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: 396,791 shares; 2025Q2: 5,953,464 shares; 2025Q3: 6,102,564 shares; 2025Q4: 5,810,478 shares 5,810,478 $152M 3.42% -292,086 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: not reported; 2024Q4: not reported; 2025Q1: 4,461 shares; 2025Q2: 1,026,614 shares; 2025Q3: 996,965 shares; 2025Q4: 2,585,522 shares 2,585,522 $115M 2.58% +1,588,557 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,858 shares; 2025Q1: 10,428 shares; 2025Q2: 193,359 shares; 2025Q3: 172,393 shares; 2025Q4: 172,331 shares 172,331 $114M 2.55% -62 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: not reported; 2024Q4: not reported; 2025Q1: 85,876 shares; 2025Q2: 85,503 shares; 2025Q3: 82,186 shares; 2025Q4: 593,537 shares 593,537 $114M 2.55% +511,351 Timeline FNDX 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: 13,616 shares; 2025Q2: 3,396,569 shares; 2025Q3: 3,596,691 shares; 2025Q4: 3,493,029 shares 3,493,029 $95M 2.13% -103,662 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: 1,569,157 shares; 2024Q4: 1,569,643 shares; 2025Q1: 1,570,074 shares; 2025Q2: 1,571,333 shares; 2025Q3: 1,577,473 shares; 2025Q4: 1,606,602 shares 1,606,602 $85.7M 1.92% +29,129 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: not reported; 2024Q4: not reported; 2025Q1: 10,877 shares; 2025Q2: 3,764,614 shares; 2025Q3: 3,863,870 shares; 2025Q4: 3,522,432 shares 3,522,432 $84.7M 1.9% -341,438 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,892 shares; 2025Q2: 45,949 shares; 2025Q3: 53,748 shares; 2025Q4: 249,888 shares 249,888 $78.7M 1.76% +196,140 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 5,555 shares; 2025Q1: 5,923 shares; 2025Q2: 1,710,588 shares; 2025Q3: 1,729,207 shares; 2025Q4: 1,602,045 shares 1,602,045 $72.4M 1.62% -127,162 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: 77,865 shares; 2024Q4: 83,315 shares; 2025Q1: 106,093 shares; 2025Q2: 163,813 shares; 2025Q3: 180,468 shares; 2025Q4: 257,563 shares 257,563 $70M 1.57% +77,095 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 626,675 shares; 2025Q2: 699,074 shares; 2025Q3: 736,164 shares; 2025Q4: 781,970 shares 781,970 $66.2M 1.48% +45,806 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: not reported; 2024Q4: not reported; 2025Q1: 59,504 shares; 2025Q2: 86,379 shares; 2025Q3: 89,821 shares; 2025Q4: 92,808 shares 92,808 $58.2M 1.31% +2,987 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 953,187 shares; 2025Q2: 959,896 shares; 2025Q3: 944,962 shares; 2025Q4: 873,102 shares 873,102 $51.4M 1.15% -71,860 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: 28,119 shares; 2024Q4: 28,983 shares; 2025Q1: 53,829 shares; 2025Q2: 68,637 shares; 2025Q3: 79,632 shares; 2025Q4: 106,055 shares 106,055 $51.3M 1.15% +26,423 Timeline IQDG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 1,097,734 shares 1,097,734 $45.5M 1.02% +1,097,634 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: 19,624 shares; 2024Q4: 19,812 shares; 2025Q1: 42,632 shares; 2025Q2: 191,456 shares; 2025Q3: 209,654 shares; 2025Q4: 233,862 shares 233,862 $43.6M 0.98% +24,208 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: 161,802 shares; 2024Q4: 139,422 shares; 2025Q1: 154,840 shares; 2025Q2: 140,119 shares; 2025Q3: 130,180 shares; 2025Q4: 110,352 shares 110,352 $42.7M 0.96% -19,828 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837,630 shares 837,630 $42.3M 0.95% new 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: not reported; 2024Q4: not reported; 2025Q1: 43,451 shares; 2025Q2: 375,270 shares; 2025Q3: 410,678 shares; 2025Q4: 411,300 shares 411,300 $41.9M 0.94% +622 Timeline PRF 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: not reported; 2024Q4: not reported; 2025Q1: 2,920 shares; 2025Q2: 905,165 shares; 