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MV CAPITAL MANAGEMENT, INC.

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13F filer, CIK 1633366, BETHESDA, MD

MV CAPITAL MANAGEMENT, INC. reported $1,040,721,901 across 1,183 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-23. Its ten largest share positions make up 44.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001633366-26-000003

Period
2025-12-31
Reported value
$1.04B
Holdings
1,183
Top 10 weight
44.38%
New
154
Sold out
41

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLKadded+37,967$5.47M
IEFAadded+40,733$3.64M
IEURadded+28,162$2M
IBDSadded+82,132$1.99M
IBDRadded+67,164$1.63M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ISHARES TRexited-651,601-$15.2M
ISHARES TRexited-554,590-$14M
IVVreduced-3,110-$2.13M
IWFreduced-2,893-$1.37M
AGGreduced-12,185-$1.22M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001633366-26-000003, largest first. % of portfolio is the value over $1,040,721,901, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,116 shares; 2024Q4: 197,363 shares; 2025Q1: 183,661 shares; 2025Q2: 174,992 shares; 2025Q3: 170,216 shares; 2025Q4: 167,323 shares 167,323$79.2M7.61%-2,893Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,840 shares; 2024Q4: 379,988 shares; 2025Q1: 384,195 shares; 2025Q2: 366,772 shares; 2025Q3: 365,039 shares; 2025Q4: 362,323 shares 362,323$76.2M7.32%-2,716Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,247 shares; 2024Q4: 134,678 shares; 2025Q1: 117,097 shares; 2025Q2: 110,306 shares; 2025Q3: 106,512 shares; 2025Q4: 103,402 shares 103,402$70.8M6.81%-3,110Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,603 shares; 2024Q4: 266,684 shares; 2025Q1: 271,023 shares; 2025Q2: 270,609 shares; 2025Q3: 270,515 shares; 2025Q4: 270,741 shares 270,741$61.9M5.94%+226Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,405 shares; 2024Q4: 342,386 shares; 2025Q1: 315,234 shares; 2025Q2: 302,048 shares; 2025Q3: 297,725 shares; 2025Q4: 291,360 shares 291,360$35.9M3.45%-6,365Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,603 shares; 2024Q4: 284,685 shares; 2025Q1: 282,380 shares; 2025Q2: 281,438 shares; 2025Q3: 281,368 shares; 2025Q4: 281,969 shares 281,969$35.3M3.39%+601Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,898 shares; 2025Q2: 355,120 shares; 2025Q3: 438,326 shares; 2025Q4: 466,488 shares 466,488$33.1M3.18%+28,162Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,145 shares; 2024Q4: 267,241 shares; 2025Q1: 257,049 shares; 2025Q2: 253,204 shares; 2025Q3: 263,670 shares; 2025Q4: 251,485 shares 251,485$25.1M2.41%-12,185Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,598 shares; 2024Q4: 115,408 shares; 2025Q1: 111,806 shares; 2025Q2: 107,285 shares; 2025Q3: 105,385 shares; 2025Q4: 104,391 shares 104,391$22.1M2.13%-994Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,615 shares; 2024Q4: 88,344 shares; 2025Q1: 85,077 shares; 2025Q2: 84,533 shares; 2025Q3: 81,796 shares; 2025Q4: 81,424 shares 81,424$22.1M2.13%-372Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,976 shares; 2024Q4: 752,395 shares; 2025Q1: 801,952 shares; 2025Q2: 793,721 shares; 2025Q3: 806,357 shares; 2025Q4: 817,300 shares 817,300$21.4M2.05%+10,943Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,601 shares; 2024Q4: 771,047 shares; 2025Q1: 817,522 shares; 2025Q2: 812,405 shares; 2025Q3: 826,114 shares; 2025Q4: 831,287 shares 831,287$21.2M2.04%+5,173Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,898 shares; 2024Q4: 121,221 shares; 2025Q1: 122,953 shares; 2025Q2: 120,746 shares; 2025Q3: 107,997 shares; 2025Q4: 109,750 shares 109,750$20.5M1.97%+1,753Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,757 shares; 2024Q4: 241,510 shares; 2025Q1: 219,895 shares; 2025Q2: 215,522 shares; 2025Q3: 211,972 shares; 2025Q4: 211,341 shares 211,341$19.9M1.91%-631Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,800 shares; 2024Q4: 595,317 shares; 2025Q1: 664,201 shares; 2025Q2: 675,836 shares; 2025Q3: 721,350 shares; 2025Q4: 803,482 shares 803,482$19.5M1.87%+82,132Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,568 shares; 2024Q4: 624,403 shares; 2025Q1: 697,590 shares; 2025Q2: 707,197 shares; 2025Q3: 756,483 shares; 2025Q4: 794,637 shares 794,637$18.6M1.79%+38,154Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,008 shares; 2024Q4: 572,370 shares; 2025Q1: 640,398 shares; 2025Q2: 651,849 shares; 2025Q3: 694,713 shares; 2025Q4: 730,627 shares 730,627$18.6M1.79%+35,914Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,097 shares; 2024Q4: 674,793 shares; 2025Q1: 733,627 shares; 2025Q2: 744,116 shares; 2025Q3: 798,071 shares; 2025Q4: 835,858 shares 835,858$18.4M1.77%+37,787Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,717 shares; 2024Q4: 618,176 shares; 2025Q1: 654,981 shares; 2025Q2: 652,213 shares; 2025Q3: 654,500 shares; 2025Q4: 721,664 shares 721,664$17.5M1.68%+67,164Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,274 shares; 2024Q4: 657,393 shares; 2025Q1: 703,969 shares; 2025Q2: 703,640 shares; 2025Q3: 752,252 shares; 2025Q4: 781,212 shares 781,212$16.5M1.59%+28,960Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,488 shares; 2024Q4: 577,301 shares; 2025Q1: 598,546 shares; 2025Q2: 590,467 shares; 2025Q3: 594,883 shares; 2025Q4: 659,601 shares 659,601$15.1M1.45%+64,718Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,519 shares; 2024Q4: 526,495 shares; 2025Q1: 589,546 shares; 2025Q2: 604,366 shares; 2025Q3: 624,823 shares; 2025Q4: 659,422 shares 659,422$14.8M1.42%+34,599Timeline
IBDZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,861 shares; 2024Q4: 846,494 shares; 2025Q1: 593,662 shares; 2025Q2: 566,737 shares; 2025Q3: 540,082 shares; 2025Q4: 557,365 shares 557,365$14.7M1.41%+17,283Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,923 shares; 2024Q4: 28,980 shares; 2025Q1: 31,218 shares; 2025Q2: 30,616 shares; 2025Q3: 28,433 shares; 2025Q4: 28,925 shares 28,925$14M1.34%+492Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 9,500 shares; 2025Q1: 13,532 shares; 2025Q2: 57,187 shares; 2025Q3: 96,407 shares; 2025Q4: 137,140 shares 137,140$12.3M1.18%+40,733Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,581 shares; 2024Q4: 235,327 shares; 2025Q1: 222,186 shares; 2025Q2: 220,412 shares; 2025Q3: 214,029 shares; 2025Q4: 204,323 shares 204,323$11.2M1.08%-9,706Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,833 shares; 2024Q4: 56,413 shares; 2025Q1: 43,053 shares; 2025Q2: 39,011 shares; 2025Q3: 38,966 shares; 2025Q4: 76,933 shares 76,933$11.1M1.06%+37,967Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,094 shares; 2024Q4: 75,609 shares; 2025Q1: 99,594 shares; 2025Q2: 98,182 shares; 2025Q3: 100,628 shares; 2025Q4: 103,245 shares 103,245$9.94M0.96%+2,617Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,974 shares; 2024Q4: 28,720 shares; 2025Q1: 28,663 shares; 2025Q2: 28,141 shares; 2025Q3: 28,421 shares; 2025Q4: 28,786 shares 28,786$9.28M0.89%+365Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,542 shares; 2024Q4: 27,514 shares; 2025Q1: 27,256 shares; 2025Q2: 26,850 shares; 2025Q3: 28,342 shares; 2025Q4: 28,504 shares 28,504$8.92M0.86%+162Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,322 shares; 2024Q4: 26,307 shares; 2025Q1: 24,300 shares; 2025Q2: 23,973 shares; 2025Q3: 23,795 shares; 2025Q4: 23,480 shares 23,480$8.77M0.84%-315Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,262 shares; 2024Q4: 30,837 shares; 2025Q1: 26,477 shares; 2025Q2: 25,816 shares; 2025Q3: 29,049 shares; 2025Q4: 28,965 shares 28,965$8.27M0.79%-84Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,144 shares; 2024Q4: 57,968 shares; 2025Q1: 59,117 shares; 2025Q2: 57,781 shares; 2025Q3: 59,658 shares; 2025Q4: 60,497 shares 60,497$6.74M0.65%+839Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,453 shares; 2024Q4: 142,057 shares; 2025Q1: 210,142 shares; 2025Q2: 251,720 shares; 2025Q3: 278,332 shares; 2025Q4: 297,073 shares 297,073$6.64M0.64%+18,741Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 10,990 shares; 2025Q1: 11,703 shares; 2025Q2: 11,470 shares; 2025Q3: 10,531 shares; 2025Q4: 10,417 shares 10,417$5.97M0.57%-114Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,612 shares; 2025Q1: 34,320 shares; 2025Q2: 33,373 shares; 2025Q3: 33,196 shares; 2025Q4: 33,354 shares 33,354$5.71M0.55%+158Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 14,636 shares; 2025Q1: 15,640 shares; 2025Q2: 15,276 shares; 2025Q3: 17,613 shares; 2025Q4: 17,702 shares 17,702$5.55M0.53%+89Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,964 shares; 2024Q4: 83,302 shares; 2025Q1: 107,870 shares; 2025Q2: 108,489 shares; 2025Q3: 111,252 shares; 2025Q4: 100,655 shares 100,655$5.42M0.52%-10,597Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 17,081 shares; 2025Q1: 15,859 shares; 2025Q2: 15,457 shares; 2025Q3: 14,816 shares; 2025Q4: 15,115 shares 15,115$5.3M0.51%+299Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,029 shares; 2024Q4: 33,882 shares; 2025Q1: 33,772 shares; 2025Q2: 33,360 shares; 2025Q3: 33,307 shares; 2025Q4: 33,307 shares 33,307$4.7M0.45%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,099 shares; 2024Q4: 31,208 shares; 2025Q1: 28,814 shares; 2025Q2: 28,030 shares; 2025Q3: 29,485 shares; 2025Q4: 29,870 shares 29,870$4.59M0.44%+385Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,734 shares; 2025Q1: 6,950 shares; 2025Q2: 6,763 shares; 2025Q3: 7,303 shares; 2025Q4: 7,436 shares 7,436$4.25M0.41%+133Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,166 shares; 2025Q2: 57,335 shares; 2025Q3: 61,699 shares; 2025Q4: 64,445 shares 64,445$4.13M0.4%+2,746Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,101 shares; 2024Q4: 25,200 shares; 2025Q1: 26,517 shares; 2025Q2: 25,962 shares; 2025Q3: 28,100 shares; 2025Q4: 28,292 shares 