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: 109,868 shares; 2024Q4: 109,345 shares; 2025Q1: 111,730 shares; 2025Q2: 105,863 shares; 2025Q3: 108,535 shares; 2025Q4: 108,023 shares 108,023 $52.2M 5.95% -512 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: 180,396 shares; 2024Q4: 197,087 shares; 2025Q1: 197,822 shares; 2025Q2: 197,103 shares; 2025Q3: 193,709 shares; 2025Q4: 192,560 shares 192,560 $35.9M 4.09% -1,149 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: 106,947 shares; 2024Q4: 106,853 shares; 2025Q1: 103,907 shares; 2025Q2: 105,291 shares; 2025Q3: 103,275 shares; 2025Q4: 99,903 shares 99,903 $27.2M 3.09% -3,372 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: 90,903 shares; 2024Q4: 90,831 shares; 2025Q1: 93,512 shares; 2025Q2: 94,638 shares; 2025Q3: 94,829 shares; 2025Q4: 95,822 shares 95,822 $22.1M 2.52% +993 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: 67,052 shares; 2024Q4: 65,256 shares; 2025Q1: 64,247 shares; 2025Q2: 61,974 shares; 2025Q3: 60,134 shares; 2025Q4: 59,146 shares 59,146 $20.5M 2.33% -988 Timeline SLVP 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: 473,490 shares; 2024Q4: 483,458 shares; 2025Q1: 496,831 shares; 2025Q2: 512,226 shares; 2025Q3: 531,968 shares; 2025Q4: 532,173 shares 532,173 $18.2M 2.08% +205 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084,537 shares; 2024Q4: 2,105,707 shares; 2025Q1: 2,194,704 shares; 2025Q2: 2,582,010 shares; 2025Q3: 2,872,286 shares; 2025Q4: 2,958,944 shares 2,958,944 $16.8M 1.91% +86,658 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: 34,846 shares; 2024Q4: 33,848 shares; 2025Q1: 33,587 shares; 2025Q2: 33,595 shares; 2025Q3: 31,577 shares; 2025Q4: 32,065 shares 32,065 $14.4M 1.64% +488 Timeline RING 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: 170,916 shares; 2024Q4: 176,329 shares; 2025Q1: 175,646 shares; 2025Q2: 173,495 shares; 2025Q3: 172,319 shares; 2025Q4: 172,149 shares 172,149 $12.7M 1.44% -170 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,857 shares; 2024Q4: 290,464 shares; 2025Q1: 292,859 shares; 2025Q2: 292,910 shares; 2025Q3: 297,735 shares; 2025Q4: 302,007 shares 302,007 $12.4M 1.41% +4,272 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: 37,073 shares; 2024Q4: 36,889 shares; 2025Q1: 36,292 shares; 2025Q2: 36,141 shares; 2025Q3: 35,352 shares; 2025Q4: 38,673 shares 38,673 $12.1M 1.38% +3,321 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: 37,069 shares; 2024Q4: 36,718 shares; 2025Q1: 37,466 shares; 2025Q2: 38,157 shares; 2025Q3: 37,827 shares; 2025Q4: 37,788 shares 37,788 $11.9M 1.35% -39 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,262 shares; 2024Q4: 147,202 shares; 2025Q1: 151,563 shares; 2025Q2: 155,650 shares; 2025Q3: 163,317 shares; 2025Q4: 164,812 shares 164,812 $11.1M 1.27% +1,495 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,828 shares; 2024Q4: 637,370 shares; 2025Q1: 714,381 shares; 2025Q2: 810,666 shares; 2025Q3: 874,998 shares; 2025Q4: 1,005,098 shares 1,005,098 $11M 1.26% +130,100 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: 154,153 shares; 2024Q4: 168,316 shares; 2025Q1: 179,975 shares; 2025Q2: 189,123 shares; 2025Q3: 192,833 shares; 2025Q4: 203,763 shares 203,763 $11M 1.25% +10,930 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 14,832 shares; 2025Q1: 14,783 shares; 2025Q2: 14,666 shares; 2025Q3: 14,391 shares; 2025Q4: 16,317 shares 16,317 $10.8M 1.23% +1,926 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,932 shares; 2024Q4: 94,178 shares; 2025Q1: 101,883 shares; 2025Q2: 113,548 shares; 2025Q3: 118,861 shares; 2025Q4: 115,047 shares 115,047 $9.85M 1.12% -3,814 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,353 shares; 2024Q4: 98,243 shares; 2025Q1: 104,994 shares; 2025Q2: 107,204 shares; 2025Q3: 111,860 shares; 2025Q4: 110,693 shares 110,693 $9.49M 1.08% -1,167 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: 46,772 shares; 2024Q4: 46,414 shares; 2025Q1: 45,737 shares; 2025Q2: 44,987 shares; 2025Q3: 44,452 shares; 2025Q4: 43,189 shares 43,189 $9.49M 1.08% -1,263 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,086 shares; 2024Q4: 64,021 shares; 2025Q1: 63,774 shares; 2025Q2: 63,355 shares; 2025Q3: 62,732 shares; 2025Q4: 61,741 shares 61,741 $8.86M 1.01% -991 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,861 shares; 2024Q4: 485,354 shares; 2025Q1: 550,196 shares; 2025Q2: 533,525 shares; 2025Q3: 537,172 shares; 2025Q4: 526,960 shares 526,960 $8.64M 0.98% -10,212 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,814 shares; 2024Q4: 66,204 shares; 2025Q1: 63,793 shares; 2025Q2: 61,526 shares; 2025Q3: 60,327 shares; 2025Q4: 56,123 shares 56,123 $7.98M 0.91% -4,204 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: 28,411 shares; 2024Q4: 27,455 shares; 2025Q1: 27,029 shares; 2025Q2: 26,979 shares; 2025Q3: 26,334 shares; 2025Q4: 25,862 shares 25,862 $7.86M 0.89% -472 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: 64,732 shares; 2024Q4: 69,564 shares; 2025Q1: 68,661 shares; 2025Q2: 67,258 shares; 2025Q3: 62,087 shares; 2025Q4: 64,696 shares 64,696 $7.21M 0.82% +2,609 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,309 shares; 2024Q4: 135,335 shares; 2025Q1: 141,672 shares; 2025Q2: 161,981 shares; 2025Q3: 176,695 shares; 2025Q4: 185,335 shares 185,335 $7.06M 0.8% +8,640 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: 3,654 shares; 2024Q4: 3,666 shares; 2025Q1: 3,847 shares; 2025Q2: 4,277 shares; 2025Q3: 14,024 shares; 2025Q4: 13,931 shares 13,931 $6.53M 0.74% -93 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: 8,206 shares; 2024Q4: 8,127 shares; 2025Q1: 7,778 shares; 2025Q2: 7,582 shares; 2025Q3: 7,325 shares; 2025Q4: 7,274 shares 7,274 $6.27M 0.71% -51 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,281 shares; 2024Q4: 45,686 shares; 2025Q1: 44,073 shares; 2025Q2: 43,120 shares; 2025Q3: 43,882 shares; 2025Q4: 48,065 shares 48,065 $6.09M 0.69% +4,183 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: 19,332 shares; 2024Q4: 18,996 shares; 2025Q1: 19,019 shares; 2025Q2: 18,734 shares; 2025Q3: 18,209 shares; 2025Q4: 18,428 shares 18,428 $5.94M 0.68% +219 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: 27,495 shares; 2024Q4: 27,690 shares; 2025Q1: 27,156 shares; 2025Q2: 26,475 shares; 2025Q3: 25,983 shares; 2025Q4: 25,862 shares 25,862 $5.67M 0.65% -121 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: 8,933 shares; 2024Q4: 9,074 shares; 2025Q1: 10,627 shares; 2025Q2: 11,185 shares; 2025Q3: 10,555 shares; 2025Q4: 11,139 shares 11,139 $5.6M 0.64% +584 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,235 shares; 2024Q4: 58,286 shares; 2025Q1: 57,445 shares; 2025Q2: 56,816 shares; 2025Q3: 55,293 shares; 2025Q4: 54,215 shares 54,215 $5.56M 0.63% -1,078 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: 9,054 shares; 2024Q4: 8,966 shares; 2025Q1: 9,304 shares; 2025Q2: 9,534 shares; 2025Q3: 10,335 shares; 2025Q4: 16,870 shares 16,870 $5.52M 0.63% +6,535 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,618 shares; 2024Q4: 80,518 shares; 2025Q1: 78,321 shares; 2025Q2: 78,991 shares; 2025Q3: 77,907 shares; 2025Q4: 75,368 shares 75,368 $5.38M 0.61% -2,539 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,892 shares; 2024Q4: 55,932 shares; 2025Q1: 55,564 shares; 2025Q2: 55,874 shares; 2025Q3: 55,774 shares; 2025Q4: 55,808 shares 55,808 $5.1M 0.58% +34 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: 24,163 shares; 2024Q4: 25,752 shares; 2025Q1: 26,998 shares; 2025Q2: 27,493 shares; 2025Q3: 28,499 shares; 2025Q4: 29,371 shares 29,371 $5.02M 0.57% +872 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,527 shares; 2025Q2: 24,293 shares; 2025Q3: 24,302 shares; 2025Q4: 28,475 shares 28,475 $4.87M 0.55% +4,173 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: 20,589 shares; 2024Q4: 23,414 shares; 2025Q1: 26,166 shares; 2025Q2: 23,420 shares; 2025Q3: 25,726 shares; 2025Q4: 22,579 shares 22,579 $4.71M 0.54% -3,147 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: 29,346 shares; 2024Q4: 31,523 shares; 2025Q1: 34,629 shares; 2025Q2: 39,599 shares; 2025Q3: 40,986 shares; 2025Q4: 44,712 shares 44,712 $4.71M 0.54% +3,726 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,706 shares; 2024Q4: 20,168 shares; 2025Q1: 32,447 shares; 2025Q2: 35,164 shares; 2025Q3: 35,206 shares; 2025Q4: 34,484 shares 34,484 $4.52M 0.51% -722 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: 19,091 shares; 2024Q4: 22,948 shares; 2025Q1: 25,365 shares; 2025Q2: 31,564 shares; 2025Q3: 37,851 shares; 2025Q4: 100,206 shares 100,206 $4.48M 0.51% +62,355 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: 16,587 shares; 2024Q4: 16,002 shares; 2025Q1: 15,579 shares; 2025Q2: 14,778 shares; 2025Q3: 14,852 shares; 2025Q4: 14,939 shares 14,939 $4.43M 0.5% +87 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 3,015 shares; 2025Q1: 5,129 shares; 2025Q2: 5,063 shares; 2025Q3: 4,784 shares; 2025Q4: 4,957 shares 4,957 $4.36M 0.5% +173 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: 40,776 shares; 2024Q4: 42,090 shares; 2025Q1: 42,870 shares; 2025Q2: 43,728 shares; 2025Q3: 43,480 shares; 2025Q4: 43,563 shares 43,563 $4.35M 0.5% +83 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: 44,584 shares; 2024Q4: 32,416 shares; 2025Q1: 32,766 shares; 2025Q2: 32,427 shares; 2025Q3: 32,253 shares; 2025Q4: 36,138 shares 36,138 $4.35M 0.5% +3,885 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,815 shares; 2024Q4: 81,050 shares; 2025Q1: 81,585 shares; 2025Q2: 85,354 shares; 2025Q3: 86,858 shares; 2025Q4: 89,330 shares 89,330 $4.18M 0.48% +2,472 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: 56,473 shares; 2024Q4: 56,867 shares; 2025Q1: 127,916 shares; 2025Q2: 118,095 shares; 2025Q3: 117,091 shares; 2025Q4: 111,852 shares 111,852 $4.13M 0.47% -5,239 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,234 shares; 2024Q4: 41,876 shares; 2025Q1: 43,269 shares; 2025Q2: 44,219 shares; 2025Q3: 45,140 shares; 2025Q4: 45,061 shares 45,061 $4.06M 0.46% -79 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: 11,437 shares; 2024Q4: 11,587 shares; 2025Q1: 11,581 shares; 2025Q2: 11,472 shares; 2025Q3: 11,473 shares; 2025Q4: 11,500 shares 11,500 $4.03M 0.46% +27 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: 30,602 shares; 2024Q4: 32,704 shares; 2025Q1: 34,652 shares; 2025Q2: 36,817 shares; 2025Q3: 37,354 shares; 2025Q4: 38,875 shares 