2025Q3: 936,002 shares; 2025Q4: 891,043 shares 891,043 $41.8M 0.94% -44,959 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: 30,478 shares; 2025Q2: 30,183 shares; 2025Q3: 29,825 shares; 2025Q4: 209,540 shares 209,540 $41.6M 0.93% +179,715 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: not reported; 2024Q4: not reported; 2025Q1: 182,266 shares; 2025Q2: 222,250 shares; 2025Q3: 261,812 shares; 2025Q4: 460,625 shares 460,625 $41.2M 0.92% +198,813 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788,723 shares 788,723 $39.7M 0.89% new 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: not reported; 2024Q4: not reported; 2025Q1: 688,183 shares; 2025Q2: 477,877 shares; 2025Q3: 468,231 shares; 2025Q4: 647,900 shares 647,900 $39.4M 0.88% +179,669 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,437 shares; 2025Q2: 119,755 shares; 2025Q3: 150,614 shares; 2025Q4: 584,267 shares 584,267 $39.3M 0.88% +433,653 Timeline JMBS 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: not reported; 2024Q4: not reported; 2025Q1: 4,353 shares; 2025Q2: 4,356 shares; 2025Q3: 4,359 shares; 2025Q4: 825,936 shares 825,936 $37.7M 0.85% +821,577 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: not reported; 2024Q4: not reported; 2025Q1: 13,490 shares; 2025Q2: 691,596 shares; 2025Q3: 712,513 shares; 2025Q4: 698,890 shares 698,890 $37.6M 0.84% -13,623 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: 12,432 shares; 2025Q2: 48,455 shares; 2025Q3: 48,160 shares; 2025Q4: 299,535 shares 299,535 $36.9M 0.83% +251,375 Timeline FNDB 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: 1,215 shares; 2025Q2: 1,293,595 shares; 2025Q3: 1,309,642 shares; 2025Q4: 1,305,773 shares 1,305,773 $34.7M 0.78% -3,869 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: not reported; 2024Q4: not reported; 2025Q1: 187,838 shares; 2025Q2: 196,816 shares; 2025Q3: 191,383 shares; 2025Q4: 649,655 shares 649,655 $33M 0.74% +458,272 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 612,704 shares; 2025Q2: 618,282 shares; 2025Q3: 686,638 shares; 2025Q4: 751,834 shares 751,834 $32.3M 0.72% +65,196 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: not reported; 2024Q4: not reported; 2025Q1: 14,166 shares; 2025Q2: 27,357 shares; 2025Q3: 27,196 shares; 2025Q4: 47,152 shares 47,152 $32.3M 0.72% +19,956 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: 52,002 shares; 2024Q4: 50,704 shares; 2025Q1: 58,517 shares; 2025Q2: 62,851 shares; 2025Q3: 66,691 shares; 2025Q4: 99,869 shares 99,869 $32.2M 0.72% +33,178 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,036 shares; 2025Q2: 308,986 shares; 2025Q3: 324,678 shares; 2025Q4: 345,297 shares 345,297 $32M 0.72% +20,619 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: not reported; 2024Q4: not reported; 2025Q1: 48,668 shares; 2025Q2: 62,286 shares; 2025Q3: 74,225 shares; 2025Q4: 95,575 shares 95,575 $32M 0.72% +21,350 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: not reported; 2024Q4: not reported; 2025Q1: 10,938 shares; 2025Q2: 527,685 shares; 2025Q3: 674,399 shares; 2025Q4: 636,970 shares 636,970 $32M 0.72% -37,429 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: 16,042 shares; 2024Q4: 15,901 shares; 2025Q1: 45,899 shares; 2025Q2: 76,168 shares; 2025Q3: 92,008 shares; 2025Q4: 102,029 shares 102,029 $31.9M 0.72% +10,021 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410,202 shares; 2025Q3: 384,914 shares; 2025Q4: 334,426 shares 334,426 $31.4M 0.7% -50,488 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: 48,618 shares; 2024Q4: 47,803 shares; 2025Q1: 77,102 shares; 2025Q2: 93,173 shares; 2025Q3: 108,580 shares; 2025Q4: 135,315 shares 135,315 $31.2M 0.7% +26,735 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: 100,302 shares; 2024Q4: 101,832 shares; 2025Q1: 