AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,466 shares; 2024Q4: 42,884 shares; 2025Q1: 50,560 shares; 2025Q2: 49,795 shares; 2025Q3: 56,008 shares; 2025Q4: 50,201 shares 50,201 $13.6M 6.03% -5,807 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,016 shares; 2024Q4: 37,787 shares; 2025Q1: 47,636 shares; 2025Q2: 47,156 shares; 2025Q3: 60,638 shares; 2025Q4: 48,318 shares 48,318 $9.01M 3.98% -12,320 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,961 shares; 2024Q4: 123,961 shares; 2025Q1: 164,961 shares; 2025Q2: 191,161 shares; 2025Q3: 200,161 shares; 2025Q4: 201,161 shares 201,161 $5.11M 2.26% +1,000 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,289 shares; 2024Q4: 10,302 shares; 2025Q1: 10,764 shares; 2025Q2: 10,880 shares; 2025Q3: 20,681 shares; 2025Q4: 10,386 shares 10,386 $4.92M 2.17% -10,295 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,385 shares; 2024Q4: 42,690 shares; 2025Q1: 46,636 shares; 2025Q2: 70,391 shares; 2025Q3: 110,609 shares; 2025Q4: 68,283 shares 68,283 $4.88M 2.15% -42,326 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,262 shares; 2024Q4: 8,373 shares; 2025Q1: 11,212 shares; 2025Q2: 9,232 shares; 2025Q3: 13,394 shares; 2025Q4: 9,781 shares 9,781 $4.73M 2.09% -3,613 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,563 shares; 2025Q1: 10,769 shares; 2025Q2: 12,488 shares; 2025Q3: 20,654 shares; 2025Q4: 14,314 shares 14,314 $4.49M 1.98% -6,340 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,039 shares 74,039 $4.05M 1.79% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,794 shares; 2025Q1: 9,721 shares; 2025Q2: 8,730 shares; 2025Q3: 18,657 shares; 2025Q4: 11,475 shares 11,475 $3.71M 1.64% -7,182 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,893 shares; 2024Q4: 34,853 shares; 2025Q1: 29,982 shares; 2025Q2: 30,026 shares; 2025Q3: 59,648 shares; 2025Q4: 29,733 shares 29,733 $3.66M 1.62% -29,915 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 10,066 shares; 2025Q1: 10,403 shares; 2025Q2: 10,791 shares; 2025Q3: 12,851 shares; 2025Q4: 10,807 shares 10,807 $3.38M 1.49% -2,044 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,954 shares; 2025Q1: 14,699 shares; 2025Q2: 14,471 shares; 2025Q3: 20,073 shares; 2025Q4: 14,329 shares 14,329 $3.31M 1.46% -5,744 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 7,048 shares; 2025Q1: 7,941 shares; 2025Q2: 10,271 shares; 2025Q3: 13,331 shares; 2025Q4: 8,191 shares 8,191 $2.83M 1.25% -5,140 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,271 shares; 2025Q1: 4,277 shares; 2025Q2: 3,996 shares; 2025Q3: 6,020 shares; 2025Q4: 4,261 shares 4,261 $2.81M 1.24% -1,759 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,643 shares; 2024Q4: 16,684 shares; 2025Q1: 19,164 shares; 2025Q2: 17,797 shares; 2025Q3: 33,555 shares; 2025Q4: 12,742 shares 12,742 $2.68M 1.18% -20,813 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,704 shares; 2024Q4: 70,058 shares; 2025Q1: 61,840 shares; 2025Q2: 79,156 shares; 2025Q3: 124,551 shares; 2025Q4: 69,907 shares 69,907 $2.52M 1.11% -54,644 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,936 shares; 2024Q4: 98,945 shares; 2025Q1: 97,382 shares; 2025Q2: 105,573 shares; 2025Q3: 198,042 shares; 2025Q4: 77,349 shares 77,349 $2.29M 1.01% -120,693 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,409 shares 23,409 $2.28M 1.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,047 shares; 2025Q4: 36,711 shares 36,711 $2.22M 0.98% -17,336 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 8,084 shares; 2025Q3: 11,931 shares; 2025Q4: 6,881 shares 6,881 $2.16M 0.95% -5,050 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,515 shares; 2025Q2: 10,787 shares; 2025Q3: 11,526 shares; 2025Q4: 11,173 shares 11,173 $1.99M 0.88% -353 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 964 shares; 2025Q1: 979 shares; 2025Q2: 24,990 shares; 2025Q3: 38,869 shares; 2025Q4: 20,440 shares 20,440 $1.86M 0.82% -18,429 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,549 shares; 2025Q3: 14,692 shares; 2025Q4: 24,149 shares 24,149 $1.83M 0.81% +9,457 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,781 shares; 2024Q4: 81,104 shares; 2025Q1: 30,218 shares; 2025Q2: 49,452 shares; 2025Q3: 78,214 shares; 2025Q4: 47,869 shares 47,869 $1.82M 0.8% -30,345 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,460 