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: 855,530 shares; 2024Q4: 858,021 shares; 2025Q1: 789,599 shares; 2025Q2: 543,482 shares; 2025Q3: 571,089 shares; 2025Q4: 581,253 shares 581,253 $46.6M 5.7% +10,164 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: 197,106 shares; 2024Q4: 185,721 shares; 2025Q1: 177,153 shares; 2025Q2: 168,584 shares; 2025Q3: 160,309 shares; 2025Q4: 149,370 shares 149,370 $40.6M 4.96% -10,939 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: 406,612 shares; 2024Q4: 418,187 shares; 2025Q1: 409,279 shares; 2025Q2: 419,652 shares; 2025Q3: 514,722 shares; 2025Q4: 530,580 shares 530,580 $32.3M 3.94% +15,858 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: 51,111 shares; 2024Q4: 52,907 shares; 2025Q1: 74,003 shares; 2025Q2: 86,524 shares; 2025Q3: 95,997 shares; 2025Q4: 133,456 shares 133,456 $28.3M 3.46% +37,459 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: 235,506 shares; 2024Q4: 237,794 shares; 2025Q1: 237,552 shares; 2025Q2: 212,095 shares; 2025Q3: 210,597 shares; 2025Q4: 216,660 shares 216,660 $26.7M 3.26% +6,063 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: 120,349 shares; 2024Q4: 174,298 shares; 2025Q1: 144,024 shares; 2025Q2: 193,615 shares; 2025Q3: 215,907 shares; 2025Q4: 240,913 shares 240,913 $25.8M 3.15% +25,006 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: 35,215 shares; 2024Q4: 38,379 shares; 2025Q1: 35,763 shares; 2025Q2: 36,822 shares; 2025Q3: 36,790 shares; 2025Q4: 36,302 shares 36,302 $24.9M 3.04% -488 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,601 shares; 2024Q4: 541,897 shares; 2025Q1: 549,496 shares; 2025Q2: 502,680 shares; 2025Q3: 489,429 shares; 2025Q4: 478,993 shares 478,993 $24.1M 2.94% -10,436 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,574 shares; 2024Q4: 299,615 shares; 2025Q1: 250,799 shares; 2025Q2: 353,003 shares; 2025Q3: 296,807 shares; 2025Q4: 287,528 shares 287,528 $20.5M 2.51% -9,279 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: 103,956 shares; 2025Q2: 150,305 shares; 2025Q3: 326,813 shares; 2025Q4: 343,632 shares 343,632 $20.4M 2.49% +16,819 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: 129,487 shares; 2024Q4: 132,830 shares; 2025Q1: 146,729 shares; 2025Q2: 152,203 shares; 2025Q3: 140,188 shares; 2025Q4: 94,908 shares 94,908 $18.9M 2.3% -45,280 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,999 shares; 2024Q4: 800,443 shares; 2025Q1: 826,880 shares; 2025Q2: 743,795 shares; 2025Q3: 805,324 shares; 2025Q4: 797,267 shares 797,267 $18.6M 2.28% -8,057 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: 43,694 shares; 2024Q4: 44,907 shares; 2025Q1: 54,031 shares; 2025Q2: 51,612 shares; 2025Q3: 51,668 shares; 2025Q4: 51,394 shares 51,394 $17.6M 2.15% -274 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: 63,708 shares; 2024Q4: 64,988 shares; 2025Q1: 134,749 shares; 2025Q2: 244,406 shares; 2025Q3: 248,512 shares; 2025Q4: 261,714 shares 261,714 $17.6M 2.15% +13,202 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: 34,239 shares; 2024Q4: 36,737 shares; 2025Q1: 35,001 shares; 2025Q2: 34,546 shares; 2025Q3: 34,332 shares; 2025Q4: 33,529 shares 33,529 $16.1M 1.97% -803 Timeline IUSB 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: 606,266 shares; 2024Q4: 493,312 shares; 2025Q1: 477,643 shares; 2025Q2: 382,480 shares; 2025Q3: 307,242 shares; 2025Q4: 343,351 shares 343,351 $16M 1.95% +36,109 Timeline ESGU 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: 117,558 shares; 2024Q4: 116,965 shares; 2025Q1: 108,410 shares; 2025Q2: 106,387 shares; 2025Q3: 115,139 shares; 2025Q4: 105,998 shares 105,998 $15.8M 1.93% -9,141 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 151,776 shares; 2025Q2: 306,163 shares; 2025Q3: 340,457 shares; 2025Q4: 339,822 shares 339,822 $15.7M 1.92% -635 Timeline THRO 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: 57,306 shares; 2025Q2: 280,600 shares; 2025Q3: 300,862 shares; 2025Q4: 317,434 shares 317,434 $12.2M 1.5% +16,572 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: 107,498 shares; 2024Q4: 115,587 shares; 2025Q1: 101,735 shares; 2025Q2: 105,334 shares; 2025Q3: 114,406 shares; 2025Q4: 122,705 shares 122,705 $11.7M 1.43% +8,299 Timeline IVLU 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: 281,466 shares; 2024Q4: 309,657 shares; 2025Q1: 300,634 shares; 2025Q2: 310,429 shares; 2025Q3: 303,362 shares; 2025Q4: 298,331 shares 298,331 $11.4M 1.39% -5,031 Timeline LCTU 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: 169,427 shares; 2024Q4: 161,251 shares; 2025Q1: 150,957 shares; 2025Q2: 150,586 shares; 2025Q3: 150,046 shares; 2025Q4: 141,954 shares 141,954 $10.5M 1.29% -8,092 Timeline BAI 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: not reported; 2025Q2: 115,742 shares; 2025Q3: 281,611 shares; 2025Q4: 311,303 shares 311,303 $10.4M 1.27% +29,692 Timeline SPMO 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: not reported; 2024Q4: 52,567 shares; 2025Q1: 50,163 shares; 2025Q2: 50,958 shares; 2025Q3: 52,232 shares; 2025Q4: 82,801 shares 82,801 $9.88M 1.21% +30,569 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: 119,547 shares; 2024Q4: 127,516 shares; 2025Q1: 130,773 shares; 2025Q2: 141,667 shares; 2025Q3: 158,593 shares; 2025Q4: 171,215 shares 171,215 $9.04M 1.1% +12,622 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: 83,507 shares; 2024Q4: 83,423 shares; 2025Q1: 82,851 shares; 2025Q2: 77,759 shares; 2025Q3: 44,770 shares; 2025Q4: 44,826 shares 44,826 $8.95M 1.09% +56 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: 35,880 shares; 2024Q4: 35,994 shares; 2025Q1: 33,496 shares; 2025Q2: 30,034 shares; 2025Q3: 31,985 shares; 2025Q4: 26,452 shares 26,452 $8.3M 1.01% -5,533 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,269 shares; 2025Q4: 103,468 shares 103,468 $7.97M 0.97% +51,199 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,816 shares; 2025Q1: 79,094 shares; 2025Q2: 58,099 shares; 2025Q3: 92,623 shares; 2025Q4: 90,566 shares 90,566 $7.73M 0.94% -2,057 Timeline SUSL 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: 81,924 shares; 2024Q4: 82,052 shares; 2025Q1: 70,164 shares; 2025Q2: 64,996 shares; 2025Q3: 63,827 shares; 2025Q4: 63,122 shares 63,122 $7.65M 0.94% -705 Timeline IEV 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: 122,707 shares; 2024Q4: 122,190 