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: 225,590 shares; 2024Q4: 248,751 shares; 2025Q1: 219,546 shares; 2025Q2: 59,051 shares; 2025Q3: 250,083 shares; 2025Q4: 256,931 shares 256,931 $161M 7.15% +6,848 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: 228,524 shares; 2024Q4: 253,172 shares; 2025Q1: 349,578 shares; 2025Q2: 10,533 shares; 2025Q3: 290,158 shares; 2025Q4: 289,434 shares 289,434 $141M 6.27% -724 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036,031 shares; 2024Q4: 695,222 shares; 2025Q1: 1,214,358 shares; 2025Q2: 414,772 shares; 2025Q3: 233,674 shares; 2025Q4: 1,297,346 shares 1,297,346 $133M 5.91% +1,063,672 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,933 shares; 2024Q4: 14,883 shares; 2025Q1: 1,302,134 shares; 2025Q2: 1,343,949 shares; 2025Q3: 2,412,345 shares; 2025Q4: 1,744,682 shares 1,744,682 $117M 5.21% -667,663 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,502 shares; 2024Q4: 217,681 shares; 2025Q1: 213,465 shares; 2025Q2: 216,408 shares; 2025Q3: 217,560 shares; 2025Q4: 231,242 shares 231,242 $62.9M 2.79% +13,682 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: 140,901 shares; 2024Q4: 148,140 shares; 2025Q1: 151,091 shares; 2025Q2: 183,512 shares; 2025Q3: 185,068 shares; 2025Q4: 190,117 shares 190,117 $59.5M 2.64% +5,049 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: 221,024 shares; 2024Q4: 264,967 shares; 2025Q1: 297,049 shares; 2025Q2: 290,727 shares; 2025Q3: 287,681 shares; 2025Q4: 314,078 shares 314,078 $58.6M 2.6% +26,397 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: 90,289 shares; 2024Q4: 98,653 shares; 2025Q1: 110,010 shares; 2025Q2: 108,158 shares; 2025Q3: 107,873 shares; 2025Q4: 115,205 shares 115,205 $55.7M 2.47% +7,332 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287,784 shares; 2024Q4: 1,511,807 shares; 2025Q1: 1,259,232 shares; 2025Q2: 1,320,878 shares; 2025Q3: 1,399,939 shares; 2025Q4: 1,485,543 shares 1,485,543 $51.7M 2.3% +85,604 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,312 shares; 2024Q4: 246,263 shares; 2025Q1: 2,014,548 shares; 2025Q2: 893,202 shares; 2025Q3: 1,265,266 shares; 2025Q4: 545,376 shares 545,376 $48.8M 2.17% -719,890 Timeline VTWO 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: 700,400 shares; 2024Q4: 734,659 shares; 2025Q1: 712,294 shares; 2025Q2: 496,289 shares; 2025Q3: 482,012 shares; 2025Q4: 461,606 shares 461,606 $45.9M 2.04% -20,406 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: 121,349 shares; 2024Q4: 136,658 shares; 2025Q1: 125,708 shares; 2025Q2: 119,055 shares; 2025Q3: 115,084 shares; 2025Q4: 116,871 shares 116,871 $40.4M 1.8% +1,787 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: 111,458 shares; 2024Q4: 116,954 shares; 2025Q1: 159,711 shares; 2025Q2: 155,940 shares; 2025Q3: 149,551 shares; 2025Q4: 139,005 shares 139,005 $39.7M 1.76% -10,546 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: 43,844 shares; 2024Q4: 46,132 shares; 2025Q1: 42,220 shares; 2025Q2: 44,975 shares; 2025Q3: 45,912 shares; 2025Q4: 47,351 shares 47,351 $31.3M 1.39% +1,439 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,658 shares; 2024Q4: 516,287 shares; 2025Q1: 499,174 shares; 2025Q2: 607,931 shares; 2025Q3: 632,277 shares; 2025Q4: 647,119 shares 647,119 $30.3M 1.34% +14,842 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 12,344 shares; 2025Q1: 10,883 shares; 2025Q2: 102,692 shares; 2025Q3: 109,615 shares; 2025Q4: 119,364 shares 119,364 $29.4M 1.3% +9,749 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: 739,531 shares; 2024Q4: 767,890 shares; 2025Q1: 818,109 shares; 2025Q2: 756,569 shares; 2025Q3: 1,033,760 shares; 2025Q4: 1,024,941 shares 1,024,941 $28.1M 1.25% -8,819 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,684 shares; 2024Q4: 155,556 shares; 2025Q1: 157,843 shares; 2025Q2: 146,039 shares; 2025Q3: 268,228 shares; 2025Q4: 274,313 shares 274,313 $28M 1.24% +6,085 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: 222,635 shares; 2024Q4: 251,436 shares; 2025Q1: 228,283 shares; 2025Q2: 228,984 shares; 2025Q3: 229,691 shares; 2025Q4: 231,302 shares 231,302 $25.8M 1.14% +1,611 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: 16,715 shares; 2024Q4: 17,816 shares; 2025Q1: 21,283 shares; 2025Q2: 22,571 shares; 2025Q3: 23,078 shares; 2025Q4: 23,408 shares 23,408 $25.2M 1.12% +330 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: 17,570 shares; 2024Q4: 18,032 shares; 2025Q1: 21,718 shares; 2025Q2: 21,185 shares; 2025Q3: 20,680 shares; 2025Q4: 20,429 shares 20,429 $24.8M 1.1% -251 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: 66,993 shares; 2024Q4: 69,610 shares; 2025Q1: 65,042 shares; 2025Q2: 65,666 shares; 2025Q3: 66,709 shares; 2025Q4: 67,166 shares 67,166 $23.6M 1.05% +457 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,009 shares; 2024Q4: 877,931 shares; 2025Q1: 968,945 shares; 2025Q2: 784,717 shares; 2025Q3: 761,962 shares; 2025Q4: 777,579 shares 777,579 $23.5M 1.04% +15,617 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: 9,115 shares; 2024Q4: 17,934 shares; 2025Q1: 68,332 shares; 2025Q2: 67,656 shares; 2025Q3: 69,174 shares; 2025Q4: 70,316 shares 70,316 $22.7M 1.01% +1,142 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,699 shares; 2024Q4: 89,673 shares; 2025Q1: 89,672 shares; 2025Q2: 89,600 shares; 2025Q3: 89,463 shares; 2025Q4: 89,474 shares 89,474 $22.6M 1% +11 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: 63,147 shares; 2024Q4: 69,199 shares; 2025Q1: 76,864 shares; 2025Q2: 83,211 shares; 2025Q3: 85,305 shares; 2025Q4: 93,766 shares 93,766 $21.6M 0.96% +8,461 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: 77,864 shares; 2024Q4: 78,756 shares; 2025Q1: 89,376 shares; 2025Q2: 89,765 shares; 2025Q3: 89,393 shares; 2025Q4: 90,308 shares 90,308 $20.6M 0.92% +915 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,601 shares; 2024Q4: 173,328 shares; 2025Q1: 180,983 shares; 2025Q2: 178,622 shares; 2025Q3: 179,390 shares; 2025Q4: 178,881 shares 178,881 $20.5M 0.91% -509 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,552 shares; 2024Q4: 56,227 shares; 2025Q1: 63,355 shares; 2025Q2: 58,430 shares; 2025Q3: 66,304 shares; 2025Q4: 135,348 shares 135,348 $19.5M 0.87% +69,044 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: 111,504 shares; 2024Q4: 120,387 shares; 2025Q1: 125,830 shares; 2025Q2: 123,115 shares; 2025Q3: 124,413 shares; 2025Q4: 124,643 shares 124,643 $19.1M 0.85% +230 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: 84,840 shares; 2024Q4: 82,629 shares; 2025Q1: 102,704 shares; 2025Q2: 105,638 shares; 2025Q3: 110,232 shares; 2025Q4: 111,636 shares 111,636 $19.1M 0.85% +1,404 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 3,537 shares; 2025Q1: 111,145 shares; 2025Q2: 101,121 shares; 2025Q3: 102,851 shares; 2025Q4: 103,202 shares 103,202 $18.9M 0.84% +351 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: 18,312 shares; 2024Q4: 20,539 shares; 2025Q1: 22,831 shares; 2025Q2: 22,641 shares; 2025Q3: 21,870 shares; 2025Q4: 22,162 shares 22,162 $17.9M 0.8% +292 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: 173,749 shares; 2024Q4: 176,969 shares; 2025Q1: 210,227 shares; 2025Q2: 174,798 shares; 2025Q3: 178,307 shares; 2025Q4: 180,647 shares 180,647 $17.3M 0.77% +2,340 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: 4,383 shares; 2024Q4: 4,975 shares; 2025Q1: 3,335 shares; 2025Q2: 66,764 shares; 2025Q3: 72,568 shares; 2025Q4: 74,220 shares 74,220 $17M 0.75% +1,652 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,222 shares; 2024Q4: 419,399 shares; 2025Q1: 323,691 shares; 2025Q2: 331,984 shares; 2025Q3: 328,288 shares; 2025Q4: 314,615 shares 314,615 $16.9M 0.75% -13,673 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: 75,009 shares; 2024Q4: 75,816 shares; 2025Q1: 93,605 shares; 2025Q2: 90,082 shares; 2025Q3: 92,037 shares; 2025Q4: 91,025 shares 91,025 $15.8M 0.7% -1,012 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: 40,624 shares; 2024Q4: 43,857 shares; 2025Q1: 45,363 shares; 2025Q2: 45,200 shares; 2025Q3: 46,064 shares; 2025Q4: 45,333 shares 45,333 $15.6M 0.69% -731 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: 60,139 shares; 2024Q4: 63,128 shares; 2025Q1: 65,561 shares; 2025Q2: 63,346 shares; 2025Q3: 66,425 shares; 2025Q4: 67,040 shares 67,040 $15.3M 0.68% +615 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: 126,546 shares; 2024Q4: 124,519 shares; 2025Q1: 161,149 shares; 2025Q2: 160,546 shares; 2025Q3: 164,423 shares; 2025Q4: 162,665 shares 162,665 $15.2M 0.68% -1,758 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,572 shares; 2024Q4: 128,841 shares; 2025Q1: 3,866 shares; 2025Q2: 3,881 shares; 2025Q3: 285,445 shares; 2025Q4: 195,917 shares 195,917 $15.1M 0.67% -89,528 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: 52,575 shares; 2024Q4: 56,284 shares; 2025Q1: 104,218 shares; 2025Q2: 104,511 shares; 2025Q3: 102,524 shares; 2025Q4: 101,419 shares 101,419 $12.2M 0.54% -1,105 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: 29,055 shares; 2024Q4: 33,219 shares; 2025Q1: 37,484 shares; 2025Q2: 38,489 shares; 2025Q3: 42,781 shares; 2025Q4: 77,942 shares 77,942 $11.9M 0.53% +35,161 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 16,239 shares; 2025Q1: 13,863 shares; 2025Q2: 13,580 shares; 2025Q3: 16,663 shares; 2025Q4: 15,810 shares 15,810 $10.8M 0.48% -853 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 22,790 shares; 2025Q1: 13,424 shares; 2025Q2: 14,938 shares; 2025Q3: 15,238 shares; 2025Q4: 15,345 shares 15,345 $10.5M 0.46% +107 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,754 shares; 2024Q4: 1,086,254 shares; 2025Q1: 1,086,254 shares; 2025Q2: 1,086,254 shares; 2025Q3: 1,086,254 shares; 2025Q4: 1,086,254 shares 1,086,254 $10.2M 0.45% 0 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: 16,130 shares; 2024Q4: 13,228 shares; 2025Q1: 13,201 shares; 2025Q2: 17,306 shares; 2025Q3: 19,431 shares; 2025Q4: 21,999 shares 21,999 $9.89M 0.44% +2,568 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: 26,015 shares; 2024Q4: 69,700 shares; 2025Q1: 64,559 shares; 2025Q2: 3,244 shares; 2025Q3: 85,965 shares; 2025Q4: 101,457 shares 101,457 $9.27M 0.41% +15,492 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: 607 shares; 2024Q4: 855 shares; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 3,718 shares; 2025Q4: 84,986 shares 84,986 $8.49M 0.38% +81,268 Timeline ILF 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: 250,644 shares; 2025Q3: 267,236 shares; 2025Q4: 269,855 shares 269,855 $8.22M 0.36% +2,619 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,624 shares; 2024Q4: 220,215 shares; 2025Q1: 186,831 shares; 2025Q2: 176,566 shares; 2025Q3: 176,445 shares; 2025Q4: 176,445 shares 176,445 $7.84M 0.35% 0 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: 34,548 shares; 2024Q4: 37,950 shares; 2025Q1: 38,646 shares; 2025Q2: 37,785 shares; 2025Q3: 38,091 shares; 2025Q4: 36,087 shares 36,087 $7.73M 0.34% -2,004 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: 97,113 shares; 2024Q4: 118,458 shares; 2025Q1: 164,370 shares; 2025Q2: 113,860 shares; 2025Q3: 171,023 shares; 2025Q4: 141,077 shares 141,077 $7.73M 0.34% -29,946 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: 21,461 shares; 2024Q4: 21,791 shares; 2025Q1: 20,856 shares; 2025Q2: 21,684 shares; 2025Q3: 22,253 shares; 2025Q4: 24,054 shares 24,054 $7.31M 0.32% +1,801 Timeline IMTM 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: 