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: 1,307,304 shares; 2024Q4: 6,010,881 shares; 2025Q1: 4,187,397 shares; 2025Q2: 2,005,126 shares; 2025Q3: 1,659,970 shares; 2025Q4: 1,660,043 shares 1,660,043 $344M 4.41% +73 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: 1,338,050 shares; 2024Q4: 1,354,382 shares; 2025Q1: 1,346,492 shares; 2025Q2: 1,288,720 shares; 2025Q3: 1,253,616 shares; 2025Q4: 1,233,646 shares 1,233,646 $335M 4.3% -19,970 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: 505,091 shares; 2024Q4: 460,111 shares; 2025Q1: 447,853 shares; 2025Q2: 439,635 shares; 2025Q3: 429,680 shares; 2025Q4: 426,940 shares 426,940 $206M 2.65% -2,740 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: 103,263 shares; 2024Q4: 898,429 shares; 2025Q1: 910,685 shares; 2025Q2: 975,116 shares; 2025Q3: 952,998 shares; 2025Q4: 1,038,531 shares 1,038,531 $194M 2.49% +85,533 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: 71,431 shares; 2024Q4: 538,389 shares; 2025Q1: 502,938 shares; 2025Q2: 476,640 shares; 2025Q3: 466,332 shares; 2025Q4: 457,023 shares 457,023 $158M 2.03% -9,309 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: 478,369 shares; 2024Q4: 446,577 shares; 2025Q1: 443,024 shares; 2025Q2: 437,680 shares; 2025Q3: 429,700 shares; 2025Q4: 423,257 shares 423,257 $136M 1.75% -6,443 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: 201,032 shares; 2024Q4: 203,396 shares; 2025Q1: 203,490 shares; 2025Q2: 199,425 shares; 2025Q3: 198,984 shares; 2025Q4: 194,995 shares 194,995 $133M 1.71% -3,989 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: 502,904 shares; 2024Q4: 530,664 shares; 2025Q1: 532,666 shares; 2025Q2: 529,713 shares; 2025Q3: 528,355 shares; 2025Q4: 526,499 shares 526,499 $122M 1.56% -1,856 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: 166,014 shares; 2024Q4: 171,376 shares; 2025Q1: 188,479 shares; 2025Q2: 189,035 shares; 2025Q3: 194,344 shares; 2025Q4: 194,598 shares 194,598 $120M 1.53% +254 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: 215,957 shares; 2024Q4: 228,714 shares; 2025Q1: 234,720 shares; 2025Q2: 357,860 shares; 2025Q3: 359,510 shares; 2025Q4: 354,860 shares 354,860 $119M 1.53% -4,650 Timeline VB 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: 385,971 shares; 2024Q4: 440,947 shares; 2025Q1: 448,555 shares; 2025Q2: 441,387 shares; 2025Q3: 451,808 shares; 2025Q4: 452,974 shares 452,974 $117M 1.5% +1,166 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: 371,350 shares; 2024Q4: 379,525 shares; 2025Q1: 387,060 shares; 2025Q2: 357,907 shares; 2025Q3: 355,128 shares; 2025Q4: 352,294 shares 352,294 $110M 1.41% -2,834 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: 408,873 shares; 2024Q4: 396,057 shares; 2025Q1: 394,914 shares; 2025Q2: 354,478 shares; 2025Q3: 349,916 shares; 2025Q4: 347,606 shares 347,606 $109M 1.4% -2,310 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: 143,665 shares; 2024Q4: 164,294 shares; 2025Q1: 156,214 shares; 2025Q2: 157,289 shares; 2025Q3: 157,181 shares; 2025Q4: 153,970 shares 153,970 $102M 1.3% -3,211 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: 229,900 shares; 2024Q4: 351,739 shares; 2025Q1: 382,512 shares; 2025Q2: 385,505 shares; 2025Q3: 351,352 shares; 2025Q4: 338,893 shares 338,893 $96.7M 1.24% -12,459 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: 122,726 shares; 2024Q4: 134,822 shares; 2025Q1: 134,555 shares; 2025Q2: 137,423 shares; 2025Q3: 139,479 shares; 2025Q4: 140,600 shares 140,600 $96.3M 1.24% +1,121 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,104 shares; 2024Q4: 412,727 shares; 2025Q1: 419,543 shares; 2025Q2: 425,220 shares; 2025Q3: 428,191 shares; 2025Q4: 427,145 shares 427,145 $84.8M 1.09% -1,046 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: 471,784 shares; 2024Q4: 454,945 shares; 2025Q1: 460,730 shares; 2025Q2: 453,078 shares; 2025Q3: 453,796 shares; 2025Q4: 451,844 shares 451,844 $80.2M 1.03% -1,952 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: 494,722 shares; 2024Q4: 519,217 shares; 2025Q1: 518,633 shares; 2025Q2: 528,524 shares; 2025Q3: 537,726 shares; 2025Q4: 543,929 shares 543,929 $78.1M 1% +6,203 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: 834,585 shares; 2024Q4: 887,369 shares; 2025Q1: 900,651 shares; 2025Q2: 949,121 shares; 2025Q3: 993,120 shares; 2025Q4: 1,016,807 shares 1,016,807 $74.8M 0.96% +23,687 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: 58,295 shares; 2024Q4: 53,328 shares; 2025Q1: 53,385 shares; 2025Q2: 54,182 shares; 2025Q3: 63,627 shares; 2025Q4: 62,218 shares 62,218 $66.9M 0.86% -1,409 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: 594,425 shares; 2025Q1: 594,718 shares; 2025Q2: 476,943 shares; 2025Q3: 424,777 shares; 2025Q4: 378,825 shares 378,825 $64.8M 0.83% -45,952 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: 66,965 shares; 2024Q4: 62,463 shares; 2025Q1: 81,013 shares; 2025Q2: 68,926 shares; 2025Q3: 84,191 shares; 2025Q4: 83,741 shares 83,741 $64.6M 0.83% -450 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: 96,006 shares; 2024Q4: 111,606 shares; 2025Q1: 112,248 shares; 2025Q2: 112,662 shares; 2025Q3: 112,996 shares; 2025Q4: 112,090 shares 112,090 $64.2M 0.82% -906 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,686 shares; 2024Q4: 533,751 shares; 2025Q1: 509,501 shares; 2025Q2: 413,075 shares; 2025Q3: 385,488 shares; 2025Q4: 337,311 shares 337,311 $62.3M 0.8% -48,177 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: 210,789 shares; 2024Q4: 202,399 shares; 2025Q1: 183,812 shares; 2025Q2: 183,241 shares; 2025Q3: 182,782 shares; 2025Q4: 175,327 shares 175,327 $61.5M 0.79% -7,455 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: 192,814 shares; 2024Q4: 166,073 shares; 2025Q1: 167,897 shares; 2025Q2: 165,149 shares; 2025Q3: 164,500 shares; 2025Q4: 160,937 shares 160,937 $59.5M 0.76% -3,563 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: 797,674 shares; 2024Q4: 730,241 shares; 2025Q1: 726,304 shares; 2025Q2: 718,110 shares; 2025Q3: 712,597 shares; 2025Q4: 712,032 shares 712,032 $54.8M 0.7% -565 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: 128,464 shares; 2024Q4: 365,499 shares; 2025Q1: 362,818 shares; 2025Q2: 490,939 shares; 2025Q3: 488,068 shares; 2025Q4: 487,032 shares 487,032 $54.3M 0.7% -1,036 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: 110,620 shares; 2024Q4: 108,274 shares; 2025Q1: 110,898 shares; 2025Q2: 109,604 shares; 2025Q3: 108,438 shares; 2025Q4: 107,491 shares 107,491 $54M 0.69% -947 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: 150,079 shares; 2024Q4: 149,333 shares; 2025Q1: 155,536 shares; 2025Q2: 156,212 shares; 2025Q3: 159,339 shares; 2025Q4: 151,071 shares 151,071 $52M 0.67% -8,268 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: 984,690 shares; 2024Q4: 950,045 shares; 2025Q1: 940,064 shares; 2025Q2: 921,816 shares; 2025Q3: 899,808 shares; 2025Q4: 899,247 shares 899,247 $49.5M 0.63% -561 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: 474,065 shares; 2024Q4: 468,903 shares; 2025Q1: 443,373 shares; 2025Q2: 442,824 shares; 2025Q3: 443,116 shares; 2025Q4: 446,260 shares 446,260 $47M 0.6% +3,144 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,175 shares; 2024Q4: 248,953 shares; 2025Q1: 233,968 shares; 2025Q2: 183,275 shares; 2025Q3: 170,725 shares; 2025Q4: 164,907 shares 164,907 $46M 0.59% -5,818 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,789 shares; 2024Q4: 333,107 shares; 2025Q1: 339,689 shares; 2025Q2: 249,271 shares; 2025Q3: 193,445 shares; 2025Q4: 119,303 shares 119,303 $44M 0.56% -74,142 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: 41,327 shares; 2025Q1: 41,791 shares; 2025Q2: 41,143 shares; 2025Q3: 41,139 shares; 2025Q4: 40,791 shares 40,791 $43.7M 0.56% -348 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: 221,266 shares; 2024Q4: 222,508 shares; 2025Q1: 237,120 shares; 2025Q2: 237,079 shares; 2025Q3: 235,393 shares; 2025Q4: 223,636 shares 223,636 $43.6M 0.56% -11,757 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: 63,579 shares; 2024Q4: 63,556 shares; 2025Q1: 63,617 shares; 2025Q2: 60,200 shares; 2025Q3: 57,596 shares; 2025Q4: 57,212 shares 57,212 $43.1M 0.55% -384 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: 238,397 shares; 2024Q4: 234,152 shares; 2025Q1: 237,714 shares; 2025Q2: 234,550 shares; 2025Q3: 232,834 shares; 2025Q4: 230,480 shares 230,480 $42.3M 0.54% -2,354 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: 131,097 shares; 2024Q4: 154,686 shares; 2025Q1: 154,128 shares; 2025Q2: 140,538 shares; 2025Q3: 140,788 shares; 2025Q4: 139,750 shares 139,750 $41.4M 0.53% -1,038 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: 635,170 shares; 2024Q4: 2,136,379 shares; 2025Q1: 1,568,374 shares; 2025Q2: 1,527,743 shares; 2025Q3: 1,475,986 shares; 2025Q4: 1,455,061 shares 1,455,061 $39.9M 0.51% -20,925 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: 126,489 shares; 2024Q4: 116,172 shares; 2025Q1: 115,624 shares; 2025Q2: 112,179 shares; 2025Q3: 117,561 shares; 2025Q4: 124,880 shares 124,880 $39.8M 0.51% +7,319 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,001 shares; 2024Q4: 400,689 shares; 2025Q1: 382,566 shares; 2025Q2: 314,381 shares; 2025Q3: 299,029 shares; 2025Q4: 288,876 shares 288,876 $39.3M 0.5% -10,153 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 20,057 shares; 2025Q1: 18,897 shares; 2025Q2: 18,702 shares; 2025Q3: 18,407 shares; 2025Q4: 18,236 shares 18,236 $39.2M 0.5% -171 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: 270,696 shares; 2024Q4: 348,194 shares; 2025Q1: 345,170 shares; 2025Q2: 340,145 shares; 2025Q3: 336,357 shares; 2025Q4: 335,797 shares 335,797 $39.2M 0.5% -560 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: 586,946 shares; 2024Q4: 631,256 shares; 2025Q1: 678,566 shares; 2025Q2: 683,775 shares; 2025Q3: 694,836 shares; 2025Q4: 681,262 shares 681,262 $39M 0.5% -13,574 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: 123,638 shares; 2024Q4: 129,470 shares; 2025Q1: 131,272 shares; 2025Q2: 168,560 shares; 2025Q3: 171,419 shares; 2025Q4: 168,630 shares 168,630 $38.5M 0.49% -2,789 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449,028 shares; 2024Q4: 1,477,249 shares; 2025Q1: 1,378,785 shares; 2025Q2: 1,073,966 shares; 2025Q3: 1,034,336 shares; 2025Q4: 1,001,465 shares 1,001,465 $37.3M 0.48% -32,871 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,979 shares; 2024Q4: 547,642 shares; 2025Q1: 608,517 shares; 2025Q2: 494,539 shares; 2025Q3: 481,751 shares; 2025Q4: 461,968 shares 461,968 $36.5M 0.47% -19,783 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,142 shares; 2024Q4: 61,318 shares; 2025Q1: 62,751 shares; 2025Q2: 59,147 shares; 2025Q3: 58,366 shares; 2025Q4: 57,751 shares 57,751 $34.8M 0.45% -615 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693,821 shares; 2024Q4: 1,729,324 shares; 2025Q1: 1,686,432 shares; 2025Q2: 1,153,546 shares; 2025Q3: 928,350 shares; 2025Q4: 875,471 shares 875,471 $32.8M 0.42% -52,879 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: 42,107 shares; 2024Q4: 38,993 shares; 2025Q1: 38,611 shares; 2025Q2: 38,046 shares; 2025Q3: 37,565 shares; 2025Q4: 37,249 shares 37,249 $32.7M 0.42% -316 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 828,257 shares; 2025Q1: 828,257 shares; 2025Q2: 828,557 shares; 2025Q3: 835,040 shares; 2025Q4: 838,255 shares 838,255 $32.2M 0.41% +3,215 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: 233,388 shares; 2024Q4: 224,378 shares; 2025Q1: 228,203 shares; 2025Q2: 224,072 shares; 2025Q3: 223,170 shares; 2025Q4: 220,452 shares 220,452 $31.6M 0.41% -2,718 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: 256,001 shares; 2024Q4: 266,425 shares; 2025Q1: 262,558 shares; 2025Q2: 263,641 shares; 2025Q3: 262,810 shares; 2025Q4: 262,157 shares 262,157 $31.5M 0.4% -653 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: 46,361 shares; 2024Q4: 37,783 shares; 2025Q1: 37,235 shares; 2025Q2: 36,826 shares; 2025Q3: 36,580 shares; 2025Q4: 35,877 shares 35,877 $30.9M 0.4% -703 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: 118,031 shares; 2024Q4: 153,462 shares; 2025Q1: 157,289 shares; 2025Q2: 158,120 shares; 2025Q3: 159,735 shares; 2025Q4: 158,526 shares 158,526 $30.4M 0.39% -1,209 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: 192,054 shares; 2024Q4: 187,247 shares; 2025Q1: 200,044 shares; 2025Q2: 207,442 shares; 2025Q3: 204,803 shares; 2025Q4: 195,532 shares 195,532 $30.1M 0.39% -9,271 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: 441,988 shares; 2024Q4: 435,771 shares; 2025Q1: 445,139 shares; 2025Q2: 471,516 shares; 2025Q3: 474,667 shares; 2025Q4: 474,732 shares 474,732 $29.7M 0.38% +65 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: 170,957 shares; 2024Q4: 194,037 shares; 