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: 416,692 shares; 2024Q4: 1,116,378 shares; 2025Q1: 571,217 shares; 2025Q2: 495,427 shares; 2025Q3: 290,700 shares; 2025Q4: 795,356 shares 795,356 $216M 5.23% +504,656 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: 812,438 shares; 2024Q4: 1,742,933 shares; 2025Q1: 949,007 shares; 2025Q2: 736,574 shares; 2025Q3: 578,462 shares; 2025Q4: 944,573 shares 944,573 $176M 4.26% +366,111 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: 232,472 shares; 2024Q4: 567,394 shares; 2025Q1: 347,973 shares; 2025Q2: 279,391 shares; 2025Q3: 188,923 shares; 2025Q4: 339,030 shares 339,030 $164M 3.97% +150,107 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: 297,329 shares; 2024Q4: 719,552 shares; 2025Q1: 515,405 shares; 2025Q2: 335,873 shares; 2025Q3: 227,038 shares; 2025Q4: 498,329 shares 498,329 $115M 2.78% +271,291 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: 146,661 shares; 2024Q4: 508,924 shares; 2025Q1: 309,940 shares; 2025Q2: 185,133 shares; 2025Q3: 152,669 shares; 2025Q4: 290,851 shares 290,851 $91M 2.2% +138,182 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: 126,268 shares; 2024Q4: 420,416 shares; 2025Q1: 224,623 shares; 2025Q2: 150,102 shares; 2025Q3: 83,843 shares; 2025Q4: 289,461 shares 289,461 $90.8M 2.2% +205,618 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: 199,500 shares; 2024Q4: 389,011 shares; 2025Q1: 288,835 shares; 2025Q2: 128,618 shares; 2025Q3: 129,084 shares; 2025Q4: 253,967 shares 253,967 $87.9M 2.13% +124,883 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: 81,138 shares; 2024Q4: 186,369 shares; 2025Q1: 120,847 shares; 2025Q2: 60,139 shares; 2025Q3: 61,394 shares; 2025Q4: 128,074 shares 128,074 $84.5M 2.05% +66,680 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: 101,872 shares; 2024Q4: 203,657 shares; 2025Q1: 165,163 shares; 2025Q2: 77,019 shares; 2025Q3: 52,560 shares; 2025Q4: 168,735 shares 168,735 $75.9M 1.84% +116,175 Timeline SJNK 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: 139 shares; 2024Q4: 139 shares; 2025Q1: not reported; 2025Q2: 179 shares; 2025Q3: 353 shares; 2025Q4: 2,294,726 shares 2,294,726 $58.1M 1.41% +2,294,373 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,983 shares; 2025Q1: 901 shares; 2025Q2: 201 shares; 2025Q3: 678 shares; 2025Q4: 771,854 shares 771,854 $38.8M 0.94% +771,176 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: 366,294 shares; 2024Q4: 110,992 shares; 2025Q1: 137,613 shares; 2025Q2: 176,425 shares; 2025Q3: 74,467 shares; 2025Q4: 154,263 shares 154,263 $38M 0.92% +79,796 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,027 shares; 2024Q4: 200,028 shares; 2025Q1: 60,075 shares; 2025Q2: 29,490 shares; 2025Q3: 54,830 shares; 2025Q4: 173,455 shares 173,455 $37.1M 0.9% +118,625 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,218 shares; 2025Q3: 280,369 shares; 2025Q4: 641,233 shares 641,233 $32.3M 0.78% +360,864 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: 119,341 shares; 2024Q4: 169,238 shares; 2025Q1: 108,284 shares; 2025Q2: 119,560 shares; 2025Q3: 57,887 shares; 2025Q4: 97,914 shares 97,914 $31.5M 0.76% +40,027 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: 87,193 shares; 2024Q4: 224,358 shares; 2025Q1: 89,105 shares; 2025Q2: 244,899 shares; 2025Q3: 74,890 shares; 2025Q4: 170,826 shares 170,826 $30.4M 0.73% +95,936 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: 22,131 shares; 2024Q4: 43,544 shares; 2025Q1: 19,762 shares; 2025Q2: 9,167 shares; 2025Q3: 19,290 shares; 2025Q4: 323,549 shares 323,549 $30.3M 0.73% +304,259 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: 17,191 shares; 2024Q4: 41,501 shares; 2025Q1: 7,549 shares; 2025Q2: 16,382 shares; 2025Q3: 24,504 shares; 2025Q4: 34,176 shares 34,176 $29.5M 0.71% +9,672 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: 63,018 shares; 2024Q4: 207,996 shares; 2025Q1: 39,315 shares; 2025Q2: 35,032 shares; 2025Q3: 48,369 shares; 2025Q4: 100,214 shares 100,214 $28.6M 0.69% +51,845 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: 42,747 shares; 2025Q3: 152,657 shares; 2025Q4: 324,897 shares 324,897 $25.9M 0.63% +172,240 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: 50,620 shares; 2024Q4: 128,470 shares; 2025Q1: 74,561 shares; 2025Q2: 68,130 shares; 2025Q3: 17,687 shares; 2025Q4: 51,236 shares 51,236 $25.8M 0.62% +33,549 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: 156,773 shares; 2024Q4: 341,738 shares; 2025Q1: 134,046 shares; 2025Q2: 152,695 shares; 2025Q3: 86,632 shares; 2025Q4: 298,771 shares 298,771 $23M 0.56% +212,139 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: 20,259 shares; 2024Q4: 36,316 shares; 2025Q1: 28,140 shares; 2025Q2: 20,562 shares; 2025Q3: 10,638 shares; 2025Q4: 19,010 shares 19,010 $20.4M 0.49% +8,372 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: 77,170 shares; 2024Q4: 122,560 shares; 2025Q1: 66,477 shares; 2025Q2: 72,805 shares; 2025Q3: 23,737 shares; 2025Q4: 54,957 shares 54,957 $19.3M 0.47% +31,220 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: 165,481 shares; 2025Q1: 54,106 shares; 2025Q2: 53,556 shares; 2025Q3: 62,178 shares; 2025Q4: 107,732 shares 107,732 $18.4M 0.45% +45,554 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: 185,206 shares; 2024Q4: 355,931 shares; 2025Q1: 129,286 shares; 2025Q2: 107,447 shares; 2025Q3: 89,804 shares; 2025Q4: 161,352 shares 161,352 $18M 0.44% +71,548 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,977 shares; 2024Q4: 326,147 shares; 2025Q1: 462,049 shares; 2025Q2: 1,548,454 shares; 2025Q3: 1,607,426 shares; 2025Q4: 1,333,113 shares 1,333,113 $17.6M 0.43% -274,313 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: 2,845 shares; 2024Q4: 9,981 shares; 2025Q1: 3,656 shares; 2025Q2: 3,983 shares; 2025Q3: 2,412 shares; 2025Q4: 15,753 shares 15,753 $16.9M 0.41% +13,341 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: 34,605 shares; 2024Q4: 30,008 shares; 2025Q1: 13,437 shares; 2025Q2: 12,237 shares; 2025Q3: 12,548 shares; 2025Q4: 18,988 shares 18,988 $16.7M 0.4% +6,440 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,625 shares; 2024Q4: 66,893 shares; 2025Q1: 45,012 shares; 2025Q2: 31,144 shares; 2025Q3: 24,442 shares; 2025Q4: 48,431 shares 48,431 $16.7M 0.4% +23,989 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: 365,672 shares; 2024Q4: 449,920 shares; 2025Q1: 158,234 shares; 2025Q2: 314,078 shares; 2025Q3: 115,275 shares; 2025Q4: 444,548 shares 444,548 $16.4M 0.4% +329,273 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: 9 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 12,862 shares; 2025Q3: 30,127 shares; 2025Q4: 33,498 shares 33,498 $15.9M 0.38% +3,371 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: 51,484 shares; 2024Q4: 54,849 shares; 2025Q1: 41,210 shares; 2025Q2: 51,501 shares; 2025Q3: 21,993 shares; 2025Q4: 46,586 shares 46,586 $15.4M 0.37% +24,593 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: 34,242 shares; 2024Q4: 93,660 shares; 2025Q1: 21,118 shares; 2025Q2: 29,044 shares; 2025Q3: 23,746 shares; 2025Q4: 59,562 shares 59,562 $15.3M 0.37% +35,816 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: 57,482 shares; 2024Q4: 135,487 shares; 2025Q1: 50,618 shares; 2025Q2: 101,121 shares; 2025Q3: 33,805 shares; 2025Q4: 88,775 shares 88,775 $15.2M 0.37% +54,970 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: 34,424 shares; 2024Q4: 55,806 shares; 2025Q1: 20,614 shares; 2025Q2: 11,711 shares; 2025Q3: 18,668 shares; 2025Q4: 45,781 shares 45,781 $15M 0.36% +27,113 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 2,293 shares; 2025Q1: 496 shares; 2025Q2: 415 shares; 2025Q3: 648 shares; 2025Q4: 2,788 shares 2,788 $14.9M 0.36% +2,140 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 25,092 shares; 2025Q1: 25,011 shares; 2025Q2: 175,440 shares; 2025Q3: 152,394 shares; 2025Q4: 170,053 shares 170,053 $14.7M 0.36% +17,659 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: 52,041 shares; 2024Q4: 97,656 shares; 2025Q1: 23,196 shares; 2025Q2: 17,110 shares; 2025Q3: 26,908 shares; 2025Q4: 84,134 shares 84,134 $14.6M 0.35% +57,226 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: 13,347 shares; 2024Q4: 29,783 shares; 2025Q1: 20,153 shares; 2025Q2: 6,297 shares; 2025Q3: 8,448 shares; 2025Q4: 25,499 shares 25,499 $14.4M 0.35% +17,051 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: 17,625 shares; 2024Q4: 39,839 shares; 2025Q1: 15,318 shares; 2025Q2: 24,483 shares; 2025Q3: 17,119 shares; 2025Q4: 33,489 shares 33,489 $14.3M 0.35% +16,370 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: 48,942 shares; 2024Q4: 128,552 shares; 2025Q1: 76,748 shares; 2025Q2: 68,984 shares; 2025Q3: 76,405 shares; 2025Q4: 99,205 shares 99,205 $14.2M 0.34% +22,800 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 14,668 shares; 2025Q1: 10,424 shares; 2025Q2: 42,393 shares; 2025Q3: 4,439 shares; 2025Q4: 20,929 shares 20,929 $14.1M 0.34% +16,490 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: 9,716 shares; 2024Q4: 25,835 shares; 2025Q1: 6,497 shares; 2025Q2: 9,037 shares; 2025Q3: 12,699 shares; 2025Q4: 20,518 shares 20,518 $13.6M 0.33% +7,819 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 18,895 shares; 2025Q1: 9,297 shares; 2025Q2: 2,501 shares; 2025Q3: 2,917 shares; 2025Q4: 10,847 shares 10,847 $13.2M 0.32% +7,930 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: 121,918 shares; 2024Q4: 181,799 shares; 2025Q1: 115,097 shares; 2025Q2: 78,944 shares; 2025Q3: 52,918 shares; 2025Q4: 91,871 shares 91,871 $13.2M 0.32% +38,953 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: not reported; 2025Q1: 85,132 shares; 2025Q2: 2,411 shares; 2025Q3: 562,446 shares; 2025Q4: 156,809 shares 156,809 $13M 0.31% -405,637 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: 38,412 shares; 2024Q4: 101,189 shares; 2025Q1: 59,976 shares; 2025Q2: 45,795 shares; 2025Q3: 25,165 shares; 2025Q4: 66,351 shares 66,351 $12.9M 0.31% +41,186 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 555 shares; 2025Q1: 5,404 shares; 2025Q2: 19,339 shares; 2025Q3: 13,853 shares; 2025Q4: 15,273 shares 15,273 $12.8M 0.31% +1,420 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: 92,682 shares; 2024Q4: 158,825 shares; 2025Q1: 128,680 shares; 2025Q2: 86,547 shares; 2025Q3: 63,379 shares; 2025Q4: 60,541 shares 60,541 $12.5M 0.3% -2,838 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: 50,000 shares; 2024Q4: 57,802 shares; 2025Q1: 33,730 shares; 2025Q2: 22,554 shares; 2025Q3: 24,275 shares; 2025Q4: 42,101 shares 42,101 $12.5M 0.3% +17,826 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 17,266 shares; 2025Q4: 243,237 shares 243,237 $12.5M 0.3% +225,971 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: 44,112 shares; 2024Q4: 67,032 shares; 2025Q1: 17,284 shares; 2025Q2: 17,285 shares; 2025Q3: 23,900 shares; 2025Q4: 63,374 shares 63,374 $12.4M 0.3% +39,474 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: 27,494 shares; 2024Q4: 47,963 shares; 2025Q1: 34,453 shares; 2025Q2: 30,920 shares; 2025Q3: 7,739 shares; 2025Q4: 21,556 shares 21,556 $12.3M 0.3% +13,817 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,665 shares; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,132 shares 139,132 $12.1M 0.29% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,196 shares; 2025Q4: 117,132 shares 117,132 $12M 0.29% +7,936 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: 48,006 shares; 2024Q4: 46,885 shares; 2025Q1: 37,965 shares; 2025Q2: 18,138 shares; 2025Q3: 30,379 shares; 2025Q4: 38,182 shares 38,182 $11.7M 0.28% +7,803 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: 18,372 shares; 2024Q4: 42,567 shares; 2025Q1: 23,660 shares; 2025Q2: 19,293 shares; 2025Q3: 19,156 shares; 2025Q4: 33,010 shares 33,010 $11.6M 0.28% +13,854 Timeline JPST 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: 109,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603,010 shares; 2025Q4: 224,965 shares 224,965 $11.4M 0.28% -378,045 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: 25,054 shares; 