ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,346 shares; 2024Q4: 449,747 shares; 2025Q1: 452,288 shares; 2025Q2: 610,977 shares; 2025Q3: 600,036 shares; 2025Q4: 618,325 shares 618,325 $356M 17.07% +18,289 Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586,050 shares; 2024Q4: 3,068,179 shares; 2025Q1: 3,621,516 shares; 2025Q2: 3,709,733 shares; 2025Q3: 5,584,817 shares; 2025Q4: 5,837,263 shares 5,837,263 $265M 12.69% +252,446 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,436 shares; 2024Q4: 866,539 shares; 2025Q1: 869,297 shares; 2025Q2: 899,905 shares; 2025Q3: 965,445 shares; 2025Q4: 1,009,846 shares 1,009,846 $118M 5.66% +44,401 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,573 shares; 2024Q4: 296,307 shares; 2025Q1: 297,921 shares; 2025Q2: 318,035 shares; 2025Q3: 329,780 shares; 2025Q4: 327,425 shares 327,425 $109M 5.24% -2,355 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,317,344 shares; 2024Q4: 16,479,059 shares; 2025Q1: 17,699,803 shares; 2025Q2: 17,665,030 shares; 2025Q3: 17,759,618 shares; 2025Q4: 18,738,939 shares 18,738,939 $107M 5.15% +979,321 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 3,782,745 shares 3,782,745 $80.3M 3.85% +3,781,745 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,180 shares; 2024Q4: 524,416 shares; 2025Q1: 550,390 shares; 2025Q2: 571,488 shares; 2025Q3: 568,618 shares; 2025Q4: 643,191 shares 643,191 $70.7M 3.39% +74,573 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,833 shares; 2024Q4: 525,413 shares; 2025Q1: 526,431 shares; 2025Q2: 644,657 shares; 2025Q3: 732,664 shares; 2025Q4: 648,574 shares 648,574 $69.6M 3.33% -84,090 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: 19,670 shares; 2024Q4: 24,350 shares; 2025Q1: 20,325 shares; 2025Q2: 27,052 shares; 2025Q3: 128,934 shares; 2025Q4: 102,920 shares 102,920 $63.2M 3.03% -26,014 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,800 shares; 2024Q4: 98,700 shares; 2025Q1: 86,250 shares; 2025Q2: 932,750 shares; 2025Q3: 1,615,900 shares; 2025Q4: 1,615,900 shares 1,615,900 $50.4M 2.42% 0 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,638 shares; 2024Q4: 1,183,988 shares; 2025Q1: 1,098,176 shares; 2025Q2: 1,170,927 shares; 2025Q3: 813,331 shares; 2025Q4: 839,477 shares 839,477 $42.4M 2.03% +26,146 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,017 shares; 2024Q4: 1,213,859 shares; 2025Q1: 1,064,258 shares; 2025Q2: 1,015,537 shares; 2025Q3: 950,765 shares; 2025Q4: 900,147 shares 900,147 $40.4M 1.93% -50,618 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: 110,268 shares; 2024Q4: 105,533 shares; 2025Q1: 99,824 shares; 2025Q2: 113,458 shares; 2025Q3: 133,817 shares; 2025Q4: 132,513 shares 132,513 $40.3M 1.93% -1,304 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,183 shares; 2024Q4: 929,183 shares; 2025Q1: 796,606 shares; 2025Q2: 796,056 shares; 2025Q3: 818,556 shares; 2025Q4: 858,274 shares 858,274 $37.2M 1.78% +39,718 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: 69,132 shares; 2024Q4: 78,679 shares; 2025Q1: 98,280 shares; 2025Q2: 101,623 shares; 2025Q3: 117,947 shares; 2025Q4: 133,048 shares 133,048 $30.7M 1.47% +15,101 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: 51,824 shares; 2024Q4: 51,818 shares; 2025Q1: 48,972 shares; 2025Q2: 50,319 shares; 2025Q3: 54,456 shares; 2025Q4: 58,569 shares 58,569 $28.3M 1.36% +4,113 Timeline ORMAT TECHNOLOGIES INC ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,150,000 shares; 2025Q4: 20,150,000 shares 20,150,000 $27.8M 1.33% 0 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: 32,381 shares; 2024Q4: 31,389 shares; 2025Q1: 38,156 shares; 2025Q2: 40,704 shares; 2025Q3: 43,519 shares; 2025Q4: 39,442 shares 39,442 $26M 1.25% -4,077 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,168 shares; 2024Q4: 48,583 shares; 2025Q1: 44,486 shares; 2025Q2: 47,972 shares; 2025Q3: 65,179 shares; 2025Q4: 81,499 shares 81,499 $25.6M 1.22% +16,320 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,156 shares; 2024Q4: 32,780 shares; 2025Q1: 32,930 shares; 2025Q2: 33,106 shares; 2025Q3: 38,170 shares; 2025Q4: 40,461 shares 40,461 $25.4M 1.22% +2,291 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: 61,645 shares; 2024Q4: 49,309 shares; 2025Q1: 41,373 shares; 2025Q2: 63,164 shares; 2025Q3: 87,170 shares; 2025Q4: 95,936 shares 95,936 $17.9M 0.86% +8,766 Timeline CGNT COGNYTE SOFTWARE LTD More: the full row for COGNYTE SOFTWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854,798 shares; 2024Q4: 1,854,798 shares; 2025Q1: 1,854,798 shares; 2025Q2: 1,854,798 shares; 2025Q3: 1,854,798 shares; 2025Q4: 1,854,798 shares 1,854,798 $17.4M 0.84% 0 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: 28,473 shares; 2024Q4: 28,543 shares; 2025Q1: 27,526 shares; 2025Q2: 28,515 shares; 2025Q3: 24,455 shares; 2025Q4: 25,172 shares 25,172 $17.2M 0.82% +717 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: 34,677 shares; 2024Q4: 68,898 shares; 2025Q1: 59,998 shares; 2025Q2: 62,583 shares; 2025Q3: 82,679 shares; 2025Q4: 77,889 shares 77,889 $14.3M 0.69% -4,790 Timeline KEN KENON HLDGS LTD More: the full row for KENON HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,628 shares; 2024Q4: 206,333 shares; 2025Q1: 199,472 shares; 2025Q2: 217,649 shares; 2025Q3: 190,057 shares; 2025Q4: 212,102 shares 212,102 $14M 0.67% +22,045 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: 3,930 shares; 2024Q4: 3,904 shares; 2025Q1: 2,042 shares; 2025Q2: 7,277 shares; 2025Q3: 17,362 shares; 2025Q4: 18,907 shares 18,907 $13M 0.62% +1,545 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: 7,739 shares; 2024Q4: 13,064 shares; 2025Q1: 9,710 shares; 2025Q2: 15,332 shares; 2025Q3: 22,676 shares; 2025Q4: 32,001 shares 32,001 $11.1M 0.53% +9,325 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: 9,010 shares; 2024Q4: 5,978 shares; 2025Q1: 11,073 shares; 2025Q2: 10,495 shares; 2025Q3: 19,527 shares; 2025Q4: 36,848 shares 36,848 $10.5M 0.5% +17,321 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 3,870 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 4,655 shares; 2025Q4: 360,460 shares 360,460 $10.4M 0.5% +355,805 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: 26,838 shares; 2024Q4: 25,148 shares; 2025Q1: 24,023 shares; 2025Q2: 23,873 shares; 2025Q3: 29,848 shares; 2025Q4: 32,755 shares 32,755 $10.3M 0.49% +2,907 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,000 shares; 2024Q4: 298,000 shares; 2025Q1: 298,000 shares; 2025Q2: 298,000 shares; 2025Q3: 298,000 shares; 2025Q4: 298,000 shares 298,000 $10.2M 0.49% 0 Timeline SMWB SIMILARWEB LTD More: the full row for SIMILARWEB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363,134 shares; 2024Q4: 1,449,634 shares; 2025Q1: 1,399,863 shares; 2025Q2: 1,234,298 shares; 2025Q3: 1,182,798 shares; 2025Q4: 1,171,298 shares 1,171,298 $8.37M 0.4% -11,500 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: 5,429 shares; 2024Q4: 5,400 shares; 2025Q1: 5,088 shares; 2025Q2: 5,226 shares; 2025Q3: 7,592 shares; 2025Q4: 13,658 shares 13,658 $7.83M 0.37% +6,066 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: 17,441 shares; 2024Q4: 16,762 shares; 2025Q1: 15,387 shares; 2025Q2: 17,003 shares; 2025Q3: 18,363 shares; 2025Q4: 19,813 shares 19,813 $7.14M 0.34% +1,450 Timeline MGIC MAGIC SOFTWARE ENTERPRISES More: the full row for MAGIC SOFTWARE ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,384 shares; 2024Q4: 142,839 shares; 2025Q1: 174,366 shares; 2025Q2: 189,327 shares; 2025Q3: 231,768 shares; 2025Q4: 264,837 shares 264,837 $6.89M 0.33% +33,069 Timeline PAVE 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: 46,168 shares; 2024Q4: 55,887 shares; 2025Q1: 69,141 shares; 2025Q2: 91,146 shares; 2025Q3: 118,989 shares; 2025Q4: 138,273 shares 138,273 $6.64M 0.32% +19,284 Timeline DAX 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: 71,540 shares; 2025Q2: 99,455 shares; 2025Q3: 126,534 shares; 2025Q4: 143,564 shares 143,564 $6.56M 0.31% +17,030 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: 41,784 shares; 2024Q4: 25,089 shares; 2025Q1: 14,470 shares; 2025Q2: 12,528 shares; 2025Q3: 14,060 shares; 2025Q4: 23,910 shares 23,910 $6.5M 0.31% +9,850 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: 17,097 shares; 2024Q4: 18,377 shares; 2025Q1: 19,650 shares; 2025Q2: 16,513 shares; 2025Q3: 16,263 shares; 2025Q4: 18,492 shares 18,492 $6.49M 0.31% +2,229 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: 40,983 shares; 2024Q4: 45,661 shares; 2025Q1: 56,934 shares; 2025Q2: 51,589 shares; 2025Q3: 61,406 shares; 2025Q4: 56,510 shares 56,510 $6.31M 0.3% -4,896 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: 12,248 shares; 2024Q4: 12,617 shares; 2025Q1: 13,627 shares; 2025Q2: 10,685 shares; 2025Q3: 10,724 shares; 2025Q4: 11,023 shares 11,023 $6.3M 0.3% +299 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: 13,123 shares; 2024Q4: 12,290 shares; 2025Q1: 12,712 shares; 2025Q2: 12,391 shares; 2025Q3: 13,064 shares; 2025Q4: 12,501 shares 12,501 $6.28M 0.3% -563 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 12,410 shares; 2025Q2: 17,000 shares; 2025Q3: 21,838 shares; 2025Q4: 25,188 shares 25,188 $6.1M 0.29% +3,350 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: 20,868 shares; 2024Q4: 