GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300,000 shares 1,300,000 $111M 7.72% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002,967 shares 1,002,967 $96.6M 6.72% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,096,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,435,462 shares 2,435,462 $62.9M 4.37% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,500 shares; 2024Q4: 242,500 shares; 2025Q1: 242,572 shares; 2025Q2: 242,572 shares; 2025Q3: 242,572 shares; 2025Q4: 242,572 shares 242,572 $61.4M 4.27% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,173 shares; 2024Q4: 59,502 shares; 2025Q1: 185,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 464,396 shares 464,396 $51.2M 3.56% new 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: 184,050 shares; 2024Q4: 147,650 shares; 2025Q1: 173,550 shares; 2025Q2: 173,550 shares; 2025Q3: 162,750 shares; 2025Q4: 152,150 shares 152,150 $49M 3.41% -10,600 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: 83,300 shares; 2024Q4: 105,100 shares; 2025Q1: 84,000 shares; 2025Q2: 147,400 shares; 2025Q3: 184,800 shares; 2025Q4: 146,500 shares 146,500 $45.9M 3.19% -38,300 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: 131,500 shares; 2024Q4: 183,500 shares; 2025Q1: 189,000 shares; 2025Q2: 190,700 shares; 2025Q3: 190,500 shares; 2025Q4: 175,900 shares 175,900 $31.2M 2.17% -14,600 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: 93,970 shares; 2024Q4: 85,370 shares; 2025Q1: 59,500 shares; 2025Q2: 114,900 shares; 2025Q3: 135,100 shares; 2025Q4: 133,800 shares 133,800 $30.9M 2.15% -1,300 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 214,600 shares; 2025Q2: 349,400 shares; 2025Q3: 349,400 shares; 2025Q4: 315,000 shares 315,000 $29.4M 2.04% -34,400 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: 343,100 shares; 2024Q4: 503,600 shares; 2025Q1: 503,600 shares; 2025Q2: 606,400 shares; 2025Q3: 569,400 shares; 2025Q4: 515,700 shares 515,700 $28.4M 1.97% -53,700 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: not reported; 2025Q1: not reported; 2025Q2: 21,700 shares; 2025Q3: 21,700 shares; 2025Q4: 22,500 shares 22,500 $24.1M 1.67% +800 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: 73,030 shares; 2024Q4: 78,830 shares; 2025Q1: 50,430 shares; 2025Q2: 50,430 shares; 2025Q3: 39,330 shares; 2025Q4: 48,730 shares 48,730 $23.6M 1.64% +9,400 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: 64,200 shares; 2024Q4: 129,800 shares; 2025Q1: 131,200 shares; 2025Q2: 91,900 shares; 2025Q3: 91,900 shares; 2025Q4: 75,300 shares 75,300 $23.2M 1.61% -16,600 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,400 shares; 2024Q4: 305,100 shares; 2025Q1: 254,100 shares; 2025Q2: 172,300 shares; 2025Q3: 186,900 shares; 2025Q4: 180,000 shares 180,000 $22.5M 1.56% -6,900 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,890 shares; 2024Q4: 239,890 shares; 2025Q1: 248,190 shares; 2025Q2: 252,590 shares; 2025Q3: 250,890 shares; 2025Q4: 189,690 shares 189,690 $22.2M 1.55% -61,200 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: 256,470 shares; 2024Q4: 285,970 shares; 2025Q1: 285,970 shares; 2025Q2: 310,770 shares; 2025Q3: 285,270 shares; 2025Q4: 282,070 shares 282,070 $21.7M 1.51% -3,200 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: 256,800 shares; 2024Q4: 243,300 shares; 2025Q1: 249,500 shares; 2025Q2: 206,700 shares; 2025Q3: 206,800 shares; 2025Q4: 193,100 shares 193,100 $21.5M 1.5% -13,700 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: 185,150 shares; 2024Q4: 111,550 shares; 2025Q1: 7,410 shares; 2025Q2: 3,710 shares; 2025Q3: 197,910 shares; 2025Q4: 198,100 shares 198,100 $20.9M 1.45% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,400 shares; 2025Q3: 140,700 shares; 2025Q4: 135,700 shares 135,700 $20.8M 1.45% -5,000 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: 99,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,500 shares; 2025Q4: 260,200 shares 260,200 $20.6M 1.44% -1,300 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: 12,810 shares; 2024Q4: 13,610 shares; 2025Q1: 24,010 shares; 2025Q2: 28,510 shares; 2025Q3: 23,810 shares; 2025Q4: 30,710 shares 30,710 $20.3M 1.41% +6,900 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: 79,800 shares; 2024Q4: 74,500 shares; 2025Q1: 77,700 shares; 2025Q2: 56,600 shares; 2025Q3: 70,300 shares; 2025Q4: 67,900 shares 67,900 $20.1M 1.4% -2,400 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: 116,100 shares; 2024Q4: 154,100 shares; 2025Q1: 83,800 shares; 2025Q2: 83,800 shares; 2025Q3: 83,500 shares; 2025Q4: 112,500 shares 112,500 $19.5M 1.36% +29,000 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199,300 shares; 2025Q1: 293,000 shares; 2025Q2: 383,900 shares; 2025Q3: 381,600 shares; 2025Q4: 313,800 shares 313,800 $18.4M 