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: 732,199 shares; 2024Q4: 677,491 shares; 2025Q1: 720,213 shares; 2025Q2: 751,664 shares; 2025Q3: 792,599 shares; 2025Q4: 465,116 shares 465,116 $317M 7.02% -327,483 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: 2,332,627 shares; 2024Q4: 2,733,366 shares; 2025Q1: 2,482,072 shares; 2025Q2: 2,865,448 shares; 2025Q3: 2,993,014 shares; 2025Q4: 981,399 shares 981,399 $267M 5.91% -2,011,615 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: 827,981 shares; 2024Q4: 1,136,446 shares; 2025Q1: 1,448,756 shares; 2025Q2: 1,618,560 shares; 2025Q3: 1,700,950 shares; 2025Q4: 455,725 shares 455,725 $220M 4.88% -1,245,225 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: 439,700 shares; 2024Q4: 550,581 shares; 2025Q1: 438,402 shares; 2025Q2: 477,811 shares; 2025Q3: 572,969 shares; 2025Q4: 290,483 shares 290,483 $199M 4.41% -282,486 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666,658 shares; 2024Q4: 1,997,700 shares; 2025Q1: 2,031,263 shares; 2025Q2: 2,411,348 shares; 2025Q3: 2,460,746 shares; 2025Q4: 905,523 shares 905,523 $169M 3.74% -1,555,223 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: 1,049,980 shares; 2024Q4: 1,906,098 shares; 2025Q1: 1,932,813 shares; 2025Q2: 2,036,581 shares; 2025Q3: 1,970,832 shares; 2025Q4: 368,852 shares 368,852 $115M 2.56% -1,601,980 Timeline IBTG 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: 77,455 shares; 2024Q4: 74,167 shares; 2025Q1: 4,581,588 shares; 2025Q2: 5,260,457 shares; 2025Q3: 4,993,207 shares; 2025Q4: 4,714,898 shares 4,714,898 $108M 2.39% -278,309 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093,687 shares; 2024Q4: 1,905,573 shares; 2025Q1: 1,410,061 shares; 2025Q2: 1,516,681 shares; 2025Q3: 1,196,553 shares; 2025Q4: 1,002,293 shares 1,002,293 $75.2M 1.67% -194,260 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: 1,683,408 shares; 2024Q4: 2,207,836 shares; 2025Q1: 1,529,924 shares; 2025Q2: 2,447,023 shares; 2025Q3: 1,964,991 shares; 2025Q4: 1,348,757 shares 1,348,757 $68.2M 1.51% -616,234 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: 1,824,059 shares; 2024Q4: 2,255,089 shares; 2025Q1: 2,180,635 shares; 2025Q2: 2,393,995 shares; 2025Q3: 2,413,888 shares; 2025Q4: 293,339 shares 293,339 $67.7M 1.5% -2,120,549 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: 276,650 shares; 2024Q4: 1,270,599 shares; 2025Q1: 1,160,478 shares; 2025Q2: 1,394,139 shares; 2025Q3: 1,275,551 shares; 2025Q4: 182,449 shares 182,449 $63.1M 1.4% -1,093,102 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: 480,344 shares; 2024Q4: 514,260 shares; 2025Q1: 397,416 shares; 2025Q2: 415,547 shares; 2025Q3: 399,390 shares; 2025Q4: 93,403 shares 93,403 $61.7M 1.37% -305,987 Timeline MBB 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: 816,968 shares; 2024Q4: 798,933 shares; 2025Q1: 766,393 shares; 2025Q2: 703,159 shares; 2025Q3: 644,563 shares; 2025Q4: 646,897 shares 646,897 $61.6M 1.36% +2,334 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: 129,715 shares; 2024Q4: 309,281 shares; 2025Q1: 353,272 shares; 2025Q2: 205,741 shares; 2025Q3: 460,009 shares; 2025Q4: 203,377 shares 203,377 $58M 1.29% -256,632 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: 198,075 shares; 2025Q1: 2,378,223 shares; 2025Q2: 2,432,504 shares; 2025Q3: 2,377,790 shares; 2025Q4: 279,906 shares 279,906 $47.9M 1.06% -2,097,884 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: 448,910 shares; 2024Q4: 437,116 shares; 2025Q1: 461,558 shares; 2025Q2: 415,503 shares; 2025Q3: 404,933 shares; 2025Q4: 587,432 shares 587,432 $47.8M 1.06% +182,499 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,083 shares; 2024Q4: 17,181 shares; 2025Q1: 8,469 shares; 2025Q2: 32,043 shares; 2025Q3: 80,587 shares; 2025Q4: 98,375 shares 98,375 $44.6M 0.99% +17,788 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: 314,031 shares; 2024Q4: 318,175 shares; 2025Q1: 554,899 shares; 2025Q2: 565,334 shares; 2025Q3: 663,416 shares; 2025Q4: 378,638 shares 378,638 $44.2M 0.98% -284,778 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,756 shares; 2024Q4: 22,748 shares; 2025Q1: 645,451 shares; 2025Q2: 694,099 shares; 2025Q3: 1,132,878 shares; 2025Q4: 1,940,729 shares 1,940,729 $43.6M 0.97% +807,851 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: 181,901 shares; 2024Q4: 352,605 shares; 2025Q1: 380,359 shares; 2025Q2: 195,339 shares; 2025Q3: 166,206 shares; 2025Q4: 128,943 shares 128,943 $42.6M 0.94% -37,263 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: 2,421,708 shares; 2024Q4: 2,931,793 shares; 2025Q1: 2,681,809 shares; 2025Q2: 2,664,658 shares; 2025Q3: 2,330,400 shares; 2025Q4: 413,767 shares 413,767 $41.3M 0.92% -1,916,633 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: 37,001 shares; 2024Q4: 37,337 shares; 2025Q1: 36,549 shares; 2025Q2: 30,356 shares; 2025Q3: 39,230 shares; 2025Q4: 121,207 shares 121,207 $40.8M 0.9% +81,977 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: 309,030 shares; 2024Q4: 335,711 shares; 2025Q1: 362,863 shares; 2025Q2: 372,848 shares; 2025Q3: 388,251 shares; 2025Q4: 230,632 shares 230,632 $39.4M 0.87% -157,619 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 9,007 shares; 2025Q1: 9,087 shares; 2025Q2: 46,222 shares; 2025Q3: 135,330 shares; 2025Q4: 132,629 shares 132,629 $38.5M 0.85% -2,701 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: 721,355 shares; 2024Q4: 759,517 shares; 2025Q1: 1,152,105 shares; 2025Q2: 1,162,081 shares; 2025Q3: 829,728 shares; 2025Q4: 696,137 shares 696,137 $38.3M 0.85% -133,591 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: 1,217,063 shares; 2024Q4: 1,217,657 shares; 2025Q1: 1,128,715 shares; 2025Q2: 1,058,743 shares; 2025Q3: 1,059,087 shares; 2025Q4: 121,526 shares 121,526 $38.1M 0.84% -937,561 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: 203,736 shares; 2024Q4: 209,714 shares; 2025Q1: 218,021 shares; 2025Q2: 267,939 shares; 2025Q3: 276,906 shares; 2025Q4: 186,229 shares 186,229 $37.8M 0.84% -90,677 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: 625,205 shares; 2024Q4: 531,718 shares; 2025Q1: 390,942 shares; 2025Q2: 525,937 shares; 2025Q3: 747,205 shares; 2025Q4: 142,282 shares 142,282 $37.7M 0.83% -604,923 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: 90,782 shares; 2024Q4: 96,587 shares; 2025Q1: 602,259 shares; 2025Q2: 536,951 shares; 2025Q3: 599,294 shares; 2025Q4: 347,564 shares 347,564 $34.7M 0.77% -251,730 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: 140,577 shares; 2024Q4: 121,773 shares; 2025Q1: 134,727 shares; 2025Q2: 146,118 shares; 2025Q3: 157,409 shares; 2025Q4: 77,140 shares 77,140 $34.7M 0.77% -80,269 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,524 shares; 2025Q2: 4,323 shares; 2025Q3: 3,923 shares; 2025Q4: 544,131 shares 544,131 $33.1M 0.73% +540,208 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: 284,461 shares; 2024Q4: 253,183 shares; 2025Q1: 253,641 shares; 2025Q2: 777,654 shares; 2025Q3: 795,782 shares; 2025Q4: 575,157 shares 575,157 $31M 0.69% -220,625 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: 5,199 shares; 2024Q4: 5,132 shares; 2025Q1: 7,587 shares; 2025Q2: 54,940 shares; 2025Q3: 152,053 shares; 2025Q4: 143,532 shares 143,532 $30.8M 0.68% -8,521 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,746 shares; 2024Q4: 363,462 shares; 2025Q1: 473,839 shares; 2025Q2: 582,634 shares; 2025Q3: 465,686 shares; 2025Q4: 253,161 shares 253,161 $30.2M 0.67% -212,525 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,859 shares; 2024Q4: 54,308 shares; 2025Q1: 54,465 shares; 2025Q2: 71,425 shares; 2025Q3: 236,505 shares; 2025Q4: 136,024 shares 136,024 $28M 0.62% -100,481 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,120 shares; 2025Q1: 8,341 shares; 2025Q2: 10,441 shares; 2025Q3: 486,796 shares; 2025Q4: 504,556 shares 504,556 $27M 0.6% +17,760 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,041 shares; 2024Q4: 179,458 shares; 2025Q1: 61,392 shares; 2025Q2: 113,572 shares; 2025Q3: 142,224 shares; 2025Q4: 120,334 shares 120,334 $27M 0.6% -21,890 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: 810,809 shares; 2024Q4: 849,987 shares; 2025Q1: 532,446 shares; 2025Q2: 633,623 shares; 2025Q3: 636,914 shares; 2025Q4: 81,982 shares 81,982 $26.4M 0.58% -554,932 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,019 shares; 2024Q4: 124,073 shares; 2025Q1: 504,169 shares; 2025Q2: 497,683 shares; 2025Q3: 190,706 shares; 2025Q4: 399,572 shares 399,572 $25.6M 0.57% +208,866 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: 86,298 shares; 2024Q4: 84,946 shares; 2025Q1: 80,411 shares; 2025Q2: 89,690 shares; 2025Q3: 459,617 shares; 2025Q4: 93,084 shares 93,084 $25M 0.55% -366,533 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: 13,178 shares; 2024Q4: 12,597 shares; 2025Q1: 18,348 shares; 2025Q2: 179,029 shares; 2025Q3: 162,208 shares; 2025Q4: 68,981 shares 68,981 $24.4M 0.54% -93,227 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: 38,146 shares; 2024Q4: 45,068 shares; 2025Q1: 43,900 shares; 2025Q2: 45,956 shares; 2025Q3: 51,593 shares; 2025Q4: 36,620 shares 36,620 $24.3M 0.54% -14,973 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,132 shares; 2024Q4: 110,246 shares; 2025Q1: 107,948 shares; 2025Q2: 107,258 shares; 2025Q3: 106,679 shares; 2025Q4: 94,071 shares 94,071 $23.6M 0.52% -12,608 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,860 shares; 2024Q4: 15,131 shares; 2025Q1: 109,785 shares; 2025Q2: 429,323 shares; 2025Q3: 435,163 shares; 2025Q4: 431,100 shares 431,100 $22.7M 0.5% -4,063 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: 848,937 shares; 2025Q1: 866,229 shares; 2025Q2: 1,176,103 shares; 2025Q3: 838,641 shares; 2025Q4: 169,040 shares 169,040 $22.1M 0.49% -669,601 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: 177,495 shares; 2024Q4: 177,761 shares; 2025Q1: 343,585 shares; 2025Q2: 334,225 shares; 2025Q3: 347,334 shares; 2025Q4: 194,217 shares 194,217 $22.1M 0.49% -153,117 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: 19,513 shares; 2024Q4: 20,307 shares; 2025Q1: 35,066 shares; 2025Q2: 74,674 shares; 2025Q3: 232,114 shares; 2025Q4: 230,570 shares 230,570 $22M 0.49% -1,544 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: 1,146,717 shares; 2024Q4: 1,306,444 shares; 2025Q1: 1,370,911 shares; 2025Q2: 1,285,818 shares; 2025Q3: 1,265,159 shares; 2025Q4: 222,978 shares 222,978 $21.4M 0.47% -1,042,181 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 9,302 shares; 2025Q1: 13,143 shares; 2025Q2: 35,223 shares; 2025Q3: 48,912 shares; 2025Q4: 25,447 shares 25,447 $20.9M 0.46% -23,465 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: 58,992 shares; 2024Q4: 51,605 shares; 2025Q1: 48,965 shares; 2025Q2: 48,502 shares; 2025Q3: 48,194 shares; 2025Q4: 42,354 shares 42,354 $20.8M 0.46% -5,840 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,728 shares; 2024Q4: 159,616 shares; 2025Q1: 165,945 shares; 2025Q2: 166,566 shares; 2025Q3: 114,156 shares; 2025Q4: 101,138 shares 101,138 $20.7M 0.46% -13,018 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,104 shares; 2025Q1: 5,202 shares; 2025Q2: 76,775 shares; 2025Q3: 76,215 shares; 2025Q4: 71,265 shares 71,265 $20.5M 0.45% -4,950 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: 346,248 shares; 2024Q4: 299,685 shares; 2025Q1: 282,689 shares; 2025Q2: 461,538 shares; 2025Q3: 461,199 shares; 2025Q4: 246,663 shares 246,663 $20.4M 0.45% -214,536 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: 27,946 shares; 2024Q4: 29,381 shares; 2025Q1: 26,838 shares; 2025Q2: 26,769 shares; 2025Q3: 28,112 shares; 2025Q4: 243,359 shares 243,359 $20.4M 0.45% +215,247 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: 13,742 