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: 63,168 shares; 2024Q4: 63,945 shares; 2025Q1: 113,563 shares; 2025Q2: 118,957 shares; 2025Q3: 173,915 shares; 2025Q4: 171,940 shares 171,940 $108M 12.12% -1,975 Timeline SPMO 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: 5,075 shares; 2024Q4: 23,848 shares; 2025Q1: 235,246 shares; 2025Q2: 281,193 shares; 2025Q3: 622,529 shares; 2025Q4: 623,111 shares 623,111 $74.3M 8.36% +582 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865,434 shares; 2024Q4: 1,660,243 shares; 2025Q1: 1,631,441 shares; 2025Q2: 1,598,557 shares; 2025Q3: 1,246,840 shares; 2025Q4: 1,201,061 shares 1,201,061 $54.1M 6.08% -45,779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466,116 shares; 2025Q3: 520,917 shares; 2025Q4: 470,377 shares 470,377 $45.2M 5.08% -50,540 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: 64,176 shares; 2024Q4: 318,543 shares; 2025Q1: 179,433 shares; 2025Q2: 305,181 shares; 2025Q3: 333,874 shares; 2025Q4: 335,597 shares 335,597 $35.8M 4.02% +1,723 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: 3,991 shares; 2024Q4: 6,977 shares; 2025Q1: 47,458 shares; 2025Q2: 53,530 shares; 2025Q3: 50,700 shares; 2025Q4: 53,351 shares 53,351 $32.8M 3.68% +2,651 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242,555 shares; 2024Q4: 1,071,969 shares; 2025Q1: 1,022,039 shares; 2025Q2: 990,006 shares; 2025Q3: 835,147 shares; 2025Q4: 831,748 shares 831,748 $32.3M 3.63% -3,399 Timeline SCHC 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: 227,833 shares; 2024Q4: 227,833 shares; 2025Q1: 227,833 shares; 2025Q2: 522,438 shares; 2025Q3: 403,635 shares; 2025Q4: 360,236 shares 360,236 $16.4M 1.84% -43,399 Timeline VSS 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: 68,989 shares; 2024Q4: 34,739 shares; 2025Q1: 34,739 shares; 2025Q2: 164,883 shares; 2025Q3: 127,388 shares; 2025Q4: 113,693 shares 113,693 $16.3M 1.83% -13,695 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: 34,748 shares; 2024Q4: 28,881 shares; 2025Q1: 60,302 shares; 2025Q2: 48,056 shares; 2025Q3: 42,032 shares; 2025Q4: 53,335 shares 53,335 $14.5M 1.63% +11,303 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: 9,411 shares; 2024Q4: 13,892 shares; 2025Q1: 24,336 shares; 2025Q2: 19,986 shares; 2025Q3: 19,978 shares; 2025Q4: 26,906 shares 26,906 $13M 1.46% +6,928 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,053 shares; 2024Q4: 825,183 shares; 2025Q1: 555,153 shares; 2025Q2: 531,007 shares; 2025Q3: 507,719 shares; 2025Q4: 541,773 shares 541,773 $12.3M 1.38% +34,054 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: 17,260 shares; 2024Q4: 15,404 shares; 2025Q1: 21,711 shares; 2025Q2: 20,475 shares; 2025Q3: 23,252 shares; 2025Q4: 38,400 shares 38,400 $12M 1.35% +15,148 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: 88,932 shares; 2024Q4: 93,263 shares; 2025Q1: 126,802 shares; 2025Q2: 144,771 shares; 2025Q3: 166,935 shares; 2025Q4: 181,652 shares 181,652 $11.3M 1.28% +14,717 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: 22,956 shares; 2024Q4: 30,588 shares; 2025Q1: 45,703 shares; 2025Q2: 41,750 shares; 2025Q3: 47,244 shares; 2025Q4: 49,877 shares 49,877 $9.3M 1.05% +2,633 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,096 shares; 2024Q4: 448,510 shares; 2025Q1: 304,407 shares; 2025Q2: 296,617 shares; 2025Q3: 297,085 shares; 2025Q4: 332,977 shares 332,977 $8.81M 0.99% +35,892 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: 647,993 shares; 2024Q4: 623,612 shares; 2025Q1: 468,171 shares; 2025Q2: 21,547 shares; 2025Q3: 26,146 shares; 2025Q4: 30,212 shares 30,212 $7.44M 0.84% +4,066 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: 9,512 shares; 2024Q4: 13,123 shares; 2025Q1: 24,469 shares; 2025Q2: 19,698 shares; 2025Q3: 22,488 shares; 2025Q4: 31,721 shares 31,721 $7.32M 0.82% +9,233 Timeline VOT 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: 7,157 shares; 2024Q4: 4,181 shares; 2025Q1: 6,894 shares; 2025Q2: 8,755 shares; 2025Q3: 22,987 shares; 2025Q4: 25,816 shares 25,816 $7.21M 0.81% +2,829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 28,673 shares; 2025Q4: 32,715 shares 32,715 $6.93M 0.78% +4,042 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,396 shares; 2024Q4: 58,910 shares; 2025Q1: 61,463 shares; 2025Q2: 67,176 shares; 2025Q3: 75,229 shares; 2025Q4: 99,258 shares 99,258 $6.04M 0.68% +24,029 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 60,484 shares; 2025Q4: 66,882 shares 66,882 $5.66M 0.64% +6,398 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: 101,830 shares; 2024Q4: 105,330 shares; 2025Q1: 107,438 shares; 2025Q2: 53,820 shares; 2025Q3: 58,536 shares; 2025Q4: 67,755 shares 67,755 $5.43M 0.61% +9,219 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: 4,685 shares; 2024Q4: 3,053 shares; 2025Q1: 4,289 shares; 2025Q2: 3,911 shares; 2025Q3: 4,719 shares; 2025Q4: 7,136 shares 7,136 $4.71M 0.53% +2,417 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: 31,528 shares; 2024Q4: 32,503 shares; 2025Q1: 33,647 shares; 2025Q2: 31,603 shares; 2025Q3: 35,323 shares; 2025Q4: 37,217 shares 37,217 $4.59M 0.52% +1,894 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: 3,748 shares; 2024Q4: 5,700 shares; 2025Q1: 7,748 shares; 2025Q2: 7,101 shares; 2025Q3: 8,255 shares; 2025Q4: 12,741 shares 12,741 $4.41M 0.5% +4,486 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: 14,941 shares; 2024Q4: 15,679 shares; 2025Q1: 16,519 shares; 2025Q2: 21,021 shares; 2025Q3: 24,251 shares; 2025Q4: 22,135 shares 22,135 $4.4M 0.49% -2,116 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: 2,837 shares; 2024Q4: 4,066 shares; 2025Q1: 5,822 shares; 2025Q2: 5,255 shares; 2025Q3: 6,591 shares; 2025Q4: 9,312 shares 9,312 $4.19M 0.47% +2,721 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,517 shares; 2024Q4: 45,084 shares; 2025Q1: 47,744 shares; 2025Q2: 58,642 shares; 2025Q3: 66,535 shares; 2025Q4: 57,496 shares 57,496 $4.11M 0.46% -9,039 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,012 shares; 2024Q4: 130,265 shares; 2025Q1: 139,862 shares; 2025Q2: 134,560 shares; 2025Q3: 152,213 shares; 2025Q4: 175,465 shares 175,465 $4.1M 0.46% +23,252 Timeline IUSB 