shares; 2025Q2: 8,624 shares; 2025Q3: 13,506 shares; 2025Q4: 52,125 shares 52,125 $1.77M 0.78% +38,619 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 9,075 shares; 2025Q1: 8,847 shares; 2025Q2: 8,852 shares; 2025Q3: 31,331 shares; 2025Q4: 18,570 shares 18,570 $1.66M 0.73% -12,761 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,622 shares; 2025Q1: 1,705 shares; 2025Q2: 2,153 shares; 2025Q3: 3,347 shares; 2025Q4: 2,007 shares 2,007 $1.65M 0.73% -1,340 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,485 shares; 2025Q3: 39,388 shares; 2025Q4: 38,300 shares 38,300 $1.61M 0.71% -1,088 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,600 shares; 2025Q2: 14,265 shares; 2025Q3: 14,265 shares; 2025Q4: 16,365 shares 16,365 $1.59M 0.7% +2,100 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 9,734 shares; 2025Q1: 9,734 shares; 2025Q2: not reported; 2025Q3: 73,959 shares; 2025Q4: 33,577 shares 33,577 $1.58M 0.7% -40,382 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,143 shares; 2025Q1: 6,426 shares; 2025Q2: 5,047 shares; 2025Q3: 5,204 shares; 2025Q4: 5,150 shares 5,150 $1.57M 0.69% -54 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,663 shares; 2025Q2: 4,263 shares; 2025Q3: 10,002 shares; 2025Q4: 6,640 shares 6,640 $1.54M 0.68% -3,362 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,725 shares; 2025Q1: 4,946 shares; 2025Q2: 8,748 shares; 2025Q3: 13,334 shares; 2025Q4: 8,886 shares 8,886 $1.52M 0.67% -4,448 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,921 shares; 2025Q1: 3,007 shares; 2025Q2: 5,880 shares; 2025Q3: 9,213 shares; 2025Q4: 5,690 shares 5,690 $1.46M 0.64% -3,523 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,422 shares; 2025Q2: 6,028 shares; 2025Q3: 12,195 shares; 2025Q4: 8,769 shares 8,769 $1.41M 0.62% -3,426 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,335 shares; 2025Q4: 29,532 shares 29,532 $1.41M 0.62% -8,803 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,125 shares; 2025Q4: 7,397 shares 7,397 $1.39M 0.62% +4,272 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 8,768 shares; 2025Q1: 9,722 shares; 2025Q2: 9,017 shares; 2025Q3: 13,554 shares; 2025Q4: 8,508 shares 8,508 $1.37M 0.6% -5,046 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,571 shares; 2024Q4: 18,837 shares; 2025Q1: 19,640 shares; 2025Q2: 19,416 shares; 2025Q3: 32,198 shares; 2025Q4: 22,501 shares 22,501 $1.35M 0.6% -9,697 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 6,854 shares; 2025Q1: 7,333 shares; 2025Q2: 7,206 shares; 2025Q3: 11,659 shares; 2025Q4: 7,705 shares 7,705 $1.34M 0.59% -3,954 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,569 shares; 2025Q1: 1,564 shares; 2025Q2: 1,972 shares; 2025Q3: 3,212 shares; 2025Q4: 14,181 shares 14,181 $1.33M 0.59% +10,969 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: 3,386 shares; 2025Q2: 3,127 shares; 2025Q3: 3,595 shares; 2025Q4: 2,943 shares 2,943 $1.32M 0.58% -652 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,344 shares; 2025Q1: 1,403 shares; 2025Q2: 1,585 shares; 2025Q3: 2,028 shares; 2025Q4: 1,515 shares 1,515 $1.31M 0.58% -513 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,230 shares; 2025Q4: 18,507 shares 18,507 $1.29M 0.57% -5,723 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,656 shares; 2025Q2: 3,600 shares; 2025Q3: 16,344 shares; 2025Q4: 13,289 shares 13,289 $1.28M 0.56% -3,055 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,820 shares; 2024Q4: 45,410 shares; 2025Q1: 41,657 shares; 2025Q2: 53,982 shares; 2025Q3: 84,935 shares; 2025Q4: 23,384 shares 23,384 $1.26M 0.56% -61,551 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,355 shares; 2024Q4: 12,779 shares; 2025Q1: 13,688 shares; 2025Q2: 19,927 shares; 2025Q3: 31,511 shares; 2025Q4: 20,079 shares 20,079 $1.25M 0.55% -11,432 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,031 shares; 2025Q1: 3,041 shares; 2025Q2: 2,993 shares; 2025Q3: 4,281 shares; 2025Q4: 3,490 shares 3,490 $1.23M 0.54% -791 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,715 shares; 2025Q1: 2,728 shares; 2025Q2: 2,691 shares; 2025Q3: 9,748 shares; 2025Q4: 5,963 shares 5,963 $1.23M 0.54% -3,785 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,610 shares; 2025Q2: 9,501 shares; 2025Q3: 15,121 shares; 2025Q4: 9,090 shares 9,090 $1.23M 0.54% -6,031 