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: 107,081 shares; 2024Q4: 113,607 shares; 2025Q1: 122,382 shares; 2025Q2: 131,208 shares; 2025Q3: 144,789 shares; 2025Q4: 152,943 shares 152,943 $51.3M 10.78% +8,154 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,442 shares; 2024Q4: 454,763 shares; 2025Q1: 482,417 shares; 2025Q2: 520,102 shares; 2025Q3: 569,107 shares; 2025Q4: 606,602 shares 606,602 $46M 9.66% +37,495 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: 241,248 shares; 2024Q4: 263,156 shares; 2025Q1: 283,055 shares; 2025Q2: 302,932 shares; 2025Q3: 319,218 shares; 2025Q4: 334,920 shares 334,920 $31.5M 6.62% +15,702 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,442 shares; 2024Q4: 417,707 shares; 2025Q1: 447,616 shares; 2025Q2: 481,620 shares; 2025Q3: 539,299 shares; 2025Q4: 579,924 shares 579,924 $27.1M 5.7% +40,625 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: 162,012 shares; 2024Q4: 170,584 shares; 2025Q1: 182,759 shares; 2025Q2: 200,575 shares; 2025Q3: 221,792 shares; 2025Q4: 233,971 shares 233,971 $23.9M 5.02% +12,179 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,079 shares; 2024Q4: 364,720 shares; 2025Q1: 410,044 shares; 2025Q2: 436,308 shares; 2025Q3: 504,080 shares; 2025Q4: 540,374 shares 540,374 $22.7M 4.76% +36,294 Timeline DFSD 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: 278,977 shares; 2024Q4: 312,814 shares; 2025Q1: 351,693 shares; 2025Q2: 374,223 shares; 2025Q3: 431,825 shares; 2025Q4: 462,898 shares 462,898 $22.2M 4.67% +31,073 Timeline AVIV 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: 199,047 shares; 2024Q4: 215,514 shares; 2025Q1: 232,301 shares; 2025Q2: 250,568 shares; 2025Q3: 273,192 shares; 2025Q4: 290,206 shares 290,206 $20.7M 4.34% +17,014 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: 330,315 shares; 2024Q4: 358,480 shares; 2025Q1: 394,544 shares; 2025Q2: 426,249 shares; 2025Q3: 470,305 shares; 2025Q4: 501,378 shares 501,378 $19.1M 4.02% +31,073 Timeline IDEV 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: 151,263 shares; 2024Q4: 164,218 shares; 2025Q1: 179,630 shares; 2025Q2: 194,526 shares; 2025Q3: 214,392 shares; 2025Q4: 230,733 shares 230,733 $19M 4% +16,341 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: 40,084 shares; 2024Q4: 40,630 shares; 2025Q1: 38,210 shares; 2025Q2: 38,760 shares; 2025Q3: 38,940 shares; 2025Q4: 39,080 shares 39,080 $18.9M 3.97% +140 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,345 shares; 2024Q4: 346,938 shares; 2025Q1: 375,397 shares; 2025Q2: 400,305 shares; 2025Q3: 445,350 shares; 2025Q4: 471,874 shares 471,874 $17.6M 3.71% +26,524 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,269 shares; 2024Q4: 208,414 shares; 2025Q1: 230,095 shares; 2025Q2: 249,747 shares; 2025Q3: 284,787 shares; 2025Q4: 309,501 shares 309,501 $13.5M 2.83% +24,714 Timeline AVES 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: 114,198 shares; 2024Q4: 128,682 shares; 2025Q1: 142,045 shares; 2025Q2: 154,670 shares; 2025Q3: 170,333 shares; 2025Q4: 184,744 shares 184,744 $10.8M 2.26% +14,411 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: 17,179 shares; 2024Q4: 16,650 shares; 2025Q1: 15,162 shares; 2025Q2: 15,158 shares; 2025Q3: 13,227 shares; 2025Q4: 12,166 shares 12,166 $7.63M 1.6% -1,061 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: 70,114 shares; 2024Q4: 78,410 shares; 2025Q1: 86,332 shares; 2025Q2: 93,899 shares; 2025Q3: 103,374 shares; 2025Q4: 111,263 shares 111,263 $7.48M 1.57% +7,889 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: 106,311 shares; 2024Q4: 105,460 shares; 2025Q1: 96,546 shares; 2025Q2: 83,469 shares; 2025Q3: 76,313 shares; 2025Q4: 72,896 shares 72,896 $5.36M 1.13% -3,417 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: 14,070 shares; 2024Q4: 14,900 shares; 2025Q1: 14,208 shares; 2025Q2: 14,494 shares; 2025Q3: 13,786 shares; 2025Q4: 15,778 shares 15,778 $4.29M 0.9% +1,992 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 5,671 shares; 2025Q1: 7,236 