FLTR 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: 3,983,701 shares; 2024Q4: 3,857,832 shares; 2025Q1: 4,151,858 shares; 2025Q2: 4,272,209 shares; 2025Q3: 4,450,084 shares; 2025Q4: 4,042,078 shares 4,042,078 $103M 10.75% -408,006 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508,177 shares; 2024Q4: 1,511,771 shares; 2025Q1: 1,614,291 shares; 2025Q2: 1,660,231 shares; 2025Q3: 1,752,614 shares; 2025Q4: 1,809,499 shares 1,809,499 $84.8M 8.85% +56,885 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280,995 shares; 2024Q4: 3,832,257 shares; 2025Q1: 3,654,665 shares; 2025Q2: 3,887,215 shares; 2025Q3: 3,857,790 shares; 2025Q4: 3,835,590 shares 3,835,590 $63.2M 6.6% -22,200 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,521 shares; 2024Q4: 448,668 shares; 2025Q1: 461,424 shares; 2025Q2: 500,570 shares; 2025Q3: 534,488 shares; 2025Q4: 587,191 shares 587,191 $33.4M 3.48% +52,703 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: 97,173 shares; 2024Q4: 77,820 shares; 2025Q1: 82,391 shares; 2025Q2: 92,520 shares; 2025Q3: 93,777 shares; 2025Q4: 92,922 shares 92,922 $25.3M 2.64% -855 Timeline SPAB 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: 679,419 shares; 2024Q4: 733,295 shares; 2025Q1: 773,305 shares; 2025Q2: 791,983 shares; 2025Q3: 862,738 shares; 2025Q4: 947,829 shares 947,829 $24.4M 2.55% +85,091 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: 136,196 shares; 2024Q4: 93,643 shares; 2025Q1: 97,985 shares; 2025Q2: 118,489 shares; 2025Q3: 121,597 shares; 2025Q4: 120,637 shares 120,637 $22.5M 2.35% -960 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: 169,279 shares; 2024Q4: 171,251 shares; 2025Q1: 170,783 shares; 2025Q2: 173,478 shares; 2025Q3: 179,580 shares; 2025Q4: 184,861 shares 184,861 $19.7M 2.06% +5,281 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: 43,615 shares; 2024Q4: 32,930 shares; 2025Q1: 33,873 shares; 2025Q2: 38,623 shares; 2025Q3: 39,487 shares; 2025Q4: 38,627 shares 38,627 $18.7M 1.95% -860 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,014 shares; 2024Q4: 142,140 shares; 2025Q1: 142,377 shares; 2025Q2: 149,342 shares; 2025Q3: 156,138 shares; 2025Q4: 165,548 shares 165,548 $13.3M 1.39% +9,410 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: 55,814 shares; 2024Q4: 44,329 shares; 2025Q1: 45,311 shares; 2025Q2: 50,328 shares; 2025Q3: 56,042 shares; 2025Q4: 54,834 shares 54,834 $12.7M 1.32% -1,208 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,898 shares; 2024Q4: 143,577 shares; 2025Q1: 151,641 shares; 2025Q2: 158,205 shares; 2025Q3: 169,118 shares; 2025Q4: 176,278 shares 176,278 $12.6M 1.31% +7,160 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: 36,425 shares; 2024Q4: 27,939 shares; 2025Q1: 28,746 shares; 2025Q2: 31,573 shares; 2025Q3: 33,994 shares; 2025Q4: 31,341 shares 31,341 $9.81M 1.02% -2,653 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,829 shares; 2024Q4: 193,140 shares; 2025Q1: 198,516 shares; 2025Q2: 199,254 shares; 2025Q3: 208,380 shares; 2025Q4: 213,812 shares 213,812 $9.26M 0.97% +5,432 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: 18,218 shares; 2024Q4: 14,836 shares; 2025Q1: 17,052 shares; 2025Q2: 18,782 shares; 2025Q3: 20,490 shares; 2025Q4: 20,334 shares 20,334 $9.14M 0.95% -156 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: 13,876 shares; 2024Q4: 10,499 shares; 2025Q1: 11,061 shares; 2025Q2: 13,524 shares; 2025Q3: 14,101 shares; 2025Q4: 13,786 shares 13,786 $9.1M 0.95% -315 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: 17,852 shares; 2024Q4: 14,964 shares; 2025Q1: 16,328 shares; 2025Q2: 16,380 shares; 2025Q3: 26,608 shares; 2025Q4: 27,138 shares 27,138 $8.74M 0.91% +530 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: 7,535 shares; 2024Q4: 9,785 shares; 2025Q1: 10,308 shares; 2025Q2: 11,698 shares; 2025Q3: 12,287 shares; 2025Q4: 11,774 shares 11,774 $8.03M 0.84% -513 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: 23,240 shares; 2024Q4: 15,720 shares; 2025Q1: 16,883 shares; 2025Q2: 19,716 shares; 2025Q3: 21,804 shares; 2025Q4: 22,496 shares 22,496 $7.79M 0.81% +692 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: 50,121 shares; 2024Q4: 80,419 shares; 2025Q1: 57,185 shares; 2025Q2: 57,201 shares; 2025Q3: 76,836 shares; 2025Q4: 77,336 shares 77,336 $7.43M 0.78% +500 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: 24,264 shares; 2024Q4: 26,098 shares; 2025Q1: 26,166 shares; 2025Q2: 26,254 shares; 2025Q3: 29,043 shares; 2025Q4: 35,047 shares 35,047 $7.37M 0.77% +6,004 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: 46,982 shares; 2024Q4: 49,392 shares; 2025Q1: 52,446 shares; 2025Q2: 55,217 shares; 2025Q3: 61,401 shares; 2025Q4: 63,803 shares 63,803 $7.27M 0.76% +2,402 Timeline EMLP 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: 153,592 shares; 2024Q4: 155,460 shares; 2025Q1: 161,804 shares; 2025Q2: 166,446 shares; 2025Q3: 175,595 shares; 2025Q4: 190,334 shares 190,334 $7.21M 0.75% +14,739 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: 8,318 shares; 2024Q4: 8,357 shares; 2025Q1: 8,004 shares; 2025Q2: 8,419 shares; 2025Q3: 8,671 shares; 2025Q4: 8,301 shares 8,301 $5.69M 0.59% -370 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: 10,258 shares; 2024Q4: 10,174 shares; 2025Q1: 9,863 shares; 2025Q2: 12,207 shares; 2025Q3: 12,420 shares; 2025Q4: 11,992 shares 11,992 $5.68M 0.59% -428 Timeline BBHY 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: 87,391 shares; 2024Q4: 93,295 shares; 2025Q1: 97,560 shares; 2025Q2: 103,361 shares; 2025Q3: 112,704 shares; 2025Q4: 118,408 shares 118,408 $5.51M 0.57% +5,704 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: 22,970 shares; 2024Q4: 16,594 shares; 2025Q1: 17,428 shares; 2025Q2: 18,863 shares; 2025Q3: 18,718 shares; 2025Q4: 17,420 shares 17,420 $5.47M 0.57% -1,298 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,274 shares; 2024Q4: 90,703 shares; 2025Q1: 89,296 shares; 2025Q2: 93,790 shares; 2025Q3: 101,463 shares; 2025Q4: 108,905 shares 108,905 $5.1M 0.53% +7,442 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: 10,670 shares; 2024Q4: 8,830 shares; 2025Q1: 9,818 shares; 2025Q2: 9,170 shares; 2025Q3: 9,992 shares; 2025Q4: 10,069 shares 10,069 $5.06M 0.53% +77 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: 8,973 shares; 2024Q4: 20,207 shares; 2025Q1: 13,300 shares; 2025Q2: 15,711 shares; 2025Q3: 19,189 shares; 2025Q4: 19,629 shares 19,629 $4.83M 0.5% +440 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: 20,700 shares; 2024Q4: 24,391 shares; 2025Q1: 24,221 shares; 2025Q2: 24,260 shares; 2025Q3: 44,464 shares; 2025Q4: 38,619 shares 38,619 $4.64M 0.48% -5,845 Timeline TIPX 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: 208,813 shares; 2024Q4: 214,283 shares; 2025Q1: 225,218 shares; 2025Q2: 230,884 shares; 2025Q3: 227,371 shares; 2025Q4: 234,285 shares 234,285 $4.47M 0.47% +6,914 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: 4,392 shares; 2024Q4: 3,149 shares; 2025Q1: 3,259 shares; 2025Q2: 3,638 shares; 2025Q3: 3,892 shares; 2025Q4: 3,877 shares 3,877 $4.17M 0.43% -15 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: 45,590 shares; 2024Q4: 45,348 shares; 2025Q1: 43,805 shares; 2025Q2: 47,258 shares; 2025Q3: 46,675 shares; 2025Q4: 41,014 shares 41,014 $4.1M 0.43% -5,661 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: 13,672 shares; 2024Q4: 11,948 shares; 2025Q1: 12,071 shares; 2025Q2: 11,827 shares; 2025Q3: 11,917 shares; 2025Q4: 11,366 shares 11,366 $3.99M 0.42% -551 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: 10,863 shares; 2024Q4: 9,316 shares; 2025Q1: 9,392 shares; 2025Q2: 9,234 shares; 2025Q3: 12,709 shares; 2025Q4: 12,983 shares 12,983 $3.97M 0.41% +274 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: 25,403 shares; 2024Q4: 22,573 shares; 2025Q1: 23,317 shares; 2025Q2: 23,905 shares; 2025Q3: 33,421 shares; 2025Q4: 35,022 shares 35,022 $3.9M 0.41% +1,601 Timeline DFUS 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: 45,302 shares; 2024Q4: 46,133 shares; 2025Q1: 46,133 shares; 2025Q2: 44,921 shares; 2025Q3: 45,213 shares; 2025Q4: 45,354 shares 45,354 $3.36M 0.35% +141 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: 14,972 shares; 2024Q4: 11,500 shares; 2025Q1: 11,537 shares; 2025Q2: 10,175 shares; 2025Q3: 11,141 shares; 2025Q4: 10,909 shares 10,909 $3.32M 0.35% -232 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: 25,487 shares; 2024Q4: 24,688 shares; 2025Q1: 30,051 shares; 2025Q2: 86,244 shares; 2025Q3: 85,271 shares; 2025Q4: 87,418 shares 87,418 $3.23M 0.34% +2,147 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 17,139 shares; 2025Q1: 17,695 shares; 2025Q2: 21,921 shares; 2025Q3: 39,217 shares; 2025Q4: 40,149 shares 40,149 $3.09M 0.32% +932 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: 15,073 shares; 2024Q4: 12,088 shares; 2025Q1: 12,236 shares; 2025Q2: 12,440 shares; 2025Q3: 13,622 shares; 2025Q4: 13,344 shares 13,344 $3.05M 0.32% -278 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: 28,483 shares; 2024Q4: 21,294 shares; 2025Q1: 22,905 shares; 2025Q2: 22,848 shares; 2025Q3: 23,757 shares; 2025Q4: 24,574 shares 24,574 $2.96M 0.31% +817 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: 7,861 shares; 2024Q4: 10,461 shares; 2025Q1: 11,195 shares; 2025Q2: 12,069 shares; 2025Q3: 14,841 shares; 2025Q4: 15,383 shares 15,383 $2.95M 0.31% +542 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: 37,806 shares; 2024Q4: 33,778 shares; 2025Q1: 34,112 shares; 2025Q2: 33,352 shares; 2025Q3: 50,746 shares; 2025Q4: 51,406 shares 51,406 $2.83M 0.3% +660 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: 1,810 shares; 2024Q4: 3,381 shares; 2025Q1: 4,727 shares; 2025Q2: 4,243 shares; 2025Q3: 4,588 shares; 2025Q4: 4,255 shares 4,255 $2.61M 0.27% -333 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,269 shares; 2024Q4: 7,651 shares; 2025Q1: 8,083 shares; 2025Q2: 8,625 shares; 2025Q3: 11,468 shares; 2025Q4: 11,626 shares 11,626 $2.41M 0.25% +158 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: 6,467 shares; 2024Q4: 4,613 shares; 2025Q1: 4,906 shares; 2025Q2: 4,862 shares; 2025Q3: 7,220 shares; 2025Q4: 6,960 shares 6,960 $2.39M 0.25% -260 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: 2,993 shares; 2024Q4: 2,437 shares; 2025Q1: 