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 16,246 shares; 2025Q3: 35,515 shares; 2025Q4: 17,773 shares 17,773 $1.2M 0.53% -17,742 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,034 shares; 2024Q4: 49,729 shares; 2025Q1: 24,815 shares; 2025Q2: 28,096 shares; 2025Q3: 44,732 shares; 2025Q4: 26,284 shares 26,284 $1.19M 0.52% -18,448 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 4,015 shares; 2025Q1: 3,915 shares; 2025Q2: 3,889 shares; 2025Q3: 4,311 shares; 2025Q4: 3,667 shares 3,667 $1.18M 0.52% -644 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,554 shares; 2025Q1: 4,684 shares; 2025Q2: 4,749 shares; 2025Q3: 7,325 shares; 2025Q4: 4,705 shares 4,705 $1.18M 0.52% -2,620 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,651 shares; 2025Q4: 42,502 shares 42,502 $1.11M 0.49% -24,149 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,895 shares; 2024Q4: 59,342 shares; 2025Q1: 71,981 shares; 2025Q2: 95,822 shares; 2025Q3: 150,937 shares; 2025Q4: 23,322 shares 23,322 $1.09M 0.48% -127,615 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 2,053 shares; 2025Q3: 3,468 shares; 2025Q4: 1,753 shares 1,753 $1.08M 0.48% -1,715 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 3,200 shares; 2025Q1: 2,896 shares; 2025Q2: 2,880 shares; 2025Q3: 3,933 shares; 2025Q4: 3,068 shares 3,068 $1.08M 0.48% -865 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,791 shares; 2024Q4: 7,945 shares; 2025Q1: 7,563 shares; 2025Q2: 6,121 shares; 2025Q3: 9,530 shares; 2025Q4: 5,425 shares 5,425 $1.06M 0.47% -4,105 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,683 shares; 2025Q3: 56,374 shares; 2025Q4: 33,614 shares 33,614 $1.06M 0.47% -22,760 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 6,091 shares; 2025Q1: 6,655 shares; 2025Q2: 5,681 shares; 2025Q3: 8,618 shares; 2025Q4: 5,426 shares 5,426 $1M 0.44% -3,192 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,662 shares; 2025Q1: 9,975 shares; 2025Q2: 5,234 shares; 2025Q3: 7,820 shares; 2025Q4: 5,344 shares 5,344 $992K 0.44% -2,476 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,393 shares; 2025Q2: 18,573 shares; 2025Q3: 29,587 shares; 2025Q4: 14,961 shares 14,961 $959K 0.42% -14,626 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,288 shares; 2025Q1: 3,843 shares; 2025Q2: 3,761 shares; 2025Q3: 5,816 shares; 2025Q4: 3,729 shares 3,729 $952K 0.42% -2,087 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,104 shares 17,104 $948K 0.42% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,356 shares; 2025Q1: 12,870 shares; 2025Q2: 21,887 shares; 2025Q3: 34,477 shares; 2025Q4: 24,687 shares 24,687 $946K 0.42% -9,790 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,616 shares; 2025Q2: 54,908 shares; 2025Q3: 81,935 shares; 2025Q4: 51,169 shares 51,169 $943K 0.42% -30,766 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,257 shares; 2024Q4: 9,673 shares; 2025Q1: 10,069 shares; 2025Q2: 10,001 shares; 2025Q3: 15,478 shares; 2025Q4: 9,710 shares 9,710 $926K 0.41% -5,768 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,510 shares; 2025Q4: 3,224 shares 3,224 $920K 0.41% +714 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,379 shares; 2025Q2: 7,164 shares; 2025Q3: 7,346 shares; 2025Q4: 7,197 shares 7,197 $918K 0.41% -149 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 15,598 shares; 2025Q1: 17,459 shares; 2025Q2: 15,552 shares; 2025Q3: 12,961 shares; 2025Q4: 8,360 shares 8,360 $895K 0.4% -4,601 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,225 shares; 2025Q2: 7,259 shares; 2025Q3: 19,873 shares; 2025Q4: 12,283 shares 12,283 $884K 0.39% -7,590 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 354 shares; 2025Q1: 577 shares; 2025Q2: 661 shares; 2025Q3: 790 shares; 2025Q4: 823 shares 823 $880K 0.39% +33 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,839 shares; 2025Q1: 1,790 shares; 2025Q2: 3,072 shares; 2025Q3: 4,727 shares; 2025Q4: 3,641 shares 3,641 $854K 0.38% -1,086 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,817 shares; 2025Q2: 10,059 shares; 2025Q3: 5,616 shares; 2025Q4: 5,259 shares 5,259 $852K 0.38% -357 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,634 shares; 2025Q1: 1,810 shares; 2025Q2: 1,280 shares; 2025Q3: 3,199 shares; 2025Q4: 2,267 shares 2,267 $839K 0.37% -932 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 