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Private Wealth Management Group, LLC

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13F filer, CIK 2011342, PRINCETON, NJ

Private Wealth Management Group, LLC reported $374,405,586 across 1,466 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 57.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002011342-26-000001

Period
2025-12-31
Reported value
$374M
Holdings
1,466
Top 10 weight
57.18%
New
83
Sold out
97

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+52,153$2.44M
DFAIadded+60,500$2.31M
DFGXadded+40,994$2.16M
VGITadded+22,476$1.35M
DFEMadded+18,531$613K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JNJreduced-13,606-$2.82M
AAPLreduced-4,793-$1.3M
DISVreduced-25,431-$966K
DFSVreduced-22,517-$741K
MDYVreduced-6,067-$514K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002011342-26-000001, largest first. % of portfolio is the value over $374,405,586, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,589 shares; 2024Q4: 919,065 shares; 2025Q1: 923,973 shares; 2025Q2: 925,272 shares; 2025Q3: 928,761 shares; 2025Q4: 934,536 shares 934,536$37M9.88%+5,775Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest 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: 543,500 shares; 2025Q4: 584,494 shares 584,494$30.8M8.22%+40,994Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,402 shares; 2024Q4: 189,391 shares; 2025Q1: 322,689 shares; 2025Q2: 420,275 shares; 2025Q3: 521,724 shares; 2025Q4: 573,877 shares 573,877$26.9M7.17%+52,153Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,908 shares; 2024Q4: 315,554 shares; 2025Q1: 331,807 shares; 2025Q2: 340,837 shares; 2025Q3: 358,265 shares; 2025Q4: 380,741 shares 380,741$22.8M6.09%+22,476Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,386 shares; 2024Q4: 599,660 shares; 2025Q1: 606,414 shares; 2025Q2: 598,627 shares; 2025Q3: 598,683 shares; 2025Q4: 596,277 shares 596,277$20.5M5.49%-2,406Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,658 shares; 2024Q4: 435,592 shares; 2025Q1: 491,989 shares; 2025Q2: 514,321 shares; 2025Q3: 542,057 shares; 2025Q4: 560,588 shares 560,588$18.5M4.95%+18,531Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,176 shares; 2024Q4: 139,509 shares; 2025Q1: 237,896 shares; 2025Q2: 282,811 shares; 2025Q3: 342,122 shares; 2025Q4: 402,622 shares 402,622$15.3M4.1%+60,500Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,885 shares; 2024Q4: 463,950 shares; 2025Q1: 497,680 shares; 2025Q2: 511,173 shares; 2025Q3: 546,215 shares; 2025Q4: 569,326 shares 569,326$15M4.02%+23,111Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,981 shares; 2024Q4: 197,471 shares; 2025Q1: 205,206 shares; 2025Q2: 186,676 shares; 2025Q3: 185,176 shares; 2025Q4: 184,471 shares 184,471$13.7M3.65%-705Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,564 shares; 2024Q4: 109,406 shares; 2025Q1: 130,312 shares; 2025Q2: 136,407 shares; 2025Q3: 145,073 shares; 2025Q4: 143,700 shares 143,700$13.5M3.61%-1,373Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,162 shares; 2024Q4: 411,520 shares; 2025Q1: 397,262 shares; 2025Q2: 404,590 shares; 2025Q3: 393,352 shares; 2025Q4: 370,835 shares 370,835$12.2M3.26%-22,517Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,084 shares; 2024Q4: 87,078 shares; 2025Q1: 105,245 shares; 2025Q2: 105,308 shares; 2025Q3: 111,615 shares; 2025Q4: 114,775 shares 114,775$11.7M3.13%+3,160Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,796 shares; 2024Q4: 133,725 shares; 2025Q1: 133,666 shares; 2025Q2: 132,360 shares; 2025Q3: 129,065 shares; 2025Q4: 122,998 shares 122,998$10.4M2.78%-6,067Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,662 shares; 2024Q4: 77,933 shares; 2025Q1: 59,437 shares; 2025Q2: 55,705 shares; 2025Q3: 55,670 shares; 2025Q4: 55,666 shares 55,666$9.89M2.64%-4Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,134 shares; 2024Q4: 323,292 shares; 2025Q1: 312,904 shares; 2025Q2: 292,972 shares; 2025Q3: 275,618 shares; 2025Q4: 250,187 shares 250,187$9.51M2.54%-25,431Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,576 shares; 2024Q4: 41,214 shares; 2025Q1: 36,150 shares; 2025Q2: 35,709 shares; 2025Q3: 35,631 shares; 2025Q4: 30,838 shares 30,838$8.38M2.24%-4,793Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,600 shares; 2024Q4: 97,135 shares; 2025Q1: 90,477 shares; 2025Q2: 76,960 shares; 2025Q3: 71,497 shares; 2025Q4: 70,560 shares 70,560$7.56M2.02%-937Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,919 shares; 2024Q4: 50,624 shares; 2025Q1: 47,472 shares; 2025Q2: 46,194 shares; 2025Q3: 46,516 shares; 2025Q4: 47,385 shares 47,385$5.06M1.35%+869Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,415 shares; 2025Q1: 16,646 shares; 2025Q2: 74,579 shares; 2025Q3: 87,279 shares; 2025Q4: 93,416 shares 93,416$4.72M1.26%+6,137Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,620 shares; 2024Q4: 81,224 shares; 2025Q1: 78,184 shares; 2025Q2: 75,709 shares; 2025Q3: 75,709 shares; 2025Q4: 72,618 shares 72,618$4.32M1.15%-3,091Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,346 shares; 2024Q4: 72,324 shares; 2025Q1: 68,186 shares; 2025Q2: 69,644 shares; 2025Q3: 70,185 shares; 2025Q4: 70,836 shares 70,836$3.5M0.94%+651Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,354 shares; 2024Q4: 28,615 shares; 2025Q1: 40,566 shares; 2025Q2: 49,792 shares; 2025Q3: 52,318 shares; 2025Q4: 52,737 shares 52,737$2.84M0.76%+419Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,934 shares; 2024Q4: 41,593 shares; 2025Q1: 43,920 shares; 2025Q2: 43,524 shares; 2025Q3: 41,596 shares; 2025Q4: 39,610 shares 39,610$2.47M0.66%-1,986Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,573 shares; 2025Q2: 20,307 shares; 2025Q3: 20,707 shares; 2025Q4: 20,826 shares 20,826$2.33M0.62%+119Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,818 shares; 2024Q4: 15,805 shares; 2025Q1: 15,713 shares; 2025Q2: 24,157 shares; 2025Q3: 24,157 shares; 2025Q4: 10,551 shares 10,551$2.18M0.58%-13,606Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,534 shares; 2024Q4: 15,607 shares; 2025Q1: 23,607 shares; 2025Q2: 25,732 shares; 2025Q3: 25,732 shares; 2025Q4: 25,732 shares 25,732$2.12M0.57%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,145 shares; 2024Q4: 30,010 shares; 2025Q1: 30,123 shares; 2025Q2: 29,865 shares; 2025Q3: 28,007 shares; 2025Q4: 26,880 shares 26,880$2.07M0.55%-1,127Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,736 shares; 2025Q1: 4,785 shares; 2025Q2: 4,788 shares; 2025Q3: 4,756 shares; 2025Q4: 6,143 shares 6,143$2.06M0.55%+1,387Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,682 shares; 2025Q1: 3,844 shares; 2025Q2: 3,887 shares; 2025Q3: 3,899 shares; 2025Q4: 3,860 shares 3,860$1.87M0.5%-39Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,595 shares; 2024Q4: 19,863 shares; 2025Q1: 18,403 shares; 2025Q2: 18,079 shares; 2025Q3: 18,115 shares; 2025Q4: 18,848 shares 18,848$1.79M0.48%+733Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,249 shares; 2024Q4: 7,239 shares; 2025Q1: 6,839 shares; 2025Q2: 6,839 shares; 2025Q3: 6,839 shares; 2025Q4: 7,164 shares 7,164$1.52M0.41%+325Timeline