shares; 2025Q2: 9,961 shares; 2025Q3: 10,493 shares; 2025Q4: 18,516 shares 18,516 $3.45M 0.73% +8,023 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: not reported; 2024Q4: not reported; 2025Q1: 1,762 shares; 2025Q2: 1,826 shares; 2025Q3: 10,771 shares; 2025Q4: 10,951 shares 10,951 $3.44M 0.72% +180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,785 shares 20,785 $3.18M 0.67% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,986 shares; 2024Q4: 45,737 shares; 2025Q1: 41,494 shares; 2025Q2: 35,837 shares; 2025Q3: 33,005 shares; 2025Q4: 30,176 shares 30,176 $3M 0.63% -2,829 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,410 shares; 2024Q4: 30,427 shares; 2025Q1: 27,494 shares; 2025Q2: 23,591 shares; 2025Q3: 21,619 shares; 2025Q4: 20,327 shares 20,327 $2.91M 0.61% -1,292 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: 68,743 shares; 2024Q4: 69,723 shares; 2025Q1: 63,503 shares; 2025Q2: 63,349 shares; 2025Q3: 60,018 shares; 2025Q4: 57,434 shares 57,434 $2.87M 0.6% -2,584 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,686 shares; 2025Q1: 33,038 shares; 2025Q2: 31,230 shares; 2025Q3: 32,859 shares; 2025Q4: 32,817 shares 32,817 $2.68M 0.56% -42 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: 36,568 shares; 2024Q4: 35,599 shares; 2025Q1: 31,294 shares; 2025Q2: 34,249 shares; 2025Q3: 33,848 shares; 2025Q4: 35,553 shares 35,553 $2.63M 0.55% +1,705 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,100 shares; 2025Q1: 1,060 shares; 2025Q2: 1,034 shares; 2025Q3: 1,186 shares; 2025Q4: 1,196 shares 1,196 $2.57M 0.54% +10 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: 66,648 shares; 2024Q4: 66,669 shares; 2025Q1: 58,561 shares; 2025Q2: 51,012 shares; 2025Q3: 47,509 shares; 2025Q4: 44,189 shares 44,189 $2.38M 0.5% -3,320 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: 3,940 shares; 2024Q4: 4,715 shares; 2025Q1: 4,576 shares; 2025Q2: 3,463 shares; 2025Q3: 3,571 shares; 2025Q4: 3,479 shares 3,479 $2.37M 0.5% -92 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,559 shares; 2024Q4: 31,696 shares; 2025Q1: 27,812 shares; 2025Q2: 23,594 shares; 2025Q3: 20,847 shares; 2025Q4: 18,399 shares 18,399 $2.24M 0.47% -2,448 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: not reported; 2025Q1: not reported; 2025Q2: 7,506 shares; 2025Q3: 7,506 shares; 2025Q4: 30,750 shares 30,750 $2.23M 0.47% +23,244 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: 27,403 shares; 2024Q4: 26,896 shares; 2025Q1: 27,189 shares; 2025Q2: 26,110 shares; 2025Q3: 26,628 shares; 2025Q4: 26,688 shares 26,688 $1.98M 0.42% +60 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: 3,756 shares; 2024Q4: 4,669 shares; 2025Q1: 3,851 shares; 2025Q2: 2,577 shares; 2025Q3: 5,293 shares; 2025Q4: 6,398 shares 6,398 $1.48M 0.31% +1,105 Timeline PNOV 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: 5,501 shares; 2024Q4: 36,288 shares; 2025Q1: 36,288 shares; 2025Q2: 36,288 shares; 2025Q3: 36,288 shares; 2025Q4: 35,086 shares 35,086 $1.47M 0.31% -1,202 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: 7,551 shares; 2024Q4: 7,453 shares; 2025Q1: 6,904 shares; 2025Q2: 6,392 shares; 2025Q3: 5,737 shares; 2025Q4: 4,854 shares 4,854 $1.41M 0.3% -883 Timeline VONV 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: 25,100 shares; 2024Q4: 24,675 shares; 2025Q1: 22,638 shares; 2025Q2: 17,225 shares; 2025Q3: 16,205 shares; 2025Q4: 14,938 shares 14,938 $1.38M 0.29% -1,267 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,833 shares; 2025Q1: 2,917 shares; 2025Q2: 3,079 shares; 2025Q3: 3,639 shares; 2025Q4: 7,448 shares 7,448 $1.32M 0.28% +3,809 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 3,096 shares; 2025Q1: 3,804 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 4,158 shares 4,158 $1.28M 0.27% +457 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,937 shares; 2025Q1: 9,167 shares; 2025Q2: 9,342 shares; 2025Q3: 15,476 shares; 2025Q4: 15,723 shares 15,723 $1.27M 0.27% +247 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: 