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: 2,315,295 shares; 2024Q4: 2,462,412 shares; 2025Q1: 2,483,580 shares; 2025Q2: 2,492,034 shares; 2025Q3: 2,578,796 shares; 2025Q4: 2,610,276 shares 2,610,276 $245M 13.03% +31,480 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619,374 shares; 2024Q4: 4,874,788 shares; 2025Q1: 4,893,337 shares; 2025Q2: 4,883,682 shares; 2025Q3: 4,805,946 shares; 2025Q4: 4,719,541 shares 4,719,541 $124M 6.57% -86,405 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: 399,705 shares; 2024Q4: 427,958 shares; 2025Q1: 445,690 shares; 2025Q2: 473,269 shares; 2025Q3: 474,488 shares; 2025Q4: 499,930 shares 499,930 $95.5M 5.07% +25,442 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: 2,296,845 shares; 2024Q4: 2,677,120 shares; 2025Q1: 2,671,642 shares; 2025Q2: 2,041,023 shares; 2025Q3: 1,649,266 shares; 2025Q4: 1,412,318 shares 1,412,318 $93.2M 4.95% -236,948 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: 129,563 shares; 2024Q4: 129,168 shares; 2025Q1: 128,458 shares; 2025Q2: 128,899 shares; 2025Q3: 129,176 shares; 2025Q4: 132,174 shares 132,174 $90.5M 4.81% +2,998 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: 238,579 shares; 2024Q4: 237,040 shares; 2025Q1: 231,388 shares; 2025Q2: 228,401 shares; 2025Q3: 303,453 shares; 2025Q4: 330,146 shares 330,146 $81.3M 4.32% +26,693 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: 784,924 shares; 2024Q4: 784,749 shares; 2025Q1: 784,421 shares; 2025Q2: 783,700 shares; 2025Q3: 783,700 shares; 2025Q4: 783,700 shares 783,700 $77.7M 4.13% 0 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: 776,554 shares; 2024Q4: 770,789 shares; 2025Q1: 776,706 shares; 2025Q2: 675,782 shares; 2025Q3: 634,484 shares; 2025Q4: 636,486 shares 636,486 $76.5M 4.06% +2,002 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 86 shares 86 $64.9M 3.45% +7 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: 242,442 shares; 2024Q4: 240,256 shares; 2025Q1: 230,314 shares; 2025Q2: 227,672 shares; 2025Q3: 244,431 shares; 2025Q4: 224,153 shares 224,153 $60.9M 3.24% -20,278 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: 846,895 shares; 2024Q4: 777,672 shares; 2025Q1: 642,312 shares; 2025Q2: 629,911 shares; 2025Q3: 621,783 shares; 2025Q4: 606,562 shares 606,562 $58.2M 3.09% -15,221 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 913,042 shares 913,042 $58M 3.08% new 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: 294,890 shares; 2024Q4: 289,989 shares; 2025Q1: 255,468 shares; 2025Q2: 243,664 shares; 2025Q3: 232,446 shares; 2025Q4: 229,404 shares 229,404 $53M 2.81% -3,042 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: 96,586 shares; 2024Q4: 95,928 shares; 2025Q1: 95,383 shares; 2025Q2: 92,951 shares; 2025Q3: 99,393 shares; 2025Q4: 93,306 shares 93,306 $44.2M 2.35% -6,087 Timeline SPYV 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: 863,821 shares; 2024Q4: 847,176 shares; 2025Q1: 826,968 shares; 2025Q2: 788,483 shares; 2025Q3: 767,507 shares; 2025Q4: 732,955 shares 732,955 $41.6M 2.21% -34,552 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,761 shares; 2025Q3: 428,900 shares; 2025Q4: 438,075 shares 438,075 $36.6M 1.95% +9,175 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185,379 shares; 2024Q4: 996,864 shares; 2025Q1: 956,895 shares; 2025Q2: 505,938 shares; 2025Q3: 376,574 shares; 2025Q4: 376,574 shares 376,574 $30.5M 1.62% 0 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: 209,146 shares; 2024Q4: 220,544 shares; 2025Q1: 215,258 shares; 2025Q2: 202,561 shares; 2025Q3: 201,195 shares; 2025Q4: 197,095 shares 197,095 $27.8M 1.48% -4,100 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: 227,576 shares; 2024Q4: 223,403 shares; 2025Q1: 217,406 shares; 2025Q2: 206,230 shares; 2025Q3: 200,795 shares; 2025Q4: 187,039 shares 187,039 $25.6M 1.36% -13,756 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: 42,603 shares; 2024Q4: 57,795 shares; 2025Q1: 55,477 shares; 2025Q2: 51,461 shares; 2025Q3: 49,666 shares; 2025Q4: 49,774 shares 49,774 $25M 1.33% +108 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: 487,458 shares; 2024Q4: 466,261 shares; 2025Q1: 373,976 shares; 2025Q2: 364,214 shares; 2025Q3: 363,145 shares; 2025Q4: 347,858 shares 347,858 $21.7M 1.15% -15,287 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: 22,044 shares; 2024Q4: 37,584 shares; 2025Q1: 37,467 shares; 2025Q2: 39,128 shares; 2025Q3: 42,196 shares; 2025Q4: 41,501 shares 41,501 $20.1M 1.07% -695 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: 23,643 shares; 2024Q4: 23,843 shares; 2025Q1: 24,158 shares; 2025Q2: 26,668 shares; 2025Q3: 26,499 shares; 2025Q4: 25,393 shares 25,393 $17.3M 0.92% -1,106 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,424 shares; 2024Q4: 94,027 shares; 2025Q1: 112,931 shares; 2025Q2: 113,560 shares; 2025Q3: 100,811 shares; 2025Q4: 106,478 shares 106,478 $17.1M 0.91% +5,667 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: 250,638 shares; 2024Q4: 254,015 shares; 2025Q1: 252,005 shares; 2025Q2: 247,203 shares; 2025Q3: 242,948 shares; 2025Q4: 238,444 shares 238,444 $17M 0.9% -4,504 Timeline ESML 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: 344,542 shares; 2024Q4: 341,382 shares; 2025Q1: 351,963 shares; 2025Q2: 322,711 shares; 2025Q3: 302,109 shares; 2025Q4: 300,948 shares 300,948 $13.8M 0.73% -1,161 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: 51,019 shares; 2024Q4: 51,024 shares; 2025Q1: 51,071 shares; 2025Q2: 52,200 shares; 2025Q3: 51,943 shares; 2025Q4: 52,270 shares 52,270 $13.4M 0.71% +327 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: 71,840 shares; 2024Q4: 71,820 shares; 2025Q1: 71,248 shares; 2025Q2: 62,182 shares; 2025Q3: 75,439 shares; 2025Q4: 69,008 shares 69,008 $12.9M 0.68% -6,431 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: 29,246 shares; 2024Q4: 30,997 shares; 2025Q1: 