AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,613 shares; 2024Q4: 11,594 shares; 2025Q1: 12,317 shares; 2025Q2: 50,296 shares; 2025Q3: 13,212 shares; 2025Q4: 55,314 shares 55,314 $15M 3.04% +42,102 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,031 shares; 2024Q4: 119,242 shares; 2025Q1: 119,610 shares; 2025Q2: 163,643 shares; 2025Q3: 113,790 shares; 2025Q4: 179,200 shares 179,200 $15M 3.03% +65,410 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,411 shares; 2024Q4: 105,486 shares; 2025Q1: 110,332 shares; 2025Q2: 230,799 shares; 2025Q3: 105,291 shares; 2025Q4: 250,021 shares 250,021 $15M 3.03% +144,730 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,343 shares; 2024Q4: 253,578 shares; 2025Q1: 255,321 shares; 2025Q2: 274,486 shares; 2025Q3: 244,025 shares; 2025Q4: 284,086 shares 284,086 $13.7M 2.78% +40,061 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,371 shares; 2024Q4: 107,340 shares; 2025Q1: 108,134 shares; 2025Q2: 109,982 shares; 2025Q3: 105,010 shares; 2025Q4: 114,018 shares 114,018 $12.5M 2.53% +9,008 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,118 shares; 2024Q4: 91,169 shares; 2025Q1: 91,622 shares; 2025Q2: 103,851 shares; 2025Q3: 87,590 shares; 2025Q4: 104,127 shares 104,127 $11.5M 2.32% +16,537 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,762 shares; 2024Q4: 105,680 shares; 2025Q1: 108,080 shares; 2025Q2: 110,498 shares; 2025Q3: 104,635 shares; 2025Q4: 116,720 shares 116,720 $11.2M 2.27% +12,085 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,530 shares; 2024Q4: 127,942 shares; 2025Q1: 127,579 shares; 2025Q2: 126,067 shares; 2025Q3: 123,022 shares; 2025Q4: 133,411 shares 133,411 $11M 2.23% +10,389 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,240 shares; 2025Q1: 5,341 shares; 2025Q2: 52,571 shares; 2025Q3: 5,643 shares; 2025Q4: 51,810 shares 51,810 $11M 2.22% +46,167 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,759 shares; 2024Q4: 10,324 shares; 2025Q1: 10,526 shares; 2025Q2: 91,594 shares; 2025Q3: 9,949 shares; 2025Q4: 88,025 shares 88,025 $10.8M 2.19% +78,076 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,310 shares; 2024Q4: 95,862 shares; 2025Q1: 97,208 shares; 2025Q2: 97,552 shares; 2025Q3: 93,291 shares; 2025Q4: 104,090 shares 104,090 $10.2M 2.06% +10,799 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,229 shares; 2024Q4: 81,442 shares; 2025Q1: 82,641 shares; 2025Q2: 81,652 shares; 2025Q3: 79,900 shares; 2025Q4: 86,657 shares 86,657 $8.81M 1.78% +6,757 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,003 shares; 2024Q4: 348,230 shares; 2025Q1: 356,733 shares; 2025Q2: 377,753 shares; 2025Q3: 335,212 shares; 2025Q4: 380,616 shares 380,616 $8.58M 1.73% +45,404 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,401 shares; 2024Q4: 34,474 shares; 2025Q1: 32,223 shares; 2025Q2: 33,087 shares; 2025Q3: 30,957 shares; 2025Q4: 38,439 shares 38,439 $7.17M 1.45% +7,482 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 5,780 shares; 2025Q1: 5,973 shares; 2025Q2: 10,416 shares; 2025Q3: 6,286 shares; 2025Q4: 13,983 shares 13,983 $6.76M 1.37% +7,697 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,386 shares; 2024Q4: 69,133 shares; 2025Q1: 69,232 shares; 2025Q2: 69,490 shares; 2025Q3: 66,608 shares; 2025Q4: 73,525 shares 73,525 $5.93M 1.2% +6,917 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 8,611 shares; 2025Q1: 2,397 shares; 2025Q2: 6,845 shares; 2025Q3: 2,334 shares; 2025Q4: 16,676 shares 16,676 $5.59M 1.13% +14,342 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 13,769 shares; 2025Q1: 13,943 shares; 2025Q2: 14,933 shares; 2025Q3: 10,459 shares; 2025Q4: 14,560 shares 14,560 $4.57M 0.92% +4,101 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,207 shares; 2024Q4: 13,034 shares; 2025Q1: 12,801 shares; 2025Q2: 61,694 shares; 2025Q3: 11,983 shares; 2025Q4: 63,220 shares 63,220 $4.51M 0.91% +51,237 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 2,993 shares; 2025Q1: 3,558 shares; 2025Q2: 32,801 shares; 2025Q3: 3,911 shares; 2025Q4: 34,004 shares 34,004 $4.47M 0.9% +30,093 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,819 shares; 2025Q1: 5,437 shares; 2025Q2: 42,329 shares; 2025Q3: 5,362 shares; 2025Q4: 43,432 shares 43,432 $4.21M 0.85% +38,070 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,052 shares; 2025Q1: 4,070 shares; 2025Q2: 7,578 shares; 2025Q3: 5,619 shares; 2025Q4: 9,179 shares 9,179 $4.13M 0.83% +3,560 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,577 shares; 2025Q1: 5,868 shares; 2025Q2: 9,897 shares; 2025Q3: 7,165 shares; 2025Q4: 13,091 shares 13,091 $4.1M 0.83% +5,926 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 11,552 shares; 2025Q1: 12,937 shares; 2025Q2: 14,543 shares; 2025Q3: 12,014 shares; 2025Q4: 17,154 shares 17,154 $3.96M 0.8% +5,140 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,892 shares; 2025Q1: 5,840 shares; 2025Q2: 32,607 shares; 2025Q3: 5,788 shares; 2025Q4: 33,287 shares 33,287 $3.79M 0.77% +27,499 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,879 shares; 2025Q1: 4,542 shares; 2025Q2: 5,280 shares; 2025Q3: 4,166 shares; 2025Q4: 5,594 shares 5,594 $3.69M 0.75% +1,428 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,811 shares; 2024Q4: 55,164 shares; 2025Q1: 44,374 shares; 2025Q2: 38,417 shares; 2025Q3: 32,701 shares; 2025Q4: 31,932 shares 31,932 $3.52M 0.71% -769 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,861 shares; 2025Q1: 2,036 shares; 2025Q2: 6,322 shares; 2025Q3: 1,914 shares; 2025Q4: 6,997 shares 6,997 $3.41M 0.69% +5,083 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,813 shares; 2024Q4: 52,995 shares; 2025Q1: 93,390 shares; 2025Q2: 45,103 shares; 2025Q3: 37,517 shares; 2025Q4: 37,143 shares 37,143 $3.39M 0.69% -374 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,783 shares; 2025Q1: 3,839 shares; 2025Q2: 9,230 shares; 2025Q3: 3,635 shares; 2025Q4: 8,547 shares 8,547 $3.39M 0.68% +4,912 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 5,058 shares; 2025Q1: 5,613 shares; 2025Q2: 15,149 shares; 2025Q3: 5,630 shares; 2025Q4: 16,544 shares 16,544 $3.16M 0.64% +10,914 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,017 shares; 2024Q4: 43,306 shares; 2025Q1: 44,653 shares; 2025Q2: 37,948 shares; 2025Q3: 31,902 shares; 2025Q4: 30,974 shares 30,974 $3.11M 0.63% -928 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 10,592 shares; 2025Q1: 11,200 shares; 2025Q2: 13,814 shares; 2025Q3: 11,737 shares; 2025Q4: 14,557 shares 14,557 $3.01M 0.61% +2,820 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,990 shares; 2024Q4: 34,541 shares; 2025Q1: 24,516 shares; 2025Q2: 39,848 shares; 2025Q3: 23,153 shares; 2025Q4: 39,110 shares 39,110 $2.9M 0.59% +15,957 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 10,180 shares; 2025Q1: 10,013 shares; 2025Q2: 9,720 shares; 2025Q3: 8,582 shares; 2025Q4: 8,961 shares 8,961 $2.89M 0.58% +379 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,966 shares; 2024Q4: 36,202 shares; 2025Q1: 33,848 shares; 2025Q2: 35,077 shares; 2025Q3: 28,952 shares; 2025Q4: 36,919 shares 36,919 $2.84M 0.58% +7,967 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 6,947 shares; 2025Q1: 7,103 shares; 2025Q2: 7,125 shares; 2025Q3: 6,417 shares; 2025Q4: 7,858 shares 7,858 $2.76M 0.56% +1,441 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,906 shares; 2025Q1: 1,895 shares; 2025Q2: 5,366 shares; 2025Q3: 4,691 shares; 2025Q4: 5,062 shares 5,062 $2.54M 0.51% +371 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 6,482 shares; 2025Q1: 2,032 shares; 2025Q2: 3,850 shares; 2025Q3: 3,435 shares; 2025Q4: 3,710 shares 3,710 $2.53M 0.51% +275 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,928 shares; 2025Q1: 1,868 shares; 2025Q2: 4,181 shares; 2025Q3: 3,787 shares; 2025Q4: 4,089 shares 4,089 $2.51M 0.51% +302 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 895 shares; 2025Q1: 958 shares; 2025Q2: 2,718 shares; 2025Q3: 2,142 shares; 2025Q4: 2,320 shares 2,320 $2.49M 0.5% +178 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,783 shares; 2024Q4: 33,008 shares; 2025Q1: 37,062 shares; 2025Q2: 111,147 shares; 2025Q3: 34,313 shares; 2025Q4: 106,868 shares 106,868 $2.46M 0.5% +72,555 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,270 shares; 2025Q3: not reported; 2025Q4: 71,138 shares 71,138 $2.32M 