1.28% -67,800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,300 shares; 2025Q4: 66,000 shares 66,000 $17.9M 1.24% -2,300 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: 39,600 shares; 2024Q4: 30,700 shares; 2025Q1: 32,300 shares; 2025Q2: 32,300 shares; 2025Q3: 22,300 shares; 2025Q4: 21,500 shares 21,500 $17.6M 1.23% -800 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: 158,400 shares; 2025Q2: 222,000 shares; 2025Q3: 222,000 shares; 2025Q4: 193,400 shares 193,400 $16.9M 1.18% -28,600 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,153 shares; 2025Q2: 30,459 shares; 2025Q3: 27,800 shares; 2025Q4: 26,955 shares 26,955 $16.9M 1.18% -845 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: 60,700 shares; 2024Q4: 54,700 shares; 2025Q1: 57,700 shares; 2025Q2: 66,700 shares; 2025Q3: 55,100 shares; 2025Q4: 47,100 shares 47,100 $16.5M 1.15% -8,000 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: not reported; 2024Q4: 99,000 shares; 2025Q1: 183,800 shares; 2025Q2: 227,700 shares; 2025Q3: 227,700 shares; 2025Q4: 187,000 shares 187,000 $16.3M 1.14% -40,700 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,600 shares; 2025Q3: 94,200 shares; 2025Q4: 93,400 shares 93,400 $16.2M 1.13% -800 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,100 shares; 2025Q4: 31,200 shares 31,200 $15.9M 1.11% +8,100 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: 132,500 shares; 2024Q4: 17,200 shares; 2025Q1: 47,400 shares; 2025Q2: 47,400 shares; 2025Q3: 45,300 shares; 2025Q4: 44,068 shares 44,068 $15.3M 1.06% -1,232 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: 97,050 shares; 2024Q4: 91,950 shares; 2025Q1: 65,650 shares; 2025Q2: 65,650 shares; 2025Q3: 79,850 shares; 2025Q4: 77,050 shares 77,050 $14.3M 0.99% -2,800 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: 117,700 shares; 2024Q4: 80,600 shares; 2025Q1: 85,500 shares; 2025Q2: 85,500 shares; 2025Q3: 111,700 shares; 2025Q4: 110,300 shares 110,300 $14.1M 0.98% -1,400 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: 561,390 shares; 2024Q4: 278,590 shares; 2025Q1: 278,590 shares; 2025Q2: 401,890 shares; 2025Q3: 349,890 shares; 2025Q4: 335,290 shares 335,290 $13.7M 0.95% -14,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,400 shares; 2025Q3: 76,400 shares; 2025Q4: 74,000 shares 74,000 $13.6M 0.94% -2,400 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,370 shares; 2024Q4: 669,370 shares; 2025Q1: 669,370 shares; 2025Q2: 620,870 shares; 2025Q3: 417,070 shares; 2025Q4: 417,070 shares 417,070 $13.4M 0.93% 0 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: 5,010 shares; 2024Q4: 110 shares; 2025Q1: 51,010 shares; 2025Q2: 110 shares; 2025Q3: 57,410 shares; 2025Q4: 57,010 shares 57,010 $13M 0.91% -400 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD 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: not reported; 2025Q2: not reported; 2025Q3: 243,600 shares; 2025Q4: 272,000 shares 272,000 $12.7M 0.89% +28,400 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: 43,800 shares; 2024Q4: 37,000 shares; 2025Q1: 64,900 shares; 2025Q2: 64,900 shares; 2025Q3: 64,900 shares; 2025Q4: 61,400 shares 61,400 $12.7M 0.88% -3,500 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 255,110 shares; 2025Q3: 405,910 shares; 2025Q4: 287,310 shares 287,310 $12.5M 0.87% -118,600 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: 45,100 shares; 2024Q4: 40,600 shares; 2025Q1: 62,300 shares; 2025Q2: 22,100 shares; 2025Q3: 41,600 shares; 2025Q4: 40,700 shares 40,700 $12.4M 0.87% -900 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,300 shares; 2024Q4: 64,800 shares; 2025Q1: 67,400 shares; 2025Q2: 67,400 shares; 2025Q3: 32,700 shares; 2025Q4: 31,800 shares 31,800 $11.8M 0.82% -900 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: 81,640 shares; 2024Q4: 77,240 shares; 2025Q1: 41,100 shares; 2025Q2: 42,000 shares; 2025Q3: 41,200 shares; 2025Q4: 36,200 shares 36,200 $11.5M 0.8% -5,000 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 68,380 shares; 2025Q3: 91,280 shares; 2025Q4: 91,280 shares 91,280 $11.2M 0.78% 0 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: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 33,500 shares; 2025Q4: 59,670 shares 59,670 $11.1M 0.77% +26,170 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: 51,700 shares; 2024Q4: 48,100 shares; 2025Q1: 53,500 shares; 2025Q2: 53,500 shares; 2025Q3: 32,300 shares; 2025Q4: 31,100 shares 31,100 $10.9M 0.76% -1,200 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: 1,610 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 100,400 shares; 2025Q4: 70,800 shares 70,800 $10.8M 0.75% -29,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,800 shares; 2025Q4: 65,600 shares 65,600 $10.7M 0.74% -46,200 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: 23,100 