31,698 shares; 2025Q2: 32,725 shares; 2025Q3: 35,953 shares; 2025Q4: 38,599 shares 38,599 $12.1M 0.64% +2,646 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,920 shares; 2024Q4: 185,932 shares; 2025Q1: 219,617 shares; 2025Q2: 237,327 shares; 2025Q3: 245,983 shares; 2025Q4: 249,800 shares 249,800 $12M 0.63% +3,817 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: 1,300,211 shares; 2024Q4: 555,152 shares; 2025Q1: 159,831 shares; 2025Q2: 154,016 shares; 2025Q3: 152,139 shares; 2025Q4: 149,560 shares 149,560 $11M 0.58% -2,579 Timeline FNDA 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: 340,212 shares; 2024Q4: 787,588 shares; 2025Q1: 846,162 shares; 2025Q2: 800,006 shares; 2025Q3: 427,205 shares; 2025Q4: 297,794 shares 297,794 $9.38M 0.5% -129,411 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: 3,201 shares; 2024Q4: 2,861 shares; 2025Q1: 3,573 shares; 2025Q2: 29,557 shares; 2025Q3: 29,328 shares; 2025Q4: 29,216 shares 29,216 $8.48M 0.45% -112 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: 21,977 shares; 2024Q4: 21,454 shares; 2025Q1: 20,720 shares; 2025Q2: 20,670 shares; 2025Q3: 20,592 shares; 2025Q4: 20,020 shares 20,020 $8.26M 0.44% -572 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,406 shares; 2024Q4: 278,002 shares; 2025Q1: 278,002 shares; 2025Q2: 372,895 shares; 2025Q3: 450,040 shares; 2025Q4: 366,545 shares 366,545 $8.18M 0.43% -83,495 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,959 shares; 2024Q4: 201,257 shares; 2025Q1: 194,861 shares; 2025Q2: 192,735 shares; 2025Q3: 186,356 shares; 2025Q4: 170,003 shares 170,003 $7.8M 0.41% -16,353 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: 61,920 shares; 2024Q4: 59,968 shares; 2025Q1: 59,733 shares; 2025Q2: 55,584 shares; 2025Q3: 56,635 shares; 2025Q4: 50,696 shares 50,696 $7.06M 0.38% -5,939 Timeline IWS 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: 81,912 shares; 2024Q4: 80,163 shares; 2025Q1: 74,197 shares; 2025Q2: 67,108 shares; 2025Q3: 60,628 shares; 2025Q4: 49,704 shares 49,704 $7.01M 0.37% -10,924 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: 20,801 shares; 2024Q4: 20,973 shares; 2025Q1: 20,582 shares; 2025Q2: 20,705 shares; 2025Q3: 20,399 shares; 2025Q4: 20,998 shares 20,998 $6.77M 0.36% +599 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: 26,809 shares; 2024Q4: 27,591 shares; 2025Q1: 27,017 shares; 2025Q2: 30,437 shares; 2025Q3: 21,562 shares; 2025Q4: 19,801 shares 19,801 $6.64M 0.35% -1,761 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: 13,479 shares; 2024Q4: 13,494 shares; 2025Q1: 13,933 shares; 2025Q2: 25,456 shares; 2025Q3: 25,482 shares; 2025Q4: 25,301 shares 25,301 $6.53M 0.35% -181 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,741 shares; 2024Q4: 59,270 shares; 2025Q1: 73,051 shares; 2025Q2: 79,793 shares; 2025Q3: 79,697 shares; 2025Q4: 83,409 shares 83,409 $6.27M 0.33% +3,712 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: 67,169 shares; 2024Q4: 65,082 shares; 2025Q1: 62,306 shares; 2025Q2: 62,476 shares; 2025Q3: 62,493 shares; 2025Q4: 64,036 shares 64,036 $6.09M 0.32% +1,543 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: 15,679 shares; 2024Q4: 16,277 shares; 2025Q1: 14,797 shares; 2025Q2: 14,207 shares; 2025Q3: 17,411 shares; 2025Q4: 19,187 shares 19,187 $6.01M 0.32% +1,776 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: 120,910 shares; 2024Q4: 120,669 shares; 2025Q1: 119,922 shares; 2025Q2: 117,872 shares; 2025Q3: 118,072 shares; 2025Q4: 115,234 shares 115,234 $5.36M 0.28% -2,838 Timeline SUSB 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: 73,344 shares; 2024Q4: 93,480 shares; 2025Q1: 145,273 shares; 2025Q2: 162,491 shares; 2025Q3: 172,093 shares; 2025Q4: 196,915 shares 196,915 $4.97M 0.26% +24,822 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: 30,625 shares; 2024Q4: 28,693 shares; 2025Q1: 28,625 shares; 2025Q2: 28,627 shares; 2025Q3: 28,945 shares; 2025Q4: 28,514 shares 28,514 $4.57M 0.24% -431 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: 3,203 shares; 2024Q4: 3,246 shares; 2025Q1: 3,290 shares; 2025Q2: 3,851 shares; 2025Q3: 3,810 shares; 2025Q4: 3,986 shares 3,986 $4.28M 0.23% +176 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: 5,085 shares; 2024Q4: 5,144 shares; 2025Q1: 5,396 shares; 2025Q2: 6,239 shares; 2025Q3: 6,377 shares; 2025Q4: 6,650 shares 6,650 $4.17M 0.22% +273 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,241 shares; 2024Q4: 77,739 shares; 2025Q1: 82,625 shares; 2025Q2: 78,611 shares; 2025Q3: 74,934 shares; 2025Q4: 72,098 shares 72,098 $4.15M 0.22% -2,836 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: 10,866 shares; 2024Q4: 10,867 shares; 2025Q1: 10,873 shares; 2025Q2: 10,743 shares; 2025Q3: 10,743 shares; 2025Q4: 10,511 shares 10,511 $3.93M 0.21% -232 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: 3,628 shares; 2024Q4: 3,718 shares; 2025Q1: 3,899 shares; 2025Q2: 3,676 shares; 2025Q3: 3,925 shares; 2025Q4: 5,916 shares 5,916 $3.91M 0.21% +1,991 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: 7,819 shares; 2024Q4: 7,535 shares; 2025Q1: 9,065 shares; 2025Q2: 9,461 shares; 2025Q3: 10,326 shares; 2025Q4: 10,502 shares 10,502 $3.47M 0.18% +176 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,335 shares; 2024Q4: 115,435 shares; 2025Q1: 115,335 shares; 2025Q2: 115,335 shares; 2025Q3: 115,335 shares; 2025Q4: 115,335 shares 115,335 $3.34M 0.18% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,890 shares; 2024Q4: 66,198 shares; 2025Q1: 64,101 shares; 2025Q2: 64,107 shares; 2025Q3: 59,969 shares; 2025Q4: 60,099 shares 60,099 $3.21M 0.17% +130 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: 30,030 shares; 2024Q4: 29,937 shares; 2025Q1: 29,806 shares; 2025Q2: 43,601 shares; 2025Q3: 43,608 shares; 2025Q4: 42,468 shares 42,468 $3.2M 0.17% -1,140 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,834 