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: 959,056 shares; 2024Q4: 2,928,601 shares; 2025Q1: 2,702,200 shares; 2025Q2: 2,641,984 shares; 2025Q3: 2,164,222 shares; 2025Q4: 2,115,264 shares 2,115,264 $56.9M 12.14% -48,958 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: 44,189 shares; 2024Q4: 59,266 shares; 2025Q1: 45,402 shares; 2025Q2: 48,120 shares; 2025Q3: 41,901 shares; 2025Q4: 41,253 shares 41,253 $28.3M 6.03% -648 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,448 shares; 2025Q4: 163,458 shares 163,458 $15.9M 3.39% +4,010 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473,001 shares; 2025Q2: 422,560 shares; 2025Q3: 340,706 shares; 2025Q4: 358,587 shares 358,587 $15.1M 3.22% +17,881 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,273 shares 95,273 $14.6M 3.11% new Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346,824 shares; 2025Q4: 739,568 shares 739,568 $14.1M 3.01% +392,744 Timeline ICVT 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: 161,221 shares; 2024Q4: 176,378 shares; 2025Q1: 172,416 shares; 2025Q2: 164,598 shares; 2025Q3: 135,379 shares; 2025Q4: 131,998 shares 131,998 $13M 2.77% -3,381 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: 20,283 shares; 2024Q4: 21,744 shares; 2025Q1: 20,043 shares; 2025Q2: 20,306 shares; 2025Q3: 16,275 shares; 2025Q4: 16,179 shares 16,179 $10.1M 2.16% -96 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,941 shares; 2024Q4: 307,386 shares; 2025Q1: 322,807 shares; 2025Q2: 258,224 shares; 2025Q3: 245,030 shares; 2025Q4: 193,352 shares 193,352 $10M 2.13% -51,678 Timeline SMBS 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: not reported; 2024Q4: not reported; 2025Q1: 495,315 shares; 2025Q2: 352,798 shares; 2025Q3: 352,574 shares; 2025Q4: 354,800 shares 354,800 $9.11M 1.94% +2,226 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: 161,921 shares; 2024Q4: 163,717 shares; 2025Q1: 163,674 shares; 2025Q2: 203,005 shares; 2025Q3: 116,164 shares; 2025Q4: 106,269 shares 106,269 $8.52M 1.82% -9,895 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: not reported; 2024Q4: not reported; 2025Q1: 24,296 shares; 2025Q2: 23,604 shares; 2025Q3: 29,231 shares; 2025Q4: 59,204 shares 59,204 $8.52M 1.82% +29,973 Timeline VGIT 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: 189,577 shares; 2025Q2: 144,624 shares; 2025Q3: 136,338 shares; 2025Q4: 140,390 shares 140,390 $8.41M 1.8% +4,052 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540,994 shares; 2025Q1: 504,723 shares; 2025Q2: 470,033 shares; 2025Q3: 420,350 shares; 2025Q4: 419,508 shares 419,508 $8.04M 1.71% -842 Timeline EWI 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: 223,427 shares; 2024Q4: 270,429 shares; 2025Q1: 214,678 shares; 2025Q2: 193,588 shares; 2025Q3: 153,018 shares; 2025Q4: 146,716 shares 146,716 $7.97M 1.7% -6,302 Timeline EWP 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: 147,566 shares 147,566 $7.96M 1.7% new Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,357 shares; 2024Q4: 253,150 shares; 2025Q1: 238,622 shares; 2025Q2: 229,325 shares; 2025Q3: 195,347 shares; 2025Q4: 204,083 shares 204,083 $7.76M 1.66% +8,736 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,505 shares; 2025Q2: 38,321 shares; 2025Q3: 30,812 shares; 2025Q4: 34,463 shares 34,463 $7.74M 1.65% +3,651 Timeline XSD 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: 33,179 shares; 2024Q4: 34,707 shares; 2025Q1: 37,115 shares; 2025Q2: 33,946 shares; 2025Q3: 25,544 shares; 2025Q4: 23,348 shares 23,348 $7.51M 1.6% -2,196 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: 58,122 shares; 2024Q4: 51,874 shares; 2025Q1: 57,108 shares; 2025Q2: 53,861 shares; 2025Q3: 36,350 