2,425 shares; 2025Q2: 2,399 shares; 2025Q3: 2,522 shares; 2025Q4: 25,264 shares 25,264 $2.37M 0.25% +22,742 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: 21,786 shares; 2024Q4: 15,583 shares; 2025Q1: 16,008 shares; 2025Q2: 15,029 shares; 2025Q3: 15,438 shares; 2025Q4: 15,626 shares 15,626 $2.24M 0.23% +188 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: 9,329 shares; 2024Q4: 8,436 shares; 2025Q1: 8,887 shares; 2025Q2: 9,956 shares; 2025Q3: 10,042 shares; 2025Q4: 10,100 shares 10,100 $2.16M 0.23% +58 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: 5,408 shares; 2024Q4: 3,319 shares; 2025Q1: 3,584 shares; 2025Q2: 6,277 shares; 2025Q3: 6,749 shares; 2025Q4: 7,236 shares 7,236 $2.14M 0.22% +487 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,353 shares; 2025Q1: 12,881 shares; 2025Q2: 15,363 shares; 2025Q3: 31,263 shares; 2025Q4: 26,785 shares 26,785 $2.14M 0.22% -4,478 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: 10,443 shares; 2024Q4: 9,057 shares; 2025Q1: 7,817 shares; 2025Q2: 7,942 shares; 2025Q3: 10,134 shares; 2025Q4: 10,788 shares 10,788 $2.1M 0.22% +654 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: 7,348 shares; 2024Q4: 6,774 shares; 2025Q1: 8,037 shares; 2025Q2: 8,573 shares; 2025Q3: 12,981 shares; 2025Q4: 12,172 shares 12,172 $2.08M 0.22% -809 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: 2,237 shares; 2024Q4: 2,038 shares; 2025Q1: 2,087 shares; 2025Q2: 2,110 shares; 2025Q3: 2,309 shares; 2025Q4: 2,381 shares 2,381 $2.05M 0.21% +72 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: 5,339 shares; 2024Q4: 3,876 shares; 2025Q1: 4,108 shares; 2025Q2: 5,562 shares; 2025Q3: 6,727 shares; 2025Q4: 6,622 shares 6,622 $2.04M 0.21% -105 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: 2,343 shares; 2024Q4: 1,840 shares; 2025Q1: 1,914 shares; 2025Q2: 1,854 shares; 2025Q3: 1,886 shares; 2025Q4: 1,897 shares 1,897 $2.03M 0.21% +11 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: 5,217 shares; 2024Q4: 3,509 shares; 2025Q1: 3,590 shares; 2025Q2: 3,562 shares; 2025Q3: 3,864 shares; 2025Q4: 3,511 shares 3,511 $2M 0.21% -353 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: 19,752 shares; 2024Q4: 19,492 shares; 2025Q1: 20,539 shares; 2025Q2: 18,421 shares; 2025Q3: 20,758 shares; 2025Q4: 21,313 shares 21,313 $1.96M 0.2% +555 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: 8,884 shares; 2024Q4: 5,992 shares; 2025Q1: 5,875 shares; 2025Q2: 5,891 shares; 2025Q3: 5,975 shares; 2025Q4: 5,955 shares 5,955 $1.93M 0.2% -20 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,500 shares; 2025Q3: 71,500 shares; 2025Q4: 70,324 shares 70,324 $1.91M 0.2% -1,176 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: 2,622 shares; 2024Q4: 4,004 shares; 2025Q1: 4,276 shares; 2025Q2: 4,391 shares; 2025Q3: 4,404 shares; 2025Q4: 4,470 shares 4,470 $1.77M 0.18% +66 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: 1,885 shares; 2024Q4: 1,610 shares; 2025Q1: 1,630 shares; 2025Q2: 1,842 shares; 2025Q3: 1,938 shares; 2025Q4: 1,972 shares 1,972 $1.73M 0.18% +34 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: 15,154 shares; 2024Q4: 14,866 shares; 2025Q1: 16,428 shares; 2025Q2: 14,646 shares; 2025Q3: 17,905 shares; 2025Q4: 18,343 shares 18,343 $1.71M 0.18% +438 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: 4,490 shares; 2024Q4: 4,054 shares; 2025Q1: 3,582 shares; 2025Q2: 3,851 shares; 2025Q3: 6,919 shares; 2025Q4: 6,393 shares 6,393 $1.64M 0.17% -526 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 7,968 shares; 2025Q1: 7,126 shares; 2025Q2: 7,410 shares; 2025Q3: 7,044 shares; 2025Q4: 6,224 shares 6,224 $1.61M 0.17% -820 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: 15,937 shares; 2024Q4: 12,120 shares; 2025Q1: 12,685 shares; 2025Q2: 10,576 shares; 2025Q3: 11,252 shares; 2025Q4: 11,116 shares 11,116 $1.6M 0.17% -136 Timeline DAUG 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: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $1.55M 0.16% 0 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: 6,973 shares; 2024Q4: 16,146 shares; 2025Q1: 17,446 shares; 2025Q2: 17,464 shares; 2025Q3: 17,620 shares; 2025Q4: 34,240 shares 34,240 $1.53M 0.16% +16,620 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: 3,440 shares; 2024Q4: 2,825 shares; 2025Q1: 2,881 shares; 2025Q2: 2,746 shares; 2025Q3: 2,715 shares; 2025Q4: 2,663 shares 2,663 $1.53M 0.16% -52 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: 3,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,960 shares; 2025Q3: 58,836 shares; 2025Q4: 56,616 shares 56,616 $1.52M 0.16% -2,220 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,399 shares; 2025Q1: 6,600 shares; 2025Q2: 6,666 shares; 2025Q3: 6,589 shares; 2025Q4: 6,257 shares 6,257 $1.5M 0.16% -332 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: 19,210 shares; 2024Q4: 16,126 shares; 2025Q1: 16,956 shares; 2025Q2: 20,548 shares; 2025Q3: 22,329 shares; 2025Q4: 21,491 shares 21,491 $1.5M 0.16% -838 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: 2,563 shares; 2024Q4: 2,101 shares; 2025Q1: 2,184 shares; 2025Q2: 2,625 shares; 2025Q3: 2,622 shares; 2025Q4: 2,621 shares 2,621 $1.48M 0.15% -1 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: 11,189 shares; 2024Q4: 9,806 shares; 2025Q1: 10,090 shares; 2025Q2: 11,405 shares; 2025Q3: 11,857 shares; 2025Q4: 11,745 shares 11,745 $1.47M 0.15% -112 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: 8,606 shares; 2024Q4: 6,385 shares; 2025Q1: 6,375 shares; 2025Q2: 7,362 shares; 2025Q3: 8,035 shares; 2025Q4: 7,995 shares 7,995 $1.47M 0.15% -40 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: 6,415 shares; 2024Q4: 5,987 shares; 2025Q1: 6,095 shares; 2025Q2: 5,828 shares; 2025Q3: 6,131 shares; 2025Q4: 6,029 shares 6,029 $1.46M 0.15% -102 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: 15,319 shares; 2024Q4: 12,108 shares; 2025Q1: 13,320 shares; 2025Q2: 14,248 shares; 2025Q3: 14,083 shares; 2025Q4: 13,354 shares 13,354 $1.41M 0.15% -729 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: 6,067 shares; 2024Q4: 4,135 shares; 2025Q1: 4,324 shares; 2025Q2: 4,557 shares; 2025Q3: 4,559 shares; 2025Q4: 4,168 shares 4,168 $1.38M 0.14% -391 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,350 shares; 2025Q1: 1,356 shares; 2025Q2: 1,590 shares; 2025Q3: 1,617 shares; 2025Q4: 1,535 shares 1,535 $1.35M 0.14% -82 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: 2,217 shares; 2024Q4: 1,752 shares; 2025Q1: 1,834 shares; 2025Q2: 1,867 shares; 2025Q3: 1,959 shares; 2025Q4: 2,015 shares 2,015 $1.33M 0.14% +56 Timeline DWM 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: 31,231 shares; 2024Q4: 27,173 shares; 2025Q1: 22,023 shares; 2025Q2: 22,441 shares; 2025Q3: 20,752 shares; 2025Q4: 19,312 shares 19,312 $1.33M 0.14% -1,440 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: 2,887 shares; 2024Q4: 2,272 shares; 2025Q1: 2,278 shares; 2025Q2: 2,327 shares; 2025Q3: 2,512 shares; 2025Q4: 2,537 shares 2,537 $1.33M 0.14% +25 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: 2,517 shares; 2024Q4: 1,788 shares; 2025Q1: 1,772 shares; 2025Q2: 2,101 shares; 2025Q3: 2,197 shares; 2025Q4: 2,228 shares 2,228 $1.29M 0.13% +31 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: 9,673 shares; 2024Q4: 7,594 shares; 2025Q1: 7,847 shares; 2025Q2: 9,391 shares; 2025Q3: 9,323 shares; 2025Q4: 7,890 shares 7,890 $1.27M 0.13% -1,433 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: 1,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $1.22M 0.13% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,007 shares; 2025Q1: 1,026 shares; 2025Q2: 1,442 shares; 2025Q3: 1,803 shares; 2025Q4: 1,829 shares 1,829 $1.2M 0.12% +26 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000 $1.17M 0.12% 0 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: 40,008 shares; 2024Q4: 36,988 shares; 2025Q1: 41,691 shares; 2025Q2: 49,053 shares; 2025Q3: 51,176 shares; 2025Q4: 45,998 shares 45,998 $1.14M 0.12% -5,178 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: 3,381 shares; 2024Q4: 3,021 shares; 2025Q1: 3,195 shares; 2025Q2: 3,343 shares; 2025Q3: 3,467 shares; 2025Q4: 3,487 shares 3,487 $1.11M 0.12% +20 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,534 shares; 2025Q3: 34,534 shares; 2025Q4: 34,090 shares 34,090 $1.07M 0.11% -444 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: not reported; 2024Q4: 12,045 shares; 2025Q1: 13,510 shares; 2025Q2: 14,965 shares; 2025Q3: 14,579 shares; 2025Q4: 14,367 shares 14,367 $1.06M 0.11% -212 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: 530 shares; 2024Q4: 1,800 shares; 2025Q1: 1,910 shares; 2025Q2: 2,260 shares; 2025Q3: 2,210 shares; 2025Q4: 2,211 shares 2,211 $1.06M 0.11% +1 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 16,216 shares; 2025Q1: 20,638 shares; 2025Q2: 20,638 shares; 2025Q3: 21,638 shares; 2025Q4: 21,638 shares 21,638 $1.03M 0.11% 0 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: 10,741 shares; 2024Q4: 10,580 shares; 2025Q1: 11,051 shares; 2025Q2: 11,101 shares; 2025Q3: 11,606 shares; 2025Q4: 11,001 shares 11,001 $1.03M 0.11% -605 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 5,200 shares; 2025Q2: 6,323 shares; 2025Q3: 5,444 shares; 2025Q4: 5,783 shares 5,783 $1.03M 0.11% +339 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,773 shares; 2024Q4: 51,546 shares; 2025Q1: 45,058 shares; 2025Q2: 48,903 shares; 2025Q3: 44,636 shares; 2025Q4: 40,194 shares 40,194 $1.02M 0.11% -4,442 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: 7,378 shares; 2024Q4: 5,398 shares; 2025Q1: 5,677 shares; 2025Q2: 5,834 shares; 2025Q3: 6,555 shares; 2025Q4: 6,494 shares 6,494 $998K 0.1% -61 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 6,256 shares; 2025Q1: 6,436 shares; 2025Q2: 8,743 shares; 2025Q3: 10,839 shares; 2025Q4: 10,375 shares 10,375 $989K 0.1% -464 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 5,575 shares; 2025Q1: 5,651 shares; 2025Q2: 6,953 shares; 2025Q3: 7,960 shares; 2025Q4: 7,803 shares 7,803 $958K 0.1% -157 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: 4,612 shares; 2024Q4: 3,623 shares; 2025Q1: 3,620 shares; 2025Q2: 3,997 shares; 2025Q3: 3,426 shares; 2025Q4: 3,564 shares 3,564 $956K 0.1% +138 