BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483,688 shares; 2024Q4: 9,482,301 shares; 2025Q1: 9,495,686 shares; 2025Q2: 9,501,249 shares; 2025Q3: 9,480,551 shares; 2025Q4: 9,480,665 shares 9,480,665 $447M 14.75% +114 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,961 shares; 2024Q4: 312,100 shares; 2025Q1: 1,212,305 shares; 2025Q2: 1,408,330 shares; 2025Q3: 1,473,892 shares; 2025Q4: 1,647,295 shares 1,647,295 $75.3M 2.48% +173,403 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: 151,292 shares; 2024Q4: 151,271 shares; 2025Q1: 153,358 shares; 2025Q2: 153,069 shares; 2025Q3: 155,744 shares; 2025Q4: 154,732 shares 154,732 $74.8M 2.47% -1,012 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481,980 shares; 2024Q4: 1,481,980 shares; 2025Q1: 1,601,904 shares; 2025Q2: 1,627,973 shares; 2025Q3: 1,627,973 shares; 2025Q4: 1,627,973 shares 1,627,973 $68.1M 2.25% 0 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: 223,982 shares; 2024Q4: 231,017 shares; 2025Q1: 261,880 shares; 2025Q2: 252,484 shares; 2025Q3: 248,302 shares; 2025Q4: 236,534 shares 236,534 $64.3M 2.12% -11,768 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: 240,458 shares; 2024Q4: 234,276 shares; 2025Q1: 235,255 shares; 2025Q2: 235,976 shares; 2025Q3: 229,635 shares; 2025Q4: 238,235 shares 238,235 $55M 1.82% +8,600 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: 195,391 shares; 2024Q4: 193,717 shares; 2025Q1: 227,656 shares; 2025Q2: 291,000 shares; 2025Q3: 297,264 shares; 2025Q4: 293,486 shares 293,486 $54.7M 1.81% -3,778 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: 176,833 shares; 2024Q4: 174,283 shares; 2025Q1: 176,451 shares; 2025Q2: 173,847 shares; 2025Q3: 171,329 shares; 2025Q4: 152,147 shares 152,147 $47.6M 1.57% -19,182 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,782 shares; 2024Q4: 610,684 shares; 2025Q1: 850,394 shares; 2025Q2: 781,056 shares; 2025Q3: 799,891 shares; 2025Q4: 875,591 shares 875,591 $40.3M 1.33% +75,700 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,574 shares; 2024Q4: 213,332 shares; 2025Q1: 194,740 shares; 2025Q2: 768,864 shares; 2025Q3: 800,823 shares; 2025Q4: 854,093 shares 854,093 $38.6M 1.27% +53,270 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,479 shares; 2024Q4: 256,726 shares; 2025Q1: 264,920 shares; 2025Q2: 678,763 shares; 2025Q3: 708,314 shares; 2025Q4: 763,071 shares 763,071 $38.1M 1.26% +54,757 Timeline JBND 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: 789,734 shares; 2024Q4: 797,106 shares; 2025Q1: 628,163 shares; 2025Q2: 612,640 shares; 2025Q3: 624,973 shares; 2025Q4: 683,422 shares 683,422 $37M 1.22% +58,449 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: 139,817 shares; 2024Q4: 137,339 shares; 2025Q1: 140,191 shares; 2025Q2: 109,538 shares; 2025Q3: 110,988 shares; 2025Q4: 106,151 shares 106,151 $36.7M 1.21% -4,837 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532,011 shares; 2025Q1: 535,057 shares; 2025Q2: 859,169 shares; 2025Q3: 907,024 shares; 2025Q4: 1,001,543 shares 1,001,543 $36.6M 1.21% +94,519 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,273 shares; 2024Q4: 589,125 shares; 2025Q1: 599,780 shares; 2025Q2: 798,187 shares; 2025Q3: 850,802 shares; 2025Q4: 942,337 shares 942,337 $35.9M 1.19% +91,535 Timeline BBIN 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: 292,783 shares; 2024Q4: 296,475 shares; 2025Q1: 303,354 shares; 2025Q2: 408,701 shares; 2025Q3: 439,015 shares; 2025Q4: 489,352 shares 489,352 $35.4M 1.17% +50,337 Timeline JIRE 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: 251,153 shares; 2024Q4: 249,978 shares; 2025Q1: 251,528 shares; 2025Q2: 351,234 shares; 2025Q3: 376,660 shares; 2025Q4: 423,633 shares 423,633 $31.7M 1.05% +46,973 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: 106,421 shares; 2024Q4: 103,303 shares; 2025Q1: 96,296 shares; 2025Q2: 96,629 shares; 2025Q3: 99,146 shares; 2025Q4: 95,554 shares 95,554 $30.8M 1.02% -3,592 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,908 shares; 2024Q4: 391,778 shares; 2025Q1: 435,384 shares; 2025Q2: 477,253 shares; 2025Q3: 502,315 shares; 2025Q4: 559,818 shares 559,818 $29M 0.96% +57,503 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: 12,700 shares; 2024Q4: 11,731 shares; 2025Q1: 11,285 shares; 2025Q2: 10,978 shares; 2025Q3: 10,629 shares; 2025Q4: 39,396 shares 39,396 $26.9M 0.89% +28,767 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: not reported; 2024Q4: not reported; 2025Q1: 369,803 shares; 2025Q2: 445,975 shares; 2025Q3: 458,739 shares; 2025Q4: 507,063 shares 507,063 $26.8M 0.88% +48,324 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: 51,137 shares; 2024Q4: 50,146 shares; 2025Q1: 50,815 shares; 2025Q2: 50,006 shares; 2025Q3: 50,727 shares; 2025Q4: 49,791 shares 49,791 $25M 0.83% -936 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: 28,301 shares; 2024Q4: 28,358 shares; 2025Q1: 28,364 shares; 2025Q2: 28,235 shares; 2025Q3: 28,827 shares; 2025Q4: 35,198 shares 35,198 $24.1M 0.8% +6,371 Timeline SCMB 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: 481,159 shares; 2024Q4: 539,702 shares; 2025Q1: 669,251 shares; 2025Q2: 755,515 shares; 2025Q3: 780,936 shares; 2025Q4: 894,144 shares 894,144 $23M 0.76% +113,208 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 5,418 shares; 2025Q1: 338,699 shares; 2025Q2: 413,939 shares; 2025Q3: 435,851 shares; 2025Q4: 481,561 shares 481,561 $23M 0.76% +45,710 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: 77,236 shares; 2024Q4: 76,871 shares; 2025Q1: 76,409 shares; 2025Q2: 76,321 shares; 2025Q3: 74,344 shares; 2025Q4: 71,356 shares 71,356 $22.4M 0.74% -2,988 Timeline JEMA 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: 250,321 shares; 2024Q4: 252,792 shares; 2025Q1: 261,891 shares; 2025Q2: 393,078 shares; 2025Q3: 408,024 shares; 2025Q4: 430,251 shares 430,251 $21.1M 0.7% +22,227 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,404 shares; 2024Q4: 307,568 shares; 2025Q1: 318,932 shares; 2025Q2: 486,194 shares; 2025Q3: 507,496 shares; 2025Q4: 538,868 shares 538,868 $21M 0.69% +31,372 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,720 shares; 2024Q4: 525,840 shares; 2025Q1: 533,026 shares; 2025Q2: 578,272 shares; 2025Q3: 600,534 shares; 2025Q4: 640,923 shares 640,923 $20.9M 0.69% +40,389 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,574 shares; 2024Q4: 359,569 shares; 2025Q1: 373,445 shares; 2025Q2: 575,473 shares; 2025Q3: 597,624 shares; 2025Q4: 632,251 shares 632,251 $20.8M 0.69% +34,627 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: 181,884 shares; 2024Q4: 172,887 shares; 2025Q1: 177,396 shares; 2025Q2: 175,264 shares; 2025Q3: 173,492 shares; 2025Q4: 172,689 shares 172,689 $20.8M 0.69% -803 Timeline USIG 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: 205,099 shares; 2024Q4: 206,531 shares; 2025Q1: 269,797 shares; 2025Q2: 310,087 shares; 2025Q3: 324,489 shares; 2025Q4: 365,936 shares 365,936 $18.9M 0.63% +41,447 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: 16,686 shares; 2024Q4: 17,149 shares; 2025Q1: 19,808 shares; 2025Q2: 17,687 shares; 2025Q3: 17,927 shares; 2025Q4: 17,339 shares 17,339 $18.6M 0.62% -588 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 19,231 shares; 2025Q1: 18,306 shares; 2025Q2: 21,420 shares; 2025Q3: 20,605 shares; 2025Q4: 19,304 shares 19,304 $18M 0.59% -1,301 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: 19,524 shares; 2024Q4: 19,984 shares; 2025Q1: 22,934 shares; 2025Q2: 21,616 shares; 2025Q3: 22,887 shares; 2025Q4: 26,004 shares 26,004 $17.2M 0.57% +3,117 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: 105,457 shares; 2024Q4: 104,873 shares; 2025Q1: 114,806 shares; 2025Q2: 116,256 shares; 2025Q3: 114,587 shares; 2025Q4: 111,610 shares 111,610 $17.1M 0.57% -2,977 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: 77,610 shares; 2024Q4: 50,078 shares; 2025Q1: 92,164 shares; 2025Q2: 88,017 shares; 2025Q3: 88,418 shares; 2025Q4: 82,361 shares 82,361 $17M 0.56% -6,057 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,356 shares; 2024Q4: 186,516 shares; 2025Q1: 221,924 shares; 2025Q2: 233,236 shares; 2025Q3: 242,788 shares; 2025Q4: 317,485 shares 317,485 $16M 0.53% +74,697 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: 48,025 shares; 2024Q4: 47,279 shares; 2025Q1: 51,395 shares; 2025Q2: 50,918 shares; 2025Q3: 47,159 shares; 2025Q4: 44,593 shares 44,593 $15.6M 0.52% -2,566 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,528 shares; 2024Q4: 990,587 shares; 2025Q1: 618,710 shares; 2025Q2: 576,031 shares; 2025Q3: 578,967 shares; 2025Q4: 626,745 shares 626,745 $15.2M 0.5% +47,778 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,458 shares; 2024Q4: 35,317 shares; 2025Q1: 36,407 shares; 2025Q2: 35,593 shares; 2025Q3: 34,420 shares; 2025Q4: 35,225 shares 35,225 $15M 0.5% +805 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,654 shares; 2024Q4: 96,619 shares; 2025Q1: 100,543 shares; 2025Q2: 99,910 shares; 2025Q3: 103,602 shares; 2025Q4: 99,853 shares 99,853 $14.3M 0.47% -3,749 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,243 shares; 2024Q4: 46,550 shares; 2025Q1: 162,353 shares; 2025Q2: 249,329 shares; 2025Q3: 393,039 shares; 2025Q4: 394,756 shares 394,756 $13.5M 0.45% +1,717 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 329,521 shares; 2025Q2: 407,600 shares; 2025Q3: 425,571 shares; 2025Q4: 467,436 shares 467,436 $13.3M 0.44% +41,865 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: 156,955 shares; 2024Q4: 157,736 shares; 2025Q1: 177,797 shares; 2025Q2: 198,618 shares; 2025Q3: 202,987 shares; 2025Q4: 233,865 shares 233,865 $12.9M 0.42% +30,878 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,002 shares; 2024Q4: 73,015 shares; 2025Q1: 66,810 shares; 2025Q2: 42,878 shares; 2025Q3: 42,563 shares; 2025Q4: 88,298 shares 88,298 $12.7M 0.42% +45,735 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,744 shares; 2025Q4: 154,008 shares 154,008 $12.4M 0.41% +24,264 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: 31,160 shares; 2024Q4: 31,102 shares; 2025Q1: 33,227 shares; 2025Q2: 97,659 shares; 2025Q3: 99,808 shares; 2025Q4: 99,445 shares 99,445 $12.3M 0.4% -363 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,668 shares; 2024Q4: 24,733 shares; 2025Q1: 37,958 shares; 2025Q2: 49,942 shares; 2025Q3: 50,413 shares; 2025Q4: 56,393 shares 56,393 $11.8M 0.39% +5,980 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,658 shares; 2024Q4: 35,788 shares; 2025Q1: 39,285 shares; 2025Q2: 41,159 shares; 2025Q3: 40,391 shares; 2025Q4: 43,560 shares 43,560 $11.5M 0.38% +3,169 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,514 shares; 2024Q4: 190,277 shares; 2025Q1: 118,633 shares; 2025Q2: 104,443 shares; 2025Q3: 108,088 shares; 2025Q4: 119,706 shares 119,706 $11.5M 0.38% +11,618 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,417 shares; 2024Q4: 49,882 shares; 2025Q1: 53,899 shares; 2025Q2: 61,277 shares; 2025Q3: 61,278 shares; 2025Q4: 58,717 shares 58,717 $11.5M 0.38% -2,561 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: 97,031 shares; 2024Q4: 95,981 shares; 2025Q1: 99,333 shares; 2025Q2: 101,340 shares; 2025Q3: 90,837 shares; 2025Q4: 89,541 shares 89,541 $11.2M 0.37% -1,296 Timeline FNDX 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: 409,395 shares; 2024Q4: 411,466 shares; 2025Q1: 409,620 shares; 2025Q2: 409,622 shares; 2025Q3: 409,430 shares; 2025Q4: 