2025Q1: 200,378 shares; 2025Q2: 198,129 shares; 2025Q3: 199,068 shares; 2025Q4: 193,299 shares 193,299 $29.5M 0.38% -5,769 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: 212,184 shares; 2024Q4: 243,313 shares; 2025Q1: 251,660 shares; 2025Q2: 245,799 shares; 2025Q3: 242,993 shares; 2025Q4: 243,315 shares 243,315 $29.3M 0.38% +322 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,536 shares; 2024Q4: 471,404 shares; 2025Q1: 419,783 shares; 2025Q2: 371,447 shares; 2025Q3: 352,583 shares; 2025Q4: 315,980 shares 315,980 $28.9M 0.37% -36,603 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,214 shares; 2024Q4: 290,521 shares; 2025Q1: 303,899 shares; 2025Q2: 323,248 shares; 2025Q3: 351,095 shares; 2025Q4: 389,927 shares 389,927 $28.9M 0.37% +38,832 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,365 shares; 2024Q4: 275,906 shares; 2025Q1: 356,011 shares; 2025Q2: 271,404 shares; 2025Q3: 260,648 shares; 2025Q4: 250,085 shares 250,085 $27.4M 0.35% -10,563 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: 141,227 shares; 2024Q4: 136,184 shares; 2025Q1: 138,676 shares; 2025Q2: 152,193 shares; 2025Q3: 174,308 shares; 2025Q4: 188,641 shares 188,641 $27.1M 0.35% +14,333 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: 6,104 shares; 2024Q4: 9,394 shares; 2025Q1: 229,689 shares; 2025Q2: 257,358 shares; 2025Q3: 286,027 shares; 2025Q4: 302,298 shares 302,298 $27M 0.35% +16,271 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,178 shares; 2024Q4: 482,683 shares; 2025Q1: 467,333 shares; 2025Q2: 358,046 shares; 2025Q3: 333,586 shares; 2025Q4: 316,117 shares 316,117 $26.9M 0.35% -17,469 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,187 shares; 2024Q4: 514,838 shares; 2025Q1: 496,094 shares; 2025Q2: 388,437 shares; 2025Q3: 376,801 shares; 2025Q4: 359,222 shares 359,222 $25.4M 0.33% -17,579 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: 308,831 shares; 2024Q4: 309,034 shares; 2025Q1: 304,710 shares; 2025Q2: 303,804 shares; 2025Q3: 297,649 shares; 2025Q4: 289,139 shares 289,139 $25.3M 0.32% -8,510 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: 117,150 shares; 2024Q4: 111,547 shares; 2025Q1: 97,258 shares; 2025Q2: 99,713 shares; 2025Q3: 97,979 shares; 2025Q4: 97,454 shares 97,454 $25M 0.32% -525 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374,959 shares; 2024Q4: 1,703,183 shares; 2025Q1: 1,613,588 shares; 2025Q2: 1,275,015 shares; 2025Q3: 1,211,833 shares; 2025Q4: 1,160,340 shares 1,160,340 $24.1M 0.31% -51,493 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: 42,373 shares; 2024Q4: 41,290 shares; 2025Q1: 41,353 shares; 2025Q2: 40,857 shares; 2025Q3: 40,930 shares; 2025Q4: 41,470 shares 41,470 $23.7M 0.3% +540 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,762 shares; 2024Q4: 118,591 shares; 2025Q1: 116,842 shares; 2025Q2: 97,420 shares; 2025Q3: 94,325 shares; 2025Q4: 91,510 shares 91,510 $23.7M 0.3% -2,815 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: 121,528 shares; 2024Q4: 126,424 shares; 2025Q1: 125,752 shares; 2025Q2: 120,952 shares; 2025Q3: 120,492 shares; 2025Q4: 119,825 shares 119,825 $23.4M 0.3% -667 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,556 shares; 2024Q4: 1,040,730 shares; 2025Q1: 1,006,183 shares; 2025Q2: 810,368 shares; 2025Q3: 948,386 shares; 2025Q4: 810,646 shares 810,646 $23.4M 0.3% -137,740 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,457 shares; 2024Q4: 283,678 shares; 2025Q1: 295,735 shares; 2025Q2: 309,681 shares; 2025Q3: 314,842 shares; 2025Q4: 325,709 shares 325,709 $23.3M 0.3% +10,867 Timeline TOTL 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: 141,475 shares; 2024Q4: 404,397 shares; 2025Q1: 454,208 shares; 2025Q2: 493,006 shares; 2025Q3: 539,082 shares; 2025Q4: 577,580 shares 577,580 $23.2M 0.3% +38,498 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: 63,912 shares; 2024Q4: 317,369 shares; 2025Q1: 335,574 shares; 2025Q2: 352,929 shares; 2025Q3: 351,980 shares; 2025Q4: 349,811 shares 349,811 $23.1M 0.3% -2,169 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,546 shares; 2024Q4: 338,678 shares; 2025Q1: 380,926 shares; 2025Q2: 301,571 shares; 2025Q3: 286,070 shares; 2025Q4: 272,776 shares 272,776 $23.1M 0.3% -13,294 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: 61,136 shares; 2024Q4: 52,008 shares; 2025Q1: 50,978 shares; 2025Q2: 55,717 shares; 2025Q3: 50,739 shares; 2025Q4: 50,693 shares 50,693 $22.8M 0.29% -46 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,740 shares; 2024Q4: 57,373 shares; 2025Q1: 56,107 shares; 2025Q2: 53,245 shares; 2025Q3: 50,910 shares; 2025Q4: 46,798 shares 46,798 $22.5M 0.29% -4,112 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: 73,651 shares; 2024Q4: 73,740 shares; 2025Q1: 72,506 shares; 2025Q2: 72,719 shares; 2025Q3: 71,894 shares; 2025Q4: 71,435 shares 71,435 $22.5M 0.29% -459 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,561 shares; 2024Q4: 1,247,391 shares; 2025Q1: 1,220,239 shares; 2025Q2: 1,060,735 shares; 2025Q3: 1,076,598 shares; 2025Q4: 1,404,151 shares 1,404,151 $22.4M 0.29% +327,553 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: 97,091 shares; 2024Q4: 87,332 shares; 2025Q1: 81,826 shares; 2025Q2: 81,974 shares; 2025Q3: 81,223 shares; 2025Q4: 76,287 shares 76,287 $22M 0.28% -4,936 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,493 shares; 2024Q4: 627,611 shares; 2025Q1: 731,707 shares; 2025Q2: 772,479 shares; 2025Q3: 799,660 shares; 2025Q4: 835,957 shares 835,957 $21.9M 0.28% +36,297 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: 495,047 shares; 2024Q4: 415,843 shares; 2025Q1: 402,646 shares; 2025Q2: 304,888 shares; 2025Q3: 293,328 shares; 2025Q4: 278,173 shares 278,173 $21.8M 0.28% -15,155 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: 240,919 shares; 2024Q4: 277,836 shares; 2025Q1: 273,896 shares; 2025Q2: 270,195 shares; 2025Q3: 269,929 shares; 2025Q4: 265,394 shares 265,394 $21.3M 0.27% -4,535 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,433 shares; 2025Q1: 329,183 shares; 2025Q2: 461,523 shares; 2025Q3: 634,949 shares; 2025Q4: 634,005 shares 634,005 $21.3M 0.27% -944 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,372 shares; 2024Q4: 318,183 shares; 2025Q1: 308,092 shares; 2025Q2: 244,177 shares; 2025Q3: 233,806 shares; 2025Q4: 226,764 shares 226,764 $21.1M 0.27% -7,042 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: 56,555 shares; 2024Q4: 58,470 shares; 2025Q1: 58,519 shares; 2025Q2: 60,127 shares; 2025Q3: 62,683 shares; 2025Q4: 63,117 shares 63,117 $20.7M 0.27% +434 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,979 shares; 2024Q4: 600,427 shares; 2025Q1: 573,639 shares; 2025Q2: 434,717 shares; 2025Q3: 332,315 shares; 2025Q4: 236,027 shares 236,027 $20.5M 0.26% -96,288 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,221 shares; 2024Q4: 61,675 shares; 2025Q1: 64,966 shares; 2025Q2: 70,098 shares; 2025Q3: 73,988 shares; 2025Q4: 75,284 shares 75,284 $20.3M 0.26% +1,296 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: 487,363 shares; 2024Q4: 412,146 shares; 2025Q1: 397,484 shares; 2025Q2: 310,677 shares; 2025Q3: 301,683 shares; 2025Q4: 300,112 shares 300,112 $19.5M 0.25% -1,571 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,208 shares; 2024Q4: 667,210 shares; 2025Q1: 665,690 shares; 2025Q2: 537,898 shares; 2025Q3: 523,528 shares; 2025Q4: 524,108 shares 524,108 $19M 0.24% +580 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,683 shares; 2024Q4: 143,490 shares; 2025Q1: 136,860 shares; 2025Q2: 99,840 shares; 2025Q3: 95,430 shares; 2025Q4: 89,568 shares 89,568 $18.8M 0.24% -5,862 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,342 shares; 2024Q4: 185,685 shares; 2025Q1: 179,492 shares; 2025Q2: 133,786 shares; 2025Q3: 123,575 shares; 2025Q4: 115,830 shares 115,830 $18.6M 0.24% -7,745 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: 68,069 shares; 2024Q4: 76,117 shares; 2025Q1: 73,786 shares; 2025Q2: 73,314 shares; 2025Q3: 73,283 shares; 2025Q4: 73,829 shares 73,829 $18.2M 0.23% +546 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,645 shares; 2024Q4: 122,976 shares; 2025Q1: 155,851 shares; 2025Q2: 100,728 shares; 2025Q3: 91,783 shares; 2025Q4: 74,630 shares 74,630 $18.1M 0.23% -17,153 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,464 shares; 2024Q4: 60,236 shares; 2025Q1: 58,648 shares; 2025Q2: 57,241 shares; 2025Q3: 54,092 shares; 2025Q4: 52,682 shares 52,682 $17.8M 0.23% -1,410 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: 516,506 shares; 2024Q4: 599,026 shares; 2025Q1: 574,766 shares; 2025Q2: 434,229 shares; 2025Q3: 506,896 shares; 2025Q4: 486,046 shares 486,046 $17.5M 0.22% -20,850 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,010 shares; 2024Q4: 312,273 shares; 2025Q1: 303,080 shares; 2025Q2: 253,783 shares; 2025Q3: 242,981 shares; 2025Q4: 235,675 shares 235,675 $17.4M 0.22% -7,306 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,543 shares; 2024Q4: 682,319 shares; 2025Q1: 653,845 shares; 2025Q2: 485,760 shares; 2025Q3: 361,360 shares; 2025Q4: 341,507 shares 341,507 $17.3M 0.22% -19,853 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,873 shares; 2024Q4: 202,522 shares; 2025Q1: 164,588 shares; 2025Q2: 126,019 shares; 2025Q3: 120,939 shares; 2025Q4: 137,544 shares 137,544 $17.2M 0.22% +16,605 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404,698 shares; 2025Q1: 386,613 shares; 2025Q2: 245,398 shares; 2025Q3: 234,752 shares; 2025Q4: 223,465 shares 223,465 $17M 0.22% -11,287 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: 36,524 shares; 2024Q4: 34,828 shares; 2025Q1: 34,874 shares; 2025Q2: 33,907 shares; 2025Q3: 33,581 shares; 2025Q4: 33,221 shares 33,221 $17M 0.22% -360 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,355 shares; 2024Q4: 162,856 shares; 2025Q1: 158,792 shares; 2025Q2: 153,434 shares; 2025Q3: 148,984 shares; 2025Q4: 146,794 shares 146,794 $16.9M 0.22% -2,190 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: 202,013 shares; 2024Q4: 186,684 shares; 2025Q1: 186,933 shares; 2025Q2: 183,503 shares; 2025Q3: 182,308 shares; 2025Q4: 179,579 shares 179,579 $16.7M 0.21% -2,729 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: 71,079 shares; 2024Q4: 72,919 shares; 2025Q1: 73,221 shares; 2025Q2: 72,914 shares; 2025Q3: 72,684 shares; 2025Q4: 75,534 shares 75,534 $16.6M 0.21% +2,850 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,541,510 shares; 2025Q1: 1,459,236 shares; 2025Q2: 1,058,762 shares; 2025Q3: 1,463,561 shares; 2025Q4: 1,394,204 shares 1,394,204 $16.3M 0.21% -69,357 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: 141,935 shares; 2024Q4: 161,010 shares; 2025Q1: 145,897 shares; 2025Q2: 110,842 shares; 2025Q3: 106,835 shares; 2025Q4: 102,946 shares 102,946 $15.9M 0.2% -3,889 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: 54,912 shares; 2024Q4: 52,718 shares; 2025Q1: 53,931 shares; 2025Q2: 53,485 shares; 2025Q3: 52,213 shares; 2025Q4: 51,859 shares 51,859 $15.8M 0.2% -354 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: 733,299 shares; 2024Q4: 551,993 shares; 2025Q1: 535,659 shares; 2025Q2: 528,067 shares; 2025Q3: 558,337 shares; 2025Q4: 514,699 shares 514,699 $15.4M 0.2% -43,638 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,806 shares; 2024Q4: 237,669 shares; 2025Q1: 327,132 shares; 2025Q2: 333,277 shares; 2025Q3: 293,530 shares; 2025Q4: 285,955 shares 285,955 $15.4M 0.2% -7,575 Timeline DUHP 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: 386,562 shares; 2024Q4: 372,785 shares; 2025Q1: 364,595 shares; 2025Q2: 395,316 shares; 2025Q3: 396,758 shares; 2025Q4: 397,491 shares 397,491 $15.1M 0.19% +733 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: 385,525 shares; 2024Q4: 380,970 shares; 2025Q1: 386,736 shares; 2025Q2: 392,029 shares; 2025Q3: 392,029 shares; 2025Q4: 392,029 shares 392,029 $14.9M 0.19% 0 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,235 shares; 2024Q4: 290,460 shares; 2025Q1: 386,570 shares; 2025Q2: 249,306 shares; 2025Q3: 235,401 shares; 2025Q4: 222,152 shares 222,152 $14.9M 0.19% -13,249 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: 12,045 shares; 2024Q4: 12,553 shares; 2025Q1: 12,468 shares; 2025Q2: 12,383 shares; 2025Q3: 12,521 shares; 2025Q4: 12,200 shares 12,200 $14.8M 0.19% -321 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: 77,328 shares; 2024Q4: 71,294 shares; 2025Q1: 68,986 shares; 2025Q2: 67,847 shares; 2025Q3: 67,677 shares; 2025Q4: 70,523 shares 70,523 $14.7M 0.19% +2,846 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: 219,458 shares; 2024Q4: 235,910 shares; 2025Q1: 235,964 shares; 2025Q2: 232,739 shares; 2025Q3: 321,962 shares; 2025Q4: 296,013 shares 296,013 $14.6M 0.19% -25,949 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: 89,531 shares; 2024Q4: 120,626 shares; 