shares; 2025Q1: 121,916 shares; 2025Q2: 120,569 shares; 2025Q3: 114,787 shares; 2025Q4: 109,678 shares 109,678 $7.52M 0.92% -5,109 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: 13,423 shares; 2024Q4: 13,392 shares; 2025Q1: 14,870 shares; 2025Q2: 15,453 shares; 2025Q3: 16,104 shares; 2025Q4: 15,340 shares 15,340 $7.42M 0.91% -764 Timeline SUSC 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: 316,452 shares; 2024Q4: 286,487 shares; 2025Q1: 267,362 shares; 2025Q2: 303,743 shares; 2025Q3: 322,880 shares; 2025Q4: 315,145 shares 315,145 $7.37M 0.9% -7,735 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: 44,406 shares; 2024Q4: 43,737 shares; 2025Q1: 45,403 shares; 2025Q2: 50,392 shares; 2025Q3: 69,357 shares; 2025Q4: 71,867 shares 71,867 $7.31M 0.89% +2,510 Timeline IAGG 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: 122,629 shares; 2025Q3: 140,079 shares; 2025Q4: 143,726 shares 143,726 $7.19M 0.88% +3,647 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,538 shares; 2024Q4: 231,865 shares; 2025Q1: 107,904 shares; 2025Q2: 103,434 shares; 2025Q3: 41,782 shares; 2025Q4: 52,629 shares 52,629 $6M 0.73% +10,847 Timeline EAGG 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: 111,269 shares; 2024Q4: 106,628 shares; 2025Q1: 119,650 shares; 2025Q2: 121,764 shares; 2025Q3: 125,820 shares; 2025Q4: 119,525 shares 119,525 $5.72M 0.7% -6,295 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: 7,275 shares; 2024Q4: 7,428 shares; 2025Q1: 6,684 shares; 2025Q2: 6,663 shares; 2025Q3: 8,392 shares; 2025Q4: 8,454 shares 8,454 $5.58M 0.68% +62 Timeline DSI 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: 51,032 shares; 2024Q4: 47,117 shares; 2025Q1: 43,722 shares; 2025Q2: 42,976 shares; 2025Q3: 42,620 shares; 2025Q4: 40,147 shares 40,147 $5.17M 0.63% -2,473 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: 21,192 shares; 2024Q4: 21,632 shares; 2025Q1: 21,181 shares; 2025Q2: 16,960 shares; 2025Q3: 18,730 shares; 2025Q4: 14,573 shares 14,573 $4.56M 0.56% -4,157 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: 14,974 shares; 2024Q4: 14,937 shares; 2025Q1: 16,092 shares; 2025Q2: 17,950 shares; 2025Q3: 17,925 shares; 2025Q4: 19,153 shares 19,153 $4.42M 0.54% +1,228 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: 18,099 shares; 2024Q4: 17,494 shares; 2025Q1: 17,784 shares; 2025Q2: 17,949 shares; 2025Q3: 15,279 shares; 2025Q4: 14,379 shares 14,379 $4.37M 0.53% -900 Timeline SHLD 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: 60,426 shares; 2025Q4: 67,403 shares 67,403 $4.37M 0.53% +6,977 Timeline USXF 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: 112,101 shares; 2024Q4: 120,212 shares; 2025Q1: 120,197 shares; 2025Q2: 95,796 shares; 2025Q3: 78,970 shares; 2025Q4: 74,553 shares 74,553 $4.29M 0.52% -4,417 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: 31,225 shares; 2024Q4: 31,224 shares; 2025Q1: 30,538 shares; 2025Q2: 30,764 shares; 2025Q3: 29,622 shares; 2025Q4: 27,400 shares 27,400 $3.87M 0.47% -2,222 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,008 shares; 2025Q2: 34,101 shares; 2025Q3: 44,364 shares; 2025Q4: 46,284 shares 46,284 $3.76M 0.46% +1,920 Timeline EUSB 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: 132,002 shares; 2024Q4: 103,659 shares; 2025Q1: 95,484 shares; 2025Q2: 104,719 shares; 2025Q3: 85,762 shares; 2025Q4: 81,818 shares 81,818 $3.59M 0.44% -3,944 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: 5,306 shares; 2024Q4: 5,195 shares; 2025Q1: 17,843 shares; 2025Q2: 20,449 shares; 2025Q3: 20,370 shares; 2025Q4: 21,600 shares 21,600 $3.21M 0.39% +1,230 Timeline HIMU 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: 70,238 shares; 2025Q2: 55,620 shares; 2025Q3: 65,531 shares; 2025Q4: 64,058 shares 64,058 $3.12M 0.38% -1,473 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: 7,776 shares; 2024Q4: 7,776 shares; 2025Q1: 7,155 shares; 2025Q2: 7,048 shares; 2025Q3: 7,081 shares; 2025Q4: 6,633 shares 6,633 $2.98M 0.36% -448 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: 59,800 shares; 2024Q4: 74,998 shares; 2025Q1: 18,075 shares; 2025Q2: 7,818 shares; 2025Q3: 7,749 shares; 2025Q4: 33,841 shares 33,841 $2.95M 0.36% +26,092 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: 17,228 shares; 2024Q4: 17,183 shares; 2025Q1: 16,874 shares; 2025Q2: 17,168 shares; 2025Q3: 15,862 shares; 2025Q4: 15,292 shares 15,292 $2.85M 0.35% -570 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,570 shares; 2024Q4: 20,498 shares; 2025Q1: 20,267 shares; 2025Q2: 26,985 shares; 2025Q3: 31,438 shares; 2025Q4: 29,797 shares 29,797 $2.83M 0.35% -1,641 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,909 shares; 2024Q4: 26,692 shares; 2025Q1: 26,759 shares; 2025Q2: 25,887 shares; 2025Q3: 25,595 shares; 2025Q4: 24,133 shares 24,133 $2.81M 0.34% -1,462 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: 33,584 shares; 2024Q4: 32,474 shares; 2025Q1: 37,003 shares; 2025Q2: 34,429 shares; 2025Q3: 35,462 shares; 2025Q4: 28,435 shares 28,435 $2.79M 0.34% -7,027 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: 15,859 shares; 2024Q4: 16,316 shares; 2025Q1: 22,941 shares; 2025Q2: 23,821 shares; 2025Q3: 25,740 shares; 2025Q4: 28,577 shares 28,577 $2.75M 0.34% +2,837 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: 3,572 shares; 2024Q4: 8,894 shares; 2025Q1: 6,461 shares; 2025Q2: 6,797 shares; 2025Q3: 6,655 shares; 2025Q4: 7,153 shares 7,153 $2.67M 0.33% +498 Timeline ESGE 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: 55,241 shares; 2024Q4: 53,474 shares; 2025Q1: 47,088 shares; 2025Q2: 48,720 shares; 2025Q3: 51,928 shares; 2025Q4: 59,467 shares 59,467 $2.63M 0.32% +7,539 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,874 shares; 2024Q4: 24,742 shares; 2025Q1: 25,823 shares; 2025Q2: 26,205 shares; 2025Q3: 26,493 shares; 2025Q4: 23,250 shares 23,250 $2.56M 0.31% -3,243 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: 8,164 shares; 2024Q4: 8,179 shares; 2025Q1: 8,051 shares; 2025Q2: 8,043 shares; 2025Q3: 7,797 shares; 2025Q4: 7,629 shares 7,629 $2.46M 0.3% -168 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: 25,213 shares; 2024Q4: 27,728 shares; 2025Q1: 33,102 shares; 2025Q2: 32,688 shares; 2025Q3: 31,601 shares; 2025Q4: 25,870 shares 25,870 $2.41M 0.29% -5,731 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: 