BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,771 shares; 2024Q4: 66,862 shares; 2025Q1: 64,373 shares; 2025Q2: 336,201 shares; 2025Q3: 292,843 shares; 2025Q4: 357,698 shares 357,698 $32.7M 4.43% +64,855 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: 66,028 shares; 2024Q4: 73,436 shares; 2025Q1: 83,661 shares; 2025Q2: 84,575 shares; 2025Q3: 121,228 shares; 2025Q4: 128,380 shares 128,380 $23.9M 3.24% +7,152 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: 42,362 shares; 2024Q4: 43,731 shares; 2025Q1: 44,787 shares; 2025Q2: 45,663 shares; 2025Q3: 46,258 shares; 2025Q4: 46,450 shares 46,450 $22.5M 3.04% +192 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: 122,873 shares; 2024Q4: 178,286 shares; 2025Q1: 190,185 shares; 2025Q2: 201,456 shares; 2025Q3: 191,257 shares; 2025Q4: 208,802 shares 208,802 $22.3M 3.02% +17,545 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: 120,504 shares; 2024Q4: 97,160 shares; 2025Q1: 98,112 shares; 2025Q2: 86,134 shares; 2025Q3: 77,519 shares; 2025Q4: 77,235 shares 77,235 $17.8M 2.41% -284 Timeline SPDW 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: 240,874 shares; 2024Q4: 266,832 shares; 2025Q1: 284,960 shares; 2025Q2: 297,392 shares; 2025Q3: 330,631 shares; 2025Q4: 371,006 shares 371,006 $16.5M 2.23% +40,375 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: 37,343 shares; 2024Q4: 39,540 shares; 2025Q1: 39,830 shares; 2025Q2: 42,532 shares; 2025Q3: 44,261 shares; 2025Q4: 46,569 shares 46,569 $14.6M 1.97% +2,308 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: 99,447 shares; 2024Q4: 101,122 shares; 2025Q1: 126,356 shares; 2025Q2: 210,942 shares; 2025Q3: 218,943 shares; 2025Q4: 269,582 shares 269,582 $12.6M 1.71% +50,639 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: 171,712 shares; 2024Q4: 152,210 shares; 2025Q1: 163,019 shares; 2025Q2: 173,022 shares; 2025Q3: 202,262 shares; 2025Q4: 221,921 shares 221,921 $12.6M 1.71% +19,659 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: 62,520 shares; 2024Q4: 64,320 shares; 2025Q1: 52,604 shares; 2025Q2: 34,095 shares; 2025Q3: 37,614 shares; 2025Q4: 43,107 shares 43,107 $11.7M 1.59% +5,493 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: 35,869 shares; 2024Q4: 35,327 shares; 2025Q1: 35,481 shares; 2025Q2: 34,239 shares; 2025Q3: 31,181 shares; 2025Q4: 30,343 shares 30,343 $10.6M 1.44% -838 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: 52,305 shares; 2024Q4: 61,938 shares; 2025Q1: 68,276 shares; 2025Q2: 64,444 shares; 2025Q3: 56,655 shares; 2025Q4: 53,706 shares 53,706 $10.5M 1.42% -2,949 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: 51,700 shares; 2024Q4: 50,125 shares; 2025Q1: 39,913 shares; 2025Q2: 39,977 shares; 2025Q3: 32,772 shares; 2025Q4: 32,991 shares 32,991 $10.4M 1.4% +219 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: 13,800 shares; 2024Q4: 15,212 shares; 2025Q1: 15,626 shares; 2025Q2: 17,227 shares; 2025Q3: 18,770 shares; 2025Q4: 22,888 shares 22,888 $10.3M 1.39% +4,118 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: 3,158 shares; 2024Q4: 6,860 shares; 2025Q1: 9,398 shares; 2025Q2: 9,045 shares; 2025Q3: 8,680 shares; 2025Q4: 8,214 shares 8,214 $8.83M 1.2% -466 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: 2,284 shares; 2024Q4: 3,256 shares; 2025Q1: 5,292 shares; 2025Q2: 5,919 shares; 2025Q3: 24,258 shares; 2025Q4: 23,974 shares 23,974 $8.3M 1.12% -284 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: 5,916 shares; 2024Q4: 7,715 shares; 2025Q1: 8,902 shares; 2025Q2: 9,963 shares; 2025Q3: 11,487 shares; 2025Q4: 11,745 shares 11,745 $7.75M 1.05% +258 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: 77,342 shares; 2024Q4: 73,008 shares; 2025Q1: 70,846 shares; 2025Q2: 69,207 shares; 2025Q3: 57,768 shares; 2025Q4: 46,224 shares 46,224 $7.44M 1.01% -11,544 Timeline SHYG 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: 76,585 shares; 2024Q4: 78,258 shares; 2025Q1: 79,804 shares; 2025Q2: 91,666 shares; 2025Q3: 140,508 shares; 2025Q4: 164,818 shares 164,818 $7.07M 0.96% +24,310 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: 13,429 shares; 2024Q4: 14,988 shares; 2025Q1: 29,501 shares; 2025Q2: 29,717 shares; 2025Q3: 33,022 shares; 2025Q4: 33,948 shares 33,948 $7.03M 0.95% +926 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: 14,506 shares; 2024Q4: 14,262 shares; 2025Q1: 13,942 shares; 2025Q2: 13,919 shares; 2025Q3: 13,112 shares; 2025Q4: 11,609 shares 11,609 $6.63M 0.9% -1,503 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: 62,401 shares; 2024Q4: 89,992 shares; 2025Q1: 97,072 shares; 2025Q2: 106,419 shares; 2025Q3: 124,723 shares; 2025Q4: 137,980 shares 137,980 $6.47M 0.88% +13,257 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: 10,652 shares; 2024Q4: 10,554 shares; 2025Q1: 7,781 shares; 2025Q2: 7,805 shares; 2025Q3: 7,185 shares; 2025Q4: 65,243 shares 65,243 $6.12M 0.83% +58,058 Timeline SPMB 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: 197,447 shares; 2024Q4: 210,000 shares; 2025Q1: 218,945 shares; 2025Q2: 236,738 shares; 2025Q3: 240,569 shares; 2025Q4: 257,574 shares 257,574 $5.77M 0.78% +17,005 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: 15,642 shares; 2024Q4: 16,932 shares; 2025Q1: 16,667 shares; 2025Q2: 17,141 shares; 2025Q3: 16,898 shares; 2025Q4: 17,658 shares 17,658 $5.69M 0.77% +760 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: 78,435 shares; 2024Q4: 77,723 shares; 2025Q1: 121,533 shares; 2025Q2: 119,779 shares; 2025Q3: 126,442 shares; 2025Q4: 128,856 shares 128,856 $5.25M 0.71% +2,414 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: 57,054 shares; 2024Q4: 56,588 shares; 2025Q1: 51,190 shares; 2025Q2: 52,935 shares; 2025Q3: 55,098 shares; 2025Q4: 54,050 shares 54,050 $5.04M 0.68% -1,048 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: 89,637 shares; 2024Q4: 76,546 shares; 2025Q1: 67,818 shares; 2025Q2: 63,561 shares; 2025Q3: 61,746 shares; 2025Q4: 63,729 shares 63,729 $4.91M 0.66% +1,983 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,927 shares; 2024Q4: 36,531 shares; 2025Q1: 39,684 shares; 2025Q2: 41,039 shares; 2025Q3: 43,676 shares; 2025Q4: 50,754 shares 50,754 $4.88M 0.66% +7,078 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: 14,139 shares; 2024Q4: 16,136 shares; 2025Q1: 17,980 shares; 2025Q2: 17,734 shares; 2025Q3: 19,361 shares; 2025Q4: 22,342 shares 22,342 $4.85M 0.66% +2,981 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,417 shares; 2024Q4: 263,034 shares; 2025Q1: 278,437 shares; 2025Q2: 282,279 shares; 2025Q3: 198,020 shares; 2025Q4: 209,146 shares 209,146 $4.82M 0.65% +11,126 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: 7,634 shares; 2024Q4: 8,489 shares; 2025Q1: 9,106 shares; 2025Q2: 9,000 shares; 2025Q3: 9,152 shares; 2025Q4: 9,476 shares 9,476 $4.76M 0.65% +324 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: 7,401 shares; 2024Q4: 8,490 shares; 2025Q1: 9,110 shares; 2025Q2: 5,627 shares; 2025Q3: 5,847 shares; 2025Q4: 6,874 shares 6,874 $4.71M 0.64% +1,027 Timeline BBJP 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: 16,420 shares; 2025Q3: 52,261 shares; 2025Q4: 71,271 shares 71,271 $4.7M 0.64% +19,010 Timeline SPTL 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: 133,677 shares; 2024Q4: 100,924 shares; 2025Q1: 104,918 shares; 2025Q2: 107,922 shares; 2025Q3: 161,292 shares; 2025Q4: 174,575 shares 174,575 $4.62M 0.63% +13,283 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: 39,871 shares; 2024Q4: 39,928 shares; 2025Q1: 30,586 shares; 2025Q2: 25,783 shares; 2025Q3: 24,350 shares; 2025Q4: 24,463 shares 24,463 $4.49M 0.61% +113 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,224 shares; 2024Q4: 57,900 shares; 2025Q1: 55,589 shares; 2025Q2: 56,557 shares; 2025Q3: 48,706 shares; 2025Q4: 52,026 shares 52,026 $4.36M 0.59% +3,320 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: 34,770 shares; 2024Q4: 36,881 shares; 2025Q1: 36,559 shares; 2025Q2: 34,431 shares; 2025Q3: 26,704 shares; 2025Q4: 26,924 shares 26,924 $4.32M 0.58% +220 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 32,995 shares; 2025Q1: 35,183 shares; 2025Q2: 36,395 shares; 2025Q3: 38,673 shares; 2025Q4: 41,594 shares 41,594 $4.26M 0.58% +2,921 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: 14,857 shares; 2024Q4: 15,146 shares; 2025Q1: 18,119 shares; 2025Q2: 18,006 shares; 2025Q3: 18,052 shares; 2025Q4: 17,782 shares 17,782 $4.06M 0.55% -270 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: 18,042 shares; 2024Q4: 19,254 shares; 2025Q1: 22,692 shares; 2025Q2: 22,854 shares; 2025Q3: 25,729 shares; 2025Q4: 26,520 shares 26,520 $4.04M 0.55% +791 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,053 shares; 2024Q4: 48,496 shares; 2025Q1: 51,940 shares; 2025Q2: 73,470 shares; 2025Q3: 97,867 shares; 2025Q4: 46,484 shares 46,484 $3.97M 0.54% -51,383 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: 9,481 shares; 2024Q4: 10,565 shares; 2025Q1: 11,414 shares; 2025Q2: 11,984 shares; 2025Q3: 25,707 shares; 2025Q4: 27,055 shares 27,055 $3.88M 0.53% +1,348 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: 23,258 shares; 2025Q1: 39,610 shares; 2025Q2: 39,576 shares; 2025Q3: 41,275 shares; 2025Q4: 49,829 shares 49,829 $3.76M 0.51% +8,554 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: 14,035 shares; 2024Q4: 15,024 shares; 2025Q1: 36,221 shares; 2025Q2: 50,830 shares; 2025Q3: 48,826 shares; 2025Q4: 43,763 shares 43,763 $3.69M 0.5% -5,063 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: 31,526 shares; 2024Q4: 32,628 shares; 2025Q1: 34,186 shares; 2025Q2: 33,226 shares; 2025Q3: 30,375 shares; 2025Q4: 32,243 shares 32,243 $3.67M 0.5% +1,868 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: 58,705 shares; 2024Q4: 57,758 shares; 2025Q1: 41,098 shares; 2025Q2: 38,699 shares; 2025Q3: 39,022 shares; 2025Q4: 37,938 shares 37,938 $3.64M 0.49% -1,084 