12,698 shares; 2025Q3: 19,554 shares; 2025Q4: 10,111 shares 10,111 $821K 0.36% -9,443 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,986 shares; 2025Q3: 95,913 shares; 2025Q4: 97,392 shares 97,392 $812K 0.36% +1,479 BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 8,930 shares; 2025Q1: 18,681 shares; 2025Q2: 16,767 shares; 2025Q3: 24,972 shares; 2025Q4: 17,543 shares 17,543 $799K 0.35% -7,429 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 2,987 shares; 2025Q1: 3,118 shares; 2025Q2: 2,477 shares; 2025Q3: 5,336 shares; 2025Q4: 4,142 shares 4,142 $792K 0.35% -1,194 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,436 shares; 2025Q2: 4,142 shares; 2025Q3: 6,152 shares; 2025Q4: 4,704 shares 4,704 $789K 0.35% -1,448 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,752 shares; 2025Q2: 4,399 shares; 2025Q3: 5,778 shares; 2025Q4: 3,843 shares 3,843 $788K 0.35% -1,935 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 4,035 shares; 2025Q1: 3,879 shares; 2025Q2: 3,778 shares; 2025Q3: 2,360 shares; 2025Q4: 1,429 shares 1,429 $788K 0.35% -931 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,274 shares; 2025Q1: 1,138 shares; 2025Q2: 1,140 shares; 2025Q3: 1,791 shares; 2025Q4: 1,372 shares 1,372 $783K 0.35% -419 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $783K 0.35% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,614 shares 7,614 $773K 0.34% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 6,962 shares; 2025Q1: 4,823 shares; 2025Q2: 3,003 shares; 2025Q3: 5,480 shares; 2025Q4: 2,068 shares 2,068 $772K 0.34% -3,412 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,132 shares; 2025Q4: 8,364 shares 8,364 $768K 0.34% -2,768 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,907 shares 6,907 $757K 0.33% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,727 shares; 2025Q2: 3,102 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares 3,108 $755K 0.33% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,936 shares; 2025Q2: 2,006 shares; 2025Q3: 3,188 shares; 2025Q4: 1,968 shares 1,968 $754K 0.33% -1,220 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 11,869 shares; 2025Q1: 5,143 shares; 2025Q2: 5,071 shares; 2025Q3: 9,502 shares; 2025Q4: 3,538 shares 3,538 $750K 0.33% -5,964 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,836 shares; 2025Q1: 3,374 shares; 2025Q2: 3,145 shares; 2025Q3: 5,606 shares; 2025Q4: 3,761 shares 3,761 $733K 0.32% -1,845 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 2,726 shares; 2025Q3: 3,224 shares; 2025Q4: 2,325 shares 2,325 $727K 0.32% -899 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,175 shares; 2025Q1: 7,175 shares; 2025Q2: 10,274 shares; 2025Q3: 17,723 shares; 2025Q4: 10,783 shares 10,783 $699K 0.31% -6,940 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,589 shares; 2025Q1: 1,978 shares; 2025Q2: 1,909 shares; 2025Q3: 4,459 shares; 2025Q4: 3,473 shares 3,473 $698K 0.31% -986 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,101 shares 3,101 $689K 0.3% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,912 shares; 2025Q3: 10,958 shares; 2025Q4: 6,008 shares 6,008 $684K 0.3% -4,950 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,021 shares 7,021 $682K 0.3% new Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,460 shares 38,460 $678K 0.3% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,165 shares; 2025Q4: 2,707 shares 2,707 $655K 0.29% -2,458 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,866 shares; 2025Q3: 10,484 shares; 2025Q4: 8,151 shares 8,151 $654K 0.29% -2,333 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,600 shares; 2025Q2: 16,900 shares; 2025Q3: 15,800 shares; 2025Q4: 15,800 shares 15,800 $652K 0.29% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,940 shares; 2025Q1: 2,449 shares; 2025Q2: 2,350 shares; 2025Q3: 3,609 shares; 2025Q4: 2,245 shares 2,245 $647K 0.29% -1,364 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,590 shares; 2025Q1: 3,286 shares; 2025Q2: 3,190 shares; 2025Q3: 4,691 shares; 2025Q4: 3,712 shares 3,712 $647K 0.29% -979 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 4,673 shares; 2025Q1: 4,673 shares; 2025Q2: 3,114 shares; 2025Q3: 5,683 shares; 2025Q4: 3,251 shares 3,251 $646K 0.29% -2,432 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: not reported; 2025Q1: 