shares; 2025Q4: 38,220 shares 38,220 $7.13M 1.52% +1,870 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,748 shares; 2024Q4: 307,102 shares; 2025Q1: 1,123,479 shares; 2025Q2: 1,050,529 shares; 2025Q3: 652,841 shares; 2025Q4: 144,651 shares 144,651 $6.9M 1.47% -508,190 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: 16,511 shares; 2024Q4: 18,834 shares; 2025Q1: 19,501 shares; 2025Q2: 16,022 shares; 2025Q3: 12,528 shares; 2025Q4: 13,908 shares 13,908 $6.73M 1.44% +1,380 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: not reported; 2024Q4: not reported; 2025Q1: 102,899 shares; 2025Q2: 107,752 shares; 2025Q3: 89,512 shares; 2025Q4: 87,183 shares 87,183 $6.41M 1.37% -2,329 Timeline ACWX 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: 40,230 shares; 2025Q2: 111,911 shares; 2025Q3: 95,621 shares; 2025Q4: 93,254 shares 93,254 $6.26M 1.34% -2,367 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,497 shares; 2024Q4: 154,086 shares; 2025Q1: 138,417 shares; 2025Q2: 146,762 shares; 2025Q3: 144,469 shares; 2025Q4: 126,980 shares 126,980 $5.83M 1.24% -17,489 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: 19,755 shares; 2024Q4: 25,222 shares; 2025Q1: 23,795 shares; 2025Q2: 27,112 shares; 2025Q3: 22,066 shares; 2025Q4: 18,768 shares 18,768 $5.65M 1.21% -3,298 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,058 shares; 2025Q2: 102,810 shares; 2025Q3: 88,627 shares; 2025Q4: 110,604 shares 110,604 $5.44M 1.16% +21,977 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,267 shares; 2024Q4: 132,868 shares; 2025Q1: 135,078 shares; 2025Q2: 148,783 shares; 2025Q3: 147,771 shares; 2025Q4: 147,077 shares 147,077 $5.22M 1.11% -694 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,592 shares; 2024Q4: 134,119 shares; 2025Q1: 180,060 shares; 2025Q2: 155,493 shares; 2025Q3: 138,385 shares; 2025Q4: 123,665 shares 123,665 $4.99M 1.06% -14,720 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: 3,283 shares; 2024Q4: 9,238 shares; 2025Q1: 12,099 shares; 2025Q2: 11,329 shares; 2025Q3: 11,310 shares; 2025Q4: 10,571 shares 10,571 $4.76M 1.01% -739 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,839 shares; 2024Q4: 74,932 shares; 2025Q1: 95,530 shares; 2025Q2: 73,243 shares; 2025Q3: 49,575 shares; 2025Q4: 42,777 shares 42,777 $4.29M 0.92% -6,798 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: 59,803 shares; 2024Q4: 58,258 shares; 2025Q1: 75,439 shares; 2025Q2: 25,360 shares; 2025Q3: 14,110 shares; 2025Q4: 13,348 shares 13,348 $4.2M 0.9% -762 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: not reported; 2024Q4: not reported; 2025Q1: 56,288 shares; 2025Q2: 54,628 shares; 2025Q3: 28,428 shares; 2025Q4: 25,365 shares 25,365 $3.93M 0.84% -3,063 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: 17,505 shares; 2024Q4: 18,618 shares; 2025Q1: 19,344 shares; 2025Q2: 18,494 shares; 2025Q3: 14,826 shares; 2025Q4: 11,506 shares 11,506 $3.6M 0.77% -3,320 Timeline RWR 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: 35,400 shares; 2024Q4: 49,442 shares; 2025Q1: 25,437 shares; 2025Q2: 24,599 shares; 2025Q3: 27,826 shares; 2025Q4: 36,626 shares 36,626 $3.6M 0.77% +8,800 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: 16,430 shares; 2024Q4: 17,216 shares; 2025Q1: 18,095 shares; 2025Q2: 17,082 shares; 2025Q3: 13,659 shares; 2025Q4: 14,174 shares 14,174 $3.27M 0.7% +515 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: 17,965 shares; 2024Q4: 23,521 shares; 2025Q1: 29,752 shares; 2025Q2: 27,704 shares; 2025Q3: 16,934 shares; 2025Q4: 15,224 shares 15,224 $3.26M 0.7% -1,710 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: 16,628 shares; 2024Q4: 16,191 shares; 2025Q1: 17,901 shares; 2025Q2: 16,073 shares; 