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: 9,334 shares; 2024Q4: 7,212 shares; 2025Q1: 4,498 shares; 2025Q2: 4,957 shares; 2025Q3: 4,509 shares; 2025Q4: 23,721 shares 23,721 $3.63M 0.49% +19,212 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: 16,769 shares; 2024Q4: 15,431 shares; 2025Q1: 15,343 shares; 2025Q2: 17,375 shares; 2025Q3: 15,725 shares; 2025Q4: 13,540 shares 13,540 $3.63M 0.49% -2,185 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,211 shares; 2024Q4: 40,442 shares; 2025Q1: 42,433 shares; 2025Q2: 44,715 shares; 2025Q3: 42,005 shares; 2025Q4: 52,138 shares 52,138 $3.29M 0.45% +10,133 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: 4,201 shares; 2024Q4: 4,626 shares; 2025Q1: 5,274 shares; 2025Q2: 5,574 shares; 2025Q3: 6,542 shares; 2025Q4: 12,397 shares 12,397 $3.28M 0.44% +5,855 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 564 shares; 2025Q2: 5,610 shares; 2025Q3: 5,213 shares; 2025Q4: 4,797 shares 4,797 $3.25M 0.44% -416 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,411 shares; 2024Q4: 30,643 shares; 2025Q1: 32,753 shares; 2025Q2: not reported; 2025Q3: 54,952 shares; 2025Q4: 129,864 shares 129,864 $3.22M 0.44% +74,912 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: 16,092 shares; 2024Q4: 16,896 shares; 2025Q1: 19,506 shares; 2025Q2: 18,994 shares; 2025Q3: 18,439 shares; 2025Q4: 18,751 shares 18,751 $3.21M 0.43% +312 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,356 shares; 2025Q1: 1,661 shares; 2025Q2: 1,891 shares; 2025Q3: 1,971 shares; 2025Q4: 5,623 shares 5,623 $3.18M 0.43% +3,652 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: 7,331 shares; 2025Q1: 7,200 shares; 2025Q2: 7,185 shares; 2025Q3: 6,481 shares; 2025Q4: 5,391 shares 5,391 $3.09M 0.42% -1,090 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: 22,296 shares; 2024Q4: 27,037 shares; 2025Q1: 33,709 shares; 2025Q2: 33,844 shares; 2025Q3: 30,406 shares; 2025Q4: 24,315 shares 24,315 $3.06M 0.41% -6,091 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: 45,833 shares; 2024Q4: 48,399 shares; 2025Q1: 50,295 shares; 2025Q2: 56,736 shares; 2025Q3: 58,211 shares; 2025Q4: 55,546 shares 55,546 $3.06M 0.41% -2,665 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: 27,680 shares; 2024Q4: 27,230 shares; 2025Q1: 35,360 shares; 2025Q2: 36,157 shares; 2025Q3: 37,767 shares; 2025Q4: 38,782 shares 38,782 $2.85M 0.39% +1,015 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: 42,387 shares 42,387 $2.77M 0.38% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 16,221 shares; 2025Q1: 16,063 shares; 2025Q2: 14,457 shares; 2025Q3: 14,727 shares; 2025Q4: 16,027 shares 16,027 $2.72M 0.37% +1,300 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: 10,225 shares; 2024Q4: 11,632 shares; 2025Q1: 12,793 shares; 2025Q2: 13,709 shares; 2025Q3: 13,447 shares; 2025Q4: 14,835 shares 14,835 $2.64M 0.36% +1,388 Timeline SLYG 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: 58,589 shares; 2024Q4: 49,092 shares; 2025Q1: 52,596 shares; 2025Q2: 55,728 shares; 2025Q3: 24,875 shares; 2025Q4: 27,832 shares 27,832 $2.62M 0.36% +2,957 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,748 shares; 2024Q4: 52,365 shares; 2025Q1: 53,699 shares; 2025Q2: 54,046 shares; 2025Q3: 55,138 shares; 2025Q4: 50,724 shares 50,724 $2.55M 0.35% -4,414 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: 7,157 shares; 2024Q4: 7,301 shares; 2025Q1: 7,406 shares; 2025Q2: 7,756 shares; 2025Q3: 8,523 shares; 2025Q4: 7,385 shares 7,385 $2.54M 0.34% -1,138 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,266 shares; 2024Q4: 26,879 shares; 2025Q1: 30,835 shares; 2025Q2: 29,937 shares; 2025Q3: 31,052 shares; 2025Q4: 31,975 shares 31,975 $2.54M 0.34% +923 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: 1,340 shares; 2024Q4: 2,322 shares; 2025Q1: 2,105 shares; 2025Q2: 2,065 shares; 2025Q3: 2,006 shares; 2025Q4: 2,365 shares 2,365 $2.53M 0.34% +359 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: 16,409 shares; 2024Q4: 20,183 shares; 2025Q1: 20,353 shares; 2025Q2: 21,292 shares; 2025Q3: 24,471 shares; 2025Q4: 24,019 shares 24,019 $2.53M 0.34% -452 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: 1,782 shares; 2024Q4: 1,753 shares; 2025Q1: 11,055 shares; 2025Q2: 10,628 shares; 2025Q3: 8,949 shares; 2025Q4: 7,051 shares 7,051 $2.49M 0.34% -1,898 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: 12,861 shares; 2024Q4: 20,589 shares; 2025Q1: 21,496 shares; 2025Q2: 20,449 shares; 2025Q3: 22,626 shares; 2025Q4: 20,595 shares 20,595 $2.48M 0.34% -2,031 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: 13,763 shares; 2024Q4: 12,968 shares; 2025Q1: 12,732 shares; 2025Q2: 13,509 shares; 2025Q3: 8,151 shares; 2025Q4: 6,975 shares 6,975 $2.44M 0.33% -1,176 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: 40,718 shares; 2024Q4: 39,106 shares; 2025Q1: 41,168 shares; 2025Q2: 42,428 shares; 2025Q3: 45,137 shares; 2025Q4: 44,763 shares 44,763 $2.39M 0.32% -374 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: 49,742 shares; 2024Q4: 46,353 shares; 2025Q1: 45,228 shares; 2025Q2: 44,711 shares; 2025Q3: 32,668 shares; 2025Q4: 19,016 shares 19,016 $2.38M 0.32% -13,652 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: 5,824 shares; 2024Q4: 6,830 shares; 2025Q1: 8,688 shares; 2025Q2: 10,708 shares; 2025Q3: 10,924 shares; 2025Q4: 9,171 shares 9,171 $2.36M 0.32% -1,753 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: 59,015 shares; 2024Q4: 53,685 shares; 2025Q1: 44,552 shares; 2025Q2: 41,738 shares; 2025Q3: 49,415 shares; 2025Q4: 46,237 shares 46,237 $2.35M 0.32% -3,178 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,372 shares; 2024Q4: 24,333 shares; 2025Q1: not reported; 2025Q2: 18,062 shares; 2025Q3: 26,125 shares; 2025Q4: 41,204 shares 41,204 $2.23M 0.3% +15,079 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: 3,811 shares; 2024Q4: 4,554 shares; 2025Q1: 4,239 shares; 2025Q2: 4,576 shares; 2025Q3: 3,835 shares; 2025Q4: 3,880 shares 3,880 $2.22M 0.3% +45 Timeline SPSB 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: 50,553 shares; 2024Q4: 65,231 shares; 2025Q1: 66,959 shares; 2025Q2: 67,189 shares; 2025Q3: 68,146 shares; 2025Q4: 70,527 shares 70,527 $2.13M 0.29% +2,381 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: 15,264 shares; 2024Q4: 14,431 shares; 2025Q1: 19,070 shares; 2025Q2: 19,099 shares; 2025Q3: 22,894 shares; 2025Q4: 20,799 shares 20,799 $2.06M 0.28% -2,095 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: 17,407 shares; 2024Q4: 16,461 shares; 2025Q1: 16,834 shares; 2025Q2: 17,455 shares; 2025Q3: 17,741 shares; 2025Q4: 16,750 shares 16,750 $2.06M 0.28% -991 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: 4,060 shares; 2024Q4: 4,498 shares; 2025Q1: 5,057 shares; 2025Q2: 5,528 shares; 2025Q3: 6,161 shares; 2025Q4: 6,860 shares 6,860 $2.03M 0.27% +699 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,266 shares; 2025Q1: 2,945 shares; 2025Q2: 3,198 shares; 2025Q3: 3,743 shares; 2025Q4: 4,314 shares 4,314 $1.96M 0.26% +571 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: 33,922 shares; 2024Q4: 30,771 shares; 2025Q1: 29,768 shares; 2025Q2: 29,041 shares; 2025Q3: 17,036 shares; 2025Q4: 14,338 shares 14,338 $1.95M 0.26% -2,698 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: 13,515 shares; 2024Q4: 15,758 shares; 2025Q1: 17,334 shares; 2025Q2: 18,967 shares; 2025Q3: 22,154 shares; 2025Q4: 25,340 shares 25,340 $1.94M 0.26% +3,186 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: 5,734 shares; 2024Q4: 5,678 shares; 2025Q1: 6,033 shares; 2025Q2: 5,984 shares; 2025Q3: 6,380 shares; 2025Q4: 6,246 shares 6,246 $1.91M 0.26% -134 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: 5,908 shares; 2024Q4: 5,966 shares; 2025Q1: 5,966 shares; 2025Q2: 5,867 shares; 2025Q3: 5,688 shares; 2025Q4: 5,621 shares 5,621 $1.89M 0.26% -67 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: 2,333 shares; 2024Q4: 2,797 shares; 2025Q1: 2,859 shares; 2025Q2: 2,967 shares; 2025Q3: 2,945 shares; 2025Q4: 3,007 shares 3,007 $1.89M 0.26% +62 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: 56,378 shares; 2024Q4: 53,172 shares; 2025Q1: 67,833 shares; 2025Q2: 68,758 shares; 2025Q3: 79,076 shares; 2025Q4: 75,672 shares 75,672 $1.88M 0.26% -3,404 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: 12,907 shares; 2024Q4: 12,943 shares; 2025Q1: 6,489 shares; 2025Q2: 6,514 shares; 2025Q3: 6,479 shares; 2025Q4: 6,320 shares 6,320 $1.87M 0.25% -159 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: 2,028 shares; 2024Q4: 2,051 shares; 2025Q1: 2,411 shares; 2025Q2: 2,010 shares; 2025Q3: 24,297 shares; 2025Q4: 13,246 shares 13,246 $1.87M 0.25% -11,051 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,692 shares; 2025Q4: 3,960 shares 3,960 $1.86M 0.25% -732 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,264 shares; 2024Q4: 32,696 shares; 2025Q1: 30,963 shares; 2025Q2: 29,396 shares; 2025Q3: 41,907 shares; 2025Q4: 57,679 shares 57,679 $1.82M 0.25% +15,772 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: 558 shares; 2024Q4: 628 shares; 2025Q1: 711 shares; 2025Q2: 801 shares; 2025Q3: 3,090 shares; 2025Q4: 2,740 shares 2,740 $1.82M 0.25% -350 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: 8,042 shares; 2024Q4: 8,555 shares; 2025Q1: 9,155 shares; 2025Q2: 9,373 shares; 2025Q3: 9,527 shares; 2025Q4: 10,210 shares 10,210 $1.81M 0.25% +683 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: 1,384 shares; 2024Q4: 1,492 shares; 2025Q1: 1,727 shares; 2025Q2: 2,196 shares; 2025Q3: 2,106 shares; 2025Q4: 2,078 shares 2,078 $1.79M 0.24% -28 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: 11,990 shares; 2024Q4: 12,220 shares; 2025Q1: 13,698 shares; 2025Q2: 14,271 shares; 2025Q3: 14,685 shares; 2025Q4: 12,483 shares 12,483 $1.79M 0.24% -2,202 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: 40,203 