PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,649 shares; 2024Q4: 740,168 shares; 2025Q1: 1,655,771 shares; 2025Q2: 1,284,302 shares; 2025Q3: 1,165,845 shares; 2025Q4: 1,244,112 shares 1,244,112 $63.8M 6.24% +78,267 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,057 shares; 2024Q4: 126,900 shares; 2025Q1: 112,056 shares; 2025Q2: 108,395 shares; 2025Q3: 126,676 shares; 2025Q4: 170,783 shares 170,783 $46.4M 4.55% +44,107 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: 136,894 shares; 2024Q4: 141,112 shares; 2025Q1: 143,122 shares; 2025Q2: 163,455 shares; 2025Q3: 222,986 shares; 2025Q4: 241,884 shares 241,884 $45.1M 4.42% +18,898 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: 64,052 shares; 2024Q4: 65,671 shares; 2025Q1: 59,932 shares; 2025Q2: 60,382 shares; 2025Q3: 69,275 shares; 2025Q4: 71,917 shares 71,917 $34.8M 3.41% +2,642 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: 107,562 shares; 2024Q4: 97,471 shares; 2025Q1: 94,295 shares; 2025Q2: 93,894 shares; 2025Q3: 97,276 shares; 2025Q4: 102,948 shares 102,948 $23.8M 2.33% +5,672 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: 53,649 shares; 2024Q4: 55,382 shares; 2025Q1: 52,430 shares; 2025Q2: 56,238 shares; 2025Q3: 62,260 shares; 2025Q4: 64,170 shares 64,170 $20.1M 1.97% +1,910 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: 30,643 shares; 2024Q4: 34,000 shares; 2025Q1: 31,698 shares; 2025Q2: 34,075 shares; 2025Q3: 49,045 shares; 2025Q4: 57,436 shares 57,436 $19.9M 1.95% +8,391 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: 5,536 shares; 2024Q4: 14,042 shares; 2025Q1: 12,080 shares; 2025Q2: 196,673 shares; 2025Q3: 219,502 shares; 2025Q4: 172,313 shares 172,313 $15.7M 1.54% -47,189 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,996 shares; 2024Q4: 52,243 shares; 2025Q1: 43,347 shares; 2025Q2: 41,651 shares; 2025Q3: 42,975 shares; 2025Q4: 44,919 shares 44,919 $14.1M 1.38% +1,944 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: 15,353 shares; 2024Q4: 15,315 shares; 2025Q1: 19,181 shares; 2025Q2: 18,609 shares; 2025Q3: 22,970 shares; 2025Q4: 26,062 shares 26,062 $11.7M 1.15% +3,092 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: 11,558 shares; 2024Q4: 11,420 shares; 2025Q1: 11,168 shares; 2025Q2: 12,256 shares; 2025Q3: 16,212 shares; 2025Q4: 16,960 shares 16,960 $11.2M 1.1% +748 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: 25,536 shares; 2024Q4: 26,392 shares; 2025Q1: 54,218 shares; 2025Q2: 28,637 shares; 2025Q3: 17,527 shares; 2025Q4: 15,795 shares 15,795 $10.8M 1.05% -1,732 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: 59,497 shares; 2025Q1: 62,149 shares; 2025Q2: 14,567 shares; 2025Q3: 15,808 shares; 2025Q4: 62,760 shares 62,760 $10.7M 1.05% +46,952 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: 15,565 shares; 2024Q4: 2,236 shares; 2025Q1: 2,667 shares; 2025Q2: 18,631 shares; 2025Q3: 16,848 shares; 2025Q4: 17,213 shares 17,213 $10.6M 1.04% +365 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: 13,914 shares; 2024Q4: 13,570 shares; 2025Q1: 14,682 shares; 2025Q2: 14,097 shares; 2025Q3: 10,662 shares; 2025Q4: 28,648 shares 28,648 $10M 0.98% +17,986 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: 3,939 shares; 2024Q4: 6,993 shares; 2025Q1: 8,710 shares; 2025Q2: 8,769 shares; 2025Q3: 8,852 shares; 2025Q4: 9,165 shares 9,165 $9.85M 0.96% +313 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: 21,653 shares; 2024Q4: 92,076 shares; 2025Q1: 92,820 shares; 2025Q2: 19,686 shares; 2025Q3: 19,311 shares; 2025Q4: 176,915 shares 176,915 $9.54M 0.93% +157,604 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,012 shares; 2024Q4: 31,594 shares; 2025Q1: 25,020 shares; 2025Q2: 107,519 shares; 2025Q3: 29,130 shares; 2025Q4: 156,434 shares 156,434 $9.02M 0.88% +127,304 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,255 shares 47,255 $8.14M 0.8% new 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: 27,185 shares; 2024Q4: 26,659 shares; 2025Q1: 25,938 shares; 2025Q2: 24,820 shares; 2025Q3: 42,596 shares; 2025Q4: 22,921 shares 22,921 $8.04M 0.79% -19,675 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,718 shares; 2024Q4: 21,341 shares; 2025Q1: 21,167 shares; 2025Q2: 20,892 shares; 2025Q3: 22,027 shares; 2025Q4: 24,589 shares 24,589 $7.92M 0.78% +2,562 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: 12,169 shares; 2024Q4: 12,702 shares; 2025Q1: 12,716 shares; 2025Q2: 12,970 shares; 2025Q3: 14,963 shares; 2025Q4: 15,371 shares 15,371 $7.73M 0.76% +408 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,300 shares 142,300 $7.59M 0.74% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,090 shares; 2025Q1: 1,563 shares; 2025Q2: 1,122 shares; 2025Q3: 1,234 shares; 2025Q4: 13,038 shares 13,038 $7.32M 0.72% +11,804 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: 11,333 shares; 2024Q4: 12,040 shares; 2025Q1: 12,312 shares; 2025Q2: 11,976 shares; 2025Q3: 11,924 shares; 2025Q4: 10,639 shares 10,639 $7.29M 0.71% -1,285 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: 24,500 shares; 2024Q4: 25,953 shares; 2025Q1: 35,786 shares; 2025Q2: 30,420 shares; 2025Q3: 33,960 shares; 2025Q4: 35,019 shares 35,019 $7.25M 0.71% +1,059 Timeline IWC 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: 47,263 shares; 2025Q4: 45,932 shares 45,932 $7.24M 0.71% -1,331 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,440 shares; 2025Q1: not reported; 2025Q2: 57,730 shares; 2025Q3: 57,073 shares; 2025Q4: 55,240 shares 55,240 $7.24M 0.71% -1,833 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: 14,092 shares; 2024Q4: 13,889 shares; 2025Q1: 14,093 shares; 2025Q2: 14,167 shares; 2025Q3: 13,837 shares; 2025Q4: 12,662 shares 12,662 $7.23M 0.71% -1,175 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,187 shares; 2024Q4: 41,747 shares; 2025Q1: 51,234 shares; 2025Q2: 46,367 shares; 2025Q3: 43,155 shares; 2025Q4: 45,062 shares 45,062 $7.23M 0.71% +1,907 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,459 shares 42,459 $7.17M 0.7% new 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: 88,873 shares; 2024Q4: 87,260 shares; 2025Q1: 90,595 shares; 2025Q2: 86,706 shares; 2025Q3: 88,534 shares; 2025Q4: 91,528 shares 91,528 $7.05M 0.69% +2,994 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,034 shares; 2025Q2: 30,210 shares; 2025Q3: 1,101 shares; 2025Q4: 58,467 shares 58,467 $6.98M 0.68% +57,366 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: 35,603 shares; 2024Q4: 40,094 shares; 2025Q1: 42,060 shares; 2025Q2: 39,768 shares; 2025Q3: 37,437 shares; 2025Q4: 35,805 shares 35,805 $6.98M 0.68% -1,632 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,829 shares; 2025Q4: 25,365 shares 25,365 $6.83M 0.67% +1,536 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: 9,561 shares; 2024Q4: 9,317 shares; 2025Q1: 7,028 shares; 2025Q2: 7,366 shares; 2025Q3: 7,072 shares; 2025Q4: 63,947 shares 63,947 $6M 0.59% +56,875 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 1,428 shares; 2025Q1: 3,732 shares; 2025Q2: 2,573 shares; 2025Q3: 2,657 shares; 2025Q4: 11,584 shares 11,584 $5.65M 0.55% +8,927 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: 7,798 shares; 2024Q4: 7,607 shares; 2025Q1: 9,750 shares; 2025Q2: 8,599 shares; 2025Q3: 7,271 shares; 2025Q4: 26,861 shares 26,861 $5.13M 0.5% +19,590 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,003 shares; 2024Q4: 192,326 shares; 2025Q1: 195,202 shares; 2025Q2: 206,235 shares; 2025Q3: 240,596 shares; 2025Q4: 264,208 shares 264,208 $4.86M 0.48% +23,612 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: 89,621 shares; 2024Q4: 85,967 shares; 2025Q1: 89,035 shares; 2025Q2: 92,430 shares; 2025Q3: 91,991 shares; 2025Q4: 87,461 shares 87,461 $4.81M 0.47% -4,530 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: 39,372 shares; 2024Q4: 34,423 shares; 2025Q1: 22,717 shares; 2025Q2: 24,734 shares; 2025Q3: 24,494 shares; 2025Q4: 24,036 shares 24,036 $4.74M 0.46% -458 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,519 shares; 2024Q4: 54,576 shares; 2025Q1: 51,397 shares; 2025Q2: 53,006 shares; 2025Q3: 54,362 shares; 2025Q4: 50,270 shares 50,270 $4.69M 0.46% -4,092 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,767 shares; 2024Q4: 102,686 shares; 2025Q1: 108,855 shares; 2025Q2: 106,801 shares; 2025Q3: 114,972 shares; 2025Q4: 113,921 shares 113,921 $4.64M 0.45% -1,051 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,780 shares; 2024Q4: 35,531 shares; 2025Q1: 37,149 shares; 2025Q2: 44,887 shares; 2025Q3: 44,031 shares; 2025Q4: 42,634 shares 42,634 $4.55M 0.45% -1,397 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: 43,335 shares; 2024Q4: 40,452 shares; 2025Q1: 38,622 shares; 2025Q2: 37,375 shares; 2025Q3: 84,468 shares; 2025Q4: 28,084 shares 28,084 $4.52M 0.44% -56,384 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,055 shares; 2024Q4: 503,482 shares; 2025Q1: 506,086 shares; 2025Q2: 102,655 shares; 2025Q3: 98,011 shares; 2025Q4: 88,098 shares 88,098 $4.46M 0.44% -9,913 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: 17,751 shares; 2024Q4: 17,681 shares; 2025Q1: 22,041 shares; 2025Q2: 19,133 shares; 2025Q3: 18,896 shares; 2025Q4: 19,397 shares 19,397 $4.43M 0.43% +501 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: 5,252 shares; 2025Q1: 9,412 shares; 2025Q2: 15,345 shares; 2025Q3: 20,453 shares; 2025Q4: 24,728 shares 24,728 $4.4M 0.43% +4,275 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: 27,233 shares; 2024Q4: 29,487 shares; 2025Q1: 32,238 shares; 2025Q2: 32,359 shares; 2025Q3: 41,155 shares; 2025Q4: 41,166 shares 41,166 $4.33M 0.42% +11 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,633 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,193 shares; 2025Q4: 10,954 shares 10,954 $4.24M 0.41% +8,761 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: 38,782 shares; 2024Q4: 38,044 shares; 2025Q1: 29,694 shares; 2025Q2: 26,056 shares; 2025Q3: 25,093 shares; 2025Q4: 22,729 shares 22,729 $4.17M 0.41% -2,364 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: 38,272 shares; 2024Q4: 39,965 shares; 2025Q1: 38,632 shares; 2025Q2: 32,363 shares; 2025Q3: 31,135 shares; 2025Q4: 34,536 shares 34,536 $4.16M 0.41% +3,401 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: 2,909 shares; 2024Q4: 3,160 shares; 2025Q1: 3,111 shares; 2025Q2: 3,831 shares; 2025Q3: 3,824 shares; 2025Q4: 4,457 shares 4,457 $3.84M 0.38% +633 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,759 shares; 2024Q4: 26,104 shares; 2025Q1: 27,046 shares; 2025Q2: 73,771 shares; 2025Q3: 30,609 shares; 2025Q4: 31,047 shares 31,047 $3.81M 0.37% +438 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: 21,696 shares; 2024Q4: 21,773 shares; 2025Q1: 24,130 shares; 2025Q2: 23,715 shares; 2025Q3: 22,403 shares; 2025Q4: 21,976 shares 21,976 $3.76M 0.37% -427 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: 7,221 shares; 2024Q4: 6,118 shares; 2025Q1: 4,304 shares; 2025Q2: 4,897 shares; 2025Q3: 4,675 shares; 2025Q4: 23,858 shares 23,858 $3.65M 0.36% +19,183 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: 7,819 shares; 2024Q4: 6,478 