109,987 shares; 2025Q2: 109,494 shares; 2025Q3: 79,523 shares; 2025Q4: 77,848 shares 77,848 $30.9M 0.69% -1,675 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 143,372 shares 143,372 $30.8M 0.69% +143,122 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,456 shares; 2025Q2: 498,744 shares; 2025Q3: 496,840 shares; 2025Q4: 582,811 shares 582,811 $29.8M 0.67% +85,971 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163,203 shares 163,203 $29.3M 0.66% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,508 shares; 2025Q2: 897,565 shares; 2025Q3: 917,082 shares; 2025Q4: 902,501 shares 902,501 $28.4M 0.64% -14,581 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: not reported; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 551,232 shares 551,232 $27.9M 0.63% +551,097 Timeline IJT 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: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 196,476 shares 196,476 $27.7M 0.62% +196,400 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: not reported; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 243,308 shares 243,308 $27.7M 0.62% +242,975 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 574,494 shares 574,494 $27.3M 0.61% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 87 shares; 2025Q3: 6,038 shares; 2025Q4: 334,956 shares 334,956 $26.9M 0.6% +328,918 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: 574 shares; 2024Q4: 574 shares; 2025Q1: 603 shares; 2025Q2: 34,598 shares; 2025Q3: 35,012 shares; 2025Q4: 33,609 shares 33,609 $25.3M 0.57% -1,403 Timeline GSIE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 578,310 shares 578,310 $24.8M 0.56% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620,578 shares 620,578 $23.4M 0.53% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 7,658 shares; 2025Q3: 10,819 shares; 2025Q4: 47,918 shares 47,918 $23.4M 0.52% +37,099 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,973 shares 239,973 $22.6M 0.51% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 84,914 shares; 2025Q3: 84,034 shares; 2025Q4: 152,237 shares 152,237 $21.9M 0.49% +68,203 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 11,819 shares; 2025Q1: 3,183 shares; 2025Q2: 3,142 shares; 2025Q3: 3,094 shares; 2025Q4: 165,351 shares 165,351 $21.8M 0.49% +162,257 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 222,320 shares 222,320 $21.5M 0.48% +221,824 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: 2,211 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 585,637 shares; 2025Q3: 614,925 shares; 2025Q4: 597,191 shares 597,191 $21.5M 0.48% -17,734 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: not reported; 2024Q4: not reported; 2025Q1: 41,975 shares; 2025Q2: 100,482 shares; 2025Q3: 102,750 shares; 2025Q4: 325,662 shares 325,662 $21.5M 0.48% +222,912 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: not reported; 2024Q4: 17,593 shares; 2025Q1: 19,052 shares; 2025Q2: 56,557 shares; 2025Q3: 57,040 shares; 2025Q4: 83,303 shares 83,303 $21.5M 0.48% +26,263 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: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 15,627 shares; 2025Q3: 15,627 shares; 2025Q4: 163,661 shares 163,661 $21.1M 0.47% +148,034 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: not reported; 2024Q4: not reported; 2025Q1: 7,703 shares; 2025Q2: 17,519 shares; 2025Q3: 18,546 shares; 2025Q4: 33,392 shares 33,392 $20.5M 0.46% +14,846 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: 21,698 shares; 2024Q4: 26,005 shares; 2025Q1: 31,870 shares; 2025Q2: 62,178 shares; 2025Q3: 60,091 shares; 2025Q4: 61,677 shares 61,677 $19.4M 0.43% +1,586 Timeline ICOW 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: not reported; 2024Q4: not reported; 2025Q1: 425,916 shares; 