BPRNPRINCETON BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,830 shares; 2024Q4: 48,055 shares; 2025Q1: 45,411 shares; 2025Q2: 42,093 shares; 2025Q3: 40,492 shares; 2025Q4: 39,124 shares 39,124$1.36M0.36%-1,368Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,264 shares; 2024Q4: 10,264 shares; 2025Q1: 9,764 shares; 2025Q2: 9,764 shares; 2025Q3: 9,764 shares; 2025Q4: 10,548 shares 10,548$1.3M0.35%+784Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 6,763 shares; 2025Q1: 7,143 shares; 2025Q2: 7,100 shares; 2025Q3: 7,186 shares; 2025Q4: 6,946 shares 6,946$1.3M0.35%-240Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,639 shares; 2024Q4: 26,848 shares; 2025Q1: 25,219 shares; 2025Q2: 24,969 shares; 2025Q3: 26,367 shares; 2025Q4: 26,648 shares 26,648$1.28M0.34%+281Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,274 shares; 2024Q4: 26,062 shares; 2025Q1: 26,104 shares; 2025Q2: 25,631 shares; 2025Q3: 26,307 shares; 2025Q4: 28,281 shares 28,281$1.27M0.34%+1,974Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,529 shares; 2025Q1: 2,533 shares; 2025Q2: 2,537 shares; 2025Q3: 2,529 shares; 2025Q4: 2,503 shares 2,503$1.26M0.34%-26Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,231 shares; 2024Q4: 49,016 shares; 2025Q1: 46,580 shares; 2025Q2: 45,938 shares; 2025Q3: 49,244 shares; 2025Q4: 50,856 shares 50,856$1.19M0.32%+1,612Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,935 shares; 2024Q4: 14,616 shares; 2025Q1: 14,626 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 14,095 shares 14,095$1.04M0.28%-235Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,131 shares; 2024Q4: 13,306 shares; 2025Q1: 13,364 shares; 2025Q2: 12,830 shares; 2025Q3: 12,371 shares; 2025Q4: 11,337 shares 11,337$1.03M0.28%-1,034Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 14,116 shares; 2025Q1: 15,993 shares; 2025Q2: 16,648 shares; 2025Q3: 17,891 shares; 2025Q4: 19,601 shares 19,601$994K0.27%+1,710Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,635 shares; 2024Q4: 14,635 shares; 2025Q1: 14,635 shares; 2025Q2: 14,635 shares; 2025Q3: 14,635 shares; 2025Q4: 14,635 shares 14,635$966K0.26%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,765 shares; 2025Q1: 9,765 shares; 2025Q2: 9,715 shares; 2025Q3: 9,715 shares; 2025Q4: 9,740 shares 9,740$935K0.25%+25Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 8,853 shares; 2025Q1: 8,783 shares; 2025Q2: 8,775 shares; 2025Q3: 8,807 shares; 2025Q4: 8,832 shares 8,832$904K0.24%+25Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,086 shares; 2025Q1: 2,515 shares; 2025Q2: 2,530 shares; 2025Q3: 2,544 shares; 2025Q4: 2,510 shares 2,510$786K0.21%-34Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,924 shares; 2024Q4: 18,405 shares; 2025Q1: 18,187 shares; 2025Q2: 17,915 shares; 2025Q3: 17,449 shares; 2025Q4: 17,613 shares 17,613$778K0.21%+164Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 13,241 shares; 2025Q1: 13,161 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares; 2025Q4: 12,451 shares 12,451$669K0.18%-499Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,756 shares; 2025Q1: 2,784 shares; 2025Q2: 2,780 shares; 2025Q3: 2,809 shares; 2025Q4: 2,776 shares 2,776$641K0.17%-33Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: 6,309 shares; 2025Q1: 6,317 shares; 2025Q2: 6,213 shares; 2025Q3: 6,202 shares; 2025Q4: 6,142 shares 6,142$601K0.16%-60Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 335 shares; 2025Q3: 254 shares; 2025Q4: 861 shares 861$587K0.16%+607Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,629 shares; 2025Q1: 1,731 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,757 shares 1,757$566K0.15%-7Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,857 shares; 2025Q2: 1,858 shares; 2025Q3: 1,864 shares; 2025Q4: 1,549 shares 1,549$536K0.14%-315Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,787 shares; 2025Q1: 18,222 shares; 2025Q2: 17,928 shares; 2025Q3: 18,923 shares; 2025Q4: 19,655 shares 19,655$496K0.13%+732Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,907 shares; 2024Q4: 10,907 shares; 2025Q1: 10,907 shares; 2025Q2: 10,907 shares; 2025Q3: 10,907 shares; 2025Q4: 10,907 shares 10,907$493K0.13%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 582 shares; 2025Q4: 1,022 shares 1,022$484K0.13%+440Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 3,699 shares; 2025Q1: 3,672 shares; 2025Q2: 3,596 shares; 2025Q3: 3,555 shares; 2025Q4: 3,342 shares 3,342$479K0.13%-213Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 12,793 shares; 2025Q1: 12,528 shares; 2025Q2: 11,779 shares; 2025Q3: 11,704 shares; 2025Q4: 10,152 shares 10,152$462K0.12%-1,552Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,630 shares; 2025Q1: 1,484 shares; 2025Q2: 1,479 shares; 2025Q3: 1,472 shares; 2025Q4: 1,453 shares 1,453$456K0.12%-19Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 3,719 shares; 2025Q1: 3,889 shares; 2025Q2: 3,587 shares; 2025Q3: 3,587 shares; 2025Q4: 3,563 shares 3,563$429K0.11%-24Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,203 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,212 shares 1,212$417K0.11%-8Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 588 shares; 2025Q1: 645 shares; 2025Q2: 644 shares; 2025Q3: 646 shares; 2025Q4: 628 shares 628$415K0.11%-18Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,361 shares; 2025Q1: 9,362 shares; 2025Q2: 9,491 shares; 2025Q3: 9,719 shares; 2025Q4: 10,496 shares 10,496$410K0.11%+777Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 35,813 shares; 2025Q1: 35,486 shares; 2025Q2: 34,608 shares; 2025Q3: 35,492 shares; 2025Q4: 39,433 shares 39,433$410K0.11%+3,941Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares; 2025Q3: 3,353 shares; 2025Q4: 3,353 shares 3,353$403K0.11%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 9,081 shares; 2025Q1: 9,081 shares; 2025Q2: 8,112 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares 8,112$392K0.1%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 1,392 shares; 2025Q1: 1,304 shares; 2025Q2: 1,303 shares; 2025Q3: 1,301 shares; 2025Q4: 1,250 shares 1,250$370K0.1%-51Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 21,163 shares; 2025Q1: 18,742 shares; 2025Q2: 17,348 shares; 2025Q3: 15,318 shares; 2025Q4: 14,367 shares 14,367$358K0.1%-951Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,449 shares; 2025Q4: 1,870 shares 1,870$357K0.1%+421Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,323 shares; 2025Q1: 1,324 shares; 2025Q2: 1,322 shares; 2025Q3: 1,319 shares; 2025Q4: 1,320 shares 1,320$340K0.09%+1Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: 5,700 shares; 2025Q1: 6,501 shares; 2025Q2: 6,484 shares; 2025Q3: 6,484 shares; 2025Q4: 5,984 shares 5,984$329K0.09%-500Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 489 shares; 2025Q1: 542 shares; 2025Q2: 562 shares; 2025Q3: 509 shares; 2025Q4: 518 shares 518$325K0.09%+9Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522$321K0.09%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 638 shares; 2025Q2: 524 shares; 2025Q3: 656 shares; 2025Q4: 589 shares 589$287K0.08%-67Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,127 shares; 2025Q1: 2,092 shares; 2025Q2: 2,112 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares 2,017$281K0.08%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,246 shares; 2025Q1: 1,136 shares; 2025Q2: 1,235 shares; 2025Q3: 1,221 shares; 2025Q4: 1,204 shares 1,204$275K0.07%-17Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 5,062 shares; 2025Q3: 5,062 shares; 2025Q4: 5,017 shares 5,017$274K0.07%-45Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,215 shares; 2025Q1: 1,204 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares 1,183$271K0.07%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,345 shares; 2025Q1: 2,798 shares; 2025Q2: 2,538 shares; 2025Q3: 2,564 shares; 2025Q4: 2,539 shares 2,539$267K0.07%-25Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291$256K0.07%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645$250K0.07%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 4,419 shares; 2025Q2: 3,035 shares; 2025Q3: 3,052 shares; 2025Q4: 3,069 shares 3,069$246K0.07%+17Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,179 shares; 2024Q4: 10,492 shares; 2025Q1: 10,512 shares; 2025Q2: 10,512 shares; 2025Q3: 7,340 shares; 2025Q4: 7,146 shares 7,146$242K0.06%-194Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,665 shares; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,665 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares 6,665$218K0.06%0Timeline