2025Q3: 11,253 shares; 2025Q4: 10,432 shares 10,432 $3.17M 0.68% -821 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,376 shares; 2025Q1: 59,801 shares; 2025Q2: 57,132 shares; 2025Q3: 46,494 shares; 2025Q4: 38,418 shares 38,418 $3.12M 0.67% -8,076 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,738 shares; 2025Q2: 38,609 shares; 2025Q3: 34,365 shares; 2025Q4: 68,096 shares 68,096 $2.91M 0.62% +33,731 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344,424 shares; 2025Q3: 260,236 shares; 2025Q4: 244,223 shares 244,223 $2.86M 0.61% -16,013 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: not reported; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: not reported; 2025Q3: 15,119 shares; 2025Q4: 14,344 shares 14,344 $2.86M 0.61% -775 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,341 shares; 2024Q4: 25,387 shares; 2025Q1: 26,280 shares; 2025Q2: 80,882 shares; 2025Q3: 58,342 shares; 2025Q4: 53,664 shares 53,664 $2.83M 0.6% -4,678 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,090 shares; 2024Q4: 121,474 shares; 2025Q1: 124,868 shares; 2025Q2: 107,939 shares; 2025Q3: 93,547 shares; 2025Q4: 96,097 shares 96,097 $2.81M 0.6% +2,550 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: 17,092 shares; 2024Q4: 14,697 shares; 2025Q1: 14,647 shares; 2025Q2: 55,192 shares; 2025Q3: 35,397 shares; 2025Q4: 30,698 shares 30,698 $2.81M 0.6% -4,699 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,867 shares; 2024Q4: 28,495 shares; 2025Q1: 29,025 shares; 2025Q2: 30,797 shares; 2025Q3: 26,771 shares; 2025Q4: 29,829 shares 29,829 $2.79M 0.6% +3,058 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,142 shares; 2024Q4: 76,141 shares; 2025Q1: 79,865 shares; 2025Q2: 84,609 shares; 2025Q3: 73,652 shares; 2025Q4: 74,461 shares 74,461 $2.73M 0.58% +809 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,888 shares; 2024Q4: 15,364 shares; 2025Q1: 16,956 shares; 2025Q2: 16,904 shares; 2025Q3: 10,689 shares; 2025Q4: 10,492 shares 10,492 $2.72M 0.58% -197 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,187 shares; 2025Q3: 14,437 shares; 2025Q4: 14,444 shares 14,444 $2.67M 0.57% +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: 12,381 shares; 2024Q4: 13,395 shares; 2025Q1: 13,295 shares; 2025Q2: 10,960 shares; 2025Q3: 10,280 shares; 2025Q4: 9,526 shares 9,526 $2.59M 0.55% -754 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,761 shares; 2024Q4: 30,302 shares; 2025Q1: 43,765 shares; 2025Q2: 41,180 shares; 2025Q3: 40,506 shares; 2025Q4: 40,726 shares 40,726 $2.58M 0.55% +220 Timeline SCHR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,339 shares; 2025Q3: 103,221 shares; 2025Q4: 102,455 shares 102,455 $2.57M 0.55% -766 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,565 shares; 2024Q4: 73,275 shares; 2025Q1: 96,812 shares; 2025Q2: 115,513 shares; 2025Q3: 95,079 shares; 2025Q4: 135,534 shares 135,534 $2.53M 0.54% +40,455 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,821 shares; 2024Q4: 20,723 shares; 2025Q1: 28,505 shares; 2025Q2: 25,626 shares; 2025Q3: 18,914 shares; 2025Q4: 18,495 shares 18,495 $2.52M 0.54% -419 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 34,380 shares; 2025Q1: 37,406 shares; 2025Q2: 35,528 shares; 2025Q3: 29,609 shares; 2025Q4: 33,607 shares 33,607 $2.48M 0.53% +3,998 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,883 shares; 2025Q4: 4,318 shares 4,318 $2.46M 0.53% +435 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,219 shares; 2024Q4: 23,217 shares; 2025Q1: 26,431 shares; 2025Q2: 23,756 shares; 2025Q3: 19,033 shares; 2025Q4: 22,405 shares 22,405 $2.45M 0.52% +3,372 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,879 shares; 2025Q3: 9,336 