shares; 2025Q1: 7,994 shares; 2025Q2: 12,470 shares; 2025Q3: 16,402 shares; 2025Q4: 16,926 shares 16,926 $3.62M 0.35% +524 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: 50,638 shares; 2024Q4: 53,132 shares; 2025Q1: 48,999 shares; 2025Q2: 50,915 shares; 2025Q3: 41,671 shares; 2025Q4: 50,076 shares 50,076 $3.5M 0.34% +8,405 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: 18,963 shares; 2024Q4: 20,768 shares; 2025Q1: 22,496 shares; 2025Q2: 22,106 shares; 2025Q3: 26,903 shares; 2025Q4: 24,203 shares 24,203 $3.47M 0.34% -2,700 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: 9,481 shares; 2024Q4: 9,181 shares; 2025Q1: 9,464 shares; 2025Q2: 9,247 shares; 2025Q3: 9,913 shares; 2025Q4: 9,055 shares 9,055 $3.12M 0.31% -858 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: 9,630 shares; 2024Q4: 9,753 shares; 2025Q1: 11,059 shares; 2025Q2: 10,998 shares; 2025Q3: 11,794 shares; 2025Q4: 12,108 shares 12,108 $3.11M 0.3% +314 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: 42,196 shares; 2024Q4: 40,115 shares; 2025Q1: 38,074 shares; 2025Q2: 37,863 shares; 2025Q3: 32,039 shares; 2025Q4: 24,825 shares 24,825 $3.11M 0.3% -7,214 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: 85,227 shares; 2024Q4: 113,611 shares; 2025Q1: 126,991 shares; 2025Q2: 130,072 shares; 2025Q3: 133,847 shares; 2025Q4: 124,959 shares 124,959 $3.1M 0.3% -8,888 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: 17,359 shares; 2024Q4: 18,818 shares; 2025Q1: 24,978 shares; 2025Q2: 17,223 shares; 2025Q3: 20,369 shares; 2025Q4: 20,186 shares 20,186 $3.08M 0.3% -183 Timeline SPDW 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: 49,203 shares; 2024Q4: 54,699 shares; 2025Q1: 54,111 shares; 2025Q2: 62,387 shares; 2025Q3: 69,360 shares; 2025Q4: 68,479 shares 68,479 $3.04M 0.3% -881 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: 1,604 shares; 2024Q4: 1,746 shares; 2025Q1: 1,763 shares; 2025Q2: 2,453 shares; 2025Q3: 2,107 shares; 2025Q4: 5,342 shares 5,342 $3.03M 0.3% +3,235 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: 39,980 shares; 2024Q4: 39,425 shares; 2025Q1: 33,569 shares; 2025Q2: 32,297 shares; 2025Q3: 31,229 shares; 2025Q4: 29,894 shares 29,894 $2.87M 0.28% -1,335 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: 17,238 shares; 2024Q4: 18,192 shares; 2025Q1: 30,219 shares; 2025Q2: 39,270 shares; 2025Q3: 38,246 shares; 2025Q4: 33,607 shares 33,607 $2.83M 0.28% -4,639 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: 33,532 shares; 2024Q4: 33,121 shares; 2025Q1: 34,104 shares; 2025Q2: 35,114 shares; 2025Q3: 34,815 shares; 2025Q4: 35,145 shares 35,145 $2.79M 0.27% +330 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: 5,273 shares; 2024Q4: 5,548 shares; 2025Q1: 6,324 shares; 2025Q2: 6,710 shares; 2025Q3: 6,711 shares; 2025Q4: 8,504 shares 8,504 $2.78M 0.27% +1,793 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: 18,550 shares; 2024Q4: 20,319 shares; 2025Q1: 21,495 shares; 2025Q2: 20,935 shares; 2025Q3: 21,687 shares; 2025Q4: 19,206 shares 19,206 $2.75M 0.27% -2,481 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: 586 shares; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 3,883 shares; 2025Q3: 3,857 shares; 2025Q4: 4,056 shares 4,056 $2.74M 0.27% +199 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: 32,822 shares; 2024Q4: 34,407 shares; 2025Q1: 35,286 shares; 2025Q2: 44,416 shares; 2025Q3: 48,164 shares; 2025Q4: 47,754 shares 47,754 $2.71M 0.27% -410 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,181 shares; 2025Q1: 13,873 shares; 2025Q2: 14,401 shares; 2025Q3: 11,419 shares; 2025Q4: 10,008 shares 10,008 $2.69M 0.26% -1,411 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: 7,970 shares; 2024Q4: 9,752 shares; 2025Q1: 24,183 shares; 2025Q2: 24,634 shares; 2025Q3: 25,007 shares; 2025Q4: 26,500 shares 26,500 $2.65M 0.26% +1,493 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: 4,838 shares; 2024Q4: 4,620 shares; 2025Q1: 4,489 shares; 2025Q2: 4,422 shares; 2025Q3: 5,140 shares; 2025Q4: 4,518 shares 4,518 $2.59M 0.25% -622 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: 14,249 shares; 2024Q4: 14,133 shares; 2025Q1: 13,057 shares; 2025Q2: 13,477 shares; 2025Q3: 13,849 shares; 2025Q4: 13,963 shares 13,963 $2.48M 0.24% +114 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,644 shares; 2025Q1: 1,663 shares; 2025Q2: 2,230 shares; 2025Q3: 3,809 shares; 2025Q4: 3,699 shares 3,699 $2.45M 0.24% -110 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: 9,604 shares; 2024Q4: 9,711 shares; 2025Q1: 7,569 shares; 2025Q2: 8,470 shares; 2025Q3: 8,244 shares; 2025Q4: 8,208 shares 8,208 $2.43M 0.24% -36 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: 22,061 shares; 2024Q4: 22,260 shares; 2025Q1: 22,182 shares; 2025Q2: 21,279 shares; 2025Q3: 22,618 shares; 2025Q4: 20,983 shares 20,983 $2.39M 0.23% -1,635 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: 36,147 shares 36,147 $2.36M 0.23% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,664 shares; 2024Q4: 19,879 shares; 2025Q1: 20,254 shares; 2025Q2: 20,967 shares; 2025Q3: 21,267 shares; 2025Q4: 19,222 shares 19,222 $2.34M 0.23% -2,045 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,037 shares; 2024Q4: 15,709 shares; 2025Q1: 17,401 shares; 2025Q2: 18,075 shares; 2025Q3: 18,222 shares; 2025Q4: 20,238 shares 20,238 $2.33M 0.23% +2,016 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: 23,112 shares; 2024Q4: 22,908 shares; 2025Q1: 19,548 shares; 2025Q2: 16,008 shares; 2025Q3: 14,944 shares; 2025Q4: 13,648 shares 13,648 $2.31M 0.23% -1,296 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: 28,528 shares; 2024Q4: 30,088 shares; 2025Q1: 32,519 shares; 2025Q2: 12,675 shares; 2025Q3: 13,109 shares; 2025Q4: 13,325 shares 13,325 $2.31M 0.23% +216 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: 18,423 shares; 2024Q4: 19,510 shares; 2025Q1: 24,921 shares; 2025Q2: 54,225 shares; 2025Q3: 49,230 shares; 2025Q4: 49,171 shares 49,171 $2.3M 0.23% -59 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: 32,917 shares; 2024Q4: 32,622 shares; 2025Q1: 19,169 shares; 2025Q2: 16,333 shares; 2025Q3: 18,763 shares; 2025Q4: 20,497 shares 20,497 $2.28M 0.22% +1,734 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: 1,213 shares; 2025Q1: 1,725 shares; 2025Q2: 2,117 shares; 2025Q3: 2,688 shares; 2025Q4: 3,379 shares 3,379 $2.28M 0.22% +691 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 5,213 shares; 2025Q1: 4,453 shares; 2025Q2: 4,700 shares; 2025Q3: 4,230 shares; 2025Q4: 3,951 shares 3,951 $2.26M 0.22% -279 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,778 shares; 2024Q4: 603,657 shares; 2025Q1: 134,598 shares; 2025Q2: 72,623 shares; 2025Q3: 57,078 shares; 2025Q4: 44,126 shares 44,126 $2.23M 0.22% -12,952 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: 6,389 shares; 2024Q4: 6,622 shares; 2025Q1: 6,295 shares; 2025Q2: 6,635 shares; 2025Q3: 7,031 shares; 2025Q4: 7,279 shares 7,279 $2.22M 0.22% +248 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,680 shares; 2025Q1: 7,296 shares; 2025Q2: 7,551 shares; 2025Q3: 7,016 shares; 2025Q4: 6,535 shares 6,535 $2.2M 0.22% -481 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: 7,800 shares; 2024Q4: 8,231 shares; 2025Q1: 6,097 shares; 2025Q2: 6,156 shares; 2025Q3: 32,830 shares; 2025Q4: 8,284 shares 8,284 $2.19M 0.21% -24,546 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: 10,186 shares; 2024Q4: 9,600 shares; 2025Q1: 9,406 shares; 2025Q2: 9,530 shares; 2025Q3: 8,770 shares; 2025Q4: 9,066 shares 9,066 $2.19M 0.21% +296 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,567 shares; 2024Q4: 136,721 shares; 2025Q1: 119,217 shares; 2025Q2: 69,132 shares; 2025Q3: 54,590 shares; 2025Q4: 43,412 shares 43,412 $2.15M 0.21% -11,178 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,035 shares; 2024Q4: 49,680 shares; 2025Q1: 53,330 shares; 2025Q2: 53,330 shares; 2025Q3: 53,010 shares; 2025Q4: 52,510 shares 52,510 $2.11M 0.21% -500 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,335 shares; 2025Q1: 1,742 shares; 2025Q2: 2,426 shares; 2025Q3: 4,981 shares; 2025Q4: 4,474 shares 4,474 $2.1M 0.21% -507 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 4,431 shares; 2025Q1: 4,458 shares; 2025Q2: 5,648 shares; 2025Q3: 6,439 shares; 2025Q4: 7,293 shares 7,293 $2.08M 0.2% +854 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,158 shares; 2024Q4: 18,559 shares; 2025Q1: 18,822 shares; 2025Q2: 19,055 shares; 2025Q3: 19,190 shares; 2025Q4: 17,455 shares 17,455 $2.05M 0.2% -1,735 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: 1,294 shares; 2024Q4: 2,357 shares; 2025Q1: 2,026 shares; 2025Q2: 1,966 shares; 2025Q3: 1,822 shares; 2025Q4: 1,903 shares 1,903 $2.04M 0.2% +81 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: 6,182 shares; 2024Q4: 6,183 shares; 2025Q1: 6,330 shares; 2025Q2: 7,163 shares; 2025Q3: 6,908 shares; 2025Q4: 7,424 shares 7,424 $2.03M 0.2% +516 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 8,352 shares; 2025Q1: 8,665 shares; 2025Q2: 9,062 shares; 2025Q3: 8,069 shares; 2025Q4: 9,222 shares 9,222 $2.03M 0.2% +1,153 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 9,004 shares; 2025Q1: 10,533 shares; 2025Q2: 10,269 shares; 2025Q3: 10,280 shares; 2025Q4: 10,901 shares 10,901 $2.02M 0.2% +621 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: 5,924 shares; 2024Q4: 7,059 shares; 2025Q1: 6,821 shares; 2025Q2: 6,875 shares; 2025Q3: 8,349 shares; 2025Q4: 9,253 shares 9,253 $2.01M 0.2% +904 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: 24,425 shares; 2024Q4: 23,767 shares; 2025Q1: 19,564 shares; 2025Q2: 19,309 shares; 2025Q3: 18,263 shares; 2025Q4: 16,907 shares 16,907 $1.97M 0.19% -1,356 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: 20,639 shares; 2024Q4: 5,311 shares; 2025Q1: 5,189 shares; 2025Q2: 5,368 shares; 2025Q3: 5,225 shares; 2025Q4: 5,310 shares 5,310 $1.96M 0.19% +85 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: 16,328 shares; 2024Q4: 22,099 shares; 2025Q1: 20,927 shares; 2025Q2: 24,865 shares; 2025Q3: 25,082 shares; 2025Q4: 20,429 shares 20,429 $1.91M 0.19% -4,653 Timeline SPYM 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: 23,705 shares; 2024Q4: 21,400 shares; 2025Q1: 19,132 shares; 2025Q2: 20,429 shares; 2025Q3: 20,515 shares; 2025Q4: 23,829 shares 23,829 $1.91M 0.19% +3,314 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,246 shares; 2025Q1: 4,771 shares; 2025Q2: 4,391 shares; 2025Q3: 3,690 shares; 2025Q4: 3,345 shares 3,345 $1.84M 0.18% -345 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: 10,098 shares; 2024Q4: 11,088 shares; 2025Q1: 9,809 shares; 2025Q2: 12,323 shares; 2025Q3: 11,287 shares; 2025Q4: 9,351 shares 9,351 $1.81M 0.18% -1,936 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: 4,227 shares; 2024Q4: 3,250 shares; 2025Q1: 6,946 shares; 2025Q2: 3,548 shares; 2025Q3: 4,136 shares; 2025Q4: 6,429 shares 6,429 $1.79M 0.18% +2,293 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,766 shares; 2024Q4: 23,348 shares; 2025Q1: 23,334 shares; 2025Q2: 23,027 shares; 2025Q3: 19,152 shares; 2025Q4: 