17,041 shares; 2025Q1: 13,257 shares; 2025Q2: 13,418 shares; 2025Q3: 12,962 shares; 2025Q4: 12,965 shares 12,965 $6.08M 0.29% +3 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: 89 shares; 2024Q4: 332 shares; 2025Q1: 516 shares; 2025Q2: 5,935 shares; 2025Q3: 9,157 shares; 2025Q4: 16,918 shares 16,918 $5.98M 0.29% +7,761 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,627 shares; 2024Q4: 40,052 shares; 2025Q1: 31,174 shares; 2025Q2: 29,631 shares; 2025Q3: 39,856 shares; 2025Q4: 403,746 shares 403,746 $5.23M 0.25% +363,890 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,458 shares; 2024Q4: 32,021 shares; 2025Q1: 27,960 shares; 2025Q2: 29,476 shares; 2025Q3: 27,594 shares; 2025Q4: 26,007 shares 26,007 $5.13M 0.25% -1,587 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: 222,667 shares; 2024Q4: 281,851 shares; 2025Q1: 262,681 shares; 2025Q2: 106,369 shares; 2025Q3: 84,549 shares; 2025Q4: 60,821 shares 60,821 $5.09M 0.24% -23,728 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: 338,750 shares; 2024Q4: 301,734 shares; 2025Q1: 250,559 shares; 2025Q2: 441,579 shares; 2025Q3: 287,584 shares; 2025Q4: 281,816 shares 281,816 $5.08M 0.24% -5,768 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,414 shares; 2024Q4: 20,781 shares; 2025Q1: 193,276 shares; 2025Q2: 76,944 shares; 2025Q3: 60,404 shares; 2025Q4: 42,864 shares 42,864 $4.72M 0.23% -17,540 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,993 shares; 2024Q4: 54,417 shares; 2025Q1: 48,839 shares; 2025Q2: 57,947 shares; 2025Q3: 66,610 shares; 2025Q4: 58,635 shares 58,635 $4.66M 0.22% -7,975 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 4,140 shares; 2025Q1: 6,090 shares; 2025Q2: 10,299 shares; 2025Q3: 22,234 shares; 2025Q4: 32,629 shares 32,629 $4.62M 0.22% +10,395 Timeline FTCS 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: 49,595 shares; 2024Q4: 53,679 shares; 2025Q1: 54,309 shares; 2025Q2: 58,464 shares; 2025Q3: 52,509 shares; 2025Q4: 47,369 shares 47,369 $4.4M 0.21% -5,140 Timeline ODYS ODYSIGHT AI INC More: the full row for ODYSIGHT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,697,823 shares; 2025Q2: 1,792,353 shares; 2025Q3: 1,755,253 shares; 2025Q4: 1,328,686 shares 1,328,686 $4.38M 0.21% -426,567 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: 9,368 shares; 2024Q4: 9,713 shares; 2025Q1: 9,898 shares; 2025Q2: 9,771 shares; 2025Q3: 10,145 shares; 2025Q4: 9,708 shares 9,708 $4.3M 0.21% -437 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,240 shares; 2024Q4: 622,240 shares; 2025Q1: 94,007 shares; 2025Q2: 77,387 shares; 2025Q3: 99,987 shares; 2025Q4: 92,987 shares 92,987 $3.86M 0.18% -7,000 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,323 shares 4,323 $3.8M 0.18% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: not reported; 2025Q1: 233 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,070 shares 16,070 $3.72M 0.18% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,400 shares; 2024Q4: 49,888 shares; 2025Q1: 51,636 shares; 2025Q2: 53,400 shares; 2025Q3: 51,400 shares; 2025Q4: 42,400 shares 42,400 $3.42M 0.16% -9,000 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: 12,470 shares; 2024Q4: 13,305 shares; 2025Q1: 11,800 shares; 2025Q2: 6,040 shares; 2025Q3: 6,105 shares; 2025Q4: 5,757 shares 5,757 $3.34M 0.16% -348 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 4,111 shares; 2025Q1: 3,980 shares; 2025Q2: 3,353 shares; 2025Q3: 3,640 shares; 2025Q4: 35,038 shares 35,038 $3.29M 0.16% +31,398 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,750 shares; 2024Q4: 35,750 shares; 2025Q1: 171,790 shares; 2025Q2: 154,620 shares; 2025Q3: 144,580 shares; 2025Q4: 82,550 shares 82,550 $3.25M 0.16% -62,030 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,543 shares; 2024Q4: 36,073 shares; 2025Q1: 32,668 shares; 2025Q2: 20,973 shares; 2025Q3: 16,838 shares; 2025Q4: 14,416 shares 14,416 $3.22M 0.15% -2,422 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 16,988 shares 16,988 $3.15M 0.15% +16,553 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 22,660 shares; 2025Q1: 50,700 shares; 2025Q2: 51,900 shares; 2025Q3: 62,550 shares; 2025Q4: 67,050 shares 67,050 $3.12M 0.15% +4,500 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: 55,578 shares; 2024Q4: 53,034 shares; 2025Q1: 53,084 shares; 2025Q2: 38,462 shares; 2025Q3: 38,417 shares; 2025Q4: 37,840 shares 37,840 $3.09M 0.15% -577 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,820 shares; 2024Q4: 25,856 shares; 2025Q1: 28,664 shares; 2025Q2: 31,571 shares; 2025Q3: 29,839 shares; 2025Q4: 22,603 shares 22,603 $3.07M 0.15% -7,236 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: 12,783 shares; 2024Q4: 12,782 shares; 2025Q1: 12,901 shares; 2025Q2: 14,358 shares; 2025Q3: 14,169 shares; 2025Q4: 13,660 shares 13,660 $3.07M 0.15% -509 Timeline ARBE ARBE ROBOTICS LTD More: the full row for ARBE ROBOTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844,422 shares; 2024Q4: 2,844,422 shares; 2025Q1: 2,844,422 shares; 2025Q2: 2,844,422 shares; 2025Q3: 2,844,422 shares; 2025Q4: 2,844,422 shares 2,844,422 $2.93M 0.14% 0 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: 15,123 shares; 2024Q4: 64,247 shares; 2025Q1: 65,435 shares; 2025Q2: 53,091 shares; 2025Q3: 51,075 shares; 2025Q4: 49,855 shares 49,855 $2.73M 0.13% -1,220 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: 4,399 shares; 2024Q4: 4,274 shares; 2025Q1: 1,040 shares; 2025Q2: 1,020 shares; 2025Q3: 860 shares; 2025Q4: 17,750 shares 17,750 $2.72M 0.13% +16,890 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,141 shares; 2024Q4: 12,141 shares; 2025Q1: 12,141 shares; 2025Q2: 9,696 shares; 2025Q3: 7,579 shares; 2025Q4: 11,599 shares 11,599 $2.63M 0.13% +4,020 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: 4,828 shares; 2024Q4: 3,268 shares; 2025Q1: 4,468 shares; 2025Q2: 4,468 shares; 2025Q3: 4,218 shares; 2025Q4: 4,268 shares 4,268 $2.58M 0.12% +50 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 9,600 shares; 2025Q1: 10,212 shares; 2025Q2: 8,912 shares; 2025Q3: 8,316 shares; 2025Q4: 7,968 shares 7,968 $2.57M 0.12% -348 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: 11,850 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 10,838 shares; 2025Q4: 14,023 shares 14,023 $2.4M 0.12% +3,185 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: 7,600 shares; 2024Q4: 3,206 shares; 2025Q1: 2,626 shares; 2025Q2: 2,658 shares; 2025Q3: 2,612 shares; 2025Q4: 2,209 shares 2,209 $2.36M 0.11% -403 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: 18,133 shares; 2024Q4: 18,983 shares; 2025Q1: 14,683 shares; 2025Q2: 12,094 shares; 2025Q3: 12,227 shares; 2025Q4: 8,855 shares 8,855 $2.35M 0.11% -3,372 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,850 shares; 2025Q2: 30,145 shares; 2025Q3: 76,170 shares; 2025Q4: 63,000 shares 63,000 $2.32M 0.11% -13,170 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: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares 28,000 $2.27M 0.11% 0 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,425 shares; 2025Q4: 114,962 shares 114,962 $2.19M 0.1% +97,537 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: 307,063 shares; 2024Q4: 420,123 shares; 2025Q1: 388,257 shares; 2025Q2: 104,903 shares; 2025Q3: 98,094 shares; 2025Q4: 58,153 shares 58,153 $2.17M 0.1% -39,941 Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,551 shares; 2024Q4: 498,922 shares; 2025Q1: 330,354 shares; 2025Q2: 329,704 shares; 2025Q3: 269,665 shares; 2025Q4: 289,382 shares 289,382 $2.05M 0.1% +19,717 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: 6,448 shares; 2024Q4: 6,936 shares; 2025Q1: 6,974 shares; 2025Q2: 7,808 shares; 2025Q3: 4,533 shares; 2025Q4: 4,526 shares 4,526 $2.02M 0.1% -7 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: 7,213 shares; 2024Q4: 36,065 shares; 2025Q1: 78,065 shares; 2025Q2: 78,065 shares; 2025Q3: 85,565 shares; 2025Q4: 78,765 shares 78,765 $2.02M 0.1% -6,800 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: 16,640 shares; 2024Q4: 16,595 shares; 2025Q1: 17,768 shares; 2025Q2: 15,993 shares; 2025Q3: 16,957 shares; 2025Q4: 10,298 shares 10,298 $2.01M 0.1% -6,659 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: 12,443 shares; 2024Q4: 20,743 shares; 2025Q1: 19,548 shares; 2025Q2: 19,113 shares; 2025Q3: 24,471 shares; 2025Q4: 22,965 shares 22,965 $1.96M 0.09% -1,506 Timeline SUNRUN INC SUNRUN INC More: the full row for SUNRUN 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: 3,000,000 shares; 2025Q2: 3,000,000 shares; 2025Q3: 3,000,000 shares; 2025Q4: 3,000,000 shares 3,000,000 $1.94M 0.09% 0 TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,235 shares 4,235 $1.92M 0.09% new 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: 1,810 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,785 shares; 2025Q4: 1,500 shares 1,500 $1.82M 0.09% -285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares 2,250 $1.82M 0.09% new 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: 2,304 shares; 2024Q4: 2,504 shares; 2025Q1: 2,282 shares; 2025Q2: 2,240 shares; 2025Q3: 4,382 shares; 2025Q4: 12,222 shares 12,222 $1.76M 0.08% +7,840 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,962 shares; 2024Q4: 66,167 shares; 2025Q1: 