155,254 shares; 2025Q2: 146,174 shares; 2025Q3: 147,540 shares; 2025Q4: 147,750 shares 147,750 $7.09M 0.31% +210 Timeline IQDG 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: 187,359 shares; 2024Q4: 187,616 shares; 2025Q1: 170,214 shares; 2025Q2: 163,076 shares; 2025Q3: 165,003 shares; 2025Q4: 165,216 shares 165,216 $6.85M 0.3% +213 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,846 shares; 2024Q4: 38,437 shares; 2025Q1: 36,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,480 shares 69,480 $6.75M 0.3% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,008 shares 102,008 $6.67M 0.3% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 15,381 shares; 2025Q1: 16,643 shares; 2025Q2: 27,881 shares; 2025Q3: 24,717 shares; 2025Q4: 25,758 shares 25,758 $6.62M 0.29% +1,041 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: 5,373 shares; 2024Q4: 6,247 shares; 2025Q1: 6,732 shares; 2025Q2: 7,116 shares; 2025Q3: 7,497 shares; 2025Q4: 8,290 shares 8,290 $6.43M 0.29% +793 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: 28,983 shares; 2024Q4: 31,753 shares; 2025Q1: 37,146 shares; 2025Q2: 11,990 shares; 2025Q3: 16,450 shares; 2025Q4: 18,332 shares 18,332 $6.05M 0.27% +1,882 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,630 shares; 2024Q4: 105,089 shares; 2025Q1: 102,751 shares; 2025Q2: 102,244 shares; 2025Q3: 115,264 shares; 2025Q4: 116,645 shares 116,645 $5.43M 0.24% +1,381 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: 33,423 shares; 2024Q4: 27,413 shares; 2025Q1: 37,590 shares; 2025Q2: 36,359 shares; 2025Q3: 38,204 shares; 2025Q4: 33,695 shares 33,695 $5.22M 0.23% -4,509 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: 2,386 shares; 2024Q4: 5,098 shares; 2025Q1: 6,597 shares; 2025Q2: 7,197 shares; 2025Q3: 3,995 shares; 2025Q4: 4,762 shares 4,762 $5.09M 0.23% +767 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: 31,947 shares; 2024Q4: 30,270 shares; 2025Q1: 36,602 shares; 2025Q2: 47,938 shares; 2025Q3: 49,490 shares; 2025Q4: 43,050 shares 43,050 $5.07M 0.22% -6,440 Timeline VPU 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: 55 shares; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,779 shares 23,779 $4.4M 0.2% new Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,721 shares; 2024Q4: 280,547 shares; 2025Q1: 211,787 shares; 2025Q2: 169,189 shares; 2025Q3: 142,372 shares; 2025Q4: 60,722 shares 60,722 $4.38M 0.19% -81,650 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: 1,804 shares; 2024Q4: 1,412 shares; 2025Q1: 1,553 shares; 2025Q2: 1,615 shares; 2025Q3: 1,807 shares; 2025Q4: 2,034 shares 2,034 $4.1M 0.18% +227 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 11,175 shares; 2025Q1: 10,829 shares; 2025Q2: 11,013 shares; 2025Q3: 10,756 shares; 2025Q4: 11,014 shares 11,014 $4.07M 0.18% +258 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: 22,013 shares; 2024Q4: 27,147 shares; 2025Q1: 22,934 shares; 2025Q2: 26,735 shares; 2025Q3: 23,521 shares; 2025Q4: 33,500 shares 33,500 $4M 0.18% +9,979 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: 12,160 shares; 2024Q4: 19,662 shares; 2025Q1: 19,889 shares; 2025Q2: 20,026 shares; 2025Q3: 18,421 shares; 2025Q4: 19,057 shares 19,057 $3.94M 0.18% +636 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: 6,507 shares; 2024Q4: 14,224 shares; 2025Q1: 15,596 shares; 2025Q2: 16,923 shares; 2025Q3: 20,070 shares; 2025Q4: 20,780 shares 20,780 $3.83M 0.17% +710 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,273 shares; 2024Q4: 19,588 shares; 2025Q1: 19,596 shares; 2025Q2: 19,356 shares; 2025Q3: 18,497 shares; 2025Q4: 17,412 shares 17,412 $3.83M 0.17% -1,085 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,516 shares; 2024Q4: 15,249 shares; 2025Q1: 17,258 shares; 2025Q2: 17,183 shares; 2025Q3: 19,138 shares; 2025Q4: 19,157 shares 19,157 $3.8M 0.17% +19 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: 16,377 shares; 2024Q4: 19,228 shares; 2025Q1: 18,714 shares; 2025Q2: 17,920 shares; 2025Q3: 18,895 shares; 2025Q4: 19,208 shares 19,208 $3.74M 0.17% +313 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: 35,106 shares; 2024Q4: 28,906 shares; 2025Q1: 28,120 shares; 2025Q2: 27,747 shares; 2025Q3: 31,025 shares; 2025Q4: 30,359 shares 30,359 $3.74M 0.17% -666 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,067 shares; 2024Q4: 21,037 shares; 2025Q1: 27,489 shares; 2025Q2: 27,053 shares; 2025Q3: 16,329 shares; 2025Q4: 23,480 shares 23,480 $3.64M 0.16% +7,151 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,231 shares; 2024Q4: 22,436 shares; 2025Q1: 24,746 shares; 2025Q2: 24,746 shares; 2025Q3: 30,908 shares; 2025Q4: 33,635 shares 33,635 $3.6M 0.16% +2,727 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: 19,056 shares; 2024Q4: 21,138 shares; 2025Q1: 21,757 shares; 2025Q2: 23,696 shares; 2025Q3: 21,795 shares; 2025Q4: 21,842 shares 21,842 $3.5M 0.16% +47 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: 6,027 shares; 2024Q4: 11,156 shares; 2025Q1: 12,008 shares; 2025Q2: 11,449 shares; 2025Q3: 10,432 shares; 2025Q4: 10,622 shares 10,622 $3.48M 0.15% +190 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: 3,077 shares; 2024Q4: 3,408 shares; 2025Q1: 3,633 shares; 2025Q2: 3,769 shares; 2025Q3: 3,865 shares; 2025Q4: 36,968 shares 36,968 $3.47M 0.15% +33,103 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: 2,868 shares; 2024Q4: 3,454 shares; 2025Q1: 3,725 shares; 2025Q2: 4,635 shares; 2025Q3: 4,250 shares; 2025Q4: 22,289 shares 22,289 $3.41M 0.15% +18,039 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: 35,825 shares; 2024Q4: 43,022 shares; 2025Q1: 40,929 shares; 2025Q2: 45,523 shares; 2025Q3: 40,780 shares; 2025Q4: 43,026 shares 43,026 $3.31M 0.15% +2,246 Timeline XMHQ 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: 21,230 shares; 2024Q4: 25,016 shares; 2025Q1: 22,108 shares; 2025Q2: 23,863 shares; 2025Q3: 28,821 shares; 2025Q4: 31,947 shares 31,947 $3.27M 0.15% +3,126 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: 53,071 shares; 2024Q4: 47,947 shares; 2025Q1: 46,731 shares; 2025Q2: 46,560 shares; 2025Q3: 52,577 shares; 2025Q4: 52,009 shares 52,009 $3.16M 0.14% -568 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 4,648 shares; 2025Q1: 4,537 shares; 2025Q2: 4,852 shares; 2025Q3: 5,060 shares; 2025Q4: 4,815 shares 4,815 $2.96M 0.13% -245 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: 5,463 shares; 2024Q4: 5,585 shares; 2025Q1: 5,434 shares; 2025Q2: 5,360 shares; 2025Q3: 4,862 shares; 2025Q4: 5,131 shares 5,131 $2.93M 0.13% +269 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,584 shares; 2025Q1: 3,650 shares; 2025Q2: 3,704 shares; 2025Q3: 3,421 shares; 2025Q4: 3,385 shares 3,385 $2.92M 0.13% -36 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: 32,404 shares; 2024Q4: 36,292 shares; 2025Q1: 23,191 shares; 2025Q2: 24,204 shares; 2025Q3: 22,380 shares; 2025Q4: 23,116 shares 23,116 $2.9M 0.13% +736 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: 10,178 shares; 2024Q4: 15,423 shares; 2025Q1: 14,186 shares; 2025Q2: 13,116 shares; 2025Q3: 12,312 shares; 2025Q4: 11,986 shares 11,986 $2.89M 0.13% -326 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: 12,330 shares; 2024Q4: 16,892 shares; 2025Q1: 15,304 shares; 2025Q2: 15,718 shares; 2025Q3: 15,853 shares; 2025Q4: 17,727 shares 17,727 $2.85M 0.13% +1,874 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: 250 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,988 shares; 2025Q4: 17,938 shares 17,938 $2.67M 0.12% -50 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,981 shares; 2024Q4: 7,827 shares; 2025Q1: 10,664 shares; 2025Q2: 10,696 shares; 2025Q3: 12,295 shares; 2025Q4: 12,488 shares 12,488 $2.65M 0.12% +193 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: 6,547 shares; 2024Q4: 11,821 shares; 2025Q1: 14,199 shares; 2025Q2: 13,840 shares; 2025Q3: 11,702 shares; 2025Q4: 11,602 shares 11,602 $2.64M 0.12% -100 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: 12,805 shares; 2024Q4: 13,423 shares; 2025Q1: 13,313 shares; 2025Q2: 13,698 shares; 2025Q3: 14,347 shares; 2025Q4: 46,536 shares 46,536 $2.63M 0.12% +32,189 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: 25,796 shares; 2024Q4: 24,396 shares; 2025Q1: 25,440 shares; 2025Q2: 25,930 shares; 2025Q3: 25,915 shares; 2025Q4: 28,398 shares 28,398 $2.61M 0.12% +2,483 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: 18,034 shares; 2024Q4: 19,376 shares; 2025Q1: 20,275 shares; 2025Q2: 19,923 shares; 2025Q3: 17,124 shares; 2025Q4: 18,172 shares 18,172 $2.6M 0.12% +1,048 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: 2,532 shares; 2024Q4: 6,112 shares; 2025Q1: 5,905 shares; 2025Q2: 5,871 shares; 2025Q3: 5,788 shares; 2025Q4: 5,630 shares 5,630 $2.55M 0.11% -158 Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,550 shares; 2024Q4: 75,097 shares; 2025Q1: 73,285 shares; 2025Q2: 71,377 shares; 2025Q3: 68,964 shares; 2025Q4: 65,747 shares 65,747 $2.55M 0.11% -3,217 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,323 shares 28,323 $2.55M 0.11% new 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: 16,799 shares; 2024Q4: 20,666 shares; 2025Q1: 11,679 shares; 2025Q2: 13,112 shares; 2025Q3: 13,922 shares; 2025Q4: 14,312 shares 14,312 $2.54M 0.11% +390 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,153 shares; 2024Q4: 20,899 shares; 2025Q1: 28,496 shares; 2025Q2: 40,717 shares; 2025Q3: 29,439 shares; 2025Q4: 32,715 shares 32,715 $2.54M 0.11% +3,276 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: 2,848 shares; 2024Q4: 8,658 shares; 2025Q1: 8,633 shares; 2025Q2: 7,284 shares; 2025Q3: 8,309 shares; 2025Q4: 8,415 shares 8,415 $2.49M 0.11% +106 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,874 shares; 2024Q4: 958,817 shares; 2025Q1: 25,728 shares; 2025Q2: 137,034 shares; 2025Q3: 23,229 shares; 2025Q4: 20,503 shares 20,503 $2.46M 0.11% -2,726 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: 5,335 shares; 2024Q4: 5,243 shares; 2025Q1: 5,533 shares; 2025Q2: 5,463 shares; 2025Q3: 4,694 shares; 2025Q4: 5,204 shares 5,204 $2.43M 0.11% +510 Timeline IGV 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: 290 shares; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: 14,811 shares; 2025Q3: 20,343 shares; 2025Q4: 22,831 shares 22,831 $2.41M 0.11% +2,488 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 12,458 shares; 2025Q1: 9,283 shares; 2025Q2: 9,128 shares; 2025Q3: 8,952 shares; 2025Q4: 9,888 shares 9,888 $2.4M 0.11% +936 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: 16,525 shares; 2025Q1: 19,157 shares; 2025Q2: 16,870 shares; 2025Q3: 13,804 shares; 2025Q4: 13,975 shares 13,975 $2.39M 0.11% +171 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: 1,946 shares; 2024Q4: 5,156 shares; 2025Q1: 5,219 shares; 2025Q2: 5,052 shares; 2025Q3: 4,934 shares; 2025Q4: 5,010 shares 5,010 $2.35M 0.1% +76 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: 8,265 shares; 2024Q4: 9,919 shares; 2025Q1: 10,261 shares; 2025Q2: 9,743 shares; 2025Q3: 8,183 shares; 2025Q4: 8,684 shares 8,684 $2.3M 0.1% +501 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: 3,812 shares; 2024Q4: 3,632 shares; 2025Q1: 4,104 shares; 2025Q2: 4,264 shares; 2025Q3: 3,436 shares; 2025Q4: 3,472 shares 3,472 $2.3M 0.1% +36 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,418 shares; 2024Q4: 41,187 shares; 2025Q1: 28,864 shares; 2025Q2: 28,473 shares; 2025Q3: 32,013 shares; 