14,066 shares 14,066 $1.77M 0.17% -5,086 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: 1,010 shares; 2024Q4: 288 shares; 2025Q1: 267 shares; 2025Q2: 310 shares; 2025Q3: 320 shares; 2025Q4: 322 shares 322 $1.73M 0.17% +2 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,144 shares; 2024Q4: 26,572 shares; 2025Q1: 25,066 shares; 2025Q2: 25,845 shares; 2025Q3: 26,517 shares; 2025Q4: 28,370 shares 28,370 $1.71M 0.17% +1,853 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 23,529 shares; 2025Q1: 22,589 shares; 2025Q2: 21,911 shares; 2025Q3: 14,777 shares; 2025Q4: 12,405 shares 12,405 $1.68M 0.16% -2,372 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,531 shares; 2025Q1: 7,086 shares; 2025Q2: 6,579 shares; 2025Q3: 5,742 shares; 2025Q4: 3,718 shares 3,718 $1.66M 0.16% -2,024 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: 89,883 shares; 2024Q4: 16,008 shares; 2025Q1: 16,421 shares; 2025Q2: 16,656 shares; 2025Q3: 31,124 shares; 2025Q4: 17,229 shares 17,229 $1.65M 0.16% -13,895 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 5,300 shares; 2025Q1: 5,247 shares; 2025Q2: 4,657 shares; 2025Q3: 4,752 shares; 2025Q4: 5,240 shares 5,240 $1.59M 0.16% +488 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,543 shares; 2025Q1: 5,875 shares; 2025Q2: 6,756 shares; 2025Q3: 6,730 shares; 2025Q4: 6,648 shares 6,648 $1.54M 0.15% -82 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: 8,267 shares; 2024Q4: 9,444 shares; 2025Q1: 8,525 shares; 2025Q2: 9,575 shares; 2025Q3: 9,899 shares; 2025Q4: 11,336 shares 11,336 $1.53M 0.15% +1,437 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,848 shares; 2025Q1: 1,788 shares; 2025Q2: 2,575 shares; 2025Q3: 2,352 shares; 2025Q4: 3,368 shares 3,368 $1.53M 0.15% +1,016 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: 24,032 shares; 2024Q4: 23,380 shares; 2025Q1: 21,014 shares; 2025Q2: 21,170 shares; 2025Q3: 25,505 shares; 2025Q4: 27,932 shares 27,932 $1.49M 0.15% +2,427 Timeline LGLV 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: 9,610 shares; 2024Q4: 8,990 shares; 2025Q1: 8,990 shares; 2025Q2: 8,655 shares; 2025Q3: 8,655 shares; 2025Q4: 8,455 shares 8,455 $1.48M 0.15% -200 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: 23,754 shares; 2024Q4: 22,819 shares; 2025Q1: 22,145 shares; 2025Q2: 23,991 shares; 2025Q3: 20,186 shares; 2025Q4: 16,940 shares 16,940 $1.48M 0.15% -3,246 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 3,890 shares; 2025Q1: 3,868 shares; 2025Q2: 4,327 shares; 2025Q3: 4,952 shares; 2025Q4: 4,968 shares 4,968 $1.47M 0.14% +16 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 8,745 shares; 2025Q1: 12,393 shares; 2025Q2: 38,757 shares; 2025Q3: 36,723 shares; 2025Q4: 36,609 shares 36,609 $1.47M 0.14% -114 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,505 shares; 2024Q4: 19,702 shares; 2025Q1: 19,594 shares; 2025Q2: 19,621 shares; 2025Q3: 19,968 shares; 2025Q4: 21,022 shares 21,022 $1.46M 0.14% +1,054 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: 8,850 shares; 2024Q4: 7,003 shares; 2025Q1: 6,024 shares; 2025Q2: 2,571 shares; 2025Q3: 3,921 shares; 2025Q4: 4,389 shares 4,389 $1.45M 0.14% +468 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,690 shares; 2025Q1: 2,736 shares; 2025Q2: 2,849 shares; 2025Q3: 2,811 shares; 2025Q4: 2,368 shares 2,368 $1.45M 0.14% -443 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,203 shares; 2024Q4: 27,665 shares; 2025Q1: 30,265 shares; 2025Q2: 29,778 shares; 2025Q3: 30,096 shares; 2025Q4: 30,465 shares 30,465 $1.44M 0.14% +369 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,019 shares; 2024Q4: 7,565 shares; 2025Q1: 11,228 shares; 2025Q2: 15,713 shares; 2025Q3: 19,581 shares; 2025Q4: 32,013 shares 32,013 $1.42M 0.14% +12,432 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 7,542 shares; 2025Q1: 6,749 shares; 2025Q2: 8,208 shares; 2025Q3: 7,042 shares; 2025Q4: 7,706 shares 7,706 $1.42M 0.14% +664 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: 3,379 shares; 2024Q4: 3,249 shares; 2025Q1: 3,199 shares; 2025Q2: 2,888 shares; 2025Q3: 4,098 shares; 2025Q4: 5,088 shares 5,088 $1.4M 0.14% +990 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 656 shares; 2025Q1: 6,474 shares; 2025Q2: 5,707 shares; 2025Q3: 5,476 shares; 2025Q4: 3,957 shares 3,957 $1.4M 0.14% -1,519 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,804 shares; 2025Q1: 10,596 shares; 2025Q2: 12,873 shares; 2025Q3: 11,213 shares; 2025Q4: 18,511 shares 18,511 $1.4M 0.14% +7,298 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,619 shares; 2024Q4: 35,577 shares; 2025Q1: 34,859 shares; 2025Q2: 34,169 shares; 2025Q3: 31,463 shares; 2025Q4: 29,062 shares 29,062 $1.39M 0.14% -2,401 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: 59,018 shares; 2024Q4: 59,220 shares; 2025Q1: 58,658 shares; 2025Q2: 64,064 shares; 2025Q3: 58,771 shares; 2025Q4: 45,725 shares 45,725 $1.37M 0.13% -13,046 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,834 shares; 2025Q1: 7,001 shares; 2025Q2: 6,299 shares; 2025Q3: 10,277 shares; 2025Q4: 10,548 shares 10,548 $1.35M 0.13% +271 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 10,384 shares; 2025Q1: 10,384 shares; 2025Q2: 10,384 shares; 2025Q3: 9,144 shares; 2025Q4: 9,519 shares 9,519 $1.34M 0.13% +375 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: 1,342 shares; 2024Q4: 1,458 shares; 2025Q1: 1,486 shares; 2025Q2: 12,417 shares; 2025Q3: 2,193 shares; 2025Q4: 2,859 shares 2,859 $1.34M 0.13% +666 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: 1,549 shares; 2024Q4: 8,398 shares; 2025Q1: 8,249 shares; 2025Q2: 1,502 shares; 2025Q3: 1,585 shares; 2025Q4: 1,466 shares 1,466 $1.33M 0.13% -119 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: 24,437 shares; 2024Q4: 2,250 shares; 2025Q1: 2,374 shares; 2025Q2: 3,059 shares; 2025Q3: 3,637 shares; 2025Q4: 4,302 shares 4,302 $1.33M 0.13% +665 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,670 shares; 2024Q4: 15,766 shares; 2025Q1: 23,513 shares; 2025Q2: 25,979 shares; 2025Q3: 34,462 shares; 2025Q4: 59,251 shares 59,251 $1.32M 0.13% +24,789 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,313 shares; 2025Q1: 5,020 shares; 2025Q2: 5,501 shares; 2025Q3: 5,640 shares; 2025Q4: 5,079 shares 5,079 $1.31M 0.13% -561 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,774 shares; 2025Q1: 5,040 shares; 2025Q2: 7,510 shares; 2025Q3: 8,429 shares; 2025Q4: 9,084 shares 9,084 $1.3M 0.13% +655 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 553 shares; 2025Q2: 825 shares; 2025Q3: 974 shares; 2025Q4: 1,052 shares 1,052 $1.28M 0.13% +78 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: 25,053 shares; 2024Q4: 22,795 shares; 2025Q1: 23,063 shares; 2025Q2: 22,177 shares; 2025Q3: 19,967 shares; 2025Q4: 27,709 shares 27,709 $1.27M 0.12% +7,742 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,957 shares; 2025Q1: 2,529 shares; 2025Q2: 2,578 shares; 2025Q3: 4,237 shares; 2025Q4: 7,035 shares 7,035 $1.27M 0.12% +2,798 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,814 shares; 2025Q3: 15,257 shares; 2025Q4: 13,219 shares 13,219 $1.26M 0.12% -2,038 Timeline DGRO 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: 19,783 shares; 2024Q4: 24,668 shares; 2025Q1: 25,163 shares; 2025Q2: 24,263 shares; 2025Q3: 24,263 shares; 2025Q4: 18,106 shares 18,106 $1.26M 0.12% -6,157 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 24,617 shares; 2025Q1: 23,739 shares; 2025Q2: 21,114 shares; 2025Q3: 29,553 shares; 2025Q4: 30,052 shares 30,052 $1.24M 0.12% +499 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: 5,359 shares; 2024Q4: not reported; 2025Q1: 7,115 shares; 2025Q2: 10,377 shares; 2025Q3: 12,277 shares; 2025Q4: 12,367 shares 12,367 $1.23M 0.12% +90 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 16,036 shares; 2025Q1: 17,563 shares; 2025Q2: 15,688 shares; 2025Q3: 15,350 shares; 2025Q4: 15,526 shares 15,526 $1.23M 0.12% +176 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: 50,935 shares; 2024Q4: 31,562 shares; 2025Q1: 32,627 shares; 2025Q2: 35,455 shares; 2025Q3: 49,039 shares; 2025Q4: 48,807 shares 48,807 $1.22M 0.12% -232 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,443 shares; 2025Q1: 2,539 shares; 2025Q2: 2,619 shares; 2025Q3: 2,831 shares; 2025Q4: 2,862 shares 2,862 $1.21M 0.12% +31 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,705 shares; 2024Q4: 23,250 shares; 2025Q1: 24,175 shares; 2025Q2: 24,362 shares; 2025Q3: 24,362 shares; 2025Q4: 26,942 shares 26,942 $1.2M 0.12% +2,580 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,075 shares; 2024Q4: 7,118 shares; 2025Q1: 7,532 shares; 2025Q2: 9,524 shares; 2025Q3: 8,468 shares; 2025Q4: 18,910 shares 18,910 $1.19M 0.12% +10,442 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 24,868 shares; 2025Q1: 20,698 shares; 2025Q2: 19,877 shares; 2025Q3: 15,116 shares; 2025Q4: 10,867 shares 10,867 $1.19M 0.12% -4,249 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: 4,749 shares; 2024Q4: 5,400 shares; 2025Q1: 5,326 shares; 2025Q2: 24,351 shares; 2025Q3: 6,076 shares; 2025Q4: 5,860 shares 5,860 $1.19M 0.12% -216 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,027 shares; 2025Q1: 2,616 shares; 2025Q2: 2,603 shares; 2025Q3: 2,530 shares; 2025Q4: 2,445 shares 2,445 $1.18M 0.12% -85 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,329 shares; 2024Q4: 22,507 shares; 2025Q1: 31,119 shares; 2025Q2: 50,757 shares; 2025Q3: 60,477 shares; 2025Q4: 109,967 shares 109,967 $1.18M 0.12% +49,490 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 5,016 shares; 2025Q1: 4,764 shares; 2025Q2: 4,997 shares; 2025Q3: 4,976 shares; 2025Q4: 6,698 shares 6,698 $1.18M 0.12% +1,722 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: 27,854 shares; 2024Q4: 29,868 shares; 2025Q1: 32,372 shares; 2025Q2: 40,455 shares; 2025Q3: 40,118 shares; 2025Q4: 28,529 shares 28,529 $1.17M 0.11% -11,589 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: 45,701 shares; 2024Q4: 40,321 shares; 2025Q1: 30,455 shares; 2025Q2: 96,332 shares; 2025Q3: 33,399 shares; 2025Q4: 23,001 shares 23,001 $1.17M 0.11% -10,398 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 17,116 shares; 2025Q1: 21,828 shares; 2025Q2: 18,461 shares; 2025Q3: 21,971 shares; 2025Q4: 24,853 shares 24,853 $1.16M 0.11% +2,882 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 3,121 shares; 2025Q1: 5,389 shares; 2025Q2: 4,858 shares; 2025Q3: 5,906 shares; 2025Q4: 7,168 shares 7,168 $1.15M 0.11% +1,262 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,660 shares; 2024Q4: 25,998 shares; 2025Q1: 41,688 shares; 2025Q2: 56,848 shares; 2025Q3: 69,598 shares; 2025Q4: 174,090 shares 174,090 $1.14M 0.11% +104,492 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 500 shares; 2025Q1: 581 shares; 2025Q2: 543 shares; 2025Q3: 1,106 shares; 2025Q4: 1,459 shares 1,459 $1.13M 0.11% +353 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: 15,384 shares; 2024Q4: 14,677 shares; 2025Q1: 14,662 shares; 2025Q2: 14,300 shares; 2025Q3: 13,603 shares; 2025Q4: 13,133 shares 13,133 $1.12M 0.11% -470 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: 