28,292$4.05M0.39%+192Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 16,134 shares; 2025Q1: 14,737 shares; 2025Q2: 14,738 shares; 2025Q3: 15,238 shares; 2025Q4: 15,240 shares 15,240$4M0.38%+2Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,284 shares; 2025Q1: 4,460 shares; 2025Q2: 4,304 shares; 2025Q3: 4,407 shares; 2025Q4: 4,501 shares 4,501$3.88M0.37%+94Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 16,427 shares; 2025Q1: 20,208 shares; 2025Q2: 20,208 shares; 2025Q3: 20,208 shares; 2025Q4: 20,236 shares 20,236$3.86M0.37%+28Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,057 shares; 2024Q4: 30,301 shares; 2025Q1: 30,015 shares; 2025Q2: 29,541 shares; 2025Q3: 29,506 shares; 2025Q4: 27,536 shares 27,536$3.77M0.36%-1,970Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,154 shares; 2024Q4: 10,182 shares; 2025Q1: 10,508 shares; 2025Q2: 10,205 shares; 2025Q3: 11,452 shares; 2025Q4: 11,665 shares 11,665$3.64M0.35%+213Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,570 shares; 2024Q4: 18,813 shares; 2025Q1: 22,106 shares; 2025Q2: 21,625 shares; 2025Q3: 20,974 shares; 2025Q4: 21,280 shares 21,280$3.64M0.35%+306Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,013 shares; 2024Q4: 67,915 shares; 2025Q1: 66,216 shares; 2025Q2: 63,538 shares; 2025Q3: 59,995 shares; 2025Q4: 61,041 shares 61,041$3.57M0.34%+1,046Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: 10,205 shares; 2025Q1: 10,747 shares; 2025Q2: 10,381 shares; 2025Q3: 13,186 shares; 2025Q4: 13,392 shares 13,392$3.55M0.34%+206Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,125 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 6,988 shares 6,988$3.41M0.33%-52Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,114 shares; 2024Q4: 9,104 shares; 2025Q1: 8,827 shares; 2025Q2: 8,651 shares; 2025Q3: 9,655 shares; 2025Q4: 9,844 shares 9,844$3.39M0.33%+189Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 13,614 shares; 2025Q1: 14,289 shares; 2025Q2: 14,064 shares; 2025Q3: 14,078 shares; 2025Q4: 14,618 shares 14,618$3.37M0.32%+540Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,236 shares; 2025Q1: 8,141 shares; 2025Q2: 7,938 shares; 2025Q3: 9,281 shares; 2025Q4: 9,513 shares 9,513$3.36M0.32%+232Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 34 shares; 2025Q1: 37 shares; 2025Q2: 39 shares; 2025Q3: 3,636 shares; 2025Q4: 3,671 shares 3,671$3.33M0.32%+35Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,518 shares; 2024Q4: 14,511 shares; 2025Q1: 15,007 shares; 2025Q2: 14,715 shares; 2025Q3: 15,843 shares; 2025Q4: 16,254 shares 16,254$3.3M0.32%+411Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,428 shares; 2024Q4: 21,583 shares; 2025Q1: 24,499 shares; 2025Q2: 23,051 shares; 2025Q3: 20,823 shares; 2025Q4: 21,114 shares 21,114$3.15M0.3%+291Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,130 shares; 2024Q4: 87,386 shares; 2025Q1: 104,108 shares; 2025Q2: 120,955 shares; 2025Q3: 137,406 shares; 2025Q4: 141,276 shares 141,276$3.1M0.3%+3,870Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,317 shares; 2025Q1: 4,596 shares; 2025Q2: 4,596 shares; 2025Q3: 4,547 shares; 2025Q4: 4,473 shares 4,473$3.05M0.29%-74Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,239 shares; 2024Q4: 20,097 shares; 2025Q1: 19,203 shares; 2025Q2: 18,433 shares; 2025Q3: 14,853 shares; 2025Q4: 14,663 shares 14,663$3.03M0.29%-190Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,391 shares; 2025Q1: 4,229 shares; 2025Q2: 4,095 shares; 2025Q3: 4,432 shares; 2025Q4: 4,567 shares 4,567$3.03M0.29%+135Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares 4$3.02M0.29%-1Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 11,910 shares; 2025Q1: 10,671 shares; 2025Q2: 10,076 shares; 2025Q3: 10,055 shares; 2025Q4: 9,119 shares 9,119$2.95M0.28%-936Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 8,595 shares; 2025Q1: 8,053 shares; 2025Q2: 7,918 shares; 2025Q3: 8,753 shares; 2025Q4: 8,882 shares 8,882$2.91M0.28%+129Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,749 shares; 2024Q4: 36,102 shares; 2025Q1: 33,824 shares; 2025Q2: 32,991 shares; 2025Q3: 32,991 shares; 2025Q4: 65,982 shares 65,982$2.82M0.27%+32,991Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,186 shares; 2024Q4: 34,330 shares; 2025Q1: 37,786 shares; 2025Q2: 36,913 shares; 2025Q3: 37,267 shares; 2025Q4: 38,211 shares 38,211$2.82M0.27%+944Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,260 shares; 2024Q4: 13,713 shares; 2025Q1: 29,716 shares; 2025Q2: 29,716 shares; 2025Q3: 36,348 shares; 2025Q4: 40,361 shares 40,361$2.71M0.26%+4,013Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,272 shares; 2024Q4: 9,276 shares; 2025Q1: 8,363 shares; 2025Q2: 8,072 shares; 2025Q3: 9,592 shares; 2025Q4: 9,825 shares 9,825$2.68M0.26%+233Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 9,560 shares; 2025Q1: 9,850 shares; 2025Q2: 9,542 shares; 2025Q3: 9,537 shares; 2025Q4: 9,912 shares 9,912$2.66M0.26%+375Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,289 shares; 2025Q1: 2,466 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,468 shares 2,468$2.65M0.25%+10Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,757 shares; 2024Q4: 27,672 shares; 2025Q1: 30,384 shares; 2025Q2: 28,595 shares; 2025Q3: 22,939 shares; 2025Q4: 23,249 shares 23,249$2.45M0.24%+310Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,845 shares; 2025Q1: 12,326 shares; 2025Q2: 12,122 shares; 2025Q3: 11,189 shares; 2025Q4: 11,461 shares 11,461$2.36M0.23%+272Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,394 shares; 2025Q1: 4,366 shares; 2025Q2: 4,265 shares; 2025Q3: 4,011 shares; 2025Q4: 4,105 shares 4,105$2.36M0.23%+94Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,262 shares; 2024Q4: 35,445 shares; 2025Q1: 26,620 shares; 2025Q2: 24,696 shares; 2025Q3: 15,983 shares; 2025Q4: 15,163 shares 15,163$2.35M0.23%-820Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 10,539 shares; 2025Q1: 9,730 shares; 2025Q2: 9,532 shares; 2025Q3: 9,012 shares; 2025Q4: 9,265 shares 9,265$2.29M0.22%+253Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,765 shares; 2024Q4: 22,387 shares; 2025Q1: 25,571 shares; 2025Q2: 25,526 shares; 2025Q3: 26,076 shares; 2025Q4: 23,634 shares 23,634$1.96M0.19%-2,442Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,439 shares; 2025Q1: 3,877 shares; 2025Q2: 3,858 shares; 2025Q3: 3,861 shares; 2025Q4: 3,826 shares 3,826$1.92M0.18%-35Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,811 shares; 2025Q1: 2,804 shares; 2025Q2: 2,392 shares; 2025Q3: 2,798 shares; 2025Q4: 2,878 shares 2,878$1.8M0.17%+80Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,419 shares; 2024Q4: 23,408 shares; 2025Q1: 18,783 shares; 2025Q2: 17,529 shares; 2025Q3: 17,198 shares; 2025Q4: 17,486 shares 17,486$1.68M0.16%+288Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,865 shares; 2024Q4: 18,220 shares; 2025Q1: 18,311 shares; 2025Q2: 18,358 shares; 2025Q3: 18,041 shares; 2025Q4: 17,181 shares 17,181$1.6M0.15%-860Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,743 shares; 2024Q4: 11,918 shares; 2025Q1: 12,012 shares; 2025Q2: 12,108 shares; 2025Q3: 12,174 shares; 2025Q4: 12,749 shares 12,749$1.53M0.15%+575Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,799 shares; 2024Q4: 11,901 shares; 2025Q1: 10,429 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares; 2025Q4: 8,104 shares 8,104$1.47M0.14%-1,215Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,938 shares; 2025Q1: 2,276 shares; 2025Q2: 2,205 shares; 2025Q3: 2,204 shares; 2025Q4: 2,191 shares 2,191$1.45M0.14%-13Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,736 shares; 2024Q4: 17,503 shares; 2025Q1: 8,374 shares; 2025Q2: 6,343 shares; 2025Q3: 6,196 shares; 2025Q4: 5,826 shares 5,826$1.43M0.14%-370Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 3,010 shares; 2025Q1: 3,682 shares; 2025Q2: 3,841 shares; 2025Q3: 3,844 shares; 2025Q4: 3,864 shares 3,864$1.34M0.13%+20Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 11,798 shares; 2025Q1: 12,073 shares; 2025Q2: 10,390 shares; 2025Q3: 10,390 shares; 2025Q4: 8,814 shares 8,814$1.24M0.12%-1,576Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,698 shares; 2025Q2: 10,526 shares; 2025Q3: 10,511 shares; 2025Q4: 10,183 shares 10,183$1.24M0.12%-328Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,921 shares; 2025Q1: 3,789 shares; 2025Q2: 3,782 shares; 2025Q3: 3,783 shares; 2025Q4: 3,792 shares 3,792$1.16M0.11%+9Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,235 shares; 2024Q4: 31,007 shares; 2025Q1: 18,832 shares; 2025Q2: 18,399 shares; 2025Q3: 16,537 shares; 2025Q4: 14,658 shares 14,658$1.14M0.11%-1,879Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,570 shares; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 11,570 shares 11,570$1.1M0.11%-1,000Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 5,298 shares; 2025Q1: 6,373 shares; 2025Q2: 6,072 shares; 2025Q3: 5,837 shares; 2025Q4: 5,528 shares 5,528$1.01M0.1%-309Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,391 shares; 2025Q1: 3,389 shares; 2025Q2: 3,357 shares; 2025Q3: 3,242 shares; 2025Q4: 3,226 shares 3,226$1M0.1%-16Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 3,410 shares; 2025Q1: 2,080 shares; 2025Q2: 2,053 shares; 2025Q3: 2,092 shares; 2025Q4: 2,104 shares 2,104$946K0.09%+12Timeline
IBCAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,188 shares 36,188$939K0.09%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,132 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 3,148 shares; 2025Q4: 3,156 shares 3,156$935K0.09%+8Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 12,706 shares; 2025Q1: 15,611 shares; 2025Q2: 15,339 shares; 2025Q3: 15,581 shares; 2025Q4: 16,892 shares 16,892$929K0.09%+1,311Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 6,266 shares; 2025Q1: 7,563 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares; 2025Q4: 7,568 shares 7,568$929K0.09%+7Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 15,636 shares; 2025Q1: 16,544 shares; 2025Q2: 14,020 shares; 2025Q3: 14,020 shares; 2025Q4: 14,020 shares 14,020$925K0.09%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,842 shares; 2024Q4: 14,847 shares; 2025Q1: 13,395 shares; 2025Q2: 13,353 shares; 2025Q3: 13,296 shares; 2025Q4: 13,203 shares 13,203$923K0.09%-93Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,857 shares; 2024Q4: 18,857 shares; 2025Q1: 16,829 shares; 2025Q2: 16,732 shares; 2025Q3: 16,587 shares; 2025Q4: 16,587 shares 16,587$908K0.09%0Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,470 shares; 2024Q4: 38,176 shares; 2025Q1: 38,176 shares; 2025Q2: 43,300 shares; 2025Q3: 43,300 shares; 2025Q4: 43,300 shares 43,300$859K0.08%0Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,137 shares; 2025Q1: 3,138 shares; 2025Q2: 3,116 shares; 2025Q3: 3,116 shares; 2025Q4: 3,116 shares 3,116$767K0.07%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,912 shares; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares; 2025Q4: 4,912 shares 4,912$705K0.07%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 927 shares; 2025Q1: 870 shares; 2025Q2: 862 shares; 2025Q3: 771 shares; 2025Q4: 795 shares 795$699K0.07%+24Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,626 shares; 2025Q1: 5,138 shares; 2025Q2: 4,136 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares 4,136$642K0.06%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,362 shares; 2025Q2: 2,376 shares; 2025Q3: 2,378 shares; 2025Q4: 2,382 shares 2,382$612K0.06%+4Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,462 shares; 2025Q1: 3,458 shares; 2025Q2: 3,448 shares; 2025Q3: 3,461 shares; 2025Q4: 2,992 shares 2,992$583K0.06%-469Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,848 shares; 2025Q1: 1,862 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,872 shares 1,872$577K0.06%+5Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,515 shares 1,515$560K0.05%+5Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,672 shares; 2025Q1: 1,717 shares; 2025Q2: 1,478 shares; 2025Q3: 1,681 shares; 2025Q4: 1,648 shares 1,648$544K0.05%-33Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,514 shares; 2025Q1: 4,468 shares; 2025Q2: 8,863 shares; 2025Q3: 5,917 shares; 2025Q4: 11,892 shares 11,892$532K0.05%+5,975Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 8,264 shares; 2025Q1: 7,657 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares; 2025Q4: 4,414 shares 4,414$530K0.05%+6Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 4,833 shares; 2025Q2: 4,027 shares; 2025Q3: 4,027 shares; 2025Q4: 4,027 shares 4,027$530K0.05%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,381 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,638 shares; 2025Q4: 1,634 shares 1,634$529K0.05%-4Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 358 shares; 2025Q1: 533 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 5,320 shares 5,320$499K0.05%+4,789Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,295 shares; 2025Q1: 5,693 shares; 2025Q2: 5,452 shares; 2025Q3: 1,172 shares; 2025Q4: 1,009 shares 1,009$488K0.05%-163Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 5,241 shares; 2025Q1: 6,245 shares; 2025Q2: 6,201 shares; 2025Q3: 6,309 shares; 2025Q4: 6,326 shares 6,326$487K0.05%+17Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 4,028 shares; 2025Q1: 5,045 shares; 2025Q2: 5,543 shares; 2025Q3: 6,170 shares; 2025Q4: 6,165 shares 6,165$487K0.05%-5Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares 992$486K0.05%0Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 6,511 shares; 2025Q1: 5,401 shares; 2025Q2: 5,401 shares; 2025Q3: 5,401 shares; 2025Q4: 5,401 shares 5,401$482K0.05%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,492 shares; 2024Q4: 10,632 shares; 2025Q1: 14,632 shares; 2025Q2: 14,632 shares; 2025Q3: 14,632 shares; 2025Q4: 14,666 shares 14,666$470K0.05%+34Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,823 shares; 2025Q1: 4,662 shares; 2025Q2: 4,663 shares; 2025Q3: 4,266 shares; 2025Q4: 4,261 shares 4,261$470K0.05%-5Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 820 shares; 2025Q1: 830 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 819 shares 819$467K0.04%+2Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,955 shares; 2024Q4: 25,424 shares; 2025Q1: 25,830 shares; 2025Q2: 26,301 shares; 2025Q3: 27,603 shares; 2025Q4: 28,145 shares 28,145$464K0.04%+542Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,390 shares; 2025Q1: 2,487 shares; 2025Q2: 2,384 shares; 2025Q3: 2,628 shares; 2025Q4: 3,022 shares 3,022$461K0.04%+394Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,839 shares; 2025Q1: 2,895 shares; 2025Q2: 2,702 shares; 2025Q3: 2,725 shares; 2025Q4: 2,634 shares 2,634$457K0.04%-91Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,853 shares; 2025Q1: 1,816 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 1,684 shares 1,684$457K0.04%+2Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 361 shares; 2025Q1: 1,265 shares; 2025Q2: 2,059 shares; 2025Q3: 2,859 shares; 2025Q4: 3,311 shares 3,311$423K0.04%+452Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,288 shares; 2025Q1: 1,269 shares; 2025Q2: 1,253 shares; 2025Q3: 1,239 shares; 2025Q4: 1,196 shares 1,196$419K0.04%-43Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 2,513 shares; 2025Q1: 2,886 shares; 2025Q2: 3,907 shares; 2025Q3: 5,068 shares; 2025Q4: 5,072 shares 5,072$412K0.04%+4Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 3,574 shares; 2025Q1: 3,632 shares; 2025Q2: 3,629 shares; 2025Q3: 3,636 shares; 2025Q4: 3,613 shares 3,613$411K0.04%-23Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,583 shares; 2025Q4: 1,036 shares 1,036$411K0.04%-547Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$399K0.04%0Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,927 shares; 2025Q1: 3,925 shares; 2025Q2: 3,904 shares; 2025Q3: 3,903 shares; 2025Q4: 3,919 shares 3,919$395K0.04%+16Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,954 shares; 2025Q1: 5,043 shares; 2025Q2: 4,750 shares; 2025Q3: 4,727 shares; 2025Q4: 4,734 shares 4,734$380K0.04%+7Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,734 shares; 2025Q1: 1,742 shares; 2025Q2: 1,732 shares; 2025Q3: 1,735 shares; 2025Q4: 1,765 shares 1,765$378K0.04%+30Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 151 shares; 2025Q1: 199 shares; 2025Q2: 475 shares; 2025Q3: 703 shares; 2025Q4: 809 shares 809$378K0.04%+106Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,930 shares; 2025Q1: 5,592 shares; 2025Q2: 5,897 shares; 2025Q3: 5,924 shares; 2025Q4: 5,878 shares 5,878$374K0.04%-46Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,375 shares 14,375$368K0.04%newTimeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,457 shares 14,457$367K0.04%newTimeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,305 shares 14,305$367K0.04%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,357 shares; 2025Q1: 6,298 shares; 2025Q2: 6,179 shares; 2025Q3: 6,197 shares; 2025Q4: 6,202 shares 6,202$358K0.03%+5Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,209 shares; 2025Q1: 2,209 shares; 2025Q2: 2,214 shares; 2025Q3: 2,216 shares; 2025Q4: 2,217 shares 2,217$355K0.03%+1Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,222 shares; 2025Q1: 4,101 shares; 2025Q2: 4,094 shares; 2025Q3: 4,094 shares; 2025Q4: 4,239 shares 4,239$354K0.03%+145Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 404 shares; 2025Q1: 829 shares; 2025Q2: 827 shares; 2025Q3: 834 shares; 2025Q4: 822 shares 822$350K0.03%-12Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 2,768 shares; 2025Q1: 2,095 shares; 2025Q2: 1,972 shares; 2025Q3: 2,252 shares; 2025Q4: 2,333 shares 2,333$335K0.03%+81Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares 4,209$318K0.03%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,584 shares; 2025Q1: 2,451 shares; 2025Q2: 2,446 shares; 2025Q3: 2,448 shares; 2025Q4: 2,723 shares 2,723$318K0.03%+275Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 3,776 shares; 2025Q2: 3,481 shares; 2025Q3: 3,481 shares; 2025Q4: 3,236 shares 3,236$314K0.03%-245Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 293 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 291 shares 291$311K0.03%+1Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares 1,416$311K0.03%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,358 shares; 2025Q1: 1,033 shares; 2025Q2: 1,004 shares; 2025Q3: 1,053 shares; 2025Q4: 1,064 shares 1,064$307K0.03%+11Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,430 shares; 2025Q1: 4,607 shares; 2025Q2: 3,816 shares; 2025Q3: 3,816 shares; 2025Q4: 6,712 shares 6,712$304K0.03%+2,896Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 276 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 523 shares; 2025Q4: 529 shares 529$300K0.03%+6Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 444 shares 444$290K0.03%+1Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 6,689 shares; 2025Q1: 4,903 shares; 2025Q2: 8,656 shares; 2025Q3: 10,010 shares; 2025Q4: 11,513 shares 11,513$287K0.03%+1,503Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 956 shares; 2025Q1: 1,999 shares; 2025Q2: 2,012 shares; 2025Q3: 2,112 shares; 2025Q4: 2,220 shares 2,220$286K0.03%+108Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,098 shares 1,098$282K0.03%+4Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,066 shares; 2025Q1: 7,906 shares; 2025Q2: 8,164 shares; 2025Q3: 9,698 shares; 2025Q4: 8,676 shares 8,676$259K0.02%-1,022Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 203 shares; 2025Q1: 224 