409,098 shares 409,098 $11.1M 0.37% -332 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,374 shares; 2024Q4: 54,417 shares; 2025Q1: 58,529 shares; 2025Q2: 58,512 shares; 2025Q3: 59,082 shares; 2025Q4: 56,646 shares 56,646 $10.5M 0.35% -2,436 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: 14,944 shares; 2024Q4: 14,980 shares; 2025Q1: 14,184 shares; 2025Q2: 15,523 shares; 2025Q3: 15,610 shares; 2025Q4: 16,907 shares 16,907 $10.4M 0.34% +1,297 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: 12,123 shares; 2024Q4: 13,103 shares; 2025Q1: 13,165 shares; 2025Q2: 13,111 shares; 2025Q3: 13,818 shares; 2025Q4: 16,298 shares 16,298 $10.2M 0.34% +2,480 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: 138,417 shares; 2024Q4: 137,491 shares; 2025Q1: 143,382 shares; 2025Q2: 143,117 shares; 2025Q3: 145,912 shares; 2025Q4: 141,215 shares 141,215 $9.87M 0.33% -4,697 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,654 shares; 2024Q4: 77,162 shares; 2025Q1: 81,165 shares; 2025Q2: 80,801 shares; 2025Q3: 80,737 shares; 2025Q4: 73,587 shares 73,587 $9.77M 0.32% -7,150 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,138 shares; 2024Q4: 65,784 shares; 2025Q1: 50,152 shares; 2025Q2: 51,491 shares; 2025Q3: 51,156 shares; 2025Q4: 60,461 shares 60,461 $9.75M 0.32% +9,305 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,345 shares; 2024Q4: 10,061 shares; 2025Q1: 10,652 shares; 2025Q2: 10,672 shares; 2025Q3: 10,744 shares; 2025Q4: 10,766 shares 10,766 $9.46M 0.31% +22 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 82,127 shares; 2025Q2: 128,894 shares; 2025Q3: 252,727 shares; 2025Q4: 255,855 shares 255,855 $9.43M 0.31% +3,128 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,801 shares; 2024Q4: 38,917 shares; 2025Q1: 48,326 shares; 2025Q2: 47,582 shares; 2025Q3: 48,465 shares; 2025Q4: 47,976 shares 47,976 $9.19M 0.3% -489 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,198 shares; 2024Q4: 319,301 shares; 2025Q1: 327,653 shares; 2025Q2: 339,146 shares; 2025Q3: 347,330 shares; 2025Q4: 375,691 shares 375,691 $8.99M 0.3% +28,361 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: 10,625 shares; 2024Q4: 10,470 shares; 2025Q1: 12,270 shares; 2025Q2: 12,118 shares; 2025Q3: 11,523 shares; 2025Q4: 10,419 shares 10,419 $8.98M 0.3% -1,104 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: 10,968 shares; 2024Q4: 15,018 shares; 2025Q1: 85,835 shares; 2025Q2: 86,171 shares; 2025Q3: 89,924 shares; 2025Q4: 107,561 shares 107,561 $8.79M 0.29% +17,637 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,136 shares; 2024Q4: 41,703 shares; 2025Q1: 44,955 shares; 2025Q2: 44,743 shares; 2025Q3: 44,359 shares; 2025Q4: 44,721 shares 44,721 $8.69M 0.29% +362 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 15,098 shares; 2025Q1: 15,820 shares; 2025Q2: 15,648 shares; 2025Q3: 15,680 shares; 2025Q4: 15,061 shares 15,061 $8.6M 0.28% -619 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 213,378 shares; 2025Q2: 232,937 shares; 2025Q3: 243,281 shares; 2025Q4: 261,495 shares 261,495 $8.52M 0.28% +18,214 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,514 shares; 2024Q4: 130,358 shares; 2025Q1: 109,453 shares; 2025Q2: 106,586 shares; 2025Q3: 107,619 shares; 2025Q4: 106,752 shares 106,752 $8.26M 0.27% -867 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: 65,717 shares; 2024Q4: 67,155 shares; 2025Q1: 71,773 shares; 2025Q2: 66,290 shares; 2025Q3: 65,199 shares; 2025Q4: 42,378 shares 42,378 $8.26M 0.27% -22,821 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,435 shares; 2025Q1: 35,280 shares; 2025Q2: 37,772 shares; 2025Q3: 39,444 shares; 2025Q4: 43,909 shares 43,909 $8.02M 0.26% +4,465 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 200,389 shares; 2025Q2: 224,234 shares; 2025Q3: 240,356 shares; 2025Q4: 274,908 shares 274,908 $7.99M 0.26% +34,552 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 19,278 shares; 2025Q1: 27,243 shares; 2025Q2: 29,018 shares; 2025Q3: 31,975 shares; 2025Q4: 34,479 shares 34,479 $7.89M 0.26% +2,504 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,133 shares; 2025Q2: 116,353 shares; 2025Q3: 118,663 shares; 2025Q4: 120,087 shares 120,087 $7.59M 0.25% +1,424 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,916 shares; 2024Q4: 14,214 shares; 2025Q1: 11,246 shares; 2025Q2: 11,203 shares; 2025Q3: 11,226 shares; 2025Q4: 11,246 shares 11,246 $7.58M 0.25% +20 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,894 shares; 2024Q4: 50,218 shares; 2025Q1: 98,833 shares; 2025Q2: 58,541 shares; 2025Q3: 67,242 shares; 2025Q4: 71,245 shares 71,245 $7.5M 0.25% +4,003 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,663 shares; 2025Q3: 165,250 shares; 2025Q4: 166,081 shares 166,081 $7.25M 0.24% +831 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: 64,171 shares; 2024Q4: 64,599 shares; 2025Q1: 66,022 shares; 2025Q2: 69,683 shares; 2025Q3: 73,957 shares; 2025Q4: 82,723 shares 82,723 $7.21M 0.24% +8,766 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,989 shares; 2024Q4: 20,769 shares; 2025Q1: 19,078 shares; 2025Q2: 18,983 shares; 2025Q3: 19,054 shares; 2025Q4: 19,157 shares 19,157 $6.73M 0.22% +103 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,524 shares; 2024Q4: 51,347 shares; 2025Q1: 77,835 shares; 2025Q2: 70,375 shares; 2025Q3: 69,729 shares; 2025Q4: 77,837 shares 77,837 $6.61M 0.22% +8,108 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: 6,751 shares; 2024Q4: 6,619 shares; 2025Q1: 6,900 shares; 2025Q2: 98,001 shares; 2025Q3: 79,396 shares; 2025Q4: 72,035 shares 72,035 $6.57M 0.22% -7,361 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 44,379 shares; 2025Q1: 47,399 shares; 2025Q2: 52,674 shares; 2025Q3: 52,704 shares; 2025Q4: 49,459 shares 49,459 $6.55M 0.22% -3,245 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,203 shares; 2024Q4: 72,957 shares; 2025Q1: 75,206 shares; 2025Q2: 74,718 shares; 2025Q3: 76,865 shares; 2025Q4: 79,831 shares 79,831 $6.41M 0.21% +2,966 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: 30,100 shares; 2024Q4: 29,864 shares; 2025Q1: 30,570 shares; 2025Q2: 31,309 shares; 2025Q3: 30,290 shares; 2025Q4: 28,029 shares 28,029 $6.4M 0.21% -2,261 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,135 shares; 2024Q4: 18,111 shares; 2025Q1: 18,789 shares; 2025Q2: 19,132 shares; 2025Q3: 19,989 shares; 2025Q4: 28,173 shares 28,173 $6.19M 0.2% +8,184 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: 3,866 shares; 2024Q4: 3,889 shares; 2025Q1: 3,310 shares; 2025Q2: 6,066 shares; 2025Q3: 6,038 shares; 2025Q4: 65,472 shares 65,472 $6.14M 0.2% +59,434 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: 5,104 shares; 2024Q4: 4,380 shares; 2025Q1: 4,276 shares; 2025Q2: 23,542 shares; 2025Q3: 24,962 shares; 2025Q4: 33,399 shares 33,399 $6.13M 0.2% +8,437 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: 7,682 shares; 2024Q4: 8,925 shares; 2025Q1: 20,096 shares; 2025Q2: 19,474 shares; 2025Q3: 19,468 shares; 2025Q4: 19,588 shares 19,588 $6.03M 0.2% +120 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 19,501 shares; 2025Q1: 57,697 shares; 2025Q2: 23,635 shares; 2025Q3: 64,690 shares; 2025Q4: 146,439 shares 146,439 $6.03M 0.2% +81,749 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 27,545 shares; 2025Q1: 29,019 shares; 2025Q2: 29,466 shares; 2025Q3: 29,777 shares; 2025Q4: 36,147 shares 36,147 $5.84M 0.19% +6,370 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,582 shares; 2024Q4: 181,625 shares; 2025Q1: 163,654 shares; 2025Q2: 105,618 shares; 2025Q3: 105,874 shares; 2025Q4: 106,241 shares 106,241 $5.82M 0.19% +367 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: 1,485 shares; 2024Q4: 4,245 shares; 2025Q1: 7,475 shares; 2025Q2: 9,318 shares; 2025Q3: 5,132 shares; 2025Q4: 35,851 shares 35,851 $5.81M 0.19% +30,719 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,022 shares; 2024Q4: 40,519 shares; 2025Q1: 73,423 shares; 2025Q2: 118,749 shares; 2025Q3: 161,771 shares; 2025Q4: 157,450 shares 157,450 $5.81M 0.19% -4,321 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 20,911 shares; 2025Q1: 62,063 shares; 2025Q2: 73,368 shares; 2025Q3: 72,178 shares; 2025Q4: 71,646 shares 71,646 $5.81M 0.19% -532 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: 17,071 shares; 2024Q4: 16,983 shares; 2025Q1: 65,454 shares; 2025Q2: 67,018 shares; 2025Q3: 69,561 shares; 2025Q4: 69,360 shares 69,360 $5.64M 0.19% -201 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,250 shares; 2025Q1: 9,199 shares; 2025Q2: 9,103 shares; 2025Q3: 8,982 shares; 2025Q4: 7,301 shares 7,301 $5.5M 0.18% -1,681 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 13,529 shares; 2025Q1: 17,237 shares; 2025Q2: 16,203 shares; 2025Q3: 17,030 shares; 2025Q4: 17,178 shares 17,178 $5.47M 0.18% +148 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: 14,451 shares; 2024Q4: 14,342 shares; 2025Q1: 15,384 shares; 2025Q2: 15,285 shares; 2025Q3: 15,548 shares; 2025Q4: 17,306 shares 17,306 $5.29M 0.17% +1,758 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: 9,599 shares; 2024Q4: 9,675 shares; 2025Q1: 9,854 shares; 2025Q2: 9,625 shares; 2025Q3: 9,392 shares; 2025Q4: 10,711 shares 10,711 $5.23M 0.17% +1,319 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,008 shares; 2024Q4: 66,974 shares; 2025Q1: 71,262 shares; 2025Q2: 71,149 shares; 2025Q3: 74,923 shares; 2025Q4: 77,702 shares 77,702 $5.21M 0.17% +2,779 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: 28,147 shares; 2024Q4: 27,338 shares; 2025Q1: 26,237 shares; 2025Q2: 22,435 shares; 2025Q3: 32,407 shares; 2025Q4: 96,157 shares 96,157 $5.19M 0.17% +63,750 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 28,850 shares; 2025Q1: 23,563 shares; 2025Q2: 21,385 shares; 2025Q3: 23,023 shares; 2025Q4: 27,708 shares 27,708 $5.11M 0.17% +4,685 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,423 shares; 2024Q4: 68,403 shares; 2025Q1: 63,308 shares; 2025Q2: 33,376 shares; 2025Q3: 33,187 shares; 2025Q4: 32,709 shares 32,709 $5.06M 0.17% -478 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 24,012 shares; 2025Q1: 30,633 shares; 2025Q2: 27,553 shares; 2025Q3: 23,085 shares; 2025Q4: 26,964 shares 26,964 $4.97M 0.16% +3,879 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,323 shares; 2024Q4: 29,534 shares; 2025Q1: 33,782 shares; 2025Q2: 34,000 shares; 2025Q3: 34,385 shares; 2025Q4: 37,428 shares 37,428 $4.83M 0.16% +3,043 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: 3,457 shares; 2024Q4: 6,437 shares; 2025Q1: 4,535 shares; 2025Q2: 8,195 shares; 2025Q3: 10,121 shares; 2025Q4: 10,661 shares 10,661 $4.79M 0.16% +540 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,840 shares; 2024Q4: 2,596 shares; 2025Q1: 9,678 shares; 2025Q2: 18,801 shares; 2025Q3: 31,772 shares; 2025Q4: 33,325 shares 33,325 $4.78M 0.16% +1,553 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 18,080 shares; 2025Q1: 109,633 shares; 2025Q2: 95,791 shares; 2025Q3: 177,369 shares; 2025Q4: 292,734 shares 292,734 $4.7M 0.16% +115,365 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: 9,112 shares; 2024Q4: 9,075 shares; 2025Q1: 9,796 shares; 2025Q2: 9,648 shares; 2025Q3: 9,642 shares; 2025Q4: 8,826 shares 8,826 $4.7M 0.16% -816 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 5,949 shares; 2025Q1: 5,695 shares; 2025Q2: 5,538 shares; 2025Q3: 5,442 shares; 2025Q4: 4,637 shares 4,637 $4.68M 0.15% -805 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,175 