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: 942,322 shares; 2024Q4: 925,910 shares; 2025Q1: 882,683 shares; 2025Q2: 913,083 shares; 2025Q3: 883,115 shares; 2025Q4: 854,549 shares 854,549 $294M 4.29% -28,566 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: 1,704,146 shares; 2024Q4: 1,621,477 shares; 2025Q1: 1,549,346 shares; 2025Q2: 1,346,426 shares; 2025Q3: 1,298,713 shares; 2025Q4: 1,190,302 shares 1,190,302 $222M 3.24% -108,411 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: 540,696 shares; 2024Q4: 540,882 shares; 2025Q1: 530,974 shares; 2025Q2: 467,101 shares; 2025Q3: 459,206 shares; 2025Q4: 442,485 shares 442,485 $214M 3.12% -16,721 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,093 shares; 2024Q4: 697,291 shares; 2025Q1: 684,339 shares; 2025Q2: 676,030 shares; 2025Q3: 660,791 shares; 2025Q4: 625,007 shares 625,007 $196M 2.86% -35,784 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: 830,809 shares; 2024Q4: 834,106 shares; 2025Q1: 801,905 shares; 2025Q2: 712,562 shares; 2025Q3: 704,716 shares; 2025Q4: 621,427 shares 621,427 $195M 2.84% -83,289 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: 841,393 shares; 2024Q4: 838,774 shares; 2025Q1: 756,328 shares; 2025Q2: 704,780 shares; 2025Q3: 700,660 shares; 2025Q4: 612,988 shares 612,988 $167M 2.43% -87,672 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: 807,403 shares; 2024Q4: 806,947 shares; 2025Q1: 817,918 shares; 2025Q2: 767,013 shares; 2025Q3: 760,187 shares; 2025Q4: 663,232 shares 663,232 $153M 2.23% -96,955 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023,770 shares; 2024Q4: 2,000,169 shares; 2025Q1: 2,001,910 shares; 2025Q2: 1,852,147 shares; 2025Q3: 1,818,092 shares; 2025Q4: 1,754,253 shares 1,754,253 $142M 2.08% -63,839 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: 228,850 shares; 2024Q4: 233,781 shares; 2025Q1: 226,634 shares; 2025Q2: 226,942 shares; 2025Q3: 223,616 shares; 2025Q4: 207,630 shares 207,630 $104M 1.52% -15,986 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: 583,147 shares; 2024Q4: 587,512 shares; 2025Q1: 601,145 shares; 2025Q2: 590,071 shares; 2025Q3: 582,479 shares; 2025Q4: 584,412 shares 584,412 $100M 1.46% +1,933 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,007 shares; 2024Q4: 1,372,666 shares; 2025Q1: 1,343,746 shares; 2025Q2: 1,155,843 shares; 2025Q3: 1,172,832 shares; 2025Q4: 1,172,550 shares 1,172,550 $94.1M 1.37% -282 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: 337,822 shares; 2024Q4: 344,063 shares; 2025Q1: 374,017 shares; 2025Q2: 328,814 shares; 2025Q3: 352,735 shares; 2025Q4: 346,012 shares 346,012 $88.9M 1.3% -6,723 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: 279,076 shares; 2024Q4: 279,039 shares; 2025Q1: 277,908 shares; 2025Q2: 269,066 shares; 2025Q3: 262,461 shares; 2025Q4: 257,387 shares 257,387 $82.9M 1.21% -5,074 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,031 shares; 2024Q4: 979,246 shares; 2025Q1: 874,411 shares; 2025Q2: 856,448 shares; 2025Q3: 847,377 shares; 2025Q4: 845,634 shares 845,634 $77.4M 1.13% -1,743 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,430 shares; 2024Q4: 392,612 shares; 2025Q1: 395,451 shares; 2025Q2: 346,308 shares; 2025Q3: 335,231 shares; 2025Q4: 333,901 shares 333,901 $76.3M 1.11% -1,330 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,272 shares; 2024Q4: 383,524 shares; 2025Q1: 381,065 shares; 2025Q2: 352,252 shares; 2025Q3: 349,947 shares; 2025Q4: 354,143 shares 354,143 $75.1M 1.1% +4,196 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,350 shares; 2024Q4: 245,539 shares; 2025Q1: 206,405 shares; 2025Q2: 272,239 shares; 2025Q3: 255,254 shares; 2025Q4: 258,928 shares 258,928 $74.8M 1.09% +3,674 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: 908,991 shares; 2024Q4: 871,154 shares; 2025Q1: 872,296 shares; 2025Q2: 717,605 shares; 2025Q3: 723,773 shares; 2025Q4: 717,134 shares 717,134 $71.6M 1.05% -6,639 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 1,309,035 shares; 2025Q3: 1,219,640 shares; 2025Q4: 1,008,850 shares 1,008,850 $70.4M 1.03% -210,790 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481,142 shares; 2024Q4: 1,446,421 shares; 2025Q1: 1,456,241 shares; 2025Q2: 1,313,538 shares; 2025Q3: 1,305,699 shares; 2025Q4: 1,307,036 shares 1,307,036 $66.4M 0.97% +1,337 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: 680,524 shares; 2024Q4: 676,570 shares; 2025Q1: 681,707 shares; 2025Q2: 513,313 shares; 2025Q3: 511,464 shares; 2025Q4: 509,095 shares 509,095 $59.8M 0.87% -2,369 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: 328,203 shares; 2024Q4: 323,579 shares; 2025Q1: 298,919 shares; 2025Q2: 287,724 shares; 2025Q3: 283,337 shares; 2025Q4: 282,575 shares 282,575 $58.5M 0.85% -762 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,810 shares; 2024Q4: 219,745 shares; 2025Q1: 424,442 shares; 2025Q2: 345,127 shares; 2025Q3: 344,162 shares; 2025Q4: 338,171 shares 338,171 $54.8M 0.8% -5,991 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408,984 shares; 2025Q4: 805,812 shares 805,812 $54.3M 0.79% +396,828 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: 789,647 shares; 2024Q4: 760,610 shares; 2025Q1: 695,025 shares; 2025Q2: 670,358 shares; 2025Q3: 547,200 shares; 2025Q4: 492,211 shares 492,211 $51.8M 0.76% -54,989 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: 227,954 shares; 2024Q4: 227,162 shares; 2025Q1: 228,238 shares; 2025Q2: 388,951 shares; 2025Q3: 353,722 shares; 2025Q4: 332,006 shares 332,006 $50.6M 0.74% -21,716 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,105 shares; 2024Q4: 118,054 shares; 2025Q1: 202,129 shares; 2025Q2: 273,643 shares; 2025Q3: 271,631 shares; 2025Q4: 177,106 shares 177,106 $50.5M 0.74% -94,525 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: 72,159 shares; 2024Q4: 72,031 shares; 2025Q1: 68,616 shares; 2025Q2: 76,280 shares; 2025Q3: 75,752 shares; 2025Q4: 76,062 shares 76,062 $50.2M 0.73% +310 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,888 shares; 2024Q4: 129,123 shares; 2025Q1: 126,552 shares; 2025Q2: 106,307 shares; 2025Q3: 105,820 shares; 2025Q4: 105,724 shares 105,724 $49.2M 0.72% -96 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,533 shares; 2024Q4: 72,753 shares; 2025Q1: 72,721 shares; 2025Q2: 54,359 shares; 2025Q3: 54,343 shares; 2025Q4: 54,901 shares 54,901 $48.3M 0.7% +558 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803,282 shares; 2025Q2: 664,377 shares; 2025Q3: 651,761 shares; 2025Q4: 578,566 shares 578,566 $47.3M 0.69% -73,195 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,130 shares; 2024Q4: 75,683 shares; 2025Q1: 80,473 shares; 2025Q2: 97,109 shares; 2025Q3: 85,045 shares; 2025Q4: 80,731 shares 80,731 $46.8M 0.68% -4,314 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,182 shares; 2024Q4: 133,118 shares; 2025Q1: 129,410 shares; 2025Q2: 80,969 shares; 2025Q3: 80,990 shares; 2025Q4: 81,363 shares 81,363 $46.6M 0.68% +373 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: 350,692 shares; 2024Q4: 351,084 shares; 2025Q1: 341,438 shares; 2025Q2: 327,177 shares; 2025Q3: 324,849 shares; 2025Q4: 317,752 shares 317,752 $45.5M 0.66% -7,097 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 16,740 shares; 2025Q1: 116,198 shares; 2025Q2: 450,941 shares; 2025Q3: 378,018 shares; 2025Q4: 373,515 shares 373,515 $43.6M 0.64% -4,503 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,469 shares; 2024Q4: 575,090 shares; 2025Q1: 571,639 shares; 2025Q2: 534,077 shares; 2025Q3: 533,336 shares; 2025Q4: 550,913 shares 550,913 $43.5M 0.64% +17,577 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,358 shares; 2024Q4: 496,912 shares; 2025Q1: 491,997 shares; 2025Q2: 475,195 shares; 2025Q3: 446,729 shares; 2025Q4: 443,728 shares 443,728 $42.3M 0.62% -3,001 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: 626,213 shares; 2024Q4: 572,348 shares; 2025Q1: 507,917 shares; 2025Q2: 384,499 shares; 2025Q3: 378,049 shares; 2025Q4: 375,068 shares 375,068 $41.8M 0.61% -2,981 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,543 shares; 2024Q4: 491,943 shares; 2025Q1: 504,514 shares; 2025Q2: 496,078 shares; 2025Q3: 496,414 shares; 2025Q4: 480,502 shares 480,502 $41.2M 0.6% -15,912 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: 16,743 shares; 2024Q4: 32,868 shares; 2025Q1: 40,496 shares; 2025Q2: 43,275 shares; 2025Q3: 58,595 shares; 2025Q4: 45,633 shares 45,633 $40.1M 0.59% -12,962 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,871 shares; 2024Q4: 326,955 shares; 2025Q1: 315,731 shares; 2025Q2: 322,226 shares; 2025Q3: 299,583 shares; 2025Q4: 300,402 shares 300,402 $39.9M 0.58% +819 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: 244,674 shares; 2024Q4: 245,585 shares; 2025Q1: 243,596 shares; 2025Q2: 190,041 shares; 2025Q3: 185,075 shares; 2025Q4: 156,327 shares 156,327 $38.6M 0.56% -28,748 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,822 shares; 2024Q4: 490,748 shares; 2025Q1: 466,846 shares; 2025Q2: 428,939 shares; 2025Q3: 426,472 shares; 2025Q4: 263,262 shares 263,262 $38.1M 0.56% -163,210 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,410 shares; 2024Q4: 9,204 shares; 2025Q1: 7,453 shares; 2025Q2: 7,137 shares; 2025Q3: 7,035 shares; 2025Q4: 7,039 shares 7,039 $37.7M 0.55% +4 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: 85,929 shares; 2025Q2: 61,102 shares; 2025Q3: 54,218 shares; 2025Q4: 46,824 shares 46,824 $36.1M 0.53% -7,394 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: 148,774 shares; 2024Q4: 152,366 shares; 2025Q1: 144,642 shares; 2025Q2: 117,478 shares; 2025Q3: 107,756 shares; 2025Q4: 104,092 shares 104,092 $36M 0.53% -3,664 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: 181,269 shares; 2024Q4: 207,309 shares; 2025Q1: 251,933 shares; 2025Q2: 221,111 shares; 2025Q3: 218,500 shares; 2025Q4: 182,597 shares 182,597 $35.6M 0.52% -35,903 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: 63,026 shares; 2024Q4: 63,333 shares; 2025Q1: 63,084 shares; 2025Q2: 61,724 shares; 2025Q3: 60,149 shares; 2025Q4: 61,770 shares 61,770 $35.3M 0.51% +1,621 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,591 shares; 2024Q4: 240,773 shares; 2025Q1: 240,079 shares; 2025Q2: 198,333 shares; 2025Q3: 194,219 shares; 2025Q4: 190,440 shares 190,440 $35.1M 0.51% -3,779 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,461 shares; 2024Q4: 133,566 shares; 2025Q1: 135,113 shares; 2025Q2: 129,209 shares; 2025Q3: 112,137 shares; 2025Q4: 111,766 shares 111,766 $34.9M 0.51% -371 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 73,445 shares; 2025Q2: 193,847 shares; 2025Q3: 163,263 shares; 2025Q4: 282,592 shares 282,592 $34.7M 0.51% +119,329 Timeline XLE 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: 428,273 shares; 2024Q4: 439,145 shares; 2025Q1: 440,153 shares; 2025Q2: 390,018 shares; 2025Q3: 387,900 shares; 2025Q4: 775,630 shares 775,630 $34.7M 0.51% +387,730 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: 285,555 shares; 2024Q4: 285,888 shares; 2025Q1: 287,387 shares; 2025Q2: 192,487 shares; 2025Q3: 191,776 shares; 2025Q4: 188,379 shares 188,379 $34.5M 0.5% -3,397 Timeline XLK 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: 139,640 shares; 2024Q4: 139,640 shares; 2025Q1: 143,687 shares; 2025Q2: 114,292 shares; 2025Q3: 112,830 shares; 2025Q4: 227,784 shares 227,784 $32.8M 0.48% +114,954 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: 29,736 shares; 2024Q4: 29,440 shares; 2025Q1: 27,760 shares; 2025Q2: 24,417 shares; 2025Q3: 24,392 shares; 