38,875 $4.03M 0.46% +1,521 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 24,018 shares; 2025Q1: 31,606 shares; 2025Q2: 46,021 shares; 2025Q3: 52,458 shares; 2025Q4: 57,469 shares 57,469 $4M 0.46% +5,011 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,673 shares; 2024Q4: 64,535 shares; 2025Q1: 63,352 shares; 2025Q2: 61,828 shares; 2025Q3: 60,435 shares; 2025Q4: 59,245 shares 59,245 $3.97M 0.45% -1,190 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: 26,258 shares; 2024Q4: 26,646 shares; 2025Q1: 27,667 shares; 2025Q2: 28,191 shares; 2025Q3: 28,429 shares; 2025Q4: 28,789 shares 28,789 $3.82M 0.44% +360 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: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,549 shares; 2025Q3: 3,513 shares; 2025Q4: 3,469 shares 3,469 $3.71M 0.42% -44 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: 33,185 shares; 2024Q4: 35,826 shares; 2025Q1: 37,034 shares; 2025Q2: 37,821 shares; 2025Q3: 38,080 shares; 2025Q4: 38,562 shares 38,562 $3.7M 0.42% +482 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,941 shares; 2024Q4: 16,686 shares; 2025Q1: 15,376 shares; 2025Q2: 15,749 shares; 2025Q3: 16,522 shares; 2025Q4: 16,955 shares 16,955 $3.68M 0.42% +433 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,271 shares; 2024Q4: 11,232 shares; 2025Q1: 11,288 shares; 2025Q2: 11,676 shares; 2025Q3: 11,735 shares; 2025Q4: 11,199 shares 11,199 $3.57M 0.41% -536 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,503 shares; 2024Q4: 207,888 shares; 2025Q1: 207,285 shares; 2025Q2: 189,299 shares; 2025Q3: 192,323 shares; 2025Q4: 209,368 shares 209,368 $3.45M 0.39% +17,045 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,558 shares; 2024Q4: 38,621 shares; 2025Q1: 53,620 shares; 2025Q2: 58,521 shares; 2025Q3: 57,810 shares; 2025Q4: 57,707 shares 57,707 $3.43M 0.39% -103 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: 15,788 shares; 2024Q4: 13,718 shares; 2025Q1: 13,654 shares; 2025Q2: 13,386 shares; 2025Q3: 13,573 shares; 2025Q4: 13,135 shares 13,135 $3.38M 0.38% -438 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: 14,883 shares; 2024Q4: 14,685 shares; 2025Q1: 15,724 shares; 2025Q2: 15,645 shares; 2025Q3: 15,685 shares; 2025Q4: 15,474 shares 15,474 $3.36M 0.38% -211 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,492 shares; 2024Q4: 174,524 shares; 2025Q1: 221,033 shares; 2025Q2: 246,092 shares; 2025Q3: 260,132 shares; 2025Q4: 297,577 shares 297,577 $3.35M 0.38% +37,445 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: 20,957 shares; 2024Q4: 22,426 shares; 2025Q1: 23,600 shares; 2025Q2: 24,413 shares; 2025Q3: 24,680 shares; 2025Q4: 25,622 shares 25,622 $3.27M 0.37% +942 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: 22,351 shares; 2024Q4: 25,545 shares; 2025Q1: 35,835 shares; 2025Q2: 42,456 shares; 2025Q3: 46,240 shares; 2025Q4: 54,232 shares 54,232 $3.26M 0.37% +7,992 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,313 shares 32,313 $3.16M 0.36% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 18,214 shares; 2025Q1: 19,483 shares; 2025Q2: 20,304 shares; 2025Q3: 20,969 shares; 2025Q4: 21,418 shares 21,418 $3.07M 0.35% +449 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 10,010 shares; 2025Q1: 9,756 shares; 2025Q2: 9,687 shares; 2025Q3: 9,575 shares; 2025Q4: 9,024 shares 9,024 $3.03M 0.34% -551 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,098 shares; 2024Q4: 43,405 shares; 2025Q1: 42,887 shares; 2025Q2: 40,712 shares; 2025Q3: 38,728 shares; 2025Q4: 35,919 shares 35,919 $3.02M 0.34% -2,809 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: 2,693 shares; 2024Q4: 2,712 shares; 2025Q1: 2,634 shares; 2025Q2: 2,763 shares; 2025Q3: 2,810 shares; 2025Q4: 2,785 shares 2,785 $2.99M 0.34% -25 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,458 shares; 2024Q4: 33,282 shares; 2025Q1: 36,316 shares; 2025Q2: 45,258 shares; 2025Q3: 44,095 shares; 2025Q4: 40,198 shares 40,198 $2.97M 0.34% -3,897 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: 10,112 shares; 2024Q4: 10,339 shares; 2025Q1: 11,512 shares; 2025Q2: 11,233 shares; 2025Q3: 11,169 shares; 2025Q4: 11,108 shares 11,108 $2.94M 0.34% -61 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,652 shares; 2024Q4: 154,732 shares; 2025Q1: 152,692 shares; 2025Q2: 145,918 shares; 2025Q3: 147,032 shares; 2025Q4: 148,309 shares 148,309 $2.92M 0.33% +1,277 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,050 shares; 2024Q4: 33,039 shares; 2025Q1: 32,758 shares; 2025Q2: 32,302 shares; 2025Q3: 32,337 shares; 2025Q4: 32,535 shares 32,535 $2.91M 0.33% +198 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: 19,207 shares; 2024Q4: 18,642 shares; 2025Q1: 18,310 shares; 2025Q2: 18,133 shares; 2025Q3: 19,591 shares; 2025Q4: 18,958 shares 18,958 $2.89M 0.33% -633 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: 4,828 shares; 2024Q4: 4,597 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,540 shares; 2025Q4: 4,412 shares 4,412 $2.77M 0.32% -128 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,629 shares; 2025Q2: 6,143 shares; 2025Q3: 8,087 shares; 2025Q4: 8,323 shares 8,323 $2.77M 0.31% +236 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 65,230 shares; 2025Q1: 69,745 shares; 2025Q2: 75,545 shares; 2025Q3: 81,059 shares; 2025Q4: 84,699 shares 84,699 $2.76M 0.31% +3,640 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: 13,339 shares; 2024Q4: 14,292 shares; 2025Q1: 14,274 shares; 2025Q2: 13,520 shares; 2025Q3: 13,536 shares; 2025Q4: 12,961 shares 12,961 $2.68M 0.31% -575 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: 61,863 shares; 2024Q4: 57,396 shares; 2025Q1: 52,881 shares; 2025Q2: 43,853 shares; 2025Q3: 41,027 shares; 2025Q4: 38,355 shares 38,355 $2.66M 0.3% -2,672 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: 15,833 shares; 2024Q4: 14,249 shares; 2025Q1: 13,099 shares; 2025Q2: 12,894 shares; 2025Q3: 13,450 shares; 2025Q4: 14,488 shares 14,488 $2.66M 0.3% +1,038 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,166 shares; 2024Q4: 134,875 shares; 2025Q1: 136,122 shares; 2025Q2: 143,098 shares; 2025Q3: 149,258 shares; 2025Q4: 154,325 shares 154,325 $2.59M 0.29% +5,067 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,081 shares; 2025Q1: 2,615 shares; 2025Q2: 2,134 shares; 2025Q3: 2,222 shares; 2025Q4: 27,090 shares 27,090 $2.54M 0.29% +24,868 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,298 shares; 2024Q4: 14,264 shares; 2025Q1: 14,101 shares; 2025Q2: 14,217 shares; 2025Q3: 14,287 shares; 2025Q4: 14,145 shares 14,145 $2.51M 0.29% -142 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: 55,387 shares; 2024Q4: 59,114 shares; 2025Q1: 75,384 shares; 2025Q2: 74,400 shares; 2025Q3: 70,185 shares; 2025Q4: 47,882 shares 47,882 $2.43M 0.28% -22,303 Timeline IDV 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: 66,559 shares; 2024Q4: 66,864 shares; 2025Q1: 65,760 shares; 2025Q2: 65,790 shares; 2025Q3: 62,736 shares; 2025Q4: 61,476 shares 61,476 $2.43M 0.28% -1,260 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,671 shares; 2025Q1: 3,851 shares; 2025Q2: 3,620 shares; 2025Q3: 4,145 shares; 2025Q4: 4,265 shares 4,265 $2.42M 0.28% +120 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,758 shares; 2025Q4: 34,557 shares 34,557 $2.41M 0.27% -201 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: 8,351 shares; 2024Q4: 8,322 shares; 2025Q1: 8,164 shares; 2025Q2: 8,155 shares; 2025Q3: 8,298 shares; 2025Q4: 12,217 shares 12,217 $2.38M 0.27% +3,919 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: 35,322 shares; 2024Q4: 32,879 shares; 2025Q1: 30,235 shares; 2025Q2: 28,648 shares; 2025Q3: 31,064 shares; 2025Q4: 30,131 shares 30,131 $2.37M 0.27% -933 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: 7,994 shares; 2024Q4: 5,779 shares; 2025Q1: 18,708 shares; 2025Q2: 15,873 shares; 2025Q3: 15,668 shares; 2025Q4: 23,380 shares 23,380 $2.33M 0.27% +7,712 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: 11,265 shares; 2024Q4: 11,669 shares; 2025Q1: 12,138 shares; 2025Q2: 12,374 shares; 2025Q3: 12,658 shares; 2025Q4: 13,111 shares 13,111 $2.3M 0.26% +453 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: 370 shares; 2025Q1: 384 shares; 2025Q2: 519 shares; 2025Q3: 610 shares; 2025Q4: 3,978 shares 3,978 $2.26M 0.26% +3,368 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: 1,601 shares; 2024Q4: 1,610 shares; 2025Q1: 1,760 shares; 2025Q2: 3,023 shares; 2025Q3: 2,936 shares; 2025Q4: 3,409 shares 3,409 $2.23M 0.25% +473 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,616 shares; 2024Q4: 15,551 shares; 2025Q1: 15,766 shares; 2025Q2: 15,674 shares; 2025Q3: 15,626 shares; 2025Q4: 15,511 shares 15,511 $2.19M 0.25% -115 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: 8,514 shares; 2024Q4: 4,789 shares; 2025Q1: 4,888 shares; 2025Q2: 5,063 shares; 2025Q3: 12,196 shares; 2025Q4: 58,513 shares 58,513 $2.16M 0.25% +46,317 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: 21,088 shares; 2024Q4: 22,608 shares; 2025Q1: 22,672 shares; 2025Q2: 21,545 shares; 2025Q3: 21,674 shares; 2025Q4: 21,725 shares 21,725 $2.16M 0.25% +51 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,321 shares; 2024Q4: 133,939 shares; 2025Q1: 142,194 shares; 2025Q2: 145,191 shares; 2025Q3: 151,062 shares; 2025Q4: 71,983 shares 71,983 $2.15M 0.24% -79,079 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,187 shares; 2025Q2: 18,149 shares; 2025Q3: 18,351 shares; 2025Q4: 19,474 shares 19,474 $2.13M 0.24% +1,123 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 4,548 shares; 2025Q1: 4,229 shares; 2025Q2: 4,058 shares; 2025Q3: 4,007 shares; 2025Q4: 4,323 shares 4,323 $2.09M 0.24% +316 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,201 shares; 2024Q4: 26,816 shares; 2025Q1: 25,665 shares; 2025Q2: 23,689 shares; 2025Q3: 22,830 shares; 2025Q4: 22,200 shares 22,200 $2.09M 0.24% -630 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,924 shares; 2025Q1: 9,818 shares; 2025Q2: 9,788 shares; 2025Q3: 9,850 shares; 2025Q4: 9,731 shares 9,731 $2.06M 0.23% -119 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: 6,791 shares; 2024Q4: 6,830 shares; 2025Q1: 6,356 shares; 2025Q2: 6,354 shares; 2025Q3: 6,500 shares; 2025Q4: 6,516 shares 6,516 $2.01M 0.23% +16 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: not reported; 2025Q1: 13,670 shares; 2025Q2: 13,162 shares; 2025Q3: 13,037 shares; 2025Q4: 14,986 shares 