2024Q4: 586 shares; 2025Q1: 14,827 shares; 2025Q2: 3,100 shares; 2025Q3: 20,110 shares; 2025Q4: 229,212 shares 229,212 $11.2M 0.27% +209,102 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: 212,931 shares; 2024Q4: 457,115 shares; 2025Q1: 214,716 shares; 2025Q2: 269,121 shares; 2025Q3: 113,813 shares; 2025Q4: 201,374 shares 201,374 $11.1M 0.27% +87,561 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: 48,043 shares; 2024Q4: 40,989 shares; 2025Q1: 17,305 shares; 2025Q2: 14,457 shares; 2025Q3: 11,111 shares; 2025Q4: 29,633 shares 29,633 $11M 0.27% +18,522 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: 33,142 shares; 2024Q4: 67,089 shares; 2025Q1: 20,275 shares; 2025Q2: 23,068 shares; 2025Q3: 38,832 shares; 2025Q4: 53,834 shares 53,834 $10.9M 0.26% +15,002 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: 47,017 shares; 2024Q4: 127,682 shares; 2025Q1: 181,626 shares; 2025Q2: 611,886 shares; 2025Q3: 422,585 shares; 2025Q4: 314,242 shares 314,242 $10.9M 0.26% -108,343 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: 38,411 shares; 2024Q4: 109,283 shares; 2025Q1: 29,410 shares; 2025Q2: 47,800 shares; 2025Q3: 46,324 shares; 2025Q4: 86,486 shares 86,486 $10.6M 0.26% +40,162 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: 41,194 shares; 2024Q4: 31,778 shares; 2025Q1: 16,358 shares; 2025Q2: 12,709 shares; 2025Q3: 10,434 shares; 2025Q4: 18,419 shares 18,419 $10.6M 0.26% +7,985 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,831 shares; 2024Q4: 32,707 shares; 2025Q1: 4,487 shares; 2025Q2: 1,015 shares; 2025Q3: 3,842 shares; 2025Q4: 47,949 shares 47,949 $10.4M 0.25% +44,107 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,270 shares; 2025Q3: 84 shares; 2025Q4: 111,386 shares 111,386 $10.2M 0.25% +111,302 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: 26,042 shares; 2024Q4: 9,282 shares; 2025Q1: 58,554 shares; 2025Q2: 355,913 shares; 2025Q3: 273,852 shares; 2025Q4: 307,049 shares 307,049 $10.1M 0.24% +33,197 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: 8,302 shares; 2024Q4: 7,193 shares; 2025Q1: 51,179 shares; 2025Q2: 27,351 shares; 2025Q3: 86,813 shares; 2025Q4: 61,716 shares 61,716 $9.93M 0.24% -25,097 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 59,448 shares; 2025Q2: 19,160 shares; 2025Q3: not reported; 2025Q4: 369,999 shares 369,999 $9.79M 0.24% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,075 shares; 2024Q4: 53,948 shares; 2025Q1: 26,088 shares; 2025Q2: 10,052 shares; 2025Q3: 14,569 shares; 2025Q4: 35,830 shares 35,830 $9.72M 0.24% +21,261 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: 74,398 shares; 2024Q4: 95,375 shares; 2025Q1: 133,688 shares; 2025Q2: 74,420 shares; 2025Q3: 41,556 shares; 2025Q4: 62,607 shares 62,607 $9.54M 0.23% +21,051 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: 14,347 shares; 2024Q4: 63,551 shares; 2025Q1: 30,246 shares; 2025Q2: 14,574 shares; 2025Q3: 24,355 shares; 2025Q4: 50,729 shares 50,729 $9.34M 0.23% +26,374 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: 72,351 shares; 2024Q4: 71,606 shares; 2025Q1: 39,051 shares; 2025Q2: 45,272 shares; 2025Q3: 40,790 shares; 2025Q4: 34,499 shares 34,499 $9.14M 0.22% -6,291 Timeline SOXX 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: 16,074 shares; 2025Q1: 19,881 shares; 2025Q2: 33 shares; 2025Q3: 4 shares; 2025Q4: 29,760 shares 29,760 $8.96M 0.22% +29,756 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,814 shares; 2024Q4: 7,282 shares; 2025Q1: 98,114 shares; 2025Q2: 41,034 shares; 2025Q3: 338,595 shares; 2025Q4: 378,848 shares 378,848 $8.95M 0.22% +40,253 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: 28,607 shares; 2024Q4: 82,061 shares; 2025Q1: 11,685 shares; 2025Q2: 9,978 shares; 2025Q3: 12,404 shares; 2025Q4: 103,422 shares 103,422 $8.79M 0.21% +91,018 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: 15,312 shares; 2024Q4: 33,690 shares; 2025Q1: 11,429 shares; 2025Q2: 15,135 shares; 2025Q3: 5,803 shares; 2025Q4: 18,713 shares 18,713 $8.77M 0.21% +12,910 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: 149,244 shares; 2024Q4: 229,207 shares; 2025Q1: 356,694 shares; 2025Q2: 192,382 shares; 2025Q3: 45,165 shares; 2025Q4: 72,440 shares 72,440 $8.72M 0.21% +27,275 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: 51,845 shares; 2024Q4: 92,927 shares; 2025Q1: 71,346 shares; 2025Q2: 53,834 shares; 2025Q3: 16,323 shares; 2025Q4: 37,582 shares 37,582 $8.59M 0.21% +21,259 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 7,403 shares; 2025Q1: 654 shares; 2025Q2: 442 shares; 2025Q3: 2,576 shares; 2025Q4: 9,430 shares 9,430 $8.55M 0.21% +6,854 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: 120,497 shares; 2024Q4: 132,915 shares; 2025Q1: 113,075 shares; 2025Q2: 126,042 shares; 2025Q3: 27,935 shares; 2025Q4: 80,950 shares 80,950 $8.52M 0.21% +53,015 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: 15,723 shares; 2024Q4: 31,554 shares; 2025Q1: 9,601 shares; 2025Q2: 6,075 shares; 2025Q3: 9,472 shares; 2025Q4: 32,914 shares 32,914 $8.47M 0.2% +23,442 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: 141 shares; 2024Q4: 13,423 shares; 2025Q1: 93,815 shares; 2025Q2: 8 shares; 2025Q3: 10,261 shares; 2025Q4: 70,246 shares 70,246 $8.39M 0.2% +59,985 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 135 shares; 2025Q1: 17,851 shares; 2025Q2: 15,540 shares; 2025Q3: not reported; 2025Q4: 23,231 shares 23,231 $8.37M 0.2% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386,776 shares; 2025Q4: 110,097 shares 110,097 $8.3M 0.2% -276,679 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: 44,165 shares; 2024Q4: 63,540 shares; 2025Q1: 33,110 shares; 2025Q2: 15,704 shares; 2025Q3: 17,850 shares; 2025Q4: 37,890 shares 37,890 $8.23M 0.2% +20,040 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: 36,523 shares; 2024Q4: 106,243 shares; 2025Q1: 55,682 shares; 2025Q2: 68,546 shares; 2025Q3: 63,467 shares; 2025Q4: 81,840 shares 81,840 $8.18M 0.2% +18,373 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 31,802 shares; 2025Q1: 23,751 shares; 2025Q2: 4,710 shares; 2025Q3: 14,272 shares; 2025Q4: 23,096 shares 23,096 $8.16M 0.2% +8,824 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: 310 shares; 2024Q4: 30 shares; 2025Q1: 48 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: 10,813 shares 10,813 $8.15M 0.2% new 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: 42,310 shares; 2024Q4: 78,806 shares; 2025Q1: 38,683 shares; 2025Q2: 34,577 shares; 2025Q3: 15,094 shares; 2025Q4: 45,896 shares 45,896 $8.15M 0.2% +30,802 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: 15,698 shares; 2024Q4: 27,466 shares; 2025Q1: 18,969 shares; 2025Q2: 28,772 shares; 2025Q3: 19,278 shares; 2025Q4: 33,588 shares 33,588 $8.14M 0.2% +14,310 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 19,847 shares; 2025Q1: 8,672 shares; 2025Q2: 13,422 shares; 2025Q3: 10,391 shares; 2025Q4: 24,965 shares 24,965 $8.09M 0.2% +14,574 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: 22,158 shares; 2024Q4: 65,517 shares; 2025Q1: 41,868 shares; 2025Q2: 30,897 shares; 2025Q3: 15,631 shares; 2025Q4: 26,236 shares 26,236 $8.08M 0.2% +10,605 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 16,352 shares; 2025Q1: 10,491 shares; 2025Q2: 7,051 shares; 2025Q3: 11,508 shares; 2025Q4: 35,478 shares 35,478 $8.04M 0.19% +23,970 Timeline JMUB 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: not reported; 2025Q3: not reported; 2025Q4: 158,217 shares 158,217 $7.99M 0.19% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,414 shares; 2025Q3: 72,607 shares; 2025Q4: 64,586 shares 64,586 $7.96M 0.19% -8,021 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,624 shares; 2024Q4: 66,492 shares; 2025Q1: 15,700 shares; 2025Q2: 8,745 shares; 2025Q3: 10,255 shares; 2025Q4: 124,430 shares 124,430 $7.93M 0.19% +114,175 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: 87,664 shares; 2024Q4: 271,392 shares; 2025Q1: 108,875 shares; 2025Q2: 155,628 shares; 2025Q3: 27,275 shares; 2025Q4: 83,365 shares 83,365 $7.77M 0.19% +56,090 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,303 shares 77,303 $7.77M 0.19% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 16,137 shares; 2025Q1: 6,990 shares; 2025Q2: 4,531 shares; 2025Q3: 2,191 shares; 2025Q4: 50,207 shares 50,207 $7.69M 0.19% +48,016 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 5,256 shares; 2025Q4: 328,151 shares 328,151 $7.69M 0.19% +322,895 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: 21,423 shares; 2024Q4: 35,093 shares; 2025Q1: 17,001 shares; 2025Q2: 40,732 shares; 2025Q3: 10,778 shares; 2025Q4: 32,793 shares 32,793 $7.47M 0.18% +22,015 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: 60,869 shares; 2024Q4: 118,663 shares; 2025Q1: 66,506 shares; 2025Q2: 21,797 shares; 2025Q3: 21,074 shares; 2025Q4: 46,318 shares 46,318 $7.43M 0.18% +25,244 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 162,869 shares; 2025Q1: not reported; 2025Q2: 127,645 shares; 2025Q3: not reported; 2025Q4: 110,199 shares 110,199 $7.27M 0.18% new 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: 163,743 shares; 2024Q4: 382,187 shares; 2025Q1: 234,394 shares; 2025Q2: 96,199 shares; 2025Q3: 209,416 shares; 2025Q4: 241,275 shares 241,275 $7.21M 0.17% +31,859 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 58,945 shares; 2025Q1: 94,568 shares; 2025Q2: 282,112 shares; 2025Q3: 248,450 shares; 2025Q4: 89,866 shares 89,866 $7.19M 0.17% -158,584 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,030 shares; 2024Q4: 92,002 shares; 2025Q1: 61,262 shares; 2025Q2: 103,951 shares; 2025Q3: 221,155 shares; 2025Q4: 256,336 shares 256,336 $7.18M 0.17% +35,181 Timeline SOXS Direxion Daily Semiconductors Bea… More: the full row for Direxion Daily Semiconductors Bear 3x Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,434 shares; 2024Q4: 154,251 shares; 2025Q1: 127,056 shares; 2025Q2: 27,417 shares; 2025Q3: 254 shares; 2025Q4: 2,292,943 shares 2,292,943 $7.18M 0.17% +2,292,689 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: 60,761 shares; 2024Q4: 106,118 shares; 2025Q1: 38,012 shares; 2025Q2: 43,892 shares; 2025Q3: 43,091 shares; 2025Q4: 85,213 shares 85,213 $7.18M 0.17% +42,122 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: 50,423 shares; 2024Q4: not reported; 2025Q1: 2,271 shares; 2025Q2: 86,156 shares; 2025Q3: 22 shares; 2025Q4: 129,617 shares 129,617 $7.1M 0.17% +129,595 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: 247,422 shares; 2024Q4: 251,047 shares; 2025Q1: 271,516 shares; 2025Q2: 103,652 shares; 2025Q3: 39,473 shares; 2025Q4: 172,767 shares 172,767 $7.04M 0.17% +133,294 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 2,160 shares; 2025Q1: 983 shares; 2025Q2: 1,671 shares; 2025Q3: 247,869 shares; 2025Q4: 220,938 shares 220,938 $6.7M 0.16% -26,931 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 24,679 shares; 2025Q1: 16,502 shares; 2025Q2: 3,800 shares; 2025Q3: 13,859 shares; 2025Q4: 34,184 shares 34,184 $6.62M 0.16% +20,325 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,097 shares; 2025Q1: 5,804 shares; 2025Q2: 2,236 shares; 2025Q3: 1,578 shares; 2025Q4: 6,122 shares 6,122 $6.55M 0.16% +4,544 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,396 shares; 2025Q4: 129,085 shares 129,085 $6.49M 0.16% -8,311 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: 46,251 shares; 2024Q4: 80,431 shares; 2025Q1: 82,232 shares; 2025Q2: 55,029 shares; 2025Q3: 61,260 shares; 2025Q4: 67,711 shares 67,711 $6.46M 0.16% +6,451 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: 33,218 shares; 2024Q4: 23,251 shares; 2025Q1: 8,095 shares; 2025Q2: 9,712 shares; 2025Q3: 13,794 shares; 2025Q4: 22,064 shares 22,064 $6.4M 0.15% +8,270 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 269,231 shares 269,231 $6.37M 0.15% +267,371 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 20,680 shares; 2025Q1: 13,116 shares; 2025Q2: 23,478 shares; 2025Q3: 14,022 shares; 2025Q4: 13,579 shares 13,579 $6.16M 0.15% -443 