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: 91,995 shares; 2024Q4: 99,243 shares; 2025Q1: 133,871 shares; 2025Q2: 91,163 shares; 2025Q3: 100,372 shares; 2025Q4: 86,649 shares 86,649 $4.03M 0.45% -13,723 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,876 shares; 2025Q3: 29,650 shares; 2025Q4: 66,486 shares 66,486 $3.94M 0.44% +36,836 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: 7,218 shares; 2024Q4: 7,587 shares; 2025Q1: 8,072 shares; 2025Q2: 13,010 shares; 2025Q3: 14,554 shares; 2025Q4: 17,793 shares 17,793 $3.77M 0.42% +3,239 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: 2,255 shares; 2024Q4: 3,436 shares; 2025Q1: 5,837 shares; 2025Q2: 4,890 shares; 2025Q3: 5,592 shares; 2025Q4: 7,105 shares 7,105 $3.57M 0.4% +1,513 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: 5,061 shares; 2024Q4: 5,241 shares; 2025Q1: 16,500 shares; 2025Q2: 12,025 shares; 2025Q3: 9,120 shares; 2025Q4: 5,033 shares 5,033 $3.43M 0.39% -4,087 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: 73,757 shares; 2024Q4: 184,097 shares; 2025Q1: 148,831 shares; 2025Q2: 127,739 shares; 2025Q3: 93,731 shares; 2025Q4: 101,702 shares 101,702 $3.28M 0.37% +7,971 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,746 shares; 2025Q3: 60,493 shares; 2025Q4: 69,868 shares 69,868 $3.23M 0.36% +9,375 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: 9,277 shares; 2024Q4: 9,309 shares; 2025Q1: 10,565 shares; 2025Q2: 36,597 shares; 2025Q3: 41,553 shares; 2025Q4: 43,547 shares 43,547 $2.93M 0.33% +1,994 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: 8,484 shares; 2024Q4: 11,156 shares; 2025Q1: 46,624 shares; 2025Q2: 16,579 shares; 2025Q3: 15,455 shares; 2025Q4: 23,494 shares 23,494 $2.83M 0.32% +8,039 Timeline 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: 17,249 shares; 2024Q4: 18,581 shares; 2025Q1: 20,885 shares; 2025Q2: 16,959 shares; 2025Q3: 18,937 shares; 2025Q4: 27,698 shares 27,698 $2.64M 0.3% +8,761 Timeline MUB 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: 17,193 shares; 2024Q4: 18,938 shares; 2025Q1: 18,344 shares; 2025Q2: 21,543 shares; 2025Q3: 23,316 shares; 2025Q4: 24,477 shares 24,477 $2.62M 0.29% +1,161 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: 260,437 shares; 2024Q4: 228,185 shares; 2025Q1: 205,281 shares; 2025Q2: 174,037 shares; 2025Q3: 154,887 shares; 2025Q4: 88,869 shares 88,869 $2.6M 0.29% -66,018 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: 76,350 shares; 2024Q4: 102,452 shares; 2025Q1: 92,654 shares; 2025Q2: 87,449 shares; 2025Q3: 63,181 shares; 2025Q4: 59,320 shares 59,320 $2.58M 0.29% -3,861 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: 19,531 shares; 2024Q4: 70,282 shares; 2025Q1: 58,650 shares; 2025Q2: 55,986 shares; 2025Q3: 56,073 shares; 2025Q4: 30,090 shares 30,090 $2.57M 0.29% -25,983 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,815 shares; 2025Q1: 75,792 shares; 2025Q2: 61,271 shares; 2025Q3: 50,616 shares; 2025Q4: 30,148 shares 30,148 $2.57M 0.29% -20,468 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,554 shares; 2025Q1: 47,040 shares; 2025Q2: 52,032 shares; 2025Q3: 48,633 shares; 2025Q4: 33,177 shares 33,177 $2.57M 0.29% -15,456 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,327 shares; 2025Q1: 146,132 shares; 2025Q2: 143,131 shares; 2025Q3: 113,162 shares; 2025Q4: 122,931 shares 122,931 $2.52M 0.28% +9,769 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: 1,205 shares; 2024Q4: 1,720 shares; 2025Q1: 1,779 shares; 2025Q2: 2,045 shares; 2025Q3: 2,226 shares; 2025Q4: 2,299 shares 2,299 $2.47M 0.28% +73 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: 12,856 shares; 2024Q4: 11,641 shares; 2025Q1: not reported; 2025Q2: 12,203 shares; 2025Q3: 9,023 shares; 2025Q4: 18,045 shares 18,045 $2.44M 0.27% +9,022 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,084 shares; 2024Q4: 70,915 shares; 2025Q1: not reported; 2025Q2: 42,977 shares; 2025Q3: 38,622 shares; 2025Q4: 58,611 shares 58,611 $2.42M 0.27% +19,989 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES 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: 89,387 shares 89,387 $2.42M 0.27% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 9,598 shares; 2025Q1: 8,609 shares; 2025Q2: 9,600 shares; 2025Q3: 9,000 shares; 2025Q4: 21,269 shares 21,269 $2.42M 0.27% +12,269 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 138,991 shares 138,991 $2.42M 0.27% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 259,113 shares 259,113 $2.41M 0.27% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 19,395 shares 19,395 $2.4M 0.27% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,230 shares; 2024Q4: 15,154 shares; 2025Q1: 11,247 shares; 2025Q2: 12,585 shares; 2025Q3: 11,052 shares; 2025Q4: 24,249 shares 24,249 $2.4M 0.27% +13,197 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,047 shares 11,047 $2.4M 0.27% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,242 shares; 2025Q4: 35,658 shares 35,658 $2.4M 0.27% +19,416 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: not reported; 2025Q3: not reported; 2025Q4: 30,220 shares 30,220 $2.4M 0.27% new Timeline KMPR KEMPER CORP More: the full row for KEMPER 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: 59,182 shares 59,182 $2.4M 0.27% new 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: 35,353 shares; 2024Q4: 30,264 shares; 2025Q1: 25,239 shares; 2025Q2: 24,346 shares; 2025Q3: 23,337 shares; 2025Q4: 50,269 shares 50,269 $2.4M 0.27% +26,932 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,228 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,747 shares 10,747 $2.39M 0.27% 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: not reported; 2024Q4: 10,190 shares; 2025Q1: 10,711 shares; 2025Q2: not reported; 2025Q3: 7,106 shares; 2025Q4: 16,617 shares 16,617 $2.39M 0.27% +9,511 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,868 shares; 2025Q1: 3,844 shares; 2025Q2: 3,626 shares; 2025Q3: 3,619 shares; 2025Q4: 7,480 shares 7,480 $2.39M 0.27% +3,861 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,535 shares 62,535 $2.39M 0.27% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,254 shares; 2024Q4: not reported; 2025Q1: 13,742 