0.47% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 4,286 shares; 2025Q1: 2,179 shares; 2025Q2: 4,717 shares; 2025Q3: 4,706 shares; 2025Q4: 4,702 shares 4,702 $2.26M 0.46% -4 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,192 shares; 2025Q2: 6,539 shares; 2025Q3: 5,878 shares; 2025Q4: 6,101 shares 6,101 $2.26M 0.46% +223 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,389 shares; 2024Q4: 18,281 shares; 2025Q1: 17,603 shares; 2025Q2: 22,209 shares; 2025Q3: 16,939 shares; 2025Q4: 22,495 shares 22,495 $2.25M 0.45% +5,556 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,937 shares; 2025Q3: 7,098 shares; 2025Q4: 8,728 shares 8,728 $2.24M 0.45% +1,630 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,998 shares; 2024Q4: 10,383 shares; 2025Q1: 5,294 shares; 2025Q2: 11,490 shares; 2025Q3: 11,269 shares; 2025Q4: 11,259 shares 11,259 $2.16M 0.44% -10 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 5,071 shares; 2025Q1: 8,161 shares; 2025Q2: 8,064 shares; 2025Q3: 7,155 shares; 2025Q4: 8,771 shares 8,771 $2.12M 0.43% +1,616 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,894 shares; 2024Q4: 5,769 shares; 2025Q1: 5,353 shares; 2025Q2: 6,841 shares; 2025Q3: 7,331 shares; 2025Q4: 6,911 shares 6,911 $2.1M 0.42% -420 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 4,581 shares; 2025Q1: 4,155 shares; 2025Q2: 4,747 shares; 2025Q3: 5,149 shares; 2025Q4: 6,060 shares 6,060 $2.1M 0.42% +911 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,810 shares; 2025Q1: 3,095 shares; 2025Q2: 10,767 shares; 2025Q3: 3,156 shares; 2025Q4: 11,587 shares 11,587 $2.06M 0.42% +8,431 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,063 shares; 2025Q1: 3,182 shares; 2025Q2: 3,178 shares; 2025Q3: 2,801 shares; 2025Q4: 3,043 shares 3,043 $2.02M 0.41% +242 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 13,051 shares; 2025Q1: 13,087 shares; 2025Q2: 25,894 shares; 2025Q3: 23,851 shares; 2025Q4: 18,056 shares 18,056 $2.01M 0.41% -5,795 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,940 shares; 2025Q3: 2,017 shares; 2025Q4: 17,530 shares 17,530 $1.99M 0.4% +15,513 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,673 shares; 2025Q1: 1,752 shares; 2025Q2: 13,783 shares; 2025Q3: 1,811 shares; 2025Q4: 14,008 shares 14,008 $1.98M 0.4% +12,197 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,295 shares; 2025Q1: 2,024 shares; 2025Q2: 6,082 shares; 2025Q3: 3,819 shares; 2025Q4: 5,967 shares 5,967 $1.88M 0.38% +2,148 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,339 shares; 2025Q3: not reported; 2025Q4: 62,942 shares 62,942 $1.86M 0.38% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,936 shares; 2025Q1: 2,057 shares; 2025Q2: 5,526 shares; 2025Q3: 2,046 shares; 2025Q4: 6,602 shares 6,602 $1.84M 0.37% +4,556 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 2,895 shares; 2025Q1: 2,835 shares; 2025Q2: 2,749 shares; 2025Q3: 2,983 shares; 2025Q4: 3,515 shares 3,515 $1.72M 0.35% +532 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,402 shares; 2025Q1: 5,294 shares; 2025Q2: 5,512 shares; 2025Q3: 4,661 shares; 2025Q4: 5,744 shares 5,744 $1.67M 0.34% +1,083 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 15,904 shares; 2025Q1: 16,150 shares; 2025Q2: 18,830 shares; 2025Q3: 17,170 shares; 2025Q4: 14,533 shares 14,533 $1.59M 0.32% -2,637 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 988 shares; 2025Q1: 855 shares; 2025Q2: 2,192 shares; 2025Q3: 1,715 shares; 2025Q4: 1,791 shares 1,791 $1.54M 0.31% +76 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 7,222 shares; 2025Q1: 7,685 shares; 2025Q2: 10,021 shares; 2025Q3: 7,834 shares; 2025Q4: 9,321 shares 9,321 $1.52M 0.31% +1,487 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,026 shares; 2024Q4: 10,088 shares; 2025Q1: 10,035 shares; 2025Q2: 10,882 shares; 2025Q3: 9,074 shares; 2025Q4: 10,287 shares 10,287 $1.48M 0.3% +1,213 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,452 shares; 2025Q1: 3,729 shares; 2025Q2: 4,538 shares; 2025Q3: 3,825 shares; 2025Q4: 4,039 shares 4,039 $1.41M 0.29% +214 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,585 shares; 2025Q1: 3,676 shares; 2025Q2: 6,110 shares; 2025Q3: 3,825 shares; 2025Q4: 6,069 shares 6,069 $1.39M 0.28% +2,244 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,224 shares; 2025Q1: 7,632 shares; 2025Q2: 5,601 shares; 2025Q3: 6,926 shares; 2025Q4: 6,436 shares 6,436 $1.38M 0.28% -490 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 3,736 shares 3,736 $1.38M 0.28% +1,954 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,754 shares; 2025Q3: not reported; 2025Q4: 10,905 shares 10,905 $1.37M 0.28% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,855 shares; 2025Q1: 1,901 shares; 2025Q2: 1,969 shares; 2025Q3: 1,944 shares; 2025Q4: 1,511 shares 1,511 $1.33M 0.27% -433 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,065 shares; 2025Q1: 771 shares; 2025Q2: 1,897 shares; 2025Q3: 1,785 shares; 2025Q4: 13,667 shares 13,667 $1.28M 0.26% +11,882 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,333 shares; 2025Q1: 6,419 shares; 2025Q2: 7,189 shares; 2025Q3: 8,110 shares; 2025Q4: 7,424 shares 7,424 $1.27M 0.26% -686 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,342 shares 4,342 $1.15M 0.23% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 10,409 shares; 2025Q1: 9,940 shares; 2025Q2: 14,601 shares; 2025Q3: 8,978 shares; 2025Q4: 20,588 shares 20,588 $1.13M 0.23% +11,610 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,950 shares; 2025Q1: 9,235 shares; 2025Q2: 28,037 shares; 2025Q3: 7,762 shares; 2025Q4: 26,722 shares 26,722 $1.11M 0.23% +18,960 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 9,385 shares; 2025Q1: 7,856 shares; 2025Q2: 12,781 shares; 2025Q3: 9,186 shares; 2025Q4: 9,100 shares 9,100 $1.1M 0.22% -86 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,134 shares; 2024Q4: 8,191 shares; 2025Q1: 9,759 shares; 2025Q2: 9,973 shares; 2025Q3: 9,371 shares; 2025Q4: 6,161 shares 6,161 $1.09M 0.22% -3,210 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,280 shares; 2025Q1: 3,456 shares; 2025Q2: 4,210 shares; 2025Q3: 3,769 shares; 2025Q4: 3,953 shares 3,953 $1.09M 0.22% +184 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,384 shares 4,384 $1.06M 0.21% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,391 shares; 2025Q4: 5,949 shares 5,949 $1.06M 0.21% +3,558 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 565 shares; 2025Q1: 652 shares; 2025Q2: 1,372 shares; 2025Q3: 1,076 shares; 2025Q4: 1,156 shares 1,156 $1.05M 0.21% +80 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,231 shares; 2025Q1: 1,318 shares; 2025Q2: 4,559 shares; 2025Q3: 1,254 shares; 2025Q4: 4,905 shares 4,905 $1.04M 0.21% +3,651 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,002 shares; 2025Q1: 6,265 shares; 2025Q2: 6,814 shares; 2025Q3: 6,273 shares; 2025Q4: 7,233 shares 7,233 $1.01M 0.2% +960 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 4,583 shares; 2025Q1: 6,002 shares; 2025Q2: 6,675 shares; 2025Q3: 4,794 shares; 2025Q4: 6,565 shares 6,565 $1M 0.2% +1,771 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 941 shares; 2025Q1: 939 shares; 2025Q2: 1,077 shares; 2025Q3: 1,303 shares; 2025Q4: 823 shares 823 $1000K 0.2% -480 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,458 shares; 2025Q1: 6,484 shares; 2025Q2: 7,075 shares; 2025Q3: 4,432 shares; 2025Q4: 5,535 shares 5,535 $999K 0.2% +1,103 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 14,338 shares; 2025Q1: 16,028 shares; 2025Q2: 33,799 shares; 2025Q3: 19,660 shares; 2025Q4: 50,557 shares 50,557 $998K 0.2% +30,897 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,135 shares 34,135 $984K 0.2% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 5,612 shares; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 950 shares; 2025Q4: 5,021 shares 5,021 $979K 0.2% +4,071 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,074 shares; 2025Q3: not reported; 2025Q4: 10,868 shares 10,868 $972K 0.2% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,139 shares; 2025Q1: 2,751 shares; 2025Q2: 2,303 shares; 2025Q3: 2,120 shares; 2025Q4: 3,163 shares 3,163 $967K 0.2% +1,043 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 797 shares; 2025Q1: 786 shares; 2025Q2: 841 shares; 2025Q3: 799 shares; 2025Q4: 903 shares 903 $967K 0.2% +104 