682 shares; 2024Q4: 794 shares; 2025Q1: 718 shares; 2025Q2: 811 shares; 2025Q3: 969 shares; 2025Q4: 1,270 shares 1,270 $1.12M 0.11% +301 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: 15,351 shares; 2024Q4: 20,553 shares; 2025Q1: 20,553 shares; 2025Q2: 21,017 shares; 2025Q3: 21,017 shares; 2025Q4: 22,170 shares 22,170 $1.11M 0.11% +1,153 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: 3,635 shares; 2024Q4: 3,336 shares; 2025Q1: 3,278 shares; 2025Q2: 3,204 shares; 2025Q3: 2,309 shares; 2025Q4: 2,011 shares 2,011 $1.11M 0.11% -298 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,806 shares; 2024Q4: 28,787 shares; 2025Q1: 30,808 shares; 2025Q2: 30,888 shares; 2025Q3: 30,884 shares; 2025Q4: 30,437 shares 30,437 $1.1M 0.11% -447 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,543 shares; 2024Q4: 21,865 shares; 2025Q1: 24,372 shares; 2025Q2: 26,924 shares; 2025Q3: 32,198 shares; 2025Q4: 25,685 shares 25,685 $1.1M 0.11% -6,513 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,295 shares; 2024Q4: 21,605 shares; 2025Q1: 13,893 shares; 2025Q2: 13,862 shares; 2025Q3: 11,067 shares; 2025Q4: 10,763 shares 10,763 $1.1M 0.11% -304 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: 22,900 shares; 2024Q4: 24,459 shares; 2025Q1: 27,864 shares; 2025Q2: 25,972 shares; 2025Q3: 23,193 shares; 2025Q4: 21,603 shares 21,603 $1.1M 0.11% -1,590 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 2,076 shares; 2025Q1: 1,960 shares; 2025Q2: 2,117 shares; 2025Q3: 2,583 shares; 2025Q4: 3,520 shares 3,520 $1.09M 0.11% +937 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,593 shares; 2024Q4: 28,724 shares; 2025Q1: 31,406 shares; 2025Q2: 29,815 shares; 2025Q3: 25,729 shares; 2025Q4: 24,134 shares 24,134 $1.08M 0.11% -1,595 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,030 shares; 2024Q4: 15,647 shares; 2025Q1: 22,216 shares; 2025Q2: 24,259 shares; 2025Q3: 30,943 shares; 2025Q4: 75,820 shares 75,820 $1.05M 0.1% +44,877 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 17,508 shares; 2025Q1: 26,338 shares; 2025Q2: 28,884 shares; 2025Q3: 40,662 shares; 2025Q4: 76,931 shares 76,931 $1.04M 0.1% +36,269 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: 5,537 shares; 2024Q4: 5,694 shares; 2025Q1: 5,404 shares; 2025Q2: 3,972 shares; 2025Q3: 3,872 shares; 2025Q4: 3,786 shares 3,786 $1.04M 0.1% -86 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,338 shares; 2025Q1: 4,638 shares; 2025Q2: 4,083 shares; 2025Q3: 3,547 shares; 2025Q4: 3,319 shares 3,319 $1.03M 0.1% -228 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,510 shares; 2025Q1: 16,748 shares; 2025Q2: 20,623 shares; 2025Q3: 25,225 shares; 2025Q4: 69,603 shares 69,603 $1.03M 0.1% +44,378 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,996 shares; 2025Q1: 9,909 shares; 2025Q2: 9,795 shares; 2025Q3: 9,712 shares; 2025Q4: 9,742 shares 9,742 $1.03M 0.1% +30 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: 5,601 shares; 2024Q4: 6,162 shares; 2025Q1: 4,800 shares; 2025Q2: 4,532 shares; 2025Q3: 3,878 shares; 2025Q4: 3,611 shares 3,611 $1.03M 0.1% -267 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 1,985 shares; 2025Q1: 2,170 shares; 2025Q2: 5,800 shares; 2025Q3: 5,766 shares; 2025Q4: 4,122 shares 4,122 $1.02M 0.1% -1,644 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: 11,913 shares; 2024Q4: 11,154 shares; 2025Q1: 13,196 shares; 2025Q2: 13,006 shares; 2025Q3: 13,981 shares; 2025Q4: 13,767 shares 13,767 $1.01M 0.1% -214 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: 2,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,223 shares; 2025Q3: 16,806 shares; 2025Q4: 12,365 shares 12,365 $1.01M 0.1% -4,441 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 1,417 shares; 2025Q1: 1,988 shares; 2025Q2: 2,006 shares; 2025Q3: 1,655 shares; 2025Q4: 1,647 shares 1,647 $996K 0.1% -8 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: 5,749 shares; 2024Q4: 5,927 shares; 2025Q1: 7,154 shares; 2025Q2: 8,499 shares; 2025Q3: 9,277 shares; 2025Q4: 9,966 shares 9,966 $989K 0.1% +689 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 4,669 shares; 2025Q1: 7,573 shares; 2025Q2: 7,828 shares; 2025Q3: 7,116 shares; 2025Q4: 5,251 shares 5,251 $988K 0.1% -1,865 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,528 shares; 2025Q1: 1,688 shares; 2025Q2: 1,769 shares; 2025Q3: 2,404 shares; 2025Q4: 2,794 shares 2,794 $987K 0.1% +390 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: 5,493 shares; 2024Q4: 4,031 shares; 2025Q1: 2,460 shares; 2025Q2: 2,066 shares; 2025Q3: 1,452 shares; 2025Q4: 1,057 shares 1,057 $987K 0.1% -395 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 6,946 shares; 2025Q1: 6,346 shares; 2025Q2: 5,541 shares; 2025Q3: 1,315 shares; 2025Q4: 1,700 shares 1,700 $985K 0.1% +385 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: 2,355 shares; 2024Q4: 2,456 shares; 2025Q1: 2,206 shares; 2025Q2: 2,498 shares; 2025Q3: 2,806 shares; 2025Q4: 3,627 shares 3,627 $984K 0.1% +821 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: 74,793 shares; 2024Q4: 76,652 shares; 2025Q1: 240,817 shares; 2025Q2: 83,915 shares; 2025Q3: 17,616 shares; 2025Q4: 7,871 shares 7,871 $970K 0.09% -9,745 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 6,943 shares; 2025Q1: 3,492 shares; 2025Q2: 3,468 shares; 2025Q3: 3,640 shares; 2025Q4: 3,168 shares 3,168 $970K 0.09% -472 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: 1,042 shares; 2024Q4: 1,015 shares; 2025Q1: 1,044 shares; 2025Q2: 1,050 shares; 2025Q3: 1,163 shares; 2025Q4: 1,098 shares 1,098 $965K 0.09% -65 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,695 shares; 2024Q4: 7,187 shares; 2025Q1: 5,772 shares; 2025Q2: 7,136 shares; 2025Q3: 88,495 shares; 2025Q4: 12,169 shares 12,169 $962K 0.09% -76,326 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,917 shares; 2024Q4: 11,504 shares; 2025Q1: 16,717 shares; 2025Q2: 22,571 shares; 2025Q3: 22,957 shares; 2025Q4: 26,024 shares 26,024 $960K 0.09% +3,067 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: 2,093 shares; 2024Q4: 2,344 shares; 2025Q1: 2,498 shares; 2025Q2: 2,157 shares; 2025Q3: 3,835 shares; 2025Q4: 4,668 shares 4,668 $958K 0.09% +833 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,219 shares; 2024Q4: 20,208 shares; 2025Q1: 30,453 shares; 2025Q2: 34,440 shares; 2025Q3: 45,107 shares; 2025Q4: 106,074 shares 106,074 $947K 0.09% +60,967 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: 3,523 shares; 2024Q4: 3,900 shares; 2025Q1: 4,424 shares; 2025Q2: 3,295 shares; 2025Q3: 3,612 shares; 2025Q4: 4,489 shares 4,489 $937K 0.09% +877 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 6,979 shares; 2025Q1: 7,234 shares; 2025Q2: 7,270 shares; 2025Q3: 6,137 shares; 2025Q4: 5,804 shares 5,804 $933K 0.09% -333 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,951 shares; 2025Q3: 12,493 shares; 2025Q4: 14,140 shares 14,140 $932K 0.09% +1,647 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,735 shares; 2024Q4: 7,595 shares; 2025Q1: 7,035 shares; 2025Q2: 7,035 shares; 2025Q3: 7,035 shares; 2025Q4: 6,675 shares 6,675 $929K 0.09% -360 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,637 shares; 2025Q1: 3,041 shares; 2025Q2: 4,133 shares; 2025Q3: 4,521 shares; 2025Q4: 4,095 shares 4,095 $927K 0.09% -426 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 15,841 shares; 2025Q1: 21,067 shares; 2025Q2: 34,939 shares; 2025Q3: 45,285 shares; 2025Q4: 99,887 shares 99,887 $927K 0.09% +54,602 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,516 shares; 2025Q1: 4,116 shares; 2025Q2: 4,055 shares; 2025Q3: 34,316 shares; 2025Q4: 4,064 shares 4,064 $927K 0.09% -30,252 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: 4,043 shares; 2024Q4: 3,989 shares; 2025Q1: 3,657 shares; 2025Q2: 4,411 shares; 2025Q3: 5,980 shares; 2025Q4: 4,515 shares 4,515 $925K 0.09% -1,465 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 652 shares; 2025Q1: 639 shares; 2025Q2: 727 shares; 2025Q3: 901 shares; 2025Q4: 863 shares 863 $924K 0.09% -38 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,674 shares; 2024Q4: 30,630 shares; 2025Q1: 27,249 shares; 2025Q2: 21,605 shares; 2025Q3: 22,109 shares; 2025Q4: 25,106 shares 25,106 $910K 0.09% +2,997 Timeline VYM 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: 4,129 shares; 2024Q4: 3,288 shares; 2025Q1: 3,964 shares; 2025Q2: 3,496 shares; 2025Q3: 3,702 shares; 2025Q4: 6,286 shares 6,286 $902K 0.09% +2,584 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: 1,557 shares; 2024Q4: 1,552 shares; 2025Q1: 1,549 shares; 2025Q2: 1,537 shares; 2025Q3: 1,589 shares; 2025Q4: 1,837 shares 1,837 $901K 0.09% +248 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,365 shares; 2025Q1: 7,199 shares; 2025Q2: 7,758 shares; 2025Q3: 7,776 shares; 2025Q4: 15,552 shares 15,552 $901K 0.09% +7,776 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,752 shares; 2025Q2: 5,206 shares; 2025Q3: 5,039 shares; 2025Q4: 4,503 shares 4,503 $895K 0.09% -536 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: 7,677 shares; 2024Q4: 7,906 shares; 2025Q1: 7,832 shares; 2025Q2: 8,388 shares; 2025Q3: 8,828 shares; 2025Q4: 10,939 shares 10,939 $890K 0.09% +2,111 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,909 shares; 2025Q1: 4,733 shares; 2025Q2: 4,277 shares; 2025Q3: 4,291 shares; 2025Q4: 4,165 shares 4,165 $883K 0.09% -126 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,829 shares; 2024Q4: 59,447 shares; 2025Q1: 49,377 shares; 2025Q2: 57,437 shares; 2025Q3: 65,486 shares; 2025Q4: 61,449 shares 61,449 $881K 0.09% -4,037 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,770 shares; 2025Q1: 4,938 shares; 2025Q2: 5,248 shares; 2025Q3: 6,401 shares; 2025Q4: 5,043 shares 5,043 $879K 0.09% -1,358 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,827 shares; 2024Q4: 49,798 shares; 2025Q1: 54,379 shares; 2025Q2: 49,304 shares; 2025Q3: 61,340 shares; 2025Q4: 54,437 shares 54,437 $875K 0.09% -6,903 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,604 shares; 2024Q4: 11,473 shares; 2025Q1: 13,577 shares; 2025Q2: 18,944 shares; 2025Q3: 19,545 shares; 2025Q4: 16,179 shares 16,179 $871K 0.09% -3,366 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,240 shares; 2025Q1: 6,164 shares; 2025Q2: 5,925 shares; 2025Q3: 4,912 shares; 2025Q4: 4,719 shares 4,719 $870K 0.09% -193 Timeline SPSM 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: 8,317 shares; 2024Q4: 12,427 shares; 2025Q1: 12,989 shares; 2025Q2: 16,092 shares; 2025Q3: 18,836 shares; 2025Q4: 18,245 shares 18,245 $855K 0.08% -591 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: 1,171 shares; 2024Q4: 1,232 shares; 2025Q1: 4,860 shares; 2025Q2: 5,764 shares; 2025Q3: 4,905 shares; 2025Q4: 4,233 shares 4,233 $851K 0.08% -672 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: 3,966 shares; 2024Q4: 3,775 shares; 2025Q1: 3,478 shares; 2025Q2: 4,093 shares; 2025Q3: 5,025 shares; 2025Q4: 5,343 shares 5,343 $821K 0.08% +318 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 6,325 shares; 2025Q1: 8,163 shares; 2025Q2: 9,199 shares; 2025Q3: 10,976 shares; 2025Q4: 