81,756 shares; 2025Q2: 85,427 shares; 2025Q3: 79,694 shares; 2025Q4: 16,700 shares 16,700 $1.73M 0.08% -62,994 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 7,807 shares; 2025Q1: 6,798 shares; 2025Q2: 7,748 shares; 2025Q3: 18,523 shares; 2025Q4: 23,823 shares 23,823 $1.71M 0.08% +5,300 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 54,000 shares; 2025Q1: 68,000 shares; 2025Q2: 40,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.7M 0.08% 0 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: 19,071 shares; 2024Q4: 19,818 shares; 2025Q1: 19,770 shares; 2025Q2: 19,550 shares; 2025Q3: 20,684 shares; 2025Q4: 11,137 shares 11,137 $1.7M 0.08% -9,547 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713,845 shares; 2024Q4: 1,395,768 shares; 2025Q1: 1,772,947 shares; 2025Q2: 1,528,899 shares; 2025Q3: 1,499,118 shares; 2025Q4: 1,306,452 shares 1,306,452 $1.67M 0.08% -192,666 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: 7,000 shares; 2024Q4: 6,300 shares; 2025Q1: 8,000 shares; 2025Q2: 9,275 shares; 2025Q3: 9,575 shares; 2025Q4: 10,375 shares 10,375 $1.59M 0.08% +800 Timeline EWJ 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: 288 shares; 2024Q4: 288 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 19,503 shares 19,503 $1.57M 0.08% +19,300 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,926 shares 3,926 $1.53M 0.07% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,500 shares 12,500 $1.52M 0.07% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $1.52M 0.07% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,056 shares; 2024Q4: 50,833 shares; 2025Q1: 52,430 shares; 2025Q2: 56,700 shares; 2025Q3: 55,386 shares; 2025Q4: 55,294 shares 55,294 $1.5M 0.07% -92 Timeline MCHI 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.5M 0.07% 0 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 405 shares; 2025Q4: 440 shares 440 $1.49M 0.07% +35 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: 122 shares; 2024Q4: 134 shares; 2025Q1: 263 shares; 2025Q2: 259 shares; 2025Q3: 272 shares; 2025Q4: 257 shares 257 $1.38M 0.07% -15 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,366 shares; 2024Q4: 14,136 shares; 2025Q1: 14,455 shares; 2025Q2: 31,595 shares; 2025Q3: 30,844 shares; 2025Q4: 15,890 shares 15,890 $1.37M 0.07% -14,954 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,888 shares; 2024Q4: 11,684 shares; 2025Q1: 10,778 shares; 2025Q2: 10,661 shares; 2025Q3: 10,824 shares; 2025Q4: 10,300 shares 10,300 $1.37M 0.07% -524 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: 791 shares; 2024Q4: 745 shares; 2025Q1: 836 shares; 2025Q2: 1,371 shares; 2025Q3: 1,724 shares; 2025Q4: 1,588 shares 1,588 $1.35M 0.06% -136 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 300,000 shares; 2025Q2: 300,000 shares; 2025Q3: 300,000 shares; 2025Q4: 300,000 shares 300,000 $1.35M 0.06% 0 Timeline IGSB 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: 24,785 shares; 2024Q4: 25,130 shares; 2025Q1: 25,130 shares; 2025Q2: 25,130 shares; 2025Q3: 25,130 shares; 2025Q4: 25,130 shares 25,130 $1.33M 0.06% 0 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: 1,613 shares; 2024Q4: 1,677 shares; 2025Q1: 1,743 shares; 2025Q2: 1,552 shares; 2025Q3: 1,487 shares; 2025Q4: 1,466 shares 1,466 $1.29M 0.06% -21 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: 22,264 shares; 2024Q4: 15,160 shares; 2025Q1: 10,105 shares; 2025Q2: 8,603 shares; 2025Q3: 11,117 shares; 2025Q4: 6,005 shares 6,005 $1.29M 0.06% -5,112 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,977 shares 5,977 $1.28M 0.06% new 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: 60,553 shares; 2024Q4: 27,525 shares; 2025Q1: 28,518 shares; 2025Q2: 24,216 shares; 2025Q3: 23,298 shares; 2025Q4: 22,942 shares 22,942 $1.26M 0.06% -356 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,705 shares; 2024Q4: 33,307 shares; 2025Q1: 20,400 shares; 2025Q2: 22,028 shares; 2025Q3: 22,421 shares; 2025Q4: 50,159 shares 50,159 $1.25M 0.06% +27,738 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: 3,108 shares; 2024Q4: 1,312 shares; 2025Q1: 742 shares; 2025Q2: 345 shares; 2025Q3: 3,672 shares; 2025Q4: 3,568 shares 3,568 $1.18M 0.06% -104 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,194 shares; 2024Q4: 24,623 shares; 2025Q1: 24,924 shares; 2025Q2: 27,395 shares; 2025Q3: 27,115 shares; 2025Q4: 27,031 shares 27,031 $1.17M 0.06% -84 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $1.14M 0.05% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 12,393 shares; 2025Q1: 12,516 shares; 2025Q2: 13,366 shares; 2025Q3: 12,895 shares; 2025Q4: 12,899 shares 12,899 $1.13M 0.05% +4 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,153 shares; 2025Q1: 6,973 shares; 2025Q2: 7,125 shares; 2025Q3: 6,865 shares; 2025Q4: 3,719 shares 3,719 $1.12M 0.05% -3,146 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,700 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 21,575 shares; 2025Q3: 24,575 shares; 2025Q4: 17,187 shares 17,187 $1.12M 0.05% -7,388 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 7,085 shares; 2025Q1: 7,085 shares; 2025Q2: 7,085 shares; 2025Q3: 7,085 shares; 2025Q4: 7,085 shares 7,085 $999K 0.05% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,540 shares; 2025Q1: 10,545 shares; 2025Q2: 11,353 shares; 2025Q3: 11,084 shares; 2025Q4: 10,876 shares 10,876 $917K 0.04% -208 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: 6,317 shares; 2024Q4: 6,237 shares; 2025Q1: 5,876 shares; 2025Q2: 5,747 shares; 2025Q3: 3,171 shares; 2025Q4: 2,961 shares 2,961 $906K 0.04% -210 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,200 shares; 2024Q4: 84,200 shares; 2025Q1: 58,150 shares; 2025Q2: 65,350 shares; 2025Q3: 27,000 shares; 2025Q4: 14,400 shares 14,400 $899K 0.04% -12,600 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $877K 0.04% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 9,900 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares 8,700 $838K 0.04% 0 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: 136 shares; 2024Q4: 171 shares; 2025Q1: 948 shares; 2025Q2: 975 shares; 2025Q3: 1,001 shares; 2025Q4: 820 shares 820 $828K 0.04% -181 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: 11,627 shares; 2024Q4: 14,127 shares; 2025Q1: 14,127 shares; 2025Q2: 9,077 shares; 2025Q3: 9,077 shares; 2025Q4: 18,154 shares 18,154 $812K 0.04% +9,077 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: 11,110 shares; 2024Q4: 7,110 shares; 2025Q1: 7,050 shares; 2025Q2: 7,000 shares; 2025Q3: 7,379 shares; 2025Q4: 4,744 shares 4,744 $811K 0.04% -2,635 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,341 shares; 2024Q4: 23,165 shares; 2025Q1: 36,215 shares; 2025Q2: 24,030 shares; 2025Q3: 23,556 shares; 2025Q4: 12,207 shares 12,207 $795K 0.04% -11,349 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: 3,349 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,349 shares; 2025Q3: 2,626 shares; 2025Q4: 2,569 shares 2,569 $760K 0.04% -57 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $758K 0.04% 0 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: 4,294 shares; 2024Q4: 4,217 shares; 2025Q1: 4,234 shares; 2025Q2: 4,029 shares; 2025Q3: 3,899 shares; 2025Q4: 3,567 shares 3,567 $738K 0.04% -332 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: 37,570 shares; 2024Q4: 12,720 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,300 shares 7,300 $726K 0.03% +280 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,937 shares; 2024Q4: 29,597 shares; 2025Q1: 29,742 shares; 2025Q2: 25,871 shares; 2025Q3: 9,557 shares; 2025Q4: 9,448 shares 9,448 $713K 0.03% -109 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: 2,440 shares; 2024Q4: 2,839 shares; 2025Q1: 3,868 shares; 2025Q2: 4,588 shares; 2025Q3: 4,460 shares; 2025Q4: 4,466 shares 4,466 $692K 0.03% +6 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 700 shares; 2025Q4: 17,186 shares 17,186 $691K 0.03% +16,486 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: 9,275 shares; 2024Q4: 9,114 shares; 2025Q1: 8,498 shares; 2025Q2: 3,657 shares; 2025Q3: 4,119 shares; 2025Q4: 5,675 shares 5,675 $683K 0.03% +1,556 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 3,837 shares 3,837 $673K 0.03% -413 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: 2,694 shares; 2024Q4: 2,714 shares; 2025Q1: 3,754 shares; 2025Q2: 2,946 shares; 2025Q3: 10,089 shares; 2025Q4: 9,487 shares 9,487 $664K 0.03% -602 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: 945 shares; 2024Q4: 1,030 shares; 2025Q1: 1,120 shares; 2025Q2: 1,021 shares; 2025Q3: 1,898 shares; 2025Q4: 1,841 shares 1,841 $634K 0.03% -57 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,236 shares; 2024Q4: 14,416 shares; 2025Q1: 12,684 shares; 2025Q2: 10,254 shares; 2025Q3: 9,854 shares; 2025Q4: 10,128 shares 10,128 $630K 0.03% +274 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $603K 0.03% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 1,100 shares; 2025Q4: 4,000 shares 4,000 $579K 0.03% +2,900 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,370 shares; 2025Q1: 3,320 shares; 2025Q2: 4,420 shares; 2025Q3: 4,695 shares; 2025Q4: 5,545 shares 5,545 $554K 0.03% +850 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 