shares; 2024Q4: 35,964 shares; 2025Q1: 34,213 shares; 2025Q2: 27,849 shares; 2025Q3: 26,269 shares; 2025Q4: 24,271 shares 24,271 $3.13M 0.17% -1,998 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,795 shares; 2024Q4: 50,273 shares; 2025Q1: 31,262 shares; 2025Q2: 29,707 shares; 2025Q3: 29,144 shares; 2025Q4: 30,597 shares 30,597 $3.06M 0.16% +1,453 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: 14,210 shares; 2024Q4: 14,204 shares; 2025Q1: 14,847 shares; 2025Q2: 14,547 shares; 2025Q3: 14,486 shares; 2025Q4: 14,490 shares 14,490 $3.05M 0.16% +4 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: 7,639 shares; 2024Q4: 6,828 shares; 2025Q1: 6,456 shares; 2025Q2: 6,050 shares; 2025Q3: 6,080 shares; 2025Q4: 6,219 shares 6,219 $2.8M 0.15% +139 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 4,410 shares; 2025Q1: 4,547 shares; 2025Q2: 3,970 shares; 2025Q3: 3,883 shares; 2025Q4: 4,469 shares 4,469 $2.75M 0.15% +586 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,115 shares; 2024Q4: 29,115 shares; 2025Q1: 29,115 shares; 2025Q2: 29,115 shares; 2025Q3: 27,115 shares; 2025Q4: 27,115 shares 27,115 $2.7M 0.14% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,207 shares; 2025Q1: 8,662 shares; 2025Q2: 8,662 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $2.41M 0.13% 0 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: 6,397 shares; 2024Q4: 6,017 shares; 2025Q1: 6,036 shares; 2025Q2: 6,871 shares; 2025Q3: 6,789 shares; 2025Q4: 6,764 shares 6,764 $2.37M 0.13% -25 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: 10,575 shares; 2024Q4: 10,830 shares; 2025Q1: 10,706 shares; 2025Q2: 10,195 shares; 2025Q3: 12,032 shares; 2025Q4: 12,070 shares 12,070 $2.35M 0.12% +38 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: 17,448 shares; 2024Q4: 17,353 shares; 2025Q1: 16,887 shares; 2025Q2: 16,519 shares; 2025Q3: 16,026 shares; 2025Q4: 15,405 shares 15,405 $2.29M 0.12% -621 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: 2,650 shares; 2024Q4: 2,657 shares; 2025Q1: 2,674 shares; 2025Q2: 2,423 shares; 2025Q3: 2,490 shares; 2025Q4: 2,632 shares 2,632 $2.27M 0.12% +142 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: 17,331 shares; 2024Q4: 16,940 shares; 2025Q1: 17,649 shares; 2025Q2: 16,808 shares; 2025Q3: 18,134 shares; 2025Q4: 18,253 shares 18,253 $2.2M 0.12% +119 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: 7,932 shares; 2024Q4: 8,091 shares; 2025Q1: 8,058 shares; 2025Q2: 7,988 shares; 2025Q3: 9,006 shares; 2025Q4: 9,405 shares 9,405 $2.15M 0.11% +399 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 24,401 shares; 2025Q1: 24,907 shares; 2025Q2: 26,782 shares; 2025Q3: 25,514 shares; 2025Q4: 23,926 shares 23,926 $1.96M 0.1% -1,588 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: 4,506 shares; 2024Q4: 4,445 shares; 2025Q1: 4,484 shares; 2025Q2: 4,761 shares; 2025Q3: 4,858 shares; 2025Q4: 5,457 shares 5,457 $1.88M 0.1% +599 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: 2,329 shares; 2024Q4: 2,599 shares; 2025Q1: 2,512 shares; 2025Q2: 2,660 shares; 2025Q3: 3,666 shares; 2025Q4: 5,330 shares 5,330 $1.84M 0.1% +1,664 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: 4,526 shares; 2024Q4: 4,327 shares; 2025Q1: 4,341 shares; 2025Q2: 4,967 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares 4,968 $1.84M 0.1% 0 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: 13,788 shares; 2024Q4: 14,330 shares; 2025Q1: 14,195 shares; 2025Q2: 15,209 shares; 2025Q3: 14,383 shares; 2025Q4: 14,541 shares 14,541 $1.82M 0.1% +158 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: 7,901 shares; 2024Q4: 8,199 shares; 2025Q1: 8,514 shares; 2025Q2: 8,490 shares; 2025Q3: 7,806 shares; 2025Q4: 8,650 shares 8,650 $1.79M 0.1% +844 Timeline EUSB 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: 19,743 shares; 2025Q1: 33,273 shares; 2025Q2: 38,982 shares; 2025Q3: 39,187 shares; 2025Q4: 40,733 shares 40,733 $1.79M 0.09% +1,546 Timeline GWX 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: 40,063 shares; 2024Q4: 44,298 shares; 2025Q1: 42,965 shares; 2025Q2: 42,965 shares; 2025Q3: 42,640 shares; 2025Q4: 42,640 shares 42,640 $1.74M 0.09% 0 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: 15,518 shares; 2024Q4: 14,891 shares; 2025Q1: 14,366 shares; 2025Q2: 24,450 shares; 2025Q3: 13,466 shares; 2025Q4: 15,455 shares 15,455 $1.72M 0.09% +1,989 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: 20,825 shares; 2024Q4: 20,835 shares; 2025Q1: 20,967 shares; 2025Q2: 21,276 shares; 2025Q3: 21,146 shares; 2025Q4: 22,413 shares 22,413 $1.66M 0.09% +1,267 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: 21,942 shares; 2024Q4: 17,458 shares; 2025Q1: 14,607 shares; 2025Q2: 17,662 shares; 2025Q3: 17,053 shares; 2025Q4: 16,757 shares 16,757 $1.56M 0.08% -296 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: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,891 shares; 2025Q2: 11,364 shares; 2025Q3: 11,748 shares; 2025Q4: 11,216 shares 11,216 $1.52M 0.08% -532 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: 12,219 shares; 2024Q4: 11,096 shares; 2025Q1: 10,706 shares; 2025Q2: 11,012 shares; 2025Q3: 11,046 shares; 2025Q4: 10,509 shares 10,509 $1.51M 0.08% -537 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: 24,321 shares; 2024Q4: 23,783 shares; 2025Q1: 23,919 shares; 2025Q2: 24,985 shares; 2025Q3: 25,193 shares; 2025Q4: 27,053 shares 27,053 $1.49M 0.08% +1,860 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 45,704 shares; 2025Q1: 45,705 shares; 2025Q2: 45,706 shares; 2025Q3: 45,707 shares; 2025Q4: 45,593 shares 45,593 $1.49M 0.08% -114 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,184 shares; 2025Q1: 4,222 shares; 2025Q2: 4,222 shares; 2025Q3: 4,194 shares; 2025Q4: 4,185 shares 4,185 $1.48M 0.08% -9 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares 2,443 $1.47M 