2025Q4: 32,060 shares 32,060 $2.29M 0.1% +47 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: 4,472 shares; 2024Q4: 3,672 shares; 2025Q1: 3,749 shares; 2025Q2: 3,749 shares; 2025Q3: 3,749 shares; 2025Q4: 3,750 shares 3,750 $2.26M 0.1% +1 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: 4,369 shares; 2024Q4: 5,312 shares; 2025Q1: 5,147 shares; 2025Q2: 5,053 shares; 2025Q3: 4,435 shares; 2025Q4: 4,375 shares 4,375 $2.23M 0.1% -60 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,744 shares; 2024Q4: 14,639 shares; 2025Q1: 25,425 shares; 2025Q2: 23,112 shares; 2025Q3: 20,647 shares; 2025Q4: 51,998 shares 51,998 $2.22M 0.1% +31,351 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: 23,695 shares; 2024Q4: 23,341 shares; 2025Q1: 23,758 shares; 2025Q2: 22,927 shares; 2025Q3: 18,123 shares; 2025Q4: 16,270 shares 16,270 $2.2M 0.1% -1,853 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,101 shares; 2024Q4: 19,629 shares; 2025Q1: 17,831 shares; 2025Q2: 15,102 shares; 2025Q3: 18,381 shares; 2025Q4: 48,165 shares 48,165 $2.15M 0.1% +29,784 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,630 shares; 2024Q4: 20,630 shares; 2025Q1: 20,630 shares; 2025Q2: 22,280 shares; 2025Q3: 22,280 shares; 2025Q4: 22,280 shares 22,280 $2.14M 0.1% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 19,822 shares; 2025Q1: 24,801 shares; 2025Q2: 24,722 shares; 2025Q3: 26,253 shares; 2025Q4: 26,193 shares 26,193 $2.13M 0.09% -60 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: 5,648 shares; 2024Q4: 11,631 shares; 2025Q1: 11,876 shares; 2025Q2: 12,957 shares; 2025Q3: 13,568 shares; 2025Q4: 15,078 shares 15,078 $2.08M 0.09% +1,510 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,615 shares; 2024Q4: 22,557 shares; 2025Q1: 22,863 shares; 2025Q2: 30,349 shares; 2025Q3: 30,729 shares; 2025Q4: 44,811 shares 44,811 $2.05M 0.09% +14,082 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: 7,701 shares; 2024Q4: 7,809 shares; 2025Q1: 7,812 shares; 2025Q2: 7,312 shares; 2025Q3: 6,324 shares; 2025Q4: 6,736 shares 6,736 $2M 0.09% +412 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 4,200 shares; 2025Q2: 50,559 shares; 2025Q3: 4,181 shares; 2025Q4: 4,165 shares 4,165 $1.97M 0.09% -16 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,914 shares; 2024Q4: 34,445 shares; 2025Q1: 33,987 shares; 2025Q2: 33,006 shares; 2025Q3: 32,751 shares; 2025Q4: 32,544 shares 32,544 $1.97M 0.09% -207 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 22,728 shares; 2025Q1: 23,581 shares; 2025Q2: 21,275 shares; 2025Q3: 18,237 shares; 2025Q4: 24,880 shares 24,880 $1.97M 0.09% +6,643 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: 248 shares; 2024Q4: 2,712 shares; 2025Q1: not reported; 2025Q2: 27,288 shares; 2025Q3: 33,878 shares; 2025Q4: 23,048 shares 23,048 $1.96M 0.09% -10,830 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: 2,552 shares; 2024Q4: 2,632 shares; 2025Q1: 2,742 shares; 2025Q2: 2,879 shares; 2025Q3: 2,365 shares; 2025Q4: 2,382 shares 2,382 $1.95M 0.09% +17 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,833 shares; 2025Q1: 2,142 shares; 2025Q2: 2,179 shares; 2025Q3: 1,958 shares; 2025Q4: 1,934 shares 1,934 $1.95M 0.09% -24 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: 13,632 shares; 2024Q4: 13,113 shares; 2025Q1: 13,228 shares; 2025Q2: 12,453 shares; 2025Q3: 12,882 shares; 2025Q4: 20,311 shares 20,311 $1.95M 0.09% +7,429 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: 3,897 shares; 2024Q4: 4,517 shares; 2025Q1: 4,437 shares; 2025Q2: 3,752 shares; 2025Q3: 3,326 shares; 2025Q4: 3,398 shares 3,398 $1.95M 0.09% +72 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: 13,940 shares; 2025Q1: 11,813 shares; 2025Q2: 15,371 shares; 2025Q3: 14,741 shares; 2025Q4: 14,424 shares 14,424 $1.89M 0.08% -317 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,662 shares; 2024Q4: 15,890 shares; 2025Q1: 18,317 shares; 2025Q2: 17,361 shares; 2025Q3: 16,121 shares; 2025Q4: 16,049 shares 16,049 $1.88M 0.08% -72 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: 19,290 shares; 2024Q4: 26,643 shares; 2025Q1: 27,942 shares; 2025Q2: 32,698 shares; 2025Q3: 32,405 shares; 2025Q4: 34,136 shares 34,136 $1.88M 0.08% +1,731 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: 11,047 shares; 2024Q4: 12,172 shares; 2025Q1: 12,259 shares; 2025Q2: 11,588 shares; 2025Q3: 9,992 shares; 2025Q4: 9,895 shares 9,895 $1.86M 0.08% -97 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: 2,168 shares; 2024Q4: 1,747 shares; 2025Q1: 1,659 shares; 2025Q2: 1,431 shares; 2025Q3: 3,563 shares; 2025Q4: 3,633 shares 3,633 $1.86M 0.08% +70 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,792 shares; 2025Q1: 2,566 shares; 2025Q2: 2,617 shares; 2025Q3: 2,202 shares; 2025Q4: 2,068 shares 2,068 $1.82M 0.08% -134 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: 1,806 shares; 2025Q1: 1,720 shares; 2025Q2: 1,959 shares; 2025Q3: 1,715 shares; 2025Q4: 1,679 shares 1,679 $1.8M 0.08% -36 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: 6,888 shares; 2024Q4: 11,684 shares; 2025Q1: 10,812 shares; 2025Q2: 11,035 shares; 2025Q3: 9,774 shares; 2025Q4: 9,985 shares 9,985 $1.78M 0.08% +211 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: 26,490 shares; 2024Q4: 26,135 shares; 2025Q1: 26,700 shares; 2025Q2: 23,574 shares; 2025Q3: 20,138 shares; 2025Q4: 21,606 shares 21,606 $1.73M 0.08% +1,468 Timeline AOA 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: 19,720 shares; 2024Q4: 19,864 shares; 2025Q1: 21,796 shares; 2025Q2: 22,181 shares; 2025Q3: 20,058 shares; 2025Q4: 19,310 shares 19,310 $1.73M 0.08% -748 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,232 shares; 2024Q4: 30,629 shares; 2025Q1: 29,629 shares; 2025Q2: 27,492 shares; 2025Q3: 32,108 shares; 2025Q4: 33,373 shares 33,373 $1.7M 0.08% +1,265 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: 4,773 shares; 2024Q4: 7,487 shares; 2025Q1: 7,974 shares; 2025Q2: 7,588 shares; 2025Q3: 6,417 shares; 2025Q4: 6,199 shares 6,199 $1.68M 0.07% -218 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: 2,048 shares; 2024Q4: 11,820 shares; 2025Q1: 12,748 shares; 2025Q2: 15,403 shares; 2025Q3: 16,223 shares; 2025Q4: 14,178 shares 14,178 $1.65M 0.07% -2,045 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: 5,483 shares; 2024Q4: 5,868 shares; 2025Q1: 5,864 shares; 2025Q2: 5,905 shares; 2025Q3: 5,204 shares; 2025Q4: 5,230 shares 5,230 $1.6M 0.07% +26 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: 4,241 shares; 2024Q4: 4,400 shares; 2025Q1: 4,468 shares; 2025Q2: 4,262 shares; 2025Q3: 5,217 shares; 2025Q4: 4,894 shares 4,894 $1.59M 0.07% -323 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: 32,477 shares; 2024Q4: 32,990 shares; 2025Q1: 41,960 shares; 2025Q2: 42,469 shares; 2025Q3: 36,926 shares; 2025Q4: 41,074 shares 41,074 $1.58M 0.07% +4,148 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,942 shares; 2024Q4: 86,484 shares; 2025Q1: 86,934 shares; 2025Q2: 85,656 shares; 2025Q3: 86,726 shares; 2025Q4: 89,444 shares 89,444 $1.57M 0.07% +2,718 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: 492 shares; 2024Q4: 4,254 shares; 2025Q1: 4,405 shares; 2025Q2: 4,943 shares; 2025Q3: 4,819 shares; 2025Q4: 5,316 shares 5,316 $1.56M 0.07% +497 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: 6,798 shares; 2024Q4: 7,890 shares; 2025Q1: 7,681 shares; 2025Q2: 7,401 shares; 2025Q3: 5,924 shares; 2025Q4: 5,982 shares 5,982 $1.54M 0.07% +58 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: 9,848 shares; 2024Q4: 8,155 shares; 2025Q1: 7,709 shares; 2025Q2: 7,198 shares; 2025Q3: 7,691 shares; 2025Q4: 7,495 shares 7,495 $1.5M 0.07% -196 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: 5,172 shares; 2024Q4: 4,913 shares; 2025Q1: 12,591 shares; 2025Q2: 12,673 shares; 2025Q3: 13,608 shares; 2025Q4: 14,363 shares 14,363 $1.46M 0.06% +755 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,765 shares; 2025Q4: 10,253 shares 10,253 $1.45M 0.06% -36,512 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: 4,997 shares; 2024Q4: 5,109 shares; 2025Q1: 5,291 shares; 2025Q2: 5,223 shares; 2025Q3: 4,729 shares; 2025Q4: 3,375 shares 3,375 $1.44M 0.06% -1,354 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,256 shares; 2025Q1: 1,776 shares; 2025Q2: 3,450 shares; 2025Q3: 4,520 shares; 2025Q4: 3,599 shares 3,599 $1.43M 0.06% -921 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,339 shares; 2024Q4: 22,153 shares; 2025Q1: 11,006 shares; 2025Q2: 10,742 shares; 2025Q3: 12,189 shares; 2025Q4: 12,310 shares 12,310 $1.4M 0.06% +121 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: 10,386 shares; 2024Q4: 13,952 shares; 2025Q1: 16,848 shares; 2025Q2: 16,483 shares; 2025Q3: 12,472 shares; 2025Q4: 13,616 shares 13,616 $1.35M 0.06% +1,144 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: 2,252 shares; 2024Q4: 2,922 shares; 2025Q1: 3,242 shares; 2025Q2: 3,548 shares; 2025Q3: 4,017 shares; 2025Q4: 4,341 shares 4,341 $1.34M 0.06% +324 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,222 shares; 2024Q4: 22,357 shares; 2025Q1: 17,632 shares; 2025Q2: 16,632 shares; 2025Q3: 18,196 shares; 2025Q4: 18,093 shares 18,093 $1.31M 0.06% -103 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: 2,424 shares; 2024Q4: 2,457 shares; 2025Q1: 3,953 shares; 2025Q2: 3,957 shares; 2025Q3: 3,893 shares; 2025Q4: 3,906 shares 3,906 $1.31M 0.06% +13 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: 10,401 shares; 2024Q4: 11,112 shares; 2025Q1: 9,396 shares; 2025Q2: 9,705 shares; 2025Q3: 8,007 shares; 2025Q4: 7,325 shares 7,325 $1.3M 0.06% -682 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 10,983 shares; 2025Q1: 10,864 shares; 2025Q2: 10,009 shares; 2025Q3: 8,288 shares; 2025Q4: 7,738 shares 7,738 $1.3M 0.06% -550 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,303 shares; 2025Q4: 10,380 shares 10,380 $1.29M 0.06% +1,077 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: 10,874 shares; 2024Q4: 15,761 shares; 2025Q1: 15,326 shares; 2025Q2: 15,125 shares; 2025Q3: 15,230 shares; 2025Q4: 14,762 shares 14,762 $1.29M 0.06% -468 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,241 shares; 2024Q4: 567,284 shares; 2025Q1: 15,128 shares; 2025Q2: 728,660 shares; 2025Q3: 14,286 shares; 2025Q4: 13,164 shares 13,164 $1.27M 0.06% -1,122 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: not reported; 2024Q4: not reported; 2025Q1: 22,980 shares; 2025Q2: 27,176 shares; 2025Q3: 11,529 shares; 2025Q4: 11,134 shares 11,134 $1.26M 0.06% -395 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 19,380 shares; 2025Q1: 17,820 shares; 2025Q2: 18,263 shares; 2025Q3: 25,800 shares; 2025Q4: 18,945 shares 18,945 $1.25M 0.06% -6,855 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,842 shares; 2025Q2: 4,020 shares; 2025Q3: 3,364 shares; 2025Q4: 3,159 shares 3,159 $1.24M 0.05% -205 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares 4,875 $1.22M 0.05% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 17,387 shares; 2025Q1: 17,614 shares; 2025Q2: 17,223 shares; 2025Q3: 17,327 shares; 2025Q4: 16,554 shares 16,554 $1.22M 0.05% -773 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: 4,994 shares; 2024Q4: 17,124 shares; 2025Q1: 16,932 shares; 2025Q2: 18,434 shares; 2025Q3: 15,903 shares; 2025Q4: 17,436 shares 17,436 $1.22M 0.05% +1,533 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: 22,562 shares; 2024Q4: 22,414 shares; 2025Q1: 22,471 shares; 2025Q2: 