12,040 shares; 2025Q4: 12,040 shares 12,040 $553K 0.03% 0 Timeline AISPW AIRSHIP AI HLDGS INC More: the full row for AIRSHIP AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 675,000 shares; 2025Q2: 675,000 shares; 2025Q3: 675,000 shares; 2025Q4: 675,000 shares 675,000 $540K 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,333 shares; 2025Q1: 1,132 shares; 2025Q2: 1,086 shares; 2025Q3: 950 shares; 2025Q4: 691 shares 691 $530K 0.03% -259 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,253 shares; 2025Q4: 1,197 shares 1,197 $510K 0.02% -56 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: 2,138 shares; 2024Q4: 2,076 shares; 2025Q1: 1,955 shares; 2025Q2: 8,157 shares; 2025Q3: 7,989 shares; 2025Q4: 7,569 shares 7,569 $508K 0.02% -420 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: 1,280 shares; 2024Q4: 1,000 shares; 2025Q1: 1,224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,200 shares 5,200 $508K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,600 shares 2,600 $503K 0.02% +100 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: 3,980 shares; 2024Q4: 3,860 shares; 2025Q1: 3,740 shares; 2025Q2: 4,070 shares; 2025Q3: 3,740 shares; 2025Q4: 4,722 shares 4,722 $499K 0.02% +982 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 1,705 shares; 2025Q1: 3,611 shares; 2025Q2: 5,683 shares; 2025Q3: 5,683 shares; 2025Q4: 6,123 shares 6,123 $488K 0.02% +440 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,055 shares 9,055 $481K 0.02% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,528 shares; 2024Q4: 40,209 shares; 2025Q1: 40,455 shares; 2025Q2: 44,095 shares; 2025Q3: 30,002 shares; 2025Q4: 30,472 shares 30,472 $457K 0.02% +470 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265 $448K 0.02% 0 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: 12,363 shares; 2024Q4: 13,613 shares; 2025Q1: 13,613 shares; 2025Q2: 11,538 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $442K 0.02% 0 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST 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: 24,180 shares; 2025Q2: 24,180 shares; 2025Q3: 24,180 shares; 2025Q4: 24,180 shares 24,180 $441K 0.02% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,018 shares; 2025Q1: 3,037 shares; 2025Q2: 3,321 shares; 2025Q3: 3,246 shares; 2025Q4: 3,215 shares 3,215 $427K 0.02% -31 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: 1,297 shares; 2024Q4: 1,548 shares; 2025Q1: 1,576 shares; 2025Q2: 1,389 shares; 2025Q3: 1,188 shares; 2025Q4: 1,146 shares 1,146 $425K 0.02% -42 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 75,000 shares 75,000 $424K 0.02% -10,000 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 7,900 shares; 2025Q1: 7,900 shares; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares 7,900 $403K 0.02% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,866 shares 3,866 $398K 0.02% new Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 9,278 shares; 2025Q1: 9,371 shares; 2025Q2: 38,532 shares; 2025Q3: 39,527 shares; 2025Q4: 11,721 shares 11,721 $384K 0.02% -27,806 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,675 shares; 2025Q1: 8,101 shares; 2025Q2: 8,108 shares; 2025Q3: 8,316 shares; 2025Q4: 1,468 shares 1,468 $384K 0.02% -6,848 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: 1,241 shares; 2024Q4: 1,327 shares; 2025Q1: 1,571 shares; 2025Q2: 2,526 shares; 2025Q3: 2,185 shares; 2025Q4: 2,435 shares 2,435 $378K 0.02% +250 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,300 shares; 2025Q1: 32,375 shares; 2025Q2: 10,410 shares; 2025Q3: 16,810 shares; 2025Q4: 5,820 shares 5,820 $376K 0.02% -10,990 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,708 shares; 2024Q4: 391,332 shares; 2025Q1: 368,714 shares; 2025Q2: 22,565 shares; 2025Q3: 27,012 shares; 2025Q4: 38,567 shares 38,567 $365K 0.02% +11,555 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 322 shares; 2025Q2: 422 shares; 2025Q3: 686 shares; 2025Q4: 686 shares 686 $333K 0.02% 0 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: 4,710 shares; 2024Q4: 13,523 shares; 2025Q1: 14,408 shares; 2025Q2: 15,040 shares; 2025Q3: 17,250 shares; 2025Q4: 2,291 shares 2,291 $328K 0.02% -14,959 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,005 shares; 2024Q4: 31,005 shares; 2025Q1: 31,005 shares; 2025Q2: 29,505 shares; 2025Q3: 21,505 shares; 2025Q4: 8,571 shares 8,571 $317K 0.02% -12,934 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $315K 0.02% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 7,029 shares; 2025Q4: 6,433 shares 6,433 $312K 0.01% -596 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: 5,600 shares; 2024Q4: 5,518 shares; 2025Q1: 4,682 shares; 2025Q2: 3,944 shares; 2025Q3: 3,998 shares; 2025Q4: 3,845 shares 3,845 $309K 0.01% -153 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 1,302 shares 1,302 $298K 0.01% new Timeline ZOOZ ZOOZ STRATEGY LTD More: the full row for ZOOZ STRATEGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,999 shares; 2024Q4: 721,999 shares; 2025Q1: 721,999 shares; 2025Q2: 721,999 shares; 2025Q3: 721,999 shares; 2025Q4: 721,999 shares 721,999 $295K 0.01% 0 Timeline CXSE 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $281K 0.01% 0 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares 956 $281K 0.01% 0 Timeline UMMA 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: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares 9,450 $280K 0.01% 0 Timeline AIQ 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: 250 shares; 2025Q2: 500 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $267K 0.01% 0 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: 2,230 shares; 2024Q4: 3,506 shares; 2025Q1: 3,831 shares; 2025Q2: 2,785 shares; 2025Q3: 2,378 shares; 2025Q4: 2,218 shares 2,218 $259K 0.01% -160 Timeline AIRR 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: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 2,625 shares 2,625 $258K 0.01% -975 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 9,910 shares; 2025Q1: 10,017 shares; 2025Q2: 11,169 shares; 2025Q3: 10,890 shares; 2025Q4: 10,700 shares 10,700 $252K 0.01% -190 Timeline FLOT 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: 20,900 shares; 2024Q4: 21,150 shares; 2025Q1: 23,260 shares; 2025Q2: 23,760 shares; 2025Q3: 23,260 shares; 2025Q4: 22,860 shares 22,860 $248K 0.01% -400 Timeline AUDC AUDIOCODES LTD More: the full row for AUDIOCODES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,114 shares; 2024Q4: 21,545 shares; 2025Q1: 19,689 shares; 2025Q2: 19,797 shares; 2025Q3: not reported; 2025Q4: 27,552 shares 27,552 $239K 0.01% new 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: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,130 shares; 2025Q2: 2,700 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $235K 0.01% 0 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: 1,171 shares; 2024Q4: 1,369 shares; 2025Q1: 1,408 shares; 2025Q2: 1,317 shares; 2025Q3: 1,230 shares; 2025Q4: 1,025 shares 1,025 $234K 0.01% -205 Timeline IGIB 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: 1,200 shares; 2025Q2: 4,450 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $232K 0.01% 0 Timeline IHE 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $229K 0.01% 0 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: 1,799 shares; 2024Q4: 2,343 shares; 2025Q1: 2,467 shares; 2025Q2: 2,460 shares; 2025Q3: 2,004 shares; 2025Q4: 1,982 shares 1,982 $224K 0.01% -22 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: 1,099 shares; 2024Q4: 1,934 shares; 2025Q1: 2,147 shares; 2025Q2: 1,638 shares; 2025Q3: 1,335 shares; 2025Q4: 1,251 shares 1,251 $222K 0.01% -84 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,050 shares; 2024Q4: 117,270 shares; 2025Q1: 40,293 shares; 2025Q2: 38,423 shares; 2025Q3: 19,749 shares; 2025Q4: 1,824 shares 1,824 $218K 0.01% -17,925 Timeline INDA 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: 3,850 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares 3,970 $215K 0.01% 0 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: 2,261 shares; 2024Q4: 4,413 shares; 2025Q1: 4,862 shares; 2025Q2: 3,203 shares; 2025Q3: 2,721 shares; 2025Q4: 2,263 shares 2,263 $211K 0.01% -458 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 855 shares; 2025Q3: 916 shares; 2025Q4: 1,250 shares 1,250 $202K 0.01% +334 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,303 shares; 2024Q4: 67,209 shares; 2025Q1: 49,307 shares; 2025Q2: 54,306 shares; 2025Q3: 53,513 shares; 2025Q4: 53,005 shares 53,005 $201K 0.01% -508 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: not reported; 2024Q4: 3,200 shares; 2025Q1: 2,550 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 2,490 shares 2,490 $198K 0.01% +1,450 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: 1,535 shares; 2024Q4: 1,735 shares; 2025Q1: 2,175 shares; 2025Q2: 4,005 shares; 2025Q3: 3,145 shares; 2025Q4: 2,520 shares 2,520 $196K 0.01% -625 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 851 shares; 2025Q1: 936 shares; 2025Q2: 1,344 shares; 2025Q3: 1,081 shares; 2025Q4: 909 shares 909 $195K 0.01% -172 Timeline NABL N-ABLE INC More: the full row for N-ABLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,666 shares; 