14,986 $1.96M 0.22% +1,949 Timeline DES 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: 56,419 shares; 2024Q4: 58,015 shares; 2025Q1: 58,150 shares; 2025Q2: 57,614 shares; 2025Q3: 58,400 shares; 2025Q4: 58,099 shares 58,099 $1.94M 0.22% -301 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,683 shares; 2024Q4: 34,188 shares; 2025Q1: 36,280 shares; 2025Q2: 37,785 shares; 2025Q3: 39,975 shares; 2025Q4: 36,226 shares 36,226 $1.92M 0.22% -3,749 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: 5,553 shares; 2024Q4: 5,545 shares; 2025Q1: 5,557 shares; 2025Q2: 5,555 shares; 2025Q3: 5,505 shares; 2025Q4: 5,513 shares 5,513 $1.9M 0.22% +8 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 52,286 shares; 2025Q1: 48,732 shares; 2025Q2: 46,905 shares; 2025Q3: 46,906 shares; 2025Q4: 46,377 shares 46,377 $1.9M 0.22% -529 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,368 shares; 2024Q4: 65,805 shares; 2025Q1: 69,874 shares; 2025Q2: 73,156 shares; 2025Q3: 76,407 shares; 2025Q4: 80,684 shares 80,684 $1.88M 0.21% +4,277 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,580 shares; 2025Q2: 7,860 shares; 2025Q3: 8,113 shares; 2025Q4: 7,432 shares 7,432 $1.84M 0.21% -681 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,286 shares; 2024Q4: 91,693 shares; 2025Q1: 98,574 shares; 2025Q2: 104,941 shares; 2025Q3: 110,359 shares; 2025Q4: 116,480 shares 116,480 $1.75M 0.2% +6,121 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: 8,513 shares; 2024Q4: 8,294 shares; 2025Q1: 8,180 shares; 2025Q2: 7,861 shares; 2025Q3: 7,897 shares; 2025Q4: 7,753 shares 7,753 $1.74M 0.2% -144 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 15,318 shares; 2025Q1: 16,407 shares; 2025Q2: 19,789 shares; 2025Q3: 21,595 shares; 2025Q4: 24,057 shares 24,057 $1.73M 0.2% +2,462 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: 3,915 shares; 2024Q4: 3,886 shares; 2025Q1: 4,027 shares; 2025Q2: 3,799 shares; 2025Q3: 6,725 shares; 2025Q4: 8,045 shares 8,045 $1.72M 0.2% +1,320 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,991 shares; 2024Q4: 112,168 shares; 2025Q1: 123,905 shares; 2025Q2: 128,988 shares; 2025Q3: 136,488 shares; 2025Q4: 164,161 shares 164,161 $1.71M 0.19% +27,673 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,248 shares; 2025Q1: 16,376 shares; 2025Q2: 27,282 shares; 2025Q3: 30,804 shares; 2025Q4: 32,568 shares 32,568 $1.64M 0.19% +1,764 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,275 shares; 2024Q4: 21,130 shares; 2025Q1: 25,738 shares; 2025Q2: 30,404 shares; 2025Q3: 29,889 shares; 2025Q4: 29,532 shares 29,532 $1.62M 0.18% -357 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,934 shares; 2025Q4: 52,279 shares 52,279 $1.59M 0.18% +25,345 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: 2,059 shares; 2024Q4: 3,377 shares; 2025Q1: 7,639 shares; 2025Q2: 7,538 shares; 2025Q3: 7,425 shares; 2025Q4: 7,618 shares 7,618 $1.59M 0.18% +193 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,748 shares; 2024Q4: 20,093 shares; 2025Q1: 21,717 shares; 2025Q2: 24,260 shares; 2025Q3: 24,712 shares; 2025Q4: 25,987 shares 25,987 $1.57M 0.18% +1,275 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: 3,421 shares; 2024Q4: 3,388 shares; 2025Q1: 3,603 shares; 2025Q2: 3,536 shares; 2025Q3: 3,974 shares; 2025Q4: 4,240 shares 4,240 $1.57M 0.18% +266 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,447 shares 20,447 $1.56M 0.18% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,808 shares; 2025Q1: 2,343 shares; 2025Q2: 2,307 shares; 2025Q3: 2,292 shares; 2025Q4: 2,716 shares 2,716 $1.56M 0.18% +424 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 21,784 shares; 2025Q1: 31,485 shares; 2025Q2: 37,294 shares; 2025Q3: 42,927 shares; 2025Q4: 48,400 shares 48,400 $1.55M 0.18% +5,473 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: 3,576 shares; 2024Q4: 3,500 shares; 2025Q1: 3,490 shares; 2025Q2: 3,437 shares; 2025Q3: 3,394 shares; 2025Q4: 3,388 shares 3,388 $1.51M 0.17% -6 EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,190 shares; 2024Q4: 20,158 shares; 2025Q1: 20,093 shares; 2025Q2: 19,125 shares; 2025Q3: 17,925 shares; 2025Q4: 17,652 shares 17,652 $1.5M 0.17% -273 Timeline DVYE 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: 32,259 shares; 2024Q4: 34,585 shares; 2025Q1: 36,652 shares; 2025Q2: 39,206 shares; 2025Q3: 44,798 shares; 2025Q4: 47,739 shares 47,739 $1.49M 0.17% +2,941 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: 9,529 shares; 2024Q4: 6,938 shares; 2025Q1: 7,214 shares; 2025Q2: 7,412 shares; 2025Q3: 7,711 shares; 2025Q4: 8,256 shares 8,256 $1.47M 0.17% +545 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: 5,083 shares; 2024Q4: 5,026 shares; 2025Q1: 5,136 shares; 2025Q2: 5,235 shares; 2025Q3: 5,178 shares; 2025Q4: 5,105 shares 5,105 $1.46M 0.17% -73 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,079 shares; 2024Q4: 26,315 shares; 2025Q1: 25,613 shares; 2025Q2: 22,249 shares; 2025Q3: 19,577 shares; 2025Q4: 17,912 shares 17,912 $1.46M 0.17% -1,665 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: 9,549 shares; 2024Q4: 8,920 shares; 2025Q1: 10,760 shares; 2025Q2: 9,902 shares; 2025Q3: 7,223 shares; 2025Q4: 7,164 shares 7,164 $1.45M 0.17% -59 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,939 shares; 2024Q4: 7,944 shares; 2025Q1: 8,469 shares; 2025Q2: 9,834 shares; 2025Q3: 11,690 shares; 2025Q4: 12,721 shares 12,721 $1.45M 0.16% +1,031 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,505 shares; 2025Q1: 2,443 shares; 2025Q2: 2,804 shares; 2025Q3: 2,960 shares; 2025Q4: 2,947 shares 2,947 $1.44M 0.16% -13 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: 44,001 shares; 2024Q4: 40,498 shares; 2025Q1: 39,311 shares; 2025Q2: 34,416 shares; 2025Q3: 36,983 shares; 2025Q4: 35,038 shares 35,038 $1.43M 0.16% -1,945 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 24,549 shares; 2025Q1: 24,264 shares; 2025Q2: 27,752 shares; 2025Q3: 34,050 shares; 2025Q4: 59,785 shares 59,785 $1.42M 0.16% +25,735 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,994 shares; 2024Q4: 48,057 shares; 2025Q1: 29,341 shares; 2025Q2: 29,869 shares; 2025Q3: 27,289 shares; 2025Q4: 28,024 shares 28,024 $1.42M 0.16% +735 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,550 shares; 2025Q1: 4,728 shares; 2025Q2: 5,124 shares; 2025Q3: 5,189 shares; 2025Q4: 5,455 shares 5,455 $1.41M 0.16% +266 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 19,894 shares; 2025Q1: not reported; 2025Q2: 23,135 shares; 2025Q3: 21,403 shares; 2025Q4: 19,979 shares 19,979 $1.41M 0.16% -1,424 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 12,248 shares; 2025Q1: 12,083 shares; 2025Q2: 11,988 shares; 2025Q3: 11,713 shares; 2025Q4: 11,488 shares 11,488 $1.4M 0.16% -225 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: 898 shares; 2024Q4: 1,213 shares; 2025Q1: 1,198 shares; 2025Q2: 1,293 shares; 2025Q3: 1,288 shares; 2025Q4: 1,295 shares 1,295 $1.39M 0.16% +7 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: 57,038 shares; 2024Q4: 52,018 shares; 2025Q1: 71,198 shares; 2025Q2: 63,483 shares; 2025Q3: 44,719 shares; 2025Q4: 54,577 shares 54,577 $1.36M 0.15% +9,858 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,021 shares; 2024Q4: 116,736 shares; 2025Q1: 163,531 shares; 2025Q2: 276,851 shares; 2025Q3: 311,501 shares; 2025Q4: 321,471 shares 321,471 $1.33M 0.15% +9,970 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,371 shares; 2025Q1: 8,078 shares; 2025Q2: 8,000 shares; 2025Q3: 8,303 shares; 2025Q4: 9,035 shares 9,035 $1.32M 0.15% +732 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,664 shares; 2024Q4: 31,576 shares; 2025Q1: 30,871 shares; 2025Q2: 31,269 shares; 2025Q3: 31,740 shares; 2025Q4: 32,858 shares 32,858 $1.32M 0.15% +1,118 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: 14,074 shares; 2024Q4: 13,915 shares; 2025Q1: 15,487 shares; 2025Q2: 14,594 shares; 2025Q3: 12,922 shares; 2025Q4: 13,683 shares 13,683 $1.31M 0.15% +761 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: 18,642 shares; 2024Q4: 23,647 shares; 2025Q1: 29,271 shares; 2025Q2: 34,357 shares; 2025Q3: 34,697 shares; 2025Q4: 38,398 shares 38,398 $1.31M 0.15% +3,701 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,617 shares; 2025Q1: 13,593 shares; 2025Q2: 12,946 shares; 2025Q3: 11,239 shares; 2025Q4: 11,384 shares 11,384 $1.28M 0.15% +145 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,024 shares; 2024Q4: 15,230 shares; 2025Q1: 15,492 shares; 2025Q2: 14,377 shares; 2025Q3: 13,532 shares; 2025Q4: 14,406 shares 14,406 $1.26M 0.14% +874 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 11,989 shares; 2025Q1: 18,362 shares; 2025Q2: 26,288 shares; 2025Q3: 38,289 shares; 2025Q4: 53,496 shares 53,496 $1.25M 0.14% +15,207 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: 10,186 shares; 2024Q4: 13,336 shares; 2025Q1: 13,393 shares; 2025Q2: 12,538 shares; 2025Q3: 12,125 shares; 2025Q4: 11,198 shares 11,198 $1.23M 0.14% -927 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,411 shares; 2024Q4: 76,605 shares; 2025Q1: 73,663 shares; 2025Q2: 63,380 shares; 2025Q3: 43,808 shares; 2025Q4: 42,245 shares 42,245 $1.22M 0.14% -1,563 Timeline SILJ 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: 16,690 shares; 2024Q4: 19,540 shares; 2025Q1: 24,298 shares; 2025Q2: 30,783 shares; 2025Q3: 39,228 shares; 2025Q4: 43,608 shares 43,608 $1.21M 0.14% +4,380 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,596 shares; 2024Q4: 58,293 shares; 2025Q1: 63,795 shares; 2025Q2: 113,354 shares; 2025Q3: 115,571 shares; 2025Q4: 167,758 shares 167,758 $1.2M 0.14% +52,187 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,038 shares; 2025Q1: 946 shares; 2025Q2: 907 shares; 2025Q3: 1,008 shares; 2025Q4: 4,471 shares 4,471 $1.2M 0.14% +3,463 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,421 shares; 2025Q4: 19,112 shares 19,112 $1.19M 0.14% -309 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 382 shares; 2025Q1: 395 shares; 2025Q2: 392 shares; 2025Q3: 410 shares; 2025Q4: 1,452 shares 1,452 $1.19M 0.14% +1,042 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: 31,209 shares; 2024Q4: 36,014 shares; 2025Q1: 41,671 shares; 2025Q2: 46,197 shares; 2025Q3: 46,125 shares; 2025Q4: 47,490 shares 47,490 $1.18M 0.13% +1,365 Timeline BANK OF AMER CORP 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: 198 shares; 2024Q4: 197 shares; 2025Q1: 792 shares; 2025Q2: 938 