BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,695 shares; 2024Q4: 1,180,458 shares; 2025Q1: 1,074,021 shares; 2025Q2: 1,032,403 shares; 2025Q3: 1,020,615 shares; 2025Q4: 970,602 shares 970,602 $71.9M 7.36% -50,013 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,650 shares; 2024Q4: 875,598 shares; 2025Q1: 796,899 shares; 2025Q2: 765,073 shares; 2025Q3: 756,348 shares; 2025Q4: 719,181 shares 719,181 $71.8M 7.36% -37,167 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463,260 shares; 2024Q4: 3,391,024 shares; 2025Q1: 3,086,790 shares; 2025Q2: 2,968,636 shares; 2025Q3: 2,937,303 shares; 2025Q4: 2,786,100 shares 2,786,100 $71.7M 7.35% -151,203 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824,760 shares; 2025Q2: 817,266 shares; 2025Q3: 808,015 shares; 2025Q4: 783,498 shares 783,498 $47.4M 4.86% -24,517 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: 91,395 shares; 2024Q4: 101,186 shares; 2025Q1: 109,204 shares; 2025Q2: 68,575 shares; 2025Q3: 69,433 shares; 2025Q4: 67,752 shares 67,752 $46.4M 4.75% -1,681 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,000 shares; 2024Q4: 265,873 shares; 2025Q1: 242,673 shares; 2025Q2: 225,321 shares; 2025Q3: 206,555 shares; 2025Q4: 181,257 shares 181,257 $45.8M 4.69% -25,298 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,760 shares; 2024Q4: 525,534 shares; 2025Q1: 447,450 shares; 2025Q2: 510,801 shares; 2025Q3: 540,865 shares; 2025Q4: 967,683 shares 967,683 $41.3M 4.23% +426,818 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,515 shares; 2024Q4: 232,465 shares; 2025Q1: 234,703 shares; 2025Q2: 229,140 shares; 2025Q3: 194,391 shares; 2025Q4: 178,338 shares 178,338 $39.2M 4.01% -16,053 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177,860 shares; 2024Q4: 1,080,170 shares; 2025Q1: 904,332 shares; 2025Q2: 779,076 shares; 2025Q3: 713,693 shares; 2025Q4: 646,098 shares 646,098 $35.4M 3.63% -67,595 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963,100 shares; 2024Q4: 1,650,624 shares; 2025Q1: 1,772,703 shares; 2025Q2: 1,550,514 shares; 2025Q3: 1,533,928 shares; 2025Q4: 1,476,372 shares 1,476,372 $30.8M 3.16% -57,556 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,505 shares; 2024Q4: 548,449 shares; 2025Q1: 511,836 shares; 2025Q2: 514,292 shares; 2025Q3: 507,268 shares; 2025Q4: 479,454 shares 479,454 $27.4M 2.81% -27,814 Timeline SPHY 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: not reported; 2024Q4: not reported; 2025Q1: 1,093,950 shares; 2025Q2: 1,054,044 shares; 2025Q3: 1,041,882 shares; 2025Q4: 1,002,765 shares 1,002,765 $23.7M 2.43% -39,117 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: 37,813 shares; 2024Q4: 41,108 shares; 2025Q1: 40,833 shares; 2025Q2: 39,499 shares; 2025Q3: 33,100 shares; 2025Q4: 33,388 shares 33,388 $20.9M 2.14% +288 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,485 shares; 2024Q4: 1,163,762 shares; 2025Q1: 1,093,947 shares; 2025Q2: 1,102,418 shares; 2025Q3: 1,069,210 shares; 2025Q4: 1,049,537 shares 1,049,537 $19.8M 2.03% -19,673 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: 48,950 shares; 2024Q4: 2,132 shares; 2025Q1: 184,185 shares; 2025Q2: 281,232 shares; 2025Q3: 140,180 shares; 2025Q4: 177,332 shares 177,332 $15.9M 1.62% +37,152 Timeline DFCF 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: 461,475 shares; 2024Q4: 451,024 shares; 2025Q1: 411,054 shares; 2025Q2: 395,903 shares; 2025Q3: 388,805 shares; 2025Q4: 371,289 shares 371,289 $15.8M 1.62% -17,516 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: 288,605 shares; 2024Q4: 261,700 shares; 2025Q1: 242,664 shares; 2025Q2: 231,686 shares; 2025Q3: 212,625 shares; 2025Q4: 192,951 shares 192,951 $15.5M 1.59% -19,674 Timeline SCHI 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: 323,765 shares; 2024Q4: 421,790 shares; 2025Q1: 384,534 shares; 2025Q2: 551,209 shares; 2025Q3: 540,680 shares; 2025Q4: 514,536 shares 514,536 $11.8M 1.21% -26,144 Timeline BANK OF AMER CORP 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: 5,248 shares; 2024Q4: 7,248 shares; 2025Q1: 7,648 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares; 2025Q4: 8,048 shares 8,048 $10.1M 1.03% 0 WELLS FARGO & CO 