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: 1,223,104 shares; 2024Q4: 1,217,143 shares; 2025Q1: 1,206,548 shares; 2025Q2: 1,269,375 shares; 2025Q3: 1,285,779 shares; 2025Q4: 1,259,430 shares 1,259,430 $235M 3.32% -26,349 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: 830,077 shares; 2024Q4: 840,352 shares; 2025Q1: 855,513 shares; 2025Q2: 883,828 shares; 2025Q3: 892,038 shares; 2025Q4: 861,450 shares 861,450 $234M 3.31% -30,588 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: 237,869 shares; 2024Q4: 243,217 shares; 2025Q1: 214,439 shares; 2025Q2: 172,387 shares; 2025Q3: 192,842 shares; 2025Q4: 229,540 shares 229,540 $157M 2.22% +36,698 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: 238,490 shares; 2024Q4: 278,317 shares; 2025Q1: 243,052 shares; 2025Q2: 1,280,829 shares; 2025Q3: 1,277,269 shares; 2025Q4: 1,281,859 shares 1,281,859 $143M 2.02% +4,590 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: 103,651 shares; 2024Q4: 151,891 shares; 2025Q1: 141,225 shares; 2025Q2: 170,140 shares; 2025Q3: 173,122 shares; 2025Q4: 205,563 shares 205,563 $140M 1.98% +32,441 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: 253,363 shares; 2024Q4: 264,271 shares; 2025Q1: 250,367 shares; 2025Q2: 276,784 shares; 2025Q3: 279,855 shares; 2025Q4: 278,480 shares 278,480 $135M 1.91% -1,375 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: 511,650 shares; 2024Q4: 537,622 shares; 2025Q1: 511,691 shares; 2025Q2: 512,204 shares; 2025Q3: 525,584 shares; 2025Q4: 524,477 shares 524,477 $121M 1.71% -1,107 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: 157,615 shares; 2024Q4: 127,570 shares; 2025Q1: 163,078 shares; 2025Q2: 167,053 shares; 2025Q3: 163,703 shares; 2025Q4: 159,131 shares 159,131 $97.8M 1.38% -4,572 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: 226,871 shares; 2024Q4: 218,492 shares; 2025Q1: 225,142 shares; 2025Q2: 260,422 shares; 2025Q3: 257,829 shares; 2025Q4: 260,809 shares 260,809 $81.6M 1.16% +2,980 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: 24,764 shares; 2024Q4: 253,557 shares; 2025Q1: 235,615 shares; 2025Q2: 235,684 shares; 2025Q3: 233,057 shares; 2025Q4: 234,019 shares 234,019 $81M 1.15% +962 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: 72,586 shares; 2024Q4: 78,190 shares; 2025Q1: 83,200 shares; 2025Q2: 124,123 shares; 2025Q3: 132,758 shares; 2025Q4: 187,798 shares 187,798 $63M 0.89% +55,040 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: 151,477 shares; 2024Q4: 163,642 shares; 2025Q1: 160,543 shares; 2025Q2: 176,168 shares; 2025Q3: 173,887 shares; 2025Q4: 171,900 shares 171,900 $55.4M 0.78% -1,987 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: 49,573 shares; 2024Q4: 48,595 shares; 2025Q1: 47,212 shares; 2025Q2: 48,563 shares; 2025Q3: 50,933 shares; 2025Q4: 50,561 shares 50,561 $54.3M 0.77% -372 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: 92,450 shares; 2024Q4: 92,732 shares; 2025Q1: 88,181 shares; 2025Q2: 79,409 shares; 2025Q3: 81,345 shares; 2025Q4: 80,107 shares 80,107 $52.9M 0.75% -1,238 Timeline SGOV 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: 52,030 shares; 2024Q4: 59,929 shares; 2025Q1: 103,195 shares; 2025Q2: 263,078 shares; 2025Q3: 278,703 shares; 2025Q4: 465,506 shares 465,506 $46.7M 0.66% +186,803 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,536 shares; 2024Q4: 362,125 shares; 2025Q1: 546,076 shares; 2025Q2: 890,834 shares; 2025Q3: 967,339 shares; 2025Q4: 1,039,861 shares 1,039,861 $45.4M 0.64% +72,522 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: 190,229 shares; 2024Q4: 189,007 shares; 2025Q1: 172,140 shares; 2025Q2: 148,057 shares; 2025Q3: 146,168 shares; 2025Q4: 143,713 shares 143,713 $45.1M 0.64% -2,455 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,806 shares; 2024Q4: 1,034,508 shares; 2025Q1: 1,135,815 shares; 2025Q2: 1,227,500 shares; 2025Q3: 1,269,927 shares; 2025Q4: 1,280,998 shares 1,280,998 $44.5M 0.63% +11,071 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: 114,832 shares; 2024Q4: 232,389 shares; 2025Q1: 262,214 shares; 2025Q2: 283,720 shares; 2025Q3: 271,248 shares; 2025Q4: 243,684 shares 243,684 $43.3M 0.61% -27,564 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: 116,389 shares; 2024Q4: 111,459 shares; 2025Q1: 112,397 shares; 2025Q2: 105,109 shares; 2025Q3: 109,174 shares; 2025Q4: 93,637 shares 93,637 $42.1M 0.6% -15,537 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: 796,225 shares; 2024Q4: 706,038 shares; 2025Q1: 677,387 shares; 2025Q2: 556,406 shares; 2025Q3: 463,846 shares; 2025Q4: 435,435 shares 435,435 $39.8M 0.56% -28,411 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: 142,855 shares; 2024Q4: 153,382 shares; 2025Q1: 158,485 shares; 2025Q2: 166,107 shares; 2025Q3: 196,586 shares; 2025Q4: 202,049 shares 202,049 $38.6M 0.55% +5,463 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: 91,065 shares; 2024Q4: 87,458 shares; 2025Q1: 91,041 shares; 2025Q2: 105,196 shares; 2025Q3: 102,958 shares; 2025Q4: 95,352 shares 95,352 $37.8M 0.53% -7,606 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: 248,703 shares; 2024Q4: 298,422 shares; 2025Q1: 296,825 shares; 2025Q2: 253,292 shares; 2025Q3: 265,159 shares; 2025Q4: 307,836 shares 307,836 $37M 0.52% +42,677 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: 118,172 shares; 2024Q4: 111,014 shares; 2025Q1: 69,211 shares; 2025Q2: 66,879 shares; 2025Q3: 67,419 shares; 2025Q4: 73,718 shares 73,718 $36M 0.51% +6,299 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: 227,752 shares; 2024Q4: 234,630 shares; 2025Q1: 233,818 shares; 2025Q2: 219,448 shares; 2025Q3: 205,712 shares; 2025Q4: 350,288 shares 350,288 $35M 0.5% +144,576 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: 195,509 shares; 2024Q4: 222,529 shares; 2025Q1: 212,318 shares; 2025Q2: 208,641 shares; 2025Q3: 206,779 shares; 2025Q4: 233,034 shares 233,034 $34.6M 0.49% +26,255 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,737 shares; 2024Q4: 36,678 shares; 2025Q1: 42,118 shares; 2025Q2: 50,594 shares; 2025Q3: 52,035 shares; 2025Q4: 54,353 shares 54,353 $34.1M 0.48% +2,318 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: 403,666 shares; 2024Q4: 335,103 shares; 2025Q1: 331,297 shares; 2025Q2: 289,879 shares; 2025Q3: 307,504 shares; 2025Q4: 304,917 shares 304,917 $33.6M 0.48% -2,587 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: 58,031 shares; 2024Q4: 60,487 shares; 2025Q1: 59,440 shares; 2025Q2: 64,713 shares; 2025Q3: 63,534 shares; 2025Q4: 64,330 shares 64,330 $32.3M 0.46% +796 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: 264,307 shares; 2024Q4: 261,829 shares; 2025Q1: 261,989 shares; 2025Q2: 242,051 shares; 2025Q3: 246,493 shares; 2025Q4: 243,388 shares 243,388 $29.3M 0.41% -3,105 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: 413,451 shares; 2024Q4: 416,171 shares; 2025Q1: 428,347 shares; 2025Q2: 314,681 shares; 2025Q3: 316,659 shares; 2025Q4: 443,722 shares 443,722 $29.3M 0.41% +127,063 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: 141,238 shares; 2024Q4: 118,508 shares; 2025Q1: 125,048 shares; 2025Q2: 137,081 shares; 2025Q3: 125,303 shares; 2025Q4: 128,165 shares 128,165 $29.3M 0.41% +2,862 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: 118,361 shares; 2024Q4: 118,852 shares; 2025Q1: 113,957 shares; 2025Q2: 105,241 shares; 2025Q3: 99,397 shares; 2025Q4: 201,485 shares 201,485 $29M 0.41% +102,088 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: 164,255 shares; 2025Q1: 145,852 shares; 2025Q2: 162,346 shares; 2025Q3: 167,082 shares; 2025Q4: 166,304 shares 166,304 $28.5M 0.4% -778 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,118 shares; 2024Q4: 339,784 shares; 2025Q1: 362,785 shares; 2025Q2: 328,065 shares; 2025Q3: 315,090 shares; 2025Q4: 338,573 shares 338,573 $28M 0.4% +23,483 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: 75,942 shares; 2024Q4: 65,792 shares; 2025Q1: 75,421 shares; 2025Q2: 91,361 shares; 2025Q3: 91,243 shares; 2025Q4: 90,835 shares 90,835 $27.6M 0.39% -408 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,412 shares; 2024Q4: 122,836 shares; 2025Q1: 130,512 shares; 2025Q2: 116,486 shares; 2025Q3: 136,641 shares; 2025Q4: 140,977 shares 140,977 $27M 0.38% +4,336 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: 45,137 shares; 2024Q4: 43,802 shares; 2025Q1: 44,019 shares; 2025Q2: 44,011 shares; 2025Q3: 44,021 shares; 2025Q4: 43,674 shares 43,674 $24.9M 0.35% -347 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: 297,183 shares; 2024Q4: 310,550 shares; 2025Q1: 322,801 shares; 2025Q2: 372,683 shares; 2025Q3: 378,293 shares; 2025Q4: 397,487 shares 397,487 $24.8M 0.35% +19,194 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: 67,041 shares; 2024Q4: 63,890 shares; 2025Q1: 59,684 shares; 2025Q2: 64,146 shares; 2025Q3: 67,722 shares; 2025Q4: 67,913 shares 67,913 $23.8M 0.34% +191 Timeline ICSH 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: 36,166 shares; 2024Q4: 78,396 shares; 2025Q1: 547,478 shares; 2025Q2: 325,337 shares; 2025Q3: 345,149 shares; 2025Q4: 466,651 shares 466,651 $23.6M 0.33% +121,502 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: 160,006 shares; 2024Q4: 162,145 shares; 2025Q1: 155,217 shares; 2025Q2: 145,461 shares; 2025Q3: 156,393 shares; 2025Q4: 153,277 shares 153,277 $23.4M 0.33% -3,116 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,417 shares; 2025Q1: 181,365 shares; 2025Q2: 176,186 shares; 2025Q3: 179,847 shares; 2025Q4: 175,752 shares 175,752 $23M 0.33% -4,095 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,282 shares; 2024Q4: 279,628 shares; 2025Q1: 450,151 shares; 2025Q2: 665,809 shares; 2025Q3: 763,316 shares; 2025Q4: 797,323 shares 797,323 $22.7M 0.32% +34,007 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: 100,728 shares; 2024Q4: 47,353 shares; 2025Q1: 49,049 shares; 2025Q2: 27,546 shares; 2025Q3: 29,796 shares; 2025Q4: 74,566 shares 74,566 $22.5M 0.32% +44,770 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: 301,630 shares; 2024Q4: 270,480 shares; 2025Q1: 257,893 shares; 2025Q2: 273,560 shares; 2025Q3: 279,327 shares; 2025Q4: 291,039 shares 291,039 $22.4M 0.32% +11,712 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,020 shares; 2024Q4: 109,864 shares; 2025Q1: 119,650 shares; 2025Q2: 141,620 shares; 2025Q3: 175,123 shares; 2025Q4: 182,353 shares 182,353 $22.2M 0.31% +7,230 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: 180,943 shares; 2024Q4: 161,921 shares; 2025Q1: 185,992 shares; 2025Q2: 84,022 shares; 2025Q3: 56,409 shares; 2025Q4: 110,419 shares 110,419 $22M 0.31% +54,010 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: 36,197 shares; 2024Q4: 36,066 shares; 2025Q1: 37,029 shares; 2025Q2: 40,108 shares; 2025Q3: 40,552 shares; 2025Q4: 37,849 shares 37,849 $21.7M 0.31% -2,703 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,661 shares; 2024Q4: 95,039 shares; 2025Q1: 86,868 shares; 2025Q2: 86,111 shares; 2025Q3: 85,093 shares; 2025Q4: 79,510 shares 79,510 $21.4M 0.3% -5,583 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: 24,509 shares; 2024Q4: 28,443 shares; 2025Q1: 25,801 shares; 2025Q2: 26,589 shares; 2025Q3: 26,388 shares; 2025Q4: 24,745 shares 24,745 $21.3M 0.3% -1,643 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: 9,324 shares; 2024Q4: 20,075 shares; 2025Q1: 24,766 shares; 2025Q2: 30,579 shares; 2025Q3: 29,815 shares; 2025Q4: 32,573 shares 32,573 $21.3M 0.3% +2,758 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: 61,071 shares; 2024Q4: 69,901 shares; 2025Q1: 73,493 shares; 2025Q2: 74,796 shares; 2025Q3: 72,858 shares; 2025Q4: 74,018 shares 74,018 $21.1M 0.3% +1,160 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: 86,153 shares; 2024Q4: 98,330 shares; 2025Q1: 91,430 shares; 2025Q2: 89,137 shares; 2025Q3: 104,370 shares; 2025Q4: 97,828 shares 97,828 $21M 0.3% -6,542 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: 35,383 shares; 2024Q4: 41,557 shares; 2025Q1: 40,418 shares; 2025Q2: 41,883 shares; 2025Q3: 42,087 shares; 2025Q4: 44,418 shares 44,418 $20.8M 0.29% +2,331 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: 78,668 shares; 2024Q4: 73,990 shares; 2025Q1: 69,614 shares; 2025Q2: 66,609 shares; 2025Q3: 69,583 shares; 2025Q4: 69,712 shares 69,712 $20.6M 0.29% +129 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,761 shares; 2024Q4: 92,199 shares; 2025Q1: 94,460 shares; 2025Q2: 77,182 shares; 2025Q3: 94,747 shares; 2025Q4: 94,239 shares 94,239 $20.2M 0.29% -508 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: 78,471 shares; 2024Q4: 76,568 shares; 2025Q1: 74,284 shares; 2025Q2: 69,359 shares; 2025Q3: 69,158 shares; 2025Q4: 237,662 shares 237,662 $20.1M 0.28% +168,504 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343,460 shares; 2025Q1: 350,347 shares; 2025Q2: 