VONG 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: 1,201,035 shares; 2024Q4: 1,191,832 shares; 2025Q1: 1,169,308 shares; 2025Q2: 1,102,752 shares; 2025Q3: 1,070,404 shares; 2025Q4: 1,053,250 shares 1,053,250 $128M 9.25% -17,154 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099,893 shares; 2024Q4: 1,332,475 shares; 2025Q1: 1,419,334 shares; 2025Q2: 1,418,462 shares; 2025Q3: 1,644,782 shares; 2025Q4: 1,789,151 shares 1,789,151 $85.9M 6.2% +144,369 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,181 shares; 2024Q4: 455,702 shares; 2025Q1: 475,235 shares; 2025Q2: 497,817 shares; 2025Q3: 518,350 shares; 2025Q4: 546,864 shares 546,864 $62.3M 4.49% +28,514 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,863 shares; 2024Q4: 687,766 shares; 2025Q1: 742,329 shares; 2025Q2: 814,240 shares; 2025Q3: 846,790 shares; 2025Q4: 881,426 shares 881,426 $59.2M 4.27% +34,636 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,530 shares; 2024Q4: 522,434 shares; 2025Q1: 530,690 shares; 2025Q2: 499,965 shares; 2025Q3: 562,846 shares; 2025Q4: 644,941 shares 644,941 $53.4M 3.85% +82,095 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839,533 shares; 2024Q4: 1,025,025 shares; 2025Q1: 1,152,876 shares; 2025Q2: 1,058,596 shares; 2025Q3: 1,203,745 shares; 2025Q4: 1,326,195 shares 1,326,195 $45.4M 3.27% +122,450 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,845 shares; 2024Q4: 147,311 shares; 2025Q1: 146,130 shares; 2025Q2: 149,573 shares; 2025Q3: 148,529 shares; 2025Q4: 150,064 shares 150,064 $40.8M 2.94% +1,535 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: 461,244 shares; 2024Q4: 455,867 shares; 2025Q1: 446,020 shares; 2025Q2: 435,495 shares; 2025Q3: 432,525 shares; 2025Q4: 415,374 shares 415,374 $33.7M 2.43% -17,151 Timeline SPTS 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: 601,444 shares; 2024Q4: 718,580 shares; 2025Q1: 635,339 shares; 2025Q2: 571,571 shares; 2025Q3: 760,936 shares; 2025Q4: 1,019,790 shares 1,019,790 $29.9M 2.15% +258,854 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: 512,712 shares; 2024Q4: 536,555 shares; 2025Q1: 537,504 shares; 2025Q2: 538,301 shares; 2025Q3: 530,930 shares; 2025Q4: 525,398 shares 525,398 $28.7M 2.07% -5,532 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,621 shares; 2024Q4: 375,434 shares; 2025Q1: 409,628 shares; 2025Q2: 455,919 shares; 2025Q3: 502,421 shares; 2025Q4: 566,736 shares 566,736 $28.3M 2.04% +64,315 Timeline BWZ 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: 766,242 shares; 2024Q4: 803,058 shares; 2025Q1: 861,505 shares; 2025Q2: 898,480 shares; 2025Q3: 940,854 shares; 2025Q4: 1,004,228 shares 1,004,228 $27.5M 1.99% +63,374 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,908 shares; 2025Q3: 229,741 shares; 2025Q4: 251,266 shares 251,266 $25.6M 1.85% +21,525 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: 145,845 shares; 2024Q4: 145,060 shares; 2025Q1: 130,980 shares; 2025Q2: 132,071 shares; 2025Q3: 132,997 shares; 2025Q4: 133,261 shares 133,261 $24.9M 1.79% +264 Timeline RWO 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: 332,715 shares; 2024Q4: 366,574 shares; 2025Q1: 399,827 shares; 2025Q2: 435,275 shares; 2025Q3: 468,563 shares; 2025Q4: 517,994 shares 517,994 $23.3M 1.68% +49,431 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: 38,804 shares; 2024Q4: 41,023 shares; 2025Q1: 39,415 shares; 2025Q2: 40,071 shares; 2025Q3: 40,663 shares; 2025Q4: 43,140 shares 43,140 $20.9M 1.51% +2,477 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,855 shares; 2024Q4: 506,523 shares; 2025Q1: 554,181 shares; 2025Q2: 676,447 shares; 2025Q3: 743,262 shares; 2025Q4: 833,558 shares 833,558 $19.2M 1.39% +90,296 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: 21,748 shares; 2024Q4: 23,605 shares; 2025Q1: 24,879 shares; 2025Q2: 52,253 shares; 2025Q3: 58,084 shares; 2025Q4: 62,700 shares 62,700 $18.9M 1.37% +4,616 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,208 shares; 2024Q4: 159,768 shares; 2025Q1: 172,809 shares; 2025Q2: 175,408 shares; 2025Q3: 174,344 shares; 2025Q4: 174,458 shares 174,458 $16.8M 1.21% +114 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,949 shares; 2024Q4: 127,376 shares; 2025Q1: 133,272 shares; 2025Q2: 147,096 shares; 2025Q3: 164,228 shares; 2025Q4: 176,274 shares 176,274 $15M 1.09% +12,046 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: 185,479 shares; 2024Q4: 194,464 shares; 2025Q1: 201,477 shares; 2025Q2: 194,769 shares; 2025Q3: 190,421 shares; 2025Q4: 189,793 shares 189,793 $13.6M 0.98% -628 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: 35,129 shares; 2024Q4: 27,656 shares; 2025Q1: 28,155 shares; 2025Q2: 32,807 shares; 2025Q3: 32,023 shares; 2025Q4: 40,074 shares 40,074 $12.9M 0.93% +8,051 Timeline SUSA 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: 85,819 shares; 2024Q4: 93,362 shares; 2025Q1: 97,468 shares; 2025Q2: 95,424 shares; 2025Q3: 93,169 shares; 2025Q4: 91,685 shares 91,685 $12.8M 0.92% -1,484 Timeline REET 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: 487,796 shares; 2024Q4: 488,734 shares; 2025Q1: 488,923 shares; 2025Q2: 508,202 shares; 2025Q3: 503,571 shares; 2025Q4: 505,219 shares 505,219 $12.6M 0.91% +1,648 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: 32,954 shares; 2024Q4: 34,120 shares; 2025Q1: 33,503 shares; 2025Q2: 33,403 shares; 2025Q3: 33,382 shares; 2025Q4: 36,822 shares 36,822 $11.5M 0.83% +3,440 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: 33,647 shares; 2024Q4: 35,091 shares; 2025Q1: 33,928 shares; 2025Q2: 35,012 shares; 2025Q3: 34,844 shares; 2025Q4: 36,126 shares 36,126 $11.3M 0.82% +1,282 Timeline IUSG 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: 77,895 shares; 2024Q4: 82,855 shares; 2025Q1: 79,460 shares; 2025Q2: 71,689 shares; 2025Q3: 68,210 shares; 2025Q4: 66,824 shares 66,824 $11.2M 0.81% -1,386 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: 37,106 shares; 2024Q4: 40,602 shares; 2025Q1: 39,583 shares; 2025Q2: 40,362 shares; 2025Q3: 40,880 shares; 2025Q4: 46,620 shares 46,620 $10.8M 0.78% +5,740 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,212 shares; 2024Q4: 120,647 shares; 2025Q1: 119,790 shares; 2025Q2: 107,889 shares; 2025Q3: 102,270 shares; 2025Q4: 99,308 shares 99,308 $10.6M 0.76% -2,962 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,556 shares; 2024Q4: 102,878 shares; 2025Q1: 103,343 shares; 2025Q2: 99,878 shares; 2025Q3: 99,312 shares; 2025Q4: 98,656 shares 98,656 $10.1M 0.73% -656 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,184 shares; 2024Q4: 89,680 shares; 2025Q1: 93,573 shares; 2025Q2: 81,975 shares; 2025Q3: 80,795 shares; 2025Q4: 94,282 shares 94,282 $10.1M 0.73% +13,487 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 29,767 shares; 2025Q1: 33,938 shares; 2025Q2: 226,264 shares; 2025Q3: 259,744 shares; 2025Q4: 286,081 shares 286,081 $9.42M 0.68% +26,337 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 18,298 shares; 2025Q1: 15,872 shares; 2025Q2: 12,713 shares; 2025Q3: 12,278 shares; 2025Q4: 13,187 shares 13,187 $8.99M 0.65% +909 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,558 shares; 2024Q4: 159,811 shares; 2025Q1: 163,473 shares; 2025Q2: 157,945 shares; 2025Q3: 155,472 shares; 2025Q4: 154,954 shares 154,954 $8.8M 0.64% -518 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: 21,524 shares; 2024Q4: 20,989 shares; 2025Q1: 20,440 shares; 2025Q2: 19,430 shares; 2025Q3: 18,799 shares; 2025Q4: 18,557 shares 18,557 $8.78M 0.63% -242 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: 28,849 shares; 2024Q4: 32,917 shares; 2025Q1: 33,647 shares; 2025Q2: 43,104 shares; 2025Q3: 42,000 shares; 2025Q4: 40,804 shares 40,804 $8.58M 0.62% -1,196 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,188 shares; 2024Q4: 38,552 shares; 2025Q1: 37,484 shares; 2025Q2: 37,607 shares; 2025Q3: 37,434 shares; 2025Q4: 37,595 shares 37,595 $7.96M 0.57% +161 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 9 shares 9 $6.79M 0.49% +7 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: 17,273 shares; 2024Q4: 17,682 shares; 2025Q1: 17,780 shares; 2025Q2: 17,478 shares; 2025Q3: 17,232 shares; 2025Q4: 16,920 shares 16,920 $6.71M 0.48% -312 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: 14,132 shares; 2024Q4: 13,601 shares; 2025Q1: 14,213 shares; 2025Q2: 15,707 shares; 2025Q3: 15,845 shares; 2025Q4: 17,750 shares 17,750 $6.14M 0.44% +1,905 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: 6,051 shares; 2024Q4: 8,042 shares; 2025Q1: 8,036 shares; 2025Q2: 8,312 shares; 2025Q3: 8,431 shares; 2025Q4: 9,270 shares 9,270 $6.12M 0.44% +839 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,457 shares; 2024Q4: 54,604 shares; 2025Q1: 61,724 shares; 2025Q2: 62,240 shares; 2025Q3: 62,323 shares; 2025Q4: 63,379 shares 63,379 $6.03M 0.43% +1,056 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: 5,151 shares; 2024Q4: 5,439 shares; 2025Q1: 5,575 shares; 2025Q2: 5,549 shares; 2025Q3: 5,398 shares; 2025Q4: 5,542 shares 5,542 $5.96M 0.43% +144 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: 11,245 shares; 2024Q4: 11,602 shares; 2025Q1: 11,463 shares; 2025Q2: 11,696 shares; 2025Q3: 11,689 shares; 2025Q4: 13,130 shares 13,130 $5.9M 0.43% +1,441 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,612 shares; 2024Q4: 73,067 shares; 2025Q1: 80,393 shares; 2025Q2: 81,304 shares; 2025Q3: 82,390 shares; 2025Q4: 81,817 shares 81,817 $5.86M 0.42% -573 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 42,085 shares; 2025Q3: 42,067 shares; 2025Q4: 41,678 shares 41,678 $5.67M 0.41% -389 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,816 shares; 2024Q4: 47,500 shares; 2025Q1: 50,971 shares; 2025Q2: 46,224 shares; 2025Q3: 45,867 shares; 2025Q4: 46,710 shares 46,710 $5.31M 0.38% +843 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 1,334 shares; 2025Q1: 351 shares; 2025Q2: 359 shares; 2025Q3: 357 shares; 2025Q4: 15,785 shares 15,785 $5.3M 0.38% +15,428 Timeline ESGE 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: 90,915 shares; 2024Q4: 99,573 shares; 2025Q1: 114,857 shares; 2025Q2: 115,286 shares; 2025Q3: 114,458 shares; 2025Q4: 114,840 shares 114,840 $5.07M 0.37% +382 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: 