shares; 2025Q2: 14,302 shares; 2025Q3: not reported; 2025Q4: 24,446 shares 24,446 $2.39M 0.27% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS 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: 21,009 shares 21,009 $2.39M 0.27% new 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: 31,279 shares; 2024Q4: 22,011 shares; 2025Q1: not reported; 2025Q2: 20,454 shares; 2025Q3: 17,076 shares; 2025Q4: 28,624 shares 28,624 $2.39M 0.27% +11,548 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 18,040 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,242 shares 43,242 $2.39M 0.27% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 9,588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,721 shares; 2025Q4: 19,232 shares 19,232 $2.39M 0.27% +10,511 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,220 shares; 2025Q3: not reported; 2025Q4: 23,705 shares 23,705 $2.39M 0.27% new 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: 8,108 shares; 2024Q4: 8,026 shares; 2025Q1: 9,987 shares; 2025Q2: 8,834 shares; 2025Q3: 20,135 shares; 2025Q4: 20,571 shares 20,571 $2.29M 0.26% +436 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: 3,969 shares; 2024Q4: 5,092 shares; 2025Q1: 8,573 shares; 2025Q2: 7,075 shares; 2025Q3: 6,953 shares; 2025Q4: 6,703 shares 6,703 $2.16M 0.24% -250 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 38,870 shares; 2025Q3: 44,604 shares; 2025Q4: 55,610 shares 55,610 $2.14M 0.24% +11,006 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 20,174 shares; 2025Q3: 22,343 shares; 2025Q4: 62,332 shares 62,332 $2.08M 0.23% +39,989 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: not reported; 2024Q4: 84,769 shares; 2025Q1: 80,692 shares; 2025Q2: 103,012 shares; 2025Q3: 56,860 shares; 2025Q4: 74,346 shares 74,346 $1.82M 0.2% +17,486 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: 2,014 shares; 2024Q4: 2,134 shares; 2025Q1: 2,005 shares; 2025Q2: 2,541 shares; 2025Q3: 2,717 shares; 2025Q4: 2,543 shares 2,543 $1.74M 0.2% -174 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 20,171 shares; 2025Q1: 21,682 shares; 2025Q2: 24,124 shares; 2025Q3: 27,355 shares; 2025Q4: 32,973 shares 32,973 $1.74M 0.2% +5,618 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: 7,593 shares; 2024Q4: 7,636 shares; 2025Q1: 3,995 shares; 2025Q2: 3,789 shares; 2025Q3: 4,501 shares; 2025Q4: 4,925 shares 4,925 $1.73M 0.19% +424 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,603 shares; 2025Q1: 2,228 shares; 2025Q2: 1,827 shares; 2025Q3: 1,908 shares; 2025Q4: 1,992 shares 1,992 $1.72M 0.19% +84 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: 6,509 shares; 2024Q4: 6,399 shares; 2025Q1: 1,517 shares; 2025Q2: 1,499 shares; 2025Q3: 1,514 shares; 2025Q4: 4,459 shares 4,459 $1.65M 0.19% +2,945 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,653 shares; 2024Q4: 24,766 shares; 2025Q1: 9,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,271 shares 18,271 $1.59M 0.18% new 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: 105,737 shares; 2024Q4: 511,184 shares; 2025Q1: 26,951 shares; 2025Q2: 26,620 shares; 2025Q3: 26,962 shares; 2025Q4: 27,212 shares 27,212 $1.55M 0.17% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,219 shares; 2025Q3: 10,344 shares; 2025Q4: 16,798 shares 16,798 $1.43M 0.16% +6,454 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q3: not reported; 2025Q4: 22,318 shares 22,318 $1.43M 0.16% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,612 shares; 2025Q3: 23,301 shares; 2025Q4: 28,374 shares 28,374 $1.42M 0.16% +5,073 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: 10,722 shares; 2024Q4: 10,805 shares; 2025Q1: 11,741 shares; 2025Q2: 9,741 shares; 2025Q3: 12,942 shares; 2025Q4: 6,839 shares 6,839 $1.33M 0.15% -6,103 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: 96,408 shares; 2024Q4: 107,713 shares; 2025Q1: 109,562 shares; 2025Q2: 93,511 shares; 2025Q3: 74,361 shares; 2025Q4: 18,776 shares 18,776 $1.32M 0.15% -55,585 Timeline VGT 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: 2,195 shares; 2024Q4: 2,201 shares; 2025Q1: 2,204 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 1,698 shares 1,698 $1.28M 0.14% -317 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: 4,410 shares; 2024Q4: 17,107 shares; 2025Q1: 10,693 shares; 2025Q2: 12,524 shares; 2025Q3: 10,197 shares; 2025Q4: 2,739 shares 2,739 $1.28M 0.14% -7,458 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,918 shares; 2024Q4: 111,748 shares; 2025Q1: 112,202 shares; 2025Q2: 84,368 shares; 2025Q3: 61,465 shares; 2025Q4: 27,721 shares 27,721 $1.28M 0.14% -33,744 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: 32,332 shares; 2024Q4: 28,345 shares; 2025Q1: 26,099 shares; 2025Q2: 29,151 shares; 2025Q3: 16,773 shares; 2025Q4: 7,815 shares 7,815 $1.27M 0.14% -8,958 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,205 shares; 2024Q4: 75,653 shares; 2025Q1: 76,836 shares; 2025Q2: 44,499 shares; 2025Q3: 41,516 shares; 2025Q4: 16,785 shares 16,785 $1.26M 0.14% -24,731 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,293 shares; 2025Q1: 28,255 shares; 2025Q2: 38,211 shares; 2025Q3: 30,749 shares; 2025Q4: 9,020 shares 9,020 $1.26M 0.14% -21,729 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,358 shares; 2025Q1: 117,510 shares; 2025Q2: 134,509 shares; 2025Q3: 135,340 shares; 2025Q4: 41,380 shares 41,380 $1.25M 0.14% -93,960 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,046 shares; 2025Q1: 103,976 shares; 2025Q2: 64,518 shares; 2025Q3: 84,114 shares; 2025Q4: 25,906 shares 25,906 $1.25M 0.14% -58,208 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: not reported; 2025Q3: 886 shares; 2025Q4: 729 shares 729 $1.23M 0.14% -157 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: 3,531 shares; 2024Q4: 3,641 shares; 2025Q1: 25,779 shares; 2025Q2: 26,503 shares; 2025Q3: 20,225 shares; 2025Q4: 10,863 shares 10,863 $1.14M 0.13% -9,362 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: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: not reported; 2025Q3: 7,868 shares; 2025Q4: 6,633 shares 6,633 $1.14M 0.13% -1,235 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: 31,005 shares; 2024Q4: 