shares; 2025Q4: 31,510 shares 31,510 $2.45M 0.52% +22,174 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,228 shares; 2025Q2: 17,305 shares; 2025Q3: 12,314 shares; 2025Q4: 8,472 shares 8,472 $2.44M 0.52% -3,842 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,039 shares; 2025Q4: 10,602 shares 10,602 $2.41M 0.52% +1,563 Timeline VMBS 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: 53,193 shares; 2025Q3: 49,258 shares; 2025Q4: 49,844 shares 49,844 $2.35M 0.5% +586 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: 27,072 shares; 2024Q4: 85,887 shares; 2025Q1: 89,752 shares; 2025Q2: 113,506 shares; 2025Q3: 88,227 shares; 2025Q4: 80,326 shares 80,326 $2.11M 0.45% -7,901 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,426 shares; 2024Q4: 63,397 shares; 2025Q1: 79,389 shares; 2025Q2: 60,072 shares; 2025Q3: 39,834 shares; 2025Q4: 34,809 shares 34,809 $1.77M 0.38% -5,025 Timeline SPMB 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: 89,695 shares; 2025Q3: 79,993 shares; 2025Q4: 72,464 shares 72,464 $1.62M 0.35% -7,529 Timeline FTXL 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: 24,619 shares; 2024Q4: 25,560 shares; 2025Q1: 35,062 shares; 2025Q2: 20,159 shares; 2025Q3: 12,826 shares; 2025Q4: 12,201 shares 12,201 $1.58M 0.34% -625 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,532 shares; 2024Q4: 10,056 shares; 2025Q1: 11,283 shares; 2025Q2: 5,216 shares; 2025Q3: 5,134 shares; 2025Q4: 5,078 shares 5,078 $1.4M 0.3% -56 Timeline HYSA BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,016 shares; 2024Q4: not reported; 2025Q1: 12,222 shares; 2025Q2: 124,252 shares; 2025Q3: 101,635 shares; 2025Q4: 88,267 shares 88,267 $1.34M 0.29% -13,368 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: 918 shares; 2024Q4: 905 shares; 2025Q1: 1,164 shares; 2025Q2: 1,923 shares; 2025Q3: 1,733 shares; 2025Q4: 1,700 shares 1,700 $1.12M 0.24% -33 Timeline IYH 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: 129,292 shares; 2025Q2: 51,914 shares; 2025Q3: 24,784 shares; 2025Q4: 17,161 shares 17,161 $1.12M 0.24% -7,623 Timeline IYK 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: 88,203 shares; 2025Q2: 17,671 shares; 2025Q3: 24,596 shares; 2025Q4: 16,279 shares 16,279 $1.09M 0.23% -8,317 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: 9,130 shares; 2024Q4: 8,874 shares; 2025Q1: 8,860 shares; 2025Q2: 7,727 shares; 2025Q3: 6,259 shares; 2025Q4: 6,502 shares 6,502 $967K 0.21% +243 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: 13,444 shares; 2024Q4: 16,335 shares; 2025Q1: 19,627 shares; 2025Q2: 12,298 shares; 2025Q3: 10,695 shares; 2025Q4: 11,023 shares 11,023 $889K 0.19% +328 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 6,774 shares; 2025Q1: 6,486 shares; 2025Q2: 26,227 shares; 2025Q3: 24,695 shares; 2025Q4: 23,622 shares 23,622 $870K 0.19% -1,073 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,247 shares; 2025Q2: 8,436 shares; 2025Q3: 8,933 shares; 2025Q4: 9,577 shares 9,577 $811K 0.17% +644 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: 3,417 shares; 2024Q4: 4,157 shares; 2025Q1: 4,543 shares; 2025Q2: 13,675 shares; 2025Q3: 5,542 shares; 2025Q4: 5,714 shares 5,714 $687K 0.15% +172 Timeline VDC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,346 shares; 2025Q3: 5,259 shares; 2025Q4: 3,190 shares 3,190 $674K 0.14% -2,069 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: 2,355 shares; 2024Q4: 2,268 shares; 2025Q1: 2,282 shares; 2025Q2: 2,332 shares; 2025Q3: 2,176 shares; 2025Q4: 2,144 shares 2,144 $673K 0.14% -32 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $669K 0.14% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 7,739 shares; 2025Q1: 7,640 shares; 