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: 5,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,800 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $9.94M 1.02% 0 GLOBAL PMTS INC GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 6,667,000 shares; 2025Q2: 6,667,000 shares; 2025Q3: 9,457,000 shares; 2025Q4: 10,637,000 shares 10,637,000 $9.54M 0.98% +1,180,000 ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 9,952,000 shares; 2025Q4: 9,952,000 shares 9,952,000 $9.41M 0.96% 0 NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 198,600 shares; 2025Q2: 74,400 shares; 2025Q3: 74,400 shares; 2025Q4: 190,800 shares 190,800 $9.3M 0.95% +116,400 Timeline VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP More: the full row for VENTAS RLTY LTD PARTNERSHIP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200,000 shares; 2024Q4: 5,580,000 shares; 2025Q1: 6,370,000 shares; 2025Q2: 5,030,000 shares; 2025Q3: 6,310,000 shares; 2025Q4: 6,310,000 shares 6,310,000 $8.91M 0.91% 0 AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP More: the full row for AMERICAN WTR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480,000 shares; 2024Q4: 5,560,000 shares; 2025Q1: 5,560,000 shares; 2025Q2: 7,020,000 shares; 2025Q3: 6,510,000 shares; 2025Q4: 8,110,000 shares 8,110,000 $8.08M 0.83% +1,600,000 ARES MANAGEMENT CORPORATION 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: not reported; 2024Q4: not reported; 2025Q1: 72,100 shares; 2025Q2: 116,100 shares; 2025Q3: 42,100 shares; 2025Q4: 158,000 shares 158,000 $7.96M 0.82% +115,900 UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,889,000 shares; 2025Q1: 6,439,000 shares; 2025Q2: 7,339,000 shares; 2025Q3: 7,339,000 shares; 2025Q4: 6,089,000 shares 6,089,000 $7.9M 0.81% -1,250,000 PPL CAP FDG INC PPL CAP FDG INC More: the full row for PPL CAP FDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120,000 shares; 2024Q4: 8,310,000 shares; 2025Q1: 9,390,000 shares; 2025Q2: 7,260,000 shares; 2025Q3: 6,280,000 shares; 2025Q4: 7,190,000 shares 7,190,000 $7.89M 0.81% +910,000 KKR & CO INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,200 shares; 2025Q3: 161,600 shares; 2025Q4: 150,400 shares 150,400 $7.8M 0.8% -11,200 MBB 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: 51,275 shares; 2024Q4: 50,114 shares; 2025Q1: 45,085 shares; 2025Q2: 89,110 shares; 2025Q3: 85,050 shares; 2025Q4: 81,858 shares 81,858 $7.79M 0.8% -3,192 Timeline MERITAGE HOMES CORP MERITAGE HOMES CORP More: the full row for MERITAGE 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: 2,112,000 shares; 2025Q3: 7,022,000 shares; 2025Q4: 7,542,000 shares 7,542,000 $7.42M 0.76% +520,000 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: 28,582 shares; 2024Q4: 34,196 shares; 2025Q1: 20,996 shares; 2025Q2: 8,327 shares; 2025Q3: 35,303 shares; 2025Q4: 23,599 shares 23,599 $7.39M 0.76% -11,704 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 4,800 shares; 2025Q1: 6,912 shares; 2025Q2: 6,889 shares; 2025Q3: 5,606 shares; 2025Q4: 10,760 shares 10,760 $7.34M 0.75% +5,154 Timeline ALLIANT ENERGY CORP ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970,000 shares; 2024Q4: 7,080,000 shares; 2025Q1: 8,120,000 shares; 2025Q2: 6,930,000 shares; 2025Q3: 6,930,000 shares; 2025Q4: 6,930,000 shares 6,930,000 $7.2M 0.74% 0 ETSY INC ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610,000 shares; 2024Q4: 6,850,000 shares; 2025Q1: 6,850,000 shares; 2025Q2: 8,040,000 shares; 2025Q3: 8,040,000 shares; 2025Q4: 8,040,000 shares 8,040,000 $7.17M 0.73% 0 HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,100 shares; 2024Q4: 117,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,140 shares; 2025Q4: 89,440 shares 89,440 $5.96M 0.61% +300 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: 11,261 shares; 2024Q4: 10,513 shares; 2025Q1: 9,522 shares; 2025Q2: 12,909 shares; 2025Q3: 13,045 shares; 2025Q4: 12,166 shares 12,166 $5.88M 0.6% -879 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: 59,243 shares; 2024Q4: 54,175 shares; 2025Q1: 52,098 shares; 2025Q2: 29,247 shares; 2025Q3: 30,910 shares; 2025Q4: 24,775 shares 24,775 $5.72M 0.59% -6,135 Timeline