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213$259K0.02%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 1,304 shares; 2025Q1: 1,388 shares; 2025Q2: 1,402 shares; 2025Q3: 1,415 shares; 2025Q4: 1,452 shares 1,452$258K0.02%+37Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,379 shares; 2025Q1: 1,388 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares 1,384$257K0.02%0Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,775 shares 6,775$257K0.02%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,963 shares; 2025Q1: 1,965 shares; 2025Q2: 2,348 shares; 2025Q3: 2,843 shares; 2025Q4: 2,923 shares 2,923$255K0.02%+80Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares 1,797$254K0.02%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,238 shares; 2025Q3: 2,904 shares; 2025Q4: 2,150 shares 2,150$250K0.02%-754Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 6,547 shares; 2025Q1: 6,627 shares; 2025Q2: 6,628 shares; 2025Q3: 6,253 shares; 2025Q4: 6,066 shares 6,066$247K0.02%-187Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,279 shares; 2025Q1: 3,416 shares; 2025Q2: 3,912 shares; 2025Q3: 4,522 shares; 2025Q4: 4,956 shares 4,956$244K0.02%+434Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 570 shares; 2025Q1: 521 shares; 2025Q2: 524 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522$243K0.02%0Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 24 shares; 2025Q1: 521 shares; 2025Q2: 527 shares; 2025Q3: 1,035 shares; 2025Q4: 1,036 shares 1,036$236K0.02%+1Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 564 shares; 2025Q1: 755 shares; 2025Q2: 850 shares; 2025Q3: 826 shares; 2025Q4: 827 shares 827$234K0.02%+1Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 204 shares; 2025Q1: 883 shares; 2025Q2: 1,303 shares; 2025Q3: 1,544 shares; 2025Q4: 1,700 shares 1,700$232K0.02%+156Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,880 shares; 2025Q1: 1,896 shares; 2025Q2: 1,878 shares; 2025Q3: 1,941 shares; 2025Q4: 1,947 shares 1,947$228K0.02%+6Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,087 shares; 2025Q2: 1,036 shares; 2025Q3: 1,037 shares; 2025Q4: 1,038 shares 1,038$228K0.02%+1Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 95 shares; 2025Q1: 252 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 252 shares 252$221K0.02%+1Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 175 shares; 2025Q1: 290 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 1,420 shares 1,420$218K0.02%+1,135Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 1,372 shares; 2025Q1: 2,554 shares; 2025Q2: 3,547 shares; 2025Q3: 3,778 shares; 2025Q4: 3,697 shares 3,697$216K0.02%-81Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,550 shares; 2025Q1: 1,515 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares 1,595$216K0.02%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 600 shares 600$212K0.02%+2Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,245 shares; 2025Q1: 2,281 shares; 2025Q2: 2,272 shares; 2025Q3: 2,239 shares; 2025Q4: 2,030 shares 2,030$205K0.02%-209Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,669 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares 1,797$204K0.02%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 436 shares; 2025Q1: 433 shares; 2025Q2: 1,735 shares; 2025Q3: 5,275 shares; 2025Q4: 8,346 shares 8,346$202K0.02%+3,071Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,512 shares; 2025Q1: 4,187 shares; 2025Q2: 4,107 shares; 2025Q3: 4,201 shares; 2025Q4: 4,334 shares 4,334$202K0.02%+133Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 54 shares; 2025Q1: 149 shares; 2025Q2: 2,148 shares; 2025Q3: 2,151 shares; 2025Q4: 2,150 shares 2,150$196K0.02%-1Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 914 shares; 2025Q1: 663 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 660 shares 660$191K0.02%+1Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 446 shares; 2025Q1: 1,046 shares; 2025Q2: 1,039 shares; 2025Q3: 1,020 shares; 2025Q4: 1,023 shares 1,023$190K0.02%+3Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,546 shares; 2025Q1: 1,559 shares; 2025Q2: 1,556 shares; 2025Q3: 1,302 shares; 2025Q4: 1,161 shares 1,161$189K0.02%-141Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 116 shares; 2025Q1: 416 shares; 2025Q2: 404 shares; 2025Q3: 400 shares; 2025Q4: 401 shares 401$188K0.02%+1Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 220 shares; 2025Q1: 280 shares; 2025Q2: 227 shares; 2025Q3: 347 shares; 2025Q4: 1,305 shares 1,305$188K0.02%+958Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,359 shares; 2025Q1: 2,346 shares; 2025Q2: 2,351 shares; 2025Q3: 2,342 shares; 2025Q4: 2,354 shares 2,354$187K0.02%+12Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,095 shares; 2025Q1: 2,126 shares; 2025Q2: 2,101 shares; 2025Q3: 2,093 shares; 2025Q4: 1,919 shares 1,919$180K0.02%-174Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,760 shares; 2025Q1: 1,480 shares; 2025Q2: 1,243 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares 1,102$179K0.02%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 385 shares; 2025Q1: 413 shares; 2025Q2: 476 shares; 2025Q3: 539 shares; 2025Q4: 647 shares 647$178K0.02%+108Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,587 shares; 2025Q1: 2,594 shares; 2025Q2: 2,596 shares; 2025Q3: 2,060 shares; 2025Q4: 2,057 shares 2,057$176K0.02%-3Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 781 shares; 2025Q1: 745 shares; 2025Q2: 806 shares; 2025Q3: 807 shares; 2025Q4: 806 shares 806$175K0.02%-1Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 217 shares; 2025Q1: 727 shares; 2025Q2: 1,046 shares; 2025Q3: 1,263 shares; 2025Q4: 1,224 shares 1,224$174K0.02%-39Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 919 shares; 2025Q1: 922 shares; 2025Q2: 921 shares; 2025Q3: 971 shares; 2025Q4: 977 shares 977$173K0.02%+6Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares 1,386$163K0.02%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 719 shares; 2025Q1: 678 shares; 2025Q2: 657 shares; 2025Q3: 666 shares; 2025Q4: 674 shares 674$163K0.02%+8Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,522 shares; 2025Q1: 3,383 shares; 2025Q2: 3,774 shares; 2025Q3: 3,258 shares; 2025Q4: 2,404 shares 2,404$160K0.02%-854Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 3,227 shares; 2025Q1: 4,492 shares; 2025Q2: 4,129 shares; 2025Q3: 4,117 shares; 2025Q4: 4,298 shares 4,298$159K0.02%+181Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 449 shares; 2025Q3: 450 shares; 2025Q4: 451 shares 451$159K0.02%+1Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 699 shares; 2025Q1: 627 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares 729$158K0.02%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,013 shares; 2025Q1: 1,009 shares; 2025Q2: 1,019 shares; 2025Q3: 1,014 shares; 2025Q4: 1,366 shares 1,366$154K0.01%+352Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 963 shares; 2025Q1: 942 shares; 2025Q2: 938 shares; 2025Q3: 944 shares; 2025Q4: 955 shares 955$153K0.01%+11Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 816 shares; 2025Q1: 847 shares; 2025Q2: 834 shares; 2025Q3: 848 shares; 2025Q4: 836 shares 836$152K0.01%-12Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,443 shares; 2025Q1: 1,453 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,500 shares 1,500$150K0.01%+8Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 251 shares; 2025Q1: 321 shares; 2025Q2: 468 shares; 2025Q3: 469 shares; 2025Q4: 466 shares 466$149K0.01%-3Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,131 shares; 2025Q1: 1,071 shares; 2025Q2: 1,048 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares 1,051$149K0.01%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,396 shares; 2025Q1: 1,128 shares; 2025Q2: 1,119 shares; 2025Q3: 1,129 shares; 2025Q4: 1,130 shares 1,130$148K0.01%+1Timeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$146K0.01%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,641 shares; 2025Q1: 1,666 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,654 shares 1,654$144K0.01%+1Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares 1,948$143K0.01%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares 71$143K0.01%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,832 shares; 2025Q1: 1,821 shares; 2025Q2: 1,810 shares; 2025Q3: 1,793 shares; 2025Q4: 1,932 shares 1,932$142K0.01%+139Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,594 shares; 2025Q1: 5,597 shares; 2025Q2: 5,504 shares; 2025Q3: 5,608 shares; 2025Q4: 5,641 shares 5,641$140K0.01%+33Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,305 shares; 2025Q1: 747 shares; 2025Q2: 142 shares; 2025Q3: 161 shares; 2025Q4: 202 shares 202$136K0.01%+41Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 630 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 633 shares 633$134K0.01%+4Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares 633$134K0.01%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174$131K0.01%0Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares 928$131K0.01%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,172 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 928 shares 928$131K0.01%-71Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,725 shares; 2025Q1: 1,415 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,199 shares 1,199$128K0.01%+1Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 152 shares; 2025Q1: 154 shares; 2025Q2: 157 shares; 2025Q3: 153 shares; 2025Q4: 154 shares 154$126K0.01%+1Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 411 shares; 2025Q1: 487 shares; 2025Q2: 821 shares; 2025Q3: 981 shares; 2025Q4: 1,174 shares 1,174$123K0.01%+193Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 363 shares; 2025Q3: 361 shares; 2025Q4: 362 shares 362$122K0.01%+1Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 