11,085 shares 11,085 $819K 0.08% +109 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: not reported; 2025Q3: 25,067 shares; 2025Q4: 25,086 shares 25,086 $818K 0.08% +19 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 3,396 shares; 2025Q1: 2,702 shares; 2025Q2: 3,640 shares; 2025Q3: 3,741 shares; 2025Q4: 4,160 shares 4,160 $812K 0.08% +419 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 5,289 shares; 2025Q1: 5,038 shares; 2025Q2: 5,094 shares; 2025Q3: 5,329 shares; 2025Q4: 5,234 shares 5,234 $807K 0.08% -95 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,923 shares; 2025Q1: 4,297 shares; 2025Q2: 7,958 shares; 2025Q3: 8,906 shares; 2025Q4: 10,478 shares 10,478 $803K 0.08% +1,572 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 893 shares; 2025Q1: 862 shares; 2025Q2: 859 shares; 2025Q3: 972 shares; 2025Q4: 990 shares 990 $801K 0.08% +18 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,597 shares; 2025Q1: 4,290 shares; 2025Q2: 6,233 shares; 2025Q3: 7,083 shares; 2025Q4: 9,910 shares 9,910 $796K 0.08% +2,827 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: 9,163 shares; 2024Q4: 7,896 shares; 2025Q1: 6,205 shares; 2025Q2: 8,614 shares; 2025Q3: 8,322 shares; 2025Q4: 8,267 shares 8,267 $795K 0.08% -55 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 6,317 shares; 2025Q3: 5,559 shares; 2025Q4: 5,789 shares 5,789 $787K 0.08% +230 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: 28,517 shares; 2024Q4: 28,001 shares; 2025Q1: 19,418 shares; 2025Q2: 15,961 shares; 2025Q3: 12,240 shares; 2025Q4: 11,690 shares 11,690 $787K 0.08% -550 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,539 shares; 2024Q4: 25,267 shares; 2025Q1: 29,789 shares; 2025Q2: 25,643 shares; 2025Q3: 26,293 shares; 2025Q4: 28,503 shares 28,503 $784K 0.08% +2,210 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,591 shares; 2025Q1: 2,842 shares; 2025Q2: 5,254 shares; 2025Q3: 5,949 shares; 2025Q4: 7,641 shares 7,641 $782K 0.08% +1,692 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: 2,862 shares; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 1,527 shares; 2025Q3: 2,454 shares; 2025Q4: 2,589 shares 2,589 $782K 0.08% +135 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: 2,366 shares; 2024Q4: 2,686 shares; 2025Q1: 3,043 shares; 2025Q2: 2,510 shares; 2025Q3: 2,321 shares; 2025Q4: 2,266 shares 2,266 $781K 0.08% -55 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 4,095 shares; 2025Q1: 4,244 shares; 2025Q2: 6,864 shares; 2025Q3: 7,057 shares; 2025Q4: 9,137 shares 9,137 $776K 0.08% +2,080 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: 35,727 shares; 2024Q4: 35,727 shares; 2025Q1: 35,727 shares; 2025Q2: 35,737 shares; 2025Q3: 36,676 shares; 2025Q4: 36,687 shares 36,687 $772K 0.08% +11 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: 28,156 shares; 2024Q4: 13,868 shares; 2025Q1: 13,587 shares; 2025Q2: 21,269 shares; 2025Q3: 21,767 shares; 2025Q4: 9,030 shares 9,030 $771K 0.08% -12,737 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: 926 shares; 2024Q4: 948 shares; 2025Q1: 817 shares; 2025Q2: 2,244 shares; 2025Q3: 2,638 shares; 2025Q4: 2,451 shares 2,451 $766K 0.08% -187 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 304 shares; 2025Q1: 329 shares; 2025Q2: 5,961 shares; 2025Q3: 7,038 shares; 2025Q4: 8,371 shares 8,371 $764K 0.07% +1,333 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 5,508 shares; 2025Q1: 6,117 shares; 2025Q2: 5,304 shares; 2025Q3: 5,517 shares; 2025Q4: 5,885 shares 5,885 $759K 0.07% +368 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: 6,307 shares; 2024Q4: 6,434 shares; 2025Q1: 5,915 shares; 2025Q2: 5,394 shares; 2025Q3: 4,723 shares; 2025Q4: 4,646 shares 4,646 $756K 0.07% -77 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: 1,867 shares; 2024Q4: 1,757 shares; 2025Q1: 2,244 shares; 2025Q2: 2,462 shares; 2025Q3: 1,976 shares; 2025Q4: 1,589 shares 1,589 $752K 0.07% -387 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 4,938 shares; 2025Q1: 4,426 shares; 2025Q2: 4,199 shares; 2025Q3: 4,803 shares; 2025Q4: 5,884 shares 5,884 $751K 0.07% +1,081 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: 21,676 shares; 2025Q3: 17,417 shares; 2025Q4: 17,051 shares 17,051 $743K 0.07% -366 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,971 shares; 2025Q4: 1,972 shares 1,972 $736K 0.07% +1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 4,939 shares; 2025Q1: 4,196 shares; 2025Q2: 3,986 shares; 2025Q3: 3,902 shares; 2025Q4: 3,031 shares 3,031 $736K 0.07% -871 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 8,124 shares; 2025Q1: 7,812 shares; 2025Q2: 8,956 shares; 2025Q3: 9,639 shares; 2025Q4: 8,425 shares 8,425 $735K 0.07% -1,214 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,752 shares; 2024Q4: 26,038 shares; 2025Q1: 45,985 shares; 2025Q2: 71,182 shares; 2025Q3: 105,596 shares; 2025Q4: 335,743 shares 335,743 $732K 0.07% +230,147 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: 3,568 shares; 2024Q4: 38,521 shares; 2025Q1: 3,448 shares; 2025Q2: 3,487 shares; 2025Q3: 3,435 shares; 2025Q4: 3,435 shares 3,435 $728K 0.07% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 5,301 shares; 2025Q3: 8,967 shares; 2025Q4: 13,459 shares 13,459 $725K 0.07% +4,492 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: 7,066 shares; 2025Q2: 7,447 shares; 2025Q3: 7,655 shares; 2025Q4: 7,882 shares 7,882 $724K 0.07% +227 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,010 shares; 2025Q1: 2,091 shares; 2025Q2: 2,738 shares; 2025Q3: 3,229 shares; 2025Q4: 2,984 shares 2,984 $723K 0.07% -245 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 16,555 shares; 2025Q1: 16,555 shares; 2025Q2: 16,555 shares; 2025Q3: 16,555 shares; 2025Q4: 16,555 shares 16,555 $722K 0.07% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: not reported; 2025Q1: 3,698 shares; 2025Q2: 3,839 shares; 2025Q3: 5,990 shares; 2025Q4: 6,060 shares 6,060 $711K 0.07% +70 Timeline SPMB 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: 31,975 shares; 2024Q4: 30,869 shares; 2025Q1: 29,240 shares; 2025Q2: 32,180 shares; 2025Q3: 32,718 shares; 2025Q4: 31,701 shares 31,701 $711K 0.07% -1,017 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,093 shares; 2024Q4: 17,012 shares; 2025Q1: 16,439 shares; 2025Q2: 18,887 shares; 2025Q3: 14,274 shares; 2025Q4: 10,596 shares 10,596 $710K 0.07% -3,678 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 5,372 shares; 2025Q1: 4,522 shares; 2025Q2: 4,462 shares; 2025Q3: 4,367 shares; 2025Q4: 4,245 shares 4,245 $710K 0.07% -122 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 4,868 shares; 2025Q4: 4,916 shares 4,916 $707K 0.07% +48 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,501 shares; 2025Q1: 2,317 shares; 2025Q2: 2,641 shares; 2025Q3: 2,868 shares; 2025Q4: 2,692 shares 2,692 $707K 0.07% -176 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 987 shares; 2025Q1: 990 shares; 2025Q2: 1,232 shares; 2025Q3: 1,323 shares; 2025Q4: 1,349 shares 1,349 $705K 0.07% +26 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,408 shares; 2024Q4: 23,996 shares; 2025Q1: 22,349 shares; 2025Q2: 22,349 shares; 2025Q3: 22,122 shares; 2025Q4: 22,167 shares 22,167 $701K 0.07% +45 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: 15,363 shares; 2025Q1: 15,557 shares; 2025Q2: 16,617 shares; 2025Q3: 16,894 shares; 2025Q4: 10,407 shares 10,407 $700K 0.07% -6,487 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 37,370 shares; 2025Q1: 34,976 shares; 2025Q2: 34,215 shares; 2025Q3: 33,736 shares; 2025Q4: 27,315 shares 27,315 $699K 0.07% -6,421 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 39,953 shares 39,953 $689K 0.07% new 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: 2,876 shares; 2024Q4: 2,844 shares; 2025Q1: 4,063 shares; 2025Q2: 2,686 shares; 2025Q3: 2,752 shares; 2025Q4: 2,183 shares 2,183 $687K 0.07% -569 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 4,865 shares; 2025Q1: 4,499 shares; 2025Q2: 4,630 shares; 2025Q3: 4,412 shares; 2025Q4: 4,246 shares 4,246 $686K 0.07% -166 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 3,154 shares; 2025Q1: 3,462 shares; 2025Q2: 3,495 shares; 2025Q3: 2,710 shares; 2025Q4: 2,696 shares 2,696 $676K 0.07% -14 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: 3,210 shares; 2024Q4: 6,865 shares; 2025Q1: 6,780 shares; 2025Q2: 8,701 shares; 2025Q3: 7,046 shares; 2025Q4: 6,586 shares 6,586 $674K 0.07% -460 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,698 shares; 2025Q1: 2,549 shares; 2025Q2: not reported; 2025Q3: 2,368 shares; 2025Q4: 4,112 shares 4,112 $674K 0.07% +1,744 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: 6,182 shares; 2024Q4: 6,208 shares; 2025Q1: 5,702 shares; 2025Q2: 5,533 shares; 2025Q3: 4,283 shares; 2025Q4: 4,182 shares 4,182 $672K 0.07% -101 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 15,211 shares; 2025Q1: 13,229 shares; 2025Q2: 9,013 shares; 2025Q3: 8,048 shares; 2025Q4: 17,189 shares 17,189 $670K 0.07% +9,141 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,050 shares 27,050 $669K 0.07% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,487 shares; 2024Q4: 27,973 shares; 2025Q1: 26,604 shares; 2025Q2: 25,975 shares; 2025Q3: 22,009 shares; 2025Q4: 12,927 shares 12,927 $667K 0.07% -9,082 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: 8,995 shares; 2024Q4: 9,546 shares; 2025Q1: 7,044 shares; 2025Q2: 6,776 shares; 2025Q3: 8,067 shares; 2025Q4: 7,258 shares 7,258 $667K 0.07% -809 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,313 shares; 2024Q4: 13,577 shares; 2025Q1: 8,355 shares; 2025Q2: 7,654 shares; 2025Q3: 6,912 shares; 2025Q4: 7,402 shares 7,402 $666K 0.07% +490 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 629 shares; 2025Q1: 1,154 shares; 2025Q2: 852 shares; 2025Q3: 1,074 shares; 2025Q4: 1,305 shares 1,305 $666K 0.07% +231 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 4,809 shares; 2025Q1: 4,447 shares; 2025Q2: 3,922 shares; 2025Q3: 3,960 shares; 2025Q4: 4,086 shares 4,086 $665K 0.07% +126 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: not reported; 2024Q4: 796 shares; 2025Q1: 797 shares; 2025Q2: 998 shares; 2025Q3: 989 shares; 2025Q4: 2,127 shares 2,127 $664K 0.07% +1,138 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: 5,952 shares; 2025Q2: 6,931 shares; 2025Q3: 5,519 shares; 2025Q4: 5,865 shares 5,865 $663K 0.06% +346 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 17,124 shares 17,124 $655K 0.06% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,070 shares; 2024Q4: 10,136 shares; 2025Q1: 8,706 shares; 2025Q2: 8,029 shares; 2025Q3: 8,135 shares; 2025Q4: 7,396 shares 7,396 $653K 0.06% -739 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: 44,875 shares; 2024Q4: 41,720 shares; 2025Q1: 38,504 shares; 2025Q2: 40,245 shares; 2025Q3: 29,332 shares; 2025Q4: 28,072 shares 28,072 $646K 0.06% -1,260 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,210 shares; 2025Q1: 1,393 shares; 2025Q2: 2,786 shares; 2025Q3: 3,510 shares; 2025Q4: 1,495 shares 1,495 $637K 0.06% -2,015 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 