FORD MOTOR COMPANY FORD MOTOR COMPANY More: the full row for FORD MOTOR COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750,000 shares; 2024Q4: 3,990,000 shares; 2025Q1: 2,110,000 shares; 2025Q2: 2,110,000 shares; 2025Q3: 6,740,000 shares; 2025Q4: 5,200,000 shares 5,200,000 $5.4M 0.55% -1,540,000 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: 23,313 shares; 2024Q4: 19,521 shares; 2025Q1: 14,400 shares; 2025Q2: 19,373 shares; 2025Q3: 20,397 shares; 2025Q4: 19,524 shares 19,524 $5.31M 0.54% -873 Timeline DRAFTKINGS INC NEW 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: 3,350,000 shares; 2024Q4: 8,650,000 shares; 2025Q1: 8,650,000 shares; 2025Q2: 8,650,000 shares; 2025Q3: 5,780,000 shares; 2025Q4: 5,780,000 shares 5,780,000 $5.28M 0.54% 0 MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,100 shares; 2025Q4: 89,600 shares 89,600 $5.22M 0.53% +19,500 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,500 shares; 2025Q4: 138,600 shares 138,600 $4.23M 0.43% +35,100 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: 9,365 shares; 2024Q4: 6,991 shares; 2025Q1: 6,358 shares; 2025Q2: 13,609 shares; 2025Q3: 10,013 shares; 2025Q4: 6,394 shares 6,394 $4.22M 0.43% -3,619 Timeline SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,156,000 shares; 2024Q4: 7,796,000 shares; 2025Q1: 6,036,000 shares; 2025Q2: 7,006,000 shares; 2025Q3: 5,746,000 shares; 2025Q4: 4,286,000 shares 4,286,000 $4.12M 0.42% -1,460,000 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: 57,955 shares; 2024Q4: 59,898 shares; 2025Q1: 42,911 shares; 2025Q2: 44,689 shares; 2025Q3: 47,191 shares; 2025Q4: 36,506 shares 36,506 $4.07M 0.42% -10,685 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: not reported; 2024Q4: 1,900 shares; 2025Q1: not reported; 2025Q2: 5,072 shares; 2025Q3: 4,764 shares; 2025Q4: 25,839 shares 25,839 $3.96M 0.41% +21,075 Timeline OKTA INC 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: 3,879,000 shares; 2024Q4: 6,342,000 shares; 2025Q1: 6,342,000 shares; 2025Q2: 7,402,000 shares; 2025Q3: 4,032,000 shares; 2025Q4: 4,032,000 shares 4,032,000 $3.94M 0.4% 0 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: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares 21,000 $3.9M 0.4% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,925 shares; 2024Q4: 528,974 shares; 2025Q1: 483,975 shares; 2025Q2: 157,852 shares; 2025Q3: 154,918 shares; 2025Q4: 143,256 shares 143,256 $3.9M 0.4% -11,662 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: 1,700 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 2,836 shares; 2025Q3: 16 shares; 2025Q4: 2,917 shares 2,917 $3.88M 0.4% +2,901 Timeline ATI ATI INC More: the full row for ATI 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: 33,400 shares 33,400 $3.83M 0.39% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 5,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,300 shares; 2025Q4: 14,900 shares 14,900 $3.63M 0.37% -3,400 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,300 shares; 2025Q4: 20,000 shares 20,000 $3.47M 0.36% +1,700 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 708 shares; 2025Q1: 423 shares; 2025Q2: 2,784 shares; 2025Q3: 1,176 shares; 2025Q4: 2,925 shares 2,925 $3.14M 0.32% +1,749 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: 3,073 shares; 2024Q4: 1,750 shares; 2025Q1: 750 shares; 2025Q2: 1,100 shares; 2025Q3: 1,250 shares; 2025Q4: 1,525 shares 1,525 $3.07M 0.31% +275 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,775 shares; 2025Q4: 5,275 shares 5,275 $3.06M 0.31% +500 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: 3,699 shares; 2024Q4: 3,669 shares; 2025Q1: 4,117 shares; 2025Q2: 4,223 shares; 2025Q3: 4,314 shares; 2025Q4: 3,488 shares 3,488 $3.01M 0.31% -826 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 5,180 shares; 2025Q4: 4,521 shares 4,521 $2.99M 0.31% -659 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: 9,193 shares; 2024Q4: 12,690 shares; 2025Q1: 8,827 shares; 2025Q2: 12,496 shares; 2025Q3: 16,972 shares; 2025Q4: 15,870 shares 15,870 $2.96M 0.3% -1,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,400 shares 30,400 $2.92M 0.3% 