2025Q4: 46,050 shares 46,050 $31.4M 0.46% +21,658 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477,400 shares 477,400 $31.2M 0.46% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,915 shares; 2024Q4: 303,150 shares; 2025Q1: 306,370 shares; 2025Q2: 237,049 shares; 2025Q3: 219,325 shares; 2025Q4: 213,265 shares 213,265 $30.7M 0.45% -6,060 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453,978 shares; 2024Q4: 1,430,589 shares; 2025Q1: 1,514,267 shares; 2025Q2: 1,508,247 shares; 2025Q3: 1,563,118 shares; 2025Q4: 1,283,087 shares 1,283,087 $30.4M 0.44% -280,031 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,212 shares; 2024Q4: 533,065 shares; 2025Q1: 536,981 shares; 2025Q2: 545,396 shares; 2025Q3: 558,186 shares; 2025Q4: 566,418 shares 566,418 $30.2M 0.44% +8,232 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,130 shares; 2024Q4: 169,225 shares; 2025Q1: 154,736 shares; 2025Q2: 148,615 shares; 2025Q3: 147,806 shares; 2025Q4: 149,133 shares 149,133 $30M 0.44% +1,327 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,777 shares; 2024Q4: 205,731 shares; 2025Q1: 139,692 shares; 2025Q2: 131,661 shares; 2025Q3: 129,324 shares; 2025Q4: 131,594 shares 131,594 $30M 0.44% +2,270 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 241,138 shares; 2025Q4: 1,728,143 shares 1,728,143 $29.8M 0.44% +1,487,005 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,233 shares; 2025Q3: 61,742 shares; 2025Q4: 61,143 shares 61,143 $29.8M 0.43% -599 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,730 shares; 2024Q4: 49,630 shares; 2025Q1: 49,980 shares; 2025Q2: 461,062 shares; 2025Q3: 433,552 shares; 2025Q4: 488,647 shares 488,647 $28.6M 0.42% +55,095 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,895 shares; 2024Q4: 23,889 shares; 2025Q1: 132,198 shares; 2025Q2: 130,396 shares; 2025Q3: 92,738 shares; 2025Q4: 86,578 shares 86,578 $28.6M 0.42% -6,160 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,962 shares; 2024Q4: 307,046 shares; 2025Q1: 286,325 shares; 2025Q2: 276,140 shares; 2025Q3: 273,540 shares; 2025Q4: 342,176 shares 342,176 $28.1M 0.41% +68,636 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,278 shares; 2024Q4: 176,870 shares; 2025Q1: 177,070 shares; 2025Q2: 152,823 shares; 2025Q3: 145,923 shares; 2025Q4: 171,368 shares 171,368 $27.8M 0.41% +25,445 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,412 shares; 2024Q4: 236,912 shares; 2025Q1: 237,311 shares; 2025Q2: 190,273 shares; 2025Q3: 188,725 shares; 2025Q4: 179,117 shares 179,117 $26.9M 0.39% -9,608 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: 20,048 shares; 2024Q4: 25,645 shares; 2025Q1: 25,380 shares; 2025Q2: 24,004 shares; 2025Q3: 24,398 shares; 2025Q4: 24,924 shares 24,924 $26.8M 0.39% +526 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: 130,814 shares; 2024Q4: 125,804 shares; 2025Q1: 128,971 shares; 2025Q2: 1,291,099 shares; 2025Q3: 1,053,801 shares; 2025Q4: 1,072,272 shares 1,072,272 $26.6M 0.39% +18,471 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,049 shares; 2024Q4: 473,818 shares; 2025Q1: 477,121 shares; 2025Q2: 466,052 shares; 2025Q3: 469,851 shares; 2025Q4: 478,669 shares 478,669 $26.3M 0.38% +8,818 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,895 shares; 2024Q4: 199,030 shares; 2025Q1: 198,885 shares; 2025Q2: 211,608 shares; 2025Q3: 212,776 shares; 2025Q4: 208,402 shares 208,402 $26.1M 0.38% -4,374 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,864 shares; 2024Q4: 11,864 shares; 2025Q1: 10,720 shares; 2025Q2: 158,597 shares; 2025Q3: 127,646 shares; 2025Q4: 124,518 shares 124,518 $25.9M 0.38% -3,128 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 392,205 shares; 2025Q3: 281,200 shares; 2025Q4: 313,791 shares 313,791 $25.1M 0.37% +32,591 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,932 shares; 2024Q4: 580,698 shares; 2025Q1: 567,536 shares; 2025Q2: 433,931 shares; 2025Q3: 349,667 shares; 2025Q4: 321,954 shares 321,954 $24.8M 0.36% -27,713 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: 12,495 shares; 2024Q4: 5,904 shares; 2025Q1: 5,010 shares; 2025Q2: 384,097 shares; 2025Q3: 307,161 shares; 2025Q4: 309,147 shares 309,147 $24.5M 0.36% +1,986 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: 67,887 shares; 2024Q4: 67,767 shares; 2025Q1: 67,938 shares; 2025Q2: 66,750 shares; 2025Q3: 69,043 shares; 2025Q4: 61,850 shares 61,850 $24.5M 0.36% -7,193 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: 28,622 shares; 2024Q4: 28,403 shares; 2025Q1: 28,728 shares; 2025Q2: 120,499 shares; 2025Q3: 82,947 shares; 2025Q4: 82,313 shares 82,313 $24.4M 0.36% -634 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,741 shares; 2024Q4: 33,550 shares; 2025Q1: 33,265 shares; 2025Q2: 27,832 shares; 2025Q3: 27,893 shares; 2025Q4: 83,643 shares 83,643 $24M 0.35% +55,750 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,759 shares; 2024Q4: 123,189 shares; 2025Q1: 125,692 shares; 2025Q2: 157,592 shares; 2025Q3: 71,410 shares; 2025Q4: 67,007 shares 67,007 $23.5M 0.34% -4,403 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: 361,081 shares; 2024Q4: 350,761 shares; 2025Q1: 512,961 shares; 2025Q2: 278,276 shares; 2025Q3: 276,277 shares; 2025Q4: 269,727 shares 269,727 $22.9M 0.33% -6,550 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,478 shares; 2024Q4: 526,243 shares; 2025Q1: 613,645 shares; 2025Q2: 398,699 shares; 2025Q3: 380,462 shares; 2025Q4: 367,723 shares 367,723 $22.7M 0.33% -12,739 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,900 shares; 2024Q4: 88,064 shares; 2025Q1: 88,014 shares; 2025Q2: 88,014 shares; 2025Q3: 85,612 shares; 2025Q4: 86,355 shares 86,355 $22.2M 0.32% +743 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: 8,114 shares; 2024Q4: 7,864 shares; 2025Q1: 7,864 shares; 2025Q2: 456,070 shares; 2025Q3: 367,501 shares; 2025Q4: 377,759 shares 377,759 $22.1M 0.32% +10,258 Timeline XLC 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: 234,028 shares; 2024Q4: 233,978 shares; 2025Q1: 240,524 shares; 2025Q2: 190,558 shares; 2025Q3: 184,336 shares; 2025Q4: 185,618 shares 185,618 $21.9M 0.32% +1,282 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 10,450 shares; 2025Q2: 83,117 shares; 2025Q3: 186,905 shares; 2025Q4: 279,152 shares 279,152 $21.6M 0.32% +92,247 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: 406,126 shares; 2024Q4: 406,329 shares; 2025Q1: 407,072 shares; 2025Q2: 394,365 shares; 2025Q3: 392,760 shares; 2025Q4: 399,642 shares 399,642 $21.5M 0.31% +6,882 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,005 shares; 2024Q4: 531,346 shares; 2025Q1: 493,403 shares; 2025Q2: 468,183 shares; 2025Q3: 577,487 shares; 2025Q4: 580,614 shares 580,614 $21.5M 0.31% +3,127 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,965 shares; 2025Q2: 90,630 shares; 2025Q3: 91,545 shares; 2025Q4: 87,665 shares 87,665 $21.2M 0.31% -3,880 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: 6,168 shares; 2024Q4: 3,228 shares; 2025Q1: not reported; 2025Q2: 202,369 shares; 2025Q3: 157,687 shares; 2025Q4: 171,014 shares 171,014 $21M 0.31% +13,327 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: 156,483 shares; 2024Q4: 154,432 shares; 2025Q1: 138,801 shares; 2025Q2: 135,219 shares; 2025Q3: 105,706 shares; 2025Q4: 102,936 shares 102,936 $20.1M 0.29% -2,770 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,951 shares; 2024Q4: 192,131 shares; 2025Q1: 212,597 shares; 2025Q2: 214,245 shares; 2025Q3: 222,513 shares; 2025Q4: 208,788 shares 208,788 $20.1M 0.29% -13,725 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,407 shares; 2025Q3: 198,971 shares; 2025Q4: 269,912 shares 269,912 $20M 0.29% +70,941 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,477 shares; 2024Q4: 14,472 shares; 2025Q1: 14,182 shares; 2025Q2: 26,359 shares; 2025Q3: 26,350 shares; 2025Q4: 130,525 shares 130,525 $20M 0.29% +104,175 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: 54,847 shares; 2024Q4: 54,809 shares; 2025Q1: 54,429 shares; 2025Q2: 54,144 shares; 2025Q3: 54,079 shares; 2025Q4: 53,909 shares 53,909 $19.9M 0.29% -170 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,571 shares; 2024Q4: 122,930 shares; 2025Q1: 152,136 shares; 2025Q2: 218,527 shares; 2025Q3: 214,790 shares; 2025Q4: 188,559 shares 188,559 $19.4M 0.28% -26,231 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,167 shares; 2024Q4: 123,167 shares; 2025Q1: 123,167 shares; 2025Q2: 67,683 shares; 2025Q3: 67,683 shares; 2025Q4: 67,683 shares 67,683 $19.3M 0.28% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,522 shares; 2025Q4: 50,195 shares 50,195 $19.2M 0.28% +18,673 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,086 shares; 2025Q1: 2,012 shares; 2025Q2: 147,489 shares; 2025Q3: 117,043 shares; 2025Q4: 117,617 shares 117,617 $19.2M 0.28% +574 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,282 shares; 2024Q4: 105,426 shares; 2025Q1: 99,076 shares; 2025Q2: 90,951 shares; 2025Q3: 87,545 shares; 2025Q4: 86,599 shares 86,599 $19M 0.28% -946 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,894 shares; 2024Q4: 122,135 shares; 2025Q1: 113,853 shares; 2025Q2: 111,368 shares; 2025Q3: 109,559 shares; 2025Q4: 109,219 shares 109,219 $19M 0.28% -340 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,582 shares; 2025Q3: 57,959 shares; 2025Q4: 73,784 shares 73,784 $18.9M 0.28% +15,825 Timeline XLF 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: 407,125 shares; 2024Q4: 408,395 shares; 2025Q1: 413,050 shares; 2025Q2: 344,285 shares; 2025Q3: 337,205 shares; 2025Q4: 341,450 shares 341,450 $18.7M 0.27% +4,245 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,930 shares; 2024Q4: 72,995 shares; 2025Q1: 41,870 shares; 2025Q2: 46,530 shares; 2025Q3: 47,635 shares; 2025Q4: 47,934 shares 47,934 $18.6M 0.27% +299 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,591 shares; 2025Q2: 40,813 shares; 2025Q3: 35,558 shares; 2025Q4: 34,942 shares 34,942 $18.6M 0.27% -616 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,513 shares; 2024Q4: 431,663 shares; 2025Q1: 343,163 shares; 2025Q2: 173,675 shares; 2025Q3: 168,757 shares; 2025Q4: 162,749 shares 162,749 $18.5M 0.27% -6,008 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532,136 shares; 2025Q3: 372,748 shares; 2025Q4: 385,757 shares 385,757 $18.4M 0.27% +13,009 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 521,075 shares; 2025Q3: 525,809 shares; 2025Q4: 580,513 shares 580,513 $18.1M 0.26% +54,704 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: 4,074 shares; 2025Q3: 158,992 shares; 2025Q4: 369,340 shares 369,340 $18.1M 0.26% +210,348 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399,494 shares; 2025Q3: 1,313,711 shares; 2025Q4: 1,235,253 shares 1,235,253 $17.9M 0.26% -78,458 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,952 shares; 2024Q4: 114,422 shares; 2025Q1: 111,857 shares; 2025Q2: 109,684 shares; 2025Q3: 109,634 shares; 2025Q4: 111,190 shares 111,190 $17.9M 0.26% +1,556 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,475 shares; 2024Q4: 139,504 shares; 2025Q1: 116,865 shares; 2025Q2: 67,382 shares; 2025Q3: 64,376 shares; 2025Q4: 57,952 shares 57,952 $17.7M 0.26% -6,424 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,621 shares; 2024Q4: 78,272 shares; 2025Q1: 78,913 shares; 2025Q2: 78,915 shares; 2025Q3: 78,616 shares; 2025Q4: 71,348 shares 71,348 $17.2M 0.25% -7,268 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 364,687 shares; 2025Q3: 340,623 shares; 2025Q4: 379,292 shares 379,292 $17.2M 0.25% +38,669 