shares; 2025Q1: 170,777 shares; 2025Q2: 173,987 shares; 2025Q3: 118,375 shares; 2025Q4: 89,471 shares 89,471 $20.4M 0.45% -28,904 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: 486,144 shares; 2024Q4: 580,467 shares; 2025Q1: 577,804 shares; 2025Q2: 192,054 shares; 2025Q3: 195,284 shares; 2025Q4: 144,828 shares 144,828 $19.6M 0.43% -50,456 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: 432,129 shares; 2024Q4: 461,328 shares; 2025Q1: 433,452 shares; 2025Q2: 335,441 shares; 2025Q3: 319,933 shares; 2025Q4: 37,138 shares 37,138 $18.7M 0.41% -282,795 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: 42,274 shares; 2024Q4: 43,397 shares; 2025Q1: 36,914 shares; 2025Q2: 156,232 shares; 2025Q3: 120,270 shares; 2025Q4: 87,673 shares 87,673 $18.2M 0.4% -32,597 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: 127,555 shares; 2024Q4: 1,460,569 shares; 2025Q1: 1,791,972 shares; 2025Q2: 1,843,712 shares; 2025Q3: 1,805,893 shares; 2025Q4: 84,815 shares 84,815 $18.2M 0.4% -1,721,078 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: 99,012 shares; 2024Q4: 106,065 shares; 2025Q1: 150,615 shares; 2025Q2: 177,336 shares; 2025Q3: 168,014 shares; 2025Q4: 100,770 shares 100,770 $17.9M 0.4% -67,244 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: 835,427 shares; 2024Q4: 1,017,618 shares; 2025Q1: 871,206 shares; 2025Q2: 793,508 shares; 2025Q3: 179,028 shares; 2025Q4: 91,285 shares 91,285 $17.8M 0.39% -87,743 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: 488,044 shares; 2024Q4: 527,018 shares; 2025Q1: 653,156 shares; 2025Q2: 721,746 shares; 2025Q3: 741,586 shares; 2025Q4: 67,326 shares 67,326 $17.3M 0.38% -674,260 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: 61,044 shares; 2024Q4: 570,904 shares; 2025Q1: 282,921 shares; 2025Q2: 439,304 shares; 2025Q3: 493,972 shares; 2025Q4: 206,016 shares 206,016 $16.8M 0.37% -287,956 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: 90,237 shares; 2024Q4: 74,893 shares; 2025Q1: 68,296 shares; 2025Q2: 114,283 shares; 2025Q3: 119,724 shares; 2025Q4: 28,835 shares 28,835 $16.5M 0.36% -90,889 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: 33,148 shares; 2024Q4: 239,370 shares; 2025Q1: 234,805 shares; 2025Q2: 231,181 shares; 2025Q3: 231,444 shares; 2025Q4: 18,387 shares 18,387 $16.2M 0.36% -213,057 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,264 shares; 2024Q4: 774,997 shares; 2025Q1: 814,577 shares; 2025Q2: 879,419 shares; 2025Q3: 993,835 shares; 2025Q4: 236,519 shares 236,519 $15.9M 0.35% -757,316 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: 84,820 shares; 2024Q4: 124,330 shares; 2025Q1: 124,060 shares; 2025Q2: 126,944 shares; 2025Q3: 120,635 shares; 2025Q4: 91,325 shares 91,325 $15.8M 0.35% -29,310 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: 27,184 shares; 2024Q4: 58,440 shares; 2025Q1: 58,082 shares; 2025Q2: 89,219 shares; 2025Q3: 107,854 shares; 2025Q4: 143,479 shares 143,479 $15.8M 0.35% +35,625 Timeline VCSH 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: 22,905 shares; 2024Q4: 326,334 shares; 2025Q1: 334,837 shares; 2025Q2: 333,730 shares; 2025Q3: 341,054 shares; 2025Q4: 193,488 shares 193,488 $15.4M 0.34% -147,566 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,017 shares; 2024Q4: 70,092 shares; 2025Q1: 106,586 shares; 2025Q2: 108,422 shares; 2025Q3: 178,237 shares; 2025Q4: 156,937 shares 156,937 $15.1M 0.33% -21,300 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908,841 shares; 2024Q4: 1,864,372 shares; 2025Q1: 1,842,049 shares; 2025Q2: 1,793,896 shares; 2025Q3: 1,789,994 shares; 2025Q4: 281,564 shares 281,564 $14.9M 0.33% -1,508,430 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,572 shares; 2024Q4: 232,590 shares; 2025Q1: 89,487 shares; 2025Q2: 215,753 shares; 2025Q3: 205,354 shares; 2025Q4: 189,496 shares 189,496 $14.7M 0.33% -15,858 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: 143,505 shares; 2024Q4: 154,852 shares; 2025Q1: 155,725 shares; 2025Q2: 36,954 shares; 2025Q3: 33,093 shares; 2025Q4: 181,063 shares 181,063 $14.3M 0.32% +147,970 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: 603,602 shares; 2024Q4: 658,319 shares; 2025Q1: 679,451 shares; 2025Q2: 541,542 shares; 2025Q3: 599,496 shares; 2025Q4: 211,826 shares 211,826 $14M 0.31% -387,670 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: 315,053 shares; 2024Q4: 322,692 shares; 2025Q1: 345,709 shares; 2025Q2: 382,957 shares; 2025Q3: 463,701 shares; 2025Q4: 237,672 shares 237,672 $13.9M 0.31% -226,029 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,672 shares; 2024Q4: 178,826 shares; 2025Q1: 172,035 shares; 2025Q2: 171,954 shares; 2025Q3: 169,872 shares; 2025Q4: 166,711 shares 166,711 $13.5M 0.3% -3,161 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: 98,962 shares; 2024Q4: 188,430 shares; 2025Q1: 121,110 shares; 2025Q2: 155,955 shares; 2025Q3: 102,377 shares; 2025Q4: 58,014 shares 58,014 $13.2M 0.29% -44,363 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: 11,691 shares; 2024Q4: 12,452 shares; 2025Q1: 11,948 shares; 2025Q2: 36,723 shares; 2025Q3: 38,413 shares; 2025Q4: 37,445 shares 37,445 $13.2M 0.29% -968 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: 459,777 shares; 2024Q4: 655,424 shares; 2025Q1: 684,597 shares; 2025Q2: 700,198 shares; 2025Q3: 728,644 shares; 2025Q4: 321,072 shares 321,072 $13.1M 0.29% -407,572 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: 177,727 shares; 2024Q4: 188,502 shares; 2025Q1: 160,765 shares; 2025Q2: 161,627 shares; 2025Q3: 172,583 shares; 2025Q4: 147,660 shares 147,660 $12.6M 0.28% -24,923 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,400 shares; 2024Q4: 70,288 shares; 2025Q1: 74,230 shares; 2025Q2: 74,629 shares; 2025Q3: 88,109 shares; 2025Q4: 76,111 shares 76,111 $12.4M 0.27% -11,998 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 9,164 shares; 2025Q1: 7,832 shares; 2025Q2: 7,670 shares; 2025Q3: 7,994 shares; 2025Q4: 3,625 shares 3,625 $12.3M 0.27% -4,369 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: 264,056 shares; 2024Q4: 264,414 shares; 2025Q1: 266,764 shares; 2025Q2: 317,653 shares; 2025Q3: 293,966 shares; 2025Q4: 153,029 shares 153,029 $12.3M 0.27% -140,937 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 8,400 shares; 2025Q1: not reported; 2025Q2: 351,027 shares; 2025Q3: 356,111 shares; 2025Q4: 222,072 shares 222,072 $12M 0.27% -134,039 Timeline TFLO 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: 145,555 shares; 2024Q4: 376,617 shares; 2025Q1: 363,550 shares; 2025Q2: 357,979 shares; 2025Q3: 265,981 shares; 2025Q4: 236,310 shares 236,310 $11.9M 0.26% -29,671 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: 3,131 shares; 2024Q4: 3,444 shares; 2025Q1: 3,513 shares; 2025Q2: 4,711 shares; 2025Q3: 4,112 shares; 2025Q4: 34,067 shares 34,067 $11.5M 0.25% +29,955 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: 273,245 shares; 2024Q4: 286,083 shares; 2025Q1: 252,713 shares; 2025Q2: 261,228 shares; 2025Q3: 279,731 shares; 2025Q4: 142,076 shares 142,076 $11.2M 0.25% -137,655 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,832 shares; 2025Q2: 524,161 shares; 2025Q3: 436,593 shares; 2025Q4: 268,837 shares 268,837 $11.2M 0.25% -167,756 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: 49,510 shares; 2024Q4: 65,726 shares; 2025Q1: 58,384 shares; 2025Q2: 61,119 shares; 2025Q3: 61,748 shares; 2025Q4: 17,863 shares 17,863 $11M 0.24% -43,885 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,997 shares; 2024Q4: 70,155 shares; 2025Q1: 29,784 shares; 2025Q2: 98,860 shares; 2025Q3: 140,841 shares; 2025Q4: 129,994 shares 129,994 $10.7M 0.24% -10,847 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: 196,701 shares; 2024Q4: 189,399 shares; 2025Q1: 193,817 shares; 2025Q2: 317,166 shares; 2025Q3: 210,824 shares; 2025Q4: 145,420 shares 145,420 $10.7M 0.24% -65,404 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,838 shares; 2024Q4: 110,382 shares; 2025Q1: 112,118 shares; 2025Q2: 417,263 shares; 2025Q3: 460,569 shares; 2025Q4: 106,257 shares 106,257 $10.6M 0.23% -354,312 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: 431,697 shares; 2024Q4: 444,679 shares; 2025Q1: 415,247 shares; 2025Q2: 502,160 shares; 2025Q3: 506,317 shares; 2025Q4: 87,809 shares 87,809 $10.6M 0.23% -418,508 Timeline TLT 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: 240,745 shares; 2024Q4: 101,453 shares; 2025Q1: 195,921 shares; 2025Q2: not reported; 2025Q3: 108,965 shares; 2025Q4: 119,017 shares 119,017 $10.4M 0.23% +10,052 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,826 shares; 2024Q4: 1,325,109 shares; 2025Q1: 1,216,937 shares; 2025Q2: 1,079,310 shares; 2025Q3: 1,056,794 shares; 2025Q4: 168,785 shares 168,785 $10.1M 0.22% -888,009 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,784 shares; 2024Q4: 101,727 shares; 2025Q1: 175,479 shares; 2025Q2: 109,910 shares; 2025Q3: 58,103 shares; 2025Q4: 98,891 shares 98,891 $10.1M 0.22% +40,788 Timeline EWU 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: 249,058 shares; 2024Q4: not reported; 2025Q1: 407,760 shares; 2025Q2: 315,342 shares; 2025Q3: 232,878 shares; 2025Q4: 228,553 shares 228,553 $10.1M 0.22% -4,325 Timeline IDV 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: 26,478 shares; 2024Q4: 26,031 shares; 2025Q1: 142,400 shares; 2025Q2: 442,463 shares; 2025Q3: 340,512 shares; 2025Q4: 253,096 shares 253,096 $9.98M 0.22% -87,416 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,472 shares; 2024Q4: 102,463 shares; 2025Q1: 71,640 shares; 2025Q2: 134,792 shares; 2025Q3: 129,434 shares; 2025Q4: 123,091 shares 123,091 $9.92M 0.22% -6,343 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: 453,126 shares; 2024Q4: 495,843 shares; 2025Q1: 319,480 shares; 2025Q2: 305,078 shares; 2025Q3: 249,449 shares; 2025Q4: 26,288 shares 26,288 $9.73M 0.22% -223,161 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: 2,498 shares; 2024Q4: 2,238 shares; 2025Q1: 2,119 shares; 2025Q2: 4,206 shares; 2025Q3: 5,523 shares; 2025Q4: 1,786 shares 1,786 $9.56M 0.21% -3,737 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,712 shares; 2024Q4: 34,260 shares; 2025Q1: 49,508 shares; 2025Q2: 200,752 shares; 2025Q3: 192,555 shares; 2025Q4: 170,774 shares 170,774 $9.43M 0.21% -21,781 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: 597,421 shares; 2024Q4: 654,602 shares; 2025Q1: 620,160 shares; 2025Q2: 534,657 shares; 2025Q3: 533,768 shares; 2025Q4: 26,402 shares 26,402 $9.26M 0.21% -507,366 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,467 shares; 2025Q2: 170,870 shares; 2025Q3: 171,071 shares; 2025Q4: 177,583 shares 177,583 $9.19M 0.2% +6,512 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036,327 shares; 2024Q4: 1,099,229 shares; 2025Q1: 870,995 shares; 2025Q2: 977,413 shares; 2025Q3: 940,501 shares; 2025Q4: 170,442 shares 170,442 $9.18M 0.2% -770,059 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: 169,566 shares; 2024Q4: 276,033 shares; 2025Q1: 286,142 shares; 2025Q2: 212,310 shares; 2025Q3: 227,402 shares; 2025Q4: 60,167 shares 60,167 $9.17M 0.2% -167,235 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: 46,132 shares; 2024Q4: 45,130 shares; 2025Q1: 47,584 shares; 2025Q2: 66,715 shares; 2025Q3: 71,907 shares; 2025Q4: 8,339 shares 8,339 $8.96M 0.2% -63,568 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,144 shares; 2024Q4: 861,760 shares; 2025Q1: 941,235 shares; 2025Q2: 920,920 shares; 2025Q3: 916,955 shares; 2025Q4: 41,442 shares 41,442 $8.72M 0.19% -875,513 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,132 shares; 2024Q4: 84,321 shares; 2025Q1: 99,781 shares; 2025Q2: 137,665 shares; 2025Q3: 70,128 shares; 2025Q4: 113,720 shares 113,720 $8.45M 0.19% +43,592 