shares; 2025Q3: 953 shares; 2025Q4: 944 shares 944 $1.18M 0.13% -9 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,550 shares; 2024Q4: 31,723 shares; 2025Q1: 31,316 shares; 2025Q2: 31,255 shares; 2025Q3: 30,532 shares; 2025Q4: 30,663 shares 30,663 $1.18M 0.13% +131 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 7,567 shares; 2025Q1: 8,369 shares; 2025Q2: 10,778 shares; 2025Q3: 10,217 shares; 2025Q4: 10,149 shares 10,149 $1.17M 0.13% -68 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,584 shares; 2024Q4: 42,897 shares; 2025Q1: 43,047 shares; 2025Q2: 42,512 shares; 2025Q3: 42,917 shares; 2025Q4: 41,881 shares 41,881 $1.16M 0.13% -1,036 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: 2,550 shares; 2024Q4: 2,516 shares; 2025Q1: 2,482 shares; 2025Q2: 2,497 shares; 2025Q3: 2,485 shares; 2025Q4: 1,883 shares 1,883 $1.16M 0.13% -602 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,556 shares; 2025Q1: 5,414 shares; 2025Q2: 5,516 shares; 2025Q3: 5,318 shares; 2025Q4: 4,986 shares 4,986 $1.15M 0.13% -332 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,264 shares; 2024Q4: 50,106 shares; 2025Q1: 50,586 shares; 2025Q2: 55,579 shares; 2025Q3: 47,824 shares; 2025Q4: 46,820 shares 46,820 $1.12M 0.13% -1,004 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: 1,279 shares; 2024Q4: 1,238 shares; 2025Q1: 1,368 shares; 2025Q2: 1,293 shares; 2025Q3: 1,319 shares; 2025Q4: 7,341 shares 7,341 $1.12M 0.13% +6,022 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,600 shares; 2025Q1: 1,057 shares; 2025Q2: 1,047 shares; 2025Q3: 3,154 shares; 2025Q4: 4,340 shares 4,340 $1.11M 0.13% +1,186 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 10,990 shares; 2025Q1: 10,960 shares; 2025Q2: 12,387 shares; 2025Q3: 9,833 shares; 2025Q4: 9,020 shares 9,020 $1.11M 0.13% -813 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,466 shares; 2025Q3: 3,147 shares; 2025Q4: 4,856 shares 4,856 $1.1M 0.13% +1,709 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 8,059 shares; 2025Q1: 8,018 shares; 2025Q2: 7,879 shares; 2025Q3: 8,409 shares; 2025Q4: 9,129 shares 9,129 $1.1M 0.12% +720 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 3,308 shares; 2025Q1: 3,226 shares; 2025Q2: 3,167 shares; 2025Q3: 3,156 shares; 2025Q4: 3,241 shares 3,241 $1.09M 0.12% +85 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: 1,738 shares; 2025Q1: 10,541 shares; 2025Q2: 9,995 shares; 2025Q3: 8,432 shares; 2025Q4: 7,955 shares 7,955 $1.08M 0.12% -477 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,903 shares; 2024Q4: 60,750 shares; 2025Q1: 74,289 shares; 2025Q2: 78,285 shares; 2025Q3: 85,869 shares; 2025Q4: 82,508 shares 82,508 $1.08M 0.12% -3,361 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 2,847 shares; 2025Q3: 8,973 shares; 2025Q4: 8,529 shares 8,529 $1.07M 0.12% -444 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: 11,041 shares; 2024Q4: 8,413 shares; 2025Q1: 8,260 shares; 2025Q2: 8,275 shares; 2025Q3: 8,248 shares; 2025Q4: 7,481 shares 7,481 $1.07M 0.12% -767 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: 3,865 shares; 2024Q4: 4,238 shares; 2025Q1: 6,191 shares; 2025Q2: 7,711 shares; 2025Q3: 8,374 shares; 2025Q4: 8,791 shares 8,791 $1.07M 0.12% +417 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,321 shares; 2024Q4: 34,807 shares; 2025Q1: 39,886 shares; 2025Q2: 41,014 shares; 2025Q3: 43,166 shares; 2025Q4: 49,122 shares 49,122 $1.06M 0.12% +5,956 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 14,622 shares 14,622 $1.05M 0.12% new 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: 9,934 shares; 2024Q4: 9,178 shares; 2025Q1: 9,954 shares; 2025Q2: 10,621 shares; 2025Q3: 13,523 shares; 2025Q4: 13,233 shares 13,233 $1.02M 0.12% -290 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,979 shares; 2024Q4: 18,557 shares; 2025Q1: 23,286 shares; 2025Q2: 23,928 shares; 2025Q3: 27,252 shares; 2025Q4: 34,018 shares 34,018 $1M 0.11% +6,766 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,112 shares; 2024Q4: 27,881 shares; 2025Q1: 28,409 shares; 2025Q2: 31,422 shares; 2025Q3: 32,816 shares; 2025Q4: 33,852 shares 33,852 $1M 0.11% +1,036 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,211 shares; 2024Q4: 22,506 shares; 2025Q1: 22,739 shares; 2025Q2: 21,913 shares; 2025Q3: 21,889 shares; 2025Q4: 21,734 shares 21,734 $990K 0.11% -155 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,397 shares; 2024Q4: 72,065 shares; 2025Q1: 63,424 shares; 2025Q2: 86,508 shares; 2025Q3: 84,391 shares; 2025Q4: 73,989 shares 73,989 $983K 0.11% -10,402 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: 5,793 shares 5,793 $982K 0.11% +3,754 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,288 shares; 2025Q1: 2,278 shares; 2025Q2: 2,286 shares; 2025Q3: 2,394 shares; 2025Q4: 2,476 shares 2,476 $981K 0.11% +82 Timeline MAGX ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,116 shares 17,116 $979K 0.11% new 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: 6,011 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares; 2025Q2: 5,730 shares; 2025Q3: 5,888 shares; 2025Q4: 10,344 shares 10,344 $964K 0.11% +4,456 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: 5,846 shares; 2024Q4: 5,806 shares; 2025Q1: 5,646 shares; 2025Q2: 5,592 shares; 2025Q3: 6,074 shares; 2025Q4: 5,936 shares 5,936 $955K 0.11% -138 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: 2,184 shares; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,882 shares; 2025Q4: 2,245 shares 2,245 $947K 0.11% +363 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: 18,188 shares; 2024Q4: 17,282 shares; 2025Q1: 17,549 shares; 2025Q2: 17,820 shares; 2025Q3: 16,703 shares; 2025Q4: 17,178 shares 17,178 $945K 0.11% +475 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,680 shares; 2025Q1: 3,596 shares; 2025Q2: 3,043 shares; 2025Q3: 4,210 shares; 2025Q4: 4,454 shares 4,454 $926K 0.11% +244 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 22,781 shares; 2025Q1: 24,352 shares; 2025Q2: 22,583 shares; 2025Q3: 22,989 shares; 2025Q4: 25,246 shares 25,246 $925K 0.11% +2,257 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 22,693 shares; 2025Q1: 20,985 shares; 2025Q2: 20,294 shares; 2025Q3: 20,744 shares; 2025Q4: 20,714 shares 20,714 $921K 0.1% -30 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: 6,505 shares; 2024Q4: 6,529 shares; 2025Q1: 8,848 shares; 2025Q2: 9,589 shares; 2025Q3: 11,072 shares; 2025Q4: 10,787 shares 10,787 $917K 0.1% -285 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,322 shares; 2024Q4: 43,434 shares; 2025Q1: 43,526 shares; 2025Q2: 43,196 shares; 2025Q3: 35,246 shares; 2025Q4: 32,278 shares 32,278 $909K 0.1% -2,968 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,690 shares; 2024Q4: 12,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,629 shares; 2025Q4: 12,981 shares 12,981 $901K 0.1% -648 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: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares 1,871 $899K 0.1% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 17,887 shares; 2025Q2: 83,839 shares; 2025Q3: 211,039 shares; 2025Q4: 346,097 shares 346,097 $896K 0.1% +135,058 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 1,623 shares; 2025Q1: 1,593 shares; 2025Q2: 1,182 shares; 2025Q3: 1,421 shares; 2025Q4: 1,298 shares 1,298 $889K 0.1% -123 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,451 shares; 2025Q2: 9,557 shares; 2025Q3: 9,985 shares; 2025Q4: 12,071 shares 12,071 $882K 0.1% +2,086 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,841 shares; 2025Q1: 5,014 shares; 2025Q2: 5,492 shares; 2025Q3: 12,949 shares; 2025Q4: 17,312 shares 17,312 $881K 0.1% +4,363 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: 18,554 shares; 2024Q4: 18,530 shares; 2025Q1: 18,354 shares; 2025Q2: 16,015 shares; 2025Q3: 16,437 shares; 2025Q4: 16,270 shares 16,270 $878K 0.1% -167 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,284 shares; 2024Q4: 157,171 shares; 2025Q1: 166,071 shares; 2025Q2: 165,457 shares; 2025Q3: 175,170 shares; 2025Q4: 198,857 shares 198,857 $871K 0.1% +23,687 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,655 shares; 2024Q4: 90,682 shares; 2025Q1: 97,602 shares; 2025Q2: 126,269 shares; 2025Q3: 112,454 shares; 2025Q4: 118,900 shares 118,900 $849K 0.1% +6,446 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,308 shares; 2024Q4: 29,769 shares; 2025Q1: 31,776 shares; 2025Q2: 32,426 shares; 2025Q3: 33,108 shares; 2025Q4: 33,934 shares 33,934 $847K 0.1% +826 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 11,681 shares; 2025Q1: 12,321 shares; 2025Q2: 11,381 shares; 2025Q3: 10,575 shares; 2025Q4: 10,549 shares 10,549 $844K 0.1% -26 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 496 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 1,786 shares 1,786 $839K 0.1% +1,246 Timeline VOC VOC ENERGY TR More: the full row for VOC ENERGY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,900 shares; 2024Q4: 204,339 shares; 2025Q1: 231,098 shares; 2025Q2: 276,729 shares; 2025Q3: 310,742 shares; 2025Q4: 309,182 shares 309,182 $835K 0.1% -1,560 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,842 shares; 2025Q2: 3,246 shares; 2025Q3: 3,951 shares; 2025Q4: 4,912 shares 4,912 $823K 0.09% +961 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,260 shares; 2025Q3: 25,091 shares; 2025Q4: 47,464 shares 47,464 $822K 0.09% +22,373 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 10,711 shares; 2025Q1: 11,931 shares; 2025Q2: 16,527 shares; 2025Q3: 23,951 shares; 2025Q4: 31,728 shares 31,728 $821K 0.09% +7,777 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,863 shares; 2025Q1: 15,866 shares; 2025Q2: 15,479 shares; 2025Q3: 14,618 shares; 2025Q4: 14,866 shares 14,866 $818K 0.09% +248 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,092 shares; 2024Q4: 23,849 shares; 2025Q1: 23,864 shares; 2025Q2: 20,572 shares; 2025Q3: 21,748 shares; 2025Q4: 23,572 shares 23,572 $817K 0.09% +1,824 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,162 shares; 2025Q3: 10,201 shares; 2025Q4: 10,296 shares 10,296 $807K 0.09% +95 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,948 shares; 2024Q4: 68,643 shares; 2025Q1: 77,264 shares; 2025Q2: 76,309 shares; 2025Q3: 76,361 shares; 2025Q4: 79,221 shares 79,221 $806K 0.09% +2,860 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 12,072 shares; 2025Q1: 11,778 shares; 2025Q2: 13,112 