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: 172,061 shares; 2024Q4: 296,378 shares; 2025Q1: 198,159 shares; 2025Q2: 90,133 shares; 2025Q3: 48,181 shares; 2025Q4: 87,854 shares 87,854 $6.14M 0.15% +39,673 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 49,423 shares; 2025Q1: 389,352 shares; 2025Q2: 1,282,032 shares; 2025Q3: 332,387 shares; 2025Q4: 633,418 shares 633,418 $6.11M 0.15% +301,031 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: 43,409 shares; 2024Q4: 89,467 shares; 2025Q1: 22,228 shares; 2025Q2: 41,939 shares; 2025Q3: 37,479 shares; 2025Q4: 103,122 shares 103,122 $6.02M 0.15% +65,643 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: 17,609 shares; 2024Q4: 15,715 shares; 2025Q1: 1,566 shares; 2025Q2: 486 shares; 2025Q3: 7,189 shares; 2025Q4: 19,779 shares 19,779 $6.01M 0.15% +12,590 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,196 shares; 2024Q4: 21,791 shares; 2025Q1: 8,547 shares; 2025Q2: 9,719 shares; 2025Q3: 6,022 shares; 2025Q4: 19,145 shares 19,145 $5.98M 0.14% +13,123 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 20,855 shares; 2025Q1: 5,173 shares; 2025Q2: 2,233 shares; 2025Q3: 12,292 shares; 2025Q4: 19,154 shares 19,154 $5.94M 0.14% +6,862 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,950 shares; 2024Q4: 12,448 shares; 2025Q1: 19,461 shares; 2025Q2: 19,155 shares; 2025Q3: 22,021 shares; 2025Q4: 33,368 shares 33,368 $5.86M 0.14% +11,347 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 4,716 shares; 2025Q1: 3,554 shares; 2025Q2: 13,036 shares; 2025Q3: 67,020 shares; 2025Q4: 63,657 shares 63,657 $5.81M 0.14% -3,363 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: 10,858 shares; 2024Q4: 22,366 shares; 2025Q1: 13,913 shares; 2025Q2: 10,658 shares; 2025Q3: 6,360 shares; 2025Q4: 17,381 shares 17,381 $5.54M 0.13% +11,021 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 2,379 shares; 2025Q1: 3,576 shares; 2025Q2: 19,848 shares; 2025Q3: 2,626 shares; 2025Q4: 38,157 shares 38,157 $5.49M 0.13% +35,531 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: 12,384 shares; 2024Q4: 21,330 shares; 2025Q1: 21,826 shares; 2025Q2: 20,464 shares; 2025Q3: 6,333 shares; 2025Q4: 9,424 shares 9,424 $5.46M 0.13% +3,091 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: 47,384 shares; 2024Q4: 137,218 shares; 2025Q1: 64,320 shares; 2025Q2: 71,927 shares; 2025Q3: 30,603 shares; 2025Q4: 46,481 shares 46,481 $5.42M 0.13% +15,878 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 223,946 shares; 2025Q2: 1 shares; 2025Q3: 9 shares; 2025Q4: 56,120 shares 56,120 $5.4M 0.13% +56,111 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: 40,012 shares; 2024Q4: 39,225 shares; 2025Q1: 17,115 shares; 2025Q2: 12,912 shares; 2025Q3: 21,935 shares; 2025Q4: 33,370 shares 33,370 $5.34M 0.13% +11,435 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 490 shares; 2025Q2: 143,824 shares; 2025Q3: 40,529 shares; 2025Q4: 201,580 shares 201,580 $5.34M 0.13% +161,051 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: not reported; 2025Q1: 17,910 shares; 2025Q2: 2,595 shares; 2025Q3: 1,207,468 shares; 2025Q4: 691,023 shares 691,023 $5.33M 0.13% -516,445 Timeline SKYY 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: 15,868 shares; 2024Q4: 160 shares; 2025Q1: 2 shares; 2025Q2: 10,606 shares; 2025Q3: not reported; 2025Q4: 40,785 shares 40,785 $5.31M 0.13% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 12,501 shares; 2025Q1: 7,481 shares; 2025Q2: 2,981 shares; 2025Q3: 3,552 shares; 2025Q4: 11,066 shares 11,066 $5.2M 0.13% +7,514 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: 3,494 shares; 2024Q4: 8,472 shares; 2025Q1: 5,097 shares; 2025Q2: 947 shares; 2025Q3: 5,510 shares; 2025Q4: 6,724 shares 6,724 $5.19M 0.13% +1,214 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: 8,987 shares; 2024Q4: 14,796 shares; 2025Q1: 11,117 shares; 2025Q2: 6,705 shares; 2025Q3: 7,951 shares; 2025Q4: 9,837 shares 9,837 $5.14M 0.12% +1,886 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,362 shares; 2024Q4: 40,740 shares; 2025Q1: 86,388 shares; 2025Q2: 150,917 shares; 2025Q3: 222,835 shares; 2025Q4: 55,506 shares 55,506 $5.1M 0.12% -167,329 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,071 shares; 2024Q4: 29,637 shares; 2025Q1: 7,043 shares; 2025Q2: 5,842 shares; 2025Q3: 13,310 shares; 2025Q4: 26,969 shares 26,969 $5.07M 0.12% +13,659 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: 246,674 shares; 2024Q4: 321,708 shares; 2025Q1: 76,107 shares; 2025Q2: 157,601 shares; 2025Q3: 67,957 shares; 2025Q4: 201,983 shares 201,983 $5.03M 0.12% +134,026 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: 65,914 shares; 2024Q4: 132,559 shares; 2025Q1: 17,738 shares; 2025Q2: 16,563 shares; 2025Q3: 52,206 shares; 2025Q4: 93,004 shares 93,004 $5.01M 0.12% +40,798 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: 31,126 shares; 2024Q4: 111,519 shares; 2025Q1: 59,760 shares; 2025Q2: 59,981 shares; 2025Q3: 8,895 shares; 2025Q4: 36,940 shares 36,940 $4.99M 0.12% +28,045 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: 33,699 shares; 2024Q4: 89,342 shares; 2025Q1: 62,503 shares; 2025Q2: 42,185 shares; 2025Q3: 16,761 shares; 2025Q4: 39,736 shares 39,736 $4.98M 0.12% +22,975 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: 93,124 shares; 2024Q4: 104 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,239 shares; 2025Q4: 109,663 shares 109,663 $4.97M 0.12% -27,576 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: 8,970 shares; 2024Q4: 22,549 shares; 2025Q1: 10,108 shares; 2025Q2: 5,653 shares; 2025Q3: 4,223 shares; 2025Q4: 16,792 shares 16,792 $4.97M 0.12% +12,569 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: 100,470 shares; 2024Q4: 151,505 shares; 2025Q1: 87,757 shares; 2025Q2: 69,860 shares; 2025Q3: 44,139 shares; 2025Q4: 43,395 shares 43,395 $4.94M 0.12% -744 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: 26,093 shares; 2024Q4: 70,616 shares; 2025Q1: 18,858 shares; 2025Q2: 28,570 shares; 2025Q3: 14,743 shares; 2025Q4: 31,754 shares 31,754 $4.88M 0.12% +17,011 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,233 shares; 2024Q4: 50,054 shares; 2025Q1: 7,246 shares; 2025Q2: 13,179 shares; 2025Q3: 18,628 shares; 2025Q4: 35,732 shares 35,732 $4.85M 0.12% +17,104 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 15,874 shares; 2025Q1: 7,181 shares; 2025Q2: 8,696 shares; 2025Q3: 5,909 shares; 2025Q4: 7,333 shares 7,333 $4.79M 0.12% +1,424 Timeline VHT 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: 11,841 shares; 2024Q4: 4,401 shares; 2025Q1: 11,944 shares; 2025Q2: 29,661 shares; 2025Q3: 17 shares; 2025Q4: 16,624 shares 16,624 $4.79M 0.12% +16,607 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: 20,509 shares; 2024Q4: 70,569 shares; 2025Q1: 58,279 shares; 2025Q2: 15,498 shares; 2025Q3: 18,075 shares; 2025Q4: 25,943 shares 25,943 $4.76M 0.12% +7,868 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 1,714 shares; 2025Q1: 488 shares; 2025Q2: 558 shares; 2025Q3: 1,438 shares; 2025Q4: 2,347 shares 2,347 $4.73M 0.11% +909 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 484 shares; 2025Q2: 3,353 shares; 2025Q3: not reported; 2025Q4: 77,642 shares 77,642 $4.65M 0.11% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,690 shares; 2024Q4: 262,905 shares; 2025Q1: 82,142 shares; 2025Q2: 61,760 shares; 2025Q3: 87,975 shares; 2025Q4: 160,948 shares 160,948 $4.64M 0.11% +72,973 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: 14,101 shares; 2024Q4: 30,107 shares; 2025Q1: 8,209 shares; 2025Q2: 6,035 shares; 2025Q3: 19,480 shares; 2025Q4: 25,697 shares 25,697 $4.63M 0.11% +6,217 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: 30,589 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 35,832 shares; 2025Q3: 45,420 shares; 2025Q4: 39,309 shares 39,309 $4.63M 0.11% -6,111 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: 37,890 shares; 2024Q4: 33,245 shares; 2025Q1: 4,933 shares; 2025Q2: 14,005 shares; 2025Q3: 20,600 shares; 2025Q4: 26,593 shares 26,593 $4.58M 0.11% +5,993 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: 172,361 shares; 2024Q4: 495,070 shares; 2025Q1: 420,085 shares; 2025Q2: 202,639 shares; 2025Q3: 219,131 shares; 2025Q4: 183,975 shares 183,975 $4.57M 0.11% -35,156 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,810 shares; 2024Q4: 90,506 shares; 2025Q1: 13,833 shares; 2025Q2: 6,448 shares; 2025Q3: 39,063 shares; 2025Q4: 59,461 shares 59,461 $4.56M 0.11% +20,398 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: 75,542 shares; 2024Q4: 147,628 shares; 2025Q1: 33,943 shares; 2025Q2: 41,079 shares; 2025Q3: 127,812 shares; 2025Q4: 123,993 shares 123,993 $4.49M 0.11% -3,819 Timeline XAR 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: 287 shares; 2024Q4: 5 shares; 2025Q1: 14,682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,494 shares 18,494 $4.46M 0.11% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,833 shares; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: not reported; 2025Q4: 89,439 shares 89,439 $4.44M 0.11% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,031 shares; 2025Q1: 41,406 shares; 2025Q2: 33,864 shares; 2025Q3: 9,729 shares; 2025Q4: 33,823 shares 33,823 $4.43M 0.11% +24,094 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: 12,557 shares; 2024Q4: 30,544 shares; 2025Q1: 19,595 shares; 2025Q2: 18,945 shares; 2025Q3: 6,489 shares; 2025Q4: 18,282 shares 18,282 $4.41M 0.11% +11,793 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: 26,161 shares; 2024Q4: 41,898 shares; 2025Q1: 22,553 shares; 2025Q2: 12,760 shares; 2025Q3: 30,314 shares; 2025Q4: 40,225 shares 40,225 $4.41M 0.11% +9,911 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 39,124 shares; 2025Q1: 10,813 shares; 2025Q2: 6,634 shares; 2025Q3: 8,916 shares; 2025Q4: 38,324 shares 38,324 $4.35M 0.11% +29,408 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: 35,273 shares; 2024Q4: 53,046 shares; 2025Q1: 34,782 shares; 2025Q2: 6,174 shares; 2025Q3: 29,401 shares; 2025Q4: 37,405 shares 37,405 $4.31M 0.1% +8,004 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: 6,388 shares; 2024Q4: 13,049 shares; 2025Q1: 10,858 shares; 2025Q2: 6,924 shares; 2025Q3: 8,126 shares; 2025Q4: 9,250 shares 9,250 $4.31M 0.1% +1,124 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,730 shares; 2024Q4: 80,939 shares; 2025Q1: 15,560 shares; 2025Q2: 18,957 shares; 2025Q3: 13,613 shares; 2025Q4: 109,528 shares 109,528 $4.29M 0.1% +95,915 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 15,750 shares; 2025Q1: 24,809 shares; 2025Q2: 29,272 shares; 2025Q3: 20,245 shares; 2025Q4: 42,423 shares 42,423 $4.29M 0.1% +22,178 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 3,476 shares; 2025Q1: 410 shares; 2025Q2: 2,486 shares; 2025Q3: 549 shares; 2025Q4: 25,501 shares 25,501 $4.24M 0.1% +24,952 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: 21,755 shares; 2024Q4: 41,685 shares; 2025Q1: 33,382 shares; 2025Q2: 30,314 shares; 2025Q3: 17,932 shares; 2025Q4: 27,461 shares 27,461 $4.23M 0.1% +9,529 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,389 shares; 2024Q4: 63,152 shares; 2025Q1: 19,110 shares; 2025Q2: 12,716 shares; 2025Q3: 11,840 shares; 2025Q4: 52,544 shares 52,544 $4.17M 0.1% +40,704 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 29,130 shares; 2025Q1: 13,806 shares; 2025Q2: 5,119 shares; 2025Q3: 10,110 shares; 2025Q4: 19,878 shares 19,878 $4.06M 0.1% +9,768 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: 38,744 shares; 2024Q4: 119,925 shares; 2025Q1: 18,800 shares; 2025Q2: 7,403 shares; 2025Q3: 5,671 shares; 2025Q4: 74,736 shares 74,736 $4.05M 0.1% +69,065 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,376 shares; 2025Q4: 183,859 shares 183,859 $4.04M 0.1% +150,483 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: 102 shares; 2024Q4: 11,197 shares; 2025Q1: 85 shares; 2025Q2: 1,595 shares; 2025Q3: 1,285 shares; 2025Q4: 29,138 shares 29,138 $4.02M 0.1% +27,853 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 44 shares; 2025Q1: 1,084 shares; 2025Q2: 