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: 3,703 shares; 2024Q4: 4,441 shares; 2025Q1: 4,531 shares; 2025Q2: 3,542 shares; 2025Q3: 4,523 shares; 2025Q4: 4,368 shares 4,368 $948K 0.1% -155 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: 3,221 shares; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 3,431 shares; 2025Q3: 3,229 shares; 2025Q4: 3,291 shares 3,291 $939K 0.1% +62 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: 7,546 shares; 2024Q4: 5,770 shares; 2025Q1: 5,906 shares; 2025Q2: 7,461 shares; 2025Q3: 7,830 shares; 2025Q4: 8,081 shares 8,081 $938K 0.1% +251 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 3,942 shares; 2025Q1: 3,907 shares; 2025Q2: 3,704 shares; 2025Q3: 3,824 shares; 2025Q4: 4,108 shares 4,108 $935K 0.1% +284 Timeline DJUL 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: 20,262 shares; 2024Q4: 20,262 shares; 2025Q1: 20,262 shares; 2025Q2: 20,262 shares; 2025Q3: 20,262 shares; 2025Q4: 19,635 shares 19,635 $934K 0.1% -627 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: not reported; 2024Q4: 3,448 shares; 2025Q1: 3,616 shares; 2025Q2: 3,670 shares; 2025Q3: 3,667 shares; 2025Q4: 3,602 shares 3,602 $929K 0.1% -65 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: 3,350 shares; 2024Q4: 2,333 shares; 2025Q1: 2,401 shares; 2025Q2: 2,545 shares; 2025Q3: 2,937 shares; 2025Q4: 2,178 shares 2,178 $929K 0.1% -759 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 4,507 shares 4,507 $924K 0.1% +63 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: 7,877 shares; 2024Q4: 5,760 shares; 2025Q1: 6,002 shares; 2025Q2: 6,015 shares; 2025Q3: 6,325 shares; 2025Q4: 6,009 shares 6,009 $916K 0.1% -316 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: 5,880 shares; 2024Q4: 3,913 shares; 2025Q1: 4,315 shares; 2025Q2: 6,730 shares; 2025Q3: 6,994 shares; 2025Q4: 14,310 shares 14,310 $912K 0.1% +7,316 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 2,289 shares; 2025Q1: 2,293 shares; 2025Q2: 2,686 shares; 2025Q3: 5,823 shares; 2025Q4: 5,229 shares 5,229 $907K 0.09% -594 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: 4,030 shares; 2024Q4: 2,812 shares; 2025Q1: 2,740 shares; 2025Q2: 2,748 shares; 2025Q3: 2,710 shares; 2025Q4: 2,442 shares 2,442 $903K 0.09% -268 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: 166 shares; 2024Q4: 140 shares; 2025Q1: 137 shares; 2025Q2: 169 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168 $900K 0.09% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,351 shares; 2024Q4: 9,291 shares; 2025Q1: 10,226 shares; 2025Q2: 11,765 shares; 2025Q3: 11,479 shares; 2025Q4: 10,788 shares 10,788 $881K 0.09% -691 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: 4,067 shares; 2024Q4: 2,884 shares; 2025Q1: 2,894 shares; 2025Q2: 3,296 shares; 2025Q3: 2,962 shares; 2025Q4: 3,812 shares 3,812 $873K 0.09% +850 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 16,952 shares; 2025Q1: 18,944 shares; 2025Q2: 16,198 shares; 2025Q3: 15,931 shares; 2025Q4: 15,815 shares 15,815 $865K 0.09% -116 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,013 shares; 2025Q4: 7,069 shares 7,069 $860K 0.09% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,021 shares; 2025Q3: 30,572 shares; 2025Q4: 30,148 shares 30,148 $859K 0.09% -424 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: 2,511 shares; 2024Q4: 1,872 shares; 2025Q1: 1,941 shares; 2025Q2: 2,448 shares; 2025Q3: 2,430 shares; 2025Q4: 2,415 shares 2,415 $853K 0.09% -15 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: 1,553 shares; 2024Q4: 920 shares; 2025Q1: 1,422 shares; 2025Q2: 1,682 shares; 2025Q3: 1,748 shares; 2025Q4: 1,811 shares 1,811 $843K 0.09% +63 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,422 shares; 2025Q1: 1,408 shares; 2025Q2: 3,625 shares; 2025Q3: 3,405 shares; 2025Q4: 3,403 shares 3,403 $825K 0.09% -2 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: 6,175 shares; 2024Q4: 5,463 shares; 2025Q1: 5,541 shares; 2025Q2: 5,558 shares; 2025Q3: 4,999 shares; 2025Q4: 4,997 shares 4,997 $813K 0.08% -2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,494 shares; 2025Q1: 7,868 shares; 2025Q2: 8,626 shares; 2025Q3: 8,618 shares; 2025Q4: 8,618 shares 8,618 $811K 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 2,238 shares; 2025Q1: 2,487 shares; 2025Q2: 3,274 shares; 2025Q3: 2,190 shares; 2025Q4: 3,060 shares 3,060 $811K 0.08% +870 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: 3,386 shares; 2024Q4: 2,080 shares; 2025Q1: 2,234 shares; 2025Q2: 3,172 shares; 2025Q3: 4,319 shares; 2025Q4: 4,362 shares 4,362 $810K 0.08% +43 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,029 shares; 2024Q4: 5,795 shares; 2025Q1: 6,254 shares; 2025Q2: 11,184 shares; 2025Q3: 10,115 shares; 2025Q4: 10,268 shares 10,268 $808K 0.08% +153 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: 68,222 shares; 2024Q4: 55,185 shares; 2025Q1: 58,541 shares; 2025Q2: 69,191 shares; 2025Q3: 68,473 shares; 2025Q4: 68,164 shares 68,164 $800K 0.08% -309 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,318 shares; 2025Q1: 1,388 shares; 2025Q2: not reported; 2025Q3: 3,416 shares; 2025Q4: 3,126 shares 3,126 $793K 0.08% -290 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,879 shares; 2025Q1: 9,436 shares; 2025Q2: 9,436 shares; 2025Q3: 9,436 shares; 2025Q4: 9,486 shares 9,486 $786K 0.08% +50 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,458 shares; 2025Q1: 3,658 shares; 2025Q2: 4,379 shares; 2025Q3: 4,364 shares; 2025Q4: 4,420 shares 4,420 $785K 0.08% +56 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: not reported; 2024Q4: 2,203 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 5,406 shares 5,406 $778K 0.08% +2,703 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 22,961 shares; 2025Q1: 22,958 shares; 2025Q2: 27,539 shares; 2025Q3: 40,307 shares; 2025Q4: 43,341 shares 43,341 $752K 0.08% +3,034 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: 720 shares; 2024Q4: 536 shares; 2025Q1: 560 shares; 2025Q2: 526 shares; 2025Q3: 523 shares; 2025Q4: 601 shares 601 $730K 0.08% +78 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: 4,954 shares; 2024Q4: 4,098 shares; 2025Q1: 3,570 shares; 2025Q2: 4,386 shares; 2025Q3: 4,618 shares; 2025Q4: 4,499 shares 4,499 $729K 0.08% -119 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: 23,769 shares; 2024Q4: 17,720 shares; 2025Q1: 17,504 shares; 2025Q2: 21,440 shares; 2025Q3: 25,574 shares; 2025Q4: 26,495 shares 26,495 $728K 0.08% +921 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: 6,535 shares; 2024Q4: 5,019 shares; 2025Q1: 5,370 shares; 2025Q2: 5,703 shares; 2025Q3: 5,691 shares; 2025Q4: 6,393 shares 6,393 $727K 0.08% +702 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,697 shares; 2024Q4: 31,434 shares; 2025Q1: 32,243 shares; 2025Q2: 35,578 shares; 2025Q3: 35,480 shares; 2025Q4: 37,236 shares 37,236 $720K 0.08% +1,756 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: 3,026 shares; 2024Q4: 3,134 shares; 2025Q1: 3,796 shares; 2025Q2: 4,748 shares; 2025Q3: 5,091 shares; 2025Q4: 4,904 shares 4,904 $719K 0.08% -187 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: 20,338 shares; 2024Q4: 16,482 shares; 2025Q1: 17,468 shares; 2025Q2: 16,545 shares; 2025Q3: 18,101 shares; 2025Q4: 17,622 shares 17,622 $718K 0.07% -479 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: 5,881 shares; 2024Q4: 2,761 shares; 2025Q1: 2,953 shares; 2025Q2: 3,476 shares; 2025Q3: 5,368 shares; 2025Q4: 5,387 shares 5,387 $715K 0.07% +19 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: 1,135 shares; 2024Q4: 803 shares; 2025Q1: 798 shares; 2025Q2: 928 shares; 2025Q3: 993 shares; 2025Q4: 4,657 shares 4,657 $713K 0.07% +3,664 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: 9,422 shares; 2024Q4: 8,575 shares; 2025Q1: 8,739 shares; 2025Q2: 7,924 shares; 2025Q3: 8,750 shares; 2025Q4: 8,761 shares 8,761 $712K 0.07% +11 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: 16,711 shares; 2024Q4: 14,260 shares; 2025Q1: 15,313 shares; 2025Q2: 18,790 shares; 2025Q3: 17,160 shares; 2025Q4: 13,961 shares 13,961 $710K 0.07% -3,199 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: not reported; 2024Q4: 9,301 shares; 2025Q1: 10,759 shares; 2025Q2: 10,763 shares; 2025Q3: 10,206 shares; 2025Q4: 9,385 shares 9,385 $708K 0.07% -821 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,561 shares; 2025Q1: 1,639 shares; 2025Q2: 1,734 shares; 2025Q3: 2,109 shares; 2025Q4: 2,103 shares 2,103 $708K 0.07% -6 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,646 shares; 2025Q1: 4,921 shares; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 4,990 shares 4,990 $704K 0.07% +69 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,931 shares; 2025Q2: 14,931 shares; 2025Q3: 14,931 shares; 2025Q4: 14,714 shares 14,714 $702K 0.07% -217 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: 841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,155 shares; 2025Q4: 1,118 shares 1,118 $701K 0.07% -37 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: 719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,078 shares 4,078 $698K 0.07% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 7,211 shares; 2025Q1: 6,807 shares; 2025Q2: 4,306 shares; 2025Q3: 5,031 shares; 2025Q4: 5,160 shares 5,160 $697K 0.07% +129 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,819 shares; 2025Q3: 15,819 shares; 2025Q4: 15,408 shares 15,408 $697K 0.07% -411 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: not reported; 2024Q4: 2,316 shares; 2025Q1: 2,379 shares; 2025Q2: 2,384 shares; 2025Q3: 2,379 shares; 2025Q4: 2,395 shares 2,395 $695K 0.07% +16 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: 5,866 shares; 2024Q4: 4,469 shares; 2025Q1: 4,427 shares; 2025Q2: 3,805 shares; 2025Q3: 3,640 shares; 2025Q4: 3,734 shares 3,734 $693K 0.07% +94 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: 12,240 shares; 2024Q4: 10,543 shares; 2025Q1: 11,065 shares; 2025Q2: 10,022 shares; 2025Q3: 9,020 shares; 2025Q4: 9,374 shares 9,374 $690K 0.07% +354 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares 5,262 $689K 0.07% new 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: 1,103 shares; 2024Q4: 1,029 shares; 2025Q1: 1,086 shares; 2025Q2: 868 shares; 2025Q3: 1,380 shares; 2025Q4: 