DSTL 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: 1,345,657 shares; 2024Q4: 1,408,614 shares; 2025Q1: 1,427,217 shares; 2025Q2: 1,381,445 shares; 2025Q3: 1,383,274 shares; 2025Q4: 1,419,594 shares 1,419,594 $83.6M 11.13% +36,320 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: 208,467 shares; 2024Q4: 215,595 shares; 2025Q1: 217,815 shares; 2025Q2: 221,109 shares; 2025Q3: 221,863 shares; 2025Q4: 222,500 shares 222,500 $74.6M 9.93% +637 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,984 shares; 2024Q4: 286,519 shares; 2025Q1: 303,160 shares; 2025Q2: 344,830 shares; 2025Q3: 469,165 shares; 2025Q4: 545,598 shares 545,598 $55.9M 7.44% +76,433 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: 217,057 shares; 2024Q4: 222,350 shares; 2025Q1: 217,207 shares; 2025Q2: 205,765 shares; 2025Q3: 212,793 shares; 2025Q4: 215,550 shares 215,550 $45.7M 6.08% +2,757 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: 458,858 shares; 2024Q4: 454,253 shares; 2025Q1: 461,065 shares; 2025Q2: 456,554 shares; 2025Q3: 455,731 shares; 2025Q4: 457,943 shares 457,943 $34.5M 4.6% +2,212 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,793 shares; 2024Q4: 392,059 shares; 2025Q1: 427,479 shares; 2025Q2: 473,350 shares; 2025Q3: 554,982 shares; 2025Q4: 540,549 shares 540,549 $33.8M 4.49% -14,433 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923,948 shares; 2025Q3: 665,696 shares; 2025Q4: 547,480 shares 547,480 $28M 3.72% -118,216 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: 91,443 shares; 2024Q4: 91,628 shares; 2025Q1: 92,206 shares; 2025Q2: 92,705 shares; 2025Q3: 92,905 shares; 2025Q4: 93,596 shares 93,596 $21.6M 2.88% +691 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: 32,144 shares; 2024Q4: 31,975 shares; 2025Q1: 31,719 shares; 2025Q2: 31,400 shares; 2025Q3: 31,007 shares; 2025Q4: 31,360 shares 31,360 $19.7M 2.62% +353 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: 84,941 shares; 2024Q4: 84,940 shares; 2025Q1: 84,968 shares; 2025Q2: 84,897 shares; 2025Q3: 84,919 shares; 2025Q4: 85,011 shares 85,011 $19.7M 2.62% +92 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: 62,490 shares; 2024Q4: 62,953 shares; 2025Q1: 63,684 shares; 2025Q2: 58,577 shares; 2025Q3: 58,261 shares; 2025Q4: 57,143 shares 57,143 $15.5M 2.07% -1,118 Timeline DFAW 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: 187,839 shares; 2024Q4: 195,198 shares; 2025Q1: 214,416 shares; 2025Q2: 217,521 shares; 2025Q3: 202,768 shares; 2025Q4: 205,711 shares 205,711 $15.2M 2.03% +2,943 Timeline DFIS 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: 204,132 shares; 2024Q4: 232,397 shares; 2025Q1: 250,831 shares; 2025Q2: 271,668 shares; 2025Q3: 333,908 shares; 2025Q4: 353,710 shares 353,710 $11.7M 1.55% +19,802 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: 33,158 shares; 2024Q4: 33,130 shares; 2025Q1: 33,027 shares; 2025Q2: 58,072 shares; 2025Q3: 57,863 shares; 2025Q4: 57,848 shares 57,848 $11M 1.47% -15 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,393 shares; 2024Q4: 21,646 shares; 2025Q1: 21,648 shares; 2025Q2: 21,466 shares; 2025Q3: 21,349 shares; 2025Q4: 21,304 shares 21,304 $10.3M 1.37% -45 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: 435,540 shares; 2025Q1: 435,540 shares; 2025Q2: 435,540 shares; 2025Q3: 435,540 shares; 2025Q4: 435,540 shares 435,540 $10.3M 1.37% 0 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: 13,624 shares; 2024Q4: 13,627 shares; 2025Q1: 13,649 shares; 2025Q2: 13,693 shares; 2025Q3: 13,964 shares; 2025Q4: 14,236 shares 14,236 $9.75M 1.3% +272 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: 29,060 shares; 2024Q4: 29,061 shares; 2025Q1: 29,573 shares; 2025Q2: 29,541 shares; 2025Q3: 30,046 shares; 2025Q4: 28,763 shares 28,763 $9.03M 1.2% -1,283 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: 128,063 shares; 2024Q4: 135,889 shares; 2025Q1: 137,543 shares; 2025Q2: 141,736 shares; 2025Q3: 150,635 shares; 2025Q4: 157,677 shares 157,677 $8.48M 1.13% +7,042 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,201 shares; 2024Q4: 309,545 shares; 2025Q1: 309,119 shares; 2025Q2: 307,296 shares; 2025Q3: 312,329 shares; 2025Q4: 312,125 shares 312,125 $7.61M 1.01% -204 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: 33,929 shares; 2024Q4: 36,289 shares; 2025Q1: 35,897 shares; 2025Q2: 38,682 shares; 2025Q3: 39,126 shares; 2025Q4: 38,446 shares 38,446 $7.17M 0.95% -680 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: 21,349 shares; 2024Q4: 21,363 shares; 2025Q1: 21,505 shares; 2025Q2: 21,414 shares; 2025Q3: 21,340 shares; 2025Q4: 21,094 shares 21,094 $6.8M 0.9% -246 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,557 shares; 2024Q4: 28,236 shares; 2025Q1: 27,610 shares; 2025Q2: 52,954 shares; 2025Q3: 52,957 shares; 2025Q4: 52,961 shares 52,961 $6.02M 0.8% +4 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: 28,082 shares; 2024Q4: 27,611 shares; 2025Q1: 24,497 shares; 2025Q2: 23,291 shares; 2025Q3: 22,811 shares; 2025Q4: 22,722 shares 22,722 $5.86M 0.78% -89 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: 170,885 shares; 2024Q4: 170,885 shares; 2025Q1: 170,885 shares; 2025Q2: 170,885 shares; 2025Q3: 170,885 shares; 2025Q4: 170,885 shares 170,885 $5.64M 0.75% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,449 shares; 2025Q1: 6,396 shares; 2025Q2: 6,304 shares; 2025Q3: 7,134 shares; 2025Q4: 7,105 shares 7,105 $4.84M 0.64% -29 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,030 shares; 2025Q1: 52,954 shares; 2025Q2: 52,954 shares; 2025Q3: 52,954 shares; 2025Q4: 