5,916 shares; 2025Q3: 2,100 shares; 2025Q4: 50,797 shares 50,797 $4M 0.1% +48,697 Timeline FVD 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: 33,088 shares; 2024Q4: 42,754 shares; 2025Q1: 51,830 shares; 2025Q2: 105,110 shares; 2025Q3: 86,492 shares; 2025Q4: 86,349 shares 86,349 $3.98M 0.1% -143 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: 21,378 shares; 2024Q4: 45,668 shares; 2025Q1: 23,955 shares; 2025Q2: 21,636 shares; 2025Q3: 10,929 shares; 2025Q4: 40,070 shares 40,070 $3.97M 0.1% +29,141 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: not reported; 2025Q1: 7,663 shares; 2025Q2: 660 shares; 2025Q3: 19,940 shares; 2025Q4: 65,298 shares 65,298 $3.97M 0.1% +45,358 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: 43,319 shares; 2024Q4: 33,381 shares; 2025Q1: 2 shares; 2025Q2: 5,147 shares; 2025Q3: 20,790 shares; 2025Q4: 40,905 shares 40,905 $3.94M 0.1% +20,115 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,259 shares; 2024Q4: 95,009 shares; 2025Q1: 125,663 shares; 2025Q2: 248,215 shares; 2025Q3: 221,403 shares; 2025Q4: 69,509 shares 69,509 $3.94M 0.1% -151,894 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 6,261 shares; 2025Q1: 42,172 shares; 2025Q2: 225,616 shares; 2025Q3: 195,493 shares; 2025Q4: 144,605 shares 144,605 $3.92M 0.09% -50,888 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: 46,920 shares; 2024Q4: 123,525 shares; 2025Q1: 58,771 shares; 2025Q2: 103,232 shares; 2025Q3: 30,248 shares; 2025Q4: 76,964 shares 76,964 $3.91M 0.09% +46,716 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: 52,754 shares; 2024Q4: 135,614 shares; 2025Q1: 80,110 shares; 2025Q2: 46,957 shares; 2025Q3: 22,749 shares; 2025Q4: 47,638 shares 47,638 $3.89M 0.09% +24,889 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,558 shares; 2024Q4: 31,364 shares; 2025Q1: 19,737 shares; 2025Q2: 18,290 shares; 2025Q3: 7,472 shares; 2025Q4: 20,758 shares 20,758 $3.85M 0.09% +13,286 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 85 shares; 2025Q2: 5,896 shares; 2025Q3: 228,748 shares; 2025Q4: 99,933 shares 99,933 $3.84M 0.09% -128,815 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 48 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 30,175 shares; 2025Q4: 31,482 shares 31,482 $3.83M 0.09% +1,307 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,556 shares; 2025Q1: 18,694 shares; 2025Q2: 85,065 shares; 2025Q3: 140,318 shares; 2025Q4: 59,606 shares 59,606 $3.82M 0.09% -80,712 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: 3,729 shares; 2024Q4: 7,224 shares; 2025Q1: 4,395 shares; 2025Q2: 3,558 shares; 2025Q3: 2,219 shares; 2025Q4: 4,329 shares 4,329 $3.81M 0.09% +2,110 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: 23,137 shares; 2024Q4: 21,625 shares; 2025Q1: 13,071 shares; 2025Q2: 14,185 shares; 2025Q3: 13,869 shares; 2025Q4: 11,962 shares 11,962 $3.73M 0.09% -1,907 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,830 shares; 2024Q4: 23,673 shares; 2025Q1: 36,375 shares; 2025Q2: 52,025 shares; 2025Q3: 16,293 shares; 2025Q4: 20,085 shares 20,085 $3.73M 0.09% +3,792 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 12 shares; 2025Q3: 1 shares; 2025Q4: 36,417 shares 36,417 $3.7M 0.09% +36,416 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 27,048 shares; 2025Q1: 15,105 shares; 2025Q2: 7,607 shares; 2025Q3: 58,171 shares; 2025Q4: 23,038 shares 23,038 $3.67M 0.09% -35,133 Timeline IHI 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: 36,949 shares; 2024Q4: 48,672 shares; 2025Q1: 56,225 shares; 2025Q2: 36,654 shares; 2025Q3: 32,461 shares; 2025Q4: 59,016 shares 59,016 $3.67M 0.09% +26,555 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 23,159 shares; 2025Q1: 14,186 shares; 2025Q2: 8,646 shares; 2025Q3: 10,765 shares; 2025Q4: 13,274 shares 13,274 $3.62M 0.09% +2,509 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: 47,195 shares; 2024Q4: 73,128 shares; 2025Q1: 46,621 shares; 2025Q2: 56,286 shares; 2025Q3: 15,451 shares; 2025Q4: 37,548 shares 37,548 $3.61M 0.09% +22,097 Timeline SCHR 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: 130 shares; 2024Q4: 260 shares; 2025Q1: 88,506 shares; 2025Q2: 127 shares; 2025Q3: 67 shares; 2025Q4: 141,759 shares 141,759 $3.56M 0.09% +141,692 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,531 shares; 2024Q4: 46,147 shares; 2025Q1: 15,152 shares; 2025Q2: 21,362 shares; 2025Q3: 22,194 shares; 2025Q4: 88,259 shares 88,259 $3.54M 0.09% +66,065 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: 75,561 shares; 2024Q4: 111,544 shares; 2025Q1: 69,873 shares; 2025Q2: 45,664 shares; 2025Q3: 41,385 shares; 2025Q4: 61,225 shares 61,225 $3.53M 0.09% +19,840 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: 3,693 shares; 2024Q4: 318,724 shares; 2025Q1: 56,685 shares; 2025Q2: 3,712 shares; 2025Q3: 11 shares; 2025Q4: 22,692 shares 22,692 $3.51M 0.09% +22,681 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: 6,377 shares; 2024Q4: 6,076 shares; 2025Q1: 29 shares; 2025Q2: 308 shares; 2025Q3: 416 shares; 2025Q4: 36,514 shares 36,514 $3.51M 0.08% +36,098 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,372 shares; 2024Q4: 17,899 shares; 2025Q1: 1,793 shares; 2025Q2: 27,560 shares; 2025Q3: 2,724 shares; 2025Q4: 16,127 shares 16,127 $3.46M 0.08% +13,403 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: 4,133 shares; 2024Q4: 10,826 shares; 2025Q1: 4,097 shares; 2025Q2: 2,358 shares; 2025Q3: 3,207 shares; 2025Q4: 7,774 shares 7,774 $3.46M 0.08% +4,567 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 15,755 shares; 2025Q1: 2,373 shares; 2025Q2: 4,274 shares; 2025Q3: 6,949 shares; 2025Q4: 25,334 shares 25,334 $3.45M 0.08% +18,385 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: not reported; 2024Q4: 67,476 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 36,406 shares 36,406 $3.43M 0.08% +36,397 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 12,517 shares; 2025Q1: 1,035 shares; 2025Q2: 46,653 shares; 2025Q3: 1,012 shares; 2025Q4: 110,659 shares 110,659 $3.41M 0.08% +109,647 Timeline VOX 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: 12,286 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 10,537 shares; 2025Q3: not reported; 2025Q4: 17,219 shares 17,219 $3.33M 0.08% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 11,573 shares; 2025Q1: 2,977 shares; 2025Q2: 5,598 shares; 2025Q3: 4,597 shares; 2025Q4: 6,892 shares 6,892 $3.33M 0.08% +2,295 Timeline ICSH 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: 14,267 shares; 2025Q2: not reported; 2025Q3: 6,098 shares; 2025Q4: 65,847 shares 65,847 $3.33M 0.08% +59,749 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: 15,277 shares; 2024Q4: 8,928 shares; 2025Q1: 25,878 shares; 2025Q2: 14,413 shares; 2025Q3: 4,765 shares; 2025Q4: 44,056 shares 44,056 $3.28M 0.08% +39,291 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: 20,838 shares; 2024Q4: 54,444 shares; 2025Q1: 37,563 shares; 2025Q2: 44,767 shares; 2025Q3: 6,946 shares; 2025Q4: 37,423 shares 37,423 $3.28M 0.08% +30,477 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,729 shares; 2025Q4: 62,815 shares 62,815 $3.25M 0.08% +12,086 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,448 shares; 2024Q4: 45,491 shares; 2025Q1: 35,708 shares; 2025Q2: 37,270 shares; 2025Q3: 27,604 shares; 2025Q4: 25,360 shares 25,360 $3.24M 0.08% -2,244 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 18,411 shares; 2025Q1: 11,557 shares; 2025Q2: 6,100 shares; 2025Q3: 4,299 shares; 2025Q4: 15,018 shares 15,018 $3.23M 0.08% +10,719 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,601 shares; 2024Q4: 101,625 shares; 2025Q1: 70,801 shares; 2025Q2: 19,624 shares; 2025Q3: 51,655 shares; 2025Q4: 73,845 shares 73,845 $3.22M 0.08% +22,190 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: not reported; 2024Q4: 10,426 shares; 2025Q1: 3 shares; 2025Q2: 23,189 shares; 2025Q3: 11,417 shares; 2025Q4: 25,490 shares 25,490 $3.21M 0.08% +14,073 Timeline SHYG 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: 80 shares; 2024Q4: 207 shares; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 74,794 shares 74,794 $3.21M 0.08% +74,419 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: 20,329 shares; 2024Q4: 4,856 shares; 2025Q1: 25,300 shares; 2025Q2: 68,970 shares; 2025Q3: 61,421 shares; 2025Q4: 43,213 shares 43,213 $3.18M 0.08% -18,208 Timeline IBB 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: 1,100 shares; 2024Q4: 6 shares; 2025Q1: 20,563 shares; 2025Q2: 51,037 shares; 2025Q3: 6,560 shares; 2025Q4: 18,728 shares 18,728 $3.16M 0.08% +12,168 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: 19,290 shares; 2024Q4: 28,585 shares; 2025Q1: 29,150 shares; 2025Q2: 26,420 shares; 2025Q3: 13,022 shares; 2025Q4: 13,791 shares 13,791 $3.16M 0.08% +769 Timeline UPRO 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: 47,889 shares; 2024Q4: 10,123 shares; 2025Q1: 31,569 shares; 2025Q2: 27,153 shares; 2025Q3: 43,613 shares; 2025Q4: 27,244 shares 27,244 $3.15M 0.08% -16,369 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,577 shares; 2024Q4: 46,633 shares; 2025Q1: 24,868 shares; 2025Q2: 25,290 shares; 2025Q3: 19,338 shares; 2025Q4: 24,695 shares 24,695 $3.15M 0.08% +5,357 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: 65,374 shares; 2024Q4: 123,999 shares; 2025Q1: 59,311 shares; 2025Q2: 153,958 shares; 2025Q3: 75,526 shares; 2025Q4: 58,100 shares 58,100 $3.13M 0.08% -17,426 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: 38,977 shares; 2024Q4: 100,941 shares; 2025Q1: 46,379 shares; 2025Q2: 65,959 shares; 2025Q3: 23,235 shares; 2025Q4: 58,667 shares 58,667 $3.13M 0.08% +35,432 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,415 shares; 2025Q4: 136,237 shares 136,237 $3.08M 0.07% +7,822 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 543 shares; 2025Q1: 27,506 shares; 2025Q2: 44,950 shares; 2025Q3: 3,455 shares; 2025Q4: 136,135 shares 136,135 $3.06M 0.07% +132,680 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,488 shares; 2024Q4: 56,769 shares; 2025Q1: 36,847 shares; 2025Q2: 8,488 shares; 2025Q3: 14,233 shares; 2025Q4: 41,262 shares 41,262 $3.05M 0.07% +27,029 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: 6,992 shares; 2024Q4: 19,247 shares; 2025Q1: 9,243 shares; 2025Q2: 7,151 shares; 2025Q3: 5,017 shares; 2025Q4: 11,896 shares 11,896 $3.05M 0.07% +6,879 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: 50,902 shares; 2024Q4: 65,158 shares; 2025Q1: 50,675 shares; 2025Q2: 46,760 shares; 2025Q3: 30,141 shares; 2025Q4: 37,314 shares 37,314 $3.03M 0.07% +7,173 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 5,396 shares; 2025Q1: 1,612 shares; 2025Q2: 1,631 shares; 2025Q3: 2,678 shares; 2025Q4: 5,313 shares 5,313 $3.02M 0.07% +2,635 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: 13,663 shares; 2024Q4: 22,350 shares; 2025Q1: 10,748 shares; 2025Q2: 8,486 shares; 2025Q3: 4,265 shares; 2025Q4: 8,577 shares 8,577 $3.01M 0.07% +4,312 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,808 shares; 2024Q4: 69,986 shares; 2025Q1: 88,060 shares; 2025Q2: 10,612 shares; 2025Q3: 29,219 shares; 2025Q4: 34,557 shares 34,557 $3.01M 0.07% +5,338 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 341 shares; 2025Q1: 49 shares; 2025Q2: 16,426 shares; 2025Q3: not reported; 2025Q4: 8,723 shares 8,723 $2.99M 0.07% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,164 shares; 2024Q4: 28,049 shares; 2025Q1: 32,316 shares; 2025Q2: 2,950 shares; 2025Q3: 5,181 shares; 2025Q4: 18,374 shares 18,374 $2.96M 0.07% +13,193 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: 8,847 shares; 2024Q4: 28,141 shares; 2025Q1: 21,515 shares; 2025Q2: 81,273 shares; 2025Q3: 138,012 shares; 2025Q4: 26,135 shares 26,135 $2.96M 0.07% -111,877 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 12,386 shares; 2025Q1: 5,921 shares; 2025Q2: 3,802 shares; 2025Q3: 8,102 shares; 2025Q4: 8,354 shares 8,354 $2.95M 0.07% +252 Timeline IYR 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: 56,565 shares; 2024Q4: 40,674 shares; 