1,518 shares 1,518 $688K 0.07% +138 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: 5,449 shares; 2024Q4: 4,590 shares; 2025Q1: 4,751 shares; 2025Q2: 5,522 shares; 2025Q3: 5,408 shares; 2025Q4: 5,341 shares 5,341 $681K 0.07% -67 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: 7,772 shares; 2025Q1: 7,772 shares; 2025Q2: 10,431 shares; 2025Q3: 10,431 shares; 2025Q4: 10,431 shares 10,431 $672K 0.07% 0 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: not reported; 2024Q4: 1,860 shares; 2025Q1: 2,239 shares; 2025Q2: 2,199 shares; 2025Q3: 2,073 shares; 2025Q4: 1,983 shares 1,983 $665K 0.07% -90 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: 2,229 shares; 2024Q4: 1,758 shares; 2025Q1: 1,762 shares; 2025Q2: 2,132 shares; 2025Q3: 2,256 shares; 2025Q4: 2,270 shares 2,270 $652K 0.07% +14 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: 611 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 637 shares; 2025Q3: 628 shares; 2025Q4: 642 shares 642 $648K 0.07% +14 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: 1,689 shares; 2024Q4: 2,385 shares; 2025Q1: 2,503 shares; 2025Q2: 2,829 shares; 2025Q3: 3,204 shares; 2025Q4: 3,492 shares 3,492 $643K 0.07% +288 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: 4,941 shares; 2024Q4: 5,106 shares; 2025Q1: 5,530 shares; 2025Q2: 5,504 shares; 2025Q3: 5,359 shares; 2025Q4: 5,502 shares 5,502 $642K 0.07% +143 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: 20,144 shares; 2024Q4: 16,000 shares; 2025Q1: 18,082 shares; 2025Q2: 19,729 shares; 2025Q3: 18,366 shares; 2025Q4: 18,201 shares 18,201 $632K 0.07% -165 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: not reported; 2024Q4: 3,083 shares; 2025Q1: 3,122 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares; 2025Q4: 3,171 shares 3,171 $630K 0.07% +104 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: 8,413 shares; 2024Q4: 6,839 shares; 2025Q1: 6,990 shares; 2025Q2: 7,011 shares; 2025Q3: 10,478 shares; 2025Q4: 11,623 shares 11,623 $620K 0.06% +1,145 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: 4,303 shares; 2024Q4: 2,570 shares; 2025Q1: 2,607 shares; 2025Q2: 2,558 shares; 2025Q3: 2,507 shares; 2025Q4: 2,561 shares 2,561 $618K 0.06% +54 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 1,562 shares; 2025Q2: 1,551 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares 1,646 $615K 0.06% 0 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: 29,833 shares; 2024Q4: 14,701 shares; 2025Q1: 21,189 shares; 2025Q2: 24,875 shares; 2025Q3: 28,058 shares; 2025Q4: 24,314 shares 24,314 $605K 0.06% -3,744 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 8,063 shares; 2025Q1: 8,182 shares; 2025Q2: 8,141 shares; 2025Q3: 7,441 shares; 2025Q4: 7,455 shares 7,455 $605K 0.06% +14 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 290 shares; 2025Q1: 306 shares; 2025Q2: 5,964 shares; 2025Q3: 6,487 shares; 2025Q4: 6,602 shares 6,602 $602K 0.06% +115 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: 1,387 shares; 2024Q4: 840 shares; 2025Q1: 1,181 shares; 2025Q2: 1,598 shares; 2025Q3: 1,595 shares; 2025Q4: 1,547 shares 1,547 $602K 0.06% -48 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: 5,226 shares; 2024Q4: 5,794 shares; 2025Q1: 5,981 shares; 2025Q2: 6,494 shares; 2025Q3: 6,479 shares; 2025Q4: 6,003 shares 6,003 $600K 0.06% -476 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,248 shares; 2024Q4: 23,649 shares; 2025Q1: 24,047 shares; 2025Q2: 20,313 shares; 2025Q3: 20,111 shares; 2025Q4: 20,074 shares 20,074 $598K 0.06% -37 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: 5,770 shares; 2024Q4: 5,157 shares; 2025Q1: 5,201 shares; 2025Q2: 4,729 shares; 2025Q3: 4,721 shares; 2025Q4: 4,631 shares 4,631 $598K 0.06% -90 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: 16,225 shares; 2024Q4: 23,012 shares; 2025Q1: 22,369 shares; 2025Q2: 15,580 shares; 2025Q3: 16,809 shares; 2025Q4: 16,441 shares 16,441 $596K 0.06% -368 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: 3,863 shares; 2024Q4: not reported; 2025Q1: 2,184 shares; 2025Q2: 3,788 shares; 2025Q3: 4,350 shares; 2025Q4: 4,296 shares 4,296 $592K 0.06% -54 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: 7,935 shares; 2024Q4: 5,867 shares; 2025Q1: 5,902 shares; 2025Q2: 7,468 shares; 2025Q3: 6,795 shares; 2025Q4: 6,765 shares 6,765 $590K 0.06% -30 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,633 shares; 2024Q4: 9,120 shares; 2025Q1: 9,409 shares; 2025Q2: 12,377 shares; 2025Q3: 11,142 shares; 2025Q4: 10,356 shares 10,356 $586K 0.06% -786 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: 2,577 shares; 2024Q4: 7,374 shares; 2025Q1: 2,819 shares; 2025Q2: 2,782 shares; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares 2,763 $586K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,238 shares; 2025Q3: 8,953 shares; 2025Q4: 9,376 shares 9,376 $586K 0.06% +423 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: 1,033 shares; 2024Q4: 586 shares; 2025Q1: 1,173 shares; 2025Q2: 1,063 shares; 2025Q3: 1,049 shares; 2025Q4: 1,137 shares 1,137 $580K 0.06% +88 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 1,736 shares; 2025Q1: 1,781 shares; 2025Q2: 2,208 shares; 2025Q3: 3,799 shares; 2025Q4: 3,759 shares 3,759 $579K 0.06% -40 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: 12,211 shares; 2024Q4: 9,588 shares; 2025Q1: 10,968 shares; 2025Q2: 12,528 shares; 2025Q3: 12,321 shares; 2025Q4: 12,510 shares 12,510 $579K 0.06% +189 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,342 shares; 2025Q1: 43,768 shares; 2025Q2: 45,320 shares; 2025Q3: 45,399 shares; 2025Q4: 43,494 shares 43,494 $578K 0.06% -1,905 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 661 shares; 2025Q1: 1,086 shares; 2025Q2: 1,222 shares; 2025Q3: 1,424 shares; 2025Q4: 1,228 shares 1,228 $577K 0.06% -196 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,674 shares; 2024Q4: 11,794 shares; 2025Q1: 12,289 shares; 2025Q2: 11,926 shares; 2025Q3: 12,184 shares; 2025Q4: 12,251 shares 12,251 $573K 0.06% +67 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 2,722 shares; 2025Q1: 2,814 shares; 2025Q2: 3,150 shares; 2025Q3: 3,043 shares; 2025Q4: 2,799 shares 2,799 $568K 0.06% -244 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,110 shares; 2025Q4: 3,292 shares 3,292 $567K 0.06% +182 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: 2,048 shares 2,048 $564K 0.06% -1 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: 1,957 shares; 2024Q4: 1,542 shares; 2025Q1: 1,581 shares; 2025Q2: 1,966 shares; 2025Q3: 1,621 shares; 2025Q4: 1,604 shares 1,604 $564K 0.06% -17 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: 862 shares; 2024Q4: 541 shares; 2025Q1: 566 shares; 2025Q2: 749 shares; 2025Q3: 755 shares; 2025Q4: 689 shares 689 $558K 0.06% -66 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: 2,412 shares; 2024Q4: 2,347 shares; 2025Q1: 2,320 shares; 2025Q2: 2,409 shares; 2025Q3: 2,586 shares; 2025Q4: 2,664 shares 2,664 $556K 0.06% +78 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: 6,705 shares; 2024Q4: 3,775 shares; 2025Q1: 5,014 shares; 2025Q2: 4,105 shares; 2025Q3: 3,891 shares; 2025Q4: 4,333 shares 4,333 $553K 0.06% +442 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,363 shares; 2025Q1: 11,363 shares; 2025Q2: 11,363 shares; 2025Q3: 11,363 shares; 2025Q4: 11,363 shares 11,363 $549K 0.06% 0 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: 5,518 shares; 2024Q4: 4,987 shares; 2025Q1: 4,861 shares; 2025Q2: 4,976 shares; 2025Q3: 5,114 shares; 2025Q4: 4,832 shares 4,832 $545K 0.06% -282 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,492 shares; 2024Q4: 19,639 shares; 2025Q1: 20,679 shares; 2025Q2: 23,629 shares; 2025Q3: 23,137 shares; 2025Q4: 19,241 shares 19,241 $539K 0.06% -3,896 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: 7,252 shares; 2024Q4: 6,187 shares; 2025Q1: 6,111 shares; 2025Q2: 6,917 shares; 2025Q3: 6,746 shares; 2025Q4: 6,823 shares 6,823 $539K 0.06% +77 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: 1,482 shares; 2024Q4: 919 shares; 2025Q1: 951 shares; 2025Q2: 1,239 shares; 2025Q3: 1,308 shares; 2025Q4: 1,268 shares 1,268 $535K 0.06% -40 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,075 shares; 2024Q4: 27,318 shares; 2025Q1: 27,685 shares; 2025Q2: 22,411 shares; 2025Q3: 19,101 shares; 2025Q4: 18,940 shares 18,940 $533K 0.06% -161 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,546 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,693 shares 1,693 $533K 0.06% +34 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 9,422 shares; 2025Q1: 9,918 shares; 2025Q2: 11,075 shares; 2025Q3: 10,422 shares; 2025Q4: 10,854 shares 10,854 $526K 0.05% +432 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,575 shares; 2024Q4: 4,197 shares; 2025Q1: 4,752 shares; 2025Q2: 6,898 shares; 2025Q3: 8,729 shares; 2025Q4: 8,740 shares 8,740 $525K 0.05% +11 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 13,562 shares; 2025Q1: 14,565 shares; 2025Q2: 23,408 shares; 2025Q3: 21,216 shares; 2025Q4: 20,293 shares 20,293 $520K 0.05% -923 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 7,347 shares; 2025Q1: 7,219 shares; 2025Q2: 7,613 shares; 2025Q3: 7,191 shares; 2025Q4: 6,748 shares 6,748 $517K 0.05% -443 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 343 shares; 2025Q1: 360 shares; 2025Q2: 414 shares; 2025Q3: 387 shares; 2025Q4: 387 shares 387 $515K 0.05% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,411 shares; 2025Q1: 1,424 shares; 2025Q2: 1,481 shares; 2025Q3: 1,483 shares; 2025Q4: 1,516 shares 1,516 $511K 0.05% +33 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: 945 shares; 2024Q4: 685 shares; 2025Q1: 705 shares; 2025Q2: 979 shares; 2025Q3: 1,095 shares; 2025Q4: 1,094 shares 1,094 $511K 0.05% -1 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: 3,820 shares; 2024Q4: 3,875 shares; 2025Q1: 4,238 shares; 2025Q2: 4,453 shares; 2025Q3: 5,142 shares; 2025Q4: 5,259 shares 5,259 $505K 0.05% +117 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 4,078 shares; 2025Q3: 4,182 shares; 2025Q4: 4,375 shares 4,375 $504K 0.05% +193 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,260 shares; 2025Q4: 2,118 shares 2,118 $503K 0.05% -2,142 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 