IWDISHARES TRQuarterly shares; oldest 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: 240 shares; 2025Q4: 1,028 shares 1,028$216K0.06%+788Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 135 shares; 2025Q1: 161 shares; 2025Q2: 190 shares; 2025Q3: 197 shares; 2025Q4: 196 shares 196$211K0.06%-1Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 356 shares; 2025Q1: 370 shares; 2025Q2: 372 shares; 2025Q3: 378 shares; 2025Q4: 366 shares 366$209K0.06%-12Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 434 shares; 2025Q2: 449 shares; 2025Q3: 441 shares; 2025Q4: 441 shares 441$198K0.05%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares 2,115$193K0.05%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 246 shares; 2025Q4: 246 shares 246$185K0.05%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 2,585 shares; 2025Q1: 2,525 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 1,948 shares 1,948$174K0.05%+4Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 585 shares; 2025Q3: 567 shares; 2025Q4: 567 shares 567$173K0.05%0Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 116 shares; 2025Q1: 614 shares; 2025Q2: 613 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611$170K0.05%0Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares 2,775$166K0.04%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 2,169 shares; 2025Q1: 1,470 shares; 2025Q2: 1,460 shares; 2025Q3: 1,517 shares; 2025Q4: 1,408 shares 1,408$160K0.04%-109Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 2,491 shares; 2025Q1: 2,791 shares; 2025Q2: 2,641 shares; 2025Q3: 2,745 shares; 2025Q4: 3,117 shares 3,117$155K0.04%+372Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 5,643 shares; 2025Q1: 5,601 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 3,713 shares 3,713$151K0.04%-1,047Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 474 shares 474$151K0.04%-1Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197$146K0.04%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares 820$146K0.04%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 149 shares; 2025Q1: 144 shares; 2025Q2: 141 shares; 2025Q3: 166 shares; 2025Q4: 166 shares 166$143K0.04%0Timeline
IFGLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,639 shares; 2025Q1: 6,539 shares; 2025Q2: 7,079 shares; 2025Q3: 7,079 shares; 2025Q4: 6,179 shares 6,179$143K0.04%-900Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 6,620 shares; 2025Q1: 6,710 shares; 2025Q2: 6,710 shares; 2025Q3: 6,710 shares; 2025Q4: 5,680 shares 5,680$142K0.04%-1,030Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 789 shares; 2025Q1: 829 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 655 shares 655$142K0.04%-19Timeline
IWPISHARES TRQuarterly shares; oldest 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: 168 shares; 2025Q4: 982 shares 982$134K0.04%+814Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares 546$134K0.04%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 434 shares; 2025Q1: 431 shares; 2025Q2: 428 shares; 2025Q3: 381 shares; 2025Q4: 381 shares 381$134K0.04%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 342 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 330 shares; 2025Q4: 312 shares 312$133K0.04%-18Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 1,042 shares 1,042$131K0.04%+859Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 10,087 shares; 2025Q1: 9,024 shares; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares 4,624$130K0.03%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 545 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares 506$130K0.03%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 865 shares; 2025Q1: 844 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares 842$129K0.03%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320$128K0.03%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 5,276 shares; 2025Q1: 5,223 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,068 shares 5,068$126K0.03%-97Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 400 shares; 2025Q3: 502 shares; 2025Q4: 882 shares 882$124K0.03%+380Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 1,009 shares; 2025Q1: 877 shares; 2025Q2: 1,021 shares; 2025Q3: 1,042 shares; 2025Q4: 1,035 shares 1,035$115K0.03%-7Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,361 shares; 2025Q4: 3,200 shares 3,200$115K0.03%-161Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest 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: 900 shares 900$114K0.03%newTimeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares 1,218$112K0.03%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 484 shares; 2025Q1: 556 shares; 2025Q2: 562 shares; 2025Q3: 568 shares; 2025Q4: 571 shares 571$111K0.03%+3Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 355 shares; 2025Q3: 354 shares; 2025Q4: 350 shares 350$108K0.03%-4Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares 585$107K0.03%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154$105K0.03%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 308 shares; 2025Q1: 306 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284$105K0.03%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 312 shares 312$105K0.03%-45Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 374 shares; 2025Q1: 477 shares; 2025Q2: 718 shares; 2025Q3: 748 shares; 2025Q4: 1,219 shares 1,219$105K0.03%+471Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares 1,735$104K0.03%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 641 shares; 2025Q1: 708 shares; 2025Q2: 674 shares; 2025Q3: 641 shares; 2025Q4: 641 shares 641$103K0.03%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 500 shares 500$97.5K0.03%-11Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 377 shares; 2025Q2: 384 shares; 2025Q3: 388 shares; 2025Q4: 360 shares 360$95.4K0.03%-28Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 118 shares; 2025Q2: 114 shares; 2025Q3: 117 shares; 2025Q4: 116 shares 116$95.2K0.03%-1Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares 1,485$94.3K0.03%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 137 shares; 2025Q1: 138 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141$93.4K0.02%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,313 shares; 2025Q1: 2,221 shares; 2025Q2: 2,216 shares; 2025Q3: 2,200 shares; 2025Q4: 1,197 shares 1,197$92.2K0.02%-1,003Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 101 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 980 shares 980$91.9K0.02%+882Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 932 shares; 2025Q1: 1,056 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,069 shares 1,069$90K0.02%-2Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 349 shares; 2025Q1: 331 shares; 2025Q2: 352 shares; 2025Q3: 219 shares; 2025Q4: 264 shares 264$87.2K0.02%+45Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares 2,457$86.6K0.02%0Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 951 shares; 2025Q1: 918 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares 981$86.6K0.02%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 2,879 shares; 2025Q1: 3,257 shares; 2025Q2: 3,185 shares; 2025Q3: 3,446 shares; 2025Q4: 3,470 shares 3,470$86.4K0.02%+24Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 149 shares; 2025Q4: 149 shares 149$85.4K0.02%0Timeline
EZUISHARES INCQuarterly shares; oldest 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: 1,325 shares 1,325$84.9K0.02%newTimeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 580 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145$84.3K0.02%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 531 shares; 2025Q1: 467 shares; 2025Q2: 361 shares; 2025Q3: 540 shares; 2025Q4: 547 shares 547$83.4K0.02%+7Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 521 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares 482$82.4K0.02%0Timeline
WCEOTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$82.4K0.02%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169$82K0.02%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 105 shares; 2025Q1: 122 shares; 2025Q2: 120 shares; 2025Q3: 118 shares; 2025Q4: 121 shares 121$81.5K0.02%+3Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15$80.3K0.02%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 792 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares 820$76.4K0.02%0Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 2,083 shares; 2025Q4: 1,371 shares 1,371$74.1K0.02%-712Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,186 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares 1,252$73.4K0.02%0Timeline
VUSEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105$73K0.02%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 733 shares; 2025Q1: 658 shares; 2025Q2: 657 shares; 2025Q3: 832 shares; 2025Q4: 832 shares 832$72.8K0.02%0Timeline