2025Q1: not reported; 2025Q2: 15,356 shares; 2025Q3: 11,770 shares; 2025Q4: 31,384 shares 31,384 $2.95M 0.07% +19,614 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: 23,621 shares; 2024Q4: 46,178 shares; 2025Q1: 35,370 shares; 2025Q2: 21,331 shares; 2025Q3: 19,957 shares; 2025Q4: 17,864 shares 17,864 $2.89M 0.07% -2,093 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: 19,238 shares; 2024Q4: 47,811 shares; 2025Q1: 22,363 shares; 2025Q2: 11,685 shares; 2025Q3: 8,758 shares; 2025Q4: 34,840 shares 34,840 $2.89M 0.07% +26,082 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,172 shares 38,172 $2.88M 0.07% new 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: 17,040 shares; 2024Q4: 192 shares; 2025Q1: 6,417 shares; 2025Q2: not reported; 2025Q3: 14,350 shares; 2025Q4: 21,550 shares 21,550 $2.88M 0.07% +7,200 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76 shares; 2025Q1: 19,014 shares; 2025Q2: 100 shares; 2025Q3: 5,055 shares; 2025Q4: 69,483 shares 69,483 $2.87M 0.07% +64,428 Timeline SQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,217 shares 41,217 $2.82M 0.07% new Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,031 shares; 2024Q4: 12,784 shares; 2025Q1: 14,847 shares; 2025Q2: 20,370 shares; 2025Q3: 10,818 shares; 2025Q4: 37,008 shares 37,008 $2.82M 0.07% +26,190 Timeline IBTL 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: 137,084 shares 137,084 $2.81M 0.07% new Timeline HYMB 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: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 112,748 shares 112,748 $2.81M 0.07% +112,736 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 17,142 shares; 2025Q1: 42,301 shares; 2025Q2: 22,609 shares; 2025Q3: 4,492 shares; 2025Q4: 18,475 shares 18,475 $2.81M 0.07% +13,983 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 6 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 8,543 shares 8,543 $2.81M 0.07% +8,529 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 52,894 shares; 2025Q3: 364,711 shares; 2025Q4: 58,516 shares 58,516 $2.79M 0.07% -306,195 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 6,548 shares; 2025Q1: 2,941 shares; 2025Q2: 1,139 shares; 2025Q3: 2,326 shares; 2025Q4: 4,104 shares 4,104 $2.78M 0.07% +1,778 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: 118 shares; 2024Q4: 29,487 shares; 2025Q1: 1,490 shares; 2025Q2: 73,430 shares; 2025Q3: 21,537 shares; 2025Q4: 42,407 shares 42,407 $2.75M 0.07% +20,870 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,404 shares; 2024Q4: 39,746 shares; 2025Q1: 16,643 shares; 2025Q2: 17,365 shares; 2025Q3: 9,166 shares; 2025Q4: 10,230 shares 10,230 $2.74M 0.07% +1,064 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 2,941 shares; 2025Q1: 6,441 shares; 2025Q2: 7,095 shares; 2025Q3: 15,259 shares; 2025Q4: 20,684 shares 20,684 $2.73M 0.07% +5,425 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: 5,311 shares; 2024Q4: 16,525 shares; 2025Q1: 5,073 shares; 2025Q2: 6,692 shares; 2025Q3: 2,528 shares; 2025Q4: 9,823 shares 9,823 $2.71M 0.07% +7,295 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: 42,819 shares; 2024Q4: 54,186 shares; 2025Q1: 21,168 shares; 2025Q2: 37,374 shares; 2025Q3: 40,857 shares; 2025Q4: 58,779 shares 58,779 $2.68M 0.06% +17,922 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 23,895 shares; 2025Q3: 93,100 shares; 2025Q4: 41,560 shares 41,560 $2.67M 0.06% -51,540 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,537 shares; 2024Q4: 22,587 shares; 2025Q1: 4,500 shares; 2025Q2: 16,089 shares; 2025Q3: 11,622 shares; 2025Q4: 16,943 shares 16,943 $2.66M 0.06% +5,321 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: 33,408 shares; 2024Q4: 60,099 shares; 2025Q1: 100,673 shares; 2025Q2: 55,595 shares; 2025Q3: 38,477 shares; 2025Q4: 28,225 shares 28,225 $2.64M 0.06% -10,252 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 11,316 shares; 2025Q1: 8,014 shares; 2025Q2: 7,770 shares; 2025Q3: 6,408 shares; 2025Q4: 9,123 shares 9,123 $2.63M 0.06% +2,715 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,076 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 47 shares; 2025Q4: 80,135 shares 80,135 $2.61M 0.06% +80,088 Timeline SPTB 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: 10,542 shares; 2025Q4: 85,804 shares 85,804 $2.61M 0.06% +75,262 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 18,931 shares; 2025Q1: 11,738 shares; 2025Q2: 6,664 shares; 2025Q3: 2,093 shares; 2025Q4: 19,073 shares 19,073 $2.6M 0.06% +16,980 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 1,632 shares; 2025Q3: 13,484 shares; 2025Q4: 24,228 shares 24,228 $2.59M 0.06% +10,744 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: 50,111 shares; 2024Q4: 70,218 shares; 2025Q1: 60,656 shares; 2025Q2: 16,353 shares; 2025Q3: 20,915 shares; 2025Q4: 32,559 shares 32,559 $2.58M 0.06% +11,644 Timeline GMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,363 shares; 2025Q3: 20,876 shares; 2025Q4: 25,733 shares 25,733 $2.58M 0.06% +4,857 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: 8,168 shares; 2024Q4: 5,384 shares; 2025Q1: 7,604 shares; 2025Q2: 18,508 shares; 2025Q3: 2,496 shares; 2025Q4: 9,915 shares 9,915 $2.57M 0.06% +7,419 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: 123,421 shares; 2024Q4: 144,209 shares; 2025Q1: 173,344 shares; 2025Q2: 26,802 shares; 2025Q3: 43,209 shares; 2025Q4: 31,716 shares 31,716 $2.55M 0.06% -11,493 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,295 shares 52,295 $2.55M 0.06% new 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: 17,674 shares; 2024Q4: 29,615 shares; 2025Q1: 18,386 shares; 2025Q2: 29,108 shares; 2025Q3: 6,518 shares; 2025Q4: 10,952 shares 10,952 $2.53M 0.06% +4,434 Timeline XBIL RBB FD INC More: the full row for RBB FD 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: 75,872 shares; 2025Q4: 50,489 shares 50,489 $2.53M 0.06% -25,383 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: 65,040 shares; 2024Q4: 90,838 shares; 2025Q1: 198,930 shares; 2025Q2: 83,532 shares; 2025Q3: 41,993 shares; 2025Q4: 91,893 shares 91,893 $2.53M 0.06% +49,900 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: 14,205 shares; 2024Q4: 24,039 shares; 2025Q1: 18,399 shares; 2025Q2: 3,676 shares; 2025Q3: 18,160 shares; 2025Q4: 25,010 shares 25,010 $2.52M 0.06% +6,850 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: 4,985 shares; 2024Q4: 6,210 shares; 2025Q1: 5,822 shares; 2025Q2: 6,022 shares; 2025Q3: 2,089 shares; 2025Q4: 4,936 shares 4,936 $2.52M 0.06% +2,847 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: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: 2,295 shares; 2025Q3: 17 shares; 2025Q4: 7,485 shares 7,485 $2.51M 0.06% +7,468 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 26,173 shares; 2025Q1: 6,276 shares; 2025Q2: 10,001 shares; 2025Q3: 2,095 shares; 2025Q4: 29,642 shares 29,642 $2.5M 0.06% +27,547 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: 45,828 shares; 2024Q4: 133,204 shares; 2025Q1: 27,851 shares; 2025Q2: 21,268 shares; 2025Q3: 96,398 shares; 2025Q4: 88,923 shares 88,923 $2.49M 0.06% -7,475 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 7,151 shares; 2025Q1: 5,215 shares; 2025Q2: 1,729 shares; 2025Q3: 1,562 shares; 2025Q4: 4,359 shares 4,359 $2.49M 0.06% +2,797 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: 18,669 shares; 2024Q4: 38,136 shares; 2025Q1: 9,591 shares; 2025Q2: 15,798 shares; 2025Q3: 10,087 shares; 2025Q4: 29,979 shares 29,979 $2.46M 0.06% +19,892 Timeline UDOW 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: 12,786 shares; 2024Q4: 5 shares; 2025Q1: 27,775 shares; 2025Q2: 38,652 shares; 2025Q3: 17,708 shares; 2025Q4: 41,847 shares 41,847 $2.42M 0.06% +24,139 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 26,807 shares; 2025Q1: 7,383 shares; 2025Q2: 7,049 shares; 2025Q3: 7,588 shares; 2025Q4: 21,578 shares 21,578 $2.42M 0.06% +13,990 Timeline ITOT 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: 39 shares; 2024Q4: 108 shares; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 122,872 shares; 2025Q4: 16,278 shares 16,278 $2.42M 0.06% -106,594 Timeline IBTK 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: 61,018 shares; 2025Q4: 121,656 shares 121,656 $2.41M 0.06% +60,638 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: 37 shares; 2024Q4: 130,717 shares; 2025Q1: 68,099 shares; 2025Q2: 54,895 shares; 2025Q3: 7,736 shares; 2025Q4: 13,283 shares 13,283 $2.41M 0.06% +5,547 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: 8,816 shares; 2024Q4: 15,142 shares; 2025Q1: 10,980 shares; 2025Q2: 29,566 shares; 2025Q3: 5,284 shares; 2025Q4: 8,724 shares 8,724 $2.4M 0.06% +3,440 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,637 shares 36,637 $2.37M 0.06% new 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: 6,281 shares; 2024Q4: 23,390 shares; 2025Q1: 14,223 shares; 2025Q2: 19,467 shares; 2025Q3: 8,765 shares; 2025Q4: 10,737 shares 10,737 $2.36M 0.06% +1,972 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 2,907 shares; 2025Q1: 2,089 shares; 2025Q2: 1,258 shares; 2025Q3: 1,636 shares; 2025Q4: 13,675 shares 13,675 $2.34M 0.06% +12,039 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 19,731 shares; 2025Q1: 7,906 shares; 2025Q2: 9,770 shares; 2025Q3: 4,576 shares; 2025Q4: 46,759 shares 46,759 $2.34M 0.06% +42,183 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,629 shares; 2024Q4: 15,660 shares; 2025Q1: 10,095 shares; 2025Q2: 3,312 shares; 2025Q3: 3,141 shares; 2025Q4: 8,386 shares 8,386 $2.34M 0.06% +5,245 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 5,381 shares; 2025Q1: 1,383 shares; 2025Q2: 64 shares; 2025Q3: 1,537 shares; 2025Q4: 5,841 shares 5,841 $2.32M 0.06% +4,304 Timeline IBTI 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: 37,300 shares; 2025Q4: 103,375 shares 103,375 $2.31M 0.06% +66,075 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,799 shares; 2024Q4: 67,548 shares; 2025Q1: 118,070 shares; 2025Q2: 131,564 shares; 2025Q3: 34,583 shares; 2025Q4: 38,130 shares 38,130 $2.29M 0.06% +3,547 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 25,424 shares; 2025Q1: 33,771 shares; 2025Q2: 4,650 shares; 2025Q3: 8,348 shares; 2025Q4: 24,770 shares 24,770 $2.29M 0.06% +16,422 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 5,017 shares; 2025Q1: 1 shares; 2025Q2: 2,880 shares; 2025Q3: 684 shares; 2025Q4: 2,820 shares 2,820 $2.28M 0.06% +2,136 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: 46,574 shares; 2024Q4: 116,150 shares; 2025Q1: 62,966 shares; 2025Q2: 40,912 shares; 2025Q3: 84,871 shares; 2025Q4: 61,430 shares 61,430 $2.27M 0.06% -23,441 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 9,485 shares; 2025Q1: 6,699 shares; 2025Q2: 15,601 shares; 2025Q3: 3,775 shares; 2025Q4: 24,705 shares 24,705 $2.27M 0.05% +20,930 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: 8,094 shares; 2024Q4: 17,839 shares; 2025Q1: 7,835 shares; 2025Q2: 7,817 shares; 2025Q3: 5,823 shares; 2025Q4: 10,710 shares 10,710 $2.27M 0.05% +4,887 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 25,343 shares; 2025Q1: 57,836 shares; 2025Q2: 21,051 shares; 2025Q3: 18,330 shares; 2025Q4: 21,425 shares 21,425 $2.25M 0.05% +3,095 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,319 shares; 2025Q1: 23,076 shares; 2025Q2: 2,413 shares; 2025Q3: 233 shares; 2025Q4: 137,976 shares 137,976 $2.22M 0.05% +137,743 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,712 shares; 2024Q4: 6,513 shares; 2025Q1: 49,176 shares; 2025Q2: 9,552 shares; 2025Q3: 20,610 shares; 2025Q4: 57,569 shares 57,569 $2.22M 0.05% +36,959 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: 24,231 shares; 2024Q4: 60,014 shares; 2025Q1: 20,394 shares; 2025Q2: 42,208 shares; 2025Q3: 28,029 shares; 2025Q4: 19,082 shares 19,082 $2.22M 0.05% -8,947 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 5,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 106,027 shares 106,027 $2.21M 0.05% +105,977 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: 26,825 