5,988 shares; 2025Q1: 9,587 shares; 2025Q2: 6,952 shares; 2025Q3: 6,262 shares; 2025Q4: 5,481 shares 5,481 $1.13M 0.13% -781 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,878 shares; 2025Q1: 7,726 shares; 2025Q2: 7,374 shares; 2025Q3: 5,599 shares; 2025Q4: 6,776 shares 6,776 $1.13M 0.13% +1,177 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: 23,392 shares; 2024Q4: 6,338 shares; 2025Q1: 5,600 shares; 2025Q2: not reported; 2025Q3: 4,648 shares; 2025Q4: 3,611 shares 3,611 $1.12M 0.13% -1,037 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: 35,797 shares; 2024Q4: 2,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,863 shares 6,863 $1.12M 0.13% new 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: 106,646 shares; 2024Q4: 28,465 shares; 2025Q1: 19,750 shares; 2025Q2: 18,608 shares; 2025Q3: 13,353 shares; 2025Q4: 12,803 shares 12,803 $1.11M 0.13% -550 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO 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: 109,564 shares 109,564 $1.11M 0.13% 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: 753 shares; 2024Q4: 1,192 shares; 2025Q1: 1,705 shares; 2025Q2: 1,591 shares; 2025Q3: 1,818 shares; 2025Q4: 1,946 shares 1,946 $1.11M 0.12% +128 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,603 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,156 shares 8,156 $1.11M 0.12% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,193 shares 50,193 $1.11M 0.12% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 26,722 shares; 2025Q2: not reported; 2025Q3: 24,030 shares; 2025Q4: 21,985 shares 21,985 $1.11M 0.12% -2,045 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 6,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,691 shares 5,691 $1.11M 0.12% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,646 shares 41,646 $1.11M 0.12% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,134 shares; 2024Q4: 12,479 shares; 2025Q1: 10,526 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,522 shares 6,522 $1.1M 0.12% new Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,642 shares; 2024Q4: 51,717 shares; 2025Q1: 44,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,798 shares 40,798 $1.1M 0.12% new Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,999 shares 24,999 $1.1M 0.12% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,127 shares 30,127 $1.1M 0.12% new Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 49,191 shares; 2025Q2: 47,753 shares; 2025Q3: 39,154 shares; 2025Q4: 39,692 shares 39,692 $1.1M 0.12% +538 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,486 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,148 shares 28,148 $1.1M 0.12% new Timeline ETSY 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: 8,995 shares; 2024Q4: 8,710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,819 shares; 2025Q4: 19,903 shares 19,903 $1.1M 0.12% +2,084 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,109 shares; 2025Q2: 19,503 shares; 2025Q3: not reported; 2025Q4: 17,634 shares 17,634 $1.1M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,870 shares 12,870 $1.1M 0.12% new Timeline LYFT LYFT INC More: the full row for LYFT 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: 54,733 shares; 2025Q4: 56,820 shares 56,820 $1.1M 0.12% +2,087 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,286 shares; 2025Q1: 35,876 shares; 2025Q2: 31,179 shares; 2025Q3: 29,028 shares; 2025Q4: 25,088 shares 25,088 $1.1M 0.12% -3,940 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 12,743 shares; 2025Q4: 8,942 shares 8,942 $1.1M 0.12% -3,801 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,931 shares 12,931 $1.1M 0.12% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 14,334 shares; 2025Q4: 12,731 shares 12,731 $1.1M 0.12% -1,603 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: 3,376 shares; 2024Q4: 2,703 shares; 2025Q1: 2,731 shares; 2025Q2: not reported; 2025Q3: 2,441 shares; 2025Q4: 2,241 shares 2,241 $1.1M 0.12% -200 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: not reported; 2024Q4: 9,092 shares; 2025Q1: 9,186 shares; 2025Q2: 8,564 shares; 2025Q3: 6,375 shares; 2025Q4: 5,741 shares 5,741 $1.1M 0.12% -634 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 28,377 shares 28,377 $1.1M 0.12% new Timeline NOV NOV INC More: the full row for NOV 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: 70,321 shares 70,321 $1.1M 0.12% new 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: 13,143 shares; 2024Q4: 13,077 shares; 2025Q1: 12,779 shares; 2025Q2: 12,847 shares; 2025Q3: 9,099 shares; 2025Q4: 9,363 shares 9,363 $1.1M 0.12% +264 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 3,766 shares; 2025Q4: 3,304 shares 3,304 $1.1M 0.12% -462 Timeline LEA LEAR CORP More: the full row for LEAR 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: 9,579 shares 9,579 $1.1M 0.12% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,085 shares; 2024Q4: 13,819 shares; 2025Q1: 12,436 shares; 2025Q2: 13,264 shares; 2025Q3: 10,959 shares; 2025Q4: 9,957 shares 9,957 $1.1M 0.12% -1,002 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,422 shares 1,422 $1.1M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,403 shares 9,403 $1.1M 0.12% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,379 shares 7,379 $1.1M 0.12% new 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: 9,068 shares; 2024Q4: 8,458 shares; 2025Q1: 8,111 shares; 2025Q2: 6,891 shares; 2025Q3: not reported; 2025Q4: 5,311 shares 5,311 $1.1M 0.12% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,783 shares 3,783 $1.1M 0.12% 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: 3,536 shares; 2024Q4: 10,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,597 shares; 2025Q4: 3,872 shares 3,872 $1.1M 0.12% -1,725 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 22,225 shares; 2025Q4: 16,852 shares 16,852 $1.1M 0.12% -5,373 Timeline MASI MASIMO CORP More: the full row for MASIMO 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: 8,435 shares 8,435 $1.1M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,991 shares 37,991 $1.1M 0.12% new 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: 