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,259 shares; 2024Q4: 15,517 shares; 2025Q1: 15,572 shares; 2025Q2: 15,763 shares; 2025Q3: 15,335 shares; 2025Q4: 19,020 shares 19,020 $966K 0.2% +3,685 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,318 shares; 2024Q4: 14,581 shares; 2025Q1: 16,040 shares; 2025Q2: 37,508 shares; 2025Q3: 21,471 shares; 2025Q4: 49,208 shares 49,208 $963K 0.19% +27,737 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 5,914 shares; 2025Q1: 5,940 shares; 2025Q2: 6,955 shares; 2025Q3: 5,832 shares; 2025Q4: 10,236 shares 10,236 $958K 0.19% +4,404 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 13,563 shares; 2025Q1: 15,004 shares; 2025Q2: 6,513 shares; 2025Q3: 5,580 shares; 2025Q4: 9,087 shares 9,087 $957K 0.19% +3,507 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 12,061 shares; 2025Q1: 15,374 shares; 2025Q2: 36,683 shares; 2025Q3: 18,866 shares; 2025Q4: 45,476 shares 45,476 $937K 0.19% +26,610 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 10,233 shares; 2025Q1: 10,144 shares; 2025Q2: 10,686 shares; 2025Q3: 10,471 shares; 2025Q4: 11,431 shares 11,431 $915K 0.18% +960 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,849 shares 16,849 $909K 0.18% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,416 shares; 2025Q1: 4,439 shares; 2025Q2: 4,520 shares; 2025Q3: 4,443 shares; 2025Q4: 4,352 shares 4,352 $906K 0.18% -91 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,114 shares 4,114 $893K 0.18% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,224 shares; 2025Q1: 4,267 shares; 2025Q2: 5,386 shares; 2025Q3: 4,220 shares; 2025Q4: 6,173 shares 6,173 $885K 0.18% +1,953 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 8,179 shares; 2025Q1: 7,699 shares; 2025Q2: 8,030 shares; 2025Q3: 9,655 shares; 2025Q4: 12,027 shares 12,027 $884K 0.18% +2,372 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,113 shares; 2024Q4: 13,558 shares; 2025Q1: 13,837 shares; 2025Q2: 13,226 shares; 2025Q3: 11,300 shares; 2025Q4: 12,540 shares 12,540 $879K 0.18% +1,240 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,433 shares; 2024Q4: 6,495 shares; 2025Q1: 6,493 shares; 2025Q2: 7,005 shares; 2025Q3: 4,257 shares; 2025Q4: 5,055 shares 5,055 $877K 0.18% +798 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,175 shares; 2025Q1: 3,181 shares; 2025Q2: 3,224 shares; 2025Q3: 3,142 shares; 2025Q4: 3,233 shares 3,233 $877K 0.18% +91 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares 4,158 $868K 0.18% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,802 shares; 2025Q1: 1,788 shares; 2025Q2: 1,840 shares; 2025Q3: 1,543 shares; 2025Q4: 1,696 shares 1,696 $866K 0.18% +153 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 1,970 shares; 2025Q3: 1,205 shares; 2025Q4: 1,559 shares 1,559 $862K 0.17% +354 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares; 2025Q4: 7,525 shares 7,525 $856K 0.17% +4,266 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,674 shares; 2025Q1: 2,669 shares; 2025Q2: 2,692 shares; 2025Q3: 2,619 shares; 2025Q4: 2,955 shares 2,955 $854K 0.17% +336 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $851K 0.17% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,691 shares; 2025Q1: 2,683 shares; 2025Q2: 2,763 shares; 2025Q3: 2,653 shares; 2025Q4: 3,658 shares 3,658 $846K 0.17% +1,005 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 8,852 shares; 2025Q1: 8,827 shares; 2025Q2: 9,011 shares; 2025Q3: 8,724 shares; 2025Q4: 9,873 shares 9,873 $845K 0.17% +1,149 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,689 shares; 2024Q4: 12,508 shares; 2025Q1: 11,349 shares; 2025Q2: 12,327 shares; 2025Q3: 10,152 shares; 2025Q4: 12,543 shares 12,543 $843K 0.17% +2,391 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,655 shares; 2025Q3: not reported; 2025Q4: 33,530 shares 33,530 $841K 0.17% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,647 shares; 2025Q1: 2,641 shares; 2025Q2: 2,672 shares; 2025Q3: 2,592 shares; 2025Q4: 2,959 shares 2,959 $832K 0.17% +367 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 1,993 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,538 shares 2,538 $831K 0.17% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,343 shares 33,343 $830K 0.17% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 9,197 shares; 2025Q1: 9,223 shares; 2025Q2: 9,363 shares; 2025Q3: 9,117 shares; 2025Q4: 11,142 shares 11,142 $830K 0.17% +2,025 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 26,662 shares; 2025Q1: 24,820 shares; 2025Q2: 25,960 shares; 2025Q3: 24,726 shares; 2025Q4: 17,895 shares 17,895 $829K 0.17% -6,831 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 955 shares; 2025Q1: 973 shares; 2025Q2: 2,610 shares; 2025Q3: 928 shares; 2025Q4: 2,738 shares 2,738 $827K 0.17% +1,810 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,604 shares; 2025Q1: 2,601 shares; 2025Q2: 2,703 shares; 2025Q3: 2,558 shares; 2025Q4: 3,613 shares 3,613 $827K 0.17% +1,055 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,986 shares; 2025Q1: 1,948 shares; 2025Q2: 2,147 shares; 2025Q3: 1,945 shares; 2025Q4: 2,400 shares 2,400 $827K 0.17% +455 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,038 shares; 2025Q1: 1,226 shares; 2025Q2: 1,454 shares; 2025Q3: 1,282 shares; 2025Q4: 1,737 shares 1,737 $822K 0.17% +455 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,181 shares 8,181 $817K 0.17% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,607 shares; 2025Q1: 6,724 shares; 2025Q2: 7,385 shares; 2025Q3: 6,804 shares; 2025Q4: 7,413 shares 7,413 $817K 0.17% +609 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,038 shares 5,038 $816K 0.16% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,443 shares; 2025Q1: 4,339 shares; 2025Q2: 4,764 shares; 2025Q3: 4,221 shares; 2025Q4: 5,049 shares 5,049 $811K 0.16% +828 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,036 shares; 2024Q4: 11,958 shares; 2025Q1: 12,039 shares; 2025Q2: 15,580 shares; 2025Q3: 11,879 shares; 2025Q4: 19,645 shares 19,645 $808K 0.16% +7,766 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,443 shares; 2025Q1: 4,425 shares; 2025Q2: 4,612 shares; 2025Q3: 4,490 shares; 2025Q4: 8,073 shares 8,073 $801K 0.16% +3,583 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,899 shares; 2025Q1: 2,970 shares; 2025Q2: 3,235 shares; 2025Q3: 2,931 shares; 2025Q4: 2,919 shares 2,919 $797K 0.16% -12 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,985 shares 9,985 $792K 0.16% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,414 shares; 2025Q1: 3,070 shares; 2025Q2: 2,997 shares; 2025Q3: 2,898 shares; 2025Q4: 2,526 shares 2,526 $789K 0.16% -372 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,113 shares; 2025Q1: 1,112 shares; 2025Q2: 1,129 shares; 2025Q3: 1,098 shares; 2025Q4: 889 shares 889 $781K 0.16% -209 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,097 shares; 2025Q1: 3,944 shares; 2025Q2: 3,844 shares; 2025Q3: 3,756 shares; 2025Q4: 4,195 shares 4,195 $778K 0.16% +439 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares 2,013 $772K 0.16% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,780 shares; 2025Q3: 2,818 shares; 2025Q4: 9,497 shares 9,497 $771K 0.16% +6,679 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,302 shares; 2025Q1: 3,309 shares; 2025Q2: 5,448 shares; 2025Q3: 3,070 shares; 2025Q4: 7,189 shares 7,189 $770K 0.16% +4,119 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,639 shares 1,639 $765K 0.15% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 14,190 shares; 2025Q1: 12,874 shares; 2025Q2: 15,238 shares; 2025Q3: 12,451 shares; 2025Q4: 14,218 shares 14,218 $764K 0.15% +1,767 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,466 shares; 2025Q1: 7,497 shares; 2025Q2: 7,659 shares; 2025Q3: 7,491 shares; 2025Q4: 7,944 shares 7,944 $763K 0.15% +453 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 188 shares; 2025Q3: 122 shares; 2025Q4: 142 shares 142 $763K 0.15% +20 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,441 shares; 2024Q4: 31,830 shares; 2025Q1: 28,880 shares; 2025Q2: 28,963 shares; 2025Q3: 28,251 shares; 2025Q4: 29,316 shares 29,316 $757K 0.15% +1,065 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 16,036 shares; 2025Q1: 11,726 shares; 2025Q2: 17,119 shares; 2025Q3: 11,931 shares; 2025Q4: 14,752 shares 14,752 $742K 0.15% +2,821 