52,954 shares 52,954 $4.57M 0.61% 0 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,386 shares; 2025Q3: 195,386 shares; 2025Q4: 195,385 shares 195,385 $4.14M 0.55% -1 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,143 shares; 2024Q4: 30,223 shares; 2025Q1: 34,284 shares; 2025Q2: 46,825 shares; 2025Q3: 46,825 shares; 2025Q4: 45,148 shares 45,148 $3.72M 0.49% -1,677 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: 53,658 shares; 2024Q4: 52,570 shares; 2025Q1: 54,654 shares; 2025Q2: 53,151 shares; 2025Q3: 60,474 shares; 2025Q4: 62,557 shares 62,557 $3.44M 0.46% +2,083 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,067 shares; 2024Q4: 40,207 shares; 2025Q1: 40,195 shares; 2025Q2: 40,171 shares; 2025Q3: 40,171 shares; 2025Q4: 40,047 shares 40,047 $3.41M 0.45% -124 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,793 shares; 2024Q4: 17,761 shares; 2025Q1: 17,188 shares; 2025Q2: 16,104 shares; 2025Q3: 16,104 shares; 2025Q4: 16,123 shares 16,123 $3.25M 0.43% +19 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: 58,505 shares; 2024Q4: 59,606 shares; 2025Q1: 59,635 shares; 2025Q2: 58,850 shares; 2025Q3: 58,156 shares; 2025Q4: 58,111 shares 58,111 $3.18M 0.42% -45 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: 16,456 shares; 2024Q4: 17,116 shares; 2025Q1: 17,894 shares; 2025Q2: 20,452 shares; 2025Q3: 20,540 shares; 2025Q4: 28,325 shares 28,325 $3.16M 0.42% +7,785 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: 9,685 shares; 2024Q4: 10,170 shares; 2025Q1: 11,122 shares; 2025Q2: 10,752 shares; 2025Q3: 10,804 shares; 2025Q4: 9,724 shares 9,724 $3.04M 0.41% -1,080 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,713 shares; 2024Q4: 40,787 shares; 2025Q1: 40,887 shares; 2025Q2: 39,505 shares; 2025Q3: 37,505 shares; 2025Q4: 37,685 shares 37,685 $2.92M 0.39% +180 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,865 shares; 2024Q4: 31,320 shares; 2025Q1: 31,260 shares; 2025Q2: 31,109 shares; 2025Q3: 32,052 shares; 2025Q4: 37,937 shares 37,937 $2.79M 0.37% +5,885 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: 2,366 shares; 2024Q4: 2,409 shares; 2025Q1: 2,488 shares; 2025Q2: 2,431 shares; 2025Q3: 2,479 shares; 2025Q4: 2,595 shares 2,595 $2.79M 0.37% +116 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,536 shares; 2024Q4: 54,988 shares; 2025Q1: 54,067 shares; 2025Q2: 55,530 shares; 2025Q3: 55,290 shares; 2025Q4: 56,095 shares 56,095 $2.55M 0.34% +805 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: 4,044 shares; 2024Q4: 4,018 shares; 2025Q1: 3,865 shares; 2025Q2: 3,805 shares; 2025Q3: 3,846 shares; 2025Q4: 3,772 shares 3,772 $2.49M 0.33% -74 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,395 shares; 2024Q4: 38,917 shares; 2025Q1: 38,876 shares; 2025Q2: 47,345 shares; 2025Q3: 50,887 shares; 2025Q4: 54,958 shares 54,958 $2.44M 0.33% +4,071 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: 4,395 shares; 2024Q4: 4,402 shares; 2025Q1: 5,246 shares; 2025Q2: 5,103 shares; 2025Q3: 5,430 shares; 2025Q4: 4,853 shares 4,853 $2.44M 0.32% -577 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: 10,580 shares; 2024Q4: 9,544 shares; 2025Q1: 10,030 shares; 2025Q2: 10,482 shares; 2025Q3: 10,459 shares; 2025Q4: 11,146 shares 11,146 $2.31M 0.31% +687 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 31,673 shares; 2025Q1: 39,945 shares; 2025Q2: 87,406 shares; 2025Q3: 86,429 shares; 2025Q4: 85,295 shares 85,295 $2.24M 0.3% -1,134 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: 29,855 shares; 2024Q4: 29,942 shares; 2025Q1: 30,660 shares; 2025Q2: 30,929 shares; 2025Q3: 31,920 shares; 2025Q4: 31,851 shares 31,851 $2.23M 0.3% -69 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: 9,485 shares; 2024Q4: 9,863 shares; 2025Q1: 9,783 shares; 2025Q2: 9,986 shares; 2025Q3: 10,223 shares; 2025Q4: 11,068 shares 11,068 $2.16M 0.29% +845 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: 5,853 shares; 2024Q4: 5,720 shares; 2025Q1: 6,003 shares; 2025Q2: 5,958 shares; 2025Q3: 6,654 shares; 2025Q4: 14,940 shares 14,940 $2.14M 0.29% +8,286 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,225 shares; 2024Q4: 19,249 shares; 2025Q1: 19,114 shares; 2025Q2: 19,116 shares; 2025Q3: 19,117 shares; 2025Q4: 19,120 shares 19,120 $2.11M 0.28% +3 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,268 shares; 2025Q1: 6,835 shares; 2025Q2: 19,022 shares; 2025Q3: 19,101 shares; 2025Q4: 20,134 shares 20,134 $2.05M 0.27% +1,033 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: 2,844 shares; 2024Q4: 2,830 shares; 2025Q1: 2,827 shares; 2025Q2: 2,867 shares; 2025Q3: 2,894 shares; 2025Q4: 2,978 shares 2,978 $1.97M 0.26% +84 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,528 shares; 2024Q4: 51,528 shares; 2025Q1: 51,528 shares; 2025Q2: 51,528 shares; 2025Q3: 51,528 shares; 2025Q4: 51,528 shares 51,528 $1.9M 0.25% 0 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: 2,139 shares; 2024Q4: 2,212 shares; 2025Q1: 2,237 shares; 2025Q2: 2,270 shares; 2025Q3: 2,231 shares; 2025Q4: 2,176 shares 2,176 $1.88M 0.25% -55 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,293 shares; 2024Q4: 23,689 shares; 2025Q1: 23,689 shares; 2025Q2: 20,089 shares; 2025Q3: 19,781 shares; 2025Q4: 19,447 shares 19,447 $1.87M 0.25% -334 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: 2,869 shares; 2024Q4: 2,897 shares; 2025Q1: 3,343 shares; 2025Q2: 3,194 shares; 2025Q3: 3,214 shares; 2025Q4: 3,247 shares 3,247 $1.86M 0.25% +33 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: 9,794 shares; 2024Q4: 9,898 shares; 2025Q1: 