2025Q1: 122,427 shares; 2025Q2: 122,492 shares; 2025Q3: 122,922 shares; 2025Q4: 123,006 shares 123,006 $14.5M 0.19% +84 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: 71,492 shares; 2024Q4: 85,858 shares; 2025Q1: 88,344 shares; 2025Q2: 89,017 shares; 2025Q3: 88,742 shares; 2025Q4: 88,474 shares 88,474 $14.4M 0.18% -268 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: 62,727 shares; 2024Q4: 62,879 shares; 2025Q1: 62,879 shares; 2025Q2: 62,844 shares; 2025Q3: 62,775 shares; 2025Q4: 65,590 shares 65,590 $14.4M 0.18% +2,815 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: 30,579 shares; 2024Q4: 30,063 shares; 2025Q1: 30,903 shares; 2025Q2: 28,769 shares; 2025Q3: 28,829 shares; 2025Q4: 29,460 shares 29,460 $14.2M 0.18% +631 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,449 shares; 2024Q4: 187,006 shares; 2025Q1: 194,715 shares; 2025Q2: 198,677 shares; 2025Q3: 199,995 shares; 2025Q4: 204,561 shares 204,561 $14.2M 0.18% +4,566 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: 41,621 shares; 2024Q4: 42,585 shares; 2025Q1: 42,364 shares; 2025Q2: 41,270 shares; 2025Q3: 41,183 shares; 2025Q4: 41,197 shares 41,197 $13.9M 0.18% +14 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: 42,814 shares; 2024Q4: 46,208 shares; 2025Q1: 49,747 shares; 2025Q2: 48,261 shares; 2025Q3: 47,563 shares; 2025Q4: 46,865 shares 46,865 $13.6M 0.17% -698 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: 102,454 shares; 2024Q4: 104,947 shares; 2025Q1: 112,848 shares; 2025Q2: 112,177 shares; 2025Q3: 110,043 shares; 2025Q4: 107,341 shares 107,341 $13.4M 0.17% -2,702 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,378 shares; 2024Q4: 389,704 shares; 2025Q1: 374,818 shares; 2025Q2: 267,518 shares; 2025Q3: 256,197 shares; 2025Q4: 239,778 shares 239,778 $13.4M 0.17% -16,419 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: 39,067 shares; 2024Q4: 68,581 shares; 2025Q1: 66,867 shares; 2025Q2: 65,340 shares; 2025Q3: 71,554 shares; 2025Q4: 72,369 shares 72,369 $13.3M 0.17% +815 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: 172,796 shares; 2024Q4: 136,019 shares; 2025Q1: 138,909 shares; 2025Q2: 131,751 shares; 2025Q3: 127,154 shares; 2025Q4: 115,804 shares 115,804 $13.2M 0.17% -11,350 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,015 shares; 2024Q4: 1,000,892 shares; 2025Q1: 953,528 shares; 2025Q2: 920,798 shares; 2025Q3: 962,548 shares; 2025Q4: 909,499 shares 909,499 $13.1M 0.17% -53,049 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS 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: 141,162 shares; 2025Q2: 211,561 shares; 2025Q3: 203,314 shares; 2025Q4: 191,669 shares 191,669 $12.7M 0.16% -11,645 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: 34,712 shares; 2024Q4: 32,718 shares; 2025Q1: 24,261 shares; 2025Q2: 23,552 shares; 2025Q3: 24,086 shares; 2025Q4: 21,637 shares 21,637 $12.5M 0.16% -2,449 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: 186,704 shares; 2024Q4: 188,764 shares; 2025Q1: 192,345 shares; 2025Q2: 187,645 shares; 2025Q3: 180,169 shares; 2025Q4: 178,824 shares 178,824 $12.5M 0.16% -1,345 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: 149,722 shares; 2024Q4: 159,434 shares; 2025Q1: 157,432 shares; 2025Q2: 154,519 shares; 2025Q3: 152,132 shares; 2025Q4: 146,709 shares 146,709 $12.5M 0.16% -5,423 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: 74,242 shares; 2024Q4: 76,124 shares; 2025Q1: 76,888 shares; 2025Q2: 74,901 shares; 2025Q3: 73,450 shares; 2025Q4: 72,403 shares 72,403 $12.4M 0.16% -1,047 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: 433,104 shares; 2024Q4: 557,512 shares; 2025Q1: 542,347 shares; 2025Q2: 526,701 shares; 2025Q3: 505,595 shares; 2025Q4: 496,772 shares 496,772 $12.3M 0.16% -8,823 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: 59,814 shares; 2024Q4: 102,549 shares; 2025Q1: 101,382 shares; 2025Q2: 101,816 shares; 2025Q3: 103,341 shares; 2025Q4: 99,628 shares 99,628 $12.2M 0.16% -3,713 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,358 shares; 2024Q4: 285,532 shares; 2025Q1: 270,435 shares; 2025Q2: 208,527 shares; 2025Q3: 201,490 shares; 2025Q4: 190,999 shares 190,999 $12.1M 0.16% -10,491 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,139 shares; 2024Q4: 98,140 shares; 2025Q1: 96,796 shares; 2025Q2: 81,723 shares; 2025Q3: 72,409 shares; 2025Q4: 70,032 shares 70,032 $12.1M 0.16% -2,377 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: 17,609 shares; 2024Q4: 16,175 shares; 2025Q1: 16,151 shares; 2025Q2: 46,227 shares; 2025Q3: 46,115 shares; 2025Q4: 49,256 shares 49,256 $11.9M 0.15% +3,141 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: 89,068 shares; 2024Q4: 109,370 shares; 2025Q1: 110,348 shares; 2025Q2: 114,722 shares; 2025Q3: 119,299 shares; 2025Q4: 122,876 shares 122,876 $11.8M 0.15% +3,577 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: 220,726 shares; 2024Q4: 220,590 shares; 2025Q1: 215,472 shares; 2025Q2: 222,767 shares; 2025Q3: 222,953 shares; 2025Q4: 230,543 shares 230,543 $11.7M 0.15% +7,590 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,709 shares; 2024Q4: 353,703 shares; 2025Q1: 334,310 shares; 2025Q2: 252,854 shares; 2025Q3: 393,676 shares; 2025Q4: 462,126 shares 462,126 $11.7M 0.15% +68,450 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,006 shares; 2025Q1: 194,669 shares; 2025Q2: 190,053 shares; 2025Q3: 1,398,305 shares; 2025Q4: 2,182,810 shares 2,182,810 $11.6M 0.15% +784,505 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,395 shares; 2024Q4: 98,211 shares; 2025Q1: 132,354 shares; 2025Q2: 128,039 shares; 2025Q3: 120,584 shares; 2025Q4: 117,024 shares 117,024 $11.6M 0.15% -3,560 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 49,322 shares; 2025Q1: 66,945 shares; 2025Q2: 126,211 shares; 2025Q3: 124,411 shares; 2025Q4: 121,022 shares 121,022 $11.5M 0.15% -3,389 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: 6,039 shares; 2024Q4: 12,896 shares; 2025Q1: 24,898 shares; 2025Q2: 25,108 shares; 2025Q3: 25,367 shares; 2025Q4: 25,238 shares 25,238 $11.4M 0.15% -129 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: 415,289 shares; 2024Q4: 336,806 shares; 2025Q1: 331,352 shares; 2025Q2: 327,222 shares; 2025Q3: 329,024 shares; 2025Q4: 279,311 shares 279,311 $11.4M 0.15% -49,713 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: 118,887 shares; 2024Q4: 120,429 shares; 2025Q1: 121,244 shares; 2025Q2: 120,359 shares; 2025Q3: 120,171 shares; 2025Q4: 116,550 shares 116,550 $11.2M 0.14% -3,621 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,564 shares; 2024Q4: 123,370 shares; 2025Q1: 127,260 shares; 2025Q2: 122,058 shares; 2025Q3: 125,380 shares; 2025Q4: 128,109 shares 128,109 $11.2M 0.14% +2,729 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,743 shares; 2024Q4: 51,953 shares; 2025Q1: 51,911 shares; 2025Q2: 44,057 shares; 2025Q3: 44,971 shares; 2025Q4: 48,287 shares 48,287 $11.2M 0.14% +3,316 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: 40,550 shares; 2024Q4: 36,682 shares; 2025Q1: 37,373 shares; 2025Q2: 34,971 shares; 2025Q3: 33,320 shares; 2025Q4: 33,798 shares 33,798 $11.2M 0.14% +478 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: 62,278 shares; 2024Q4: 50,557 shares; 2025Q1: 51,643 shares; 2025Q2: 51,638 shares; 2025Q3: 51,151 shares; 2025Q4: 51,249 shares 51,249 $11.1M 0.14% +98 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: 50,726 shares; 2024Q4: 46,639 shares; 2025Q1: 46,774 shares; 2025Q2: 46,153 shares; 2025Q3: 46,099 shares; 2025Q4: 46,057 shares 46,057 $11.1M 0.14% -42 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: 784,565 shares; 2024Q4: 574,217 shares; 2025Q1: 562,710 shares; 2025Q2: 544,066 shares; 2025Q3: 533,562 shares; 2025Q4: 444,354 shares 444,354 $11.1M 0.14% -89,208 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: 13,957 shares; 2024Q4: 17,163 shares; 2025Q1: 17,551 shares; 2025Q2: 17,128 shares; 2025Q3: 17,700 shares; 2025Q4: 17,362 shares 17,362 $10.9M 0.14% -338 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: 49,478 shares; 2024Q4: 48,363 shares; 2025Q1: 47,870 shares; 2025Q2: 49,466 shares; 2025Q3: 49,628 shares; 2025Q4: 50,084 shares 50,084 $10.9M 0.14% +456 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,919 shares; 2024Q4: 646,247 shares; 2025Q1: 648,122 shares; 2025Q2: 648,263 shares; 2025Q3: 644,768 shares; 2025Q4: 628,333 shares 628,333 $10.8M 0.14% -16,435 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,307 shares; 2024Q4: 48,688 shares; 2025Q1: 47,666 shares; 2025Q2: 46,819 shares; 2025Q3: 46,254 shares; 2025Q4: 43,979 shares 43,979 $10.8M 0.14% -2,275 Timeline DFSV 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: 301,298 shares; 2024Q4: 306,211 shares; 2025Q1: 321,308 shares; 2025Q2: 328,564 shares; 2025Q3: 328,564 shares; 2025Q4: 328,564 shares 328,564 $10.8M 0.14% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,341 shares; 2024Q4: 795,251 shares; 2025Q1: 764,065 shares; 2025Q2: 582,863 shares; 2025Q3: 607,485 shares; 2025Q4: 606,384 shares 606,384 $10.5M 0.14% -1,101 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,656 shares; 2025Q2: 47,394 shares; 2025Q3: 48,657 shares; 2025Q4: 50,401 shares 50,401 $10.5M 0.14% +1,744 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,911 shares; 2025Q1: 191,451 shares; 2025Q2: 186,156 shares; 2025Q3: 192,109 shares; 2025Q4: 125,633 shares 125,633 $10.5M 0.13% -66,476 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,274 shares; 2024Q4: 116,538 shares; 2025Q1: 116,448 shares; 2025Q2: 116,985 shares; 2025Q3: 117,011 shares; 2025Q4: 116,496 shares 116,496 $10.4M 0.13% -515 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: 16,078 shares; 2024Q4: 21,111 shares; 2025Q1: 21,879 shares; 2025Q2: 22,214 shares; 2025Q3: 22,027 shares; 2025Q4: 22,018 shares 22,018 $10.3M 0.13% -9 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: 55,986 shares; 2024Q4: 63,656 shares; 2025Q1: 68,214 shares; 2025Q2: 65,385 shares; 2025Q3: 63,590 shares; 2025Q4: 64,117 shares 64,117 $10.3M 0.13% +527 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,645 shares; 2024Q4: 60,162 shares; 2025Q1: 60,130 shares; 2025Q2: 60,104 shares; 2025Q3: 59,828 shares; 2025Q4: 59,604 shares 59,604 $10.2M 0.13% -224 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697,766 shares; 2024Q4: 2,755,259 shares; 2025Q1: 2,694,206 shares; 2025Q2: 2,205,819 shares; 2025Q3: 2,116,238 shares; 2025Q4: 1,938,272 shares 1,938,272 $9.89M 0.13% -177,966 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,448 shares; 2025Q1: 357,665 shares; 2025Q2: 363,610 shares; 2025Q3: 355,188 shares; 2025Q4: 213,282 shares 213,282 $9.8M 0.13% -141,906 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,303 shares; 2025Q1: 127,419 shares; 2025Q2: 166,882 shares; 2025Q3: 233,252 shares; 2025Q4: 252,704 shares 252,704 $9.68M 0.12% +19,452 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,738 shares; 2024Q4: 565,972 shares; 2025Q1: 548,075 shares; 2025Q2: 456,581 shares; 2025Q3: 668,621 shares; 2025Q4: 631,773 shares 631,773 $9.67M 0.12% -36,848 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: 69,447 shares; 2024Q4: 87,406 shares; 2025Q1: 47,040 shares; 2025Q2: 44,160 shares; 2025Q3: 46,322 shares; 2025Q4: 45,076 shares 45,076 $9.65M 0.12% -1,246 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,590 shares; 2024Q4: 56,212 shares; 2025Q1: 55,477 shares; 2025Q2: 53,385 shares; 2025Q3: 52,597 shares; 2025Q4: 51,643 shares 51,643 $9.59M 0.12% -954 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,283 shares; 2024Q4: 322,524 shares; 2025Q1: 322,524 shares; 2025Q2: 340,374 shares; 2025Q3: 327,272 shares; 2025Q4: 327,668 shares 327,668 $9.5M 0.12% +396 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: 31,664 shares; 2024Q4: 33,172 shares; 2025Q1: 33,960 shares; 2025Q2: 35,193 shares; 2025Q3: 36,080 shares; 2025Q4: 35,747 shares 35,747 $9.47M 0.12% -333 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: 14,490 shares; 2024Q4: 33,502 shares; 2025Q1: 35,994 shares; 2025Q2: 38,012 shares; 2025Q3: 39,047 shares; 2025Q4: 42,088 shares 42,088 $9.47M 0.12% +3,041 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,426 shares; 2024Q4: 19,145 shares; 2025Q1: 25,747 shares; 2025Q2: 76,133 shares; 2025Q3: 75,190 shares; 2025Q4: 74,007 shares 74,007 $9.43M 0.12% -1,183 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: 56,144 shares; 2024Q4: 91,612 shares; 2025Q1: 115,919 shares; 2025Q2: 116,070 shares; 2025Q3: 114,737 shares; 2025Q4: 114,308 shares 114,308 $9.34M 0.12% -429 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: 3,682 shares; 2024Q4: 3,730 shares; 2025Q1: 18,950 shares; 2025Q2: 22,885 shares; 2025Q3: 22,650 shares; 2025Q4: 22,116 shares 22,116 $9.33M 0.12% -534 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,878 