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 9,200 shares; 2025Q3: 108,600 shares; 2025Q4: 73,400 shares 73,400 $10.5M 0.73% -35,200 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332,490 shares; 2024Q4: 1,332,490 shares; 2025Q1: 1,332,490 shares; 2025Q2: 1,001,790 shares; 2025Q3: 750,690 shares; 2025Q4: 638,490 shares 638,490 $10.5M 0.73% -112,200 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,700 shares 87,700 $10.5M 0.73% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,100 shares 49,100 $10.1M 0.7% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,780 shares; 2024Q4: 71,180 shares; 2025Q1: 131,600 shares; 2025Q2: 132,400 shares; 2025Q3: 69,900 shares; 2025Q4: 67,500 shares 67,500 $9.67M 0.67% -2,400 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: 100,800 shares; 2025Q2: 131,000 shares; 2025Q3: 91,900 shares; 2025Q4: 91,900 shares 91,900 $8.93M 0.62% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $8.57M 0.6% 0 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 49,100 shares; 2025Q4: 48,100 shares 48,100 $8.35M 0.58% -1,000 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391,300 shares; 2025Q4: 361,100 shares 361,100 $8.07M 0.56% -30,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,300 shares; 2025Q3: 38,800 shares; 2025Q4: 29,000 shares 29,000 $7.98M 0.56% -9,800 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,100 shares; 2024Q4: 26,600 shares; 2025Q1: 33,800 shares; 2025Q2: 33,800 shares; 2025Q3: 15,700 shares; 2025Q4: 15,200 shares 15,200 $7.94M 0.55% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,300 shares; 2025Q3: 92,700 shares; 2025Q4: 59,600 shares 59,600 $7.89M 0.55% -33,100 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: 76,230 shares; 2024Q4: 117,930 shares; 2025Q1: 9,230 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 69,030 shares 69,030 $7.85M 0.55% +67,000 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,900 shares; 2024Q4: 172,400 shares; 2025Q1: 172,400 shares; 2025Q2: 172,400 shares; 2025Q3: 98,200 shares; 2025Q4: 95,700 shares 95,700 $7.55M 0.53% -2,500 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 364,400 shares; 2025Q4: 364,400 shares 364,400 $7.39M 0.51% 0 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 35,400 shares 35,400 $5.71M 0.4% +34,300 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239,932 shares; 2025Q1: 43,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,406 shares 99,406 $5.26M 0.37% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,980 shares; 2024Q4: 24,680 shares; 2025Q1: 24,680 shares; 2025Q2: 24,680 shares; 2025Q3: 380 shares; 2025Q4: 205,080 shares 205,080 $5.11M 0.36% +204,700 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: 50,100 shares; 2024Q4: 50,100 shares; 2025Q1: 60,500 shares; 2025Q2: 23,800 shares; 2025Q3: 18,800 shares; 2025Q4: 16,800 shares 16,800 $4.57M 0.32% -2,000 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: 12,520 shares; 2024Q4: 9,520 shares; 2025Q1: 15,720 shares; 2025Q2: 15,720 shares; 2025Q3: 3,120 shares; 2025Q4: 3,020 shares 3,020 $3.25M 0.23% -100 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,867 shares 34,867 $2.81M 0.2% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,579 shares; 2024Q4: 88,579 shares; 2025Q1: 88,579 shares; 2025Q2: 88,579 shares; 2025Q3: 88,579 shares; 2025Q4: 88,579 shares 88,579 $2.24M 0.16% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,260 shares; 2024Q4: 38,260 shares; 2025Q1: 334,060 shares; 2025Q2: 212,760 shares; 2025Q3: 32,160 shares; 2025Q4: 28,460 shares 28,460 $1.71M 0.12% -3,700 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: 65,290 shares; 2024Q4: 85,690 shares; 2025Q1: 67,790 shares; 2025Q2: 92,290 shares; 2025Q3: 88,390 shares; 2025Q4: 7,090 shares 7,090 $1.38M 0.1% -81,300 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: 289,560 shares; 2024Q4: 194,960 shares; 2025Q1: 204,210 shares; 2025Q2: 164,310 shares; 2025Q3: 22,310 shares; 2025Q4: 19,610 shares 19,610 $1.37M 0.1% -2,700 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 2,110 shares; 2025Q4: 13,300 shares 13,300 $1.25M 0.09% +11,190 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: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $1.11M 0.08% 0 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: not reported; 2025Q3: 7,100 shares; 2025Q4: 6,400 shares 6,400 $1.04M 0.07% -700 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,557 shares; 2024Q4: 35,557 shares; 2025Q1: 35,557 shares; 2025Q2: 35,557 shares; 2025Q3: 35,557 shares; 2025Q4: 35,557 shares 35,557 $831K 0.06% 0 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: 17,700 shares; 2024Q4: 16,900 shares; 2025Q1: 17,500 shares; 2025Q2: 16,700 shares; 2025Q3: 11,600 shares; 2025Q4: 900 shares 900 $776K 0.05% -10,700 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: 