400 shares; 2025Q1: 692 shares; 2025Q2: 658 shares; 2025Q3: 662 shares; 2025Q4: 662 shares 662$122K0.01%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,052 shares; 2025Q1: 1,732 shares; 2025Q2: 1,669 shares; 2025Q3: 1,497 shares; 2025Q4: 1,441 shares 1,441$121K0.01%-56Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 224 shares; 2025Q1: 205 shares; 2025Q2: 118 shares; 2025Q3: 184 shares; 2025Q4: 209 shares 209$121K0.01%+25Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,999 shares; 2024Q4: 2,679 shares; 2025Q1: 2,503 shares; 2025Q2: 1,823 shares; 2025Q3: 2,671 shares; 2025Q4: 2,380 shares 2,380$120K0.01%-291Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 255 shares; 2025Q1: 506 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 916 shares 916$118K0.01%+145Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 192 shares 192$118K0.01%-66Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 3,782 shares; 2025Q1: 4,263 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares; 2025Q4: 4,223 shares 4,223$114K0.01%+4Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 385 shares; 2025Q1: 505 shares; 2025Q2: 496 shares; 2025Q3: 495 shares; 2025Q4: 501 shares 501$114K0.01%+6Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,322 shares; 2025Q1: 2,308 shares; 2025Q2: 2,172 shares; 2025Q3: 2,166 shares; 2025Q4: 2,157 shares 2,157$114K0.01%-9Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 283 shares; 2025Q1: 300 shares; 2025Q2: 291 shares; 2025Q3: 295 shares; 2025Q4: 305 shares 305$107K0.01%+10Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 817 shares; 2025Q1: 763 shares; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 666 shares 666$103K0.01%+10Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 438 shares; 2025Q1: 1,013 shares; 2025Q2: 1,246 shares; 2025Q3: 1,250 shares; 2025Q4: 1,245 shares 1,245$102K0.01%-5Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 362 shares 362$101K0.01%-29Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 316 shares 316$101K0.01%+1Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 513 shares; 2025Q1: 921 shares; 2025Q2: 475 shares; 2025Q3: 432 shares; 2025Q4: 434 shares 434$100K0.01%+2Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 192 shares 192$100K0.01%+9Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 398 shares; 2025Q3: 408 shares; 2025Q4: 411 shares 411$99.6K0.01%+3Timeline
SCKTSOCKET MOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 21,542 shares; 2025Q1: 21,542 shares; 2025Q2: 21,542 shares; 2025Q3: 30,542 shares; 2025Q4: 96,917 shares 96,917$98.9K0.01%+66,375Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 737 shares; 2025Q1: 2,130 shares; 2025Q2: 1,891 shares; 2025Q3: 3,107 shares; 2025Q4: 4,355 shares 4,355$97K0.01%+1,248Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 784 shares; 2025Q1: 504 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 475 shares 475$96.4K0.01%+2Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 305 shares 305$95.3K0.01%+1Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 191 shares; 2025Q3: 133 shares; 2025Q4: 134 shares 134$92.1K0.01%+1Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 610 shares; 2025Q1: 511 shares; 2025Q2: 489 shares; 2025Q3: 487 shares; 2025Q4: 465 shares 465$90.7K0.01%-22Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 348 shares; 2025Q1: 327 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 321 shares 321$89.5K0.01%+1Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 123 shares; 2025Q3: 328 shares; 2025Q4: 442 shares 442$89.1K0.01%+114Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares 453$87.7K0.01%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares 1,867$87K0.01%0Timeline
USACUSA COMPRESSION PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,428 shares; 2025Q1: 3,492 shares; 2025Q2: 3,570 shares; 2025Q3: 3,648 shares; 2025Q4: 3,728 shares 3,728$85.8K0.01%+80Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 64 shares; 2025Q1: 60 shares; 2025Q2: 50 shares; 2025Q3: 28 shares; 2025Q4: 16 shares 16$85.7K0.01%-12Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 196 shares; 2025Q1: 406 shares; 2025Q2: 196 shares; 2025Q3: 186 shares; 2025Q4: 189 shares 189$85.7K0.01%+3Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470$83.4K0.01%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 162 shares; 2025Q1: 281 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 493 shares 493$80.4K0.01%+2Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 824 shares; 2025Q1: 831 shares; 2025Q2: 884 shares; 2025Q3: 860 shares; 2025Q4: 842 shares 842$80.3K0.01%-18Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 237 shares 237$79.5K0.01%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 398 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192$79.3K0.01%0Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 401 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$79.2K0.01%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 959 shares; 2025Q1: 970 shares; 2025Q2: 971 shares; 2025Q3: 903 shares; 2025Q4: 905 shares 905$79.1K0.01%+2Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,766 shares; 2025Q2: 1,760 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares 1,728$78.3K0.01%0Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 194 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 197 shares 197$76.7K0.01%+1Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 212 shares; 2025Q1: 206 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 852 shares 852$75.2K0.01%+173Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 441 shares; 2025Q1: 376 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 359 shares 359$74.9K0.01%+2Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,407 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares 1,393$74.7K0.01%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 142 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 146 shares 146$74.5K0.01%+1Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 990 shares; 2025Q4: 990 shares 990$73.7K0.01%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 144 shares; 2025Q1: 142 shares; 2025Q2: 146 shares; 2025Q3: 150 shares; 2025Q4: 155 shares 155$72.8K0.01%+5Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,069 shares; 2025Q1: 789 shares; 2025Q2: 803 shares; 2025Q3: 797 shares; 2025Q4: 797 shares 797$70.4K0.01%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 433 shares; 2025Q1: 501 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 425 shares 425$68.8K0.01%+1Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,756 shares; 2025Q1: 2,431 shares; 2025Q2: 1,832 shares; 2025Q3: 1,875 shares; 2025Q4: 1,895 shares 1,895$68.7K0.01%+20Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 271 shares; 2025Q1: 261 shares; 2025Q2: 280 shares; 2025Q3: 295 shares; 2025Q4: 302 shares 302$68.1K0.01%+7Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 899 shares 899$67.8K0.01%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 378 shares; 2025Q1: 327 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 393 shares 393$67.7K0.01%+2Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 742 shares; 2025Q1: 1,089 shares; 2025Q2: 1,121 shares; 2025Q3: 1,052 shares; 2025Q4: 542 shares 542$67.7K0.01%-510Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 516 shares; 2025Q1: 559 shares; 2025Q2: 307 shares; 2025Q3: 256 shares; 2025Q4: 295 shares 295$67.5K0.01%+39Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 586 shares; 2025Q1: 621 shares; 2025Q2: 664 shares; 2025Q3: 667 shares; 2025Q4: 670 shares 670$66.9K0.01%+3Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 297 shares 297$66.3K0.01%+3Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 9 shares 9$65.6K0.01%+5Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares 214$65K0.01%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 990 shares; 2025Q1: 973 shares; 2025Q2: 981 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077$64.7K0.01%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 220 shares; 2025Q1: 212 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 220 shares 220$63.5K0.01%+1Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 361 shares; 2025Q1: 547 shares; 2025Q2: 270 shares; 2025Q3: 225 shares; 2025Q4: 629 shares 629$62.4K0.01%+404Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 26 shares; 2025Q1: 24 shares; 2025Q2: 36 shares; 2025Q3: 41 shares; 2025Q4: 44 shares 44$61.3K0.01%+3Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 18 shares 18$61K0.01%+2Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 174 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 181 shares 181$60.9K0.01%+1Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 3,155 shares; 2025Q1: 2,643 shares; 2025Q2: 1,021 shares; 2025Q3: 1,171 shares; 2025Q4: 1,124 shares 1,124$60.6K0.01%-47Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 686 shares; 2025Q1: 680 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 692 shares 692$60.6K0.01%+4Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 40 shares; 2025Q3: 62 shares; 2025Q4: 78 shares 78$60.2K0.01%+16Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 238 shares 238$60.1K0.01%+1Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 333 shares; 2025Q1: 337 shares; 2025Q2: 333 shares; 2025Q3: 332 shares; 2025Q4: 323 shares 323$59.4K0.01%-9Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 788 shares; 2025Q1: 632 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 289 shares 289$59.4K0.01%+1Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750$59.1K0.01%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 729 shares 729$58.5K0.01%+3Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares 197$58.3K0.01%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 835 shares; 2025Q1: 720 shares; 2025Q2: 678 shares; 2025Q3: 663 shares; 2025Q4: 686 shares 686$58.3K0.01%+23Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 469 shares; 2025Q3: 468 shares; 2025Q4: 471 shares 471$56.4K0.01%+3Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104$55.4K0.01%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: 77 shares; 2025Q2: 78 shares; 2025Q3: 82 shares; 2025Q4: 72 shares 72$55.2K0.01%-10Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 331 shares; 2025Q1: 337 shares; 2025Q2: 354 shares; 2025Q3: 404 shares; 2025Q4: 407 shares 407$54K0.01%+3Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 672 shares; 2025Q1: 669 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares 673$52K0.01%0Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 715 shares 715$51.8K<0.01%+2Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 215 shares; 2025Q1: 216 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215$51.8K<0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 100 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares 101$51.6K<0.01%+1Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 67 shares; 2025Q1: 1,028 shares; 2025Q2: 1,043 shares; 2025Q3: 1,117 shares; 2025Q4: 1,190 shares 1,190$51.5K<0.01%+73Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 314 shares; 2025Q1: 281 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 407 shares 407$51.2K<0.01%+5Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 414 shares 414$50.5K<0.01%+14Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 67 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 691 shares 691$50.5K<0.01%+1Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 452 shares; 2025Q1: 741 shares; 2025Q2: 703 shares; 2025Q3: 615 shares; 2025Q4: 630 shares 630$50K<0.01%+15Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,227 shares; 2025Q3: 1,214 shares; 2025Q4: 1,261 shares 1,261$49.4K<0.01%+47Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 79 shares 79$49.2K<0.01%+1Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 128 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$47.9K<0.01%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 196 shares; 2025Q1: 157 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 172 shares 172$47.4K<0.01%+1Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 604 shares; 2025Q1: 590 shares; 2025Q2: 583 shares; 2025Q3: 576 shares; 2025Q4: 591 shares 591$46.7K<0.01%+15Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares 667$46.5K<0.01%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,129 shares; 2025Q1: 1,133 shares; 2025Q2: 666 shares; 2025Q3: 667 shares; 2025Q4: 669 shares 669$46.4K<0.01%+2Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 244 shares; 2025Q3: 248 shares; 2025Q4: 250 shares 250$46.3K<0.01%+2Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 65 shares; 2025Q1: 67 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 68 shares 68$46K<0.01%+2Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 587 shares; 2025Q1: 588 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 586 shares 586$45.3K<0.01%+1Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 280 shares; 2025Q1: 306 shares; 2025Q2: 315 shares; 2025Q3: 297 shares; 2025Q4: 257 shares 257$45.1K<0.01%-40Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 785 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 761 shares 761$44.6K<0.01%+5Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 109 shares; 2025Q1: 133 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129$43.9K<0.01%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,224 shares; 2025Q1: 1,565 shares; 2025Q2: 1,550 shares; 2025Q3: 1,593 shares; 2025Q4: 1,594 shares 1,594$43.8K<0.01%+1Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 413 shares; 2025Q1: 375 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377$43.5K<0.01%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 951 shares; 2025Q1: 843 shares; 2025Q2: 806 shares; 2025Q3: 808 shares; 2025Q4: 814 shares 814$43.4K<0.01%+6Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 150 shares 150$43.1K<0.01%+1Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 617 shares; 2025Q1: 615 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 641 shares 641$43K<0.01%+1Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 397 shares; 2025Q1: 406 shares; 2025Q2: 388 shares; 2025Q3: 389 shares; 2025Q4: 391 shares 391$42.8K<0.01%+2Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 436 shares; 2025Q1: 454 shares; 2025Q2: 307 shares; 2025Q3: 318 shares; 2025Q4: 334 shares 334$42.6K<0.01%+16Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,303 shares 8,303$42.3K<0.01%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 259 shares; 2025Q1: 276 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 262 shares 262$42.1K<0.01%+2Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 541 shares; 2025Q1: 548 shares; 2025Q2: 544 shares; 2025Q3: 533 shares; 2025Q4: 507 shares 507$42.1K<0.01%-26Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 524 shares; 2025Q1: 418 shares; 2025Q2: 425 shares; 2025Q3: 423 shares; 2025Q4: 421 shares 421$41.8K<0.01%-2Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,116 shares; 2025Q1: 2,108 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,015 shares 2,015$41.6K<0.01%+3Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 172 shares; 2025Q1: 173 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 182 shares 182$41.4K<0.01%+2Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136$41.1K<0.01%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 72 shares; 2025Q1: 75 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 92 shares 92$41K<0.01%+20Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 552 shares; 2025Q1: 577 shares; 2025Q2: 608 shares; 2025Q3: 708 shares; 2025Q4: 709 shares 709$40K<0.01%+1Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 134 shares; 2025Q1: 130 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 136 shares 136$39.9K<0.01%+1Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,047 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 893 shares 893$38.9K<0.01%+10Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 208 shares; 2025Q1: 237 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares 248$38.4K<0.01%0Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 302 shares; 2025Q1: 299 shares; 2025Q2: 295 shares; 2025Q3: 297 shares; 2025Q4: 295 shares 295$38K<0.01%-2Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 56 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 81 shares; 2025Q4: 82 shares 82$37.2K<0.01%+1Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 199 shares; 2025Q3: 201 shares; 2025Q4: 196 shares 196$36.9K<0.01%-5Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,546 shares; 2025Q3: 1,000 shares; 2025Q4: 1,016 shares 1,016$36.9K<0.01%+16Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,254 shares; 2025Q1: 1,228 shares; 2025Q2: 1,211 shares; 2025Q3: 1,201 shares; 2025Q4: 1,206 shares 1,206$36.8K<0.01%+5Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 395 shares 395$36.5K<0.01%+4Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 560 shares; 2025Q1: 566 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 534 shares 534$36K<0.01%+2Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 18 shares; 2025Q4: 26 shares 26$34.6K<0.01%+8Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 138 shares; 2025Q1: 142 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 132 shares 132$34.2K<0.01%-9Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 63 shares; 2025Q1: 69 shares; 2025Q2: 180 shares; 2025Q3: 194 shares; 2025Q4: 194 shares 194$34.1K<0.01%0Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 357 shares; 2025Q1: 441 shares; 2025Q2: 430 shares; 2025Q3: 413 shares; 2025Q4: 384 shares 384$34.1K<0.01%-29Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 752 shares; 2025Q1: 746 shares; 2025Q2: 699 shares; 2025Q3: 706 shares; 2025Q4: 670 shares 670$34K<0.01%-36Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 743 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 746 shares; 2025Q4: 746 shares 746$34K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,687 shares; 2024Q4: 31,889 shares; 2025Q1: 29,782 shares; 2025Q2: 30,458 shares; 2025Q3: 693 shares; 2025Q4: 824 shares 824$33.9K<0.01%+131Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 424 shares 424$33.6K<0.01%-23Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 123 shares; 2025Q1: 132 shares; 2025Q2: 130 shares; 2025Q3: 131 shares; 2025Q4: 131 shares 131$33.5K<0.01%0Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$33.1K<0.01%0Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 160 shares 160$32.8K<0.01%+1Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 440 shares; 2025Q1: 395 shares; 2025Q2: 239 shares; 2025Q3: 266 shares; 2025Q4: 1,159 shares 1,159$32.8K<0.01%+893Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 466 shares; 2025Q1: 463 shares; 2025Q2: 393 shares; 2025Q3: 397 shares; 2025Q4: 398 shares 398$32.6K<0.01%+1Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 135 shares; 2025Q1: 131 shares; 2025Q2: 141 shares; 2025Q3: 145 shares; 2025Q4: 147 shares 147$32.2K<0.01%+2Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186$32.1K<0.01%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 228 shares; 2025Q1: 209 shares; 2025Q2: 243 shares; 2025Q3: 250 shares; 2025Q4: 245 shares 245$31.2K<0.01%-5Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 149 shares; 2025Q1: 150 shares; 2025Q2: 149 shares; 2025Q3: 150 shares; 2025Q4: 143 shares 143$31K<0.01%-7Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 808 