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: 18,348 shares; 2024Q4: 19,147 shares; 2025Q1: 19,093 shares; 2025Q2: 44,804 shares; 2025Q3: 48,201 shares; 2025Q4: 88,704 shares 88,704 $8.32M 0.18% +40,503 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,898 shares; 2024Q4: 70,307 shares; 2025Q1: 68,676 shares; 2025Q2: 78,488 shares; 2025Q3: 75,202 shares; 2025Q4: 28,671 shares 28,671 $8.28M 0.18% -46,531 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: 240,682 shares; 2024Q4: 240,060 shares; 2025Q1: 239,375 shares; 2025Q2: 252,610 shares; 2025Q3: 227,304 shares; 2025Q4: 46,436 shares 46,436 $8.24M 0.18% -180,868 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: 867,507 shares; 2024Q4: 925,075 shares; 2025Q1: 843,652 shares; 2025Q2: 837,031 shares; 2025Q3: 831,644 shares; 2025Q4: 68,017 shares 68,017 $8.17M 0.18% -763,627 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,847 shares; 2025Q2: 17,365 shares; 2025Q3: 52,634 shares; 2025Q4: 79,493 shares 79,493 $8.14M 0.18% +26,859 Timeline GII 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: 3,805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,521 shares; 2025Q3: 7,520 shares; 2025Q4: 114,951 shares 114,951 $8.02M 0.18% +107,431 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: 394,176 shares; 2024Q4: 424,258 shares; 2025Q1: 57,170 shares; 2025Q2: 363,471 shares; 2025Q3: 346,528 shares; 2025Q4: 29,280 shares 29,280 $7.94M 0.18% -317,248 Timeline VGSH 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: 908,739 shares; 2024Q4: 898,163 shares; 2025Q1: 1,017,352 shares; 2025Q2: 1,090,974 shares; 2025Q3: 1,069,672 shares; 2025Q4: 133,927 shares 133,927 $7.87M 0.17% -935,745 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,871 shares; 2024Q4: 114,336 shares; 2025Q1: 45,543 shares; 2025Q2: 65,963 shares; 2025Q3: 89,595 shares; 2025Q4: 104,850 shares 104,850 $7.68M 0.17% +15,255 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,490 shares 111,490 $7.52M 0.17% new 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: 10,452 shares; 2024Q4: 20,667 shares; 2025Q1: 41,050 shares; 2025Q2: 45,641 shares; 2025Q3: 54,586 shares; 2025Q4: 39,055 shares 39,055 $7.19M 0.16% -15,531 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,056 shares; 2024Q4: 7,351 shares; 2025Q1: 33,901 shares; 2025Q2: 69,103 shares; 2025Q3: 78,777 shares; 2025Q4: 84,637 shares 84,637 $7.02M 0.16% +5,860 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: 34,272 shares; 2024Q4: 35,058 shares; 2025Q1: 37,076 shares; 2025Q2: 59,753 shares; 2025Q3: 93,439 shares; 2025Q4: 69,043 shares 69,043 $6.85M 0.15% -24,396 Timeline FLRN 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: 304,601 shares; 2024Q4: 307,265 shares; 2025Q1: 307,607 shares; 2025Q2: 343,419 shares; 2025Q3: 352,563 shares; 2025Q4: 218,943 shares 218,943 $6.73M 0.15% -133,620 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: 45,039 shares; 2024Q4: 476,615 shares; 2025Q1: 631,342 shares; 2025Q2: 710,807 shares; 2025Q3: 717,840 shares; 2025Q4: 11,432 shares 11,432 $6.62M 0.15% -706,408 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: 183,994 shares; 2024Q4: 457,070 shares; 2025Q1: 447,332 shares; 2025Q2: 291,132 shares; 2025Q3: 317,617 shares; 2025Q4: 56,999 shares 56,999 $6.62M 0.15% -260,618 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: 12,248 shares; 2024Q4: 29,348 shares; 2025Q1: 18,671 shares; 2025Q2: 17,716 shares; 2025Q3: 17,583 shares; 2025Q4: 43,164 shares 43,164 $6.61M 0.15% +25,581 Timeline XLC 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: 49,061 shares; 2024Q4: 47,163 shares; 2025Q1: 16,524 shares; 2025Q2: 55,431 shares; 2025Q3: 91,420 shares; 2025Q4: 55,068 shares 55,068 $6.48M 0.14% -36,352 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: 366,690 shares; 2024Q4: 309,630 shares; 2025Q1: 394,212 shares; 2025Q2: 496,972 shares; 2025Q3: 537,002 shares; 2025Q4: 256,537 shares 256,537 $6.39M 0.14% -280,465 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,571 shares; 2024Q4: 47,258 shares; 2025Q1: 71,628 shares; 2025Q2: 36,744 shares; 2025Q3: 74,395 shares; 2025Q4: 45,010 shares 45,010 $6.35M 0.14% -29,385 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: 427,843 shares; 2024Q4: 447,991 shares; 2025Q1: 460,924 shares; 2025Q2: 447,215 shares; 2025Q3: 246,055 shares; 2025Q4: 30,622 shares 30,622 $6.34M 0.14% -215,433 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: 269,112 shares; 2024Q4: 260,856 shares; 2025Q1: 259,657 shares; 2025Q2: 300,243 shares; 2025Q3: 261,583 shares; 2025Q4: 67,364 shares 67,364 $6.28M 0.14% -194,219 Timeline CWB 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: 45,738 shares; 2025Q1: 39,925 shares; 2025Q2: not reported; 2025Q3: 40,249 shares; 2025Q4: 70,276 shares 70,276 $6.27M 0.14% +30,027 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,466 shares; 2025Q2: 129,855 shares; 2025Q3: 129,768 shares; 2025Q4: 131,358 shares 131,358 $6.11M 0.14% +1,590 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: 196,996 shares; 2024Q4: 199,743 shares; 2025Q1: 204,023 shares; 2025Q2: 197,279 shares; 2025Q3: 232,919 shares; 2025Q4: 95,265 shares 95,265 $5.95M 0.13% -137,654 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,397 shares; 2024Q4: 77,557 shares; 2025Q1: 78,577 shares; 2025Q2: 80,175 shares; 2025Q3: 83,598 shares; 2025Q4: 75,296 shares 75,296 $5.93M 0.13% -8,302 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: 1,534,142 shares; 2024Q4: 1,617,559 shares; 2025Q1: 1,919,829 shares; 2025Q2: 2,074,946 shares; 2025Q3: 2,085,460 shares; 2025Q4: 360,463 shares 360,463 $5.79M 0.13% -1,724,997 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: 101,656 shares; 2024Q4: 96,930 shares; 2025Q1: 97,840 shares; 2025Q2: 102,195 shares; 2025Q3: 106,002 shares; 2025Q4: 18,815 shares 18,815 $5.57M 0.12% -87,187 Timeline IGLB 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: 371,022 shares; 2024Q4: 401,324 shares; 2025Q1: 244,998 shares; 2025Q2: 34,298 shares; 2025Q3: 105,155 shares; 2025Q4: 107,967 shares 107,967 $5.45M 0.12% +2,812 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: 1,311 shares; 2024Q4: 1,292 shares; 2025Q1: 1,281 shares; 2025Q2: 1,360 shares; 2025Q3: 1,375 shares; 2025Q4: 12,647 shares 12,647 $5.27M 0.12% +11,272 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,130 shares; 2024Q4: 7,688 shares; 2025Q1: 6,576 shares; 2025Q2: 6,453 shares; 2025Q3: 7,059 shares; 2025Q4: 52,438 shares 52,438 $5.23M 0.12% +45,379 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: 44,559 shares; 2024Q4: 62,050 shares; 2025Q1: 60,468 shares; 2025Q2: 62,098 shares; 2025Q3: 62,579 shares; 2025Q4: 16,265 shares 16,265 $5.18M 0.11% -46,314 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 6,827 shares; 2025Q3: 33,426 shares; 2025Q4: 7,683 shares 7,683 $5.18M 0.11% -25,743 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: 95,999 shares; 2024Q4: 119,301 shares; 2025Q1: 29,413 shares; 2025Q2: 30,901 shares; 2025Q3: 20,506 shares; 2025Q4: 15,869 shares 15,869 $5.14M 0.11% -4,637 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,852 shares; 2024Q4: 54,245 shares; 2025Q1: 21,175 shares; 2025Q2: 55,051 shares; 2025Q3: 52,601 shares; 2025Q4: 96,473 shares 96,473 $5.12M 0.11% +43,872 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT 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: 400,024 shares; 2025Q4: 360,000 shares 360,000 $5M 0.11% -40,024 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: 161,007 shares; 2024Q4: 134,433 shares; 2025Q1: 137,724 shares; 2025Q2: 133,850 shares; 2025Q3: 128,917 shares; 2025Q4: 108,757 shares 108,757 $4.95M 0.11% -20,160 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: 99,474 shares; 2024Q4: 115,263 shares; 2025Q1: 287,998 shares; 2025Q2: 566,531 shares; 2025Q3: 590,982 shares; 2025Q4: 13,901 shares 13,901 $4.87M 0.11% -577,081 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,942 shares; 2025Q2: 25,311 shares; 2025Q3: 25,857 shares; 2025Q4: 21,173 shares 21,173 $4.8M 0.11% -4,684 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: 2,726 shares; 2024Q4: 2,266 shares; 2025Q1: 3,924 shares; 2025Q2: 3,848 shares; 2025Q3: 23,017 shares; 2025Q4: 21,091 shares 21,091 $4.63M 0.1% -1,926 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,362 shares; 2024Q4: 134,667 shares; 2025Q1: 146,882 shares; 2025Q2: 91,910 shares; 2025Q3: 91,259 shares; 2025Q4: 61,194 shares 61,194 $4.51M 0.1% -30,065 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: 221,054 shares; 2024Q4: 1,340,134 shares; 2025Q1: 1,507,906 shares; 2025Q2: 1,303,880 shares; 2025Q3: 367,253 shares; 2025Q4: 41,902 shares 41,902 $4.41M 0.1% -325,351 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 17,117 shares; 2025Q1: 19,412 shares; 2025Q2: 21,723 shares; 2025Q3: 23,102 shares; 2025Q4: 64,222 shares 64,222 $4.39M 0.1% +41,120 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: 868,053 shares; 2024Q4: 1,105,549 shares; 2025Q1: 1,497,132 shares; 2025Q2: 1,478,889 shares; 2025Q3: 1,491,417 shares; 2025Q4: 26,931 shares 26,931 $4.36M 0.1% -1,464,486 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: 151,592 shares; 2024Q4: 154,837 shares; 2025Q1: 182,836 shares; 2025Q2: 827,352 shares; 2025Q3: 857,288 shares; 2025Q4: 30,331 shares 30,331 $4.35M 0.1% -826,957 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 9,303 shares; 2025Q1: 30,264 shares; 2025Q2: 8,584 shares; 2025Q3: 45,009 shares; 2025Q4: 47,585 shares 47,585 $4.23M 0.09% +2,576 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: 100,970 shares; 2024Q4: 103,968 shares; 2025Q1: 102,913 shares; 2025Q2: 105,660 shares; 2025Q3: 95,341 shares; 2025Q4: 73,162 shares 73,162 $4.22M 0.09% -22,179 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 21,347 shares; 2025Q1: 18,266 shares; 2025Q2: 19,244 shares; 2025Q3: 81,633 shares; 2025Q4: 61,232 shares 61,232 $4.07M 0.09% -20,401 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 19,970 shares; 2025Q1: 30,233 shares; 2025Q2: 44,594 shares; 2025Q3: 34,581 shares; 2025Q4: 37,494 shares 37,494 $3.93M 0.09% +2,913 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: 31,783 shares; 2024Q4: 28,275 shares; 2025Q1: 15,432 shares; 2025Q2: 31,619 shares; 2025Q3: 20,879 shares; 2025Q4: 48,964 shares 48,964 $3.89M 0.09% +28,085 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: 214,276 shares; 2024Q4: 197,213 shares; 2025Q1: 204,515 shares; 2025Q2: 205,887 shares; 2025Q3: 262,363 shares; 2025Q4: 48,191 shares 48,191 $3.82M 0.08% -214,172 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: 79,283 shares; 2024Q4: 831,898 shares; 2025Q1: 984,189 shares; 2025Q2: 756,968 shares; 2025Q3: 759,786 shares; 2025Q4: 20,692 shares 20,692 $3.8M 0.08% -739,094 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: 21,334 shares; 2024Q4: 22,376 shares; 2025Q1: 23,468 shares; 2025Q2: 50,595 shares; 2025Q3: 53,413 shares; 2025Q4: 32,357 shares 32,357 $3.79M 0.08% -21,056 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: 1,139,131 shares; 2024Q4: 1,182,785 shares; 2025Q1: 1,261,941 shares; 2025Q2: 1,257,286 shares; 2025Q3: 1,249,428 shares; 2025Q4: 34,559 shares 34,559 $3.78M 0.08% -1,214,869 Timeline ISHG 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: 53,183 shares; 2025Q3: 51,025 shares; 2025Q4: 49,622 shares 49,622 $3.73M 0.08% -1,403 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 3,898 shares; 2025Q1: 14,216 shares; 2025Q2: 18,321 shares; 2025Q3: 22,949 shares; 2025Q4: 21,133 shares 21,133 $3.72M 0.08% -1,816 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,537 shares; 2025Q1: 19,770 shares; 2025Q2: 19,774 shares; 2025Q3: 17,839 shares; 2025Q4: 17,673 shares 17,673 $3.69M 0.08% -166 Timeline REM 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: 163,402 