0.08% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,582 shares; 2025Q1: 5,540 shares; 2025Q2: 5,521 shares; 2025Q3: 5,209 shares; 2025Q4: 5,443 shares 5,443 $1.46M 0.08% +234 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: 7,731 shares; 2024Q4: 6,948 shares; 2025Q1: 7,173 shares; 2025Q2: 6,548 shares; 2025Q3: 4,444 shares; 2025Q4: 4,277 shares 4,277 $1.32M 0.07% -167 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: 10,642 shares; 2024Q4: 9,298 shares; 2025Q1: 9,358 shares; 2025Q2: 9,521 shares; 2025Q3: 9,268 shares; 2025Q4: 9,168 shares 9,168 $1.32M 0.07% -100 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,093 shares 3,093 $1.31M 0.07% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,434 shares; 2024Q4: 16,616 shares; 2025Q1: 16,887 shares; 2025Q2: 33,933 shares; 2025Q3: 31,857 shares; 2025Q4: 32,475 shares 32,475 $1.3M 0.07% +618 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: 11,834 shares; 2024Q4: 11,769 shares; 2025Q1: 10,811 shares; 2025Q2: 9,839 shares; 2025Q3: 9,858 shares; 2025Q4: 11,804 shares 11,804 $1.24M 0.07% +1,946 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: 3,824 shares; 2024Q4: 3,867 shares; 2025Q1: 3,987 shares; 2025Q2: 4,114 shares; 2025Q3: 4,124 shares; 2025Q4: 4,015 shares 4,015 $1.23M 0.07% -109 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: 2,140 shares; 2024Q4: 2,176 shares; 2025Q1: 2,146 shares; 2025Q2: 2,862 shares; 2025Q3: 3,907 shares; 2025Q4: 3,907 shares 3,907 $1.22M 0.06% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 689 shares 689 $1.16M 0.06% new 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: 2,288 shares; 2024Q4: 3,141 shares; 2025Q1: 8,560 shares; 2025Q2: 8,595 shares; 2025Q3: 8,175 shares; 2025Q4: 8,140 shares 8,140 $1.15M 0.06% -35 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: 5,283 shares; 2024Q4: 5,129 shares; 2025Q1: 5,402 shares; 2025Q2: 5,153 shares; 2025Q3: 5,440 shares; 2025Q4: 5,214 shares 5,214 $1.15M 0.06% -226 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,146 shares 7,146 $1.15M 0.06% new Timeline UMBF UMB FINL CORP More: the full row for UMB 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: 10,921 shares; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares; 2025Q4: 9,939 shares 9,939 $1.14M 0.06% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,403 shares 6,403 $1.12M 0.06% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,514 shares 4,514 $1.09M 0.06% new 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: not reported; 2025Q2: 2,180 shares; 2025Q3: 7,340 shares; 2025Q4: 6,337 shares 6,337 $1.08M 0.06% -1,003 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: 13,893 shares; 2024Q4: 14,015 shares; 2025Q1: 14,215 shares; 2025Q2: 14,648 shares; 2025Q3: 15,199 shares; 2025Q4: 15,349 shares 15,349 $1.07M 0.06% +150 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 24,500 shares; 2025Q4: 24,500 shares 24,500 $1.07M 0.06% 0 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: 689 shares; 2024Q4: 700 shares; 2025Q1: 718 shares; 2025Q2: 1,585 shares; 2025Q3: 1,644 shares; 2025Q4: 1,823 shares 1,823 $1.04M 0.06% +179 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: 2,326 shares; 2024Q4: 2,286 shares; 2025Q1: 2,288 shares; 2025Q2: 1,717 shares; 2025Q3: 1,797 shares; 2025Q4: 1,788 shares 1,788 $1.02M 0.05% -9 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 13,348 shares; 2025Q1: 13,609 shares; 2025Q2: 13,605 shares; 2025Q3: 13,162 shares; 2025Q4: 13,256 shares 13,256 $977K 0.05% +94 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: 2,003 shares; 2024Q4: 2,024 shares; 2025Q1: 2,148 shares; 2025Q2: 2,137 shares; 2025Q3: 2,240 shares; 2025Q4: 3,132 shares 3,132 $952K 0.05% +892 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,953 shares 11,953 $945K 0.05% new 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: 11,434 shares; 2024Q4: 11,476 shares; 2025Q1: 11,963 shares; 2025Q2: 11,481 shares; 2025Q3: 9,648 shares; 2025Q4: 9,731 shares 9,731 $935K 0.05% +83 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: 2,459 shares; 2024Q4: 2,414 shares; 2025Q1: 2,634 shares; 2025Q2: 4,099 shares; 2025Q3: 3,213 shares; 2025Q4: 3,554 shares 3,554 $933K 0.05% +341 Timeline CACI CACI INTL INC More: the full row for CACI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,718 shares 1,718 $915K 0.05% new 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: 981 shares; 2024Q4: 958 shares; 2025Q1: 925 shares; 2025Q2: 918 shares; 2025Q3: 1,218 shares; 2025Q4: 1,568 shares 1,568 $909K 0.05% +350 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: 7,304 shares; 2024Q4: 7,555 shares; 2025Q1: 7,466 shares; 2025Q2: 7,938 shares; 2025Q3: 8,074 shares; 2025Q4: 7,857 shares 7,857 $894K 0.05% -217 Timeline IWO 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: 2,616 shares; 2024Q4: 2,616 shares; 2025Q1: 2,606 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,606 shares 2,606 $842K 0.04% -2 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: 946 shares; 2024Q4: 859 shares; 2025Q1: 853 shares; 2025Q2: 851 shares; 2025Q3: 872 shares; 2025Q4: 8,816 shares 8,816 $827K 0.04% +7,944 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: 3,899 shares; 2024Q4: 2,797 shares; 2025Q1: 2,862 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 5,728 shares 5,728 $825K 0.04% +2,873 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: 8,308 shares; 2024Q4: 8,412 shares; 2025Q1: 9,099 shares; 2025Q2: 8,198 shares; 2025Q3: 8,761 shares; 2025Q4: 8,426 shares 8,426 $824K 0.04% -335 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: 6,460 shares; 2024Q4: 6,421 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,210 shares; 2025Q4: 5,086 shares 5,086 $819K 0.04% -1,124 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: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,875 shares; 2025Q2: 1,861 shares; 