shares; 2024Q4: 240,602 shares; 2025Q1: 184,454 shares; 2025Q2: 137,993 shares; 2025Q3: 132,841 shares; 2025Q4: 125,756 shares 125,756 $9.29M 0.12% -7,085 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: 50,045 shares; 2024Q4: 50,100 shares; 2025Q1: 51,785 shares; 2025Q2: 50,705 shares; 2025Q3: 48,592 shares; 2025Q4: 48,565 shares 48,565 $9.28M 0.12% -27 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: 7,854 shares; 2024Q4: 8,481 shares; 2025Q1: 8,646 shares; 2025Q2: 9,093 shares; 2025Q3: 9,188 shares; 2025Q4: 97,025 shares 97,025 $9.1M 0.12% +87,837 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: 30,431 shares; 2024Q4: 33,559 shares; 2025Q1: 34,332 shares; 2025Q2: 35,101 shares; 2025Q3: 31,166 shares; 2025Q4: 33,869 shares 33,869 $9.09M 0.12% +2,703 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,468 shares; 2024Q4: 262,749 shares; 2025Q1: 261,675 shares; 2025Q2: 271,916 shares; 2025Q3: 262,433 shares; 2025Q4: 256,325 shares 256,325 $9.05M 0.12% -6,108 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: 45,143 shares; 2024Q4: 38,933 shares; 2025Q1: 38,995 shares; 2025Q2: 35,925 shares; 2025Q3: 26,849 shares; 2025Q4: 25,328 shares 25,328 $8.86M 0.11% -1,521 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,464 shares; 2024Q4: 221,592 shares; 2025Q1: 262,787 shares; 2025Q2: 260,807 shares; 2025Q3: 253,367 shares; 2025Q4: 253,387 shares 253,387 $8.84M 0.11% +20 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,809 shares; 2024Q4: 385,973 shares; 2025Q1: 351,805 shares; 2025Q2: 296,983 shares; 2025Q3: 220,619 shares; 2025Q4: 214,042 shares 214,042 $8.78M 0.11% -6,577 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: 28,893 shares; 2024Q4: 40,927 shares; 2025Q1: 40,708 shares; 2025Q2: 38,129 shares; 2025Q3: 36,331 shares; 2025Q4: 38,622 shares 38,622 $8.49M 0.11% +2,291 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: 93,574 shares; 2024Q4: 86,622 shares; 2025Q1: 87,031 shares; 2025Q2: 90,143 shares; 2025Q3: 92,052 shares; 2025Q4: 88,685 shares 88,685 $8.3M 0.11% -3,367 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,955 shares; 2024Q4: 416,269 shares; 2025Q1: 385,443 shares; 2025Q2: 386,542 shares; 2025Q3: 398,972 shares; 2025Q4: 446,787 shares 446,787 $8.23M 0.11% +47,815 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: 30,387 shares; 2024Q4: 33,393 shares; 2025Q1: 32,192 shares; 2025Q2: 32,081 shares; 2025Q3: 31,845 shares; 2025Q4: 31,559 shares 31,559 $8.12M 0.1% -286 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: not reported; 2024Q4: not reported; 2025Q1: 43,094 shares; 2025Q2: 46,912 shares; 2025Q3: 45,290 shares; 2025Q4: 49,274 shares 49,274 $7.98M 0.1% +3,984 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: 58,720 shares; 2025Q1: 58,701 shares; 2025Q2: 58,075 shares; 2025Q3: 57,815 shares; 2025Q4: 57,205 shares 57,205 $7.89M 0.1% -610 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,332 shares; 2024Q4: 27,381 shares; 2025Q1: 28,180 shares; 2025Q2: 27,447 shares; 2025Q3: 27,044 shares; 2025Q4: 26,864 shares 26,864 $7.89M 0.1% -180 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: 167,332 shares; 2024Q4: 138,712 shares; 2025Q1: 143,705 shares; 2025Q2: 147,365 shares; 2025Q3: 146,562 shares; 2025Q4: 146,614 shares 146,614 $7.88M 0.1% +52 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,743 shares; 2024Q4: 38,947 shares; 2025Q1: 38,195 shares; 2025Q2: 38,354 shares; 2025Q3: 38,688 shares; 2025Q4: 38,809 shares 38,809 $7.88M 0.1% +121 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: 102,747 shares; 2024Q4: 101,924 shares; 2025Q1: 100,897 shares; 2025Q2: 100,555 shares; 2025Q3: 98,961 shares; 2025Q4: 99,035 shares 99,035 $7.82M 0.1% +74 Timeline HELO 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: 10,050 shares; 2025Q2: 47,790 shares; 2025Q3: 75,622 shares; 2025Q4: 115,803 shares 115,803 $7.69M 0.1% +40,181 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,134 shares; 2024Q4: 146,437 shares; 2025Q1: 158,620 shares; 2025Q2: 182,445 shares; 2025Q3: 194,144 shares; 2025Q4: 208,406 shares 208,406 $7.55M 0.1% +14,262 Timeline GOOS CANADA GOOSE HLDGS INC More: the full row for CANADA GOOSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,341 shares; 2024Q4: 487,965 shares; 2025Q1: 478,693 shares; 2025Q2: 381,644 shares; 2025Q3: 480,214 shares; 2025Q4: 581,879 shares 581,879 $7.54M 0.1% +101,665 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: 16,855 shares; 2024Q4: 16,761 shares; 2025Q1: 17,263 shares; 2025Q2: 16,207 shares; 2025Q3: 15,942 shares; 2025Q4: 15,894 shares 15,894 $7.52M 0.1% -48 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: 33,344 shares; 2024Q4: 32,231 shares; 2025Q1: 32,228 shares; 2025Q2: 31,720 shares; 2025Q3: 31,591 shares; 2025Q4: 62,353 shares 62,353 $7.45M 0.1% +30,762 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 21,613 shares; 2025Q1: 23,214 shares; 2025Q2: 23,410 shares; 2025Q3: 23,408 shares; 2025Q4: 24,134 shares 24,134 $7.43M 0.1% +726 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,877 shares; 2025Q1: 10,704 shares; 2025Q2: 11,091 shares; 2025Q3: 11,100 shares; 2025Q4: 11,342 shares 11,342 $7.41M 0.1% +242 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: 174,889 shares; 2024Q4: 168,242 shares; 2025Q1: 164,353 shares; 2025Q2: 163,162 shares; 2025Q3: 163,033 shares; 2025Q4: 162,150 shares 162,150 $7.38M 0.09% -883 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: 19,940 shares; 2025Q3: 21,705 shares; 2025Q4: 21,634 shares 21,634 $7.36M 0.09% -71 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA 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: 87,431 shares; 2025Q4: 438,292 shares 438,292 $7.36M 0.09% +350,861 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,860 shares; 2024Q4: 55,857 shares; 2025Q1: 56,514 shares; 2025Q2: 55,947 shares; 2025Q3: 55,442 shares; 2025Q4: 55,230 shares 55,230 $7.33M 0.09% -212 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: 76,702 shares; 2024Q4: 68,403 shares; 2025Q1: 63,613 shares; 2025Q2: 60,767 shares; 2025Q3: 60,364 shares; 2025Q4: 62,098 shares 62,098 $7.21M 0.09% +1,734 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,472 shares; 2024Q4: 508,279 shares; 2025Q1: 495,756 shares; 2025Q2: 397,932 shares; 2025Q3: 386,857 shares; 2025Q4: 371,023 shares 371,023 $7.2M 0.09% -15,834 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: 291,026 shares; 2024Q4: 362,348 shares; 2025Q1: 345,727 shares; 2025Q2: 241,196 shares; 2025Q3: 233,279 shares; 2025Q4: 220,918 shares 220,918 $7.13M 0.09% -12,361 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,453 shares; 2024Q4: 380,174 shares; 2025Q1: 355,199 shares; 2025Q2: 257,289 shares; 2025Q3: 248,364 shares; 2025Q4: 236,890 shares 236,890 $7.11M 0.09% -11,474 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,453 shares; 2025Q1: 33,117 shares; 2025Q2: 29,763 shares; 2025Q3: 29,707 shares; 2025Q4: 29,485 shares 29,485 $7.1M 0.09% -222 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: 215,480 shares; 2024Q4: 208,150 shares; 2025Q1: 209,331 shares; 2025Q2: 216,573 shares; 2025Q3: 216,573 shares; 2025Q4: 216,573 shares 216,573 $7.05M 0.09% 0 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: 33,601 shares; 2024Q4: 24,882 shares; 2025Q1: 24,895 shares; 2025Q2: 24,787 shares; 2025Q3: 24,685 shares; 2025Q4: 24,513 shares 24,513 $7.04M 0.09% -172 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,582 shares; 2024Q4: 102,164 shares; 2025Q1: 98,683 shares; 2025Q2: 98,639 shares; 2025Q3: 95,529 shares; 2025Q4: 94,566 shares 94,566 $6.95M 0.09% -963 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: 54,117 shares; 2024Q4: 57,404 shares; 2025Q1: 38,837 shares; 2025Q2: 40,830 shares; 2025Q3: 37,033 shares; 2025Q4: 38,703 shares 38,703 $6.88M 0.09% +1,670 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,520 shares; 2024Q4: 201,720 shares; 2025Q1: 197,043 shares; 2025Q2: 147,298 shares; 2025Q3: 142,236 shares; 2025Q4: 235,343 shares 235,343 $6.75M 0.09% +93,107 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: 63,262 shares; 2025Q1: 66,129 shares; 2025Q2: 66,149 shares; 2025Q3: 65,562 shares; 2025Q4: 68,287 shares 68,287 $6.74M 0.09% +2,725 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: 44,538 shares; 2024Q4: 41,073 shares; 2025Q1: 40,197 shares; 2025Q2: 39,480 shares; 2025Q3: 38,873 shares; 2025Q4: 43,213 shares 43,213 $6.64M 0.09% +4,340 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: 23,088 shares; 2024Q4: 24,387 shares; 2025Q1: 23,122 shares; 2025Q2: 23,063 shares; 2025Q3: 22,716 shares; 2025Q4: 45,050 shares 45,050 $6.49M 0.08% +22,334 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: 266,041 shares; 2024Q4: 120,083 shares; 2025Q1: 124,286 shares; 2025Q2: 117,469 shares; 2025Q3: 108,073 shares; 2025Q4: 118,070 shares 118,070 $6.37M 0.08% +9,997 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,204 shares; 2024Q4: 130,023 shares; 2025Q1: 124,438 shares; 2025Q2: 92,508 shares; 2025Q3: 88,592 shares; 2025Q4: 83,431 shares 83,431 $6.34M 0.08% -5,161 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: 30,386 shares; 2024Q4: 37,793 shares; 2025Q1: 36,859 shares; 2025Q2: 37,670 shares; 2025Q3: 37,761 shares; 2025Q4: 36,011 shares 36,011 $6.25M 0.08% -1,750 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: 24,927 shares; 2024Q4: 25,134 shares; 2025Q1: 26,457 shares; 2025Q2: 26,616 shares; 2025Q3: 26,779 shares; 2025Q4: 27,087 shares 27,087 $6.2M 0.08% +308 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,157 shares; 2024Q4: 50,441 shares; 2025Q1: 53,176 shares; 2025Q2: 126,002 shares; 2025Q3: 121,525 shares; 2025Q4: 122,543 shares 122,543 $6.19M 0.08% +1,018 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: 39,028 shares; 2024Q4: 37,877 shares; 2025Q1: 39,978 shares; 2025Q2: 39,181 shares; 2025Q3: 38,378 shares; 2025Q4: 39,813 shares 39,813 $6.18M 0.08% +1,435 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: 20,581 shares; 2024Q4: 20,811 shares; 2025Q1: 20,725 shares; 2025Q2: 20,923 shares; 2025Q3: 20,918 shares; 2025Q4: 21,228 shares 21,228 $6.16M 0.08% +310 Timeline JEPQ 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: 21,317 shares; 2024Q4: 22,768 shares; 2025Q1: 51,548 shares; 2025Q2: 68,517 shares; 2025Q3: 91,630 shares; 2025Q4: 104,613 shares 104,613 $6.08M 0.08% +12,983 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: 11,485 shares; 2024Q4: 11,727 shares; 2025Q1: 11,762 shares; 2025Q2: 12,472 shares; 2025Q3: 12,674 shares; 2025Q4: 15,315 shares 15,315 $6.07M 0.08% +2,641 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: 62,853 shares; 2024Q4: 56,696 shares; 2025Q1: 55,561 shares; 2025Q2: 47,330 shares; 2025Q3: 46,867 shares; 2025Q4: 47,383 shares 47,383 $6.05M 0.08% +516 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,389 shares; 2024Q4: 37,199 shares; 2025Q1: 38,354 shares; 2025Q2: 35,462 shares; 2025Q3: 36,743 shares; 2025Q4: 36,159 shares 36,159 $5.88M 0.08% -584 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,312 shares; 2024Q4: 83,235 shares; 2025Q1: 80,113 shares; 2025Q2: 75,703 shares; 2025Q3: 74,974 shares; 2025Q4: 74,376 shares 74,376 $5.88M 0.08% -598 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: 46,919 shares; 2024Q4: 45,486 shares; 2025Q1: 44,758 shares; 2025Q2: 41,649 shares; 2025Q3: 38,907 shares; 2025Q4: 37,296 shares 37,296 $5.77M 0.07% -1,611 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,639 shares; 2024Q4: 891,736 shares; 2025Q1: 866,696 shares; 2025Q2: 684,853 shares; 2025Q3: 741,463 shares; 2025Q4: 664,178 shares 664,178 $5.77M 0.07% -77,285 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: 85,129 shares; 2024Q4: 84,647 shares; 2025Q1: 85,565 shares; 2025Q2: 82,864 shares; 2025Q3: 82,462 shares; 2025Q4: 83,066 shares 83,066 $5.76M 0.07% +604 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: 69,378 shares; 2024Q4: 61,959 shares; 2025Q1: 58,663 shares; 2025Q2: 44,290 shares; 2025Q3: 41,576 shares; 2025Q4: 37,730 shares 37,730 $5.67M 0.07% -3,846 Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,734 shares; 2024Q4: 96,040 shares; 2025Q1: 91,435 shares; 2025Q2: 67,665 shares; 2025Q3: 64,950 shares; 2025Q4: 61,567 shares 61,567 $5.64M 0.07% -3,383 Timeline OXM OXFORD INDS INC More: the full row for OXFORD 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: 16,110 shares; 2025Q3: 85,042 shares; 2025Q4: 163,291 shares 163,291 $5.58M 0.07% +78,249 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC 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: 798,848 shares; 2025Q4: 770,104 shares 770,104 $5.4M 0.07% -28,744 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,450 shares; 2024Q4: 82,605 shares; 2025Q1: 78,202 shares; 2025Q2: 73,843 shares; 2025Q3: 71,513 shares; 2025Q4: 70,707 shares 70,707 $5.33M 0.07% -806 