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: 4,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,605 shares; 2025Q2: 3,013 shares; 2025Q3: 3,998 shares; 2025Q4: 30,152 shares 30,152 $2.83M 0.29% +26,154 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: 27,100 shares; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 29,540 shares; 2025Q3: 38,320 shares; 2025Q4: 34,424 shares 34,424 $2.81M 0.29% -3,896 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,100 shares 45,100 $2.63M 0.27% new Timeline HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440,000 shares 2,440,000 $2.63M 0.27% new 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: 37,200 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 27,244 shares; 2025Q3: 24,780 shares; 2025Q4: 18,087 shares 18,087 $2.62M 0.27% -6,693 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: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 27,500 shares; 2025Q3: 24,000 shares; 2025Q4: 16,950 shares 16,950 $2.6M 0.27% -7,050 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: 3,639 shares; 2024Q4: 3,504 shares; 2025Q1: 2,618 shares; 2025Q2: 1,475 shares; 2025Q3: 1,639 shares; 2025Q4: 4,916 shares 4,916 $2.47M 0.25% +3,277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,440 shares; 2025Q4: 7,757 shares 7,757 $2.43M 0.25% +4,317 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: 27,900 shares; 2024Q4: 25,050 shares; 2025Q1: 22,150 shares; 2025Q2: 27,150 shares; 2025Q3: 23,350 shares; 2025Q4: 18,925 shares 18,925 $2.41M 0.25% -4,425 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 8,704 shares; 2025Q4: 6,204 shares 6,204 $2.3M 0.24% -2,500 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: 22,000 shares; 2024Q4: 20,400 shares; 2025Q1: 18,500 shares; 2025Q2: 22,324 shares; 2025Q3: 18,654 shares; 2025Q4: 14,709 shares 14,709 $2.27M 0.23% -3,945 Timeline PROS HOLDINGS INC PROS HOLDINGS INC More: the full row for PROS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,000 shares; 2024Q4: 2,211,000 shares; 2025Q1: 2,211,000 shares; 2025Q2: 2,211,000 shares; 2025Q3: 2,211,000 shares; 2025Q4: 2,211,000 shares 2,211,000 $2.21M 0.23% 0 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 22,000 shares 22,000 $2.2M 0.23% +18,500 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: 1,371 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 3,914 shares; 2025Q4: 7,082 shares 7,082 $2.15M 0.22% +3,168 Timeline DATADOG INC DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150,000 shares 2,150,000 $2.14M 0.22% new APOLLO GLOBAL MGMT INC 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: 91,900 shares; 2024Q4: 99,900 shares; 2025Q1: 80,800 shares; 2025Q2: 115,800 shares; 2025Q3: 29,700 shares; 2025Q4: 27,100 shares 27,100 $2.05M 0.21% -2,600 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: 3,063 shares; 2024Q4: 2,475 shares; 2025Q1: 2,156 shares; 2025Q2: 2,964 shares; 2025Q3: 11,544 shares; 2025Q4: 4,277 shares 4,277 $1.92M 0.2% -7,267 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,349 shares; 2025Q1: 4,704 shares; 2025Q2: 4,691 shares; 2025Q3: 5,570 shares; 2025Q4: 5,355 shares 5,355 $1.85M 0.19% -215 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,283 shares; 2024Q4: 8,398 shares; 2025Q1: 9,049 shares; 2025Q2: 9,734 shares; 2025Q3: 6,885 shares; 2025Q4: 14,699 shares 14,699 $1.77M 0.18% +7,814 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: not reported; 2024Q4: not reported; 2025Q1: 6,369 shares; 2025Q2: 581 shares; 2025Q3: 1,870 shares; 2025Q4: 5,774 shares 5,774 $1.76M 0.18% +3,904 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: 7,852 shares; 2024Q4: 1,955 shares; 2025Q1: 2,775 shares; 2025Q2: 3,658 shares; 2025Q3: 3,769 shares; 2025Q4: 5,464 shares 5,464 $1.76M 0.18% +1,695 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: 11,452 shares; 2024Q4: 10,838 shares; 2025Q1: 7,826 shares; 2025Q2: 7,102 shares; 2025Q3: 6,230 shares; 2025Q4: 8,440 shares 8,440 $1.5M 0.15% +2,210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,900 shares 15,900 $1.34M 0.14% 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: not reported; 2024Q4: 11,000 shares; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 