9,909 shares; 2025Q2: 11,304 shares; 2025Q3: 12,674 shares; 2025Q4: 12,714 shares 12,714 $1.79M 0.24% +40 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,005 shares; 2024Q4: 66,199 shares; 2025Q1: 63,362 shares; 2025Q2: 63,199 shares; 2025Q3: 66,319 shares; 2025Q4: 66,166 shares 66,166 $1.78M 0.24% -153 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: 8,735 shares; 2024Q4: 8,056 shares; 2025Q1: 8,030 shares; 2025Q2: 8,030 shares; 2025Q3: 7,212 shares; 2025Q4: 6,988 shares 6,988 $1.72M 0.23% -224 Timeline DFEM 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: 15,194 shares; 2024Q4: 19,199 shares; 2025Q1: 19,320 shares; 2025Q2: 24,810 shares; 2025Q3: 41,299 shares; 2025Q4: 51,311 shares 51,311 $1.7M 0.23% +10,012 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,326 shares; 2025Q2: 7,938 shares; 2025Q3: 7,938 shares; 2025Q4: 7,938 shares 7,938 $1.65M 0.22% 0 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: 30,219 shares; 2024Q4: 23,621 shares; 2025Q1: 23,738 shares; 2025Q2: 23,738 shares; 2025Q3: 23,738 shares; 2025Q4: 23,738 shares 23,738 $1.62M 0.22% 0 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: 21,646 shares; 2024Q4: 19,016 shares; 2025Q1: 17,250 shares; 2025Q2: 17,359 shares; 2025Q3: 16,969 shares; 2025Q4: 13,452 shares 13,452 $1.62M 0.22% -3,517 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,826 shares; 2024Q4: 31,123 shares; 2025Q1: 31,123 shares; 2025Q2: 31,123 shares; 2025Q3: 31,123 shares; 2025Q4: 30,458 shares 30,458 $1.57M 0.21% -665 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,232 shares; 2024Q4: 20,232 shares; 2025Q1: 20,147 shares; 2025Q2: 20,086 shares; 2025Q3: 19,993 shares; 2025Q4: 19,993 shares 19,993 $1.55M 0.21% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 67,398 shares; 2025Q1: 63,209 shares; 2025Q2: 63,314 shares; 2025Q3: 63,490 shares; 2025Q4: 62,896 shares 62,896 $1.51M 0.2% -594 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,882 shares; 2025Q1: 3,882 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares 3,882 $1.5M 0.2% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,978 shares; 2024Q4: 12,025 shares; 2025Q1: 14,335 shares; 2025Q2: 13,837 shares; 2025Q3: 13,255 shares; 2025Q4: 14,117 shares 14,117 $1.49M 0.2% +862 Timeline RWO 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: 33,253 shares; 2024Q4: 33,467 shares; 2025Q1: 32,819 shares; 2025Q2: 32,781 shares; 2025Q3: 32,236 shares; 2025Q4: 31,816 shares 31,816 $1.43M 0.19% -420 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,263 shares; 2024Q4: 13,273 shares; 2025Q1: 13,312 shares; 2025Q2: 13,148 shares; 2025Q3: 13,154 shares; 2025Q4: 13,384 shares 13,384 $1.38M 0.18% +230 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 5,970 shares; 2025Q1: 5,403 shares; 2025Q2: 5,710 shares; 2025Q3: 5,725 shares; 2025Q4: 5,846 shares 5,846 $1.34M 0.18% +121 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: 2,900 shares; 2024Q4: 2,902 shares; 2025Q1: 2,928 shares; 2025Q2: 2,835 shares; 2025Q3: 2,832 shares; 2025Q4: 2,826 shares 2,826 $1.32M 0.18% -6 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: 3,676 shares; 2024Q4: 3,690 shares; 2025Q1: 3,854 shares; 2025Q2: 3,858 shares; 2025Q3: 3,813 shares; 2025Q4: 3,896 shares 3,896 $1.28M 0.17% +83 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: 2,743 shares; 2024Q4: 2,629 shares; 2025Q1: 3,588 shares; 2025Q2: 3,272 shares; 2025Q3: 3,693 shares; 2025Q4: 3,682 shares 3,682 $1.27M 0.17% -11 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: 3,324 shares; 2024Q4: 3,452 shares; 2025Q1: 3,329 shares; 2025Q2: 3,443 shares; 2025Q3: 3,553 shares; 2025Q4: 3,697 shares 3,697 $1.27M 0.17% +144 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: 18,016 shares; 2024Q4: 18,019 shares; 2025Q1: 17,122 shares; 2025Q2: 18,092 shares; 2025Q3: 19,156 shares; 2025Q4: 18,779 shares 18,779 $1.26M 0.17% -377 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,884 shares; 2025Q1: 3,777 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 3,712 shares 3,712 $1.17M 0.16% -79 Timeline SUSA 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: 6,658 shares; 2024Q4: 8,781 shares; 2025Q1: 8,783 shares; 2025Q2: 8,627 shares; 2025Q3: 8,239 shares; 2025Q4: 8,240 shares 8,240 $1.15M 0.15% +1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 7,967 shares; 2025Q1: 9,381 shares; 2025Q2: 9,719 shares; 2025Q3: 9,546 shares; 2025Q4: 9,384 shares 9,384 $1.1M 0.15% -162 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: 3,568 shares; 2024Q4: 3,610 shares; 2025Q1: 3,650 shares; 2025Q2: 3,669 shares; 2025Q3: 3,599 shares; 2025Q4: 3,594 shares 3,594 $1.1M 0.15% -5 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,489 shares; 2025Q1: 2,496 shares; 2025Q2: 2,498 shares; 2025Q3: 2,438 shares; 2025Q4: 2,445 shares 2,445 $1.09M 0.14% +7 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: 3,271 shares; 2024Q4: 3,279 shares; 2025Q1: 3,402 shares; 2025Q2: 3,472 shares; 2025Q3: 3,465 shares; 2025Q4: 3,590 shares 3,590 $1.06M 0.14% +125 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,616 shares; 2024Q4: 45,271 shares; 2025Q1: 41,067 shares; 2025Q2: 39,823 shares; 2025Q3: 36,840 shares; 2025Q4: 35,762 shares 35,762 $1.06M 0.14% -1,078 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,785 shares; 2025Q1: 2,668 shares; 2025Q2: 3,124 shares; 2025Q3: 3,073 shares; 2025Q4: 3,075 shares 3,075 $1.03M 0.14% +2 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: not reported; 2025Q1: 2,969 shares; 2025Q2: 10,407 shares; 2025Q3: 10,462 shares; 2025Q4: 10,739 shares 10,739 $1.01M 