3,071 shares; 2024Q4: 3,329 shares; 2025Q1: 6,405 shares; 2025Q2: 5,874 shares; 2025Q3: 5,892 shares; 2025Q4: 6,017 shares 6,017 $1.25M 0.26% +125 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,763 shares; 2024Q4: 29,880 shares; 2025Q1: 29,901 shares; 2025Q2: 30,164 shares; 2025Q3: 30,238 shares; 2025Q4: 30,338 shares 30,338 $1.15M 0.24% +100 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: 15,535 shares; 2024Q4: 15,703 shares; 2025Q1: 14,171 shares; 2025Q2: 14,734 shares; 2025Q3: 14,954 shares; 2025Q4: 14,594 shares 14,594 $1.15M 0.24% -360 Timeline PMAY 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: 26,681 shares; 2024Q4: 26,681 shares; 2025Q1: 26,681 shares; 2025Q2: 26,681 shares; 2025Q3: 26,681 shares; 2025Q4: 26,681 shares 26,681 $1.06M 0.22% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,731 shares; 2025Q1: 1,749 shares; 2025Q2: 6,155 shares; 2025Q3: 5,756 shares; 2025Q4: 5,743 shares 5,743 $1.04M 0.22% -13 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,221 shares; 2024Q4: 23,008 shares; 2025Q1: 23,036 shares; 2025Q2: 22,114 shares; 2025Q3: 22,140 shares; 2025Q4: 22,161 shares 22,161 $1.03M 0.22% +21 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: 8,214 shares; 2024Q4: 8,027 shares; 2025Q1: 7,333 shares; 2025Q2: 7,344 shares; 2025Q3: 7,418 shares; 2025Q4: 7,195 shares 7,195 $1.03M 0.22% -223 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: 4,720 shares; 2024Q4: 4,812 shares; 2025Q1: 5,177 shares; 2025Q2: 4,783 shares; 2025Q3: 5,770 shares; 2025Q4: 17,419 shares 17,419 $940K 0.2% +11,649 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: 4,492 shares; 2024Q4: 11,684 shares; 2025Q1: 8,669 shares; 2025Q2: 8,322 shares; 2025Q3: 7,397 shares; 2025Q4: 7,649 shares 7,649 $920K 0.19% +252 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 9,030 shares; 2025Q1: 8,574 shares; 2025Q2: 8,978 shares; 2025Q3: 9,646 shares; 2025Q4: 10,041 shares 10,041 $889K 0.19% +395 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,251 shares; 2025Q1: 6,975 shares; 2025Q2: 5,742 shares; 2025Q3: 7,961 shares; 2025Q4: 21,099 shares 21,099 $868K 0.18% +13,138 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: not reported; 2024Q4: not reported; 2025Q1: 16,345 shares; 2025Q2: 15,744 shares; 2025Q3: 21,194 shares; 2025Q4: 21,889 shares 21,889 $808K 0.17% +695 Timeline DFIC 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: 22,809 shares; 2024Q4: 22,809 shares; 2025Q1: 22,809 shares; 2025Q2: 22,809 shares; 2025Q3: 22,809 shares; 2025Q4: 22,809 shares 22,809 $786K 0.17% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: not reported; 2025Q2: 5,920 shares; 2025Q3: 6,227 shares; 2025Q4: 7,231 shares 7,231 $761K 0.16% +1,004 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,796 shares; 2024Q4: 28,469 shares; 2025Q1: 23,657 shares; 2025Q2: 17,402 shares; 2025Q3: 16,429 shares; 2025Q4: 15,579 shares 15,579 $753K 0.16% -850 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: 13,697 shares; 2024Q4: 13,884 shares; 2025Q1: 13,988 shares; 2025Q2: 14,032 shares; 2025Q3: 14,774 shares; 2025Q4: 14,964 shares 14,964 $753K 0.16% +190 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 1,226 shares; 2025Q3: 1,307 shares; 2025Q4: 4,457 shares 4,457 $723K 0.15% +3,150 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: 2,963 shares; 2024Q4: 3,116 shares; 2025Q1: 2,513 shares; 2025Q2: 2,644 shares; 2025Q3: 2,521 shares; 2025Q4: 2,053 shares 2,053 $720K 0.15% -468 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: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 748 shares 748 $698K 0.15% +141 Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,331 shares; 2025Q2: not reported; 2025Q3: 23,045 shares; 2025Q4: 42,177 shares 42,177 $678K 0.14% +19,132 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,677 shares; 2025Q2: 7,061 shares; 2025Q3: 8,270 shares; 2025Q4: 8,193 shares 8,193 $666K 0.14% -77 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: 2,995 