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,914 shares; 2024Q4: 255,371 shares; 2025Q1: 252,826 shares; 2025Q2: 243,597 shares; 2025Q3: 240,777 shares; 2025Q4: 243,114 shares 243,114 $17M 0.25% +2,337 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,986 shares; 2024Q4: 227,359 shares; 2025Q1: 158,229 shares; 2025Q2: 138,140 shares; 2025Q3: 137,669 shares; 2025Q4: 117,529 shares 117,529 $16.9M 0.25% -20,140 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,354 shares; 2024Q4: 206,067 shares; 2025Q1: 207,056 shares; 2025Q2: 206,164 shares; 2025Q3: 207,258 shares; 2025Q4: 208,531 shares 208,531 $16.3M 0.24% +1,273 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,232 shares; 2024Q4: 1,041,781 shares; 2025Q1: 314,371 shares; 2025Q2: 315,226 shares; 2025Q3: 269,241 shares; 2025Q4: 267,229 shares 267,229 $16.1M 0.24% -2,012 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,870 shares; 2024Q4: 352,140 shares; 2025Q1: 187,395 shares; 2025Q2: 187,345 shares; 2025Q3: 193,045 shares; 2025Q4: 203,730 shares 203,730 $16.1M 0.24% +10,685 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,518 shares; 2024Q4: 118,913 shares; 2025Q1: 117,493 shares; 2025Q2: 116,314 shares; 2025Q3: 115,902 shares; 2025Q4: 114,835 shares 114,835 $15.8M 0.23% -1,067 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,229 shares; 2024Q4: 47,833 shares; 2025Q1: 43,894 shares; 2025Q2: 43,442 shares; 2025Q3: 69,082 shares; 2025Q4: 68,406 shares 68,406 $15.8M 0.23% -676 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,576 shares; 2024Q4: 191,954 shares; 2025Q1: 173,389 shares; 2025Q2: 167,549 shares; 2025Q3: 168,836 shares; 2025Q4: 177,854 shares 177,854 $15.6M 0.23% +9,018 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: 334,916 shares; 2024Q4: 300,813 shares; 2025Q1: 337,634 shares; 2025Q2: 391,029 shares; 2025Q3: 416,289 shares; 2025Q4: 378,629 shares 378,629 $15.4M 0.23% -37,660 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,900 shares; 2024Q4: 589,900 shares; 2025Q1: 484,900 shares; 2025Q2: 484,900 shares; 2025Q3: 484,900 shares; 2025Q4: 469,900 shares 469,900 $15.4M 0.22% -15,000 Timeline KRE 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: 228,449 shares; 2024Q4: 228,274 shares; 2025Q1: 237,864 shares; 2025Q2: 226,249 shares; 2025Q3: 233,216 shares; 2025Q4: 233,834 shares 233,834 $15.2M 0.22% +618 Timeline VGK 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: 176,032 shares; 2024Q4: 176,502 shares; 2025Q1: 179,469 shares; 2025Q2: 177,116 shares; 2025Q3: 176,517 shares; 2025Q4: 180,794 shares 180,794 $15.1M 0.22% +4,277 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: 171,367 shares; 2024Q4: 173,470 shares; 2025Q1: 177,564 shares; 2025Q2: 126,333 shares; 2025Q3: 124,886 shares; 2025Q4: 125,591 shares 125,591 $15.1M 0.22% +705 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,621 shares; 2024Q4: 32,501 shares; 2025Q1: 32,661 shares; 2025Q2: 89,269 shares; 2025Q3: 90,352 shares; 2025Q4: 83,515 shares 83,515 $15M 0.22% -6,837 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,940 shares; 2024Q4: 141,698 shares; 2025Q1: 164,043 shares; 2025Q2: 159,836 shares; 2025Q3: 156,457 shares; 2025Q4: 151,353 shares 151,353 $14.8M 0.22% -5,104 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,602 shares; 2024Q4: 203,216 shares; 2025Q1: 189,745 shares; 2025Q2: 87,021 shares; 2025Q3: 84,728 shares; 2025Q4: 52,736 shares 52,736 $14M 0.2% -31,992 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: 139,899 shares; 2024Q4: 140,836 shares; 2025Q1: 140,524 shares; 2025Q2: 144,311 shares; 2025Q3: 148,373 shares; 2025Q4: 149,386 shares 149,386 $13.4M 0.2% +1,013 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311,578 shares; 2025Q3: 310,008 shares; 2025Q4: 400,459 shares 400,459 $13.3M 0.19% +90,451 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,523 shares; 2024Q4: 159,439 shares; 2025Q1: 162,471 shares; 2025Q2: 62,426 shares; 2025Q3: 65,220 shares; 2025Q4: 63,220 shares 63,220 $13.1M 0.19% -2,000 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,065 shares; 2024Q4: 104,992 shares; 2025Q1: 112,230 shares; 2025Q2: 111,750 shares; 2025Q3: 81,744 shares; 2025Q4: 67,074 shares 67,074 $13M 0.19% -14,670 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: 1,377,425 shares; 2024Q4: 1,211,335 shares; 2025Q1: 776,798 shares; 2025Q2: 596,964 shares; 2025Q3: 572,327 shares; 2025Q4: 518,460 shares 518,460 $12.9M 0.19% -53,867 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,663 shares; 2024Q4: 235,787 shares; 2025Q1: 233,702 shares; 2025Q2: 232,097 shares; 2025Q3: 249,114 shares; 2025Q4: 243,611 shares 243,611 $12.8M 0.19% -5,503 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,950 shares; 2024Q4: 130,000 shares; 2025Q1: 142,625 shares; 2025Q2: 93,257 shares; 2025Q3: 93,107 shares; 2025Q4: 93,107 shares 93,107 $12.7M 0.18% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 405,472 shares; 2025Q3: 404,795 shares; 2025Q4: 288,165 shares 288,165 $12.5M 0.18% -116,630 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: 115,508 shares; 2024Q4: 115,508 shares; 2025Q1: 113,191 shares; 2025Q2: 112,505 shares; 2025Q3: 112,459 shares; 2025Q4: 112,468 shares 112,468 $12.4M 0.18% +9 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,610 shares; 2024Q4: 125,175 shares; 2025Q1: 88,650 shares; 2025Q2: 79,999 shares; 2025Q3: 74,300 shares; 2025Q4: 69,570 shares 69,570 $12.4M 0.18% -4,730 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,624 shares; 2024Q4: 27,455 shares; 2025Q1: 27,536 shares; 2025Q2: 27,636 shares; 2025Q3: 27,613 shares; 2025Q4: 19,495 shares 19,495 $12.1M 0.18% -8,118 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,340 shares; 2024Q4: 45,838 shares; 2025Q1: 47,181 shares; 2025Q2: 51,941 shares; 2025Q3: 44,681 shares; 2025Q4: 52,916 shares 52,916 $12.1M 0.18% +8,235 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: 88,176 shares; 2024Q4: 88,009 shares; 2025Q1: 85,935 shares; 2025Q2: 86,130 shares; 2025Q3: 85,142 shares; 2025Q4: 34,262 shares 34,262 $12M 0.18% -50,880 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,835 shares; 2024Q4: 147,315 shares; 2025Q1: 144,802 shares; 2025Q2: 144,957 shares; 2025Q3: 136,904 shares; 2025Q4: 127,671 shares 127,671 $11.9M 0.17% -9,233 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,023 shares; 2024Q4: 189,770 shares; 2025Q1: 165,192 shares; 2025Q2: 157,111 shares; 2025Q3: 154,449 shares; 2025Q4: 161,920 shares 161,920 $11.9M 0.17% +7,471 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,170 shares; 2024Q4: 113,160 shares; 2025Q1: 146,415 shares; 2025Q2: 131,390 shares; 2025Q3: 122,665 shares; 2025Q4: 113,525 shares 113,525 $11.6M 0.17% -9,140 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,258 shares; 2024Q4: 500,551 shares; 2025Q1: 504,881 shares; 2025Q2: 512,395 shares; 2025Q3: 507,700 shares; 2025Q4: 280,637 shares 280,637 $11.5M 0.17% -227,063 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,097 shares; 2024Q4: 21,690 shares; 2025Q1: 18,790 shares; 2025Q2: 549,786 shares; 2025Q3: 432,313 shares; 2025Q4: 295,806 shares 295,806 $10.9M 0.16% -136,507 Timeline XLV 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: 73,531 shares; 2024Q4: 73,441 shares; 2025Q1: 72,241 shares; 2025Q2: 68,252 shares; 2025Q3: 67,532 shares; 2025Q4: 70,097 shares 70,097 $10.9M 0.16% +2,565 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,140 shares; 2024Q4: 171,033 shares; 2025Q1: 153,869 shares; 2025Q2: 153,103 shares; 2025Q3: 154,867 shares; 2025Q4: 143,842 shares 143,842 $10.6M 0.15% -11,025 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,364 shares; 2025Q3: 152,445 shares; 2025Q4: 128,455 shares 128,455 $10.5M 0.15% -23,990 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,290 shares; 2024Q4: 340,840 shares; 2025Q1: 358,813 shares; 2025Q2: 186,594 shares; 2025Q3: 202,609 shares; 2025Q4: 198,393 shares 198,393 $10.5M 0.15% -4,216 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,837 shares; 2025Q3: 65,168 shares; 2025Q4: 30,930 shares 30,930 $10.4M 0.15% -34,238 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,971 shares; 2024Q4: 58,116 shares; 2025Q1: 55,996 shares; 2025Q2: 57,747 shares; 2025Q3: 55,154 shares; 2025Q4: 123,494 shares 123,494 $10.4M 0.15% +68,340 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: 122,688 shares; 2024Q4: 234,625 shares; 2025Q1: 243,736 shares; 2025Q2: 142,270 shares; 2025Q3: 122,459 shares; 2025Q4: 107,325 shares 107,325 $10.4M 0.15% -15,134 Timeline XBI 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: 73,469 shares; 2024Q4: 68,210 shares; 2025Q1: 95,230 shares; 2025Q2: 84,986 shares; 2025Q3: 84,840 shares; 2025Q4: 84,715 shares 84,715 $10.3M 0.15% -125 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL 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: 230,700 shares; 2025Q4: 220,775 shares 220,775 $9.8M 0.14% -9,925 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: 314,196 shares; 2025Q3: 250,192 shares; 2025Q4: 149,505 shares 149,505 $9.73M 0.14% -100,687 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,253 shares; 2024Q4: 182,349 shares; 2025Q1: 170,594 shares; 2025Q2: 97,696 shares; 2025Q3: 92,824 shares; 2025Q4: 95,687 shares 95,687 $9.56M 0.14% +2,863 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 26,191 shares; 2025Q2: 26,214 shares; 2025Q3: 26,717 shares; 2025Q4: 36,616 shares 36,616 $9.48M 0.14% +9,899 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: 20,190 shares; 2024Q4: 20,109 shares; 2025Q1: 18,155 shares; 2025Q2: 17,480 shares; 2025Q3: 17,312 shares; 2025Q4: 52,241 shares 52,241 $9.33M 0.14% +34,929 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,980 shares; 2024Q4: 22,520 shares; 2025Q1: 22,545 shares; 2025Q2: 22,610 shares; 2025Q3: 22,635 shares; 2025Q4: 20,885 shares 20,885 $9.32M 0.14% -1,750 CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,400 shares; 2024Q4: 75,400 shares; 2025Q1: 50,400 shares; 2025Q2: 50,400 shares; 2025Q3: 50,400 shares; 2025Q4: 50,400 shares 50,400 $9.3M 0.14% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,355 shares; 2024Q4: 15,056 shares; 2025Q1: 14,273 shares; 2025Q2: 14,109 shares; 2025Q3: 14,051 shares; 2025Q4: 14,030 shares 14,030 $9.29M 0.14% -21 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 22,070 shares; 2025Q1: 23,745 shares; 2025Q2: 37,202 shares; 2025Q3: 36,742 shares; 2025Q4: 36,801 shares 36,801 $9.23M 0.13% +59 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,603 shares; 2024Q4: 22,102 shares; 2025Q1: 21,874 shares; 2025Q2: 22,099 shares; 2025Q3: 21,947 shares; 2025Q4: 21,827 shares 21,827 $9.21M 0.13% -120 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 7,550 shares; 2025Q1: 35,670 shares; 2025Q2: 101,455 shares; 2025Q3: 92,565 shares; 2025Q4: 81,430 shares 81,430 $9.21M 0.13% -11,135 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,797 shares; 2024Q4: 75,197 shares; 2025Q1: 74,382 shares; 2025Q2: 74,781 shares; 2025Q3: 74,765 shares; 2025Q4: 74,744 shares 74,744 $9.17M 0.13% -21 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 20,004 shares; 2025Q1: 19,742 shares; 2025Q2: 19,391 shares; 2025Q3: 20,588 shares; 2025Q4: 20,945 shares 20,945 $8.93M 0.13% +357 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,659 shares; 2024Q4: 272,827 shares; 2025Q1: 66,844 shares; 2025Q2: 204,132 shares; 2025Q3: 182,053 shares; 2025Q4: 162,245 shares 162,245 $8.79M 0.13% -19,808 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 35,314 shares; 2025Q1: 30,009 shares; 2025Q2: 28,514 shares; 2025Q3: 