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,834 shares; 2025Q1: 4,963 shares; 2025Q2: 5,152 shares; 2025Q3: 3,166 shares; 2025Q4: 3,610 shares 3,610 $741K 0.15% +444 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,104 shares; 2025Q1: 7,218 shares; 2025Q2: 7,788 shares; 2025Q3: 7,115 shares; 2025Q4: 7,695 shares 7,695 $741K 0.15% +580 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,512 shares; 2025Q1: 2,526 shares; 2025Q2: 2,571 shares; 2025Q3: 2,503 shares; 2025Q4: 3,812 shares 3,812 $740K 0.15% +1,309 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,176 shares; 2025Q1: 2,182 shares; 2025Q2: 2,386 shares; 2025Q3: 2,156 shares; 2025Q4: 2,556 shares 2,556 $738K 0.15% +400 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,116 shares; 2025Q2: 2,047 shares; 2025Q3: 1,880 shares; 2025Q4: 1,748 shares 1,748 $738K 0.15% -132 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 17,003 shares; 2025Q1: 15,350 shares; 2025Q2: 15,483 shares; 2025Q3: 14,894 shares; 2025Q4: 15,474 shares 15,474 $724K 0.15% +580 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,459 shares; 2025Q3: not reported; 2025Q4: 8,511 shares 8,511 $720K 0.15% new Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424,063 shares; 2025Q2: 409,328 shares; 2025Q3: 370,096 shares; 2025Q4: 324,367 shares 324,367 $717K 0.14% -45,729 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,960 shares 7,960 $716K 0.14% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,184 shares; 2025Q3: 1,121 shares; 2025Q4: 1,049 shares 1,049 $707K 0.14% -72 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 8,039 shares; 2025Q1: 7,523 shares; 2025Q2: 12,133 shares; 2025Q3: 6,117 shares; 2025Q4: 10,904 shares 10,904 $702K 0.14% +4,787 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,502 shares; 2025Q3: not reported; 2025Q4: 9,013 shares 9,013 $702K 0.14% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,673 shares; 2025Q1: 3,732 shares; 2025Q2: 4,482 shares; 2025Q3: 3,768 shares; 2025Q4: 4,649 shares 4,649 $699K 0.14% +881 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,162 shares; 2025Q1: 2,163 shares; 2025Q2: 2,185 shares; 2025Q3: 2,121 shares; 2025Q4: 2,193 shares 2,193 $699K 0.14% +72 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 7,051 shares; 2025Q1: 6,582 shares; 2025Q2: 7,013 shares; 2025Q3: 6,609 shares; 2025Q4: 5,039 shares 5,039 $695K 0.14% -1,570 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,239 shares; 2025Q2: 16,387 shares; 2025Q3: 15,202 shares; 2025Q4: 35,822 shares 35,822 $675K 0.14% +20,620 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,094 shares; 2024Q4: 20,519 shares; 2025Q1: 16,178 shares; 2025Q2: 16,461 shares; 2025Q3: 15,911 shares; 2025Q4: 12,431 shares 12,431 $666K 0.13% -3,480 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 972 shares; 2025Q1: 993 shares; 2025Q2: 1,051 shares; 2025Q3: 937 shares; 2025Q4: 1,069 shares 1,069 $665K 0.13% +132 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,060 shares; 2025Q1: 1,714 shares; 2025Q2: 4,748 shares; 2025Q3: 1,714 shares; 2025Q4: 4,152 shares 4,152 $665K 0.13% +2,438 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,442 shares; 2025Q1: 2,625 shares; 2025Q2: 2,547 shares; 2025Q3: 2,328 shares; 2025Q4: 2,120 shares 2,120 $663K 0.13% -208 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 5,269 shares; 2025Q1: 5,994 shares; 2025Q2: 6,332 shares; 2025Q3: 6,157 shares; 2025Q4: 6,971 shares 6,971 $657K 0.13% +814 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,975 shares; 2025Q3: not reported; 2025Q4: 7,055 shares 7,055 $652K 0.13% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,932 shares; 2025Q3: not reported; 2025Q4: 27,631 shares 27,631 $646K 0.13% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,014 shares; 2025Q1: 5,017 shares; 2025Q2: 4,322 shares; 2025Q3: 2,098 shares; 2025Q4: 1,825 shares 1,825 $645K 0.13% -273 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,588 shares; 2025Q1: 1,257 shares; 2025Q2: 1,256 shares; 2025Q3: 1,155 shares; 2025Q4: 1,125 shares 1,125 $637K 0.13% -30 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,741 shares; 2025Q3: 7,108 shares; 2025Q4: 6,369 shares 6,369 $636K 0.13% -739 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,680 shares; 2024Q4: 27,103 shares; 2025Q1: 27,876 shares; 2025Q2: 28,397 shares; 2025Q3: 27,584 shares; 2025Q4: 29,066 shares 29,066 $630K 0.13% +1,482 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,773 shares; 2025Q2: 5,608 shares; 2025Q3: 5,343 shares; 2025Q4: 4,999 shares 4,999 $629K 0.13% -344 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,380 shares; 2025Q1: 4,485 shares; 2025Q2: 6,559 shares; 2025Q3: 3,907 shares; 2025Q4: 3,678 shares 3,678 $629K 0.13% -229 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,101 shares 7,101 $622K 0.13% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,403 shares; 2025Q3: 3,054 shares; 2025Q4: 2,660 shares 2,660 $609K 0.12% -394 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 12,820 shares; 2025Q1: 14,093 shares; 2025Q2: 17,763 shares; 2025Q3: 15,742 shares; 2025Q4: 26,854 shares 26,854 $607K 0.12% +11,112 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,771 shares; 2025Q1: 14,514 shares; 2025Q2: 17,867 shares; 2025Q3: 17,650 shares; 2025Q4: 25,991 shares 25,991 $607K 0.12% +8,341 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 834 shares; 2025Q1: 777 shares; 2025Q2: 776 shares; 2025Q3: 1,069 shares; 2025Q4: 3,940 shares 3,940 $604K 0.12% +2,871 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 1,162 shares; 2025Q1: 2,668 shares; 2025Q2: 2,587 shares; 2025Q3: 3,011 shares; 2025Q4: 2,780 shares 2,780 $603K 0.12% -231 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,870 shares; 2025Q1: 2,292 shares; 2025Q2: 2,591 shares; 2025Q3: 2,437 shares; 2025Q4: 2,730 shares 2,730 $602K 0.12% +293 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares 3,693 $594K 0.12% new Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,967 shares; 2024Q4: 11,513 shares; 2025Q1: 14,321 shares; 2025Q2: 17,403 shares; 2025Q3: 16,017 shares; 2025Q4: 26,801 shares 26,801 $590K 0.12% +10,784 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 9,253 shares; 2025Q1: 10,318 shares; 2025Q2: 4,965 shares; 2025Q3: 3,894 shares; 2025Q4: 3,949 shares 3,949 $567K 0.11% +55 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 8,540 shares; 2025Q1: 9,448 shares; 2025Q2: 10,554 shares; 2025Q3: 6,376 shares; 2025Q4: 6,890 shares 6,890 $565K 0.11% +514 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,289 shares; 2025Q1: 1,256 shares; 2025Q2: 1,405 shares; 2025Q3: 1,334 shares; 2025Q4: 1,652 shares 1,652 $562K 0.11% +318 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 7,198 shares; 2025Q1: 7,206 shares; 2025Q2: 7,963 shares; 2025Q3: 7,377 shares; 2025Q4: 8,606 shares 8,606 $560K 0.11% +1,229 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: not reported; 2025Q1: 5,798 shares; 2025Q2: 5,978 shares; 2025Q3: 6,939 shares; 2025Q4: 6,520 shares 6,520 $554K 0.11% -419 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 7,960 shares; 2025Q1: 10,167 shares; 2025Q2: 11,791 shares; 2025Q3: 20,359 shares; 2025Q4: 18,057 shares 18,057 $545K 0.11% -2,302 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,419 shares; 2025Q4: 6,725 shares 6,725 $545K 0.11% +4,306 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,382 shares; 2025Q3: not reported; 2025Q4: 6,001 shares 6,001 $540K 0.11% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,436 shares; 2025Q3: not reported; 2025Q4: 4,522 shares 4,522 $540K 0.11% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,637 shares; 2025Q3: not reported; 2025Q4: 8,497 shares 8,497 $531K 0.11% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,850 shares; 2025Q3: not reported; 2025Q4: 9,061 shares 9,061 $530K 0.11% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,170 shares; 2025Q3: not reported; 2025Q4: 5,759 shares 5,759 $527K 0.11% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,798 shares; 2025Q1: 2,808 shares; 2025Q2: 3,185 shares; 2025Q3: 2,914 shares; 2025Q4: 3,583 shares 3,583 $526K 0.11% +669 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares; 2025Q3: 3,563 shares; 2025Q4: 2,864 shares 2,864 $522K 0.11% -699 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,014 shares 7,014 $520K 