2025Q3: 1,157 shares; 2025Q4: 1,252 shares 1,252 $818K 0.04% +95 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,571 shares; 2025Q4: 3,655 shares 3,655 $816K 0.04% +84 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: 14,768 shares; 2024Q4: 14,754 shares; 2025Q1: 14,757 shares; 2025Q2: 14,760 shares; 2025Q3: 14,763 shares; 2025Q4: 14,766 shares 14,766 $796K 0.04% +3 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 2,980 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 3,068 shares; 2025Q4: 2,935 shares 2,935 $796K 0.04% -133 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,789 shares 1,789 $795K 0.04% +1 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: 8,904 shares; 2024Q4: 8,998 shares; 2025Q1: 9,010 shares; 2025Q2: 8,546 shares; 2025Q3: 9,466 shares; 2025Q4: 10,322 shares 10,322 $795K 0.04% +856 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: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 7,432 shares; 2025Q4: 7,882 shares 7,882 $787K 0.04% +450 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,471 shares; 2025Q1: 7,667 shares; 2025Q2: 7,471 shares; 2025Q3: 7,006 shares; 2025Q4: 7,129 shares 7,129 $764K 0.04% +123 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: 5,380 shares; 2024Q4: 5,284 shares; 2025Q1: 5,288 shares; 2025Q2: 5,181 shares; 2025Q3: 5,629 shares; 2025Q4: 5,002 shares 5,002 $762K 0.04% -627 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: 2,123 shares; 2024Q4: 2,127 shares; 2025Q1: 2,164 shares; 2025Q2: 2,163 shares; 2025Q3: 2,280 shares; 2025Q4: 2,294 shares 2,294 $751K 0.04% +14 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: 5,431 shares; 2024Q4: 4,902 shares; 2025Q1: 4,833 shares; 2025Q2: 4,543 shares; 2025Q3: 4,869 shares; 2025Q4: 4,680 shares 4,680 $751K 0.04% -189 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: 1,644 shares; 2024Q4: 1,501 shares; 2025Q1: 1,556 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares 1,503 $733K 0.04% 0 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,824 shares; 2025Q1: 18,578 shares; 2025Q2: 40,756 shares; 2025Q3: 50,898 shares; 2025Q4: 50,898 shares 50,898 $729K 0.04% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,335 shares 4,335 $727K 0.04% new 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: 3,975 shares; 2024Q4: 4,005 shares; 2025Q1: 3,569 shares; 2025Q2: 3,576 shares; 2025Q3: 2,617 shares; 2025Q4: 2,397 shares 2,397 $710K 0.04% -220 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: 4,758 shares; 2024Q4: 2,730 shares; 2025Q1: 2,747 shares; 2025Q2: 2,748 shares; 2025Q3: 3,168 shares; 2025Q4: 2,748 shares 2,748 $706K 0.04% -420 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,927 shares; 2025Q1: 7,921 shares; 2025Q2: 7,909 shares; 2025Q3: 8,177 shares; 2025Q4: 7,909 shares 7,909 $705K 0.04% -268 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 5,390 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares 4,975 $692K 0.04% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,360 shares; 2025Q4: 8,375 shares 8,375 $664K 0.04% +15 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares 8,150 $657K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,009 shares; 2025Q1: 2,292 shares; 2025Q2: 2,993 shares; 2025Q3: 2,549 shares; 2025Q4: 3,362 shares 3,362 $656K 0.03% +813 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,646 shares; 2025Q2: 5,646 shares; 2025Q3: 5,646 shares; 2025Q4: 5,646 shares 5,646 $648K 0.03% 0 Timeline SLYV 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: 8,476 shares; 2024Q4: 8,001 shares; 2025Q1: 7,935 shares; 2025Q2: 7,435 shares; 2025Q3: 7,376 shares; 2025Q4: 7,106 shares 7,106 $646K 0.03% -270 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: 2,923 shares; 2025Q1: 2,854 shares; 2025Q2: 2,969 shares; 2025Q3: 3,085 shares; 2025Q4: 3,554 shares 3,554 $632K 0.03% +469 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: not reported; 2025Q3: not reported; 2025Q4: 9,393 shares 9,393 $598K 0.03% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 6,919 shares; 2025Q2: 6,830 shares; 2025Q3: 6,830 shares; 2025Q4: 7,438 shares 7,438 $597K 0.03% +608 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 1,549 shares; 2025Q4: 1,870 shares 1,870 $596K 0.03% +321 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares 2,637 $589K 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: 2,589 shares; 2024Q4: 2,375 shares; 2025Q1: 2,394 shares; 2025Q2: 2,398 shares; 2025Q3: 2,851 shares; 2025Q4: 3,299 shares 3,299 $586K 0.03% +448 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: 6,264 shares; 2024Q4: 6,264 shares; 2025Q1: 6,861 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,509 shares 6,509 $582K 0.03% +99 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,040 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,060 shares; 2025Q4: 1,028 shares 1,028 $582K 0.03% -32 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: 4,734 shares; 2024Q4: 4,686 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,638 shares; 2025Q4: 4,638 shares 4,638 $572K 0.03% 0 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: 46,424 shares; 2024Q4: 46,429 shares; 2025Q1: 46,429 shares; 2025Q2: 46,429 shares; 2025Q3: 42,929 shares; 2025Q4: 42,924 shares 42,924 $570K 0.03% -5 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: 396 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 400 shares; 2025Q4: 643 shares 643 $565K 0.03% +243 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,253 shares 20,253 $564K 0.03% new 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: 690 shares; 2024Q4: 1,697 shares; 2025Q1: 1,691 shares; 2025Q2: 1,386 shares; 2025Q3: 1,683 shares; 2025Q4: 2,993 shares 2,993 $551K 0.03% +1,310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,679 shares; 2025Q4: 3,534 shares 3,534 $543K 0.03% +855 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,581 