2024Q4: 16,545 shares; 2025Q1: 16,935 shares; 2025Q2: 25,589 shares; 2025Q3: 24,732 shares; 2025Q4: 24,624 shares 24,624 $184K 0.01% -108 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $184K 0.01% 0 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,214 shares; 2025Q1: 5,839 shares; 2025Q2: 8,686 shares; 2025Q3: 9,625 shares; 2025Q4: 11,307 shares 11,307 $172K 0.01% +1,682 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $167K 0.01% 0 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $166K 0.01% 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 805 shares; 2025Q2: 1,275 shares; 2025Q3: 805 shares; 2025Q4: 805 shares 805 $154K 0.01% 0 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: 3,881 shares; 2024Q4: 3,161 shares; 2025Q1: 2,952 shares; 2025Q2: 2,681 shares; 2025Q3: 2,106 shares; 2025Q4: 950 shares 950 $154K 0.01% -1,156 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: 4,017 shares; 2024Q4: 3,741 shares; 2025Q1: 3,617 shares; 2025Q2: 4,516 shares; 2025Q3: 3,533 shares; 2025Q4: 2,627 shares 2,627 $154K 0.01% -906 Timeline FBYDW FALCONS BEYOND GLOBAL INC More: the full row for FALCONS BEYOND GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares 75,000 $152K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,386 shares; 2025Q1: 1,550 shares; 2025Q2: 1,621 shares; 2025Q3: 1,699 shares; 2025Q4: 1,314 shares 1,314 $148K 0.01% -385 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: 907 shares; 2024Q4: 1,259 shares; 2025Q1: 1,321 shares; 2025Q2: 1,582 shares; 2025Q3: 2,200 shares; 2025Q4: 1,437 shares 1,437 $143K 0.01% -763 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: 1,711 shares; 2024Q4: 1,681 shares; 2025Q1: 661 shares; 2025Q2: 1,011 shares; 2025Q3: 661 shares; 2025Q4: 1,180 shares 1,180 $141K 0.01% +519 Timeline FXO 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: 4,500 shares; 2025Q1: 3,500 shares; 2025Q2: 4,200 shares; 2025Q3: 4,000 shares; 2025Q4: 2,316 shares 2,316 $140K 0.01% -1,684 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 4,411 shares; 2025Q1: 5,258 shares; 2025Q2: 6,572 shares; 2025Q3: 10,562 shares; 2025Q4: 7,910 shares 7,910 $137K 0.01% -2,652 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 904 shares; 2025Q1: 767 shares; 2025Q2: 885 shares; 2025Q3: 959 shares; 2025Q4: 739 shares 739 $137K 0.01% -220 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: 212 shares; 2024Q4: 474 shares; 2025Q1: 540 shares; 2025Q2: 678 shares; 2025Q3: 588 shares; 2025Q4: 549 shares 549 $133K 0.01% -39 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: 3,335 shares; 2024Q4: 3,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,234 shares; 2025Q4: 2,463 shares 2,463 $133K 0.01% -771 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: 5,409 shares; 2024Q4: 4,359 shares; 2025Q1: 4,520 shares; 2025Q2: 5,654 shares; 2025Q3: 4,383 shares; 2025Q4: 3,256 shares 3,256 $133K 0.01% -1,127 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $132K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,668 shares; 2025Q2: 9,575 shares; 2025Q3: 10,921 shares; 2025Q4: 8,165 shares 8,165 $131K 0.01% -2,756 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,695 shares; 2025Q1: 7,275 shares; 2025Q2: 9,078 shares; 2025Q3: 9,464 shares; 2025Q4: 7,096 shares 7,096 $128K 0.01% -2,368 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: 3,371 shares; 2024Q4: 3,375 shares; 2025Q1: 1,517 shares; 2025Q2: 2,667 shares; 2025Q3: 2,676 shares; 2025Q4: 1,647 shares 1,647 $127K 0.01% -1,029 Timeline SPSB 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: 1,780 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 4,460 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares 4,080 $123K 0.01% 0 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: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 1,845 shares 1,845 $123K 0.01% 0 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: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 114 shares 114 $122K 0.01% +80 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,497 shares; 2025Q1: 2,888 shares; 2025Q2: 3,609 shares; 2025Q3: 2,842 shares; 2025Q4: 2,142 shares 2,142 $121K 0.01% -700 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: 950 shares; 2024Q4: 953 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $121K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $118K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 3,992 shares; 2025Q1: 4,806 shares; 2025Q2: 5,999 shares; 2025Q3: 6,650 shares; 2025Q4: 4,831 shares 4,831 $117K 0.01% -1,819 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: 205 shares; 2024Q4: 392 shares; 2025Q1: 447 shares; 2025Q2: 290 shares; 2025Q3: 332 shares; 2025Q4: 224 shares 224 $117K 0.01% -108 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: 5,534 shares; 2024Q4: 4,520 shares; 2025Q1: 4,999 shares; 2025Q2: 4,022 shares; 2025Q3: 3,519 shares; 2025Q4: 1,994 shares 1,994 $116K 0.01% -1,525 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: 362 shares; 2024Q4: 346 shares; 2025Q1: 307 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $113K 0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 13,695 shares; 2025Q1: 3,794 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,000 shares 1,000 $113K 0.01% -144 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 3,251 shares; 2025Q1: 3,951 shares; 2025Q2: 5,251 shares; 2025Q3: 5,701 shares; 2025Q4: 3,201 shares 3,201 $113K 0.01% -2,500 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: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 450 shares 450 $111K 0.01% +250 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,443 shares; 2025Q4: 1,082 shares 1,082 $109K 0.01% -361 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,395 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares 2,245 $108K 0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 13,466 shares; 2025Q1: 14,505 shares; 2025Q2: 18,178 shares; 2025Q3: 17,052 shares; 2025Q4: 12,787 shares 12,787 $107K 0.01% -4,265 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 2,802 shares; 2025Q1: 2,493 shares; 2025Q2: 3,115 shares; 2025Q3: 2,414 shares; 2025Q4: 1,812 shares 1,812 $106K 0.01% -602 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: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $106K 0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 600 shares; 2025Q3: 300 shares; 2025Q4: 2,150 shares 2,150 $106K 0.01% +1,850 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: 1,933 shares; 2024Q4: 2,076 shares; 2025Q1: 2,362 shares; 2025Q2: 2,956 shares; 2025Q3: 2,066 shares; 2025Q4: 1,554 shares 1,554 $105K 0.01% -512 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,814 shares; 2025Q1: 2,893 shares; 2025Q2: 3,617 shares; 2025Q3: 3,061 shares; 2025Q4: 2,305 shares 2,305 $103K <0.01% -756 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,626 shares; 2025Q1: 2,070 shares; 2025Q2: 2,593 shares; 2025Q3: 1,532 shares; 2025Q4: 1,140 shares 1,140 $101K <0.01% -392 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 5,104 shares; 2025Q1: 5,263 shares; 2025Q2: 6,579 shares; 2025Q3: 4,682 shares; 2025Q4: 3,560 shares 3,560 $101K <0.01% -1,122 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: 1,829 shares; 2024Q4: 1,534 shares; 2025Q1: 1,008 shares; 2025Q2: 1,260 shares; 2025Q3: 1,835 shares; 2025Q4: 1,375 shares 1,375 $101K <0.01% -460 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $97.2K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 18,317 shares; 2025Q2: 18,525 shares; 2025Q3: 6,357 shares; 2025Q4: 4,788 shares 4,788 $97.1K <0.01% -1,569 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: 327 shares; 2024Q4: 716 shares; 2025Q1: 1,010 shares; 2025Q2: 531 shares; 2025Q3: 468 shares; 2025Q4: 423 shares 423 $96.3K <0.01% -45 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: 860 shares; 2024Q4: 923 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,161 shares 1,161 $95.4K <0.01% -383 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: 1,293 shares; 2024Q4: 1,518 shares; 2025Q1: 1,648 shares; 2025Q2: 2,061 shares; 2025Q3: 2,747 shares; 2025Q4: 2,040 shares 2,040 $94.9K <0.01% -707 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 5,211 shares; 2025Q2: 4,950 shares; 2025Q3: 5,100 shares; 2025Q4: 2,800 shares 2,800 $94.7K <0.01% -2,300 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares 1,012 $94.5K <0.01% 0 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: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 1,318 shares; 2025Q3: 1,098 shares; 2025Q4: 2,196 shares 2,196 $94.1K <0.01% +1,098 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: 8,691 shares; 2024Q4: 7,211 shares; 2025Q1: 3,706 shares; 2025Q2: 4,630 shares; 2025Q3: 4,379 shares; 2025Q4: 3,268 shares 3,268 $89.8K <0.01% -1,111 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: 152 shares; 2024Q4: not reported; 2025Q1: 1,253 shares; 2025Q2: 1,379 shares; 2025Q3: 1,103 shares; 2025Q4: 777 shares 777 $89.6K <0.01% -326 Timeline VIS 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: 610 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $89.5K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,274 shares; 2025Q1: 1,771 shares; 2025Q2: 2,217 shares; 2025Q3: 1,628 shares; 2025Q4: 