28,415 shares; 2024Q4: 19,500 shares; 2025Q1: 16,060 shares; 2025Q2: 16,893 shares; 2025Q3: 15,474 shares; 2025Q4: 14,142 shares 14,142 $1.1M 0.12% -1,332 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,101 shares 5,101 $1.1M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares 786 $1.1M 0.12% new 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: 14,339 shares; 2024Q4: 13,068 shares; 2025Q1: 10,546 shares; 2025Q2: 10,804 shares; 2025Q3: 9,017 shares; 2025Q4: 7,956 shares 7,956 $1.1M 0.12% -1,061 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: 2,492 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,246 shares 1,246 $1.09M 0.12% -384 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,721 shares 2,721 $1.09M 0.12% new 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: 26,311 shares; 2024Q4: 7,182 shares; 2025Q1: 5,949 shares; 2025Q2: 5,164 shares; 2025Q3: 4,578 shares; 2025Q4: 3,813 shares 3,813 $1.09M 0.12% -765 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,562 shares 12,562 $1.09M 0.12% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,402 shares; 2025Q2: 4,377 shares; 2025Q3: not reported; 2025Q4: 1,950 shares 1,950 $1.09M 0.12% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,352 shares 8,352 $1.09M 0.12% new Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 12,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,318 shares 11,318 $1.09M 0.12% new Timeline MAT MATTEL INC More: the full row for MATTEL 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: 67,753 shares; 2025Q2: 69,221 shares; 2025Q3: not reported; 2025Q4: 55,180 shares 55,180 $1.09M 0.12% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 173 shares; 2025Q1: 180 shares; 2025Q2: 183 shares; 2025Q3: 148 shares; 2025Q4: 150 shares 150 $1.09M 0.12% +2 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 27,344 shares; 2025Q4: 24,273 shares 24,273 $1.09M 0.12% -3,071 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,779 shares 25,779 $1.09M 0.12% 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: 18,486 shares; 2024Q4: 20,761 shares; 2025Q1: 13,681 shares; 2025Q2: 8,436 shares; 2025Q3: 7,396 shares; 2025Q4: 6,867 shares 6,867 $1.09M 0.12% -529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 6,305 shares 6,305 $1.09M 0.12% -399 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,216 shares 10,216 $1.09M 0.12% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,689 shares; 2025Q1: 8,287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,128 shares 6,128 $1.09M 0.12% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,921 shares; 2025Q3: not reported; 2025Q4: 9,932 shares 9,932 $1.09M 0.12% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,618 shares; 2025Q2: 24,881 shares; 2025Q3: 14,656 shares; 2025Q4: 10,945 shares 10,945 $1.09M 0.12% -3,711 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,505 shares; 2024Q4: 2,427 shares; 2025Q1: 10,849 shares; 2025Q2: not reported; 2025Q3: 9,781 shares; 2025Q4: 7,337 shares 7,337 $1.09M 0.12% -2,444 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: 18,245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,393 shares 12,393 $1.09M 0.12% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 5,270 shares; 2025Q1: not reported; 2025Q2: 5,029 shares; 2025Q3: 4,322 shares; 2025Q4: 4,232 shares 4,232 $1.09M 0.12% -90 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,477 shares 5,477 $1.09M 0.12% new 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: 1,261 shares; 2024Q4: 1,291 shares; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 5,213 shares; 2025Q4: 5,600 shares 5,600 $1.09M 0.12% +387 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,153 shares 13,153 $1.09M 0.12% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,192 shares; 2025Q1: 16,925 shares; 2025Q2: 15,181 shares; 2025Q3: 14,071 shares; 2025Q4: 13,315 shares 13,315 $1.09M 0.12% -756 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 11,375 shares; 2025Q1: not reported; 2025Q2: 7,851 shares; 2025Q3: 5,867 shares; 2025Q4: 5,497 shares 5,497 $1.09M 0.12% -370 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 18,653 shares; 2025Q3: not reported; 2025Q4: 14,451 shares 14,451 $1.09M 0.12% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 2,602 shares; 2025Q4: 2,463 shares 2,463 $1.09M 0.12% -139 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,296 shares 50,296 $1.09M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,638 shares 5,638 $1.09M 0.12% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,905 shares; 2025Q4: 6,795 shares 6,795 $1.09M 0.12% -110 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,616 shares 5,616 $1.09M 0.12% new 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: not reported; 2025Q3: 9,459 shares; 2025Q4: 6,369 shares 6,369 $1.09M 0.12% -3,090 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: not reported; 2024Q4: not reported; 2025Q1: 4,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,977 shares 1,977 $1.09M 0.12% new 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: 14,635 shares; 2025Q4: 9,495 shares 9,495 $1.09M 0.12% -5,140 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 15,707 shares 15,707 $1.09M 0.12% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,270 shares; 2025Q1: 39,721 shares; 2025Q2: 36,973 shares; 2025Q3: 28,655 shares; 2025Q4: 29,327 shares 29,327 $1.09M 0.12% +672 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,019 shares; 2025Q3: 9,475 shares; 2025Q4: 9,191 shares 9,191 $1.09M 0.12% -284 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: 4,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,235 shares 2,235 $1.09M 0.12% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,103 shares 7,103 $1.09M 0.12% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,897 shares 1,897 $1.09M 0.12% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 11,111 shares; 2025Q3: 8,637 shares; 2025Q4: 8,638 shares 8,638 $1.09M 0.12% +1 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 8,006 shares; 2025Q1: 6,949 shares; 2025Q2: 7,591 shares; 2025Q3: 5,852 shares; 2025Q4: 4,971 shares 4,971 $1.08M 0.12% -881 