2,542 shares; 2025Q2: 2,992 shares; 2025Q3: 4,801 shares; 2025Q4: 2,935 shares 2,935 $638K 0.28% -1,866 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,794 shares; 2025Q1: 6,101 shares; 2025Q2: 5,923 shares; 2025Q3: 8,891 shares; 2025Q4: 6,904 shares 6,904 $621K 0.27% -1,987 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares 1,254 $615K 0.27% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,291 shares; 2025Q1: 7,291 shares; 2025Q2: 5,125 shares; 2025Q3: 12,358 shares; 2025Q4: 13,643 shares 13,643 $582K 0.26% +1,285 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,281 shares 6,281 $582K 0.26% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: not reported; 2025Q1: 7,810 shares; 2025Q2: 6,147 shares; 2025Q3: 6,256 shares; 2025Q4: 6,284 shares 6,284 $578K 0.26% +28 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,832 shares 3,832 $571K 0.25% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,531 shares; 2025Q3: 14,857 shares; 2025Q4: 17,896 shares 17,896 $569K 0.25% +3,039 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,098 shares; 2025Q1: 2,245 shares; 2025Q2: 1,407 shares; 2025Q3: 1,401 shares; 2025Q4: 972 shares 972 $564K 0.25% -429 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares 2,048 $564K 0.25% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,426 shares; 2025Q4: 8,782 shares 8,782 $560K 0.25% -1,644 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,256 shares; 2025Q4: 8,594 shares 8,594 $559K 0.25% +5,338 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,023 shares; 2025Q3: 6,285 shares; 2025Q4: 5,745 shares 5,745 $559K 0.25% -540 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,407 shares; 2024Q4: 7,356 shares; 2025Q1: 5,760 shares; 2025Q2: 2,334 shares; 2025Q3: 2,625 shares; 2025Q4: 1,548 shares 1,548 $557K 0.25% -1,077 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 5,127 shares; 2025Q1: 6,039 shares; 2025Q2: 5,641 shares; 2025Q3: 7,646 shares; 2025Q4: 4,910 shares 4,910 $547K 0.24% -2,736 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,029 shares; 2025Q1: 17,246 shares; 2025Q2: 11,718 shares; 2025Q3: 11,718 shares; 2025Q4: 11,718 shares 11,718 $543K 0.24% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,629 shares; 2025Q1: 1,625 shares; 2025Q2: 7,460 shares; 2025Q3: 9,484 shares; 2025Q4: 3,782 shares 3,782 $542K 0.24% -5,702 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,866 shares; 2025Q2: 5,592 shares; 2025Q3: 5,592 shares; 2025Q4: 5,592 shares 5,592 $536K 0.24% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 11,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $526K 0.23% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,588 shares 4,588 $519K 0.23% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 1,165 shares; 2025Q3: 937 shares; 2025Q4: 617 shares 617 $519K 0.23% -320 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,887 shares 22,887 $505K 0.22% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 3,104 shares; 2025Q1: 2,051 shares; 2025Q2: 1,739 shares; 2025Q3: 1,744 shares; 2025Q4: 2,403 shares 2,403 $497K 0.22% +659 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,810 shares; 2025Q2: 6,753 shares; 2025Q3: 6,753 shares; 2025Q4: 6,753 shares 6,753 $497K 0.22% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,108 shares; 2025Q2: 4,612 shares; 2025Q3: 7,088 shares; 2025Q4: 5,175 shares 5,175 $493K 0.22% -1,913 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,242 shares; 2025Q2: 29,402 shares; 2025Q3: 29,402 shares; 2025Q4: 29,402 shares 29,402 $492K 0.22% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,621 shares; 2025Q3: 2,698 shares; 2025Q4: 2,261 shares 2,261 $485K 0.21% -437 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,428 shares; 2025Q1: 4,372 shares; 2025Q2: 2,760 shares; 2025Q3: 4,106 shares; 2025Q4: 2,512 shares 2,512 $481K 0.21% -1,594 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares 735 $480K 0.21% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: 3,941 shares; 2025Q2: 3,845 shares; 2025Q3: 5,738 shares; 2025Q4: 4,462 shares 4,462 $471K 0.21% -1,276 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,010 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $469K 0.21% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,930 shares; 2025Q2: 19,715 shares; 2025Q3: 19,715 shares; 2025Q4: 