1,234 shares 1,234 $89.5K <0.01% -394 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares 310 $89.2K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 888 shares; 2025Q1: 1,017 shares; 2025Q2: 1,268 shares; 2025Q3: 1,198 shares; 2025Q4: 903 shares 903 $88.3K <0.01% -295 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,500 shares; 2024Q4: 77,150 shares; 2025Q1: 70,788 shares; 2025Q2: 17,250 shares; 2025Q3: 17,250 shares; 2025Q4: 8,350 shares 8,350 $87.2K <0.01% -8,900 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,566 shares; 2025Q1: 3,661 shares; 2025Q2: 3,037 shares; 2025Q3: 2,300 shares; 2025Q4: 1,308 shares 1,308 $86.9K <0.01% -992 Timeline IAK 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $85.8K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,306 shares; 2025Q4: 3,226 shares 3,226 $84.9K <0.01% -1,080 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,461 shares; 2025Q1: 1,294 shares; 2025Q2: 1,620 shares; 2025Q3: 1,254 shares; 2025Q4: 946 shares 946 $83.9K <0.01% -308 Timeline VOOV 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares 388 $79.5K <0.01% 0 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: 2,779 shares; 2024Q4: 3,119 shares; 2025Q1: 2,731 shares; 2025Q2: 3,420 shares; 2025Q3: 2,688 shares; 2025Q4: 1,814 shares 1,814 $79.1K <0.01% -874 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: 9,150 shares; 2024Q4: 8,095 shares; 2025Q1: 5,735 shares; 2025Q2: 7,175 shares; 2025Q3: 4,200 shares; 2025Q4: 3,138 shares 3,138 $77.9K <0.01% -1,062 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: 624 shares; 2024Q4: 858 shares; 2025Q1: 584 shares; 2025Q2: 654 shares; 2025Q3: 667 shares; 2025Q4: 392 shares 392 $76.7K <0.01% -275 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 9,090 shares; 2025Q1: 7,270 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 2,300 shares 2,300 $73.7K <0.01% -800 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $73.5K <0.01% 0 Timeline IHF 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: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares 1,490 $71.4K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 443 shares; 2025Q1: 504 shares; 2025Q2: 327 shares; 2025Q3: 288 shares; 2025Q4: 260 shares 260 $71K <0.01% -28 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 703 shares 703 $70.9K <0.01% -236 Timeline IEUR 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: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares 984 $70K <0.01% 0 Timeline IGM 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 529 shares 529 $68.4K <0.01% +79 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares 810 $68.3K <0.01% 0 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: 303 shares; 2024Q4: 713 shares; 2025Q1: 812 shares; 2025Q2: 528 shares; 2025Q3: 456 shares; 2025Q4: 411 shares 411 $66.6K <0.01% -45 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares 680 $65.9K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares 385 $65K <0.01% 0 Timeline WILCF G WILLI FOOD INTL LTD More: the full row for G WILLI FOOD INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,005 shares; 2025Q1: 3,240 shares; 2025Q2: 2,590 shares; 2025Q3: 2,376 shares; 2025Q4: 2,167 shares 2,167 $63.3K <0.01% -209 Timeline EIS 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: 520 shares; 2024Q4: 470 shares; 2025Q1: 770 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 612 shares 612 $60.6K <0.01% -220 Timeline IYG 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 650 shares; 2025Q2: 1,000 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $60K <0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $59.9K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 491 shares; 2025Q1: 559 shares; 2025Q2: 364 shares; 2025Q3: 315 shares; 2025Q4: 283 shares 283 $59.1K <0.01% -32 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632 shares 632 $58.4K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 298 shares 298 $53K <0.01% -310 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 461 shares; 2025Q1: 483 shares; 2025Q2: 405 shares; 2025Q3: 312 shares; 2025Q4: 176 shares 176 $53K <0.01% -136 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: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 39 shares; 2025Q4: 25 shares 25 $50.5K <0.01% -14 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: 35 shares; 2024Q4: 885 shares; 2025Q1: 548 shares; 2025Q2: 430 shares; 2025Q3: 524 shares; 2025Q4: 438 shares 438 $50K <0.01% -86 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares 5,489 $49.9K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 541 shares; 2025Q1: 619 shares; 2025Q2: 402 shares; 2025Q3: 361 shares; 2025Q4: 335 shares 335 $48.5K <0.01% -26 Timeline TIP 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: 370 shares; 2024Q4: 370 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $47.3K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 280 shares; 2025Q1: 319 shares; 2025Q2: 207 shares; 2025Q3: 181 shares; 2025Q4: 161 shares 161 $46.7K <0.01% -20 Timeline MOAT 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $46.6K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 6,949 shares; 2025Q1: 1,716 shares; 2025Q2: 1,415 shares; 2025Q3: 1,070 shares; 2025Q4: 598 shares 598 $46.3K <0.01% -472 Timeline QLTA 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 955 shares; 2025Q2: 1,582 shares; 2025Q3: 955 shares; 2025Q4: 955 shares 955 $45.9K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,691 shares; 2025Q1: 1,754 shares; 2025Q2: 1,563 shares; 2025Q3: 1,174 shares; 2025Q4: 596 shares 596 $44.4K <0.01% -578 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: 8,069 shares; 2024Q4: 7,739 shares; 2025Q1: 7,685 shares; 2025Q2: 4,115 shares; 2025Q3: 665 shares; 2025Q4: 550 shares 550 $44.3K <0.01% -115 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 96 shares; 2025Q4: 75 shares 75 $42.9K <0.01% -21 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: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 496 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $42.5K <0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $42K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $40.1K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares 508 $40K <0.01% 0 Timeline URTH 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: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $39.9K <0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $39.6K <0.01% 0 Timeline FEZ 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $38.8K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 165 shares 165 $37.3K <0.01% -5 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 872 shares; 2025Q1: 1,420 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares 1,122 $36.6K <0.01% 0 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,008 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares 1,504 $35.4K <0.01% 0 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: 1,742 shares; 2024Q4: 1,585 shares; 2025Q1: 1,131 shares; 2025Q2: 542 shares; 2025Q3: 1,819 shares; 2025Q4: 1,554 shares 1,554 $33.9K <0.01% -265 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 380 shares; 2025Q3: 346 shares; 2025Q4: 346 shares 346 $33.7K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 785 shares; 2025Q1: 892 shares; 2025Q2: 579 shares; 2025Q3: 463 shares; 2025Q4: 389 shares 389 $33.4K <0.01% -74 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $33.1K <0.01% 0 Timeline PPA 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 205 shares 205 $32.1K <0.01% +180 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: 359 shares; 2024Q4: 359 shares; 2025Q1: 194 shares; 2025Q2: 222 shares; 2025Q3: 166 shares; 2025Q4: 166 shares 166 $31.7K <0.01% 0 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: 342 shares; 2024Q4: 718 shares; 2025Q1: 818 shares; 2025Q2: 532 shares; 2025Q3: 451 shares; 2025Q4: 399 shares 399 $31.5K <0.01% -52 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 7,630 shares; 2025Q4: 240 shares 240 $31.2K <0.01% -7,390 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $29.9K <0.01% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $29.