shares; 2024Q4: 79,540 shares; 2025Q1: 91,830 shares; 2025Q2: 91,519 shares; 2025Q3: 94,599 shares; 2025Q4: 102,363 shares 102,363 $4.66M 0.15% +7,764 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: 20,388 shares; 2024Q4: 21,205 shares; 2025Q1: 20,813 shares; 2025Q2: 19,826 shares; 2025Q3: 19,621 shares; 2025Q4: 23,999 shares 23,999 $4.58M 0.15% +4,378 Timeline VTHR 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: 15,055 shares; 2025Q3: 15,055 shares; 2025Q4: 15,055 shares 15,055 $4.52M 0.15% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,228 shares; 2024Q4: 188,875 shares; 2025Q1: 186,558 shares; 2025Q2: 179,850 shares; 2025Q3: 160,321 shares; 2025Q4: 163,065 shares 163,065 $4.47M 0.15% +2,744 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,119 shares; 2025Q1: 4,855 shares; 2025Q2: 6,978 shares; 2025Q3: 10,010 shares; 2025Q4: 14,243 shares 14,243 $4.45M 0.15% +4,233 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,226 shares; 2025Q1: 11,953 shares; 2025Q2: 11,730 shares; 2025Q3: 11,643 shares; 2025Q4: 10,499 shares 10,499 $4.43M 0.15% -1,144 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,888 shares; 2025Q1: 38,878 shares; 2025Q2: 35,023 shares; 2025Q3: 31,508 shares; 2025Q4: 33,521 shares 33,521 $4.39M 0.15% +2,013 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: 3,918 shares; 2024Q4: 4,134 shares; 2025Q1: 8,377 shares; 2025Q2: 14,080 shares; 2025Q3: 13,923 shares; 2025Q4: 15,347 shares 15,347 $4.35M 0.14% +1,424 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,334 shares; 2025Q1: 100,447 shares; 2025Q2: 103,241 shares; 2025Q3: 104,582 shares; 2025Q4: 111,126 shares 111,126 $4.29M 0.14% +6,544 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: 2,194 shares; 2024Q4: 2,229 shares; 2025Q1: 5,839 shares; 2025Q2: 14,962 shares; 2025Q3: 15,349 shares; 2025Q4: 17,703 shares 17,703 $4.29M 0.14% +2,354 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 17,243 shares; 2025Q1: 23,688 shares; 2025Q2: 24,699 shares; 2025Q3: 29,683 shares; 2025Q4: 48,250 shares 48,250 $4.16M 0.14% +18,567 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: 11,403 shares; 2024Q4: 13,705 shares; 2025Q1: 13,742 shares; 2025Q2: 14,891 shares; 2025Q3: 29,728 shares; 2025Q4: 37,136 shares 37,136 $4.14M 0.14% +7,408 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 4,990 shares; 2025Q1: 24,371 shares; 2025Q2: 24,444 shares; 2025Q3: 18,804 shares; 2025Q4: 18,735 shares 18,735 $4.11M 0.14% -69 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,616 shares; 2025Q2: 29,979 shares; 2025Q3: 30,039 shares; 2025Q4: 30,364 shares 30,364 $4.1M 0.14% +325 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,760 shares; 2024Q4: 63,450 shares; 2025Q1: 63,450 shares; 2025Q2: 63,350 shares; 2025Q3: 63,350 shares; 2025Q4: 63,350 shares 63,350 $4.08M 0.13% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,665 shares 85,665 $4.01M 0.13% new Timeline ONEY 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: 37,062 shares; 2024Q4: 36,245 shares; 2025Q1: 35,991 shares; 2025Q2: 37,319 shares; 2025Q3: 37,043 shares; 2025Q4: 34,880 shares 34,880 $3.96M 0.13% -2,163 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,447 shares; 2024Q4: 53,650 shares; 2025Q1: 48,443 shares; 2025Q2: 34,098 shares; 2025Q3: 33,848 shares; 2025Q4: 33,571 shares 33,571 $3.95M 0.13% -277 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,335 shares; 2025Q1: 102,740 shares; 2025Q2: 120,542 shares; 2025Q3: 125,681 shares; 2025Q4: 125,556 shares 125,556 $3.95M 0.13% -125 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,167 shares; 2024Q4: 134,210 shares; 2025Q1: 145,995 shares; 2025Q2: 135,972 shares; 2025Q3: 131,493 shares; 2025Q4: 120,743 shares 120,743 $3.94M 0.13% -10,750 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: 7,217 shares; 2024Q4: 7,217 shares; 2025Q1: 20,672 shares; 2025Q2: 7,988 shares; 2025Q3: 8,098 shares; 2025Q4: 11,745 shares 11,745 $3.94M 0.13% +3,647 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,815 shares; 2024Q4: 35,412 shares; 2025Q1: 36,902 shares; 2025Q2: 37,039 shares; 2025Q3: 37,513 shares; 2025Q4: 40,698 shares 40,698 $3.9M 0.13% +3,185 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: 5,991 shares; 2024Q4: 5,216 shares; 2025Q1: 14,557 shares; 2025Q2: 17,717 shares; 2025Q3: 16,541 shares; 2025Q4: 16,043 shares 16,043 $3.9M 0.13% -498 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: 40,376 shares; 2024Q4: 39,594 shares; 2025Q1: 41,943 shares; 2025Q2: 41,007 shares; 2025Q3: 41,309 shares; 2025Q4: 41,653 shares 41,653 $3.88M 0.13% +344 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,828 shares; 2025Q2: 54,488 shares; 2025Q3: 47,579 shares; 2025Q4: 63,271 shares 63,271 $3.8M 0.13% +15,692 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,571 shares; 2025Q1: 43,766 shares; 2025Q2: 38,000 shares; 2025Q3: 36,939 shares; 2025Q4: 38,436 shares 38,436 $3.8M 0.13% +1,497 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: 5,342 shares; 2024Q4: 8,040 shares; 2025Q1: 16,326 shares; 2025Q2: 17,476 shares; 2025Q3: 19,981 shares; 2025Q4: 21,277 shares 21,277 $3.78M 0.12% +1,296 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,576 shares; 2025Q1: 14,679 shares; 2025Q2: 19,867 shares; 2025Q3: 21,363 shares; 2025Q4: 24,781 shares 24,781 $3.73M 0.12% +3,418 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,029 shares; 2025Q1: 10,434 shares; 2025Q2: 27,234 shares; 2025Q3: 25,466 shares; 2025Q4: 27,963 shares 27,963 $3.67M 0.12% +2,497 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: 4,785 shares; 2024Q4: 4,481 shares; 2025Q1: 9,281 shares; 2025Q2: 58,709 shares; 2025Q3: 60,220 shares; 2025Q4: 60,211 shares 60,211 $3.66M 0.12% -9 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: 18,291 shares; 2024Q4: 19,111 shares; 2025Q1: 30,964 shares; 2025Q2: 29,836 shares; 2025Q3: 29,680 shares; 2025Q4: 31,056 shares 31,056 $3.62M 0.12% +1,376 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 15,663 shares; 2025Q1: 33,123 shares; 2025Q2: 16,385 shares; 2025Q3: 22,076 shares; 2025Q4: 26,399 shares 26,399 $3.58M 0.12% +4,323 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 7,562 shares; 2025Q1: 13,843 shares; 2025Q2: 13,991 shares; 2025Q3: 13,515 shares; 2025Q4: 12,665 shares 12,665 $3.46M 0.11% -850 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: 17,736 shares; 2025Q3: 17,790 shares; 2025Q4: 19,595 shares 19,595 $3.38M 0.11% +1,805 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: 26,281 shares; 2024Q4: 26,107 shares; 2025Q1: 26,413 shares; 2025Q2: 26,110 shares; 2025Q3: 26,265 shares; 2025Q4: 26,350 shares 26,350 $3.36M 0.11% +85 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: not reported; 2025Q2: 5,269 shares; 2025Q3: 12,793 shares; 2025Q4: 11,566 shares 11,566 $3.34M 0.11% -1,227 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 3,270 shares; 2025Q1: 2,919 shares; 2025Q2: 1,800 shares; 2025Q3: 4,573 shares; 2025Q4: 5,851 shares 5,851 $3.29M 0.11% +1,278 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: 7,677 shares; 2024Q4: 7,221 shares; 2025Q1: 13,261 shares; 2025Q2: 19,911 shares; 2025Q3: 17,467 shares; 2025Q4: 32,612 shares 32,612 $3.23M 0.11% +15,145 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: 16,855 shares; 2025Q2: 26,763 shares; 2025Q3: 26,794 shares; 2025Q4: 26,835 shares 26,835 $3.21M 0.11% +41 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 18,890 shares; 2025Q1: 20,247 shares; 2025Q2: 23,874 shares; 2025Q3: 15,090 shares; 2025Q4: 15,243 shares 15,243 $3.14M 0.1% +153 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,116 shares; 2024Q4: 86,252 shares; 2025Q1: 157,065 shares; 2025Q2: 132,013 shares; 2025Q3: 69,330 shares; 2025Q4: 66,310 shares 66,310 $3.12M 0.1% -3,020 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 18,792 shares; 2025Q1: 18,191 shares; 2025Q2: 17,131 shares; 2025Q3: 19,492 shares; 2025Q4: 20,395 shares 20,395 $3.11M 0.1% +903 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: 17,195 shares; 2024Q4: 17,245 shares; 2025Q1: 22,751 shares; 2025Q2: 25,238 shares; 2025Q3: 24,852 shares; 2025Q4: 24,096 shares 24,096 $3.08M 0.1% -756 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: 19,105 shares; 2024Q4: 18,672 shares; 2025Q1: 19,488 shares; 2025Q2: 20,053 shares; 2025Q3: 20,552 shares; 2025Q4: 21,613 shares 21,613 $3.05M 0.1% +1,061 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,865 shares; 2025Q1: 9,578 shares; 2025Q2: 12,320 shares; 2025Q3: 10,510 shares; 2025Q4: 13,307 shares 13,307 $3.05M 0.1% +2,797 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: 34,558 shares; 2024Q4: 34,558 shares; 2025Q1: 34,557 shares; 2025Q2: 33,110 shares; 2025Q3: 32,613 shares; 2025Q4: 31,990 shares 31,990 $3.01M 0.1% -623 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,905 shares; 2025Q1: 4,987 shares; 2025Q2: 4,184 shares; 2025Q3: 4,185 shares; 2025Q4: 4,609 shares 4,609 $3.01M 0.1% +424 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,747 shares 143,747 $3M 0.1% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 12,040 shares; 2025Q1: 10,690 shares; 2025Q2: 45,588 shares; 2025Q3: 42,086 shares; 2025Q4: 42,966 shares 42,966 $2.98M 0.1% +880 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 19,189 shares; 2025Q1: 20,374 shares; 2025Q2: 20,948 shares; 2025Q3: 21,248 shares; 2025Q4: 20,736 shares 20,736 $2.98M 0.1% -512 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,860 shares; 2024Q4: 76,860 shares; 2025Q1: 76,860 shares; 2025Q2: 76,860 shares; 2025Q3: 76,018 shares; 2025Q4: 74,638 shares 74,638 $2.95M 0.1% -1,380 Timeline JEPI 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: 43,667 shares; 2024Q4: 44,014 shares; 2025Q1: 46,429 shares; 2025Q2: 47,709 shares; 2025Q3: 48,835 shares; 2025Q4: 50,762 shares 50,762 $2.91M 0.1% +1,927 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,800 shares; 2024Q4: 64,943 shares; 2025Q1: 68,630 shares; 2025Q2: 70,328 shares; 2025Q3: 70,568 shares; 2025Q4: 69,624 shares 69,624 $2.88M 0.1% -944 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,377 shares; 2025Q1: 8,669 shares; 2025Q2: 17,288 shares; 2025Q3: 17,302 shares; 2025Q4: 17,636 shares 17,636 $2.86M 0.09% +334 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,490 shares; 2025Q1: 4,749 shares; 2025Q2: 21,501 shares; 2025Q3: 20,981 shares; 2025Q4: 21,029 shares 21,029 $2.84M 0.09% +48 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,037 shares; 2025Q1: 3,225 shares; 2025Q2: 2,977 shares; 2025Q3: 1,985 shares; 2025Q4: 18,560 shares 18,560 $2.84M 0.09% +16,575 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 5,986 shares; 2025Q1: 14,684 shares; 2025Q2: 15,627 shares; 2025Q3: 12,773 shares; 2025Q4: 12,767 shares 12,767 $2.84M 0.09% -6 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,042 shares; 2024Q4: 10,817 shares; 2025Q1: 20,949 shares; 2025Q2: 22,562 shares; 2025Q3: 9,260 shares; 2025Q4: 76,198 shares 76,198 $2.82M 0.09% +66,938 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,770 shares; 2025Q1: 2,626 shares; 2025Q2: 4,512 shares; 2025Q3: 4,509 shares; 2025Q4: 4,586 shares 4,586 $2.81M 0.09% +77 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,312 shares; 2024Q4: 15,921 shares; 2025Q1: 16,382 shares; 2025Q2: 5,133 shares; 2025Q3: 4,995 shares; 2025Q4: 4,867 shares 4,867 $2.79M 0.09% -128 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,839 shares; 2024Q4: 31,181 shares; 2025Q1: 