20,982 shares; 2025Q3: 19,462 shares; 2025Q4: 20,186 shares 20,186 $1.21M 0.05% +724 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,227 shares; 2025Q3: 74,228 shares; 2025Q4: 99,757 shares 99,757 $1.17M 0.05% +25,529 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: 33,969 shares; 2024Q4: 36,619 shares; 2025Q1: 37,259 shares; 2025Q2: 37,303 shares; 2025Q3: 29,945 shares; 2025Q4: 28,641 shares 28,641 $1.17M 0.05% -1,304 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: 48,162 shares; 2024Q4: 49,729 shares; 2025Q1: 58,981 shares; 2025Q2: 55,093 shares; 2025Q3: 74,411 shares; 2025Q4: 22,517 shares 22,517 $1.15M 0.05% -51,894 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: 5,197 shares; 2024Q4: 6,718 shares; 2025Q1: 6,650 shares; 2025Q2: 6,413 shares; 2025Q3: 3,448 shares; 2025Q4: 4,275 shares 4,275 $1.15M 0.05% +827 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,853 shares; 2025Q1: 5,273 shares; 2025Q2: 5,042 shares; 2025Q3: 3,984 shares; 2025Q4: 3,945 shares 3,945 $1.14M 0.05% -39 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,791 shares; 2025Q1: 10,543 shares; 2025Q2: 10,488 shares; 2025Q3: 11,851 shares; 2025Q4: 11,914 shares 11,914 $1.13M 0.05% +63 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 10,061 shares; 2025Q1: not reported; 2025Q2: 37,838 shares; 2025Q3: 39,454 shares; 2025Q4: 48,633 shares 48,633 $1.13M 0.05% +9,179 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 403 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 523 shares 523 $1.12M 0.05% +20 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: 4,447 shares; 2024Q4: 4,820 shares; 2025Q1: 4,788 shares; 2025Q2: 4,437 shares; 2025Q3: 3,189 shares; 2025Q4: 3,258 shares 3,258 $1.1M 0.05% +69 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares 2,945 $1.1M 0.05% 0 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: 24,164 shares; 2024Q4: 24,079 shares; 2025Q1: 24,244 shares; 2025Q2: 24,476 shares; 2025Q3: 23,961 shares; 2025Q4: 27,187 shares 27,187 $1.1M 0.05% +3,226 Timeline SPSM 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: 58,050 shares; 2024Q4: 49,660 shares; 2025Q1: 34,514 shares; 2025Q2: 26,878 shares; 2025Q3: 24,378 shares; 2025Q4: 23,446 shares 23,446 $1.1M 0.05% -932 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,507 shares; 2025Q1: 12,365 shares; 2025Q2: 12,001 shares; 2025Q3: 9,365 shares; 2025Q4: 10,876 shares 10,876 $1.09M 0.05% +1,511 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: 135 shares; 2024Q4: 194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 6,381 shares 6,381 $1.09M 0.05% +4,643 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 4,953 shares; 2025Q1: 13,825 shares; 2025Q2: 16,401 shares; 2025Q3: 12,792 shares; 2025Q4: 12,656 shares 12,656 $1.07M 0.05% -136 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: 39 shares; 2024Q4: 38 shares; 2025Q1: 2,704 shares; 2025Q2: 2,719 shares; 2025Q3: 3,109 shares; 2025Q4: 3,107 shares 3,107 $1.07M 0.05% -2 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: 4,864 shares; 2024Q4: 5,941 shares; 2025Q1: 8,137 shares; 2025Q2: 9,239 shares; 2025Q3: 12,110 shares; 2025Q4: 13,854 shares 13,854 $1.06M 0.05% +1,744 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: 2,318 shares; 2024Q4: 2,364 shares; 2025Q1: 10,900 shares; 2025Q2: 11,786 shares; 2025Q3: 8,889 shares; 2025Q4: 10,833 shares 10,833 $1.06M 0.05% +1,944 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: 13,128 shares; 2024Q4: 13,175 shares; 2025Q1: 8,745 shares; 2025Q2: 8,582 shares; 2025Q3: 6,793 shares; 2025Q4: 6,504 shares 6,504 $1.05M 0.05% -289 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,189 shares; 2025Q1: 1,470 shares; 2025Q2: 5,406 shares; 2025Q3: 4,884 shares; 2025Q4: 4,325 shares 4,325 $1.05M 0.05% -559 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: 220 shares; 2024Q4: 498 shares; 2025Q1: 2,949 shares; 2025Q2: 5,399 shares; 2025Q3: 6,867 shares; 2025Q4: 7,889 shares 7,889 $1.05M 0.05% +1,022 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,088 shares; 2025Q1: 2,219 shares; 2025Q2: 2,351 shares; 2025Q3: 2,976 shares; 2025Q4: 3,166 shares 3,166 $1.02M 0.05% +190 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 1,623 shares; 2025Q1: not reported; 2025Q2: 14,290 shares; 2025Q3: 31,469 shares; 2025Q4: 39,477 shares 39,477 $1.01M 0.04% +8,008 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: 37,230 shares; 2024Q4: 32,708 shares; 2025Q1: 40,069 shares; 2025Q2: 37,623 shares; 2025Q3: 28,228 shares; 2025Q4: 33,773 shares 33,773 $1.01M 0.04% +5,545 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: 2,531 shares; 2024Q4: 2,422 shares; 2025Q1: 2,512 shares; 2025Q2: 2,396 shares; 2025Q3: 1,957 shares; 2025Q4: 1,931 shares 1,931 $1.01M 0.04% -26 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: 7,517 shares; 2024Q4: 10,642 shares; 2025Q1: 10,021 shares; 2025Q2: 10,509 shares; 2025Q3: 8,598 shares; 2025Q4: 9,558 shares 9,558 $1.01M 0.04% +960 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: 4,185 shares; 2024Q4: 3,738 shares; 2025Q1: 3,619 shares; 2025Q2: 3,451 shares; 2025Q3: 2,765 shares; 2025Q4: 2,839 shares 2,839 $1M 0.04% +74 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 3,753 shares; 2025Q1: 3,575 shares; 2025Q2: 3,543 shares; 2025Q3: 3,897 shares; 2025Q4: 3,942 shares 3,942 $987K 0.04% +45 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: 1,937 shares; 2024Q4: 2,427 shares; 2025Q1: 2,489 shares; 2025Q2: 2,380 shares; 2025Q3: 2,577 shares; 2025Q4: 3,154 shares 3,154 $984K 0.04% +577 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: 6,988 shares; 2024Q4: 7,127 shares; 2025Q1: 8,816 shares; 2025Q2: 8,471 shares; 2025Q3: 8,671 shares; 2025Q4: 9,222 shares 9,222 $984K 0.04% +551 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: 101 shares; 2024Q4: 571 shares; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,428 shares; 2025Q4: 1,434 shares 1,434 $970K 0.04% +6 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: 166 shares; 2024Q4: 7,946 shares; 2025Q1: 9,272 shares; 2025Q2: 9,909 shares; 2025Q3: 9,493 shares; 2025Q4: 8,034 shares 8,034 $962K 0.04% -1,459 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: 278 shares; 2024Q4: 1,193 shares; 2025Q1: 1,209 shares; 2025Q2: 920 shares; 2025Q3: 969 shares; 2025Q4: 1,089 shares 1,089 $957K 0.04% +120 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 7,512 shares; 2025Q1: 7,553 shares; 2025Q2: 7,606 shares; 2025Q3: 7,986 shares; 2025Q4: 8,393 shares 8,393 $955K 0.04% +407 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,841 shares; 2024Q4: 71,259 shares; 2025Q1: 92,582 shares; 2025Q2: 92,765 shares; 2025Q3: 94,170 shares; 2025Q4: 105,243 shares 105,243 $953K 0.04% +11,073 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: 584 shares; 2024Q4: 1,159 shares; 2025Q1: 1,305 shares; 2025Q2: 1,376 shares; 2025Q3: 1,402 shares; 2025Q4: 1,459 shares 1,459 $953K 0.04% +57 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,966 shares; 2024Q4: 73,015 shares; 2025Q1: 7,646 shares; 2025Q2: 6,697 shares; 2025Q3: 7,086 shares; 2025Q4: 6,599 shares 6,599 $950K 0.04% -487 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,821 shares; 2024Q4: 37,821 shares; 2025Q1: 37,821 shares; 2025Q2: 15,583 shares; 2025Q3: 15,583 shares; 2025Q4: 15,583 shares 15,583 $941K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,642 shares; 2025Q1: 1,716 shares; 2025Q2: 1,795 shares; 2025Q3: 1,253 shares; 2025Q4: 1,654 shares 1,654 $937K 0.04% +401 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 20,692 shares; 2025Q1: 19,646 shares; 2025Q2: 18,438 shares; 2025Q3: 21,026 shares; 2025Q4: 19,912 shares 19,912 $926K 0.04% -1,114 Timeline USHY 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: 1,724,784 shares; 2024Q4: 1,398,596 shares; 2025Q1: 30,084 shares; 2025Q2: 1,349,330 shares; 2025Q3: 26,932 shares; 2025Q4: 24,740 shares 24,740 $925K 0.04% -2,192 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,307 shares; 2025Q1: 3,313 shares; 2025Q2: 3,263 shares; 2025Q3: 3,377 shares; 2025Q4: 3,639 shares 3,639 $913K 0.04% +262 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 112 shares; 2025Q1: 7,914 shares; 2025Q2: 7,817 shares; 2025Q3: 8,042 shares; 2025Q4: 12,584 shares 12,584 $908K 0.04% +4,542 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: 3 shares; 2024Q4: not reported; 2025Q1: 2,375 shares; 2025Q2: 1,935 shares; 2025Q3: 1,293 shares; 2025Q4: 974 shares 974 $908K 0.04% -319 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: 5,014 shares; 2024Q4: 5,240 shares; 2025Q1: 5,451 shares; 2025Q2: 4,901 shares; 2025Q3: 3,702 shares; 2025Q4: 3,650 shares 3,650 $899K 0.04% -52 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: 370 shares; 2024Q4: 5,685 shares; 2025Q1: 5,328 shares; 2025Q2: 5,148 shares; 2025Q3: 5,373 shares; 2025Q4: 5,505 shares 5,505 $881K 0.04% +132 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,395 shares; 2025Q1: 4,731 shares; 2025Q2: 4,700 shares; 2025Q3: 4,625 shares; 2025Q4: 4,614 shares 4,614 $881K 0.04% -11 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 7,803 shares; 2025Q1: 7,717 shares; 2025Q2: 7,699 shares; 2025Q3: 8,477 shares; 2025Q4: 8,698 shares 8,698 $873K 0.04% +221 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: 15,544 shares; 2024Q4: 15,342 shares; 2025Q1: 16,057 shares; 2025Q2: 30,567 shares; 2025Q3: 21,541 shares; 2025Q4: 21,746 shares 21,746 $873K 0.04% +205 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: 171 shares; 2024Q4: 2,150 shares; 2025Q1: 3,052 shares; 2025Q2: 2,521 shares; 2025Q3: 3,394 shares; 2025Q4: 3,147 shares 3,147 $867K 0.04% -247 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: 1,799 shares; 2024Q4: 7,620 shares; 2025Q1: 8,212 shares; 2025Q2: 8,866 shares; 2025Q3: 9,035 shares; 2025Q4: 9,042 shares 9,042 $862K 0.04% +7 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: 2,773 shares; 2024Q4: 7,388 shares; 2025Q1: 8,424 shares; 2025Q2: 8,633 shares; 2025Q3: 9,764 shares; 2025Q4: 9,208 shares 9,208 $858K 0.04% -556 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,292 shares; 2025Q1: 10,096 shares; 2025Q2: 13,414 shares; 2025Q3: 16,514 shares; 2025Q4: 20,883 shares 20,883 $854K 0.04% +4,369 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: 9,149 shares; 2024Q4: 7,801 shares; 2025Q1: 6,588 shares; 2025Q2: 4,033 shares; 2025Q3: 5,162 shares; 2025Q4: 5,906 shares 5,906 $848K 0.04% +744 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,780 shares; 2025Q1: 3,750 shares; 2025Q2: 3,416 shares; 2025Q3: 2,721 shares; 2025Q4: 2,912 shares 2,912 $845K 0.04% +191 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: 4,031 shares; 2024Q4: 5,409 shares; 2025Q1: 5,620 shares; 2025Q2: 5,934 shares; 2025Q3: 6,019 shares; 2025Q4: 6,356 shares 6,356 $844K 0.04% +337 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: 10,741 shares; 2024Q4: 10,665 shares; 2025Q1: 10,931 shares; 2025Q2: 9,826 shares; 2025Q3: 7,602 shares; 2025Q4: 7,622 shares 7,622 $840K 0.04% +20 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: 911 shares; 2024Q4: 2,496 shares; 2025Q1: 2,620 shares; 2025Q2: 2,262 shares; 2025Q3: 2,287 shares; 2025Q4: 2,203 shares 2,203 $837K 0.04% -84 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: 7,689 shares; 2024Q4: 7,483 shares; 2025Q1: 7,501 shares; 2025Q2: 7,243 shares; 2025Q3: 4,606 shares; 2025Q4: 4,495 shares 4,495 $834K 0.04% -111 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 33,985 shares; 2025Q1: 