2025Q2: 8,427 shares; 2025Q3: 4,204 shares; 2025Q4: 3,704 shares 3,704 $658K 0.14% -500 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,260 shares; 2025Q1: 12,618 shares; 2025Q2: 14,574 shares; 2025Q3: 14,569 shares; 2025Q4: 12,998 shares 12,998 $643K 0.14% -1,571 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: 4,713 shares; 2024Q4: 5,278 shares; 2025Q1: 4,939 shares; 2025Q2: 3,326 shares; 2025Q3: 2,932 shares; 2025Q4: 2,770 shares 2,770 $633K 0.14% -162 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: 5,893 shares; 2025Q3: 5,273 shares; 2025Q4: 4,972 shares 4,972 $610K 0.13% -301 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: 7,064 shares; 2024Q4: 7,314 shares; 2025Q1: 7,911 shares; 2025Q2: 5,166 shares; 2025Q3: 4,509 shares; 2025Q4: 4,390 shares 4,390 $583K 0.12% -119 Timeline BKLN 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: 54,783 shares; 2024Q4: 55,377 shares; 2025Q1: 67,452 shares; 2025Q2: 41,597 shares; 2025Q3: 32,262 shares; 2025Q4: 27,361 shares 27,361 $575K 0.12% -4,901 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,914 shares; 2025Q3: 11,234 shares; 2025Q4: 10,528 shares 10,528 $568K 0.12% -706 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,797 shares; 2025Q3: 7,797 shares; 2025Q4: 7,797 shares 7,797 $561K 0.12% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,812 shares; 2025Q3: 11,672 shares; 2025Q4: 11,186 shares 11,186 $550K 0.12% -486 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 19,174 shares; 2025Q1: 24,009 shares; 2025Q2: 18,117 shares; 2025Q3: 12,041 shares; 2025Q4: 10,514 shares 10,514 $531K 0.11% -1,527 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,481 shares; 2025Q3: 2,988 shares; 2025Q4: 2,866 shares 2,866 $531K 0.11% -122 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: 5,979 shares; 2024Q4: 6,645 shares; 2025Q1: 5,970 shares; 2025Q2: 3,530 shares; 2025Q3: 3,293 shares; 2025Q4: 3,290 shares 3,290 $528K 0.11% -3 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,070 shares; 2025Q3: 1,885 shares; 2025Q4: 1,905 shares 1,905 $520K 0.11% +20 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,813 shares; 2024Q4: 12,166 shares; 2025Q1: 12,267 shares; 2025Q2: 9,814 shares; 2025Q3: 8,475 shares; 2025Q4: 8,568 shares 8,568 $502K 0.11% +93 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,009 shares; 2025Q3: 6,213 shares; 2025Q4: 6,072 shares 6,072 $500K 0.11% -141 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: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 866 shares 866 $496K 0.11% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,965 shares; 2025Q3: 1,869 shares; 2025Q4: 1,670 shares 1,670 $495K 0.11% -199 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,626 shares; 2024Q4: 14,853 shares; 2025Q1: 13,930 shares; 2025Q2: 12,945 shares; 2025Q3: 12,723 shares; 2025Q4: 8,834 shares 8,834 $476K 0.1% -3,889 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,594 shares; 2025Q3: 6,505 shares; 2025Q4: 6,003 shares 6,003 $462K 0.1% -502 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 17,333 shares; 2025Q2: 17,333 shares; 2025Q3: 17,333 shares; 2025Q4: 17,333 shares 17,333 $458K 0.1% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 5,554 shares; 2025Q1: 5,342 shares; 2025Q2: 5,305 shares; 2025Q3: 4,793 shares; 2025Q4: 4,658 shares 4,658 $453K 0.1% -135 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,908 shares; 2024Q4: 21,729 shares; 2025Q1: 29,838 shares; 2025Q2: 14,809 shares; 2025Q3: 13,910 shares; 2025Q4: 10,668 shares 10,668 $440K 0.09% -3,242 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 6,198 shares; 2025Q1: 6,191 shares; 2025Q2: 2,709 shares; 2025Q3: 2,617 shares; 2025Q4: 2,550 shares 2,550 $436K 0.09% -67 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: 9,643 shares; 2024Q4: 12,072 shares; 2025Q1: 11,584 shares; 2025Q2: 7,146 shares; 2025Q3: 6,445 shares; 2025Q4: 6,174 shares 6,174 $432K 0.09% -271 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,316 shares 5,316 $422K 0.09% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $419K 0.09% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares 1,581 $406K 0.09% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 17,254 shares; 2025Q1: 17,270 shares; 2025Q2: 9,985 shares; 2025Q3: 8,704 shares; 2025Q4: 8,440 shares 8,440 $404K 0.09% -264 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: 28,024 shares; 2024Q4: 30,254 shares; 2025Q1: 28,502 shares; 2025Q2: 16,954 shares; 2025Q3: 14,995 shares; 2025Q4: 16,002 shares 16,002 $398K 0.08% +1,007 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740 shares; 2025Q3: 1,282 shares; 2025Q4: 1,134 shares 1,134 $393K 0.08% -148 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares 2,169 $389K 0.08% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 4,854 shares; 2025Q1: 5,785 shares; 2025Q2: 5,892 shares; 2025Q3: 5,319 shares; 2025Q4: 4,666 shares 4,666 $385K 0.08% -653 Timeline IDU 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: 38,006 shares; 2025Q2: 3,177 shares; 2025Q3: 2,543 shares; 2025Q4: 3,526 shares 3,526 $382K 0.08% +983 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $369K 0.08% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares 559 $368K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,861 shares; 2025Q3: 3,872 shares; 2025Q4: 3,686 shares 3,686 $366K 0.08% -186 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,645 shares; 2024Q4: 148,813 shares; 2025Q1: 161,992 shares; 2025Q2: 165,993 shares; 2025Q3: 21,499 shares; 2025Q4: 12,705 shares 12,705 $362K 0.08% -8,794 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,664 shares; 2025Q1: 3,766 shares; 2025Q2: 3,414 shares; 2025Q3: 3,185 shares; 2025Q4: 3,479 shares 3,479 $356K 0.08% +294 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: 454 shares; 2024Q4: 350 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 329 shares 329 $354K 0.08% -6 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: 926 shares; 2024Q4: 794 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares 1,001 $351K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,734 shares; 2025Q3: 3,263 shares; 2025Q4: 3,143 shares 3,143 $350K 0.07% -120 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 2,865 shares; 2025Q4: 2,977 shares 2,977 $349K 0.07% +112 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,975 shares; 2025Q3: 7,942 shares; 2025Q4: 8,590 shares 8,590 $346K 0.07% +648 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,868 shares; 2025Q3: 1,650 shares; 2025Q4: 1,660 shares 1,660 $346K 0.07% +10 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,410 shares 1,410 $343K 0.07% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,433 shares; 2025Q4: 4,433 shares 4,433 $341K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 16,334 shares; 2025Q1: 15,855 shares; 2025Q2: 8,984 shares; 2025Q3: 7,984 shares; 2025Q4: 8,324 shares 8,324 $339K 0.07% +340 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 4,770 shares; 2025Q1: 4,861 shares; 2025Q2: 5,001 shares; 2025Q3: 4,944 shares; 2025Q4: 3,513 shares 3,513 $335K 0.07% -1,431 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,344 shares; 2025Q2: 31,344 shares; 2025Q3: 31,344 shares; 2025Q4: 31,344 shares 31,344 $329K 0.07% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,325 shares; 2025Q1: 4,687 shares; 2025Q2: 1,708 shares; 2025Q3: 1,666 shares; 2025Q4: 1,587 shares 1,587 $327K 