shares; 2025Q3: 13,597 shares; 2025Q4: 13,522 shares 13,522 $805K 0.09% -75 Timeline VAW 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: 3,966 shares; 2024Q4: 3,904 shares; 2025Q1: 3,853 shares; 2025Q2: 3,865 shares; 2025Q3: 3,846 shares; 2025Q4: 3,846 shares 3,846 $798K 0.09% 0 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: 4,488 shares; 2024Q4: 1,074 shares; 2025Q1: 685 shares; 2025Q2: 655 shares; 2025Q3: 649 shares; 2025Q4: 648 shares 648 $788K 0.09% -1 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,339 shares; 2025Q1: 13,669 shares; 2025Q2: 13,968 shares; 2025Q3: 12,550 shares; 2025Q4: 11,425 shares 11,425 $766K 0.09% -1,125 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: 1,641 shares; 2024Q4: 1,790 shares; 2025Q1: 1,933 shares; 2025Q2: 2,036 shares; 2025Q3: 2,234 shares; 2025Q4: 2,142 shares 2,142 $750K 0.09% -92 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: 2,479 shares; 2024Q4: 2,542 shares; 2025Q1: 2,526 shares; 2025Q2: 2,376 shares; 2025Q3: 2,686 shares; 2025Q4: 3,256 shares 3,256 $744K 0.08% +570 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,862 shares; 2025Q3: 15,363 shares; 2025Q4: 10,879 shares 10,879 $744K 0.08% -4,484 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: 5,474 shares; 2024Q4: 5,356 shares; 2025Q1: 5,092 shares; 2025Q2: 4,952 shares; 2025Q3: 4,926 shares; 2025Q4: 4,837 shares 4,837 $743K 0.08% -89 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,040 shares 7,040 $725K 0.08% new 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: 2,761 shares; 2024Q4: 2,690 shares; 2025Q1: 5,878 shares; 2025Q2: 6,919 shares; 2025Q3: 6,843 shares; 2025Q4: 3,903 shares 3,903 $724K 0.08% -2,940 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,369 shares; 2024Q4: 25,259 shares; 2025Q1: 32,224 shares; 2025Q2: 33,969 shares; 2025Q3: 39,220 shares; 2025Q4: 46,369 shares 46,369 $723K 0.08% +7,149 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 8,357 shares; 2025Q1: 7,621 shares; 2025Q2: 7,446 shares; 2025Q3: 7,374 shares; 2025Q4: 7,816 shares 7,816 $719K 0.08% +442 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 8,161 shares; 2025Q1: 7,390 shares; 2025Q2: 7,077 shares; 2025Q3: 7,723 shares; 2025Q4: 7,524 shares 7,524 $716K 0.08% -199 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 942 shares; 2025Q2: 993 shares; 2025Q3: 983 shares; 2025Q4: 1,033 shares 1,033 $704K 0.08% +50 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,906 shares; 2024Q4: 61,784 shares; 2025Q1: 67,508 shares; 2025Q2: 107,822 shares; 2025Q3: 113,244 shares; 2025Q4: 159,073 shares 159,073 $697K 0.08% +45,829 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 33,683 shares; 2025Q1: 32,166 shares; 2025Q2: 29,787 shares; 2025Q3: 28,049 shares; 2025Q4: 29,478 shares 29,478 $695K 0.08% +1,429 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 26,732 shares; 2025Q1: 32,942 shares; 2025Q2: 37,820 shares; 2025Q3: 31,046 shares; 2025Q4: 30,664 shares 30,664 $694K 0.08% -382 Timeline JOE ST JOE CO More: the full row for ST JOE 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: 6,431 shares; 2025Q2: 9,805 shares; 2025Q3: 10,636 shares; 2025Q4: 11,681 shares 11,681 $693K 0.08% +1,045 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 9,594 shares; 2025Q1: 11,823 shares; 2025Q2: 11,604 shares; 2025Q3: 11,477 shares; 2025Q4: 12,492 shares 12,492 $693K 0.08% +1,015 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: 3,523 shares; 2024Q4: 3,490 shares; 2025Q1: 3,257 shares; 2025Q2: 3,777 shares; 2025Q3: 3,689 shares; 2025Q4: 3,586 shares 3,586 $685K 0.08% -103 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,271 shares; 2025Q1: 1,172 shares; 2025Q2: 1,151 shares; 2025Q3: 1,141 shares; 2025Q4: 1,196 shares 1,196 $682K 0.08% +55 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,721 shares; 2025Q4: 15,611 shares 15,611 $680K 0.08% -110 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: 8,131 shares; 2024Q4: 9,192 shares; 2025Q1: 9,138 shares; 2025Q2: 8,771 shares; 2025Q3: 9,231 shares; 2025Q4: 10,231 shares 10,231 $675K 0.08% +1,000 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 15,456 shares; 2025Q1: 15,753 shares; 2025Q2: 16,394 shares; 2025Q3: 14,564 shares; 2025Q4: 15,208 shares 15,208 $675K 0.08% +644 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 5,231 shares; 2025Q1: 5,551 shares; 2025Q2: 5,613 shares; 2025Q3: 5,916 shares; 2025Q4: 6,745 shares 6,745 $666K 0.08% +829 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 4,062 shares; 2025Q1: 4,243 shares; 2025Q2: 4,235 shares; 2025Q3: 4,516 shares; 2025Q4: 4,599 shares 4,599 $660K 0.08% +83 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: 9,834 shares; 2024Q4: 9,770 shares; 2025Q1: 9,267 shares; 2025Q2: 9,400 shares; 2025Q3: 8,978 shares; 2025Q4: 8,899 shares 8,899 $654K 0.07% -79 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: 3,096 shares; 2024Q4: 3,135 shares; 2025Q1: 3,132 shares; 2025Q2: 3,376 shares; 2025Q3: 2,250 shares; 2025Q4: 4,540 shares 4,540 $654K 0.07% +2,290 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: 1,526 shares; 2024Q4: 1,477 shares; 2025Q1: 1,334 shares; 2025Q2: 1,236 shares; 2025Q3: 1,228 shares; 2025Q4: 1,144 shares 1,144 $653K 0.07% -84 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: 9,656 shares; 2024Q4: 11,478 shares; 2025Q1: 10,718 shares; 2025Q2: 8,133 shares; 2025Q3: 7,715 shares; 2025Q4: 7,892 shares 7,892 $645K 0.07% +177 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: 4,355 shares; 2025Q1: 4,302 shares; 2025Q2: 4,341 shares; 2025Q3: 3,721 shares; 2025Q4: 3,932 shares 3,932 $634K 0.07% +211 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 6,529 shares; 2025Q1: 6,742 shares; 2025Q2: 4,361 shares; 2025Q3: 4,093 shares; 2025Q4: 3,354 shares 3,354 $617K 0.07% -739 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 976 shares; 2025Q4: 996 shares 996 $602K 0.07% +20 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: 12,146 shares; 2024Q4: 12,095 shares; 2025Q1: 12,074 shares; 2025Q2: 11,853 shares; 2025Q3: 10,534 shares; 2025Q4: 10,399 shares 10,399 $600K 0.07% -135 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,129 shares; 2025Q1: 6,247 shares; 2025Q2: 6,031 shares; 2025Q3: 5,564 shares; 2025Q4: 6,245 shares 6,245 $595K 0.07% +681 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,005 shares; 2025Q1: 14,856 shares; 2025Q2: 14,010 shares; 2025Q3: 13,265 shares; 2025Q4: 13,193 shares 13,193 $588K 0.07% -72 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 6,725 shares; 2025Q1: 7,042 shares; 2025Q2: 7,680 shares; 2025Q3: 7,654 shares; 2025Q4: 7,772 shares 7,772 $586K 0.07% +118 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: 8,008 shares; 2024Q4: 7,908 shares; 2025Q1: 7,609 shares; 2025Q2: 7,391 shares; 2025Q3: 7,527 shares; 2025Q4: 8,323 shares 8,323 $582K 0.07% +796 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES 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: 6,195 shares; 2025Q2: 5,630 shares; 2025Q3: 5,908 shares; 2025Q4: 3,706 shares 3,706 $575K 0.07% -2,202 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: 633 shares; 2024Q4: 627 shares; 2025Q1: 620 shares; 2025Q2: 700 shares; 2025Q3: 640 shares; 2025Q4: 652 shares 652 $573K 0.07% +12 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: 1,509 shares 1,509 $556K 0.06% -83 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: not reported; 2024Q4: 3,026 shares; 2025Q1: 4,087 shares; 2025Q2: 7,840 shares; 2025Q3: 8,201 shares; 2025Q4: 8,542 shares 8,542 $556K 0.06% +341 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: 7,171 shares; 2024Q4: 6,979 shares; 2025Q1: 7,827 shares; 2025Q2: 9,023 shares; 2025Q3: 9,722 shares; 2025Q4: 11,947 shares 11,947 $556K 0.06% +2,225 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 11,237 shares; 2025Q1: 11,240 shares; 2025Q2: 10,364 shares; 2025Q3: 10,324 shares; 2025Q4: 10,702 shares 10,702 $553K 0.06% +378 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,245 shares; 2024Q4: 49,545 shares; 2025Q1: 47,845 shares; 2025Q2: 47,795 shares; 2025Q3: 50,695 shares; 2025Q4: 52,495 shares 52,495 $551K 0.06% +1,800 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,067 shares; 2025Q1: 8,716 shares; 2025Q2: 7,486 shares; 2025Q3: 7,344 shares; 2025Q4: 8,533 shares 8,533 $550K 0.06% +1,189 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,864 shares; 2024Q4: 17,820 shares; 2025Q1: 17,643 shares; 2025Q2: 16,698 shares; 2025Q3: 18,059 shares; 2025Q4: 18,895 shares 18,895 $542K 0.06% +836 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,859 shares; 2025Q1: 2,178 shares; 2025Q2: 2,474 shares; 2025Q3: 3,289 shares; 2025Q4: 3,768 shares 3,768 $540K 0.06% +479 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,355 shares 16,355 $540K 0.06% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,673 shares; 2025Q1: 2,831 shares; 2025Q2: 2,845 shares; 2025Q3: 3,197 shares; 2025Q4: 5,035 shares 5,035 $529K 0.06% +1,838 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: 4,263 shares; 2024Q4: 4,077 shares; 2025Q1: 3,932 shares; 2025Q2: 5,872 shares; 2025Q3: 5,727 shares; 2025Q4: 6,271 shares 6,271 $523K 0.06% +544 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: 6,705 shares; 2024Q4: 6,332 shares; 2025Q1: 5,648 shares; 2025Q2: 5,432 shares; 2025Q3: 6,382 shares; 2025Q4: 6,293 shares 6,293 $521K 0.06% -89 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: 2,018 shares; 2024Q4: 1,946 shares; 2025Q1: 1,873 shares; 2025Q2: 1,834 shares; 2025Q3: 1,673 shares; 2025Q4: 1,692 shares 1,692 $517K 0.06% +19 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: 8,503 shares; 2024Q4: 8,407 shares; 2025Q1: 8,847 shares; 2025Q2: 8,431 shares; 2025Q3: 8,405 shares; 2025Q4: 8,783 shares 8,783 $513K 0.06% +378 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: 5,224 shares; 2024Q4: 5,025 shares; 2025Q1: 4,819 shares; 2025Q2: 4,517 shares; 2025Q3: 4,557 shares; 2025Q4: 4,477 shares 4,477 $509K 0.06% -80 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares 3,462 $501K 0.06% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 7,146 shares; 2025Q1: 9,704 shares; 2025Q2: 9,382 shares; 2025Q3: 8,709 shares; 2025Q4: 7,839 shares 7,839 $497K 0.06% -870 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,414 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares 2,428 $482K 0.05% 0 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: 8,650 shares; 2024Q4: 8,080 shares; 2025Q1: 