64,127 shares; 2025Q2: 181,768 shares; 2025Q3: 141,783 shares; 2025Q4: 143,838 shares 143,838 $2.79M 0.09% +2,055 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: 575 shares; 2024Q4: 1,725 shares; 2025Q1: 3,225 shares; 2025Q2: 3,414 shares; 2025Q3: 3,233 shares; 2025Q4: 3,348 shares 3,348 $2.75M 0.09% +115 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 6,177 shares; 2025Q1: 7,747 shares; 2025Q2: 8,609 shares; 2025Q3: 10,915 shares; 2025Q4: 55,221 shares 55,221 $2.74M 0.09% +44,306 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,785 shares; 2025Q1: 8,330 shares; 2025Q2: 7,406 shares; 2025Q3: 7,397 shares; 2025Q4: 7,749 shares 7,749 $2.74M 0.09% +352 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,998 shares; 2025Q1: 12,835 shares; 2025Q2: 13,324 shares; 2025Q3: 13,346 shares; 2025Q4: 13,331 shares 13,331 $2.73M 0.09% -15 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: 1,519 shares; 2025Q1: 5,629 shares; 2025Q2: 12,000 shares; 2025Q3: 11,354 shares; 2025Q4: 11,983 shares 11,983 $2.7M 0.09% +629 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,001 shares; 2024Q4: 18,650 shares; 2025Q1: 19,973 shares; 2025Q2: 20,676 shares; 2025Q3: 8,461 shares; 2025Q4: 10,033 shares 10,033 $2.69M 0.09% +1,572 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: 277 shares; 2024Q4: 278 shares; 2025Q1: 519 shares; 2025Q2: 452 shares; 2025Q3: 450 shares; 2025Q4: 502 shares 502 $2.69M 0.09% +52 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,300 shares; 2024Q4: 27,743 shares; 2025Q1: 25,228 shares; 2025Q2: 11,488 shares; 2025Q3: 11,267 shares; 2025Q4: 22,427 shares 22,427 $2.68M 0.09% +11,160 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,874 shares; 2025Q3: 20,962 shares; 2025Q4: 40,337 shares 40,337 $2.63M 0.09% +19,375 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: 2,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 9,191 shares 9,191 $2.62M 0.09% +991 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,102 shares; 2024Q4: 27,325 shares; 2025Q1: 63,725 shares; 2025Q2: 87,918 shares; 2025Q3: 89,626 shares; 2025Q4: 75,176 shares 75,176 $2.59M 0.09% -14,450 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: 20,154 shares; 2024Q4: 20,069 shares; 2025Q1: 23,471 shares; 2025Q2: 6,484 shares; 2025Q3: 7,908 shares; 2025Q4: 7,834 shares 7,834 $2.59M 0.09% -74 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,671 shares; 2025Q1: 17,644 shares; 2025Q2: 24,676 shares; 2025Q3: 34,283 shares; 2025Q4: 38,699 shares 38,699 $2.58M 0.09% +4,416 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 2,545 shares; 2025Q2: 4,250 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares 4,229 $2.56M 0.08% 0 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: 9,589 shares; 2024Q4: 9,624 shares; 2025Q1: 6,804 shares; 2025Q2: 9,114 shares; 2025Q3: 33,035 shares; 2025Q4: 38,202 shares 38,202 $2.56M 0.08% +5,167 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,283 shares; 2025Q1: 2,686 shares; 2025Q2: 3,568 shares; 2025Q3: 2,199 shares; 2025Q4: 5,170 shares 5,170 $2.5M 0.08% +2,971 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 2,342 shares; 2025Q4: 3,222 shares 3,222 $2.49M 0.08% +880 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,495 shares; 2025Q2: 5,629 shares; 2025Q3: 3,421 shares; 2025Q4: 13,624 shares 13,624 $2.47M 0.08% +10,203 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: 8,894 shares; 2024Q4: 8,642 shares; 2025Q1: 8,588 shares; 2025Q2: 7,426 shares; 2025Q3: 7,328 shares; 2025Q4: 7,185 shares 7,185 $2.46M 0.08% -143 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 25,507 shares; 2025Q1: 22,975 shares; 2025Q2: 21,320 shares; 2025Q3: 21,365 shares; 2025Q4: 25,542 shares 25,542 $2.45M 0.08% +4,177 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,191 shares; 2025Q1: 3,723 shares; 2025Q2: 8,979 shares; 2025Q3: 7,339 shares; 2025Q4: 12,619 shares 12,619 $2.45M 0.08% +5,280 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,051 shares; 2024Q4: 29,011 shares; 2025Q1: 55,214 shares; 2025Q2: 46,757 shares; 2025Q3: 49,060 shares; 2025Q4: 54,988 shares 54,988 $2.45M 0.08% +5,928 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 7,673 shares; 2025Q1: 2,600 shares; 2025Q2: 9,393 shares; 2025Q3: 15,513 shares; 2025Q4: 16,783 shares 16,783 $2.38M 0.08% +1,270 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: 11,554 shares; 2024Q4: 9,957 shares; 2025Q1: 20,653 shares; 2025Q2: 19,556 shares; 2025Q3: 24,775 shares; 2025Q4: 24,425 shares 24,425 $2.35M 0.08% -350 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,368 shares; 2025Q2: 38,775 shares; 2025Q3: 32,919 shares; 2025Q4: 45,563 shares 45,563 $2.31M 0.08% +12,644 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: 8,994 shares; 2024Q4: 7,828 shares; 2025Q1: 7,668 shares; 2025Q2: 17,680 shares; 2025Q3: 17,306 shares; 2025Q4: 18,332 shares 18,332 $2.31M 0.08% +1,026 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 16,430 shares; 2025Q1: 21,265 shares; 2025Q2: 19,104 shares; 2025Q3: 8,093 shares; 2025Q4: 6,573 shares 6,573 $2.3M 0.08% -1,520 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,577 shares; 2025Q3: 6,586 shares; 2025Q4: 6,690 shares 6,690 $2.28M 0.08% +104 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,878 shares; 2024Q4: 49,915 shares; 2025Q1: 45,773 shares; 2025Q2: 28,258 shares; 2025Q3: 28,594 shares; 2025Q4: 28,955 shares 28,955 $2.25M 0.07% +361 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,058 shares; 2024Q4: 343,108 shares; 2025Q1: 344,657 shares; 2025Q2: 344,782 shares; 2025Q3: 345,622 shares; 2025Q4: 343,026 shares 343,026 $2.24M 0.07% -2,596 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: 12,039 shares; 2025Q1: 22,817 shares; 2025Q2: 25,822 shares; 2025Q3: 20,339 shares; 2025Q4: 20,804 shares 20,804 $2.23M 0.07% +465 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,140 shares; 2025Q2: 19,936 shares; 2025Q3: 22,092 shares; 2025Q4: 19,350 shares 19,350 $2.23M 0.07% -2,742 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,430 shares; 2025Q2: 8,524 shares; 2025Q3: 7,161 shares; 2025Q4: 7,477 shares 7,477 $2.21M 0.07% +316 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 16,621 shares 16,621 $2.21M 0.07% +7,621 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,617 shares; 2025Q3: 11,918 shares; 2025Q4: 12,052 shares 12,052 $2.12M 0.07% +134 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 22,327 shares; 2025Q1: 47,649 shares; 2025Q2: 44,816 shares; 2025Q3: 33,859 shares; 2025Q4: 48,264 shares 48,264 $2.12M 0.07% +14,405 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: 2,222 shares; 2024Q4: 5,237 shares; 2025Q1: 17,169 shares; 2025Q2: 22,451 shares; 2025Q3: 18,057 shares; 2025Q4: 12,945 shares 12,945 $2.08M 0.07% -5,112 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: 2,556 shares; 2024Q4: 5,651 shares; 2025Q1: 13,345 shares; 2025Q2: 12,365 shares; 2025Q3: 11,625 shares; 2025Q4: 11,783 shares 11,783 $2.07M 0.07% +158 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,558 shares; 2024Q4: 61,319 shares; 2025Q1: 135,067 shares; 2025Q2: 160,825 shares; 2025Q3: 251,585 shares; 2025Q4: 256,777 shares 256,777 $2.07M 0.07% +5,192 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,930 shares; 2024Q4: 31,657 shares; 2025Q1: 28,778 shares; 2025Q2: 26,775 shares; 2025Q3: 25,856 shares; 2025Q4: 18,286 shares 18,286 $2.07M 0.07% -7,570 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 6,306 shares; 2025Q1: 9,854 shares; 2025Q2: 8,890 shares; 2025Q3: 11,692 shares; 2025Q4: 21,068 shares 21,068 $2.06M 0.07% +9,376 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 8,509 shares; 2025Q2: 13,434 shares; 2025Q3: 7,093 shares; 2025Q4: 20,034 shares 20,034 $2.03M 0.07% +12,941 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,301 shares; 2025Q1: 6,271 shares; 2025Q2: 6,333 shares; 2025Q3: 7,320 shares; 2025Q4: 7,346 shares 7,346 $2.02M 0.07% +26 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,925 shares; 2025Q2: 10,615 shares; 2025Q3: 9,872 shares; 2025Q4: 10,401 shares 10,401 $2.01M 0.07% +529 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: 60,313 shares; 2024Q4: 16,326 shares; 2025Q1: 7,430 shares; 2025Q2: 8,236 shares; 2025Q3: 7,872 shares; 2025Q4: 7,816 shares 7,816 $2.01M 0.07% -56 Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: 7,340 shares; 2025Q2: 14,061 shares; 2025Q3: 14,029 shares; 2025Q4: 26,488 shares 26,488 $2M 0.07% +12,459 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,792 shares; 2025Q1: 1,140 shares; 2025Q2: 1,833 shares; 2025Q3: 1,656 shares; 2025Q4: 4,101 shares 4,101 $2M 0.07% +2,445 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,856 shares; 2024Q4: 13,255 shares; 2025Q1: 8,612 shares; 2025Q2: 8,649 shares; 2025Q3: 7,637 shares; 2025Q4: 6,436 shares 6,436 $2M 0.07% -1,201 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 4,491 shares; 2025Q1: 8,347 shares; 2025Q2: 9,346 shares; 2025Q3: 9,727 shares; 2025Q4: 8,834 shares 8,834 $1.99M 0.07% -893 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 659 shares; 2025Q1: 4,321 shares; 2025Q2: 3,543 shares; 2025Q3: 3,441 shares; 2025Q4: 3,484 shares 3,484 $1.99M 0.07% +43 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 16,808 shares; 2025Q3: 14,411 shares; 2025Q4: 14,413 shares 14,413 $1.96M 0.06% +2 Timeline SMLF 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: 25,756 shares; 2025Q3: 26,045 shares; 2025Q4: 26,113 shares 26,113 $1.96M 0.06% +68 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,625 shares; 2025Q1: 1,354 shares; 2025Q2: 3,445 shares; 2025Q3: 5,945 shares; 2025Q4: 7,670 shares 7,670 $1.93M 0.06% +1,725 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,146 shares; 2025Q1: 1,590 shares; 2025Q2: 1,261 shares; 2025Q3: 935 shares; 2025Q4: 4,805 shares 4,805 $1.93M 0.06% +3,870 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 10,288 shares; 2025Q2: 15,304 shares; 2025Q3: 15,328 shares; 2025Q4: 15,317 shares 15,317 $1.92M 0.06% -11 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 28,109 shares; 2025Q1: 27,620 shares; 2025Q2: 27,036 shares; 2025Q3: 26,840 shares; 2025Q4: 26,048 shares 26,048 $1.92M 0.06% -792 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,461 shares; 2025Q1: 2,480 shares; 2025Q2: 3,059 shares; 2025Q3: 2,888 shares; 2025Q4: 4,241 shares 4,241 $1.92M 0.06% +1,353 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,526 shares; 2024Q4: 13,499 shares; 2025Q1: 16,350 shares; 2025Q2: 13,750 shares; 2025Q3: 53,219 shares; 2025Q4: 59,425 shares 59,425 $1.92M 0.06% +6,206 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: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 8,055 shares; 2025Q2: 8,163 shares; 2025Q3: 8,046 shares; 2025Q4: 8,164 shares 8,164 $1.91M 0.06% +118 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: 20,819 shares; 2024Q4: 20,847 shares; 2025Q1: 27,499 shares; 2025Q2: 24,255 shares; 2025Q3: 23,822 shares; 2025Q4: 24,755 shares 24,755 $1.91M 0.06% +933 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: 21,434 shares; 2024Q4: 21,172 shares; 2025Q1: 21,213 shares; 2025Q2: 21,172 shares; 2025Q3: 21,172 shares; 2025Q4: 30,461 shares 30,461 $1.9M 0.06% +9,289 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,796 shares; 2025Q1: 2,223 shares; 2025Q2: 6,607 shares; 2025Q3: 7,215 shares; 2025Q4: 9,693 shares 9,693 $1.88M 0.06% +2,478 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: 878 shares; 2024Q4: 