shares; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 1,960 shares; 2025Q4: 1,462 shares 1,462 $657K 0.14% -498 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: not reported; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 3,510 shares; 2025Q4: 4,357 shares 4,357 $625K 0.13% +847 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 791 shares; 2025Q3: 776 shares; 2025Q4: 926 shares 926 $605K 0.13% +150 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: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 3,197 shares; 2025Q3: 2,537 shares; 2025Q4: 2,719 shares 2,719 $596K 0.13% +182 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: 2,131 shares; 2024Q4: 2,545 shares; 2025Q1: 2,925 shares; 2025Q2: 2,940 shares; 2025Q3: 2,941 shares; 2025Q4: 2,868 shares 2,868 $588K 0.12% -73 Timeline BMAY 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: 13,114 shares; 2024Q4: 13,114 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 13,114 shares 13,114 $588K 0.12% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 683 shares; 2025Q2: 689 shares; 2025Q3: 631 shares; 2025Q4: 685 shares 685 $562K 0.12% +54 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 1,477 shares; 2025Q3: 1,473 shares; 2025Q4: 1,580 shares 1,580 $559K 0.12% +107 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,239 shares; 2025Q3: 1,691 shares; 2025Q4: 1,954 shares 1,954 $554K 0.12% +263 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,931 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,762 shares; 2025Q4: 6,369 shares 6,369 $550K 0.12% +2,607 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 3,596 shares; 2025Q4: 4,154 shares 4,154 $545K 0.11% +558 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,832 shares; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 9,048 shares 9,048 $543K 0.11% +3,593 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,051 shares; 2025Q1: 8,059 shares; 2025Q2: 7,733 shares; 2025Q3: 7,741 shares; 2025Q4: 7,712 shares 7,712 $537K 0.11% -29 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,109 shares; 2025Q1: 1,610 shares; 2025Q2: 1,691 shares; 2025Q3: 1,672 shares; 2025Q4: 2,122 shares 2,122 $516K 0.11% +450 Timeline UDEC 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: 15,298 shares; 2025Q1: 15,298 shares; 2025Q2: 15,298 shares; 2025Q3: 15,298 shares; 2025Q4: 12,988 shares 12,988 $515K 0.11% -2,310 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 897 shares 897 $504K 0.11% +306 Timeline PDEC 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: 10,316 shares; 2025Q1: 10,475 shares; 2025Q2: 10,475 shares; 2025Q3: 8,935 shares; 2025Q4: 11,458 shares 11,458 $497K 0.1% +2,523 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,673 shares; 2025Q3: 18,945 shares; 2025Q4: 18,945 shares 18,945 $497K 0.1% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: 4,090 shares; 2025Q2: 2,534 shares; 2025Q3: not reported; 2025Q4: 3,624 shares 3,624 $492K 0.1% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,552 shares; 2025Q1: 2,121 shares; 2025Q2: 2,125 shares; 2025Q3: 2,107 shares; 2025Q4: 1,799 shares 1,799 $491K 0.1% -308 Timeline ZDEK 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: 22,652 shares; 2025Q1: 22,652 shares; 2025Q2: 22,652 shares; 2025Q3: 22,652 shares; 2025Q4: 18,481 shares 18,481 $476K 0.1% -4,171 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares 1,618 $462K 0.1% new 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: 4,439 shares; 2024Q4: 4,439 shares; 2025Q1: 3,604 shares; 2025Q2: 7,864 shares; 2025Q3: 6,337 shares; 2025Q4: 6,337 shares 6,337 $453K 0.1% 0 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: not reported; 2024Q4: 3,295 shares; 2025Q1: 6,944 shares; 2025Q2: 4,205 shares; 2025Q3: 4,048 shares; 2025Q4: 4,547 shares 4,547 $449K 0.09% +499 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares 1,419 $443K 0.09% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,587 shares; 2025Q1: 2,192 shares; 2025Q2: 2,200 shares; 2025Q3: 2,199 shares; 