16,329 shares; 2025Q2: 16,014 shares; 2025Q3: 16,585 shares; 2025Q4: 8,018 shares 8,018 $482K 0.05% -8,567 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,184 shares; 2025Q1: 1,153 shares; 2025Q2: 1,166 shares; 2025Q3: 885 shares; 2025Q4: 828 shares 828 $480K 0.05% -57 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,444 shares; 2025Q1: 8,444 shares; 2025Q2: 8,644 shares; 2025Q3: 8,644 shares; 2025Q4: 8,674 shares 8,674 $475K 0.05% +30 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 5,035 shares; 2025Q1: 6,322 shares; 2025Q2: 8,760 shares; 2025Q3: 8,955 shares; 2025Q4: 9,382 shares 9,382 $474K 0.05% +427 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: 1,865 shares; 2024Q4: 1,875 shares; 2025Q1: 1,862 shares; 2025Q2: 1,861 shares; 2025Q3: 1,788 shares; 2025Q4: 2,411 shares 2,411 $470K 0.05% +623 Timeline EWX 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: 6,722 shares; 2024Q4: 6,672 shares; 2025Q1: 6,562 shares; 2025Q2: 6,827 shares; 2025Q3: 7,080 shares; 2025Q4: 7,060 shares 7,060 $464K 0.05% -20 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,835 shares; 2024Q4: 12,606 shares; 2025Q1: 12,327 shares; 2025Q2: 11,952 shares; 2025Q3: 10,441 shares; 2025Q4: 10,461 shares 10,461 $462K 0.05% +20 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,503 shares; 2025Q1: 3,495 shares; 2025Q2: 3,497 shares; 2025Q3: 3,267 shares; 2025Q4: 3,264 shares 3,264 $461K 0.05% -3 Timeline IFRA 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: 4,516 shares; 2025Q3: 7,702 shares; 2025Q4: 8,612 shares 8,612 $453K 0.05% +910 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,470 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,559 shares; 2025Q4: 1,562 shares 1,562 $451K 0.05% +3 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,199 shares; 2025Q1: 2,159 shares; 2025Q2: 2,158 shares; 2025Q3: 2,263 shares; 2025Q4: 1,869 shares 1,869 $451K 0.05% -394 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,355 shares; 2025Q1: 8,349 shares; 2025Q2: 8,255 shares; 2025Q3: 8,205 shares; 2025Q4: 7,935 shares 7,935 $450K 0.05% -270 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,518 shares; 2025Q1: 1,520 shares; 2025Q2: 1,518 shares; 2025Q3: 1,548 shares; 2025Q4: 1,529 shares 1,529 $444K 0.05% -19 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,931 shares; 2024Q4: 20,770 shares; 2025Q1: 20,521 shares; 2025Q2: 19,879 shares; 2025Q3: 20,118 shares; 2025Q4: 19,016 shares 19,016 $439K 0.05% -1,102 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,842 shares 7,842 $438K 0.05% new Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 10,240 shares; 2025Q1: 9,940 shares; 2025Q2: not reported; 2025Q3: 21,274 shares; 2025Q4: 32,412 shares 32,412 $437K 0.05% +11,138 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 21,218 shares; 2025Q1: 21,280 shares; 2025Q2: 18,310 shares; 2025Q3: 16,448 shares; 2025Q4: 16,144 shares 16,144 $429K 0.05% -304 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: 1,994 shares; 2024Q4: 1,954 shares; 2025Q1: 1,991 shares; 2025Q2: 7,968 shares; 2025Q3: 7,965 shares; 2025Q4: 6,630 shares 6,630 $426K 0.05% -1,335 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,822 shares; 2025Q1: 4,831 shares; 2025Q2: 4,415 shares; 2025Q3: 4,331 shares; 2025Q4: 4,270 shares 4,270 $424K 0.05% -61 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: 17,677 shares; 2024Q4: 17,008 shares; 2025Q1: 17,479 shares; 2025Q2: 17,074 shares; 2025Q3: 16,615 shares; 2025Q4: 15,326 shares 15,326 $421K 0.05% -1,289 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: 2,129 shares; 2024Q4: 762 shares; 2025Q1: 707 shares; 2025Q2: 903 shares; 2025Q3: 1,207 shares; 2025Q4: 1,275 shares 1,275 $421K 0.05% +68 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,336 shares; 2024Q4: 95,651 shares; 2025Q1: 93,843 shares; 2025Q2: 89,627 shares; 2025Q3: 85,654 shares; 2025Q4: 82,027 shares 82,027 $418K 0.05% -3,627 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES 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: 14,055 shares; 2025Q2: 44,050 shares; 2025Q3: 43,035 shares; 2025Q4: 117,380 shares 117,380 $418K 0.05% +74,345 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,694 shares; 2024Q4: 32,884 shares; 2025Q1: 32,677 shares; 2025Q2: 33,068 shares; 2025Q3: 32,783 shares; 2025Q4: 31,831 shares 31,831 $418K 0.05% -952 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: 610 shares; 2024Q4: 622 shares; 2025Q1: 664 shares; 2025Q2: 626 shares; 2025Q3: 612 shares; 2025Q4: 708 shares 708 $411K 0.05% +96 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,647 shares; 2025Q4: 2,725 shares 2,725 $410K 0.05% +78 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,237 shares; 2024Q4: 62,743 shares; 2025Q1: 58,458 shares; 2025Q2: 60,063 shares; 2025Q3: 64,967 shares; 2025Q4: 63,875 shares 63,875 $406K 0.05% -1,092 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,538 shares; 2025Q1: 6,585 shares; 2025Q2: 6,296 shares; 2025Q3: 2,562 shares; 2025Q4: 2,512 shares 2,512 $402K 0.05% -50 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,711 shares; 2025Q4: 16,028 shares 16,028 $401K 0.05% +2,317 Timeline GOLD GOLD COM INC More: the full row for GOLD COM 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: 9,091 shares; 2025Q3: 10,785 shares; 2025Q4: 11,674 shares 11,674 $398K 0.05% +889 Timeline DGRE 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: 12,803 shares; 2024Q4: 12,813 shares; 2025Q1: 12,510 shares; 2025Q2: 12,580 shares; 2025Q3: 12,500 shares; 2025Q4: 12,650 shares 12,650 $396K 0.05% +150 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,806 shares; 2025Q3: 9,468 shares; 2025Q4: 9,869 shares 9,869 $391K 0.04% +401 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares 2,453 $391K 0.04% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,209 shares; 2025Q1: 4,666 shares; 2025Q2: 4,903 shares; 2025Q3: 4,742 shares; 2025Q4: 5,805 shares 5,805 $390K 0.04% +1,063 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: 3,823 shares; 2024Q4: 3,767 shares; 2025Q1: 3,712 shares; 2025Q2: 5,016 shares; 2025Q3: 4,967 shares; 2025Q4: 4,942 shares 4,942 $390K 0.04% -25 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: 1,490 shares; 2024Q4: 1,499 shares; 2025Q1: 1,571 shares; 2025Q2: 1,695 shares; 2025Q3: 1,586 shares; 2025Q4: 1,578 shares 1,578 $388K 0.04% -8 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 5,167 shares; 2025Q1: 6,349 shares; 2025Q2: 7,345 shares; 2025Q3: 6,945 shares; 2025Q4: 7,327 shares 7,327 $384K 0.04% +382 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 8,593 shares; 2025Q1: 8,164 shares; 2025Q2: 8,025 shares; 2025Q3: 6,312 shares; 2025Q4: 4,059 shares 4,059 $382K 0.04% -2,253 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 31,230 shares; 2025Q1: 28,765 shares; 2025Q2: 39,430 shares; 2025Q3: 56,230 shares; 2025Q4: 93,201 shares 93,201 $381K 0.04% +36,971 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,337 shares; 2025Q3: 18,942 shares; 2025Q4: 19,942 shares 19,942 $381K 0.04% +1,000 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 17,417 shares; 2025Q1: 17,187 shares; 2025Q2: 16,414 shares; 2025Q3: 13,684 shares; 2025Q4: 12,790 shares 12,790 $377K 0.04% -894 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,045 shares; 2024Q4: 87,663 shares; 2025Q1: 85,170 shares; 2025Q2: 66,840 shares; 2025Q3: 58,440 shares; 2025Q4: 58,140 shares 58,140 $376K 0.04% -300 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 6,127 shares; 2025Q1: 5,538 shares; 2025Q2: 5,277 shares; 2025Q3: 5,056 shares; 2025Q4: 4,685 shares 4,685 $369K 0.04% -371 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares; 2025Q4: 2,699 shares 2,699 $365K 0.04% -70 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: 2,446 shares; 2024Q4: 2,456 shares; 2025Q1: 1,003 shares; 2025Q2: 965 shares; 2025Q3: 940 shares; 2025Q4: 780 shares 780 $364K 0.04% -160 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: 3,547 shares; 2024Q4: 3,363 shares; 2025Q1: 3,238 shares; 2025Q2: 2,147 shares; 2025Q3: 1,560 shares; 2025Q4: 1,599 shares 1,599 $364K 0.04% +39 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 5,293 shares; 2025Q1: 5,256 shares; 2025Q2: 4,766 shares; 2025Q3: 4,553 shares; 2025Q4: 4,269 shares 4,269 $361K 0.04% -284 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $358K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,617 shares; 2025Q1: 3,545 shares; 2025Q2: 2,904 shares; 2025Q3: 2,901 shares; 2025Q4: 2,899 shares 2,899 $357K 0.04% -2 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,291 shares; 2025Q1: 1,393 shares; 2025Q2: 1,415 shares; 2025Q3: 1,312 shares; 2025Q4: 1,395 shares 1,395 $357K 0.04% +83 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,257 shares; 2025Q1: 2,373 shares; 2025Q2: 2,168 shares; 2025Q3: 2,158 shares; 2025Q4: 2,196 shares 2,196 $357K 0.04% +38 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: 3,702 shares; 2024Q4: 3,690 shares; 2025Q1: 3,849 shares; 2025Q2: 3,987 shares; 2025Q3: 3,613 shares; 2025Q4: 3,790 shares 3,790 $355K 0.04% +177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,088 shares 3,088 $349K 0.04% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,832 shares; 2025Q1: 2,678 shares; 2025Q2: 2,565 shares; 2025Q3: 2,390 shares; 2025Q4: 2,347 shares 2,347 $349K 0.04% -43 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 15,917 shares; 2025Q1: 3,642 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,872 shares 8,872 $347K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,876 shares 1,876 $347K 0.04% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,753 shares; 2025Q1: 2,757 shares; 2025Q2: 2,714 shares; 2025Q3: 2,620 shares; 2025Q4: 2,662 shares 2,662 $346K 0.04% +42 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 559 shares; 2025Q1: 549 shares; 2025Q2: 508 shares; 2025Q3: 509 shares; 2025Q4: 458 shares 458 $345K 0.04% -51 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,652 shares; 2025Q4: 14,483 shares 14,483 $343K 0.04% +5,831 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 831 shares 831 $343K 0.04% -53 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: 6,834 shares; 2024Q4: 6,977 shares; 2025Q1: 7,348 shares; 2025Q2: 7,509 shares; 2025Q3: 7,490 shares; 2025Q4: 7,853 shares 7,853 $343K 0.04% +363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,202 shares 4,202 $339K 0.04% new 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: 5,716 