shares; 2024Q4: 40,400 shares; 2025Q1: 42,812 shares; 2025Q2: 43,528 shares; 2025Q3: 23,395 shares; 2025Q4: 25,465 shares 25,465 $1.78M 0.24% +2,070 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: 102,944 shares; 2024Q4: 102,390 shares; 2025Q1: 72,907 shares; 2025Q2: 75,495 shares; 2025Q3: 75,854 shares; 2025Q4: 70,112 shares 70,112 $1.74M 0.24% -5,742 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: 3,848 shares; 2024Q4: 3,878 shares; 2025Q1: 4,274 shares; 2025Q2: 4,490 shares; 2025Q3: 5,098 shares; 2025Q4: 6,362 shares 6,362 $1.74M 0.24% +1,264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,859 shares; 2025Q4: 18,110 shares 18,110 $1.73M 0.23% -3,749 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: 21,951 shares; 2024Q4: 23,996 shares; 2025Q1: 30,088 shares; 2025Q2: 30,333 shares; 2025Q3: 28,297 shares; 2025Q4: 33,718 shares 33,718 $1.71M 0.23% +5,421 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,674 shares; 2025Q2: 6,561 shares; 2025Q3: 23,983 shares; 2025Q4: 20,950 shares 20,950 $1.71M 0.23% -3,033 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: 1,814 shares; 2024Q4: 1,695 shares; 2025Q1: 1,831 shares; 2025Q2: 2,116 shares; 2025Q3: 2,072 shares; 2025Q4: 2,734 shares 2,734 $1.68M 0.23% +662 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: 8,699 shares; 2024Q4: 12,514 shares; 2025Q1: 13,875 shares; 2025Q2: 16,499 shares; 2025Q3: 17,763 shares; 2025Q4: 17,934 shares 17,934 $1.68M 0.23% +171 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,331 shares; 2025Q1: 5,418 shares; 2025Q2: 5,641 shares; 2025Q3: 6,331 shares; 2025Q4: 9,357 shares 9,357 $1.64M 0.22% +3,026 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,178 shares; 2024Q4: 30,280 shares; 2025Q1: 32,645 shares; 2025Q2: 32,643 shares; 2025Q3: 33,832 shares; 2025Q4: 34,140 shares 34,140 $1.63M 0.22% +308 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: 17,371 shares; 2024Q4: 18,038 shares; 2025Q1: 16,268 shares; 2025Q2: 16,290 shares; 2025Q3: 14,637 shares; 2025Q4: 13,964 shares 13,964 $1.63M 0.22% -673 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: 24,859 shares; 2024Q4: 21,157 shares; 2025Q1: 21,685 shares; 2025Q2: 19,739 shares; 2025Q3: 22,042 shares; 2025Q4: 26,690 shares 26,690 $1.6M 0.22% +4,648 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: 5,904 shares; 2024Q4: 5,757 shares; 2025Q1: 6,414 shares; 2025Q2: 6,518 shares; 2025Q3: 5,869 shares; 2025Q4: 6,639 shares 6,639 $1.6M 0.22% +770 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,012 shares; 2025Q1: 4,955 shares; 2025Q2: 5,982 shares; 2025Q3: 8,589 shares; 2025Q4: 7,774 shares 7,774 $1.59M 0.22% -815 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,039 shares; 2024Q4: 36,491 shares; 2025Q1: 38,346 shares; 2025Q2: 36,793 shares; 2025Q3: 33,176 shares; 2025Q4: 34,559 shares 34,559 $1.54M 0.21% +1,383 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,553 shares; 2025Q1: 1,320 shares; 2025Q2: 1,131 shares; 2025Q3: 1,161 shares; 2025Q4: 3,126 shares 3,126 $1.53M 0.21% +1,965 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: 10,695 shares; 2024Q4: 10,946 shares; 2025Q1: 11,587 shares; 2025Q2: 11,964 shares; 2025Q3: 12,758 shares; 2025Q4: 12,932 shares 12,932 $1.52M 0.21% +174 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,472 shares; 2024Q4: 22,902 shares; 2025Q1: 24,506 shares; 2025Q2: 27,428 shares; 2025Q3: 18,683 shares; 2025Q4: 17,281 shares 17,281 $1.51M 0.2% -1,402 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: 5,755 shares; 2024Q4: 5,921 shares; 2025Q1: 5,347 shares; 2025Q2: 7,812 shares; 2025Q3: 8,103 shares; 2025Q4: 7,778 shares 7,778 $1.51M 0.2% -325 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,121 shares; 2024Q4: 21,641 shares; 2025Q1: 24,562 shares; 2025Q2: 26,235 shares; 2025Q3: 27,050 shares; 2025Q4: 29,301 shares 29,301 $1.48M 0.2% +2,251 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: 20,524 shares; 2024Q4: 19,703 shares; 2025Q1: 32,898 shares; 2025Q2: 34,138 shares; 2025Q3: 30,804 shares; 2025Q4: 27,053 shares 27,053 $1.46M 0.2% -3,751 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: 3,030 shares; 2024Q4: 2,977 shares; 2025Q1: 3,228 shares; 2025Q2: 3,133 shares; 2025Q3: 3,449 shares; 2025Q4: 3,892 shares 3,892 $1.44M 0.19% +443 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: not reported; 2024Q4: not reported; 2025Q1: 3,862 shares; 2025Q2: 4,815 shares; 2025Q3: 5,011 shares; 2025Q4: 6,124 shares 6,124 $1.42M 0.19% +1,113 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,403 shares; 2025Q2: 12,337 shares; 2025Q3: 13,326 shares; 2025Q4: 14,110 shares 14,110 $1.41M 0.19% +784 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: 3,362 shares; 2024Q4: 3,521 shares; 2025Q1: 3,613 shares; 2025Q2: 3,426 shares; 2025Q3: 4,277 shares; 2025Q4: 5,106 shares 5,106 $1.41M 0.19% +829 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,133 shares; 2025Q1: 2,282 shares; 2025Q2: 2,552 shares; 2025Q3: 2,535 shares; 2025Q4: 2,529 shares 2,529 $1.39M 0.19% -6 Timeline GWX 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: 17,377 shares; 2024Q4: 18,328 shares; 2025Q1: 19,720 shares; 2025Q2: 21,167 shares; 2025Q3: 22,238 shares; 2025Q4: 33,916 shares 33,916 $1.39M 0.19% +11,678 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: 724 shares; 2024Q4: 776 shares; 2025Q1: 1,114 shares; 2025Q2: 1,322 shares; 2025Q3: 1,547 shares; 2025Q4: 1,786 shares 1,786 $1.38M 0.19% +239 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,769 shares; 2024Q4: 60,167 shares; 2025Q1: 68,665 shares; 2025Q2: 69,921 shares; 2025Q3: 80,815 shares; 2025Q4: 85,306 shares 85,306 $1.37M 0.19% +4,491 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: 14,643 shares; 2024Q4: 14,324 shares; 2025Q1: 15,563 shares; 2025Q2: 15,239 shares; 2025Q3: 15,540 shares; 2025Q4: 15,998 shares 15,998 $1.37M 0.19% +458 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: 23,394 shares; 2024Q4: 21,735 shares; 2025Q1: 22,428 shares; 2025Q2: 19,088 shares; 2025Q3: 33,301 shares; 2025Q4: 32,692 shares 32,692 $1.35M 0.18% -609 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,367 shares; 2024Q4: 71,322 shares; 2025Q1: 75,089 shares; 2025Q2: 80,485 shares; 2025Q3: 88,887 shares; 2025Q4: 94,144 shares 94,144 $1.35M 0.18% +5,257 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: 4,636 shares; 2024Q4: 3,909 shares; 2025Q1: 4,330 shares; 2025Q2: 4,188 shares; 2025Q3: 4,471 shares; 2025Q4: 4,345 shares 4,345 $1.33M 0.18% -126 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,940 shares; 2024Q4: 16,584 shares; 2025Q1: 18,049 shares; 2025Q2: 18,149 shares; 2025Q3: 18,729 shares; 2025Q4: 28,678 shares 28,678 $1.32M 0.18% +9,949 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,498 shares; 2025Q1: 3,380 shares; 2025Q2: 6,201 shares; 2025Q3: 6,353 shares; 2025Q4: 5,283 shares 5,283 $1.31M 0.18% -1,070 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,438 shares; 2024Q4: 16,284 shares; 2025Q1: 20,372 shares; 2025Q2: 28,856 shares; 2025Q3: 31,201 shares; 2025Q4: 31,645 shares 31,645 $1.3M 0.18% +444 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 1,614 shares; 2025Q3: 8,971 shares; 2025Q4: 9,348 shares 9,348 $1.29M 0.17% +377 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,156 shares; 2025Q1: 23,775 shares; 2025Q2: 26,486 shares; 2025Q3: 23,990 shares; 2025Q4: 19,148 shares 19,148 $1.29M 0.17% -4,842 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: 3,272 shares; 2024Q4: 3,401 shares; 2025Q1: 3,668 shares; 2025Q2: 2,708 shares; 2025Q3: 2,780 shares; 2025Q4: 4,232 shares 4,232 $1.29M 0.17% +1,452 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: 4,153 shares; 2024Q4: 4,435 shares; 2025Q1: 5,756 shares; 2025Q2: 6,132 shares; 2025Q3: 6,334 shares; 2025Q4: 6,936 shares 6,936 $1.28M 0.17% +602 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: 25,665 shares; 2024Q4: 25,188 shares; 2025Q1: 16,788 shares; 2025Q2: 10,361 shares; 2025Q3: 10,718 shares; 2025Q4: 11,336 shares 11,336 $1.26M 0.17% +618 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 10,560 shares; 2025Q1: 10,581 shares; 2025Q2: 10,434 shares; 2025Q3: 2,002 shares; 2025Q4: 2,170 shares 2,170 $1.26M 0.17% +168 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 13,661 shares; 2025Q1: 7,764 shares; 2025Q2: 12,290 shares; 2025Q3: 12,402 shares; 2025Q4: 13,056 shares 13,056 $1.26M 0.17% +654 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: 6,341 shares; 2024Q4: 42,158 shares; 2025Q1: 42,115 shares; 2025Q2: 42,624 shares; 2025Q3: 41,197 shares; 2025Q4: 47,521 shares 47,521 $1.22M 0.16% +6,324 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: 5,402 shares; 2024Q4: 6,480 shares; 2025Q1: 6,781 shares; 2025Q2: 7,717 shares; 2025Q3: 11,338 shares; 2025Q4: 16,864 shares 16,864 $1.2M 0.16% +5,526 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 28,149 shares; 2025Q3: 25,544 shares; 2025Q4: 27,507 shares 27,507 $1.2M 0.16% +1,963 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,527 shares; 2024Q4: 10,743 shares; 2025Q1: 10,473 shares; 2025Q2: 10,194 shares; 2025Q3: 9,236 shares; 2025Q4: 7,492 shares 7,492 $1.19M 0.16% -1,744 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: 4,453 shares; 2024Q4: 6,815 shares; 2025Q1: 7,153 shares; 2025Q2: 9,185 shares; 2025Q3: 9,330 shares; 2025Q4: 8,792 shares 8,792 $1.19M 0.16% -538 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,339 shares; 2025Q2: 6,595 shares; 2025Q3: 6,511 shares; 2025Q4: 5,965 shares 5,965 $1.19M 0.16% -546 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,473 shares; 2024Q4: 18,408 shares; 2025Q1: 18,874 shares; 2025Q2: 18,852 shares; 2025Q3: 21,712 shares; 2025Q4: 21,953 shares 21,953 $1.18M 0.16% +241 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: 7,999 shares; 2024Q4: 7,736 shares; 2025Q1: 6,370 shares; 2025Q2: 6,206 shares; 2025Q3: 5,887 shares; 2025Q4: 4,871 shares 4,871 $1.18M 0.16% -1,016 