0.11% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,956 shares; 2025Q1: 1,970 shares; 2025Q2: 2,056 shares; 2025Q3: 3,661 shares; 2025Q4: 3,632 shares 3,632 $518K 0.1% -29 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 5,843 shares; 2025Q1: 5,342 shares; 2025Q2: 2,001 shares; 2025Q3: not reported; 2025Q4: 3,205 shares 3,205 $517K 0.1% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,553 shares 4,553 $515K 0.1% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,651 shares; 2025Q1: 2,765 shares; 2025Q2: 3,244 shares; 2025Q3: 2,950 shares; 2025Q4: 2,894 shares 2,894 $515K 0.1% -56 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,512 shares; 2025Q1: 4,458 shares; 2025Q2: 4,933 shares; 2025Q3: 4,455 shares; 2025Q4: 4,668 shares 4,668 $515K 0.1% +213 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 3,781 shares 3,781 $511K 0.1% +2,138 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,851 shares 1,851 $510K 0.1% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 6,910 shares; 2025Q1: 6,551 shares; 2025Q2: 6,642 shares; 2025Q3: 6,320 shares; 2025Q4: 6,466 shares 6,466 $509K 0.1% +146 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,125 shares; 2024Q4: 9,355 shares; 2025Q1: 9,251 shares; 2025Q2: 10,462 shares; 2025Q3: 9,658 shares; 2025Q4: 11,798 shares 11,798 $505K 0.1% +2,140 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $503K 0.1% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 237 shares; 2025Q1: 459 shares; 2025Q2: 439 shares; 2025Q3: 426 shares; 2025Q4: 378 shares 378 $503K 0.1% -48 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: 2,552 shares 2,552 $494K 0.1% -4 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 538 shares; 2025Q4: 529 shares 529 $494K 0.1% -9 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares; 2025Q4: 806 shares 806 $493K 0.1% +202 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,628 shares; 2025Q2: 10,980 shares; 2025Q3: 11,460 shares; 2025Q4: 22,769 shares 22,769 $490K 0.1% +11,309 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 2,379 shares 2,379 $489K 0.1% +259 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,848 shares; 2025Q1: 2,852 shares; 2025Q2: 3,774 shares; 2025Q3: 2,087 shares; 2025Q4: 1,775 shares 1,775 $488K 0.1% -312 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,511 shares; 2025Q1: 4,524 shares; 2025Q2: 4,749 shares; 2025Q3: 4,456 shares; 2025Q4: 4,452 shares 4,452 $488K 0.1% -4 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,522 shares; 2025Q4: 9,360 shares 9,360 $485K 0.1% -162 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 3,361 shares; 2025Q1: 5,770 shares; 2025Q2: 5,967 shares; 2025Q3: 8,287 shares; 2025Q4: 8,848 shares 8,848 $479K 0.1% +561 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,331 shares; 2025Q1: 3,378 shares; 2025Q2: 3,370 shares; 2025Q3: 2,952 shares; 2025Q4: 2,719 shares 2,719 $472K 0.1% -233 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 5,668 shares; 2025Q1: 6,990 shares; 2025Q2: 7,677 shares; 2025Q3: 7,519 shares; 2025Q4: 8,831 shares 8,831 $471K 0.1% +1,312 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,433 shares; 2024Q4: 17,697 shares; 2025Q1: 16,863 shares; 2025Q2: 16,968 shares; 2025Q3: 16,240 shares; 2025Q4: 16,541 shares 16,541 $463K 0.09% +301 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,678 shares; 2025Q1: 5,626 shares; 2025Q2: 6,052 shares; 2025Q3: 5,755 shares; 2025Q4: 6,817 shares 6,817 $459K 0.09% +1,062 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,425 shares; 2025Q4: 40,326 shares 40,326 $458K 0.09% -99 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 5,213 shares; 2025Q1: 2,903 shares; 2025Q2: 5,530 shares; 2025Q3: 2,704 shares; 2025Q4: 3,120 shares 3,120 $457K 0.09% +416 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,041 shares; 2025Q3: not reported; 2025Q4: 6,185 shares 6,185 $455K 0.09% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,351 shares; 2024Q4: 24,747 shares; 2025Q1: 23,521 shares; 2025Q2: 23,002 shares; 2025Q3: 22,103 shares; 2025Q4: 23,141 shares 23,141 $447K 0.09% +1,038 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,467 shares; 2025Q1: 6,269 shares; 2025Q2: 6,006 shares; 2025Q3: 5,411 shares; 2025Q4: 4,654 shares 4,654 $444K 0.09% -757 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: not reported; 2025Q4: 7,786 shares 7,786 $442K 0.09% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,213 shares; 2024Q4: 15,746 shares; 2025Q1: 16,282 shares; 2025Q2: 16,548 shares; 2025Q3: 16,128 shares; 2025Q4: 17,034 shares 17,034 $440K 0.09% +906 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 13,879 shares; 2025Q1: 17,917 shares; 2025Q2: 18,149 shares; 2025Q3: 16,005 shares; 2025Q4: 14,687 shares 14,687 $439K 0.09% -1,318 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,339 shares; 2025Q4: 9,126 shares 9,126 $437K 0.09% -213 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,201 shares; 2025Q2: 12,601 shares; 2025Q3: 11,457 shares; 2025Q4: 10,144 shares 10,144 $436K 0.09% -1,313 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 929 shares 929 $435K 0.09% +117 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,476 shares; 2025Q1: 1,517 shares; 2025Q2: 1,492 shares; 2025Q3: 1,339 shares; 2025Q4: 1,340 shares 1,340 $429K 0.09% +1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,010 shares; 2025Q3: 836 shares; 2025Q4: 726 shares 726 $421K 0.09% -110 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,257 shares; 2025Q1: 5,416 shares; 2025Q2: 5,237 shares; 2025Q3: 5,146 shares; 2025Q4: 3,599 shares 3,599 $420K 0.08% -1,547 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,257 shares; 2025Q4: 5,152 shares 5,152 $419K 0.08% -105 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,296 shares; 2025Q1: 1,310 shares; 2025Q2: 1,324 shares; 2025Q3: 1,266 shares; 2025Q4: 929 shares 929 $413K 0.08% -337 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,181 shares; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: 1,167 shares; 2025Q4: 1,166 shares 1,166 $412K 0.08% -1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 598 shares 598 $410K 0.08% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 10,124 shares; 2025Q4: 9,880 shares 9,880 $407K 0.08% -244 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,923 shares; 2025Q3: not reported; 2025Q4: 11,148 shares 11,148 $406K 0.08% new Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,524 shares; 2025Q2: 12,689 shares; 2025Q3: 11,399 shares; 2025Q4: 13,639 shares 13,639 $405K 0.08% +2,240 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,172 shares; 2025Q3: not reported; 2025Q4: 16,456 shares 16,456 $396K 0.08% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 3,922 shares; 2025Q1: 4,026 shares; 2025Q2: 5,209 shares; 2025Q3: 4,323 shares; 2025Q4: 5,649 shares 5,649 $395K 0.08% +1,326 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,724 shares; 2025Q2: 5,886 shares; 2025Q3: 5,032 shares; 2025Q4: 4,672 shares 4,672 $393K 0.08% -360 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,304 shares; 2025Q1: 1,772 shares; 2025Q2: 1,839 shares; 2025Q3: 1,979 shares; 2025Q4: 1,976 shares 1,976 $384K 0.08% -3 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: not reported; 2025Q4: 1,110 shares 1,110 $382K 0.08% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 1,960 shares; 2025Q1: 1,975 shares; 2025Q2: 2,082 shares; 2025Q3: 1,940 shares; 2025Q4: 1,937 shares 1,937 $381K 0.08% -3 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 631 shares; 2025Q1: 670 shares; 2025Q2: 695 shares; 2025Q3: 651 shares; 2025Q4: 663 shares 663 $381K 0.08% +12 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 2,183 shares; 2025Q3: 1,945 shares; 2025Q4: 1,675 shares 1,675 $379K 0.08% -270 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,500 shares; 2025Q1: 10,530 shares; 2025Q2: 11,453 shares; 2025Q3: 12,029 shares; 2025Q4: 12,383 shares 12,383 $378K 0.08% +354 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,621 shares; 2025Q1: 3,642 shares; 2025Q2: 1,535 shares; 2025Q3: 1,265 shares; 2025Q4: 1,137 shares 1,137 $375K 0.08% -128 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,080 shares; 2025Q1: 2,060 shares; 2025Q2: 2,069 shares; 2025Q3: 2,033 shares; 2025Q4: 2,034 shares 2,034 $373K 0.08% +1 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,214 shares; 2025Q3: 2,696 