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 13,934 shares; 2025Q1: 40,306 shares; 2025Q2: 40,054 shares; 2025Q3: 35,378 shares; 2025Q4: 37,439 shares 37,439 $5.3M 0.07% +2,061 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: 82,619 shares; 2024Q4: 75,276 shares; 2025Q1: 72,628 shares; 2025Q2: 65,906 shares; 2025Q3: 60,208 shares; 2025Q4: 117,120 shares 117,120 $5.24M 0.07% +56,912 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: 33,738 shares; 2024Q4: 32,735 shares; 2025Q1: 32,250 shares; 2025Q2: 30,448 shares; 2025Q3: 28,526 shares; 2025Q4: 26,944 shares 26,944 $5.23M 0.07% -1,582 Timeline EOLS EVOLUS INC More: the full row for EVOLUS 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: 685,960 shares; 2025Q3: 674,875 shares; 2025Q4: 782,365 shares 782,365 $5.2M 0.07% +107,490 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 290,926 shares; 2025Q1: 279,726 shares; 2025Q2: 399,171 shares; 2025Q3: 399,336 shares; 2025Q4: 380,230 shares 380,230 $5.13M 0.07% -19,106 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: 16,461 shares; 2024Q4: 15,295 shares; 2025Q1: 14,488 shares; 2025Q2: 14,381 shares; 2025Q3: 14,250 shares; 2025Q4: 16,346 shares 16,346 $5.1M 0.07% +2,096 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,922 shares; 2024Q4: 31,805 shares; 2025Q1: 31,780 shares; 2025Q2: 27,539 shares; 2025Q3: 37,894 shares; 2025Q4: 36,032 shares 36,032 $5.1M 0.07% -1,862 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: 66,272 shares; 2024Q4: 72,604 shares; 2025Q1: 73,235 shares; 2025Q2: 75,170 shares; 2025Q3: 74,223 shares; 2025Q4: 71,915 shares 71,915 $4.99M 0.06% -2,308 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,357 shares; 2024Q4: 74,946 shares; 2025Q1: 76,883 shares; 2025Q2: 106,998 shares; 2025Q3: 109,283 shares; 2025Q4: 98,399 shares 98,399 $4.95M 0.06% -10,884 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,702 shares; 2024Q4: 37,522 shares; 2025Q1: 39,910 shares; 2025Q2: 41,178 shares; 2025Q3: 41,995 shares; 2025Q4: 41,354 shares 41,354 $4.94M 0.06% -641 Timeline STTK SHATTUCK LABS INC More: the full row for SHATTUCK LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,446 shares; 2024Q4: 1,324,723 shares; 2025Q1: 1,299,723 shares; 2025Q2: 1,363,723 shares; 2025Q3: 1,388,723 shares; 2025Q4: 1,350,638 shares 1,350,638 $4.93M 0.06% -38,085 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,445 shares; 2024Q4: 233,036 shares; 2025Q1: 212,664 shares; 2025Q2: 162,000 shares; 2025Q3: 147,490 shares; 2025Q4: 124,716 shares 124,716 $4.88M 0.06% -22,774 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 12,730 shares; 2025Q1: 13,129 shares; 2025Q2: 16,527 shares; 2025Q3: 15,959 shares; 2025Q4: 15,881 shares 15,881 $4.83M 0.06% -78 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: 67,405 shares; 2024Q4: 67,139 shares; 2025Q1: 64,799 shares; 2025Q2: 64,718 shares; 2025Q3: 62,583 shares; 2025Q4: 59,097 shares 59,097 $4.77M 0.06% -3,486 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: 174,752 shares; 2024Q4: 63,905 shares; 2025Q1: 64,293 shares; 2025Q2: 62,630 shares; 2025Q3: 61,854 shares; 2025Q4: 59,976 shares 59,976 $4.76M 0.06% -1,878 Timeline SMH 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: 5,866 shares; 2024Q4: 18,083 shares; 2025Q1: 12,326 shares; 2025Q2: 12,314 shares; 2025Q3: 13,310 shares; 2025Q4: 13,181 shares 13,181 $4.75M 0.06% -129 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 104,920 shares; 2025Q1: 98,253 shares; 2025Q2: 72,802 shares; 2025Q3: 70,472 shares; 2025Q4: 66,152 shares 66,152 $4.74M 0.06% -4,320 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: 10,374 shares; 2024Q4: 11,744 shares; 2025Q1: 11,820 shares; 2025Q2: 11,950 shares; 2025Q3: 11,943 shares; 2025Q4: 12,008 shares 12,008 $4.67M 0.06% +65 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: 8,061 shares; 2024Q4: 13,921 shares; 2025Q1: 13,961 shares; 2025Q2: 13,379 shares; 2025Q3: 13,223 shares; 2025Q4: 13,067 shares 13,067 $4.59M 0.06% -156 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: 8,292 shares; 2024Q4: 8,255 shares; 2025Q1: 8,094 shares; 2025Q2: 8,120 shares; 2025Q3: 8,057 shares; 2025Q4: 8,051 shares 8,051 $4.59M 0.06% -6 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: 34,961 shares; 2024Q4: 33,143 shares; 2025Q1: 32,948 shares; 2025Q2: 32,356 shares; 2025Q3: 32,367 shares; 2025Q4: 35,279 shares 35,279 $4.55M 0.06% +2,912 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: 33,326 shares; 2024Q4: 32,471 shares; 2025Q1: 31,297 shares; 2025Q2: 32,218 shares; 2025Q3: 32,273 shares; 2025Q4: 32,219 shares 32,219 $4.55M 0.06% -54 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: not reported; 2024Q4: 9,842 shares; 2025Q1: 10,931 shares; 2025Q2: 12,040 shares; 2025Q3: 13,469 shares; 2025Q4: 16,029 shares 16,029 $4.54M 0.06% +2,560 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: 120,896 shares; 2024Q4: 93,212 shares; 2025Q1: 92,127 shares; 2025Q2: 92,155 shares; 2025Q3: 92,300 shares; 2025Q4: 84,315 shares 84,315 $4.54M 0.06% -7,985 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669,995 shares; 2024Q4: 3,157,706 shares; 2025Q1: 3,077,956 shares; 2025Q2: 2,412,805 shares; 2025Q3: 2,417,762 shares; 2025Q4: 2,297,851 shares 2,297,851 $4.53M 0.06% -119,911 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: 52,186 shares; 2024Q4: 56,902 shares; 2025Q1: 53,665 shares; 2025Q2: 53,361 shares; 2025Q3: 52,472 shares; 2025Q4: 54,532 shares 54,532 $4.47M 0.06% +2,060 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 33,600 shares; 2025Q1: 33,626 shares; 2025Q2: 33,600 shares; 2025Q3: 33,600 shares; 2025Q4: 33,600 shares 33,600 $4.36M 0.06% 0 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,362 shares 52,362 $4.27M 0.05% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,895 shares; 2025Q1: 13,089 shares; 2025Q2: 13,055 shares; 2025Q3: 12,806 shares; 2025Q4: 12,953 shares 12,953 $4.18M 0.05% +147 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,330 shares; 2024Q4: 666,001 shares; 2025Q1: 643,197 shares; 2025Q2: 513,017 shares; 2025Q3: 497,052 shares; 2025Q4: 451,199 shares 451,199 $4.16M 0.05% -45,853 Timeline XAR 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: 17,476 shares; 2024Q4: 17,432 shares; 2025Q1: 17,357 shares; 2025Q2: 16,617 shares; 2025Q3: 16,232 shares; 2025Q4: 17,149 shares 17,149 $4.14M 0.05% +917 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: 4,031 shares; 2024Q4: 5,989 shares; 2025Q1: 6,323 shares; 2025Q2: 7,343 shares; 2025Q3: 7,410 shares; 2025Q4: 8,378 shares 8,378 $4.09M 0.05% +968 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,144 shares; 2024Q4: 108,465 shares; 2025Q1: 106,180 shares; 2025Q2: 104,942 shares; 2025Q3: 101,522 shares; 2025Q4: 110,436 shares 110,436 $4.03M 0.05% +8,914 Timeline IXC 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: 62,311 shares; 2024Q4: 78,141 shares; 2025Q1: 91,191 shares; 2025Q2: 91,066 shares; 2025Q3: 94,416 shares; 2025Q4: 94,916 shares 94,916 $3.98M 0.05% +500 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,532 shares; 2024Q4: 85,992 shares; 2025Q1: 85,448 shares; 2025Q2: 82,176 shares; 2025Q3: 82,945 shares; 2025Q4: 82,475 shares 82,475 $3.94M 0.05% -470 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: 49,288 shares; 2024Q4: 36,690 shares; 2025Q1: 36,758 shares; 2025Q2: 38,001 shares; 2025Q3: 38,931 shares; 2025Q4: 40,989 shares 40,989 $3.94M 0.05% +2,058 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,194 shares 123,194 $3.88M 0.05% new Timeline VOX 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: 23,673 shares; 2024Q4: 24,298 shares; 2025Q1: 23,704 shares; 2025Q2: 23,704 shares; 2025Q3: 21,997 shares; 2025Q4: 20,006 shares 20,006 $3.87M 0.05% -1,991 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: 668 shares; 2024Q4: 667 shares; 2025Q1: 665 shares; 2025Q2: 630 shares; 2025Q3: 626 shares; 2025Q4: 719 shares 719 $3.85M 0.05% +93 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,073 shares; 2024Q4: 61,935 shares; 2025Q1: 61,801 shares; 2025Q2: 61,697 shares; 2025Q3: 61,719 shares; 2025Q4: 61,372 shares 61,372 $3.83M 0.05% -347 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,182 shares; 2024Q4: 53,208 shares; 2025Q1: 52,147 shares; 2025Q2: 51,978 shares; 2025Q3: 50,242 shares; 2025Q4: 49,491 shares 49,491 $3.83M 0.05% -751 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,292 shares; 2024Q4: 382,886 shares; 2025Q1: 357,723 shares; 2025Q2: 289,171 shares; 2025Q3: 277,739 shares; 2025Q4: 263,217 shares 263,217 $3.81M 0.05% -14,522 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: 40,710 shares; 2024Q4: 34,325 shares; 2025Q1: 37,907 shares; 2025Q2: 34,708 shares; 2025Q3: 33,368 shares; 2025Q4: 32,881 shares 32,881 $3.79M 0.05% -487 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: 18,618 shares; 2024Q4: 18,663 shares; 2025Q1: 18,946 shares; 2025Q2: 19,147 shares; 2025Q3: 19,047 shares; 2025Q4: 18,847 shares 18,847 $3.76M 0.05% -200 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,080 shares; 2024Q4: 246,883 shares; 2025Q1: 235,977 shares; 2025Q2: 167,397 shares; 2025Q3: 159,827 shares; 2025Q4: 159,927 shares 159,927 $3.76M 0.05% +100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,451 shares; 2024Q4: 111,925 shares; 2025Q1: 109,645 shares; 2025Q2: 106,469 shares; 2025Q3: 105,275 shares; 2025Q4: 102,878 shares 102,878 $3.73M 0.05% -2,397 Timeline IJT 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: 29,706 shares; 2024Q4: 26,643 shares; 2025Q1: 26,828 shares; 2025Q2: 26,757 shares; 2025Q3: 26,290 shares; 2025Q4: 26,229 shares 26,229 $3.7M 0.05% -61 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: 39,726 shares; 2024Q4: 41,665 shares; 2025Q1: 48,000 shares; 2025Q2: 44,259 shares; 2025Q3: 44,642 shares; 2025Q4: 43,479 shares 43,479 $3.68M 0.05% -1,163 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: 141,098 shares; 2024Q4: 104,492 shares; 2025Q1: 105,947 shares; 2025Q2: 105,475 shares; 2025Q3: 105,083 shares; 2025Q4: 100,425 shares 100,425 $3.68M 0.05% -4,658 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: 24,887 shares; 2024Q4: 25,123 shares; 2025Q1: 45,353 shares; 2025Q2: 66,649 shares; 2025Q3: 94,658 shares; 2025Q4: 131,120 shares 131,120 $3.67M 0.05% +36,462 Timeline SCZ 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: 121,343 shares; 2024Q4: 100,796 shares; 2025Q1: 51,126 shares; 2025Q2: 48,686 shares; 2025Q3: 47,951 shares; 2025Q4: 46,888 shares 46,888 $3.64M 0.05% -1,063 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,948 shares; 2024Q4: 81,395 shares; 2025Q1: 82,012 shares; 2025Q2: 79,000 shares; 2025Q3: 77,957 shares; 2025Q4: 74,759 shares 74,759 $3.62M 0.05% -3,198 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: 14,236 shares; 2024Q4: 12,602 shares; 2025Q1: 12,635 shares; 2025Q2: 12,551 shares; 2025Q3: 12,562 shares; 2025Q4: 12,516 shares 12,516 $3.61M 0.05% -46 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: 28,238 shares; 2024Q4: 34,899 shares; 2025Q1: 33,300 shares; 2025Q2: 32,000 shares; 2025Q3: 31,901 shares; 2025Q4: 30,736 shares 30,736 $3.6M 0.05% -1,165 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 38,637 shares; 2025Q1: 37,017 shares; 2025Q2: 35,357 shares; 2025Q3: 33,297 shares; 2025Q4: 32,882 shares 32,882 $3.59M 0.05% -415 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,030 shares; 2024Q4: 41,467 shares; 2025Q1: 42,530 shares; 2025Q2: 36,362 shares; 2025Q3: 51,022 shares; 2025Q4: 70,491 shares 70,491 $3.59M 0.05% +19,469 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,750 shares; 2024Q4: 158,920 shares; 2025Q1: 157,670 shares; 2025Q2: 152,700 shares; 2025Q3: 150,150 shares; 2025Q4: 149,654 shares 149,654 $3.56M 0.05% -496 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,756 shares; 2024Q4: 35,656 shares; 2025Q1: 35,781 shares; 2025Q2: 35,720 shares; 2025Q3: 35,137 shares; 2025Q4: 35,861 shares 35,861 $3.56M 0.05% +724 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,563 shares; 2024Q4: 46,531 shares; 2025Q1: 46,218 shares; 2025Q2: 43,737 shares; 2025Q3: 43,919 shares; 2025Q4: 44,119 shares 44,119 $3.53M 0.05% +200 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: 29,602 shares; 2024Q4: 32,097 shares; 2025Q1: 64,920 shares; 2025Q2: 64,922 shares; 2025Q3: 64,302 shares; 2025Q4: 59,898 shares 59,898 $3.51M 0.05% -4,404 Timeline SCHM 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: 43,552 shares; 2024Q4: 117,226 shares; 2025Q1: 134,699 shares; 2025Q2: 120,519 shares; 2025Q3: 114,557 shares; 2025Q4: 115,535 shares 115,535 $3.47M 0.04% +978 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: 5,355 shares; 2024Q4: 20,328 shares; 2025Q1: 7,187 shares; 2025Q2: 7,077 shares; 2025Q3: 7,341 shares; 2025Q4: 7,453 shares 7,453 $3.47M 0.04% +112 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,889 