35,892 shares; 2025Q2: 30,173 shares; 2025Q3: 22,875 shares; 2025Q4: 16,528 shares 16,528 $827K 0.04% -6,347 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,681 shares; 2024Q4: 78,082 shares; 2025Q1: 92,387 shares; 2025Q2: 91,996 shares; 2025Q3: 92,075 shares; 2025Q4: 55,452 shares 55,452 $821K 0.04% -36,623 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: 242 shares; 2024Q4: 243 shares; 2025Q1: 246 shares; 2025Q2: 223 shares; 2025Q3: 232 shares; 2025Q4: 240 shares 240 $814K 0.04% +8 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 15,531 shares; 2025Q1: 16,702 shares; 2025Q2: 15,915 shares; 2025Q3: 23,421 shares; 2025Q4: 12,853 shares 12,853 $803K 0.04% -10,568 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 7,675 shares; 2025Q1: 7,696 shares; 2025Q2: 7,412 shares; 2025Q3: 7,646 shares; 2025Q4: 7,549 shares 7,549 $796K 0.04% -97 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 7,129 shares; 2025Q1: 6,212 shares; 2025Q2: 5,878 shares; 2025Q3: 5,830 shares; 2025Q4: 4,573 shares 4,573 $790K 0.04% -1,257 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: 5,084 shares; 2024Q4: 5,068 shares; 2025Q1: 10,192 shares; 2025Q2: 8,745 shares; 2025Q3: 6,890 shares; 2025Q4: 5,580 shares 5,580 $788K 0.03% -1,310 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: 4,990 shares; 2024Q4: 5,406 shares; 2025Q1: 5,486 shares; 2025Q2: 9,592 shares; 2025Q3: 10,309 shares; 2025Q4: 11,690 shares 11,690 $786K 0.03% +1,381 Timeline LCTU 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: 12,237 shares; 2024Q4: 12,128 shares; 2025Q1: 10,969 shares; 2025Q2: 10,756 shares; 2025Q3: 10,482 shares; 2025Q4: 10,566 shares 10,566 $783K 0.03% +84 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,309 shares; 2025Q1: 1,491 shares; 2025Q2: 1,088 shares; 2025Q3: 1,295 shares; 2025Q4: 1,350 shares 1,350 $782K 0.03% +55 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 13,327 shares; 2025Q1: 13,267 shares; 2025Q2: 13,271 shares; 2025Q3: 14,786 shares; 2025Q4: 14,706 shares 14,706 $776K 0.03% -80 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,606 shares; 2024Q4: 16,788 shares; 2025Q1: 16,333 shares; 2025Q2: 15,974 shares; 2025Q3: 15,877 shares; 2025Q4: 15,348 shares 15,348 $774K 0.03% -529 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: 5,461 shares; 2024Q4: 6,050 shares; 2025Q1: 3,582 shares; 2025Q2: 3,729 shares; 2025Q3: 3,504 shares; 2025Q4: 3,328 shares 3,328 $770K 0.03% -176 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 8,133 shares; 2025Q1: 8,226 shares; 2025Q2: 8,051 shares; 2025Q3: 5,028 shares; 2025Q4: 5,336 shares 5,336 $746K 0.03% +308 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 310 shares; 2025Q1: 3,525 shares; 2025Q2: 3,126 shares; 2025Q3: 2,403 shares; 2025Q4: 1,853 shares 1,853 $745K 0.03% -550 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,362 shares; 2025Q2: 8,362 shares; 2025Q3: 8,362 shares; 2025Q4: 8,788 shares 8,788 $744K 0.03% +426 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,348 shares 2,348 $739K 0.03% -242 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,420 shares; 2024Q4: 18,715 shares; 2025Q1: 19,055 shares; 2025Q2: 18,787 shares; 2025Q3: 20,286 shares; 2025Q4: 16,175 shares 16,175 $738K 0.03% -4,111 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 7,838 shares; 2025Q1: 9,028 shares; 2025Q2: 8,382 shares; 2025Q3: 6,878 shares; 2025Q4: 5,403 shares 5,403 $736K 0.03% -1,475 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,377 shares; 2025Q1: 1,747 shares; 2025Q2: 1,826 shares; 2025Q3: 1,943 shares; 2025Q4: 2,050 shares 2,050 $724K 0.03% +107 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 5,688 shares; 2025Q1: 11,249 shares; 2025Q2: 17,398 shares; 2025Q3: 23,318 shares; 2025Q4: 45,275 shares 45,275 $718K 0.03% +21,957 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: 9,276 shares; 2024Q4: 14,242 shares; 2025Q1: 12,065 shares; 2025Q2: 8,591 shares; 2025Q3: 8,055 shares; 2025Q4: 11,180 shares 11,180 $716K 0.03% +3,125 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,773 shares; 2025Q1: 11,773 shares; 2025Q2: 11,773 shares; 2025Q3: 11,773 shares; 2025Q4: 11,773 shares 11,773 $711K 0.03% 0 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: 7,448 shares; 2024Q4: 9,059 shares; 2025Q1: 9,740 shares; 2025Q2: 9,282 shares; 2025Q3: 9,742 shares; 2025Q4: 9,600 shares 9,600 $709K 0.03% -142 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,789 shares; 2025Q1: 1,861 shares; 2025Q2: 1,877 shares; 2025Q3: 1,904 shares; 2025Q4: 2,010 shares 2,010 $706K 0.03% +106 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 10,244 shares; 2025Q1: 10,941 shares; 2025Q2: 12,183 shares; 2025Q3: 13,873 shares; 2025Q4: 23,550 shares 23,550 $702K 0.03% +9,677 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 9,373 shares; 2025Q1: 9,764 shares; 2025Q2: 7,679 shares; 2025Q3: 6,124 shares; 2025Q4: 6,738 shares 6,738 $701K 0.03% +614 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: 3,092 shares; 2024Q4: 2,871 shares; 2025Q1: 3,205 shares; 2025Q2: 3,420 shares; 2025Q3: 2,724 shares; 2025Q4: 2,546 shares 2,546 $700K 0.03% -178 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 8,031 shares; 2025Q4: 8,031 shares 8,031 $693K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,173 shares; 2025Q1: 4,639 shares; 2025Q2: 4,397 shares; 2025Q3: 4,918 shares; 2025Q4: 5,082 shares 5,082 $692K 0.03% +164 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,697 shares; 2024Q4: 25,703 shares; 2025Q1: 19,805 shares; 2025Q2: 18,497 shares; 2025Q3: 18,309 shares; 2025Q4: 18,000 shares 18,000 $690K 0.03% -309 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,950 shares; 2025Q1: 3,993 shares; 2025Q2: 4,559 shares; 2025Q3: 4,308 shares; 2025Q4: 4,314 shares 4,314 $689K 0.03% +6 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: 181 shares; 2024Q4: 7,846 shares; 2025Q1: 8,051 shares; 2025Q2: 7,939 shares; 2025Q3: 6,419 shares; 2025Q4: 6,122 shares 6,122 $687K 0.03% -297 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,261 shares; 2024Q4: 9,113 shares; 2025Q1: 9,152 shares; 2025Q2: 9,815 shares; 2025Q3: 10,076 shares; 2025Q4: 9,294 shares 9,294 $684K 0.03% -782 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 14,392 shares; 2025Q1: 14,806 shares; 2025Q2: 13,102 shares; 2025Q3: 13,168 shares; 2025Q4: 9,737 shares 9,737 $683K 0.03% -3,431 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,516 shares; 2025Q4: 8,424 shares 8,424 $683K 0.03% +908 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 5,403 shares; 2025Q1: 5,549 shares; 2025Q2: 4,683 shares; 2025Q3: 4,897 shares; 2025Q4: 5,421 shares 5,421 $679K 0.03% +524 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: not reported; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,460 shares 4,460 $678K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,139 shares; 2024Q4: 8,246 shares; 2025Q1: 8,425 shares; 2025Q2: 7,674 shares; 2025Q3: 7,341 shares; 2025Q4: 7,602 shares 7,602 $671K 0.03% +261 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,122 shares; 2025Q1: 5,033 shares; 2025Q2: 5,147 shares; 2025Q3: 5,110 shares; 2025Q4: 5,208 shares 5,208 $664K 0.03% +98 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: 4,377 shares; 2024Q4: 4,497 shares; 2025Q1: 4,079 shares; 2025Q2: 13,919 shares; 2025Q3: 13,546 shares; 2025Q4: 10,315 shares 10,315 $663K 0.03% -3,231 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,683 shares; 2025Q1: 3,190 shares; 2025Q2: 2,537 shares; 2025Q3: 3,118 shares; 2025Q4: 3,212 shares 3,212 $662K 0.03% +94 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,858 shares; 2025Q1: 6,917 shares; 2025Q2: 5,393 shares; 2025Q3: 4,188 shares; 2025Q4: 3,466 shares 3,466 $662K 0.03% -722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,030 shares 10,030 $662K 0.03% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 5,366 shares; 2025Q1: 6,138 shares; 2025Q2: 7,511 shares; 2025Q3: 8,781 shares; 2025Q4: 9,364 shares 9,364 $660K 0.03% +583 Timeline EAGG 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: 9,537 shares; 2024Q4: 10,429 shares; 2025Q1: 13,574 shares; 2025Q2: 13,284 shares; 2025Q3: 13,217 shares; 2025Q4: 13,726 shares 13,726 $657K 0.03% +509 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: 2,249 shares; 2024Q4: 2,056 shares; 2025Q1: 2,277 shares; 2025Q2: 1,867 shares; 2025Q3: 1,335 shares; 2025Q4: 1,458 shares 1,458 $649K 0.03% +123 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,804 shares; 2024Q4: 15,280 shares; 2025Q1: 15,145 shares; 2025Q2: 12,199 shares; 2025Q3: 12,015 shares; 2025Q4: 10,799 shares 10,799 $648K 0.03% -1,216 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 6,949 shares; 2025Q1: 6,643 shares; 2025Q2: 6,696 shares; 2025Q3: 6,007 shares; 2025Q4: 6,547 shares 6,547 $647K 0.03% +540 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: 656 shares; 2024Q4: 1,723 shares; 2025Q1: 1,718 shares; 2025Q2: 1,442 shares; 2025Q3: 1,442 shares; 2025Q4: 1,373 shares 1,373 $645K 0.03% -69 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 16,799 shares; 2025Q1: 17,509 shares; 2025Q2: 11,641 shares; 2025Q3: 11,968 shares; 2025Q4: 13,058 shares 13,058 $643K 0.03% +1,090 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 4,060 shares; 2025Q1: 4,089 shares; 2025Q2: 4,168 shares; 2025Q3: 4,440 shares; 2025Q4: 4,477 shares 4,477 $642K 0.03% +37 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 2,002 shares; 2025Q1: 1,963 shares; 2025Q2: 2,396 shares; 2025Q3: 2,285 shares; 2025Q4: 2,014 shares 2,014 $641K 0.03% -271 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,500 shares; 2025Q4: 1,441 shares 1,441 $640K 0.03% -59 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 3,983 shares; 2025Q1: 4,058 shares; 2025Q2: 4,949 shares; 2025Q3: 5,037 shares; 2025Q4: 4,953 shares 4,953 $639K 0.03% -84 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: 79 shares; 2024Q4: 68 shares; 2025Q1: 93 shares; 2025Q2: 89 shares; 2025Q3: 108 shares; 2025Q4: 119 shares 119 $637K 0.03% +11 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: 3,228 shares; 2024Q4: 3,733 shares; 2025Q1: 3,606 shares; 2025Q2: 4,625 shares; 2025Q3: 4,655 shares; 2025Q4: 2,912 shares 2,912 $632K 0.03% -1,743 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: 62 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,751 shares 1,751 $631K 0.03% new Timeline USXF 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: 9,422 shares; 2024Q4: 9,208 shares; 2025Q1: 11,115 shares; 2025Q2: 11,232 shares; 2025Q3: 10,819 shares; 2025Q4: 10,884 shares 10,884 $627K 0.03% +65 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 4,793 shares; 2025Q1: 5,111 shares; 2025Q2: 5,049 shares; 2025Q3: 5,479 shares; 2025Q4: 6,309 shares 6,309 $627K 0.03% +830 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 2,669 shares; 2025Q1: 2,674 shares; 2025Q2: 2,503 shares; 2025Q3: 2,451 shares; 2025Q4: 2,479 shares 2,479 $622K 0.03% +28 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: 370 shares; 2024Q4: 3,280 shares; 2025Q1: 3,294 shares; 2025Q2: 4,124 shares; 2025Q3: 3,907 shares; 2025Q4: 3,828 shares 3,828 $620K 0.03% -79 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 3,510 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,500 shares 1,500 $619K 0.03% -500 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 1,630 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,681 shares; 2025Q4: 2,181 shares 2,181 $618K 0.03% +500 