26,979 shares; 2025Q4: 26,553 shares 26,553 $7.86M 0.11% -426 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,890 shares; 2024Q4: 68,095 shares; 2025Q1: 68,547 shares; 2025Q2: 68,294 shares; 2025Q3: 68,827 shares; 2025Q4: 67,648 shares 67,648 $7.8M 0.11% -1,179 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382,180 shares 382,180 $7.3M 0.11% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,868 shares; 2024Q4: 21,315 shares; 2025Q1: 23,360 shares; 2025Q2: 24,169 shares; 2025Q3: 24,733 shares; 2025Q4: 24,854 shares 24,854 $7.3M 0.11% +121 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,421 shares; 2024Q4: 131,272 shares; 2025Q1: 251,563 shares; 2025Q2: 252,032 shares; 2025Q3: 235,009 shares; 2025Q4: 222,213 shares 222,213 $7.29M 0.11% -12,796 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: 82,396 shares; 2024Q4: 83,007 shares; 2025Q1: 82,075 shares; 2025Q2: 83,291 shares; 2025Q3: 83,942 shares; 2025Q4: 82,446 shares 82,446 $7.18M 0.1% -1,496 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,227 shares; 2024Q4: 20,142 shares; 2025Q1: 20,800 shares; 2025Q2: 22,074 shares; 2025Q3: 21,370 shares; 2025Q4: 21,920 shares 21,920 $7.17M 0.1% +550 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,857 shares; 2024Q4: 163,753 shares; 2025Q1: 157,499 shares; 2025Q2: 156,068 shares; 2025Q3: 156,919 shares; 2025Q4: 140,118 shares 140,118 $7.02M 0.1% -16,801 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 16,085 shares; 2025Q1: 16,050 shares; 2025Q2: 15,935 shares; 2025Q3: 15,885 shares; 2025Q4: 15,245 shares 15,245 $6.94M 0.1% -640 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,438 shares; 2024Q4: 29,433 shares; 2025Q1: 29,798 shares; 2025Q2: 29,798 shares; 2025Q3: 29,828 shares; 2025Q4: 27,962 shares 27,962 $6.89M 0.1% -1,866 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,257 shares; 2024Q4: 45,155 shares; 2025Q1: 67,533 shares; 2025Q2: 124,174 shares; 2025Q3: 109,785 shares; 2025Q4: 78,970 shares 78,970 $6.88M 0.1% -30,815 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 93,700 shares; 2025Q1: 120,400 shares; 2025Q2: 149,856 shares; 2025Q3: 183,866 shares; 2025Q4: 195,382 shares 195,382 $6.87M 0.1% +11,516 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: 4,676 shares; 2024Q4: 5,041 shares; 2025Q1: 5,076 shares; 2025Q2: 5,081 shares; 2025Q3: 6,946 shares; 2025Q4: 11,917 shares 11,917 $6.84M 0.1% +4,971 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 5,721 shares; 2025Q1: 5,973 shares; 2025Q2: 5,891 shares; 2025Q3: 6,107 shares; 2025Q4: 14,356 shares 14,356 $6.79M 0.1% +8,249 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY 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: 95,000 shares; 2025Q2: 182,000 shares; 2025Q3: 220,500 shares; 2025Q4: 575,500 shares 575,500 $6.58M 0.1% +355,000 Timeline RSP 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: 19,372 shares; 2024Q4: 34,978 shares; 2025Q1: 38,578 shares; 2025Q2: 33,300 shares; 2025Q3: 32,911 shares; 2025Q4: 33,288 shares 33,288 $6.38M 0.09% +377 Timeline IWP 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: 57,558 shares; 2024Q4: 55,323 shares; 2025Q1: 52,015 shares; 2025Q2: 51,360 shares; 2025Q3: 46,387 shares; 2025Q4: 45,908 shares 45,908 $6.29M 0.09% -479 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,805 shares; 2025Q1: 231,005 shares; 2025Q2: 57,620 shares; 2025Q3: 57,447 shares; 2025Q4: 56,796 shares 56,796 $6.27M 0.09% -651 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,150 shares; 2024Q4: 127,150 shares; 2025Q1: 127,150 shares; 2025Q2: 147,150 shares; 2025Q3: 147,150 shares; 2025Q4: 147,150 shares 147,150 $6.22M 0.09% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,527 shares; 2024Q4: 860,527 shares; 2025Q1: 813,513 shares; 2025Q2: 827,413 shares; 2025Q3: 633,413 shares; 2025Q4: 623,413 shares 623,413 $6.22M 0.09% -10,000 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: 7,039 shares; 2025Q1: 6,904 shares; 2025Q2: 6,929 shares; 2025Q3: 6,914 shares; 2025Q4: 11,851 shares 11,851 $6.19M 0.09% +4,937 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,998 shares; 2024Q4: 307,364 shares; 2025Q1: 144,896 shares; 2025Q2: 235,065 shares; 2025Q3: 102,619 shares; 2025Q4: 220,664 shares 220,664 $6.18M 0.09% +118,045 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 22,028 shares; 2025Q1: 20,396 shares; 2025Q2: 23,370 shares; 2025Q3: 23,370 shares; 2025Q4: 25,427 shares 25,427 $6.16M 0.09% +2,057 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,910 shares; 2024Q4: 263,260 shares; 2025Q1: 180,732 shares; 2025Q2: 42,210 shares; 2025Q3: 51,260 shares; 2025Q4: 56,155 shares 56,155 $6.15M 0.09% +4,895 Timeline ITB 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: 57,865 shares; 2025Q4: 63,414 shares 63,414 $6.11M 0.09% +5,549 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,497 shares; 2024Q4: 142,826 shares; 2025Q1: 142,661 shares; 2025Q2: 142,741 shares; 2025Q3: 135,216 shares; 2025Q4: 134,476 shares 134,476 $6.02M 0.09% -740 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,000 shares; 2025Q1: 255,000 shares; 2025Q2: 259,000 shares; 2025Q3: 274,000 shares; 2025Q4: 304,000 shares 304,000 $5.99M 0.09% +30,000 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: 64,486 shares; 2024Q4: 40,239 shares; 2025Q1: 39,802 shares; 2025Q2: 39,415 shares; 2025Q3: 39,284 shares; 2025Q4: 36,687 shares 36,687 $5.97M 0.09% -2,597 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,815 shares 119,815 $5.82M 0.08% new Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,433 shares; 2024Q4: 420,433 shares; 2025Q1: 415,433 shares; 2025Q2: 447,561 shares; 2025Q3: 456,494 shares; 2025Q4: 468,503 shares 468,503 $5.72M 0.08% +12,009 Timeline TDUP THREDUP INC More: the full row for THREDUP 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: 970,000 shares; 2025Q2: 880,000 shares; 2025Q3: 880,000 shares; 2025Q4: 880,000 shares 880,000 $5.62M 0.08% 0 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: 464,724 shares; 2024Q4: 571,322 shares; 2025Q1: 444,156 shares; 2025Q2: 455,376 shares; 2025Q3: 444,515 shares; 2025Q4: 441,597 shares 441,597 $5.5M 0.08% -2,918 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,434 shares; 2024Q4: 161,028 shares; 2025Q1: 10,807 shares; 2025Q2: 10,807 shares; 2025Q3: 41,128 shares; 2025Q4: 45,645 shares 45,645 $5.35M 0.08% +4,517 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,785 shares; 2024Q4: 82,570 shares; 2025Q1: 78,485 shares; 2025Q2: 78,185 shares; 2025Q3: 62,190 shares; 2025Q4: 62,040 shares 62,040 $5.29M 0.08% -150 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.08% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,719 shares; 2025Q3: 14,863 shares; 2025Q4: 14,660 shares 14,660 $5.24M 0.08% -203 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,985 shares; 2024Q4: 734,367 shares; 2025Q1: 631,100 shares; 2025Q2: 212,912 shares; 2025Q3: 195,110 shares; 2025Q4: 204,001 shares 204,001 $5.22M 0.08% +8,891 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,813 shares; 2024Q4: 24,777 shares; 2025Q1: 24,890 shares; 2025Q2: 25,286 shares; 2025Q3: 25,262 shares; 2025Q4: 8,988 shares 8,988 $5.09M 0.07% -16,274 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,950 shares; 2024Q4: 88,190 shares; 2025Q1: 90,370 shares; 2025Q2: 90,380 shares; 2025Q3: 111,880 shares; 2025Q4: 103,450 shares 103,450 $5.07M 0.07% -8,430 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,275 shares; 2024Q4: 261,576 shares; 2025Q1: 272,552 shares; 2025Q2: 81,655 shares; 2025Q3: 86,355 shares; 2025Q4: 78,164 shares 78,164 $4.98M 0.07% -8,191 Timeline VOE 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: 29,382 shares; 2024Q4: 27,959 shares; 2025Q1: 26,585 shares; 2025Q2: 26,150 shares; 2025Q3: 26,293 shares; 2025Q4: 28,012 shares 28,012 $4.97M 0.07% +1,719 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 14,820 shares; 2025Q1: 14,520 shares; 2025Q2: 14,520 shares; 2025Q3: 14,520 shares; 2025Q4: 14,520 shares 14,520 $4.91M 0.07% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,239 shares; 2024Q4: 94,655 shares; 2025Q1: 93,582 shares; 2025Q2: 113,763 shares; 2025Q3: 112,561 shares; 2025Q4: 89,447 shares 89,447 $4.82M 0.07% -23,114 Timeline NCSM NCS MULTISTAGE HLDGS INC More: the full row for NCS MULTISTAGE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,357 shares; 2024Q4: 142,702 shares; 2025Q1: 142,702 shares; 2025Q2: 132,702 shares; 2025Q3: 121,602 shares; 2025Q4: 121,602 shares 121,602 $4.8M 0.07% 0 Timeline IWN 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: 26,532 shares; 2024Q4: 26,182 shares; 2025Q1: 25,612 shares; 2025Q2: 25,612 shares; 2025Q3: 25,482 shares; 2025Q4: 26,340 shares 26,340 $4.77M 0.07% +858 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,140 shares; 2024Q4: 24,140 shares; 2025Q1: 28,340 shares; 2025Q2: 28,340 shares; 2025Q3: 28,340 shares; 2025Q4: 27,489 shares 27,489 $4.66M 0.07% -851 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,461 shares; 2024Q4: 48,227 shares; 2025Q1: 51,544 shares; 2025Q2: 46,744 shares; 2025Q3: 38,865 shares; 2025Q4: 37,310 shares 37,310 $4.66M 0.07% -1,555 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: 260,017 shares; 2024Q4: 248,896 shares; 2025Q1: 246,317 shares; 2025Q2: 171,687 shares; 2025Q3: 168,587 shares; 2025Q4: 168,030 shares 168,030 $4.62M 0.07% -557 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,418 shares; 2024Q4: 87,393 shares; 2025Q1: 108,458 shares; 2025Q2: 108,436 shares; 2025Q3: 108,936 shares; 2025Q4: 101,406 shares 101,406 $4.62M 0.07% -7,530 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 7,749 shares; 2025Q1: 11,830 shares; 2025Q2: 7,084 shares; 2025Q3: 7,012 shares; 2025Q4: 4,288 shares 4,288 $4.59M 0.07% -2,724 Timeline SVAL 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: 10,000 shares; 2025Q3: 134,140 shares; 2025Q4: 133,234 shares 133,234 $4.57M 0.07% -906 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,435 shares; 2024Q4: 9,555 shares; 2025Q1: 10,230 shares; 2025Q2: 10,110 shares; 2025Q3: 11,960 shares; 2025Q4: 11,960 shares 11,960 $4.47M 0.07% 0 Timeline VDC 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: 19,280 shares; 2024Q4: 25,453 shares; 2025Q1: 19,915 shares; 2025Q2: 16,231 shares; 2025Q3: 31,841 shares; 2025Q4: 20,294 shares 20,294 $4.29M 0.06% -11,547 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,357 shares; 2024Q4: 10,791 shares; 2025Q1: 10,208 shares; 2025Q2: 9,955 shares; 2025Q3: 12,935 shares; 2025Q4: 18,635 shares 18,635 $4.17M 0.06% +5,700 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest 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: 213,800 shares; 2025Q4: 207,585 shares 207,585 $4.15M 0.06% -6,215 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 10,147 shares; 2025Q1: 8,681 shares; 2025Q2: 81,187 shares; 2025Q3: 80,934 shares; 2025Q4: 82,955 shares 82,955 $4.08M 0.06% +2,021 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: 17,960 shares; 2024Q4: 17,868 shares; 2025Q1: 17,217 shares; 2025Q2: 18,008 shares; 2025Q3: 18,223 shares; 2025Q4: 19,228 shares 19,228 $4.07M 0.06% +1,005 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 130,000 shares; 2025Q4: 290,000 shares 290,000 $4M 0.06% +160,000 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,068 shares 61,068 $4M 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,433 shares; 2024Q4: 39,520 shares; 2025Q1: 84,310 shares; 2025Q2: 89,238 shares; 2025Q3: 88,382 shares; 2025Q4: 42,234 shares 42,234 $3.95M 0.06% -46,148 