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 18,364 shares 18,364 $28.4K <0.01% +18,224 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 648 shares; 2025Q2: 720 shares; 2025Q3: 460 shares; 2025Q4: 460 shares 460 $27.3K <0.01% 0 Timeline XHE 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: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 454 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307 $27.1K <0.01% 0 Timeline FDN 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $26.9K <0.01% 0 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: 207 shares; 2024Q4: 467 shares; 2025Q1: 815 shares; 2025Q2: 345 shares; 2025Q3: 299 shares; 2025Q4: 260 shares 260 $24.9K <0.01% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares 215 $24K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 199 shares; 2025Q1: 205 shares; 2025Q2: 180 shares; 2025Q3: 157 shares; 2025Q4: 129 shares 129 $22.8K <0.01% -28 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: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48 $22.7K <0.01% 0 Timeline LMBS 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: 573 shares; 2024Q4: 573 shares; 2025Q1: 683 shares; 2025Q2: 1,596 shares; 2025Q3: 1,023 shares; 2025Q4: 450 shares 450 $22.5K <0.01% -573 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: 227 shares; 2024Q4: 480 shares; 2025Q1: 548 shares; 2025Q2: 356 shares; 2025Q3: 305 shares; 2025Q4: 260 shares 260 $21.7K <0.01% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,021 shares 8,021 $21.5K <0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $21.4K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 321 shares 321 $20.6K <0.01% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,143 shares 10,143 $20.1K <0.01% new 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: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $19.8K <0.01% 0 Timeline GRID 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $18.5K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $18.4K <0.01% 0 Timeline KBE 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $18.2K <0.01% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $17.8K <0.01% 0 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: 205 shares; 2024Q4: 258 shares; 2025Q1: 283 shares; 2025Q2: 91 shares; 2025Q3: 130 shares; 2025Q4: 426 shares 426 $17.8K <0.01% +296 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: 155 shares; 2024Q4: 389 shares; 2025Q1: 414 shares; 2025Q2: 68 shares; 2025Q3: 96 shares; 2025Q4: 56 shares 56 $17.3K <0.01% -40 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: 145 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $17.1K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 2,150 shares; 2025Q3: 386 shares; 2025Q4: 386 shares 386 $16.8K <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $16.6K <0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $16.6K <0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 273 shares; 2025Q4: 60 shares 60 $15.4K <0.01% -213 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: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 769 shares; 2025Q4: 400 shares 400 $15.2K <0.01% -369 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 134 shares; 2025Q4: 90 shares 90 $14.7K <0.01% -44 Timeline DGRO 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: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $13.9K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 1,238 shares; 2025Q1: 1,406 shares; 2025Q2: 913 shares; 2025Q3: 798 shares; 2025Q4: 670 shares 670 $13.8K <0.01% -128 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 112 shares; 2025Q1: 124 shares; 2025Q2: 42 shares; 2025Q3: 288 shares; 2025Q4: 73 shares 73 $13.6K <0.01% -215 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,609 shares 6,609 $13.5K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 1,396 shares; 2024Q4: 1,240 shares; 2025Q1: 1,529 shares; 2025Q2: 1,360 shares; 2025Q3: 141 shares; 2025Q4: 82 shares 82 $13.3K <0.01% -59 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 240 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $13.2K <0.01% 0 Timeline IBDT 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $12.7K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $12.1K <0.01% 0 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: 5,422 shares; 2024Q4: 4,718 shares; 2025Q1: 3,123 shares; 2025Q2: 981 shares; 2025Q3: 542 shares; 2025Q4: 33 shares 33 $11.6K <0.01% -509 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $11.5K <0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $11.4K <0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 485 shares; 2025Q1: 488 shares; 2025Q2: 429 shares; 2025Q3: 319 shares; 2025Q4: 160 shares 160 $10.1K <0.01% -159 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 415 shares; 2025Q2: 192 shares; 2025Q3: 237 shares; 2025Q4: 80 shares 80 $10K <0.01% -157 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $9.93K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,790 shares; 2025Q1: 424 shares; 2025Q2: 779 shares; 2025Q3: 520 shares; 2025Q4: 338 shares 338 $9.82K <0.01% -182 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 606 shares; 2025Q1: 677 shares; 2025Q2: 475 shares; 2025Q3: 430 shares; 2025Q4: 425 shares 425 $9.81K <0.01% -5 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $9.62K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 90 shares; 2025Q1: 103 shares; 2025Q2: 66 shares; 2025Q3: 56 shares; 2025Q4: 52 shares 52 $9.49K <0.01% -4 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 214 shares; 2025Q1: 213 shares; 2025Q2: 166 shares; 2025Q3: 124 shares; 2025Q4: 62 shares 62 $9.24K <0.01% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 68 shares; 2025Q4: 40 shares 40 $8.69K <0.01% -28 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: 3,361 shares; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 62 shares 62 $8.41K <0.01% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,643 shares 19,643 $8.17K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,826 shares 4,826 $7.72K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $7.54K <0.01% 0 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,534 shares; 2025Q1: 750 shares; 2025Q2: 1,383 shares; 2025Q3: 1,029 shares; 2025Q4: 532 shares 532 $7.52K <0.01% -497 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,002 shares 8,002 $7.46K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 65,109 shares 65,109 $7.4K +64,611 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 1,213 shares; 2024Q4: 1,449 shares; 2025Q1: 1,311 shares; 2025Q2: 1,370 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $7.25K <0.01% 0 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,650 shares; 2025Q1: 774 shares; 2025Q2: 1,316 shares; 2025Q3: 979 shares; 2025Q4: 490 shares 490 $7.25K <0.01% -489 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,824 shares 10,824 $7.19K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 671 shares; 2025Q1: 683 shares; 2025Q2: 606 shares; 2025Q3: 452 shares; 2025Q4: 226 shares 226 $7.14K <0.01% -226 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,846 shares 7,846 $7.1K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,214 shares 5,214 $6.9K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 64 shares; 2025Q3: 32 shares; 2025Q4: 32 shares 32 $6.36K <0.01% 0 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: 166 shares; 2024Q4: 565 shares; 2025Q1: 345 shares; 2025Q2: 81 shares; 2025Q3: 113 shares; 2025Q4: 65 shares 65 $6.08K <0.01% -48 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 244 shares; 2025Q2: 71 shares; 2025Q3: 99 shares; 2025Q4: 58 shares 58 $5.79K <0.01% -41 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 237 shares; 2025Q1: 240 shares; 2025Q2: 210 shares; 2025Q3: 148 shares; 2025Q4: 76 shares 76 $5.78K <0.01% -72 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,120 shares; 2024Q4: 450 shares; 2025Q1: 4,520 shares; 2025Q2: 4,120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $5.76K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,819 shares; 2025Q1: 1,852 shares; 2025Q2: 1,601 shares; 2025Q3: 563 shares; 2025Q4: 574 shares 574 $5.34K <0.01% +11 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,090 shares; 2025Q1: 973 shares; 2025Q2: 1,597 shares; 2025Q3: 545 shares; 2025Q4: 552 shares 552 $5.32K <0.01% +7 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares 109 $5.29K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares 1,663 $5.26K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,067 shares; 2025Q1: 1,099 shares; 2025Q2: 988 shares; 2025Q3: 743 shares; 2025Q4: 377 shares 377 $5.2K <0.01% -366 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,049 shares 8,049 $5.18K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 31 shares; 2025Q1: 35 shares; 2025Q2: 23 shares; 2025Q3: 20 shares; 2025Q4: 18 shares 18 $5.16K <0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 40,141 shares 40,141 $5.05K +39,834 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,448 shares 29,448 $4.88K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 90 shares; 2025Q2: 180 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $4.84K <0.01% 0 Timeline IXC 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: 288 shares; 2024Q4: 233 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $4.82K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,106 shares 5,106 $4.63K <0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $4.33K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,620 shares 4,620 $4.13K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares 2,109 $4.12K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 3,494 shares; 2024Q4: 2,704 shares; 2025Q1: 1,792 shares; 2025Q2: 2,029 shares; 2025Q3: 110 shares; 2025Q4: 65 shares 65 $3.91K <0.01% -45 Timeline TBLAW TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares 80,000 $3.8K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,626 shares 13,626 $3.73K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,513 shares 8,513 $3.63K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 13,815 shares 13,815 $3.43K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,823 shares 16,823 $3.17K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,796 