42,426 shares; 2024Q4: 39,147 shares; 2025Q1: 44,698 shares; 2025Q2: 41,561 shares; 2025Q3: 42,658 shares; 2025Q4: 33,459 shares 33,459 $2.3M 0.28% -9,199 Timeline SUSA 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: 17,396 shares; 2024Q4: 17,373 shares; 2025Q1: 17,379 shares; 2025Q2: 17,086 shares; 2025Q3: 17,057 shares; 2025Q4: 16,263 shares 16,263 $2.27M 0.28% -794 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: 331 shares; 2024Q4: 337 shares; 2025Q1: 412 shares; 2025Q2: 418 shares; 2025Q3: 417 shares; 2025Q4: 423 shares 423 $2.27M 0.28% +6 Timeline EMXC 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: 186,281 shares; 2024Q4: 198,409 shares; 2025Q1: 146,036 shares; 2025Q2: 43,335 shares; 2025Q3: 33,031 shares; 2025Q4: 30,517 shares 30,517 $2.22M 0.27% -2,514 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: 3,556 shares; 2024Q4: 14,284 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 10,467 shares 10,467 $2.2M 0.27% +4,193 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,828 shares; 2024Q4: 8,056 shares; 2025Q1: 8,098 shares; 2025Q2: 6,382 shares; 2025Q3: 6,391 shares; 2025Q4: 6,198 shares 6,198 $2.17M 0.27% -193 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,192 shares; 2024Q4: 58,564 shares; 2025Q1: 61,322 shares; 2025Q2: 67,397 shares; 2025Q3: 79,156 shares; 2025Q4: 88,877 shares 88,877 $2.05M 0.25% +9,721 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,968 shares 13,968 $1.97M 0.24% new Timeline EMGF 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: 22,636 shares; 2024Q4: 21,175 shares; 2025Q1: 24,287 shares; 2025Q2: 29,419 shares; 2025Q3: 29,349 shares; 2025Q4: 32,996 shares 32,996 $1.91M 0.23% +3,647 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,033 shares; 2024Q4: 16,857 shares; 2025Q1: 20,828 shares; 2025Q2: 18,176 shares; 2025Q3: 18,091 shares; 2025Q4: 18,114 shares 18,114 $1.9M 0.23% +23 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 12,396 shares; 2025Q1: 11,496 shares; 2025Q2: 10,596 shares; 2025Q3: 9,696 shares; 2025Q4: 8,796 shares 8,796 $1.73M 0.21% -900 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,267 shares; 2025Q1: 13,080 shares; 2025Q2: 14,523 shares; 2025Q3: 13,270 shares; 2025Q4: 13,110 shares 13,110 $1.69M 0.21% -160 Timeline EVUS 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: 32,749 shares; 2025Q4: 52,004 shares 52,004 $1.67M 0.2% +19,255 Timeline SYSB 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: 18,385 shares 18,385 $1.65M 0.2% new 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: 2,246 shares; 2024Q4: 2,414 shares; 2025Q1: 2,343 shares; 2025Q2: 2,019 shares; 2025Q3: 2,014 shares; 2025Q4: 1,972 shares 1,972 $1.62M 0.2% -42 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,794 shares; 2025Q3: 1,801 shares; 2025Q4: 1,846 shares 1,846 $1.49M 0.18% +45 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: 2,894 shares; 2024Q4: 3,003 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 2,985 shares; 2025Q4: 3,822 shares 3,822 $1.47M 0.18% +837 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: not reported; 2024Q4: not reported; 2025Q1: 13,609 shares; 2025Q2: 8,016 shares; 2025Q3: 14,018 shares; 2025Q4: 8,016 shares 8,016 $1.41M 0.17% -6,002 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: not reported; 2024Q4: not reported; 2025Q1: 6,799 shares; 2025Q2: 9,163 shares; 2025Q3: 8,948 shares; 2025Q4: 11,197 shares 11,197 $1.37M 0.17% +2,249 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: 27,071 shares; 2024Q4: 26,588 shares; 2025Q1: 26,180 shares; 2025Q2: 25,015 shares; 2025Q3: 24,629 shares; 2025Q4: 19,527 shares 19,527 $1.35M 0.16% -5,102 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 5,925 shares 5,925 $1.34M 0.16% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,031 shares; 2024Q4: 4,372 shares; 2025Q1: 6,325 shares; 2025Q2: 7,686 shares; 2025Q3: 7,486 shares; 2025Q4: 9,576 shares 9,576 $1.3M 0.16% +2,090 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: not reported; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 962 shares; 2025Q3: 997 shares; 2025Q4: 1,171 shares 1,171 $1.25M 0.15% +174 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 24,495 shares; 2025Q1: 25,387 shares; 2025Q2: 25,291 shares; 2025Q3: 24,887 shares; 2025Q4: 24,709 shares 24,709 $1.24M 0.15% -178 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: 2,933 shares; 2024Q4: 2,252 shares; 2025Q1: 4,626 shares; 2025Q2: 4,623 shares; 2025Q3: 4,636 shares; 2025Q4: 7,371 shares 7,371 $1.16M 0.14% +2,735 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: 11,330 shares; 2024Q4: 10,763 shares; 2025Q1: 9,165 shares; 2025Q2: 7,699 shares; 2025Q3: 6,418 shares; 2025Q4: 5,778 shares 5,778 $1.13M 0.14% -640 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: 844 shares; 2024Q4: 802 shares; 2025Q1: 611 shares; 2025Q2: 624 shares; 2025Q3: 738 shares; 2025Q4: 1,736 shares 1,736 $1.09M 0.13% +998 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest 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: 17,963 shares; 2025Q4: 18,866 shares 18,866 $1.09M 0.13% +903 Timeline DMXF 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: 53,073 shares; 2024Q4: 57,780 shares; 2025Q1: 38,998 shares; 2025Q2: 38,013 shares; 2025Q3: 16,929 shares; 2025Q4: 14,310 shares 14,310 $1.08M 0.13% -2,619 Timeline LCTD 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: 33,848 shares; 2024Q4: 33,602 shares; 2025Q1: 27,606 shares; 2025Q2: 26,701 shares; 2025Q3: 25,196 shares; 2025Q4: 19,402 shares 19,402 $1.06M 0.13% -5,794 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: 648 shares; 2024Q4: 664 shares; 2025Q1: 888 shares; 2025Q2: 13,320 shares; 2025Q3: 11,944 shares; 2025Q4: 11,542 shares 11,542 $1.05M 0.13% -402 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: 897 shares; 2024Q4: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares 3,210 $1M 0.12% new 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: 13,421 shares; 2024Q4: 12,056 shares; 2025Q1: 13,204 shares; 2025Q2: 13,498 shares; 2025Q3: 27,429 shares; 2025Q4: 27,295 shares 27,295 $997K 0.12% -134 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,019 shares 2,019 $985K 0.12% +1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,085 shares; 2025Q1: 1,075 shares; 2025Q2: 1,166 shares; 2025Q3: 1,149 shares; 2025Q4: 10,382 shares 10,382 $973K 0.12% +9,233 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: 24,885 shares; 2024Q4: 28,025 shares; 2025Q1: 32,041 shares; 2025Q2: 34,018 shares; 2025Q3: 35,663 shares; 2025Q4: 16,248 shares 16,248 $949K 0.12% -19,415 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,889 shares; 2025Q2: 1,895 shares; 2025Q3: 1,964 shares; 2025Q4: 1,783 shares 1,783 $932K 0.11% -181 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: 9,908 shares; 2024Q4: 9,716 shares; 2025Q1: 16,768 shares; 2025Q2: 16,812 shares; 2025Q3: 16,866 shares; 2025Q4: 16,866 shares 16,866 $928K 0.11% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,292 shares; 2024Q4: 16,805 shares; 2025Q1: 19,771 shares; 2025Q2: 18,876 shares; 2025Q3: 19,122 shares; 2025Q4: 15,357 shares 15,357 $920K 0.11% -3,765 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 7,042 shares; 2025Q1: 11,910 shares; 2025Q2: 13,115 shares; 2025Q3: 12,611 shares; 2025Q4: 12,480 shares 12,480 $917K 0.11% -131 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 18,639 shares; 2025Q1: 21,603 shares; 2025Q2: 18,257 shares; 2025Q3: 16,979 shares; 2025Q4: 16,617 shares 16,617 $909K 0.11% -362 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: 2,841 shares; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: 2,068 shares; 2025Q3: 2,488 shares; 2025Q4: 3,133 shares 3,133 $894K 0.11% +645 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: 6,585 shares; 2024Q4: 7,354 shares; 2025Q1: 6,456 shares; 2025Q2: 7,716 shares; 2025Q3: 7,636 shares; 2025Q4: 7,543 shares 7,543 $880K 0.11% -93 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 5,072 shares; 2025Q1: 6,377 shares; 2025Q2: 6,824 shares; 2025Q3: 7,033 shares; 2025Q4: 8,484 shares 8,484 $857K 0.1% +1,451 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: 1,250 shares; 2024Q4: 1,280 shares; 2025Q1: 2,342 shares; 2025Q2: 2,350 shares; 2025Q3: 2,348 shares; 2025Q4: 2,248 shares 2,248 $832K 0.1% -100 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: 1,677 shares; 2024Q4: not reported; 2025Q1: 7,169 shares; 2025Q2: 7,057 shares; 2025Q3: 6,578 shares; 2025Q4: 4,522 shares 4,522 $829K 0.1% -2,056 Timeline ITA 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: 3,427 shares; 2025Q4: 3,808 shares 3,808 $818K 0.1% +381 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: not reported; 2024Q4: 3,405 shares; 2025Q1: 10,442 shares; 2025Q2: 11,284 shares; 2025Q3: 11,052 shares; 2025Q4: 10,239 shares 10,239 $808K 0.1% -813 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: 8,642 shares; 2024Q4: 7,868 shares; 2025Q1: 7,005 shares; 2025Q2: 6,013 shares; 2025Q3: 6,989 shares; 2025Q4: 4,889 shares 4,889 $806K 0.1% -2,100 Timeline GVI 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: 7,488 shares; 2025Q2: 7,488 shares; 2025Q3: 7,488 shares; 2025Q4: 7,488 shares 7,488 $804K 0.1% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,384 shares; 2024Q4: 48,631 shares; 2025Q1: 32,218 shares; 2025Q2: 32,976 shares; 2025Q3: 34,459 shares; 2025Q4: 34,326 shares 34,326 $800K 0.1% -133 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: not reported; 2024Q4: not reported; 2025Q1: 10,453 shares; 2025Q2: 11,010 shares; 2025Q3: 10,908 shares; 2025Q4: 8,118 shares 8,118 $780K 0.1% -2,790 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,423 shares; 2024Q4: 26,344 shares; 2025Q1: 26,473 shares; 2025Q2: 26,307 shares; 2025Q3: 25,943 shares; 2025Q4: 19,749 shares 19,749 $773K 0.09% -6,194 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,773 shares; 2025Q2: 7,587 shares; 2025Q3: 7,576 shares; 2025Q4: 7,730 shares 7,730 $772K 0.09% +154 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: 17,178 shares; 2024Q4: 11,873 shares; 2025Q1: 18,304 shares; 2025Q2: 9,008 shares; 2025Q3: 8,781 shares; 2025Q4: 8,999 shares 8,999 $767K 0.09% +218 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,947 shares; 2025Q1: 1,772 shares; 2025Q2: 1,775 shares; 2025Q3: 1,665 shares; 2025Q4: 1,520 shares 1,520 $764K 0.09% -145 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,579 shares; 2025Q1: 12,049 shares; 2025Q2: 15,233 shares; 2025Q3: 14,246 shares; 2025Q4: 12,635 shares 12,635 $763K 0.09% -1,611 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: 11,558 shares; 2024Q4: 7,004 shares; 2025Q1: 8,768 shares; 2025Q2: 9,614 shares; 2025Q3: 9,727 shares; 2025Q4: 9,727 shares 9,727 $749K 0.09% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 4,273 shares 4,273 $736K 0.09% +2,126 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: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares 3,851 $736K 0.09% 0 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: 9,331 shares; 2024Q4: 9,224 shares; 2025Q1: 8,858 shares; 2025Q2: 8,360 shares; 2025Q3: 8,315 shares; 2025Q4: 8,216 shares 8,216 $735K 0.09% -99 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,706 shares; 2025Q1: 1,935 shares; 2025Q2: 2,999 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares 2,982 $723K 0.09% 0 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: 5,606 shares; 2024Q4: 5,985 shares; 2025Q1: 6,708 shares; 2025Q2: 6,294 shares; 2025Q3: 4,404 shares; 2025Q4: 3,473 shares 3,473 $719K 0.09% -931 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 34,475 shares; 2025Q1: 34,400 shares; 2025Q2: 34,322 shares; 2025Q3: 27,835 shares; 2025Q4: 27,842 shares 27,842 $713K 0.09% +7 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: 7,543 shares; 2025Q2: 21,508 shares; 2025Q3: 22,905 shares; 2025Q4: 6,815 shares 6,815 $698K 0.09% -16,090 Timeline IWO 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: 821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,156 shares 2,156 $696K 0.09% new 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: 31,446 shares; 2024Q4: 26,219 shares; 2025Q1: 25,962 shares; 2025Q2: 26,196 shares; 2025Q3: 19,175 shares; 2025Q4: 19,157 shares 19,157 $695K 0.08% -18 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,795 shares; 2024Q4: 22,393 shares; 2025Q1: 30,310 shares; 2025Q2: 39,957 shares; 2025Q3: 39,550 shares; 2025Q4: 31,194 shares 31,194 $695K 0.08% -8,356 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: 858 shares; 2024Q4: 660 shares; 2025Q1: 1,098 shares; 2025Q2: 1,064 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $694K 0.08% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,246 shares; 2025Q2: 