278 shares; 2025Q4: 4,981 shares 4,981 $1.32M 0.14% +4,703 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: 6,351 shares; 2024Q4: 4,353 shares; 2025Q1: 2,760 shares; 2025Q2: 2,370 shares; 2025Q3: 3,119 shares; 2025Q4: 4,061 shares 4,061 $1.2M 0.12% +942 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: not reported; 2024Q4: 3,165 shares; 2025Q1: 1,847 shares; 2025Q2: 2,381 shares; 2025Q3: 4,186 shares; 2025Q4: 4,903 shares 4,903 $1.12M 0.11% +717 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: 130 shares; 2024Q4: 1,675 shares; 2025Q1: 2,557 shares; 2025Q2: 2,233 shares; 2025Q3: 1,122 shares; 2025Q4: 1,881 shares 1,881 $1.08M 0.11% +759 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $1.05M 0.11% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,637 shares; 2025Q4: 16,594 shares 16,594 $997K 0.1% +12,957 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,106 shares; 2025Q4: 7,186 shares 7,186 $991K 0.1% +3,080 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 3,194 shares 3,194 $984K 0.1% +1,469 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: 43,500 shares 43,500 $948K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 72 shares; 2025Q3: 1,135 shares; 2025Q4: 1,665 shares 1,665 $943K 0.1% +530 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,174 shares; 2025Q4: 12,014 shares 12,014 $925K 0.09% +10,840 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: 1,100 shares; 2024Q4: 1,700 shares; 2025Q1: 1,200 shares; 2025Q2: 1,600 shares; 2025Q3: not reported; 2025Q4: 162 shares 162 $868K 0.09% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 2,422 shares; 2025Q1: 2,261 shares; 2025Q2: 2,039 shares; 2025Q3: 2,772 shares; 2025Q4: 4,463 shares 4,463 $822K 0.08% +1,691 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: 86 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 1,737 shares 1,737 $809K 0.08% +1,658 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,037 shares; 2025Q2: 15,723 shares; 2025Q3: 14,685 shares; 2025Q4: 9,800 shares 9,800 $771K 0.08% -4,885 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,536 shares; 2024Q4: 3,771 shares; 2025Q1: 4,838 shares; 2025Q2: 3,676 shares; 2025Q3: 3,703 shares; 2025Q4: 3,583 shares 3,583 $769K 0.08% -120 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: not reported; 2024Q4: 1,744 shares; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 258 shares; 2025Q4: 2,295 shares 2,295 $758K 0.08% +2,037 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: 512 shares; 2024Q4: 8,522 shares; 2025Q1: 49,273 shares; 2025Q2: 11,573 shares; 2025Q3: 6,275 shares; 2025Q4: 8,916 shares 8,916 $716K 0.07% +2,641 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 312 shares; 2025Q3: 1,260 shares; 2025Q4: 2,010 shares 2,010 $710K 0.07% +750 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 2,159 shares; 2025Q4: 1,849 shares 1,849 $578K 0.06% -310 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 3,026 shares; 2025Q4: 2,571 shares 2,571 $551K 0.06% -455 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 563 shares 563 $495K 0.05% -887 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,291 shares 5,291 $493K 0.05% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares 2,890 $424K 0.04% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,660 shares; 2025Q1: 1,005 shares; 2025Q2: 606 shares; 2025Q3: 1,196 shares; 2025Q4: 2,418 shares 2,418 $385K 0.04% +1,222 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,874 shares; 2025Q1: 723 shares; 2025Q2: 513 shares; 2025Q3: 1,046 shares; 2025Q4: 2,377 shares 2,377 $383K 0.04% +1,331 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 1,291 shares 1,291 $331K 0.03% +328 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 676 shares; 2025Q1: 30,195 shares; 2025Q2: 5,040 shares; 2025Q3: 258 shares; 2025Q4: 2,494 shares 2,494 $240K 0.02% +2,236 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: not reported; 2024Q4: 2,981 shares; 2025Q1: 2,077 shares; 2025Q2: 8,508 shares; 2025Q3: 5,657 shares; 2025Q4: 642 shares 642 $225K 0.02% -5,015 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,012 shares; 2024Q4: 7,718 shares; 2025Q1: 