68,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,100 shares; 2025Q3: 4,700 shares; 2025Q4: 4,200 shares 4,200 $737K 0.05% -500 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: 4,700 shares; 2024Q4: 17,500 shares; 2025Q1: 28,900 shares; 2025Q2: 3,400 shares; 2025Q3: 4,100 shares; 2025Q4: 2,700 shares 2,700 $715K 0.05% -1,400 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 381,700 shares; 2025Q1: 34,400 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares 12,800 $630K 0.04% 0 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: 40,970 shares; 2024Q4: 38,270 shares; 2025Q1: 32,770 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares 1,770 $609K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,200 shares; 2024Q4: 4,300 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $547K 0.04% 0 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: 37,500 shares; 2024Q4: 35,800 shares; 2025Q1: 25,500 shares; 2025Q2: 30,200 shares; 2025Q3: 3,100 shares; 2025Q4: 1,100 shares 1,100 $539K 0.04% -2,000 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: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares 2,680 $523K 0.04% 0 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: 126,900 shares; 2024Q4: 86,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $465K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 78,400 shares; 2025Q2: 80,600 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $458K 0.03% 0 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: 226,250 shares; 2024Q4: 147,300 shares; 2025Q1: 151,200 shares; 2025Q2: 236,500 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $445K 0.03% 0 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: 2,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 900 shares 900 $419K 0.03% -400 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: 60,510 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $411K 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $381K 0.03% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,170 shares; 2024Q4: 117,170 shares; 2025Q1: 116,200 shares; 2025Q2: 150,800 shares; 2025Q3: 148,400 shares; 2025Q4: 4,000 shares 4,000 $381K 0.03% -144,400 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,200 shares; 2024Q4: 75,600 shares; 2025Q1: 75,600 shares; 2025Q2: 48,100 shares; 2025Q3: 35,600 shares; 2025Q4: 1,830 shares 1,830 $372K 0.03% -33,770 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: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 24,340 shares; 2025Q2: 24,340 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740 $358K 0.02% 0 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $320K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $306K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $288K 0.02% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,470 shares; 2024Q4: 6,520 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $268K 0.02% 0 Timeline GNMA 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: 4,553 shares; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares 4,553 $203K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740 $192K 0.01% 0 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: 129,900 shares; 2024Q4: 122,200 shares; 2025Q1: 79,300 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $178K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,000 shares; 2024Q4: 86,300 shares; 2025Q1: 18,200 shares; 2025Q2: 10,400 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $170K 0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,760 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares 3,910 $135K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,600 shares; 2024Q4: 64,300 shares; 2025Q1: 67,100 shares; 2025Q2: 63,700 shares; 2025Q3: 3,500 shares; 2025Q4: 500 shares 500 $129K 0.01% -3,000 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: 106,500 shares; 2024Q4: 50,400 shares; 2025Q1: 57,800 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,000 shares 1,000 $126K 0.01% -400 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 10,210 shares; 2025Q1: 10,210 shares; 2025Q2: 10,210 shares; 2025Q3: 10,210 shares; 2025Q4: 10,210 shares 10,210 $121K 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares 853 $94K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares 1,955 $61K <0.01% new 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: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares 1,160 $23K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,570 shares; 2024Q4: 4,570 shares; 2025Q1: 227,470 shares; 2025Q2: 114,270 shares; 2025Q3: 4,570 shares; 2025Q4: 270 shares 270 $15K <0.01% -4,300 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares; 2025Q4: 360 shares 360 $10K <0.01% -6,000 Timeline