2025Q4: 2,175 shares 2,175 $437K 0.09% -24 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: 1,246 shares; 2024Q4: 1,375 shares; 2025Q1: 773 shares; 2025Q2: 1,445 shares; 2025Q3: 1,442 shares; 2025Q4: 868 shares 868 $436K 0.09% -574 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: 5,553 shares; 2025Q1: 6,233 shares; 2025Q2: 5,038 shares; 2025Q3: 4,595 shares; 2025Q4: 3,761 shares 3,761 $425K 0.09% -834 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 5,029 shares; 2025Q4: 5,363 shares 5,363 $422K 0.09% +334 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 1,232 shares; 2025Q4: 1,737 shares 1,737 $421K 0.09% +505 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,156 shares 2,156 $419K 0.09% new 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: not reported; 2024Q4: 2,152 shares; 2025Q1: 2,529 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,614 shares 2,614 $418K 0.09% +61 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,480 shares; 2025Q2: 3,554 shares; 2025Q3: 3,322 shares; 2025Q4: 3,186 shares 3,186 $407K 0.09% -136 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 4,302 shares; 2025Q1: 4,649 shares; 2025Q2: 3,607 shares; 2025Q3: 3,473 shares; 2025Q4: 2,489 shares 2,489 $405K 0.09% -984 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 4,084 shares; 2025Q1: 4,095 shares; 2025Q2: 4,198 shares; 2025Q3: 4,208 shares; 2025Q4: 4,213 shares 4,213 $397K 0.08% +5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: 1,288 shares; 2025Q3: 1,651 shares; 2025Q4: 1,880 shares 1,880 $392K 0.08% +229 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,257 shares; 2025Q2: 8,081 shares; 2025Q3: 7,036 shares; 2025Q4: 8,903 shares 8,903 $390K 0.08% +1,867 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,701 shares 1,701 $390K 0.08% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 643 shares 643 $389K 0.08% -12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,837 shares; 2025Q3: 2,746 shares; 2025Q4: 2,848 shares 2,848 $385K 0.08% +102 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 71 shares 71 $380K 0.08% +15 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,833 shares 5,833 $380K 0.08% new Timeline PJAN 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: 5,915 shares; 2025Q1: 8,420 shares; 2025Q2: 7,585 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares 7,782 $366K 0.08% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares; 2025Q4: 3,239 shares 3,239 $361K 0.08% +162 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: 2,422 shares; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 3,976 shares; 2025Q3: 2,649 shares; 2025Q4: 3,066 shares 3,066 $359K 0.08% +417 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: 1,194 shares; 2025Q4: 1,201 shares 1,201 $356K 0.07% +7 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,204 shares; 2025Q4: 1,196 shares 1,196 $354K 0.07% -8 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: not reported; 2024Q4: not reported; 2025Q1: 3,952 shares; 2025Q2: 3,656 shares; 2025Q3: 3,734 shares; 2025Q4: 3,671 shares 3,671 $353K 0.07% -63 Timeline LYFT LYFT INC More: the full row for LYFT 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: 21,122 shares; 2025Q3: 17,397 shares; 2025Q4: 18,153 shares 18,153 $352K 0.07% +756 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,460 shares; 2025Q4: 7,774 shares 7,774 $346K 0.07% +2,314 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,449 shares 1,449 $344K 0.07% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,825 shares; 2025Q1: not reported; 2025Q2: 5,604 shares; 2025Q3: 5,774 shares; 2025Q4: 6,850 shares 6,850 $337K 0.07% +1,076 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,804 shares; 2025Q3: 3,444 shares; 2025Q4: 3,340 shares 3,340 $336K 0.07% -104 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares 1,818 $330K 0.07% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,537 shares; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 2,510 shares 2,510 $329K 0.07% +963 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: 8,940 shares; 2024Q4: 5,879 shares; 2025Q1: 7,381 shares; 2025Q2: not reported; 2025Q3: 9,486 shares; 2025Q4: 8,066 shares 8,066 $329K 0.07% -1,420 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,084 shares; 2025Q3: 1,093 shares; 2025Q4: 1,130 shares 1,130 $328K 0.07% +37 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,297 shares 3,297 $327K 0.07% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,362 shares; 2025Q4: 4,815 shares 4,815 $322K 0.07% +1,453 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,784 shares; 2025Q4: 2,272 shares 2,272 $322K 0.07% +488 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,334 shares 6,334 $322K 0.07% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,611 shares; 2024Q4: 60,611 shares; 2025Q1: 60,611 shares; 2025Q2: 60,611 shares; 2025Q3: 50,840 shares; 2025Q4: 50,840 shares 50,840 $320K 0.07% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,190 shares 4,190 $316K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,371 shares; 2025Q2: 1,354 shares; 2025Q3: 1,378 shares; 2025Q4: 1,397 shares 1,397 $314K 0.07% +19 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares; 2025Q4: 4,418 shares 4,418 $307K 0.06% +635 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares 391 $302K 0.06% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,628 shares; 2025Q2: 22,823 shares; 2025Q3: 30,723 shares; 2025Q4: 35,926 shares 35,926 $290K 0.06% +5,203 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,978 shares 8,978 $290K 0.06% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares 2,800 $284K 0.06% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,197 shares 8,197 $282K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares 2,811 $281K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,043 shares 2,043 $276K 0.06% -117 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,305 shares 2,305 $276K 0.06% -378 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: 1,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,811 shares 1,811 $276K 0.06% +64 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares 2,811 $275K 0.06% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,746 shares 9,746 $273K 0.06% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,371 shares 7,371 $273K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 2,277 shares; 2025Q3: 2,668 shares; 2025Q4: 1,192 shares 1,192 $270K 0.06% -1,476 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares 554 $270K 0.06% new Timeline UMAY 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: 7,355 shares; 2024Q4: 7,355 shares; 2025Q1: 7,355 shares; 2025Q2: 7,355 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares 7,355 $269K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,338 shares; 2025Q3: 4,416 shares; 2025Q4: 4,416 shares 4,416 $269K 0.06% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,383 shares; 2025Q3: 2,172 shares; 2025Q4: 2,173 shares 2,173 $268K 0.06% +1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,180 shares 1,180 $263K 0.06% +10 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: not reported; 2024Q4: not reported; 2025Q1: 4,282 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,812 shares 2,812 $263K 0.06% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,893 shares; 2025Q1: 7,915 shares; 2025Q2: 7,936 shares; 2025Q3: 7,958 shares; 2025Q4: 7,978 shares 7,978 $262K 0.06% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares 1,146 $262K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 4,762 shares 4,762 $262K 0.06% +799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,119 shares 1,119 $262K 0.06% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,728 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares 1,301 $258K 0.05% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: 1,206 shares; 2025Q4: 1,254 shares 1,254 $257K 0.05% +48 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,986 