8,276 shares; 2025Q3: 7,967 shares; 2025Q4: 10,041 shares 10,041 $684K 0.08% +2,074 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,547 shares; 2025Q1: 8,541 shares; 2025Q2: 8,217 shares; 2025Q3: 7,952 shares; 2025Q4: 8,200 shares 8,200 $684K 0.08% +248 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,250 shares; 2025Q3: 2,166 shares; 2025Q4: 2,154 shares 2,154 $678K 0.08% -12 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 2,462 shares 2,462 $678K 0.08% +647 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 2,376 shares; 2025Q3: 4,892 shares; 2025Q4: 4,896 shares 4,896 $675K 0.08% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,292 shares 2,292 $673K 0.08% new Timeline ILCV 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: 26,743 shares; 2025Q2: 6,599 shares; 2025Q3: 6,729 shares; 2025Q4: 6,948 shares 6,948 $656K 0.08% +219 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,004 shares; 2024Q4: 82,004 shares; 2025Q1: 90,434 shares; 2025Q2: 85,238 shares; 2025Q3: 69,252 shares; 2025Q4: 64,828 shares 64,828 $655K 0.08% -4,424 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: 8,989 shares; 2024Q4: 9,566 shares; 2025Q1: 9,428 shares; 2025Q2: 9,548 shares; 2025Q3: 9,693 shares; 2025Q4: 11,340 shares 11,340 $654K 0.08% +1,647 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 8,598 shares; 2025Q1: 8,072 shares; 2025Q2: 8,826 shares; 2025Q3: 8,408 shares; 2025Q4: 8,330 shares 8,330 $649K 0.08% -78 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,599 shares; 2025Q1: 2,678 shares; 2025Q2: 2,632 shares; 2025Q3: 2,476 shares; 2025Q4: 2,019 shares 2,019 $643K 0.08% -457 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 4,279 shares; 2025Q1: 7,095 shares; 2025Q2: 7,208 shares; 2025Q3: 7,443 shares; 2025Q4: 8,030 shares 8,030 $643K 0.08% +587 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: 3,964 shares; 2024Q4: 3,862 shares; 2025Q1: 4,067 shares; 2025Q2: 3,965 shares; 2025Q3: 4,351 shares; 2025Q4: 3,931 shares 3,931 $631K 0.08% -420 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 85,714 shares; 2025Q4: 85,714 shares 85,714 $627K 0.08% 0 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: 3,430 shares; 2024Q4: 3,130 shares; 2025Q1: 2,830 shares; 2025Q2: 4,436 shares; 2025Q3: 4,136 shares; 2025Q4: 3,836 shares 3,836 $622K 0.08% -300 Timeline TFI 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: 35,196 shares; 2024Q4: 35,192 shares; 2025Q1: 34,603 shares; 2025Q2: 18,178 shares; 2025Q3: 14,238 shares; 2025Q4: 13,358 shares 13,358 $611K 0.07% -880 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,926 shares; 2025Q4: 6,086 shares 6,086 $608K 0.07% +1,160 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,547 shares; 2025Q1: 4,698 shares; 2025Q2: 4,173 shares; 2025Q3: 8,768 shares; 2025Q4: 8,179 shares 8,179 $603K 0.07% -589 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,545 shares; 2025Q3: 3,340 shares; 2025Q4: 3,372 shares 3,372 $599K 0.07% +32 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,272 shares 1,272 $594K 0.07% new 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: 2,394 shares; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 1,394 shares; 2025Q3: 1,369 shares; 2025Q4: 2,308 shares 2,308 $593K 0.07% +939 Timeline NICE NICE LTD More: the full row for NICE 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: 2,019 shares; 2025Q4: 5,073 shares 5,073 $573K 0.07% +3,054 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,022 shares; 2025Q1: 6,731 shares; 2025Q2: 8,005 shares; 2025Q3: 7,713 shares; 2025Q4: 7,736 shares 7,736 $565K 0.07% +23 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 445 shares; 2025Q2: 451 shares; 2025Q3: 450 shares; 2025Q4: 520 shares 520 $559K 0.07% +70 Timeline HEFA 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: 8,247 shares; 2025Q1: 81,321 shares; 2025Q2: 18,041 shares; 2025Q3: 15,225 shares; 2025Q4: 13,380 shares 13,380 $553K 0.07% -1,845 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: 8,157 shares; 2024Q4: 4,961 shares; 2025Q1: 4,961 shares; 2025Q2: 4,935 shares; 2025Q3: 4,963 shares; 2025Q4: 4,964 shares 4,964 $553K 0.07% +1 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: 13,528 shares; 2024Q4: 14,079 shares; 2025Q1: 22,264 shares; 2025Q2: 21,870 shares; 2025Q3: 21,359 shares; 2025Q4: 19,336 shares 19,336 $545K 0.07% -2,023 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: 2,926 shares; 2024Q4: 3,212 shares; 2025Q1: 3,141 shares; 2025Q2: 3,618 shares; 2025Q3: 2,797 shares; 2025Q4: 1,906 shares 1,906 $540K 0.07% -891 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: 3,932 shares; 2024Q4: 3,055 shares; 2025Q1: 3,085 shares; 2025Q2: 3,111 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares 3,013 $535K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 977 shares; 2025Q2: 978 shares; 2025Q3: 1,824 shares; 2025Q4: 1,846 shares 1,846 $533K 0.07% +22 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 7,046 shares; 2025Q1: 7,167 shares; 2025Q2: 7,743 shares; 2025Q3: 7,283 shares; 2025Q4: 6,789 shares 6,789 $532K 0.06% -494 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,416 shares; 2025Q1: 3,419 shares; 2025Q2: 4,700 shares; 2025Q3: 4,611 shares; 2025Q4: 4,529 shares 4,529 $531K 0.06% -82 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: 7,931 shares; 2024Q4: 10,141 shares; 2025Q1: 15,849 shares; 2025Q2: 18,344 shares; 2025Q3: 16,697 shares; 2025Q4: 7,943 shares 7,943 $528K 0.06% -8,754 Timeline ICVT 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: 4,133 shares; 2024Q4: 5,167 shares; 2025Q1: 5,530 shares; 2025Q2: 3,773 shares; 2025Q3: 4,798 shares; 2025Q4: 5,350 shares 5,350 $527K 0.06% +552 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: 12,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,218 shares; 2025Q3: 20,649 shares; 2025Q4: 20,712 shares 20,712 $516K 0.06% +63 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,287 shares; 2025Q2: 4,287 shares; 2025Q3: 4,291 shares; 2025Q4: 4,291 shares 4,291 $514K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,274 shares; 2025Q1: 3,221 shares; 2025Q2: 3,229 shares; 2025Q3: 2,667 shares; 2025Q4: 3,333 shares 3,333 $512K 0.06% +666 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: 4,031 shares; 2024Q4: 5,118 shares; 2025Q1: 4,666 shares; 2025Q2: 5,761 shares; 2025Q3: 5,655 shares; 