shares; 2025Q1: 939 shares; 2025Q2: 926 shares; 2025Q3: 748 shares; 2025Q4: 568 shares 568$30.6K<0.01%-180Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 123 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 136 shares 136$30.4K<0.01%-2Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 360 shares; 2025Q1: 298 shares; 2025Q2: 290 shares; 2025Q3: 296 shares; 2025Q4: 295 shares 295$30.3K<0.01%-1Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 351 shares; 2025Q1: 377 shares; 2025Q2: 421 shares; 2025Q3: 392 shares; 2025Q4: 395 shares 395$30.3K<0.01%+3Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 107 shares; 2025Q1: 71 shares; 2025Q2: 112 shares; 2025Q3: 114 shares; 2025Q4: 115 shares 115$30K<0.01%+1Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,180 shares; 2025Q1: 1,199 shares; 2025Q2: 1,021 shares; 2025Q3: 1,108 shares; 2025Q4: 1,028 shares 1,028$29.6K<0.01%-80Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70$29.5K<0.01%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 245 shares; 2025Q1: 244 shares; 2025Q2: 251 shares; 2025Q3: 149 shares; 2025Q4: 150 shares 150$29.3K<0.01%+1Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: 103 shares 103$29.3K<0.01%+1Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 284 shares 284$29.2K<0.01%+1Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 224 shares; 2025Q1: 207 shares; 2025Q2: 211 shares; 2025Q3: 199 shares; 2025Q4: 223 shares 223$29.1K<0.01%+24Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,959 shares; 2025Q1: 3,122 shares; 2025Q2: 2,904 shares; 2025Q3: 1,676 shares; 2025Q4: 789 shares 789$28.9K<0.01%-887Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 357 shares; 2025Q1: 363 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 718 shares 718$28.8K<0.01%+6Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 90 shares; 2025Q1: 91 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87$28.6K<0.01%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 89 shares; 2025Q1: 94 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares 73$28.4K<0.01%+1Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 28 shares 28$28.3K<0.01%+3Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 420 shares; 2025Q3: 559 shares; 2025Q4: 559 shares 559$28.2K<0.01%0Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,181 shares; 2025Q1: 1,364 shares; 2025Q2: 1,357 shares; 2025Q3: 859 shares; 2025Q4: 1,625 shares 1,625$28K<0.01%+766Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 243 shares; 2025Q1: 209 shares; 2025Q2: 205 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206$28K<0.01%0Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 748 shares; 2025Q1: 749 shares; 2025Q2: 775 shares; 2025Q3: 718 shares; 2025Q4: 728 shares 728$27.9K<0.01%+10Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 136 shares 136$27.9K<0.01%+1Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares 656$27.9K<0.01%0Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$27.8K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 130 shares; 2025Q1: 125 shares; 2025Q2: 124 shares; 2025Q3: 132 shares; 2025Q4: 136 shares 136$27.8K<0.01%+4Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 285 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 285 shares 285$27.7K<0.01%+2Timeline
BRBSBLUE RIDGE BANKSHARES INC VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 6,451 shares; 2025Q4: 6,451 shares 6,451$27.5K<0.01%0Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 352 shares; 2025Q1: 226 shares; 2025Q2: 229 shares; 2025Q3: 233 shares; 2025Q4: 182 shares 182$27.5K<0.01%-51Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 28 shares; 2025Q1: 40 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 34 shares 34$27.5K<0.01%-1Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 171 shares; 2025Q2: 168 shares; 2025Q3: 166 shares; 2025Q4: 172 shares 172$27.4K<0.01%+6Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 78 shares; 2025Q1: 32 shares; 2025Q2: 101 shares; 2025Q3: 116 shares; 2025Q4: 121 shares 121$27.4K<0.01%+5Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 162 shares; 2025Q3: 177 shares; 2025Q4: 237 shares 237$26.8K<0.01%+60Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,771 shares; 2025Q1: 1,284 shares; 2025Q2: 794 shares; 2025Q3: 543 shares; 2025Q4: 158 shares 158$26.8K<0.01%-385Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 675 shares; 2025Q1: 503 shares; 2025Q2: 690 shares; 2025Q3: 634 shares; 2025Q4: 714 shares 714$26.4K<0.01%+80Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 274 shares; 2025Q1: 254 shares; 2025Q2: 305 shares; 2025Q3: 306 shares; 2025Q4: 308 shares 308$26.3K<0.01%+2Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 215 shares; 2025Q2: 113 shares; 2025Q3: 92 shares; 2025Q4: 189 shares 189$26.1K<0.01%+97Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 414 shares; 2025Q1: 413 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 412 shares 412$25.7K<0.01%+2Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 76 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 97 shares; 2025Q4: 113 shares 113$25.6K<0.01%+16Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 629 shares; 2025Q1: 630 shares; 2025Q2: 622 shares; 2025Q3: 619 shares; 2025Q4: 647 shares 647$25.5K<0.01%+28Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 530 shares; 2025Q1: 1,278 shares; 2025Q2: 1,898 shares; 2025Q3: 1,914 shares; 2025Q4: 1,930 shares 1,930$25.3K<0.01%+16Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 122 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 121 shares 121$25.2K<0.01%+1Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,498 shares; 2025Q1: 1,519 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,449 shares 1,449$25.1K<0.01%+6Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 50 shares; 2025Q1: 60 shares; 2025Q2: 63 shares; 2025Q3: 64 shares; 2025Q4: 63 shares 63$25.1K<0.01%-1Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 176 shares; 2025Q1: 179 shares; 2025Q2: 174 shares; 2025Q3: 143 shares; 2025Q4: 154 shares 154$25K<0.01%+11Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,148 shares; 2025Q1: 625 shares; 2025Q2: 613 shares; 2025Q3: 377 shares; 2025Q4: 371 shares 371$24.8K<0.01%-6Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 80 shares; 2025Q3: 79 shares; 2025Q4: 82 shares 82$24.7K<0.01%+3Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 577 shares; 2025Q1: 308 shares; 2025Q2: 96 shares; 2025Q3: 90 shares; 2025Q4: 108 shares 108$24.2K<0.01%+18Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,481 shares; 2025Q1: 291 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 200 shares 200$23.9K<0.01%+5Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 109 shares; 2025Q1: 108 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111$23.7K<0.01%0Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 193 shares; 2025Q1: 161 shares; 2025Q2: 143 shares; 2025Q3: 136 shares; 2025Q4: 151 shares 151$23.7K<0.01%+15Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 11 shares 11$23.6K<0.01%+5Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares 496$23.6K<0.01%0Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 349 shares; 2025Q1: 350 shares; 2025Q2: 344 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345$23.3K<0.01%0Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138$23.1K<0.01%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 751 shares; 2025Q1: 617 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 957 shares 957$23K<0.01%+7Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 105 shares; 2025Q1: 117 shares; 2025Q2: 119 shares; 2025Q3: 125 shares; 2025Q4: 127 shares 127$22.9K<0.01%+2Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 320 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares 318$22.2K<0.01%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares 158$22K<0.01%0Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 13 shares 13$22K<0.01%+5Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 121 shares; 2025Q1: 127 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 113 shares 113$21.9K<0.01%-1Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 229 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 225 shares; 2025Q4: 194 shares 194$21.8K<0.01%-31Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 251 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$21.7K<0.01%0Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 334 shares 334$21.7K<0.01%+2Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,307 shares; 2025Q1: 2,297 shares; 2025Q2: 1,958 shares; 2025Q3: 1,151 shares; 2025Q4: 535 shares 535$21.5K<0.01%-616Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$21.4K<0.01%0Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262 shares 262$21.4K<0.01%newTimeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 36 shares; 2025Q1: 78 shares; 2025Q2: 70 shares; 2025Q3: 91 shares; 2025Q4: 81 shares 81$20.7K<0.01%-10Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 193 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 196 shares 196$20.7K<0.01%+4Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 30 shares; 2025Q1: 35 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34$20.6K<0.01%0Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 85 shares; 2025Q4: 84 shares 84$20.4K<0.01%-1Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,562 shares; 2025Q1: 576 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 148 shares 148$20.4K<0.01%+1Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 172 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165$20.4K<0.01%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 77 shares; 2025Q1: 97 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$20.3K<0.01%0Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 