351,062 shares; 2025Q3: 348,077 shares; 2025Q4: 333,008 shares 333,008 $20.1M 0.28% -15,069 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: 66,550 shares; 2024Q4: 66,448 shares; 2025Q1: 62,231 shares; 2025Q2: 57,428 shares; 2025Q3: 57,836 shares; 2025Q4: 57,769 shares 57,769 $19.9M 0.28% -67 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 951 shares; 2025Q1: 4,746 shares; 2025Q2: 21,202 shares; 2025Q3: 21,260 shares; 2025Q4: 67,993 shares 67,993 $19.5M 0.28% +46,733 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: 209,173 shares; 2024Q4: 7,928 shares; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 149,734 shares 149,734 $19.4M 0.27% +147,453 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: 31,002 shares; 2024Q4: 30,840 shares; 2025Q1: 33,457 shares; 2025Q2: 55,651 shares; 2025Q3: 56,700 shares; 2025Q4: 58,730 shares 58,730 $19.4M 0.27% +2,030 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: 156,403 shares; 2024Q4: 197,601 shares; 2025Q1: 238,421 shares; 2025Q2: 172,220 shares; 2025Q3: 207,238 shares; 2025Q4: 237,730 shares 237,730 $19.3M 0.27% +30,492 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: 51,123 shares; 2024Q4: 61,181 shares; 2025Q1: 65,544 shares; 2025Q2: 77,037 shares; 2025Q3: 79,626 shares; 2025Q4: 90,633 shares 90,633 $19.2M 0.27% +11,007 Timeline FXU 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: 456,297 shares; 2025Q2: 455,369 shares; 2025Q3: 452,361 shares; 2025Q4: 417,989 shares 417,989 $18.8M 0.27% -34,372 Timeline MISL 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: 901 shares; 2025Q4: 439,591 shares 439,591 $18.8M 0.27% +438,690 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: 227,718 shares; 2024Q4: 251,396 shares; 2025Q1: 254,495 shares; 2025Q2: 139,461 shares; 2025Q3: 140,903 shares; 2025Q4: 152,127 shares 152,127 $18.8M 0.27% +11,224 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: 127,756 shares; 2024Q4: 131,614 shares; 2025Q1: 169,528 shares; 2025Q2: 205,276 shares; 2025Q3: 243,710 shares; 2025Q4: 275,996 shares 275,996 $18.6M 0.26% +32,286 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: 105,589 shares; 2024Q4: 100,471 shares; 2025Q1: 102,990 shares; 2025Q2: 114,757 shares; 2025Q3: 118,732 shares; 2025Q4: 127,845 shares 127,845 $18.3M 0.26% +9,113 Timeline SCHD 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: 201,373 shares; 2024Q4: 445,456 shares; 2025Q1: 534,750 shares; 2025Q2: 630,378 shares; 2025Q3: 653,891 shares; 2025Q4: 661,336 shares 661,336 $18.1M 0.26% +7,445 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: 16,083 shares; 2024Q4: 18,213 shares; 2025Q1: 16,761 shares; 2025Q2: 18,762 shares; 2025Q3: 21,506 shares; 2025Q4: 192,592 shares 192,592 $18.1M 0.26% +171,086 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: 65,501 shares; 2024Q4: 72,538 shares; 2025Q1: 72,984 shares; 2025Q2: 115,154 shares; 2025Q3: 128,690 shares; 2025Q4: 127,604 shares 127,604 $18M 0.25% -1,086 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: 135,612 shares; 2024Q4: 137,086 shares; 2025Q1: 127,734 shares; 2025Q2: 127,589 shares; 2025Q3: 117,717 shares; 2025Q4: 167,346 shares 167,346 $17.9M 0.25% +49,629 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 23,554 shares; 2025Q1: 25,305 shares; 2025Q2: 26,340 shares; 2025Q3: 24,885 shares; 2025Q4: 26,521 shares 26,521 $17.9M 0.25% +1,636 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: 80,566 shares; 2024Q4: 78,064 shares; 2025Q1: 72,800 shares; 2025Q2: 85,838 shares; 2025Q3: 84,239 shares; 2025Q4: 85,831 shares 85,831 $17.8M 0.25% +1,592 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: 86,733 shares; 2024Q4: 110,399 shares; 2025Q1: 117,571 shares; 2025Q2: 115,988 shares; 2025Q3: 98,143 shares; 2025Q4: 90,700 shares 90,700 $17.7M 0.25% -7,443 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: 28,619 shares; 2024Q4: 280,823 shares; 2025Q1: 369,788 shares; 2025Q2: 485,749 shares; 2025Q3: 536,365 shares; 2025Q4: 518,474 shares 518,474 $16.9M 0.24% -17,891 Timeline BBIN 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: 3,796 shares; 2024Q4: 5,039 shares; 2025Q1: 12,049 shares; 2025Q2: 186,919 shares; 2025Q3: 210,497 shares; 2025Q4: 229,629 shares 229,629 $16.6M 0.23% +19,132 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: 245,058 shares; 2024Q4: 242,532 shares; 2025Q1: 284,897 shares; 2025Q2: 290,347 shares; 2025Q3: 287,900 shares; 2025Q4: 287,416 shares 287,416 $16.5M 0.23% -484 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 54,741 shares; 2025Q1: 54,626 shares; 2025Q2: 54,288 shares; 2025Q3: 53,208 shares; 2025Q4: 52,998 shares 52,998 $16.4M 0.23% -210 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: 9,948 shares; 2024Q4: 11,113 shares; 2025Q1: 12,268 shares; 2025Q2: 13,229 shares; 2025Q3: 14,351 shares; 2025Q4: 17,851 shares 17,851 $15.7M 0.22% +3,500 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: 45,181 shares; 2024Q4: 50,935 shares; 2025Q1: 50,476 shares; 2025Q2: 52,327 shares; 2025Q3: 53,004 shares; 2025Q4: 50,536 shares 50,536 $15.6M 0.22% -2,468 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: 322,201 shares; 2024Q4: 359,853 shares; 2025Q1: 348,306 shares; 2025Q2: 362,539 shares; 2025Q3: 373,429 shares; 2025Q4: 375,216 shares 375,216 $15.3M 0.22% +1,787 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: 70,799 shares; 2024Q4: 73,890 shares; 2025Q1: 62,576 shares; 2025Q2: 62,308 shares; 2025Q3: 64,069 shares; 2025Q4: 71,733 shares 71,733 $15.2M 0.21% +7,664 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: 100,865 shares; 2024Q4: 105,279 shares; 2025Q1: 66,699 shares; 2025Q2: 68,379 shares; 2025Q3: 67,822 shares; 2025Q4: 68,732 shares 68,732 $15.1M 0.21% +910 Timeline HELO 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: 51,157 shares; 2024Q4: 67,118 shares; 2025Q1: 116,754 shares; 2025Q2: 215,388 shares; 2025Q3: 203,490 shares; 2025Q4: 227,219 shares 227,219 $15.1M 0.21% +23,729 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: 41,024 shares; 2024Q4: 40,277 shares; 2025Q1: 41,110 shares; 2025Q2: 47,044 shares; 2025Q3: 47,971 shares; 2025Q4: 48,617 shares 48,617 $14.9M 0.21% +646 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,526 shares; 2024Q4: 379,853 shares; 2025Q1: 414,903 shares; 2025Q2: 427,035 shares; 2025Q3: 446,824 shares; 2025Q4: 490,407 shares 490,407 $14.8M 0.21% +43,583 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 12,903 shares; 2025Q1: 12,903 shares; 2025Q2: 12,522 shares; 2025Q3: 12,502 shares; 2025Q4: 12,066 shares 12,066 $14.7M 0.21% -436 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: 83,326 shares; 2024Q4: 81,706 shares; 2025Q1: 83,087 shares; 2025Q2: 97,910 shares; 2025Q3: 96,498 shares; 2025Q4: 94,285 shares 94,285 $14.5M 0.2% -2,213 Timeline TLT 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: 142,624 shares; 2024Q4: 130,254 shares; 2025Q1: 124,901 shares; 2025Q2: 197,376 shares; 2025Q3: 191,983 shares; 2025Q4: 166,104 shares 166,104 $14.5M 0.2% -25,879 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: 129,066 shares; 2024Q4: 114,814 shares; 2025Q1: 114,465 shares; 2025Q2: 124,510 shares; 2025Q3: 118,066 shares; 2025Q4: 136,528 shares 136,528 $14.4M 0.2% +18,462 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: 90,221 shares; 2024Q4: 84,591 shares; 2025Q1: 74,104 shares; 2025Q2: 81,582 shares; 2025Q3: 90,806 shares; 2025Q4: 89,440 shares 89,440 $14.3M 0.2% -1,366 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: 22,100 shares; 2024Q4: 24,986 shares; 2025Q1: 25,679 shares; 2025Q2: 26,752 shares; 2025Q3: 23,485 shares; 2025Q4: 25,128 shares 25,128 $14.2M 0.2% +1,643 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: 153,678 shares; 2024Q4: 161,550 shares; 2025Q1: 148,668 shares; 2025Q2: 178,284 shares; 2025Q3: 178,031 shares; 2025Q4: 177,236 shares 177,236 $14.2M 0.2% -795 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: 141,052 shares; 2024Q4: 157,148 shares; 2025Q1: 158,726 shares; 2025Q2: 171,895 shares; 2025Q3: 151,398 shares; 2025Q4: 158,698 shares 158,698 $14.2M 0.2% +7,300 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: 48,022 shares; 2024Q4: 116,484 shares; 2025Q1: 178,009 shares; 2025Q2: 172,286 shares; 2025Q3: 171,320 shares; 2025Q4: 174,780 shares 174,780 $14M 0.2% +3,460 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: 36,151 shares; 2024Q4: 46,156 shares; 2025Q1: 45,692 shares; 2025Q2: 54,688 shares; 2025Q3: 55,442 shares; 2025Q4: 54,043 shares 54,043 $13.9M 0.2% -1,399 Timeline IAI 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: 77,328 shares; 2025Q1: 81,864 shares; 2025Q2: 84,695 shares; 2025Q3: 85,127 shares; 2025Q4: 76,624 shares 76,624 $13.7M 0.19% -8,503 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,875 shares; 2024Q4: 41,899 shares; 2025Q1: 18,924 shares; 2025Q2: 17,454 shares; 2025Q3: 17,833 shares; 2025Q4: 18,085 shares 18,085 $13.6M 0.19% +252 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,560 shares; 2024Q4: 213,014 shares; 2025Q1: 217,739 shares; 2025Q2: 221,707 shares; 2025Q3: 222,973 shares; 2025Q4: 225,645 shares 225,645 $13.6M 0.19% +2,672 Timeline IYC 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: 5,762 shares; 2024Q4: 117,376 shares; 2025Q1: 127,670 shares; 2025Q2: 119,013 shares; 2025Q3: 123,000 shares; 2025Q4: 131,631 shares 131,631 $13.6M 0.19% +8,631 Timeline IYF 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: 18,799 shares; 2024Q4: 18,106 shares; 2025Q1: 4,617 shares; 2025Q2: 91,004 shares; 2025Q3: 94,134 shares; 2025Q4: 104,685 shares 104,685 $13.5M 0.19% +10,551 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: 78,232 shares; 2024Q4: 84,086 shares; 2025Q1: 76,256 shares; 2025Q2: 72,934 shares; 2025Q3: 88,198 shares; 2025Q4: 83,681 shares 83,681 $13.5M 0.19% -4,517 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: 26,197 shares; 2024Q4: 30,676 shares; 2025Q1: 29,853 shares; 2025Q2: 28,314 shares; 2025Q3: 28,453 shares; 2025Q4: 27,706 shares 27,706 $13.4M 0.19% -747 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: 36,277 shares; 2024Q4: 64,067 shares; 2025Q1: 64,715 shares; 2025Q2: 51,305 shares; 2025Q3: 57,804 shares; 2025Q4: 54,320 shares 54,320 $13.4M 0.19% -3,484 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: 124,194 shares; 2024Q4: 96,250 shares; 2025Q1: 106,436 shares; 2025Q2: 65,125 shares; 2025Q3: 63,203 shares; 2025Q4: 59,203 shares 59,203 $13.3M 0.19% -4,000 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: 83,170 shares; 2024Q4: 85,757 shares; 2025Q1: 85,163 shares; 2025Q2: 92,871 shares; 2025Q3: 72,023 shares; 2025Q4: 77,462 shares 77,462 $13.3M 0.19% +5,439 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: 21,033 shares; 2024Q4: 23,529 shares; 2025Q1: 25,083 shares; 2025Q2: 37,340 shares; 2025Q3: 49,947 shares; 2025Q4: 48,111 shares 48,111 $13.2M 0.19% -1,836 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: 14,892 shares; 2024Q4: 16,956 shares; 2025Q1: 24,710 shares; 2025Q2: 25,280 shares; 2025Q3: 23,285 shares; 2025Q4: 27,576 shares 27,576 $13.1M 0.18% +4,291 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: 25,584 shares; 2024Q4: 29,872 shares; 2025Q1: 26,282 shares; 2025Q2: 37,069 shares; 2025Q3: 36,238 shares; 2025Q4: 35,093 shares 35,093 $13M 0.18% -1,145 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,393 shares; 2024Q4: 132,911 shares; 2025Q1: 129,654 shares; 2025Q2: 159,506 shares; 2025Q3: 141,606 shares; 2025Q4: 289,707 shares 289,707 $13M 0.18% +148,101 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: 56,961 shares; 2024Q4: 60,357 shares; 2025Q1: 65,476 shares; 2025Q2: 113,834 shares; 2025Q3: 120,751 shares; 2025Q4: 171,618 shares 171,618 $12.9M 0.18% +50,867 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: 95,224 shares; 2024Q4: 108,404 shares; 2025Q1: 109,345 shares; 2025Q2: 213,853 shares; 2025Q3: 220,646 shares; 2025Q4: 239,689 shares 239,689 $12.9M 0.18% +19,043 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,266 shares; 2024Q4: 13,324 shares; 2025Q1: 13,455 shares; 2025Q2: 15,052 shares; 2025Q3: 15,787 shares; 2025Q4: 15,438 shares 15,438 $12.7M 0.18% -349 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: 117,082 shares; 2024Q4: 117,828 shares; 2025Q1: 121,233 shares; 2025Q2: 128,250 shares; 2025Q3: 133,576 shares; 2025Q4: 135,004 shares 135,004 $12.6M 0.18% +1,428 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,133 shares; 2024Q4: 137,805 shares; 2025Q1: 136,227 shares; 2025Q2: 157,024 shares; 2025Q3: 168,396 shares; 2025Q4: 217,734 shares 217,734 $12.3M 0.17% +49,338 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: 122,623 shares; 2024Q4: 128,123 shares; 2025Q1: 120,225 shares; 2025Q2: 123,591 shares; 2025Q3: 124,173 shares; 2025Q4: 140,715 shares 140,715 $12.3M 0.17% +16,542 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,988 