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,726 shares; 2025Q1: 4,964 shares; 2025Q2: 5,246 shares; 2025Q3: 5,291 shares; 2025Q4: 4,507 shares 4,507 $1.16M 0.16% -784 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,842 shares; 2025Q1: 1,831 shares; 2025Q2: 1,912 shares; 2025Q3: 1,956 shares; 2025Q4: 1,986 shares 1,986 $1.13M 0.15% +30 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: 25,968 shares; 2024Q4: 26,343 shares; 2025Q1: 30,573 shares; 2025Q2: 33,586 shares; 2025Q3: 34,099 shares; 2025Q4: 37,495 shares 37,495 $1.12M 0.15% +3,396 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: 2,390 shares; 2024Q4: 3,283 shares; 2025Q1: 3,672 shares; 2025Q2: 3,748 shares; 2025Q3: 4,152 shares; 2025Q4: 5,069 shares 5,069 $1.11M 0.15% +917 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,944 shares; 2025Q1: 3,078 shares; 2025Q2: 3,655 shares; 2025Q3: 3,635 shares; 2025Q4: 3,190 shares 3,190 $1.1M 0.15% -445 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: 5,352 shares; 2024Q4: 6,254 shares; 2025Q1: 6,403 shares; 2025Q2: 7,734 shares; 2025Q3: 7,641 shares; 2025Q4: 6,323 shares 6,323 $1.1M 0.15% -1,318 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: 6,765 shares; 2024Q4: 7,054 shares; 2025Q1: 8,046 shares; 2025Q2: 8,346 shares; 2025Q3: 8,882 shares; 2025Q4: 9,455 shares 9,455 $1.09M 0.15% +573 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: 6,829 shares; 2024Q4: 7,210 shares; 2025Q1: 7,316 shares; 2025Q2: 7,181 shares; 2025Q3: 6,371 shares; 2025Q4: 6,629 shares 6,629 $1.08M 0.15% +258 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: 1,657 shares; 2025Q1: 1,869 shares; 2025Q2: 2,501 shares; 2025Q3: 3,061 shares; 2025Q4: 3,379 shares 3,379 $1.08M 0.15% +318 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: 1,515 shares; 2024Q4: 1,652 shares; 2025Q1: 1,852 shares; 2025Q2: 2,031 shares; 2025Q3: 2,096 shares; 2025Q4: 2,223 shares 2,223 $1.08M 0.15% +127 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: 5,968 shares; 2024Q4: 6,079 shares; 2025Q1: 6,526 shares; 2025Q2: 5,411 shares; 2025Q3: 5,611 shares; 2025Q4: 5,043 shares 5,043 $1.07M 0.14% -568 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: 9,276 shares; 2024Q4: 9,588 shares; 2025Q1: 8,232 shares; 2025Q2: 8,470 shares; 2025Q3: 10,071 shares; 2025Q4: 11,599 shares 11,599 $1.07M 0.14% +1,528 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: 4,656 shares; 2025Q1: 8,924 shares; 2025Q2: 8,889 shares; 2025Q3: 10,218 shares; 2025Q4: 11,515 shares 11,515 $1.06M 0.14% +1,297 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: 4,375 shares; 2024Q4: 5,117 shares; 2025Q1: 4,622 shares; 2025Q2: 5,185 shares; 2025Q3: 6,130 shares; 2025Q4: 7,606 shares 7,606 $1.05M 0.14% +1,476 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 10,791 shares; 2025Q1: 11,305 shares; 2025Q2: 11,137 shares; 2025Q3: 11,354 shares; 2025Q4: 9,873 shares 9,873 $1.04M 0.14% -1,481 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 11,605 shares; 2025Q1: 13,198 shares; 2025Q2: 15,115 shares; 2025Q3: 15,753 shares; 2025Q4: 22,373 shares 22,373 $1.04M 0.14% +6,620 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 4,679 shares; 2025Q1: 5,512 shares; 2025Q2: 5,893 shares; 2025Q3: 6,075 shares; 2025Q4: 6,064 shares 6,064 $1.01M 0.14% -11 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 1,165 shares; 2025Q1: 1,409 shares; 2025Q2: 1,421 shares; 2025Q3: 1,175 shares; 2025Q4: 1,075 shares 1,075 $1M 0.14% -100 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: 15,636 shares; 2024Q4: 15,470 shares; 2025Q1: 4,855 shares; 2025Q2: 4,702 shares; 2025Q3: 4,563 shares; 2025Q4: 4,492 shares 4,492 $987K 0.13% -71 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,459 shares; 2025Q3: 5,080 shares; 2025Q4: 5,757 shares 5,757 $985K 0.13% +677 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: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,420 shares; 2025Q2: 8,281 shares; 2025Q3: 5,954 shares; 2025Q4: 6,122 shares 6,122 $984K 0.13% +168 Timeline MDYG 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: 9,922 shares; 2024Q4: 10,616 shares; 2025Q1: 10,729 shares; 2025Q2: 10,515 shares; 2025Q3: 9,315 shares; 2025Q4: 10,600 shares 10,600 $980K 0.13% +1,285 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: 408,625 shares; 2024Q4: 387,344 shares; 2025Q1: 407,333 shares; 2025Q2: 12,622 shares; 2025Q3: 15,911 shares; 2025Q4: 19,179 shares 19,179 $970K 0.13% +3,268 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,771 shares; 2024Q4: 14,487 shares; 2025Q1: 15,070 shares; 2025Q2: 15,174 shares; 2025Q3: 22,728 shares; 2025Q4: 23,503 shares 23,503 $967K 0.13% +775 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 16,162 shares; 2025Q1: 16,817 shares; 2025Q2: 16,479 shares; 2025Q3: 14,237 shares; 2025Q4: 8,729 shares 8,729 $957K 0.13% -5,508 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: 30,093 shares; 2024Q4: 42,039 shares; 2025Q1: 48,798 shares; 2025Q2: 49,951 shares; 2025Q3: 49,343 shares; 2025Q4: 60,276 shares 60,276 $956K 0.13% +10,933 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: 11,311 shares; 2024Q4: 11,689 shares; 2025Q1: 11,801 shares; 2025Q2: 11,519 shares; 2025Q3: 11,584 shares; 2025Q4: 12,076 shares 12,076 $953K 0.13% +492 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,202 shares; 2025Q4: 5,713 shares 5,713 $936K 0.13% +3,511 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,493 shares; 2024Q4: 9,254 shares; 2025Q1: 9,791 shares; 2025Q2: 9,593 shares; 2025Q3: 9,826 shares; 2025Q4: 11,058 shares 11,058 $936K 0.13% +1,232 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,344 shares; 2025Q1: 7,820 shares; 2025Q2: 7,505 shares; 2025Q3: 7,520 shares; 2025Q4: 5,714 shares 5,714 $924K 0.13% -1,806 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: 26,321 shares; 2024Q4: 26,974 shares; 2025Q1: 27,335 shares; 2025Q2: 20,019 shares; 2025Q3: 20,406 shares; 2025Q4: 25,026 shares 25,026 $907K 0.12% +4,620 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,842 shares; 2024Q4: 30,325 shares; 2025Q1: 52,139 shares; 2025Q2: 13,430 shares; 2025Q3: 8,530 shares; 2025Q4: 8,109 shares 8,109 $891K 0.12% -421 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: 3,010 shares; 2024Q4: 4,300 shares; 2025Q1: 5,775 shares; 2025Q2: 6,865 shares; 2025Q3: 6,950 shares; 2025Q4: 6,832 shares 6,832 $872K 0.12% -118 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,227 shares; 2025Q1: 2,319 shares; 2025Q2: 2,277 shares; 2025Q3: 3,978 shares; 2025Q4: 4,923 shares 4,923 $869K 0.12% +945 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,754 shares; 2025Q1: 4,340 shares; 2025Q2: 4,539 shares; 2025Q3: 5,362 shares; 2025Q4: 4,950 shares 4,950 $862K 0.12% -412 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,177 shares; 2025Q1: 2,188 shares; 2025Q2: 2,271 shares; 2025Q3: 1,920 shares; 2025Q4: 1,553 shares 1,553 $858K 0.12% -367 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 7,108 shares; 2025Q1: 7,607 shares; 2025Q2: 8,011 shares; 2025Q3: 8,037 shares; 2025Q4: 8,409 shares 8,409 $857K 0.12% +372 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,535 shares; 2024Q4: 10,492 shares; 2025Q1: 14,025 shares; 2025Q2: 17,026 shares; 2025Q3: 18,966 shares; 2025Q4: 17,692 shares 17,692 $844K 0.11% -1,274 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: 1,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares 1,234 $841K 0.11% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 3,679 shares; 2025Q1: 4,142 shares; 2025Q2: 4,177 shares; 2025Q3: 5,008 shares; 2025Q4: 5,645 shares 5,645 $841K 0.11% +637 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,570 shares; 2025Q1: 2,938 shares; 2025Q2: 2,432 shares; 2025Q3: 2,408 shares; 2025Q4: 5,691 shares 5,691 $817K 0.11% +3,283 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,971 shares; 2025Q1: 2,128 shares; 2025Q2: 2,209 shares; 2025Q3: 2,419 shares; 2025Q4: 3,652 shares 3,652 $811K 0.11% +1,233 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 928 shares; 2025Q1: 902 shares; 2025Q2: 1,317 shares; 2025Q3: 1,490 shares; 2025Q4: 1,323 shares 1,323 $809K 0.11% -167 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 5,426 shares; 2025Q1: 6,429 shares; 2025Q2: 7,943 shares; 2025Q3: 9,193 shares; 2025Q4: 9,790 shares 9,790 $803K 0.11% +597 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,409 shares; 2025Q1: 1,499 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 4,189 shares 4,189 $800K 0.11% +2,808 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: 3,056 shares; 2024Q4: 3,806 shares; 2025Q1: 4,322 shares; 2025Q2: 4,145 shares; 2025Q3: 4,194 shares; 2025Q4: 3,878 shares 3,878 $796K 0.11% -316 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: 2,826 shares; 2024Q4: 2,906 shares; 2025Q1: 3,044 shares; 2025Q2: 3,014 shares; 2025Q3: 3,085 shares; 2025Q4: 2,339 shares 2,339 $788K 0.11% -746 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: not reported; 2024Q4: not reported; 2025Q1: 1,078 shares; 2025Q2: 1,154 shares; 2025Q3: 1,758 shares; 2025Q4: 2,522 shares 2,522 $777K 0.11% +764 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,078 shares; 2025Q1: 2,288 shares; 2025Q2: 2,149 shares; 2025Q3: 2,449 shares; 2025Q4: 2,454 shares 2,454 $763K 0.1% +5 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 859 shares; 2025Q1: 937 shares; 2025Q2: 1,019 shares; 2025Q3: 1,022 shares; 2025Q4: 841 shares 841 $762K 0.1% -181 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,697 shares; 2025Q1: 6,899 shares; 2025Q2: 6,819 shares; 2025Q3: 6,828 shares; 2025Q4: 5,733 shares 5,733 $748K 0.1% -1,095 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: 688 shares; 2025Q3: 991 shares; 2025Q4: 1,070 shares 1,070 $721K 0.1% +79 Timeline SLYV 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: 5,425 shares; 2024Q4: 6,038 shares; 2025Q1: 6,561 shares; 2025Q2: 6,440 shares; 2025Q3: 6,685 shares; 