13,047 shares; 2024Q4: 12,963 shares; 2025Q1: 13,224 shares; 2025Q2: 13,800 shares; 2025Q3: 13,857 shares; 2025Q4: 15,315 shares 15,315 $4.93M 0.36% +1,458 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 8,089 shares; 2025Q1: 8,338 shares; 2025Q2: 8,666 shares; 2025Q3: 8,735 shares; 2025Q4: 9,627 shares 9,627 $4.84M 0.35% +892 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,431 shares; 2024Q4: 442,694 shares; 2025Q1: 449,669 shares; 2025Q2: 366,660 shares; 2025Q3: 363,545 shares; 2025Q4: 364,648 shares 364,648 $4.83M 0.35% +1,103 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 7 shares; 2025Q1: 102 shares; 2025Q2: 21,926 shares; 2025Q3: 21,974 shares; 2025Q4: 21,854 shares 21,854 $4.79M 0.35% -120 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,025 shares; 2024Q4: 76,212 shares; 2025Q1: 66,901 shares; 2025Q2: 63,506 shares; 2025Q3: 62,651 shares; 2025Q4: 61,768 shares 61,768 $4.79M 0.35% -883 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,252 shares; 2024Q4: 17,130 shares; 2025Q1: 18,585 shares; 2025Q2: 17,732 shares; 2025Q3: 17,927 shares; 2025Q4: 44,502 shares 44,502 $4.19M 0.3% +26,575 Timeline EMXC 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: 59,907 shares; 2024Q4: 60,275 shares; 2025Q1: 60,275 shares; 2025Q2: 56,129 shares; 2025Q3: 56,130 shares; 2025Q4: 55,941 shares 55,941 $4.07M 0.29% -189 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,101 shares; 2024Q4: 96,492 shares; 2025Q1: 130,265 shares; 2025Q2: 102,889 shares; 2025Q3: 108,527 shares; 2025Q4: 118,139 shares 118,139 $3.89M 0.28% +9,612 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,817 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 107,492 shares 107,492 $3.82M 0.28% +106,750 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,467 shares; 2024Q4: 80,432 shares; 2025Q1: 80,027 shares; 2025Q2: 77,877 shares; 2025Q3: 77,078 shares; 2025Q4: 77,757 shares 77,757 $3.45M 0.25% +679 Timeline ESML 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: 58,466 shares; 2024Q4: 57,199 shares; 2025Q1: 61,634 shares; 2025Q2: 72,532 shares; 2025Q3: 73,883 shares; 2025Q4: 74,954 shares 74,954 $3.45M 0.25% +1,071 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 6,228 shares; 2025Q1: 6,210 shares; 2025Q2: 4,744 shares; 2025Q3: 4,737 shares; 2025Q4: 5,046 shares 5,046 $3.16M 0.23% +309 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,810 shares; 2025Q1: 8,790 shares; 2025Q2: 8,873 shares; 2025Q3: 8,854 shares; 2025Q4: 8,952 shares 8,952 $3.08M 0.22% +98 Timeline SPTM 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: 30,671 shares; 2024Q4: 30,894 shares; 2025Q1: 31,702 shares; 2025Q2: 31,050 shares; 2025Q3: 33,140 shares; 2025Q4: 37,117 shares 37,117 $3.06M 0.22% +3,977 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: 7,508 shares; 2024Q4: 7,933 shares; 2025Q1: 8,003 shares; 2025Q2: 8,422 shares; 2025Q3: 8,412 shares; 2025Q4: 8,510 shares 8,510 $2.98M 0.22% +98 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: 23,549 shares; 2024Q4: 23,575 shares; 2025Q1: 23,779 shares; 2025Q2: 24,117 shares; 2025Q3: 24,512 shares; 2025Q4: 26,743 shares 26,743 $2.98M 0.21% +2,231 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: 13,431 shares; 2024Q4: 13,589 shares; 2025Q1: 13,694 shares; 2025Q2: 13,892 shares; 2025Q3: 13,273 shares; 2025Q4: 15,025 shares 15,025 $2.93M 0.21% +1,752 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: 20,530 shares; 2024Q4: 19,956 shares; 2025Q1: 19,855 shares; 2025Q2: 15,135 shares; 2025Q3: 15,013 shares; 2025Q4: 14,426 shares 14,426 $2.87M 0.21% -587 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 22 shares; 2025Q2: 39,283 shares; 2025Q3: 39,277 shares; 2025Q4: 39,339 shares 39,339 $2.86M 0.21% +62 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest 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: 257,731 shares 257,731 $2.84M 0.2% new Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,729 shares 24,729 $2.69M 0.19% new 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: 3,576 shares; 2024Q4: 4,396 shares; 2025Q1: 4,299 shares; 2025Q2: 4,448 shares; 2025Q3: 4,500 shares; 2025Q4: 4,617 shares 4,617 $2.64M 0.19% +117 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,618 shares; 2024Q4: 61,525 shares; 2025Q1: 62,086 shares; 2025Q2: 58,515 shares; 2025Q3: 55,115 shares; 2025Q4: 55,849 shares 55,849 $2.61M 0.19% +734 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,618 shares; 2025Q1: 2,620 shares; 2025Q2: 3,091 shares; 2025Q3: 2,971 shares; 2025Q4: 2,910 shares 2,910 $2.51M 0.18% -61 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: 12,298 shares; 2025Q1: 13,269 shares; 2025Q2: 13,594 shares; 2025Q3: 13,701 shares; 2025Q4: 14,055 shares 14,055 $2.5M 0.18% +354 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,000 shares 38,000 $2.45M 0.18% new 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: 32,933 shares; 2024Q4: 32,796 shares; 2025Q1: 32,707 shares; 2025Q2: 34,328 shares; 2025Q3: 34,919 shares; 2025Q4: 43,311 shares 43,311 $2.38M 0.17% +8,392 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,500 shares 17,500 $2.34M 0.17% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,612 shares; 2024Q4: 18,532 shares; 2025Q1: 20,902 shares; 2025Q2: 20,147 shares; 2025Q3: 20,694 shares; 2025Q4: 26,016 shares 26,016 $2.33M 0.17% +5,322 Timeline BWX 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: 70,239 shares; 2024Q4: 105,036 shares; 2025Q1: 110,994 shares; 2025Q2: 103,939 shares; 2025Q3: 102,838 shares; 2025Q4: 102,931 shares 102,931 $2.32M 0.17% +93 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,814 shares; 2025Q1: 6,630 shares; 2025Q2: 6,708 shares; 2025Q3: 6,838 shares; 2025Q4: 7,483 shares 7,483 $2.3M 0.17% +645 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,889 shares 19,889 $2.28M 0.16% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,249 shares; 2025Q1: 2,337 shares; 2025Q2: 2,496 shares; 2025Q3: 2,499 shares; 2025Q4: 23,958 shares 23,958 $2.25M 0.16% +21,459 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,024 shares; 2025Q1: 6,795 shares; 2025Q2: 6,717 shares; 2025Q3: 6,645 shares; 2025Q4: 6,731 shares 6,731 $2.2M 0.16% +86 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: 6,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares 6,699 $2.2M 0.16% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 12,528 shares 12,528 $2.2M 0.16% +12,469 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,888 shares; 2025Q1: 9,395 shares; 2025Q2: 9,479 shares; 2025Q3: 9,397 shares; 2025Q4: 9,569 shares 9,569 $2.19M 0.16% +172 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: 7,899 shares; 2024Q4: 6,822 shares; 2025Q1: 7,167 shares; 2025Q2: 7,674 shares; 2025Q3: 8,431 shares; 2025Q4: 10,465 shares 10,465 $2.17M 0.16% +2,034 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 983 shares; 2025Q1: 978 shares; 2025Q2: 964 shares; 2025Q3: 969 shares; 2025Q4: 4,292 shares 4,292 $2.09M 0.15% +3,323 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: 2,081 shares; 2024Q4: 2,095 shares; 2025Q1: 2,127 shares; 2025Q2: 2,237 shares; 2025Q3: 2,249 shares; 2025Q4: 2,294 shares 2,294 $2.02M 0.15% +45 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: 10,091 shares; 2024Q4: 9,999 shares; 2025Q1: 9,013 shares; 2025Q2: 9,036 shares; 2025Q3: 9,099 shares; 2025Q4: 9,374 shares 9,374 $2.01M 0.14% +275 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: 22,824 shares; 2024Q4: 24,306 shares; 2025Q1: 24,540 shares; 2025Q2: 23,793 shares; 2025Q3: 24,192 shares; 2025Q4: 25,817 shares 25,817 $1.99M 0.14% +1,625 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,350 shares 11,350 $1.98M 0.14% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 12,964 shares; 2025Q1: 14,527 shares; 2025Q2: 14,365 shares; 2025Q3: 15,204 shares; 2025Q4: 16,264 shares 16,264 $1.96M 0.14% +1,060 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 804 shares; 2025Q1: 812 shares; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 9,700 shares 9,700 $1.92M 0.14% +8,882 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,666 shares; 2024Q4: 269 shares; 2025Q1: 266 shares; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 37,707 shares 37,707 $1.9M 0.14% +37,383 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 14,110 shares; 2025Q1: 2,825 shares; 2025Q2: 2,559 shares; 2025Q3: 2,559 shares; 2025Q4: 2,768 shares 2,768 $1.9M 0.14% +209 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,400 shares 90,400 $1.87M 0.14% new Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,500 shares 118,500 $1.71M 0.12% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 24,305 shares 24,305 $1.69M 0.12% +23,980 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: 6,746 shares; 2024Q4: 6,501 shares; 2025Q1: 6,354 shares; 2025Q2: 6,394 shares; 2025Q3: 6,413 shares; 2025Q4: 8,040 shares 8,040 $1.66M 0.12% +1,627 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 3,779 shares; 2025Q1: 4,109 shares; 2025Q2: 5,526 shares; 2025Q3: 5,469 shares; 2025Q4: 5,598 shares 5,598 $1.66M 0.12% +129 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: 12,154 shares; 2024Q4: 12,893 shares; 2025Q1: 13,166 shares; 2025Q2: 13,099 shares; 2025Q3: 13,195 shares; 2025Q4: 11,230 shares 11,230 $1.61M 0.12% -1,965 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,860 shares; 2025Q2: 1,859 shares; 2025Q3: 1,902 shares; 2025Q4: 2,767 shares 2,767 $1.6M 0.12% +865 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,600 shares 80,600 $1.59M 0.11% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $1.53M 0.11% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 3,706 shares; 2025Q1: 3,577 shares; 2025Q2: 3,750 shares; 2025Q3: 3,734 shares; 2025Q4: 4,058 shares 4,058 $1.5M 0.11% +324 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,210 shares; 2025Q1: 2,123 shares; 2025Q2: 2,206 shares; 2025Q3: 2,214 shares; 2025Q4: 2,263 shares 2,263 $1.5M 0.11% +49 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 725 shares; 2025Q1: 462 shares; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 25,079 shares 25,079 $1.5M 0.11% +24,241 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 173 shares; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 48,694 shares 