8,679 shares; 2025Q2: 7,816 shares; 2025Q3: 12,641 shares; 2025Q4: 4,563 shares 4,563 $220K 0.02% -8,078 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 5,063 shares; 2025Q1: 11,304 shares; 2025Q2: 10,518 shares; 2025Q3: 6,085 shares; 2025Q4: 2,494 shares 2,494 $218K 0.02% -3,591 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: 15,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 2,614 shares; 2025Q4: 941 shares 941 $183K 0.02% -1,673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 263 shares; 2025Q4: 295 shares 295 $168K 0.02% +32 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: 382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 113 shares; 2025Q4: 128 shares 128 $137K 0.01% +15 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: 5,500 shares; 2024Q4: 2,467 shares; 2025Q1: 2,263 shares; 2025Q2: 2,477 shares; 2025Q3: 1,903 shares; 2025Q4: 324 shares 324 $111K 0.01% -1,579 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 102 shares; 2025Q4: 111 shares 111 $74.8K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,824 shares; 2025Q3: 331 shares; 2025Q4: 365 shares 365 $74.1K 0.01% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 513 shares; 2025Q4: 570 shares 570 $71.4K 0.01% +57 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 370 shares; 2025Q4: 412 shares 412 $70.5K 0.01% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 234 shares; 2025Q4: 259 shares 259 $66.6K 0.01% +25 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: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 138 shares; 2025Q4: 155 shares 155 $66.1K 0.01% +17 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: 2,750 shares; 2024Q4: 2,663 shares; 2025Q1: 3,507 shares; 2025Q2: 3,732 shares; 2025Q3: 311 shares; 2025Q4: 351 shares 351 $60K 0.01% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 155 shares; 2025Q4: 175 shares 175 $57.3K 0.01% +20 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: 2,650 shares; 2024Q4: 7,384 shares; 2025Q1: 64,575 shares; 2025Q2: 22,284 shares; 2025Q3: 86 shares; 2025Q4: 688 shares 688 $57K 0.01% +602 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: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 393 shares; 2025Q4: 53 shares 53 $56.7K 0.01% -340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 265 shares; 2025Q4: 318 shares 318 $55.2K 0.01% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 90 shares; 2025Q4: 100 shares 100 $52.3K 0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 43 shares 43 $52.2K 0.01% +5 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 435 shares; 2025Q4: 495 shares 495 $47.2K <0.01% +60 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 119 shares; 2025Q4: 134 shares 134 $46.9K <0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 110 shares; 2025Q4: 125 shares 125 $43.9K <0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 157 shares; 2025Q4: 182 shares 182 $43.9K <0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 84 shares 84 $38.1K <0.01% +10 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: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 66 shares; 2025Q4: 76 shares 76 $36.8K <0.01% +10 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 41 shares 41 $36K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 69 shares; 2025Q4: 75 shares 75 $35K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 120 shares; 2025Q4: 132 shares 132 $34K <0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 121 shares 121 $33K <0.01% +15 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 173 shares; 2025Q4: 186 shares 186 $30.1K <0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 51 shares; 2025Q4: 58 shares 58 $29.6K <0.01% +7 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: 225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 122 shares; 2025Q4: 133 shares 133 $29.2K <0.01% +11 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 1,616 shares; 2025Q4: 58 shares 58 $27.2K <0.01% -1,558 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: 139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 71 shares; 2025Q4: 81 shares 81 $26.2K <0.01% +10 