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,183 shares 5,183 $1.08M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,661 shares 10,661 $1.02M 0.12% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,574 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,352 shares 5,352 $993K 0.11% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,796 shares; 2024Q4: 66,276 shares; 2025Q1: 36,167 shares; 2025Q2: 34,149 shares; 2025Q3: 24,465 shares; 2025Q4: 16,981 shares 16,981 $979K 0.11% -7,484 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 12,604 shares; 2025Q1: 16,912 shares; 2025Q2: 19,314 shares; 2025Q3: 15,069 shares; 2025Q4: 9,716 shares 9,716 $964K 0.11% -5,353 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,209 shares; 2025Q1: 14,866 shares; 2025Q2: 13,856 shares; 2025Q3: 11,548 shares; 2025Q4: 5,202 shares 5,202 $938K 0.11% -6,346 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: 568,875 shares; 2024Q4: 34,036 shares; 2025Q1: 419,854 shares; 2025Q2: 263,310 shares; 2025Q3: 87,178 shares; 2025Q4: 17,401 shares 17,401 $935K 0.11% -69,777 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: 3,065 shares; 2024Q4: 4,626 shares; 2025Q1: 9,541 shares; 2025Q2: 7,381 shares; 2025Q3: 6,801 shares; 2025Q4: 6,323 shares 6,323 $906K 0.1% -478 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,968 shares 7,968 $903K 0.1% new Timeline AVEM 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: not reported; 2025Q3: not reported; 2025Q4: 11,484 shares 11,484 $884K 0.1% new 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: 141,233 shares; 2024Q4: 42,509 shares; 2025Q1: 33,292 shares; 2025Q2: 39,229 shares; 2025Q3: 26,092 shares; 2025Q4: 16,358 shares 16,358 $882K 0.1% -9,734 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,900 shares; 2024Q4: 154,998 shares; 2025Q1: 179,123 shares; 2025Q2: 201,175 shares; 2025Q3: 125,643 shares; 2025Q4: 69,811 shares 69,811 $869K 0.1% -55,832 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,535 shares; 2025Q2: 31,095 shares; 2025Q3: 20,340 shares; 2025Q4: 13,565 shares 13,565 $864K 0.1% -6,775 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,240 shares; 2025Q1: 39,385 shares; 2025Q2: 28,492 shares; 2025Q3: 28,423 shares; 2025Q4: 8,171 shares 8,171 $858K 0.1% -20,252 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: 158,913 shares; 2024Q4: 53,081 shares; 2025Q1: 52,762 shares; 2025Q2: 54,472 shares; 2025Q3: 38,216 shares; 2025Q4: 28,344 shares 28,344 $847K 0.1% -9,872 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: 13,837 shares; 2024Q4: 12,603 shares; 2025Q1: 13,898 shares; 2025Q2: 13,747 shares; 2025Q3: 17,324 shares; 2025Q4: 5,553 shares 5,553 $846K 0.1% -11,771 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 19,290 shares; 2025Q1: 20,630 shares; 2025Q2: 22,436 shares; 2025Q3: 16,760 shares; 2025Q4: 10,293 shares 10,293 $831K 0.09% -6,467 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,813 shares 12,813 $830K 0.09% 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: 3,122 shares; 2024Q4: 3,143 shares; 2025Q1: 12,924 shares; 2025Q2: 3,431 shares; 2025Q3: 3,354 shares; 2025Q4: 3,167 shares 3,167 $814K 0.09% -187 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: 71,543 shares; 2024Q4: 59,667 shares; 2025Q1: 75,149 shares; 2025Q2: 82,047 shares; 2025Q3: 58,668 shares; 2025Q4: 32,524 shares 32,524 $810K 0.09% -26,144 Timeline WIX WIX COM LTD More: the full row for WIX 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: 7,771 shares 7,771 $807K 0.09% new 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: 54,394 shares; 2024Q4: 215,080 shares; 2025Q1: 188,298 shares; 2025Q2: 203,779 shares; 2025Q3: 163,252 shares; 2025Q4: 36,217 shares 36,217 $807K 0.09% -127,035 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,757 shares; 2024Q4: 35,880 shares; 2025Q1: 33,859 shares; 2025Q2: 31,212 shares; 2025Q3: 24,109 shares; 2025Q4: 14,273 shares 14,273 $805K 0.09% -9,836 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,091 shares; 2024Q4: 11,177 shares; 2025Q1: 2,283 shares; 2025Q2: 2,292 shares; 2025Q3: 7,742 shares; 2025Q4: 2,715 shares 2,715 $804K 0.09% -5,027 Timeline HPE 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: 99,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,605 shares; 2025Q3: not reported; 2025Q4: 33,487 shares 33,487 $804K 0.09% new 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: not reported; 2024Q4: 3,628 shares; 2025Q1: 3,987 shares; 2025Q2: 3,595 shares; 2025Q3: 2,546 shares; 2025Q4: 1,644 shares 1,644 $795K 0.09% -902 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,836 shares; 2025Q3: not reported; 2025Q4: 8,013 shares 8,013 $783K 0.09% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,894 shares; 2024Q4: 89,643 shares; 2025Q1: 82,169 shares; 2025Q2: 81,721 shares; 2025Q3: not reported; 2025Q4: 32,368 shares 32,368 $773K 0.09% new 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: 48,070 shares; 2024Q4: 46,923 shares; 2025Q1: 48,164 shares; 2025Q2: 43,504 shares; 2025Q3: 32,203 shares; 2025Q4: 18,936 shares 18,936 $771K 0.09% -13,267 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 21,451 shares; 2025Q1: 19,142 shares; 2025Q2: 27,114 shares; 2025Q3: 17,619 shares; 2025Q4: 10,354 shares 10,354 $769K 0.09% -7,265 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: 34,431 shares; 2024Q4: 25,108 shares; 2025Q1: 28,731 shares; 2025Q2: 26,787 shares; 2025Q3: 18,891 shares; 2025Q4: 9,589 shares 9,589 $761K 0.09% -9,302 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,483 shares; 2025Q1: 142,095 shares; 2025Q2: 174,472 shares; 2025Q3: 97,660 shares; 2025Q4: 52,985 shares 52,985 $760K 0.09% -44,675 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: 101,221 shares; 2024Q4: 89,851 shares; 2025Q1: 74,418 shares; 2025Q2: 69,833 shares; 2025Q3: 49,576 shares; 2025Q4: 30,449 shares 30,449 $756K 0.08% -19,127 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,082 shares; 2025Q2: 29,826 shares; 2025Q3: 19,613 shares; 2025Q4: 12,602 shares 12,602 $756K 0.08% -7,011 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,562 shares; 2024Q4: 11,592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares 4,108 $756K 0.08% new 