2025Q4: 7,805 shares 7,805 $710K 0.1% +1,120 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,195 shares; 2025Q1: 2,285 shares; 2025Q2: 1,632 shares; 2025Q3: 1,597 shares; 2025Q4: 1,345 shares 1,345 $687K 0.09% -252 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,227 shares; 2025Q1: 2,084 shares; 2025Q2: 2,024 shares; 2025Q3: 2,047 shares; 2025Q4: 1,536 shares 1,536 $685K 0.09% -511 KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 394 shares; 2025Q3: 475 shares; 2025Q4: 550 shares 550 $668K 0.09% +75 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,806 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,849 shares; 2025Q4: 5,315 shares 5,315 $666K 0.09% +466 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: 568 shares; 2024Q4: 584 shares; 2025Q1: 693 shares; 2025Q2: 1,048 shares; 2025Q3: 1,205 shares; 2025Q4: 1,419 shares 1,419 $661K 0.09% +214 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 5,677 shares; 2025Q1: 5,970 shares; 2025Q2: 5,701 shares; 2025Q3: 5,821 shares; 2025Q4: 4,741 shares 4,741 $659K 0.09% -1,080 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: 2,424 shares; 2024Q4: 2,842 shares; 2025Q1: 3,106 shares; 2025Q2: 3,254 shares; 2025Q3: 3,828 shares; 2025Q4: 4,322 shares 4,322 $654K 0.09% +494 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 3,780 shares; 2025Q3: 4,610 shares; 2025Q4: 5,229 shares 5,229 $649K 0.09% +619 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 602 shares; 2025Q4: 980 shares 980 $640K 0.09% +378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 2,213 shares 2,213 $632K 0.09% +582 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: 10,731 shares; 2024Q4: 10,581 shares; 2025Q1: 11,136 shares; 2025Q2: 10,746 shares; 2025Q3: 10,787 shares; 2025Q4: 8,523 shares 8,523 $626K 0.08% -2,264 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: not reported; 2024Q4: not reported; 2025Q1: 14,301 shares; 2025Q2: 32,177 shares; 2025Q3: 31,247 shares; 2025Q4: 35,736 shares 35,736 $625K 0.08% +4,489 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 903 shares; 2025Q1: 1,063 shares; 2025Q2: 1,090 shares; 2025Q3: 1,075 shares; 2025Q4: 1,106 shares 1,106 $621K 0.08% +31 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: 2,324 shares; 2024Q4: 2,697 shares; 2025Q1: 2,828 shares; 2025Q2: 2,225 shares; 2025Q3: 2,229 shares; 2025Q4: 3,448 shares 3,448 $621K 0.08% +1,219 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: 3,285 shares; 2025Q3: 3,841 shares; 2025Q4: 4,659 shares 4,659 $610K 0.08% +818 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 3,888 shares; 2025Q3: 3,703 shares; 2025Q4: 3,034 shares 3,034 $610K 0.08% -669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares; 2025Q4: 7,741 shares 7,741 $609K 0.08% +3,466 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: 18,059 shares; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: not reported; 2025Q3: 7,546 shares; 2025Q4: 6,936 shares 6,936 $605K 0.08% -610 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: 599 shares; 2024Q4: 614 shares; 2025Q1: 679 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 687 shares 687 $604K 0.08% -22 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 18,853 shares; 2025Q1: 17,190 shares; 2025Q2: 18,980 shares; 2025Q3: 17,442 shares; 2025Q4: 16,134 shares 16,134 $603K 0.08% -1,308 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 4,418 shares; 2025Q3: 6,056 shares; 2025Q4: 15,602 shares 15,602 $597K 0.08% +9,546 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: 1,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,383 shares; 2025Q4: 2,772 shares 2,772 $594K 0.08% +389 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 829 shares; 2025Q1: 939 shares; 2025Q2: 1,242 shares; 2025Q3: 1,310 shares; 2025Q4: 1,455 shares 1,455 $585K 0.08% +145 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: 1,449 shares; 2024Q4: 1,438 shares; 2025Q1: 1,479 shares; 2025Q2: 2,433 shares; 2025Q3: 2,432 shares; 2025Q4: 2,397 shares 2,397 $581K 0.08% -35 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,652 shares; 2025Q1: 1,819 shares; 2025Q2: 1,756 shares; 2025Q3: 2,085 shares; 2025Q4: 2,361 shares 2,361 $575K 0.08% +276 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,123 shares; 2024Q4: 9,317 shares; 2025Q1: 10,645 shares; 2025Q2: 9,985 shares; 2025Q3: 8,432 shares; 2025Q4: 8,501 shares 8,501 $572K 0.08% +69 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: 9,852 shares; 2024Q4: 11,358 shares; 2025Q1: 12,026 shares; 2025Q2: 11,354 shares; 2025Q3: 11,659 shares; 2025Q4: 10,072 shares 10,072 $568K 0.08% -1,587 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,447 shares; 2025Q4: 48,342 shares 48,342 $567K 0.08% +7,895 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,900 shares; 2025Q1: 5,036 shares; 2025Q2: 5,032 shares; 2025Q3: 5,196 shares; 2025Q4: 6,295 shares 6,295 $567K 0.08% +1,099 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,657 shares; 2025Q1: 3,938 shares; 2025Q2: 3,906 shares; 2025Q3: 3,316 shares; 2025Q4: 2,225 shares 2,225 $562K 0.08% -1,091 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,095 shares; 2025Q1: 3,298 shares; 2025Q2: 2,513 shares; 2025Q3: 2,535 shares; 2025Q4: 2,005 shares 2,005 $552K 0.07% -530 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,801 shares; 2024Q4: 22,574 shares; 2025Q1: 22,545 shares; 2025Q2: 20,204 shares; 2025Q3: 15,607 shares; 2025Q4: 10,643 shares 10,643 $549K 0.07% -4,964 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL 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: 3,816 shares 3,816 $548K 0.07% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,604 shares; 2025Q1: 3,002 shares; 2025Q2: 3,217 shares; 2025Q3: 3,718 shares; 2025Q4: 4,173 shares 4,173 $547K 0.07% +455 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,567 shares; 2025Q1: 3,873 shares; 2025Q2: 3,717 shares; 2025Q3: 5,570 shares; 2025Q4: 6,461 shares 6,461 $546K 0.07% +891 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: 11,782 shares; 2024Q4: 20,442 shares; 2025Q1: 20,893 shares; 2025Q2: 22,608 shares; 2025Q3: 22,645 shares; 2025Q4: 22,668 shares 22,668 $545K 0.07% +23 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,733 shares; 2025Q1: 8,120 shares; 2025Q2: 10,155 shares; 2025Q3: 10,000 shares; 2025Q4: 7,974 shares 7,974 $543K 0.07% -2,026 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 3,112 shares; 2025Q4: 2,721 shares 2,721 $536K 0.07% -391 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,463 shares; 2025Q1: 3,575 shares; 2025Q2: 3,493 shares; 2025Q3: 4,218 shares; 2025Q4: 2,833 shares 2,833 $536K 0.07% -1,385 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: 13,909 shares; 2024Q4: 13,284 shares; 2025Q1: 14,438 shares; 2025Q2: 6,578 shares; 2025Q3: 7,474 shares; 2025Q4: 8,405 shares 8,405 $536K 0.07% +931 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: 9,630 shares; 2024Q4: 6,552 shares; 2025Q1: 6,043 shares; 2025Q2: 1,636 shares; 2025Q3: 1,387 shares; 2025Q4: 1,621 shares 1,621 $535K 0.07% +234 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: 491 shares; 2024Q4: 494 shares; 2025Q1: 493 shares; 2025Q2: 567 shares; 2025Q3: 583 shares; 2025Q4: 633 shares 633 $532K 0.07% +50 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: 853 shares; 2024Q4: 863 shares; 2025Q1: 931 shares; 2025Q2: 1,064 shares; 2025Q3: 1,047 shares; 2025Q4: 1,011 shares 1,011 $528K 0.07% -36 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 10,069 shares; 2025Q1: 10,605 shares; 2025Q2: 10,985 shares; 2025Q3: 11,056 shares; 2025Q4: 10,521 shares 10,521 $526K 0.07% -535 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,727 shares; 2025Q1: 1,864 shares; 2025Q2: 1,817 shares; 2025Q3: 2,171 shares; 2025Q4: 2,454 shares 2,454 $525K 0.07% +283 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,511 shares; 2024Q4: 37,875 shares; 2025Q1: 36,621 shares; 2025Q2: 44,602 shares; 2025Q3: 32,707 shares; 2025Q4: 20,391 shares 20,391 $523K 0.07% -12,316 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,893 shares; 2025Q1: 10,989 shares; 2025Q2: 11,113 shares; 2025Q3: 6,771 shares; 2025Q4: 6,344 shares 6,344 $520K 0.07% -427 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: 2,176 shares; 2024Q4: 2,432 shares; 2025Q1: 2,552 shares; 2025Q2: 2,686 shares; 2025Q3: 2,949 shares; 2025Q4: 3,374 shares 3,374 $518K 0.07% +425 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL 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: 2,430 shares; 2025Q3: 2,999 shares; 2025Q4: 3,431 shares 3,431 $517K 0.07% +432 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 1,741 shares; 2025Q2: 1,752 shares; 2025Q3: 2,110 shares; 2025Q4: 2,127 shares 2,127 $515K 0.07% +17 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: 225 shares; 2024Q4: 274 shares; 2025Q1: 324 shares; 2025Q2: 325 shares; 2025Q3: 365 shares; 2025Q4: 255 shares 255 $514K 0.07% -110 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 3,955 shares; 2025Q1: 2,253 shares; 2025Q2: 2,696 shares; 2025Q3: 2,746 shares; 2025Q4: 2,870 shares 2,870 $513K 0.07% +124 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,051 shares 7,051 $509K 0.07% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,291 shares; 2025Q1: 3,808 shares; 2025Q2: 15,004 shares; 2025Q3: 13,589 shares; 2025Q4: 12,624 shares 12,624 $507K 0.07% -965 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,439 shares; 2025Q4: 7,849 shares 7,849 $506K 0.07% +2,410 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,285 shares; 2025Q1: 3,616 shares; 2025Q2: 3,540 shares; 2025Q3: 4,191 shares; 2025Q4: 5,706 shares 5,706 $503K 0.07% +1,515 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS 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: 3,434 shares; 2025Q3: 4,172 shares; 2025Q4: 3,463 shares 3,463 $502K 0.07% -709 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,185 shares 