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 5,652 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,835 shares; 2025Q4: 18,701 shares 18,701 $3.93M 0.06% +14,866 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: 11,046 shares; 2024Q4: 11,246 shares; 2025Q1: 11,459 shares; 2025Q2: 16,305 shares; 2025Q3: 16,945 shares; 2025Q4: 15,704 shares 15,704 $3.87M 0.06% -1,241 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: 7,866 shares; 2024Q4: 7,237 shares; 2025Q1: 7,481 shares; 2025Q2: 7,521 shares; 2025Q3: 7,600 shares; 2025Q4: 8,074 shares 8,074 $3.77M 0.06% +474 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,756 shares; 2024Q4: 7,154 shares; 2025Q1: 8,825 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 10,979 shares 10,979 $3.68M 0.05% +2,132 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,628 shares; 2024Q4: 101,848 shares; 2025Q1: 101,523 shares; 2025Q2: 101,388 shares; 2025Q3: 99,458 shares; 2025Q4: 98,678 shares 98,678 $3.63M 0.05% -780 Timeline PHO 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: 55,873 shares; 2024Q4: 54,971 shares; 2025Q1: 52,711 shares; 2025Q2: 51,308 shares; 2025Q3: 51,491 shares; 2025Q4: 51,266 shares 51,266 $3.61M 0.05% -225 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: 43,445 shares; 2024Q4: 53,864 shares; 2025Q1: 27,630 shares; 2025Q2: 48,710 shares; 2025Q3: 49,589 shares; 2025Q4: 36,333 shares 36,333 $3.6M 0.05% -13,256 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,555 shares; 2024Q4: 55,442 shares; 2025Q1: 55,852 shares; 2025Q2: 55,892 shares; 2025Q3: 56,042 shares; 2025Q4: 78,037 shares 78,037 $3.58M 0.05% +21,995 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS 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: 82,699 shares; 2025Q2: 128,649 shares; 2025Q3: 126,629 shares; 2025Q4: 103,414 shares 103,414 $3.56M 0.05% -23,215 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,400 shares; 2024Q4: 75,400 shares; 2025Q1: 75,400 shares; 2025Q2: 75,400 shares; 2025Q3: 75,400 shares; 2025Q4: 75,400 shares 75,400 $3.55M 0.05% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 36,495 shares; 2025Q4: 73,030 shares 73,030 $3.54M 0.05% +36,535 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,100 shares; 2024Q4: 417,100 shares; 2025Q1: 417,100 shares; 2025Q2: 417,100 shares; 2025Q3: 447,100 shares; 2025Q4: 472,100 shares 472,100 $3.51M 0.05% +25,000 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 709,884 shares; 2025Q2: 796,634 shares; 2025Q3: 647,734 shares; 2025Q4: 191,539 shares 191,539 $3.42M 0.05% -456,195 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT 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: 355,000 shares; 2025Q3: 355,000 shares; 2025Q4: 355,000 shares 355,000 $3.41M 0.05% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,157 shares; 2024Q4: 48,946 shares; 2025Q1: 14,698 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,660 shares 24,660 $3.4M 0.05% new 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: 42,325 shares; 2024Q4: 42,275 shares; 2025Q1: 41,875 shares; 2025Q2: 41,575 shares; 2025Q3: 40,270 shares; 2025Q4: 39,626 shares 39,626 $3.29M 0.05% -644 Timeline YEXT YEXT INC More: the full row for YEXT 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: 335,000 shares; 2025Q2: 395,000 shares; 2025Q3: 405,000 shares; 2025Q4: 405,000 shares 405,000 $3.26M 0.05% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,621 shares; 2024Q4: 21,873 shares; 2025Q1: 21,993 shares; 2025Q2: 25,868 shares; 2025Q3: 25,543 shares; 2025Q4: 25,588 shares 25,588 $3.24M 0.05% +45 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: 20,015 shares; 2025Q1: 18,750 shares; 2025Q2: 18,361 shares; 2025Q3: 18,115 shares; 2025Q4: 18,872 shares 18,872 $3.23M 0.05% +757 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,320 shares; 2025Q4: 14,219 shares 14,219 $3.22M 0.05% +12,899 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,651 shares; 2024Q4: 59,149 shares; 2025Q1: 58,259 shares; 2025Q2: 32,154 shares; 2025Q3: 37,143 shares; 2025Q4: 31,702 shares 31,702 $3.2M 0.05% -5,441 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,489 shares; 2024Q4: 77,304 shares; 2025Q1: 63,180 shares; 2025Q2: 62,084 shares; 2025Q3: 61,374 shares; 2025Q4: 59,164 shares 59,164 $3.18M 0.05% -2,210 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT 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: 300,000 shares; 2025Q4: 300,000 shares 300,000 $3.13M 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,936 shares; 2025Q1: 16,939 shares; 2025Q2: 16,139 shares; 2025Q3: 16,143 shares; 2025Q4: 16,222 shares 16,222 $3.1M 0.05% +79 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,450 shares; 2024Q4: 67,974 shares; 2025Q1: 67,369 shares; 2025Q2: 68,884 shares; 2025Q3: 53,019 shares; 2025Q4: 49,855 shares 49,855 $3.09M 0.05% -3,164 Timeline MGC 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: 12,225 shares; 2024Q4: 12,225 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 12,225 shares 12,225 $3.07M 0.04% -15 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: 16,942 shares; 2024Q4: 17,194 shares; 2025Q1: 16,797 shares; 2025Q2: 17,388 shares; 2025Q3: 17,342 shares; 2025Q4: 3,551 shares 3,551 $3.06M 0.04% -13,791 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,283 shares; 2024Q4: 25,449 shares; 2025Q1: 25,449 shares; 2025Q2: 25,449 shares; 2025Q3: 25,515 shares; 2025Q4: 25,515 shares 25,515 $3.06M 0.04% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 9,673 shares; 2025Q1: 9,573 shares; 2025Q2: 9,498 shares; 2025Q3: 9,152 shares; 2025Q4: 9,164 shares 9,164 $3.01M 0.04% +12 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 19,375 shares 19,375 $2.97M 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,728 shares; 2024Q4: 26,617 shares; 2025Q1: 24,957 shares; 2025Q2: 23,374 shares; 2025Q3: 23,246 shares; 2025Q4: 22,929 shares 22,929 $2.96M 0.04% -317 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: 13,380 shares; 2024Q4: 13,342 shares; 2025Q1: 13,343 shares; 2025Q2: 13,343 shares; 2025Q3: 13,344 shares; 2025Q4: 13,345 shares 13,345 $2.93M 0.04% +1 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 14,250 shares; 2025Q1: 14,250 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 7,685 shares 7,685 $2.83M 0.04% -6,565 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 11,686 shares; 2025Q1: 11,866 shares; 2025Q2: 11,416 shares; 2025Q3: 11,422 shares; 2025Q4: 11,018 shares 11,018 $2.81M 0.04% -404 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157,150 shares; 2024Q4: 1,148,070 shares; 2025Q1: 1,124,480 shares; 2025Q2: 391,880 shares; 2025Q3: 172,250 shares; 2025Q4: 157,000 shares 157,000 $2.81M 0.04% -15,250 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,025 shares; 2024Q4: 31,738 shares; 2025Q1: 31,473 shares; 2025Q2: 14,997 shares; 2025Q3: 14,972 shares; 2025Q4: 15,120 shares 15,120 $2.8M 0.04% +148 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,189 shares; 2024Q4: 341,025 shares; 2025Q1: 519,977 shares; 2025Q2: 541,560 shares; 2025Q3: 538,905 shares; 2025Q4: 326,365 shares 326,365 $2.72M 0.04% -212,540 MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,300 shares; 2024Q4: 256,300 shares; 2025Q1: 256,300 shares; 2025Q2: 256,300 shares; 2025Q3: 256,300 shares; 2025Q4: 256,300 shares 256,300 $2.7M 0.04% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN 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: 30,888 shares; 2025Q4: 31,953 shares 31,953 $2.69M 0.04% +1,065 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: 2,084 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 39,072 shares 39,072 $2.62M 0.04% +36,260 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,143 shares; 2024Q4: 51,405 shares; 2025Q1: 56,649 shares; 2025Q2: 68,633 shares; 2025Q3: 83,536 shares; 2025Q4: 88,390 shares 88,390 $2.61M 0.04% +4,854 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: 2,443 shares; 2024Q4: 2,426 shares; 2025Q1: 8,114 shares; 2025Q2: 8,209 shares; 2025Q3: 8,268 shares; 2025Q4: 27,632 shares 27,632 $2.59M 0.04% +19,364 Timeline VDE 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: 11,255 shares; 2024Q4: 41,148 shares; 2025Q1: 11,780 shares; 2025Q2: 12,620 shares; 2025Q3: 12,620 shares; 2025Q4: 20,439 shares 20,439 $2.57M 0.04% +7,819 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,402 shares; 2025Q1: 4,363 shares; 2025Q2: 16,148 shares; 2025Q3: 16,134 shares; 2025Q4: 15,860 shares 15,860 $2.54M 0.04% -274 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: 35,480 shares; 2024Q4: 35,480 shares; 2025Q1: 34,830 shares; 2025Q2: 34,830 shares; 2025Q3: 36,530 shares; 2025Q4: 36,530 shares 36,530 $2.53M 0.04% 0 Timeline FXI 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: 69,250 shares; 2025Q3: 71,215 shares; 2025Q4: 65,815 shares 65,815 $2.52M 0.04% -5,400 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,140 shares; 2024Q4: 14,045 shares; 2025Q1: 13,890 shares; 2025Q2: 13,890 shares; 2025Q3: 13,890 shares; 2025Q4: 14,034 shares 14,034 $2.49M 0.04% +144 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS 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: 235,000 shares; 2025Q3: 305,000 shares; 2025Q4: 330,000 shares 330,000 $2.46M 0.04% +25,000 Timeline PHR PHREESIA INC More: the full row for PHREESIA 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: 145,000 shares 145,000 $2.45M 0.04% new Timeline TASK TASKUS INC More: the full row for TASKUS 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: 189,000 shares; 2025Q2: 227,000 shares; 2025Q3: 177,000 shares; 2025Q4: 207,000 shares 207,000 $2.44M 0.04% +30,000 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,899 shares; 2024Q4: 402,561 shares; 2025Q1: 96,638 shares; 2025Q2: 93,828 shares; 2025Q3: 88,267 shares; 2025Q4: 81,504 shares 81,504 $2.44M 0.04% -6,763 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 8,192 shares; 2025Q4: 8,784 shares 8,784 $2.42M 0.04% +592 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,912 shares; 2024Q4: 37,727 shares; 2025Q1: 37,462 shares; 2025Q2: 36,992 shares; 2025Q3: 36,787 shares; 2025Q4: 37,078 shares 37,078 $2.41M 0.04% +291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,087 shares 12,087 $2.4M 0.04% new Timeline BOTZ 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: 72,045 shares; 2024Q4: 71,000 shares; 2025Q1: 67,281 shares; 2025Q2: 65,852 shares; 2025Q3: 65,987 shares; 2025Q4: 65,892 shares 65,892 $2.39M 0.03% -95 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: 228,177 shares; 2024Q4: 184,205 shares; 2025Q1: 226,482 shares; 2025Q2: 243,172 shares; 2025Q3: 237,470 shares; 2025Q4: 148,240 shares 148,240 $2.38M 0.03% -89,230 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395,000 shares; 2025Q1: 465,000 shares; 2025Q2: 465,000 shares; 2025Q3: 465,000 shares; 2025Q4: 465,000 shares 465,000 $2.37M 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 2,967 shares; 2025Q4: 2,864 shares 2,864 $2.35M 0.03% -103 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,922 shares; 2025Q1: 3,136 shares; 2025Q2: 3,877 shares; 2025Q3: 3,884 shares; 2025Q4: 3,708 shares 3,708 $2.33M 0.03% -176 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,344 shares; 2024Q4: 51,403 shares; 2025Q1: 45,696 shares; 2025Q2: 6,986 shares; 2025Q3: 7,013 shares; 2025Q4: 7,589 shares 7,589 $2.31M 0.03% +576 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,950 shares; 2024Q4: 46,900 shares; 2025Q1: 46,900 shares; 2025Q2: 46,757 shares; 2025Q3: 46,757 shares; 2025Q4: 46,869 shares 46,869 $2.3M 