shares; 2024Q4: 512,896 shares; 2025Q1: 216,420 shares; 2025Q2: 277,003 shares; 2025Q3: 284,731 shares; 2025Q4: 275,358 shares 275,358 $12.2M 0.17% -9,373 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: 88,948 shares; 2024Q4: 138,777 shares; 2025Q1: 137,049 shares; 2025Q2: 199,410 shares; 2025Q3: 182,255 shares; 2025Q4: 170,621 shares 170,621 $12.2M 0.17% -11,634 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,785 shares; 2024Q4: 108,579 shares; 2025Q1: 120,348 shares; 2025Q2: 118,226 shares; 2025Q3: 119,927 shares; 2025Q4: 119,275 shares 119,275 $12.2M 0.17% -652 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: 54,089 shares; 2024Q4: 60,160 shares; 2025Q1: 57,397 shares; 2025Q2: 60,041 shares; 2025Q3: 73,759 shares; 2025Q4: 126,097 shares 126,097 $12.1M 0.17% +52,338 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,054 shares; 2024Q4: 128,345 shares; 2025Q1: 125,422 shares; 2025Q2: 109,194 shares; 2025Q3: 109,137 shares; 2025Q4: 109,652 shares 109,652 $12.1M 0.17% +515 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,366 shares; 2024Q4: 19,771 shares; 2025Q1: 18,215 shares; 2025Q2: 23,795 shares; 2025Q3: 25,384 shares; 2025Q4: 25,508 shares 25,508 $11.9M 0.17% +124 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: 45,845 shares; 2024Q4: 45,624 shares; 2025Q1: 38,899 shares; 2025Q2: 46,372 shares; 2025Q3: 47,366 shares; 2025Q4: 47,946 shares 47,946 $11.6M 0.16% +580 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: 85,170 shares; 2024Q4: 45,232 shares; 2025Q1: 48,659 shares; 2025Q2: 49,009 shares; 2025Q3: 54,495 shares; 2025Q4: 74,135 shares 74,135 $11.5M 0.16% +19,640 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: 25,963 shares; 2024Q4: 27,080 shares; 2025Q1: 29,887 shares; 2025Q2: 36,143 shares; 2025Q3: 36,928 shares; 2025Q4: 39,427 shares 39,427 $11.4M 0.16% +2,499 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,936 shares; 2024Q4: 15,225 shares; 2025Q1: 16,221 shares; 2025Q2: 21,470 shares; 2025Q3: 24,886 shares; 2025Q4: 22,407 shares 22,407 $11.4M 0.16% -2,479 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,576 shares; 2024Q4: 338,907 shares; 2025Q1: 354,855 shares; 2025Q2: 511,726 shares; 2025Q3: 519,072 shares; 2025Q4: 481,659 shares 481,659 $11.4M 0.16% -37,413 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: 94,466 shares; 2024Q4: 106,962 shares; 2025Q1: 105,113 shares; 2025Q2: 87,900 shares; 2025Q3: 87,309 shares; 2025Q4: 88,171 shares 88,171 $11.4M 0.16% +862 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: 31,713 shares; 2024Q4: 34,311 shares; 2025Q1: 38,429 shares; 2025Q2: 38,710 shares; 2025Q3: 36,663 shares; 2025Q4: 53,907 shares 53,907 $11.3M 0.16% +17,244 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: 32,030 shares; 2024Q4: 39,976 shares; 2025Q1: 36,063 shares; 2025Q2: 35,295 shares; 2025Q3: 32,445 shares; 2025Q4: 34,925 shares 34,925 $11.1M 0.16% +2,480 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: 48,228 shares; 2024Q4: 49,947 shares; 2025Q1: 54,446 shares; 2025Q2: 55,801 shares; 2025Q3: 48,640 shares; 2025Q4: 41,284 shares 41,284 $10.9M 0.15% -7,356 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: 303,521 shares; 2024Q4: 400,205 shares; 2025Q1: 407,668 shares; 2025Q2: 397,806 shares; 2025Q3: 446,058 shares; 2025Q4: 432,260 shares 432,260 $10.7M 0.15% -13,798 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: 90,598 shares; 2024Q4: 82,110 shares; 2025Q1: 77,734 shares; 2025Q2: 53,322 shares; 2025Q3: 53,853 shares; 2025Q4: 57,725 shares 57,725 $10.6M 0.15% +3,872 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,168 shares; 2024Q4: 141,258 shares; 2025Q1: 146,004 shares; 2025Q2: 164,827 shares; 2025Q3: 216,769 shares; 2025Q4: 229,002 shares 229,002 $10.5M 0.15% +12,233 Timeline PULS 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: 62,264 shares; 2024Q4: 39,490 shares; 2025Q1: 38,951 shares; 2025Q2: 153,228 shares; 2025Q3: 205,806 shares; 2025Q4: 211,286 shares 211,286 $10.5M 0.15% +5,480 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: 18,935 shares; 2024Q4: 18,457 shares; 2025Q1: 22,761 shares; 2025Q2: 24,910 shares; 2025Q3: 29,935 shares; 2025Q4: 30,546 shares 30,546 $10.5M 0.15% +611 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: 18,766 shares; 2024Q4: 27,382 shares; 2025Q1: 30,630 shares; 2025Q2: 23,022 shares; 2025Q3: 23,501 shares; 2025Q4: 24,469 shares 24,469 $10.3M 0.15% +968 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,100 shares; 2024Q4: 324,704 shares; 2025Q1: 330,552 shares; 2025Q2: 306,447 shares; 2025Q3: 328,286 shares; 2025Q4: 312,269 shares 312,269 $10.3M 0.15% -16,017 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,821 shares; 2024Q4: 37,620 shares; 2025Q1: 43,031 shares; 2025Q2: 58,186 shares; 2025Q3: 59,518 shares; 2025Q4: 60,112 shares 60,112 $10.2M 0.14% +594 Timeline JPST 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: 45,128 shares; 2024Q4: 94,760 shares; 2025Q1: 134,559 shares; 2025Q2: 267,036 shares; 2025Q3: 222,412 shares; 2025Q4: 201,260 shares 201,260 $10.2M 0.14% -21,152 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,447 shares; 2024Q4: 24,322 shares; 2025Q1: 25,042 shares; 2025Q2: 23,857 shares; 2025Q3: 25,410 shares; 2025Q4: 39,985 shares 39,985 $10.1M 0.14% +14,575 Timeline SFLR 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: 10,897 shares; 2025Q3: 10,709 shares; 2025Q4: 273,117 shares 273,117 $10.1M 0.14% +262,408 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: 190,562 shares; 2024Q4: 197,591 shares; 2025Q1: 194,790 shares; 2025Q2: 199,893 shares; 2025Q3: 300,957 shares; 2025Q4: 203,057 shares 203,057 $10M 0.14% -97,900 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,373 shares; 2024Q4: 108,421 shares; 2025Q1: 113,267 shares; 2025Q2: 130,437 shares; 2025Q3: 135,458 shares; 2025Q4: 143,920 shares 143,920 $9.99M 0.14% +8,462 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: 82,010 shares; 2024Q4: 70,340 shares; 2025Q1: 64,477 shares; 2025Q2: 96,215 shares; 2025Q3: 92,772 shares; 2025Q4: 121,702 shares 121,702 $9.94M 0.14% +28,930 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: 201,904 shares; 2024Q4: 208,361 shares; 2025Q1: 200,723 shares; 2025Q2: 205,692 shares; 2025Q3: 204,420 shares; 2025Q4: 179,866 shares 179,866 $9.89M 0.14% -24,554 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,710 shares; 2024Q4: 58,134 shares; 2025Q1: 58,285 shares; 2025Q2: 60,451 shares; 2025Q3: 61,745 shares; 2025Q4: 63,740 shares 63,740 $9.89M 0.14% +1,995 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,362 shares; 2024Q4: 82,245 shares; 2025Q1: 76,385 shares; 2025Q2: 76,795 shares; 2025Q3: 76,431 shares; 2025Q4: 76,169 shares 76,169 $9.83M 0.14% -262 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: 103,578 shares; 2024Q4: 106,633 shares; 2025Q1: 111,733 shares; 2025Q2: 117,617 shares; 2025Q3: 119,908 shares; 2025Q4: 105,176 shares 105,176 $9.8M 0.14% -14,732 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: 26,665 shares; 2024Q4: 27,197 shares; 2025Q1: 27,290 shares; 2025Q2: 39,949 shares; 2025Q3: 39,656 shares; 2025Q4: 36,042 shares 36,042 $9.77M 0.14% -3,614 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: 162,388 shares; 2024Q4: 174,410 shares; 2025Q1: 173,151 shares; 2025Q2: 197,256 shares; 2025Q3: 191,878 shares; 2025Q4: 169,073 shares 169,073 $9.75M 0.14% -22,805 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: 73,985 shares; 2024Q4: 66,686 shares; 2025Q1: 66,851 shares; 2025Q2: 82,490 shares; 2025Q3: 66,504 shares; 2025Q4: 67,771 shares 67,771 $9.73M 0.14% +1,267 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: 62,117 shares; 2024Q4: 71,087 shares; 2025Q1: 88,256 shares; 2025Q2: 88,354 shares; 2025Q3: 81,924 shares; 2025Q4: 78,825 shares 78,825 $9.68M 0.14% -3,099 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: 126,496 shares; 2024Q4: 125,525 shares; 2025Q1: 71,388 shares; 2025Q2: 85,926 shares; 2025Q3: 109,438 shares; 2025Q4: 225,745 shares 225,745 $9.64M 0.14% +116,307 Timeline JAAA 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: 14,360 shares; 2024Q4: 22,734 shares; 2025Q1: 28,627 shares; 2025Q2: 168,055 shares; 2025Q3: 187,967 shares; 2025Q4: 190,124 shares 190,124 $9.62M 0.14% +2,157 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,571 shares; 2024Q4: 5,528 shares; 2025Q1: 5,246 shares; 2025Q2: 3,580 shares; 2025Q3: 3,813 shares; 2025Q4: 144,243 shares 144,243 $9.59M 0.14% +140,430 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 19,678 shares; 2025Q1: 19,936 shares; 2025Q2: 24,621 shares; 2025Q3: 26,228 shares; 2025Q4: 27,147 shares 27,147 $9.54M 0.14% +919 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,895 shares; 2024Q4: 59,112 shares; 2025Q1: 25,182 shares; 2025Q2: 45,578 shares; 2025Q3: 111,880 shares; 2025Q4: 110,686 shares 110,686 $9.49M 0.13% -1,194 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: 62,115 shares; 2024Q4: 216,521 shares; 2025Q1: 187,825 shares; 2025Q2: 382,165 shares; 2025Q3: 386,960 shares; 2025Q4: 351,911 shares 351,911 $9.47M 0.13% -35,049 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,639 shares; 2024Q4: 21,235 shares; 2025Q1: 21,419 shares; 2025Q2: 22,066 shares; 2025Q3: 22,124 shares; 2025Q4: 24,442 shares 24,442 $9.46M 0.13% +2,318 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: 24,037 shares; 2024Q4: 24,883 shares; 2025Q1: 27,157 shares; 2025Q2: 31,648 shares; 2025Q3: 33,551 shares; 2025Q4: 28,811 shares 28,811 $9.43M 0.13% -4,740 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 15,752 shares; 2025Q1: 13,690 shares; 2025Q2: 14,372 shares; 2025Q3: 12,264 shares; 2025Q4: 61,513 shares 61,513 $9.42M 0.13% +49,249 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: 134,240 shares; 2024Q4: 135,067 shares; 2025Q1: 142,261 shares; 2025Q2: 142,051 shares; 2025Q3: 137,902 shares; 2025Q4: 134,732 shares 134,732 $9.42M 0.13% -3,170 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: 114,806 shares; 2024Q4: 119,430 shares; 2025Q1: 68,156 shares; 2025Q2: 64,413 shares; 2025Q3: 64,423 shares; 2025Q4: 65,546 shares 65,546 $9.41M 0.13% +1,123 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,069 shares; 2024Q4: 75,025 shares; 2025Q1: 61,654 shares; 2025Q2: 92,122 shares; 2025Q3: 93,673 shares; 2025Q4: 126,096 shares 126,096 $9.34M 0.13% +32,423 Timeline FDHY 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: 171,980 shares; 2024Q4: 165,991 shares; 2025Q1: 165,241 shares; 2025Q2: 154,471 shares; 2025Q3: 154,744 shares; 2025Q4: 188,681 shares 188,681 $9.31M 0.13% +33,937 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,622 shares; 2024Q4: 163,159 shares; 2025Q1: 148,124 shares; 2025Q2: 144,387 shares; 2025Q3: 125,430 shares; 2025Q4: 144,335 shares 144,335 $9.3M 0.13% +18,905 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,850 shares; 2024Q4: 87,323 shares; 2025Q1: 142,335 shares; 2025Q2: 149,097 shares; 2025Q3: 146,822 shares; 2025Q4: 116,895 shares 116,895 $9.21M 0.13% -29,927 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: 27,254 shares; 2024Q4: 28,253 shares; 2025Q1: 21,402 shares; 2025Q2: 25,221 shares; 2025Q3: 25,721 shares; 2025Q4: 25,622 shares 25,622 $8.97M 0.13% -99 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,303 shares; 2024Q4: 25,441 shares; 2025Q1: 25,835 shares; 2025Q2: 28,001 shares; 2025Q3: 29,264 shares; 2025Q4: 30,249 shares 30,249 $8.94M 0.13% +985 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: 29,782 shares; 2024Q4: 54,195 shares; 2025Q1: 58,991 shares; 2025Q2: 80,378 shares; 2025Q3: 84,489 shares; 2025Q4: 93,853 shares 93,853 $8.92M 0.13% +9,364 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,616 shares; 2024Q4: 49,629 shares; 2025Q1: 52,421 shares; 2025Q2: 92,702 shares; 2025Q3: 87,728 shares; 2025Q4: 91,973 shares 91,973 $8.84M 0.13% +4,245 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,517 shares; 2024Q4: 15,787 shares; 2025Q1: 15,694 shares; 2025Q2: 15,253 shares; 2025Q3: 15,443 shares; 2025Q4: 24,428 shares 24,428 $8.8M 0.12% +8,985 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,812 shares; 2025Q1: 3,907 shares; 2025Q2: 4,547 shares; 2025Q3: 4,321 shares; 2025Q4: 4,359 shares 4,359 $8.78M 0.12% +38 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: 34,046 shares; 2024Q4: 34,746 shares; 2025Q1: 46,077 shares; 2025Q2: 72,369 shares; 2025Q3: 61,782 shares; 2025Q4: 64,367 shares 64,367 $8.7M 0.12% +2,585 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: 58,590 shares; 2024Q4: 62,186 shares; 2025Q1: 59,570 shares; 2025Q2: 58,769 shares; 2025Q3: 56,125 shares; 2025Q4: 105,241 shares 105,241 $8.68M 0.12% +49,116 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 16,572 shares; 2025Q1: 15,785 shares; 2025Q2: 13,473 shares; 2025Q3: 15,388 shares; 2025Q4: 15,330 shares 15,330 $8.61M 