0.13% +277 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: 7,387 shares; 2024Q4: 7,385 shares; 2025Q1: 7,819 shares; 2025Q2: 7,435 shares; 2025Q3: 7,396 shares; 2025Q4: 8,425 shares 8,425 $958K 0.13% +1,029 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: 12,301 shares; 2024Q4: 12,301 shares; 2025Q1: 12,241 shares; 2025Q2: 12,108 shares; 2025Q3: 12,029 shares; 2025Q4: 12,100 shares 12,100 $955K 0.13% +71 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: 2,849 shares; 2024Q4: 2,867 shares; 2025Q1: 2,889 shares; 2025Q2: 2,700 shares; 2025Q3: 2,609 shares; 2025Q4: 3,278 shares 3,278 $936K 0.12% +669 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: 1,723 shares; 2024Q4: 1,728 shares; 2025Q1: 1,987 shares; 2025Q2: 1,753 shares; 2025Q3: 1,825 shares; 2025Q4: 2,050 shares 2,050 $922K 0.12% +225 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: 14,179 shares; 2024Q4: 14,139 shares; 2025Q1: 13,982 shares; 2025Q2: 14,360 shares; 2025Q3: 14,327 shares; 2025Q4: 11,449 shares 11,449 $919K 0.12% -2,878 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 7,434 shares; 2025Q1: 7,368 shares; 2025Q2: 7,367 shares; 2025Q3: 7,311 shares; 2025Q4: 7,311 shares 7,311 $910K 0.12% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,496 shares; 2024Q4: 10,496 shares; 2025Q1: 10,457 shares; 2025Q2: 10,328 shares; 2025Q3: 10,322 shares; 2025Q4: 10,710 shares 10,710 $898K 0.12% +388 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,326 shares; 2025Q1: 4,337 shares; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,348 shares 4,348 $894K 0.12% +18 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,597 shares; 2025Q1: 23,212 shares; 2025Q2: 23,083 shares; 2025Q3: 23,083 shares; 2025Q4: 23,066 shares 23,066 $892K 0.12% -17 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: 10,492 shares; 2024Q4: 10,496 shares; 2025Q1: 11,485 shares; 2025Q2: 11,110 shares; 2025Q3: 11,518 shares; 2025Q4: 11,081 shares 11,081 $854K 0.11% -437 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: 5,437 shares; 2024Q4: 5,692 shares; 2025Q1: 5,759 shares; 2025Q2: 6,132 shares; 2025Q3: 6,304 shares; 2025Q4: 5,953 shares 5,953 $853K 0.11% -351 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: 10,202 shares; 2024Q4: 11,273 shares; 2025Q1: 10,536 shares; 2025Q2: 9,653 shares; 2025Q3: 9,652 shares; 2025Q4: 10,332 shares 10,332 $840K 0.11% +680 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: 3,177 shares; 2024Q4: 3,170 shares; 2025Q1: 3,195 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 3,294 shares 3,294 $794K 0.11% +168 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,633 shares; 2025Q1: 1,629 shares; 2025Q2: 1,626 shares; 2025Q3: 1,894 shares; 2025Q4: 5,113 shares 5,113 $774K 0.1% +3,219 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: 1,753 shares; 2024Q4: 1,609 shares; 2025Q1: 2,115 shares; 2025Q2: 2,407 shares; 2025Q3: 2,395 shares; 2025Q4: 2,450 shares 2,450 $755K 0.1% +55 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,090 shares; 2025Q1: 3,092 shares; 2025Q2: 3,053 shares; 2025Q3: 3,095 shares; 2025Q4: 3,082 shares 3,082 $754K 0.1% -13 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 2,792 shares; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 4,145 shares; 2025Q4: 3,448 shares 3,448 $752K 0.1% -697 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: 26,556 shares; 2024Q4: 27,165 shares; 2025Q1: 26,780 shares; 2025Q2: 30,586 shares; 2025Q3: 30,142 shares; 2025Q4: 31,005 shares 31,005 $745K 0.1% +863 Timeline ESGV 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: 6,048 shares; 2024Q4: 6,048 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,108 shares; 2025Q4: 6,109 shares 6,109 $739K 0.1% +1 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: 2,535 shares; 2024Q4: 2,449 shares; 2025Q1: 2,333 shares; 2025Q2: 1,850 shares; 2025Q3: 1,981 shares; 2025Q4: 2,199 shares 2,199 $726K 0.1% +218 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: 5,073 shares; 2024Q4: 5,074 shares; 2025Q1: 5,787 shares; 2025Q2: 6,357 shares; 2025Q3: 6,251 shares; 2025Q4: 7,785 shares 7,785 $726K 0.1% +1,534 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: 1,508 shares; 2024Q4: 1,630 shares; 2025Q1: 2,019 shares; 2025Q2: 1,998 shares; 2025Q3: 1,977 shares; 2025Q4: 1,999 shares 1,999 $701K 0.09% +22 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: 22,948 shares; 2024Q4: 22,645 shares; 2025Q1: 22,679 shares; 2025Q2: 22,797 shares; 2025Q3: 22,382 shares; 2025Q4: 27,214 shares 27,214 $678K 0.09% +4,832 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,508 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,522 shares 3,522 $674K 0.09% +1 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: 1,715 shares; 2024Q4: 1,554 shares; 2025Q1: 1,527 shares; 2025Q2: 1,677 shares; 2025Q3: 1,505 shares; 2025Q4: 1,548 shares 1,548 $653K 0.09% +43 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,408 shares; 2025Q1: 1,723 shares; 2025Q2: 2,032 shares; 2025Q3: 2,028 shares; 2025Q4: 2,058 shares 2,058 $642K 0.09% +30 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: 5,645 shares; 2024Q4: 5,072 shares; 2025Q1: 3,729 shares; 2025Q2: 3,611 shares; 2025Q3: 3,602 shares; 2025Q4: 4,101 shares 4,101 $625K 0.08% +499 Timeline DISV 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: 13,973 shares; 2024Q4: 14,032 shares; 2025Q1: 14,042 shares; 2025Q2: 14,367 shares; 2025Q3: 16,284 shares; 2025Q4: 16,348 shares 16,348 $621K 0.08% +64 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: 11,964 shares; 2024Q4: 11,995 shares; 