1,185 $500K 0.07% +134 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 4,253 shares; 2025Q1: 4,870 shares; 2025Q2: 4,841 shares; 2025Q3: 5,921 shares; 2025Q4: 6,733 shares 6,733 $500K 0.07% +812 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 6,094 shares; 2025Q1: 5,416 shares; 2025Q2: 5,903 shares; 2025Q3: 6,346 shares; 2025Q4: 6,140 shares 6,140 $498K 0.07% -206 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 599 shares; 2025Q1: 1,835 shares; 2025Q2: 1,860 shares; 2025Q3: 1,639 shares; 2025Q4: 1,271 shares 1,271 $497K 0.07% -368 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,078 shares; 2025Q2: 989 shares; 2025Q3: 914 shares; 2025Q4: 966 shares 966 $493K 0.07% +52 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: 7,793 shares; 2025Q1: 8,414 shares; 2025Q2: 8,015 shares; 2025Q3: 9,753 shares; 2025Q4: 9,308 shares 9,308 $493K 0.07% -445 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: 4,100 shares; 2024Q4: 4,526 shares; 2025Q1: 5,122 shares; 2025Q2: 5,575 shares; 2025Q3: 6,481 shares; 2025Q4: 7,532 shares 7,532 $490K 0.07% +1,051 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,226 shares; 2025Q1: 6,160 shares; 2025Q2: 5,366 shares; 2025Q3: 6,036 shares; 2025Q4: 5,980 shares 5,980 $486K 0.07% -56 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,174 shares; 2025Q1: 2,079 shares; 2025Q2: 1,967 shares; 2025Q3: 4,693 shares; 2025Q4: 4,054 shares 4,054 $482K 0.07% -639 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 3,767 shares; 2025Q2: 3,775 shares; 2025Q3: 4,461 shares; 2025Q4: 4,999 shares 4,999 $470K 0.06% +538 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,617 shares; 2024Q4: 13,817 shares; 2025Q1: 14,139 shares; 2025Q2: 14,148 shares; 2025Q3: 14,495 shares; 2025Q4: 15,346 shares 15,346 $467K 0.06% +851 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares; 2025Q4: 3,491 shares 3,491 $466K 0.06% +411 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,451 shares; 2025Q1: 2,398 shares; 2025Q2: 2,489 shares; 2025Q3: 2,500 shares; 2025Q4: 1,600 shares 1,600 $464K 0.06% -900 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 15,461 shares; 2025Q1: 15,146 shares; 2025Q2: 14,882 shares; 2025Q3: 8,728 shares; 2025Q4: 2,145 shares 2,145 $461K 0.06% -6,583 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,880 shares; 2025Q1: 2,094 shares; 2025Q2: 2,114 shares; 2025Q3: 1,822 shares; 2025Q4: 2,059 shares 2,059 $461K 0.06% +237 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: 4,805 shares; 2024Q4: 4,637 shares; 2025Q1: 4,957 shares; 2025Q2: 5,172 shares; 2025Q3: 5,255 shares; 2025Q4: 5,327 shares 5,327 $460K 0.06% +72 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 2,605 shares; 2025Q1: 2,750 shares; 2025Q2: 2,878 shares; 2025Q3: 2,839 shares; 2025Q4: 2,001 shares 2,001 $458K 0.06% -838 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: 1,238 shares; 2024Q4: 1,363 shares; 2025Q1: 1,616 shares; 2025Q2: 1,627 shares; 2025Q3: 1,704 shares; 2025Q4: 1,794 shares 1,794 $455K 0.06% +90 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 6,418 shares; 2025Q2: 6,342 shares; 2025Q3: 8,355 shares; 2025Q4: 9,492 shares 9,492 $454K 0.06% +1,137 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,701 shares; 2025Q4: 2,901 shares 2,901 $450K 0.06% +1,200 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: 857 shares; 2024Q4: 1,666 shares; 2025Q1: 1,841 shares; 2025Q2: 1,939 shares; 2025Q3: 2,118 shares; 2025Q4: 2,432 shares 2,432 $448K 0.06% +314 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: 4,698 shares; 2024Q4: 5,328 shares; 2025Q1: 5,890 shares; 2025Q2: 6,374 shares; 2025Q3: 7,139 shares; 2025Q4: 7,632 shares 7,632 $446K 0.06% +493 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: 3,755 shares; 2025Q4: 3,457 shares 3,457 $442K 0.06% -298 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: 36,132 shares; 2024Q4: 36,691 shares; 2025Q1: 36,069 shares; 2025Q2: 37,425 shares; 2025Q3: 15,925 shares; 2025Q4: 18,915 shares 18,915 $441K 0.06% +2,990 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 3,053 shares; 2025Q3: 3,580 shares; 2025Q4: 4,026 shares 4,026 $437K 0.06% +446 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,682 shares; 2025Q4: 12,163 shares 12,163 $429K 0.06% +1,481 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,213 shares; 2025Q1: 1,173 shares; 2025Q2: 1,147 shares; 2025Q3: 1,301 shares; 2025Q4: 1,456 shares 1,456 $427K 0.06% +155 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: 1,478 shares; 2024Q4: 1,611 shares; 2025Q1: 1,173 shares; 2025Q2: 1,306 shares; 2025Q3: 1,200 shares; 2025Q4: 1,296 shares 1,296 $424K 0.06% +96 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: 1,278 shares; 2024Q4: 1,874 shares; 2025Q1: 1,525 shares; 2025Q2: 2,118 shares; 2025Q3: 2,112 shares; 2025Q4: 2,030 shares 2,030 $424K 0.06% -82 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: 1,812 shares; 2024Q4: 2,118 shares; 2025Q1: 2,276 shares; 2025Q2: 2,306 shares; 2025Q3: 2,235 shares; 2025Q4: 1,977 shares 1,977 $422K 0.06% -258 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,576 shares; 2025Q1: 2,718 shares; 2025Q2: 2,809 shares; 2025Q3: 2,738 shares; 2025Q4: 2,513 shares 2,513 $421K 0.06% -225 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: 4,172 shares; 2024Q4: 3,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,114 shares; 2025Q4: 5,278 shares 5,278 $416K 0.06% +164 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,311 shares; 2024Q4: 42,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,715 shares; 2025Q4: 6,420 shares 6,420 $416K 0.06% +1,705 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,195 shares; 2025Q1: 4,998 shares; 2025Q2: 4,890 shares; 2025Q3: 3,739 shares; 2025Q4: 1,909 shares 1,909 $415K 0.06% -1,830 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,301 shares; 2025Q1: 1,943 shares; 2025Q2: 2,026 shares; 2025Q3: 2,150 shares; 2025Q4: 2,380 shares 2,380 $415K 0.06% +230 Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 3,748 shares 3,748 $413K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331 shares; 2025Q3: 342 shares; 2025Q4: 466 shares 466 $410K 0.06% +124 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,920 shares; 2025Q1: 8,183 shares; 2025Q2: 8,918 shares; 2025Q3: 8,314 shares; 2025Q4: 6,110 shares 6,110 $409K 0.06% -2,204 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: 949 shares; 2024Q4: 999 shares; 2025Q1: 993 shares; 2025Q2: 972 shares; 2025Q3: 1,085 shares; 2025Q4: 1,263 shares 1,263 $409K 0.06% +178 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: 6,135 shares 6,135 $401K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,523 shares; 2025Q2: 5,853 shares; 2025Q3: 6,758 shares; 2025Q4: 6,889 shares 6,889 $397K 0.05% +131 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: 879 shares; 2024Q4: 1,009 shares; 2025Q1: 1,118 shares; 2025Q2: 1,116 shares; 2025Q3: 1,274 shares; 2025Q4: 1,392 shares 1,392 $396K 0.05% +118 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,800 shares; 2025Q1: 1,998 shares; 2025Q2: 1,984 shares; 2025Q3: 2,292 shares; 2025Q4: 2,573 shares 2,573 $395K 0.05% +281 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,441 shares; 2025Q1: 10,019 shares; 2025Q2: 10,380 shares; 2025Q3: 11,833 shares; 2025Q4: 13,163 shares 13,163 $394K 0.05% +1,330 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,466 shares; 2025Q1: 1,564 shares; 2025Q2: 1,617 shares; 2025Q3: 1,479 shares; 2025Q4: 2,148 shares 2,148 $392K 0.05% +669 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 750 shares; 2025Q1: 879 shares; 2025Q2: 871 shares; 2025Q3: 977 shares; 2025Q4: 939 shares 939 $391K 0.05% -38 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,891 shares 3,891 $389K 0.05% new Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,675 shares; 2025Q2: 9,710 shares; 2025Q3: 15,887 shares; 2025Q4: 15,901 shares 15,901 $384K 0.05% +14 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 6,022 shares; 2025Q1: 6,143 shares; 2025Q2: 6,411 shares; 2025Q3: 6,226 shares; 2025Q4: 5,604 shares 5,604 $376K 0.05% -622 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: 84 shares; 2024Q4: 74 shares; 2025Q1: 73 shares; 2025Q2: 91 shares; 2025Q3: 92 shares; 2025Q4: 70 shares 70 $375K 0.05% -22 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: 1,852 shares; 2024Q4: 1,977 shares; 2025Q1: 2,173 shares; 2025Q2: 2,117 shares; 2025Q3: 2,019 shares; 2025Q4: 1,675 shares 1,675 $374K 0.05% -344 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 3,521 shares; 2025Q2: 3,828 shares; 2025Q3: 2,648 shares; 2025Q4: 1,606 shares 1,606 $374K 0.05% -1,042 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: not reported; 2024Q4: 964 shares; 2025Q1: 1,146 shares; 2025Q2: 1,295 shares; 2025Q3: 1,119 shares; 2025Q4: 1,196 shares 1,196 $373K 0.05% +77 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,339 shares; 2025Q4: 8,446 shares 8,446 $373K 0.05% +1,107 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: 3,904 shares; 2025Q2: 6,543 shares; 2025Q3: 7,112 shares; 2025Q4: 7,901 shares 7,901 $372K 0.05% +789 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: 2,571 shares; 2024Q4: 2,421 shares; 2025Q1: 2,366 shares; 2025Q2: 2,436 shares; 2025Q3: 2,442 shares; 2025Q4: 2,460 shares 2,460 $370K 0.05% +18 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest 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: 2,514 shares; 2025Q4: 2,562 shares 2,562 $369K 0.05% +48 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,014 shares; 2025Q4: 6,149 shares 6,149 $369K 0.05% +1,135 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: 722 shares; 2025Q3: 808 shares; 2025Q4: 781 shares 781 $366K 0.05% -27 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 2,056 shares; 2025Q1: 1,517 shares; 2025Q2: 2,006 shares; 2025Q3: 1,956 shares; 2025Q4: 1,866 shares 1,866 $364K 0.05% -90 