0.07% -79 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,553 shares; 2024Q4: 15,061 shares; 2025Q1: 13,325 shares; 2025Q2: 8,829 shares; 2025Q3: 7,193 shares; 2025Q4: 8,625 shares 8,625 $323K 0.07% +1,432 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 966 shares; 2025Q4: 966 shares 966 $304K 0.06% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 3,500 shares; 2025Q4: 3,500 shares 3,500 $304K 0.06% 0 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: 3,397 shares; 2025Q3: 2,487 shares; 2025Q4: 2,371 shares 2,371 $303K 0.06% -116 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares 2,622 $302K 0.06% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares 2,805 $301K 0.06% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,587 shares; 2025Q3: 12,801 shares; 2025Q4: 11,243 shares 11,243 $295K 0.06% -1,558 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,997 shares; 2025Q3: 1,671 shares; 2025Q4: 1,811 shares 1,811 $293K 0.06% +140 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: 4,727 shares; 2024Q4: 4,607 shares; 2025Q1: 4,343 shares; 2025Q2: 3,820 shares; 2025Q3: 3,141 shares; 2025Q4: 3,234 shares 3,234 $289K 0.06% +93 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 14,103 shares; 2025Q1: 22,567 shares; 2025Q2: 34,929 shares; 2025Q3: 6,507 shares; 2025Q4: 6,132 shares 6,132 $287K 0.06% -375 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: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,676 shares; 2025Q3: 893 shares; 2025Q4: 890 shares 890 $287K 0.06% -3 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares 1,971 $282K 0.06% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares 3,018 $281K 0.06% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,329 shares; 2025Q2: 4,329 shares; 2025Q3: 4,329 shares; 2025Q4: 4,329 shares 4,329 $278K 0.06% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,388 shares; 2025Q1: 1,288 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 655 shares 655 $276K 0.06% -53 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,573 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 3,573 shares 3,573 $276K 0.06% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 10,884 shares; 2025Q1: 10,688 shares; 2025Q2: 3,930 shares; 2025Q3: 3,698 shares; 2025Q4: 3,129 shares 3,129 $276K 0.06% -569 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 8,304 shares; 2025Q2: 8,304 shares; 2025Q3: 8,304 shares; 2025Q4: 8,304 shares 8,304 $270K 0.06% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,684 shares; 2025Q3: 2,320 shares; 2025Q4: 2,212 shares 2,212 $266K 0.06% -108 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT 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: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares 1,281 $266K 0.06% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,171 shares; 2025Q3: 15,806 shares; 2025Q4: 14,773 shares 14,773 $262K 0.06% -1,033 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 1,842 shares 1,842 $261K 0.06% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE 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: 3,426 shares; 2025Q2: 3,426 shares; 2025Q3: 3,426 shares; 2025Q4: 3,426 shares 3,426 $251K 0.05% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares 2,157 $250K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,663 shares; 2025Q3: 3,945 shares; 2025Q4: 4,314 shares 4,314 $249K 0.05% +369 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,565 shares; 2025Q4: 1,626 shares 1,626 $248K 0.05% +61 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: 800 shares; 2024Q4: 802 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 804 shares; 2025Q4: 803 shares 803 $245K 0.05% -1 