shares; 2025Q3: 5,581 shares; 2025Q4: 6,334 shares 6,334 $514K 0.03% +753 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: 2,996 shares; 2024Q4: 2,893 shares; 2025Q1: 2,793 shares; 2025Q2: 2,742 shares; 2025Q3: 2,980 shares; 2025Q4: 2,742 shares 2,742 $503K 0.03% -238 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,364 shares; 2025Q4: 11,017 shares 11,017 $498K 0.03% -347 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: 3,010 shares; 2024Q4: 3,020 shares; 2025Q1: 3,033 shares; 2025Q2: 3,047 shares; 2025Q3: 3,049 shares; 2025Q4: 3,052 shares 3,052 $498K 0.03% +3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares 2,424 $484K 0.03% 0 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: 8,964 shares; 2024Q4: 8,666 shares; 2025Q1: 8,710 shares; 2025Q2: 8,361 shares; 2025Q3: 8,593 shares; 2025Q4: 8,074 shares 8,074 $466K 0.02% -519 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: 20,179 shares; 2024Q4: 19,093 shares; 2025Q1: 19,698 shares; 2025Q2: 20,445 shares; 2025Q3: 19,111 shares; 2025Q4: 18,696 shares 18,696 $466K 0.02% -415 Timeline FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 7,492 shares; 2025Q3: 7,492 shares; 2025Q4: 7,492 shares 7,492 $463K 0.02% 0 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: 2,995 shares; 2024Q4: 3,023 shares; 2025Q1: 3,044 shares; 2025Q2: 4,118 shares; 2025Q3: 3,652 shares; 2025Q4: 3,670 shares 3,670 $462K 0.02% +18 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 7,339 shares; 2025Q1: 7,891 shares; 2025Q2: 7,577 shares; 2025Q3: 7,698 shares; 2025Q4: 7,995 shares 7,995 $458K 0.02% +297 Timeline DFUV 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: 8,180 shares; 2024Q4: 9,825 shares; 2025Q1: 9,636 shares; 2025Q2: 9,623 shares; 2025Q3: 9,757 shares; 2025Q4: 9,623 shares 9,623 $448K 0.02% -134 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,866 shares 4,866 $444K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 560 shares; 2025Q4: 943 shares 943 $442K 0.02% +383 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: 14,750 shares; 2024Q4: 13,541 shares; 2025Q1: 13,241 shares; 2025Q2: 13,231 shares; 2025Q3: 12,909 shares; 2025Q4: 11,824 shares 11,824 $436K 0.02% -1,085 Timeline FPX 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: 2,649 shares; 2024Q4: 2,649 shares; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares 2,649 $433K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $433K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares 1,497 $424K 0.02% 0 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 15,836 shares 15,836 $420K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 746 shares; 2025Q4: 1,093 shares 1,093 $419K 0.02% +347 Timeline AVIG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,944 shares 9,944 $417K 0.02% new 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,116 shares; 2025Q2: 1,768 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares 1,943 $412K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,832 shares; 2025Q1: 2,882 shares; 2025Q2: 2,810 shares; 2025Q3: 2,786 shares; 2025Q4: 2,778 shares 2,778 $407K 0.02% -8 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,750 shares; 2025Q1: 4,930 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,420 shares 4,420 $404K 0.02% +25 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 1,946 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares 3,070 $402K 0.02% 0 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: 822 shares; 2024Q4: 821 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 992 shares; 2025Q4: 1,282 shares 1,282 $400K 0.02% +290 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares 1,053 $400K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares 1,943 $398K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 4,249 shares; 2025Q1: 4,664 shares; 2025Q2: 5,093 shares; 2025Q3: 4,326 shares; 2025Q4: 4,479 shares 4,479 $397K 0.02% +153 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $395K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 16,628 shares; 2025Q1: 16,628 shares; 2025Q2: 31,628 shares; 2025Q3: 31,628 shares; 2025Q4: 31,628 shares 31,628 $393K 0.02% 0 Timeline AAXJ 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: 6,379 shares; 2024Q4: 6,034 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares; 2025Q4: 4,214 shares 4,214 $392K 0.02% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $386K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 928 shares; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 966 shares 966 $383K 0.02% +291 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,030 shares; 2025Q1: 2,107 shares; 2025Q2: 2,065 shares; 2025Q3: 2,000 shares; 2025Q4: 2,024 shares 2,024 $381K 0.02% +24 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: 3,222 shares; 2024Q4: 3,106 shares; 2025Q1: 3,111 shares; 2025Q2: 2,856 shares; 2025Q3: 3,106 shares; 2025Q4: 2,856 shares 2,856 $379K 0.02% -250 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: 3,764 shares; 2024Q4: 3,762 shares; 2025Q1: 3,705 shares; 2025Q2: 4,105 shares; 2025Q3: 4,518 shares; 2025Q4: 4,679 shares 4,679 $376K 0.02% +161 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares 70 $375K 0.02% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 6,379 shares; 2025Q1: 6,644 shares; 2025Q2: 6,379 shares; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares 6,704 $367K 0.02% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME 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: 20,719 shares; 2025Q3: 20,719 shares; 2025Q4: 20,719 shares 20,719 $367K 0.02% 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: 7,937 shares; 2024Q4: 15,925 shares; 2025Q1: 17,771 shares; 2025Q2: 14,725 shares; 2025Q3: 15,581 shares; 2025Q4: 15,238 shares 15,238 $366K 0.02% -343 Timeline VXF 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: 