IWNISHARES TRQuarterly shares; oldest 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: 120 shares; 2025Q4: 390 shares 390$70.7K0.02%+270Timeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 1,637 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares 1,637$70.2K0.02%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares 496$70K0.02%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 308 shares; 2025Q1: 197 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 401 shares 401$69.1K0.02%+2Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 430 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825$67K0.02%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571$66.6K0.02%0Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest 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: 640 shares; 2025Q4: 640 shares 640$66.3K0.02%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 407 shares 407$65.5K0.02%-111Timeline
EWJISHARES INCQuarterly shares; oldest 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: 800 shares 800$64.6K0.02%newTimeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 297 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 313 shares; 2025Q4: 315 shares 315$64.4K0.02%+2Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98$64K0.02%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 185 shares; 2025Q1: 151 shares; 2025Q2: 188 shares; 2025Q3: 190 shares; 2025Q4: 183 shares 183$64K0.02%-7Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72$63.3K0.02%0Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest 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: 1,253 shares 1,253$62.7K0.02%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 243 shares 243$62.7K0.02%-237Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257$62.3K0.02%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares 121$61.8K0.02%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares 173$61.1K0.02%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,071 shares; 2025Q1: 1,984 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares 2,115$61K0.02%0Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest 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: 619 shares 619$60.5K0.02%newTimeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 908 shares; 2025Q1: 810 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 819 shares 819$60.4K0.02%+12Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 161 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 104 shares 104$60.3K0.02%-17Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205$59.5K0.02%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares 805$59.2K0.02%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 841 shares 841$58.4K0.02%-150Timeline
PFSPROVIDENT FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,917 shares; 2025Q4: 2,952 shares 2,952$58.3K0.02%+35Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203$57.8K0.02%0Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625$57.1K0.02%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 164 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188$55.6K0.01%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 954 shares; 2025Q3: 1,027 shares; 2025Q4: 1,017 shares 1,017$54.9K0.01%-10Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,211 shares; 2025Q1: 506 shares; 2025Q2: 298 shares; 2025Q3: 726 shares; 2025Q4: 414 shares 414$54.8K0.01%-312Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 442 shares; 2025Q1: 432 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 437 shares 437$54.8K0.01%+19Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 928 shares; 2025Q1: 900 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares 815$54.6K0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,427 shares; 2025Q1: 1,280 shares; 2025Q2: 1,378 shares; 2025Q3: 1,415 shares; 2025Q4: 1,473 shares 1,473$54.4K0.01%+58Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,092 shares 1,092$53.7K0.01%-143Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93$53K0.01%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 915 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 915 shares; 2025Q4: 915 shares 915$52.8K0.01%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 295 shares; 2025Q2: 244 shares; 2025Q3: 217 shares; 2025Q4: 217 shares 217$52.3K0.01%0Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 1,544 shares; 2025Q3: 2,725 shares; 2025Q4: 1,888 shares 1,888$51.4K0.01%-837Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 590 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 495 shares 495$49.9K0.01%-96Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 459 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 499 shares 499$49.8K0.01%-9Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares 797$49.7K0.01%0Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 81 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80$48.9K0.01%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561$48.9K0.01%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 802 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares 1,119$48.8K0.01%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 419 shares; 2025Q1: 389 shares; 2025Q2: 343 shares; 2025Q3: 344 shares; 2025Q4: 275 shares 275$47.8K0.01%-69Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 309 shares; 2025Q4: 309 shares 309$47.6K0.01%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135$47.4K0.01%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488$47K0.01%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 58 shares 58$46.9K0.01%-2Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$45.3K0.01%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares 904$45.1K0.01%0Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 215 shares 215$44.8K0.01%-6Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113$44K0.01%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 524 shares; 2025Q1: 674 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 770 shares 770$43.4K0.01%+78Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest 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: 220 shares; 2025Q4: 220 shares 220$42.6K0.01%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 54 shares; 2025Q1: 41 shares; 2025Q2: 59 shares; 2025Q3: 58 shares; 2025Q4: 55 shares 55$42.5K0.01%-3Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares 605$42.2K0.01%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 42 shares; 2025Q1: 48 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 62 shares 62$41.9K0.01%-1Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343$41.1K0.01%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares 19$40.8K0.01%0Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12$40.7K0.01%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 310 shares; 2025Q1: 307 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$40.7K0.01%0Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 69 shares 69$38.2K0.01%-6Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 703 shares; 2025Q1: 547 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540$37.8K0.01%0Timeline
SLSSELLAS LIFE SCIENCES GROUP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$37.7K0.01%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 233 shares; 2025Q1: 214 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 200 shares 200$37.6K0.01%-3Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 104 shares; 2025Q1: 138 shares; 2025Q2: 101 shares; 2025Q3: 149 shares; 2025Q4: 146 shares 146$37.4K0.01%-3Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 278 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 252 shares 252$36.3K0.01%+10Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 235 shares 235$36K0.01%+188Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 159 shares; 2025Q2: 148 shares; 2025Q3: 137 shares; 2025Q4: 132 shares 132$35.8K0.01%-5Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 677 shares; 2025Q1: 713 shares; 2025Q2: 635 shares; 2025Q3: 619 shares; 2025Q4: 445 shares 445$35.7K0.01%-174Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 237 shares; 2025Q2: 203 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170$35.5K0.01%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33$35.3K0.01%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,399 shares; 2025Q2: 1,298 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares 1,284$34.8K0.01%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 