5,292 shares; 2025Q3: 5,980 shares; 2025Q4: 6,480 shares 6,480 $501K 0.05% +500 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares 2,251 $501K 0.05% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 957 shares; 2025Q1: 996 shares; 2025Q2: 1,076 shares; 2025Q3: 1,069 shares; 2025Q4: 860 shares 860 $499K 0.05% -209 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,396 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,384 shares 1,384 $494K 0.05% -16 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 1,777 shares; 2025Q1: 1,808 shares; 2025Q2: 1,788 shares; 2025Q3: 1,829 shares; 2025Q4: 1,577 shares 1,577 $492K 0.05% -252 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: 818 shares; 2024Q4: 591 shares; 2025Q1: 603 shares; 2025Q2: 607 shares; 2025Q3: 659 shares; 2025Q4: 581 shares 581 $477K 0.05% -78 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: 3,819 shares; 2024Q4: 2,656 shares; 2025Q1: 2,687 shares; 2025Q2: 1,708 shares; 2025Q3: 1,714 shares; 2025Q4: 1,731 shares 1,731 $469K 0.05% +17 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,473 shares; 2025Q4: 1,446 shares 1,446 $460K 0.05% -27 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,845 shares; 2024Q4: 30,500 shares; 2025Q1: 30,743 shares; 2025Q2: 30,362 shares; 2025Q3: 28,348 shares; 2025Q4: 28,690 shares 28,690 $455K 0.05% +342 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: 2,907 shares; 2024Q4: 2,209 shares; 2025Q1: 2,213 shares; 2025Q2: 2,909 shares; 2025Q3: 2,624 shares; 2025Q4: 4,571 shares 4,571 $453K 0.05% +1,947 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: 6,345 shares; 2024Q4: 3,689 shares; 2025Q1: 3,751 shares; 2025Q2: 4,617 shares; 2025Q3: 5,518 shares; 2025Q4: 5,625 shares 5,625 $452K 0.05% +107 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: 2,622 shares; 2024Q4: 2,662 shares; 2025Q1: not reported; 2025Q2: 3,206 shares; 2025Q3: 3,068 shares; 2025Q4: 2,439 shares 2,439 $450K 0.05% -629 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: 6,653 shares; 2024Q4: 6,653 shares; 2025Q1: 6,653 shares; 2025Q2: 4,190 shares; 2025Q3: 4,178 shares; 2025Q4: 4,178 shares 4,178 $448K 0.05% 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: 3,589 shares; 2024Q4: 2,270 shares; 2025Q1: 2,292 shares; 2025Q2: 2,698 shares; 2025Q3: 2,640 shares; 2025Q4: 2,766 shares 2,766 $445K 0.05% +126 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 1,889 shares; 2025Q1: 1,919 shares; 2025Q2: 2,524 shares; 2025Q3: 2,495 shares; 2025Q4: 2,352 shares 2,352 $442K 0.05% -143 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 1,754 shares; 2025Q1: 1,789 shares; 2025Q2: 1,299 shares; 2025Q3: 1,345 shares; 2025Q4: 1,191 shares 1,191 $440K 0.05% -154 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: 3,463 shares; 2024Q4: 3,276 shares; 2025Q1: 3,477 shares; 2025Q2: 4,865 shares; 2025Q3: 5,520 shares; 2025Q4: 5,170 shares 5,170 $439K 0.05% -350 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: 5,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,994 shares; 2025Q4: 8,917 shares 8,917 $439K 0.05% -77 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: not reported; 2024Q4: 7,414 shares; 2025Q1: 7,762 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares 7,943 $435K 0.05% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,039 shares; 2025Q1: 2,069 shares; 2025Q2: 2,633 shares; 2025Q3: 2,667 shares; 2025Q4: 2,696 shares 2,696 $433K 0.05% +29 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 1,178 shares; 2025Q1: 1,308 shares; 2025Q2: 1,782 shares; 2025Q3: 2,026 shares; 2025Q4: 2,022 shares 2,022 $433K 0.05% -4 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 4,567 shares; 2025Q1: 4,541 shares; 2025Q2: 5,675 shares; 2025Q3: 3,563 shares; 2025Q4: 3,606 shares 3,606 $432K 0.05% +43 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: 2,502 shares; 2024Q4: 1,534 shares; 2025Q1: 1,615 shares; 2025Q2: 1,845 shares; 2025Q3: 1,817 shares; 2025Q4: 1,668 shares 1,668 $429K 0.04% -149 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 422 shares; 2025Q1: 421 shares; 2025Q2: 574 shares; 2025Q3: 594 shares; 2025Q4: 560 shares 560 $429K 0.04% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,112 shares; 2025Q4: 8,419 shares 8,419 $426K 0.04% -1,693 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: not reported; 2024Q4: 12,407 shares; 2025Q1: 13,773 shares; 2025Q2: 15,413 shares; 2025Q3: 15,413 shares; 2025Q4: 15,527 shares 15,527 $426K 0.04% +114 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 6,016 shares; 2025Q1: 6,189 shares; 2025Q2: 7,372 shares; 2025Q3: 7,265 shares; 2025Q4: 7,354 shares 7,354 $424K 0.04% +89 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 6,901 shares; 2025Q1: 7,160 shares; 2025Q2: 5,996 shares; 2025Q3: 5,828 shares; 2025Q4: 5,752 shares 5,752 $423K 0.04% -76 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: 2,165 shares; 2024Q4: 1,534 shares; 2025Q1: 1,517 shares; 2025Q2: 1,843 shares; 2025Q3: 1,611 shares; 2025Q4: 1,515 shares 1,515 $423K 0.04% -96 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: 1,551 shares; 2024Q4: 1,233 shares; 2025Q1: 1,264 shares; 2025Q2: 1,625 shares; 2025Q3: 2,248 shares; 2025Q4: 2,254 shares 2,254 $417K 0.04% +6 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: not reported; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 6,527 shares; 2025Q3: 6,527 shares; 2025Q4: 5,663 shares 5,663 $417K 0.04% -864 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,677 shares; 2025Q3: 6,639 shares; 2025Q4: 5,628 shares 5,628 $415K 0.04% -1,011 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: 4,112 shares; 2024Q4: 5,001 shares; 2025Q1: 5,055 shares; 2025Q2: 3,139 shares; 2025Q3: 5,239 shares; 2025Q4: 4,233 shares 4,233 $414K 0.04% -1,006 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,445 shares 20,445 $414K 0.04% new 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: 9,674 shares; 2024Q4: 9,351 shares; 2025Q1: 8,851 shares; 2025Q2: 8,423 shares; 2025Q3: 7,614 shares; 2025Q4: 5,318 shares 5,318 $412K 0.04% -2,296 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,100 shares; 2025Q1: 1,178 shares; 2025Q2: 1,442 shares; 2025Q3: 1,394 shares; 2025Q4: 1,386 shares 1,386 $410K 0.04% -8 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: 4,904 shares; 2025Q4: 4,907 shares 4,907 $409K 0.04% +3 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 703 shares; 2025Q1: 729 shares; 2025Q2: 859 shares; 2025Q3: 845 shares; 2025Q4: 831 shares 831 $407K 0.04% -14 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: 2,687 shares; 2024Q4: 1,946 shares; 2025Q1: 2,039 shares; 2025Q2: 1,284 shares; 2025Q3: 1,211 shares; 2025Q4: 1,224 shares 1,224 $401K 0.04% +13 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: 3,825 shares; 2024Q4: 2,610 shares; 2025Q1: 2,636 shares; 2025Q2: 3,624 shares; 2025Q3: 3,623 shares; 2025Q4: 3,622 shares 3,622 $399K 0.04% -1 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: 1,010 shares; 2024Q4: 1,270 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares 1,235 $399K 0.04% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 4,617 shares; 2025Q1: 4,908 shares; 2025Q2: 6,906 shares; 2025Q3: 6,626 shares; 2025Q4: 6,598 shares 6,598 $398K 0.04% -28 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,209 shares; 2025Q1: 1,229 shares; 2025Q2: 1,301 shares; 2025Q3: 1,275 shares; 2025Q4: 1,274 shares 1,274 $398K 0.04% -1 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: 11,882 shares; 2024Q4: 9,154 shares; 2025Q1: 9,127 shares; 2025Q2: 9,059 shares; 2025Q3: 9,682 shares; 2025Q4: 10,682 shares 10,682 $395K 0.04% +1,000 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: 2,967 shares; 2024Q4: 2,106 shares; 2025Q1: 2,401 shares; 2025Q2: 2,243 shares; 2025Q3: 1,657 shares; 2025Q4: 1,692 shares 1,692 $391K 0.04% +35 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: 3,861 shares; 2024Q4: 2,138 shares; 2025Q1: 2,018 shares; 2025Q2: 2,073 shares; 2025Q3: 1,862 shares; 2025Q4: 1,983 shares 1,983 $387K 0.04% +121 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,926 shares; 2025Q2: 14,541 shares; 2025Q3: 13,394 shares; 2025Q4: 12,572 shares 12,572 $384K 0.04% -822 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,542 shares; 2025Q1: 2,527 shares; 2025Q2: 2,508 shares; 2025Q3: 2,504 shares; 2025Q4: 2,526 shares 2,526 $382K 0.04% +22 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: 1,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 2,419 shares; 2025Q4: 2,456 shares 2,456 $380K 0.04% +37 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: 9,012 shares; 2024Q4: 8,069 shares; 2025Q1: 8,266 shares; 2025Q2: 8,532 shares; 2025Q3: 8,368 shares; 2025Q4: 6,501 shares 6,501 $380K 0.04% -1,867 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 1,019 shares; 2025Q3: 1,110 shares; 2025Q4: 1,122 shares 1,122 $379K 0.04% +12 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: 826 shares; 2024Q4: 1,107 shares; 2025Q1: 1,101 shares; 2025Q2: 1,058 shares; 2025Q3: 1,315 shares; 2025Q4: 1,311 shares 1,311 $379K 0.04% -4 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,613 shares; 2025Q1: 3,616 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,916 shares 3,916 $377K 0.04% +300 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: not reported; 2024Q4: 4,670 shares; 2025Q1: 4,739 shares; 2025Q2: 4,703 shares; 2025Q3: 5,611 shares; 2025Q4: 5,421 shares 5,421 $376K 0.04% -190 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,702 shares; 2024Q4: 34,890 shares; 2025Q1: 37,769 shares; 2025Q2: 50,328 shares; 2025Q3: 50,041 shares; 2025Q4: 51,158 shares 51,158 $374K 0.04% +1,117 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,345 shares; 2025Q4: 8,383 shares 8,383 $373K 0.04% +38 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,666 shares; 2025Q1: 1,269 shares; 2025Q2: 1,095 shares; 2025Q3: 1,092 shares; 2025Q4: 1,286 shares 1,286 $371K 0.04% +194 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: 8,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 7,262 shares; 2025Q4: 7,290 shares 7,290 $370K 0.04% +28 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,813 shares; 2025Q1: 1,932 shares; 2025Q2: 1,361 shares; 2025Q3: 1,516 shares; 2025Q4: 1,803 shares 1,803 $370K 0.04% +287 