2025Q4: 5,847 shares 5,847 $509K 0.06% +192 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: 1,724 shares; 2025Q2: 1,738 shares; 2025Q3: 1,781 shares; 2025Q4: 1,768 shares 1,768 $507K 0.06% -13 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,103 shares; 2025Q1: 1,644 shares; 2025Q2: 2,784 shares; 2025Q3: 3,027 shares; 2025Q4: 2,464 shares 2,464 $500K 0.06% -563 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: not reported; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,053 shares; 2025Q4: 1,253 shares 1,253 $497K 0.06% +200 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,593 shares; 2025Q1: 3,807 shares; 2025Q2: 4,091 shares; 2025Q3: 3,985 shares; 2025Q4: 3,973 shares 3,973 $496K 0.06% -12 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: 3,010 shares; 2024Q4: 2,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,664 shares; 2025Q4: 7,395 shares 7,395 $495K 0.06% +1,731 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: 6,270 shares; 2024Q4: 4,829 shares; 2025Q1: 6,152 shares; 2025Q2: 2,876 shares; 2025Q3: 2,583 shares; 2025Q4: 5,761 shares 5,761 $493K 0.06% +3,178 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: 175 shares; 2024Q4: 210 shares; 2025Q1: 239 shares; 2025Q2: 233 shares; 2025Q3: 249 shares; 2025Q4: 240 shares 240 $483K 0.06% -9 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 2,923 shares; 2025Q4: 3,497 shares 3,497 $481K 0.06% +574 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,225 shares; 2025Q1: 1,421 shares; 2025Q2: 1,398 shares; 2025Q3: 1,412 shares; 2025Q4: 1,427 shares 1,427 $478K 0.06% +15 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 825 shares; 2025Q2: 800 shares; 2025Q3: 809 shares; 2025Q4: 788 shares 788 $478K 0.06% -21 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: not reported; 2024Q4: not reported; 2025Q1: 3,398 shares; 2025Q2: 3,998 shares; 2025Q3: 3,570 shares; 2025Q4: 8,871 shares 8,871 $469K 0.06% +5,301 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,627 shares; 2025Q4: 7,934 shares 7,934 $463K 0.06% +1,307 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,858 shares 2,858 $459K 0.06% new Timeline VGLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,362 shares; 2025Q3: 8,280 shares; 2025Q4: 8,207 shares 8,207 $458K 0.06% -73 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,091 shares; 2025Q1: 4,005 shares; 2025Q2: 4,720 shares; 2025Q3: 4,008 shares; 2025Q4: 4,042 shares 4,042 $452K 0.06% +34 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,040 shares; 2025Q4: 6,225 shares 6,225 $449K 0.05% +185 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: 3,327 shares; 2024Q4: 3,225 shares; 2025Q1: 3,405 shares; 2025Q2: 3,332 shares; 2025Q3: 3,347 shares; 2025Q4: 2,931 shares 2,931 $447K 0.05% -416 Timeline SUSB 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: 57,087 shares; 2024Q4: 100,079 shares; 2025Q1: 25,853 shares; 2025Q2: 22,449 shares; 2025Q3: 22,126 shares; 2025Q4: 17,526 shares 17,526 $442K 0.05% -4,600 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 9,913 shares; 2025Q1: 7,708 shares; 2025Q2: 7,566 shares; 2025Q3: 7,566 shares; 2025Q4: 7,566 shares 7,566 $440K 0.05% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,663 shares; 2025Q3: 13,486 shares; 2025Q4: 14,350 shares 14,350 $437K 0.05% +864 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 3,334 shares; 2025Q2: 4,139 shares; 2025Q3: 4,201 shares; 2025Q4: 3,812 shares 3,812 $434K 0.05% -389 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 2,798 shares; 2025Q2: 3,347 shares; 2025Q3: 3,337 shares; 2025Q4: 3,270 shares 3,270 $428K 0.05% -67 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: not reported; 2024Q4: 1,364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,734 shares 1,734 $427K 0.05% 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: 1,373 shares; 2024Q4: 2,378 shares; 2025Q1: 3,438 shares; 2025Q2: 2,775 shares; 2025Q3: 2,141 shares; 2025Q4: 1,868 shares 1,868 $427K 0.05% -273 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 216 shares; 2025Q4: 197 shares 197 $423K 0.05% -19 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,058 shares; 2025Q4: 13,687 shares 13,687 $422K 0.05% +5,629 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares 2,279 $421K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,706 shares; 2025Q1: 4,457 shares; 2025Q2: 1,325 shares; 2025Q3: 1,547 shares; 2025Q4: 1,255 shares 1,255 $414K 0.05% -292 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: 1,846 shares; 2024Q4: 3,176 shares; 2025Q1: 3,834 shares; 2025Q2: 3,718 shares; 2025Q3: 2,910 shares; 2025Q4: 2,070 shares 2,070 $411K 0.05% -840 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,139 shares; 2025Q3: 30,732 shares; 2025Q4: 33,360 shares 33,360 $407K 0.05% +2,628 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,087 shares; 2025Q2: 3,892 shares; 2025Q3: 3,800 shares; 2025Q4: 2,850 shares 2,850 $405K 0.05% -950 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: 1,428 shares; 2024Q4: 1,379 shares; 2025Q1: 1,504 shares; 2025Q2: 1,309 shares; 2025Q3: 1,292 shares; 2025Q4: 1,197 shares 1,197 $404K 0.05% -95 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: 4,997 shares; 2024Q4: 4,366 shares; 2025Q1: 3,221 shares; 2025Q2: 3,243 shares; 2025Q3: 2,434 shares; 2025Q4: 2,453 shares 2,453 $399K 0.05% +19 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: 4,846 shares; 2025Q4: 5,235 shares 5,235 $398K 0.05% +389 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: 5,202 shares; 2024Q4: 5,468 shares; 2025Q1: 8,188 shares; 2025Q2: 6,095 shares; 2025Q3: 3,319 shares; 2025Q4: 3,327 shares 3,327 $386K 0.05% +8 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: 2,238 shares 2,238 $380K 0.05% +3 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,939 shares; 2024Q4: 35,671 shares; 2025Q1: 34,298 shares; 2025Q2: 32,821 shares; 2025Q3: 25,473 shares; 2025Q4: 15,785 shares 15,785 $379K 0.05% -9,688 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,572 shares; 2024Q4: not reported; 2025Q1: 18,106 shares; 2025Q2: 18,544 shares; 2025Q3: 17,973 shares; 2025Q4: 17,845 shares 17,845 $376K 0.05% -128 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS 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: 6,776 shares; 2025Q3: 6,725 shares; 2025Q4: 10,595 shares 10,595 $372K 0.05% +3,870 