shares; 2024Q4: 36,522 shares; 2025Q1: 34,027 shares; 2025Q2: 33,431 shares; 2025Q3: 33,407 shares; 2025Q4: 32,950 shares 32,950 $3.46M 0.04% -457 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: 6,133 shares; 2024Q4: 32,145 shares; 2025Q1: 33,270 shares; 2025Q2: 32,396 shares; 2025Q3: 28,401 shares; 2025Q4: 27,481 shares 27,481 $3.39M 0.04% -920 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,285 shares; 2024Q4: 157,033 shares; 2025Q1: 58,696 shares; 2025Q2: 48,750 shares; 2025Q3: 46,153 shares; 2025Q4: 40,017 shares 40,017 $3.37M 0.04% -6,136 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 32,190 shares; 2025Q1: 30,695 shares; 2025Q2: 30,545 shares; 2025Q3: 32,752 shares; 2025Q4: 31,722 shares 31,722 $3.33M 0.04% -1,030 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: 124,665 shares; 2024Q4: 111,416 shares; 2025Q1: 113,551 shares; 2025Q2: 110,541 shares; 2025Q3: 120,959 shares; 2025Q4: 120,665 shares 120,665 $3.32M 0.04% -294 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: 105,694 shares; 2024Q4: 56,147 shares; 2025Q1: 61,054 shares; 2025Q2: 61,860 shares; 2025Q3: 54,208 shares; 2025Q4: 51,870 shares 51,870 $3.31M 0.04% -2,338 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,839 shares; 2024Q4: 49,372 shares; 2025Q1: 48,807 shares; 2025Q2: 48,513 shares; 2025Q3: 48,384 shares; 2025Q4: 48,036 shares 48,036 $3.23M 0.04% -348 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: 16,065 shares; 2024Q4: 16,300 shares; 2025Q1: 16,191 shares; 2025Q2: 15,827 shares; 2025Q3: 14,320 shares; 2025Q4: 14,127 shares 14,127 $3.22M 0.04% -193 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 2,127 shares; 2025Q1: 2,861 shares; 2025Q2: 2,803 shares; 2025Q3: 3,084 shares; 2025Q4: 2,977 shares 2,977 $3.18M 0.04% -107 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,945 shares; 2024Q4: 80,861 shares; 2025Q1: 69,683 shares; 2025Q2: 51,164 shares; 2025Q3: 45,863 shares; 2025Q4: 37,727 shares 37,727 $3.18M 0.04% -8,136 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,006 shares; 2024Q4: 174,675 shares; 2025Q1: 173,455 shares; 2025Q2: 175,922 shares; 2025Q3: 154,656 shares; 2025Q4: 153,222 shares 153,222 $3.16M 0.04% -1,434 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: 145,924 shares; 2024Q4: 170,346 shares; 2025Q1: 168,369 shares; 2025Q2: 136,482 shares; 2025Q3: 91,649 shares; 2025Q4: 82,151 shares 82,151 $3.15M 0.04% -9,498 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: 30,335 shares; 2024Q4: 71,310 shares; 2025Q1: 74,180 shares; 2025Q2: 74,520 shares; 2025Q3: 72,120 shares; 2025Q4: 91,705 shares 91,705 $3.14M 0.04% +19,585 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,556 shares; 2024Q4: 15,375 shares; 2025Q1: 15,297 shares; 2025Q2: 13,918 shares; 2025Q3: 13,694 shares; 2025Q4: 18,581 shares 18,581 $3.14M 0.04% +4,887 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: 358,202 shares; 2024Q4: 84,836 shares; 2025Q1: 82,059 shares; 2025Q2: 83,991 shares; 2025Q3: 82,118 shares; 2025Q4: 84,946 shares 84,946 $3.13M 0.04% +2,828 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: 55,179 shares; 2024Q4: 52,406 shares; 2025Q1: 52,644 shares; 2025Q2: 51,307 shares; 2025Q3: 54,313 shares; 2025Q4: 58,689 shares 58,689 $3.13M 0.04% +4,376 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: 6,344 shares; 2024Q4: 44,630 shares; 2025Q1: 42,010 shares; 2025Q2: 40,624 shares; 2025Q3: 53,906 shares; 2025Q4: 61,971 shares 61,971 $3.12M 0.04% +8,065 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,825 shares; 2024Q4: 117,246 shares; 2025Q1: 111,484 shares; 2025Q2: 108,140 shares; 2025Q3: 104,970 shares; 2025Q4: 104,732 shares 104,732 $3.1M 0.04% -238 Timeline SCHX 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: 24,649 shares; 2024Q4: 115,752 shares; 2025Q1: 118,176 shares; 2025Q2: 116,235 shares; 2025Q3: 116,605 shares; 2025Q4: 114,849 shares 114,849 $3.09M 0.04% -1,756 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,246 shares; 2024Q4: 29,958 shares; 2025Q1: 31,183 shares; 2025Q2: 29,634 shares; 2025Q3: 29,114 shares; 2025Q4: 33,559 shares 33,559 $3.09M 0.04% +4,445 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,688 shares; 2024Q4: 43,658 shares; 2025Q1: 44,639 shares; 2025Q2: 51,388 shares; 2025Q3: 52,110 shares; 2025Q4: 51,466 shares 51,466 $3.08M 0.04% -644 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,047 shares; 2024Q4: 23,303 shares; 2025Q1: 23,498 shares; 2025Q2: 22,748 shares; 2025Q3: 22,748 shares; 2025Q4: 22,398 shares 22,398 $3.07M 0.04% -350 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,711 shares; 2024Q4: 49,373 shares; 2025Q1: 49,297 shares; 2025Q2: 45,203 shares; 2025Q3: 44,805 shares; 2025Q4: 44,137 shares 44,137 $3.06M 0.04% -668 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: 2 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.04% 0 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: 132,696 shares; 2024Q4: 94,160 shares; 2025Q1: 93,726 shares; 2025Q2: 93,499 shares; 2025Q3: 93,551 shares; 2025Q4: 93,572 shares 93,572 $3M 0.04% +21 Timeline SCHA 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: 61,443 shares; 2024Q4: 112,122 shares; 2025Q1: 110,376 shares; 2025Q2: 109,948 shares; 2025Q3: 108,231 shares; 2025Q4: 105,321 shares 105,321 $3M 0.04% -2,910 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: 17,195 shares; 2024Q4: 19,763 shares; 2025Q1: 22,321 shares; 2025Q2: 11,296 shares; 2025Q3: 11,108 shares; 2025Q4: 11,040 shares 11,040 $2.99M 0.04% -68 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: 2,113 shares; 2024Q4: 3,007 shares; 2025Q1: 3,063 shares; 2025Q2: 3,180 shares; 2025Q3: 3,181 shares; 2025Q4: 19,490 shares 19,490 $2.99M 0.04% +16,309 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,184 shares; 2024Q4: 38,457 shares; 2025Q1: 38,509 shares; 2025Q2: 38,009 shares; 2025Q3: 37,108 shares; 2025Q4: 37,108 shares 37,108 $2.98M 0.04% 0 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: 39,158 shares; 2024Q4: 41,084 shares; 2025Q1: 44,181 shares; 2025Q2: 44,459 shares; 2025Q3: 52,898 shares; 2025Q4: 54,209 shares 54,209 $2.97M 0.04% +1,311 Timeline UFI UNIFI INC More: the full row for UNIFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,797 shares; 2024Q4: 958,163 shares; 2025Q1: 1,004,564 shares; 2025Q2: 974,673 shares; 2025Q3: 958,966 shares; 2025Q4: 842,277 shares 842,277 $2.95M 0.04% -116,689 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,923 shares; 2024Q4: 64,697 shares; 2025Q1: 64,547 shares; 2025Q2: 69,538 shares; 2025Q3: 60,359 shares; 2025Q4: 58,005 shares 58,005 $2.95M 0.04% -2,354 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,933 shares; 2024Q4: 10,995 shares; 2025Q1: 10,995 shares; 2025Q2: 10,891 shares; 2025Q3: 10,891 shares; 2025Q4: 11,307 shares 11,307 $2.9M 0.04% +416 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,851 shares; 2024Q4: 8,939 shares; 2025Q1: 8,442 shares; 2025Q2: 7,650 shares; 2025Q3: 7,582 shares; 2025Q4: 7,608 shares 7,608 $2.89M 0.04% +26 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,017 shares; 2024Q4: 15,375 shares; 2025Q1: 14,736 shares; 2025Q2: 10,971 shares; 2025Q3: 10,772 shares; 2025Q4: 10,972 shares 10,972 $2.81M 0.04% +200 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 179,901 shares 179,901 $2.81M 0.04% new 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: 2,517 shares; 2024Q4: 3,925 shares; 2025Q1: 4,973 shares; 2025Q2: 5,083 shares; 2025Q3: 5,106 shares; 2025Q4: 5,338 shares 5,338 $2.79M 0.04% +232 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,608 shares; 2025Q1: 3,980 shares; 2025Q2: 2,482 shares; 2025Q3: 10,214 shares; 2025Q4: 19,206 shares 19,206 $2.78M 0.04% +8,992 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: 24,494 shares; 2024Q4: 22,568 shares; 2025Q1: 20,921 shares; 2025Q2: 18,049 shares; 2025Q3: 17,659 shares; 2025Q4: 13,508 shares 13,508 $2.74M 0.04% -4,151 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,168 shares; 2024Q4: 27,450 shares; 2025Q1: 26,923 shares; 2025Q2: 25,487 shares; 2025Q3: 24,083 shares; 2025Q4: 24,094 shares 24,094 $2.74M 0.04% +11 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: 30,433 shares; 2024Q4: 29,843 shares; 2025Q1: 29,265 shares; 2025Q2: 28,741 shares; 2025Q3: 28,799 shares; 2025Q4: 31,389 shares 31,389 $2.74M 0.04% +2,590 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,489 shares; 2025Q1: 23,394 shares; 2025Q2: 29,606 shares; 2025Q3: 29,206 shares; 2025Q4: 29,862 shares 29,862 $2.73M 0.04% +656 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,054 shares; 2024Q4: 12,702 shares; 2025Q1: 12,519 shares; 2025Q2: 12,123 shares; 2025Q3: 12,134 shares; 2025Q4: 12,071 shares 12,071 $2.69M 0.03% -63 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: 54,491 shares; 2024Q4: 48,884 shares; 2025Q1: 52,006 shares; 2025Q2: 51,003 shares; 2025Q3: 48,299 shares; 2025Q4: 46,646 shares 46,646 $2.69M 0.03% -1,653 Timeline VGK 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: 29,643 shares; 2024Q4: 23,492 shares; 2025Q1: 34,033 shares; 2025Q2: 33,724 shares; 2025Q3: 33,696 shares; 2025Q4: 32,158 shares 32,158 $2.69M 0.03% -1,538 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS 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: 49,869 shares; 2025Q4: 52,590 shares 52,590 $2.67M 0.03% +2,721 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,440 shares; 2024Q4: 24,159 shares; 2025Q1: 24,114 shares; 2025Q2: 23,662 shares; 2025Q3: 23,662 shares; 2025Q4: 28,222 shares 28,222 $2.66M 0.03% +4,560 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: 41,753 shares; 2024Q4: 33,784 shares; 2025Q1: 31,717 shares; 2025Q2: 31,444 shares; 2025Q3: 31,210 shares; 2025Q4: 32,656 shares 32,656 $2.66M 0.03% +1,446 Timeline VNQ 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: 39,315 shares; 2024Q4: 36,688 shares; 2025Q1: 36,431 shares; 2025Q2: 34,462 shares; 2025Q3: 33,154 shares; 2025Q4: 29,728 shares 29,728 $2.63M 0.03% -3,426 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 3,444 shares; 2025Q1: 3,404 shares; 2025Q2: 3,286 shares; 2025Q3: 3,279 shares; 2025Q4: 3,238 shares 3,238 $2.62M 0.03% -41 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 4,181 shares; 2025Q1: 4,382 shares; 2025Q2: 5,796 shares; 2025Q3: 6,140 shares; 2025Q4: 26,072 shares 26,072 $2.62M 0.03% +19,932 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,360 shares; 2024Q4: 148,493 shares; 2025Q1: 143,375 shares; 2025Q2: 114,268 shares; 2025Q3: 114,845 shares; 2025Q4: 111,560 shares 111,560 $2.57M 0.03% -3,285 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,860 shares; 2024Q4: 15,630 shares; 2025Q1: 16,720 shares; 2025Q2: 17,845 shares; 2025Q3: 18,210 shares; 2025Q4: 17,457 shares 17,457 $2.56M 0.03% -753 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 17,481 shares; 2025Q1: 19,311 shares; 2025Q2: 20,255 shares; 2025Q3: 21,707 shares; 2025Q4: 21,659 shares 21,659 $2.54M 0.03% -48 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,202 shares; 2024Q4: 40,626 shares; 2025Q1: 37,729 shares; 2025Q2: 38,311 shares; 2025Q3: 37,983 shares; 2025Q4: 37,694 shares 37,694 $2.53M 0.03% -289 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,790 shares; 2024Q4: 53,021 shares; 2025Q1: 74,828 shares; 2025Q2: 79,228 shares; 2025Q3: 68,654 shares; 2025Q4: 59,874 shares 59,874 $2.49M 0.03% -8,780 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 13,320 shares; 2025Q1: 13,236 shares; 2025Q2: 11,231 shares; 2025Q3: 10,489 shares; 2025Q4: 24,623 shares 24,623 $2.48M 0.03% +14,134 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE 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: 170,100 shares 170,100 $2.48M 0.03% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,374 shares; 2024Q4: 55,404 shares; 2025Q1: 55,053 shares; 2025Q2: 56,979 shares; 2025Q3: 55,388 shares; 2025Q4: 60,965 shares 60,965 $2.45M 0.03% +5,577 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 18,989 shares; 2025Q1: 21,435 shares; 2025Q2: 19,062 shares; 2025Q3: 18,583 shares; 2025Q4: 19,442 shares 19,442 $2.45M 0.03% +859 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: 15,323 shares; 2024Q4: 15,120 shares; 2025Q1: 13,123 shares; 2025Q2: 12,688 shares; 2025Q3: 12,688 shares; 2025Q4: 12,489 shares 12,489 $2.43M 0.03% -199 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,858 shares; 2024Q4: 100,896 shares; 2025Q1: 91,467 shares; 2025Q2: 91,493 shares; 2025Q3: 90,719 shares; 2025Q4: 91,359 shares 91,359 $2.39M 0.03% +640 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 16,237 shares; 2025Q1: 16,256 shares; 2025Q2: 14,864 shares; 2025Q3: 14,690 shares; 2025Q4: 14,695 shares 14,695 $2.38M 0.03% +5 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,142 shares; 2025Q1: 2,486 shares; 2025Q2: 2,488 shares; 2025Q3: 2,620 shares; 2025Q4: 2,901 shares 2,901 $2.38M 0.03% +281 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: 4,874 shares; 2025Q1: 4,953 shares; 2025Q2: 12,877 shares; 2025Q3: 13,028 shares; 2025Q4: 18,061 shares 18,061 $2.37M 0.03% +5,033 Timeline XLB 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: 10,381 shares; 2024Q4: 11,611 shares; 2025Q1: 11,029 shares; 2025Q2: 23,279 shares; 2025Q3: 25,521 shares; 2025Q4: 52,106 shares 52,106 $2.36M 0.03% +26,585 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,975 shares; 2024Q4: 59,205 shares; 2025Q1: 60,334 shares; 2025Q2: 40,914 shares; 2025Q3: 39,281 shares; 2025Q4: 36,395 shares 36,395 $2.34M 0.03% -2,886 Timeline XME 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: 24,713 shares; 2024Q4: 21,976 shares; 2025Q1: 22,826 shares; 2025Q2: 22,654 shares; 2025Q3: 22,197 shares; 2025Q4: 22,597 shares 22,597 $2.34M 0.03% +400 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,750 shares; 2025Q1: 3,727 shares; 2025Q2: 3,736 shares; 2025Q3: 3,737 shares; 2025Q4: 3,751 shares 3,751 $2.34M 0.03% +14 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT 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: 205,567 shares; 2025Q4: 152,117 shares 152,117 $2.33M 0.03% -53,450 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,157 shares; 2024Q4: 27,103 shares; 2025Q1: 27,103 shares; 2025Q2: 27,180 shares; 2025Q3: 21,882 shares; 2025Q4: 43,833 shares 43,833 $2.31M 0.03% +21,951 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 5,403 shares; 2025Q1: 5,423 shares; 2025Q2: 5,396 shares; 2025Q3: 6,577 shares; 2025Q4: 7,122 shares 7,122 $2.31M 0.03% +545 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: 21,131 shares; 2024Q4: 24,531 shares; 2025Q1: 24,531 shares; 2025Q2: 24,431 shares; 2025Q3: 23,731 shares; 2025Q4: 23,531 shares 23,531 $2.27M 0.03% -200 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,664 shares; 2024Q4: 23,716 shares; 2025Q1: 23,392 shares; 2025Q2: 21,448 shares; 2025Q3: 21,168 shares; 2025Q4: 20,094 shares 20,094 $2.25M 0.03% -1,074 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: not reported; 2024Q4: 15,347 shares; 2025Q1: 23,134 shares; 2025Q2: 21,553 shares; 2025Q3: 21,631 shares; 2025Q4: 17,793 shares 17,793 $2.24M 0.03% -3,838 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: 310 shares; 2024Q4: 1,278 shares; 2025Q1: 1,456 shares; 2025Q2: 1,812 shares; 2025Q3: 2,098 shares; 2025Q4: 2,219 shares 2,219 $2.24M 0.03% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,050 shares; 2025Q3: 25,565 shares; 2025Q4: 32,265 shares 32,265 $2.24M 0.03% +6,700 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: 12,002 shares; 2024Q4: 12,185 shares; 2025Q1: 12,650 shares; 2025Q2: 12,286 shares; 2025Q3: 12,687 shares; 2025Q4: 12,802 shares 12,802 $2.22M 0.03% +115 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,653 shares; 2024Q4: 38,066 shares; 2025Q1: 39,723 shares; 2025Q2: 39,622 shares; 2025Q3: 39,066 shares; 2025Q4: 41,947 shares 41,947 $2.22M 0.03% +2,881 Timeline VCYT VERACYTE INC More: the full row for VERACYTE 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: 54,106 shares; 2025Q2: 54,336 shares; 2025Q3: 53,152 shares; 2025Q4: 52,610 shares 52,610 $2.21M 0.03% -542 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,950 shares; 2025Q1: 3,189 shares; 2025Q2: 3,220 shares; 2025Q3: 7,298 shares; 2025Q4: 8,842 shares 8,842 $2.21M 0.03% +1,544 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,196 shares; 2024Q4: 92,401 shares; 2025Q1: 89,752 shares; 2025Q2: 82,667 shares; 2025Q3: 83,749 shares; 2025Q4: 84,038 shares 84,038 $2.2M 0.03% +289 Timeline DGS 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: 48,090 shares; 2024Q4: 40,097 shares; 2025Q1: 39,847 shares; 2025Q2: 38,872 shares; 2025Q3: 38,837 shares; 2025Q4: 38,357 shares 38,357 $2.2M 0.03% -480 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: 92,537 shares; 2024Q4: 24,181 shares; 2025Q1: 23,388 shares; 2025Q2: 23,335 shares; 2025Q3: 23,386 shares; 2025Q4: 21,859 shares 21,859 $2.18M 0.03% -1,527 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 5,860 shares; 2025Q1: 6,360 shares; 2025Q2: 6,324 shares; 2025Q3: 6,335 shares; 2025Q4: 6,129 shares 6,129 $2.17M 0.03% -206 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,784 shares 32,784 $2.14M 0.03% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 25,450 shares; 2025Q1: 25,605 shares; 2025Q2: 25,415 shares; 2025Q3: 25,495 shares; 2025Q4: 25,296 shares 25,296 $2.13M 0.03% -199 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 50,300 shares; 2025Q2: 53,700 shares; 2025Q3: 48,500 shares; 2025Q4: 48,124 shares 48,124 $2.13M 0.03% -376 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,578 shares; 2024Q4: 19,320 shares; 2025Q1: 23,074 shares; 2025Q2: 22,867 shares; 2025Q3: 22,442 shares; 2025Q4: 21,043 shares 21,043 $2.1M 0.03% -1,399 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,523 shares; 2024Q4: 21,513 shares; 2025Q1: 19,270 shares; 2025Q2: 18,711 shares; 2025Q3: 18,842 shares; 2025Q4: 18,955 shares 18,955 $2.09M 0.03% +113 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: 104,731 shares; 2024Q4: 70,978 shares; 2025Q1: 50,558 shares; 2025Q2: 26,338 shares; 2025Q3: 20,460 shares; 2025Q4: 21,005 shares 21,005 $2.08M 0.03% +545 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 2,393 shares; 2025Q1: 2,088 shares; 2025Q2: 2,317 shares; 2025Q3: 2,315 shares; 2025Q4: 2,311 shares 2,311 $2.03M 0.03% -4 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: 6,698 shares; 2024Q4: 9,960 shares; 2025Q1: 9,762 shares; 2025Q2: 9,892 shares; 2025Q3: 10,199 shares; 2025Q4: 10,933 shares 10,933 $2.03M 0.03% +734 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,800 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares 27,500 $2.03M 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 2,841 shares; 2025Q1: 2,862 shares; 2025Q2: 3,030 shares; 2025Q3: 3,008 shares; 2025Q4: 3,014 shares 3,014 $2M 0.03% +6 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,447 shares; 2024Q4: 52,126 shares; 2025Q1: 49,939 shares; 2025Q2: 55,936 shares; 2025Q3: 55,686 shares; 2025Q4: 55,572 shares 55,572 $1.93M 0.02% -114 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 10,583 shares; 2025Q1: 10,483 shares; 2025Q2: 10,808 shares; 2025Q3: 11,120 shares; 2025Q4: 11,203 shares 11,203 $1.9M 0.02% +83 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 21,895 shares; 2025Q1: 17,681 shares; 2025Q2: 16,704 shares; 2025Q3: 16,555 shares; 2025Q4: 17,005 shares 17,005 $1.9M 0.02% +450 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: 13,433 shares; 2024Q4: 14,896 shares; 2025Q1: 11,349 shares; 2025Q2: 13,061 shares; 2025Q3: 16,211 shares; 2025Q4: 17,594 shares 17,594 $1.88M 0.02% +1,383 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: 19,505 shares; 2024Q4: 16,047 shares; 2025Q1: 15,984 shares; 2025Q2: 14,243 shares; 2025Q3: 17,522 shares; 2025Q4: 18,860 shares 18,860 $1.88M 0.02% +1,338 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: 200 shares; 2024Q4: 21,237 shares; 2025Q1: 20,933 shares; 2025Q2: 33,023 shares; 2025Q3: 72,367 shares; 2025Q4: 49,925 shares 49,925 $1.85M 0.02% -22,442 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 13,192 shares; 2025Q1: 13,598 shares; 2025Q2: 13,253 shares; 2025Q3: 11,968 shares; 2025Q4: 10,103 shares 10,103 $1.85M 0.02% -1,865 Timeline IHI 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: 31,066 shares; 2024Q4: 28,026 shares; 2025Q1: 29,491 shares; 2025Q2: 29,761 shares; 2025Q3: 29,435 shares; 2025Q4: 29,375 shares 29,375 $1.83M 0.02% -60 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,382 shares; 2025Q1: 100,133 shares; 2025Q2: 12,604 shares; 2025Q3: 12,161 shares; 2025Q4: 12,415 shares 12,415 $1.82M 0.02% +254 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: 40,878 shares; 2024Q4: 34,853 shares; 2025Q1: 20,264 shares; 2025Q2: 19,022 shares; 2025Q3: 18,207 shares; 2025Q4: 18,527 shares 18,527 $1.81M 0.02% +320 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 4,943 shares; 2025Q1: 4,876 shares; 2025Q2: 4,842 shares; 2025Q3: 4,675 shares; 2025Q4: 4,647 shares 4,647 $1.81M 0.02% -28 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 19,900 shares; 2025Q1: 19,919 shares; 2025Q2: 19,800 shares; 2025Q3: 19,800 shares; 2025Q4: 19,870 shares 19,870 $1.8M 0.02% +70 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 18,129 shares; 2025Q1: 19,146 shares; 2025Q2: 19,066 shares; 2025Q3: 19,115 shares; 2025Q4: 20,575 shares 20,575 $1.8M 0.02% +1,460 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,403 shares; 2024Q4: 21,366 shares; 2025Q1: 21,098 shares; 2025Q2: 20,096 shares; 2025Q3: 22,142 shares; 2025Q4: 28,086 shares 28,086 $1.79M 0.02% +5,944 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: 8,006 shares; 2024Q4: 9,720 shares; 2025Q1: 9,737 shares; 2025Q2: 9,702 shares; 2025Q3: 8,440 shares; 2025Q4: 8,386 shares 8,386 $1.78M 0.02% -54 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: 28,117 shares; 2024Q4: 25,617 shares; 2025Q1: 26,003 shares; 2025Q2: 24,607 shares; 2025Q3: 24,659 shares; 2025Q4: 26,513 shares 26,513 $1.78M 0.02% +1,854 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: 5,861 shares; 2024Q4: 5,343 shares; 2025Q1: 5,568 shares; 2025Q2: 5,508 shares; 2025Q3: 5,159 shares; 2025Q4: 5,151 shares 5,151 $1.77M 0.02% -8 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,858 shares; 2024Q4: 18,196 shares; 2025Q1: 17,122 shares; 2025Q2: 17,174 shares; 2025Q3: 16,785 shares; 2025Q4: 17,410 shares 17,410 $1.76M 0.02% +625 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: 8,098 shares; 2024Q4: 10,696 shares; 2025Q1: 17,815 shares; 2025Q2: 17,477 shares; 2025Q3: 23,455 shares; 2025Q4: 34,635 shares 34,635 $1.75M 0.02% +11,180 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: 7,694 shares; 2024Q4: 9,279 shares; 2025Q1: 8,261 shares; 2025Q2: 8,323 shares; 2025Q3: 8,188 shares; 2025Q4: 8,226 shares 8,226 $1.74M 0.02% +38 Timeline HYD 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: not reported; 2025Q2: 24,475 shares; 2025Q3: 33,870 shares; 2025Q4: 34,020 shares 34,020 $1.74M 0.02% +150 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: 4,941 shares; 2024Q4: 14,053 shares; 2025Q1: 19,801 shares; 2025Q2: 18,306 shares; 2025Q3: 18,306 shares; 2025Q4: 19,192 shares 19,192 $1.72M 0.02% +886 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 17,024 shares; 2025Q1: 17,024 shares; 2025Q2: 17,024 shares; 2025Q3: 17,024 shares; 2025Q4: 16,025 shares 16,025 $1.71M 0.02% -999 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,690 shares; 2025Q1: 2,702 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,832 shares 3,832 $1.7M 0.02% +5 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,680 shares; 2024Q4: 12,165 shares; 2025Q1: 12,165 shares; 2025Q2: 14,065 shares; 2025Q3: 10,041 shares; 2025Q4: 10,041 shares 10,041 $1.7M 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 4,421 shares; 2025Q1: 12,023 shares; 2025Q2: 11,977 shares; 2025Q3: 11,987 shares; 2025Q4: 10,483 shares 10,483 $1.69M 0.02% -1,504 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: 24,070 shares; 2024Q4: 10,237 shares; 2025Q1: 9,844 shares; 2025Q2: 9,646 shares; 2025Q3: 9,665 shares; 2025Q4: 10,532 shares 10,532 $1.69M 0.02% +867 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,519 shares; 2024Q4: 44,394 shares; 2025Q1: 44,244 shares; 2025Q2: 42,944 shares; 2025Q3: 41,719 shares; 2025Q4: 37,989 shares 37,989 $1.69M 0.02% -3,730 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 11,660 shares; 2025Q1: 11,250 shares; 2025Q2: 17,315 shares; 2025Q3: 27,405 shares; 2025Q4: 35,095 shares 35,095 $1.67M 0.02% +7,690 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,775 shares; 2024Q4: 15,563 shares; 2025Q1: 15,737 shares; 2025Q2: 14,958 shares; 2025Q3: 14,637 shares; 2025Q4: 14,791 shares 14,791 $1.67M 0.02% +154 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,539 shares; 2025Q1: 44,240 shares; 2025Q2: 39,294 shares; 2025Q3: 38,538 shares; 2025Q4: 42,638 shares 42,638 $1.65M 0.02% +4,100 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: 1,237 shares; 2024Q4: 3,355 shares; 2025Q1: 3,403 shares; 2025Q2: 3,427 shares; 2025Q3: 3,423 shares; 2025Q4: 3,529 shares 3,529 $1.65M 0.02% +106 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 4,860 shares; 2025Q1: 4,870 shares; 2025Q2: 4,885 shares; 2025Q3: 4,805 shares; 2025Q4: 10,746 shares 10,746 $1.63M 0.02% +5,941 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: 102,936 shares; 2024Q4: 95,656 shares; 2025Q1: 98,883 shares; 2025Q2: 98,885 shares; 2025Q3: 114,578 shares; 2025Q4: 127,537 shares 127,537 $1.61M 0.02% +12,959 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 6,139 shares; 2025Q1: 6,187 shares; 2025Q2: 5,486 shares; 2025Q3: 5,502 shares; 2025Q4: 5,287 shares 5,287 $1.6M 