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: 9,487 shares; 2025Q1: 9,805 shares; 2025Q2: 10,256 shares; 2025Q3: 6,865 shares; 2025Q4: 4,353 shares 4,353 $755K 0.08% -2,512 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,248 shares; 2025Q2: 43,504 shares; 2025Q3: 34,704 shares; 2025Q4: 24,960 shares 24,960 $754K 0.08% -9,744 Timeline MINT PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q3: 7,267 shares; 2025Q4: 7,519 shares 7,519 $754K 0.08% +252 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,779 shares; 2025Q4: 7,316 shares 7,316 $750K 0.08% -3,463 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,112 shares; 2025Q3: 3,968 shares; 2025Q4: 2,174 shares 2,174 $749K 0.08% -1,794 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: 91,914 shares; 2024Q4: 72,675 shares; 2025Q1: 66,245 shares; 2025Q2: 66,307 shares; 2025Q3: 46,067 shares; 2025Q4: 27,196 shares 27,196 $748K 0.08% -18,871 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 29,818 shares; 2025Q1: 27,316 shares; 2025Q2: 27,451 shares; 2025Q3: 20,373 shares; 2025Q4: 11,110 shares 11,110 $748K 0.08% -9,263 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,210 shares; 2024Q4: 17,835 shares; 2025Q1: 17,141 shares; 2025Q2: 20,927 shares; 2025Q3: 14,786 shares; 2025Q4: 10,159 shares 10,159 $747K 0.08% -4,627 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 31,514 shares 31,514 $747K 0.08% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,281 shares; 2024Q4: 172,312 shares; 2025Q1: 178,295 shares; 2025Q2: 173,436 shares; 2025Q3: 113,649 shares; 2025Q4: 56,225 shares 56,225 $738K 0.08% -57,424 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,959 shares; 2024Q4: 31,082 shares; 2025Q1: 26,272 shares; 2025Q2: 26,478 shares; 2025Q3: 16,292 shares; 2025Q4: 8,991 shares 8,991 $737K 0.08% -7,301 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: 14,882 shares; 2024Q4: 13,898 shares; 2025Q1: 11,315 shares; 2025Q2: 11,221 shares; 2025Q3: 8,109 shares; 2025Q4: 6,558 shares 6,558 $736K 0.08% -1,551 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,959 shares; 2024Q4: 34,839 shares; 2025Q1: 30,590 shares; 2025Q2: 34,548 shares; 2025Q3: 24,633 shares; 2025Q4: 18,648 shares 18,648 $735K 0.08% -5,985 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,739 shares; 2024Q4: 33,317 shares; 2025Q1: 43,762 shares; 2025Q2: 59,964 shares; 2025Q3: 45,878 shares; 2025Q4: 31,294 shares 31,294 $732K 0.08% -14,584 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,330 shares; 2024Q4: not reported; 2025Q1: 69,593 shares; 2025Q2: not reported; 2025Q3: 35,856 shares; 2025Q4: 30,116 shares 30,116 $725K 0.08% -5,740 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: 62,529 shares; 2024Q4: 69,488 shares; 2025Q1: 64,778 shares; 2025Q2: 72,348 shares; 2025Q3: 59,104 shares; 2025Q4: 41,470 shares 41,470 $718K 0.08% -17,634 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,579 shares; 2025Q4: 25,532 shares 25,532 $718K 0.08% -7,047 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,084 shares 8,084 $717K 0.08% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,078 shares; 2024Q4: 59,901 shares; 2025Q1: 53,955 shares; 2025Q2: 61,933 shares; 2025Q3: 41,323 shares; 2025Q4: 29,305 shares 29,305 $711K 0.08% -12,018 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,727 shares; 2024Q4: 21,751 shares; 2025Q1: 25,029 shares; 2025Q2: 25,771 shares; 2025Q3: 17,542 shares; 2025Q4: 11,192 shares 11,192 $710K 0.08% -6,350 Timeline VGSH 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: 11,793 shares; 2024Q4: 11,959 shares; 2025Q1: 12,040 shares; 2025Q2: 9,990 shares; 2025Q3: 10,091 shares; 2025Q4: 12,047 shares 12,047 $708K 0.08% +1,956 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: 35,161 shares; 2024Q4: 34,601 shares; 2025Q1: 31,595 shares; 2025Q2: 31,778 shares; 2025Q3: 22,230 shares; 2025Q4: 11,958 shares 11,958 $701K 0.08% -10,272 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,820 shares 5,820 $695K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,006 shares; 2025Q3: not reported; 2025Q4: 2,794 shares 2,794 $690K 0.08% 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: 2,292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 7,331 shares 7,331 $687K 0.08% +6,701 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,006 shares; 2024Q4: 17,722 shares; 2025Q1: 16,079 shares; 2025Q2: 17,171 shares; 2025Q3: 15,378 shares; 2025Q4: 14,144 shares 14,144 $683K 0.08% -1,234 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ 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: 24,943 shares; 2025Q3: 15,817 shares; 2025Q4: 13,759 shares 13,759 $673K 0.08% -2,058 Timeline TLH 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: 2,594 shares; 2024Q4: 2,837 shares; 2025Q1: 2,780 shares; 2025Q2: 3,513 shares; 2025Q3: 3,778 shares; 2025Q4: 6,582 shares 6,582 $669K 0.08% +2,804 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,933 shares; 2024Q4: 91,675 shares; 2025Q1: 83,536 shares; 2025Q2: 95,138 shares; 2025Q3: 73,232 shares; 2025Q4: 41,028 shares 41,028 $660K 0.07% -32,204 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,649 shares; 2024Q4: 22,385 shares; 2025Q1: 36,958 shares; 2025Q2: 26,427 shares; 2025Q3: 17,703 shares; 2025Q4: 9,353 shares 9,353 $626K 0.07% -8,350 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: 83,356 shares; 2024Q4: 68,745 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,247 shares 6,247 $624K 0.07% new Timeline DGRW 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: 3,542 shares; 2024Q4: 6,989 shares; 2025Q1: 9,104 shares; 2025Q2: 10,466 shares; 2025Q3: 3,994 shares; 2025Q4: 6,794 shares 6,794 $608K 0.07% +2,800 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,471 shares; 2025Q4: 1,227 shares 1,227 $599K 0.07% -4,244 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: 16,040 shares; 2024Q4: 16,670 shares; 2025Q1: 12,116 shares; 2025Q2: 12,042 shares; 2025Q3: 11,028 shares; 2025Q4: 12,582 shares 12,582 $559K 0.06% +1,554 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,389 shares 1,389 $551K 0.06% new Timeline BSV 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: 9,319 shares; 2024Q4: 9,021 shares; 2025Q1: 8,104 