0.12% -58 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 14,657 shares; 2025Q1: 41,026 shares; 2025Q2: 45,373 shares; 2025Q3: 52,405 shares; 2025Q4: 121,070 shares 121,070 $8.59M 0.12% +68,665 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,074 shares; 2024Q4: 107,943 shares; 2025Q1: 108,665 shares; 2025Q2: 109,745 shares; 2025Q3: 133,727 shares; 2025Q4: 140,257 shares 140,257 $8.53M 0.12% +6,530 Timeline FLRG 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: 194,893 shares; 2025Q2: 233,929 shares; 2025Q3: 218,581 shares; 2025Q4: 222,740 shares 222,740 $8.45M 0.12% +4,159 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,657 shares; 2024Q4: 306,882 shares; 2025Q1: 300,874 shares; 2025Q2: 286,969 shares; 2025Q3: 288,984 shares; 2025Q4: 288,390 shares 288,390 $8.4M 0.12% -594 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,461 shares; 2024Q4: 64,402 shares; 2025Q1: 58,047 shares; 2025Q2: 79,385 shares; 2025Q3: 98,551 shares; 2025Q4: 82,629 shares 82,629 $8.25M 0.12% -15,922 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: 142,518 shares; 2024Q4: 144,050 shares; 2025Q1: 137,259 shares; 2025Q2: 142,244 shares; 2025Q3: 147,714 shares; 2025Q4: 149,303 shares 149,303 $8.18M 0.12% +1,589 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 13,284 shares; 2025Q1: 10,784 shares; 2025Q2: 13,596 shares; 2025Q3: 13,613 shares; 2025Q4: 12,275 shares 12,275 $8.13M 0.12% -1,338 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: 88,044 shares; 2024Q4: 51,345 shares; 2025Q1: 57,222 shares; 2025Q2: 63,990 shares; 2025Q3: 63,968 shares; 2025Q4: 64,709 shares 64,709 $8.11M 0.11% +741 Timeline ESGU 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: 53,743 shares; 2024Q4: 51,006 shares; 2025Q1: 47,513 shares; 2025Q2: 51,431 shares; 2025Q3: 52,838 shares; 2025Q4: 54,171 shares 54,171 $8.07M 0.11% +1,333 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,154 shares; 2024Q4: 186,554 shares; 2025Q1: 178,897 shares; 2025Q2: 175,858 shares; 2025Q3: 161,760 shares; 2025Q4: 173,177 shares 173,177 $8.06M 0.11% +11,417 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: 57,766 shares; 2024Q4: 51,512 shares; 2025Q1: 50,521 shares; 2025Q2: 41,723 shares; 2025Q3: 41,790 shares; 2025Q4: 49,344 shares 49,344 $8.02M 0.11% +7,554 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,591 shares; 2024Q4: 43,312 shares; 2025Q1: 37,282 shares; 2025Q2: 54,613 shares; 2025Q3: 99,328 shares; 2025Q4: 81,497 shares 81,497 $8.01M 0.11% -17,831 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 8,548 shares; 2025Q1: 8,985 shares; 2025Q2: 8,232 shares; 2025Q3: 7,703 shares; 2025Q4: 5,998 shares 5,998 $7.98M 0.11% -1,705 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 127,197 shares; 2025Q1: 142,635 shares; 2025Q2: 166,729 shares; 2025Q3: 181,043 shares; 2025Q4: 191,267 shares 191,267 $7.93M 0.11% +10,224 Timeline BINC 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: 31,663 shares; 2024Q4: 35,657 shares; 2025Q1: 44,787 shares; 2025Q2: 48,613 shares; 2025Q3: 136,634 shares; 2025Q4: 149,755 shares 149,755 $7.9M 0.11% +13,121 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: 48,883 shares; 2024Q4: 46,233 shares; 2025Q1: 57,266 shares; 2025Q2: 51,828 shares; 2025Q3: 57,598 shares; 2025Q4: 48,079 shares 48,079 $7.76M 0.11% -9,519 Timeline SCHI 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: 85,027 shares; 2024Q4: 295,653 shares; 2025Q1: 311,741 shares; 2025Q2: 344,537 shares; 2025Q3: 332,708 shares; 2025Q4: 336,954 shares 336,954 $7.74M 0.11% +4,246 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: 15,550 shares; 2024Q4: 21,524 shares; 2025Q1: 31,126 shares; 2025Q2: 86,809 shares; 2025Q3: 78,387 shares; 2025Q4: 104,761 shares 104,761 $7.71M 0.11% +26,374 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: 2,482 shares; 2024Q4: 2,372 shares; 2025Q1: 2,362 shares; 2025Q2: 2,346 shares; 2025Q3: 2,291 shares; 2025Q4: 2,237 shares 2,237 $7.59M 0.11% -54 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: 69,420 shares; 2024Q4: 93,789 shares; 2025Q1: 100,407 shares; 2025Q2: 79,876 shares; 2025Q3: 82,837 shares; 2025Q4: 86,326 shares 86,326 $7.56M 0.11% +3,489 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 26,698 shares; 2025Q1: 24,448 shares; 2025Q2: 31,374 shares; 2025Q3: 33,751 shares; 2025Q4: 34,178 shares 34,178 $7.51M 0.11% +427 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 96,102 shares; 2025Q3: 201,186 shares; 2025Q4: 224,327 shares 224,327 $7.47M 0.11% +23,141 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 9,393 shares; 2025Q1: 13,925 shares; 2025Q2: 54,776 shares; 2025Q3: 63,927 shares; 2025Q4: 87,371 shares 87,371 $7.46M 0.11% +23,444 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: 179,897 shares; 2024Q4: 151,427 shares; 2025Q1: 154,944 shares; 2025Q2: 140,086 shares; 2025Q3: 144,155 shares; 2025Q4: 150,943 shares 150,943 $7.43M 0.11% +6,788 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: 34,614 shares; 2024Q4: 66,989 shares; 2025Q1: 75,853 shares; 2025Q2: 47,367 shares; 2025Q3: 49,378 shares; 2025Q4: 52,297 shares 52,297 $7.29M 0.1% +2,919 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: 31,636 shares; 2024Q4: 54,460 shares; 2025Q1: 57,513 shares; 2025Q2: 50,948 shares; 2025Q3: 48,600 shares; 2025Q4: 39,556 shares 39,556 $7.29M 0.1% -9,044 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,798 shares; 2024Q4: 21,523 shares; 2025Q1: 198,883 shares; 2025Q2: 298,935 shares; 2025Q3: 182,537 shares; 2025Q4: 145,909 shares 145,909 $7.24M 0.1% -36,628 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,374 shares; 2024Q4: 314,352 shares; 2025Q1: 318,007 shares; 2025Q2: 399,351 shares; 2025Q3: 371,032 shares; 2025Q4: 436,723 shares 436,723 $7.2M 0.1% +65,691 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,807 shares; 2024Q4: 90,363 shares; 2025Q1: 165,600 shares; 2025Q2: 172,867 shares; 2025Q3: 178,190 shares; 2025Q4: 193,676 shares 193,676 $7.17M 0.1% +15,486 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: 10,558 shares; 2024Q4: 15,960 shares; 2025Q1: 15,994 shares; 2025Q2: 18,019 shares; 2025Q3: 18,348 shares; 2025Q4: 19,028 shares 19,028 $7.11M 0.1% +680 Timeline MSB MESABI TR More: the full row for MESABI 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: 40,188 shares; 2025Q2: 181,347 shares; 2025Q3: 181,396 shares; 2025Q4: 181,525 shares 181,525 $6.99M 0.1% +129 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: 28,592 shares; 2024Q4: 40,396 shares; 2025Q1: 33,319 shares; 2025Q2: 32,645 shares; 2025Q3: 87,816 shares; 2025Q4: 85,605 shares 85,605 $6.9M 0.1% -2,211 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: 76,644 shares; 2024Q4: 72,954 shares; 2025Q1: 75,105 shares; 2025Q2: 76,032 shares; 2025Q3: 79,432 shares; 2025Q4: 71,852 shares 71,852 $6.9M 0.1% -7,580 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: 202,972 shares; 2024Q4: 112,956 shares; 2025Q1: 119,664 shares; 2025Q2: 115,822 shares; 2025Q3: 107,148 shares; 2025Q4: 186,349 shares 186,349 $6.88M 0.1% +79,201 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: 26,403 shares; 2024Q4: 16,662 shares; 2025Q1: 24,650 shares; 2025Q2: 28,264 shares; 2025Q3: 28,260 shares; 2025Q4: 31,662 shares 31,662 $6.87M 0.1% +3,402 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: 150,089 shares; 2024Q4: 152,897 shares; 2025Q1: 155,915 shares; 2025Q2: 158,759 shares; 2025Q3: 155,136 shares; 2025Q4: 155,303 shares 155,303 $6.82M 0.1% +167 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: 67,458 shares; 2024Q4: 64,524 shares; 2025Q1: 63,299 shares; 2025Q2: 65,828 shares; 2025Q3: 82,430 shares; 2025Q4: 86,283 shares 86,283 $6.82M 0.1% +3,853 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,495 shares; 2024Q4: 17,940 shares; 2025Q1: 27,815 shares; 2025Q2: 29,202 shares; 2025Q3: 31,895 shares; 2025Q4: 34,978 shares 34,978 $6.8M 0.1% +3,083 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 8,732 shares; 2025Q1: 9,038 shares; 2025Q2: 8,690 shares; 2025Q3: 8,635 shares; 2025Q4: 8,368 shares 8,368 $6.77M 0.1% -267 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239,378 shares; 2025Q1: 234,675 shares; 2025Q2: 234,070 shares; 2025Q3: 233,185 shares; 2025Q4: 272,442 shares 272,442 $6.75M 0.1% +39,257 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: 47,566 shares; 2024Q4: 60,243 shares; 2025Q1: 43,593 shares; 2025Q2: 42,071 shares; 2025Q3: 42,968 shares; 2025Q4: 43,430 shares 43,430 $6.69M 0.09% +462 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: 328,303 shares; 2024Q4: 339,805 shares; 2025Q1: 359,212 shares; 2025Q2: 350,010 shares; 2025Q3: 311,872 shares; 2025Q4: 268,796 shares 268,796 $6.69M 0.09% -43,076 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: 46,756 shares; 2024Q4: 42,712 shares; 2025Q1: 47,736 shares; 2025Q2: 48,821 shares; 2025Q3: 44,246 shares; 2025Q4: 33,358 shares 33,358 $6.63M 0.09% -10,888 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,749 shares; 2024Q4: 275,660 shares; 2025Q1: 273,206 shares; 2025Q2: 250,307 shares; 2025Q3: 241,504 shares; 2025Q4: 205,033 shares 205,033 $6.57M 0.09% -36,471 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: 30,696 shares; 2024Q4: 30,820 shares; 2025Q1: 30,194 shares; 2025Q2: 30,170 shares; 2025Q3: 31,800 shares; 2025Q4: 36,997 shares 36,997 $6.57M 0.09% +5,197 Timeline FSMD 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: 17,881 shares; 2024Q4: not reported; 2025Q1: 65,250 shares; 2025Q2: 138,702 shares; 2025Q3: 142,319 shares; 2025Q4: 148,641 shares 148,641 $6.56M 0.09% +6,322 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 16,073 shares; 2025Q1: 16,141 shares; 2025Q2: 18,083 shares; 2025Q3: 18,775 shares; 2025Q4: 19,635 shares 19,635 $6.36M 0.09% +860 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: 16,492 shares; 2024Q4: 28,314 shares; 2025Q1: 182,542 shares; 2025Q2: 232,102 shares; 2025Q3: 245,514 shares; 2025Q4: 264,454 shares 264,454 $6.36M 0.09% +18,940 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: 9,155 shares; 2024Q4: 8,903 shares; 2025Q1: 8,107 shares; 2025Q2: 12,755 shares; 2025Q3: 10,417 shares; 2025Q4: 10,945 shares 10,945 $6.34M 0.09% +528 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: 46,449 shares; 2024Q4: 74,610 shares; 2025Q1: 81,254 shares; 2025Q2: 76,964 shares; 2025Q3: 79,652 shares; 2025Q4: 81,013 shares 81,013 $6.29M 0.09% +1,361 Timeline IWR 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: 30,876 shares; 2024Q4: 29,841 shares; 2025Q1: 28,682 shares; 2025Q2: 29,125 shares; 2025Q3: 63,203 shares; 2025Q4: 64,979 shares 64,979 $6.26M 0.09% +1,776 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,562 shares; 2024Q4: 65,809 shares; 2025Q1: 56,089 shares; 2025Q2: 45,448 shares; 2025Q3: 43,722 shares; 2025Q4: 38,551 shares 38,551 $6.25M 0.09% -5,171 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: 11,344 shares; 2024Q4: 10,981 shares; 2025Q1: 11,458 shares; 2025Q2: 27,708 shares; 2025Q3: 23,862 shares; 2025Q4: 25,607 shares 25,607 $6.21M 0.09% +1,745 Timeline VSGX 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: 84,020 shares; 2024Q4: 89,956 shares; 2025Q1: 84,143 shares; 2025Q2: 80,170 shares; 2025Q3: 81,218 shares; 2025Q4: 86,567 shares 86,567 $6.2M 0.09% +5,349 Timeline SPDW 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: 30,716 shares; 2024Q4: 19,811 shares; 2025Q1: 39,661 shares; 2025Q2: 47,220 shares; 2025Q3: 46,293 shares; 2025Q4: 139,549 shares 139,549 $6.2M 0.09% +93,256 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,827 shares; 2024Q4: 12,265 shares; 2025Q1: 15,399 shares; 2025Q2: 16,420 shares; 2025Q3: 16,445 shares; 2025Q4: 17,474 shares 17,474 $6.17M 0.09% +1,029 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 13,497 shares; 2025Q1: 9,698 shares; 2025Q2: 11,279 shares; 2025Q3: 11,423 shares; 2025Q4: 11,737 shares 11,737 $6.13M 0.09% +314 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,838 shares; 2024Q4: 36,444 shares; 2025Q1: 27,277 shares; 2025Q2: 26,574 shares; 2025Q3: 26,596 shares; 2025Q4: 51,185 shares 51,185 $6.11M 0.09% +24,589 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,419 shares; 2024Q4: 132,767 shares; 2025Q1: 103,377 shares; 2025Q2: 126,879 shares; 2025Q3: 124,795 shares; 2025Q4: 133,799 shares 133,799 $6.09M 0.09% +9,004 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,318 shares; 2024Q4: 29,345 shares; 2025Q1: 27,940 shares; 2025Q2: 34,429 shares; 2025Q3: 35,712 shares; 2025Q4: 34,656 shares 34,656 $6.08M 0.09% -1,056 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,624 shares; 2024Q4: 50,970 shares; 2025Q1: 50,230 shares; 2025Q2: 48,202 shares; 2025Q3: 49,727 shares; 2025Q4: 47,060 shares 47,060 $6.08M 0.09% -2,667 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: 34,922 shares; 2024Q4: 24,623 shares; 2025Q1: 22,507 