0.02% -215 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: 6,716 shares; 2024Q4: 6,572 shares; 2025Q1: 6,324 shares; 2025Q2: 6,476 shares; 2025Q3: 6,368 shares; 2025Q4: 8,156 shares 8,156 $1.59M 0.02% +1,788 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,186 shares; 2024Q4: 14,767 shares; 2025Q1: 15,267 shares; 2025Q2: 15,091 shares; 2025Q3: 15,084 shares; 2025Q4: 15,543 shares 15,543 $1.59M 0.02% +459 Timeline VXF 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: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares 7,550 $1.58M 0.02% 0 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: 5,573 shares; 2024Q4: 5,679 shares; 2025Q1: 5,652 shares; 2025Q2: 5,758 shares; 2025Q3: 12,228 shares; 2025Q4: 12,231 shares 12,231 $1.58M 0.02% +3 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,771 shares; 2024Q4: 37,540 shares; 2025Q1: 37,190 shares; 2025Q2: 37,165 shares; 2025Q3: 37,015 shares; 2025Q4: 36,965 shares 36,965 $1.57M 0.02% -50 Timeline VSS 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: 19,010 shares; 2024Q4: 12,976 shares; 2025Q1: 12,351 shares; 2025Q2: 11,920 shares; 2025Q3: 11,600 shares; 2025Q4: 10,880 shares 10,880 $1.56M 0.02% -720 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: 2,552 shares; 2024Q4: 2,406 shares; 2025Q1: 2,421 shares; 2025Q2: 2,578 shares; 2025Q3: 2,620 shares; 2025Q4: 2,730 shares 2,730 $1.55M 0.02% +110 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,703 shares; 2024Q4: 9,892 shares; 2025Q1: 10,033 shares; 2025Q2: 9,859 shares; 2025Q3: 7,349 shares; 2025Q4: 7,315 shares 7,315 $1.54M 0.02% -34 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: 4,170 shares; 2024Q4: 4,280 shares; 2025Q1: 4,324 shares; 2025Q2: 3,651 shares; 2025Q3: 3,691 shares; 2025Q4: 3,579 shares 3,579 $1.53M 0.02% -112 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,862 shares; 2024Q4: 80,725 shares; 2025Q1: 124,574 shares; 2025Q2: 138,085 shares; 2025Q3: 135,655 shares; 2025Q4: 129,955 shares 129,955 $1.52M 0.02% -5,700 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 9,375 shares; 2025Q1: 10,820 shares; 2025Q2: 12,950 shares; 2025Q3: 13,045 shares; 2025Q4: 12,199 shares 12,199 $1.52M 0.02% -846 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: 31,393 shares; 2024Q4: 31,887 shares; 2025Q1: 29,233 shares; 2025Q2: 29,233 shares; 2025Q3: 28,833 shares; 2025Q4: 28,603 shares 28,603 $1.51M 0.02% -230 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,149 shares; 2024Q4: 35,650 shares; 2025Q1: 47,791 shares; 2025Q2: 47,161 shares; 2025Q3: 47,593 shares; 2025Q4: 62,553 shares 62,553 $1.51M 0.02% +14,960 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,341 shares; 2025Q1: 8,088 shares; 2025Q2: 8,111 shares; 2025Q3: 8,076 shares; 2025Q4: 8,236 shares 8,236 $1.5M 0.02% +160 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: 7,441 shares; 2025Q1: 7,474 shares; 2025Q2: 7,399 shares; 2025Q3: 7,413 shares; 2025Q4: 7,405 shares 7,405 $1.49M 0.02% -8 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,280 shares; 2025Q2: 38,590 shares; 2025Q3: 39,035 shares; 2025Q4: 38,590 shares 38,590 $1.49M 0.02% -445 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 11,319 shares; 2025Q1: 11,329 shares; 2025Q2: 13,767 shares; 2025Q3: 14,522 shares; 2025Q4: 14,406 shares 14,406 $1.48M 0.02% -116 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,221 shares; 2024Q4: 12,898 shares; 2025Q1: 12,771 shares; 2025Q2: 14,996 shares; 2025Q3: 12,674 shares; 2025Q4: 14,010 shares 14,010 $1.44M 0.02% +1,336 Timeline XBI 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: 6,991 shares; 2024Q4: 10,376 shares; 2025Q1: 10,026 shares; 2025Q2: 11,556 shares; 2025Q3: 11,006 shares; 2025Q4: 11,766 shares 11,766 $1.43M 0.02% +760 Timeline ITB 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: 14,240 shares; 2024Q4: 15,370 shares; 2025Q1: 16,135 shares; 2025Q2: 16,235 shares; 2025Q3: 16,335 shares; 2025Q4: 14,855 shares 14,855 $1.43M 0.02% -1,480 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,440 shares; 2025Q1: 2,396 shares; 2025Q2: 2,409 shares; 2025Q3: 2,399 shares; 2025Q4: 2,352 shares 2,352 $1.42M 0.02% -47 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 17,423 shares 17,423 $1.42M 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 9,723 shares; 2025Q1: 21,433 shares; 2025Q2: 26,555 shares; 2025Q3: 26,555 shares; 2025Q4: 30,632 shares 30,632 $1.42M 0.02% +4,077 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,285 shares 40,285 $1.41M 0.02% +285 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,442 shares; 2024Q4: 11,417 shares; 2025Q1: 17,742 shares; 2025Q2: 31,926 shares; 2025Q3: 26,395 shares; 2025Q4: 26,407 shares 26,407 $1.41M 0.02% +12 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,450 shares; 2025Q1: 2,995 shares; 2025Q2: 3,250 shares; 2025Q3: 3,170 shares; 2025Q4: 3,160 shares 3,160 $1.41M 0.02% -10 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: 8,614 shares; 2024Q4: 12,131 shares; 2025Q1: 11,042 shares; 2025Q2: 19,735 shares; 2025Q3: 19,625 shares; 2025Q4: 24,046 shares 24,046 $1.4M 0.02% +4,421 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: 49,163 shares; 2024Q4: 36,233 shares; 2025Q1: 40,278 shares; 2025Q2: 36,633 shares; 2025Q3: 40,358 shares; 2025Q4: 42,157 shares 42,157 $1.39M 0.02% +1,799 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 13,282 shares; 2025Q1: 14,084 shares; 2025Q2: 15,170 shares; 2025Q3: 15,868 shares; 2025Q4: 16,606 shares 16,606 $1.39M 0.02% +738 Timeline IGV 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: 2,785 shares; 2024Q4: 15,717 shares; 2025Q1: 15,532 shares; 2025Q2: 15,395 shares; 2025Q3: 15,280 shares; 2025Q4: 13,155 shares 13,155 $1.39M 0.02% -2,125 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,484 shares 28,484 $1.38M 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,619 shares; 2024Q4: 11,089 shares; 2025Q1: 11,041 shares; 2025Q2: 10,763 shares; 2025Q3: 10,791 shares; 2025Q4: 12,524 shares 12,524 $1.37M 0.02% +1,733 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: 21,980 shares; 2024Q4: 22,001 shares; 2025Q1: 55,774 shares; 2025Q2: 58,659 shares; 2025Q3: 56,622 shares; 2025Q4: 44,133 shares 44,133 $1.37M 0.02% -12,489 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,308 shares; 2025Q1: 11,758 shares; 2025Q2: 12,223 shares; 2025Q3: 12,118 shares; 2025Q4: 10,608 shares 10,608 $1.35M 0.02% -1,510 Timeline BCYC BICYCLE THERAPEUTICS PLC More: the full row for BICYCLE THERAPEUTICS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,742 shares; 2025Q1: 214,278 shares; 2025Q2: 171,953 shares; 2025Q3: 196,618 shares; 2025Q4: 190,480 shares 190,480 $1.35M 0.02% -6,138 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,172 shares; 2025Q1: 214,820 shares; 2025Q2: 169,350 shares; 2025Q3: 163,710 shares; 2025Q4: 149,231 shares 149,231 $1.34M 0.02% -14,479 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: 21,712 shares; 2024Q4: 12,937 shares; 2025Q1: 8,591 shares; 2025Q2: 8,303 shares; 2025Q3: 4,958 shares; 2025Q4: 4,171 shares 4,171 $1.31M 0.02% -787 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,444 shares; 2024Q4: 25,004 shares; 2025Q1: 24,718 shares; 2025Q2: 24,557 shares; 2025Q3: 21,258 shares; 2025Q4: 21,140 shares 21,140 $1.3M 0.02% -118 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: 5,837 shares; 2024Q4: 5,509 shares; 2025Q1: 10,170 shares; 2025Q2: 10,286 shares; 2025Q3: 10,376 shares; 2025Q4: 11,630 shares 11,630 $1.3M 0.02% +1,254 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: 2,198 shares; 2024Q4: 4,232 shares; 2025Q1: 4,681 shares; 2025Q2: 5,330 shares; 2025Q3: 6,258 shares; 2025Q4: 6,992 shares 6,992 $1.29M 0.02% +734 Timeline RSPD 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: 23,640 shares; 2024Q4: 24,015 shares; 2025Q1: 24,015 shares; 2025Q2: 23,715 shares; 2025Q3: 23,715 shares; 2025Q4: 22,545 shares 22,545 $1.29M 0.02% -1,170 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: 45,046 shares; 2024Q4: 32,690 shares; 2025Q1: 24,867 shares; 2025Q2: 20,993 shares; 2025Q3: 20,262 shares; 2025Q4: 21,966 shares 21,966 $1.28M 0.02% +1,704 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: 10,127 shares; 2024Q4: 8,775 shares; 2025Q1: 8,549 shares; 2025Q2: 9,905 shares; 2025Q3: 9,429 shares; 2025Q4: 9,174 shares 9,174 $1.28M 0.02% -255 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 4,927 shares; 2025Q1: 5,459 shares; 2025Q2: 5,456 shares; 2025Q3: 5,329 shares; 2025Q4: 5,251 shares 5,251 $1.28M 0.02% -78 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,801 shares; 2024Q4: 55,301 shares; 2025Q1: 55,301 shares; 2025Q2: 55,301 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $1.27M 0.02% 0 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: not reported; 2024Q4: 8,675 shares; 2025Q1: 8,675 shares; 2025Q2: 8,675 shares; 2025Q3: 9,671 shares; 2025Q4: 19,564 shares 19,564 $1.26M 0.02% +9,893 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: 11,586 shares; 2024Q4: 11,286 shares; 2025Q1: 11,086 shares; 2025Q2: 11,086 shares; 2025Q3: 11,053 shares; 2025Q4: 11,053 shares 11,053 $1.26M 0.02% 0 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: 3,228 shares; 2024Q4: 3,328 shares; 2025Q1: 2,944 shares; 2025Q2: 3,452 shares; 2025Q3: 3,640 shares; 2025Q4: 3,578 shares 3,578 $1.25M 0.02% -62 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,630 shares; 2024Q4: 14,067 shares; 2025Q1: 13,467 shares; 2025Q2: 13,253 shares; 2025Q3: 12,570 shares; 2025Q4: 19,997 shares 19,997 $1.23M 0.02% +7,427 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: not reported; 2024Q4: 95,758 shares; 2025Q1: 328,744 shares; 2025Q2: 321,428 shares; 2025Q3: 56,881 shares; 2025Q4: 63,077 shares 63,077 $1.22M 0.02% +6,196 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS 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: 44,026 shares; 2025Q4: 45,069 shares 45,069 $1.19M 0.02% +1,043 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,064 shares; 2024Q4: 55,150 shares; 2025Q1: 55,159 shares; 2025Q2: 55,172 shares; 2025Q3: 51,920 shares; 2025Q4: 51,937 shares 51,937 $1.19M 0.02% +17 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: 5,576 shares; 2024Q4: 6,306 shares; 2025Q1: 6,085 shares; 2025Q2: 5,688 shares; 2025Q3: 5,572 shares; 2025Q4: 5,767 shares 5,767 $1.18M 0.02% +195 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: 3,347 shares; 2024Q4: 3,737 shares; 2025Q1: 4,151 shares; 2025Q2: 4,226 shares; 2025Q3: 4,286 shares; 2025Q4: 4,095 shares 4,095 $1.18M 0.02% -191 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,900 shares; 2025Q4: 27,350 shares 27,350 $1.17M 0.02% +450 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 5,876 shares; 2025Q2: 1,126 shares; 2025Q3: 1,977 shares; 2025Q4: 3,886 shares 3,886 $1.17M 0.02% +1,909 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,728 shares; 2024Q4: 44,581 shares; 2025Q1: 44,581 shares; 2025Q2: 59,184 shares; 2025Q3: 50,818 shares; 2025Q4: 63,314 shares 63,314 $1.17M 0.01% +12,496 Timeline IYH 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: 4,120 shares; 2024Q4: 13,264 shares; 2025Q1: 13,306 shares; 2025Q2: 17,606 shares; 2025Q3: 17,606 shares; 2025Q4: 17,606 shares 17,606 $1.15M 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 12,526 shares; 2025Q1: 12,426 shares; 2025Q2: 12,840 shares; 2025Q3: 12,840 shares; 2025Q4: 21,165 shares 21,165 $1.14M 0.01% +8,325 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,512 shares; 2025Q1: 20,660 shares; 2025Q2: 20,660 shares; 2025Q3: 20,660 shares; 2025Q4: 20,660 shares 20,660 $1.14M 0.01% 0 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: 6,454 shares; 2024Q4: 12,272 shares; 2025Q1: 15,917 shares; 2025Q2: 14,332 shares; 2025Q3: 15,584 shares; 2025Q4: 14,054 shares 14,054 $1.13M 0.01% -1,530 Timeline JNK 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: 14,283 shares; 2024Q4: 14,094 shares; 2025Q1: 13,719 shares; 2025Q2: 11,716 shares; 2025Q3: 11,650 shares; 2025Q4: 11,642 shares 11,642 $1.13M 0.01% -8 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,520 shares; 2025Q1: 30,520 shares; 2025Q2: 36,220 shares; 2025Q3: 29,570 shares; 2025Q4: 29,611 shares 29,611 $1.13M 0.01% +41 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,173 shares; 2025Q1: 55,313 shares; 2025Q2: 54,693 shares; 2025Q3: 43,886 shares; 2025Q4: 42,855 shares 42,855 $1.12M 0.01% -1,031 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,674 shares; 2024Q4: 87,748 shares; 2025Q1: 83,347 shares; 2025Q2: 83,147 shares; 2025Q3: 71,854 shares; 2025Q4: 56,913 shares 56,913 $1.12M 0.01% -14,941 Timeline VYMI 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: 19,407 shares; 2024Q4: 13,048 shares; 2025Q1: 12,548 shares; 2025Q2: 12,554 shares; 2025Q3: 12,554 shares; 2025Q4: 12,348 shares 12,348 $1.11M 0.01% -206 Timeline