shares; 2025Q2: 8,723 shares; 2025Q3: 7,710 shares; 2025Q4: 6,925 shares 6,925 $546K 0.06% -785 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 9,537 shares; 2025Q1: 4,911 shares; 2025Q2: 4,038 shares; 2025Q3: 10,002 shares; 2025Q4: 10,804 shares 10,804 $546K 0.06% +802 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 4,172 shares; 2025Q1: 4,127 shares; 2025Q2: 4,075 shares; 2025Q3: 3,829 shares; 2025Q4: 3,800 shares 3,800 $538K 0.06% -29 Timeline OEF 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: 46,108 shares; 2024Q4: 42,488 shares; 2025Q1: 40,993 shares; 2025Q2: 39,746 shares; 2025Q3: 1,388 shares; 2025Q4: 1,469 shares 1,469 $504K 0.06% +81 Timeline VXF 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: 3,006 shares; 2024Q4: 2,736 shares; 2025Q1: 2,629 shares; 2025Q2: 2,616 shares; 2025Q3: 2,594 shares; 2025Q4: 2,388 shares 2,388 $499K 0.06% -206 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: 67,133 shares; 2024Q4: 63,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,608 shares; 2025Q4: 18,324 shares 18,324 $472K 0.05% +6,716 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: 1,924 shares; 2024Q4: 2,467 shares; 2025Q1: 3,857 shares; 2025Q2: 3,345 shares; 2025Q3: 1,541 shares; 2025Q4: 1,314 shares 1,314 $452K 0.05% -227 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,735 shares; 2025Q1: 2,669 shares; 2025Q2: 3,681 shares; 2025Q3: 3,991 shares; 2025Q4: 4,586 shares 4,586 $441K 0.05% +595 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 4,686 shares; 2025Q3: 4,735 shares; 2025Q4: 4,801 shares 4,801 $439K 0.05% +66 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,653 shares; 2025Q1: 4,718 shares; 2025Q2: 4,718 shares; 2025Q3: 4,811 shares; 2025Q4: 4,747 shares 4,747 $436K 0.05% -64 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: not reported; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: 1,932 shares; 2025Q3: 1,941 shares; 2025Q4: 1,956 shares 1,956 $430K 0.05% +15 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,251 shares 8,251 $402K 0.05% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares; 2025Q3: 2,774 shares; 2025Q4: 3,746 shares 3,746 $384K 0.04% +972 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: 20,595 shares; 2024Q4: 22,004 shares; 2025Q1: 23,105 shares; 2025Q2: 16,070 shares; 2025Q3: 18,077 shares; 2025Q4: 3,359 shares 3,359 $383K 0.04% -14,718 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: 12,843 shares; 2025Q2: 12,881 shares; 2025Q3: 12,919 shares; 2025Q4: 13,969 shares 13,969 $366K 0.04% +1,050 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,236 shares; 2025Q1: 2,222 shares; 2025Q2: 2,219 shares; 2025Q3: 2,539 shares; 2025Q4: 2,532 shares 2,532 $363K 0.04% -7 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 926 shares; 2025Q3: 812 shares; 2025Q4: 1,153 shares 1,153 $355K 0.04% +341 Timeline DGP DEUTSCHE BK AG LONDON BRH More: the full row for DEUTSCHE BK AG LONDON BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $322K 0.04% 0 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: 3,639 shares; 2024Q4: 3,127 shares; 2025Q1: 3,063 shares; 2025Q2: 2,999 shares; 2025Q3: 3,151 shares; 2025Q4: 2,793 shares 2,793 $308K 0.03% -358 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,824 shares; 2024Q4: 14,980 shares; 2025Q1: 15,059 shares; 2025Q2: 15,189 shares; 2025Q3: 15,317 shares; 2025Q4: 14,892 shares 14,892 $307K 0.03% -425 Timeline VMBS 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: 8,263 shares; 2024Q4: 8,012 shares; 2025Q1: 7,206 shares; 2025Q2: 7,737 shares; 2025Q3: 6,680 shares; 2025Q4: 5,985 shares 5,985 $282K 0.03% -695 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,589 shares 6,589 $281K 0.03% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest 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: 3,931 shares 3,931 $279K 0.03% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,445 shares; 2025Q1: 355,862 shares; 2025Q2: 252,563 shares; 2025Q3: 193,639 shares; 2025Q4: 16,371 shares 16,371 $277K 0.03% -177,268 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,979 shares; 2025Q1: 20,937 shares; 2025Q2: 9,984 shares; 2025Q3: 10,467 shares; 2025Q4: 11,839 shares 11,839 $273K 0.03% +1,372 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 859 shares; 2025Q4: 855 shares 855 $272K 0.03% -4 Timeline BIV 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: 4,912 shares; 2024Q4: 4,758 shares; 2025Q1: 4,179 shares; 2025Q2: 4,565 shares; 2025Q3: 3,862 shares; 2025Q4: 3,455 shares 3,455 $269K 0.03% -407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,236 shares; 2025Q3: 2,240 shares; 2025Q4: 2,243 shares 2,243 $264K 0.03% +3 Timeline BLV 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: 5,038 shares; 2024Q4: 4,895 shares; 2025Q1: 4,428 shares; 2025Q2: 4,719 shares; 2025Q3: 4,195 shares; 2025Q4: 3,762 shares 3,762 $262K 0.03% -433 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest 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: 3,427 shares 3,427 $261K 0.03% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 2,782 shares; 2025Q4: 2,771 shares 2,771 $249K 0.03% -11 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: 2,092 shares; 2024Q4: 8,120 shares; 2025Q1: 8,125 shares; 2025Q2: 8,130 shares; 2025Q3: 8,134 shares; 2025Q4: 7,583 shares 7,583 $247K 0.03% -551 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 9,838 shares; 2025Q1: 7,651 shares; 2025Q2: 7,567 shares; 2025Q3: 7,247 shares; 2025Q4: 7,301 shares 7,301 $247K 0.03% +54 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,551 shares 3,551 $231K 0.03% new 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: 14,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,466 shares; 2025Q4: 1,244 shares 1,244 $228K 0.03% -222 Timeline IYW 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: 7,384 shares; 2024Q4: 7,608 shares; 2025Q1: 7,851 shares; 2025Q2: 7,728 shares; 2025Q3: 8,420 shares; 2025Q4: 1,128 shares 1,128 $225K 0.03% -7,292 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,701 shares; 2024Q4: 32,938 shares; 2025Q1: 33,184 shares; 2025Q2: 33,464 shares; 2025Q3: not reported; 2025Q4: 20,189 shares 20,189 $216K 0.02% new Timeline