shares; 2025Q2: 25,040 shares; 2025Q3: 142,087 shares; 2025Q4: 146,068 shares 146,068 $6.03M 0.09% +3,981 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,362 shares; 2024Q4: 23,953 shares; 2025Q1: 24,701 shares; 2025Q2: 20,117 shares; 2025Q3: 20,069 shares; 2025Q4: 17,849 shares 17,849 $6.01M 0.09% -2,220 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,209 shares; 2024Q4: 94,060 shares; 2025Q1: 80,808 shares; 2025Q2: 81,489 shares; 2025Q3: 80,477 shares; 2025Q4: 80,811 shares 80,811 $5.99M 0.08% +334 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: 20,156 shares; 2024Q4: 24,374 shares; 2025Q1: 19,564 shares; 2025Q2: 18,314 shares; 2025Q3: 18,091 shares; 2025Q4: 19,040 shares 19,040 $5.94M 0.08% +949 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,621 shares; 2024Q4: 28,422 shares; 2025Q1: 18,966 shares; 2025Q2: 18,943 shares; 2025Q3: 18,960 shares; 2025Q4: 19,407 shares 19,407 $5.86M 0.08% +447 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,491 shares; 2024Q4: 26,215 shares; 2025Q1: 31,889 shares; 2025Q2: 40,090 shares; 2025Q3: 37,427 shares; 2025Q4: 42,419 shares 42,419 $5.79M 0.08% +4,992 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: 55,199 shares; 2024Q4: 66,008 shares; 2025Q1: 52,751 shares; 2025Q2: 53,634 shares; 2025Q3: 52,714 shares; 2025Q4: 49,308 shares 49,308 $5.78M 0.08% -3,406 Timeline EDV 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: 66,806 shares; 2024Q4: 44,196 shares; 2025Q1: 47,975 shares; 2025Q2: 64,868 shares; 2025Q3: 70,981 shares; 2025Q4: 88,226 shares 88,226 $5.74M 0.08% +17,245 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 7,984 shares; 2025Q3: 7,984 shares; 2025Q4: 203,648 shares 203,648 $5.73M 0.08% +195,664 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,305 shares; 2024Q4: 72,977 shares; 2025Q1: 75,300 shares; 2025Q2: 111,669 shares; 2025Q3: 113,780 shares; 2025Q4: 149,082 shares 149,082 $5.72M 0.08% +35,302 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,224 shares; 2025Q1: 12,354 shares; 2025Q2: 13,852 shares; 2025Q3: 13,922 shares; 2025Q4: 13,316 shares 13,316 $5.68M 0.08% -606 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,091 shares; 2024Q4: 471,765 shares; 2025Q1: 140,021 shares; 2025Q2: 121,075 shares; 2025Q3: 124,455 shares; 2025Q4: 128,955 shares 128,955 $5.63M 0.08% +4,500 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,177 shares; 2024Q4: 16,720 shares; 2025Q1: 17,027 shares; 2025Q2: 13,469 shares; 2025Q3: 15,782 shares; 2025Q4: 16,495 shares 16,495 $5.61M 0.08% +713 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,705 shares; 2024Q4: 53,396 shares; 2025Q1: 59,633 shares; 2025Q2: 92,696 shares; 2025Q3: 100,341 shares; 2025Q4: 112,155 shares 112,155 $5.61M 0.08% +11,814 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,049 shares; 2024Q4: 21,766 shares; 2025Q1: 56,398 shares; 2025Q2: 60,353 shares; 2025Q3: 61,414 shares; 2025Q4: 62,632 shares 62,632 $5.6M 0.08% +1,218 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,308 shares; 2024Q4: 269,585 shares; 2025Q1: 184,914 shares; 2025Q2: 121,134 shares; 2025Q3: 130,820 shares; 2025Q4: 158,317 shares 158,317 $5.59M 0.08% +27,497 Timeline BILS 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: 26,153 shares; 2025Q3: 47,134 shares; 2025Q4: 56,025 shares 56,025 $5.56M 0.08% +8,891 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,561 shares; 2024Q4: 51,879 shares; 2025Q1: 54,484 shares; 2025Q2: 56,950 shares; 2025Q3: 59,467 shares; 2025Q4: 47,520 shares 47,520 $5.55M 0.08% -11,947 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: 6,564 shares; 2024Q4: 7,073 shares; 2025Q1: 21,120 shares; 2025Q2: 32,239 shares; 2025Q3: 54,064 shares; 2025Q4: 53,933 shares 53,933 $5.52M 0.08% -131 Timeline EQWL 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: 8,264 shares; 2024Q4: 87,483 shares; 2025Q1: 88,895 shares; 2025Q2: 31,289 shares; 2025Q3: 33,456 shares; 2025Q4: 46,668 shares 46,668 $5.51M 0.08% +13,212 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,688 shares; 2024Q4: 60,453 shares; 2025Q1: 62,256 shares; 2025Q2: 65,303 shares; 2025Q3: 68,554 shares; 2025Q4: 47,120 shares 47,120 $5.5M 0.08% -21,434 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,659 shares; 2024Q4: 121,603 shares; 2025Q1: 125,571 shares; 2025Q2: 111,080 shares; 2025Q3: 109,117 shares; 2025Q4: 109,263 shares 109,263 $5.5M 0.08% +146 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: 12,787 shares; 2025Q1: 18,030 shares; 2025Q2: 27,221 shares; 2025Q3: 38,430 shares; 2025Q4: 26,454 shares 26,454 $5.42M 0.08% -11,976 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: 71,186 shares; 2024Q4: 54,369 shares; 2025Q1: 59,960 shares; 2025Q2: 80,762 shares; 2025Q3: 80,304 shares; 2025Q4: 47,555 shares 47,555 $5.41M 0.08% -32,749 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,764 shares; 2024Q4: 44,057 shares; 2025Q1: 41,658 shares; 2025Q2: 45,917 shares; 2025Q3: 50,680 shares; 2025Q4: 47,910 shares 47,910 $5.41M 0.08% -2,770 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 8,064 shares; 2025Q1: 7,561 shares; 2025Q2: 7,597 shares; 2025Q3: 7,926 shares; 2025Q4: 37,827 shares 37,827 $5.35M 0.08% +29,901 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,805 shares; 2024Q4: 33,731 shares; 2025Q1: 32,286 shares; 2025Q2: 33,020 shares; 2025Q3: 31,537 shares; 2025Q4: 32,799 shares 32,799 $5.34M 0.08% +1,262 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: 22,698 shares; 2024Q4: 22,623 shares; 2025Q1: 21,194 shares; 2025Q2: 22,970 shares; 2025Q3: 23,203 shares; 2025Q4: 23,040 shares 23,040 $5.33M 0.08% -163 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,849 shares; 2024Q4: 142,058 shares; 2025Q1: 148,529 shares; 2025Q2: 159,884 shares; 2025Q3: 158,011 shares; 2025Q4: 112,727 shares 112,727 $5.3M 0.08% -45,284 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,112 shares; 2024Q4: 152,699 shares; 2025Q1: 156,362 shares; 2025Q2: 124,061 shares; 2025Q3: 139,568 shares; 2025Q4: 135,321 shares 135,321 $5.3M 0.07% -4,247 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,633 shares; 2024Q4: 56,854 shares; 2025Q1: 72,467 shares; 2025Q2: 68,287 shares; 2025Q3: 73,673 shares; 2025Q4: 76,407 shares 76,407 $5.22M 0.07% +2,734 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,203 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 40,125 shares 40,125 $5.21M 0.07% +37,907 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: 20,131 shares; 2024Q4: 22,450 shares; 2025Q1: 19,516 shares; 2025Q2: 18,848 shares; 2025Q3: 19,115 shares; 2025Q4: 20,136 shares 20,136 $5.19M 0.07% +1,021 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: 118,241 shares; 2024Q4: 165,770 shares; 2025Q1: 170,592 shares; 2025Q2: 110,891 shares; 2025Q3: 110,876 shares; 2025Q4: 112,812 shares 112,812 $5.19M 0.07% +1,936 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,058 shares; 2024Q4: 187,422 shares; 2025Q1: 159,109 shares; 2025Q2: 174,066 shares; 2025Q3: 180,679 shares; 2025Q4: 181,903 shares 181,903 $5.14M 0.07% +1,224 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: 17,838 shares; 2024Q4: 23,339 shares; 2025Q1: 17,952 shares; 2025Q2: 18,934 shares; 2025Q3: 20,309 shares; 2025Q4: 22,533 shares 22,533 $5.13M 0.07% +2,224 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,076 shares; 2024Q4: 34,781 shares; 2025Q1: 37,610 shares; 2025Q2: 45,237 shares; 2025Q3: 48,651 shares; 2025Q4: 48,850 shares 48,850 $5.13M 0.07% +199 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,160 shares; 2024Q4: 37,623 shares; 2025Q1: 42,907 shares; 2025Q2: 52,483 shares; 2025Q3: 43,824 shares; 2025Q4: 42,712 shares 42,712 $5.1M 0.07% -1,112 Timeline SPEM 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: 25,793 shares; 2024Q4: 21,552 shares; 2025Q1: 23,787 shares; 2025Q2: 23,904 shares; 2025Q3: 22,905 shares; 2025Q4: 108,890 shares 108,890 $5.1M 0.07% +85,985 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,543 shares; 2025Q3: 44,757 shares; 2025Q4: 46,880 shares 46,880 $5.08M 0.07% +2,123 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,321 shares; 2025Q1: 69,090 shares; 2025Q2: 68,119 shares; 2025Q3: 70,747 shares; 2025Q4: 128,835 shares 128,835 $5.06M 0.07% +58,088 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,991 shares; 2024Q4: 45,268 shares; 2025Q1: 46,417 shares; 2025Q2: 55,545 shares; 2025Q3: 54,482 shares; 2025Q4: 56,776 shares 56,776 $5.02M 0.07% +2,294 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: 3,538 shares; 2024Q4: 9,031 shares; 2025Q1: 12,494 shares; 2025Q2: 12,233 shares; 2025Q3: 12,232 shares; 2025Q4: 12,081 shares 12,081 $4.99M 0.07% -151 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,715 shares; 2024Q4: 59,149 shares; 2025Q1: 124,129 shares; 2025Q2: 129,390 shares; 2025Q3: 126,719 shares; 2025Q4: 130,036 shares 130,036 $4.97M 0.07% +3,317 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,246 shares; 2024Q4: 61,979 shares; 2025Q1: 56,223 shares; 2025Q2: 43,597 shares; 2025Q3: 43,098 shares; 2025Q4: 42,197 shares 42,197 $4.97M 0.07% -901 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,843 shares; 2025Q1: 5,445 shares; 2025Q2: 5,312 shares; 2025Q3: 15,516 shares; 2025Q4: 21,580 shares 21,580 $4.96M 0.07% +6,064 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,164 shares; 2024Q4: 44,663 shares; 2025Q1: 43,290 shares; 2025Q2: 45,601 shares; 2025Q3: 44,069 shares; 2025Q4: 43,511 shares 43,511 $4.95M 0.07% -558 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,845 shares; 2025Q1: 3,988 shares; 2025Q2: 3,541 shares; 2025Q3: 5,867 shares; 2025Q4: 11,784 shares 11,784 $4.95M 0.07% +5,917 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: 12,936 shares; 2024Q4: 15,842 shares; 2025Q1: 18,618 shares; 2025Q2: 20,538 shares; 2025Q3: 20,059 shares; 2025Q4: 36,046 shares 36,046 $4.94M 0.07% +15,987 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,416 shares; 2024Q4: 39,221 shares; 2025Q1: 41,136 shares; 2025Q2: 44,343 shares; 2025Q3: 43,651 shares; 2025Q4: 34,068 shares 34,068 $4.93M 0.07% -9,583 Timeline POCT 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: 102,260 shares; 2025Q1: 100,529 shares; 2025Q2: 99,871 shares; 2025Q3: 99,362 shares; 2025Q4: 111,554 shares 111,554 $4.9M 0.07% +12,192 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: 3,687 shares; 2025Q1: 3,826 shares; 2025Q2: 4,513 shares; 2025Q3: 4,501 shares; 2025Q4: 4,576 shares 4,576 $4.9M 0.07% +75 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: 55,649 shares; 2024Q4: 78,321 shares; 2025Q1: 75,261 shares; 2025Q2: 78,022 shares; 2025Q3: 60,825 shares; 2025Q4: 61,392 shares 61,392 $4.88M 0.07% +567 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: 36,231 shares; 2024Q4: 34,700 shares; 2025Q1: 48,842 shares; 2025Q2: 50,106 shares; 2025Q3: 53,811 shares; 2025Q4: 49,131 shares 49,131 $4.87M 0.07% -4,680 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,887 shares; 2024Q4: 86,110 shares; 2025Q1: 80,926 shares; 2025Q2: 122,719 shares; 2025Q3: 121,363 shares; 2025Q4: 143,357 shares 143,357 $4.85M 0.07% +21,994 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,462 shares; 2024Q4: 33,060 shares; 2025Q1: 33,949 shares; 2025Q2: 36,568 shares; 2025Q3: 36,374 shares; 2025Q4: 43,907 shares 43,907 $4.84M 0.07% +7,533 Timeline IYZ 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: 119,579 shares; 2024Q4: 123,023 shares; 2025Q1: 128,310 shares; 2025Q2: 140,407 shares; 2025Q3: 137,210 shares; 2025Q4: 141,791 shares 141,791 $4.81M 0.07% +4,581 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,394 shares; 2024Q4: 20,584 shares; 2025Q1: 20,678 shares; 2025Q2: 24,042 shares; 2025Q3: 32,226 shares; 2025Q4: 47,618 shares 47,618 $4.8M 0.07% +15,392 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,404 shares; 2024Q4: 21,023 shares; 2025Q1: 23,713 shares; 2025Q2: 22,836 shares; 2025Q3: 30,476 shares; 2025Q4: 47,628 shares 47,628 $4.8M 0.07% +17,152 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 13,731 shares; 2025Q1: 18,481 shares; 2025Q2: 104,518 shares; 2025Q3: 100,856 shares; 2025Q4: 95,269 shares 95,269 $4.79M 0.07% -5,587 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: 70,224 shares; 2024Q4: 70,224 shares; 2025Q1: 68,839 shares; 2025Q2: 68,769 shares; 2025Q3: 66,194 shares; 2025Q4: 64,280 shares 64,280 $4.77M 0.07% -1,914 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: 9,588 shares; 2024Q4: 10,292 shares; 2025Q1: 16,359 shares; 2025Q2: 53,635 shares; 2025Q3: 54,870 shares; 2025Q4: 57,817 shares 57,817 $4.76M 0.07% +2,947 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,844 shares; 2024Q4: 49,456 shares; 2025Q1: 48,161 shares; 2025Q2: 47,607 shares; 2025Q3: 47,589 shares; 2025Q4: 45,090 shares 45,090 $4.76M 0.07% -2,499 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: 