48,694 $1.43M 0.1% +48,515 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,700 shares 9,700 $1.39M 0.1% new Timeline DAVE DAVE INC More: the full row for DAVE 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: 6,000 shares 6,000 $1.33M 0.1% new 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: 4,279 shares; 2024Q4: 4,215 shares; 2025Q1: 4,348 shares; 2025Q2: 4,081 shares; 2025Q3: 4,266 shares; 2025Q4: 4,639 shares 4,639 $1.32M 0.1% +373 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: 12,561 shares; 2024Q4: 12,611 shares; 2025Q1: 13,040 shares; 2025Q2: 13,845 shares; 2025Q3: 13,530 shares; 2025Q4: 14,181 shares 14,181 $1.32M 0.1% +651 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $1.29M 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,088 shares; 2025Q1: 3,102 shares; 2025Q2: 3,074 shares; 2025Q3: 3,104 shares; 2025Q4: 4,816 shares 4,816 $1.28M 0.09% +1,712 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,861 shares; 2025Q1: 4,942 shares; 2025Q2: 4,772 shares; 2025Q3: 4,796 shares; 2025Q4: 5,105 shares 5,105 $1.23M 0.09% +309 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,200 shares 40,200 $1.22M 0.09% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 8,181 shares 8,181 $1.22M 0.09% +8,100 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,321 shares; 2025Q1: 3,294 shares; 2025Q2: 3,691 shares; 2025Q3: 3,699 shares; 2025Q4: 3,962 shares 3,962 $1.21M 0.09% +263 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,929 shares; 2025Q1: 2,199 shares; 2025Q2: 4,055 shares; 2025Q3: 4,157 shares; 2025Q4: 4,879 shares 4,879 $1.18M 0.09% +722 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 11,000 shares 11,000 $1.17M 0.08% new 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: 5,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 5,030 shares 5,030 $1.17M 0.08% +5,008 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 13,666 shares; 2025Q1: 14,978 shares; 2025Q2: 16,494 shares; 2025Q3: 15,346 shares; 2025Q4: 16,531 shares 16,531 $1.16M 0.08% +1,185 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 7,921 shares; 2025Q1: 8,080 shares; 2025Q2: 8,019 shares; 2025Q3: 8,000 shares; 2025Q4: 7,949 shares 7,949 $1.15M 0.08% -51 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $1.14M 0.08% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,449 shares; 2025Q1: 3,490 shares; 2025Q2: 3,630 shares; 2025Q3: 3,426 shares; 2025Q4: 4,415 shares 4,415 $1.13M 0.08% +989 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: 5,676 shares; 2025Q1: 6,049 shares; 2025Q2: 5,816 shares; 2025Q3: 6,078 shares; 2025Q4: 6,328 shares 6,328 $1.08M 0.08% +250 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,250 shares; 2025Q1: 4,081 shares; 2025Q2: 3,645 shares; 2025Q3: 3,496 shares; 2025Q4: 3,232 shares 3,232 $1.07M 0.08% -264 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: 4,728 shares; 2024Q4: 4,589 shares; 2025Q1: 4,843 shares; 2025Q2: 5,709 shares; 2025Q3: 5,252 shares; 2025Q4: 5,788 shares 5,788 $1.03M 0.07% +536 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,023 shares; 2025Q1: 1,851 shares; 2025Q2: 2,488 shares; 2025Q3: 2,479 shares; 2025Q4: 2,472 shares 2,472 $1.02M 0.07% -7 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 658 shares; 2025Q1: 480 shares; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 10,480 shares 10,480 $996K 0.07% +10,000 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,042 shares; 2025Q1: 4,834 shares; 2025Q2: 4,795 shares; 2025Q3: 4,797 shares; 2025Q4: 4,857 shares 4,857 $996K 0.07% +60 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: not reported; 2025Q3: 605 shares; 2025Q4: 8,822 shares 8,822 $987K 0.07% +8,217 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 5,310 shares; 2025Q1: 5,352 shares; 2025Q2: 5,842 shares; 2025Q3: 5,872 shares; 2025Q4: 6,392 shares 6,392 $982K 0.07% +520 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,955 shares; 2024Q4: 13,227 shares; 2025Q1: 12,948 shares; 2025Q2: 11,087 shares; 2025Q3: 11,003 shares; 2025Q4: 10,752 shares 10,752 $978K 0.07% -251 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,474 shares; 2025Q1: 1,550 shares; 2025Q2: 1,591 shares; 2025Q3: 1,630 shares; 2025Q4: 1,706 shares 1,706 $977K 0.07% +76 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210,000 shares 210,000 $968K 0.07% new 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: 552 shares; 2024Q4: 489 shares; 2025Q1: 513 shares; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 4,272 shares 4,272 $950K 0.07% +3,747 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 6,673 shares 6,673 $944K 0.07% +6,549 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: 1,158 shares; 2024Q4: 1,178 shares; 2025Q1: 1,297 shares; 2025Q2: 1,177 shares; 2025Q3: 1,165 shares; 2025Q4: 1,142 shares 1,142 $937K 0.07% -23 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 148 shares; 2025Q1: 153 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 174 shares 174 $934K 0.07% +17 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: 1,846 shares; 2024Q4: 1,841 shares; 2025Q1: 1,874 shares; 2025Q2: 1,853 shares; 2025Q3: 1,855 shares; 2025Q4: 1,888 shares 1,888 $926K 0.07% +33 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 12,010 shares 12,010 $919K 0.07% +11,988 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: 2,799 shares; 2024Q4: 2,900 shares; 2025Q1: 2,943 shares; 2025Q2: 2,886 shares; 2025Q3: 2,872 shares; 2025Q4: 3,422 shares 3,422 $918K 0.07% +550 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 2,189 shares; 2025Q3: 1,692 shares; 2025Q4: 2,707 shares 2,707 $908K 0.07% +1,015 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: 843 shares; 2024Q4: 972 shares; 2025Q1: 955 shares; 2025Q2: 973 shares; 2025Q3: 974 shares; 2025Q4: 1,013 shares 1,013 $891K 0.06% +39 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 4,205 shares; 2025Q1: 4,230 shares; 2025Q2: 4,136 shares; 2025Q3: 4,306 shares; 2025Q4: 4,187 shares 4,187 $874K 0.06% -119 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,815 shares; 2024Q4: 9,127 shares; 2025Q1: 7,810 shares; 2025Q2: 7,574 shares; 2025Q3: 7,590 shares; 2025Q4: 8,257 shares 8,257 $869K 0.06% +667 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,561 shares; 2025Q1: 3,431 shares; 2025Q2: 3,464 shares; 2025Q3: 3,487 shares; 2025Q4: 3,506 shares 3,506 $858K 0.06% +19 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,325 shares; 2025Q1: 1,354 shares; 2025Q2: 1,428 shares; 2025Q3: 1,443 shares; 2025Q4: 1,505 shares 1,505 $852K 0.06% +62 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,401 shares 41,401 $843K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,218 shares; 2025Q1: 5,108 shares; 2025Q2: 4,518 shares; 2025Q3: 4,515 shares; 2025Q4: 4,863 shares 4,863 $832K 0.06% +348 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: 7,218 shares; 2024Q4: 10,807 shares; 2025Q1: 10,814 shares; 2025Q2: 11,425 shares; 2025Q3: 11,120 shares; 2025Q4: 15,267 shares 15,267 $821K 0.06% +4,147 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,170 shares; 2025Q1: 5,000 shares; 2025Q2: 4,737 shares; 2025Q3: 4,724 shares; 2025Q4: 4,698 shares 4,698 $815K 0.06% -26 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 8,968 shares; 2025Q1: 8,968 shares; 2025Q2: 8,968 shares; 2025Q3: 8,968 shares; 2025Q4: 10,701 shares 10,701 $807K 0.06% +1,733 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,945 shares 10,945 $806K 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 7,150 shares; 2025Q1: 7,029 shares; 2025Q2: 6,475 shares; 2025Q3: 6,460 shares; 2025Q4: 7,000 shares 7,000 $796K 0.06% +540 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: 1,078 shares; 2024Q4: 1,153 shares; 2025Q1: 1,188 shares; 2025Q2: 1,273 shares; 2025Q3: 1,324 shares; 2025Q4: 1,845 shares 1,845 $787K 0.06% +521 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,042 shares; 2025Q1: 6,288 shares; 2025Q2: 3,466 shares; 2025Q3: 3,132 shares; 2025Q4: 3,088 shares 3,088 $773K 0.06% -44 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: 2,412 shares; 2024Q4: 2,463 shares; 2025Q1: 2,475 shares; 2025Q2: 2,480 shares; 2025Q3: 2,489 shares; 2025Q4: 2,472 shares 2,472 $773K 0.06% -17 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: 3,045 shares; 2024Q4: 3,293 shares; 2025Q1: 4,661 shares; 2025Q2: 4,454 shares; 2025Q3: 4,977 shares; 2025Q4: 5,049 shares 5,049 $770K 0.06% +72 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 3,302 shares 3,302 $756K 0.05% +3,019 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,636 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 6,403 shares 6,403 $752K 0.05% +2,940 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: 709 shares; 2024Q4: 748 shares; 2025Q1: 1,035 shares; 2025Q2: 1,072 shares; 2025Q3: 1,114 shares; 2025Q4: 1,149 shares 1,149 $751K 0.05% +35 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 5,696 shares; 2025Q1: 5,535 shares; 2025Q2: 5,757 shares; 2025Q3: 5,914 shares; 2025Q4: 6,358 shares 6,358 $742K 0.05% +444 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,738 shares; 2025Q1: 2,919 shares; 2025Q2: 2,634 shares; 2025Q3: 2,631 shares; 2025Q4: 3,154 shares 3,154 $730K 0.05% +523 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: 5,008 shares; 2024Q4: 4,790 shares; 2025Q1: 4,767 shares; 2025Q2: 4,911 shares; 2025Q3: 5,029 shares; 2025Q4: 5,390 shares 5,390 $728K 0.05% +361 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,512 shares; 2024Q4: 5,348 shares; 2025Q1: 5,639 shares; 2025Q2: 6,375 shares; 2025Q3: 5,893 shares; 2025Q4: 5,802 shares 5,802 $727K 0.05% -91 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,151 shares; 2025Q1: 2,103 shares; 2025Q2: 2,091 shares; 2025Q3: 2,130 shares; 2025Q4: 2,067 shares 2,067 $727K 0.05% -63 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 627 shares; 2025Q2: 651 shares; 2025Q3: 656 shares; 2025Q4: 678 shares 678 $726K 0.05% +22 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,822 shares; 2024Q4: 5,676 shares; 2025Q1: 5,017 shares; 2025Q2: 4,410 shares; 2025Q3: 4,421 shares; 2025Q4: 5,047 shares 5,047 $724K 0.05% +626 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,988 shares; 2025Q1: 2,924 shares; 2025Q2: 3,430 shares; 2025Q3: 3,425 shares; 2025Q4: 