shares 163,402 $3.62M 0.08% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,207 shares; 2024Q4: 226,731 shares; 2025Q1: 225,795 shares; 2025Q2: 178,869 shares; 2025Q3: 186,710 shares; 2025Q4: 24,945 shares 24,945 $3.57M 0.08% -161,765 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,292 shares; 2024Q4: 19,668 shares; 2025Q1: 25,096 shares; 2025Q2: 69,228 shares; 2025Q3: 64,473 shares; 2025Q4: 28,181 shares 28,181 $3.55M 0.08% -36,292 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: 23,244 shares; 2024Q4: 26,308 shares; 2025Q1: 23,133 shares; 2025Q2: 44,942 shares; 2025Q3: 44,059 shares; 2025Q4: 11,388 shares 11,388 $3.46M 0.08% -32,671 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,450 shares; 2025Q4: 64,008 shares 64,008 $3.41M 0.08% +2,558 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: 27,591 shares; 2024Q4: 27,973 shares; 2025Q1: 31,907 shares; 2025Q2: 37,246 shares; 2025Q3: 40,303 shares; 2025Q4: 11,481 shares 11,481 $3.4M 0.08% -28,822 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: 155,761 shares; 2024Q4: 172,542 shares; 2025Q1: 146,506 shares; 2025Q2: 176,805 shares; 2025Q3: 179,827 shares; 2025Q4: 5,397 shares 5,397 $3.39M 0.07% -174,430 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: 43,232 shares; 2024Q4: 47,747 shares; 2025Q1: 17,566 shares; 2025Q2: 16,059 shares; 2025Q3: 19,626 shares; 2025Q4: 12,263 shares 12,263 $3.38M 0.07% -7,363 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: 64,503 shares; 2024Q4: 64,541 shares; 2025Q1: 62,023 shares; 2025Q2: 55,686 shares; 2025Q3: 60,176 shares; 2025Q4: 20,493 shares 20,493 $3.33M 0.07% -39,683 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: 8,781 shares; 2024Q4: 8,805 shares; 2025Q1: 8,971 shares; 2025Q2: 8,729 shares; 2025Q3: 43,713 shares; 2025Q4: 39,740 shares 39,740 $3.33M 0.07% -3,973 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,355 shares; 2024Q4: 116,455 shares; 2025Q1: 119,872 shares; 2025Q2: 120,929 shares; 2025Q3: 153,437 shares; 2025Q4: 12,049 shares 12,049 $3.32M 0.07% -141,388 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,803 shares; 2024Q4: 1,067,688 shares; 2025Q1: 1,174,713 shares; 2025Q2: 1,249,049 shares; 2025Q3: 1,296,857 shares; 2025Q4: 22,881 shares 22,881 $3.31M 0.07% -1,273,976 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,428 shares; 2024Q4: 31,420 shares; 2025Q1: 31,349 shares; 2025Q2: 33,552 shares; 2025Q3: 35,459 shares; 2025Q4: 32,922 shares 32,922 $3.3M 0.07% -2,537 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,588 shares; 2025Q1: 2,673 shares; 2025Q2: 2,703 shares; 2025Q3: 2,716 shares; 2025Q4: 12,803 shares 12,803 $3.28M 0.07% +10,087 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: 21,690 shares; 2024Q4: 21,361 shares; 2025Q1: 21,026 shares; 2025Q2: 40,207 shares; 2025Q3: 42,608 shares; 2025Q4: 3,784 shares 3,784 $3.26M 0.07% -38,824 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,643 shares; 2024Q4: 38,162 shares; 2025Q1: 41,082 shares; 2025Q2: 41,295 shares; 2025Q3: 43,151 shares; 2025Q4: 42,765 shares 42,765 $3.26M 0.07% -386 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,759 shares; 2024Q4: 50,056 shares; 2025Q1: 49,238 shares; 2025Q2: 44,288 shares; 2025Q3: 34,499 shares; 2025Q4: 23,868 shares 23,868 $3.25M 0.07% -10,631 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: 48,681 shares; 2024Q4: 26,813 shares; 2025Q1: 46,049 shares; 2025Q2: 62,856 shares; 2025Q3: 47,602 shares; 2025Q4: 123,145 shares 123,145 $3.22M 0.07% +75,543 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: 20,617 shares; 2025Q2: 6,497 shares; 2025Q3: 35,055 shares; 2025Q4: 32,412 shares 32,412 $3.2M 0.07% -2,643 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154,755 shares; 2024Q4: 1,265,586 shares; 2025Q1: 1,207,724 shares; 2025Q2: 1,172,633 shares; 2025Q3: 1,179,050 shares; 2025Q4: 19,317 shares 19,317 $3.1M 0.07% -1,159,733 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: 15,062 shares; 2024Q4: 12,097 shares; 2025Q1: 11,994 shares; 2025Q2: 14,061 shares; 2025Q3: 14,703 shares; 2025Q4: 10,672 shares 10,672 $3.03M 0.07% -4,031 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: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,623 shares; 2025Q2: 6,449 shares; 2025Q3: 5,495 shares; 2025Q4: 19,300 shares 19,300 $3.03M 0.07% +13,805 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,945 shares; 2024Q4: 149,387 shares; 2025Q1: 141,913 shares; 2025Q2: 142,129 shares; 2025Q3: 136,931 shares; 2025Q4: 113,844 shares 113,844 $3M 0.07% -23,087 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,947 shares; 2024Q4: 626,862 shares; 2025Q1: 350,141 shares; 2025Q2: 129,546 shares; 2025Q3: 135,377 shares; 2025Q4: 142,122 shares 142,122 $2.98M 0.07% +6,745 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: not reported; 2024Q4: 5,676 shares; 2025Q1: 20,597 shares; 2025Q2: 23,293 shares; 2025Q3: 31,576 shares; 2025Q4: 21,703 shares 21,703 $2.95M 0.07% -9,873 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: 832,861 shares; 2024Q4: 901,632 shares; 2025Q1: 902,865 shares; 2025Q2: 877,260 shares; 2025Q3: 886,410 shares; 2025Q4: 8,660 shares 8,660 $2.9M 0.06% -877,750 Timeline FNDF 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: 13,253 shares; 2025Q2: 29,956 shares; 2025Q3: 68,859 shares; 2025Q4: 63,117 shares 63,117 $2.85M 0.06% -5,742 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,528 shares; 2024Q4: 102,375 shares; 2025Q1: 82,019 shares; 2025Q2: 196,919 shares; 2025Q3: 191,235 shares; 2025Q4: 26,391 shares 26,391 $2.83M 0.06% -164,844 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,891 shares; 2025Q1: 2,970 shares; 2025Q2: 3,282 shares; 2025Q3: 57,293 shares; 2025Q4: 15,335 shares 15,335 $2.82M 0.06% -41,958 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: 645,086 shares; 2024Q4: 643,942 shares; 2025Q1: 635,881 shares; 2025Q2: 629,660 shares; 2025Q3: 623,541 shares; 2025Q4: 5,874 shares 5,874 $2.78M 0.06% -617,667 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,626 shares; 2024Q4: 205,419 shares; 2025Q1: 199,806 shares; 2025Q2: 231,584 shares; 2025Q3: 237,989 shares; 2025Q4: 25,720 shares 25,720 $2.7M 0.06% -212,269 Timeline IBMP 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: 43,591 shares; 2025Q2: 69,859 shares; 2025Q3: 105,078 shares; 2025Q4: 105,520 shares 105,520 $2.68M 0.06% +442 Timeline IBMO 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: 43,124 shares; 2025Q2: 69,052 shares; 2025Q3: 104,008 shares; 2025Q4: 104,430 shares 104,430 $2.68M 0.06% +422 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,728 shares; 2024Q4: 98,175 shares; 2025Q1: 58,810 shares; 2025Q2: 174,604 shares; 2025Q3: 58,370 shares; 2025Q4: 53,623 shares 53,623 $2.64M 0.06% -4,747 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,443 shares; 2024Q4: 59,238 shares; 2025Q1: 51,166 shares; 2025Q2: 63,849 shares; 2025Q3: 66,356 shares; 2025Q4: 16,983 shares 16,983 $2.63M 0.06% -49,373 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: 250,254 shares; 2024Q4: 1,056,301 shares; 2025Q1: 1,030,029 shares; 2025Q2: 1,014,771 shares; 2025Q3: 1,073,559 shares; 2025Q4: 20,951 shares 20,951 $2.62M 0.06% -1,052,608 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: 556,237 shares; 2024Q4: 622,569 shares; 2025Q1: 587,576 shares; 2025Q2: 621,803 shares; 2025Q3: 645,928 shares; 2025Q4: 33,727 shares 33,727 $2.6M 0.06% -612,201 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: not reported; 2024Q4: 1,312 shares; 2025Q1: 1,407 shares; 2025Q2: 1,589 shares; 2025Q3: 12,791 shares; 2025Q4: 10,169 shares 10,169 $2.58M 0.06% -2,622 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: 178,827 shares; 2024Q4: 190,186 shares; 2025Q1: 196,490 shares; 2025Q2: 213,234 shares; 2025Q3: 136,044 shares; 2025Q4: 20,448 shares 20,448 $2.57M 0.06% -115,596 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: 21,454 shares; 2024Q4: 20,894 shares; 2025Q1: 26,612 shares; 2025Q2: 25,669 shares; 2025Q3: 30,877 shares; 2025Q4: 11,699 shares 11,699 $2.54M 0.06% -19,178 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: 40,233 shares; 2024Q4: 383,905 shares; 2025Q1: 34,928 shares; 2025Q2: 9,379 shares; 2025Q3: 2,341 shares; 2025Q4: 18,321 shares 18,321 $2.53M 0.06% +15,980 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,596 shares; 2025Q1: 5,254 shares; 2025Q2: 15,112 shares; 2025Q3: 17,848 shares; 2025Q4: 15,489 shares 15,489 $2.49M 0.06% -2,359 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,108 shares; 2024Q4: 53,350 shares; 2025Q1: 54,845 shares; 2025Q2: 69,822 shares; 2025Q3: 76,484 shares; 2025Q4: 6,167 shares 6,167 $2.44M 0.05% -70,317 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,315 shares; 2025Q1: 30,385 shares; 2025Q2: 30,382 shares; 2025Q3: 28,762 shares; 2025Q4: 23,660 shares 23,660 $2.44M 0.05% -5,102 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,981 shares; 2025Q2: 97,391 shares; 2025Q3: 45,115 shares; 2025Q4: 43,922 shares 43,922 $2.32M 0.05% -1,193 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 7,225 shares; 2025Q1: 6,185 shares; 2025Q2: 10,177 shares; 2025Q3: 72,767 shares; 2025Q4: 5,758 shares 5,758 $2.31M 0.05% -67,009 Timeline ATI ATI INC More: the full row for ATI 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: 28,979 shares; 2025Q4: 19,952 shares 19,952 $2.29M 0.05% -9,027 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,608 shares; 2025Q1: 2,441 shares; 2025Q2: 2,290 shares; 2025Q3: 11,760 shares; 2025Q4: 9,461 shares 9,461 $2.28M 0.05% -2,299 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,815 shares; 2025Q4: 38,285 shares 38,285 $2.28M 0.05% -10,530 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: 155,721 shares; 2024Q4: 149,574 shares; 2025Q1: 159,637 shares; 2025Q2: 157,114 shares; 2025Q3: 85,634 shares; 2025Q4: 32,681 shares 32,681 $2.27M 0.05% -52,953 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 49 shares; 2025Q3: 53 shares; 2025Q4: 3 shares 3 $2.26M 0.05% -50 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: 10,935 shares; 2024Q4: 10,800 shares; 2025Q1: 10,630 shares; 2025Q2: 10,348 shares; 2025Q3: 10,706 shares; 2025Q4: 6,931 shares 6,931 $2.24M 0.05% -3,775 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,041 shares; 2024Q4: 69,991 shares; 2025Q1: 68,370 shares; 2025Q2: 48,977 shares; 2025Q3: 49,054 shares; 2025Q4: 21,131 shares 21,131 $2.23M 0.05% -27,923 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 15,803 shares; 2025Q1: 53,185 shares; 2025Q2: 20,213 shares; 2025Q3: 21,734 shares; 2025Q4: 4,347 shares 4,347 $2.22M 0.05% -17,387 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: 93,793 shares; 2024Q4: 94,860 shares; 2025Q1: 93,174 shares; 2025Q2: 111,378 shares; 2025Q3: 114,217 shares; 2025Q4: 6,452 shares 6,452 $2.22M 0.05% -107,765 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,340 shares; 2024Q4: 26,420 shares; 2025Q1: 27,889 shares; 2025Q2: 85,848 shares; 2025Q3: 81,773 shares; 2025Q4: 49,233 shares 49,233 $2.19M 0.05% -32,540 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: 581,416 shares; 2024Q4: 572,618 shares; 2025Q1: 581,067 shares; 2025Q2: 869,187 shares; 2025Q3: 892,589 shares; 2025Q4: 17,760 shares 17,760 $2.19M 0.05% -874,829 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: 88,310 shares; 2024Q4: 82,872 shares; 2025Q1: 82,153 shares; 2025Q2: 85,924 shares; 2025Q3: 86,591 shares; 2025Q4: 32,604 shares 32,604 $2.19M 0.05% -53,987 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 4,983 shares; 2025Q1: 5,118 shares; 2025Q2: 18,854 shares; 2025Q3: 20,981 shares; 2025Q4: 7,680 shares 7,680 $2.18M 0.05% -13,301 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: 113,044 shares; 2024Q4: 55,505 shares; 2025Q1: 54,855 shares; 2025Q2: 71,939 shares; 