shares; 2024Q4: 47,997 shares; 2025Q1: 19,547 shares; 2025Q2: 37,017 shares; 2025Q3: 20,236 shares; 2025Q4: 41,824 shares 41,824 $2.21M 0.05% +21,588 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: 4,990 shares; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 15,002 shares; 2025Q4: 38,724 shares 38,724 $2.21M 0.05% +23,722 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: 70,221 shares; 2024Q4: 90,682 shares; 2025Q1: 42,889 shares; 2025Q2: 66,049 shares; 2025Q3: 90,909 shares; 2025Q4: 34,587 shares 34,587 $2.2M 0.05% -56,322 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,497 shares; 2024Q4: 37,639 shares; 2025Q1: 81,432 shares; 2025Q2: 24,006 shares; 2025Q3: 53,752 shares; 2025Q4: 78,060 shares 78,060 $2.2M 0.05% +24,308 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,319 shares; 2025Q4: 42,349 shares 42,349 $2.19M 0.05% +35,030 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 9,073 shares; 2025Q1: 649 shares; 2025Q2: 24 shares; 2025Q3: 114,222 shares; 2025Q4: 155,915 shares 155,915 $2.19M 0.05% +41,693 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 2,196 shares; 2025Q1: 50,411 shares; 2025Q2: 3,207 shares; 2025Q3: 18,559 shares; 2025Q4: 12,803 shares 12,803 $2.18M 0.05% -5,756 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: 15,672 shares; 2024Q4: 45,129 shares; 2025Q1: 7,634 shares; 2025Q2: 3,232 shares; 2025Q3: 13,963 shares; 2025Q4: 36,834 shares 36,834 $2.16M 0.05% +22,871 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,331 shares; 2025Q2: 6,838 shares; 2025Q3: 26,103 shares; 2025Q4: 38,271 shares 38,271 $2.14M 0.05% +12,168 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 42,176 shares; 2025Q1: 4,271 shares; 2025Q2: 3,473 shares; 2025Q3: 3,663 shares; 2025Q4: 33,591 shares 33,591 $2.13M 0.05% +29,928 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: 19,123 shares; 2024Q4: 15,231 shares; 2025Q1: 10,370 shares; 2025Q2: 13,469 shares; 2025Q3: 7,817 shares; 2025Q4: 13,162 shares 13,162 $2.12M 0.05% +5,345 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: 4,652 shares; 2024Q4: 16,648 shares; 2025Q1: 7,857 shares; 2025Q2: 3,663 shares; 2025Q3: 3,224 shares; 2025Q4: 5,410 shares 5,410 $2.11M 0.05% +2,186 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: 56,004 shares; 2024Q4: 53,207 shares; 2025Q1: 53,562 shares; 2025Q2: 8,144 shares; 2025Q3: 11,239 shares; 2025Q4: 17,855 shares 17,855 $2.09M 0.05% +6,616 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: 13,922 shares; 2024Q4: 29,878 shares; 2025Q1: 15,390 shares; 2025Q2: 24,920 shares; 2025Q3: 12,491 shares; 2025Q4: 30,818 shares 30,818 $2.07M 0.05% +18,327 Timeline IAT 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: 44,716 shares; 2024Q4: not reported; 2025Q1: 7,425 shares; 2025Q2: 13,728 shares; 2025Q3: 11,135 shares; 2025Q4: 37,461 shares 37,461 $2.07M 0.05% +26,326 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: 7,368 shares; 2024Q4: 13,957 shares; 2025Q1: 10,608 shares; 2025Q2: 7,072 shares; 2025Q3: 3,968 shares; 2025Q4: 8,386 shares 8,386 $2.07M 0.05% +4,418 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: 12,603 shares; 2024Q4: 39,533 shares; 2025Q1: 14,704 shares; 2025Q2: 13,853 shares; 2025Q3: 7,859 shares; 2025Q4: 15,471 shares 15,471 $2.05M 0.05% +7,612 Timeline DVY 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: 17 shares; 2025Q2: 18,839 shares; 2025Q3: not reported; 2025Q4: 14,404 shares 14,404 $2.03M 0.05% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,399 shares; 2024Q4: 36,050 shares; 2025Q1: 8,377 shares; 2025Q2: 7,744 shares; 2025Q3: 9,246 shares; 2025Q4: 30,389 shares 30,389 $2.02M 0.05% +21,143 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 38,241 shares 38,241 $2M 0.05% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,710 shares; 2024Q4: 99,530 shares; 2025Q1: 18,128 shares; 2025Q2: 10,121 shares; 2025Q3: 28,938 shares; 2025Q4: 81,582 shares 81,582 $1.98M 0.05% +52,644 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,664 shares; 2025Q1: 99,106 shares; 2025Q2: 576,440 shares; 2025Q3: 299,480 shares; 2025Q4: 69,222 shares 69,222 $1.97M 0.05% -230,258 Timeline UPGD 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: 18,534 shares; 2024Q4: 17,842 shares; 2025Q1: 20,656 shares; 2025Q2: 15,847 shares; 2025Q3: 14,311 shares; 2025Q4: 26,578 shares 26,578 $1.97M 0.05% +12,267 Timeline USD 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: 6,978 shares; 2024Q4: 45,552 shares; 2025Q1: 17,083 shares; 2025Q2: 9,107 shares; 2025Q3: 1 shares; 2025Q4: 37,360 shares 37,360 $1.96M 0.05% +37,359 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: 9,761 shares; 2024Q4: 27,640 shares; 2025Q1: 13,652 shares; 2025Q2: 5,180 shares; 2025Q3: 7,125 shares; 2025Q4: 9,554 shares 9,554 $1.96M 0.05% +2,429 Timeline FCG 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: 5,300 shares; 2024Q4: 8,914 shares; 2025Q1: 30,272 shares; 2025Q2: 61,609 shares; 2025Q3: 9,052 shares; 2025Q4: 83,454 shares 83,454 $1.95M 0.05% +74,402 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 31,800 shares; 2025Q1: 4,361 shares; 2025Q2: 7,268 shares; 2025Q3: 18,766 shares; 2025Q4: 51,379 shares 51,379 $1.95M 0.05% +32,613 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 10,041 shares; 2025Q1: 5,683 shares; 2025Q2: 3,031 shares; 2025Q3: 4,088 shares; 2025Q4: 3,799 shares 3,799 $1.94M 0.05% -289 Timeline SPXU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,942 shares 38,942 $1.94M 0.05% new Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 9,319 shares; 2025Q1: 16,496 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: 40,487 shares 40,487 $1.93M 0.05% new 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: 14,413 shares; 2024Q4: 17,631 shares; 2025Q1: 5,762 shares; 2025Q2: 7,368 shares; 2025Q3: 6,239 shares; 2025Q4: 12,828 shares 12,828 $1.93M 0.05% +6,589 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: 5,387 shares; 2024Q4: 9,331 shares; 2025Q1: 3,645 shares; 2025Q2: 9,165 shares; 2025Q3: 3,241 shares; 2025Q4: 4,983 shares 4,983 $1.91M 0.05% +1,742 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 42,152 shares; 2025Q1: 41,933 shares; 2025Q2: 8,251 shares; 2025Q3: 1,327 shares; 2025Q4: 33,623 shares 33,623 $1.91M 0.05% +32,296 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,511 shares; 2024Q4: 28,125 shares; 2025Q1: 20,078 shares; 2025Q2: 22,453 shares; 2025Q3: 18,357 shares; 2025Q4: 28,220 shares 28,220 $1.9M 0.05% +9,863 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 1,540 shares; 2025Q1: 751 shares; 2025Q2: 549 shares; 2025Q3: 779 shares; 2025Q4: 1,122 shares 1,122 $1.9M 0.05% +343 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: 33 shares; 2024Q4: 3,774 shares; 2025Q1: 70 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 3,873 shares 3,873 $1.89M 0.05% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 20,564 shares; 2025Q1: 6,207 shares; 2025Q2: 21,873 shares; 2025Q3: 12,241 shares; 2025Q4: 8,293 shares 8,293 $1.89M 0.05% -3,948 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: 849 shares; 2024Q4: 18,077 shares; 2025Q1: 2,898 shares; 2025Q2: 2,037 shares; 2025Q3: 11,683 shares; 2025Q4: 15,032 shares 15,032 $1.88M 0.05% +3,349 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 190,069 shares; 2025Q3: 40,634 shares; 2025Q4: 40,887 shares 40,887 $1.88M 0.05% +253 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,621 shares; 2024Q4: 24,335 shares; 2025Q1: 8,897 shares; 2025Q2: 6,979 shares; 2025Q3: 8,408 shares; 2025Q4: 16,735 shares 16,735 $1.87M 0.05% +8,327 Timeline OIH 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: 14,064 shares; 2024Q4: 29,103 shares; 2025Q1: 33,452 shares; 2025Q2: 16,116 shares; 2025Q3: not reported; 2025Q4: 6,547 shares 6,547 $1.86M 0.05% new Timeline RSPT 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: 29,990 shares; 2024Q4: 9,252 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 4,364 shares; 2025Q4: 40,721 shares 40,721 $1.85M 0.04% +36,357 Timeline TQQQ 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: 89,992 shares; 2024Q4: 155 shares; 2025Q1: 40,836 shares; 2025Q2: 198,910 shares; 2025Q3: 49,289 shares; 2025Q4: 35,080 shares 35,080 $1.85M 0.04% -14,209 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: 28,161 shares; 2024Q4: 41,079 shares; 2025Q1: 24,051 shares; 2025Q2: 20,530 shares; 2025Q3: 24,172 shares; 2025Q4: 27,822 shares 27,822 $1.85M 0.04% +3,650 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: 53,281 shares; 2024Q4: 86,551 shares; 2025Q1: 45,036 shares; 2025Q2: 52,146 shares; 2025Q3: 15,484 shares; 2025Q4: 37,514 shares 37,514 $1.85M 0.04% +22,030 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: 2,881 shares; 2024Q4: 6,739 shares; 2025Q1: 5,511 shares; 2025Q2: 1,809 shares; 2025Q3: 3,056 shares; 2025Q4: 2,238 shares 2,238 $1.84M 0.04% -818 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: 7,455 shares; 2024Q4: 12,775 shares; 2025Q1: 10,887 shares; 2025Q2: 6,278 shares; 2025Q3: 1,807 shares; 2025Q4: 5,227 shares 5,227 $1.83M 0.04% +3,420 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,439 shares; 2024Q4: 17,624 shares; 2025Q1: 2,729 shares; 2025Q2: 5,392 shares; 2025Q3: 5,328 shares; 2025Q4: 20,192 shares 20,192 $1.83M 0.04% +14,864 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 6,304 shares; 2025Q1: 1,370 shares; 2025Q2: 1,599 shares; 2025Q3: 1,891 shares; 2025Q4: 8,113 shares 8,113 $1.82M 0.04% +6,222 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,161 shares 66,161 $1.81M 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,628 shares; 2024Q4: 76,218 shares; 2025Q1: 42,947 shares; 2025Q2: 52,187 shares; 2025Q3: 24,281 shares; 2025Q4: 18,131 shares 18,131 $1.81M 0.04% -6,150 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: 5,666 shares; 2024Q4: 11,135 shares; 2025Q1: 6,759 shares; 2025Q2: 4,384 shares; 2025Q3: 10,608 shares; 2025Q4: 3,876 shares 3,876 $1.81M 0.04% -6,732 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 15,541 shares; 2025Q1: 6,196 shares; 2025Q2: 4,263 shares; 2025Q3: 6,387 shares; 2025Q4: 17,452 shares 17,452 $1.81M 0.04% +11,065 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: 3,263 shares; 2024Q4: 10,469 shares; 2025Q1: 2,119 shares; 2025Q2: 1,651 shares; 2025Q3: 1,540 shares; 2025Q4: 4,263 shares 4,263 $1.8M 0.04% +2,723 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 2,348 shares; 2025Q1: 1,140 shares; 2025Q2: 697 shares; 2025Q3: 772 shares; 2025Q4: 1,343 shares 1,343 $1.79M 0.04% +571 Timeline IBTG 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: 57,495 shares; 2025Q4: 77,677 shares 77,677 $1.78M 0.04% +20,182 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: 6,560 shares; 2024Q4: 14,381 shares; 2025Q1: 4,200 shares; 2025Q2: 6,131 shares; 2025Q3: 2,193 shares; 2025Q4: 5,269 shares 5,269 $1.77M 0.04% +3,076 Timeline FEUS FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,552 shares; 2024Q4: 11,689 shares; 2025Q1: 11,904 shares; 2025Q2: 13,343 shares; 2025Q3: 8,045 shares; 2025Q4: 23,765 shares 23,765 $1.77M 0.04% +15,720 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: 10,551 shares; 2024Q4: 39,675 shares; 2025Q1: 28,246 shares; 2025Q2: 36,030 shares; 2025Q3: 15,539 shares; 2025Q4: 16,003 shares 16,003 $1.76M 0.04% +464 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 24,902 shares; 2025Q1: 4,472 shares; 2025Q2: 9,673 shares; 2025Q3: 5,224 shares; 2025Q4: 14,016 shares 14,016 $1.76M 0.04% +8,792 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 13,342 shares; 2025Q1: 14,691 shares; 2025Q2: 7,565 shares; 2025Q3: 2,584 shares; 2025Q4: 8,578 shares 8,578 $1.76M 0.04% +5,994 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,888 shares; 2025Q4: 34,096 shares 34,096 $1.76M 0.04% +28,208 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: 31,102 shares; 2024Q4: 63,684 shares; 2025Q1: 66,740 shares; 2025Q2: 17,413 shares; 2025Q3: 28,645 shares; 2025Q4: 22,114 shares 22,114 $1.75M 0.04% -6,531 Timeline JMST 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: 232 shares; 2025Q3: not reported; 2025Q4: 