19,715 shares 19,715 $465K 0.21% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 2,888 shares 2,888 $462K 0.2% -1,873 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,046 shares; 2025Q2: 19,832 shares; 2025Q3: 22,253 shares; 2025Q4: 28,644 shares 28,644 $461K 0.2% +6,391 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,255 shares; 2025Q1: 2,746 shares; 2025Q2: 3,038 shares; 2025Q3: 4,445 shares; 2025Q4: 2,369 shares 2,369 $459K 0.2% -2,076 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,757 shares; 2025Q4: 7,117 shares 7,117 $458K 0.2% -4,640 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,534 shares 1,534 $454K 0.2% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,268 shares; 2025Q4: 5,872 shares 5,872 $452K 0.2% +2,604 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 912 shares; 2025Q2: 670 shares; 2025Q3: 782 shares; 2025Q4: 586 shares 586 $449K 0.2% -196 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,776 shares 2,776 $447K 0.2% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,310 shares; 2025Q1: 10,115 shares; 2025Q2: 9,534 shares; 2025Q3: 13,724 shares; 2025Q4: 10,690 shares 10,690 $446K 0.2% -3,034 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,220 shares; 2024Q4: 26,225 shares; 2025Q1: 24,214 shares; 2025Q2: 22,019 shares; 2025Q3: 21,572 shares; 2025Q4: 23,257 shares 23,257 $440K 0.19% +1,685 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,030 shares 4,030 $437K 0.19% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,078 shares; 2025Q2: 5,303 shares; 2025Q3: 7,730 shares; 2025Q4: 3,505 shares 3,505 $430K 0.19% -4,225 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,159 shares; 2025Q1: 1,895 shares; 2025Q2: 1,972 shares; 2025Q3: 2,504 shares; 2025Q4: 991 shares 991 $423K 0.19% -1,513 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 997 shares 997 $418K 0.18% -477 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,019 shares; 2025Q2: 14,015 shares; 2025Q3: 14,015 shares; 2025Q4: 14,015 shares 14,015 $418K 0.18% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,124 shares; 2025Q2: 22,119 shares; 2025Q3: 34,400 shares; 2025Q4: 14,415 shares 14,415 $415K 0.18% -19,985 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 6,295 shares; 2025Q1: 6,463 shares; 2025Q2: 9,119 shares; 2025Q3: 6,209 shares; 2025Q4: 4,000 shares 4,000 $415K 0.18% -2,209 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares 1,203 $409K 0.18% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,931 shares; 2024Q4: 6,374 shares; 2025Q1: 6,523 shares; 2025Q2: 6,679 shares; 2025Q3: 6,615 shares; 2025Q4: 11,183 shares 11,183 $409K 0.18% +4,568 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,835 shares 1,835 $409K 0.18% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,251 shares; 2025Q2: 744 shares; 2025Q3: 926 shares; 2025Q4: 946 shares 946 $399K 0.18% +20 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 10,377 shares; 2025Q1: not reported; 2025Q2: 8,281 shares; 2025Q3: 12,253 shares; 2025Q4: 6,875 shares 6,875 $395K 0.17% -5,378 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 656 shares; 2025Q3: 939 shares; 2025Q4: 581 shares 581 $391K 0.17% -358 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,513 shares; 2025Q2: 1,339 shares; 2025Q3: 1,855 shares; 2025Q4: 1,472 shares 1,472 $388K 0.17% -383 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 910 shares 910 $384K 0.17% -83 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,391 shares; 2024Q4: 9,867 shares; 2025Q1: 10,476 shares; 2025Q2: 10,956 shares; 2025Q3: 5,373 shares; 2025Q4: 2,793 shares 2,793 $382K 0.17% -2,580 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,195 shares 2,195 $378K 0.17% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: 7,951 shares; 2025Q3: 11,165 shares; 2025Q4: 9,373 shares 9,373 $376K 0.17% -1,792 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,814 shares; 2025Q1: 2,418 shares; 2025Q2: 2,445 shares; 2025Q3: 3,681 shares; 2025Q4: 2,875 shares 2,875 $375K 0.17% -806 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $375K 0.17% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 599 shares; 2025Q1: 624 shares; 2025Q2: 551 shares; 2025Q3: 616 shares; 2025Q4: 2,425 shares 2,425 $371K 0.16% +1,809 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 1,103 shares; 2025Q3: 1,680 