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,327 shares; 2025Q1: 4,663 shares; 2025Q2: 4,694 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares 4,787 $361K 0.04% 0 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: 5,517 shares; 2024Q4: 3,802 shares; 2025Q1: 4,640 shares; 2025Q2: 2,517 shares; 2025Q3: 1,993 shares; 2025Q4: 2,081 shares 2,081 $356K 0.04% +88 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: 943 shares; 2024Q4: 915 shares; 2025Q1: 1,223 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $356K 0.04% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,318 shares; 2025Q1: 4,822 shares; 2025Q2: 4,521 shares; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares 4,322 $353K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 5,928 shares; 2025Q3: 5,820 shares; 2025Q4: 5,007 shares 5,007 $350K 0.04% -813 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,087 shares; 2025Q2: 6,087 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares 7,725 $346K 0.04% 0 Timeline SLQD 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: 16,928 shares; 2025Q2: 15,948 shares; 2025Q3: 15,795 shares; 2025Q4: 6,819 shares 6,819 $346K 0.04% -8,976 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $344K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: 17,061 shares; 2025Q1: 17,647 shares; 2025Q2: 17,085 shares; 2025Q3: 16,659 shares; 2025Q4: 13,814 shares 13,814 $343K 0.04% -2,845 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: 4,973 shares; 2024Q4: 5,322 shares; 2025Q1: 5,154 shares; 2025Q2: 4,643 shares; 2025Q3: 4,373 shares; 2025Q4: 4,423 shares 4,423 $342K 0.04% +50 Timeline IFRA 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: 45,089 shares; 2024Q4: 45,710 shares; 2025Q1: 8,246 shares; 2025Q2: 7,650 shares; 2025Q3: 7,645 shares; 2025Q4: 6,378 shares 6,378 $336K 0.04% -1,267 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,015 shares; 2025Q1: 915 shares; 2025Q2: 939 shares; 2025Q3: 936 shares; 2025Q4: 936 shares 936 $334K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares 1,943 $333K 0.04% new 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: 4,143 shares; 2024Q4: 3,396 shares; 2025Q1: 4,398 shares; 2025Q2: 2,638 shares; 2025Q3: 2,653 shares; 2025Q4: 2,653 shares 2,653 $332K 0.04% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,037 shares 2,037 $330K 0.04% new 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: 1,241 shares; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 1,534 shares; 2025Q3: 1,542 shares; 2025Q4: 1,195 shares 1,195 $329K 0.04% -347 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: 1,048 shares; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 1,053 shares; 2025Q3: 969 shares; 2025Q4: 969 shares 969 $326K 0.04% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,011 shares; 2025Q1: 5,023 shares; 2025Q2: 5,104 shares; 2025Q3: 5,250 shares; 2025Q4: 4,045 shares 4,045 $319K 0.04% -1,205 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,251 shares; 2025Q4: 1,459 shares 1,459 $317K 0.04% +208 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,617 shares; 2025Q3: 3,570 shares; 2025Q4: 3,575 shares 3,575 $315K 0.04% +5 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 13,949 shares; 2025Q1: 13,868 shares; 2025Q2: not reported; 2025Q3: 16,464 shares; 2025Q4: 16,612 shares 16,612 $314K 0.04% +148 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,152 shares; 2025Q4: 10,347 shares 10,347 $314K 0.04% -2,805 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: not reported; 2025Q1: 4,159 shares; 2025Q2: 4,983 shares; 2025Q3: 4,975 shares; 2025Q4: 4,926 shares 4,926 $314K 0.04% -49 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,137 shares; 2024Q4: 14,095 shares; 2025Q1: 6,393 shares; 2025Q2: 6,333 shares; 2025Q3: 5,977 shares; 2025Q4: 2,933 shares 2,933 $313K 0.04% -3,044 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,714 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares 2,430 $310K 0.04% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,730 shares; 2025Q4: 3,805 shares 3,805 $309K 0.04% +75 Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255,031 shares; 2025Q1: 578,962 shares; 2025Q2: 302,662 shares; 2025Q3: 118,462 shares; 2025Q4: 118,462 shares 118,462 $309K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 1,714 shares; 2025Q3: 1,776 shares; 2025Q4: 1,479 shares 1,479 $308K 0.04% -297 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: 10,888 shares; 2024Q4: not reported; 2025Q1: 4,539 shares; 2025Q2: not reported; 2025Q3: 4,691 shares; 2025Q4: 7,447 shares 7,447 $303K 0.04% +2,756 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 17,044 shares; 2025Q1: 18,035 shares; 2025Q2: 17,324 shares; 2025Q3: 17,345 shares; 2025Q4: 17,345 shares 17,345 $301K 0.04% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,596 shares; 2025Q1: 3,659 shares; 2025Q2: 3,596 shares; 2025Q3: 3,596 shares; 2025Q4: 3,596 shares 3,596 $297K 0.04% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,171 shares; 2025Q4: 1,215 shares 1,215 $295K 0.04% +44 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,298 shares 13,298 $293K 0.04% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,839 shares; 2025Q1: 1,784 shares; 2025Q2: 1,702 shares; 2025Q3: 1,248 shares; 2025Q4: 1,283 shares 1,283 $293K 0.04% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,206 shares; 2025Q4: 2,891 shares 2,891 $287K 0.04% -315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: 2,089 shares 2,089 $285K 0.03% +128 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: 931 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 933 shares; 2025Q4: 931 shares 931 $285K 0.03% -2 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,262 shares; 2024Q4: 7,606 shares; 2025Q1: 6,072 shares; 2025Q2: 3,694 shares; 2025Q3: 2,695 shares; 2025Q4: 2,284 shares 2,284 $283K 0.03% -411 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,670 shares 1,670 $283K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,604 shares 1,604 $282K 0.03% new 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: 18,972 shares; 2024Q4: 6,279 shares; 2025Q1: 6,215 shares; 2025Q2: 5,213 shares; 2025Q3: 4,926 shares; 2025Q4: 5,170 shares 5,170 $279K 0.03% +244 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: 4,743 shares; 2024Q4: 2,740 shares; 2025Q1: 