3,932 shares 3,932 $721K 0.05% +507 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $714K 0.05% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 29,000 shares 29,000 $711K 0.05% new 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: 959 shares; 2024Q4: 987 shares; 2025Q1: 929 shares; 2025Q2: 982 shares; 2025Q3: 932 shares; 2025Q4: 4,638 shares 4,638 $710K 0.05% +3,706 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 131 shares; 2025Q1: 135 shares; 2025Q2: 133 shares; 2025Q3: 128 shares; 2025Q4: 207 shares 207 $702K 0.05% +79 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 3,087 shares; 2025Q2: 3,094 shares; 2025Q3: 3,074 shares; 2025Q4: 3,068 shares 3,068 $700K 0.05% -6 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183,500 shares 183,500 $697K 0.05% new Timeline VONV 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: 7,450 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares 7,450 $688K 0.05% 0 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: 1,880 shares; 2024Q4: 1,879 shares; 2025Q1: 1,981 shares; 2025Q2: 2,017 shares; 2025Q3: 1,867 shares; 2025Q4: 1,925 shares 1,925 $680K 0.05% +58 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,000 shares 38,000 $667K 0.05% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 617 shares; 2025Q1: 912 shares; 2025Q2: not reported; 2025Q3: 2,641 shares; 2025Q4: 27,115 shares 27,115 $663K 0.05% +24,474 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,580 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,580 shares 20,580 $659K 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,840 shares; 2025Q1: 2,641 shares; 2025Q2: 2,418 shares; 2025Q3: 2,499 shares; 2025Q4: 2,861 shares 2,861 $655K 0.05% +362 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 19,074 shares 19,074 $650K 0.05% +19,029 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,900 shares; 2025Q1: 2,990 shares; 2025Q2: 3,623 shares; 2025Q3: 3,729 shares; 2025Q4: 3,899 shares 3,899 $625K 0.05% +170 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 920 shares; 2025Q1: 1,004 shares; 2025Q2: 1,101 shares; 2025Q3: 1,112 shares; 2025Q4: 1,284 shares 1,284 $621K 0.04% +172 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,797 shares; 2025Q1: 1,720 shares; 2025Q2: 1,708 shares; 2025Q3: 1,720 shares; 2025Q4: 3,167 shares 3,167 $618K 0.04% +1,447 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: 348 shares; 2024Q4: 408 shares; 2025Q1: 406 shares; 2025Q2: 5,970 shares; 2025Q3: 6,032 shares; 2025Q4: 6,711 shares 6,711 $612K 0.04% +679 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,072 shares; 2025Q1: 1,062 shares; 2025Q2: 1,082 shares; 2025Q3: 1,078 shares; 2025Q4: 1,166 shares 1,166 $609K 0.04% +88 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,858 shares 2,858 $606K 0.04% +118 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,883 shares; 2025Q1: 2,864 shares; 2025Q2: 3,011 shares; 2025Q3: 3,044 shares; 2025Q4: 2,960 shares 2,960 $601K 0.04% -84 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,980 shares 74,980 $595K 0.04% 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: 1,319 shares; 2024Q4: 1,320 shares; 2025Q1: 1,362 shares; 2025Q2: 1,379 shares; 2025Q3: 1,354 shares; 2025Q4: 1,406 shares 1,406 $593K 0.04% +52 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,907 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 10,850 shares 10,850 $592K 0.04% +10,831 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,534 shares; 2025Q1: 3,037 shares; 2025Q2: not reported; 2025Q3: 3,037 shares; 2025Q4: 12,697 shares 12,697 $583K 0.04% +9,660 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 20,000 shares 20,000 $583K 0.04% new Timeline AMCR 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: not reported; 2025Q3: not reported; 2025Q4: 68,592 shares 68,592 $572K 0.04% new Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,073 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000 $568K 0.04% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,104 shares; 2025Q1: 6,982 shares; 2025Q2: 7,002 shares; 2025Q3: 7,314 shares; 2025Q4: 7,193 shares 7,193 $568K 0.04% -121 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: 9,030 shares; 2024Q4: 9,382 shares; 2025Q1: 9,126 shares; 2025Q2: 9,097 shares; 2025Q3: 9,020 shares; 2025Q4: 9,085 shares 9,085 $568K 0.04% +65 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,573 shares; 2025Q1: 1,531 shares; 2025Q2: 1,657 shares; 2025Q3: 1,656 shares; 2025Q4: 1,780 shares 1,780 $567K 0.04% +124 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 2,901 shares; 2025Q1: 3,535 shares; 2025Q2: not reported; 2025Q3: 4,712 shares; 2025Q4: 15,348 shares 15,348 $566K 0.04% +10,636 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,196 shares; 2025Q1: 1,183 shares; 2025Q2: 1,204 shares; 2025Q3: 1,218 shares; 2025Q4: 1,180 shares 1,180 $554K 0.04% -38 Timeline PACK RANPAK HOLDINGS CORP More: the full row for RANPAK HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,500 shares 101,500 $549K 0.04% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,002 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 2,640 shares 2,640 $547K 0.04% +980 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,263 shares; 2025Q1: 2,968 shares; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 12,029 shares 12,029 $545K 0.04% +9,029 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 21,202 shares 21,202 $543K 0.04% +20,142 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,546 shares; 2025Q1: 1,539 shares; 2025Q2: 1,548 shares; 2025Q3: 1,597 shares; 2025Q4: 3,414 shares 3,414 $540K 0.04% +1,817 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,929 shares; 2025Q1: 3,967 shares; 2025Q2: 4,447 shares; 2025Q3: 4,516 shares; 2025Q4: 4,652 shares 4,652 $540K 0.04% +136 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,081 shares; 2025Q1: 1,981 shares; 2025Q2: 1,960 shares; 2025Q3: 2,052 shares; 2025Q4: 1,529 shares 1,529 $535K 0.04% -523 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 4,517 shares; 2025Q1: 4,397 shares; 2025Q2: 4,021 shares; 2025Q3: 3,936 shares; 2025Q4: 3,589 shares 3,589 $535K 0.04% -347 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 247 shares; 2025Q2: 246 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $525K 0.04% 0 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $524K 0.04% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 26,175 shares 26,175 $516K 0.04% +25,000 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: 1,538 shares; 2024Q4: 1,555 shares; 2025Q1: 1,649 shares; 2025Q2: 1,768 shares; 2025Q3: 1,810 shares; 2025Q4: 1,894 shares 1,894 $514K 0.04% +84 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,737 shares; 2025Q4: 65,737 shares 65,737 $511K 0.04% +63,000 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 319 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 7,565 shares 7,565 $507K 0.04% +7,350 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,799 shares; 2025Q1: 1,790 shares; 2025Q2: 1,886 shares; 2025Q3: 1,873 shares; 2025Q4: 1,941 shares 1,941 $499K 0.04% +68 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares 17,000 $493K 0.04% new 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: 865 shares; 2024Q4: 865 shares; 2025Q1: 870 shares; 2025Q2: 880 shares; 2025Q3: 893 shares; 2025Q4: 889 shares 889 $490K 0.04% -4 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,288 shares; 2024Q4: 7,288 shares; 2025Q1: 1,228 shares; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: 7,151 shares 7,151 $489K 0.04% +5,820 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: 5,930 shares; 2024Q4: 5,551 shares; 2025Q1: 5,178 shares; 2025Q2: 5,514 shares; 2025Q3: 5,567 shares; 2025Q4: 6,083 shares 6,083 $488K 0.04% +516 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 15,812 shares; 2025Q1: 17,743 shares; 2025Q2: 19,796 shares; 2025Q3: 20,145 shares; 2025Q4: 19,364 shares 19,364 $481K 0.03% -781 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 936 shares; 2025Q1: 919 shares; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 9,130 shares 9,130 $481K 0.03% +8,179 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,000 shares 65,000 $478K 0.03% new 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: 2,152 shares; 2024Q4: 2,072 shares; 2025Q1: 1,811 shares; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 5,996 shares 5,996 $478K 0.03% +4,260 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,694 shares; 2025Q1: 2,778 shares; 2025Q2: 2,772 shares; 2025Q3: 2,845 shares; 2025Q4: 2,939 shares 2,939 $471K 0.03% +94 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: 1,906 shares; 2024Q4: 2,717 shares; 2025Q1: 2,840 shares; 2025Q2: 3,759 shares; 2025Q3: 3,589 shares; 2025Q4: 3,818 shares 3,818 $469K 0.03% +229 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,400 shares 53,400 $468K 0.03% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,093 shares; 2025Q1: 3,114 shares; 2025Q2: 3,154 shares; 2025Q3: 3,207 shares; 2025Q4: 3,193 shares 3,193 $460K 0.03% -14 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 2,907 shares; 2025Q1: 2,993 shares; 2025Q2: 3,749 shares; 2025Q3: 3,902 shares; 2025Q4: 3,924 shares 3,924 $460K 0.03% +22 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,127 shares; 2025Q1: 2,279 shares; 2025Q2: 2,314 shares; 2025Q3: 2,438 shares; 2025Q4: 2,479 shares 2,479 $446K 0.03% +41 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,867 shares; 2025Q1: 4,184 shares; 2025Q2: 4,208 shares; 2025Q3: 4,197 shares; 2025Q4: 8,258 shares 8,258 $445K 0.03% +4,061 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,824 shares; 2025Q1: 2,057 shares; 2025Q2: 1,798 shares; 2025Q3: 1,878 shares; 2025Q4: 1,798 shares 1,798 $443K 0.03% -80 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,056 shares; 2024Q4: 566 shares; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 10,013 shares 10,013 $436K 0.03% +9,472 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 13,340 shares 13,340 $434K 0.03% +13,318 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,442 shares; 2025Q1: 6,442 shares; 2025Q2: 5,572 shares; 2025Q3: 5,606 shares; 2025Q4: 5,588 shares 5,588 $433K 0.03% -18 