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 8,869 shares; 2025Q1: 9,292 shares; 2025Q2: 9,954 shares; 2025Q3: 10,016 shares; 2025Q4: 9,138 shares 9,138 $369K 0.04% -878 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,025 shares; 2025Q1: 1,057 shares; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 1,047 shares 1,047 $369K 0.04% -5 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,922 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,716 shares; 2025Q4: 4,721 shares 4,721 $367K 0.04% +5 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: 3,080 shares; 2024Q4: 2,347 shares; 2025Q1: 2,242 shares; 2025Q2: 1,739 shares; 2025Q3: 1,338 shares; 2025Q4: 1,044 shares 1,044 $365K 0.04% -294 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 2,428 shares; 2025Q1: 2,529 shares; 2025Q2: 2,506 shares; 2025Q3: 2,518 shares; 2025Q4: 2,518 shares 2,518 $363K 0.04% 0 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: 612 shares; 2024Q4: 475 shares; 2025Q1: 489 shares; 2025Q2: 475 shares; 2025Q3: 461 shares; 2025Q4: 466 shares 466 $360K 0.04% +5 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,262 shares; 2025Q3: 15,262 shares; 2025Q4: 14,796 shares 14,796 $356K 0.04% -466 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: 2,596 shares; 2024Q4: 1,881 shares; 2025Q1: 1,882 shares; 2025Q2: 1,741 shares; 2025Q3: 1,743 shares; 2025Q4: 1,606 shares 1,606 $353K 0.04% -137 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 379 shares; 2025Q1: 370 shares; 2025Q2: 518 shares; 2025Q3: 480 shares; 2025Q4: 419 shares 419 $352K 0.04% -61 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,488 shares; 2024Q4: 30,313 shares; 2025Q1: 30,721 shares; 2025Q2: 24,571 shares; 2025Q3: 24,647 shares; 2025Q4: 21,840 shares 21,840 $352K 0.04% -2,807 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 697 shares; 2025Q1: 762 shares; 2025Q2: 669 shares; 2025Q3: 673 shares; 2025Q4: 684 shares 684 $349K 0.04% +11 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,393 shares; 2025Q2: 14,239 shares; 2025Q3: 15,263 shares; 2025Q4: 15,526 shares 15,526 $347K 0.04% +263 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,216 shares; 2025Q1: 1,259 shares; 2025Q2: 1,119 shares; 2025Q3: 1,113 shares; 2025Q4: 1,118 shares 1,118 $347K 0.04% +5 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: 4,165 shares; 2024Q4: 4,514 shares; 2025Q1: 5,368 shares; 2025Q2: not reported; 2025Q3: 6,618 shares; 2025Q4: 6,400 shares 6,400 $345K 0.04% -218 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 506 shares 506 $342K 0.04% -3 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 5,103 shares; 2025Q1: 7,375 shares; 2025Q2: 6,313 shares; 2025Q3: 5,622 shares; 2025Q4: 5,344 shares 5,344 $342K 0.04% -278 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,190 shares; 2025Q2: 17,190 shares; 2025Q3: 17,190 shares; 2025Q4: 17,190 shares 17,190 $342K 0.04% 0 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: 3,465 shares; 2024Q4: 6,631 shares; 2025Q1: 3,277 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: 2,772 shares 2,772 $342K 0.04% -413 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,404 shares; 2025Q1: 10,709 shares; 2025Q2: 12,232 shares; 2025Q3: 12,010 shares; 2025Q4: 12,288 shares 12,288 $333K 0.03% +278 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 26,744 shares; 2025Q1: 24,081 shares; 2025Q2: 22,092 shares; 2025Q3: 22,747 shares; 2025Q4: 23,700 shares 23,700 $333K 0.03% +953 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: 3,188 shares; 2024Q4: 11,624 shares; 2025Q1: 14,065 shares; 2025Q2: 10,965 shares; 2025Q3: 8,418 shares; 2025Q4: 4,087 shares 4,087 $330K 0.03% -4,331 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,125 shares; 2025Q1: 3,371 shares; 2025Q2: 3,316 shares; 2025Q3: 3,326 shares; 2025Q4: 3,435 shares 3,435 $329K 0.03% +109 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: not reported; 2025Q1: 9,302 shares; 2025Q2: 7,689 shares; 2025Q3: 9,660 shares; 2025Q4: 9,705 shares 9,705 $329K 0.03% +45 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 6,988 shares 6,988 $328K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,543 shares; 2024Q4: 25,107 shares; 2025Q1: 25,654 shares; 2025Q2: 23,233 shares; 2025Q3: 25,839 shares; 2025Q4: 24,852 shares 24,852 $326K 0.03% -987 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 886 shares; 2025Q1: 928 shares; 2025Q2: 1,376 shares; 2025Q3: 963 shares; 2025Q4: 1,175 shares 1,175 $323K 0.03% +212 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,379 shares; 2025Q4: 7,220 shares 7,220 $323K 0.03% -159 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 11,192 shares; 2025Q1: 11,519 shares; 2025Q2: 14,296 shares; 2025Q3: 12,458 shares; 2025Q4: 12,374 shares 12,374 $322K 0.03% -84 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: 3,438 shares; 2024Q4: 2,270 shares; 2025Q1: 2,316 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares 1,883 $321K 0.03% 0 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: 9,868 shares; 2024Q4: 4,012 shares; 2025Q1: 4,335 shares; 2025Q2: 4,886 shares; 2025Q3: 3,871 shares; 2025Q4: 3,981 shares 3,981 $320K 0.03% +110 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,455 shares; 2025Q4: 1,459 shares 1,459 $317K 0.03% +4 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: 5,549 shares; 2024Q4: 5,767 shares; 2025Q1: 6,663 shares; 2025Q2: 6,883 shares; 2025Q3: 6,770 shares; 2025Q4: 3,763 shares 3,763 $317K 0.03% -3,007 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: not reported; 2025Q1: 17,239 shares; 2025Q2: 10,523 shares; 2025Q3: 9,927 shares; 2025Q4: 10,178 shares 10,178 $317K 0.03% +251 Timeline IUSV 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: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,087 shares 3,087 $317K 0.03% 0 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,073 shares; 2024Q4: 6,356 shares; 2025Q1: 6,387 shares; 2025Q2: 6,410 shares; 2025Q3: 6,360 shares; 2025Q4: 6,338 shares 6,338 $316K 0.03% -22 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: not reported; 2025Q2: 8,264 shares; 2025Q3: 7,429 shares; 2025Q4: 8,163 shares 8,163 $315K 0.03% +734 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 2,704 shares; 2025Q4: 2,727 shares 2,727 $315K 0.03% +23 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 7,186 shares; 2025Q4: 7,107 shares 7,107 $314K 0.03% -79 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,824 shares; 2025Q4: 4,824 shares 4,824 $314K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares 1,376 $313K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares; 2025Q4: 1,081 shares 1,081 $306K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 5,113 shares; 2025Q4: 3,864 shares 3,864 $306K 0.03% -1,249 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,112 shares; 2025Q4: 1,113 shares 1,113 $304K 0.03% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 854 shares; 2025Q1: 882 shares; 2025Q2: 745 shares; 2025Q3: 641 shares; 2025Q4: 628 shares 628 $304K 0.03% -13 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,466 shares; 2025Q4: 1,451 shares 1,451 $302K 0.03% -15 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 4,196 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares 3,473 $302K 0.03% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,705 shares; 2025Q4: 19,658 shares 19,658 $301K 0.03% +2,953 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,035 shares; 2025Q1: 12,446 shares; 2025Q2: 13,889 shares; 2025Q3: 14,778 shares; 2025Q4: 17,205 shares 17,205 $301K 0.03% +2,427 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 702 shares; 2025Q4: 661 shares 661 $301K 0.03% -41 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,163 shares; 2025Q3: 2,181 shares; 2025Q4: 2,183 shares 2,183 $301K 0.03% +2 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,320 shares; 2024Q4: not reported; 2025Q1: 16,271 shares; 2025Q2: 15,474 shares; 2025Q3: 17,051 shares; 2025Q4: 17,933 shares 17,933 $300K 0.03% +882 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,932 shares; 2025Q2: 7,932 shares; 2025Q3: 7,932 shares; 2025Q4: 7,932 shares 7,932 $300K 0.03% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 10,545 shares; 2025Q4: 10,254 shares 10,254 $300K 0.03% -291 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,374 shares; 2024Q4: 16,203 shares; 2025Q1: 16,886 shares; 2025Q2: 23,465 shares; 2025Q3: 17,668 shares; 2025Q4: 18,153 shares 18,153 $300K 0.03% +485 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,474 shares; 2025Q3: 11,475 shares; 2025Q4: 11,193 shares 11,193 $299K 0.03% -282 Timeline QJUN 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: 21,459 shares; 2024Q4: 25,059 shares; 2025Q1: 25,059 shares; 2025Q2: 25,059 shares; 2025Q3: 25,059 shares; 2025Q4: 9,385 shares 9,385 $299K 0.03% -15,674 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,296 shares; 2025Q4: 1,297 shares 1,297 $296K 0.03% +1 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,579 shares; 2024Q4: 8,603 shares; 2025Q1: 8,769 shares; 2025Q2: 5,109 shares; 2025Q3: 5,054 shares; 2025Q4: 5,030 shares 5,030 $296K 0.03% -24 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,991 shares; 2025Q1: 8,611 shares; 2025Q2: 8,162 shares; 2025Q3: 8,038 shares; 2025Q4: 8,361 shares 8,361 $295K 0.03% +323 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: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 11,075 shares; 2025Q3: 11,075 shares; 2025Q4: 5,575 shares 5,575 $295K 0.03% -5,500 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,145 shares; 2025Q4: 1,150 shares 1,150 $294K 0.03% +5 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,781 shares; 2025Q1: 9,045 shares; 2025Q2: 8,111 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares 8,112 $294K 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,655 shares; 2025Q3: 8,406 shares; 2025Q4: 8,990 shares 8,990 $293K 0.03% +584 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $292K 0.03% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 3,477 shares; 2025Q3: 3,390 shares; 2025Q4: 3,385 shares 3,385 $291K 0.03% -5 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,378 shares 8,378 $290K 0.03% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 32,105 shares; 2025Q1: 32,199 