shares; 2025Q4: 1,381 shares 1,381 $371K 0.16% -299 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,353 shares; 2025Q4: 1,511 shares 1,511 $367K 0.16% -842 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,860 shares; 2025Q4: 3,015 shares 3,015 $367K 0.16% -4,845 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,378 shares; 2025Q4: 4,932 shares 4,932 $365K 0.16% -446 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares 1,684 $361K 0.16% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,169 shares; 2025Q3: 1,790 shares; 2025Q4: 1,092 shares 1,092 $359K 0.16% -698 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,138 shares; 2025Q2: 15,368 shares; 2025Q3: 16,058 shares; 2025Q4: 16,058 shares 16,058 $358K 0.16% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 2,065 shares; 2025Q1: 1,875 shares; 2025Q2: 1,988 shares; 2025Q3: 1,628 shares; 2025Q4: 1,178 shares 1,178 $356K 0.16% -450 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,226 shares; 2025Q1: 11,481 shares; 2025Q2: 10,850 shares; 2025Q3: 16,292 shares; 2025Q4: 12,905 shares 12,905 $355K 0.16% -3,387 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,739 shares; 2025Q3: 7,143 shares; 2025Q4: 4,568 shares 4,568 $353K 0.16% -2,575 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 785 shares; 2025Q1: 743 shares; 2025Q2: 590 shares; 2025Q3: 949 shares; 2025Q4: 623 shares 623 $353K 0.16% -326 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 364 shares; 2025Q3: 520 shares; 2025Q4: 397 shares 397 $349K 0.15% -123 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,855 shares; 2025Q1: 2,988 shares; 2025Q2: 2,938 shares; 2025Q3: 2,630 shares; 2025Q4: 2,088 shares 2,088 $347K 0.15% -542 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919 shares 919 $344K 0.15% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 394 shares; 2025Q1: 308 shares; 2025Q2: 281 shares; 2025Q3: 445 shares; 2025Q4: 281 shares 281 $341K 0.15% -164 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,152 shares; 2025Q2: 10,078 shares; 2025Q3: 15,571 shares; 2025Q4: 6,687 shares 6,687 $341K 0.15% -8,884 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,818 shares; 2025Q4: 1,730 shares 1,730 $336K 0.15% -1,088 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 568 shares; 2025Q1: 453 shares; 2025Q2: 463 shares; 2025Q3: 517 shares; 2025Q4: 378 shares 378 $332K 0.15% -139 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $332K 0.15% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,422 shares; 2025Q2: 9,733 shares; 2025Q3: 9,733 shares; 2025Q4: 9,733 shares 9,733 $329K 0.15% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 852 shares; 2025Q1: 1,346 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $327K 0.14% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $326K 0.14% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 2,048 shares 2,048 $326K 0.14% -363 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,998 shares 3,998 $319K 0.14% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 2,044 shares; 2025Q1: 1,384 shares; 2025Q2: 1,183 shares; 2025Q3: 1,551 shares; 2025Q4: 1,175 shares 1,175 $319K 0.14% -376 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 2,449 shares; 2025Q1: 2,164 shares; 2025Q2: 2,216 shares; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $312K 0.14% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,615 shares; 2025Q2: 18,438 shares; 2025Q3: 18,438 shares; 2025Q4: 17,952 shares 17,952 $307K 0.14% -486 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,489 shares; 2025Q1: 1,693 shares; 2025Q2: 1,686 shares; 2025Q3: 2,597 shares; 2025Q4: 1,677 shares 1,677 $302K 0.13% -920 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,328 shares; 2025Q3: 5,490 shares; 2025Q4: 4,065 shares 4,065 $295K 0.13% -1,425 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares 828 $292K 0.13% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,704 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares 1,665 $292K 0.13% 0 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,899 shares; 2025Q2: 8,810 shares; 2025Q3: 13,798 shares; 2025Q4: 8,057 shares 8,057 $284K 0.13% -5,741 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,325 shares; 2025Q3: 6,752 shares; 2025Q4: 4,076 shares 4,076 $283K 0.12% -2,676 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 