918 shares; 2025Q1: 5,314 shares; 2025Q2: 3,589 shares; 2025Q3: 3,502 shares; 2025Q4: 3,625 shares 3,625 $1.85M 0.06% +123 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,718 shares; 2024Q4: 80,718 shares; 2025Q1: 61,390 shares; 2025Q2: 61,390 shares; 2025Q3: 36,390 shares; 2025Q4: 144,258 shares 144,258 $1.83M 0.06% +107,868 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,365 shares; 2025Q1: 2,627 shares; 2025Q2: 10,818 shares; 2025Q3: 11,464 shares; 2025Q4: 8,166 shares 8,166 $1.82M 0.06% -3,298 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,611 shares; 2025Q2: 21,933 shares; 2025Q3: 21,897 shares; 2025Q4: 26,003 shares 26,003 $1.81M 0.06% +4,106 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,297 shares; 2024Q4: 20,106 shares; 2025Q1: 22,639 shares; 2025Q2: 25,653 shares; 2025Q3: 25,722 shares; 2025Q4: 25,939 shares 25,939 $1.8M 0.06% +217 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 10,397 shares; 2025Q1: 30,877 shares; 2025Q2: 18,587 shares; 2025Q3: 21,895 shares; 2025Q4: 22,237 shares 22,237 $1.76M 0.06% +342 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 7,194 shares; 2025Q1: 8,716 shares; 2025Q2: 7,959 shares; 2025Q3: 7,957 shares; 2025Q4: 7,977 shares 7,977 $1.73M 0.06% +20 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: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,663 shares 3,663 $1.73M 0.06% +147 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 5,966 shares; 2025Q3: 7,301 shares; 2025Q4: 7,214 shares 7,214 $1.71M 0.06% -87 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: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,606 shares; 2025Q2: 3,355 shares; 2025Q3: 3,338 shares; 2025Q4: 5,844 shares 5,844 $1.7M 0.06% +2,506 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 9,678 shares; 2025Q1: 16,259 shares; 2025Q2: 10,287 shares; 2025Q3: 10,339 shares; 2025Q4: 10,501 shares 10,501 $1.68M 0.06% +162 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: 2,153 shares; 2024Q4: 2,027 shares; 2025Q1: 2,011 shares; 2025Q2: 1,824 shares; 2025Q3: 1,825 shares; 2025Q4: 6,828 shares 6,828 $1.68M 0.06% +5,003 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 9,919 shares; 2025Q1: 7,969 shares; 2025Q2: 6,971 shares; 2025Q3: 4,381 shares; 2025Q4: 4,310 shares 4,310 $1.68M 0.06% -71 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: 7,996 shares; 2024Q4: 8,259 shares; 2025Q1: 8,352 shares; 2025Q2: 6,848 shares; 2025Q3: 5,342 shares; 2025Q4: 5,321 shares 5,321 $1.68M 0.06% -21 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: not reported; 2025Q1: 18,517 shares; 2025Q2: 36,293 shares; 2025Q3: 36,314 shares; 2025Q4: 36,304 shares 36,304 $1.67M 0.06% -10 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,834 shares; 2025Q1: 2,735 shares; 2025Q2: 12,248 shares; 2025Q3: 12,107 shares; 2025Q4: 12,244 shares 12,244 $1.67M 0.05% +137 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,397 shares; 2025Q1: 8,826 shares; 2025Q2: 10,122 shares; 2025Q3: 10,153 shares; 2025Q4: 10,165 shares 10,165 $1.66M 0.05% +12 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,092 shares; 2025Q1: 3,471 shares; 2025Q2: 3,429 shares; 2025Q3: 3,513 shares; 2025Q4: 4,176 shares 4,176 $1.66M 0.05% +663 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,211 shares; 2024Q4: 30,301 shares; 2025Q1: 27,880 shares; 2025Q2: 19,344 shares; 2025Q3: 19,404 shares; 2025Q4: 38,769 shares 38,769 $1.66M 0.05% +19,365 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: not reported; 2025Q1: 12,033 shares; 2025Q2: 10,370 shares; 2025Q3: 10,392 shares; 2025Q4: 10,367 shares 10,367 $1.65M 0.05% -25 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,408 shares; 2025Q1: 6,635 shares; 2025Q2: 2,570 shares; 2025Q3: 4,425 shares; 2025Q4: 4,109 shares 4,109 $1.63M 0.05% -316 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,728 shares; 2025Q3: 13,743 shares; 2025Q4: 18,655 shares 18,655 $1.63M 0.05% +4,912 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,326 shares; 2025Q1: 9,870 shares; 2025Q2: 18,675 shares; 2025Q3: 9,130 shares; 2025Q4: 9,704 shares 9,704 $1.61M 0.05% +574 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,874 shares; 2025Q2: 7,859 shares; 2025Q3: 7,702 shares; 2025Q4: 7,841 shares 7,841 $1.61M 0.05% +139 Timeline IWR 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: 19,180 shares; 2024Q4: 18,315 shares; 2025Q1: 17,479 shares; 2025Q2: 17,259 shares; 2025Q3: 16,833 shares; 2025Q4: 16,700 shares 16,700 $1.61M 0.05% -133 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: 4,975 shares; 2025Q3: 7,367 shares; 2025Q4: 16,057 shares 16,057 $1.6M 0.05% +8,690 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,791 shares; 2025Q1: 9,187 shares; 2025Q2: 28,070 shares; 2025Q3: 27,345 shares; 2025Q4: 26,746 shares 26,746 $1.6M 0.05% -599 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 31,493 shares; 2025Q1: 29,261 shares; 2025Q2: 28,458 shares; 2025Q3: 26,615 shares; 2025Q4: 27,606 shares 27,606 $1.59M 0.05% +991 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,242 shares; 2024Q4: 16,426 shares; 2025Q1: 13,583 shares; 2025Q2: 10,248 shares; 2025Q3: 21,801 shares; 2025Q4: 38,342 shares 38,342 $1.58M 0.05% +16,541 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: 56,210 shares; 2024Q4: 60,994 shares; 2025Q1: 55,351 shares; 2025Q2: 60,252 shares; 2025Q3: 61,726 shares; 2025Q4: 63,528 shares 63,528 $1.58M 0.05% +1,802 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,515 shares; 2024Q4: 22,692 shares; 2025Q1: 42,090 shares; 2025Q2: 35,763 shares; 2025Q3: 12,506 shares; 2025Q4: 19,752 shares 19,752 $1.57M 0.05% +7,246 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,654 shares; 2024Q4: 18,741 shares; 2025Q1: 18,453 shares; 2025Q2: 17,461 shares; 2025Q3: 17,561 shares; 2025Q4: 17,539 shares 17,539 $1.57M 0.05% -22 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 15,743 shares; 2025Q3: 9,568 shares; 2025Q4: 55,762 shares 55,762 $1.56M 0.05% +46,194 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: 6,912 shares; 2024Q4: 6,615 shares; 2025Q1: 6,459 shares; 2025Q2: 5,530 shares; 2025Q3: 5,498 shares; 2025Q4: 7,809 shares 7,809 $1.56M 0.05% +2,311 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,465 shares; 2025Q1: 14,062 shares; 2025Q2: 17,557 shares; 2025Q3: 16,525 shares; 2025Q4: 6,883 shares 6,883 $1.56M 0.05% -9,642 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,247 shares; 2025Q1: 3,666 shares; 2025Q2: 5,168 shares; 2025Q3: 10,388 shares; 2025Q4: 12,017 shares 12,017 $1.55M 0.05% +1,629 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: 1,427 shares; 2024Q4: 1,540 shares; 2025Q1: 5,035 shares; 2025Q2: 5,566 shares; 2025Q3: 5,194 shares; 2025Q4: 5,293 shares 5,293 $1.54M 0.05% +99 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: 22,237 shares; 2024Q4: 22,168 shares; 2025Q1: 22,168 shares; 2025Q2: 19,043 shares; 2025Q3: 18,124 shares; 2025Q4: 17,100 shares 17,100 $1.53M 0.05% -1,024 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,722 shares; 2025Q1: 9,066 shares; 2025Q2: 9,209 shares; 2025Q3: 10,478 shares; 2025Q4: 10,942 shares 10,942 $1.52M 0.05% +464 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: 7,216 shares; 2024Q4: not reported; 2025Q1: 20,065 shares; 2025Q2: 57,713 shares; 2025Q3: 48,101 shares; 2025Q4: 41,150 shares 41,150 $1.51M 0.05% -6,951 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: 5,229 shares; 2025Q3: 5,413 shares; 2025Q4: 5,446 shares 5,446 $1.5M 0.05% +33 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,598 shares; 2025Q1: 1,472 shares; 2025Q2: 1,649 shares; 2025Q3: 1,611 shares; 2025Q4: 1,702 shares 1,702 $1.5M 0.05% +91 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: 6,054 shares; 2024Q4: 6,043 shares; 2025Q1: 7,226 shares; 2025Q2: 6,265 shares; 2025Q3: 6,675 shares; 2025Q4: 7,018 shares 7,018 $1.49M 0.05% +343 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: 5,510 shares; 2024Q4: 5,529 shares; 2025Q1: 6,480 shares; 2025Q2: 16,988 shares; 2025Q3: 17,519 shares; 2025Q4: 17,832 shares 17,832 $1.49M 0.05% +313 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 23,304 shares; 2025Q1: 46,698 shares; 2025Q2: 33,428 shares; 2025Q3: 39,356 shares; 2025Q4: 57,024 shares 57,024 $1.48M 0.05% +17,668 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 34,430 shares; 2025Q2: 28,433 shares; 2025Q3: 24,971 shares; 2025Q4: 26,242 shares 26,242 $1.45M 0.05% +1,271 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 5,041 shares; 2025Q1: 7,432 shares; 2025Q2: 11,766 shares; 2025Q3: 10,380 shares; 2025Q4: 10,336 shares 10,336 $1.45M 0.05% -44 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: 2,875 shares; 2024Q4: 2,881 shares; 2025Q1: 4,931 shares; 2025Q2: 12,106 shares; 2025Q3: 12,122 shares; 2025Q4: 12,785 shares 12,785 $1.43M 0.05% +663 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,863 shares; 2024Q4: 11,575 shares; 2025Q1: 11,762 shares; 2025Q2: 11,384 shares; 2025Q3: 11,314 shares; 2025Q4: 20,555 shares 20,555 $1.43M 0.05% +9,241 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,625 shares; 2024Q4: 20,625 shares; 2025Q1: 20,625 shares; 2025Q2: 20,615 shares; 2025Q3: 20,615 shares; 2025Q4: 20,615 shares 20,615 $1.41M 0.05% 0 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: 3,413 shares; 2024Q4: 4,651 shares; 2025Q1: 31,137 shares; 2025Q2: 34,467 shares; 2025Q3: 19,582 shares; 2025Q4: 16,451 shares 16,451 $1.41M 0.05% -3,131 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 731 shares; 2025Q2: 2,499 shares; 2025Q3: 2,502 shares; 2025Q4: 2,548 shares 2,548 $1.4M 0.05% +46 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,350 shares; 2024Q4: 53,902 shares; 2025Q1: 49,291 shares; 2025Q2: 9,660 shares; 2025Q3: 9,146 shares; 2025Q4: 9,013 shares 9,013 $1.4M 0.05% -133 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: 17,997 shares; 2025Q2: 15,435 shares; 2025Q3: 15,577 shares; 2025Q4: 13,993 shares 13,993 $1.4M 0.05% -1,584 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 2,334 shares; 2025Q3: 2,261 shares; 2025Q4: 2,058 shares 2,058 $1.39M 0.05% -203 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: 1,179 shares; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 2,792 shares; 2025Q3: 3,613 shares; 2025Q4: 4,125 shares 4,125 $1.39M 0.05% +512 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,238 shares; 2024Q4: 19,101 shares; 2025Q1: 19,172 shares; 2025Q2: 17,876 shares; 2025Q3: 17,284 shares; 2025Q4: 17,244 shares 17,244 $1.38M 0.05% -40 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,763 shares; 2025Q1: 4,805 shares; 2025Q2: 4,612 shares; 2025Q3: 4,608 shares; 2025Q4: 4,632 shares 4,632 $1.37M 0.05% +24 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: 2,804 shares; 2024Q4: not reported; 2025Q1: 2,285 shares; 2025Q2: 4,494 shares; 2025Q3: 6,207 shares; 2025Q4: 6,900 shares 6,900 $1.37M 0.05% +693 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 871 shares; 2025Q1: 1,651 shares; 2025Q2: 5,622 shares; 2025Q3: 5,491 shares; 2025Q4: 5,221 shares 5,221 $1.37M 0.05% -270 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,602 shares; 2025Q1: 2,610 shares; 2025Q2: 2,522 shares; 2025Q3: 1,942 shares; 2025Q4: 7,743 shares 7,743 $1.36M 0.04% +5,801 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 9,638 shares; 2025Q1: 31,493 shares; 2025Q2: 7,189 shares; 2025Q3: 9,231 shares; 2025Q4: 14,263 shares 14,263 $1.34M 0.04% +5,032 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: 