2025Q3: 68,999 shares; 2025Q4: 3,779 shares 3,779 $2.16M 0.05% -65,220 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: 58,175 shares; 2024Q4: 61,689 shares; 2025Q1: 60,545 shares; 2025Q2: 101,679 shares; 2025Q3: 102,237 shares; 2025Q4: 6,775 shares 6,775 $2.11M 0.05% -95,462 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: 91,451 shares; 2024Q4: 87,829 shares; 2025Q1: 79,571 shares; 2025Q2: 79,680 shares; 2025Q3: 68,108 shares; 2025Q4: 13,200 shares 13,200 $2.11M 0.05% -54,908 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: 48,301 shares; 2024Q4: 56,075 shares; 2025Q1: 75,537 shares; 2025Q2: 91,248 shares; 2025Q3: 143,914 shares; 2025Q4: 40,982 shares 40,982 $2.08M 0.05% -102,932 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 4,460 shares; 2025Q1: 4,520 shares; 2025Q2: not reported; 2025Q3: 19,647 shares; 2025Q4: 16,528 shares 16,528 $2.07M 0.05% -3,119 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,419 shares; 2024Q4: 374,221 shares; 2025Q1: 312,543 shares; 2025Q2: 263,004 shares; 2025Q3: 256,945 shares; 2025Q4: 189,494 shares 189,494 $2.07M 0.05% -67,451 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,598 shares; 2025Q1: 2,741 shares; 2025Q2: 2,962 shares; 2025Q3: not reported; 2025Q4: 20,527 shares 20,527 $2.05M 0.05% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,282 shares; 2025Q1: 75,682 shares; 2025Q2: 63,467 shares; 2025Q3: 62,625 shares; 2025Q4: 52,231 shares 52,231 $2.05M 0.05% -10,394 Timeline OGE OGE ENERGY CORP More: the full row for OGE 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: not reported; 2025Q3: not reported; 2025Q4: 47,913 shares 47,913 $2.05M 0.05% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,674 shares; 2025Q1: 12,299 shares; 2025Q2: 14,392 shares; 2025Q3: 13,628 shares; 2025Q4: 12,368 shares 12,368 $1.99M 0.04% -1,260 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,806 shares 24,806 $1.99M 0.04% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,727 shares; 2025Q4: 7,711 shares 7,711 $1.98M 0.04% -1,016 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,016 shares 22,016 $1.91M 0.04% new 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: 68,358 shares; 2024Q4: 73,186 shares; 2025Q1: 93,218 shares; 2025Q2: 181,212 shares; 2025Q3: 196,294 shares; 2025Q4: 8,356 shares 8,356 $1.91M 0.04% -187,938 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,012 shares; 2024Q4: 84,215 shares; 2025Q1: 81,944 shares; 2025Q2: 78,006 shares; 2025Q3: 72,622 shares; 2025Q4: 63,521 shares 63,521 $1.9M 0.04% -9,101 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 105,101 shares; 2025Q2: 105,092 shares; 2025Q3: 92,020 shares; 2025Q4: 92,020 shares 92,020 $1.87M 0.04% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,527 shares; 2024Q4: 454,268 shares; 2025Q1: 420,449 shares; 2025Q2: 438,618 shares; 2025Q3: 387,864 shares; 2025Q4: 9,600 shares 9,600 $1.84M 0.04% -378,264 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,477 shares; 2025Q1: 4,322 shares; 2025Q2: 33,273 shares; 2025Q3: 31,059 shares; 2025Q4: 23,513 shares 23,513 $1.82M 0.04% -7,546 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: 611,173 shares; 2024Q4: 538,221 shares; 2025Q1: 495,413 shares; 2025Q2: 487,859 shares; 2025Q3: 529,673 shares; 2025Q4: 48,558 shares 48,558 $1.79M 0.04% -481,115 Timeline SCHB 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: 55,205 shares; 2024Q4: 311,447 shares; 2025Q1: 308,543 shares; 2025Q2: 1,217,202 shares; 2025Q3: 1,414,828 shares; 2025Q4: 68,062 shares 68,062 $1.79M 0.04% -1,346,766 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: 71,815 shares; 2024Q4: 73,722 shares; 2025Q1: 73,730 shares; 2025Q2: 119,533 shares; 2025Q3: 45,662 shares; 2025Q4: 21,764 shares 21,764 $1.79M 0.04% -23,898 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP 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: 30,431 shares; 2025Q2: 30,431 shares; 2025Q3: 30,291 shares; 2025Q4: 28,491 shares 28,491 $1.75M 0.04% -1,800 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 6,025 shares; 2025Q1: 95,880 shares; 2025Q2: 20,326 shares; 2025Q3: 19,975 shares; 2025Q4: 10,809 shares 10,809 $1.74M 0.04% -9,166 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 30,232 shares; 2025Q1: 28,204 shares; 2025Q2: 23,673 shares; 2025Q3: 22,686 shares; 2025Q4: 4,448 shares 4,448 $1.73M 0.04% -18,238 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: 15,689 shares; 2024Q4: 32,736 shares; 2025Q1: 35,229 shares; 2025Q2: 18,222 shares; 2025Q3: 15,510 shares; 2025Q4: 3,288 shares 3,288 $1.72M 0.04% -12,222 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,776 shares; 2024Q4: 8,578 shares; 2025Q1: 7,625 shares; 2025Q2: 9,051 shares; 2025Q3: 10,088 shares; 2025Q4: 10,053 shares 10,053 $1.71M 0.04% -35 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: 409,415 shares; 2024Q4: 416,762 shares; 2025Q1: 560,157 shares; 2025Q2: 545,665 shares; 2025Q3: 545,911 shares; 2025Q4: 15,343 shares 15,343 $1.71M 0.04% -530,568 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 24,543 shares; 2025Q1: 69,709 shares; 2025Q2: 94,137 shares; 2025Q3: 92,180 shares; 2025Q4: 49,509 shares 49,509 $1.71M 0.04% -42,671 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,072 shares; 2024Q4: 78,466 shares; 2025Q1: 76,834 shares; 2025Q2: 95,253 shares; 2025Q3: 100,221 shares; 2025Q4: 24,861 shares 24,861 $1.67M 0.04% -75,360 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: 4,738 shares; 2025Q2: 23,796 shares; 2025Q3: 25,369 shares; 2025Q4: 21,180 shares 21,180 $1.67M 0.04% -4,189 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: 4,593 shares; 2024Q4: 4,487 shares; 2025Q1: 4,567 shares; 2025Q2: 13,863 shares; 2025Q3: 14,518 shares; 2025Q4: 1,366 shares 1,366 $1.66M 0.04% -13,152 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,870 shares; 2025Q3: 2,079 shares; 2025Q4: 1,947 shares 1,947 $1.64M 0.04% -132 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,771 shares; 2024Q4: 47,029 shares; 2025Q1: 39,831 shares; 2025Q2: 45,009 shares; 2025Q3: 48,052 shares; 2025Q4: 35,354 shares 35,354 $1.64M 0.04% -12,698 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: 135,291 shares; 2024Q4: 139,272 shares; 2025Q1: 133,737 shares; 2025Q2: 205,176 shares; 2025Q3: 213,883 shares; 2025Q4: 10,623 shares 10,623 $1.63M 0.04% -203,260 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,128 shares; 2025Q1: 22,976 shares; 2025Q2: 25,092 shares; 2025Q3: 26,508 shares; 2025Q4: 16,765 shares 16,765 $1.63M 0.04% -9,743 Timeline OEF 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: 375,620 shares; 2024Q4: 377,171 shares; 2025Q1: 373,284 shares; 2025Q2: 361,217 shares; 2025Q3: 354,424 shares; 2025Q4: 4,684 shares 4,684 $1.61M 0.04% -349,740 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: not reported; 2024Q4: not reported; 2025Q1: 6,632 shares; 2025Q2: 6,648 shares; 2025Q3: 6,642 shares; 2025Q4: 6,322 shares 6,322 $1.6M 0.04% -320 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: 37,912 shares; 2024Q4: 44,909 shares; 2025Q1: 46,620 shares; 2025Q2: 49,772 shares; 2025Q3: 50,262 shares; 2025Q4: 3,262 shares 3,262 $1.58M 0.03% -47,000 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 25 shares; 2025Q1: 239 shares; 2025Q2: 648 shares; 2025Q3: 1,058 shares; 2025Q4: 211 shares 211 $1.54M 0.03% -847 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: 3,874 shares; 2024Q4: 3,618 shares; 2025Q1: 1,672 shares; 2025Q2: 1,082 shares; 2025Q3: 945 shares; 2025Q4: 6,785 shares 6,785 $1.53M 0.03% +5,840 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: 14,015 shares; 2024Q4: 9,218 shares; 2025Q1: 20,324 shares; 2025Q2: 28,940 shares; 2025Q3: 15,376 shares; 2025Q4: 20,637 shares 20,637 $1.52M 0.03% +5,261 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,125 shares; 2025Q1: 92,068 shares; 2025Q2: 105,990 shares; 2025Q3: 113,425 shares; 2025Q4: 114,566 shares 114,566 $1.51M 0.03% +1,141 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,155 shares; 2024Q4: 37,048 shares; 2025Q1: 36,394 shares; 2025Q2: 36,168 shares; 2025Q3: 51,062 shares; 2025Q4: 35,642 shares 35,642 $1.51M 0.03% -15,420 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,479 shares; 2024Q4: 249,891 shares; 2025Q1: 240,582 shares; 2025Q2: 209,601 shares; 2025Q3: 204,808 shares; 2025Q4: 6,140 shares 6,140 $1.51M 0.03% -198,668 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: 344,622 shares; 2024Q4: 347,068 shares; 2025Q1: 320,803 shares; 2025Q2: 337,836 shares; 2025Q3: 340,808 shares; 2025Q4: 10,146 shares 10,146 $1.51M 0.03% -330,662 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,887 shares; 2024Q4: 65,840 shares; 2025Q1: not reported; 2025Q2: 102,291 shares; 2025Q3: 127,311 shares; 2025Q4: 55,517 shares 55,517 $1.49M 0.03% -71,794 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,460 shares; 2024Q4: 65,396 shares; 2025Q1: 68,240 shares; 2025Q2: 67,882 shares; 2025Q3: 60,549 shares; 2025Q4: 38,814 shares 38,814 $1.49M 0.03% -21,735 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: 93,333 shares; 2024Q4: 90,619 shares; 2025Q1: 73,139 shares; 2025Q2: 74,343 shares; 2025Q3: 51,582 shares; 2025Q4: 4,868 shares 4,868 $1.49M 0.03% -46,714 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,126 shares; 2024Q4: 193,845 shares; 2025Q1: 176,819 shares; 2025Q2: 182,269 shares; 2025Q3: 199,654 shares; 2025Q4: 113,080 shares 113,080 $1.48M 0.03% -86,574 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: 7,269 shares; 2024Q4: 11,701 shares; 2025Q1: 8,985 shares; 2025Q2: 8,987 shares; 2025Q3: 9,953 shares; 2025Q4: 6,738 shares 6,738 $1.46M 0.03% -3,215 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: 18,747 shares; 2024Q4: 52,666 shares; 2025Q1: 54,162 shares; 2025Q2: 152,066 shares; 2025Q3: 161,147 shares; 2025Q4: 10,469 shares 10,469 $1.44M 0.03% -150,678 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: 154,329 shares; 2024Q4: 154,832 shares; 2025Q1: 150,738 shares; 2025Q2: 124,036 shares; 2025Q3: 128,198 shares; 2025Q4: 5,818 shares 5,818 $1.41M 0.03% -122,380 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS 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: 70,715 shares; 2025Q3: 75,335 shares; 2025Q4: 79,065 shares 79,065 $1.4M 0.03% +3,730 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: 36,558 shares; 2024Q4: 36,228 shares; 2025Q1: 39,321 shares; 2025Q2: 39,709 shares; 2025Q3: 42,887 shares; 2025Q4: 5,433 shares 5,433 $1.4M 0.03% -37,454 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 15,226 shares; 2025Q1: 26,808 shares; 2025Q2: 27,324 shares; 2025Q3: 24,910 shares; 2025Q4: 10,019 shares 10,019 $1.38M 0.03% -14,891 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: 193,957 shares; 2024Q4: 189,407 shares; 2025Q1: 180,704 shares; 2025Q2: 184,834 shares; 2025Q3: 178,035 shares; 2025Q4: 3,613 shares 3,613 $1.35M 0.03% -174,422 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: 68,931 shares; 2024Q4: 407,048 shares; 2025Q1: 403,834 shares; 2025Q2: 401,820 shares; 2025Q3: 436,509 shares; 2025Q4: 6,419 shares 6,419 $1.34M 0.03% -430,090 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 47,167 shares 47,167 $1.33M 0.03% new 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: 301,514 shares; 2024Q4: 302,913 shares; 2025Q1: 327,323 shares; 2025Q2: 316,001 shares; 2025Q3: 358,759 shares; 2025Q4: 3,724 shares 3,724 $1.31M 0.03% -355,035 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: 9,419 shares; 2024Q4: 9,500 shares; 2025Q1: 10,705 shares; 2025Q2: 10,532 shares; 2025Q3: 10,404 shares; 2025Q4: 2,273 shares 2,273 $1.3M 0.03% -8,131 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,039 shares; 2024Q4: 43,257 shares; 2025Q1: 50,099 shares; 2025Q2: 31,175 shares; 2025Q3: 32,679 shares; 