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 4,945 shares 4,945 $362K 0.05% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 15,648 shares; 2025Q1: 15,648 shares; 2025Q2: 15,510 shares; 2025Q3: 15,444 shares; 2025Q4: 15,424 shares 15,424 $360K 0.05% -20 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG 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: 12,051 shares 12,051 $359K 0.05% new 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: 2,495 shares; 2024Q4: 2,337 shares; 2025Q1: 2,469 shares; 2025Q2: 2,372 shares; 2025Q3: 2,310 shares; 2025Q4: 2,171 shares 2,171 $349K 0.05% -139 Timeline CLOI 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: 4,486 shares; 2025Q2: 5,682 shares; 2025Q3: 6,248 shares; 2025Q4: 6,593 shares 6,593 $348K 0.05% +345 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: 11,554 shares; 2024Q4: 11,710 shares; 2025Q1: 12,035 shares; 2025Q2: 15,778 shares; 2025Q3: 11,884 shares; 2025Q4: 8,587 shares 8,587 $347K 0.05% -3,297 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: 2,989 shares; 2024Q4: 3,273 shares; 2025Q1: 3,542 shares; 2025Q2: 3,644 shares; 2025Q3: 3,840 shares; 2025Q4: 3,318 shares 3,318 $346K 0.05% -522 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 13,556 shares; 2025Q1: 13,062 shares; 2025Q2: 12,265 shares; 2025Q3: 8,472 shares; 2025Q4: 4,809 shares 4,809 $345K 0.05% -3,663 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 703 shares 703 $343K 0.05% +144 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: 1,314 shares; 2025Q1: 1,424 shares; 2025Q2: 1,534 shares; 2025Q3: 1,628 shares; 2025Q4: 1,639 shares 1,639 $341K 0.05% +11 Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: 1,057 shares; 2025Q3: 1,132 shares; 2025Q4: 1,052 shares 1,052 $340K 0.05% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares 1,311 $340K 0.05% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,868 shares; 2025Q1: 2,971 shares; 2025Q2: 2,535 shares; 2025Q3: 2,490 shares; 2025Q4: 2,119 shares 2,119 $337K 0.05% -371 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 4,262 shares; 2025Q1: 5,156 shares; 2025Q2: 1,467 shares; 2025Q3: 2,033 shares; 2025Q4: 1,853 shares 1,853 $337K 0.05% -180 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: not reported; 2024Q4: not reported; 2025Q1: 1,589 shares; 2025Q2: 1,893 shares; 2025Q3: 1,960 shares; 2025Q4: 1,652 shares 1,652 $335K 0.05% -308 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: not reported; 2025Q1: not reported; 2025Q2: 4,179 shares; 2025Q3: 4,449 shares; 2025Q4: 6,078 shares 6,078 $333K 0.05% +1,629 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: 1,395 shares; 2024Q4: 1,261 shares; 2025Q1: 1,314 shares; 2025Q2: 1,360 shares; 2025Q3: 1,506 shares; 2025Q4: 1,763 shares 1,763 $332K 0.04% +257 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,955 shares; 2025Q1: 6,546 shares; 2025Q2: 7,346 shares; 2025Q3: 8,688 shares; 2025Q4: 9,126 shares 9,126 $329K 0.04% +438 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,289 shares; 2025Q1: 3,815 shares; 2025Q2: 3,467 shares; 2025Q3: 4,159 shares; 2025Q4: 4,660 shares 4,660 $328K 0.04% +501 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: 1,134 shares; 2025Q3: 1,207 shares; 2025Q4: 1,368 shares 1,368 $328K 0.04% +161 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,463 shares; 2025Q4: 2,794 shares 2,794 $328K 0.04% +331 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,129 shares; 2025Q1: 2,160 shares; 2025Q2: 2,094 shares; 2025Q3: 1,992 shares; 2025Q4: 1,763 shares 1,763 $325K 0.04% -229 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,545 shares; 2025Q1: 11,160 shares; 2025Q2: 11,104 shares; 2025Q3: 9,596 shares; 2025Q4: 12,265 shares 12,265 $323K 0.04% +2,669 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 935 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,143 shares; 2025Q4: 947 shares 947 $322K 0.04% -196 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 1,990 shares; 2025Q2: 2,609 shares; 2025Q3: 2,519 shares; 2025Q4: 2,398 shares 2,398 $322K 0.04% -121 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,682 shares; 2025Q4: 1,988 shares 1,988 $321K 0.04% +306 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 783 shares; 2025Q1: 846 shares; 2025Q2: 1,024 shares; 2025Q3: 957 shares; 2025Q4: 715 shares 715 $321K 0.04% -242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 904 shares 904 $319K 0.04% +41 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 8,079 shares; 2025Q1: 8,464 shares; 2025Q2: 6,692 shares; 2025Q3: 4,929 shares; 2025Q4: 4,002 shares 4,002 $319K 0.04% -927 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,331 shares; 2025Q4: 2,205 shares 2,205 $318K 0.04% -126 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 2,416 shares; 2025Q1: 1,623 shares; 2025Q2: 1,816 shares; 2025Q3: 1,979 shares; 2025Q4: 1,720 shares 1,720 $313K 0.04% -259 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,518 shares; 2025Q1: 7,339 shares; 2025Q2: 7,301 shares; 2025Q3: 7,706 shares; 2025Q4: 8,749 shares 8,749 $308K 0.04% +1,043 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 968 shares; 2025Q4: 965 shares 965 $307K 0.04% -3 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: 602 shares; 2024Q4: 675 shares; 2025Q1: 747 shares; 2025Q2: 753 shares; 2025Q3: 854 shares; 2025Q4: 829 shares 829 $306K 0.04% -25 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 987 shares; 2025Q4: 1,034 shares 1,034 $306K 0.04% +47 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 14,716 shares; 2025Q1: 11,003 shares; 2025Q2: 10,796 shares; 2025Q3: 6,427 shares; 2025Q4: 4,008 shares 4,008 $306K 0.04% -2,419 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,395 shares; 2025Q1: 4,400 shares; 2025Q2: 4,283 shares; 2025Q3: 4,028 shares; 2025Q4: 3,022 shares 3,022 $305K 0.04% -1,006 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: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,031 shares; 2025Q3: 967 shares; 2025Q4: 1,051 shares 1,051 $305K 0.04% +84 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 4,972 shares 4,972 $303K 0.04% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,663 shares; 2025Q1: 22,659 shares; 2025Q2: 21,363 shares; 2025Q3: 14,254 shares; 2025Q4: 7,876 shares 7,876 $301K 0.04% -6,378 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,434 shares 1,434 $300K 0.04% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,811 shares; 2025Q4: 4,197 shares 4,197 $300K 0.04% -614 Timeline IDEV 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: 3,618 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 3,618 shares; 2025Q4: 3,618 shares 3,618 $298K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 3,706 shares 3,706 $298K 0.04% +882 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,908 shares; 2025Q1: 6,582 shares; 2025Q2: 6,728 shares; 2025Q3: 3,551 shares; 2025Q4: 3,881 shares 3,881 $295K 0.04% +330 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: 595 shares; 2024Q4: 682 shares; 2025Q1: 789 shares; 2025Q2: 892 shares; 2025Q3: 870 shares; 2025Q4: 836 shares 836 $294K 0.04% -34 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 1,697 shares; 2025Q3: 1,833 shares; 2025Q4: 2,065 shares 2,065 $293K 0.04% +232 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 6,190 shares; 2025Q4: 6,882 shares 6,882 $292K 0.04% +692 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,938 shares; 2025Q1: 2,927 shares; 2025Q2: 2,935 shares; 2025Q3: 2,918 shares; 2025Q4: 1,958 shares 1,958 $292K 0.04% -960 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 7,172 shares; 2025Q1: 8,000 shares; 2025Q2: 7,933 shares; 2025Q3: 4,295 shares; 2025Q4: 4,703 shares 4,703 $290K 0.04% +408 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: 933 shares; 2024Q4: 1,043 shares; 2025Q1: 1,111 shares; 2025Q2: 946 shares; 2025Q3: 932 shares; 2025Q4: 811 shares 811 $290K 0.04% -121 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: 2,938 shares; 2024Q4: 3,004 shares; 2025Q1: 3,522 shares; 2025Q2: 2,289 shares; 2025Q3: not reported; 2025Q4: 1,964 shares 1,964 $288K 0.04% 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: 2,418 shares; 2025Q3: 2,288 shares; 2025Q4: 2,114 shares 2,114 $287K 0.04% -174 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,752 shares; 2025Q1: 2,058 shares; 2025Q2: 2,024 shares; 2025Q3: 2,004 shares; 2025Q4: 2,100 shares 2,100 $286K 0.04% +96 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: 8,731 shares; 2024Q4: 8,773 shares; 2025Q1: 9,014 shares; 2025Q2: 9,340 shares; 2025Q3: 9,317 shares; 2025Q4: 7,809 shares 7,809 $285K 0.04% -1,508 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,309 shares; 2025Q4: 5,293 shares 5,293 $285K 0.04% +984 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 1,121 shares; 2025Q1: 1,263 shares; 2025Q2: 1,280 shares; 2025Q3: 1,340 shares; 2025Q4: 1,564 shares 1,564 $284K 0.04% +224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 402 shares; 2025Q4: 346 shares 346 $280K 0.04% -56 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,503 shares; 2025Q1: 1,675 shares; 2025Q2: 1,666 shares; 2025Q3: 1,673 shares; 2025Q4: 1,287 shares 1,287 $279K 0.04% -386 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: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 2,735 shares; 2025Q3: 2,977 shares; 2025Q4: 3,061 shares 3,061 $279K 0.04% +84 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,479 shares; 2024Q4: 14,819 shares; 2025Q1: 20,191 shares; 2025Q2: 31,243 shares; 2025Q3: 25,876 shares; 2025Q4: 15,160 shares 15,160 $279K 0.04% -10,716 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,763 shares; 2025Q1: 3,666 shares; 2025Q2: 4,505 shares; 2025Q3: 3,319 shares; 2025Q4: 2,427 shares 2,427 $278K 0.04% -892 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: 690 shares; 2024Q4: 675 shares; 2025Q1: 670 shares; 2025Q2: 583 shares; 2025Q3: 592 shares; 2025Q4: 566 