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 5,063 shares 5,063 $433K 0.03% +4,967 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 50 shares; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 245 shares; 2025Q4: 14,972 shares 14,972 $432K 0.03% +14,727 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 11,154 shares; 2025Q3: 11,183 shares; 2025Q4: 11,436 shares 11,436 $429K 0.03% +253 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,619 shares; 2024Q4: 10,619 shares; 2025Q1: 10,347 shares; 2025Q2: 10,555 shares; 2025Q3: 10,729 shares; 2025Q4: 11,556 shares 11,556 $428K 0.03% +827 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: 7 shares; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 1,641 shares 1,641 $420K 0.03% +1,614 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $414K 0.03% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 5,081 shares 5,081 $412K 0.03% +5,000 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,836 shares 23,836 $408K 0.03% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 676 shares; 2025Q1: 690 shares; 2025Q2: 817 shares; 2025Q3: 851 shares; 2025Q4: 868 shares 868 $405K 0.03% +17 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 945 shares; 2025Q1: 933 shares; 2025Q2: 1,004 shares; 2025Q3: 987 shares; 2025Q4: 1,296 shares 1,296 $404K 0.03% +309 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 243 shares; 2025Q3: 242 shares; 2025Q4: 239 shares 239 $404K 0.03% -3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 620 shares; 2025Q1: 633 shares; 2025Q2: 733 shares; 2025Q3: 744 shares; 2025Q4: 785 shares 785 $401K 0.03% +41 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 1,921 shares; 2025Q1: 2,032 shares; 2025Q2: 1,946 shares; 2025Q3: 1,965 shares; 2025Q4: 1,985 shares 1,985 $391K 0.03% +20 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,985 shares; 2024Q4: 15,817 shares; 2025Q1: 16,319 shares; 2025Q2: 15,820 shares; 2025Q3: 15,431 shares; 2025Q4: 15,651 shares 15,651 $391K 0.03% +220 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,229 shares; 2025Q1: 4,205 shares; 2025Q2: 4,452 shares; 2025Q3: 4,567 shares; 2025Q4: 4,945 shares 4,945 $391K 0.03% +378 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 889 shares; 2025Q1: 850 shares; 2025Q2: 859 shares; 2025Q3: 853 shares; 2025Q4: 837 shares 837 $390K 0.03% -16 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,578 shares; 2025Q3: 2,732 shares; 2025Q4: 2,969 shares 2,969 $389K 0.03% +237 Timeline SDHC SMITH DOUGLAS HOMES CORP More: the full row for SMITH DOUGLAS HOMES 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: 23,000 shares 23,000 $386K 0.03% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,461 shares; 2024Q4: 10,556 shares; 2025Q1: 10,245 shares; 2025Q2: 9,694 shares; 2025Q3: 9,658 shares; 2025Q4: 9,411 shares 9,411 $385K 0.03% -247 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,843 shares; 2025Q1: 3,909 shares; 2025Q2: 4,608 shares; 2025Q3: 4,421 shares; 2025Q4: 4,404 shares 4,404 $384K 0.03% -17 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,029 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 22,005 shares 22,005 $384K 0.03% +22,000 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 14,750 shares; 2025Q1: 10,263 shares; 2025Q2: 9,255 shares; 2025Q3: 7,423 shares; 2025Q4: 12,667 shares 12,667 $379K 0.03% +5,244 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 259 shares; 2025Q1: 327 shares; 2025Q2: not reported; 2025Q3: 361 shares; 2025Q4: 2,970 shares 2,970 $379K 0.03% +2,609 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 934 shares; 2025Q1: 2,533 shares; 2025Q2: 2,589 shares; 2025Q3: 2,620 shares; 2025Q4: 2,766 shares 2,766 $378K 0.03% +146 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $377K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 577 shares; 2025Q1: 644 shares; 2025Q2: 642 shares; 2025Q3: 651 shares; 2025Q4: 656 shares 656 $374K 0.03% +5 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 10,000 shares 10,000 $374K 0.03% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,281 shares; 2025Q1: 5,791 shares; 2025Q2: 5,747 shares; 2025Q3: 5,770 shares; 2025Q4: 5,994 shares 5,994 $371K 0.03% +224 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 421 shares; 2025Q1: 399 shares; 2025Q2: 438 shares; 2025Q3: 440 shares; 2025Q4: 478 shares 478 $369K 0.03% +38 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 289 shares; 2025Q1: 290 shares; 2025Q2: not reported; 2025Q3: 1,036 shares; 2025Q4: 11,337 shares 11,337 $366K 0.03% +10,301 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 10,316 shares 10,316 $362K 0.03% +10,197 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,862 shares; 2025Q1: 3,199 shares; 2025Q2: 3,454 shares; 2025Q3: 3,407 shares; 2025Q4: 3,589 shares 3,589 $359K 0.03% +182 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 8,454 shares; 2025Q1: 8,177 shares; 2025Q2: 8,497 shares; 2025Q3: 9,167 shares; 2025Q4: 8,742 shares 8,742 $356K 0.03% -425 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 852 shares; 2025Q1: 860 shares; 2025Q2: 879 shares; 2025Q3: 876 shares; 2025Q4: 914 shares 914 $356K 0.03% +38 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $355K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,363 shares; 2025Q1: 1,115 shares; 2025Q2: 1,130 shares; 2025Q3: 1,189 shares; 2025Q4: 1,218 shares 1,218 $353K 0.03% +29 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,223 shares; 2025Q1: 1,185 shares; 2025Q2: 1,171 shares; 2025Q3: 1,178 shares; 2025Q4: 1,203 shares 1,203 $353K 0.03% +25 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900 $352K 0.03% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,167 shares; 2025Q1: 3,168 shares; 2025Q2: not reported; 2025Q3: 4,086 shares; 2025Q4: 4,318 shares 4,318 $351K 0.03% +232 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: 1,366 shares; 2024Q4: 1,282 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares 1,214 $350K 0.03% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,500 shares 28,500 $349K 0.03% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 5,330 shares 5,330 $348K 0.03% +5,322 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,888 shares; 2025Q1: 2,860 shares; 2025Q2: 2,897 shares; 2025Q3: 2,897 shares; 2025Q4: 2,945 shares 2,945 $345K 0.02% +48 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: 2,953 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,758 shares 2,758 $340K 0.02% +274 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,125 shares; 2025Q1: 1,047 shares; 2025Q2: 1,033 shares; 2025Q3: 1,034 shares; 2025Q4: 1,090 shares 1,090 $338K 0.02% +56 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: 567 shares; 2024Q4: 502 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 501 shares 501 $338K 0.02% +36 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: 1,788 shares; 2024Q4: 1,710 shares; 2025Q1: 1,645 shares; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 1,738 shares 1,738 $336K 0.02% +63 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,318 shares; 2025Q1: 2,451 shares; 2025Q2: 2,653 shares; 2025Q3: 2,865 shares; 2025Q4: 2,915 shares 2,915 $336K 0.02% +50 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: 1,257 shares; 2024Q4: 1,261 shares; 2025Q1: 1,241 shares; 2025Q2: 1,245 shares; 2025Q3: 1,248 shares; 2025Q4: 1,106 shares 1,106 $336K 0.02% -142 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,252 shares; 2024Q4: 11,184 shares; 2025Q1: 12,878 shares; 2025Q2: 13,069 shares; 2025Q3: 13,612 shares; 2025Q4: 13,453 shares 13,453 $335K 0.02% -159 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,963 shares; 2025Q1: 3,694 shares; 2025Q2: 3,703 shares; 2025Q3: 3,753 shares; 2025Q4: 3,888 shares 3,888 $333K 0.02% +135 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 4,599 shares; 2025Q1: 5,020 shares; 2025Q2: 5,301 shares; 2025Q3: 5,417 shares; 2025Q4: 7,621 shares 7,621 $332K 0.02% +2,204 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 496 shares; 2025Q1: 525 shares; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 4,912 shares 4,912 $331K 0.02% +4,324 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 379 shares; 2025Q1: 364 shares; 2025Q2: 367 shares; 2025Q3: 348 shares; 2025Q4: 325 shares 325 $328K 0.02% -23 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 15,000 shares 15,000 $327K 0.02% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,049 shares; 2025Q1: 1,882 shares; 2025Q2: 1,947 shares; 2025Q3: 1,992 shares; 2025Q4: 1,871 shares 1,871 $324K 0.02% -121 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $324K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 2,703 shares; 2025Q1: 2,926 shares; 2025Q2: 3,393 shares; 2025Q3: 3,504 shares; 2025Q4: 3,965 shares 3,965 $324K 0.02% +461 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,488 shares; 2025Q1: 1,280 shares; 2025Q2: 1,171 shares; 2025Q3: 1,179 shares; 2025Q4: 923 shares 923 $324K 0.02% -256 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,756 shares; 2025Q1: 2,418 shares; 2025Q2: 3,058 shares; 2025Q3: 3,041 shares; 2025Q4: 3,239 shares 3,239 $322K 0.02% +198 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,139 shares; 2025Q1: 2,535 shares; 2025Q2: 2,452 shares; 2025Q3: 2,613 shares; 2025Q4: 2,523 shares 2,523 $314K 0.02% -90 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 191 shares; 2025Q1: 190 shares; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 2,303 shares 2,303 $314K 0.02% +2,057 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,068 shares 18,068 $313K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,059 shares; 2025Q1: 1,171 shares; 2025Q2: 1,252 shares; 2025Q3: 1,260 shares; 2025Q4: 1,130 shares 1,130 $311K 0.02% -130 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 3,434 shares; 2025Q1: 2,908 shares; 2025Q2: 2,969 shares; 2025Q3: 2,721 shares; 2025Q4: 3,322 shares 3,322 $311K 0.02% +601 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: 1,233 shares; 2024Q4: 1,111 shares; 2025Q1: 1,131 shares; 2025Q2: 1,306 shares; 2025Q3: 1,370 shares; 2025Q4: 1,431 shares 1,431 $311K 0.02% +61 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,057 shares; 2025Q1: 2,032 shares; 2025Q2: 2,029 shares; 2025Q3: 2,033 shares; 