6,935 shares; 2025Q2: 7,120 shares; 2025Q3: 7,197 shares; 2025Q4: 7,731 shares 7,731 $1.32M 0.04% +534 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,268 shares; 2024Q4: 13,318 shares; 2025Q1: 13,268 shares; 2025Q2: 13,074 shares; 2025Q3: 13,609 shares; 2025Q4: 13,609 shares 13,609 $1.32M 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 5,595 shares; 2025Q2: 5,595 shares; 2025Q3: 5,595 shares; 2025Q4: 17,923 shares 17,923 $1.32M 0.04% +12,328 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: 2,760 shares; 2024Q4: 1,362 shares; 2025Q1: 3,684 shares; 2025Q2: 3,985 shares; 2025Q3: 2,048 shares; 2025Q4: 4,774 shares 4,774 $1.31M 0.04% +2,726 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: 23,393 shares; 2024Q4: 23,364 shares; 2025Q1: 22,849 shares; 2025Q2: 19,357 shares; 2025Q3: 19,239 shares; 2025Q4: 19,894 shares 19,894 $1.31M 0.04% +655 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: 25,711 shares; 2024Q4: 151,062 shares; 2025Q1: 50,161 shares; 2025Q2: 31,106 shares; 2025Q3: 61,797 shares; 2025Q4: 52,608 shares 52,608 $1.31M 0.04% -9,189 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 4,497 shares; 2025Q1: 7,387 shares; 2025Q2: 14,492 shares; 2025Q3: 12,488 shares; 2025Q4: 12,618 shares 12,618 $1.3M 0.04% +130 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,258 shares; 2025Q2: 16,146 shares; 2025Q3: 15,042 shares; 2025Q4: 14,686 shares 14,686 $1.29M 0.04% -356 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: 48,590 shares; 2024Q4: 49,862 shares; 2025Q1: 48,658 shares; 2025Q2: 48,768 shares; 2025Q3: 49,075 shares; 2025Q4: 53,307 shares 53,307 $1.28M 0.04% +4,232 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 5,085 shares; 2025Q3: 5,086 shares; 2025Q4: 5,340 shares 5,340 $1.28M 0.04% +254 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,997 shares; 2024Q4: 50,136 shares; 2025Q1: 91,798 shares; 2025Q2: 42,775 shares; 2025Q3: 21,443 shares; 2025Q4: 42,077 shares 42,077 $1.26M 0.04% +20,634 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,396 shares; 2025Q3: 3,846 shares; 2025Q4: 8,034 shares 8,034 $1.25M 0.04% +4,188 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,922 shares; 2025Q3: 25,895 shares; 2025Q4: 27,741 shares 27,741 $1.25M 0.04% +1,846 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,878 shares; 2025Q3: 16,290 shares; 2025Q4: 16,297 shares 16,297 $1.25M 0.04% +7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,966 shares; 2024Q4: 4,804 shares; 2025Q1: 4,606 shares; 2025Q2: 4,071 shares; 2025Q3: 4,016 shares; 2025Q4: 3,804 shares 3,804 $1.25M 0.04% -212 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 11,514 shares; 2025Q4: 85,480 shares 85,480 $1.24M 0.04% +73,966 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,662 shares; 2024Q4: 37,662 shares; 2025Q1: 37,587 shares; 2025Q2: 37,587 shares; 2025Q3: 37,587 shares; 2025Q4: 37,587 shares 37,587 $1.23M 0.04% 0 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: 4,256 shares; 2024Q4: 4,548 shares; 2025Q1: 7,468 shares; 2025Q2: 6,437 shares; 2025Q3: 5,454 shares; 2025Q4: 5,746 shares 5,746 $1.23M 0.04% +292 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,948 shares; 2025Q1: 3,694 shares; 2025Q2: 4,975 shares; 2025Q3: 4,519 shares; 2025Q4: 4,481 shares 4,481 $1.22M 0.04% -38 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: not reported; 2024Q4: 6,688 shares; 2025Q1: 18,991 shares; 2025Q2: 20,238 shares; 2025Q3: 20,236 shares; 2025Q4: 16,108 shares 16,108 $1.21M 0.04% -4,128 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,812 shares; 2025Q1: 3,236 shares; 2025Q2: 4,254 shares; 2025Q3: 4,248 shares; 2025Q4: 4,212 shares 4,212 $1.21M 0.04% -36 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 4,094 shares; 2025Q2: 9,580 shares; 2025Q3: 9,629 shares; 2025Q4: 6,956 shares 6,956 $1.21M 0.04% -2,673 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: 25,620 shares; 2024Q4: 25,697 shares; 2025Q1: 42,367 shares; 2025Q2: 14,188 shares; 2025Q3: 14,265 shares; 2025Q4: 20,462 shares 20,462 $1.2M 0.04% +6,197 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 2,676 shares 2,676 $1.19M 0.04% +1,864 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: 5,491 shares; 2025Q4: 10,344 shares 10,344 $1.19M 0.04% +4,853 Timeline IWY 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: 4,271 shares; 2024Q4: 4,271 shares; 2025Q1: 4,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares; 2025Q4: 4,271 shares 4,271 $1.18M 0.04% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 4,086 shares; 2025Q2: 5,647 shares; 2025Q3: 5,370 shares; 2025Q4: 6,249 shares 6,249 $1.18M 0.04% +879 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: 5,426 shares; 2024Q4: 5,663 shares; 2025Q1: 8,120 shares; 2025Q2: 11,165 shares; 2025Q3: 10,695 shares; 2025Q4: 10,124 shares 10,124 $1.18M 0.04% -571 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,606 shares; 2025Q2: 7,007 shares; 2025Q3: 7,080 shares; 2025Q4: 9,356 shares 9,356 $1.17M 0.04% +2,276 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: 6,488 shares; 2024Q4: 6,161 shares; 2025Q1: 4,748 shares; 2025Q2: 7,591 shares; 2025Q3: 5,472 shares; 2025Q4: 6,459 shares 6,459 $1.16M 0.04% +987 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,403 shares; 2025Q1: 4,430 shares; 2025Q2: 4,472 shares; 2025Q3: 4,503 shares; 2025Q4: 4,511 shares 4,511 $1.16M 0.04% +8 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 7,476 shares; 2025Q1: 15,970 shares; 2025Q2: 13,496 shares; 2025Q3: 13,520 shares; 2025Q4: 13,213 shares 13,213 $1.16M 0.04% -307 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: 31,054 shares; 2024Q4: 31,068 shares; 2025Q1: 75,206 shares; 2025Q2: 63,711 shares; 2025Q3: 62,923 shares; 2025Q4: 66,302 shares 66,302 $1.15M 0.04% +3,379 Timeline IQLT 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: 458,095 shares; 2024Q4: 464,680 shares; 2025Q1: 472,738 shares; 2025Q2: 23,550 shares; 2025Q3: 23,219 shares; 2025Q4: 25,226 shares 25,226 $1.15M 0.04% +2,007 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,877 shares; 2025Q2: 21,089 shares; 2025Q3: 22,538 shares; 2025Q4: 23,945 shares 23,945 $1.14M 0.04% +1,407 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 6,867 shares; 2025Q2: 12,538 shares; 2025Q3: 12,121 shares; 2025Q4: 21,404 shares 21,404 $1.14M 0.04% +9,283 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,719 shares; 2024Q4: 62,577 shares; 2025Q1: 60,785 shares; 2025Q2: 57,110 shares; 2025Q3: 56,094 shares; 2025Q4: 56,064 shares 56,064 $1.13M 0.04% -30 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: 84,633 shares; 2024Q4: 83,143 shares; 2025Q1: 88,603 shares; 2025Q2: 89,182 shares; 2025Q3: 91,177 shares; 2025Q4: 27,837 shares 27,837 $1.13M 0.04% -63,340 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,421 shares; 2025Q1: 19,894 shares; 2025Q2: 26,515 shares; 2025Q3: 25,643 shares; 2025Q4: 24,775 shares 24,775 $1.13M 0.04% -868 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,393 shares; 2025Q1: 7,711 shares; 2025Q2: 5,559 shares; 2025Q3: 6,163 shares; 2025Q4: 6,514 shares 6,514 $1.13M 0.04% +351 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,024 shares; 2024Q4: 25,950 shares; 2025Q1: 23,739 shares; 2025Q2: 12,590 shares; 2025Q3: 12,378 shares; 2025Q4: 25,244 shares 25,244 $1.13M 0.04% +12,866 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 3,307 shares 3,307 $1.12M 0.04% +1,797 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 4,013 shares; 2025Q1: 5,997 shares; 2025Q2: 10,521 shares; 2025Q3: 10,590 shares; 2025Q4: 13,643 shares 13,643 $1.12M 0.04% +3,053 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 5,037 shares; 2025Q1: 5,990 shares; 2025Q2: 6,547 shares; 2025Q3: 6,488 shares; 2025Q4: 5,472 shares 5,472 $1.1M 0.04% -1,016 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: 7,836 shares; 2024Q4: 8,150 shares; 2025Q1: 7,840 shares; 2025Q2: 8,709 shares; 2025Q3: 8,846 shares; 2025Q4: 8,937 shares 8,937 $1.1M 0.04% +91 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 11,363 shares; 2025Q1: 9,556 shares; 2025Q2: 11,356 shares; 2025Q3: 11,666 shares; 2025Q4: 20,361 shares 20,361 $1.09M 0.04% +8,695 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,343 shares; 2024Q4: 36,306 shares; 2025Q1: 47,989 shares; 2025Q2: 35,546 shares; 2025Q3: 35,523 shares; 2025Q4: 35,573 shares 35,573 $1.09M 0.04% +50 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,934 shares; 2024Q4: 49,823 shares; 2025Q1: 52,651 shares; 2025Q2: 35,985 shares; 2025Q3: 36,347 shares; 2025Q4: 40,967 shares 40,967 $1.08M 0.04% +4,620 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 5,877 shares; 2025Q4: 3,169 shares 3,169 $1.08M 0.04% -2,708 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR 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: 24,020 shares; 2025Q3: 18,679 shares; 2025Q4: 18,760 shares 18,760 $1.07M 0.04% +81 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 6,242 shares; 2025Q3: 9,876 shares; 2025Q4: 15,305 shares 15,305 $1.06M 0.03% +5,429 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: 15,501 shares; 2024Q4: 15,501 shares; 2025Q1: 15,426 shares; 2025Q2: 15,544 shares; 2025Q3: 8,530 shares; 2025Q4: 6,492 shares 6,492 $1.05M 0.03% -2,038 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: 2,574 shares; 2024Q4: 2,625 shares; 2025Q1: 2,621 shares; 2025Q2: 2,662 shares; 2025Q3: 2,344 shares; 2025Q4: 4,616 shares 4,616 $1.04M 0.03% +2,272 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,714 shares 17,714 $1.04M 0.03% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: 4,141 shares; 2025Q3: 12,257 shares; 2025Q4: 8,459 shares 8,459 $1.03M 0.03% -3,798 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 18,733 shares; 2025Q1: 21,240 shares; 2025Q2: 30,540 shares; 2025Q3: 46,410 shares; 2025Q4: 37,483 shares 37,483 $1.03M 0.03% -8,927 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,506 shares; 2025Q2: 3,770 shares; 2025Q3: 3,564 shares; 2025Q4: 3,559 shares 3,559 $1.02M 0.03% -5 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,076 shares; 2025Q1: 1,741 shares; 2025Q2: 3,793 shares; 2025Q3: 3,433 shares; 2025Q4: 3,496 shares 3,496 $1.01M 0.03% +63 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,402 shares 2,402 $1.01M 0.03% +344 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,521 shares; 2025Q1: 5,565 shares; 2025Q2: 3,061 shares; 2025Q3: 4,724 shares; 2025Q4: 6,989 shares 6,989 $1.01M 0.03% +2,265 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,588 shares; 2025Q2: 600 shares; 2025Q3: 2,943 shares; 2025Q4: 2,849 shares 2,849 $999K 0.03% -94 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 5,781 shares; 2025Q3: 9,994 shares; 2025Q4: 9,196 shares 9,196 $998K 0.03% -798 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,909 shares; 2024Q4: 522,244 shares; 2025Q1: 528,254 shares; 2025Q2: 23,743 shares; 2025Q3: 23,292 shares; 2025Q4: 23,228 shares 23,228 $997K 0.03% -64 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,490 shares; 2025Q1: 13,721 shares; 2025Q2: 14,128 shares; 2025Q3: 14,430 shares; 2025Q4: 14,693 shares 14,693 $981K 0.03% +263 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: 3,403 shares; 2025Q2: 14,883 shares; 2025Q3: 12,959 shares; 2025Q4: 12,849 shares 12,849 $978K 0.03% -110 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,332 shares 9,332 $967K 0.03% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 22,389 shares; 