Timeline AOM 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: 4,660 shares; 2024Q4: 5,135 shares; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 4,291 shares; 2025Q4: 4,968 shares 4,968 $237K 0.05% +677 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS 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: 8,907 shares 8,907 $237K 0.05% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,264 shares; 2025Q3: 6,264 shares; 2025Q4: 6,264 shares 6,264 $232K 0.05% 0 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: 18,785 shares; 2024Q4: 22,976 shares; 2025Q1: 25,402 shares; 2025Q2: 11,227 shares; 2025Q3: 9,409 shares; 2025Q4: 9,269 shares 9,269 $231K 0.05% -140 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,651 shares; 2025Q3: 9,625 shares; 2025Q4: 10,346 shares 10,346 $231K 0.05% +721 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: 3,544 shares; 2025Q4: 3,383 shares 3,383 $226K 0.05% -161 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares 1,362 $226K 0.05% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares 4,422 $225K 0.05% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 854 shares 854 $216K 0.05% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 5,581 shares; 2025Q1: 5,756 shares; 2025Q2: 1,924 shares; 2025Q3: 1,845 shares; 2025Q4: 1,650 shares 1,650 $215K 0.05% -195 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: not reported; 2025Q4: 1,161 shares 1,161 $214K 0.05% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,107 shares; 2025Q2: 7,107 shares; 2025Q3: 7,107 shares; 2025Q4: 7,107 shares 7,107 $214K 0.05% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares 1,044 $209K 0.04% 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: not reported; 2024Q4: 635 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 597 shares; 2025Q4: 591 shares 591 $207K 0.04% -6 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: 432 shares; 2024Q4: 298 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 370 shares; 2025Q4: 2,185 shares 2,185 $205K 0.04% +1,815 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 627 shares; 2025Q4: 627 shares 627 $202K 0.04% 0 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,405 shares 13,405 $196K 0.04% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: 16,371 shares; 2025Q2: 16,371 shares; 2025Q3: 16,371 shares; 2025Q4: 16,371 shares 16,371 $194K 0.04% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,769 shares; 2025Q3: 11,478 shares; 2025Q4: 11,790 shares 11,790 $190K 0.04% +312 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 23,664 shares 23,664 $111K 0.02% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI 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: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $76.6K 0.02% 0 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS 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: 24,882 shares; 2025Q2: 24,882 shares; 2025Q3: 24,882 shares; 2025Q4: 24,882 shares 24,882 $58.5K 0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS 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: 19,227 shares; 2025Q2: 19,227 shares; 2025Q3: 19,227 shares; 2025Q4: 19,227 shares 19,227 $52.9K 0.01% 0 Timeline EVGO EVGO INC More: the full row for EVGO 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: 17,220 shares; 2025Q2: 17,220 shares; 2025Q3: 17,220 shares; 2025Q4: 17,220 shares 17,220 $49.9K 0.01% 0 Timeline Applied Therapeutics Inc Applied Therapeutics Inc More: the full row for Applied Therapeutics Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,253 shares; 2025Q1: 38,637 shares; 2025Q2: 38,637 shares; 2025Q3: 38,637 shares; 2025Q4: 38,637 shares 38,637 $3.86K <0.01% 0