397 shares; 2025Q1: 133 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 161 shares 161$34.5K0.01%-3Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares 1,039$34K0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 481 shares; 2025Q1: 459 shares; 2025Q2: 451 shares; 2025Q3: 424 shares; 2025Q4: 408 shares 408$33.9K0.01%-16Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 200 shares; 2025Q4: 154 shares 154$33.8K0.01%-46Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 421 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286$33.5K0.01%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares 331$33.1K0.01%0Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 141 shares 141$33K0.01%-5Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 437 shares 437$33K0.01%+3Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,244 shares; 2025Q1: 1,240 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 909 shares 909$33K0.01%-32Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144$32.8K0.01%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 627 shares; 2025Q3: 1,222 shares; 2025Q4: 1,194 shares 1,194$32.8K0.01%-28Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204$32.8K0.01%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144$32.6K0.01%0Timeline
FBPFIRST BANCORP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares 1,569$32.5K0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares 896$32.5K0.01%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares 409$32.5K0.01%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares 279$32.4K0.01%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 264 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188$32.2K0.01%0Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: 83 shares; 2025Q2: 71 shares; 2025Q3: 271 shares; 2025Q4: 271 shares 271$31.8K0.01%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 246 shares 246$31.7K0.01%-11Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 159 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156$31.7K0.01%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111$31.4K0.01%0Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 273 shares; 2025Q1: 260 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 254 shares 254$31.2K0.01%-2Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$31.2K0.01%0Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 283 shares; 2025Q4: 283 shares 283$31K0.01%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares 59$30.8K0.01%0Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169$30.5K0.01%0Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares 221$30.4K0.01%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 92 shares; 2025Q2: 90 shares; 2025Q3: 83 shares; 2025Q4: 78 shares 78$29.9K0.01%-5Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 571 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 551 shares 551$29.7K0.01%-27Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 605 shares; 2025Q1: 598 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares 593$29.7K0.01%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 152 shares; 2025Q1: 130 shares; 2025Q2: 114 shares; 2025Q3: 55 shares; 2025Q4: 108 shares 108$29K0.01%+53Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 177 shares; 2025Q4: 177 shares 177$28.7K0.01%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares 469$28.2K0.01%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 158 shares 158$28.1K0.01%-20Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,227 shares; 2025Q1: 1,172 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares 1,164$27.8K0.01%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 99 shares; 2025Q1: 94 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 82 shares 82$26.8K0.01%-1Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109$26.7K0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104$26.6K0.01%0Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26$26.2K0.01%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 322 shares; 2025Q1: 291 shares; 2025Q2: 265 shares; 2025Q3: 233 shares; 2025Q4: 232 shares 232$26.2K0.01%-1Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$26.1K0.01%0Timeline
DDSDILLARDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43$26.1K0.01%0Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 306 shares; 2025Q1: 303 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares 642$25.8K0.01%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 191 shares; 2025Q1: 158 shares; 2025Q2: 207 shares; 2025Q3: 202 shares; 2025Q4: 190 shares 190$25.7K0.01%-12Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 467 shares; 2025Q1: 427 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 410 shares 410$25.6K0.01%+19Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 229 shares; 2025Q1: 202 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208$25.6K0.01%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 308 shares; 2025Q1: 293 shares; 2025Q2: 285 shares; 2025Q3: 238 shares; 2025Q4: 226 shares 226$25.6K0.01%-12Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 457 shares; 2025Q1: 316 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320$25.4K0.01%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares 158$25.3K0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 462 shares; 2025Q1: 851 shares; 2025Q2: 774 shares; 2025Q3: 766 shares; 2025Q4: 1,071 shares 1,071$25K0.01%+305Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 51 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62$24.7K0.01%0Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 559 shares; 2025Q1: 497 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685$24.7K0.01%0Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 179 shares; 2025Q1: 166 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165$24.6K0.01%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 197 shares; 2025Q1: 160 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86$24.5K0.01%0Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 118 shares 118$24.2K0.01%-14Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 320 shares; 2025Q1: 322 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 258 shares 258$24.2K0.01%-125Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares 1,076$24K0.01%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 886 shares 886$23.8K0.01%-536Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 112 shares 112$23.7K0.01%+4Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 359 shares; 2025Q2: 298 shares; 2025Q3: 351 shares; 2025Q4: 298 shares 298$23.5K0.01%-53Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,285 shares; 2025Q1: 1,239 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,190 shares 1,190$23.5K0.01%-25Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 236 shares; 2025Q3: 230 shares; 2025Q4: 275 shares 275$23.4K0.01%+45Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485$23.3K0.01%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 132 shares 132$23.2K0.01%+7Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 190 shares; 2025Q1: 201 shares; 2025Q2: 209 shares; 2025Q3: 220 shares; 2025Q4: 181 shares 181$23.1K0.01%-39Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120$23K0.01%0Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 397 shares; 2025Q1: 394 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390$23K0.01%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 120 shares; 2025Q3: 114 shares; 2025Q4: 98 shares 98$22.7K0.01%-16Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 133 shares; 2025Q1: 293 shares; 2025Q2: 228 shares; 2025Q3: 254 shares; 2025Q4: 278 shares 278$22.6K0.01%+24Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 78 shares; 2025Q1: 60 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111$22.6K0.01%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,570 shares; 2025Q1: 1,352 shares; 2025Q2: 1,514 shares; 2025Q3: 1,352 shares; 2025Q4: 745 shares 745$22.3K0.01%-607Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 264 shares; 2025Q1: 214 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225$22.2K0.01%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 25 shares; 2025Q1: 63 shares; 2025Q2: 68 shares; 2025Q3: 25 shares; 2025Q4: 63 shares 63$22.1K0.01%+38Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,090 shares; 2025Q4: 1,004 shares 1,004$22K0.01%-86Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13$22K0.01%0Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares 342$22K0.01%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 308 shares; 2025Q1: 361 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 342 shares 342$21.8K0.01%+47Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 810 shares; 2025Q1: 796 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares 743$21.7K0.01%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 66 shares 66$21.7K0.01%-2Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10$21.5K0.01%0Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 704 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares 691$21.1K0.01%0Timeline