2025Q2: 52,613 shares; 2025Q3: 31,455 shares; 2025Q4: 33,982 shares 33,982 $960K 0.03% +2,527 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: 4,332 shares; 2024Q4: 4,334 shares; 2025Q1: 4,802 shares; 2025Q2: 7,271 shares; 2025Q3: 4,915 shares; 2025Q4: 7,721 shares 7,721 $958K 0.03% +2,806 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: 2,280 shares; 2024Q4: 2,347 shares; 2025Q1: 2,416 shares; 2025Q2: 5,676 shares; 2025Q3: 6,022 shares; 2025Q4: 2,778 shares 2,778 $956K 0.03% -3,244 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: 8,887 shares; 2024Q4: 14,181 shares; 2025Q1: 17,461 shares; 2025Q2: 11,558 shares; 2025Q3: 10,711 shares; 2025Q4: 16,365 shares 16,365 $955K 0.03% +5,654 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 4,092 shares; 2025Q2: 22,727 shares; 2025Q3: 19,512 shares; 2025Q4: 16,276 shares 16,276 $955K 0.03% -3,236 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,940 shares; 2025Q4: 28,684 shares 28,684 $948K 0.03% -15,256 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,603 shares; 2025Q1: 5,424 shares; 2025Q2: 3,401 shares; 2025Q3: 2,700 shares; 2025Q4: 1,646 shares 1,646 $945K 0.03% -1,054 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 4,040 shares; 2025Q3: 4,402 shares; 2025Q4: 4,241 shares 4,241 $944K 0.03% -161 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,386 shares; 2024Q4: 55,581 shares; 2025Q1: 53,983 shares; 2025Q2: 48,778 shares; 2025Q3: 44,616 shares; 2025Q4: 43,255 shares 43,255 $940K 0.03% -1,361 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: 7,192 shares; 2024Q4: 7,223 shares; 2025Q1: 9,569 shares; 2025Q2: 11,790 shares; 2025Q3: 11,790 shares; 2025Q4: 11,941 shares 11,941 $936K 0.03% +151 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,157 shares 14,157 $927K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,113 shares; 2025Q1: 4,066 shares; 2025Q2: 3,294 shares; 2025Q3: 3,237 shares; 2025Q4: 3,215 shares 3,215 $925K 0.03% -22 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: 5,984 shares; 2024Q4: 6,091 shares; 2025Q1: 6,607 shares; 2025Q2: 4,634 shares; 2025Q3: 4,654 shares; 2025Q4: 6,681 shares 6,681 $913K 0.03% +2,027 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,626 shares; 2025Q1: 3,343 shares; 2025Q2: 2,385 shares; 2025Q3: 3,679 shares; 2025Q4: 4,892 shares 4,892 $908K 0.03% +1,213 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,205 shares; 2025Q1: 4,301 shares; 2025Q2: 4,444 shares; 2025Q3: 4,399 shares; 2025Q4: 4,428 shares 4,428 $905K 0.03% +29 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,580 shares; 2025Q4: 13,365 shares 13,365 $901K 0.03% +3,785 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,629 shares; 2025Q1: 1,663 shares; 2025Q2: 1,786 shares; 2025Q3: 1,591 shares; 2025Q4: 1,582 shares 1,582 $896K 0.03% -9 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,445 shares; 2025Q4: 29,364 shares 29,364 $888K 0.03% +9,919 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: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 5,944 shares 5,944 $886K 0.03% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 9,686 shares; 2025Q1: 10,911 shares; 2025Q2: 38,716 shares; 2025Q3: 5,859 shares; 2025Q4: 22,903 shares 22,903 $885K 0.03% +17,044 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: 6,412 shares; 2024Q4: 6,420 shares; 2025Q1: 6,591 shares; 2025Q2: 6,433 shares; 2025Q3: 6,297 shares; 2025Q4: 6,189 shares 6,189 $880K 0.03% -108 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,611 shares; 2025Q1: 25,896 shares; 2025Q2: 37,696 shares; 2025Q3: 20,896 shares; 2025Q4: 43,519 shares 43,519 $874K 0.03% +22,623 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 3,438 shares; 2025Q2: 4,158 shares; 2025Q3: 4,201 shares; 2025Q4: 4,188 shares 4,188 $865K 0.03% -13 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,843 shares; 2024Q4: 53,512 shares; 2025Q1: 73,261 shares; 2025Q2: 112,738 shares; 2025Q3: 112,738 shares; 2025Q4: 103,345 shares 103,345 $861K 0.03% -9,393 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: 415 shares; 2025Q2: 1,584 shares; 2025Q3: 3,030 shares; 2025Q4: 1,295 shares 1,295 $858K 0.03% -1,735 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 12,084 shares; 2025Q1: 12,084 shares; 2025Q2: 10,665 shares; 2025Q3: 10,665 shares; 2025Q4: 10,665 shares 10,665 $850K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,578 shares; 2025Q1: 1,859 shares; 2025Q2: 1,980 shares; 2025Q3: 1,868 shares; 2025Q4: 1,814 shares 1,814 $850K 0.03% -54 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: 39,478 shares; 2024Q4: 39,072 shares; 2025Q1: 51,248 shares; 2025Q2: 5,440 shares; 2025Q3: 4,490 shares; 2025Q4: 4,956 shares 4,956 $848K 0.03% +466 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 2,505 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,495 shares 10,495 $847K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,179 shares; 2025Q1: 1,839 shares; 2025Q2: 1,873 shares; 2025Q3: 1,848 shares; 2025Q4: 1,820 shares 1,820 $847K 0.03% -28 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,654 shares; 2025Q2: 13,654 shares; 2025Q3: 13,954 shares; 2025Q4: 28,567 shares 28,567 $846K 0.03% +14,613 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 695 shares 695 $844K 0.03% +32 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,780 shares; 2025Q2: 56,776 shares; 2025Q3: 54,600 shares; 2025Q4: 51,697 shares 51,697 $843K 0.03% -2,903 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: not reported; 2024Q4: not reported; 2025Q1: 3,068 shares; 2025Q2: 3,952 shares; 2025Q3: 9,948 shares; 2025Q4: 9,820 shares 9,820 $837K 0.03% -128 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,316 shares; 2025Q1: 6,539 shares; 2025Q2: 4,978 shares; 2025Q3: 4,849 shares; 2025Q4: 6,963 shares 6,963 $837K 0.03% +2,114 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 16,855 shares; 2025Q3: 17,394 shares; 2025Q4: 23,106 shares 23,106 $831K 0.03% +5,712 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,391 shares; 2025Q1: not reported; 2025Q2: 5,606 shares; 2025Q3: 4,742 shares; 2025Q4: 13,349 shares 13,349 $827K 0.03% +8,607 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,369 shares; 2025Q3: 25,071 shares; 2025Q4: 28,272 shares 28,272 $826K 0.03% +3,201 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: 13,596 shares; 2024Q4: 13,338 shares; 2025Q1: 14,181 shares; 2025Q2: 3,911 shares; 2025Q3: 3,861 shares; 2025Q4: 3,793 shares 3,793 $823K 0.03% -68 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,977 shares; 2025Q1: 5,627 shares; 2025Q2: 3,154 shares; 2025Q3: 3,159 shares; 2025Q4: 3,358 shares 3,358 $822K 0.03% +199 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,616 shares; 2025Q1: 3,792 shares; 2025Q2: 3,801 shares; 2025Q3: 3,793 shares; 2025Q4: 3,889 shares 3,889 $821K 0.03% +96 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,775 shares; 2025Q1: 2,926 shares; 2025Q2: 4,104 shares; 2025Q3: 4,112 shares; 2025Q4: 4,163 shares 4,163 $821K 0.03% +51 Timeline XT 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: 20,682 shares; 2024Q4: 21,006 shares; 2025Q1: 20,040 shares; 2025Q2: 12,025 shares; 2025Q3: 12,025 shares; 2025Q4: 11,741 shares 11,741 $819K 0.03% -284 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 9,011 shares; 2025Q1: 16,307 shares; 2025Q2: 17,896 shares; 2025Q3: 21,141 shares; 2025Q4: 10,740 shares 10,740 $819K 0.03% -10,401 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 533 shares; 2025Q1: 1,135 shares; 2025Q2: 647 shares; 2025Q3: 697 shares; 2025Q4: 759 shares 759 $812K 0.03% +62 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares 2,399 $807K 0.03% new 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: 12,593 shares; 2024Q4: 10,288 shares; 2025Q1: 11,725 shares; 2025Q2: 11,625 shares; 2025Q3: 11,206 shares; 2025Q4: 11,277 shares 11,277 $805K 0.03% +71 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,833 shares; 2025Q1: 2,044 shares; 2025Q2: 2,525 shares; 2025Q3: 2,530 shares; 2025Q4: 2,564 shares 2,564 $803K 0.03% +34 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 10,147 shares; 2025Q1: 10,855 shares; 2025Q2: 10,812 shares; 2025Q3: 11,047 shares; 2025Q4: 11,060 shares 11,060 $802K 0.03% +13 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,405 shares; 2024Q4: 21,240 shares; 2025Q1: 21,148 shares; 2025Q2: 22,275 shares; 2025Q3: 22,661 shares; 2025Q4: 22,661 shares 22,661 $797K 0.03% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,523 shares; 2025Q2: 6,888 shares; 2025Q3: 6,894 shares; 2025Q4: 7,083 shares 7,083 $796K 0.03% +189 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,158 shares; 2025Q1: 27,258 shares; 2025Q2: 40,032 shares; 2025Q3: 28,146 shares; 2025Q4: 30,898 shares 30,898 $791K 0.03% +2,752 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 3,206 shares; 2025Q1: 25,733 shares; 2025Q2: 28,518 shares; 2025Q3: 23,435 shares; 2025Q4: 13,281 shares 13,281 $789K 0.03% -10,154 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,172 shares; 2025Q2: 12,880 shares; 2025Q3: 13,455 shares; 2025Q4: 13,415 shares 13,415 $786K 0.03% -40 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,654 shares; 2024Q4: 16,419 shares; 2025Q1: 16,419 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares; 2025Q4: 15,860 shares 15,860 $784K 0.03% -559 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 4,670 shares; 2025Q1: 4,267 shares; 2025Q2: 4,285 shares; 2025Q3: 3,476 shares; 2025Q4: 3,442 shares 3,442 $784K 0.03% -34 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,935 shares; 2025Q3: 4,048 shares; 2025Q4: 4,061 shares 4,061 $776K 0.03% +13 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,329 shares; 2025Q1: 7,309 shares; 2025Q2: 4,145 shares; 2025Q3: 4,876 shares; 2025Q4: 3,585 shares 3,585 $768K 0.03% -1,291 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,721 shares; 2025Q1: 6,604 shares; 2025Q2: 10,420 shares; 2025Q3: 5,519 shares; 2025Q4: 4,081 shares 4,081 $767K 0.03% -1,438 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest 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: 61,689 shares 61,689 $764K 0.03% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,997 shares; 2025Q1: 11,997 shares; 2025Q2: 11,997 shares; 2025Q3: 11,997 shares; 2025Q4: 15,046 shares 15,046 $761K 0.03% +3,049 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,467 shares; 2025Q4: 2,988 shares 2,988 $758K 0.03% -1,479 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.02% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,413 shares; 2025Q2: 3,631 shares; 2025Q3: 1,265 shares; 2025Q4: 3,706 shares 3,706 $754K 0.02% +2,441 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,064 shares; 2025Q2: 12,572 shares; 2025Q3: 15,414 shares; 2025Q4: 9,518 shares 9,518 $749K 0.02% -5,896 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: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,286 shares 3,286 $748K 0.02% -2 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,454 shares; 2025Q3: 10,049 shares; 2025Q4: 7,487 shares 7,487 $747K 0.02% -2,562 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL 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: 19,425 shares; 2025Q2: 12,444 shares; 2025Q3: 16,593 shares; 2025Q4: 14,920 shares 14,920 $747K 0.02% -1,673 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: not reported; 2025Q1: 6,703 shares; 2025Q2: 5,040 shares; 2025Q3: 5,569 shares; 2025Q4: 7,357 