2025Q4: 2,047 shares 2,047 $310K 0.02% +14 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,179 shares; 2025Q1: 2,948 shares; 2025Q2: 2,911 shares; 2025Q3: 2,770 shares; 2025Q4: 2,735 shares 2,735 $309K 0.02% -35 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest 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: 7,500 shares 7,500 $306K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,049 shares; 2025Q1: 2,013 shares; 2025Q2: 1,933 shares; 2025Q3: 1,899 shares; 2025Q4: 1,876 shares 1,876 $305K 0.02% -23 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 537 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 550 shares 550 $305K 0.02% -4 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 855 shares; 2025Q2: 840 shares; 2025Q3: 843 shares; 2025Q4: 842 shares 842 $303K 0.02% -1 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,693 shares 4,693 $301K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,722 shares; 2025Q1: 1,366 shares; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 6,414 shares 6,414 $298K 0.02% +3,784 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,470 shares; 2025Q1: 2,665 shares; 2025Q2: 2,486 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares 2,454 $297K 0.02% 0 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: 423 shares; 2025Q1: 179 shares; 2025Q2: not reported; 2025Q3: 239 shares; 2025Q4: 20,239 shares 20,239 $295K 0.02% +20,000 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 843 shares; 2025Q3: 844 shares; 2025Q4: 824 shares 824 $294K 0.02% -20 Timeline GLOBAL INDEMNITY GROUP LLC … GLOBAL INDEMNITY GROUP LLC COM CL… More: the full row for GLOBAL INDEMNITY GROUP LLC COM CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,790 shares; 2025Q1: 9,885 shares; 2025Q2: 9,989 shares; 2025Q3: 9,989 shares; 2025Q4: 10,232 shares 10,232 $290K 0.02% +243 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: 2,512 shares; 2024Q4: 3,256 shares; 2025Q1: 3,224 shares; 2025Q2: 3,455 shares; 2025Q3: 3,431 shares; 2025Q4: 3,043 shares 3,043 $290K 0.02% -388 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,885 shares; 2025Q1: 3,700 shares; 2025Q2: 3,701 shares; 2025Q3: 3,715 shares; 2025Q4: 3,647 shares 3,647 $289K 0.02% -68 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: 759 shares; 2024Q4: 995 shares; 2025Q1: 1,245 shares; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,554 shares 1,554 $288K 0.02% +242 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 977 shares; 2025Q1: 933 shares; 2025Q2: 960 shares; 2025Q3: 963 shares; 2025Q4: 1,000 shares 1,000 $287K 0.02% +37 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 6,399 shares 6,399 $286K 0.02% +6,185 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,021 shares; 2025Q1: 1,133 shares; 2025Q2: 1,284 shares; 2025Q3: 1,286 shares; 2025Q4: 1,288 shares 1,288 $283K 0.02% +2 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 202 shares 202 $282K 0.02% -1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 2,916 shares; 2025Q1: 2,847 shares; 2025Q2: 3,232 shares; 2025Q3: 3,293 shares; 2025Q4: 3,213 shares 3,213 $280K 0.02% -80 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $278K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,626 shares; 2025Q1: 1,713 shares; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 1,782 shares 1,782 $275K 0.02% +97 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 942 shares; 2025Q3: 949 shares; 2025Q4: 940 shares 940 $272K 0.02% -9 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,903 shares; 2025Q1: 3,033 shares; 2025Q2: 2,984 shares; 2025Q3: 2,959 shares; 2025Q4: 3,209 shares 3,209 $270K 0.02% +250 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 2,160 shares; 2025Q1: 2,095 shares; 2025Q2: 2,012 shares; 2025Q3: 2,076 shares; 2025Q4: 2,079 shares 2,079 $268K 0.02% +3 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest 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: 20,000 shares 20,000 $267K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 1,927 shares; 2025Q1: 1,855 shares; 2025Q2: 1,815 shares; 2025Q3: 1,985 shares; 2025Q4: 2,067 shares 2,067 $267K 0.02% +82 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,334 shares; 2025Q3: 3,326 shares; 2025Q4: 3,302 shares 3,302 $263K 0.02% -24 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 1,372 shares; 2025Q1: 2,468 shares; 2025Q2: 2,340 shares; 2025Q3: 2,425 shares; 2025Q4: 2,722 shares 2,722 $262K 0.02% +297 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 6,371 shares; 2025Q1: 11,644 shares; 2025Q2: 11,515 shares; 2025Q3: 10,551 shares; 2025Q4: 10,862 shares 10,862 $261K 0.02% +311 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: 611 shares; 2025Q2: 632 shares; 2025Q3: 624 shares; 2025Q4: 624 shares 624 $260K 0.02% 0 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 3,527 shares 3,527 $258K 0.02% +3,500 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,700 shares 8,700 $258K 0.02% new 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: 1,180 shares; 2024Q4: 1,154 shares; 2025Q1: 1,128 shares; 2025Q2: 1,181 shares; 2025Q3: 1,258 shares; 2025Q4: 1,300 shares 1,300 $254K 0.02% +42 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: 540 shares; 2024Q4: 491 shares; 2025Q1: 513 shares; 2025Q2: 475 shares; 2025Q3: 501 shares; 2025Q4: 557 shares 557 $253K 0.02% +56 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 331 shares; 2025Q1: 310 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares 308 $249K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 981 shares; 2025Q1: 922 shares; 2025Q2: 1,003 shares; 2025Q3: 1,061 shares; 2025Q4: 997 shares 997 $245K 0.02% -64 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: 138 shares; 2024Q4: 139 shares; 2025Q1: 148 shares; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 202 shares 202 $245K 0.02% +32 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,702 shares; 2025Q2: 1,863 shares; 2025Q3: 1,804 shares; 2025Q4: 1,814 shares 1,814 $245K 0.02% +10 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 611 shares; 2025Q1: 603 shares; 2025Q2: 652 shares; 2025Q3: 714 shares; 2025Q4: 717 shares 717 $243K 0.02% +3 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,523 shares; 2025Q1: 3,489 shares; 2025Q2: 4,275 shares; 2025Q3: 4,204 shares; 2025Q4: 4,199 shares 4,199 $242K 0.02% -5 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 2,028 shares 2,028 $241K 0.02% +2,024 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,013 shares 3,013 $239K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 8,722 shares; 2025Q1: 8,691 shares; 2025Q2: 8,823 shares; 2025Q3: 8,866 shares; 2025Q4: 8,810 shares 8,810 $239K 0.02% -56 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: 3,529 shares; 2024Q4: 3,692 shares; 2025Q1: 3,219 shares; 2025Q2: 3,233 shares; 2025Q3: 3,246 shares; 2025Q4: 3,288 shares 3,288 $238K 0.02% +42 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,627 shares; 2024Q4: 628 shares; 2025Q1: 627 shares; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 13,170 shares 13,170 $238K 0.02% +12,411 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,630 shares; 2025Q1: 1,681 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,707 shares 1,707 $235K 0.02% -13 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,918 shares; 2025Q1: 9,526 shares; 2025Q2: 9,185 shares; 2025Q3: 8,868 shares; 2025Q4: 11,756 shares 11,756 $235K 0.02% +2,888 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,681 shares; 2025Q1: 3,563 shares; 2025Q2: 3,610 shares; 2025Q3: 3,701 shares; 2025Q4: 3,651 shares 3,651 $235K 0.02% -50 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,423 shares; 2024Q4: 765 shares; 2025Q1: 672 shares; 2025Q2: not reported; 2025Q3: 848 shares; 2025Q4: 15,808 shares 15,808 $233K 0.02% +14,960 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 1,654 shares; 2025Q1: 1,689 shares; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 2,312 shares 2,312 $231K 0.02% +472 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: 683 shares; 2024Q4: 665 shares; 2025Q1: 492 shares; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 540 shares 540 $227K 0.02% +3 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 6,212 shares; 2025Q1: 6,156 shares; 2025Q2: 6,305 shares; 2025Q3: 6,574 shares; 2025Q4: 5,765 shares 5,765 $226K 0.02% -809 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 960 shares; 2025Q1: 1,016 shares; 2025Q2: 1,007 shares; 2025Q3: 986 shares; 2025Q4: 914 shares 914 $226K 0.02% -72 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 774 shares; 2025Q1: 816 shares; 2025Q2: 846 shares; 2025Q3: 881 shares; 2025Q4: 855 shares 855 $224K 0.02% -26 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 1,600 shares; 2025Q1: 968 shares; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 12,926 shares 12,926 $224K 0.02% +10,280 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 925 shares; 2025Q1: 928 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,056 shares 1,056 $224K 0.02% -15 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 402 shares; 2025Q1: 398 shares; 2025Q2: 443 shares; 2025Q3: 459 shares; 2025Q4: 437 shares 437 $223K 0.02% -22 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,510 shares; 2025Q1: 3,004 shares; 2025Q2: 3,070 shares; 2025Q3: 3,068 shares; 2025Q4: 3,323 shares 3,323 $223K 0.02% +255 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $222K 0.02% new Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 10,345 shares 10,345 $221K 0.02% +10,000 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 3,508 shares 3,508 $219K 0.02% +1,952 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,518 shares; 2025Q1: 1,483 shares; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares 1,540 $219K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,502 shares; 2025Q1: 1,806 shares; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,710 shares 1,710 $218K 0.02% +323 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 721 shares; 2025Q1: 699 shares; 2025Q2: 724 shares; 2025Q3: 723 shares; 2025Q4: 671 shares 671 $217K 0.02% -52 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 578 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 