shares; 2024Q4: 5,718 shares; 2025Q1: 5,469 shares; 2025Q2: 4,684 shares; 2025Q3: 4,347 shares; 2025Q4: 4,049 shares 4,049 $339K 0.04% -298 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,250 shares 14,250 $337K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,132 shares; 2025Q1: 1,122 shares; 2025Q2: 1,055 shares; 2025Q3: 1,050 shares; 2025Q4: 1,306 shares 1,306 $336K 0.04% +256 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: 11,925 shares; 2024Q4: 12,971 shares; 2025Q1: 13,846 shares; 2025Q2: 13,980 shares; 2025Q3: 14,020 shares; 2025Q4: 12,729 shares 12,729 $335K 0.04% -1,291 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,048 shares; 2025Q1: 4,057 shares; 2025Q2: 4,042 shares; 2025Q3: 3,871 shares; 2025Q4: 3,304 shares 3,304 $333K 0.04% -567 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: 6,595 shares; 2024Q4: 6,433 shares; 2025Q1: 6,149 shares; 2025Q2: 5,797 shares; 2025Q3: 4,519 shares; 2025Q4: 4,406 shares 4,406 $332K 0.04% -113 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: 5,920 shares; 2024Q4: 5,845 shares; 2025Q1: 5,626 shares; 2025Q2: 5,476 shares; 2025Q3: 5,851 shares; 2025Q4: 5,870 shares 5,870 $331K 0.04% +19 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,167 shares 2,167 $329K 0.04% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,690 shares; 2025Q1: 32,154 shares; 2025Q2: 31,371 shares; 2025Q3: 31,847 shares; 2025Q4: 32,861 shares 32,861 $329K 0.04% +1,014 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: 1,444 shares; 2024Q4: not reported; 2025Q1: 1,447 shares; 2025Q2: 1,533 shares; 2025Q3: 2,211 shares; 2025Q4: 2,118 shares 2,118 $328K 0.04% -93 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 6,328 shares; 2025Q3: 4,446 shares; 2025Q4: 3,696 shares 3,696 $325K 0.04% -750 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: 696 shares; 2024Q4: 688 shares; 2025Q1: 649 shares; 2025Q2: 645 shares; 2025Q3: 632 shares; 2025Q4: 621 shares 621 $325K 0.04% -11 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,935 shares; 2025Q4: 3,872 shares 3,872 $323K 0.04% -63 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 17,127 shares; 2025Q1: 18,266 shares; 2025Q2: 17,004 shares; 2025Q3: 15,216 shares; 2025Q4: 13,329 shares 13,329 $321K 0.04% -1,887 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 2,403 shares; 2025Q2: 2,255 shares; 2025Q3: 2,220 shares; 2025Q4: 2,143 shares 2,143 $319K 0.04% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,607 shares; 2025Q3: 1,597 shares; 2025Q4: 1,608 shares 1,608 $317K 0.04% +11 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,716 shares; 2025Q1: 3,717 shares; 2025Q2: 3,593 shares; 2025Q3: 2,920 shares; 2025Q4: 2,507 shares 2,507 $315K 0.04% -413 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: 976 shares; 2024Q4: 925 shares; 2025Q1: 775 shares; 2025Q2: 891 shares; 2025Q3: 838 shares; 2025Q4: 737 shares 737 $314K 0.04% -101 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,251 shares; 2025Q1: 2,285 shares; 2025Q2: 1,747 shares; 2025Q3: 1,705 shares; 2025Q4: 1,708 shares 1,708 $314K 0.04% +3 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: 1,557 shares; 2024Q4: 1,480 shares; 2025Q1: 1,647 shares; 2025Q2: 1,585 shares; 2025Q3: 1,602 shares; 2025Q4: 1,616 shares 1,616 $314K 0.04% +14 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: 2,386 shares; 2025Q3: 2,515 shares; 2025Q4: 2,767 shares 2,767 $313K 0.04% +252 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,098 shares; 2025Q1: 1,879 shares; 2025Q2: 1,864 shares; 2025Q3: 1,593 shares; 2025Q4: 1,453 shares 1,453 $311K 0.04% -140 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: 4,235 shares; 2024Q4: 5,386 shares; 2025Q1: 4,662 shares; 2025Q2: 4,567 shares; 2025Q3: 4,347 shares; 2025Q4: 3,823 shares 3,823 $309K 0.04% -524 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 11,219 shares; 2025Q1: 14,691 shares; 2025Q2: 13,133 shares; 2025Q3: 2,192 shares; 2025Q4: 2,141 shares 2,141 $308K 0.04% -51 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,134 shares; 2025Q1: 976 shares; 2025Q2: 909 shares; 2025Q3: 1,094 shares; 2025Q4: 832 shares 832 $307K 0.04% -262 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,558 shares; 2024Q4: 25,771 shares; 2025Q1: 22,865 shares; 2025Q2: 22,434 shares; 2025Q3: 21,974 shares; 2025Q4: 19,320 shares 19,320 $306K 0.03% -2,654 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 8,832 shares; 2025Q4: 9,222 shares 9,222 $305K 0.03% +390 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: 1,857 shares; 2024Q4: 2,040 shares; 2025Q1: 2,181 shares; 2025Q2: 2,126 shares; 2025Q3: 1,791 shares; 2025Q4: 1,961 shares 1,961 $304K 0.03% +170 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,754 shares; 2025Q1: 1,733 shares; 2025Q2: 1,688 shares; 2025Q3: 1,680 shares; 2025Q4: 1,750 shares 1,750 $304K 0.03% +70 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,351 shares 4,351 $303K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,020 shares; 2024Q4: 23,012 shares; 2025Q1: 22,343 shares; 2025Q2: 22,059 shares; 2025Q3: 12,192 shares; 2025Q4: 4,362 shares 4,362 $303K 0.03% -7,830 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: 1,305 shares; 2024Q4: 1,266 shares; 2025Q1: 528 shares; 2025Q2: 507 shares; 2025Q3: 391 shares; 2025Q4: 369 shares 369 $299K 0.03% -22 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 712 shares 712 $299K 0.03% -4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 2,242 shares; 2025Q4: 2,157 shares 2,157 $297K 0.03% -85 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,270 shares; 2024Q4: 27,770 shares; 2025Q1: 27,770 shares; 2025Q2: 27,770 shares; 2025Q3: 26,553 shares; 2025Q4: 26,553 shares 26,553 $297K 0.03% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 16,734 shares; 2025Q1: 14,461 shares; 2025Q2: 13,511 shares; 2025Q3: 12,645 shares; 2025Q4: 11,615 shares 11,615 $297K 0.03% -1,030 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: 1,070 shares; 2024Q4: 992 shares; 2025Q1: 945 shares; 2025Q2: 917 shares; 2025Q3: 881 shares; 2025Q4: 638 shares 638 $297K 0.03% -243 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 1,038 shares; 2025Q4: 1,223 shares 1,223 $297K 0.03% +185 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 9,531 shares; 2025Q1: 9,147 shares; 2025Q2: 8,438 shares; 2025Q3: 8,647 shares; 2025Q4: 8,538 shares 8,538 $297K 0.03% -109 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 6,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,396 shares; 2025Q4: 13,443 shares 13,443 $295K 0.03% +3,047 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: 906 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928 shares; 2025Q4: 1,003 shares 1,003 $295K 0.03% +75 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,583 shares; 2025Q1: 6,047 shares; 2025Q2: not reported; 2025Q3: 6,172 shares; 2025Q4: 6,072 shares 6,072 $292K 0.03% -100 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: 1,528 shares; 2024Q4: 1,490 shares; 2025Q1: 1,378 shares; 2025Q2: 1,276 shares; 2025Q3: 1,264 shares; 2025Q4: 981 shares 981 $290K 0.03% -283 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,722 shares; 2025Q1: 4,152 shares; 2025Q2: 3,882 shares; 2025Q3: 4,041 shares; 2025Q4: 3,705 shares 3,705 $287K 0.03% -336 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: 1,735 shares; 2025Q3: 1,721 shares; 2025Q4: 1,734 shares 1,734 $283K 0.03% +13 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,447 shares; 2024Q4: 7,974 shares; 2025Q1: 8,391 shares; 2025Q2: 6,791 shares; 2025Q3: 5,907 shares; 2025Q4: 6,063 shares 6,063 $282K 0.03% +156 Timeline EDC DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,118 shares; 2025Q3: 6,163 shares; 2025Q4: 5,103 shares 5,103 $278K 0.03% -1,060 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,300 shares; 2024Q4: 81,300 shares; 2025Q1: 87,450 shares; 2025Q2: 93,050 shares; 2025Q3: 82,500 shares; 2025Q4: 75,850 shares 75,850 $278K 0.03% -6,650 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 2,273 shares 2,273 $277K 0.03% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,028 shares; 2025Q4: 4,359 shares 4,359 $277K 0.03% +331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,388 shares 26,388 $275K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 2,324 shares; 2025Q4: 2,350 shares 2,350 $274K 0.03% +26 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,135 shares; 2025Q4: 18,243 shares 18,243 $274K 0.03% +6,108 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: 795 shares; 2024Q4: 2,127 shares; 2025Q1: 2,072 shares; 2025Q2: 1,526 shares; 2025Q3: 1,487 shares; 2025Q4: 1,484 shares 1,484 $273K 0.03% -3 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,113 shares 3,113 $271K 0.03% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 8,706 shares; 2025Q1: 8,706 shares; 2025Q2: 8,706 shares; 2025Q3: 8,706 shares; 2025Q4: 8,706 shares 8,706 $270K 0.03% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,484 shares 6,484 $267K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares 575 $261K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares 1,467 $260K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,321 shares 8,321 $260K 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,052 shares; 2025Q1: 1,238 shares; 2025Q2: 1,206 shares; 2025Q3: 1,209 shares; 2025Q4: 1,215 shares 1,215 $258K 0.03% +6 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,611 shares; 2025Q4: 2,046 shares 2,046 $258K 0.03% +435 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,688 shares 1,688 $253K 0.03% new 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: 7,252 shares; 2024Q4: 7,077 shares; 2025Q1: 6,271 shares; 2025Q2: 6,201 shares; 2025Q3: 6,189 shares; 2025Q4: 5,169 shares 5,169 $250K 0.03% -1,020 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: not reported; 2024Q4: 985 shares; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,053 shares; 2025Q4: 2,090 shares 2,090 $250K 0.03% +1,037 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,533 shares; 2025Q4: 3,188 shares 3,188 $249K 0.03% -345 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: 3,602 shares; 2024Q4: 3,411 shares; 2025Q1: 3,405 shares; 2025Q2: 3,287 shares; 2025Q3: 3,142 shares; 2025Q4: 2,824 shares 2,824 $249K 0.03% -318 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,966 shares; 2025Q4: 18,797 shares 18,797 $248K 0.03% +6,831 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,327 