12,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,128 shares; 2025Q3: 18,476 shares; 2025Q4: 27,541 shares 27,541 $4.74M 0.07% +9,065 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239,637 shares; 2025Q1: 281,847 shares; 2025Q2: not reported; 2025Q3: 15,039 shares; 2025Q4: 329,604 shares 329,604 $4.74M 0.07% +314,565 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,490 shares; 2024Q4: 39,164 shares; 2025Q1: 41,844 shares; 2025Q2: 49,446 shares; 2025Q3: 49,789 shares; 2025Q4: 50,252 shares 50,252 $4.73M 0.07% +463 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,616 shares; 2024Q4: 39,223 shares; 2025Q1: 41,463 shares; 2025Q2: 45,643 shares; 2025Q3: 47,942 shares; 2025Q4: 51,734 shares 51,734 $4.73M 0.07% +3,792 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,768 shares; 2024Q4: 135,896 shares; 2025Q1: 139,775 shares; 2025Q2: 151,691 shares; 2025Q3: 149,113 shares; 2025Q4: 134,298 shares 134,298 $4.73M 0.07% -14,815 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,674 shares; 2024Q4: 54,995 shares; 2025Q1: 56,262 shares; 2025Q2: 65,505 shares; 2025Q3: 66,580 shares; 2025Q4: 56,051 shares 56,051 $4.72M 0.07% -10,529 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,096 shares; 2024Q4: 46,399 shares; 2025Q1: 47,923 shares; 2025Q2: 207,660 shares; 2025Q3: 380,119 shares; 2025Q4: 439,567 shares 439,567 $4.71M 0.07% +59,448 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: 52,601 shares; 2024Q4: 81,448 shares; 2025Q1: 75,101 shares; 2025Q2: 68,602 shares; 2025Q3: 69,577 shares; 2025Q4: 70,145 shares 70,145 $4.71M 0.07% +568 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,041 shares; 2024Q4: 95,404 shares; 2025Q1: 102,157 shares; 2025Q2: 98,994 shares; 2025Q3: 99,752 shares; 2025Q4: 103,719 shares 103,719 $4.7M 0.07% +3,967 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,061 shares; 2024Q4: 51,315 shares; 2025Q1: 38,197 shares; 2025Q2: 35,407 shares; 2025Q3: 44,690 shares; 2025Q4: 161,844 shares 161,844 $4.66M 0.07% +117,154 Timeline VWOB 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: 36,040 shares; 2025Q3: 48,733 shares; 2025Q4: 68,978 shares 68,978 $4.65M 0.07% +20,245 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 109,085 shares 109,085 $4.64M 0.07% +107,835 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: 87,616 shares; 2024Q4: 101,250 shares; 2025Q1: 120,660 shares; 2025Q2: 108,220 shares; 2025Q3: 105,324 shares; 2025Q4: 85,976 shares 85,976 $4.64M 0.07% -19,348 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,403 shares; 2024Q4: 114,859 shares; 2025Q1: 111,544 shares; 2025Q2: 108,814 shares; 2025Q3: 106,422 shares; 2025Q4: 106,780 shares 106,780 $4.64M 0.07% +358 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: 26,047 shares; 2024Q4: 27,790 shares; 2025Q1: 30,141 shares; 2025Q2: 41,020 shares; 2025Q3: 59,585 shares; 2025Q4: 62,989 shares 62,989 $4.63M 0.07% +3,404 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 3,623 shares; 2025Q1: 2,488 shares; 2025Q2: 4,392 shares; 2025Q3: 4,204 shares; 2025Q4: 4,307 shares 4,307 $4.61M 0.07% +103 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: 24,676 shares; 2024Q4: 25,282 shares; 2025Q1: 21,955 shares; 2025Q2: 22,650 shares; 2025Q3: 24,211 shares; 2025Q4: 24,805 shares 24,805 $4.59M 0.06% +594 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,275 shares; 2024Q4: 95,741 shares; 2025Q1: 96,564 shares; 2025Q2: 85,806 shares; 2025Q3: 79,319 shares; 2025Q4: 76,322 shares 76,322 $4.59M 0.06% -2,997 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,799 shares; 2024Q4: 478,007 shares; 2025Q1: 147,744 shares; 2025Q2: 108,403 shares; 2025Q3: 129,263 shares; 2025Q4: 113,828 shares 113,828 $4.58M 0.06% -15,435 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: 7,991 shares; 2024Q4: 8,599 shares; 2025Q1: 8,805 shares; 2025Q2: 10,062 shares; 2025Q3: 8,946 shares; 2025Q4: 9,299 shares 9,299 $4.56M 0.06% +353 Timeline SPYG 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: 130,645 shares; 2024Q4: 67,493 shares; 2025Q1: 72,512 shares; 2025Q2: 7,228 shares; 2025Q3: 6,483 shares; 2025Q4: 42,651 shares 42,651 $4.55M 0.06% +36,168 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: 67,356 shares; 2024Q4: 57,121 shares; 2025Q1: 60,677 shares; 2025Q2: 69,823 shares; 2025Q3: 89,675 shares; 2025Q4: 58,976 shares 58,976 $4.54M 0.06% -30,699 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,174 shares; 2024Q4: 58,974 shares; 2025Q1: 57,507 shares; 2025Q2: 55,935 shares; 2025Q3: 64,784 shares; 2025Q4: 83,764 shares 83,764 $4.51M 0.06% +18,980 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,818 shares; 2024Q4: 18,886 shares; 2025Q1: 22,759 shares; 2025Q2: 30,834 shares; 2025Q3: 38,986 shares; 2025Q4: 38,358 shares 38,358 $4.51M 0.06% -628 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 6,828 shares; 2025Q1: 16,733 shares; 2025Q2: 32,080 shares; 2025Q3: 27,385 shares; 2025Q4: 28,059 shares 28,059 $4.47M 0.06% +674 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 2,580 shares; 2025Q1: 5,488 shares; 2025Q2: 11,054 shares; 2025Q3: 37,770 shares; 2025Q4: 20,288 shares 20,288 $4.45M 0.06% -17,482 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,404 shares; 2024Q4: 112,904 shares; 2025Q1: 144,537 shares; 2025Q2: 139,374 shares; 2025Q3: 169,647 shares; 2025Q4: 161,847 shares 161,847 $4.45M 0.06% -7,800 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: 26,438 shares; 2024Q4: 40,171 shares; 2025Q1: 20,984 shares; 2025Q2: 22,146 shares; 2025Q3: 41,136 shares; 2025Q4: 40,898 shares 40,898 $4.44M 0.06% -238 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,051 shares; 2024Q4: 34,879 shares; 2025Q1: 31,355 shares; 2025Q2: 32,102 shares; 2025Q3: 31,852 shares; 2025Q4: 31,893 shares 31,893 $4.4M 0.06% +41 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,440 shares; 2025Q2: 59,475 shares; 2025Q3: 52,460 shares; 2025Q4: 52,502 shares 52,502 $4.39M 0.06% +42 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: 22,854 shares; 2024Q4: 18,781 shares; 2025Q1: 18,782 shares; 2025Q2: 17,582 shares; 2025Q3: 15,330 shares; 2025Q4: 13,780 shares 13,780 $4.39M 0.06% -1,550 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,445 shares; 2024Q4: 22,439 shares; 2025Q1: 23,117 shares; 2025Q2: 24,814 shares; 2025Q3: 25,322 shares; 2025Q4: 23,985 shares 23,985 $4.36M 0.06% -1,337 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,482 shares; 2025Q1: 66,297 shares; 2025Q2: 61,633 shares; 2025Q3: 61,197 shares; 2025Q4: 60,029 shares 60,029 $4.36M 0.06% -1,168 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 45,012 shares; 2025Q1: 53,776 shares; 2025Q2: 64,928 shares; 2025Q3: 67,567 shares; 2025Q4: 77,455 shares 77,455 $4.36M 0.06% +9,888 Timeline JPIE 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: 29,753 shares; 2024Q4: 91,397 shares; 2025Q1: 85,234 shares; 2025Q2: 86,482 shares; 2025Q3: 87,863 shares; 2025Q4: 93,940 shares 93,940 $4.35M 0.06% +6,077 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,935 shares; 2025Q2: 86,030 shares; 2025Q3: 87,339 shares; 2025Q4: 88,681 shares 88,681 $4.34M 0.06% +1,342 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,486 shares; 2024Q4: 17,579 shares; 2025Q1: 17,699 shares; 2025Q2: 18,108 shares; 2025Q3: 18,106 shares; 2025Q4: 17,608 shares 17,608 $4.34M 0.06% -498 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 29,734 shares; 2025Q1: 72,050 shares; 2025Q2: 84,994 shares; 2025Q3: 109,377 shares; 2025Q4: 56,886 shares 56,886 $4.34M 0.06% -52,491 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: 80,604 shares; 2024Q4: 77,584 shares; 2025Q1: 82,716 shares; 2025Q2: 105,310 shares; 2025Q3: 72,797 shares; 2025Q4: 86,092 shares 86,092 $4.33M 0.06% +13,295 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: 83,077 shares; 2024Q4: 89,834 shares; 2025Q1: 95,026 shares; 2025Q2: 103,553 shares; 2025Q3: 82,835 shares; 2025Q4: 84,832 shares 84,832 $4.31M 0.06% +1,997 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 91,936 shares; 2025Q1: 91,873 shares; 2025Q2: 84,860 shares; 2025Q3: 85,162 shares; 2025Q4: 85,995 shares 85,995 $4.3M 0.06% +833 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,925 shares; 2024Q4: 44,385 shares; 2025Q1: 43,487 shares; 2025Q2: 48,271 shares; 2025Q3: 43,658 shares; 2025Q4: 43,505 shares 43,505 $4.3M 0.06% -153 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,809 shares; 2024Q4: 93,719 shares; 2025Q1: 97,851 shares; 2025Q2: 106,596 shares; 2025Q3: 116,213 shares; 2025Q4: 31,427 shares 31,427 $4.28M 0.06% -84,786 Timeline FENI 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: not reported; 2025Q2: 75,923 shares; 2025Q3: 78,961 shares; 2025Q4: 116,948 shares 116,948 $4.28M 0.06% +37,987 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: 18,439 shares; 2024Q4: 19,190 shares; 2025Q1: 20,938 shares; 2025Q2: 21,921 shares; 2025Q3: 23,105 shares; 2025Q4: 75,074 shares 75,074 $4.26M 0.06% +51,969 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,840 shares; 2024Q4: 42,498 shares; 2025Q1: 21,044 shares; 2025Q2: 22,528 shares; 2025Q3: 24,184 shares; 2025Q4: 23,987 shares 23,987 $4.25M 0.06% -197 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: 12,083 shares; 2024Q4: 11,820 shares; 2025Q1: 12,938 shares; 2025Q2: 14,038 shares; 2025Q3: 14,119 shares; 2025Q4: 14,656 shares 14,656 $4.25M 0.06% +537 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,876 shares; 2024Q4: 96,426 shares; 2025Q1: 85,543 shares; 2025Q2: 84,745 shares; 2025Q3: 83,525 shares; 2025Q4: 72,512 shares 72,512 $4.23M 0.06% -11,013 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: 68,554 shares; 2024Q4: 75,642 shares; 2025Q1: 75,349 shares; 2025Q2: 67,625 shares; 2025Q3: 68,614 shares; 2025Q4: 16,845 shares 16,845 $4.22M 0.06% -51,769 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: 37,766 shares; 2024Q4: 16,635 shares; 2025Q1: 34,764 shares; 2025Q2: 22,344 shares; 2025Q3: 33,663 shares; 2025Q4: 32,881 shares 32,881 $4.2M 0.06% -782 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,239 shares; 2024Q4: 31,462 shares; 2025Q1: 29,280 shares; 2025Q2: 34,894 shares; 2025Q3: 37,948 shares; 2025Q4: 38,291 shares 38,291 $4.19M 0.06% +343 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY 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: 57,584 shares; 2025Q2: 246,391 shares; 2025Q3: 246,420 shares; 2025Q4: 246,549 shares 246,549 $4.19M 0.06% +129 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: 59,675 shares; 2024Q4: 60,339 shares; 2025Q1: 40,998 shares; 2025Q2: 42,356 shares; 2025Q3: 39,651 shares; 2025Q4: 43,623 shares 43,623 $4.15M 0.06% +3,972 Timeline TLH 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: 17,088 shares; 2024Q4: 18,212 shares; 2025Q1: 26,125 shares; 2025Q2: 31,847 shares; 2025Q3: 35,661 shares; 2025Q4: 40,832 shares 40,832 $4.15M 0.06% +5,171 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: 14,182 shares; 2024Q4: 16,828 shares; 2025Q1: 18,750 shares; 2025Q2: 21,407 shares; 2025Q3: 28,304 shares; 2025Q4: 25,879 shares 25,879 $4.14M 0.06% -2,425 Timeline PSI 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: 51,482 shares; 2024Q4: 50,391 shares; 2025Q1: 51,629 shares; 2025Q2: 48,932 shares; 2025Q3: 48,626 shares; 2025Q4: 52,516 shares 52,516 $4.14M 0.06% +3,890 Timeline DBEF 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: 56,222 shares; 2024Q4: 72,342 shares; 2025Q1: 66,782 shares; 2025Q2: 69,323 shares; 2025Q3: 84,948 shares; 2025Q4: 86,034 shares 86,034 $4.14M 0.06% +1,086 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,744 shares; 2025Q4: 83,008 shares 83,008 $4.14M 0.06% +64,264 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: 3,447 shares; 2024Q4: 2,341 shares; 2025Q1: 2,486 shares; 2025Q2: 47,503 shares; 2025Q3: 43,502 shares; 2025Q4: 45,204 shares 45,204 $4.12M 0.06% +1,702 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: 18,510 shares; 2024Q4: 19,219 shares; 2025Q1: 20,738 shares; 2025Q2: 9,022 shares; 2025Q3: 8,723 shares; 2025Q4: 8,567 shares 8,567 $4.12M 0.06% -156 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: 17,572 shares; 2024Q4: 18,145 shares; 2025Q1: 17,966 shares; 2025Q2: 16,773 shares; 2025Q3: 16,693 shares; 2025Q4: 21,067 shares 21,067 $4.11M 0.06% +4,374 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 23,318 shares; 2025Q1: 29,956 shares; 2025Q2: 30,100 shares; 2025Q3: 30,667 shares; 2025Q4: 52,970 shares 52,970 $4.11M 0.06% +22,303 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,348 shares; 2024Q4: 54,042 shares; 2025Q1: 59,629 shares; 2025Q2: 71,370 shares; 2025Q3: 72,894 shares; 2025Q4: 84,549 shares 84,549 $4.09M 0.06% +11,655 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest 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: 99,196 shares; 2025Q4: 182,373 shares 182,373 $4.08M 0.06% +83,177 