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: 93 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 41 shares; 2025Q4: 46 shares 46 $26.2K <0.01% +5 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 72 shares 72 $25.4K <0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 115 shares; 2025Q4: 133 shares 133 $25K <0.01% +18 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: 54 shares; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: 557 shares; 2025Q3: 501 shares; 2025Q4: 32 shares 32 $24.5K <0.01% -469 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 76 shares; 2025Q4: 86 shares 86 $23.7K <0.01% +10 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: 983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 550 shares; 2025Q4: 625 shares 625 $22.7K <0.01% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 58 shares; 2025Q4: 66 shares 66 $22.3K <0.01% +8 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: 244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 95 shares; 2025Q4: 98 shares 98 $20.8K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 69 shares 69 $20.4K <0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 222 shares; 2025Q4: 252 shares 252 $20K <0.01% +30 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 24 shares; 2025Q4: 28 shares 28 $18.9K <0.01% +4 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 130 shares; 2025Q4: 150 shares 150 $18.9K <0.01% +20 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 131 shares; 2025Q4: 192 shares 192 $18.6K <0.01% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 99 shares; 2025Q4: 110 shares 110 $17.8K <0.01% +11 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 27 shares 27 $15.5K <0.01% +5 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 36 shares; 2025Q3: 24 shares; 2025Q4: 26 shares 26 $14.8K <0.01% +2 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 81 shares; 2025Q4: 96 shares 96 $13.8K <0.01% +15 Timeline FISV FISERV INC More: the full row for FISERV 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: 144 shares; 2025Q3: 155 shares; 2025Q4: 198 shares 198 $13.3K <0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 283 shares; 2025Q4: 323 shares 323 $12.6K <0.01% +40 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 39 shares; 2025Q4: 44 shares 44 $12.6K <0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 90 shares 90 $12.2K <0.01% +16 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 72 shares; 2025Q3: 49 shares; 2025Q4: 54 shares 54 $12.2K <0.01% +5 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $11.8K <0.01% 0 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: 29,850 shares; 2024Q4: 24,350 shares; 2025Q1: 18,850 shares; 2025Q2: 23,522 shares; 2025Q3: 16,516 shares; 2025Q4: 80 shares 80 $11.4K <0.01% -16,436 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 66 shares 66 $10.3K <0.01% +4 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 144 shares; 2025Q3: 148 shares; 2025Q4: 168 shares 168 $10.1K <0.01% +20 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 132 shares; 2025Q4: 139 shares 139 $9.35K <0.01% +7 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 33 shares; 2025Q4: 41 shares 41 $8.9K <0.01% +8 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 30 shares; 2025Q4: 35 shares 35 $8.79K <0.01% +5 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 39 shares 39 $8.7K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 84 shares 84 $8.63K <0.01% +10 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 27 shares; 2025Q4: 32 shares 32 $7.77K <0.01% +5 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 25 shares 25 $6.88K <0.01% +3 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 20 shares; 2025Q4: 25 shares 25 $4.56K <0.01% +5 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 72 shares; 2025Q3: 42 shares; 2025Q4: 37 shares 37 $2.48K <0.01% -5 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 9 shares; 2025Q4: 10 shares 10 $2.29K <0.01% +1 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS 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: 36 shares; 2025Q3: 20 shares; 2025Q4: 25 shares 25 $1.66K <0.01% +5 Timeline