15,961 shares; 2024Q4: 15,961 shares; 2025Q1: 15,961 shares; 2025Q2: 15,961 shares; 2025Q3: 2,913 shares; 2025Q4: 1,730 shares 1,730 $362K 0.02% -1,183 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: 2,796 shares; 2025Q1: 2,796 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares 2,832 $356K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 5,727 shares; 2025Q1: 6,192 shares; 2025Q2: 6,998 shares; 2025Q3: 5,891 shares; 2025Q4: 6,052 shares 6,052 $356K 0.02% +161 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,267 shares; 2025Q1: 4,310 shares; 2025Q2: 4,324 shares; 2025Q3: 4,351 shares; 2025Q4: 4,379 shares 4,379 $354K 0.02% +28 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares 15,500 $347K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,080 shares 2,080 $338K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,150 shares; 2025Q1: 4,082 shares; 2025Q2: 3,854 shares; 2025Q3: 3,606 shares; 2025Q4: 3,469 shares 3,469 $336K 0.02% -137 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: 212 shares; 2025Q1: 227 shares; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 313 shares 313 $335K 0.02% +89 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 6,586 shares; 2025Q4: 3,660 shares 3,660 $334K 0.02% -2,926 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: 1,213 shares; 2024Q4: 1,237 shares; 2025Q1: 1,136 shares; 2025Q2: 953 shares; 2025Q3: 1,133 shares; 2025Q4: 953 shares 953 $334K 0.02% -180 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,002 shares 4,002 $327K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,928 shares 3,928 $323K 0.02% new Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 11,750 shares; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares 11,750 $319K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,557 shares; 2025Q1: 2,637 shares; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 1,486 shares 1,486 $318K 0.02% -889 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: 2,781 shares; 2024Q4: 2,774 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,871 shares; 2025Q4: 2,889 shares 2,889 $318K 0.02% +18 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: 1,618 shares; 2024Q4: 1,228 shares; 2025Q1: 1,203 shares; 2025Q2: 1,296 shares; 2025Q3: 1,271 shares; 2025Q4: 1,192 shares 1,192 $316K 0.02% -79 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: 1,593 shares; 2024Q4: 1,591 shares; 2025Q1: 1,506 shares; 2025Q2: 1,295 shares; 2025Q3: 1,165 shares; 2025Q4: 1,440 shares 1,440 $313K 0.02% +275 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,947 shares; 2025Q1: 4,094 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 5,100 shares 5,100 $312K 0.02% +908 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,199 shares 4,199 $309K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,016 shares; 2025Q2: 2,017 shares; 2025Q3: 1,977 shares; 2025Q4: 1,020 shares 1,020 $307K 0.02% -957 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $302K 0.02% 0 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: 528 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares 628 $302K 0.02% 0 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: 1,012 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares 1,043 $301K 0.02% 0 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,314 shares 1,314 $301K 0.02% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 5,923 shares; 2025Q1: 3,544 shares; 2025Q2: 3,545 shares; 2025Q3: 3,546 shares; 2025Q4: 3,546 shares 3,546 $299K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,346 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares 3,346 $291K 0.02% 0 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: 5,315 shares; 2024Q4: not reported; 2025Q1: 4,507 shares; 2025Q2: 5,486 shares; 2025Q3: 6,237 shares; 2025Q4: 5,415 shares 5,415 $291K 0.02% -822 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 843 shares; 2025Q1: 882 shares; 2025Q2: 955 shares; 2025Q3: 732 shares; 2025Q4: 747 shares 747 $291K 0.02% +15 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,377 shares; 2025Q3: 4,377 shares; 2025Q4: 4,377 shares 4,377 $291K 0.02% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 3,602 shares 3,602 $287K 0.02% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 8,726 shares; 2025Q1: 8,731 shares; 2025Q2: 8,735 shares; 2025Q3: 8,740 shares; 2025Q4: 8,744 shares 8,744 $287K 0.02% +4 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: 11,230 shares; 2024Q4: 11,206 shares; 2025Q1: 11,333 shares; 2025Q2: 12,093 shares; 2025Q3: 11,628 shares; 2025Q4: 11,501 shares 11,501 $286K 0.02% -127 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: 3,510 shares; 2024Q4: 10,536 shares; 2025Q1: 10,543 shares; 2025Q2: 10,550 shares; 2025Q3: 10,557 shares; 2025Q4: 10,563 shares 10,563 $284K 0.02% +6 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 3,787 shares; 2025Q3: 2,583 shares; 2025Q4: 2,768 shares 2,768 $282K 0.01% +185 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,756 shares 1,756 $282K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 565 shares 565 $277K 0.01% -3 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares 982 $274K 0.01% 0 Timeline IJJ 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: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares 2,069 $272K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 1,753 shares 1,753 $270K 0.01% +471 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: 5,284 shares; 2024Q4: 8,333 shares; 2025Q1: 5,284 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,308 shares 5,308 $267K 0.01% +24 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,847 shares 6,847 $263K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,085 shares 1,085 $262K 0.01% -32 Timeline DFUS 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: 3,557 