2025Q4: 14,985 shares 14,985 $1.28M 0.03% -17,694 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: 56,846 shares; 2024Q4: 59,428 shares; 2025Q1: 67,265 shares; 2025Q2: 73,081 shares; 2025Q3: 58,535 shares; 2025Q4: 9,617 shares 9,617 $1.28M 0.03% -48,918 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: 19,638 shares; 2024Q4: 19,401 shares; 2025Q1: 76,592 shares; 2025Q2: 81,530 shares; 2025Q3: 84,363 shares; 2025Q4: 4,136 shares 4,136 $1.27M 0.03% -80,227 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: 46,576 shares; 2024Q4: 289,861 shares; 2025Q1: 304,909 shares; 2025Q2: 504,226 shares; 2025Q3: 379,781 shares; 2025Q4: 5,517 shares 5,517 $1.26M 0.03% -374,264 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: 7,069 shares; 2024Q4: 13,362 shares; 2025Q1: 12,914 shares; 2025Q2: 14,358 shares; 2025Q3: 16,154 shares; 2025Q4: 6,691 shares 6,691 $1.26M 0.03% -9,463 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,861 shares; 2024Q4: 573,982 shares; 2025Q1: 625,053 shares; 2025Q2: 610,966 shares; 2025Q3: 648,662 shares; 2025Q4: 12,754 shares 12,754 $1.22M 0.03% -635,908 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,755 shares; 2025Q1: 81,601 shares; 2025Q2: 96,918 shares; 2025Q3: 47,991 shares; 2025Q4: 41,736 shares 41,736 $1.22M 0.03% -6,255 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: 821 shares; 2024Q4: 1,081 shares; 2025Q1: 2,875 shares; 2025Q2: 3,045 shares; 2025Q3: 3,130 shares; 2025Q4: 2,126 shares 2,126 $1.21M 0.03% -1,004 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: 34,697 shares; 2024Q4: 34,310 shares; 2025Q1: 34,661 shares; 2025Q2: 41,953 shares; 2025Q3: 72,287 shares; 2025Q4: 33,137 shares 33,137 $1.2M 0.03% -39,150 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,982 shares; 2025Q4: 7,300 shares 7,300 $1.18M 0.03% +318 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: 16,573 shares; 2025Q2: 16,719 shares; 2025Q3: 15,717 shares; 2025Q4: 12,789 shares 12,789 $1.18M 0.03% -2,928 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,833 shares; 2024Q4: 24,317 shares; 2025Q1: 23,915 shares; 2025Q2: 23,705 shares; 2025Q3: 27,255 shares; 2025Q4: 16,704 shares 16,704 $1.17M 0.03% -10,551 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,494 shares; 2025Q3: 7,494 shares; 2025Q4: 7,519 shares 7,519 $1.16M 0.03% +25 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 30,607 shares; 2025Q4: 31,513 shares 31,513 $1.15M 0.03% +906 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: 569,243 shares; 2024Q4: 587,830 shares; 2025Q1: 420,531 shares; 2025Q2: 687,179 shares; 2025Q3: 678,261 shares; 2025Q4: 45,975 shares 45,975 $1.14M 0.03% -632,286 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,538 shares; 2025Q1: 2,543 shares; 2025Q2: 2,673 shares; 2025Q3: 2,607 shares; 2025Q4: 1,481 shares 1,481 $1.14M 0.03% -1,126 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: 93,668 shares; 2024Q4: 94,379 shares; 2025Q1: 93,911 shares; 2025Q2: 94,507 shares; 2025Q3: 97,189 shares; 2025Q4: 3,447 shares 3,447 $1.13M 0.02% -93,742 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 497,477 shares; 2025Q1: 488,468 shares; 2025Q2: 440,539 shares; 2025Q3: 445,096 shares; 2025Q4: 4,352 shares 4,352 $1.13M 0.02% -440,744 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: 40,223 shares; 2024Q4: 44,012 shares; 2025Q1: 44,337 shares; 2025Q2: 44,881 shares; 2025Q3: 8,100 shares; 2025Q4: 3,591 shares 3,591 $1.11M 0.02% -4,509 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: 45,019 shares; 2024Q4: 228,216 shares; 2025Q1: 205,035 shares; 2025Q2: 175,755 shares; 2025Q3: 158,100 shares; 2025Q4: 2,387 shares 2,387 $1.11M 0.02% -155,713 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,816 shares; 2024Q4: 8,959 shares; 2025Q1: 8,787 shares; 2025Q2: 8,688 shares; 2025Q3: 7,037 shares; 2025Q4: 6,777 shares 6,777 $1.11M 0.02% -260 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: 3,256 shares; 2024Q4: 3,237 shares; 2025Q1: 4,102 shares; 2025Q2: 64,374 shares; 2025Q3: 70,308 shares; 2025Q4: 12,044 shares 12,044 $1.1M 0.02% -58,264 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: 7,451 shares; 2024Q4: 8,058 shares; 2025Q1: 7,847 shares; 2025Q2: 14,727 shares; 2025Q3: 16,388 shares; 2025Q4: 1,937 shares 1,937 $1.1M 0.02% -14,451 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001,358 shares; 2024Q4: 1,598,419 shares; 2025Q1: 1,623,293 shares; 2025Q2: 1,634,955 shares; 2025Q3: 1,660,090 shares; 2025Q4: 5,393 shares 5,393 $1.1M 0.02% -1,654,697 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,912 shares; 2024Q4: 60,213 shares; 2025Q1: 47,307 shares; 2025Q2: 54,156 shares; 2025Q3: 56,685 shares; 2025Q4: 57,065 shares 57,065 $1.08M 0.02% +380 Timeline TQQQ 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: not reported; 2024Q4: 5,533 shares; 2025Q1: 5,691 shares; 2025Q2: 11,774 shares; 2025Q3: 12,260 shares; 2025Q4: 20,488 shares 20,488 $1.08M 0.02% +8,228 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,941 shares; 2024Q4: 8,366 shares; 2025Q1: 6,557 shares; 2025Q2: 5,580 shares; 2025Q3: 5,038 shares; 2025Q4: 6,905 shares 6,905 $1.08M 0.02% +1,867 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,536 shares; 2024Q4: 917,707 shares; 2025Q1: 798,874 shares; 2025Q2: 814,673 shares; 2025Q3: 775,348 shares; 2025Q4: 12,042 shares 12,042 $1.08M 0.02% -763,306 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: 6,894 shares; 2024Q4: 7,406 shares; 2025Q1: 7,031 shares; 2025Q2: 7,671 shares; 2025Q3: 7,648 shares; 2025Q4: 3,377 shares 3,377 $1.06M 0.02% -4,271 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,852 shares; 2025Q3: 155,892 shares; 2025Q4: 7,334 shares 7,334 $1.05M 0.02% -148,558 Timeline IYY 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: 16,193 shares; 2024Q4: 14,795 shares; 2025Q1: 14,795 shares; 2025Q2: 14,795 shares; 2025Q3: 14,186 shares; 2025Q4: 6,327 shares 6,327 $1.05M 0.02% -7,859 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: 23,568 shares; 2025Q2: 32,337 shares; 2025Q3: 31,648 shares; 2025Q4: 29,048 shares 29,048 $1.03M 0.02% -2,600 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS 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: 36,823 shares; 2025Q2: 36,798 shares; 2025Q3: 32,536 shares; 2025Q4: 32,498 shares 32,498 $1.02M 0.02% -38 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,265 shares; 2025Q1: 2,431 shares; 2025Q2: 2,302 shares; 2025Q3: 14,889 shares; 2025Q4: 6,032 shares 6,032 $1.02M 0.02% -8,857 Timeline FXI 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: 7,601 shares; 2024Q4: 7,248 shares; 2025Q1: 8,095 shares; 2025Q2: 10,436 shares; 2025Q3: 26,736 shares; 2025Q4: 26,466 shares 26,466 $1.01M 0.02% -270 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,036 shares; 2024Q4: 5,936 shares; 2025Q1: 5,785 shares; 2025Q2: 6,791 shares; 2025Q3: not reported; 2025Q4: 8,847 shares 8,847 $1M 0.02% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 7,069 shares; 2025Q1: 6,426 shares; 2025Q2: 6,231 shares; 2025Q3: 99,164 shares; 2025Q4: 3,124 shares 3,124 $999K 0.02% -96,040 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: 42,515 shares; 2024Q4: 42,393 shares; 2025Q1: 42,457 shares; 2025Q2: 85,014 shares; 2025Q3: 88,581 shares; 2025Q4: 1,952 shares 1,952 $997K 0.02% -86,629 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: 100,664 shares; 2024Q4: 789,119 shares; 2025Q1: 840,177 shares; 2025Q2: 920,535 shares; 2025Q3: 927,062 shares; 2025Q4: 6,324 shares 6,324 $975K 0.02% -920,738 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,875 shares; 2024Q4: 25,666 shares; 2025Q1: 26,552 shares; 2025Q2: 27,390 shares; 2025Q3: 23,084 shares; 2025Q4: 3,243 shares 3,243 $952K 0.02% -19,841 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,322 shares; 2024Q4: 32,489 shares; 2025Q1: 28,124 shares; 2025Q2: 26,399 shares; 2025Q3: 25,197 shares; 2025Q4: 25,197 shares 25,197 $948K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,124 shares; 2024Q4: 56,592 shares; 2025Q1: 59,067 shares; 2025Q2: 69,172 shares; 2025Q3: 73,649 shares; 2025Q4: 4,073 shares 4,073 $942K 0.02% -69,576 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 7,414 shares; 2025Q1: 7,465 shares; 2025Q2: 7,892 shares; 2025Q3: 7,863 shares; 2025Q4: 6,909 shares 6,909 $934K 0.02% -954 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,498 shares; 2024Q4: 21,356 shares; 2025Q1: 19,124 shares; 2025Q2: 18,087 shares; 2025Q3: 18,056 shares; 2025Q4: 17,850 shares 17,850 $934K 0.02% -206 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,919 shares; 2024Q4: 23,172 shares; 2025Q1: 23,039 shares; 2025Q2: 22,228 shares; 2025Q3: 22,016 shares; 2025Q4: 10,689 shares 10,689 $931K 0.02% -11,327 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149,911 shares; 2025Q4: 70,000 shares 70,000 $930K 0.02% -79,911 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,844 shares; 2024Q4: 147,576 shares; 2025Q1: 177,905 shares; 2025Q2: 59,614 shares; 2025Q3: 11,913 shares; 2025Q4: 2,403 shares 2,403 $921K 0.02% -9,510 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,789 shares; 2025Q2: 104,077 shares; 2025Q3: 106,855 shares; 2025Q4: 16,012 shares 16,012 $910K 0.02% -90,843 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: 3,905 shares; 2024Q4: 9,678 shares; 2025Q1: 6,899 shares; 2025Q2: 6,473 shares; 2025Q3: 8,051 shares; 2025Q4: 1,889 shares 1,889 $886K 0.02% -6,162 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: 59,776 shares; 2024Q4: 76,001 shares; 2025Q1: 102,654 shares; 2025Q2: 121,851 shares; 2025Q3: 139,211 shares; 2025Q4: 9,258 shares 9,258 $867K 0.02% -129,953 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,116 shares; 2024Q4: 86,018 shares; 2025Q1: 81,144 shares; 2025Q2: 72,768 shares; 2025Q3: 77,667 shares; 2025Q4: 4,579 shares 4,579 $850K 0.02% -73,088 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: 104,917 shares; 2024Q4: 1,148,495 shares; 2025Q1: 696,704 shares; 2025Q2: 133,838 shares; 2025Q3: 55,452 shares; 2025Q4: 10,071 shares 10,071 $848K 0.02% -45,381 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,247 shares; 2024Q4: 35,375 shares; 2025Q1: 36,905 shares; 2025Q2: 40,389 shares; 2025Q3: 38,596 shares; 2025Q4: 15,921 shares 15,921 $841K 0.02% -22,675 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: 154,488 shares; 2024Q4: 155,028 shares; 2025Q1: 154,060 shares; 2025Q2: 156,090 shares; 2025Q3: 110,438 shares; 2025Q4: 11,986 shares 11,986 $838K 0.02% -98,452 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 2,046 shares; 2025Q4: 415 shares 415 $838K 0.02% -1,631 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 5,365 shares; 2025Q1: 5,316 shares; 2025Q2: 5,334 shares; 2025Q3: 5,201 shares; 2025Q4: 4,800 shares 4,800 $836K 0.02% -401 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 9,673 shares; 2025Q1: 9,660 shares; 2025Q2: 9,660 shares; 2025Q3: 9,632 shares; 2025Q4: 9,000 shares 9,000 $831K 0.02% -632 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,068 shares; 2024Q4: 17,498 shares; 2025Q1: 67,934 shares; 2025Q2: 76,320 shares; 2025Q3: 78,073 shares; 2025Q4: 29,796 shares 29,796 $820K 0.02% -48,277 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 8,000 shares; 2025Q2: 67,076 shares; 2025Q3: 32,076 shares; 2025Q4: 9,092 shares 9,092 $800K 0.02% -22,984 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: 197,220 shares; 2025Q1: 138,540 shares; 2025Q2: 96,410 shares; 2025Q3: 106,814 shares; 2025Q4: 4,271 shares 4,271 $788K 0.02% -102,543 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: 15,221 shares; 2025Q1: 23,763 shares; 2025Q2: 42,119 shares; 2025Q3: 29,624 shares; 2025Q4: 6,950 shares 6,950 $786K 0.02% -22,674 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,265 shares; 2024Q4: 32,265 shares; 2025Q1: 