6,605 shares; 2025Q1: 6,423 shares; 2025Q2: 6,274 shares; 2025Q3: 6,021 shares; 2025Q4: 3,991 shares 3,991 $636K 0.06% -2,030 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 515 shares; 2025Q1: 523 shares; 2025Q2: 716 shares; 2025Q3: 963 shares; 2025Q4: 1,107 shares 1,107 $632K 0.06% +144 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: 4,488 shares; 2025Q2: 4,735 shares; 2025Q3: 4,413 shares; 2025Q4: 3,098 shares 3,098 $629K 0.06% -1,315 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,292 shares; 2025Q1: 2,280 shares; 2025Q2: 2,188 shares; 2025Q3: 2,167 shares; 2025Q4: 1,862 shares 1,862 $628K 0.06% -305 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: 8,830 shares; 2024Q4: 12,017 shares; 2025Q1: 11,333 shares; 2025Q2: 9,595 shares; 2025Q3: 18,085 shares; 2025Q4: 15,142 shares 15,142 $623K 0.06% -2,943 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,210 shares 6,210 $617K 0.06% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 2,765 shares; 2025Q1: 3,393 shares; 2025Q2: 3,659 shares; 2025Q3: 4,105 shares; 2025Q4: 4,619 shares 4,619 $613K 0.06% +514 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: 745 shares; 2025Q4: 932 shares 932 $609K 0.06% +187 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 12,761 shares; 2025Q4: 24,532 shares 24,532 $609K 0.06% +11,771 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: 3,761 shares; 2024Q4: 2,221 shares; 2025Q1: 2,157 shares; 2025Q2: 893 shares; 2025Q3: 1,268 shares; 2025Q4: 1,183 shares 1,183 $604K 0.06% -85 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,985 shares; 2025Q1: 3,594 shares; 2025Q2: 3,698 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares 4,044 $601K 0.06% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 814 shares; 2025Q3: 1,227 shares; 2025Q4: 1,440 shares 1,440 $600K 0.06% +213 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 6,028 shares; 2025Q1: 8,917 shares; 2025Q2: 9,041 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares 9,050 $597K 0.06% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,832 shares; 2025Q1: 2,726 shares; 2025Q2: 3,483 shares; 2025Q3: 7,062 shares; 2025Q4: 4,312 shares 4,312 $595K 0.06% -2,750 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,536 shares; 2025Q1: 11,777 shares; 2025Q2: 13,047 shares; 2025Q3: 10,765 shares; 2025Q4: 8,722 shares 8,722 $594K 0.06% -2,043 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: 1,798 shares; 2024Q4: 2,099 shares; 2025Q1: 2,162 shares; 2025Q2: 1,739 shares; 2025Q3: 1,744 shares; 2025Q4: 1,755 shares 1,755 $589K 0.06% +11 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,856 shares; 2024Q4: 36,170 shares; 2025Q1: 39,152 shares; 2025Q2: 36,227 shares; 2025Q3: 35,225 shares; 2025Q4: 37,024 shares 37,024 $587K 0.06% +1,799 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 792 shares; 2025Q1: 866 shares; 2025Q2: 972 shares; 2025Q3: 1,169 shares; 2025Q4: 1,260 shares 1,260 $587K 0.06% +91 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 7,691 shares; 2025Q1: not reported; 2025Q2: 7,840 shares; 2025Q3: 8,604 shares; 2025Q4: 10,805 shares 10,805 $584K 0.06% +2,201 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 2,001 shares; 2025Q1: 3,129 shares; 2025Q2: 3,095 shares; 2025Q3: 3,657 shares; 2025Q4: 3,658 shares 3,658 $582K 0.06% +1 Timeline SPTL 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: 22,903 shares; 2024Q4: 17,934 shares; 2025Q1: 15,142 shares; 2025Q2: 15,859 shares; 2025Q3: 22,870 shares; 2025Q4: 21,999 shares 21,999 $582K 0.06% -871 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 1,894 shares; 2025Q3: 1,496 shares; 2025Q4: 2,550 shares 2,550 $581K 0.06% +1,054 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,329 shares; 2025Q1: 6,731 shares; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares; 2025Q4: 12,908 shares 12,908 $577K 0.06% +6,636 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 7,349 shares; 2025Q1: 3,537 shares; 2025Q2: 1,400 shares; 2025Q3: 2,508 shares; 2025Q4: 3,206 shares 3,206 $572K 0.06% +698 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares 3,360 $564K 0.06% 0 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: 449 shares; 2025Q1: 508 shares; 2025Q2: 747 shares; 2025Q3: 527 shares; 2025Q4: 962 shares 962 $559K 0.05% +435 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,069 shares; 2025Q1: 1,137 shares; 2025Q2: 1,216 shares; 2025Q3: 1,332 shares; 2025Q4: 1,719 shares 1,719 $557K 0.05% +387 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,937 shares; 2025Q1: 1,885 shares; 2025Q2: 1,571 shares; 2025Q3: 1,459 shares; 2025Q4: 1,380 shares 1,380 $555K 0.05% -79 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: 7,713 shares; 2024Q4: 8,096 shares; 2025Q1: 7,531 shares; 2025Q2: 7,913 shares; 2025Q3: 6,870 shares; 2025Q4: 6,618 shares 6,618 $554K 0.05% -252 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 7,227 shares; 2025Q1: 8,721 shares; 2025Q2: 10,707 shares; 2025Q3: 11,134 shares; 2025Q4: 12,675 shares 12,675 $553K 0.05% +1,541 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 9,911 shares; 2025Q1: 9,565 shares; 2025Q2: 9,352 shares; 2025Q3: 7,182 shares; 2025Q4: 7,406 shares 7,406 $544K 0.05% +224 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: 17,922 shares; 2024Q4: 18,760 shares; 2025Q1: 13,685 shares; 2025Q2: 10,866 shares; 2025Q3: 6,429 shares; 2025Q4: 6,634 shares 6,634 $544K 0.05% +205 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: 12,395 shares; 2025Q2: 12,825 shares; 2025Q3: 15,765 shares; 2025Q4: 18,824 shares 18,824 $543K 0.05% +3,059 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 4,023 shares; 2025Q1: 2,456 shares; 2025Q2: 2,329 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares 2,135 $541K 0.05% 0 Timeline VFC V F CORP More: the full row for V F 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: 13,984 shares; 2025Q2: 15,002 shares; 2025Q3: 20,487 shares; 2025Q4: 29,551 shares 29,551 $534K 0.05% +9,064 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 3,745 shares; 2025Q1: 2,093 shares; 2025Q2: 1,847 shares; 2025Q3: 1,843 shares; 2025Q4: 2,389 shares 2,389 $530K 0.05% +546 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,565 shares; 2025Q1: 3,377 shares; 2025Q2: 3,288 shares; 2025Q3: 5,103 shares; 2025Q4: 5,092 shares 5,092 $530K 0.05% -11 Timeline DTD 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: 5,866 shares; 2024Q4: 6,116 shares; 2025Q1: 6,116 shares; 2025Q2: 6,116 shares; 2025Q3: 6,116 shares; 2025Q4: 6,116 shares 6,116 $519K 0.05% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: 2,926 shares 2,926 $516K 0.05% -178 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,404 shares; 2025Q1: 1,380 shares; 2025Q2: 1,351 shares; 2025Q3: 2,389 shares; 2025Q4: 2,409 shares 2,409 $514K 0.05% +20 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 11,401 shares; 2025Q1: 10,834 shares; 2025Q2: 8,901 shares; 2025Q3: 7,056 shares; 2025Q4: 6,432 shares 6,432 $513K 0.05% -624 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,186 shares; 2025Q2: 12,640 shares; 2025Q3: 20,097 shares; 2025Q4: 24,807 shares 24,807 $512K 0.05% +4,710 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: 6,948 shares; 2024Q4: 7,693 shares; 2025Q1: 7,582 shares; 2025Q2: 7,832 shares; 2025Q3: 8,045 shares; 2025Q4: 11,236 shares 11,236 $512K 0.05% +3,191 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 7,229 shares; 2025Q4: 7,161 shares 7,161 $511K 0.05% -68 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,126 shares; 2025Q1: 3,763 shares; 2025Q2: 3,867 shares; 2025Q3: 3,712 shares; 2025Q4: 3,876 shares 3,876 $506K 0.05% +164 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS 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: 6,212 shares; 2025Q3: 5,004 shares; 2025Q4: 4,737 shares 4,737 $503K 0.05% -267 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 24,027 shares; 2025Q1: 13,746 shares; 2025Q2: 11,707 shares; 2025Q3: 10,910 shares; 2025Q4: 10,036 shares 10,036 $502K 0.05% -874 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: 3,138 shares; 2024Q4: 3,905 shares; 2025Q1: 3,791 shares; 2025Q2: 5,191 shares; 2025Q3: 5,293 shares; 2025Q4: 5,427 shares 5,427 $502K 0.05% +134 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 923 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 1,734 shares 1,734 $501K 0.05% +792 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,845 shares; 2025Q1: 2,845 shares; 2025Q2: 3,280 shares; 2025Q3: 3,007 shares; 2025Q4: 2,866 shares 2,866 $499K 0.05% -141 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 15,514 shares; 2025Q1: 21,457 shares; 2025Q2: 21,483 shares; 2025Q3: 23,600 shares; 2025Q4: 17,663 shares 17,663 $497K 0.05% -5,937 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,805 shares; 2025Q1: 1,852 shares; 2025Q2: 1,916 shares; 2025Q3: 2,468 shares; 2025Q4: 2,189 shares 2,189 $489K 0.05% -279 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: 10,313 shares; 2024Q4: 9,752 shares; 2025Q1: 9,563 shares; 2025Q2: 9,682 shares; 2025Q3: 6,193 shares; 2025Q4: 2,249 shares 2,249 $483K 0.05% -3,944 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 2,377 shares; 2025Q2: 5,558 shares; 2025Q3: 2,493 shares; 2025Q4: 4,304 shares 4,304 $475K 0.05% +1,811 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: 7,691 shares; 2024Q4: 7,505 shares; 2025Q1: 7,229 shares; 2025Q2: 9,435 shares; 2025Q3: 9,360 shares; 2025Q4: 7,191 shares 7,191 $475K 0.05% -2,169 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: 3,085 shares; 2024Q4: 3,998 shares; 2025Q1: 3,911 shares; 2025Q2: 5,409 shares; 2025Q3: 5,457 shares; 2025Q4: 5,593 shares 5,593 $473K 0.05% +136 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,190 shares 1,190 $473K 0.05% -221 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,530 shares; 2025Q1: 1,459 shares; 2025Q2: 1,687 shares; 2025Q3: 1,784 shares; 2025Q4: 1,821 shares 1,821 $466K 0.05% +37 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 780 shares; 2025Q1: 1,240 shares; 2025Q2: 1,099 shares; 2025Q3: 1,059 shares; 2025Q4: 1,038 shares 1,038 $465K 0.05% -21 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,083 shares; 2024Q4: 21,779 shares; 2025Q1: 4,782 shares; 2025Q2: 5,458 shares; 2025Q3: 4,915 shares; 2025Q4: 5,001 shares 5,001 $462K 0.05% +86 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11,625 shares; 2025Q1: 11,625 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $459K 0.04% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 4,422 shares; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares 4,422 $453K 0.04% 0 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: 5,783 shares; 2024Q4: 6,038 shares; 2025Q1: 6,052 shares; 2025Q2: 6,068 shares; 2025Q3: 6,083 shares; 2025Q4: 6,096 shares 6,096 $452K 0.04% +13 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,439 shares; 2025Q1: 1,505 shares; 2025Q2: 1,404 shares; 2025Q3: 2,370 shares; 2025Q4: 1,785 shares 1,785 $451K 0.04% -585 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: 3,068 shares; 2024Q4: 12,321 shares; 2025Q1: 8,968 shares; 2025Q2: 28,746 