18,356 shares; 2025Q1: 18,356 shares; 2025Q2: 17,511 shares; 2025Q3: 31,038 shares; 2025Q4: 11,057 shares 11,057 $282K 0.12% -19,981 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,535 shares; 2025Q1: 8,311 shares; 2025Q2: 6,281 shares; 2025Q3: 5,949 shares; 2025Q4: 5,506 shares 5,506 $280K 0.12% -443 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,521 shares; 2025Q2: 13,952 shares; 2025Q3: 25,656 shares; 2025Q4: 4,571 shares 4,571 $276K 0.12% -21,085 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,535 shares; 2025Q4: 3,724 shares 3,724 $276K 0.12% -811 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,569 shares; 2025Q2: 4,963 shares; 2025Q3: 6,648 shares; 2025Q4: 4,205 shares 4,205 $274K 0.12% -2,443 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,563 shares; 2025Q4: 1,224 shares 1,224 $266K 0.12% -339 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,448 shares; 2025Q2: 29,797 shares; 2025Q3: 22,210 shares; 2025Q4: 12,766 shares 12,766 $263K 0.12% -9,444 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,853 shares 10,853 $261K 0.12% new Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,352 shares; 2025Q2: 2,398 shares; 2025Q3: 3,715 shares; 2025Q4: 2,427 shares 2,427 $257K 0.11% -1,288 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,076 shares; 2025Q2: 14,811 shares; 2025Q3: 15,611 shares; 2025Q4: 16,880 shares 16,880 $254K 0.11% +1,269 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,888 shares; 2025Q3: 6,536 shares; 2025Q4: 4,591 shares 4,591 $253K 0.11% -1,945 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,218 shares; 2025Q1: 627 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $249K 0.11% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,366 shares; 2025Q2: 2,495 shares; 2025Q3: 2,466 shares; 2025Q4: 2,377 shares 2,377 $248K 0.11% -89 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,257 shares; 2025Q3: 3,002 shares; 2025Q4: 2,203 shares 2,203 $239K 0.11% -799 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $239K 0.11% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,525 shares; 2025Q4: 2,810 shares 2,810 $237K 0.1% -715 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,947 shares; 2025Q2: 6,947 shares; 2025Q3: 6,947 shares; 2025Q4: 6,420 shares 6,420 $235K 0.1% -527 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,826 shares; 2025Q4: 4,731 shares 4,731 $235K 0.1% -3,095 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 218 shares 218 $234K 0.1% -87 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,062 shares; 2025Q4: 3,949 shares 3,949 $233K 0.1% -1,113 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,866 shares 2,866 $231K 0.1% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,339 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares 1,556 $230K 0.1% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,408 shares; 2025Q1: 21,269 shares; 2025Q2: 14,817 shares; 2025Q3: 14,652 shares; 2025Q4: 12,706 shares 12,706 $229K 0.1% -1,946 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,487 shares 7,487 $226K 0.1% new Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,824 shares 13,824 $226K 0.1% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,244 shares 1,244 $217K 0.1% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,344 shares; 2025Q4: 16,690 shares 16,690 $215K 0.09% +1,346 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,988 shares 2,988 $215K 0.09% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,525 shares; 2025Q2: 6,338 shares; 2025Q3: not reported; 2025Q4: 5,579 shares 5,579 $209K 0.09% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,272 shares 6,272 $209K 0.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 941 shares 941 $204K 0.09% -580 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,289 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $203K 0.09% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,884 shares; 2025Q4: 3,935 shares 3,935 $200K 0.09% -1,949 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,021 shares 12,021 $152K 0.07% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,741 shares 10,741 $117K 0.05% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,422 shares; 2025Q2: 15,596 shares; 2025Q3: 15,596 shares; 2025Q4: 15,596 shares 15,596 $95.3K 0.04% 0 Timeline