2025Q1: 13,745 shares; 2025Q2: 13,875 shares; 2025Q3: 15,662 shares; 2025Q4: 18,921 shares 18,921 $616K 0.08% +3,259 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: 26,266 shares; 2024Q4: 25,975 shares; 2025Q1: 27,310 shares; 2025Q2: 26,985 shares; 2025Q3: 26,703 shares; 2025Q4: 24,664 shares 24,664 $613K 0.08% -2,039 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,131 shares; 2025Q1: 1,140 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,162 shares 1,162 $594K 0.08% +50 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $589K 0.08% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares; 2025Q4: 7,442 shares 7,442 $573K 0.08% +249 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,805 shares; 2024Q4: 23,375 shares; 2025Q1: 20,598 shares; 2025Q2: 19,846 shares; 2025Q3: 19,741 shares; 2025Q4: 17,480 shares 17,480 $572K 0.08% -2,261 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 8,364 shares; 2025Q1: 8,566 shares; 2025Q2: 8,420 shares; 2025Q3: 8,359 shares; 2025Q4: 8,474 shares 8,474 $569K 0.08% +115 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: 2,212 shares; 2024Q4: 2,156 shares; 2025Q1: 2,520 shares; 2025Q2: 2,367 shares; 2025Q3: 2,297 shares; 2025Q4: 2,485 shares 2,485 $568K 0.08% +188 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,864 shares; 2025Q1: 1,856 shares; 2025Q2: 1,864 shares; 2025Q3: 1,846 shares; 2025Q4: 2,057 shares 2,057 $566K 0.08% +211 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: 3,041 shares; 2024Q4: 3,001 shares; 2025Q1: 3,021 shares; 2025Q2: 3,147 shares; 2025Q3: 3,017 shares; 2025Q4: 2,885 shares 2,885 $563K 0.07% -132 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: 20,501 shares; 2024Q4: 18,609 shares; 2025Q1: 18,504 shares; 2025Q2: 18,117 shares; 2025Q3: 11,960 shares; 2025Q4: 15,204 shares 15,204 $561K 0.07% +3,244 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: 2,262 shares; 2024Q4: 2,053 shares; 2025Q1: 2,123 shares; 2025Q2: 2,084 shares; 2025Q3: 2,090 shares; 2025Q4: 2,602 shares 2,602 $557K 0.07% +512 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,949 shares; 2025Q1: 1,922 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,917 shares 1,917 $554K 0.07% +40 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: 2,416 shares; 2024Q4: 2,418 shares; 2025Q1: 2,429 shares; 2025Q2: 2,421 shares; 2025Q3: 2,421 shares; 2025Q4: 2,626 shares 2,626 $547K 0.07% +205 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: 559 shares; 2024Q4: 565 shares; 2025Q1: 597 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 5,778 shares 5,778 $542K 0.07% +5,180 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: 1,351 shares; 2024Q4: 1,296 shares; 2025Q1: 1,302 shares; 2025Q2: 1,425 shares; 2025Q3: 1,504 shares; 2025Q4: 1,608 shares 1,608 $541K 0.07% +104 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,360 shares; 2025Q4: 10,078 shares 10,078 $533K 0.07% +4,718 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: not reported; 2025Q3: 7,274 shares; 2025Q4: 12,818 shares 12,818 $532K 0.07% +5,544 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 6,072 shares; 2025Q3: 7,160 shares; 2025Q4: 7,160 shares 7,160 $530K 0.07% 0 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: 1,145 shares; 2024Q4: 1,153 shares; 2025Q1: 1,087 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 839 shares 839 $515K 0.07% +9 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: 1,044 shares; 2024Q4: 1,048 shares; 2025Q1: 1,274 shares; 2025Q2: 1,377 shares; 2025Q3: 1,420 shares; 2025Q4: 1,940 shares 1,940 $514K 0.07% +520 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: 1,044 shares; 2024Q4: 1,022 shares; 2025Q1: 1,160 shares; 2025Q2: 1,024 shares; 2025Q3: 1,093 shares; 2025Q4: 1,092 shares 1,092 $510K 0.07% -1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 22,884 shares; 2025Q1: not reported; 2025Q2: 47,394 shares; 2025Q3: 37,739 shares; 2025Q4: 40,000 shares 40,000 $498K 0.07% +2,261 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,565 shares; 2025Q1: 3,722 shares; 2025Q2: 3,707 shares; 2025Q3: 4,258 shares; 2025Q4: 4,298 shares 4,298 $496K 0.07% +40 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,111 shares; 2025Q1: 1,190 shares; 2025Q2: 1,395 shares; 2025Q3: 1,406 shares; 2025Q4: 1,547 shares 1,547 $493K 0.07% +141 Timeline DFGR 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: 8,691 shares; 2025Q1: 10,723 shares; 2025Q2: 14,647 shares; 2025Q3: 15,365 shares; 2025Q4: 18,190 shares 18,190 $481K 0.06% +2,825 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: 3,273 shares; 2024Q4: 3,214 shares; 2025Q1: 3,636 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,948 shares 2,948 $479K 0.06% +164 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,469 shares 9,469 $479K 0.06% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,547 shares; 2025Q3: 1,402 shares; 2025Q4: 1,269 shares 1,269 $474K 0.06% -133 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,437 shares; 2025Q1: 2,868 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,565 shares 2,565 $470K 0.06% -129 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 16,996 shares; 2025Q1: 16,238 shares; 2025Q2: 16,240 shares; 2025Q3: 16,379 shares; 2025Q4: 16,382 shares 16,382 $467K 0.06% +3 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,443 shares; 2025Q1: 3,398 shares; 2025Q2: 3,494 shares; 2025Q3: 3,492 shares; 2025Q4: 3,406 shares 3,406 $464K 0.06% -86 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,630 shares; 2025Q1: 2,084 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 