34,138 shares 34,138 $1.74M 0.04% new 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: 5,343 shares; 2024Q4: 10,601 shares; 2025Q1: 2,517 shares; 2025Q2: 8,560 shares; 2025Q3: 5,943 shares; 2025Q4: 7,753 shares 7,753 $1.73M 0.04% +1,810 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: 3,941 shares; 2024Q4: 3,623 shares; 2025Q1: 2,755 shares; 2025Q2: 2,697 shares; 2025Q3: 872 shares; 2025Q4: 3,022 shares 3,022 $1.73M 0.04% +2,150 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 2,011 shares; 2025Q1: 2,460 shares; 2025Q2: 1,436 shares; 2025Q3: 2,770 shares; 2025Q4: 1,856 shares 1,856 $1.73M 0.04% -914 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 469 shares; 2025Q4: 17,341 shares 17,341 $1.72M 0.04% +16,872 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 10,707 shares; 2025Q1: 3,423 shares; 2025Q2: 4,463 shares; 2025Q3: 1,695 shares; 2025Q4: 7,577 shares 7,577 $1.71M 0.04% +5,882 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,595 shares; 2024Q4: 105,582 shares; 2025Q1: not reported; 2025Q2: 55,648 shares; 2025Q3: 42,661 shares; 2025Q4: 22,187 shares 22,187 $1.71M 0.04% -20,474 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: 16,398 shares; 2024Q4: 44,737 shares; 2025Q1: 27,371 shares; 2025Q2: 25,313 shares; 2025Q3: 13,640 shares; 2025Q4: 14,217 shares 14,217 $1.7M 0.04% +577 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 6,662 shares; 2025Q1: 2,184 shares; 2025Q2: 3,625 shares; 2025Q3: 3,132 shares; 2025Q4: 3,459 shares 3,459 $1.7M 0.04% +327 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 58,194 shares; 2025Q1: 65,196 shares; 2025Q2: 71,899 shares; 2025Q3: 38,648 shares; 2025Q4: 38,157 shares 38,157 $1.69M 0.04% -491 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: 13,216 shares; 2024Q4: 20,676 shares; 2025Q1: 6,579 shares; 2025Q2: 14,709 shares; 2025Q3: 6,577 shares; 2025Q4: 8,094 shares 8,094 $1.69M 0.04% +1,517 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: 19,654 shares; 2024Q4: 16,219 shares; 2025Q1: 14,337 shares; 2025Q2: 18,288 shares; 2025Q3: 9,789 shares; 2025Q4: 9,102 shares 9,102 $1.68M 0.04% -687 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 4,814 shares; 2025Q1: 1,113 shares; 2025Q2: 912 shares; 2025Q3: 1,005 shares; 2025Q4: 4,422 shares 4,422 $1.68M 0.04% +3,417 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: not reported; 2024Q4: not reported; 2025Q1: 35,404 shares; 2025Q2: 41,477 shares; 2025Q3: not reported; 2025Q4: 2,646 shares 2,646 $1.66M 0.04% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,066 shares; 2025Q3: 8,524 shares; 2025Q4: 8,306 shares 8,306 $1.66M 0.04% -218 Timeline QTEC 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: 8,535 shares; 2024Q4: 1,412 shares; 2025Q1: 100 shares; 2025Q2: 24,053 shares; 2025Q3: 2,239 shares; 2025Q4: 7,201 shares 7,201 $1.66M 0.04% +4,962 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 252,530 shares; 2025Q1: 17,899 shares; 2025Q2: 57,373 shares; 2025Q3: 117,503 shares; 2025Q4: 56,982 shares 56,982 $1.65M 0.04% -60,521 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: 8,787 shares; 2024Q4: 12,939 shares; 2025Q1: 7,979 shares; 2025Q2: 8,117 shares; 2025Q3: 3,375 shares; 2025Q4: 6,679 shares 6,679 $1.65M 0.04% +3,304 Timeline TFLO 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: 14,622 shares; 2025Q3: not reported; 2025Q4: 32,551 shares 32,551 $1.64M 0.04% new 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: 26,238 shares; 2024Q4: 44,090 shares; 2025Q1: 14,124 shares; 2025Q2: 35,312 shares; 2025Q3: 7,379 shares; 2025Q4: 19,079 shares 19,079 $1.63M 0.04% +11,700 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 2,801 shares; 2025Q1: 347 shares; 2025Q2: 390 shares; 2025Q3: 241 shares; 2025Q4: 1,160 shares 1,160 $1.62M 0.04% +919 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 102 shares; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: 7,104 shares 7,104 $1.6M 0.04% new Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 31,453 shares; 2025Q1: not reported; 2025Q2: 24,568 shares; 2025Q3: 18,959 shares; 2025Q4: 13,494 shares 13,494 $1.59M 0.04% -5,465 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: 5,595 shares; 2024Q4: 31,472 shares; 2025Q1: 15,413 shares; 2025Q2: 28,125 shares; 2025Q3: 4,315 shares; 2025Q4: 10,947 shares 10,947 $1.58M 0.04% +6,632 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 102 shares; 2025Q1: not reported; 2025Q2: 13,385 shares; 2025Q3: 5,419 shares; 2025Q4: 17,928 shares 17,928 $1.58M 0.04% +12,509 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 5,820 shares; 2025Q1: 5,429 shares; 2025Q2: 18,586 shares; 2025Q3: 7,035 shares; 2025Q4: 24,554 shares 24,554 $1.58M 0.04% +17,519 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,713 shares 15,713 $1.58M 0.04% new Timeline PSQ 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: 11,741 shares; 2024Q4: 41,914 shares; 2025Q1: not reported; 2025Q2: 27,214 shares; 2025Q3: 13,418 shares; 2025Q4: 52,106 shares 52,106 $1.57M 0.04% +38,688 Timeline FALN 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: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,510 shares 57,510 $1.57M 0.04% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 103,713 shares; 2025Q1: 57,864 shares; 2025Q2: 6,344 shares; 2025Q3: 236 shares; 2025Q4: 199,675 shares 199,675 $1.57M 0.04% +199,439 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: 7,038 shares; 2024Q4: 7,827 shares; 2025Q1: 3,965 shares; 2025Q2: 13,982 shares; 2025Q3: 2,226 shares; 2025Q4: 5,459 shares 5,459 $1.56M 0.04% +3,233 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 41,140 shares 41,140 $1.55M 0.04% new 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: 8,820 shares; 2024Q4: 18,592 shares; 2025Q1: 9,798 shares; 2025Q2: 14,880 shares; 2025Q3: 4,308 shares; 2025Q4: 5,890 shares 5,890 $1.55M 0.04% +1,582 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: 32,765 shares; 2024Q4: 90,622 shares; 2025Q1: 50,887 shares; 2025Q2: 37,639 shares; 2025Q3: 72,189 shares; 2025Q4: 74,828 shares 74,828 $1.54M 0.04% +2,639 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,110 shares; 2024Q4: 23,608 shares; 2025Q1: 2,227 shares; 2025Q2: 2,793 shares; 2025Q3: 5,487 shares; 2025Q4: 14,005 shares 14,005 $1.53M 0.04% +8,518 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 13,362 shares; 2025Q1: 7,763 shares; 2025Q2: 9,081 shares; 2025Q3: 9,463 shares; 2025Q4: 7,450 shares 7,450 $1.53M 0.04% -2,013 Timeline KIE 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: 13,963 shares; 2024Q4: 878 shares; 2025Q1: not reported; 2025Q2: 76,189 shares; 2025Q3: 48,682 shares; 2025Q4: 25,325 shares 25,325 $1.52M 0.04% -23,357 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,210 shares; 2024Q4: 16,265 shares; 2025Q1: 16,236 shares; 2025Q2: 15,063 shares; 2025Q3: 18,226 shares; 2025Q4: 17,065 shares 17,065 $1.52M 0.04% -1,161 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,758 shares; 2025Q3: 33,859 shares; 2025Q4: 64,888 shares 64,888 $1.51M 0.04% +31,029 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,897 shares; 2024Q4: 19,213 shares; 2025Q1: 12,854 shares; 2025Q2: 3,862 shares; 2025Q3: 1,807 shares; 2025Q4: 11,838 shares 11,838 $1.51M 0.04% +10,031 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 2,577 shares; 2025Q1: 4,091 shares; 2025Q2: 4,658 shares; 2025Q3: 2,859 shares; 2025Q4: 1,967 shares 1,967 $1.51M 0.04% -892 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 1,714 shares; 2025Q1: 24,456 shares; 2025Q2: 23 shares; 2025Q3: 27,380 shares; 2025Q4: 15,491 shares 15,491 $1.51M 0.04% -11,889 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 5,248 shares; 2025Q3: 194 shares; 2025Q4: 5,000 shares 5,000 $1.5M 0.04% +4,806 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 14,246 shares; 2025Q1: 4,047 shares; 2025Q2: 1,615 shares; 2025Q3: 1,992 shares; 2025Q4: 10,944 shares 10,944 $1.49M 0.04% +8,952 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,132 shares; 2025Q3: 133 shares; 2025Q4: 20,123 shares 20,123 $1.49M 0.04% +19,990 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,706 shares; 2024Q4: 4,011 shares; 2025Q1: 1,919 shares; 2025Q2: 3,549 shares; 2025Q3: 1,266 shares; 2025Q4: 5,415 shares 5,415 $1.49M 0.04% +4,149 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,034 shares 29,034 $1.48M 0.04% new 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: 14,869 shares; 2024Q4: 19,962 shares; 2025Q1: 12,508 shares; 2025Q2: 2,867 shares; 2025Q3: 4,449 shares; 2025Q4: 7,078 shares 7,078 $1.47M 0.04% +2,629 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 14,096 shares; 2025Q1: 3,669 shares; 2025Q2: 4,937 shares; 2025Q3: 2,591 shares; 2025Q4: 7,098 shares 7,098 $1.44M 0.03% +4,507 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 7,093 shares; 2025Q1: 1,398 shares; 2025Q2: 1,733 shares; 2025Q3: 3,097 shares; 2025Q4: 8,876 shares 8,876 $1.44M 0.03% +5,779 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: not reported; 2025Q2: 35,735 shares; 2025Q3: 80,948 shares; 2025Q4: 23,795 shares 23,795 $1.43M 0.03% -57,153 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,719 shares; 2024Q4: 9,522 shares; 2025Q1: 17 shares; 2025Q2: 4,755 shares; 2025Q3: 2,646 shares; 2025Q4: 2,373 shares 2,373 $1.43M 0.03% -273 Timeline XME 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: 4,981 shares; 2024Q4: 27,041 shares; 2025Q1: 48,383 shares; 2025Q2: 102,927 shares; 2025Q3: 4,683 shares; 2025Q4: 13,778 shares 13,778 $1.43M 0.03% +9,095 Timeline SDOW 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: not reported; 2024Q4: 20,345 shares; 2025Q1: 46,170 shares; 2025Q2: 5,126 shares; 2025Q3: 36,892 shares; 2025Q4: 44,632 shares 44,632 $1.43M 0.03% +7,740 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: 4,068 shares; 2024Q4: 9,115 shares; 2025Q1: 6,834 shares; 2025Q2: 2,020 shares; 2025Q3: 2,125 shares; 2025Q4: 4,217 shares 4,217 $1.42M 0.03% +2,092 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,219 shares; 2025Q1: 1,642 shares; 2025Q2: 476 shares; 2025Q3: 296 shares; 2025Q4: 416 shares 416 $1.41M 0.03% +120 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: 3,034 shares; 2024Q4: 4,605 shares; 2025Q1: 1,667 shares; 2025Q2: 4,492 shares; 2025Q3: 1,401 shares; 2025Q4: 2,265 shares 2,265 $1.41M 0.03% +864 Timeline IBTM 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: 61,054 shares; 2025Q4: 61,037 shares 61,037 $1.41M 0.03% -17 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: 80,047 shares; 2024Q4: 13,098 shares; 2025Q1: 19,895 shares; 2025Q2: 16,215 shares; 2025Q3: 15,299 shares; 2025Q4: 18,160 shares 18,160 $1.41M 0.03% +2,861 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 33,834 shares; 2025Q1: 16,857 shares; 2025Q2: 13,644 shares; 2025Q3: 4,193 shares; 2025Q4: 14,410 shares 14,410 $1.4M 0.03% +10,217 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: 10,863 shares; 2024Q4: 23,265 shares; 2025Q1: 15,494 shares; 2025Q2: 21,515 shares; 2025Q3: 17,876 shares; 2025Q4: 15,999 shares 15,999 $1.4M 0.03% -1,877 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,163 shares; 2024Q4: 23,452 shares; 2025Q1: 10,454 shares; 2025Q2: 13,748 shares; 2025Q3: 2,586 shares; 2025Q4: 10,817 shares 10,817 $1.4M 0.03% +8,231 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: 25,279 shares; 2024Q4: 42,500 shares; 2025Q1: 81,588 shares; 2025Q2: 37,844 shares; 2025Q3: 41,772 shares; 2025Q4: 36,311 shares 36,311 $1.39M 0.03% -5,461 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,513 shares; 2024Q4: 151,996 shares; 2025Q1: 147,160 shares; 2025Q2: 48,039 shares; 2025Q3: 83,249 shares; 2025Q4: 86,681 shares 86,681 $1.39M 0.03% +3,432 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,800 shares; 2024Q4: 42,153 shares; 2025Q1: 58,147 shares; 2025Q2: 23,699 shares; 2025Q3: 17,798 shares; 2025Q4: 39,601 shares 39,601 $1.39M 0.03% +21,803 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 4,880 shares; 2025Q1: 1,505 shares; 2025Q2: 4,539 shares; 2025Q3: 3,425 shares; 2025Q4: 8,176 shares 8,176 $1.39M 0.03% +4,751 