shares 4,796 $2.94K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,858 shares 1,858 $2.59K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 192 shares; 2025Q2: 169 shares; 2025Q3: 137 shares; 2025Q4: 76 shares 76 $2.21K <0.01% -61 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 670 shares; 2025Q1: 628 shares; 2025Q2: 570 shares; 2025Q3: 372 shares; 2025Q4: 156 shares 156 $2.21K <0.01% -216 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,061 shares; 2025Q1: 1,714 shares; 2025Q2: 1,139 shares; 2025Q3: 768 shares; 2025Q4: 457 shares 457 $2.17K <0.01% -311 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,514 shares; 2024Q4: 1,921 shares; 2025Q1: 1,972 shares; 2025Q2: 2,100 shares; 2025Q3: 1,903 shares; 2025Q4: 378 shares 378 $2.12K <0.01% -1,525 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,105 shares 11,105 $1.92K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 872 shares; 2024Q4: 1,933 shares; 2025Q1: 4,477 shares; 2025Q2: 4,270 shares; 2025Q3: 4,112 shares; 2025Q4: 3,270 shares 3,270 $1.82K <0.01% -842 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,617 shares 2,617 $1.46K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,262 shares 7,262 $1.45K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 1,150 shares; 2025Q1: 5,903 shares; 2025Q2: 6,584 shares; 2025Q3: 5,574 shares; 2025Q4: 4,273 shares 4,273 $1.24K <0.01% -1,301 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,868 shares 4,868 $1.02K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares 12 $951 <0.01% new 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: 1,260 shares; 2024Q4: 1,282 shares; 2025Q1: 1,231 shares; 2025Q2: 1,264 shares; 2025Q3: 1,019 shares; 2025Q4: 1,841 shares 1,841 $676 +822 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 250 shares; 2024Q4: 458 shares; 2025Q1: 522 shares; 2025Q2: 339 shares; 2025Q3: 298 shares; 2025Q4: 264 shares 264 $526 <0.01% -34 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: 826 shares; 2024Q4: 1,645 shares; 2025Q1: 4,608 shares; 2025Q2: 4,636 shares; 2025Q3: 4,246 shares; 2025Q4: 3,323 shares 3,323 $513 -923 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 312 shares; 2024Q4: 394 shares; 2025Q1: 423 shares; 2025Q2: 141 shares; 2025Q3: 199 shares; 2025Q4: 1,675 shares 1,675 $458 +1,476 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 280 shares; 2025Q1: 1,398 shares; 2025Q2: 1,543 shares; 2025Q3: 1,615 shares; 2025Q4: 1,254 shares 1,254 $402 -361 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $383 <0.01% 0 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: 830 shares; 2024Q4: 1,845 shares; 2025Q1: 2,104 shares; 2025Q2: 1,366 shares; 2025Q3: 1,343 shares; 2025Q4: 1,204 shares 1,204 $377 -139 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 266 shares; 2025Q1: 301 shares; 2025Q2: 196 shares; 2025Q3: 1,566 shares; 2025Q4: 1,187 shares 1,187 $328 -379 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 3,455 shares 3,455 $302 -1,173 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 329 shares; 2025Q1: 374 shares; 2025Q2: 243 shares; 2025Q3: 212 shares; 2025Q4: 189 shares 189 $271 <0.01% -23 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 401 shares; 2025Q3: 466 shares; 2025Q4: 243 shares 243 $249 -223 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 828 shares; 2025Q1: 943 shares; 2025Q2: 613 shares; 2025Q3: 531 shares; 2025Q4: 477 shares 477 $213 <0.01% -54 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: 274 shares; 2024Q4: 606 shares; 2025Q1: 690 shares; 2025Q2: 448 shares; 2025Q3: 392 shares; 2025Q4: 353 shares 353 $205 -39 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 207 shares; 2025Q1: 235 shares; 2025Q2: 152 shares; 2025Q3: 128 shares; 2025Q4: 111 shares 111 $205 <0.01% -17 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares 567 $201 new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 846 shares; 2025Q1: 962 shares; 2025Q2: 625 shares; 2025Q3: 503 shares; 2025Q4: 495 shares 495 $198 -8 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 1,830 shares; 2025Q1: 2,081 shares; 2025Q2: 1,351 shares; 2025Q3: 1,165 shares; 2025Q4: 1,134 shares 1,134 $194 <0.01% -31 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: 423 shares; 2024Q4: 905 shares; 2025Q1: 1,030 shares; 2025Q2: 669 shares; 2025Q3: 573 shares; 2025Q4: 503 shares 503 $183 -70 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 365 shares; 2025Q1: 414 shares; 2025Q2: 269 shares; 2025Q3: 225 shares; 2025Q4: 201 shares 201 $181 <0.01% -24 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: 88 shares; 2024Q4: 193 shares; 2025Q1: 220 shares; 2025Q2: 142 shares; 2025Q3: 124 shares; 2025Q4: 111 shares 111 $178 -13 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares 707 $178 new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 113 shares; 2024Q4: 268 shares; 2025Q1: 305 shares; 2025Q2: 198 shares; 2025Q3: 172 shares; 2025Q4: 155 shares 155 $171 -17 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 271 shares; 2025Q1: 314 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 185 shares 185 $150 -19 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 114 shares; 2024Q4: 249 shares; 2025Q1: 283 shares; 2025Q2: 185 shares; 2025Q3: 154 shares; 2025Q4: 136 shares 136 $144 <0.01% -18 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 193 shares; 2025Q1: 220 shares; 2025Q2: 142 shares; 2025Q3: 123 shares; 2025Q4: 112 shares 112 $131 <0.01% -11 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 126 shares; 2025Q1: 143 shares; 2025Q2: 93 shares; 2025Q3: 78 shares; 2025Q4: 69 shares 69 $119 <0.01% -9 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: 294 shares; 2024Q4: 617 shares; 2025Q1: 703 shares; 2025Q2: 456 shares; 2025Q3: 390 shares; 2025Q4: 340 shares 340 $118 -50 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 121 shares; 2025Q1: 138 shares; 2025Q2: 89 shares; 2025Q3: 76 shares; 2025Q4: 67 shares 67 $103 -9 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 98 shares; 2025Q1: 112 shares; 2025Q2: 72 shares; 2025Q3: 61 shares; 2025Q4: 54 shares 54 $97 -7 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 366 shares; 2025Q1: 416 shares; 2025Q2: 271 shares; 2025Q3: 230 shares; 2025Q4: 201 shares 201 $81 -29 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 417 shares; 2025Q1: 220 shares; 2025Q2: 146 shares; 2025Q3: 505 shares; 2025Q4: 118 shares 118 $75 -387 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 166 shares; 2025Q1: 179 shares; 2025Q2: 59 shares; 2025Q3: 84 shares; 2025Q4: 101 shares 101 $72 <0.01% +17 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 375 shares; 2025Q1: 430 shares; 2025Q2: 280 shares; 2025Q3: 239 shares; 2025Q4: 222 shares 222 $72 <0.01% -17 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: 105 shares; 2024Q4: 232 shares; 2025Q1: 263 shares; 2025Q2: 171 shares; 2025Q3: 144 shares; 2025Q4: 127 shares 127 $64 -17 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 59 shares; 2024Q4: 125 shares; 2025Q1: 143 shares; 2025Q2: 93 shares; 2025Q3: 84 shares; 2025Q4: 75 shares 75 $59 -9 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 259 shares; 2024Q4: 549 shares; 2025Q1: 624 shares; 2025Q2: 405 shares; 2025Q3: 340 shares; 2025Q4: 310 shares 310 $57 -30 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 132 shares; 2024Q4: 294 shares; 2025Q1: 335 shares; 2025Q2: 216 shares; 2025Q3: 222 shares; 2025Q4: 212 shares 212 $53 -10 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 171 shares; 2024Q4: 373 shares; 2025Q1: 425 shares; 2025Q2: 277 shares; 2025Q3: 236 shares; 2025Q4: 216 shares 216 $47 -20 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 41 shares; 2024Q4: 51 shares; 2025Q1: 55 shares; 2025Q2: 18 shares; 2025Q3: 26 shares; 2025Q4: 15 shares 15 $46 <0.01% -11 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: 190 shares; 2024Q4: 628 shares; 2025Q1: 664 shares; 2025Q2: 236 shares; 2025Q3: 121 shares; 2025Q4: 71 shares 71 $41 -50 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 224 shares; 2025Q1: 255 shares; 2025Q2: 166 shares; 2025Q3: 138 shares; 2025Q4: 122 shares 122 $40 -16 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 55 shares; 2025Q1: 63 shares; 2025Q2: 41 shares; 2025Q3: 34 shares; 2025Q4: 30 shares 30 $32 -4 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 64 shares; 2025Q1: 73 shares; 2025Q2: 47 shares; 2025Q3: 39 shares; 2025Q4: 36 shares 36 $27 -3 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 21 shares; 2024Q4: 46 shares; 2025Q1: 52 shares; 2025Q2: 35 shares; 2025Q3: 30 shares; 2025Q4: 27 shares 27 $25 -3 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 48 shares; 2024Q4: 103 shares; 2025Q1: 117 shares; 2025Q2: 75 shares; 2025Q3: 65 shares; 2025Q4: 57 shares 57 $25 -8 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $22 <0.01% 0 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: 36 shares; 2024Q4: 45 shares; 2025Q1: 49 shares; 2025Q2: 17 shares; 2025Q3: 23 shares; 2025Q4: 13 shares 13 $13 -10 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 40 shares; 2025Q1: 43 shares; 2025Q2: 15 shares; 2025Q3: 20 shares; 2025Q4: 12 shares 12 $9 -8 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $7 <0.01% 0 Timeline