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 28,903 shares; 2025Q1: 28,476 shares; 2025Q2: 29,676 shares; 2025Q3: 30,000 shares; 2025Q4: 29,780 shares 29,780 $4.03M 0.06% -220 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,002 shares; 2024Q4: 59,902 shares; 2025Q1: 60,652 shares; 2025Q2: 59,668 shares; 2025Q3: 68,710 shares; 2025Q4: 57,241 shares 57,241 $4.01M 0.06% -11,469 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 1,754 shares; 2025Q1: 3,939 shares; 2025Q2: 6,372 shares; 2025Q3: 9,127 shares; 2025Q4: 12,585 shares 12,585 $4.01M 0.06% +3,458 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,894 shares; 2025Q1: 53,132 shares; 2025Q2: 106,939 shares; 2025Q3: 135,030 shares; 2025Q4: 153,633 shares 153,633 $4M 0.06% +18,603 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: 25,202 shares; 2024Q4: 25,073 shares; 2025Q1: 18,312 shares; 2025Q2: 15,851 shares; 2025Q3: 15,884 shares; 2025Q4: 13,750 shares 13,750 $3.97M 0.06% -2,134 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,611 shares; 2024Q4: 17,684 shares; 2025Q1: 17,694 shares; 2025Q2: 18,278 shares; 2025Q3: 18,086 shares; 2025Q4: 18,579 shares 18,579 $3.97M 0.06% +493 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: 57,703 shares; 2024Q4: 57,645 shares; 2025Q1: 70,840 shares; 2025Q2: 67,360 shares; 2025Q3: 67,633 shares; 2025Q4: 61,827 shares 61,827 $3.94M 0.06% -5,806 Timeline ISCV 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: 45,910 shares; 2025Q3: 52,124 shares; 2025Q4: 56,816 shares 56,816 $3.89M 0.06% +4,692 Timeline XJH 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: 57,100 shares; 2024Q4: 70,018 shares; 2025Q1: 86,786 shares; 2025Q2: 78,934 shares; 2025Q3: 81,365 shares; 2025Q4: 86,670 shares 86,670 $3.87M 0.05% +5,305 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: 6,754 shares; 2025Q1: 16,260 shares; 2025Q2: 25,111 shares; 2025Q3: 35,339 shares; 2025Q4: 34,205 shares 34,205 $3.87M 0.05% -1,134 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: 8,748 shares; 2024Q4: 7,809 shares; 2025Q1: 9,068 shares; 2025Q2: not reported; 2025Q3: 3,202 shares; 2025Q4: 78,581 shares 78,581 $3.87M 0.05% +75,379 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: 5,420 shares; 2024Q4: 5,617 shares; 2025Q1: 5,544 shares; 2025Q2: 6,089 shares; 2025Q3: 6,227 shares; 2025Q4: 6,394 shares 6,394 $3.86M 0.05% +167 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: 12,012 shares; 2024Q4: 12,499 shares; 2025Q1: 12,567 shares; 2025Q2: 12,633 shares; 2025Q3: 13,505 shares; 2025Q4: 13,288 shares 13,288 $3.84M 0.05% -217 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: 28,020 shares; 2024Q4: 28,398 shares; 2025Q1: 31,705 shares; 2025Q2: 29,222 shares; 2025Q3: 29,125 shares; 2025Q4: 28,838 shares 28,838 $3.83M 0.05% -287 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 7,501 shares; 2025Q1: 5,837 shares; 2025Q2: 6,265 shares; 2025Q3: 6,233 shares; 2025Q4: 6,237 shares 6,237 $3.82M 0.05% +4 Timeline FCLD 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: 148,503 shares; 2024Q4: 135,787 shares; 2025Q1: 133,904 shares; 2025Q2: 128,267 shares; 2025Q3: 130,699 shares; 2025Q4: 127,764 shares 127,764 $3.8M 0.05% -2,935 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,086 shares; 2024Q4: 37,628 shares; 2025Q1: 42,742 shares; 2025Q2: 46,859 shares; 2025Q3: 47,685 shares; 2025Q4: 47,281 shares 47,281 $3.8M 0.05% -404 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,571 shares; 2024Q4: 70,732 shares; 2025Q1: 81,480 shares; 2025Q2: 98,800 shares; 2025Q3: 105,808 shares; 2025Q4: 102,415 shares 102,415 $3.79M 0.05% -3,393 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,583 shares; 2024Q4: 76,212 shares; 2025Q1: 76,977 shares; 2025Q2: 79,166 shares; 2025Q3: 78,527 shares; 2025Q4: 74,142 shares 74,142 $3.77M 0.05% -4,385 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,750 shares; 2024Q4: 46,134 shares; 2025Q1: 31,284 shares; 2025Q2: 34,096 shares; 2025Q3: 37,385 shares; 2025Q4: 39,457 shares 39,457 $3.76M 0.05% +2,072 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: 11,176 shares; 2024Q4: 17,882 shares; 2025Q1: 27,151 shares; 2025Q2: 39,550 shares; 2025Q3: 42,146 shares; 2025Q4: 44,831 shares 44,831 $3.75M 0.05% +2,685 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,620 shares; 2024Q4: 34,708 shares; 2025Q1: 35,194 shares; 2025Q2: 36,907 shares; 2025Q3: 38,013 shares; 2025Q4: 39,820 shares 39,820 $3.74M 0.05% +1,807 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: 19,203 shares; 2024Q4: 23,585 shares; 2025Q1: 38,748 shares; 2025Q2: 28,777 shares; 2025Q3: 46,761 shares; 2025Q4: 29,308 shares 29,308 $3.69M 0.05% -17,453 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: 19,001 shares; 2024Q4: 21,108 shares; 2025Q1: 26,515 shares; 2025Q2: 20,598 shares; 2025Q3: 14,711 shares; 2025Q4: 16,066 shares 16,066 $3.68M 0.05% +1,355 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: 962 shares; 2024Q4: 758 shares; 2025Q1: 648 shares; 2025Q2: 677 shares; 2025Q3: 682 shares; 2025Q4: 687 shares 687 $3.68M 0.05% +5 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 146,541 shares 146,541 $3.66M 0.05% +145,966 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,446 shares; 2024Q4: 12,679 shares; 2025Q1: 10,440 shares; 2025Q2: 9,854 shares; 2025Q3: 9,960 shares; 2025Q4: 9,340 shares 9,340 $3.65M 0.05% -620 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,156 shares; 2024Q4: 23,007 shares; 2025Q1: 22,910 shares; 2025Q2: 20,197 shares; 2025Q3: 20,711 shares; 2025Q4: 21,535 shares 21,535 $3.65M 0.05% +824 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,043 shares; 2024Q4: 39,061 shares; 2025Q1: 41,358 shares; 2025Q2: 43,316 shares; 2025Q3: 43,343 shares; 2025Q4: 46,232 shares 46,232 $3.65M 0.05% +2,889 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,061 shares; 2024Q4: 16,788 shares; 2025Q1: 17,719 shares; 2025Q2: 23,844 shares; 2025Q3: 25,220 shares; 2025Q4: 16,077 shares 16,077 $3.62M 0.05% -9,143 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: 7,620 shares; 2025Q2: 26,260 shares; 2025Q3: 20,663 shares; 2025Q4: 23,786 shares 23,786 $3.61M 0.05% +3,123 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,230 shares; 2025Q1: 10,251 shares; 2025Q2: 12,081 shares; 2025Q3: 11,923 shares; 2025Q4: 12,204 shares 12,204 $3.58M 0.05% +281 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,231 shares; 2025Q3: 34,598 shares; 2025Q4: 51,276 shares 51,276 $3.58M 0.05% +16,678 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,195 shares; 2024Q4: 62,510 shares; 2025Q1: 62,038 shares; 2025Q2: 61,096 shares; 2025Q3: 78,409 shares; 2025Q4: 80,813 shares 80,813 $3.58M 0.05% +2,404 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: 15,423 shares; 2025Q1: 59,484 shares; 2025Q2: 62,029 shares; 2025Q3: 138,741 shares; 2025Q4: 98,685 shares 98,685 $3.58M 0.05% -40,056 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 14,413 shares; 2025Q1: 14,322 shares; 2025Q2: 14,539 shares; 2025Q3: 10,611 shares; 2025Q4: 10,375 shares 10,375 $3.58M 0.05% -236 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,685 shares; 2024Q4: 38,886 shares; 2025Q1: 39,543 shares; 2025Q2: 40,577 shares; 2025Q3: 39,889 shares; 2025Q4: 41,445 shares 41,445 $3.57M 0.05% +1,556 Timeline UOCT 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: 88,534 shares; 2025Q1: 86,884 shares; 2025Q2: 86,884 shares; 2025Q3: 86,884 shares; 2025Q4: 90,684 shares 90,684 $3.54M 0.05% +3,800 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 6,522 shares; 2025Q1: 6,791 shares; 2025Q2: 7,429 shares; 2025Q3: 7,577 shares; 2025Q4: 7,930 shares 7,930 $3.53M 0.05% +353 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,031 shares; 2024Q4: 55,001 shares; 2025Q1: 48,248 shares; 2025Q2: 49,818 shares; 2025Q3: 44,113 shares; 2025Q4: 44,376 shares 44,376 $3.52M 0.05% +263 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,489 shares; 2024Q4: 105,240 shares; 2025Q1: 135,324 shares; 2025Q2: 59,675 shares; 2025Q3: 57,949 shares; 2025Q4: 107,802 shares 107,802 $3.49M 0.05% +49,853 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,889 shares; 2024Q4: 13,060 shares; 2025Q1: 14,261 shares; 2025Q2: 14,362 shares; 2025Q3: 18,029 shares; 2025Q4: 18,696 shares 18,696 $3.44M 0.05% +667 Timeline VFH 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: 17,180 shares; 2024Q4: 17,960 shares; 2025Q1: 24,536 shares; 2025Q2: 25,795 shares; 2025Q3: 26,567 shares; 2025Q4: 25,704 shares 25,704 $3.43M 0.05% -863 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,291 shares; 2024Q4: 13,122 shares; 2025Q1: 13,762 shares; 2025Q2: 17,449 shares; 2025Q3: 19,086 shares; 2025Q4: 17,655 shares 17,655 $3.43M 0.05% -1,431 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,958 shares; 2024Q4: 14,815 shares; 2025Q1: 15,267 shares; 2025Q2: 14,610 shares; 2025Q3: 14,307 shares; 2025Q4: 12,259 shares 12,259 $3.42M 0.05% -2,048 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,568 shares 89,568 $3.41M 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 3,749 shares; 2025Q1: 4,196 shares; 2025Q2: 4,886 shares; 2025Q3: 4,704 shares; 2025Q4: 3,867 shares 3,867 $3.4M 0.05% -837 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: 32,597 shares; 2024Q4: 32,474 shares; 2025Q1: 25,541 shares; 2025Q2: 27,664 shares; 2025Q3: 28,958 shares; 2025Q4: 29,220 shares 29,220 $3.39M 0.05% +262 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: 12,645 shares; 2024Q4: 12,362 shares; 2025Q1: 12,589 shares; 2025Q2: 12,674 shares; 2025Q3: 12,759 shares; 2025Q4: 12,884 shares 12,884 $3.38M 0.05% +125 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 6,617 shares; 2025Q1: 6,732 shares; 2025Q2: 7,910 shares; 2025Q3: 7,605 shares; 2025Q4: 15,213 shares 15,213 $3.38M 0.05% +7,608 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,559 shares; 2025Q3: 33,027 shares; 2025Q4: 47,119 shares 47,119 $3.37M 0.05% +14,092 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: 2,129 shares; 2024Q4: 2,257 shares; 2025Q1: 2,328 shares; 2025Q2: 2,008 shares; 2025Q3: 2,016 shares; 2025Q4: 1,990 shares 1,990 $3.36M 0.05% -26 Timeline KRE 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: 24,809 shares; 2024Q4: 26,793 shares; 2025Q1: 25,578 shares; 2025Q2: 31,062 shares; 2025Q3: 34,382 shares; 2025Q4: 51,878 shares 51,878 $3.36M 0.05% +17,496 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,282 shares; 2024Q4: 20,672 shares; 2025Q1: 21,475 shares; 2025Q2: 24,125 shares; 2025Q3: 24,766 shares; 2025Q4: 25,752 shares 25,752 $3.36M 0.05% +986 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: 24,383 shares; 2024Q4: 28,088 shares; 2025Q1: 28,047 shares; 2025Q2: 39,011 shares; 2025Q3: 41,465 shares; 2025Q4: 40,950 shares 40,950 $3.36M 0.05% -515 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,217 shares; 2024Q4: 104,914 shares; 2025Q1: 107,375 shares; 2025Q2: 110,969 shares; 2025Q3: 112,191 shares; 2025Q4: 113,414 shares 113,414 $3.35M 0.05% +1,223 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,382 shares; 2024Q4: 20,088 shares; 2025Q1: 20,500 shares; 2025Q2: 25,626 shares; 2025Q3: 26,856 shares; 2025Q4: 42,757 shares 42,757 $3.33M 0.05% +15,901 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: 21,665 shares; 2024Q4: 20,981 shares; 2025Q1: 20,642 shares; 2025Q2: 21,793 shares; 2025Q3: 23,153 shares; 2025Q4: 23,856 shares 23,856 $3.32M 0.05% +703 Timeline GOVT 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: 26,196 shares; 2024Q4: 128,845 shares; 2025Q1: 150,264 shares; 2025Q2: 126,993 shares; 2025Q3: 103,079 shares; 2025Q4: 143,971 shares 143,971 $3.31M 0.05% +40,892 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: 4,829 shares; 2024Q4: 3,080 shares; 2025Q1: 2,411 shares; 2025Q2: 11,134 shares; 2025Q3: 8,209 shares; 2025Q4: 8,513 shares 8,513 $3.31M 0.05% +304 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,808 shares; 2024Q4: 41,022 shares; 2025Q1: 37,505 shares; 2025Q2: 35,377 shares; 2025Q3: 53,271 shares; 2025Q4: 60,412 shares 60,412 $3.31M 0.05% +7,141 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 127,335 shares 127,335 $3.29M 0.05% +125,927 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: 24,434 shares; 2024Q4: 36,032 shares; 2025Q1: 42,355 shares; 2025Q2: 65,097 shares; 2025Q3: 72,464 shares; 2025Q4: 70,530 shares 70,530 $3.28M 0.05% -1,934 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,126 shares; 2024Q4: 82,978 shares; 2025Q1: 46,975 shares; 2025Q2: 48,223 shares; 2025Q3: 65,599 shares; 2025Q4: 62,016 shares 62,016 $3.28M 0.05% -3,583 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,261 shares; 2024Q4: 31,593 shares; 2025Q1: 30,780 shares; 2025Q2: 29,646 shares; 2025Q3: 28,027 shares; 2025Q4: 29,154 shares 29,154 $3.27M 0.05% +1,127 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: 14,871 