shares; 2025Q2: 2,999 shares; 2025Q3: 3,018 shares; 2025Q4: 2,882 shares 2,882 $252K 0.05% -136 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,082 shares; 2025Q3: 1,946 shares; 2025Q4: 1,851 shares 1,851 $252K 0.05% -95 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares 1,470 $252K 0.05% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,256 shares; 2025Q2: 1,274 shares; 2025Q3: 1,250 shares; 2025Q4: 1,204 shares 1,204 $251K 0.05% -46 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,414 shares 1,414 $245K 0.05% +74 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares 1,414 $244K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 11,643 shares; 2025Q1: 8,939 shares; 2025Q2: 6,072 shares; 2025Q3: not reported; 2025Q4: 8,079 shares 8,079 $241K 0.05% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 5,574 shares; 2025Q2: 5,074 shares; 2025Q3: not reported; 2025Q4: 2,997 shares 2,997 $238K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,665 shares; 2025Q3: 1,662 shares; 2025Q4: 1,458 shares 1,458 $236K 0.05% -204 Timeline KDEC 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: 11,141 shares; 2025Q1: 11,141 shares; 2025Q2: 11,141 shares; 2025Q3: 11,141 shares; 2025Q4: 9,141 shares 9,141 $233K 0.05% -2,000 Timeline UJUL 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: 12,148 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares; 2025Q4: 5,991 shares 5,991 $232K 0.05% -6,084 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: not reported; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: 1,613 shares; 2025Q3: 1,093 shares; 2025Q4: 1,258 shares 1,258 $232K 0.05% +165 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,722 shares 1,722 $229K 0.05% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 4,942 shares; 2025Q3: 4,942 shares; 2025Q4: 4,954 shares 4,954 $228K 0.05% +12 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,701 shares; 2024Q4: 12,431 shares; 2025Q1: 12,431 shares; 2025Q2: 12,208 shares; 2025Q3: 12,679 shares; 2025Q4: 13,171 shares 13,171 $225K 0.05% +492 Timeline ZJUL 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: 15,581 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 15,488 shares; 2025Q3: 15,488 shares; 2025Q4: 7,682 shares 7,682 $223K 0.05% -7,806 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: not reported; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 1,491 shares; 2025Q3: 1,033 shares; 2025Q4: 992 shares 992 $221K 0.05% -41 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,404 shares 1,404 $219K 0.05% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 12,018 shares; 2025Q1: 12,678 shares; 2025Q2: 15,481 shares; 2025Q3: 13,856 shares; 2025Q4: 10,929 shares 10,929 $219K 0.05% -2,927 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: not reported; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: 636 shares; 2025Q3: 627 shares; 2025Q4: 560 shares 560 $218K 0.05% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 634 shares 634 $209K 0.04% -41 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares 1,067 $208K 0.04% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,214 shares; 2025Q2: 3,240 shares; 2025Q3: 3,295 shares; 2025Q4: 2,372 shares 2,372 $203K 0.04% -923 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,024 shares; 2025Q3: 2,027 shares; 2025Q4: 1,233 shares 1,233 $201K 0.04% -794 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,030 shares; 2024Q4: 14,119 shares; 2025Q1: 14,118 shares; 2025Q2: 14,163 shares; 2025Q3: 10,442 shares; 2025Q4: 10,581 shares 10,581 $157K 0.03% +139 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,003 shares; 2024Q4: 30,003 shares; 2025Q1: 30,003 shares; 2025Q2: 30,047 shares; 2025Q3: 29,798 shares; 2025Q4: 29,221 shares 29,221 $140K 0.03% -577 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,653 shares; 2024Q4: 19,087 shares; 2025Q1: 19,106 shares; 2025Q2: 19,159 shares; 2025Q3: 17,235 shares; 2025Q4: 12,974 shares 12,974 $72.7K 0.02% -4,261 Timeline