shares; 2025Q4: 4,357 shares 4,357 $372K 0.08% +1,661 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,777 shares; 2025Q4: 38,475 shares 38,475 $371K 0.08% -302 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,870 shares; 2025Q1: 12,119 shares; 2025Q2: 12,280 shares; 2025Q3: 11,945 shares; 2025Q4: 12,612 shares 12,612 $368K 0.07% +667 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,637 shares; 2025Q4: 4,647 shares 4,647 $368K 0.07% +10 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,034 shares; 2025Q1: 2,058 shares; 2025Q2: 2,165 shares; 2025Q3: 1,644 shares; 2025Q4: 1,617 shares 1,617 $368K 0.07% -27 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 634 shares; 2025Q3: 573 shares; 2025Q4: 479 shares 479 $367K 0.07% -94 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 1,787 shares 1,787 $366K 0.07% -6 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 4,177 shares; 2025Q1: 3,077 shares; 2025Q2: 2,913 shares; 2025Q3: 2,592 shares; 2025Q4: 1,791 shares 1,791 $364K 0.07% -801 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares; 2025Q3: not reported; 2025Q4: 3,857 shares 3,857 $363K 0.07% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,509 shares; 2024Q4: 8,344 shares; 2025Q1: not reported; 2025Q2: 9,579 shares; 2025Q3: 8,679 shares; 2025Q4: 4,551 shares 4,551 $361K 0.07% -4,128 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,024 shares; 2025Q1: 3,706 shares; 2025Q2: 3,854 shares; 2025Q3: 3,726 shares; 2025Q4: 3,901 shares 3,901 $360K 0.07% +175 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 5,530 shares 5,530 $360K 0.07% +653 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,682 shares; 2025Q4: 6,689 shares 6,689 $357K 0.07% +7 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares; 2025Q4: 4,750 shares 4,750 $354K 0.07% -95 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,738 shares; 2025Q1: 1,788 shares; 2025Q2: 1,865 shares; 2025Q3: 1,664 shares; 2025Q4: 1,449 shares 1,449 $352K 0.07% -215 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,595 shares; 2025Q3: not reported; 2025Q4: 3,648 shares 3,648 $350K 0.07% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,512 shares; 2025Q1: 3,561 shares; 2025Q2: 3,800 shares; 2025Q3: 3,170 shares; 2025Q4: 3,391 shares 3,391 $349K 0.07% +221 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,417 shares; 2025Q4: 14,267 shares 14,267 $349K 0.07% -150 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,785 shares; 2025Q1: 1,734 shares; 2025Q2: 1,875 shares; 2025Q3: 1,787 shares; 2025Q4: 2,094 shares 2,094 $348K 0.07% +307 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 1,702 shares 1,702 $348K 0.07% -41 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,619 shares 2,619 $348K 0.07% -47 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,591 shares; 2025Q1: 4,470 shares; 2025Q2: 4,484 shares; 2025Q3: 4,410 shares; 2025Q4: 3,756 shares 3,756 $345K 0.07% -654 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,002 shares; 2025Q1: 739 shares; 2025Q2: 770 shares; 2025Q3: 504 shares; 2025Q4: 510 shares 510 $345K 0.07% +6 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,686 shares; 2025Q1: 2,635 shares; 2025Q2: 2,910 shares; 2025Q3: 2,707 shares; 2025Q4: 3,210 shares 3,210 $345K 0.07% +503 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 9,676 shares; 2025Q1: 7,048 shares; 2025Q2: 7,290 shares; 2025Q3: 5,708 shares; 2025Q4: 5,691 shares 5,691 $344K 0.07% -17 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,181 shares 1,181 $335K 0.07% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,658 shares 1,658 $333K 0.07% +205 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,007 shares; 2025Q1: 2,794 shares; 2025Q2: 2,755 shares; 2025Q3: 2,603 shares; 2025Q4: 2,669 shares 2,669 $333K 0.07% +66 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 987 shares 987 $332K 0.07% -24 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: not reported; 2025Q4: 439 shares 439 $331K 0.07% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309 shares; 2024Q4: 5,372 shares; 2025Q1: 5,483 shares; 2025Q2: 5,790 shares; 2025Q3: 4,317 shares; 2025Q4: 4,256 shares 4,256 $330K 0.07% -61 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 3,990 shares; 2025Q4: 1,150 shares 1,150 $328K 0.07% -2,840 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,414 shares 3,414 $327K 0.07% +214 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,852 shares; 2025Q3: 6,483 shares; 2025Q4: 6,468 shares 6,468 $327K 0.07% -15 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,028 shares; 2025Q4: 3,973 shares 3,973 $326K 0.07% -55 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,432 shares; 2025Q1: 11,522 shares; 2025Q2: 11,413 shares; 2025Q3: 10,747 shares; 2025Q4: 11,136 shares 11,136 $325K 0.07% +389 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,359 shares; 2025Q2: 53,890 shares; 2025Q3: 48,415 shares; 2025Q4: 40,304 shares 40,304 $325K 0.07% -8,111 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,743 shares; 2025Q1: 1,727 shares; 2025Q2: 1,880 shares; 2025Q3: 1,769 shares; 2025Q4: 2,118 shares 2,118 $325K 0.07% +349 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,821 shares; 2025Q3: 5,588 shares; 2025Q4: 7,902 shares 7,902 $325K 0.07% +2,314 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: 1,756 shares 1,756 $324K 0.07% -3,647 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,874 shares; 2025Q3: 3,547 shares; 2025Q4: 4,024 shares 4,024 $323K 0.07% +477 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 165 shares; 2025Q1: 159 shares; 2025Q2: 160 shares; 2025Q3: 154 shares; 2025Q4: 160 shares 160 $322K 0.07% +6 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 29,737 shares; 2025Q1: 29,253 shares; 2025Q2: 24,294 shares; 2025Q3: 22,956 shares; 2025Q4: 22,879 shares 22,879 $321K 0.06% -77 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,294 shares; 2025Q1: 2,341 shares; 2025Q2: 2,331 shares; 2025Q3: 2,278 shares; 2025Q4: 1,563 shares 1,563 $320K 0.06% -715 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,436 shares; 2024Q4: 7,522 shares; 2025Q1: 7,633 shares; 2025Q2: 8,105 shares; 2025Q3: 5,203 shares; 2025Q4: 5,118 shares 5,118 $320K 0.06% -85 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,998 shares; 2025Q4: 1,993 shares 1,993 $320K 0.06% -5 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,730 shares; 2025Q1: not reported; 2025Q2: 3,195 shares; 2025Q3: 2,963 shares; 2025Q4: 3,699 shares 3,699 $319K 0.06% +736 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,806 shares; 2025Q1: 2,910 shares; 2025Q2: 3,009 shares; 2025Q3: 3,327 shares; 2025Q4: 3,299 shares 3,299 $319K 0.06% -28 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,113 shares; 2025Q4: 32,490 shares 32,490 $316K 0.06% -623 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,962 shares; 2025Q3: 9,422 shares; 2025Q4: 7,232 shares 7,232 $315K 0.06% -2,190 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,506 shares; 2025Q1: 1,882 shares; 2025Q2: 1,947 shares; 2025Q3: 1,876 shares; 2025Q4: 547 shares 547 $312K 0.06% -1,329 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,945 shares; 2025Q4: 6,829 shares 6,829 $311K 0.06% -116 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,904 shares; 2025Q1: 2,837 shares; 2025Q2: not reported; 2025Q3: 2,944 shares; 2025Q4: 3,672 shares 3,672 $310K 0.06% +728 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares 1,572 $310K 0.06% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,495 shares; 2025Q1: 3,674 shares; 2025Q2: 3,801 shares; 2025Q3: 3,519 shares; 2025Q4: 3,527 shares 3,527 $308K 0.06% +8 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 7,528 shares; 2025Q1: 7,209 shares; 2025Q2: 14,633 shares; 2025Q3: 6,775 shares; 2025Q4: 6,946 shares 6,946 $308K 0.06% +171 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,313 shares; 2025Q4: 5,253 shares 5,253 $308K 0.06% -60 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,955 shares; 2025Q1: 6,084 shares; 2025Q2: 6,422 shares; 2025Q3: 5,696 shares; 2025Q4: 5,629 shares 5,629 $307K 0.06% -67 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,687 shares 6,687 $307K 0.06% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,949 shares 1,949 $304K 0.06% -6 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,422 shares; 2025Q3: 9,453 shares; 