shares; 2025Q2: 28,703 shares; 2025Q3: 28,677 shares; 2025Q4: 23,735 shares 23,735 $289K 0.03% -4,942 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,500 shares 6,500 $288K 0.03% new 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: 1,110 shares; 2024Q4: 1,294 shares; 2025Q1: 1,293 shares; 2025Q2: 1,250 shares; 2025Q3: 1,241 shares; 2025Q4: 1,286 shares 1,286 $287K 0.03% +45 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,253 shares 3,253 $287K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 425 shares 425 $286K 0.03% +137 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares 1,681 $286K 0.03% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,243 shares; 2024Q4: 14,323 shares; 2025Q1: 14,323 shares; 2025Q2: 21,288 shares; 2025Q3: 19,162 shares; 2025Q4: 17,523 shares 17,523 $285K 0.03% -1,639 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,761 shares; 2025Q1: 3,776 shares; 2025Q2: 3,802 shares; 2025Q3: 3,771 shares; 2025Q4: 3,767 shares 3,767 $284K 0.03% -4 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,768 shares; 2025Q4: 11,772 shares 11,772 $283K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares 785 $283K 0.03% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: not reported; 2025Q4: 923 shares 923 $283K 0.03% new Timeline IWN 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: 1,576 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares 1,556 $282K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 2,707 shares; 2025Q1: 2,787 shares; 2025Q2: 3,673 shares; 2025Q3: 3,543 shares; 2025Q4: 3,541 shares 3,541 $281K 0.03% -2 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: 1,049 shares; 2024Q4: 706 shares; 2025Q1: 748 shares; 2025Q2: 920 shares; 2025Q3: 809 shares; 2025Q4: 797 shares 797 $279K 0.03% -12 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: 1,582 shares; 2024Q4: 1,098 shares; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: 933 shares; 2025Q4: 944 shares 944 $277K 0.03% +11 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,924 shares; 2025Q4: 2,981 shares 2,981 $276K 0.03% +57 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: 3,670 shares; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares 3,714 $275K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 13,236 shares; 2025Q4: 13,240 shares 13,240 $273K 0.03% +4 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,361 shares; 2025Q1: 1,567 shares; 2025Q2: 1,478 shares; 2025Q3: 1,497 shares; 2025Q4: 1,741 shares 1,741 $273K 0.03% +244 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: 30,448 shares; 2024Q4: 16,646 shares; 2025Q1: 15,831 shares; 2025Q2: 20,390 shares; 2025Q3: 12,291 shares; 2025Q4: 9,080 shares 9,080 $271K 0.03% -3,211 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,846 shares; 2025Q1: not reported; 2025Q2: 5,956 shares; 2025Q3: 6,001 shares; 2025Q4: 4,691 shares 4,691 $271K 0.03% -1,310 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,735 shares 9,735 $270K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 567 shares; 2025Q4: 573 shares 573 $269K 0.03% +6 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,960 shares 3,960 $268K 0.03% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $267K 0.03% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,304 shares; 2025Q1: 4,276 shares; 2025Q2: 4,171 shares; 2025Q3: 4,066 shares; 2025Q4: 4,094 shares 4,094 $266K 0.03% +28 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 2,367 shares; 2025Q1: 2,443 shares; 2025Q2: 3,610 shares; 2025Q3: not reported; 2025Q4: 3,086 shares 3,086 $266K 0.03% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,658 shares; 2025Q3: 12,658 shares; 2025Q4: 12,658 shares 12,658 $264K 0.03% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,097 shares; 2025Q1: 2,097 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares 2,097 $264K 0.03% 0 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: 3,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 3,086 shares; 2025Q4: 3,083 shares 3,083 $263K 0.03% -3 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 939 shares; 2025Q4: 915 shares 915 $261K 0.03% -24 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 987 shares; 2025Q1: 1,006 shares; 2025Q2: 1,368 shares; 2025Q3: 1,282 shares; 2025Q4: 1,286 shares 1,286 $261K 0.03% +4 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,901 shares; 2024Q4: 110,560 shares; 2025Q1: 110,221 shares; 2025Q2: 93,406 shares; 2025Q3: 93,204 shares; 2025Q4: 91,422 shares 91,422 $260K 0.03% -1,782 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,098 shares; 2025Q1: 1,111 shares; 2025Q2: 1,581 shares; 2025Q3: 1,573 shares; 2025Q4: 1,338 shares 1,338 $260K 0.03% -235 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 4,367 shares; 2025Q4: 4,824 shares 4,824 $259K 0.03% +457 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,579 shares; 2025Q4: 1,584 shares 1,584 $258K 0.03% +5 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 994 shares 994 $258K 0.03% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,022 shares; 2025Q1: 3,033 shares; 2025Q2: 3,484 shares; 2025Q3: 6,727 shares; 2025Q4: 7,042 shares 7,042 $257K 0.03% +315 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 1,219 shares; 2025Q3: 1,212 shares; 2025Q4: 1,213 shares 1,213 $257K 0.03% +1 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 2,361 shares 2,361 $257K 0.03% new 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: 1,239 shares; 2024Q4: 937 shares; 2025Q1: 915 shares; 2025Q2: 870 shares; 2025Q3: 791 shares; 2025Q4: 659 shares 659 $256K 0.03% -132 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 144 shares; 2025Q4: 151 shares 151 $255K 0.03% +7 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: not reported; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $255K 0.03% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares 2,485 $254K 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,709 shares; 2025Q2: 3,954 shares; 2025Q3: 5,101 shares; 2025Q4: 4,499 shares 4,499 $254K 0.03% -602 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,221 shares; 2025Q3: 10,513 shares; 2025Q4: 10,857 shares 10,857 $253K 0.03% +344 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,547 shares 19,547 $252K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,178 shares; 2025Q4: 1,179 shares 1,179 $252K 0.03% +1 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,071 shares; 2024Q4: 18,067 shares; 2025Q1: 17,306 shares; 2025Q2: 16,041 shares; 2025Q3: 12,841 shares; 2025Q4: 14,082 shares 14,082 $251K 0.03% +1,241 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,812 shares; 2025Q2: 6,812 shares; 2025Q3: 6,812 shares; 2025Q4: 6,812 shares 6,812 $251K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 874 shares; 2025Q3: 875 shares; 2025Q4: 863 shares 863 $250K 0.03% -12 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 3,290 shares; 2025Q1: 3,508 shares; 2025Q2: 3,094 shares; 2025Q3: 2,947 shares; 2025Q4: 2,924 shares 2,924 $250K 0.03% -23 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,864 shares 2,864 $250K 0.03% new 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: 4,267 shares; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 3,998 shares; 2025Q3: 4,010 shares; 2025Q4: 3,998 shares 3,998 $250K 0.03% -12 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 544 shares; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 563 shares; 2025Q4: 562 shares 562 $250K 0.03% -1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 583 shares; 2025Q1: 598 shares; 2025Q2: 664 shares; 2025Q3: 689 shares; 2025Q4: 651 shares 651 $249K 0.03% -38 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,821 shares; 2025Q1: 10,680 shares; 2025Q2: 8,083 shares; 2025Q3: 8,003 shares; 2025Q4: 7,583 shares 7,583 $247K 0.03% -420 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: 5,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,718 shares; 2025Q3: 6,694 shares; 2025Q4: 6,718 shares 6,718 $246K 0.03% +24 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,271 shares; 2025Q4: 10,287 shares 10,287 $246K 0.03% +16 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: not reported; 2024Q4: 1,152 shares; 2025Q1: 1,549 shares; 2025Q2: 1,521 shares; 2025Q3: 1,324 shares; 2025Q4: 1,117 shares 1,117 $245K 0.03% -207 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: not reported; 2025Q1: 10,986 shares; 2025Q2: not reported; 2025Q3: 10,709 shares; 2025Q4: 10,709 shares 10,709 $242K 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares 1,341 $242K 0.03% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,639 shares; 2024Q4: 33,520 shares; 2025Q1: 34,169 shares; 2025Q2: 32,099 shares; 2025Q3: 30,067 shares; 2025Q4: 28,756 shares 28,756 $241K 0.03% -1,311 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares 2,123 $240K 0.03% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,509 shares 24,509 $239K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,788 shares; 2025Q4: 4,086 shares 4,086 $239K 0.02% +298 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,226 shares; 2025Q4: 2,133 shares 2,133 $239K 0.02% -93 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,712 shares; 2025Q3: not reported; 2025Q4: 11,143 shares 11,143 $238K 0.02% new 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: 4,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,417 shares; 2025Q3: 4,719 shares; 2025Q4: 4,426 shares 4,426 $238K 0.02% -293 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 6,147 shares; 2025Q1: 5,956 shares; 2025Q2: 6,421 shares; 2025Q3: 6,332 shares; 2025Q4: 6,178 shares 6,178 $238K 0.02% -154 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,191 shares; 2025Q1: 10,449 shares; 2025Q2: 10,346 shares; 2025Q3: 10,188 shares; 2025Q4: 10,069 shares 10,069 $238K 0.02% -119 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 6,525 shares; 2025Q1: 6,789 shares; 2025Q2: 6,709 shares; 2025Q3: 6,457 shares; 2025Q4: 6,045 shares 6,045 $237K 0.02% -412 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,678 shares 20,678 $236K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,712 shares; 2025Q3: not reported; 2025Q4: 1,642 shares 1,642 $236K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,208 shares; 2025Q1: 7,459 