101 shares; 2025Q1: 103 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111$20K<0.01%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 79 shares; 2025Q1: 137 shares; 2025Q2: 153 shares; 2025Q3: 151 shares; 2025Q4: 148 shares 148$19.6K<0.01%-3Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81$19.2K<0.01%0Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 118 shares; 2025Q1: 82 shares; 2025Q2: 104 shares; 2025Q3: 106 shares; 2025Q4: 132 shares 132$19.1K<0.01%+26Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54$19.1K<0.01%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 623 shares; 2025Q1: 626 shares; 2025Q2: 597 shares; 2025Q3: 583 shares; 2025Q4: 282 shares 282$18.9K<0.01%-301Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34$18.7K<0.01%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 417 shares; 2025Q1: 405 shares; 2025Q2: 522 shares; 2025Q3: 506 shares; 2025Q4: 455 shares 455$18.7K<0.01%-51Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 94 shares; 2025Q1: 92 shares; 2025Q2: 82 shares; 2025Q3: 83 shares; 2025Q4: 72 shares 72$18.7K<0.01%-11Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 200 shares; 2025Q1: 190 shares; 2025Q2: 292 shares; 2025Q3: 294 shares; 2025Q4: 292 shares 292$18.6K<0.01%-2Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 55 shares; 2025Q1: 54 shares; 2025Q2: 66 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48$18.2K<0.01%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares; 2025Q1: 1,418 shares; 2025Q2: 1,360 shares; 2025Q3: 1,368 shares; 2025Q4: 1,125 shares 1,125$18.1K<0.01%-243Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 311 shares; 2025Q1: 308 shares; 2025Q2: 306 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305$17.9K<0.01%0Timeline
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares 4$17.8K<0.01%+1Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 115 shares; 2025Q1: 106 shares; 2025Q2: 108 shares; 2025Q3: 115 shares; 2025Q4: 110 shares 110$17.7K<0.01%-5Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 16 shares; 2025Q1: 10 shares; 2025Q2: 22 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42$17.6K<0.01%0Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 381 shares; 2025Q1: 355 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 375 shares 375$17.6K<0.01%+3Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 474 shares; 2025Q1: 466 shares; 2025Q2: 420 shares; 2025Q3: 418 shares; 2025Q4: 420 shares 420$17.4K<0.01%+2Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108$17.3K<0.01%0Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 84 shares; 2025Q1: 85 shares; 2025Q2: 86 shares; 2025Q3: 91 shares; 2025Q4: 75 shares 75$17.2K<0.01%-16Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 73 shares; 2025Q1: 76 shares; 2025Q2: 73 shares; 2025Q3: 72 shares; 2025Q4: 68 shares 68$17.1K<0.01%-4Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 112 shares; 2025Q1: 117 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 109 shares 109$16.4K<0.01%+8Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 57 shares; 2025Q1: 61 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 83 shares 83$16.4K<0.01%+2Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 627 shares; 2025Q1: 635 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 145 shares 145$16.2K<0.01%+1Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 415 shares; 2025Q1: 350 shares; 2025Q2: 604 shares; 2025Q3: 696 shares; 2025Q4: 693 shares 693$16.2K<0.01%-3Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 234 shares; 2025Q1: 220 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218$16.1K<0.01%0Timeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 584 shares; 2025Q1: 637 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558$16.1K<0.01%0Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 63 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 63 shares 63$15.8K<0.01%+1Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 183 shares; 2025Q1: 107 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292$15.8K<0.01%0Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 381 shares; 2025Q1: 84 shares; 2025Q2: 162 shares; 2025Q3: 502 shares; 2025Q4: 907 shares 907$15.7K<0.01%+405Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 16 shares; 2025Q4: 54 shares 54$15.7K<0.01%+38Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 21 shares; 2025Q1: 38 shares; 2025Q2: 73 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77$15.4K<0.01%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 172 shares; 2025Q1: 174 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 189 shares 189$15.3K<0.01%+1Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 292 shares; 2025Q1: 291 shares; 2025Q2: 277 shares; 2025Q3: 275 shares; 2025Q4: 276 shares 276$15.2K<0.01%+1Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 351 shares; 2025Q1: 320 shares; 2025Q2: 321 shares; 2025Q3: 238 shares; 2025Q4: 222 shares 222$15.1K<0.01%-16Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 813 shares; 2025Q1: 804 shares; 2025Q2: 738 shares; 2025Q3: 306 shares; 2025Q4: 538 shares 538$15.1K<0.01%+232Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 31 shares; 2025Q3: 32 shares; 2025Q4: 35 shares 35$14.8K<0.01%+3Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 30 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 26 shares 26$14.8K<0.01%-6Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 141 shares; 2025Q1: 139 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137$14.4K<0.01%0Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 152 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135$13.9K<0.01%0Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: 78 shares; 2025Q2: 76 shares; 2025Q3: 71 shares; 2025Q4: 76 shares 76$13.8K<0.01%+5Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63$13.7K<0.01%0Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 149 shares 149$13.7K<0.01%+32Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 73 shares; 2025Q1: 61 shares; 2025Q2: 93 shares; 2025Q3: 96 shares; 2025Q4: 104 shares 104$13.6K<0.01%+8Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,577 shares; 2025Q1: 871 shares; 2025Q2: 1,066 shares; 2025Q3: 1,100 shares; 2025Q4: 1,092 shares 1,092$13.6K<0.01%-8Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 364 shares; 2025Q1: 306 shares; 2025Q2: 299 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302$13.5K<0.01%0Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 164 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 121 shares; 2025Q4: 158 shares 158$13.2K<0.01%+37Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 73 shares; 2025Q1: 88 shares; 2025Q2: 101 shares; 2025Q3: 92 shares; 2025Q4: 87 shares 87$13.2K<0.01%-5Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 340 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343$13.2K<0.01%0Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 148 shares; 2025Q1: 146 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 163 shares 163$12.9K<0.01%-3Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 102 shares; 2025Q1: 118 shares; 2025Q2: 131 shares; 2025Q3: 183 shares; 2025Q4: 155 shares 155$12.9K<0.01%-28Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22$12.8K<0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 77 shares; 2025Q1: 98 shares; 2025Q2: 104 shares; 2025Q3: 103 shares; 2025Q4: 104 shares 104$12.8K<0.01%+1Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 79 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73$12.7K<0.01%0Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 201 shares; 2025Q1: 200 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 193 shares 193$12.6K<0.01%+1Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 33 shares; 2025Q1: 46 shares; 2025Q2: 63 shares; 2025Q3: 76 shares; 2025Q4: 91 shares 91$12.4K<0.01%+15Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 25 shares; 2025Q1: 27 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24$12.3K<0.01%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 42 shares; 2025Q1: 41 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 48 shares 48$12.2K<0.01%+1Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ISHARES TRISHARES TR651,601$15.2Mshares
ISHARES TRISHARES TR554,590$14Mshares
CNOBCONNECTONE BANCORP INC350$8.68Kshares
KKELLANOVA91$7.46Kshares
ACHCACADIA HEALTHCARE COMPANY IN97$2.4Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS78$2.18Kshares
CBSHCOMMERCE BANCSHARES INC27$1.61Kshares
CNXCCONCENTRIX CORP28$1.29Kshares
PREMIER INCPREMIER INC37$1.03Kshares
ENPHENPHASE ENERGY INC25$885shares
ANGIANGI INC44$716shares
INFORMATICA INCINFORMATICA INC25$621shares
TFXTELEFLEX INCORPORATED3$368shares
BIRKBIRKENSTOCK HOLDING PLC8$362shares
DOXAMDOCS LTD4$329shares
DUOLDUOLINGO INC1$322shares
INVESCOINVESCO15$311shares
FOXFFOX FACTORY HLDG CORP12$292shares
EXPEAGLE MATLS INC1$234shares
LXPLXP INDUSTRIAL TRUST19$171shares
TEMTEMPUS AI INC2$162shares
MIDDMIDDLEBY CORP1$133shares
HANESBRANDS INCHANESBRANDS INC20$132shares
LBRDALIBERTY BROADBAND CORP2$127shares
SMMTSUMMIT THERAPEUTICS INC6$124shares
UHALU HAUL HOLDING COMPANY2$115shares
AVTAVNET INC2$105shares
AAONAAON INC1$94shares
UFPIUFP INDUSTRIES INC1$94shares
LNWOLIGHT & WONDER INC1$84shares
CROXCROCS INC1$84shares
CUBECUBESMART2$82shares
WHWYNDHAM HOTELS & RESORTS INC1$80shares
LOARLOAR HOLDINGS INC1$80shares
DLBDOLBY LABORATORIES INC1$73shares
KBRKBR INC1$48shares
DEIDOUGLAS EMMETT INC3$47shares
SPRSPIRIT AEROSYSTEMS HLDGS INC1$39shares
VVVVALVOLINE INC1$36shares
PPLIPEOPLE INC1$35shares
BBWIBATH & BODY WORKS INC1$26shares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001633366-26-000003 base2026-02-23acceptance time not in the bulk data set