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,804 shares 16,804 $614K 0.03% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,856 shares; 2024Q4: 18,511 shares; 2025Q1: 18,191 shares; 2025Q2: 16,205 shares; 2025Q3: 14,794 shares; 2025Q4: 14,701 shares 14,701 $614K 0.03% -93 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: 80,587 shares; 2024Q4: 76,906 shares; 2025Q1: 69,917 shares; 2025Q2: 74,256 shares; 2025Q3: 92,506 shares; 2025Q4: 9,096 shares 9,096 $611K 0.03% -83,410 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: 4,587 shares; 2024Q4: 4,725 shares; 2025Q1: 4,929 shares; 2025Q2: 4,854 shares; 2025Q3: 5,020 shares; 2025Q4: 4,621 shares 4,621 $596K 0.03% -399 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,109 shares; 2025Q1: not reported; 2025Q2: 12,206 shares; 2025Q3: 15,306 shares; 2025Q4: 30,790 shares 30,790 $595K 0.03% +15,484 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,486 shares; 2025Q4: 1,324 shares 1,324 $589K 0.03% -162 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: 99 shares; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 440 shares 440 $585K 0.03% +69 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 539 shares; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,464 shares; 2025Q4: 1,644 shares 1,644 $581K 0.03% +180 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: 4,845 shares; 2024Q4: 4,178 shares; 2025Q1: 4,504 shares; 2025Q2: 4,811 shares; 2025Q3: 4,957 shares; 2025Q4: 4,954 shares 4,954 $581K 0.03% -3 Timeline VCIT 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: 877 shares; 2024Q4: 212,454 shares; 2025Q1: 5,715 shares; 2025Q2: 668,447 shares; 2025Q3: 7,612 shares; 2025Q4: 6,888 shares 6,888 $577K 0.03% -724 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: 82 shares; 2024Q4: 1,326 shares; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 6,122 shares; 2025Q4: 6,123 shares 6,123 $577K 0.03% +1 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,235 shares; 2025Q1: 4,805 shares; 2025Q2: 4,585 shares; 2025Q3: 4,462 shares; 2025Q4: 4,475 shares 4,475 $577K 0.03% +13 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443 shares; 2025Q1: not reported; 2025Q2: 19,733 shares; 2025Q3: 32,233 shares; 2025Q4: 68,536 shares 68,536 $575K 0.03% +36,303 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,021 shares 1,021 $573K 0.03% -53 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: 2,052 shares; 2024Q4: 1,472 shares; 2025Q1: 1,350 shares; 2025Q2: 988 shares; 2025Q3: 1,576 shares; 2025Q4: 1,699 shares 1,699 $572K 0.03% +123 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 167 shares; 2025Q1: not reported; 2025Q2: 9,656 shares; 2025Q3: 11,795 shares; 2025Q4: 19,347 shares 19,347 $565K 0.03% +7,552 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 2,547 shares; 2025Q1: 2,678 shares; 2025Q2: 2,482 shares; 2025Q3: 2,667 shares; 2025Q4: 2,521 shares 2,521 $563K 0.02% -146 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,807 shares; 2025Q4: 8,807 shares 8,807 $563K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 7,904 shares; 2025Q1: 8,088 shares; 2025Q2: 9,947 shares; 2025Q3: 10,984 shares; 2025Q4: 12,075 shares 12,075 $559K 0.02% +1,091 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: 15,038 shares; 2024Q4: 23,387 shares; 2025Q1: 18,777 shares; 2025Q2: 22,564 shares; 2025Q3: 24,423 shares; 2025Q4: 22,473 shares 22,473 $558K 0.02% -1,950 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: 5,580 shares; 2024Q4: 6,475 shares; 2025Q1: 4,921 shares; 2025Q2: 2,820 shares; 2025Q3: 2,986 shares; 2025Q4: 3,091 shares 3,091 $557K 0.02% +105 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: 17,761 shares; 2024Q4: 29,974 shares; 2025Q1: 25,840 shares; 2025Q2: 20,011 shares; 2025Q3: 15,537 shares; 2025Q4: 10,950 shares 10,950 $556K 0.02% -4,587 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 5,065 shares; 2025Q1: 5,008 shares; 2025Q2: 4,540 shares; 2025Q3: 6,338 shares; 2025Q4: 6,631 shares 6,631 $553K 0.02% +293 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,972 shares; 2025Q4: 9,356 shares 9,356 $550K 0.02% +1,384 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: 353 shares; 2024Q4: 2,157 shares; 2025Q1: 2,192 shares; 2025Q2: 2,286 shares; 2025Q3: 2,181 shares; 2025Q4: 1,965 shares 1,965 $548K 0.02% -216 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,284 shares 3,284 $546K 0.02% +84 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,861 shares; 2025Q4: 12,497 shares 12,497 $544K 0.02% -364 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: 38,817 shares; 2024Q4: 37,376 shares; 2025Q1: 36,423 shares; 2025Q2: 34,186 shares; 2025Q3: 32,537 shares; 2025Q4: 33,835 shares 33,835 $544K 0.02% +1,298 Timeline SUSC 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: 23,275 shares; 2024Q4: 25,279 shares; 2025Q1: 24,799 shares; 2025Q2: 23,943 shares; 2025Q3: 23,861 shares; 2025Q4: 23,200 shares 23,200 $543K 0.02% -661 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: 3,275 shares; 2024Q4: 2,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,621 shares; 2025Q4: 2,791 shares 2,791 $540K 0.02% +170 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,048 shares; 2025Q1: 1,968 shares; 2025Q2: 1,527 shares; 2025Q3: 1,529 shares; 2025Q4: 1,460 shares 1,460 $540K 0.02% -69 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 7,146 shares; 2025Q1: 7,341 shares; 2025Q2: 6,820 shares; 2025Q3: 7,045 shares; 2025Q4: 5,455 shares 5,455 $537K 0.02% -1,590 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: 554 shares; 2024Q4: 823 shares; 2025Q1: not reported; 2025Q2: 2,772 shares; 2025Q3: 3,450 shares; 2025Q4: 5,112 shares 5,112 $526K 0.02% +1,662 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 3,144 shares; 2025Q1: 3,155 shares; 2025Q2: 3,035 shares; 2025Q3: 2,920 shares; 2025Q4: 2,991 shares 2,991 $525K 0.02% +71 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 6,374 shares; 2025Q1: 6,982 shares; 2025Q2: 2,974 shares; 2025Q3: 4,892 shares; 2025Q4: 5,452 shares 5,452 $524K 0.02% +560 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: 12,572 shares; 2024Q4: 20,292 shares; 2025Q1: not reported; 2025Q2: 14,556 shares; 2025Q3: 11,511 shares; 2025Q4: 12,895 shares 12,895 $520K 0.02% +1,384 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: 6,750 shares; 2024Q4: 6,320 shares; 2025Q1: 7,017 shares; 2025Q2: 7,699 shares; 2025Q3: 8,232 shares; 2025Q4: 8,963 shares 8,963 $517K 0.02% +731 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: 207 shares; 2024Q4: 2,794 shares; 2025Q1: 2,946 shares; 2025Q2: 3,166 shares; 2025Q3: 3,203 shares; 2025Q4: 3,184 shares 3,184 $512K 0.02% -19 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: 2,851 shares; 2024Q4: 4,088 shares; 2025Q1: 4,242 shares; 2025Q2: 3,520 shares; 2025Q3: 3,658 shares; 2025Q4: 3,319 shares 3,319 $512K 0.02% -339 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 1,304 shares; 2025Q1: 1,421 shares; 2025Q2: 1,041 shares; 2025Q3: 1,150 shares; 2025Q4: 1,469 shares 1,469 $506K 0.02% +319 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 3,189 shares; 2025Q1: 5,096 shares; 2025Q2: 5,716 shares; 2025Q3: 6,684 shares; 2025Q4: 6,916 shares 6,916 $505K 0.02% +232 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: 1,928 shares; 2024Q4: 7,911 shares; 2025Q1: 7,854 shares; 2025Q2: 8,523 shares; 2025Q3: 9,335 shares; 2025Q4: 9,434 shares 9,434 $503K 0.02% +99 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,083 shares; 2024Q4: 258 shares; 2025Q1: 10,414 shares; 2025Q2: 10,407 shares; 2025Q3: 12,000 shares; 2025Q4: 12,131 shares 12,131 $502K 0.02% +131 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,725 shares; 2024Q4: 11,035 shares; 2025Q1: 13,177 shares; 2025Q2: 11,525 shares; 2025Q3: 6,381 shares; 2025Q4: 6,178 shares 6,178 $497K 0.02% -203 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 3,655 shares; 2025Q1: 3,542 shares; 2025Q2: 3,498 shares; 2025Q3: 3,610 shares; 2025Q4: 2,266 shares 2,266 $497K 0.02% -1,344 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 2,704 shares; 2025Q4: 2,377 shares 2,377 $497K 0.02% -327 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: 2,711 shares; 2024Q4: 1,148 shares; 2025Q1: not reported; 2025Q2: 4,138 shares; 2025Q3: 2,675 shares; 2025Q4: 2,526 shares 2,526 $493K 0.02% -149 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 3,245 shares; 2025Q1: 3,318 shares; 2025Q2: 3,101 shares; 2025Q3: 3,074 shares; 2025Q4: 3,067 shares 3,067 $493K 0.02% -7 Timeline AOR 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: 6,941 shares; 2024Q4: 6,474 shares; 2025Q1: 6,935 shares; 2025Q2: 8,099 shares; 2025Q3: 8,642 shares; 2025Q4: 7,562 shares 7,562 $492K 0.02% -1,080 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,806 shares; 2025Q1: 2,815 shares; 2025Q2: 2,821 shares; 2025Q3: 2,009 shares; 2025Q4: 1,906 shares 1,906 $491K 0.02% -103 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: 373 shares; 2024Q4: 470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,520 shares 17,520 $491K 0.02% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,043 shares 6,043 $488K 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,559 shares; 2024Q4: 33,496 shares; 2025Q1: 33,923 shares; 2025Q2: 28,098 shares; 2025Q3: 20,852 shares; 2025Q4: 18,523 shares 18,523 $488K 0.02% -2,329 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 213 shares; 2025Q1: 221 shares; 2025Q2: 230 shares; 2025Q3: 233 shares; 2025Q4: 227 shares 227 $487K 0.02% -6 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,538 shares; 2025Q1: 1,544 shares; 2025Q2: 1,534 shares; 2025Q3: 1,545 shares; 2025Q4: 1,602 shares 1,602 $487K 0.02% +57 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 3,276 shares; 2025Q1: 3,308 shares; 2025Q2: 2,419 shares; 2025Q3: 2,367 shares; 2025Q4: 1,916 shares 1,916 $486K 0.02% -451 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: 343 shares; 2024Q4: 8,413 shares; 2025Q1: 10,159 shares; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 2,810 shares 2,810 $484K 0.02% -208 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 11,964 shares; 2025Q1: 12,215 shares; 2025Q2: 7,353 shares; 2025Q3: 5,257 shares; 2025Q4: 3,828 shares 3,828 $482K 0.02% -1,429 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: 3,942 shares; 2024Q4: 3,467 shares; 2025Q1: 5,833 shares; 2025Q2: 3,937 shares; 2025Q3: 2,642 shares; 2025Q4: 2,214 shares 2,214 $480K 0.02% -428 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: 5,767 shares; 2024Q4: 6,479 shares; 2025Q1: 6,093 shares; 2025Q2: 5,207 shares; 2025Q3: 3,445 shares; 2025Q4: 4,385 shares 4,385 $480K 0.02% +940 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 16,506 shares; 2025Q1: 14,847 shares; 2025Q2: 14,524 shares; 2025Q3: 13,875 shares; 2025Q4: 13,804 shares 13,804 $476K 0.02% -71 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 165 shares; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 742 shares; 2025Q4: 784 shares 784 $474K 0.02% +42 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 2,499 shares; 2025Q1: 3,839 shares; 2025Q2: 2,882 shares; 2025Q3: 4,062 shares; 2025Q4: 5,463 shares 5,463 $471K 0.02% +1,401 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: 2,573 shares; 2024Q4: 1,807 shares; 2025Q1: 1,595 shares; 2025Q2: 979 shares; 2025Q3: 905 shares; 2025Q4: 1,337 shares 1,337 $468K 0.02% +432 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 2,658 shares; 2025Q1: 2,852 shares; 2025Q2: 3,331 shares; 