shares 7,357 $746K 0.02% +1,788 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,805 shares; 2025Q1: 3,493 shares; 2025Q2: 3,406 shares; 2025Q3: 3,983 shares; 2025Q4: 3,611 shares 3,611 $745K 0.02% -372 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,369 shares; 2025Q2: 5,848 shares; 2025Q3: 6,831 shares; 2025Q4: 5,899 shares 5,899 $735K 0.02% -932 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 892 shares; 2025Q3: 821 shares; 2025Q4: 1,497 shares 1,497 $734K 0.02% +676 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,665 shares; 2025Q3: 10,389 shares; 2025Q4: 10,884 shares 10,884 $729K 0.02% +495 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: 1,862 shares; 2024Q4: not reported; 2025Q1: 8,247 shares; 2025Q2: 5,116 shares; 2025Q3: 4,546 shares; 2025Q4: 4,475 shares 4,475 $728K 0.02% -71 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 11,985 shares; 2025Q1: 12,625 shares; 2025Q2: 2,090 shares; 2025Q3: 1,238 shares; 2025Q4: 1,256 shares 1,256 $728K 0.02% +18 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,571 shares; 2025Q3: 7,944 shares; 2025Q4: 7,456 shares 7,456 $724K 0.02% -488 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,644 shares; 2024Q4: 7,260 shares; 2025Q1: not reported; 2025Q2: 9,643 shares; 2025Q3: 7,964 shares; 2025Q4: 22,394 shares 22,394 $724K 0.02% +14,430 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,425 shares; 2025Q4: 4,430 shares 4,430 $723K 0.02% +5 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG 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: 2,238 shares; 2025Q3: not reported; 2025Q4: 4,710 shares 4,710 $718K 0.02% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,428 shares; 2025Q3: 11,299 shares; 2025Q4: 11,337 shares 11,337 $717K 0.02% +38 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 10,124 shares; 2025Q3: 10,111 shares; 2025Q4: 10,152 shares 10,152 $716K 0.02% +41 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 3,680 shares; 2025Q3: 3,934 shares; 2025Q4: 3,936 shares 3,936 $710K 0.02% +2 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: 1,791 shares; 2024Q4: 1,878 shares; 2025Q1: 1,852 shares; 2025Q2: 2,151 shares; 2025Q3: 2,146 shares; 2025Q4: 3,621 shares 3,621 $706K 0.02% +1,475 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,193 shares; 2024Q4: 28,413 shares; 2025Q1: 30,129 shares; 2025Q2: 29,385 shares; 2025Q3: 29,529 shares; 2025Q4: 29,397 shares 29,397 $703K 0.02% -132 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 6,143 shares; 2025Q3: 8,012 shares; 2025Q4: 10,316 shares 10,316 $697K 0.02% +2,304 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,413 shares; 2025Q1: 2,565 shares; 2025Q2: 2,224 shares; 2025Q3: 2,229 shares; 2025Q4: 2,300 shares 2,300 $695K 0.02% +71 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 17,460 shares; 2025Q1: 17,790 shares; 2025Q2: 18,216 shares; 2025Q3: 18,545 shares; 2025Q4: 17,289 shares 17,289 $689K 0.02% -1,256 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: 8,168 shares; 2024Q4: 8,266 shares; 2025Q1: 7,614 shares; 2025Q2: 7,596 shares; 2025Q3: 7,702 shares; 2025Q4: 9,287 shares 9,287 $684K 0.02% +1,585 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 46,942 shares; 2025Q3: 39,251 shares; 2025Q4: 39,625 shares 39,625 $684K 0.02% +374 Timeline ITT ITT INC More: the full row for ITT 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: 3,412 shares; 2025Q2: 3,801 shares; 2025Q3: 3,805 shares; 2025Q4: 3,902 shares 3,902 $677K 0.02% +97 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 2,081 shares; 2025Q1: not reported; 2025Q2: 5,010 shares; 2025Q3: 5,780 shares; 2025Q4: 6,290 shares 6,290 $674K 0.02% +510 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,630 shares; 2025Q1: 19,503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,538 shares 17,538 $673K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,189 shares; 2025Q1: 2,456 shares; 2025Q2: 3,449 shares; 2025Q3: 3,821 shares; 2025Q4: 3,100 shares 3,100 $673K 0.02% -721 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,264 shares; 2025Q2: 3,786 shares; 2025Q3: 3,702 shares; 2025Q4: 3,630 shares 3,630 $672K 0.02% -72 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: 13,130 shares; 2024Q4: 13,769 shares; 2025Q1: 11,412 shares; 2025Q2: 11,039 shares; 2025Q3: 11,107 shares; 2025Q4: 11,639 shares 11,639 $671K 0.02% +532 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,586 shares; 2025Q1: 3,419 shares; 2025Q2: 6,630 shares; 2025Q3: 6,676 shares; 2025Q4: 4,337 shares 4,337 $668K 0.02% -2,339 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: 4,735 shares; 2024Q4: 4,785 shares; 2025Q1: 5,086 shares; 2025Q2: 4,844 shares; 2025Q3: 4,851 shares; 2025Q4: 8,214 shares 8,214 $667K 0.02% +3,363 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 5,154 shares; 2025Q4: 6,028 shares 6,028 $659K 0.02% +874 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,099 shares; 2024Q4: 473,739 shares; 2025Q1: 490,424 shares; 2025Q2: 15,314 shares; 2025Q3: 14,510 shares; 2025Q4: 27,357 shares 27,357 $658K 0.02% +12,847 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 6,140 shares; 2025Q1: 5,655 shares; 2025Q2: 5,332 shares; 2025Q3: 5,771 shares; 2025Q4: 5,771 shares 5,771 $657K 0.02% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 4,569 shares; 2025Q3: 6,046 shares; 2025Q4: 6,534 shares 6,534 $656K 0.02% +488 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: not reported; 2025Q1: 2,401 shares; 2025Q2: 12,391 shares; 2025Q3: 12,171 shares; 2025Q4: 5,927 shares 5,927 $653K 0.02% -6,244 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: not reported; 2025Q1: 11,599 shares; 2025Q2: 11,496 shares; 2025Q3: 11,695 shares; 2025Q4: 10,982 shares 10,982 $643K 0.02% -713 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: not reported; 2025Q4: 5,978 shares 5,978 $643K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,204 shares 2,204 $640K 0.02% new Timeline EEMV 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: 92,470 shares; 2024Q4: 91,138 shares; 2025Q1: 86,231 shares; 2025Q2: 9,915 shares; 2025Q3: 9,915 shares; 2025Q4: 9,939 shares 9,939 $636K 0.02% +24 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 683 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares 1,143 $632K 0.02% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: not reported; 2025Q1: 33,100 shares; 2025Q2: 20,434 shares; 2025Q3: 18,162 shares; 2025Q4: 20,912 shares 20,912 $631K 0.02% +2,750 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,656 shares; 2025Q1: 2,529 shares; 2025Q2: 2,502 shares; 2025Q3: 2,483 shares; 2025Q4: 2,608 shares 2,608 $629K 0.02% +125 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,259 shares; 2025Q4: 2,808 shares 2,808 $628K 0.02% +549 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 2,231 shares; 2025Q3: 2,249 shares; 2025Q4: 2,475 shares 2,475 $626K 0.02% +226 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,792 shares; 2024Q4: 143,635 shares; 2025Q1: 146,102 shares; 2025Q2: 149,005 shares; 2025Q3: 147,243 shares; 2025Q4: 23,521 shares 23,521 $619K 0.02% -123,722 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,029 shares; 2025Q2: 3,105 shares; 2025Q3: 3,505 shares; 2025Q4: 2,545 shares 2,545 $618K 0.02% -960 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,548 shares; 2025Q3: 5,259 shares; 2025Q4: 5,021 shares 5,021 $618K 0.02% -238 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: 2,967 shares; 2024Q4: 3,025 shares; 2025Q1: 3,297 shares; 2025Q2: 3,227 shares; 2025Q3: 2,987 shares; 2025Q4: 3,475 shares 3,475 $617K 0.02% +488 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,730 shares; 2025Q1: 2,396 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,484 shares 2,484 $614K 0.02% +65 Timeline IXUS 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: 25,938 shares; 2024Q4: 25,477 shares; 2025Q1: 24,688 shares; 2025Q2: 7,638 shares; 2025Q3: 7,638 shares; 2025Q4: 7,233 shares 7,233 $612K 0.02% -405 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,457 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 6,711 shares; 2025Q4: 6,422 shares 6,422 $606K 0.02% -289 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: 37,943 shares; 2024Q4: 36,881 shares; 2025Q1: 38,576 shares; 2025Q2: 5,545 shares; 2025Q3: 5,231 shares; 2025Q4: 5,314 shares 5,314 $605K 0.02% +83 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,064 shares; 2025Q3: 7,980 shares; 2025Q4: 8,058 shares 8,058 $598K 0.02% +78 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 2,150 shares; 2025Q2: 1,938 shares; 2025Q3: 1,940 shares; 2025Q4: 1,943 shares 1,943 $595K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: 5,638 shares; 2025Q2: 5,602 shares; 2025Q3: 5,602 shares; 2025Q4: 11,024 shares 11,024 $593K 0.02% +5,422 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: 8,358 shares; 2024Q4: 7,320 shares; 2025Q1: 7,467 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 5,513 shares 5,513 $590K 0.02% +162 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 947 shares; 2025Q3: 1,263 shares; 2025Q4: 2,666 shares 2,666 $586K 0.02% +1,403 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,868 shares; 2024Q4: 19,277 shares; 2025Q1: 18,328 shares; 2025Q2: 10,407 shares; 2025Q3: not reported; 2025Q4: 15,592 shares 15,592 $585K 0.02% new Timeline HYMB 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: 28,689 shares; 2024Q4: 28,689 shares; 2025Q1: 28,689 shares; 2025Q2: 23,340 shares; 2025Q3: 23,340 shares; 2025Q4: 23,340 shares 23,340 $582K 0.02% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,121 shares 8,121 $580K 0.02% new 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: 596 shares; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,189 shares; 2025Q3: 1,236 shares; 2025Q4: 1,241 shares 1,241 $579K 0.02% +5 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 11,574 shares; 2025Q1: 20,280 shares; 2025Q2: 38,141 shares; 2025Q3: 17,758 shares; 2025Q4: 21,216 shares 21,216 $576K 0.02% +3,458 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 6,971 shares; 2025Q2: 6,903 shares; 2025Q3: 6,185 shares; 2025Q4: 4,548 shares 4,548 $576K 0.02% -1,637 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,963 shares; 2025Q3: 4,487 shares; 2025Q4: 6,007 shares 6,007 $573K 0.02% +1,520 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,352 shares; 2025Q4: 2,481 shares 2,481 $570K 0.02% +129 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,268 shares; 2025Q2: 44,955 shares; 2025Q3: 48,458 shares; 2025Q4: 48,776 shares 48,776 $570K 0.02% +318 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,054 shares; 2025Q4: 15,453 shares 15,453 $570K 0.02% +9,399 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: 13,432 shares; 2025Q1: 27,134 shares; 2025Q2: 32,551 shares; 2025Q3: 29,988 shares; 2025Q4: 10,941 shares 10,941 $566K 0.02% -19,047 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,661 shares; 2025Q3: 20,748 shares; 2025Q4: 20,797 shares 20,797 $564K 0.02% +49 Timeline EFAV 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: 6,479 shares; 2024Q4: 6,479 shares; 2025Q1: 6,559 shares; 2025Q2: 6,492 shares; 2025Q3: 6,492 shares; 2025Q4: 6,530 shares 6,530 $563K 0.02% +38 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,154 shares; 2024Q4: 16,896 shares; 2025Q1: 17,829 shares; 2025Q2: 17,486 shares; 2025Q3: 17,689 shares; 2025Q4: 3,101 shares 3,101 $562K 0.02% -14,588 Timeline