0.03% +112 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 10,339 shares; 2025Q2: 10,339 shares; 2025Q3: 10,339 shares; 2025Q4: 10,339 shares 10,339 $2.3M 0.03% 0 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: 10,910 shares; 2024Q4: 10,910 shares; 2025Q1: 10,910 shares; 2025Q2: 10,910 shares; 2025Q3: 10,910 shares; 2025Q4: 10,910 shares 10,910 $2.28M 0.03% 0 Timeline SDY 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: 4,097 shares; 2024Q4: 16,732 shares; 2025Q1: 3,775 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 16,140 shares 16,140 $2.25M 0.03% +12,380 Timeline MLPA 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: 37,045 shares; 2024Q4: 37,914 shares; 2025Q1: 37,904 shares; 2025Q2: 41,294 shares; 2025Q3: 46,266 shares; 2025Q4: 46,348 shares 46,348 $2.24M 0.03% +82 Timeline CSBR CHAMPIONS ONCOLOGY INC More: the full row for CHAMPIONS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,214 shares; 2024Q4: 608,915 shares; 2025Q1: 399,882 shares; 2025Q2: 399,882 shares; 2025Q3: 319,674 shares; 2025Q4: 319,674 shares 319,674 $2.21M 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,389 shares 19,389 $2.2M 0.03% new Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,500 shares; 2024Q4: 84,000 shares; 2025Q1: 84,000 shares; 2025Q2: 84,000 shares; 2025Q3: 84,000 shares; 2025Q4: 84,000 shares 84,000 $2.16M 0.03% 0 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: 140,000 shares; 2025Q4: 205,000 shares 205,000 $2.08M 0.03% +65,000 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,308 shares; 2024Q4: 19,498 shares; 2025Q1: 18,814 shares; 2025Q2: 18,006 shares; 2025Q3: 16,625 shares; 2025Q4: 17,754 shares 17,754 $2.06M 0.03% +1,129 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: 7,060 shares; 2024Q4: 6,660 shares; 2025Q1: 6,390 shares; 2025Q2: 6,305 shares; 2025Q3: 6,285 shares; 2025Q4: 6,653 shares 6,653 $2.05M 0.03% +368 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,589 shares; 2024Q4: 98,589 shares; 2025Q1: 98,589 shares; 2025Q2: 98,589 shares; 2025Q3: 98,589 shares; 2025Q4: 98,741 shares 98,741 $2.04M 0.03% +152 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: 6,069 shares; 2024Q4: 6,054 shares; 2025Q1: 8,413 shares; 2025Q2: 14,213 shares; 2025Q3: 6,067 shares; 2025Q4: 6,311 shares 6,311 $2.01M 0.03% +244 Timeline GRSD GRANDSTAND LTD More: the full row for GRANDSTAND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 130,000 shares; 2025Q1: 195,000 shares; 2025Q2: 217,000 shares; 2025Q3: 232,000 shares; 2025Q4: 365,000 shares 365,000 $1.99M 0.03% +133,000 Timeline IWV 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: 5,147 shares 5,147 $1.99M 0.03% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,150 shares; 2024Q4: 48,150 shares; 2025Q1: 48,150 shares; 2025Q2: 48,150 shares; 2025Q3: 48,150 shares; 2025Q4: 48,150 shares 48,150 $1.98M 0.03% 0 Timeline ICLN 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: 153,243 shares; 2024Q4: 140,718 shares; 2025Q1: 137,657 shares; 2025Q2: 134,458 shares; 2025Q3: 133,344 shares; 2025Q4: 118,648 shares 118,648 $1.95M 0.03% -14,696 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500 $1.95M 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,450 shares; 2024Q4: 46,400 shares; 2025Q1: 40,700 shares; 2025Q2: 39,400 shares; 2025Q3: 25,325 shares; 2025Q4: 22,150 shares 22,150 $1.92M 0.03% -3,175 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,793 shares; 2024Q4: 42,058 shares; 2025Q1: 41,887 shares; 2025Q2: 41,362 shares; 2025Q3: 41,003 shares; 2025Q4: 40,863 shares 40,863 $1.92M 0.03% -140 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,463 shares; 2024Q4: 25,588 shares; 2025Q1: 27,441 shares; 2025Q2: 25,915 shares; 2025Q3: 26,071 shares; 2025Q4: 24,275 shares 24,275 $1.92M 0.03% -1,796 Timeline VEU 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: 23,050 shares; 2024Q4: 23,050 shares; 2025Q1: 23,050 shares; 2025Q2: 25,499 shares; 2025Q3: 25,499 shares; 2025Q4: 25,519 shares 25,519 $1.88M 0.03% +20 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: 3,110 shares; 2024Q4: 9,188 shares; 2025Q1: 3,152 shares; 2025Q2: 3,145 shares; 2025Q3: 3,058 shares; 2025Q4: 3,054 shares 3,054 $1.88M 0.03% -4 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,370 shares 15,370 $1.88M 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 17,363 shares; 2025Q1: 16,892 shares; 2025Q2: 16,897 shares; 2025Q3: 16,881 shares; 2025Q4: 16,606 shares 16,606 $1.87M 0.03% -275 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,747 shares; 2024Q4: 433,202 shares; 2025Q1: 414,239 shares; 2025Q2: 17,212 shares; 2025Q3: 47,212 shares; 2025Q4: 48,612 shares 48,612 $1.87M 0.03% +1,400 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,795 shares 73,795 $1.84M 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,106 shares; 2024Q4: 29,423 shares; 2025Q1: 29,514 shares; 2025Q2: 22,611 shares; 2025Q3: 22,711 shares; 2025Q4: 22,815 shares 22,815 $1.83M 0.03% +104 Timeline KLTR KALTURA INC More: the full row for KALTURA 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: 630,000 shares; 2025Q2: 827,383 shares; 2025Q3: 1,402,383 shares; 2025Q4: 1,107,383 shares 1,107,383 $1.82M 0.03% -295,000 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,639 shares; 2024Q4: 179,163 shares; 2025Q1: 179,337 shares; 2025Q2: 196,827 shares; 2025Q3: 194,073 shares; 2025Q4: 125,698 shares 125,698 $1.78M 0.03% -68,375 Timeline XHB 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: not reported; 2025Q3: not reported; 2025Q4: 17,185 shares 17,185 $1.77M 0.03% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,841 shares; 2025Q4: 23,866 shares 23,866 $1.76M 0.03% +25 Timeline RSKD RISKIFIED LTD More: the full row for RISKIFIED LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,000 shares; 2024Q4: 371,000 shares; 2025Q1: 346,000 shares; 2025Q2: 346,000 shares; 2025Q3: 346,000 shares; 2025Q4: 346,000 shares 346,000 $1.72M 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,165 shares; 2025Q1: 5,095 shares; 2025Q2: 4,670 shares; 2025Q3: 4,665 shares; 2025Q4: 4,165 shares 4,165 $1.62M 0.02% -500 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,790 shares; 2025Q1: 2,783 shares; 2025Q2: 3,043 shares; 2025Q3: 3,093 shares; 2025Q4: 3,098 shares 3,098 $1.58M 0.02% +5 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,850 shares; 2025Q3: 27,850 shares; 2025Q4: 26,250 shares 26,250 $1.55M 0.02% -1,600 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,149 shares; 2024Q4: 27,051 shares; 2025Q1: 28,086 shares; 2025Q2: 26,196 shares; 2025Q3: 25,718 shares; 2025Q4: 23,320 shares 23,320 $1.55M 0.02% -2,398 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: 22,449 shares; 2024Q4: 22,449 shares; 2025Q1: 22,279 shares; 2025Q2: 23,129 shares; 2025Q3: 23,129 shares; 2025Q4: 22,879 shares 22,879 $1.54M 0.02% -250 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $1.54M 0.02% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,091 shares; 2024Q4: 14,075 shares; 2025Q1: 14,075 shares; 2025Q2: 12,675 shares; 2025Q3: 12,675 shares; 2025Q4: 19,317 shares 19,317 $1.52M 0.02% +6,642 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,150 shares; 2024Q4: 37,150 shares; 2025Q1: 25,250 shares; 2025Q2: 25,150 shares; 2025Q3: 25,150 shares; 2025Q4: 25,185 shares 25,185 $1.52M 0.02% +35 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares 7,650 $1.49M 0.02% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 22,038 shares; 2025Q1: 19,893 shares; 2025Q2: 19,893 shares; 2025Q3: 19,893 shares; 2025Q4: 19,893 shares 19,893 $1.48M 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,560 shares; 2025Q3: 25,560 shares; 2025Q4: 25,560 shares 25,560 $1.46M 0.02% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,874 shares 90,874 $1.44M 0.02% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,700 shares; 2024Q4: 18,975 shares; 2025Q1: 19,050 shares; 2025Q2: 18,750 shares; 2025Q3: 18,775 shares; 2025Q4: 18,775 shares 18,775 $1.44M 0.02% 0 Timeline USRT 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: 24,822 shares 24,822 $1.41M 0.02% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,806 shares; 2024Q4: 30,806 shares; 2025Q1: 30,806 shares; 2025Q2: 30,806 shares; 2025Q3: 30,806 shares; 2025Q4: 30,806 shares 30,806 $1.4M 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,647 shares; 2024Q4: 7,647 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 11,600 shares 11,600 $1.39M 0.02% +5,300 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 9,171 shares; 2025Q1: 2,716 shares; 2025Q2: 3,141 shares; 2025Q3: 3,946 shares; 2025Q4: 3,946 shares 3,946 $1.38M 0.02% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,884 shares; 2024Q4: 17,881 shares; 2025Q1: 18,669 shares; 2025Q2: 23,130 shares; 2025Q3: 22,073 shares; 2025Q4: 21,946 shares 21,946 $1.38M 0.02% -127 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 7,890 shares; 2025Q1: 7,890 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 8,790 shares 8,790 $1.36M 0.02% +900 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,714 shares; 2024Q4: 629,714 shares; 2025Q1: 621,204 shares; 2025Q2: 571,187 shares; 2025Q3: 521,100 shares; 2025Q4: 71,100 shares 71,100 $1.33M 0.02% -450,000 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,810 shares; 2025Q1: 7,710 shares; 2025Q2: 7,710 shares; 2025Q3: 7,210 shares; 2025Q4: 8,274 shares 8,274 $1.33M 0.02% +1,064 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,235 shares; 2025Q1: 3,085 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,922 shares 3,922 $1.32M 0.02% +637 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,396 shares; 2024Q4: 93,752 shares; 2025Q1: 92,288 shares; 2025Q2: 5,769 shares; 2025Q3: 6,325 shares; 2025Q4: 8,541 shares 8,541 $1.32M 0.02% +2,216 Timeline VFH 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: 21,701 shares; 2024Q4: 21,701 shares; 2025Q1: 22,251 shares; 2025Q2: 9,520 shares; 2025Q3: 9,520 shares; 2025Q4: 9,830 shares 9,830 $1.31M 0.02% +310 Timeline IYT 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: 17,572 shares 17,572 $1.31M 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 4,500 shares; 2025Q1: 4,528 shares; 2025Q2: 4,868 shares; 2025Q3: 4,924 shares; 2025Q4: 4,737 shares 4,737 $1.3M 0.02% -187 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,700 shares; 2024Q4: 53,700 shares; 2025Q1: 31,700 shares; 2025Q2: 31,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,858 shares 18,858 $1.3M 0.02% +158 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: 12,194 shares; 2024Q4: 10,560 shares; 2025Q1: 16,904 shares; 2025Q2: 12,549 shares; 2025Q3: 14,949 shares; 2025Q4: 30,368 shares 30,368 $1.3M 0.02% +15,419 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,958 shares; 2024Q4: 100,818 shares; 2025Q1: 43,587 shares; 2025Q2: 37,047 shares; 2025Q3: 37,047 shares; 2025Q4: 37,065 shares 37,065 $1.29M 0.02% +18 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,706 shares 10,706 $1.29M 0.02% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,647 shares; 2024Q4: 27,647 shares; 2025Q1: 27,647 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,010 shares 6,010 $1.29M 0.02% -190 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: 26,067 shares; 2024Q4: 26,067 shares; 2025Q1: 26,067 shares; 2025Q2: 19,555 shares; 2025Q3: 19,135 shares; 2025Q4: 14,910 shares 14,910 $1.27M 0.02% -4,225 Timeline LFCR LIFECORE BIOMEDICAL INC More: the full row for LIFECORE BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,700 shares; 