2,022 shares 2,022 $461K 0.06% -7 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,240 shares; 2025Q1: 5,372 shares; 2025Q2: 4,129 shares; 2025Q3: 4,046 shares; 2025Q4: 4,086 shares 4,086 $457K 0.06% +40 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: 1,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,389 shares; 2025Q4: 1,760 shares 1,760 $452K 0.06% +371 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: 429 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $451K 0.06% 0 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: 2,056 shares; 2024Q4: 2,039 shares; 2025Q1: 2,043 shares; 2025Q2: 2,030 shares; 2025Q3: 2,033 shares; 2025Q4: 2,042 shares 2,042 $449K 0.06% +9 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,068 shares; 2025Q2: 1,197 shares; 2025Q3: 1,181 shares; 2025Q4: 1,207 shares 1,207 $447K 0.06% +26 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: 5,546 shares; 2024Q4: 5,282 shares; 2025Q1: 6,013 shares; 2025Q2: 5,360 shares; 2025Q3: 5,086 shares; 2025Q4: 5,590 shares 5,590 $444K 0.06% +504 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 654 shares 654 $441K 0.06% +226 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: 948 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $438K 0.06% 0 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: 1,256 shares; 2024Q4: 1,453 shares; 2025Q1: 1,660 shares; 2025Q2: 2,001 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares 1,909 $435K 0.06% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,579 shares; 2025Q1: 1,610 shares; 2025Q2: 1,602 shares; 2025Q3: 1,595 shares; 2025Q4: 1,576 shares 1,576 $430K 0.06% -19 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 681 shares; 2025Q4: 654 shares 654 $427K 0.06% -27 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 6,613 shares; 2025Q1: 6,875 shares; 2025Q2: 6,574 shares; 2025Q3: 6,583 shares; 2025Q4: 7,256 shares 7,256 $425K 0.06% +673 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 5,699 shares; 2025Q1: 5,625 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 5,141 shares 5,141 $421K 0.06% +227 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 10,752 shares; 2025Q1: 10,154 shares; 2025Q2: 10,054 shares; 2025Q3: 16,839 shares; 2025Q4: 14,157 shares 14,157 $419K 0.06% -2,682 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: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,956 shares; 2025Q2: 2,793 shares; 2025Q3: 2,842 shares; 2025Q4: 2,892 shares 2,892 $419K 0.06% +50 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,480 shares; 2025Q2: 4,143 shares; 2025Q3: 4,260 shares; 2025Q4: 5,115 shares 5,115 $418K 0.06% +855 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,700 shares; 2025Q1: 1,935 shares; 2025Q2: 2,547 shares; 2025Q3: 2,430 shares; 2025Q4: 2,550 shares 2,550 $409K 0.05% +120 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: 8,168 shares; 2024Q4: 8,168 shares; 2025Q1: 8,244 shares; 2025Q2: 7,823 shares; 2025Q3: 7,780 shares; 2025Q4: 7,902 shares 7,902 $389K 0.05% +122 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: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares 1,875 $387K 0.05% 0 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: 1,939 shares; 2024Q4: 1,973 shares; 2025Q1: 1,938 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,257 shares 2,257 $386K 0.05% +212 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 774 shares; 2025Q3: 859 shares; 2025Q4: 774 shares 774 $378K 0.05% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 378 shares; 2025Q4: 423 shares 423 $372K 0.05% +45 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: not reported; 2024Q4: 1,083 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,204 shares 1,204 $366K 0.05% +121 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: not reported; 2024Q4: 2,975 shares; 2025Q1: 3,258 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,627 shares 3,627 $362K 0.05% -22 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,425 shares 3,425 $361K 0.05% -118 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: 20,621 shares; 2024Q4: 20,699 shares; 2025Q1: 20,594 shares; 2025Q2: 26,324 shares; 2025Q3: 26,078 shares; 2025Q4: 27,311 shares 27,311 $358K 0.05% +1,233 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,788 shares 2,788 $356K 0.05% +128 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: 15,958 shares; 2024Q4: 15,240 shares; 2025Q1: 16,002 shares; 2025Q2: 16,073 shares; 2025Q3: 13,340 shares; 2025Q4: 8,734 shares 8,734 $356K 0.05% -4,606 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,977 shares 1,977 $353K 0.05% +59 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: 1,845 shares; 2024Q4: 1,855 shares; 2025Q1: 1,606 shares; 2025Q2: 1,415 shares; 2025Q3: 2,165 shares; 2025Q4: 2,164 shares 2,164 $346K 0.05% -1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 899 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 896 shares 896 $343K 0.05% -12 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares 1,221 $343K 0.05% new 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: 340 shares; 2025Q1: 359 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 320 shares 320 $343K 0.05% +4 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: 446 shares; 2024Q4: 450 shares; 2025Q1: 616 shares; 2025Q2: 573 shares; 2025Q3: 571 shares; 2025Q4: 590 shares 590 $337K 0.04% +19 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: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,432 shares; 2025Q2: 1,392 shares; 2025Q3: 1,345 shares; 2025Q4: 