TQQQPROSHARES TRQuarterly shares; oldest 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: 400 shares 400$21.1K0.01%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares 148$21.1K0.01%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$21K0.01%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163$21K0.01%0Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128$20.9K0.01%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157$20.8K0.01%0Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86$20.7K0.01%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 144 shares; 2025Q1: 163 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$20.3K0.01%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 622 shares; 2025Q1: 544 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares 446$20.3K0.01%0Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 573 shares; 2025Q2: 511 shares; 2025Q3: 652 shares; 2025Q4: 157 shares 157$20.3K0.01%-495Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 89 shares; 2025Q2: 101 shares; 2025Q3: 88 shares; 2025Q4: 89 shares 89$20.3K0.01%+1Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69$20.3K0.01%0Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 148 shares; 2025Q1: 99 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98$20.2K0.01%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 70 shares 70$20.2K0.01%-5Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 112 shares 112$20.2K0.01%-1Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39$20K0.01%0Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 131 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124$19.9K0.01%0Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 155 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$19.9K0.01%0Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares 541$19.9K0.01%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 166 shares 166$19.8K0.01%+83Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 321 shares; 2025Q1: 304 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256$19.8K0.01%0Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58$19.7K0.01%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 202 shares; 2025Q1: 167 shares; 2025Q2: 224 shares; 2025Q3: 223 shares; 2025Q4: 196 shares 196$19.5K0.01%-27Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91$19.3K0.01%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 436 shares; 2025Q2: 250 shares; 2025Q3: 373 shares; 2025Q4: 350 shares 350$19.2K0.01%-23Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231$19.1K0.01%0Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 460 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares 446$19K0.01%0Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 17 shares; 2025Q1: 7 shares; 2025Q2: 22 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21$19K0.01%0Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,823 shares; 2025Q1: 1,886 shares; 2025Q2: 1,941 shares; 2025Q3: 1,993 shares; 2025Q4: 2,046 shares 2,046$19K0.01%+53Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,603 shares; 2025Q1: 3,604 shares; 2025Q2: 3,644 shares; 2025Q3: 3,429 shares; 2025Q4: 1,100 shares 1,100$19K0.01%-2,329Timeline
DBJPDBX ETF TRQuarterly shares; oldest 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: 200 shares 200$18.9K0.01%newTimeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260$18.8K0.01%0Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares 852$18.8K0.01%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 252 shares 252$18.8K0.01%-1Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 56 shares; 2025Q1: 63 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84$18.7K<0.01%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 323 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 320 shares 320$18.7K<0.01%-1Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest 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: 829 shares; 2025Q4: 829 shares 829$18.6K<0.01%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 180 shares; 2025Q1: 264 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares 211$18.4K<0.01%0Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390$18.3K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13$18.1K<0.01%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189$18K<0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 360 shares; 2025Q1: 311 shares; 2025Q2: 106 shares; 2025Q3: 181 shares; 2025Q4: 436 shares 436$17.9K<0.01%+255Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 345 shares; 2025Q1: 359 shares; 2025Q2: 361 shares; 2025Q3: 397 shares; 2025Q4: 433 shares 433$17.9K<0.01%+36Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55$17.8K<0.01%0Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 117 shares 117$17.8K<0.01%+16Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 33 shares; 2025Q1: 304 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306$17.6K<0.01%0Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49$17.5K<0.01%0Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 62 shares 62$17.4K<0.01%-5Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620$17.4K<0.01%0Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 287 shares; 2025Q1: 23 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares 376$17.3K<0.01%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 157 shares 157$17.3K<0.01%-1Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31$17.1K<0.01%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 59 shares 59$17.1K<0.01%+55Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 253 shares; 2025Q1: 204 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 213 shares 213$17.1K<0.01%+14Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares 444$17K<0.01%0Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 145 shares; 2025Q1: 141 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134$17K<0.01%0Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 265 shares; 2025Q1: 17 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597$16.9K<0.01%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 43 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36$16.8K<0.01%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 47 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 53 shares 53$16.6K<0.01%-1Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$16.6K<0.01%0Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80$16.5K<0.01%0Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280$16.5K<0.01%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 81 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$16.5K<0.01%0Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 88 shares 88$16.2K<0.01%+5Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48$16.2K<0.01%0Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 82 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159$16.1K<0.01%0Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 93 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90$16.1K<0.01%0Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 112 shares; 2025Q1: 98 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152$16K<0.01%0Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 117 shares; 2025Q1: 90 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares 179$15.9K<0.01%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 