2025Q4: 9,308 shares 9,308 $303K 0.06% -145 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,463 shares 1,463 $302K 0.06% -32 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 10,612 shares; 2025Q1: 11,301 shares; 2025Q2: 10,827 shares; 2025Q3: 9,779 shares; 2025Q4: 8,144 shares 8,144 $301K 0.06% -1,635 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,501 shares; 2024Q4: 23,636 shares; 2025Q1: 23,370 shares; 2025Q2: 20,550 shares; 2025Q3: 19,421 shares; 2025Q4: 19,383 shares 19,383 $299K 0.06% -38 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,706 shares; 2025Q4: 7,577 shares 7,577 $297K 0.06% -129 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,708 shares 1,708 $296K 0.06% -42 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,930 shares; 2025Q3: not reported; 2025Q4: 3,252 shares 3,252 $296K 0.06% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: not reported; 2025Q4: 1,402 shares 1,402 $295K 0.06% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 574 shares; 2025Q1: 552 shares; 2025Q2: 566 shares; 2025Q3: 552 shares; 2025Q4: 564 shares 564 $295K 0.06% +12 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 8,897 shares; 2025Q1: 8,627 shares; 2025Q2: 8,663 shares; 2025Q3: 8,230 shares; 2025Q4: 8,470 shares 8,470 $294K 0.06% +240 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,793 shares; 2025Q2: 15,099 shares; 2025Q3: 13,580 shares; 2025Q4: 11,314 shares 11,314 $293K 0.06% -2,266 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,722 shares; 2025Q4: 4,728 shares 4,728 $293K 0.06% +6 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,384 shares; 2025Q4: 1,362 shares 1,362 $293K 0.06% -22 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,958 shares; 2025Q2: 3,778 shares; 2025Q3: 3,391 shares; 2025Q4: 2,817 shares 2,817 $292K 0.06% -574 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 886 shares 886 $291K 0.06% -18 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 634 shares; 2025Q1: 609 shares; 2025Q2: 622 shares; 2025Q3: 610 shares; 2025Q4: 569 shares 569 $291K 0.06% -41 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,120 shares 11,120 $288K 0.06% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,235 shares; 2025Q4: 6,203 shares 6,203 $288K 0.06% -32 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,278 shares; 2025Q3: 9,719 shares; 2025Q4: 9,696 shares 9,696 $288K 0.06% -23 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,033 shares; 2025Q1: 1,353 shares; 2025Q2: 833 shares; 2025Q3: 805 shares; 2025Q4: 803 shares 803 $287K 0.06% -2 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,990 shares; 2025Q2: 11,307 shares; 2025Q3: 10,060 shares; 2025Q4: 8,301 shares 8,301 $286K 0.06% -1,759 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,419 shares; 2025Q4: 4,421 shares 4,421 $284K 0.06% +2 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,432 shares; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 1,314 shares; 2025Q4: 1,274 shares 1,274 $284K 0.06% -40 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,165 shares; 2025Q1: 1,849 shares; 2025Q2: 1,910 shares; 2025Q3: 2,579 shares; 2025Q4: 2,318 shares 2,318 $283K 0.06% -261 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares 1,656 $282K 0.06% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 2,951 shares; 2025Q1: not reported; 2025Q2: 2,852 shares; 2025Q3: 2,813 shares; 2025Q4: 3,834 shares 3,834 $282K 0.06% +1,021 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,052 shares; 2024Q4: 11,481 shares; 2025Q1: 10,832 shares; 2025Q2: 10,893 shares; 2025Q3: 10,246 shares; 2025Q4: 10,421 shares 10,421 $282K 0.06% +175 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,130 shares; 2025Q1: 2,034 shares; 2025Q2: 2,051 shares; 2025Q3: 2,014 shares; 2025Q4: 1,979 shares 1,979 $279K 0.06% -35 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,145 shares; 2025Q3: 2,774 shares; 2025Q4: 2,782 shares 2,782 $278K 0.06% +8 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,257 shares 3,257 $278K 0.06% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,243 shares; 2025Q4: 4,170 shares 4,170 $277K 0.06% -73 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 10,940 shares; 2025Q1: 10,758 shares; 2025Q2: not reported; 2025Q3: 7,735 shares; 2025Q4: 7,707 shares 7,707 $277K 0.06% -28 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,876 shares 8,876 $276K 0.06% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 4,226 shares 4,226 $276K 0.06% -84 Timeline GAU GALIANO GOLD INC More: the full row for GALIANO GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114,079 shares; 2025Q3: 108,548 shares; 2025Q4: 108,782 shares 108,782 $275K 0.06% +234 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: not reported; 2025Q4: 437 shares 437 $274K 0.06% new Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 12,929 shares; 2025Q1: 13,166 shares; 2025Q2: 13,849 shares; 2025Q3: 12,973 shares; 2025Q4: 12,982 shares 12,982 $273K 0.06% +9 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,397 shares 2,397 $273K 0.06% +27 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 524 shares; 2025Q1: 221 shares; 2025Q2: 228 shares; 2025Q3: 317 shares; 2025Q4: 949 shares 949 $272K 0.06% +632 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,456 shares; 2025Q4: 6,436 shares 6,436 $272K 0.06% -20 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 5,730 shares; 2025Q1: 1,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares 1,769 $272K 0.05% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,388 shares; 2025Q4: 1,688 shares 1,688 $270K 0.05% +300 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 6,447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,409 shares; 2025Q4: 6,416 shares 6,416 $270K 0.05% +7 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,889 shares; 2025Q3: 3,673 shares; 2025Q4: 3,740 shares 3,740 $270K 0.05% +67 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,101 shares 4,101 $268K 0.05% new Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,717 shares; 2024Q4: 13,328 shares; 2025Q1: 13,389 shares; 2025Q2: 14,079 shares; 2025Q3: 13,207 shares; 2025Q4: 13,225 shares 13,225 $267K 0.05% +18 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,712 shares; 2025Q1: 3,575 shares; 2025Q2: 3,493 shares; 2025Q3: 3,378 shares; 2025Q4: 3,446 shares 3,446 $267K 0.05% +68 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,800 shares; 2025Q1: 5,922 shares; 2025Q2: 6,267 shares; 2025Q3: 5,603 shares; 2025Q4: 5,514 shares 5,514 $265K 0.05% -89 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,370 shares; 2025Q1: 3,350 shares; 2025Q2: 4,003 shares; 2025Q3: 3,713 shares; 2025Q4: 2,896 shares 2,896 $264K 0.05% -817 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,852 shares; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 3,149 shares; 2025Q4: 1,554 shares 1,554 $263K 0.05% -1,595 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,941 shares; 2025Q4: 3,928 shares 3,928 $263K 0.05% -13 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,078 shares; 2025Q4: 7,082 shares 7,082 $261K 0.05% +4 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: 2,902 shares 2,902 $261K 0.05% +34 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,225 shares; 2025Q1: 1,759 shares; 2025Q2: 1,708 shares; 2025Q3: 1,518 shares; 2025Q4: 1,255 shares 1,255 $261K 0.05% -263 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,563 shares; 2025Q4: 3,259 shares 3,259 $260K 0.05% +696 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,715 shares; 2025Q1: not reported; 2025Q2: 5,036 shares; 2025Q3: not reported; 2025Q4: 1,509 shares 1,509 $260K 0.05% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,854 shares 2,854 $259K 0.05% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,507 shares; 2025Q1: 5,271 shares; 2025Q2: 5,323 shares; 2025Q3: 5,255 shares; 2025Q4: 6,387 shares 6,387 $258K 0.05% +1,132 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,938 shares; 2025Q4: 3,832 shares 3,832 $258K 0.05% -106 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,731 shares; 2025Q4: 8,536 shares 8,536 $258K 0.05% -195 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,155 shares; 2025Q1: 1,049 shares; 2025Q2: 1,163 shares; 2025Q3: 1,095 shares; 2025Q4: 1,151 shares 1,151 $257K 0.05% +56 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,330 