1,307 shares 1,307 $336K 0.04% -38 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,920 shares; 2025Q4: 2,439 shares 2,439 $334K 0.04% -481 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: not reported; 2025Q1: 15,223 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,316 shares 12,316 $334K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,105 shares; 2025Q3: 3,972 shares; 2025Q4: 5,199 shares 5,199 $331K 0.04% +1,227 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: 4,273 shares; 2024Q4: 3,826 shares; 2025Q1: 3,881 shares; 2025Q2: 3,820 shares; 2025Q3: 2,400 shares; 2025Q4: 2,640 shares 2,640 $331K 0.04% +240 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,764 shares; 2025Q2: 13,091 shares; 2025Q3: 13,091 shares; 2025Q4: 13,091 shares 13,091 $328K 0.04% 0 Timeline EMXF 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: 6,854 shares; 2024Q4: 7,058 shares; 2025Q1: 7,058 shares; 2025Q2: 7,058 shares; 2025Q3: 7,058 shares; 2025Q4: 7,058 shares 7,058 $328K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,046 shares; 2025Q1: 1,086 shares; 2025Q2: 945 shares; 2025Q3: 948 shares; 2025Q4: 1,207 shares 1,207 $327K 0.04% +259 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: 1,758 shares; 2024Q4: 1,841 shares; 2025Q1: 1,642 shares; 2025Q2: 1,924 shares; 2025Q3: 1,828 shares; 2025Q4: 1,871 shares 1,871 $325K 0.04% +43 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 6,494 shares; 2025Q1: 6,518 shares; 2025Q2: 6,529 shares; 2025Q3: 6,670 shares; 2025Q4: 7,394 shares 7,394 $323K 0.04% +724 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,641 shares; 2025Q4: 1,832 shares 1,832 $322K 0.04% +191 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $314K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 5,944 shares; 2025Q1: 6,019 shares; 2025Q2: 5,977 shares; 2025Q3: 5,634 shares; 2025Q4: 5,732 shares 5,732 $309K 0.04% +98 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: 2,579 shares; 2025Q1: 2,714 shares; 2025Q2: 2,601 shares; 2025Q3: 2,663 shares; 2025Q4: 2,581 shares 2,581 $309K 0.04% -82 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 638 shares; 2025Q2: 767 shares; 2025Q3: 759 shares; 2025Q4: 789 shares 789 $307K 0.04% +30 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares 3,259 $306K 0.04% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,914 shares; 2025Q2: 4,287 shares; 2025Q3: 4,287 shares; 2025Q4: 4,307 shares 4,307 $302K 0.04% +20 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,018 shares; 2025Q1: 1,030 shares; 2025Q2: 904 shares; 2025Q3: 892 shares; 2025Q4: 846 shares 846 $299K 0.04% -46 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: 10,403 shares; 2024Q4: 11,158 shares; 2025Q1: 8,406 shares; 2025Q2: 7,606 shares; 2025Q3: 7,316 shares; 2025Q4: 9,970 shares 9,970 $298K 0.04% +2,654 Timeline ESGD 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: 2,396 shares; 2025Q3: 3,063 shares; 2025Q4: 3,108 shares 3,108 $296K 0.04% +45 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: 5,028 shares; 2024Q4: 5,028 shares; 2025Q1: 5,263 shares; 2025Q2: 3,074 shares; 2025Q3: 2,839 shares; 2025Q4: 4,000 shares 4,000 $294K 0.04% +1,161 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: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,485 shares 1,485 $293K 0.04% -172 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares 1,674 $289K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares 497 $288K 0.04% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,014 shares; 2024Q4: 15,040 shares; 2025Q1: 14,614 shares; 2025Q2: 14,591 shares; 2025Q3: 14,608 shares; 2025Q4: 15,003 shares 15,003 $287K 0.04% +395 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,445 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 4,568 shares; 2025Q4: 4,963 shares 4,963 $286K 0.04% +395 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515 $285K 0.04% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,480 shares; 2025Q1: 4,489 shares; 2025Q2: 5,387 shares; 2025Q3: 5,378 shares; 2025Q4: 5,244 shares 5,244 $281K 0.04% -134 Timeline DFSV 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: 8,470 shares; 2024Q4: 8,476 shares; 2025Q1: 8,482 shares; 2025Q2: 8,483 shares; 2025Q3: 8,483 shares; 2025Q4: 8,483 shares 8,483 $279K 0.04% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,584 shares; 2025Q1: 1,587 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,702 shares 1,702 $274K 0.04% +89 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 3,150 shares; 2025Q4: 3,150 shares 3,150 $269K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,707 shares; 2025Q1: 8,795 shares; 2025Q2: 5,340 shares; 2025Q3: 5,293 shares; 2025Q4: 3,022 shares 3,022 $267K 0.04% -2,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares 910 $263K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 896 shares; 2025Q3: 916 shares; 2025Q4: 903 shares 903 $262K 0.03% -13 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: 2,882 shares; 2024Q4: not reported; 2025Q1: 2,882 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares 2,882 $259K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,308 shares; 2025Q4: 1,675 shares 1,675 $258K 0.03% +367 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares 17,500 $257K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,755 shares; 2025Q3: 1,915 shares; 2025Q4: 1,989 shares 1,989 $257K 0.03% +74 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: not reported; 2025Q1: 1,648 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,407 shares 1,407 $256K 0.03% +54 