44 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 35 shares 35$15.9K<0.01%-7Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 39 shares; 2025Q2: 42 shares; 2025Q3: 34 shares; 2025Q4: 62 shares 62$15.6K<0.01%+28Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69$15.5K<0.01%0Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328$15.4K<0.01%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286$15.3K<0.01%0Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 113 shares; 2025Q3: 85 shares; 2025Q4: 191 shares 191$15.2K<0.01%+106Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96$15.1K<0.01%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67$15K<0.01%0Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580$15K<0.01%0Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 46 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 146 shares 146$14.9K<0.01%-44Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 86 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81$14.9K<0.01%0Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254$14.9K<0.01%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 827 shares; 2025Q1: 403 shares; 2025Q2: 485 shares; 2025Q3: 573 shares; 2025Q4: 615 shares 615$14.8K<0.01%+42Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares 76$14.8K<0.01%0Timeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 325 shares; 2025Q3: 1,145 shares; 2025Q4: 1,132 shares 1,132$14.7K<0.01%-13Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108$14.7K<0.01%0Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 17 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58$14.7K<0.01%0Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares 648$14.7K<0.01%0Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$14.6K<0.01%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169$14.6K<0.01%0Timeline
ADVADVANTAGE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,570 shares; 2025Q3: 26,570 shares; 2025Q4: 16,570 shares 16,570$14.6K<0.01%-10,000Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares 398$14.6K<0.01%0Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 138 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64$14.6K<0.01%0Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 68 shares; 2025Q1: 63 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 59 shares 59$14.5K<0.01%-15Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 81 shares; 2025Q2: 69 shares; 2025Q3: 61 shares; 2025Q4: 89 shares 89$14.4K<0.01%+28Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 78 shares; 2025Q1: 77 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 71 shares 71$14.4K<0.01%-2Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52$14.4K<0.01%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest 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: 100 shares 100$14.4K<0.01%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 271 shares 271$14.3K<0.01%-2Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 210 shares; 2025Q3: 253 shares; 2025Q4: 149 shares 149$14.3K<0.01%-104Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 148 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147$14.3K<0.01%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 306 shares; 2025Q1: 305 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 211 shares 211$14.2K<0.01%-39Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225$14.2K<0.01%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 155 shares; 2025Q1: 135 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180$14.1K<0.01%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 350 shares 350$14.1K<0.01%-36Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 893 shares; 2025Q1: 1,118 shares; 2025Q2: 1,063 shares; 2025Q3: 1,068 shares; 2025Q4: 1,072 shares 1,072$14.1K<0.01%+4Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 170 shares; 2025Q3: 137 shares; 2025Q4: 222 shares 222$14K<0.01%+85Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 135 shares; 2025Q1: 129 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145$13.9K<0.01%0Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 808 shares 808$13.8K<0.01%-69Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 299 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares 367$13.7K<0.01%0Timeline
SNVSYNOVUS FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares 274$13.7K<0.01%0Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 63 shares; 2025Q1: 73 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 128 shares 128$13.7K<0.01%+23Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206$13.7K<0.01%0Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares 196$13.6K<0.01%0Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55$13.6K<0.01%0Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 42 shares; 2025Q1: 84 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110$13.5K<0.01%0Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 306 shares 306$13.5K<0.01%-6Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 140 shares; 2025Q3: 141 shares; 2025Q4: 139 shares 139$13.4K<0.01%-2Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84$13.4K<0.01%0Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 778 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares 742$13.2K<0.01%0Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares 27$13.2K<0.01%0Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122$13K<0.01%0Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,138 shares; 2025Q1: 544 shares; 2025Q2: 183 shares; 2025Q3: 819 shares; 2025Q4: 809 shares 809$13K<0.01%-10Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290$13K<0.01%0Timeline
SLGSL GREEN RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 299 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares 281$12.9K<0.01%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 145 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$12.9K<0.01%0Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182$12.8K<0.01%0Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 59 shares 59$12.8K<0.01%-28Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 568 shares; 2025Q1: 212 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 1,026 shares 1,026$12.8K<0.01%+57Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 69 shares 69$12.8K<0.01%-6Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 56 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53$12.7K<0.01%0Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 204 shares; 2025Q1: 51 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468$12.7K<0.01%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122$12.7K<0.01%0Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84$12.7K<0.01%0Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares 287$12.6K<0.01%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 291 shares; 2025Q1: 223 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77$12.6K<0.01%0Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132$12.6K<0.01%0Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares 376$12.5K<0.01%0Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110$12.5K<0.01%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 298 shares; 2025Q1: 288 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 246 shares 246$12.5K<0.01%-6Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 14 shares; 2025Q1: 3 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55$12.4K<0.01%0Timeline
NEOGNEOGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 356 shares; 2025Q1: 616 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares 1,772$12.4K<0.01%0Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 138 shares; 2025Q1: 139 shares; 2025Q2: 146 shares; 2025Q3: 145 shares; 2025Q4: 95 shares 95$12.4K<0.01%-50Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares 1,162$12.3K<0.01%0Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 202 shares; 2025Q3: 212 shares; 2025Q4: 165 shares 165$12.3K<0.01%-47Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48$12.3K<0.01%0Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 58 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79$12.2K<0.01%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 73 shares; 2025Q1: 69 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54$12.2K<0.01%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 44 shares; 2025Q2: 57 shares; 2025Q3: 49 shares; 2025Q4: 48 shares 48$12.2K<0.01%-1Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares 506$12.2K<0.01%0Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 14 shares; 2025Q4: 13 shares 13$12.1K<0.01%-1Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 70 shares; 2025Q1: 42 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118$12.1K<0.01%0Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 23 shares; 2025Q1: 10 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 123 shares 123$12K<0.01%+1Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145$11.9K<0.01%0Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 75 shares; 2025Q1: 77 shares; 2025Q2: 76 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70$11.9K<0.01%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 59 shares; 2025Q1: 56 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 47 shares 47$11.8K<0.01%-1Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 86 shares; 2025Q1: 28 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 83 shares 83$11.8K<0.01%-3Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 135 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102$11.7K<0.01%0Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 180 shares; 2025Q1: 229 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393$11.7K<0.01%0Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37$11.7K<0.01%0Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91$11.5K<0.01%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280$11.5K<0.01%0Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108$11.5K<0.01%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157$11.4K<0.01%0Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 105 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$11.4K<0.01%0Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 156 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396$11.4K<0.01%0Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$11.3K<0.01%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18$11.2K<0.01%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$11.2K<0.01%0Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 76 shares; 2025Q3: 137 shares; 2025Q4: 128 shares 128$11.2K<0.01%-9Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 198 shares; 2025Q1: 270 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 232 shares 232$11.2K<0.01%-10Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 55 shares 55$11.1K<0.01%-51Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 57 shares; 2025Q1: 47 shares; 2025Q2: 63 shares; 2025Q3: 68 shares; 2025Q4: 81 shares 81$11K<0.01%+13Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 33 shares; 2025Q1: 21 shares; 2025Q2: 49 shares; 2025Q3: 13 shares; 2025Q4: 123 shares 123$11K<0.01%+110Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 71 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 84 shares 84$11K<0.01%-5Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182$10.9K<0.01%0Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares 239$10.9K<0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 19 shares 19$10.9K<0.01%-1Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares 32$10.9K<0.01%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 97 shares 97$10.9K<0.01%-15Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 352 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 413 shares 413$10.8K<0.01%+102Timeline
IEMGISHARES INCQuarterly shares; oldest 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: 160 shares 160$10.8K<0.01%newTimeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70$10.7K<0.01%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 6 shares; 2025Q4: 24 shares 24$10.7K<0.01%+18Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42$10.6K<0.01%0Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128$10.6K<0.01%0Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44$10.6K<0.01%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 8 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58$10.6K<0.01%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 123 shares; 2025Q4: 80 shares 80$10.5K<0.01%-43Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 65 shares; 2025Q1: 62 shares; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60$10.4K<0.01%0Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares 62$10.4K<0.01%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TOTLSSGA ACTIVE ETF TR1,496$60.7Kshares
DXDYNEX CAP INC2,890$35.5Kshares
CIONCION INVT CORP3,165$30Kshares
CGBDCARLYLE SECURED LENDING INC1,904$23.8Kshares
TGBTASEKO MINES LTD5,000$21.1Kshares
OXLCOXFORD LANE CAP CORP1,124$19Kshares
AREALEXANDRIA REAL ESTATE EQ IN177$14.8Kshares
SHYISHARES TR115$9.54Kshares
ALEALLETE INC129$8.57Kshares
LGIHLGI HOMES INC164$8.48Kshares
JELDJELD-WEN HLDG INC1,406$6.9Kshares
SPTSPROUT SOCIAL INC443$5.72Kshares
TIPISHARES TR50$5.56Kshares
CUSHMAN WAKEFIELD PLCCUSHMAN WAKEFIELD PLC320$5.09Kshares
EFOREVERFORTH INC98$4.64Kshares
RGPRESOURCES CONNECTION INC892$4.5Kshares
CCOICOGENT COMM HOLDINGS INC117$4.49Kshares
CWBSPDR SERIES TRUST49$4.43Kshares
FLOCFLOWCO HLDGS INC288$4.28Kshares
LQDISHARES TR38$4.24Kshares
HYGISHARES TR52$4.22Kshares
XIFRXPLR INFRASTRUCTURE LP400$4.07Kshares
ANFABERCROMBIE & FITCH CO46$3.94Kshares
SCHVSCHWAB STRATEGIC TR135$3.93Kshares
XLVSELECT SECTOR SPDR TR27$3.76Kshares
Vital Energy IncVital Energy Inc219$3.7Kshares
SWSMURFIT WESTROCK PLC84$3.58Kshares
GLOBGLOBANT S A62$3.56Kshares
XLCSELECT SECTOR SPDR TR30$3.55Kshares
IARTINTEGRA LIFESCIENCES HLDGS C246$3.53Kshares
SPABSPDR SERIES TRUST133$3.44Kshares
VIMEO INCVIMEO INC430$3.33Kshares
MNTKMONTAUK RENEWABLES INC1,628$3.27Kshares
LLYVKLIBERTY MEDIA CORP DEL31$3.01Kshares
XLUSELECT SECTOR SPDR TR34$2.97Kshares
VSTSVESTIS CORPORATION635$2.88Kshares
CRNXCRINETICS PHARMACEUTICALS IN68$2.83Kshares
NREFNEXPOINT REAL ESTATE FIN INC186$2.64Kshares
WSCWILLSCOT HLDGS CORP122$2.58Kshares
OXMOXFORD INDS INC60$2.43Kshares
BRYBerry Corp606$2.29Kshares
VRNSVARONIS SYS INC39$2.24Kshares
POOLPOOL CORP7$2.17Kshares
SCLSTEPAN CO40$1.91Kshares
FORRFORRESTER RESH INC169$1.79Kshares
INTAINTAPP INC43$1.76Kshares
VXFVANGUARD INDEX FDS8$1.68Kshares
CBRLCRACKER BARREL OLD CTRY STOR38$1.68Kshares
IOSPINNOSPEC INC20$1.54Kshares
NOGNORTHERN OIL & GAS INC60$1.49Kshares
APOGAPOGEE ENTERPRISES INC34$1.48Kshares
VERITEX HLDGS INCVERITEX HLDGS INC44$1.48Kshares
HANESBRANDS INCHANESBRANDS INC217$1.43Kshares
SFLSFL CORPORATION LTD183$1.38Kshares
CNMDCONMED CORP29$1.36Kshares
ESSESSEX PPTY TR INC5$1.34Kshares
USNAUSANA HEALTH SCIENCES INC46$1.27Kshares
VERXVERTEX INC47$1.17Kshares
DBRGDIGITALBRIDGE GROUP INC99$1.16Kshares
LLYVALIBERTY MEDIA CORP12$1.13Kshares
STRSSTRATUS PPTYS INC51$1.08Kshares
SCSSTEELCASE INC-CLASS A62$1.07Kshares
CABOCABLE ONE INC6$1.06Kshares
SVRASAVARA INC294$1.05Kshares
CMTGCLAROS MTG TR INC296$983shares
WHRWHIRLPOOL CORP12$944shares
AIVAPARTMENT INVT & MGMT CO116$920shares
MGPIMGP INGREDIENTS INC NEW37$896shares
UMHUMH PPTYS INC56$832shares
QIAGEN N.V.QIAGEN N.V.17$760shares
GTYGETTY RLTY CORP NEW26$698shares
STRASTRATEGIC ED INC8$689shares
ENPHENPHASE ENERGY INC19$673shares
JACKJACK IN THE BOX INC33$653shares
ALEXALEXANDER & BALDWIN INC35$637shares
BKLNINVESCO EXCH TRADED FD TR II30$628shares
FCFRANKLIN COVEY CO32$622shares
ISPRISPIRE TECHNOLOGY INC242$620shares
RCELAVITA MEDICAL INC111$568shares
MCWMISTER CAR WASH INC105$560shares
SAFESAFEHOLD INC36$558shares
EVTCEVERTEC INC15$507shares
GTGOODYEAR TIRE & RUBR CO66$494shares
EPCEDGEWELL PERSONAL CARE CO24$489shares
JHXJAMES HARDIE INDS PLC24$462shares
HCATHEALTH CATALYST INC162$462shares
BAMBROOKFIELD ASSET MANAGMT LTD8$456shares
USHYISHARES TR12$454shares
YUMCYUM CHINA HLDGS INC9$387shares
BHFBRIGHTHOUSE FINL INC7$372shares
TENBTENABLE HLDGS INC11$321shares
EMBISHARES TR3$286shares
STRZSTARZ ENTERTAINMENT CORP.18$266shares
SBACSBA COMMUNICATIONS CORP1$194shares
CCCHEMOURS CO11$175shares
TILRAY INCTILRAY INC50$87shares
WUWESTERN UN CO3$24shares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002011342-26-000001 base2026-01-23acceptance time not in the bulk data set