shares; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares 3,524 $261K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,504 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares 2,505 $261K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 76 shares 76 $258K 0.01% +21 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: 5,236 shares; 2024Q4: 5,236 shares; 2025Q1: 5,236 shares; 2025Q2: 5,236 shares; 2025Q3: 4,461 shares; 2025Q4: 4,301 shares 4,301 $256K 0.01% -160 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares 1,473 $254K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares 1,107 $250K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 1,053 shares; 2025Q4: 987 shares 987 $247K 0.01% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857 shares 857 $245K 0.01% new 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: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 865 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 774 shares 774 $244K 0.01% -76 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,691 shares; 2025Q1: 3,723 shares; 2025Q2: 4,000 shares; 2025Q3: 3,792 shares; 2025Q4: 3,687 shares 3,687 $240K 0.01% -105 Timeline JVAL 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: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $236K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 598 shares; 2025Q1: 610 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 586 shares 586 $235K 0.01% -12 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: 13,462 shares; 2024Q4: 13,492 shares; 2025Q1: 13,818 shares; 2025Q2: 11,730 shares; 2025Q3: 9,672 shares; 2025Q4: 9,919 shares 9,919 $235K 0.01% +247 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: 492 shares; 2024Q4: 485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares 667 $233K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares 1,900 $233K 0.01% new Timeline AVLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,069 shares 3,069 $233K 0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares 477 $231K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,732 shares; 2024Q4: 54,732 shares; 2025Q1: 54,737 shares; 2025Q2: 44,737 shares; 2025Q3: 44,737 shares; 2025Q4: 44,737 shares 44,737 $223K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 10,955 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,955 shares 10,955 $222K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,504 shares; 2025Q1: 3,835 shares; 2025Q2: 3,335 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares 1,884 $219K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,847 shares; 2025Q4: 1,522 shares 1,522 $218K 0.01% -325 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: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares 1,684 $215K 0.01% new 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: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,446 shares 2,446 $213K 0.01% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares 1,430 $213K 0.01% new 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: 31,289 shares; 2024Q4: 25,474 shares; 2025Q1: 25,474 shares; 2025Q2: 10,624 shares; 2025Q3: 8,815 shares; 2025Q4: 8,815 shares 8,815 $212K 0.01% 0 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: 843 shares; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 888 shares; 2025Q3: 868 shares; 2025Q4: 918 shares 918 $212K 0.01% +50 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: 5,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,587 shares; 2025Q4: 4,587 shares 4,587 $209K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,310 shares 2,310 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,084 shares 2,084 $207K 0.01% new Timeline RDVI 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: 7,885 shares 7,885 $207K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares 1,038 $206K 0.01% 0 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: 1,676 shares; 2025Q4: 1,676 shares 1,676 $204K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares 962 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,319 shares 2,319 $203K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,530 shares 2,530 $202K 0.01% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares 2,830 $202K 0.01% 0 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: 799 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $202K 0.01% new 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: 1,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares 1,297 $201K 0.01% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,945 shares; 2025Q4: 6,945 shares 6,945 $200K 0.01% 0 Timeline CPHC CANTERBURY PK HLDG CORP More: the full row for CANTERBURY PK HLDG 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: 10,782 shares; 2025Q3: 10,782 shares; 2025Q4: 10,782 shares 10,782 $164K 0.01% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: not reported; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares 15,600 $85.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,084 shares 1,084 $72.9K <0.01% new Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,431 shares; 2024Q4: 21,431 shares; 2025Q1: 21,431 shares; 2025Q2: 21,431 shares; 2025Q3: 21,431 shares; 2025Q4: 21,431 shares 21,431 $70.5K <0.01% 0 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,721 shares; 2025Q1: 15,721 shares; 2025Q2: 15,721 shares; 2025Q3: 15,721 shares; 2025Q4: 15,721 shares 15,721 $37.7K <0.01% 0 Timeline SOWG SOW GOOD INC More: the full row for SOW GOOD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,373 shares; 2024Q4: 251,373 shares; 2025Q1: 251,373 shares; 2025Q2: 208,209 shares; 2025Q3: 208,209 shares; 2025Q4: 68,691 shares 68,691 $23.6K <0.01% -139,518 Timeline PAYSAFE LIMITED PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,000 shares 60,000 $12 <0.01% new