2,648 shares; 2025Q2: 2,639 shares; 2025Q3: 2,340 shares; 2025Q4: 2,297 shares 2,297 $276K 0.03% -43 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 403 shares 403 $275K 0.03% +63 Timeline VO 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: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $271K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,938 shares; 2025Q1: 1,820 shares; 2025Q2: 1,771 shares; 2025Q3: 1,888 shares; 2025Q4: 1,383 shares 1,383 $270K 0.03% -505 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: 648 shares; 2024Q4: 737 shares; 2025Q1: 746 shares; 2025Q2: 715 shares; 2025Q3: 793 shares; 2025Q4: 761 shares 761 $269K 0.03% -32 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,350 shares 8,350 $267K 0.03% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY 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: 8,609 shares; 2025Q2: 7,148 shares; 2025Q3: not reported; 2025Q4: 7,266 shares 7,266 $266K 0.03% new Timeline ESML 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: 7,958 shares; 2024Q4: 7,942 shares; 2025Q1: 7,926 shares; 2025Q2: 6,123 shares; 2025Q3: 5,941 shares; 2025Q4: 5,768 shares 5,768 $265K 0.03% -173 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: 5,228 shares; 2024Q4: 3,346 shares; 2025Q1: 2,270 shares; 2025Q2: 2,312 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares 2,096 $264K 0.03% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 1,299 shares; 2025Q3: 1,527 shares; 2025Q4: 1,029 shares 1,029 $263K 0.03% -498 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,084 shares; 2025Q2: 7,090 shares; 2025Q3: 7,486 shares; 2025Q4: 7,486 shares 7,486 $262K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares 1,610 $259K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,534 shares; 2025Q2: 3,492 shares; 2025Q3: 3,324 shares; 2025Q4: 2,804 shares 2,804 $258K 0.03% -520 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares 1,130 $257K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,856 shares 1,856 $254K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $252K 0.03% 0 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: 1,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: 810 shares; 2025Q4: 810 shares 810 $250K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares 1,085 $245K 0.03% 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: 555 shares; 2024Q4: 884 shares; 2025Q1: 1,396 shares; 2025Q2: 1,623 shares; 2025Q3: 1,701 shares; 2025Q4: 754 shares 754 $241K 0.03% -947 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares 1,388 $241K 0.03% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,382 shares; 2025Q1: 4,594 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 2,556 shares 2,556 $235K 0.03% -2,038 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,622 shares; 2025Q4: 2,714 shares 2,714 $233K 0.03% +92 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,317 shares; 2025Q2: 6,064 shares; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares 6,050 $232K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 830 shares; 2025Q4: 669 shares 669 $232K 0.03% -161 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,898 shares 5,898 $231K 0.03% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 183 shares; 2025Q4: 111 shares 111 $231K 0.03% -72 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares 1,278 $230K 0.03% new Timeline ADUR ADURO CLEAN TECHNOLOGIES INC More: the full row for ADURO CLEAN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,200 shares; 2025Q1: 22,200 shares; 2025Q2: 22,200 shares; 2025Q3: 22,200 shares; 2025Q4: 22,200 shares 22,200 $230K 0.03% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,912 shares; 2025Q1: 1,909 shares; 2025Q2: 3,191 shares; 2025Q3: 3,060 shares; 2025Q4: 1,840 shares 1,840 $227K 0.03% -1,220 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 498 shares; 2025Q4: 414 shares 414 $221K 0.03% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 1,361 shares; 2025Q4: 1,081 shares 1,081 $220K 0.03% -280 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $219K 0.03% 0 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 1,234 shares; 2025Q3: 573 shares; 2025Q4: 356 shares 356 $219K 0.03% -217 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares 935 $219K 0.03% new 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: 293 shares; 2024Q4: 281 shares; 2025Q1: 241 shares; 2025Q2: 260 shares; 2025Q3: 253 shares; 2025Q4: 252 shares 252 $217K 0.03% -1 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares 2,682 $215K 0.03% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,202 shares; 2025Q3: 2,284 shares; 2025Q4: 2,171 shares 2,171 $215K 0.03% -113 Timeline IBEX IBEX LTD More: the full row for IBEX 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: not reported; 2025Q4: 5,597 shares 5,597 $214K 0.03% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares 1,665 $213K 0.03% new 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: 854 shares; 2024Q4: 813 shares; 2025Q1: 793 shares; 2025Q2: 789 shares; 2025Q3: 857 shares; 2025Q4: 617 shares 617 $212K 0.03% -240 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467 shares 467 $207K 0.03% new Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,958 shares; 2025Q2: 4,801 shares; 2025Q3: 4,379 shares; 2025Q4: 3,278 shares 3,278 $205K 0.03% -1,101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 310 shares 310 $205K 0.03% -48 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 4,394 shares; 2025Q1: 4,326 shares; 2025Q2: 3,680 shares; 2025Q3: 2,194 shares; 2025Q4: 1,251 shares 1,251 $204K 0.02% -943 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: 98 shares; 2024Q4: 84 shares; 2025Q1: 87 shares; 2025Q2: 84 shares; 2025Q3: 79 shares; 2025Q4: 60 shares 60 $203K 0.02% -19 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,027 shares; 2025Q4: 953 shares 953 $203K 0.02% -74 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: not reported; 2025Q2: not reported; 2025Q3: 3,268 shares; 2025Q4: 3,314 shares 3,314 $203K 0.02% +46 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: 10,045 shares 10,045 $121K 0.01% 0 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,381 shares 12,381 $119K 0.01% new Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,389 shares 19,389 $115K 0.01% new Timeline