2024Q4: 151,700 shares; 2025Q1: 151,700 shares; 2025Q2: 151,700 shares; 2025Q3: 151,700 shares; 2025Q4: 151,700 shares 151,700 $1.24M 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,721 shares; 2024Q4: 23,721 shares; 2025Q1: 23,721 shares; 2025Q2: 23,721 shares; 2025Q3: 23,721 shares; 2025Q4: 23,721 shares 23,721 $1.23M 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,766 shares; 2024Q4: 22,466 shares; 2025Q1: 22,461 shares; 2025Q2: 22,418 shares; 2025Q3: 22,418 shares; 2025Q4: 22,418 shares 22,418 $1.23M 0.02% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 78,035 shares; 2025Q4: 81,430 shares 81,430 $1.22M 0.02% +3,395 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: 4,127 shares; 2024Q4: 4,375 shares; 2025Q1: 4,467 shares; 2025Q2: 4,557 shares; 2025Q3: 4,554 shares; 2025Q4: 3,750 shares 3,750 $1.2M 0.02% -804 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,500 shares; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares 37,500 $1.19M 0.02% 0 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,193 shares; 2024Q4: 120,187 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares 120,000 $1.16M 0.02% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,657 shares; 2025Q1: 5,441 shares; 2025Q2: 5,941 shares; 2025Q3: 6,741 shares; 2025Q4: 7,141 shares 7,141 $1.14M 0.02% +400 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,580 shares; 2025Q1: 12,290 shares; 2025Q2: 10,085 shares; 2025Q3: 10,210 shares; 2025Q4: 10,400 shares 10,400 $1.13M 0.02% +190 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 22,666 shares; 2025Q3: 39,219 shares; 2025Q4: 35,102 shares 35,102 $1.12M 0.02% -4,117 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS 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: 140,000 shares 140,000 $1.12M 0.02% new 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: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,280 shares 2,280 $1.11M 0.02% +6 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: 9,187 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,807 shares; 2025Q3: 12,737 shares; 2025Q4: 11,537 shares 11,537 $1.11M 0.02% -1,200 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS 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: 14,000 shares 14,000 $1.1M 0.02% new 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: 7,993 shares; 2024Q4: 8,157 shares; 2025Q1: 7,667 shares; 2025Q2: 7,628 shares; 2025Q3: 7,208 shares; 2025Q4: 6,670 shares 6,670 $1.09M 0.02% -538 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: 20,447 shares; 2024Q4: 21,382 shares; 2025Q1: 19,994 shares; 2025Q2: 18,222 shares; 2025Q3: 17,275 shares; 2025Q4: 17,362 shares 17,362 $1.08M 0.02% +87 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: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 4,107 shares; 2025Q3: 3,707 shares; 2025Q4: 3,718 shares 3,718 $1.08M 0.02% +11 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,614 shares 80,614 $1.05M 0.02% new 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: 942 shares; 2024Q4: 1,137 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,336 shares; 2025Q4: 2,333 shares 2,333 $1.05M 0.02% +997 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,187 shares; 2024Q4: 22,959 shares; 2025Q1: 24,699 shares; 2025Q2: 24,699 shares; 2025Q3: 32,699 shares; 2025Q4: 32,699 shares 32,699 $1.05M 0.02% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 9,491 shares; 2025Q1: 9,291 shares; 2025Q2: 9,291 shares; 2025Q3: 9,491 shares; 2025Q4: 9,491 shares 9,491 $1.05M 0.02% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,681 shares; 2024Q4: 13,681 shares; 2025Q1: 13,481 shares; 2025Q2: 13,390 shares; 2025Q3: 12,590 shares; 2025Q4: 12,590 shares 12,590 $1.03M 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,847 shares; 2024Q4: 71,751 shares; 2025Q1: 25,208 shares; 2025Q2: 22,140 shares; 2025Q3: 23,033 shares; 2025Q4: 17,302 shares 17,302 $1.01M 0.01% -5,731 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,455 shares; 2025Q1: 6,695 shares; 2025Q2: 4,595 shares; 2025Q3: 4,700 shares; 2025Q4: 4,876 shares 4,876 $1000K 0.01% +176 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 8,993 shares; 2025Q1: 9,018 shares; 2025Q2: 9,018 shares; 2025Q3: 9,018 shares; 2025Q4: 9,000 shares 9,000 $999K 0.01% -18 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares 11,700 $990K 0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,500 shares; 2025Q1: 60,500 shares; 2025Q2: 60,500 shares; 2025Q3: 60,500 shares; 2025Q4: 60,500 shares 60,500 $989K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,554 shares; 2025Q1: 5,986 shares; 2025Q2: 6,144 shares; 2025Q3: 6,144 shares; 2025Q4: 6,149 shares 6,149 $989K 0.01% +5 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: 6,838 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,838 shares; 2025Q3: 6,838 shares; 2025Q4: 6,838 shares 6,838 $980K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,535 shares; 2024Q4: 23,840 shares; 2025Q1: 6,680 shares; 2025Q2: 5,587 shares; 2025Q3: 6,551 shares; 2025Q4: 5,469 shares 5,469 $962K 0.01% -1,082 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,430 shares; 2025Q1: 236,052 shares; 2025Q2: 242,449 shares; 2025Q3: 227,839 shares; 2025Q4: 46,468 shares 46,468 $940K 0.01% -181,371 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: 8,198 shares; 2025Q3: 8,198 shares; 2025Q4: 8,198 shares 8,198 $933K 0.01% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,400 shares; 2024Q4: 84,000 shares; 2025Q1: 84,000 shares; 2025Q2: 74,700 shares; 2025Q3: 74,700 shares; 2025Q4: 100,400 shares 100,400 $926K 0.01% +25,700 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON 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: 21,271 shares 21,271 $891K 0.01% new Timeline VNQ 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: 9,327 shares; 2024Q4: 11,757 shares; 2025Q1: 10,383 shares; 2025Q2: 10,103 shares; 2025Q3: 9,585 shares; 2025Q4: 9,946 shares 9,946 $880K 0.01% +361 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: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 7,607 shares; 2025Q2: 7,607 shares; 2025Q3: 7,607 shares; 2025Q4: 11,651 shares 11,651 $878K 0.01% +4,044 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 11,190 shares 11,190 $866K 0.01% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,907 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares; 2025Q3: 5,936 shares; 2025Q4: 5,848 shares 5,848 $860K 0.01% -88 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,784 shares; 2024Q4: 12,404 shares; 2025Q1: 12,504 shares; 2025Q2: 10,524 shares; 2025Q3: 10,669 shares; 2025Q4: 10,669 shares 10,669 $857K 0.01% 0 Timeline SPHD 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: 14,289 shares; 2024Q4: 14,529 shares; 2025Q1: 13,989 shares; 2025Q2: 14,374 shares; 2025Q3: 13,812 shares; 2025Q4: 17,622 shares 17,622 $846K 0.01% +3,810 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,700 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 4,027 shares 4,027 $841K 0.01% +827 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,953 shares; 2025Q3: 20,301 shares; 2025Q4: 21,496 shares 21,496 $829K 0.01% +1,195 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 3,389 shares; 2025Q1: 3,369 shares; 2025Q2: 3,309 shares; 2025Q3: 3,442 shares; 2025Q4: 3,717 shares 3,717 $807K 0.01% +275 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,724 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 3,309 shares 3,309 $804K 0.01% +609 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 4,950 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,650 shares; 2025Q4: 4,400 shares 4,400 $804K 0.01% -1,250 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $800K 0.01% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,700 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 19,716 shares; 2025Q3: 19,713 shares; 2025Q4: 19,023 shares 19,023 $791K 0.01% -690 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares 13,300 $780K 0.01% 0 Timeline VT 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: 15,976 shares; 2024Q4: 12,726 shares; 2025Q1: 9,026 shares; 2025Q2: 9,196 shares; 2025Q3: 5,496 shares; 2025Q4: 5,496 shares 5,496 $775K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,333 shares; 2024Q4: 23,522 shares; 2025Q1: 23,522 shares; 2025Q2: 23,453 shares; 2025Q3: 23,453 shares; 2025Q4: 23,453 shares 23,453 $774K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,952 shares; 2024Q4: 19,952 shares; 2025Q1: 19,952 shares; 2025Q2: 19,952 shares; 2025Q3: 20,952 shares; 2025Q4: 20,952 shares 20,952 $760K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,194 shares; 2024Q4: 23,300 shares; 2025Q1: 23,300 shares; 2025Q2: 23,300 shares; 2025Q3: 23,800 shares; 2025Q4: 28,761 shares 28,761 $757K 0.01% +4,961 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares 32,000 $757K 0.01% 0 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: 75,943 shares; 2024Q4: 75,541 shares; 2025Q1: 56,578 shares; 2025Q2: 53,454 shares; 2025Q3: 1,920 shares; 2025Q4: 1,495 shares 1,495 $723K 0.01% -425 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 1,465 shares; 2025Q1: 1,695 shares; 2025Q2: 1,745 shares; 2025Q3: 1,795 shares; 2025Q4: 2,748 shares 2,748 $721K 0.01% +953 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,068 shares; 2024Q4: 17,068 shares; 2025Q1: 10,438 shares; 2025Q2: 10,438 shares; 2025Q3: 10,438 shares; 2025Q4: 10,438 shares 10,438 $711K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: 3,831 shares; 2025Q1: 3,831 shares; 2025Q2: 3,831 shares; 2025Q3: 3,831 shares; 2025Q4: 3,842 shares 3,842 $709K 0.01% +11 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,554 shares; 2024Q4: 58,326 shares; 2025Q1: 58,265 shares; 2025Q2: 103,555 shares; 2025Q3: 80,143 shares; 2025Q4: 10,337 shares 10,337 $694K 0.01% -69,806 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY 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: 13,310 shares 13,310 $693K 0.01% 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: 5,061 shares; 2024Q4: 4,962 shares; 2025Q1: 5,062 shares; 2025Q2: 5,206 shares; 2025Q3: 5,258 shares; 2025Q4: 5,866 shares 5,866 $688K 0.01% +608 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,500 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 36,300 shares; 2025Q4: 36,300 shares 36,300 $682K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,524 shares 1,524 $678K 0.01% +167 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 6,716 shares; 2025Q1: 6,716 shares; 2025Q2: 6,742 shares; 2025Q3: 6,409 shares; 2025Q4: 9,976 shares 9,976 $669K 0.01% +3,567 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,931 shares; 2024Q4: 13,531 shares; 2025Q1: 24,759 shares; 2025Q2: 3,302 shares; 2025Q3: 3,602 shares; 2025Q4: 3,602 shares 3,602 $655K 0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,213 shares; 2024Q4: 7,543 shares; 2025Q1: 8,097 shares; 2025Q2: 8,113 shares; 2025Q3: 8,023 shares; 2025Q4: 8,210 shares 8,210 $654K 0.01% +187 Timeline INGN INOGEN INC More: the full row for INOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 87,850 shares; 2025Q1: 87,850 shares; 2025Q2: 87,850 shares; 2025Q3: 87,850 shares; 2025Q4: 93,350 shares 93,350 $627K 0.01% +5,500 Timeline XLB 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: 6,770 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 13,720 shares 13,720 $622K 0.01% +6,860 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,285 shares; 2024Q4: 43,053 shares; 2025Q1: 