shares; 2025Q1: 1,463 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares; 2025Q4: 1,152 shares 1,152 $247K 0.03% -419 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,342 shares; 2025Q1: 1,347 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,172 shares 1,172 $246K 0.03% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares 1,603 $245K 0.03% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,096 shares; 2025Q1: 3,076 shares; 2025Q2: 2,978 shares; 2025Q3: 2,843 shares; 2025Q4: 2,823 shares 2,823 $243K 0.03% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,068 shares 5,068 $242K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,059 shares; 2024Q4: 26,967 shares; 2025Q1: 8,869 shares; 2025Q2: 8,861 shares; 2025Q3: 8,636 shares; 2025Q4: 7,496 shares 7,496 $242K 0.03% -1,140 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 459 shares; 2025Q1: 437 shares; 2025Q2: 423 shares; 2025Q3: 428 shares; 2025Q4: 362 shares 362 $240K 0.03% -66 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: 534 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 507 shares 507 $240K 0.03% -20 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: 2,985 shares 2,985 $240K 0.03% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares 410 $237K 0.03% new 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: 1,244 shares; 2024Q4: 1,237 shares; 2025Q1: 1,254 shares; 2025Q2: 1,102 shares; 2025Q3: 1,091 shares; 2025Q4: 1,191 shares 1,191 $236K 0.03% +100 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares 3,193 $236K 0.03% new Timeline GOAU 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: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares 5,540 $236K 0.03% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,830 shares; 2025Q3: 7,860 shares; 2025Q4: 7,695 shares 7,695 $235K 0.03% -165 Timeline BMBL BUMBLE INC More: the full row for BUMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,882 shares; 2024Q4: 64,497 shares; 2025Q1: 70,019 shares; 2025Q2: 62,071 shares; 2025Q3: 60,966 shares; 2025Q4: 65,798 shares 65,798 $235K 0.03% +4,832 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 3,995 shares 3,995 $234K 0.03% +125 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: 2,303 shares; 2024Q4: 2,278 shares; 2025Q1: 2,314 shares; 2025Q2: 2,582 shares; 2025Q3: 3,386 shares; 2025Q4: 2,348 shares 2,348 $233K 0.03% -1,038 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,843 shares 6,843 $232K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 1,921 shares 1,921 $230K 0.03% -111 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,081 shares; 2025Q1: 3,082 shares; 2025Q2: 2,812 shares; 2025Q3: 2,723 shares; 2025Q4: 1,593 shares 1,593 $229K 0.03% -1,130 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,414 shares; 2025Q1: 6,691 shares; 2025Q2: 6,452 shares; 2025Q3: 5,759 shares; 2025Q4: 5,793 shares 5,793 $228K 0.03% +34 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,775 shares; 2024Q4: 16,836 shares; 2025Q1: 17,139 shares; 2025Q2: 18,959 shares; 2025Q3: 20,903 shares; 2025Q4: 21,168 shares 21,168 $227K 0.03% +265 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,531 shares; 2024Q4: 31,031 shares; 2025Q1: 30,710 shares; 2025Q2: 30,443 shares; 2025Q3: 30,628 shares; 2025Q4: 29,465 shares 29,465 $226K 0.03% -1,163 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,320 shares; 2025Q1: 4,900 shares; 2025Q2: 5,050 shares; 2025Q3: 5,000 shares; 2025Q4: 4,400 shares 4,400 $221K 0.03% -600 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,814 shares; 2025Q4: 1,810 shares 1,810 $220K 0.03% -4 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: 2,416 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,690 shares; 2025Q4: 2,738 shares 2,738 $220K 0.03% +48 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: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 3,980 shares; 2025Q3: 4,303 shares; 2025Q4: 1,366 shares 1,366 $219K 0.02% -2,937 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: 1,846 shares; 2024Q4: 1,832 shares; 2025Q1: 1,809 shares; 2025Q2: 2,038 shares; 2025Q3: 1,969 shares; 2025Q4: 1,746 shares 1,746 $219K 0.02% -223 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108 shares 108 $218K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 4,676 shares; 2025Q1: 4,724 shares; 2025Q2: 4,163 shares; 2025Q3: 4,171 shares; 2025Q4: 1,072 shares 1,072 $218K 0.02% -3,099 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,238 shares; 2025Q3: 1,198 shares; 2025Q4: 1,052 shares 1,052 $217K 0.02% -146 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,302 shares; 2025Q1: 1,443 shares; 2025Q2: 1,440 shares; 2025Q3: 1,377 shares; 2025Q4: 1,400 shares 1,400 $217K 0.02% +23 Timeline SHNY BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest 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: 1,638 shares 1,638 $214K 0.02% 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: 10,752 shares; 2024Q4: 15,389 shares; 2025Q1: 15,105 shares; 2025Q2: 10,884 shares; 2025Q3: 10,267 shares; 2025Q4: 5,897 shares 5,897 $214K 0.02% -4,370 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,187 shares; 2024Q4: 42,777 shares; 2025Q1: 43,313 shares; 2025Q2: 34,965 shares; 2025Q3: 26,029 shares; 2025Q4: 16,160 shares 16,160 $213K 0.02% -9,869 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 2,671 shares 2,671 $212K 0.02% +15 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 4,846 shares; 2025Q1: 4,822 shares; 2025Q2: 4,687 shares; 2025Q3: 4,552 shares; 2025Q4: 4,212 shares 4,212 $212K 0.02% -340 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 7,144 shares; 2025Q1: 7,125 shares; 2025Q2: 6,518 shares; 2025Q3: 5,165 shares; 2025Q4: 3,431 shares 3,431 $212K 0.02% -1,734 Timeline CALC CALCIMEDICA INC More: the full row for CALCIMEDICA 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: 16,400 shares; 2025Q2: 50,450 shares; 2025Q3: 42,700 shares; 2025Q4: 31,850 shares 31,850 $210K 0.02% -10,850 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 629 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares 373 $210K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,259 shares 4,259 $210K 0.02% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 24,120 shares; 2025Q1: 31,408 shares; 2025Q2: 43,895 shares; 2025Q3: 110,222 shares; 2025Q4: 23,911 shares 23,911 $209K 0.02% -86,311 Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 5,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,893 shares 5,893 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $206K 0.02% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares 5,807 $204K 0.02% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,386 shares 3,386 $203K 0.02% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 672 shares 672 $203K 0.02% -5 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,224 shares 7,224 $202K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 768 shares 768 $202K 0.02% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 976 shares 976 $201K 0.02% -5 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 18,416 shares; 2025Q1: 18,416 shares; 2025Q2: 18,416 shares; 2025Q3: 18,416 shares; 2025Q4: 18,416 shares 18,416 $199K 0.02% 0 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 14,026 shares; 2025Q1: 15,066 shares; 2025Q2: 16,018 shares; 2025Q3: 19,089 shares; 2025Q4: 20,575 shares 20,575 $173K 0.02% +1,486 Timeline ASAN ASANA INC More: the full row for ASANA 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: 10,047 shares; 2025Q2: 10,769 shares; 2025Q3: 11,691 shares; 2025Q4: 12,489 shares 12,489 $171K 0.02% +798 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,865 shares; 2024Q4: 18,865 shares; 2025Q1: 18,865 shares; 2025Q2: 18,865 shares; 2025Q3: 18,615 shares; 2025Q4: 15,743 shares 15,743 $169K 0.02% -2,872 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 11,998 shares; 2025Q1: 11,998 shares; 2025Q2: 12,070 shares; 2025Q3: 12,304 shares; 2025Q4: 10,506 shares 10,506 $169K 0.02% -1,798 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,301 shares; 2024Q4: 38,151 shares; 2025Q1: 37,851 shares; 2025Q2: 36,911 shares; 2025Q3: 36,591 shares; 2025Q4: 36,382 shares 36,382 $138K 0.02% -209 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest 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: 10,478 shares 10,478 $120K 0.01% new Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,536 shares; 2024Q4: 25,548 shares; 2025Q1: 25,109 shares; 2025Q2: 48,528 shares; 2025Q3: 62,908 shares; 2025Q4: 98,016 shares 98,016 $112K 0.01% +35,108 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,993 shares; 2024Q4: 19,925 shares; 2025Q1: 19,925 shares; 2025Q2: 22,175 shares; 2025Q3: 21,550 shares; 2025Q4: 21,550 shares 21,550 $105K 0.01% 0 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 10,621 shares; 2025Q1: 10,621 shares; 2025Q2: 10,621 shares; 2025Q3: 10,433 shares; 2025Q4: 10,433 shares 10,433 $105K 0.01% 0 JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,206 shares; 2024Q4: 13,069 shares; 2025Q1: 13,069 shares; 2025Q2: 13,069 shares; 2025Q3: 12,819 shares; 2025Q4: 12,841 shares 12,841 $104K 0.01% +22 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,666 shares; 2024Q4: 35,010 shares; 2025Q1: 29,323 shares; 2025Q2: 28,704 shares; 2025Q3: 27,258 shares; 2025Q4: 21,153 shares 21,153 $85.7K 0.01% -6,105 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,791 shares; 2025Q1: 10,843 shares; 2025Q2: 10,808 shares; 2025Q3: 10,933 shares; 2025Q4: 10,937 shares 10,937 $82.2K 0.01% +4 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,596 shares; 2024Q4: 36,125 shares; 2025Q1: 36,125 shares; 2025Q2: 37,591 shares; 2025Q3: 41,897 shares; 2025Q4: 31,987 shares 31,987 $79K 0.01% -9,910 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,382 shares; 2025Q4: 10,256 shares 10,256 $75.1K 0.01% -2,126 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 27,000 shares; 2025Q1: 24,200 shares; 2025Q2: 13,300 shares; 2025Q3: 11,600 shares; 2025Q4: 11,500 shares 11,500 $65.1K 0.01% -100 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,701 shares; 2024Q4: 83,085 shares; 2025Q1: 81,822 shares; 2025Q2: 63,990 shares; 2025Q3: 48,644 shares; 2025Q4: 38,014 shares 38,014 $52.8K 0.01% -10,630 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE 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: 10,258 shares 10,258 $49K 0.01% new Timeline