226,320 shares; 2025Q2: 204,834 shares; 2025Q3: 203,231 shares; 2025Q4: 157,858 shares 157,858 $781K 0.02% -45,373 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: 2,431 shares; 2024Q4: 2,641 shares; 2025Q1: 2,349 shares; 2025Q2: 2,350 shares; 2025Q3: 2,607 shares; 2025Q4: 1,955 shares 1,955 $778K 0.02% -652 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,459 shares; 2025Q1: 2,494 shares; 2025Q2: 2,535 shares; 2025Q3: 2,239 shares; 2025Q4: 1,635 shares 1,635 $743K 0.02% -604 Timeline STEX STREAMEX CORP More: the full row for STREAMEX 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: 237,913 shares 237,913 $721K 0.02% new 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: 613,456 shares; 2024Q4: 591,809 shares; 2025Q1: 592,878 shares; 2025Q2: 714,381 shares; 2025Q3: 717,964 shares; 2025Q4: 3,379 shares 3,379 $717K 0.02% -714,585 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,291 shares; 2024Q4: 309,342 shares; 2025Q1: 262,399 shares; 2025Q2: 280,228 shares; 2025Q3: 101,966 shares; 2025Q4: 43,364 shares 43,364 $715K 0.02% -58,602 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: 114,042 shares; 2024Q4: 115,771 shares; 2025Q1: 108,939 shares; 2025Q2: 114,926 shares; 2025Q3: 161,299 shares; 2025Q4: 19,552 shares 19,552 $709K 0.02% -141,747 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: 29,386 shares; 2024Q4: 28,322 shares; 2025Q1: 32,054 shares; 2025Q2: 34,156 shares; 2025Q3: 36,452 shares; 2025Q4: 4,906 shares 4,906 $706K 0.02% -31,546 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 6,006 shares 6,006 $706K 0.02% +3,650 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,324 shares; 2024Q4: 55,459 shares; 2025Q1: 55,149 shares; 2025Q2: 60,175 shares; 2025Q3: 58,661 shares; 2025Q4: 5,145 shares 5,145 $703K 0.02% -53,516 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: 849 shares; 2025Q1: 768 shares; 2025Q2: 707 shares; 2025Q3: 622 shares; 2025Q4: 415 shares 415 $702K 0.02% -207 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,432 shares; 2024Q4: 50,092 shares; 2025Q1: 41,410 shares; 2025Q2: 54,937 shares; 2025Q3: 44,371 shares; 2025Q4: 16,497 shares 16,497 $701K 0.02% -27,874 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: 85,816 shares; 2024Q4: 88,209 shares; 2025Q1: 97,495 shares; 2025Q2: 86,028 shares; 2025Q3: 88,975 shares; 2025Q4: 3,983 shares 3,983 $699K 0.02% -84,992 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,994 shares; 2024Q4: 1,013,399 shares; 2025Q1: 993,598 shares; 2025Q2: 428,198 shares; 2025Q3: 54,228 shares; 2025Q4: 6,574 shares 6,574 $674K 0.01% -47,654 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,893 shares; 2025Q4: 15,993 shares 15,993 $672K 0.01% +10,100 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: 7,187 shares; 2025Q1: 7,491 shares; 2025Q2: 11,060 shares; 2025Q3: 11,945 shares; 2025Q4: 6,750 shares 6,750 $670K 0.01% -5,195 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,980 shares; 2024Q4: 321,077 shares; 2025Q1: 372,298 shares; 2025Q2: 345,616 shares; 2025Q3: 349,534 shares; 2025Q4: 3,369 shares 3,369 $669K 0.01% -346,165 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,486 shares; 2025Q2: 12,256 shares; 2025Q3: 13,651 shares; 2025Q4: 14,804 shares 14,804 $666K 0.01% +1,153 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: 39,559 shares; 2024Q4: 39,847 shares; 2025Q1: 38,522 shares; 2025Q2: 77,450 shares; 2025Q3: 73,273 shares; 2025Q4: 751 shares 751 $661K 0.01% -72,522 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: 1,066 shares; 2024Q4: 1,227 shares; 2025Q1: 2,727 shares; 2025Q2: 5,695 shares; 2025Q3: 4,269 shares; 2025Q4: 613 shares 613 $656K 0.01% -3,656 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 3,428 shares; 2025Q1: 2,925 shares; 2025Q2: 3,750 shares; 2025Q3: 5,345 shares; 2025Q4: 4,313 shares 4,313 $655K 0.01% -1,032 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,739 shares; 2024Q4: 19,266 shares; 2025Q1: 19,475 shares; 2025Q2: 19,096 shares; 2025Q3: 19,477 shares; 2025Q4: 14,885 shares 14,885 $652K 0.01% -4,592 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: 97,505 shares; 2024Q4: 98,729 shares; 2025Q1: 94,827 shares; 2025Q2: 118,922 shares; 2025Q3: 119,028 shares; 2025Q4: 5,270 shares 5,270 $647K 0.01% -113,758 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: 6,150 shares; 2024Q4: 6,599 shares; 2025Q1: 7,170 shares; 2025Q2: 7,942 shares; 2025Q3: 8,645 shares; 2025Q4: 983 shares 983 $643K 0.01% -7,662 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 6,093 shares; 2025Q1: 6,806 shares; 2025Q2: 8,807 shares; 2025Q3: 10,016 shares; 2025Q4: 10,621 shares 10,621 $637K 0.01% +605 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: 10,920 shares; 2024Q4: 11,711 shares; 2025Q1: 11,576 shares; 2025Q2: 11,732 shares; 2025Q3: 12,022 shares; 2025Q4: 1,318 shares 1,318 $634K 0.01% -10,704 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,201 shares; 2025Q3: 5,757 shares; 2025Q4: 6,264 shares 6,264 $609K 0.01% +507 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: 9,956 shares; 2024Q4: 42,474 shares; 2025Q1: 42,182 shares; 2025Q2: 40,746 shares; 2025Q3: 15,878 shares; 2025Q4: 5,251 shares 5,251 $606K 0.01% -10,627 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,234 shares; 2025Q2: 12,866 shares; 2025Q3: 12,887 shares; 2025Q4: 7,934 shares 7,934 $605K 0.01% -4,953 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 9,242 shares; 2025Q1: 5,598 shares; 2025Q2: 6,196 shares; 2025Q3: 5,696 shares; 2025Q4: 4,108 shares 4,108 $602K 0.01% -1,588 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: 158,438 shares; 2024Q4: 163,956 shares; 2025Q1: 145,080 shares; 2025Q2: 142,204 shares; 2025Q3: 139,773 shares; 2025Q4: 1,224 shares 1,224 $597K 0.01% -138,549 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,107 shares; 2024Q4: 17,594 shares; 2025Q1: 18,872 shares; 2025Q2: 19,389 shares; 2025Q3: 23,936 shares; 2025Q4: 8,829 shares 8,829 $594K 0.01% -15,107 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,066 shares; 2024Q4: 101,328 shares; 2025Q1: 100,684 shares; 2025Q2: 101,932 shares; 2025Q3: 107,870 shares; 2025Q4: 5,263 shares 5,263 $594K 0.01% -102,607 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: 3,691 shares; 2024Q4: 2,775 shares; 2025Q1: 6,929 shares; 2025Q2: 1,290 shares; 2025Q3: 1,316 shares; 2025Q4: 762 shares 762 $588K 0.01% -554 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 13,364 shares; 2025Q2: 13,051 shares; 2025Q3: 13,209 shares; 2025Q4: 11,988 shares 11,988 $577K 0.01% -1,221 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,637 shares; 2025Q1: 6,950 shares; 2025Q2: 18,364 shares; 2025Q3: 18,373 shares; 2025Q4: 11,835 shares 11,835 $566K 0.01% -6,538 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,424 shares; 2024Q4: 37,398 shares; 2025Q1: 32,855 shares; 2025Q2: 33,514 shares; 2025Q3: 32,177 shares; 2025Q4: 700 shares 700 $528K 0.01% -31,477 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 2,621,515 shares; 2025Q1: 3,330,176 shares; 2025Q2: 3,488,781 shares; 2025Q3: 3,489,066 shares; 2025Q4: 9,926 shares 9,926 $523K 0.01% -3,479,140 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,354 shares; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,543 shares; 2025Q4: 2,252 shares 2,252 $516K 0.01% +709 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,457 shares; 2024Q4: 28,230 shares; 2025Q1: 28,874 shares; 2025Q2: 29,927 shares; 2025Q3: 32,767 shares; 2025Q4: 7,706 shares 7,706 $516K 0.01% -25,061 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,064 shares; 2025Q3: 21,674 shares; 2025Q4: 20,881 shares 20,881 $509K 0.01% -793 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,093 shares; 2024Q4: 12,116 shares; 2025Q1: 12,187 shares; 2025Q2: 12,683 shares; 2025Q3: 10,659 shares; 2025Q4: 7,542 shares 7,542 $508K 0.01% -3,117 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 13,925 shares; 2025Q1: 15,031 shares; 2025Q2: 12,468 shares; 2025Q3: 14,422 shares; 2025Q4: 3,617 shares 3,617 $494K 0.01% -10,805 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 16,830 shares; 2025Q1: 16,210 shares; 2025Q2: 17,057 shares; 2025Q3: 18,619 shares; 2025Q4: 15,227 shares 15,227 $488K 0.01% -3,392 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,615 shares; 2025Q1: 9,464 shares; 2025Q2: 7,953 shares; 2025Q3: 7,385 shares; 2025Q4: 5,017 shares 5,017 $485K 0.01% -2,368 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: 672,812 shares; 2024Q4: 681,649 shares; 2025Q1: 575,484 shares; 2025Q2: 668,502 shares; 2025Q3: 628,271 shares; 2025Q4: 5,943 shares 5,943 $482K 0.01% -622,328 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: 17,831 shares; 2024Q4: 17,828 shares; 2025Q1: 17,797 shares; 2025Q2: 17,368 shares; 2025Q3: 19,643 shares; 2025Q4: 795 shares 795 $480K 0.01% -18,848 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,447 shares; 2025Q1: 4,959 shares; 2025Q2: 6,328 shares; 2025Q3: 6,859 shares; 2025Q4: 7,533 shares 7,533 $479K 0.01% +674 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,708 shares; 2024Q4: 599,631 shares; 2025Q1: 62,464 shares; 2025Q2: 15,294 shares; 2025Q3: 14,467 shares; 2025Q4: 5,514 shares 5,514 $476K 0.01% -8,953 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,817 shares; 2024Q4: 8,239 shares; 2025Q1: 16,728 shares; 2025Q2: 14,820 shares; 2025Q3: not reported; 2025Q4: 8,779 shares 8,779 $473K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,554 shares; 2024Q4: 714,250 shares; 2025Q1: 686,312 shares; 2025Q2: 833,225 shares; 2025Q3: 1,396,866 shares; 2025Q4: 6,969 shares 6,969 $468K 0.01% -1,389,897 Timeline OKTA OKTA INC More: the full row for OKTA 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: 6,564 shares; 2025Q3: 8,305 shares; 2025Q4: 5,410 shares 5,410 $468K 0.01% -2,895 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,364 shares; 2024Q4: 13,336 shares; 2025Q1: 14,243 shares; 2025Q2: 12,791 shares; 2025Q3: 6,024 shares; 2025Q4: 2,375 shares 2,375 $460K 0.01% -3,649 Timeline ICSH 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: 7,790 shares; 2024Q4: 7,790 shares; 2025Q1: 7,790 shares; 2025Q2: 7,790 shares; 2025Q3: 7,790 shares; 2025Q4: 8,885 shares 8,885 $449K 0.01% +1,095 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 8,377 shares; 2025Q1: 9,304 shares; 2025Q2: 9,979 shares; 2025Q3: 9,637 shares; 2025Q4: 4,423 shares 4,423 $446K 0.01% -5,214 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,202 shares; 2025Q1: 4,348 shares; 2025Q2: 4,401 shares; 2025Q3: 3,201 shares; 2025Q4: 4,025 shares 4,025 $443K 0.01% +824 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,953 shares; 2024Q4: 18,216 shares; 2025Q1: 16,254 shares; 2025Q2: 22,290 shares; 2025Q3: 23,657 shares; 2025Q4: 7,567 shares 7,567 $443K 0.01% -16,090 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,217 shares; 2024Q4: 11,359 shares; 2025Q1: 11,540 shares; 2025Q2: 11,825 shares; 2025Q3: 14,255 shares; 2025Q4: 3,436 shares 3,436 $443K 0.01% -10,819 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: 3,347 shares; 2025Q1: 3,306 shares; 2025Q2: 3,497 shares; 2025Q3: 4,069 shares; 2025Q4: 2,215 shares 2,215 $440K 0.01% -1,854 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: 14,149 shares; 2024Q4: 37,532 shares; 2025Q1: 39,261 shares; 2025Q2: 43,151 shares; 2025Q3: 43,747 shares; 2025Q4: 2,902 shares 2,902 $439K 0.01% -40,845 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,211 shares; 2024Q4: 163,082 shares; 2025Q1: 133,995 shares; 2025Q2: 174,633 shares; 2025Q3: 98,763 shares; 2025Q4: 13,431 shares 13,431 $431K 0.01% -85,332 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: 106,289 shares; 2024Q4: 109,919 shares; 2025Q1: 108,030 shares; 2025Q2: 111,765 shares; 2025Q3: 79,022 shares; 2025Q4: 