shares; 2025Q3: 5,417 shares; 2025Q4: 5,417 shares 5,417 $449K 0.04% 0 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: 946 shares; 2024Q4: 978 shares; 2025Q1: 929 shares; 2025Q2: 1,172 shares; 2025Q3: 1,485 shares; 2025Q4: 1,400 shares 1,400 $446K 0.04% -85 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,409 shares; 2025Q4: 8,133 shares 8,133 $445K 0.04% -22,276 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: 1,042 shares; 2024Q4: 1,177 shares; 2025Q1: 1,287 shares; 2025Q2: 1,586 shares; 2025Q3: 1,551 shares; 2025Q4: 1,979 shares 1,979 $443K 0.04% +428 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,342 shares; 2025Q1: 2,265 shares; 2025Q2: 3,006 shares; 2025Q3: 3,080 shares; 2025Q4: 6,284 shares 6,284 $442K 0.04% +3,204 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,366 shares; 2025Q1: 2,386 shares; 2025Q2: 2,526 shares; 2025Q3: 2,605 shares; 2025Q4: 2,639 shares 2,639 $442K 0.04% +34 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: 8,591 shares; 2024Q4: 7,850 shares; 2025Q1: 8,011 shares; 2025Q2: 9,939 shares; 2025Q3: 4,761 shares; 2025Q4: 4,696 shares 4,696 $442K 0.04% -65 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 1,034 shares; 2025Q3: 1,123 shares; 2025Q4: 1,133 shares 1,133 $441K 0.04% +10 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,039 shares 1,039 $436K 0.04% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 4,040 shares; 2025Q1: 5,269 shares; 2025Q2: 3,958 shares; 2025Q3: 3,531 shares; 2025Q4: 3,121 shares 3,121 $434K 0.04% -410 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,986 shares 2,986 $432K 0.04% +136 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 10,434 shares; 2025Q1: 10,434 shares; 2025Q2: 10,434 shares; 2025Q3: 10,434 shares; 2025Q4: 10,434 shares 10,434 $431K 0.04% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 243 shares; 2025Q4: 255 shares 255 $431K 0.04% +12 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 3,089 shares; 2025Q1: 4,706 shares; 2025Q2: 4,797 shares; 2025Q3: 2,742 shares; 2025Q4: 3,832 shares 3,832 $430K 0.04% +1,090 Timeline IXN 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: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 4,084 shares 4,084 $429K 0.04% +1,804 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares 891 $428K 0.04% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares 2,032 $425K 0.04% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 981 shares; 2025Q2: not reported; 2025Q3: 1,187 shares; 2025Q4: 2,029 shares 2,029 $422K 0.04% +842 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,561 shares; 2025Q1: 6,253 shares; 2025Q2: 6,535 shares; 2025Q3: 6,844 shares; 2025Q4: 7,481 shares 7,481 $422K 0.04% +637 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,414 shares; 2025Q1: 2,227 shares; 2025Q2: 2,131 shares; 2025Q3: 1,663 shares; 2025Q4: 1,078 shares 1,078 $422K 0.04% -585 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: 13,559 shares; 2024Q4: 9,977 shares; 2025Q1: 4,532 shares; 2025Q2: 6,735 shares; 2025Q3: 3,816 shares; 2025Q4: 3,813 shares 3,813 $420K 0.04% -3 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 3,121 shares; 2025Q1: 2,187 shares; 2025Q2: 1,741 shares; 2025Q3: 2,173 shares; 2025Q4: 1,835 shares 1,835 $420K 0.04% -338 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,545 shares; 2025Q1: 6,837 shares; 2025Q2: 6,323 shares; 2025Q3: 4,376 shares; 2025Q4: 1,922 shares 1,922 $418K 0.04% -2,454 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,395 shares; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 3,335 shares; 2025Q4: 3,781 shares 3,781 $417K 0.04% +446 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,876 shares; 2025Q1: 6,648 shares; 2025Q2: 5,206 shares; 2025Q3: 6,376 shares; 2025Q4: 8,454 shares 8,454 $416K 0.04% +2,078 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 4,916 shares; 2025Q1: 4,239 shares; 2025Q2: 4,057 shares; 2025Q3: 4,218 shares; 2025Q4: 4,045 shares 4,045 $416K 0.04% -173 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: 176 shares; 2024Q4: 221 shares; 2025Q1: 219 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 205 shares 205 $413K 0.04% +2 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,847 shares; 2025Q3: 1,355 shares; 2025Q4: 1,272 shares 1,272 $412K 0.04% -83 Timeline VT 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: not reported; 2025Q3: 5,507 shares; 2025Q4: 2,908 shares 2,908 $410K 0.04% -2,599 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,840 shares; 2025Q1: 3,746 shares; 2025Q2: 3,394 shares; 2025Q3: 3,426 shares; 2025Q4: 3,267 shares 3,267 $410K 0.04% -159 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 1,056 shares; 2025Q1: 1,071 shares; 2025Q2: 1,245 shares; 2025Q3: 1,339 shares; 2025Q4: 1,162 shares 1,162 $408K 0.04% -177 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: 3,133 shares; 2024Q4: 3,251 shares; 2025Q1: 3,084 shares; 2025Q2: 3,472 shares; 2025Q3: 3,689 shares; 2025Q4: 3,690 shares 3,690 $404K 0.04% +1 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: 3,354 shares; 2025Q3: 5,266 shares; 2025Q4: 4,975 shares 4,975 $404K 0.04% -291 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,598 shares; 2025Q3: 3,377 shares; 2025Q4: 3,475 shares 3,475 $403K 0.04% +98 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $403K 0.04% 0 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: 4,684 shares; 2024Q4: 5,811 shares; 2025Q1: 5,418 shares; 2025Q2: 6,182 shares; 2025Q3: 6,475 shares; 2025Q4: 5,950 shares 5,950 $399K 0.04% -525 Timeline SPIB 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: 7,560 shares; 2024Q4: 8,129 shares; 2025Q1: 8,022 shares; 2025Q2: 8,678 shares; 2025Q3: 8,998 shares; 2025Q4: 11,636 shares 11,636 $393K 0.04% +2,638 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 3,676 shares; 2025Q1: 1,738 shares; 2025Q2: 1,724 shares; 2025Q3: not reported; 2025Q4: 2,159 shares 2,159 $393K 0.04% new 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: 546 shares; 2024Q4: 552 shares; 2025Q1: 565 shares; 2025Q2: 568 shares; 2025Q3: 649 shares; 2025Q4: 630 shares 630 $392K 0.04% -19 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 21,918 shares; 2025Q1: 13,575 shares; 2025Q2: 12,985 shares; 2025Q3: 11,477 shares; 2025Q4: 11,017 shares 11,017 $388K 0.04% -460 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: not reported; 2025Q4: 4,681 shares 4,681 $388K 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,548 shares; 2025Q1: 1,264 shares; 2025Q2: 1,296 shares; 2025Q3: 1,476 shares; 2025Q4: 1,686 shares 1,686 $386K 0.04% +210 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,416 shares; 2025Q1: 1,508 shares; 2025Q2: 1,619 shares; 2025Q3: 2,181 shares; 2025Q4: 2,456 shares 2,456 $385K 0.04% +275 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: 2,013 shares; 2025Q4: 2,086 shares 2,086 $385K 0.04% +73 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: 2,073 shares 2,073 $385K 0.04% +655 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,089 shares; 2025Q1: 2,311 shares; 2025Q2: 2,677 shares; 2025Q3: 3,907 shares; 2025Q4: 3,013 shares 3,013 $384K 0.04% -894 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,695 shares 2,695 $381K 0.04% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,934 shares; 2025Q1: 4,842 shares; 2025Q2: 69,552 shares; 2025Q3: 5,683 shares; 2025Q4: 6,087 shares 6,087 $380K 0.04% +404 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: 1,323 shares; 2025Q3: 1,261 shares; 2025Q4: 2,347 shares 2,347 $380K 0.04% +1,086 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,507 shares; 2024Q4: 14,855 shares; 2025Q1: 6,969 shares; 2025Q2: 7,022 shares; 2025Q3: 5,140 shares; 2025Q4: 4,532 shares 4,532 $380K 0.04% -608 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 13,214 shares; 2025Q1: 8,350 shares; 2025Q2: 9,902 shares; 2025Q3: 13,676 shares; 2025Q4: 15,549 shares 15,549 $377K 0.04% +1,873 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,246 shares; 2025Q2: 23,634 shares; 2025Q3: 22,322 shares; 2025Q4: 21,418 shares 21,418 $375K 0.04% -904 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,321 shares; 2025Q1: 2,140 shares; 2025Q2: 2,198 shares; 2025Q3: 2,097 shares; 2025Q4: 2,036 shares 2,036 $375K 0.04% -61 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,874 shares; 2025Q4: 4,744 shares 4,744 $373K 0.04% +1,870 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,471 shares; 2025Q1: 7,712 shares; 2025Q2: 7,444 shares; 2025Q3: not reported; 2025Q4: 10,772 shares 10,772 $371K 0.04% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 987 shares; 2025Q4: 1,159 shares 1,159 $369K 0.04% +172 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 8,054 shares; 2025Q1: 6,615 shares; 2025Q2: 7,130 shares; 2025Q3: 4,901 shares; 2025Q4: 4,768 shares 4,768 $363K 0.04% -133 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 3,369 shares; 2025Q4: 5,180 shares 5,180 $362K 0.04% +1,811 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 10,605 shares; 2025Q1: 9,716 shares; 2025Q2: 10,026 shares; 2025Q3: 9,692 shares; 2025Q4: 9,680 shares 9,680 $362K 0.04% -12 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,204 shares; 2025Q3: 2,462 shares; 2025Q4: 3,016 shares 3,016 $361K 0.04% +554 Timeline SMMD 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: 4,800 shares 4,800 $360K 0.04% new Timeline GWX 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: 5,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,555 shares; 2025Q3: 8,718 shares; 2025Q4: 8,784 shares 8,784 $359K 0.04% +66 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: 2,994 shares; 2024Q4: 2,991 shares; 2025Q1: 2,872 shares; 2025Q2: 2,924 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares 2,978 $358K 0.04% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 889 shares; 2025Q1: 926 shares; 2025Q2: 1,008 shares; 2025Q3: 1,695 shares; 2025Q4: 1,649 shares 1,649 $358K 0.04% -46 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 4,604 shares 4,604 $356K 0.03% new 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: 1,339 shares; 2025Q3: 1,572 shares; 2025Q4: 1,735 shares 1,735 $355K 0.03% +163 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,800 shares; 2025Q1: 5,000 shares; 2025Q2: 5,975 shares; 2025Q3: 6,714 shares; 2025Q4: 6,064 shares 6,064 $354K 0.03% -650 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 6,514 shares; 2025Q3: 4,742 shares; 2025Q4: 5,978 shares 5,978 $351K 0.03% +1,236 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,472 shares; 2025Q1: 2,232 shares; 2025Q2: 1,696 shares; 2025Q3: 1,554 shares; 2025Q4: 1,459 shares 1,459 $350K 0.03% -95 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,483 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 2,422 shares 2,422 $349K 0.03% +974 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 701 shares; 2025Q1: 723 shares; 2025Q2: 701 shares; 2025Q3: 686 shares; 2025Q4: 578 shares 578 $349K 0.03% -108 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 3,929 shares; 2025Q1: 3,760 shares; 2025Q2: 3,664 shares; 2025Q3: 1,160 shares; 2025Q4: 1,368 shares 