shares 566 $278K 0.04% -26 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,343 shares 8,343 $277K 0.04% new 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: 1,576 shares; 2024Q4: 2,773 shares; 2025Q1: 3,074 shares; 2025Q2: 3,076 shares; 2025Q3: 1,291 shares; 2025Q4: 1,590 shares 1,590 $277K 0.04% +299 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 803 shares; 2025Q1: 842 shares; 2025Q2: 1,005 shares; 2025Q3: 972 shares; 2025Q4: 823 shares 823 $277K 0.04% -149 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: 1,037 shares; 2025Q4: 1,102 shares 1,102 $276K 0.04% +65 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: 2,230 shares; 2025Q2: 1,583 shares; 2025Q3: 1,687 shares; 2025Q4: 1,694 shares 1,694 $276K 0.04% +7 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: 8,369 shares; 2025Q1: 8,039 shares; 2025Q2: 8,776 shares; 2025Q3: 6,189 shares; 2025Q4: 3,715 shares 3,715 $274K 0.04% -2,474 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 5,784 shares; 2025Q1: 5,368 shares; 2025Q2: 5,556 shares; 2025Q3: 6,408 shares; 2025Q4: 6,144 shares 6,144 $272K 0.04% -264 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,995 shares; 2025Q3: 11,472 shares; 2025Q4: 10,522 shares 10,522 $272K 0.04% -950 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 955 shares; 2025Q1: 939 shares; 2025Q2: 956 shares; 2025Q3: 938 shares; 2025Q4: 939 shares 939 $271K 0.04% +1 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,534 shares; 2024Q4: 3,378 shares; 2025Q1: 3,756 shares; 2025Q2: 2,817 shares; 2025Q3: 2,901 shares; 2025Q4: 3,195 shares 3,195 $269K 0.04% +294 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,291 shares; 2025Q3: 3,136 shares; 2025Q4: 3,007 shares 3,007 $267K 0.04% -129 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 626 shares 626 $263K 0.04% new 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: 1,733 shares; 2024Q4: 1,777 shares; 2025Q1: 1,910 shares; 2025Q2: 1,958 shares; 2025Q3: 2,033 shares; 2025Q4: 2,036 shares 2,036 $263K 0.04% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 656 shares 656 $260K 0.04% +74 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,794 shares; 2025Q2: 1,831 shares; 2025Q3: 1,264 shares; 2025Q4: 1,388 shares 1,388 $258K 0.03% +124 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,433 shares; 2025Q4: 3,822 shares 3,822 $257K 0.03% +389 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: 8,005 shares; 2024Q4: 6,114 shares; 2025Q1: 5,413 shares; 2025Q2: not reported; 2025Q3: 4,104 shares; 2025Q4: 3,184 shares 3,184 $257K 0.03% -920 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 4,478 shares; 2025Q1: 3,985 shares; 2025Q2: 3,678 shares; 2025Q3: 3,160 shares; 2025Q4: 2,319 shares 2,319 $256K 0.03% -841 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815 shares; 2025Q3: 2,675 shares; 2025Q4: 2,367 shares 2,367 $251K 0.03% -308 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: 843 shares; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 935 shares; 2025Q3: 975 shares; 2025Q4: 936 shares 936 $246K 0.03% -39 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: 1,315 shares; 2024Q4: 1,310 shares; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,542 shares; 2025Q4: 1,590 shares 1,590 $245K 0.03% +48 Timeline MOAT 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: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares 2,363 $245K 0.03% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,865 shares; 2025Q4: 2,514 shares 2,514 $244K 0.03% -351 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: 239 shares; 2024Q4: 154 shares; 2025Q1: 171 shares; 2025Q2: 319 shares; 2025Q3: 280 shares; 2025Q4: 143 shares 143 $242K 0.03% -137 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: not reported; 2024Q4: 11,689 shares; 2025Q1: 17,625 shares; 2025Q2: 17,797 shares; 2025Q3: 15,849 shares; 2025Q4: 14,374 shares 14,374 $241K 0.03% -1,475 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,013 shares; 2025Q1: 3,530 shares; 2025Q2: 4,170 shares; 2025Q3: 4,002 shares; 2025Q4: 3,300 shares 3,300 $240K 0.03% -702 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 3,198 shares; 2025Q2: not reported; 2025Q3: 3,634 shares; 2025Q4: 4,078 shares 4,078 $239K 0.03% +444 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,203 shares; 2024Q4: 13,340 shares; 2025Q1: 11,017 shares; 2025Q2: 9,114 shares; 2025Q3: 8,844 shares; 2025Q4: 6,257 shares 6,257 $239K 0.03% -2,587 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,418 shares; 2025Q1: 3,327 shares; 2025Q2: 3,259 shares; 2025Q3: 3,075 shares; 2025Q4: 2,394 shares 2,394 $238K 0.03% -681 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 2,087 shares; 2025Q1: 2,764 shares; 2025Q2: 2,845 shares; 2025Q3: 2,816 shares; 2025Q4: 2,299 shares 2,299 $236K 0.03% -517 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 703 shares 703 $236K 0.03% +88 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE 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: 5,942 shares 5,942 $231K 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 6,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,654 shares; 2025Q4: 2,588 shares 2,588 $231K 0.03% -1,066 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: 6,918 shares; 2024Q4: 5,234 shares; 2025Q1: 4,645 shares; 2025Q2: not reported; 2025Q3: 3,354 shares; 2025Q4: 2,397 shares 2,397 $231K 0.03% -957 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: not reported; 2025Q4: 1,122 shares 1,122 $230K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,847 shares; 2025Q2: 3,118 shares; 2025Q3: 3,238 shares; 2025Q4: 3,112 shares 3,112 $230K 0.03% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,883 shares; 2025Q3: 1,777 shares; 2025Q4: 1,464 shares 1,464 $230K 0.03% -313 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 941 shares; 2025Q3: 957 shares; 2025Q4: 1,024 shares 1,024 $225K 0.03% +67 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 4,275 shares; 2025Q3: 5,042 shares; 2025Q4: 3,785 shares 3,785 $222K 0.03% -1,257 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,562 shares; 2024Q4: 19,225 shares; 2025Q1: 19,551 shares; 2025Q2: 19,810 shares; 2025Q3: 19,844 shares; 2025Q4: 20,608 shares 20,608 $221K 0.03% +764 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: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 402 shares; 2025Q4: 354 shares 354 $220K 0.03% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,341 shares 6,341 $220K 0.03% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,462 shares; 2025Q4: 6,158 shares 6,158 $219K 0.03% -304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,791 shares 7,791 $218K 0.03% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares 1,072 $218K 0.03% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 546 shares 546 $217K 0.03% -205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $217K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares 1,328 $215K 0.03% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 6,599 shares; 2025Q1: 6,449 shares; 2025Q2: 5,921 shares; 2025Q3: 4,571 shares; 2025Q4: 2,400 shares 2,400 $214K 0.03% -2,171 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: 900 shares; 2024Q4: not reported; 2025Q1: 1,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 932 shares 932 $213K 0.03% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,834 shares; 2025Q1: not reported; 2025Q2: 3,954 shares; 2025Q3: 3,821 shares; 2025Q4: 3,091 shares 3,091 $212K 0.03% -730 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 5,256 shares; 2025Q1: 2,407 shares; 2025Q2: 3,365 shares; 2025Q3: 3,081 shares; 2025Q4: 2,615 shares 2,615 $208K 0.03% -466 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 721 shares; 2025Q1: 538 shares; 2025Q2: 526 shares; 2025Q3: 505 shares; 2025Q4: 425 shares 425 $206K 0.03% -80 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: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 1,024 shares; 2025Q3: 1,073 shares; 2025Q4: 529 shares 529 $206K 0.03% -544 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares 658 $204K 0.03% new Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 10,897 shares; 2025Q1: 9,375 shares; 2025Q2: 7,753 shares; 2025Q3: 6,200 shares; 2025Q4: 3,246 shares 3,246 $203K 0.03% -2,954 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,135 shares; 2025Q4: 3,236 shares 3,236 $202K 0.03% +101 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 188 shares 188 $201K 0.03% -1 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: 13,161 shares; 2024Q4: 13,005 shares; 2025Q1: 13,932 shares; 2025Q2: 12,757 shares; 2025Q3: 14,218 shares; 2025Q4: 15,289 shares 15,289 $201K 0.03% +1,071 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 1,795 shares; 2025Q2: 1,446 shares; 2025Q3: 1,552 shares; 2025Q4: 1,294 shares 1,294 $197K 0.03% -258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares 5,208 $192K 0.03% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,859 shares 10,859 $187K 0.03% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 13,457 shares; 2025Q1: 13,523 shares; 2025Q2: 13,238 shares; 2025Q3: 12,645 shares; 2025Q4: 12,084 shares 12,084 $164K 0.02% -561 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,864 shares; 2024Q4: 94,052 shares; 2025Q1: 103,316 shares; 2025Q2: 12,894 shares; 2025Q3: 15,245 shares; 2025Q4: 30,728 shares 30,728 $163K 0.02% +15,483 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 9,791 shares; 2025Q1: 10,673 shares; 2025Q2: 13,061 shares; 2025Q3: 12,727 shares; 2025Q4: 10,213 shares 10,213 $117K 0.02% -2,514 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR 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: 10,446 shares 10,446 $51.9K 0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,060 shares; 2025Q1: 10,060 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $45.5K 0.01% 0 Timeline