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 2,307 shares; 2025Q4: 2,297 shares 2,297 $253K 0.03% -10 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 5,298 shares 5,298 $253K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: 1,407 shares 1,407 $250K 0.03% -50 Timeline VONE 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: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 807 shares; 2025Q4: 807 shares 807 $249K 0.03% 0 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 5,606 shares; 2025Q1: 5,616 shares; 2025Q2: 5,631 shares; 2025Q3: 5,659 shares; 2025Q4: 5,727 shares 5,727 $249K 0.03% +68 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,275 shares 1,275 $249K 0.03% +41 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 10,069 shares; 2025Q1: 9,796 shares; 2025Q2: 10,497 shares; 2025Q3: 10,467 shares; 2025Q4: 11,166 shares 11,166 $249K 0.03% +699 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: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 301 shares 301 $247K 0.03% -4 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares 830 $241K 0.03% 0 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE 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: 38,461 shares; 2025Q2: 49,283 shares; 2025Q3: 49,283 shares; 2025Q4: 49,283 shares 49,283 $239K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 551 shares; 2025Q1: 854 shares; 2025Q2: 979 shares; 2025Q3: 628 shares; 2025Q4: 671 shares 671 $235K 0.03% +43 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,044 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 6,067 shares 6,067 $235K 0.03% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 5,749 shares; 2025Q2: 6,216 shares; 2025Q3: 6,660 shares; 2025Q4: 5,899 shares 5,899 $234K 0.03% -761 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY 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: 3,863 shares; 2025Q4: 3,863 shares 3,863 $229K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,295 shares 6,295 $228K 0.03% new Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD 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: 40,160 shares; 2025Q3: 40,160 shares; 2025Q4: 40,160 shares 40,160 $228K 0.03% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 11,655 shares; 2025Q1: 11,655 shares; 2025Q2: 11,655 shares; 2025Q3: 11,655 shares; 2025Q4: 11,655 shares 11,655 $224K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 715 shares 715 $223K 0.03% +67 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,543 shares 2,543 $222K 0.03% +165 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $221K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares 1,051 $219K 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 445 shares; 2025Q1: 448 shares; 2025Q2: 437 shares; 2025Q3: 462 shares; 2025Q4: 441 shares 441 $216K 0.03% -21 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 2,286 shares; 2025Q4: 2,286 shares 2,286 $215K 0.03% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 3,246 shares 3,246 $213K 0.03% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares 2,745 $212K 0.03% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,843 shares 3,843 $212K 0.03% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 2,904 shares; 2025Q4: 2,904 shares 2,904 $212K 0.03% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,550 shares 8,550 $209K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 672 shares 672 $208K 0.03% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,558 shares; 2025Q4: 3,434 shares 3,434 $207K 0.03% -124 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,263 shares; 2025Q1: 2,280 shares; 2025Q2: 2,238 shares; 2025Q3: 2,070 shares; 2025Q4: 2,014 shares 2,014 $207K 0.03% -56 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares 4,589 $207K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,611 shares 3,611 $204K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 1,097 shares 1,097 $204K 0.03% -68 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: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares 1,661 $202K 0.03% 0 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,764 shares; 2024Q4: 25,764 shares; 2025Q1: 25,764 shares; 2025Q2: 25,764 shares; 2025Q3: 28,058 shares; 2025Q4: 28,058 shares 28,058 $187K 0.02% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $187K 0.02% 0 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES 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: 26,149 shares; 2025Q2: 29,968 shares; 2025Q3: 29,968 shares; 2025Q4: 29,968 shares 29,968 $177K 0.02% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $139K 0.02% 0 Timeline ASRV AMERISERV FINL INC More: the full row for AMERISERV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,513 shares; 2024Q4: 42,513 shares; 2025Q1: 42,513 shares; 2025Q2: 42,513 shares; 2025Q3: 42,513 shares; 2025Q4: 42,513 shares 42,513 $136K 0.02% 0 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,474 shares 10,474 $93.6K 0.01% new 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: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares 13,700 $88.6K 0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 25,188 shares; 2025Q4: 25,188 shares 25,188 $87.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,534 shares; 2025Q4: 14,534 shares 14,534 $53.2K 0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE 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: 13,623 shares; 2025Q2: 16,359 shares; 2025Q3: 16,359 shares; 2025Q4: 16,359 shares 16,359 $22.2K <0.01% 0 Timeline