1,368 $345K 0.03% +208 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 3,016 shares; 2025Q1: 3,899 shares; 2025Q2: 4,052 shares; 2025Q3: 4,194 shares; 2025Q4: 2,704 shares 2,704 $345K 0.03% -1,490 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 639 shares; 2025Q4: 607 shares 607 $345K 0.03% -32 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,701 shares; 2025Q2: 3,801 shares; 2025Q3: 3,174 shares; 2025Q4: 1,480 shares 1,480 $344K 0.03% -1,694 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: not reported; 2024Q4: 641 shares; 2025Q1: 653 shares; 2025Q2: 567 shares; 2025Q3: 953 shares; 2025Q4: 959 shares 959 $343K 0.03% +6 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,623 shares; 2025Q1: 45,188 shares; 2025Q2: 4,081 shares; 2025Q3: 3,060 shares; 2025Q4: 4,281 shares 4,281 $340K 0.03% +1,221 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 2,520 shares 2,520 $338K 0.03% +533 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,339 shares; 2025Q1: 1,984 shares; 2025Q2: 2,572 shares; 2025Q3: 1,793 shares; 2025Q4: 2,464 shares 2,464 $337K 0.03% +671 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,442 shares 1,442 $337K 0.03% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,216 shares; 2025Q3: 1,691 shares; 2025Q4: 1,295 shares 1,295 $336K 0.03% -396 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 1,042 shares; 2025Q4: 992 shares 992 $335K 0.03% -50 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: 21,175 shares; 2024Q4: 1,482 shares; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 2,065 shares; 2025Q4: 2,219 shares 2,219 $334K 0.03% +154 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,796 shares; 2025Q1: 1,301 shares; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 2,195 shares 2,195 $332K 0.03% +300 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 1,281 shares; 2025Q2: 1,061 shares; 2025Q3: 988 shares; 2025Q4: 971 shares 971 $330K 0.03% -17 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,743 shares; 2025Q4: 27,986 shares 27,986 $328K 0.03% -757 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: 15,988 shares; 2024Q4: 20,055 shares; 2025Q1: 32,833 shares; 2025Q2: 51,616 shares; 2025Q3: 40,984 shares; 2025Q4: 12,541 shares 12,541 $325K 0.03% -28,443 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,286 shares; 2025Q4: 5,553 shares 5,553 $324K 0.03% +1,267 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: 7,993 shares; 2024Q4: 12,007 shares; 2025Q1: 15,756 shares; 2025Q2: 8,041 shares; 2025Q3: 2,952 shares; 2025Q4: 2,945 shares 2,945 $324K 0.03% -7 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 9,043 shares; 2025Q1: 8,931 shares; 2025Q2: 9,052 shares; 2025Q3: 9,310 shares; 2025Q4: 9,231 shares 9,231 $323K 0.03% -79 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,413 shares 4,413 $323K 0.03% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,128 shares; 2025Q2: 6,231 shares; 2025Q3: 6,856 shares; 2025Q4: 8,709 shares 8,709 $320K 0.03% +1,853 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: 388 shares; 2025Q1: 450 shares; 2025Q2: 501 shares; 2025Q3: 509 shares; 2025Q4: 510 shares 510 $320K 0.03% +1 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,860 shares; 2025Q4: 2,220 shares 2,220 $320K 0.03% -640 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: 5,349 shares; 2025Q3: 9,879 shares; 2025Q4: 8,977 shares 8,977 $319K 0.03% -902 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 16,590 shares; 2025Q1: 15,353 shares; 2025Q2: 15,381 shares; 2025Q3: 11,276 shares; 2025Q4: 4,412 shares 4,412 $317K 0.03% -6,864 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,964 shares; 2024Q4: 8,906 shares; 2025Q1: 8,892 shares; 2025Q2: 9,105 shares; 2025Q3: 9,281 shares; 2025Q4: 1,438 shares 1,438 $315K 0.03% -7,843 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 14,465 shares; 2025Q1: 9,255 shares; 2025Q2: 8,159 shares; 2025Q3: 5,787 shares; 2025Q4: 5,082 shares 5,082 $314K 0.03% -705 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 2,142 shares; 2025Q4: 2,524 shares 2,524 $313K 0.03% +382 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,674 shares; 2025Q2: 12,474 shares; 2025Q3: not reported; 2025Q4: 12,990 shares 12,990 $313K 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 1,118 shares 1,118 $312K 0.03% +408 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 571 shares; 2025Q1: 523 shares; 2025Q2: 550 shares; 2025Q3: 645 shares; 2025Q4: 642 shares 642 $312K 0.03% -3 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 3,144 shares; 2025Q2: 3,436 shares; 2025Q3: 2,439 shares; 2025Q4: 2,574 shares 2,574 $308K 0.03% +135 Timeline DFAS 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: 4,413 shares; 2025Q4: 4,419 shares 4,419 $308K 0.03% +6 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,499 shares; 2024Q4: 17,212 shares; 2025Q1: 11,993 shares; 2025Q2: 11,540 shares; 2025Q3: 7,232 shares; 2025Q4: 4,018 shares 4,018 $306K 0.03% -3,214 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,198 shares; 2025Q1: 1,190 shares; 2025Q2: 1,167 shares; 2025Q3: 1,166 shares; 2025Q4: 1,169 shares 1,169 $306K 0.03% +3 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 1,137 shares; 2025Q4: 1,374 shares 1,374 $305K 0.03% +237 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: 3,404 shares; 2025Q4: 3,717 shares 3,717 $305K 0.03% +313 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: 1,156 shares; 2025Q2: 1,054 shares; 2025Q3: 924 shares; 2025Q4: 905 shares 905 $305K 0.03% -19 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: 1,354 shares; 2025Q3: 1,406 shares; 2025Q4: 1,353 shares 1,353 $304K 0.03% -53 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 16,921 shares 16,921 $304K 0.03% +2,721 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,960 shares 4,960 $302K 0.03% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 8,894 shares; 2025Q1: 13,166 shares; 2025Q2: 13,166 shares; 2025Q3: 10,364 shares; 2025Q4: 9,068 shares 9,068 $300K 0.03% -1,296 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 11,442 shares; 2025Q1: 10,373 shares; 2025Q2: 11,037 shares; 2025Q3: 8,123 shares; 2025Q4: 4,060 shares 4,060 $299K 0.03% -4,063 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: 2,163 shares; 2025Q3: 2,201 shares; 2025Q4: 2,247 shares 2,247 $298K 0.03% +46 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 9,051 shares; 2025Q1: 5,952 shares; 2025Q2: 4,492 shares; 2025Q3: 3,851 shares; 2025Q4: 3,528 shares 3,528 $297K 0.03% -323 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: not reported; 2024Q4: 42,060 shares; 2025Q1: 42,199 shares; 2025Q2: not reported; 2025Q3: 2,045 shares; 2025Q4: 2,148 shares 2,148 $296K 0.03% +103 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: not reported; 2025Q3: 757 shares; 2025Q4: 899 shares 899 $295K 0.03% +142 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,465 shares; 2024Q4: 13,750 shares; 2025Q1: 12,982 shares; 2025Q2: 14,303 shares; 2025Q3: 10,119 shares; 2025Q4: 6,808 shares 6,808 $295K 0.03% -3,311 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,992 shares 16,992 $294K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,288 shares; 2025Q1: 1,231 shares; 2025Q2: 1,201 shares; 2025Q3: 1,214 shares; 2025Q4: 1,186 shares 1,186 $292K 0.03% -28 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,655 shares; 2025Q3: 5,309 shares; 2025Q4: 4,573 shares 4,573 $291K 0.03% -736 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 6,100 shares; 2025Q1: 4,581 shares; 2025Q2: 5,608 shares; 2025Q3: 3,358 shares; 2025Q4: 3,641 shares 3,641 $290K 0.03% +283 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,249 shares; 2025Q1: 2,353 shares; 2025Q2: 2,399 shares; 2025Q3: 2,536 shares; 2025Q4: 3,291 shares 3,291 $290K 0.03% +755 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares 1,586 $289K 0.03% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,095 shares; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,199 shares 1,199 $288K 0.03% +50 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 1,152 shares; 2025Q4: 1,342 shares 1,342 $287K 0.03% +190 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 980 shares; 2025Q4: 972 shares 972 $287K 0.03% -8 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 6,839 shares; 2025Q4: 6,758 shares 6,758 $287K 0.03% -81 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 1,008 shares; 2025Q4: 1,168 shares 1,168 $284K 0.03% +160 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,552 shares; 2024Q4: 25,480 shares; 2025Q1: 25,106 shares; 2025Q2: 13,805 shares; 2025Q3: 8,261 shares; 2025Q4: 7,221 shares 7,221 $283K 0.03% -1,040 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares 805 $282K 0.03% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,959 shares; 2024Q4: 38,831 shares; 2025Q1: 34,393 shares; 2025Q2: 38,772 shares; 2025Q3: 29,594 shares; 2025Q4: 11,007 shares 11,007 $282K 0.03% -18,587 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,605 shares; 2025Q1: 1,599 shares; 2025Q2: 1,118 shares; 2025Q3: 1,032 shares; 2025Q4: 1,020 shares 1,020 $282K 0.03% -12 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: 10,694 shares; 2024Q4: 10,292 shares; 2025Q1: 9,685 shares; 2025Q2: 11,915 shares; 2025Q3: 10,624 shares; 2025Q4: 6,927 shares 6,927 $280K 0.03% -3,697 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: not reported; 2025Q4: 661 shares 661 $279K 0.03% new Timeline KBE 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: not reported; 2025Q3: 112,695 shares; 2025Q4: 4,544 shares 4,544 $276K 0.03% -108,151 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares 566 $276K 0.03% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,606 shares 1,606 $275K 0.03% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 4,701 shares; 2025Q1: 2,135 shares; 2025Q2: 2,435 shares; 2025Q3: 2,370 shares; 2025Q4: 2,018 shares 2,018 $275K 0.03% -352 Timeline PFF 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: 13,594 shares; 2024Q4: 8,494 shares; 2025Q1: 9,339 shares; 2025Q2: 7,539 shares; 2025Q3: 8,839 shares; 2025Q4: 8,839 shares 8,839 $274K 0.03% 0 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: 3,017 shares; 2025Q3: 3,369 shares; 2025Q4: 3,370 shares 3,370 $273K 0.03% +1 Timeline U UNITY SOFTWARE INC More: the full row for UNITY 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: 8,380 shares; 2025Q3: 8,303 shares; 2025Q4: 6,173 shares 6,173 $273K 0.03% -2,130 Timeline SPSB 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: 10,798 shares; 2024Q4: 10,493 shares; 2025Q1: 9,465 shares; 2025Q2: 9,358 shares; 2025Q3: 9,328 shares; 2025Q4: 8,989 shares 8,989 $271K 0.03% -339 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,222 shares; 2025Q3: 2,144 shares; 2025Q4: 1,910 shares 1,910 $271K 0.03% -234 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,011 shares; 2025Q4: 10,353 shares 10,353 $271K 0.03% +1,342 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 14,527 shares; 2025Q1: 10,017 shares; 2025Q2: 3,689 shares; 2025Q3: 5,439 shares; 2025Q4: 4,237 shares 4,237 $270K 0.03% -1,202 Timeline