4,403 shares 4,403 $423K 0.01% -74,619 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,897 shares; 2025Q3: 8,110 shares; 2025Q4: 6,425 shares 6,425 $417K 0.01% -1,685 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: 17,096 shares; 2024Q4: 36,601 shares; 2025Q1: 36,486 shares; 2025Q2: 34,442 shares; 2025Q3: 34,324 shares; 2025Q4: 5,875 shares 5,875 $408K 0.01% -28,449 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 909 shares 909 $405K 0.01% -288 DLN 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: not reported; 2024Q4: 8,394 shares; 2025Q1: 8,428 shares; 2025Q2: 9,397 shares; 2025Q3: 18,827 shares; 2025Q4: 4,573 shares 4,573 $403K 0.01% -14,254 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 11,956 shares; 2025Q2: 18,662 shares; 2025Q3: 16,774 shares; 2025Q4: 421 shares 421 $393K 0.01% -16,353 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 17,170 shares; 2025Q1: 24,209 shares; 2025Q2: 31,488 shares; 2025Q3: 34,869 shares; 2025Q4: 7,889 shares 7,889 $392K 0.01% -26,980 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 35,025 shares; 2025Q4: 100,000 shares 100,000 $384K 0.01% +64,975 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,897 shares; 2024Q4: 34,272 shares; 2025Q1: 33,077 shares; 2025Q2: 33,327 shares; 2025Q3: 32,668 shares; 2025Q4: 4,378 shares 4,378 $383K 0.01% -28,290 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: 527,145 shares; 2024Q4: 1,002,937 shares; 2025Q1: 971,018 shares; 2025Q2: 877,588 shares; 2025Q3: 737,139 shares; 2025Q4: 1,582 shares 1,582 $382K 0.01% -735,557 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: 1,133,747 shares; 2024Q4: 1,158,332 shares; 2025Q1: 1,080,313 shares; 2025Q2: 1,114,581 shares; 2025Q3: 1,106,265 shares; 2025Q4: 1,983 shares 1,983 $379K 0.01% -1,104,282 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,831 shares; 2025Q1: not reported; 2025Q2: 15,345 shares; 2025Q3: 17,085 shares; 2025Q4: 6,864 shares 6,864 $372K 0.01% -10,221 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: 8,226 shares; 2024Q4: 7,670 shares; 2025Q1: 8,169 shares; 2025Q2: 7,664 shares; 2025Q3: 9,650 shares; 2025Q4: 5,488 shares 5,488 $369K 0.01% -4,162 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,765 shares; 2024Q4: 57,218 shares; 2025Q1: 60,386 shares; 2025Q2: 61,227 shares; 2025Q3: 50,338 shares; 2025Q4: 990 shares 990 $365K 0.01% -49,348 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,570 shares; 2024Q4: 642,030 shares; 2025Q1: 68,527 shares; 2025Q2: 61,306 shares; 2025Q3: 62,190 shares; 2025Q4: 10,510 shares 10,510 $365K 0.01% -51,680 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: 10,509 shares; 2024Q4: 9,597 shares; 2025Q1: 9,642 shares; 2025Q2: 9,571 shares; 2025Q3: 9,821 shares; 2025Q4: 8,565 shares 8,565 $363K 0.01% -1,256 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,111 shares; 2025Q1: 2,024 shares; 2025Q2: 1,513 shares; 2025Q3: 1,600 shares; 2025Q4: 1,615 shares 1,615 $361K 0.01% +15 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,338 shares; 2025Q1: 3,642 shares; 2025Q2: 3,339 shares; 2025Q3: 2,719 shares; 2025Q4: 2,629 shares 2,629 $344K 0.01% -90 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816,044 shares; 2024Q4: 1,925,662 shares; 2025Q1: 1,967,079 shares; 2025Q2: 2,063,162 shares; 2025Q3: 2,134,598 shares; 2025Q4: 5,444 shares 5,444 $340K 0.01% -2,129,154 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: 211,258 shares; 2024Q4: 385,896 shares; 2025Q1: 294,413 shares; 2025Q2: 261,000 shares; 2025Q3: 284,370 shares; 2025Q4: 4,157 shares 4,157 $334K 0.01% -280,213 Timeline SCHD 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: 17,326 shares; 2024Q4: 57,787 shares; 2025Q1: 50,115 shares; 2025Q2: 131,585 shares; 2025Q3: 142,414 shares; 2025Q4: 12,128 shares 12,128 $333K 0.01% -130,286 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 12,609 shares; 2025Q1: 96,425 shares; 2025Q2: 62,050 shares; 2025Q3: 60,354 shares; 2025Q4: 2,083 shares 2,083 $332K 0.01% -58,271 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 10,201 shares; 2025Q1: 33,930 shares; 2025Q2: 34,357 shares; 2025Q3: 33,458 shares; 2025Q4: 5,100 shares 5,100 $328K 0.01% -28,358 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,183 shares; 2025Q2: 6,116 shares; 2025Q3: 4,267 shares; 2025Q4: 2,751 shares 2,751 $327K 0.01% -1,516 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,416 shares; 2024Q4: 26,785 shares; 2025Q1: 25,480 shares; 2025Q2: 25,251 shares; 2025Q3: 25,762 shares; 2025Q4: 41,301 shares 41,301 $321K 0.01% +15,539 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: 138,932 shares; 2024Q4: 133,244 shares; 2025Q1: 137,231 shares; 2025Q2: 119,171 shares; 2025Q3: 113,977 shares; 2025Q4: 5,715 shares 5,715 $308K 0.01% -108,262 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: 57,553 shares; 2024Q4: 59,993 shares; 2025Q1: 60,287 shares; 2025Q2: 79,418 shares; 2025Q3: 75,084 shares; 2025Q4: 1,386 shares 1,386 $305K 0.01% -73,698 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: 8,866 shares; 2025Q1: 20,751 shares; 2025Q2: 20,951 shares; 2025Q3: 21,058 shares; 2025Q4: 284 shares 284 $304K 0.01% -20,774 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: 311,640 shares; 2024Q4: 294,018 shares; 2025Q1: 343,541 shares; 2025Q2: 325,464 shares; 2025Q3: 360,903 shares; 2025Q4: 3,296 shares 3,296 $301K 0.01% -357,607 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: not reported; 2024Q4: 6,493 shares; 2025Q1: 10,359 shares; 2025Q2: 8,688 shares; 2025Q3: 5,935 shares; 2025Q4: 3,394 shares 3,394 $288K 0.01% -2,541 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: 95,405 shares; 2024Q4: 99,153 shares; 2025Q1: 102,115 shares; 2025Q2: 98,220 shares; 2025Q3: 87,473 shares; 2025Q4: 3,307 shares 3,307 $288K 0.01% -84,166 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 13,751 shares; 2025Q1: 7,453 shares; 2025Q2: 5,772 shares; 2025Q3: 20,278 shares; 2025Q4: 7,532 shares 7,532 $286K 0.01% -12,746 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: 26,755 shares; 2024Q4: 18,488 shares; 2025Q1: 18,320 shares; 2025Q2: 19,496 shares; 2025Q3: 36,343 shares; 2025Q4: 3,047 shares 3,047 $280K 0.01% -33,296 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,632 shares; 2025Q4: 2,559 shares 2,559 $278K 0.01% -1,073 Timeline IMTM 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: 5,765 shares; 2025Q2: 5,765 shares; 2025Q3: 5,765 shares; 2025Q4: 5,765 shares 5,765 $277K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,889 shares; 2025Q1: 6,432 shares; 2025Q2: 6,598 shares; 2025Q3: 5,988 shares; 2025Q4: 3,480 shares 3,480 $276K 0.01% -2,508 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 13,970 shares; 2025Q1: 15,578 shares; 2025Q2: 654,650 shares; 2025Q3: 664,230 shares; 2025Q4: 4,276 shares 4,276 $275K 0.01% -659,954 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,090 shares; 2025Q1: 4,960 shares; 2025Q2: 4,981 shares; 2025Q3: 5,352 shares; 2025Q4: 927 shares 927 $267K 0.01% -4,425 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 5,825 shares; 2025Q3: 5,835 shares; 2025Q4: 2,300 shares 2,300 $262K 0.01% -3,535 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 4,755 shares; 2025Q4: 3,458 shares 3,458 $260K 0.01% -1,297 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,241 shares; 2024Q4: 257,679 shares; 2025Q1: 260,913 shares; 2025Q2: 254,223 shares; 2025Q3: 246,595 shares; 2025Q4: 7,094 shares 7,094 $259K 0.01% -239,501 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: 721,252 shares; 2024Q4: 740,672 shares; 2025Q1: 781,041 shares; 2025Q2: 832,485 shares; 2025Q3: 877,995 shares; 2025Q4: 8,643 shares 8,643 $258K 0.01% -869,352 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,081 shares; 2024Q4: 431,981 shares; 2025Q1: 438,266 shares; 2025Q2: 461,561 shares; 2025Q3: 468,690 shares; 2025Q4: 12,235 shares 12,235 $248K 0.01% -456,455 Timeline USMV 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: 153,106 shares; 2024Q4: 146,357 shares; 2025Q1: 130,584 shares; 2025Q2: 123,914 shares; 2025Q3: 116,107 shares; 2025Q4: 2,592 shares 2,592 $244K 0.01% -113,515 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,899 shares 2,899 $242K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,945 shares; 2025Q1: 4,796 shares; 2025Q2: 4,881 shares; 2025Q3: 4,638 shares; 2025Q4: 532 shares 532 $237K 0.01% -4,106 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,857 shares; 2024Q4: 140,705 shares; 2025Q1: 165,521 shares; 2025Q2: 130,830 shares; 2025Q3: 13,364 shares; 2025Q4: 10,014 shares 10,014 $234K 0.01% -3,350 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: 59,349 shares; 2024Q4: 60,414 shares; 2025Q1: 60,043 shares; 2025Q2: 59,738 shares; 2025Q3: 56,310 shares; 2025Q4: 910 shares 910 $225K <0.01% -55,400 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 3,618 shares; 2025Q1: 3,769 shares; 2025Q2: 3,881 shares; 2025Q3: 8,982 shares; 2025Q4: 1,896 shares 1,896 $225K <0.01% -7,086 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 39,267 shares; 2025Q1: 46,558 shares; 2025Q2: 50,666 shares; 2025Q3: 58,597 shares; 2025Q4: 1,219 shares 1,219 $222K <0.01% -57,378 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: 333,441 shares; 2024Q4: 391,239 shares; 2025Q1: 382,367 shares; 2025Q2: 367,733 shares; 2025Q3: 361,053 shares; 2025Q4: 7,980 shares 7,980 $219K <0.01% -353,073 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,641 shares; 2025Q1: 2,177 shares; 2025Q2: 248,187 shares; 2025Q3: 268,224 shares; 2025Q4: 1,086 shares 1,086 $217K <0.01% -267,138 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: 132,464 shares; 2024Q4: 5,003 shares; 2025Q1: 29,596 shares; 2025Q2: 28,988 shares; 2025Q3: 28,396 shares; 2025Q4: 1,042 shares 1,042 $213K <0.01% -27,354 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,204 shares; 2024Q4: 19,370 shares; 2025Q1: 21,668 shares; 2025Q2: 23,884 shares; 2025Q3: 31,071 shares; 2025Q4: 3,315 shares 3,315 $210K <0.01% -27,756 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,992 shares; 2025Q1: 10,137 shares; 2025Q2: 11,844 shares; 2025Q3: 13,030 shares; 2025Q4: 2,257 shares 2,257 $209K <0.01% -10,773 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 10,692 shares; 2025Q1: not reported; 2025Q2: 14,625 shares; 2025Q3: 14,435 shares; 2025Q4: 12,626 shares 12,626 $207K <0.01% -1,809 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,981 shares; 2025Q2: 2,933 shares; 2025Q3: 2,940 shares; 2025Q4: 2,675 shares 2,675 $207K <0.01% -265 Timeline MTUM 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: 1,045 shares; 2025Q1: 1,384 shares; 2025Q2: 1,619 shares; 2025Q3: 2,416 shares; 2025Q4: 823 shares 823 $206K <0.01% -1,593 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 5,369 shares; 2025Q1: 5,514 shares; 2025Q2: 5,147 shares; 2025Q3: 5,419 shares; 2025Q4: 2,400 shares 2,400 $203K <0.01% -3,019 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: 37,200 shares; 2024Q4: 34,540 shares; 2025Q1: 33,927 shares; 2025Q2: 48,077 shares; 2025Q3: 58,403 shares; 2025Q4: 1,563 shares 1,563 $202K <0.01% -56,840 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: 94,875 shares; 2024Q4: 108,653 shares; 2025Q1: 113,373 shares; 2025Q2: 90,566 shares; 2025Q3: 74,358 shares; 2025Q4: 3,153 shares 3,153 $201K <0.01% -71,205 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,101 shares; 2025Q1: 18,954 shares; 2025Q2: 20,294 shares; 2025Q3: 20,428 shares; 2025Q4: 16,100 shares 16,100 $145K <0.01% -4,328 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $127K <0.01% 0 Timeline NPWR NET POWER INC More: the full row for NET POWER 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: 23,000 shares; 2025Q3: 38,500 shares; 2025Q4: 26,380 shares 26,380 $60.1K <0.01% -12,120 Timeline