588 shares 588 $217K 0.02% +6 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 4,935 shares; 2025Q1: 5,647 shares; 2025Q2: not reported; 2025Q3: 5,890 shares; 2025Q4: 5,950 shares 5,950 $216K 0.02% +60 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,171 shares 3,171 $216K 0.02% new 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: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 986 shares 986 $214K 0.02% +5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,113 shares; 2025Q1: 1,073 shares; 2025Q2: 1,135 shares; 2025Q3: 1,117 shares; 2025Q4: 1,163 shares 1,163 $214K 0.02% +46 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,616 shares; 2025Q1: 1,433 shares; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 1,611 shares 1,611 $214K 0.02% +183 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,399 shares; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,420 shares 1,420 $213K 0.02% +59 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $212K 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares 3,210 $212K 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,917 shares 1,917 $211K 0.02% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,311 shares; 2024Q4: 15,311 shares; 2025Q1: 15,311 shares; 2025Q2: 15,311 shares; 2025Q3: 15,311 shares; 2025Q4: 15,311 shares 15,311 $208K 0.01% 0 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: 581 shares; 2024Q4: 584 shares; 2025Q1: 593 shares; 2025Q2: not reported; 2025Q3: 581 shares; 2025Q4: 698 shares 698 $207K 0.01% +117 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,127 shares; 2025Q1: 2,177 shares; 2025Q2: 2,475 shares; 2025Q3: 2,416 shares; 2025Q4: 2,593 shares 2,593 $206K 0.01% +177 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,237 shares; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,213 shares 1,213 $206K 0.01% -5 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,200 shares; 2025Q1: 1,209 shares; 2025Q2: 1,533 shares; 2025Q3: 1,597 shares; 2025Q4: 1,171 shares 1,171 $206K 0.01% -426 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,174 shares; 2025Q1: 3,377 shares; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,510 shares 3,510 $205K 0.01% +300 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,199 shares 16,199 $204K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 469 shares; 2025Q1: 528 shares; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 718 shares 718 $203K 0.01% +19 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 248 shares; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 1,618 shares 1,618 $203K 0.01% +1,349 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: 10,384 shares; 2024Q4: 10,645 shares; 2025Q1: 10,652 shares; 2025Q2: 10,059 shares; 2025Q3: 11,089 shares; 2025Q4: 11,823 shares 11,823 $202K 0.01% +734 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 6,119 shares 6,119 $200K 0.01% +4,031 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 833 shares; 2025Q1: 853 shares; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 959 shares 959 $200K 0.01% +14 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,508 shares; 2025Q1: 2,029 shares; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 9,292 shares 9,292 $199K 0.01% +7,237 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 469 shares; 2025Q1: 488 shares; 2025Q2: not reported; 2025Q3: 496 shares; 2025Q4: 586 shares 586 $198K 0.01% +90 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,636 shares; 2025Q1: 1,415 shares; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 1,645 shares 1,645 $198K 0.01% +230 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 533 shares; 2025Q1: 569 shares; 2025Q2: 776 shares; 2025Q3: 775 shares; 2025Q4: 866 shares 866 $197K 0.01% +91 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,789 shares; 2025Q1: 1,737 shares; 2025Q2: not reported; 2025Q3: 2,223 shares; 2025Q4: 2,352 shares 2,352 $196K 0.01% +129 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,327 shares; 2025Q1: 1,279 shares; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 1,429 shares 1,429 $195K 0.01% -10 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 2,891 shares; 2025Q1: 3,060 shares; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares 3,081 $193K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 817 shares; 2025Q1: 803 shares; 2025Q2: 806 shares; 2025Q3: 795 shares; 2025Q4: 801 shares 801 $193K 0.01% +6 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $193K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,179 shares; 2025Q1: 1,906 shares; 2025Q2: 1,929 shares; 2025Q3: 1,811 shares; 2025Q4: 1,858 shares 1,858 $191K 0.01% +47 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,257 shares; 2025Q1: 1,311 shares; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,215 shares 1,215 $190K 0.01% +41 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,382 shares; 2025Q1: 5,382 shares; 2025Q2: not reported; 2025Q3: 5,382 shares; 2025Q4: 5,382 shares 5,382 $189K 0.01% 0 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: 721 shares; 2024Q4: 721 shares; 2025Q1: 722 shares; 2025Q2: not reported; 2025Q3: 2,918 shares; 2025Q4: 2,919 shares 2,919 $188K 0.01% +1 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 85 shares; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 978 shares 978 $187K 0.01% +60 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: 1,800 shares; 2024Q4: 1,674 shares; 2025Q1: 1,720 shares; 2025Q2: not reported; 2025Q3: 1,926 shares; 2025Q4: 1,900 shares 1,900 $185K 0.01% -26 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,072 shares; 2025Q1: 2,095 shares; 2025Q2: not reported; 2025Q3: 2,851 shares; 2025Q4: 3,456 shares 3,456 $184K 0.01% +605 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: 725 shares; 2024Q4: 729 shares; 2025Q1: 747 shares; 2025Q2: not reported; 2025Q3: 769 shares; 2025Q4: 781 shares 781 $183K 0.01% +12 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: 2,701 shares; 2024Q4: 4,995 shares; 2025Q1: 4,995 shares; 2025Q2: not reported; 2025Q3: 4,901 shares; 2025Q4: 4,892 shares 4,892 $183K 0.01% -9 Timeline RENT RENT THE RUNWAY INC More: the full row for RENT THE RUNWAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares 23,000 $182K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 317 shares; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 329 shares 329 $182K 0.01% -1 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 137 shares; 2025Q3: 144 shares; 2025Q4: 136 shares 136 $181K 0.01% -8 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 520 shares; 2025Q1: 496 shares; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 531 shares 531 $180K 0.01% +20 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,029 shares; 2025Q1: 1,646 shares; 2025Q2: not reported; 2025Q3: 2,062 shares; 2025Q4: 2,269 shares 2,269 $180K 0.01% +207 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,299 shares; 2025Q1: 3,794 shares; 2025Q2: 3,604 shares; 2025Q3: 3,471 shares; 2025Q4: 3,379 shares 3,379 $179K 0.01% -92 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,405 shares 5,405 $177K 0.01% new 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286 shares 286 $176K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 2,910 shares; 2025Q1: 2,401 shares; 2025Q2: 2,272 shares; 2025Q3: 1,934 shares; 2025Q4: 1,796 shares 1,796 $176K 0.01% -138 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,110 shares; 2025Q1: 2,805 shares; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 2,969 shares 2,969 $174K 0.01% +87 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,428 shares; 2025Q1: 4,098 shares; 2025Q2: 4,288 shares; 2025Q3: 4,306 shares; 2025Q4: 3,990 shares 3,990 $173K 0.01% -316 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,319 shares; 2025Q1: 2,402 shares; 2025Q2: 2,592 shares; 2025Q3: 2,550 shares; 2025Q4: 1,990 shares 1,990 $172K 0.01% -560 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 595 shares; 2025Q1: 508 shares; 2025Q2: not reported; 2025Q3: 632 shares; 2025Q4: 629 shares 629 $172K 0.01% -3 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,476 shares; 2025Q1: 1,556 shares; 2025Q2: not reported; 2025Q3: 1,944 shares; 2025Q4: 2,011 shares 2,011 $171K 0.01% +67 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,302 shares; 2025Q1: 1,340 shares; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,557 shares 1,557 $170K 0.01% +147 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,967 shares; 2025Q1: 1,736 shares; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,721 shares 1,721 $170K 0.01% -29 Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $169K 0.01% new Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,472 shares; 2024Q4: 22,472 shares; 2025Q1: 11,354 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $168K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 234 shares; 2025Q1: 236 shares; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 247 shares 247 $167K 0.01% +6 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,542 shares; 2025Q1: 1,466 shares; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,495 shares 1,495 $167K 0.01% -3 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: 190 shares; 2024Q4: 202 shares; 2025Q1: 224 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 355 shares 355 $166K 0.01% +72 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,488 shares; 2025Q1: 2,385 shares; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 3,271 shares 3,271 $166K 0.01% +216 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 4,609 shares; 2025Q1: 4,514 shares; 2025Q2: not reported; 2025Q3: 4,688 shares; 2025Q4: 4,530 shares 4,530 $166K 0.01% -158 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,448 shares; 2025Q1: 2,244 shares; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,417 shares 2,417 $163K 0.01% -96 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,725 shares; 2025Q1: 1,765 shares; 2025Q2: not reported; 2025Q3: 2,236 shares; 2025Q4: 2,339 shares 2,339 $162K 0.01% +103 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: 40 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $161K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,414 