shares; 2025Q1: 2,053 shares; 2025Q2: 2,123 shares; 2025Q3: 1,749 shares; 2025Q4: 1,724 shares 1,724 $257K 0.05% -25 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 2,494 shares 2,494 $257K 0.05% -77 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,396 shares; 2025Q4: 5,376 shares 5,376 $256K 0.05% -20 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,033 shares; 2025Q1: 3,437 shares; 2025Q2: 3,574 shares; 2025Q3: 3,269 shares; 2025Q4: 3,181 shares 3,181 $256K 0.05% -88 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,448 shares; 2025Q4: 1,557 shares 1,557 $252K 0.05% +109 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,908 shares; 2025Q4: 3,788 shares 3,788 $251K 0.05% -120 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,199 shares; 2025Q1: 14,045 shares; 2025Q2: 16,058 shares; 2025Q3: 14,923 shares; 2025Q4: 16,920 shares 16,920 $251K 0.05% +1,997 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: 2,444 shares 2,444 $250K 0.05% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,896 shares; 2025Q4: 1,879 shares 1,879 $250K 0.05% -17 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 875 shares 875 $249K 0.05% +4 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,101 shares; 2025Q4: 4,915 shares 4,915 $248K 0.05% -186 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,372 shares; 2024Q4: 76,960 shares; 2025Q1: 75,456 shares; 2025Q2: 74,549 shares; 2025Q3: 71,372 shares; 2025Q4: 73,669 shares 73,669 $245K 0.05% +2,297 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 747 shares; 2025Q4: 747 shares 747 $245K 0.05% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares 663 $245K 0.05% new Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,392 shares; 2025Q4: 49,950 shares 49,950 $244K 0.05% -1,442 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,350 shares; 2025Q1: not reported; 2025Q2: 3,076 shares; 2025Q3: 2,901 shares; 2025Q4: 2,947 shares 2,947 $244K 0.05% +46 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,450 shares; 2025Q4: 1,307 shares 1,307 $244K 0.05% -143 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,843 shares 1,843 $243K 0.05% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,431 shares; 2025Q1: 1,638 shares; 2025Q2: 1,697 shares; 2025Q3: 1,963 shares; 2025Q4: 1,945 shares 1,945 $241K 0.05% -18 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,176 shares; 2025Q1: not reported; 2025Q2: 4,394 shares; 2025Q3: 4,120 shares; 2025Q4: 4,115 shares 4,115 $237K 0.05% -5 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,532 shares; 2025Q4: 2,576 shares 2,576 $237K 0.05% +44 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,194 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 1,105 shares 1,105 $237K 0.05% +30 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares 765 $236K 0.05% new Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,726 shares 2,726 $235K 0.05% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,608 shares; 2025Q4: 6,438 shares 6,438 $229K 0.05% -170 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 895 shares 895 $229K 0.05% -45 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 923 shares 923 $228K 0.05% new Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,934 shares; 2025Q4: 5,659 shares 5,659 $227K 0.05% -275 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,811 shares; 2025Q1: 5,780 shares; 2025Q2: 7,385 shares; 2025Q3: 6,257 shares; 2025Q4: 4,441 shares 4,441 $226K 0.05% -1,816 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: 6,804 shares; 2025Q3: 12,278 shares; 2025Q4: 11,723 shares 11,723 $224K 0.05% -555 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,470 shares; 2025Q3: not reported; 2025Q4: 1,993 shares 1,993 $224K 0.05% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,155 shares; 2025Q1: 8,767 shares; 2025Q2: 12,632 shares; 2025Q3: not reported; 2025Q4: 9,012 shares 9,012 $224K 0.05% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: 994 shares 994 $224K 0.05% -24 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 12,216 shares; 2025Q1: 20,715 shares; 2025Q2: 24,151 shares; 2025Q3: 22,014 shares; 2025Q4: 25,519 shares 25,519 $224K 0.05% +3,505 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,560 shares; 2025Q4: 5,433 shares 5,433 $222K 0.04% -127 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,940 shares; 2025Q1: 4,667 shares; 2025Q2: 4,689 shares; 2025Q3: 4,415 shares; 2025Q4: 4,495 shares 4,495 $218K 0.04% +80 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: 747 shares 747 $217K 0.04% -19 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,705 shares 2,705 $217K 0.04% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,609 shares; 2025Q1: 6,656 shares; 2025Q2: 6,823 shares; 2025Q3: 6,782 shares; 2025Q4: 4,465 shares 4,465 $214K 0.04% -2,317 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 873 shares 873 $214K 0.04% new Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,279 shares; 2025Q4: 2,235 shares 2,235 $213K 0.04% -44 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,145 shares 6,145 $212K 0.04% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,587 shares 2,587 $211K 0.04% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,326 shares 1,326 $211K 0.04% +3 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 8,670 shares; 2025Q1: 8,713 shares; 2025Q2: 8,590 shares; 2025Q3: 8,062 shares; 2025Q4: 8,420 shares 8,420 $210K 0.04% +358 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,022 shares 3,022 $210K 0.04% new Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,461 shares; 2025Q1: not reported; 2025Q2: 17,998 shares; 2025Q3: 14,871 shares; 2025Q4: 15,509 shares 15,509 $209K 0.04% +638 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,301 shares; 2025Q4: 5,311 shares 5,311 $209K 0.04% +10 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,069 shares 2,069 $209K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,673 shares; 2025Q3: not reported; 2025Q4: 1,728 shares 1,728 $208K 0.04% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,069 shares; 2025Q4: 3,945 shares 3,945 $204K 0.04% -124 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,046 shares; 2024Q4: 10,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares 1,681 $201K 0.04% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,047 shares 3,047 $201K 0.04% new Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 11,218 shares; 2025Q1: 11,197 shares; 2025Q2: 21,791 shares; 2025Q3: 20,701 shares; 2025Q4: 20,649 shares 20,649 $172K 0.03% -52 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,025 shares 10,025 $170K 0.03% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 13,652 shares; 2025Q1: 13,844 shares; 2025Q2: 13,700 shares; 2025Q3: 13,343 shares; 2025Q4: 13,942 shares 13,942 $165K 0.03% +599 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,890 shares; 2025Q3: 14,479 shares; 2025Q4: 14,868 shares 14,868 $138K 0.03% +389 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,446 shares; 2024Q4: 20,196 shares; 2025Q1: 20,558 shares; 2025Q2: 21,611 shares; 2025Q3: 20,263 shares; 2025Q4: 20,230 shares 20,230 $132K 0.03% -33 Timeline HNNA HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,913 shares; 2025Q3: 13,383 shares; 2025Q4: 13,368 shares 13,368 $128K 0.03% -15 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,771 shares; 2025Q3: 11,148 shares; 2025Q4: 10,697 shares 10,697 $123K 0.02% -451 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,084 shares; 2025Q4: 11,494 shares 11,494 $116K 0.02% +410 Timeline ASTL ALGOMA STL GROUP INC More: the full row for ALGOMA STL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 15,013 shares; 2025Q1: 14,776 shares; 2025Q2: 25,960 shares; 2025Q3: 24,397 shares; 2025Q4: 23,643 shares 23,643 $96.9K 0.02% -754 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,543 shares; 2025Q3: not reported; 2025Q4: 36,372 shares 36,372 $86.9K 0.02% new Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,326 shares; 2024Q4: 29,291 shares; 2025Q1: 29,405 shares; 2025Q2: 30,986 shares; 2025Q3: 28,930 shares; 2025Q4: 28,116 shares 28,116 $77.6K 0.02% -814 Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 15,153 shares; 2025Q1: 15,016 shares; 2025Q2: 36,508 shares; 2025Q3: 35,274 shares; 2025Q4: 34,358 shares 34,358 $68K 0.01% -916 Timeline