42,508 shares; 2025Q2: 42,734 shares; 2025Q3: 42,369 shares; 2025Q4: 1,322 shares 1,322 $620K 0.01% -41,047 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,681 shares; 2025Q4: 3,575 shares 3,575 $616K 0.01% +894 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,465 shares; 2025Q1: 7,822 shares; 2025Q2: 7,882 shares; 2025Q3: 8,002 shares; 2025Q4: 9,702 shares 9,702 $606K 0.01% +1,700 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest 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: 20,880 shares; 2025Q4: 21,450 shares 21,450 $602K 0.01% +570 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,500 shares; 2024Q4: 98,330 shares; 2025Q1: 113,599 shares; 2025Q2: 110,717 shares; 2025Q3: 20,858 shares; 2025Q4: 21,254 shares 21,254 $601K 0.01% +396 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,562 shares; 2025Q4: 3,682 shares 3,682 $592K 0.01% +120 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,768 shares; 2025Q1: 1,658 shares; 2025Q2: 1,638 shares; 2025Q3: 1,608 shares; 2025Q4: 1,658 shares 1,658 $583K 0.01% +50 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: 9,643 shares; 2024Q4: 9,646 shares; 2025Q1: 9,496 shares; 2025Q2: 9,245 shares; 2025Q3: 9,777 shares; 2025Q4: 9,989 shares 9,989 $576K 0.01% +212 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,700 shares; 2025Q4: 34,700 shares 34,700 $576K 0.01% +10,000 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 877 shares; 2025Q3: 852 shares; 2025Q4: 837 shares 837 $573K 0.01% -15 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 10,551 shares; 2025Q1: 10,532 shares; 2025Q2: 10,532 shares; 2025Q3: 10,532 shares; 2025Q4: 10,432 shares 10,432 $569K 0.01% -100 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,500 shares; 2024Q4: 85,500 shares; 2025Q1: 83,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 13,000 shares 13,000 $567K 0.01% +5,000 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 12,900 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $565K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,151 shares 2,151 $562K 0.01% +1 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 11,900 shares; 2025Q4: 11,600 shares 11,600 $558K 0.01% -300 Timeline EDEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,871 shares; 2025Q2: 4,871 shares; 2025Q3: 4,871 shares; 2025Q4: 4,871 shares 4,871 $558K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 3,603 shares 3,603 $553K 0.01% +1,457 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares; 2025Q4: 6,600 shares 6,600 $552K 0.01% +850 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $547K 0.01% 0 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: 6,230 shares; 2024Q4: 6,130 shares; 2025Q1: 6,130 shares; 2025Q2: 6,130 shares; 2025Q3: 6,130 shares; 2025Q4: 6,130 shares 6,130 $534K 0.01% 0 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 42,500 shares; 2025Q1: 42,500 shares; 2025Q2: 44,500 shares; 2025Q3: 59,200 shares; 2025Q4: 66,400 shares 66,400 $528K 0.01% +7,200 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: 15,099 shares; 2024Q4: 15,106 shares; 2025Q1: 15,107 shares; 2025Q2: 5,122 shares; 2025Q3: 5,127 shares; 2025Q4: 5,257 shares 5,257 $514K 0.01% +130 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: 16,940 shares; 2024Q4: 16,790 shares; 2025Q1: 16,790 shares; 2025Q2: 17,727 shares; 2025Q3: 17,040 shares; 2025Q4: 2,946 shares 2,946 $511K 0.01% -14,094 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 4,065 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 3,740 shares; 2025Q4: 4,865 shares 4,865 $506K 0.01% +1,125 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 15,025 shares; 2025Q1: 15,025 shares; 2025Q2: 15,025 shares; 2025Q3: 15,025 shares; 2025Q4: 15,025 shares 15,025 $504K 0.01% 0 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: 32,304 shares; 2024Q4: 37,205 shares; 2025Q1: 49,695 shares; 2025Q2: 51,182 shares; 2025Q3: 28,307 shares; 2025Q4: 21,352 shares 21,352 $499K 0.01% -6,955 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: not reported; 2024Q4: 4,857 shares; 2025Q1: 6,330 shares; 2025Q2: 6,160 shares; 2025Q3: 5,985 shares; 2025Q4: 5,981 shares 5,981 $499K 0.01% -4 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: 2,296 shares; 2025Q3: 2,391 shares; 2025Q4: 2,366 shares 2,366 $494K 0.01% -25 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 8,301 shares; 2025Q1: 8,501 shares; 2025Q2: 9,001 shares; 2025Q3: 9,001 shares; 2025Q4: 9,501 shares 9,501 $493K 0.01% +500 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: 234,673 shares; 2024Q4: 231,673 shares; 2025Q1: 80,673 shares; 2025Q2: 60,763 shares; 2025Q3: 40,673 shares; 2025Q4: 37,215 shares 37,215 $488K 0.01% -3,458 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,476 shares; 2025Q3: 29,476 shares; 2025Q4: 29,556 shares 29,556 $487K 0.01% +80 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,856 shares 1,856 $475K 0.01% +6 Timeline DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 265,000 shares; 2025Q2: 215,000 shares; 2025Q3: 215,000 shares; 2025Q4: 165,000 shares 165,000 $474K 0.01% -50,000 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 6,750 shares 6,750 $473K 0.01% new 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: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,528 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares 4,209 $472K 0.01% 0 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: 6,456 shares; 2024Q4: 6,534 shares; 2025Q1: 4,814 shares; 2025Q2: 4,691 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $471K 0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $465K 0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares 6,450 $463K 0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $459K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $458K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,447 shares; 2025Q4: 5,554 shares 5,554 $452K 0.01% +107 Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,964 shares; 2024Q4: 398,046 shares; 2025Q1: 322,964 shares; 2025Q2: 112,064 shares; 2025Q3: 67,064 shares; 2025Q4: 47,064 shares 47,064 $438K 0.01% -20,000 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,580 shares; 2025Q1: 8,920 shares; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,450 shares 8,450 $432K 0.01% 0 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: 13,104 shares; 2024Q4: 12,437 shares; 2025Q1: 12,437 shares; 2025Q2: 11,907 shares; 2025Q3: 11,907 shares; 2025Q4: 5,867 shares 5,867 $431K 0.01% -6,040 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,446 shares 2,446 $429K 0.01% +379 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,057 shares; 2024Q4: 22,057 shares; 2025Q1: 20,907 shares; 2025Q2: 20,907 shares; 2025Q3: 4,907 shares; 2025Q4: 4,907 shares 4,907 $429K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,410 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares 4,410 $427K 0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 10,200 shares; 2025Q3: 6,700 shares; 2025Q4: 8,900 shares 8,900 $427K 0.01% +2,200 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: 11,883 shares; 2024Q4: 12,242 shares; 2025Q1: 12,983 shares; 2025Q2: 12,675 shares; 2025Q3: 11,502 shares; 2025Q4: 11,648 shares 11,648 $427K 0.01% +146 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,800 shares; 2024Q4: 21,800 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $426K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,634 shares 1,634 $421K 0.01% +16 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: 3,860 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,750 shares; 2025Q4: 5,450 shares 5,450 $415K 0.01% +700 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,066 shares 3,066 $414K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,300 shares 6,300 $406K 0.01% -500 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares 8,600 $405K 0.01% 0 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: 3,260 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares 3,510 $400K 0.01% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,500 shares; 2024Q4: 70,000 shares; 2025Q1: 65,000 shares; 2025Q2: 63,500 shares; 2025Q3: 91,000 shares; 2025Q4: 107,000 shares 107,000 $396K 0.01% +16,000 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,600 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares 10,900 $394K 0.01% 0 Timeline IXJ 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: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,160 shares; 2025Q2: 6,289 shares; 2025Q3: 4,039 shares; 2025Q4: 4,039 shares 4,039 $393K 0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,593 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 7,290 shares 7,290 $393K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,408 shares 5,408 $392K 0.01% +8 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 10,590 shares; 2025Q1: 10,606 shares; 2025Q2: 10,470 shares; 2025Q3: 14,057 shares; 2025Q4: 16,155 shares 16,155 $388K 0.01% +2,098 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $387K 0.01% 0 Timeline OEC ORION S.A. More: the full row for ORION S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,348 shares; 2024Q4: 94,303 shares; 2025Q1: 89,903 shares; 2025Q2: 89,903 shares; 2025Q3: 71,603 shares; 2025Q4: 71,603 shares 71,603 $378K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 3,384 shares; 2025Q1: 3,171 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,355 shares 4,355 $373K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares 747 $366K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,190 shares; 2025Q3: 1,630 shares; 2025Q4: 1,666 shares 1,666 $365K 0.01% +36 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $365K 0.01% 0 Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,300 shares; 2024Q4: 38,300 shares; 2025Q1: 29,300 shares; 2025Q2: 29,300 shares; 2025Q3: 40,250 shares; 2025Q4: 68,550 shares 68,550 $359K 0.01% +28,300 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,646 shares; 2025Q1: 86,560 shares; 2025Q2: 3,508 shares; 2025Q3: 4,863 shares; 2025Q4: 4,699 shares 4,699 $358K 0.01% -164 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: not reported; 2024Q4: not reported; 2025Q1: 1,516 shares; 2025Q2: 1,706 shares; 2025Q3: 1,623 shares; 2025Q4: 1,247 shares 1,247 $353K 0.01% -376 Timeline USMV 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: 3,804 shares; 2024Q4: 3,804 shares; 2025Q1: 3,844 shares; 2025Q2: 3,844 shares; 2025Q3: 3,724 shares; 2025Q4: 3,744 shares 3,744 $353K 0.01% +20 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: 8,761 shares; 2024Q4: 6,210 shares; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 5,219 shares 5,219 $351K 0.01% +2,019 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 465 shares 465 $351K 0.01% +30 Timeline FOXA FOX CORP More: the full row for FOX 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: 4,013 shares; 2025Q2: 4,654 shares; 2025Q3: 4,719 shares; 2025Q4: 4,791 shares 4,791 $350K 0.01% +72 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 5,190 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares 2,620 $348K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,431 shares; 2025Q1: 909 shares; 2025Q2: 1,219 shares; 2025Q3: 1,222 shares; 2025Q4: 1,686 shares 1,686 $342K <0.01% +464 Timeline XLP 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: 3,225 shares; 2024Q4: 44,215 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,295 shares 4,295 $334K <0.01% new Timeline