shares; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 2,319 shares; 2025Q4: 2,985 shares 2,985 $161K 0.01% +666 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,588 shares; 2025Q1: 4,808 shares; 2025Q2: not reported; 2025Q3: 5,268 shares; 2025Q4: 5,495 shares 5,495 $161K 0.01% +227 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 228 shares; 2025Q1: 374 shares; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: 476 shares 476 $160K 0.01% +17 Timeline BRZE BRAZE INC More: the full row for BRAZE 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: 4,672 shares; 2025Q4: 4,672 shares 4,672 $160K 0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 601 shares; 2025Q1: 472 shares; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 615 shares 615 $159K 0.01% +96 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 529 shares; 2025Q1: 578 shares; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 744 shares 744 $159K 0.01% +47 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,049 shares; 2025Q1: 1,995 shares; 2025Q2: not reported; 2025Q3: 2,056 shares; 2025Q4: 2,129 shares 2,129 $159K 0.01% +73 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $158K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,955 shares; 2025Q1: 1,978 shares; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 1,887 shares 1,887 $157K 0.01% -123 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: 240 shares; 2024Q4: 276 shares; 2025Q1: 273 shares; 2025Q2: 286 shares; 2025Q3: 298 shares; 2025Q4: 204 shares 204 $156K 0.01% -94 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 1,380 shares; 2025Q1: 1,242 shares; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 2,030 shares 2,030 $156K 0.01% +402 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: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,769 shares; 2025Q2: 1,818 shares; 2025Q3: 1,823 shares; 2025Q4: 1,627 shares 1,627 $155K 0.01% -196 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: 871 shares; 2024Q4: 873 shares; 2025Q1: 887 shares; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 962 shares 962 $155K 0.01% +2 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 331 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 830 shares 830 $154K 0.01% +205 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 2,876 shares 2,876 $152K 0.01% +2,619 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,777 shares; 2025Q1: 2,741 shares; 2025Q2: not reported; 2025Q3: 3,296 shares; 2025Q4: 4,408 shares 4,408 $152K 0.01% +1,112 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: 1,371 shares; 2024Q4: 1,382 shares; 2025Q1: 1,436 shares; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,383 shares 1,383 $150K 0.01% -57 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 8 shares; 2025Q1: 395 shares; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 9,137 shares 9,137 $149K 0.01% +8,840 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 1,846 shares 1,846 $148K 0.01% +1,731 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: 1,477 shares; 2025Q4: 2,977 shares 2,977 $148K 0.01% +1,500 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: 1,197 shares; 2024Q4: 1,262 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 1,401 shares 1,401 $148K 0.01% -140 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 250 shares; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 274 shares 274 $146K 0.01% +2 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,196 shares; 2025Q1: 1,199 shares; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,210 shares 1,210 $146K 0.01% +6 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,506 shares; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,523 shares 1,523 $145K 0.01% -65 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 197 shares; 2025Q1: 202 shares; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 239 shares 239 $145K 0.01% +19 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 3,831 shares; 2025Q4: 6,474 shares 6,474 $144K 0.01% +2,643 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,367 shares; 2025Q1: 5,428 shares; 2025Q2: not reported; 2025Q3: 5,825 shares; 2025Q4: 5,552 shares 5,552 $143K 0.01% -273 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 989 shares; 2025Q1: 1,064 shares; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 924 shares 924 $143K 0.01% -70 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 999 shares 999 $142K 0.01% +903 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,572 shares; 2025Q2: not reported; 2025Q3: 1,824 shares; 2025Q4: 2,009 shares 2,009 $142K 0.01% +185 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 292 shares; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 1,812 shares 1,812 $141K 0.01% +1,400 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,242 shares; 2025Q1: 1,305 shares; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,601 shares 1,601 $141K 0.01% +61 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,381 shares; 2025Q1: 3,430 shares; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,080 shares 3,080 $140K 0.01% +72 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,479 shares; 2025Q1: 1,551 shares; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,639 shares 1,639 $140K 0.01% -97 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,127 shares; 2024Q4: 6,923 shares; 2025Q1: 6,657 shares; 2025Q2: not reported; 2025Q3: 7,856 shares; 2025Q4: 6,230 shares 6,230 $139K 0.01% -1,626 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,135 shares; 2025Q1: 3,948 shares; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 4,002 shares 4,002 $138K 0.01% -60 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 659 shares 659 $138K 0.01% +2 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares 1,568 $138K 0.01% 0 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: 699 shares; 2024Q4: 701 shares; 2025Q1: 765 shares; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 1,052 shares 1,052 $137K 0.01% +152 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 959 shares; 2025Q1: 877 shares; 2025Q2: 861 shares; 2025Q3: 811 shares; 2025Q4: 658 shares 658 $137K 0.01% -153 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 384 shares 384 $136K 0.01% +17 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: 5,914 shares; 2024Q4: 5,914 shares; 2025Q1: 5,915 shares; 2025Q2: not reported; 2025Q3: 5,960 shares; 2025Q4: 6,148 shares 6,148 $136K 0.01% +188 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 573 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 660 shares 660 $134K 0.01% +78 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 125 shares 125 $134K 0.01% +104 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: 3,446 shares; 2024Q4: 3,087 shares; 2025Q1: 3,088 shares; 2025Q2: not reported; 2025Q3: 5,114 shares; 2025Q4: 4,859 shares 4,859 $134K 0.01% -255 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 913 shares; 2025Q1: 828 shares; 2025Q2: not reported; 2025Q3: 852 shares; 2025Q4: 1,187 shares 1,187 $133K 0.01% +335 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,239 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 3,501 shares; 2025Q4: 3,436 shares 3,436 $132K 0.01% -65 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 650 shares; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 689 shares 689 $132K 0.01% -17 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 750 shares; 2025Q1: 727 shares; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 701 shares 701 $132K 0.01% -39 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 734 shares; 2025Q1: 658 shares; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 810 shares 810 $132K 0.01% +63 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 523 shares 523 $131K 0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,913 shares; 2025Q1: 1,936 shares; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,896 shares 1,896 $131K 0.01% +18 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,828 shares; 2025Q1: 2,431 shares; 2025Q2: not reported; 2025Q3: 2,274 shares; 2025Q4: 2,786 shares 2,786 $130K 0.01% +512 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,475 shares; 2025Q1: 1,383 shares; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: 2,724 shares 2,724 $130K 0.01% +929 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,213 shares; 2025Q1: 1,303 shares; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 1,859 shares 1,859 $130K 0.01% +481 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,738 shares; 2025Q1: 2,797 shares; 2025Q2: not reported; 2025Q3: 2,826 shares; 2025Q4: 2,724 shares 2,724 $130K 0.01% -102 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,626 shares; 2025Q1: 2,188 shares; 2025Q2: not reported; 2025Q3: 2,558 shares; 2025Q4: 2,619 shares 2,619 $129K 0.01% +61 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,498 shares; 2025Q1: 1,461 shares; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,602 shares 1,602 $128K 0.01% -5 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: 0 shares; 2024Q4: 455 shares; 2025Q1: 305 shares; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 343 shares 343 $128K 0.01% -413 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 740 shares; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 790 shares 790 $128K 0.01% +65 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 4,839 shares 4,839 $127K 0.01% +714 Timeline CVEO CIVEO CORP CDA More: the full row for CIVEO CORP CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,417 shares; 2025Q2: not reported; 2025Q3: 3,417 shares; 2025Q4: 5,542 shares 5,542 $127K 0.01% +2,125 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,900 shares 12,900 $126K 0.01% new 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: 345 shares; 2024Q4: 502 shares; 2025Q1: 588 shares; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 680 shares 680 $126K 0.01% -51 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,867 shares; 2025Q1: 4,867 shares; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 4,888 shares 4,888 $125K 0.01% +11 Timeline