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: 21,038 shares; 2024Q4: 40,182 shares; 2025Q1: 12,141 shares; 2025Q2: 7,114 shares; 2025Q3: 3,896 shares; 2025Q4: 14,123 shares 14,123 $1.38M 0.03% +10,227 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 13,119 shares; 2025Q1: 7,363 shares; 2025Q2: 3,215 shares; 2025Q3: 16,473 shares; 2025Q4: 4,783 shares 4,783 $1.37M 0.03% -11,690 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: 6,468 shares; 2024Q4: 8,267 shares; 2025Q1: 13,679 shares; 2025Q2: 18,881 shares; 2025Q3: 17,266 shares; 2025Q4: 21,062 shares 21,062 $1.37M 0.03% +3,796 Timeline PZA 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: not reported; 2024Q4: 37 shares; 2025Q1: 18 shares; 2025Q2: 3 shares; 2025Q3: 70 shares; 2025Q4: 58,770 shares 58,770 $1.36M 0.03% +58,700 Timeline SH 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: not reported; 2024Q4: 52,991 shares; 2025Q1: 3,104 shares; 2025Q2: 24,525 shares; 2025Q3: not reported; 2025Q4: 37,596 shares 37,596 $1.35M 0.03% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 7,987 shares; 2025Q1: not reported; 2025Q2: 10,647 shares; 2025Q3: 17,425 shares; 2025Q4: 9,427 shares 9,427 $1.35M 0.03% -7,998 Timeline HSMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,699 shares; 2024Q4: 34,967 shares; 2025Q1: 26,500 shares; 2025Q2: 10,193 shares; 2025Q3: 5,445 shares; 2025Q4: 37,863 shares 37,863 $1.35M 0.03% +32,418 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 367 shares; 2025Q1: not reported; 2025Q2: 8,893 shares; 2025Q3: not reported; 2025Q4: 135,823 shares 135,823 $1.33M 0.03% new Timeline JAVA 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: 7,841 shares; 2025Q3: 6,873 shares; 2025Q4: 18,309 shares 18,309 $1.31M 0.03% +11,436 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,123 shares; 2024Q4: 6,184 shares; 2025Q1: 70,457 shares; 2025Q2: 25,017 shares; 2025Q3: 55,778 shares; 2025Q4: 27,379 shares 27,379 $1.31M 0.03% -28,399 Timeline URTY 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: 41,913 shares; 2024Q4: 32,346 shares; 2025Q1: 36,136 shares; 2025Q2: 18,001 shares; 2025Q3: 24,333 shares; 2025Q4: 24,560 shares 24,560 $1.31M 0.03% +227 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: 5,556 shares; 2024Q4: 21,744 shares; 2025Q1: 16,491 shares; 2025Q2: 1,822 shares; 2025Q3: 6,138 shares; 2025Q4: 9,768 shares 9,768 $1.3M 0.03% +3,630 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,228 shares; 2025Q2: 1,706 shares; 2025Q3: 1,580 shares; 2025Q4: 5,454 shares 5,454 $1.29M 0.03% +3,874 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: 20,310 shares; 2024Q4: 48,064 shares; 2025Q1: 21,555 shares; 2025Q2: 17,321 shares; 2025Q3: 7,666 shares; 2025Q4: 16,382 shares 16,382 $1.29M 0.03% +8,716 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,358 shares; 2024Q4: 75,300 shares; 2025Q1: 86,301 shares; 2025Q2: 83,898 shares; 2025Q3: 10,531 shares; 2025Q4: 56,999 shares 56,999 $1.27M 0.03% +46,468 Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,513 shares 25,513 $1.26M 0.03% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,000 shares; 2025Q1: 1,781 shares; 2025Q2: 1,136 shares; 2025Q3: 1,381 shares; 2025Q4: 2,261 shares 2,261 $1.25M 0.03% +880 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: 7,755 shares; 2024Q4: 12,969 shares; 2025Q1: 21,803 shares; 2025Q2: 6,197 shares; 2025Q3: 9,461 shares; 2025Q4: 7,610 shares 7,610 $1.24M 0.03% -1,851 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 25,693 shares; 2025Q1: 10,914 shares; 2025Q2: 5,002 shares; 2025Q3: 8,904 shares; 2025Q4: 17,809 shares 17,809 $1.24M 0.03% +8,905 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,652 shares; 2024Q4: 53,668 shares; 2025Q1: 17,491 shares; 2025Q2: not reported; 2025Q3: 441,631 shares; 2025Q4: 49,842 shares 49,842 $1.23M 0.03% -391,789 Timeline TWM 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: not reported; 2024Q4: 28,904 shares; 2025Q1: 36,737 shares; 2025Q2: 24,909 shares; 2025Q3: 7 shares; 2025Q4: 38,503 shares 38,503 $1.23M 0.03% +38,496 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 13,154 shares; 2025Q1: 5,632 shares; 2025Q2: 7,521 shares; 2025Q3: 2,144 shares; 2025Q4: 5,772 shares 5,772 $1.23M 0.03% +3,628 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,976 shares; 2025Q4: 24,682 shares 24,682 $1.23M 0.03% +19,706 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,645 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 4,346 shares 4,346 $1.21M 0.03% +4,339 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: 97,741 shares; 2024Q4: 149,644 shares; 2025Q1: 58,291 shares; 2025Q2: 58,197 shares; 2025Q3: 76,854 shares; 2025Q4: 70,115 shares 70,115 $1.21M 0.03% -6,739 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,876 shares; 2024Q4: 30,878 shares; 2025Q1: 17,881 shares; 2025Q2: 15,718 shares; 2025Q3: 3,368 shares; 2025Q4: 12,529 shares 12,529 $1.2M 0.03% +9,161 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: 33,660 shares; 2024Q4: 45,225 shares; 2025Q1: 23,902 shares; 2025Q2: 42,671 shares; 2025Q3: 14,491 shares; 2025Q4: 17,912 shares 17,912 $1.2M 0.03% +3,421 Timeline QLD 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: 28,524 shares; 2024Q4: 26 shares; 2025Q1: 18,128 shares; 2025Q2: 1,596 shares; 2025Q3: 14,710 shares; 2025Q4: 16,979 shares 16,979 $1.2M 0.03% +2,269 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: 12,730 shares; 2024Q4: 34,798 shares; 2025Q1: 8,661 shares; 2025Q2: 16,739 shares; 2025Q3: 4,049 shares; 2025Q4: 13,723 shares 13,723 $1.2M 0.03% +9,674 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: 6,618 shares; 2024Q4: 9,810 shares; 2025Q1: 3,497 shares; 2025Q2: 8,534 shares; 2025Q3: 2,441 shares; 2025Q4: 4,136 shares 4,136 $1.19M 0.03% +1,695 Timeline XLRE 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: 58,255 shares; 2024Q4: 401,120 shares; 2025Q1: 253,870 shares; 2025Q2: 28,447 shares; 2025Q3: 349,438 shares; 2025Q4: 29,529 shares 29,529 $1.19M 0.03% -319,909 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 1,274 shares; 2025Q1: 527 shares; 2025Q2: 980 shares; 2025Q3: 3,876 shares; 2025Q4: 2,817 shares 2,817 $1.19M 0.03% -1,059 Timeline SPYD 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 shares; 2024Q4: 9 shares; 2025Q1: 131 shares; 2025Q2: 46,183 shares; 2025Q3: 53,130 shares; 2025Q4: 27,418 shares 27,418 $1.19M 0.03% -25,712 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: 4,521 shares; 2024Q4: 7,305 shares; 2025Q1: 5,196 shares; 2025Q2: 1,041 shares; 2025Q3: 1,235 shares; 2025Q4: 6,594 shares 6,594 $1.18M 0.03% +5,359 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 62,650 shares; 2025Q4: 23,796 shares 23,796 $1.18M 0.03% -38,854 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 3,097 shares; 2025Q1: 1,338 shares; 2025Q2: 1,703 shares; 2025Q3: 1,094 shares; 2025Q4: 2,096 shares 2,096 $1.16M 0.03% +1,002 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 5,152 shares; 2025Q1: 4,650 shares; 2025Q2: 3,299 shares; 2025Q3: 5,072 shares; 2025Q4: 3,432 shares 3,432 $1.15M 0.03% -1,640 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3,500 shares; 2025Q4: 57,463 shares 57,463 $1.15M 0.03% +53,963 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,707 shares; 2024Q4: 15,491 shares; 2025Q1: 15,959 shares; 2025Q2: 8,668 shares; 2025Q3: 10,381 shares; 2025Q4: 8,824 shares 8,824 $1.14M 0.03% -1,557 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,729 shares; 2025Q1: not reported; 2025Q2: 291,669 shares; 2025Q3: 327,660 shares; 2025Q4: 42,245 shares 42,245 $1.14M 0.03% -285,415 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 7,166 shares; 2025Q1: 4,185 shares; 2025Q2: 4,702 shares; 2025Q3: 3,431 shares; 2025Q4: 11,022 shares 11,022 $1.13M 0.03% +7,591 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 7,369 shares; 2025Q1: 54,036 shares; 2025Q2: 6,274 shares; 2025Q3: 1,803 shares; 2025Q4: 12,415 shares 12,415 $1.12M 0.03% +10,612 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: 5,679 shares; 2024Q4: 3,309 shares; 2025Q1: 7,035 shares; 2025Q2: 19,580 shares; 2025Q3: 19,554 shares; 2025Q4: 4,973 shares 4,973 $1.12M 0.03% -14,581 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 2,754 shares; 2025Q1: 40,957 shares; 2025Q2: 76,351 shares; 2025Q3: 114,704 shares; 2025Q4: 32,957 shares 32,957 $1.12M 0.03% -81,747 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: 8,995 shares; 2024Q4: 10,814 shares; 2025Q1: 5,389 shares; 2025Q2: 7,179 shares; 2025Q3: 2,265 shares; 2025Q4: 3,786 shares 3,786 $1.11M 0.03% +1,521 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: 12,378 shares; 2024Q4: 24,921 shares; 2025Q1: 17,337 shares; 2025Q2: 15,678 shares; 2025Q3: 30,727 shares; 2025Q4: 16,951 shares 16,951 $1.1M 0.03% -13,776 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 18,842 shares; 2025Q1: 17,452 shares; 2025Q2: 7,735 shares; 2025Q3: 3,219 shares; 2025Q4: 7,230 shares 7,230 $1.09M 0.03% +4,011 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: 17,860 shares; 2024Q4: 41,529 shares; 2025Q1: 16,058 shares; 2025Q2: 17,870 shares; 2025Q3: 6,132 shares; 2025Q4: 13,092 shares 13,092 $1.09M 0.03% +6,960 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 50,986 shares; 2025Q1: 73,973 shares; 2025Q2: 165,125 shares; 2025Q3: 201,668 shares; 2025Q4: 26,982 shares 26,982 $1.09M 0.03% -174,686 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: 29,845 shares; 2024Q4: 49,914 shares; 2025Q1: 26,422 shares; 2025Q2: 23,204 shares; 2025Q3: 10,986 shares; 2025Q4: 12,751 shares 12,751 $1.09M 0.03% +1,765 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,515 shares; 2024Q4: 20,351 shares; 2025Q1: 17,129 shares; 2025Q2: 4,130 shares; 2025Q3: 15,050 shares; 2025Q4: 6,817 shares 6,817 $1.09M 0.03% -8,233 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,839 shares; 2024Q4: 9,224 shares; 2025Q1: 3,865 shares; 2025Q2: 1,472 shares; 2025Q3: 1,485 shares; 2025Q4: 4,978 shares 4,978 $1.08M 0.03% +3,493 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,560 shares; 2024Q4: 7,280 shares; 2025Q1: 8,142 shares; 2025Q2: 6,461 shares; 2025Q3: 11,527 shares; 2025Q4: 8,237 shares 8,237 $1.07M 0.03% -3,290 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: 2,340 shares; 2024Q4: 5,539 shares; 2025Q1: 10,305 shares; 2025Q2: 8,638 shares; 2025Q3: 8,973 shares; 2025Q4: 6,110 shares 6,110 $1.07M 0.03% -2,863 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,688 shares; 2024Q4: 3,926 shares; 2025Q1: 1,969 shares; 2025Q2: 91 shares; 2025Q3: 12,925 shares; 2025Q4: 47,325 shares 47,325 $1.07M 0.03% +34,400 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 6,483 shares; 2025Q1: 4,167 shares; 2025Q2: 3,428 shares; 2025Q3: 6,048 shares; 2025Q4: 12,190 shares 12,190 $1.06M 0.03% +6,142 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,378 shares; 2024Q4: 114,059 shares; 2025Q1: 41,762 shares; 2025Q2: 27,453 shares; 2025Q3: 27,615 shares; 2025Q4: 44,156 shares 44,156 $1.06M 0.03% +16,541 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: 34,831 shares; 2024Q4: 41,537 shares; 2025Q1: 32,349 shares; 2025Q2: 19,274 shares; 2025Q3: 11,473 shares; 2025Q4: 25,699 shares 25,699 $1.06M 0.03% +14,226 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 2,450 shares; 2025Q1: 2,321 shares; 2025Q2: 1,173 shares; 2025Q3: 1,067 shares; 2025Q4: 5,779 shares 5,779 $1.06M 0.03% +4,712 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,996 shares; 2025Q3: 9,214 shares; 2025Q4: 26,015 shares 26,015 $1.05M 0.03% +16,801 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 226 shares; 2025Q1: 1,077 shares; 2025Q2: not reported; 2025Q3: 17,817 shares; 2025Q4: 13,375 shares 13,375 $1.05M 0.03% -4,442 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: 38,061 shares; 2024Q4: 51,958 shares; 2025Q1: 15,903 shares; 2025Q2: 57,381 shares; 2025Q3: 13,643 shares; 2025Q4: 44,951 shares 44,951 $1.05M 0.03% +31,308 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 12,709 shares; 2025Q1: 3,465 shares; 2025Q2: 1,386 shares; 2025Q3: 2,542 shares; 2025Q4: 5,044 shares 5,044 $1.05M 0.03% +2,502 Timeline