2025Q3: 3,822 shares; 2025Q4: 3,805 shares 3,805 $467K 0.02% -17 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,551 shares; 2025Q4: 7,901 shares 7,901 $465K 0.02% +3,350 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: 157,704 shares; 2024Q4: 158,237 shares; 2025Q1: 5,213 shares; 2025Q2: 5,168 shares; 2025Q3: 5,033 shares; 2025Q4: 5,428 shares 5,428 $464K 0.02% +395 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: 533 shares; 2024Q4: 4,593 shares; 2025Q1: 4,708 shares; 2025Q2: 5,216 shares; 2025Q3: 5,504 shares; 2025Q4: 5,857 shares 5,857 $462K 0.02% +353 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 224 shares; 2025Q1: 249 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 221 shares 221 $459K 0.02% +7 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 5,237 shares; 2025Q1: 5,479 shares; 2025Q2: 6,335 shares; 2025Q3: 8,094 shares; 2025Q4: 7,196 shares 7,196 $457K 0.02% -898 Timeline DGRS 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: 251,230 shares; 2024Q4: 264,457 shares; 2025Q1: 8,439 shares; 2025Q2: 9,184 shares; 2025Q3: 9,184 shares; 2025Q4: 9,184 shares 9,184 $456K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 6,137 shares; 2025Q1: 3,093 shares; 2025Q2: 3,189 shares; 2025Q3: 2,864 shares; 2025Q4: 2,378 shares 2,378 $455K 0.02% -486 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $455K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,957 shares 6,957 $455K 0.02% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 1,767 shares; 2025Q1: 1,770 shares; 2025Q2: 1,765 shares; 2025Q3: 1,967 shares; 2025Q4: 1,595 shares 1,595 $453K 0.02% -372 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: 1,262 shares; 2024Q4: 1,490 shares; 2025Q1: 2,031 shares; 2025Q2: 2,093 shares; 2025Q3: 2,104 shares; 2025Q4: 2,202 shares 2,202 $451K 0.02% +98 Timeline BILI BILIBILI INC More: the full row for BILIBILI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,358 shares 18,358 $451K 0.02% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,540 shares; 2025Q1: 4,357 shares; 2025Q2: 6,429 shares; 2025Q3: 4,408 shares; 2025Q4: 7,468 shares 7,468 $451K 0.02% +3,060 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 44 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,445 shares 3,445 $450K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 6,595 shares; 2025Q1: 8,943 shares; 2025Q2: 2,318 shares; 2025Q3: 2,686 shares; 2025Q4: 2,758 shares 2,758 $449K 0.02% +72 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: 11 shares; 2024Q4: 481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 666 shares 666 $449K 0.02% +93 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 981 shares; 2025Q1: not reported; 2025Q2: 2,090 shares; 2025Q3: 2,379 shares; 2025Q4: 2,293 shares 2,293 $446K 0.02% -86 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,081 shares 2,081 $445K 0.02% new 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: 172 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,554 shares 5,554 $444K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 3,185 shares; 2025Q1: 3,202 shares; 2025Q2: 4,678 shares; 2025Q3: 4,993 shares; 2025Q4: 5,405 shares 5,405 $442K 0.02% +412 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 2,349 shares; 2025Q1: 2,281 shares; 2025Q2: 2,325 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares 2,144 $436K 0.02% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,493 shares; 2025Q1: 2,444 shares; 2025Q2: 2,017 shares; 2025Q3: 1,921 shares; 2025Q4: 1,724 shares 1,724 $435K 0.02% -197 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 1,979 shares; 2025Q1: 2,202 shares; 2025Q2: 2,760 shares; 2025Q3: 2,564 shares; 2025Q4: 2,953 shares 2,953 $433K 0.02% +389 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 7,534 shares; 2025Q1: 7,267 shares; 2025Q2: 7,629 shares; 2025Q3: not reported; 2025Q4: 5,579 shares 5,579 $432K 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,605 shares; 2024Q4: 18,622 shares; 2025Q1: 23,347 shares; 2025Q2: not reported; 2025Q3: 22,515 shares; 2025Q4: 25,723 shares 25,723 $431K 0.02% +3,208 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 1,432 shares; 2025Q1: not reported; 2025Q2: 1,886 shares; 2025Q3: 2,342 shares; 2025Q4: 3,010 shares 3,010 $428K 0.02% +668 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 1,124 shares; 2025Q1: not reported; 2025Q2: 17,959 shares; 2025Q3: 22,943 shares; 2025Q4: 25,941 shares 25,941 $423K 0.02% +2,998 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: 361 shares; 2024Q4: 571 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 5,366 shares 5,366 $422K 0.02% +1,890 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 805 shares; 2025Q1: 834 shares; 2025Q2: 917 shares; 2025Q3: 920 shares; 2025Q4: 945 shares 945 $422K 0.02% +25 VO 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: 686 shares; 2024Q4: 746 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,433 shares 1,433 $415K 0.02% -32 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: 335 shares; 2024Q4: 1,791 shares; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 2,773 shares; 2025Q4: 3,031 shares 3,031 $414K 0.02% +258 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,255 shares; 2025Q1: 2,715 shares; 2025Q2: 2,770 shares; 2025Q3: 2,720 shares; 2025Q4: 2,778 shares 2,778 $414K 0.02% +58 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,249 shares; 2024Q4: 21,309 shares; 2025Q1: 23,630 shares; 2025Q2: 5,743 shares; 2025Q3: 5,794 shares; 2025Q4: 7,201 shares 7,201 $412K 0.02% +1,407 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 10,050 shares; 2025Q3: 9,999 shares; 2025Q4: 13,399 shares 13,399 $409K 0.02% +3,400 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: 657 shares; 2024Q4: 774 shares; 2025Q1: not reported; 2025Q2: 3,752 shares; 2025Q3: 4,818 shares; 2025Q4: 5,147 shares 5,147 $408K 0.02% +329 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: 2,845 shares; 2024Q4: 2,024 shares; 2025Q1: 1,399 shares; 2025Q2: 1,407 shares; 2025Q3: 1,208 shares; 2025Q4: 843 shares 843 $408K 0.02% -365 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: 569 shares; 2024Q4: 10,177 shares; 2025Q1: 11,495 shares; 2025Q2: 12,141 shares; 2025Q3: 11,725 shares; 2025Q4: 11,622 shares 11,622 $407K 0.02% -103 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 8,863 shares; 2025Q2: 8,863 shares; 2025Q3: 8,863 shares; 2025Q4: 8,863 shares 8,863 $405K 0.02% 0 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: 1,230 shares; 2024Q4: 1,544 shares; 2025Q1: not reported; 2025Q2: 2,998 shares; 2025Q3: 3,412 shares; 2025Q4: 3,622 shares 3,622 $405K 0.02% +210 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 213 shares; 2025Q1: not reported; 2025Q2: 1,777 shares; 2025Q3: 2,251 shares; 2025Q4: 2,137 shares 2,137 $403K 0.02% -114 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: 4,763 shares; 2024Q4: 4,871 shares; 2025Q1: 5,842 shares; 2025Q2: 4,700 shares; 2025Q3: 10,313 shares; 2025Q4: 10,562 shares 10,562 $401K 0.02% +249 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 5,649 shares; 2025Q1: 5,681 shares; 2025Q2: 5,406 shares; 2025Q3: 5,406 shares; 2025Q4: 4,763 shares 4,763 $400K 0.02% -643 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,494 shares; 2025Q1: 1,469 shares; 2025Q2: 888 shares; 2025Q3: 1,164 shares; 2025Q4: 2,495 shares 2,495 $398K 0.02% +1,331 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $396K 0.02% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 1,624 shares; 2025Q1: 1,412 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,677 shares 1,677 $393K 0.02% +374 Timeline JMBS 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: 8,459 shares; 2024Q4: 7,027 shares; 2025Q1: 7,988 shares; 2025Q2: 8,590 shares; 2025Q3: 8,166 shares; 2025Q4: 8,565 shares 8,565 $391K 0.02% +399 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,541 shares; 2025Q1: 2,956 shares; 2025Q2: 2,584 shares; 2025Q3: 2,573 shares; 2025Q4: 2,622 shares 2,622 $391K 0.02% +49 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 4,559 shares; 2025Q1: 4,589 shares; 2025Q2: 6,664 shares; 2025Q3: 6,625 shares; 2025Q4: 6,179 shares 6,179 $388K 0.02% -446 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: 781 shares; 2024Q4: 802 shares; 2025Q1: 812 shares; 2025Q2: 783 shares; 2025Q3: 750 shares; 2025Q4: 683 shares 683 $388K 0.02% -67 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: 3,139 shares; 2024Q4: 3,269 shares; 2025Q1: 1,795 shares; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 1,476 shares 1,476 $387K 0.02% +450 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 529 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,217 shares 7,217 $387K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 2,229 shares; 2025Q1: not reported; 2025Q2: 5,551 shares; 2025Q3: 12,008 shares; 2025Q4: 7,028 shares 7,028 $384K 0.02% -4,980 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,999 shares; 2025Q4: 52,326 shares 52,326 $383K 0.02% +40,327 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,676 shares; 2024Q4: 448,651 shares; 2025Q1: 403,228 shares; 2025Q2: 11,516 shares; 2025Q3: 10,402 shares; 2025Q4: 9,484 shares 9,484 $383K 0.02% -918 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: 2,119 shares; 2025Q2: 2,266 shares; 2025Q3: 2,375 shares; 2025Q4: 2,069 shares 2,069 $381K 0.02% -306 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,100 shares; 2025Q1: 10,200 shares; 2025Q2: 24,600 shares; 2025Q3: 11,400 shares; 2025Q4: 30,500 shares 30,500 $379K 0.02% +19,100 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: 214 shares; 2024Q4: 2,493 shares; 2025Q1: 2,582 shares; 2025Q2: 2,724 shares; 2025Q3: 2,785 shares; 2025Q4: 4,367 shares 4,367 $377K 0.02% +1,582 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,258 shares; 2024Q4: 297,756 shares; 2025Q1: 6,154 shares; 2025Q2: 557,492 shares; 2025Q3: 7,015 shares; 2025Q4: 6,342 shares 6,342 $372K 0.02% -673 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 5,028 shares; 2025Q1: not reported; 2025Q2: 12,452 shares; 2025Q3: 14,911 shares; 2025Q4: 23,451 shares 23,451 $366K 0.02% +8,540 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,607 shares; 2025Q1: 2,237 shares; 2025Q2: 2,393 shares; 2025Q3: 2,468 shares; 2025Q4: 2,410 shares 2,410 $365K 0.02% -58 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 6,489 shares; 2025Q1: 7,280 shares; 2025Q2: 8,772 shares; 2025Q3: 5,682 shares; 2025Q4: 4,948 shares 4,948 $364K 0.02% -734 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: 843 shares; 2024Q4: 732 shares; 2025Q1: 1,475 shares; 2025Q2: 867 shares; 2025Q3: 460 shares; 2025Q4: 772 shares 772 $359K 0.02% +312 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 437 shares; 2025Q1: not reported; 2025Q2: 5,201 shares; 2025Q3: 6,964 shares; 2025Q4: 8,570 shares 8,570 $357K 0.02% +1,606 Timeline KPLT KATAPULT HOLDINGS INC More: the full row for KATAPULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,174 shares; 2024Q4: 55,174 shares; 2025Q1: 55,174 shares; 2025Q2: 55,174 shares; 2025Q3: 55,174 shares; 2025Q4: 55,174 shares 55,174 $356K 0.02% 0 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,234 shares 7,234 $356K 0.02% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 2,026 shares; 2025Q1: 9,867 shares; 2025Q2: 9,573 shares; 2025Q3: 10,588 shares; 2025Q4: 10,522 shares 10,522 $350K 0.02% -66 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: 8,321 shares; 