shares; 2025Q2: 3,917 shares; 2025Q3: 2,967 shares; 2025Q4: 2,698 shares 2,698 $235K 0.02% -269 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: 6,481 shares; 2024Q4: 4,482 shares; 2025Q1: 4,861 shares; 2025Q2: 4,739 shares; 2025Q3: 4,387 shares; 2025Q4: 4,337 shares 4,337 $233K 0.02% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,588 shares; 2025Q3: 3,688 shares; 2025Q4: 3,533 shares 3,533 $233K 0.02% -155 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares 1,450 $233K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 454 shares; 2025Q1: 490 shares; 2025Q2: 553 shares; 2025Q3: 599 shares; 2025Q4: 524 shares 524 $233K 0.02% -75 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,892 shares; 2025Q4: 8,898 shares 8,898 $233K 0.02% +6 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: 1,762 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,017 shares; 2025Q3: 2,046 shares; 2025Q4: 1,985 shares 1,985 $233K 0.02% -61 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 2,378 shares; 2025Q4: 2,387 shares 2,387 $232K 0.02% +9 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,011 shares; 2025Q2: 6,011 shares; 2025Q3: 6,011 shares; 2025Q4: 6,011 shares 6,011 $230K 0.02% 0 Timeline YJUN 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: 10,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,950 shares 8,950 $230K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,686 shares 1,686 $229K 0.02% +46 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares; 2025Q4: 2,660 shares 2,660 $229K 0.02% +183 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: 3,483 shares 3,483 $228K 0.02% new 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: 1,939 shares; 2024Q4: 1,453 shares; 2025Q1: 1,489 shares; 2025Q2: 1,550 shares; 2025Q3: 1,487 shares; 2025Q4: 1,512 shares 1,512 $227K 0.02% +25 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 7,439 shares; 2025Q4: 7,596 shares 7,596 $227K 0.02% +157 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: 11,069 shares; 2024Q4: 1,618 shares; 2025Q1: 1,667 shares; 2025Q2: 1,590 shares; 2025Q3: 1,386 shares; 2025Q4: 1,390 shares 1,390 $226K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,456 shares 1,456 $225K 0.02% +3 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: not reported; 2025Q1: 2,481 shares; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 2,723 shares 2,723 $223K 0.02% -39 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,128 shares; 2025Q1: 6,157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares 5,401 $223K 0.02% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares 2,243 $223K 0.02% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,937 shares; 2025Q4: 2,020 shares 2,020 $223K 0.02% +83 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: 4,484 shares 4,484 $223K 0.02% +294 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,344 shares 3,344 $222K 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: 2,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares 2,026 $222K 0.02% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 2,632 shares 2,632 $221K 0.02% -2 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,201 shares; 2025Q4: 12,822 shares 12,822 $221K 0.02% +621 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,002 shares; 2025Q4: 3,998 shares 3,998 $221K 0.02% -4 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 778 shares; 2025Q4: 775 shares 775 $220K 0.02% -3 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: 2,111 shares; 2024Q4: 1,451 shares; 2025Q1: 1,504 shares; 2025Q2: 1,379 shares; 2025Q3: 1,377 shares; 2025Q4: 1,371 shares 1,371 $220K 0.02% -6 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 902 shares; 2025Q3: 872 shares; 2025Q4: 870 shares 870 $218K 0.02% -2 Timeline MNRO MONRO INC More: the full row for MONRO 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: 10,274 shares; 2025Q4: 10,815 shares 10,815 $217K 0.02% +541 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,568 shares 5,568 $215K 0.02% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 11,916 shares; 2025Q2: 11,914 shares; 2025Q3: 11,504 shares; 2025Q4: 10,908 shares 10,908 $215K 0.02% -596 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $213K 0.02% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,002 shares 4,002 $213K 0.02% new Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,780 shares 9,780 $212K 0.02% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 2,103 shares; 2025Q3: not reported; 2025Q4: 2,353 shares 2,353 $209K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,177 shares; 2025Q1: 2,242 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,841 shares 2,841 $209K 0.02% new Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,435 shares; 2025Q3: 14,435 shares; 2025Q4: 14,435 shares 14,435 $208K 0.02% 0 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: 457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 333 shares 333 $207K 0.02% +10 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,630 shares 1,630 $206K 0.02% new 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: 6,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,574 shares 2,574 $206K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares 1,595 $206K 0.02% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,273 shares; 2025Q4: 2,235 shares 2,235 $205K 0.02% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,222 shares 2,222 $203K 0.02% new Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,622 shares; 2025Q3: 5,637 shares; 2025Q4: 5,637 shares 5,637 $203K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,475 shares 3,475 $202K 0.02% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,437 shares 3,437 $201K 0.02% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,278 shares 2,278 $201K 0.02% new Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,098 shares 7,098 $201K 0.02% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 924 shares 924 $201K 0.02% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 222 shares; 2025Q1: 234 shares; 2025Q2: 216 shares; 2025Q3: not reported; 2025Q4: 696 shares 696 $200K 0.02% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 3,277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,521 shares 2,521 $199K 0.02% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares 2,630 $198K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,814 shares; 2025Q2: 1,862 shares; 2025Q3: not reported; 2025Q4: 1,457 shares 1,457 $198K 0.02% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 10,210 shares 10,210 $198K 0.02% new Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,507 shares 36,507 $198K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 753 shares; 2025Q4: 750 shares 750 $197K 0.02% -3 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: not reported; 2025Q4: 1,116 shares 1,116 $195K 0.02% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,866 shares; 2025Q4: 1,864 shares 1,864 $194K 0.02% -1,002 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,605 shares 2,605 $194K 0.02% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,244 shares; 2025Q1: 2,319 shares; 2025Q2: 2,498 shares; 2025Q3: 2,187 shares; 2025Q4: 1,930 shares 1,930 $194K 0.02% -257 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,348 shares; 2024Q4: 33,120 shares; 2025Q1: 33,016 shares; 2025Q2: 25,754 shares; 2025Q3: 25,318 shares; 2025Q4: 24,620 shares 24,620 $194K 0.02% -698 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 4,314 shares 4,314 $193K 0.02% +69 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,041 shares; 2025Q2: 7,398 shares; 2025Q3: 5,899 shares; 2025Q4: 5,861 shares 5,861 $192K 0.02% -38 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,407 shares 1,407 $192K 0.02% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003 shares 1,003 $192K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 122 shares; 2025Q3: 100 shares; 2025Q4: 95 shares 95 $191K 0.02% -5 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,947 shares 17,947 $191K 0.02% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,760 shares 2,760 $190K 0.02% new 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: 1,292 shares; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 954 shares; 2025Q3: not reported; 2025Q4: 772 shares 772 $190K 0.02% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,503 shares; 2025Q4: 1,333 shares 1,333 $190K 0.02% -170 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 6,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,695 shares; 2025Q4: 8,498 shares 8,498 $189K 0.02% -1,197 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,293 shares; 2025Q1: 2,142 shares; 2025Q2: 2,135 shares; 2025Q3: not reported; 2025Q4: 1,352 shares 1,352 $189K 0.02% new Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 4,887 shares 4,887 $187K 0.02% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 759 shares 759 $187K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: not reported; 2025Q1: 6,306 shares; 2025Q2: 7,441 shares; 2025Q3: 4,561 shares; 2025Q4: 3,480 shares 3,480 $187K 0.02% -1,081 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,031 shares; 2025Q4: 3,258 shares 3,258 $187K 0.02% -773 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares 1,459 $186K 0.02% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 1,547 shares 1,547 $186K 0.02% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,818 shares 2,818 $185K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,816 shares 2,816 $184K 0.02% new 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: 4,429 shares; 2024Q4: 3,890 shares; 2025Q1: 4,052 shares; 2025Q2: 3,581 shares; 2025Q3: 2,679 shares; 2025Q4: 1,457 shares 1,457 $183K 0.02% -1,222 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,126 shares; 2025Q1: 5,974 shares; 2025Q2: 5,620 shares; 2025Q3: not reported; 2025Q4: 4,255 shares 4,255 $183K 0.02% new Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares 1,695 $182K 0.02% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares 7,450 $182K 0.02% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares 2,837 $181K 0.02% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares 942 $180K 0.02% new Timeline