shares; 2024Q4: 13,215 shares; 2025Q1: 12,660 shares; 2025Q2: 14,519 shares; 2025Q3: 14,510 shares; 2025Q4: 14,580 shares 14,580 $3.25M 0.05% +70 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: 9,433 shares; 2024Q4: 22,932 shares; 2025Q1: 23,157 shares; 2025Q2: 33,168 shares; 2025Q3: 32,362 shares; 2025Q4: 36,029 shares 36,029 $3.24M 0.05% +3,667 Timeline ESGE 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: 60,955 shares; 2024Q4: 68,436 shares; 2025Q1: 69,309 shares; 2025Q2: 66,139 shares; 2025Q3: 67,741 shares; 2025Q4: 72,876 shares 72,876 $3.22M 0.05% +5,135 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,268 shares; 2025Q1: 13,516 shares; 2025Q2: 6,415 shares; 2025Q3: 7,006 shares; 2025Q4: 8,093 shares 8,093 $3.22M 0.05% +1,087 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: not reported; 2025Q2: 15,393 shares; 2025Q3: 52,563 shares; 2025Q4: 53,689 shares 53,689 $3.22M 0.05% +1,126 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,035 shares; 2024Q4: 6,380 shares; 2025Q1: 7,345 shares; 2025Q2: 17,037 shares; 2025Q3: 19,311 shares; 2025Q4: 14,187 shares 14,187 $3.21M 0.05% -5,124 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,173 shares; 2024Q4: 22,116 shares; 2025Q1: 36,867 shares; 2025Q2: 27,296 shares; 2025Q3: 27,574 shares; 2025Q4: 31,055 shares 31,055 $3.18M 0.04% +3,481 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 20,540 shares; 2025Q2: 72,672 shares; 2025Q3: 77,387 shares; 2025Q4: 82,038 shares 82,038 $3.16M 0.04% +4,651 Timeline IWY 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: 13,940 shares; 2024Q4: 12,144 shares; 2025Q1: 11,630 shares; 2025Q2: 11,344 shares; 2025Q3: 11,470 shares; 2025Q4: 11,360 shares 11,360 $3.15M 0.04% -110 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: 9,306 shares; 2024Q4: 9,418 shares; 2025Q1: 10,205 shares; 2025Q2: 35,251 shares; 2025Q3: 37,935 shares; 2025Q4: 39,222 shares 39,222 $3.14M 0.04% +1,287 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: 12,312 shares; 2024Q4: 11,207 shares; 2025Q1: 24,369 shares; 2025Q2: 26,080 shares; 2025Q3: 26,435 shares; 2025Q4: 24,921 shares 24,921 $3.14M 0.04% -1,514 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,291 shares; 2024Q4: 87,577 shares; 2025Q1: 90,766 shares; 2025Q2: 93,257 shares; 2025Q3: 104,452 shares; 2025Q4: 105,619 shares 105,619 $3.13M 0.04% +1,167 Timeline DFIV 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: 18,925 shares; 2024Q4: 28,077 shares; 2025Q1: 51,151 shares; 2025Q2: 56,793 shares; 2025Q3: 60,485 shares; 2025Q4: 62,560 shares 62,560 $3.12M 0.04% +2,075 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 9,266 shares; 2025Q1: 9,852 shares; 2025Q2: 14,580 shares; 2025Q3: 13,927 shares; 2025Q4: 13,744 shares 13,744 $3.11M 0.04% -183 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,653 shares; 2025Q1: 2,001 shares; 2025Q2: 3,162 shares; 2025Q3: 3,298 shares; 2025Q4: 3,321 shares 3,321 $3.1M 0.04% +23 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,516 shares; 2025Q1: 10,406 shares; 2025Q2: 10,905 shares; 2025Q3: 11,122 shares; 2025Q4: 12,545 shares 12,545 $3.1M 0.04% +1,423 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: 36,936 shares; 2024Q4: 36,282 shares; 2025Q1: 36,714 shares; 2025Q2: 37,655 shares; 2025Q3: 38,008 shares; 2025Q4: 37,499 shares 37,499 $3.07M 0.04% -509 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,141 shares; 2025Q1: 12,950 shares; 2025Q2: 16,334 shares; 2025Q3: 16,687 shares; 2025Q4: 17,665 shares 17,665 $3.06M 0.04% +978 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 21,550 shares; 2025Q1: 16,707 shares; 2025Q2: 18,312 shares; 2025Q3: 18,755 shares; 2025Q4: 161,811 shares 161,811 $3.06M 0.04% +143,056 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: 13,574 shares; 2024Q4: 24,045 shares; 2025Q1: 21,977 shares; 2025Q2: 46,837 shares; 2025Q3: 60,859 shares; 2025Q4: 64,951 shares 64,951 $3.06M 0.04% +4,092 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,269 shares; 2024Q4: 50,919 shares; 2025Q1: not reported; 2025Q2: 48,404 shares; 2025Q3: 31,244 shares; 2025Q4: 29,740 shares 29,740 $3.06M 0.04% -1,504 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 21,684 shares; 2025Q1: 22,198 shares; 2025Q2: 24,281 shares; 2025Q3: 24,665 shares; 2025Q4: 41,502 shares 41,502 $3.06M 0.04% +16,837 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,610 shares; 2024Q4: 23,683 shares; 2025Q1: 40,896 shares; 2025Q2: 56,015 shares; 2025Q3: 62,563 shares; 2025Q4: 84,356 shares 84,356 $3.05M 0.04% +21,793 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: 107,654 shares; 2024Q4: 104,830 shares; 2025Q1: 32,712 shares; 2025Q2: 32,603 shares; 2025Q3: 33,494 shares; 2025Q4: 33,326 shares 33,326 $3.05M 0.04% -168 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 20,020 shares; 2025Q1: 20,481 shares; 2025Q2: 19,858 shares; 2025Q3: 17,736 shares; 2025Q4: 18,868 shares 18,868 $3.03M 0.04% +1,132 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,799 shares; 2025Q3: 24,862 shares; 2025Q4: 35,572 shares 35,572 $3.03M 0.04% +10,710 Timeline RSPU 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: 43,476 shares; 2024Q4: 75,572 shares; 2025Q1: 46,951 shares; 2025Q2: 40,318 shares; 2025Q3: 41,262 shares; 2025Q4: 40,326 shares 40,326 $3.02M 0.04% -936 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 11,166 shares; 2025Q1: 11,891 shares; 2025Q2: 12,620 shares; 2025Q3: 12,262 shares; 2025Q4: 12,515 shares 12,515 $3.01M 0.04% +253 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 4,922 shares; 2025Q1: 5,875 shares; 2025Q2: 4,030 shares; 2025Q3: 3,981 shares; 2025Q4: 3,888 shares 3,888 $3M 0.04% -93 Timeline ILCG 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: 10,429 shares; 2024Q4: 20,455 shares; 2025Q1: 19,846 shares; 2025Q2: 25,437 shares; 2025Q3: 26,678 shares; 2025Q4: 28,380 shares 28,380 $2.95M 0.04% +1,702 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,370 shares; 2024Q4: 25,354 shares; 2025Q1: 22,663 shares; 2025Q2: 24,040 shares; 2025Q3: 32,464 shares; 2025Q4: 38,135 shares 38,135 $2.94M 0.04% +5,671 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,545 shares; 2024Q4: 26,025 shares; 2025Q1: 17,224 shares; 2025Q2: 18,963 shares; 2025Q3: 19,578 shares; 2025Q4: 20,243 shares 20,243 $2.92M 0.04% +665 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,732 shares; 2024Q4: 33,765 shares; 2025Q1: 34,921 shares; 2025Q2: 37,930 shares; 2025Q3: 37,371 shares; 2025Q4: 39,670 shares 39,670 $2.91M 0.04% +2,299 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,284 shares; 2024Q4: 60,610 shares; 2025Q1: 57,281 shares; 2025Q2: 57,265 shares; 2025Q3: 56,599 shares; 2025Q4: 59,550 shares 59,550 $2.91M 0.04% +2,951 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,696 shares; 2025Q1: 34,622 shares; 2025Q2: 32,497 shares; 2025Q3: 30,050 shares; 2025Q4: 29,044 shares 29,044 $2.91M 0.04% -1,006 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: not reported; 2025Q2: 8,853 shares; 2025Q3: 12,831 shares; 2025Q4: 11,351 shares 11,351 $2.91M 0.04% -1,480 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,118 shares; 2025Q1: 5,079 shares; 2025Q2: 33,945 shares; 2025Q3: 34,487 shares; 2025Q4: 37,810 shares 37,810 $2.9M 0.04% +3,323 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,732 shares; 2024Q4: 21,780 shares; 2025Q1: 32,687 shares; 2025Q2: 41,751 shares; 2025Q3: 46,788 shares; 2025Q4: 54,285 shares 54,285 $2.9M 0.04% +7,497 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,569 shares; 2024Q4: 42,042 shares; 2025Q1: 38,711 shares; 2025Q2: 47,054 shares; 2025Q3: 48,124 shares; 2025Q4: 56,304 shares 56,304 $2.89M 0.04% +8,180 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 43,990 shares 43,990 $2.88M 0.04% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,649 shares; 2025Q1: 84,678 shares; 2025Q2: 117,571 shares; 2025Q3: 120,034 shares; 2025Q4: 114,050 shares 114,050 $2.87M 0.04% -5,984 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,701 shares; 2024Q4: 54,441 shares; 2025Q1: 52,498 shares; 2025Q2: 33,320 shares; 2025Q3: 27,083 shares; 2025Q4: 36,004 shares 36,004 $2.87M 0.04% +8,921 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,449 shares; 2025Q1: 106,773 shares; 2025Q2: 111,324 shares; 2025Q3: 110,280 shares; 2025Q4: 97,633 shares 97,633 $2.86M 0.04% -12,647 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,472 shares; 2024Q4: 51,812 shares; 2025Q1: 51,977 shares; 2025Q2: 53,326 shares; 2025Q3: 61,188 shares; 2025Q4: 64,229 shares 64,229 $2.85M 0.04% +3,041 Timeline FNDE 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: 72,935 shares; 2025Q3: 73,997 shares; 2025Q4: 78,867 shares 78,867 $2.84M 0.04% +4,870 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: 19,279 shares; 2024Q4: 17,152 shares; 2025Q1: 17,953 shares; 2025Q2: 18,649 shares; 2025Q3: 19,135 shares; 2025Q4: 18,918 shares 18,918 $2.82M 0.04% -217 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,218 shares; 2024Q4: 47,467 shares; 2025Q1: 43,711 shares; 2025Q2: 37,238 shares; 2025Q3: 34,039 shares; 2025Q4: 35,310 shares 35,310 $2.82M 0.04% +1,271 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,634 shares; 2024Q4: 30,635 shares; 2025Q1: 16,763 shares; 2025Q2: 33,106 shares; 2025Q3: 32,639 shares; 2025Q4: 33,065 shares 33,065 $2.81M 0.04% +426 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: 28,298 shares; 2024Q4: 28,690 shares; 2025Q1: 30,113 shares; 2025Q2: 31,087 shares; 2025Q3: 31,599 shares; 2025Q4: 31,599 shares 31,599 $2.8M 0.04% 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: 29,257 shares; 2024Q4: 19,649 shares; 2025Q1: 18,347 shares; 2025Q2: 18,746 shares; 2025Q3: 19,952 shares; 2025Q4: 19,057 shares 19,057 $2.79M 0.04% -895 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 10,446 shares; 2025Q1: 13,953 shares; 2025Q2: 35,131 shares; 2025Q3: 36,108 shares; 2025Q4: 38,003 shares 38,003 $2.74M 0.04% +1,895 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 10,240 shares; 2025Q1: 10,031 shares; 2025Q2: 6,475 shares; 2025Q3: 6,633 shares; 2025Q4: 7,012 shares 7,012 $2.73M 0.04% +379 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: 72,172 shares; 2024Q4: 65,417 shares; 2025Q1: 62,599 shares; 2025Q2: 62,604 shares; 2025Q3: 59,992 shares; 2025Q4: 56,984 shares 56,984 $2.73M 0.04% -3,008 Timeline SCHM 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: 90,620 shares; 2025Q3: 90,629 shares; 2025Q4: 90,642 shares 90,642 $2.73M 0.04% +13 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 22,675 shares; 2025Q1: 20,179 shares; 2025Q2: 20,420 shares; 2025Q3: 20,681 shares; 2025Q4: 19,901 shares 19,901 $2.72M 0.04% -780 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,622 shares; 2024Q4: 39,385 shares; 2025Q1: 52,975 shares; 2025Q2: 52,477 shares; 2025Q3: 58,248 shares; 2025Q4: 156,954 shares 156,954 $2.72M 0.04% +98,706 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,086 shares; 2024Q4: 67,826 shares; 2025Q1: 53,461 shares; 2025Q2: 88,208 shares; 2025Q3: 98,850 shares; 2025Q4: 53,385 shares 53,385 $2.72M 0.04% -45,465 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,629 shares; 2024Q4: 11,842 shares; 2025Q1: 41,679 shares; 2025Q2: 54,500 shares; 2025Q3: 58,501 shares; 2025Q4: 96,083 shares 96,083 $2.72M 0.04% +37,582 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: 26,595 shares; 2024Q4: 25,264 shares; 2025Q1: 27,163 shares; 2025Q2: 27,400 shares; 2025Q3: 27,799 shares; 2025Q4: 25,940 shares 25,940 $2.7M 0.04% -1,859 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,117 shares; 2025Q3: 15,179 shares; 2025Q4: 40,912 shares 40,912 $2.7M 0.04% +25,733 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 11,413 shares; 2025Q1: 11,308 shares; 2025Q2: 12,377 shares; 2025Q3: 12,408 shares; 2025Q4: 12,418 shares 12,418 $2.7M 0.04% +10 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: 49,381 shares; 2024Q4: 63,334 shares; 2025Q1: 59,696 shares; 2025Q2: 67,143 shares; 2025Q3: 66,966 shares; 2025Q4: 50,139 shares 50,139 $2.68M 0.04% -16,827 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 8,140 shares; 2025Q1: 9,241 shares; 2025Q2: 14,610 shares; 2025Q3: 10,421 shares; 2025Q4: 11,424 shares 11,424 $2.67M 0.04% +1,003 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,925 shares; 2024Q4: 18,401 shares; 2025Q1: 19,535 shares; 2025Q2: 28,084 shares; 2025Q3: 28,151 shares; 2025Q4: 28,947 shares 28,947 $2.67M 0.04% +796 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,661 shares; 2024Q4: 10,438 shares; 2025Q1: 10,605 shares; 2025Q2: 11,013 shares; 2025Q3: 11,125 shares; 2025Q4: 11,051 shares 11,051 $2.66M 0.04% -74 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 18,320 shares; 2025Q1: 21,752 shares; 2025Q2: 49,773 shares; 2025Q3: 49,392 shares; 2025Q4: 59,000 shares 59,000 $2.63M 0.04% +9,608 Timeline