2024Q4: 6,731 shares; 2025Q1: 7,381 shares; 2025Q2: 6,834 shares; 2025Q3: 6,423 shares; 2025Q4: 5,167 shares 5,167 $346K 0.02% -1,256 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 4,492 shares; 2025Q1: 1,494 shares; 2025Q2: 1,177 shares; 2025Q3: not reported; 2025Q4: 1,896 shares 1,896 $345K 0.02% new 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: 480 shares; 2024Q4: 4,446 shares; 2025Q1: 1,890 shares; 2025Q2: not reported; 2025Q3: 1,916 shares; 2025Q4: 2,533 shares 2,533 $344K 0.02% +617 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,395 shares; 2025Q1: 6,471 shares; 2025Q2: 5,267 shares; 2025Q3: 5,008 shares; 2025Q4: 4,307 shares 4,307 $343K 0.02% -701 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,934 shares; 2025Q1: 2,635 shares; 2025Q2: 2,635 shares; 2025Q3: 2,805 shares; 2025Q4: 3,206 shares 3,206 $342K 0.02% +401 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,941 shares; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 4,059 shares; 2025Q4: 4,001 shares 4,001 $341K 0.02% -58 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: 974 shares; 2024Q4: 1,812 shares; 2025Q1: 1,831 shares; 2025Q2: 1,685 shares; 2025Q3: not reported; 2025Q4: 1,654 shares 1,654 $340K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,532 shares; 2025Q1: 1,901 shares; 2025Q2: 1,798 shares; 2025Q3: 1,038 shares; 2025Q4: 584 shares 584 $339K 0.02% -454 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,312 shares; 2025Q1: 6,494 shares; 2025Q2: 5,551 shares; 2025Q3: 5,575 shares; 2025Q4: 3,300 shares 3,300 $339K 0.02% -2,275 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,065 shares; 2025Q4: 7,611 shares 7,611 $336K 0.01% +546 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 2,156 shares; 2025Q1: 2,190 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares 1,936 $336K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 6,757 shares; 2025Q1: 6,025 shares; 2025Q2: 6,600 shares; 2025Q3: 5,981 shares; 2025Q4: 5,753 shares 5,753 $336K 0.01% -228 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,068 shares; 2025Q1: 3,107 shares; 2025Q2: 3,162 shares; 2025Q3: 3,215 shares; 2025Q4: 3,267 shares 3,267 $336K 0.01% +52 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 5,066 shares; 2025Q1: 4,503 shares; 2025Q2: 4,485 shares; 2025Q3: 4,467 shares; 2025Q4: 2,386 shares 2,386 $332K 0.01% -2,081 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 4,367 shares; 2025Q1: 2,315 shares; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,656 shares 1,656 $330K 0.01% +119 Timeline ATHM AUTOHOME INC More: the full row for AUTOHOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,834 shares 14,834 $330K 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 782 shares 782 $328K 0.01% -116 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,128 shares 6,128 $326K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,639 shares; 2025Q1: 4,755 shares; 2025Q2: 4,890 shares; 2025Q3: 4,742 shares; 2025Q4: 5,277 shares 5,277 $326K 0.01% +535 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: 1,575 shares; 2024Q4: 1,654 shares; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 3,628 shares; 2025Q4: 4,420 shares 4,420 $325K 0.01% +792 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,391 shares 10,391 $323K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,366 shares; 2025Q4: 2,465 shares 2,465 $323K 0.01% +99 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,540 shares 24,540 $323K 0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 4,146 shares; 2025Q1: 4,861 shares; 2025Q2: not reported; 2025Q3: 6,458 shares; 2025Q4: 6,899 shares 6,899 $323K 0.01% +441 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 2,731 shares; 2025Q1: 2,847 shares; 2025Q2: 2,841 shares; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares 2,591 $323K 0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,322 shares; 2025Q4: 8,356 shares 8,356 $322K 0.01% +34 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 4,881 shares; 2025Q1: 12,404 shares; 2025Q2: 12,426 shares; 2025Q3: 12,448 shares; 2025Q4: 12,161 shares 12,161 $319K 0.01% -287 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: 1,147 shares; 2024Q4: 1,636 shares; 2025Q1: not reported; 2025Q2: 2,107 shares; 2025Q3: 2,468 shares; 2025Q4: 2,713 shares 2,713 $315K 0.01% +245 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: 1,615 shares; 2024Q4: 1,658 shares; 2025Q1: 2,304 shares; 2025Q2: 2,026 shares; 2025Q3: 2,007 shares; 2025Q4: 2,676 shares 2,676 $309K 0.01% +669 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,470 shares; 2025Q1: 1,460 shares; 2025Q2: 1,376 shares; 2025Q3: 1,391 shares; 2025Q4: 1,381 shares 1,381 $307K 0.01% -10 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: 9,329 shares; 2024Q4: 9,661 shares; 2025Q1: 1,921 shares; 2025Q2: 1,876 shares; 2025Q3: 1,426 shares; 2025Q4: 1,949 shares 1,949 $306K 0.01% +523 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 111,236 shares; 2025Q2: 304,298 shares; 2025Q3: 9,541 shares; 2025Q4: 4,765 shares 4,765 $305K 0.01% -4,776 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares 813 $305K 0.01% 0 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: 125 shares; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 548 shares 548 $303K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,334 shares 4,334 $301K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,367 shares 1,367 $298K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,762 shares; 2025Q4: 4,406 shares 4,406 $297K 0.01% +644 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 2,157 shares; 2025Q1: 2,223 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,115 shares 2,115 $296K 0.01% +15 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: 1,083 shares; 2024Q4: 5,828 shares; 2025Q1: 4,671 shares; 2025Q2: not reported; 2025Q3: 4,764 shares; 2025Q4: 6,772 shares 6,772 $295K 0.01% +2,008 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,527 shares 4,527 $292K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 6,025 shares; 2025Q1: 6,628 shares; 2025Q2: 5,507 shares; 2025Q3: 5,958 shares; 2025Q4: 5,375 shares 5,375 $290K 0.01% -583 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: not reported; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares 1,701 $288K 0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,092 shares; 2025Q1: 2,099 shares; 2025Q2: 1,693 shares; 2025Q3: 1,146 shares; 2025Q4: 806 shares 806 $288K 0.01% -340 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,008 shares; 2025Q1: 1,007 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares 1,014 $285K 0.01% new 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: 2,294 shares; 2024Q4: 1,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,370 shares; 2025Q4: 7,429 shares 7,429 $285K 0.01% +59 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,479 shares 7,479 $284K 0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,217 shares; 2025Q3: 13,376 shares; 2025Q4: 13,129 shares 13,129 $283K 0.01% -247 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,258 shares; 2024Q4: 345,133 shares; 2025Q1: 7,080 shares; 2025Q2: 2,571,741 shares; 2025Q3: 6,562 shares; 2025Q4: 5,839 shares 5,839 $282K 0.01% -723 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 1,659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,469 shares; 2025Q4: 10,269 shares 10,269 $279K 0.01% +3,800 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 5,142 shares; 2025Q1: 4,837 shares; 2025Q2: 4,107 shares; 2025Q3: 4,683 shares; 2025Q4: 4,440 shares 4,440 $277K 0.01% -243 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,196 shares; 2025Q4: 9,196 shares 9,196 $274K 0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,599 shares; 2024Q4: 12,194 shares; 2025Q1: 11,706 shares; 2025Q2: 11,706 shares; 2025Q3: 11,347 shares; 2025Q4: 11,547 shares 11,547 $272K 0.01% +200 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 4,307 shares 4,307 $271K 0.01% 0 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: 1,444 shares; 2024Q4: 1,632 shares; 2025Q1: 1,470 shares; 2025Q2: 1,567 shares; 2025Q3: 1,603 shares; 2025Q4: 1,204 shares 1,204 $271K 0.01% -399 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: 1,757 shares; 2024Q4: 2,992 shares; 2025Q1: 3,746 shares; 2025Q2: not reported; 2025Q3: 6,244 shares; 2025Q4: 4,618 shares 4,618 $271K 0.01% -1,626 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 3,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,101 shares; 2025Q4: 3,101 shares 3,101 $270K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,699 shares; 2025Q1: 3,846 shares; 2025Q2: 3,171 shares; 2025Q3: 3,140 shares; 2025Q4: 1,692 shares 1,692 $269K 0.01% -1,448 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares 3,850 $266K 0.01% 0 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares 14,700 $265K 0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 1,282 shares; 2025Q1: 1,386 shares; 2025Q2: 1,285 shares; 2025Q3: 1,659 shares; 2025Q4: 1,583 shares 1,583 $263K 0.01% -76 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: 11,709 shares; 2024Q4: 12,392 shares; 2025Q1: 13,055 shares; 2025Q2: 10,972 shares; 2025Q3: 10,298 shares; 2025Q4: 9,467 shares 9,467 $260K 0.01% -831 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 3,487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,474 shares; 2025Q4: 4,453 shares 4,453 $260K 0.01% -21 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: 1,626 shares; 2024Q4: 2,993 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,168 shares 3,168 $258K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,334 shares 2,334 $257K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 1,268 shares 1,268 $257K 0.01% +357 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,183 shares; 2025Q1: 2,344 shares; 2025Q2: 2,476 shares; 2025Q3: 2,439 shares; 2025Q4: 1,575 shares 1,575 $256K 0.01% -864 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: 3,104 shares; 2025Q4: 3,101 shares 3,101 $256K 0.01% -3 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 1,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 1,589 shares 1,589 $255K 0.01% +40 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,423 shares; 2025Q1: not reported; 2025Q2: 4,423 shares; 2025Q3: 6,634 shares; 2025Q4: 6,634 shares 6,634 $254K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 418 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,676 shares 2,676 $252K 0.01% new 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: 534 shares; 2024Q4: 6,548 shares; 2025Q1: 7,254 shares; 2025Q2: 5,997 shares; 2025Q3: 5,846 shares; 2025Q4: 4,640 shares 4,640 $251K 0.01% -1,206 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: 459 shares; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,503 shares 2,503 $250K 0.01% new 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: 6,323 shares; 2024Q4: 6,050 shares; 2025Q1: not reported; 2025Q2: 7,026 shares; 2025Q3: 7,105 shares; 2025Q4: 7,381 shares 7,381 $250K 0.01% +276 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 1,446 shares; 2025Q1: 1,686 shares; 2025Q2: 1,523 shares; 2025Q3: not reported; 2025Q4: 1,638 shares 1,638 $250K 0.01% new Timeline FDL 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: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,605 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares 5,605 $249K 0.01% 0 Timeline