2025Q2: 469,434 shares; 2025Q3: 466,891 shares; 2025Q4: 489,556 shares 489,556 $19.2M 0.43% +22,665 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: 21,404 shares; 2024Q4: 31,675 shares; 2025Q1: 31,471 shares; 2025Q2: 32,624 shares; 2025Q3: 37,098 shares; 2025Q4: 37,873 shares 37,873 $19M 0.43% +775 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: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 181,898 shares 181,898 $18.8M 0.42% +181,887 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: 64,701 shares; 2025Q2: 80,546 shares; 2025Q3: 72,188 shares; 2025Q4: 188,637 shares 188,637 $18.7M 0.42% +116,449 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: not reported; 2024Q4: not reported; 2025Q1: 18,877 shares; 2025Q2: 24,732 shares; 2025Q3: 24,255 shares; 2025Q4: 26,683 shares 26,683 $18.2M 0.41% +2,428 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: not reported; 2024Q4: not reported; 2025Q1: 641 shares; 2025Q2: 266,087 shares; 2025Q3: 259,301 shares; 2025Q4: 209,799 shares 209,799 $17.3M 0.39% -49,502 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: 70,990 shares; 2024Q4: 64,500 shares; 2025Q1: 76,442 shares; 2025Q2: 86,763 shares; 2025Q3: 96,976 shares; 2025Q4: 152,661 shares 152,661 $17M 0.38% +55,685 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: not reported; 2024Q4: not reported; 2025Q1: 19,352 shares; 2025Q2: 54,299 shares; 2025Q3: 55,210 shares; 2025Q4: 58,722 shares 58,722 $17M 0.38% +3,512 Timeline GSLC 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: not reported; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 140,252 shares; 2025Q3: 138,826 shares; 2025Q4: 123,069 shares 123,069 $16.3M 0.37% -15,757 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: not reported; 2024Q4: not reported; 2025Q1: 22,153 shares; 2025Q2: 24,321 shares; 2025Q3: 24,963 shares; 2025Q4: 72,552 shares 72,552 $15.9M 0.36% +47,589 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: 124,082 shares; 2024Q4: 128,035 shares; 2025Q1: 129,927 shares; 2025Q2: 138,179 shares; 2025Q3: 146,217 shares; 2025Q4: 196,647 shares 196,647 $15.1M 0.34% +50,430 Timeline CDTX CIDARA THERAPEUTICS INC More: the full row for CIDARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,790 shares 66,790 $14.8M 0.33% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,754 shares; 2025Q2: 77,739 shares; 2025Q3: 75,168 shares; 2025Q4: 58,497 shares 58,497 $14.7M 0.33% -16,671 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,923 shares; 2025Q2: 213,434 shares; 2025Q3: 212,120 shares; 2025Q4: 197,988 shares 197,988 $14.6M 0.33% -14,132 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: 371,166 shares; 2024Q4: 371,166 shares; 2025Q1: 372,352 shares; 2025Q2: 382,639 shares; 2025Q3: 390,241 shares; 2025Q4: 447,383 shares 447,383 $14.3M 0.32% +57,142 Timeline IQLT 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: 285,624 shares; 2025Q2: 355,545 shares; 2025Q3: 285,277 shares; 2025Q4: 290,690 shares 290,690 $13.2M 0.3% +5,413 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,800 shares; 2025Q2: 99,780 shares; 2025Q3: 112,251 shares; 2025Q4: 125,839 shares 125,839 $13M 0.29% +13,588 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: not reported; 2024Q4: not reported; 2025Q1: 2,792 shares; 2025Q2: 395,629 shares; 2025Q3: 372,056 shares; 2025Q4: 341,490 shares 341,490 $13M 0.29% -30,566 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: 8,955 shares; 2024Q4: 8,395 shares; 2025Q1: 13,447 shares; 2025Q2: 20,787 shares; 2025Q3: 28,225 shares; 2025Q4: 36,481 shares 36,481 $12.6M 0.28% +8,256 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: not reported; 2024Q4: not reported; 2025Q1: 92,675 shares; 2025Q2: 236,810 shares; 2025Q3: 238,007 shares; 2025Q4: 228,053 shares 228,053 $12.5M 0.28% -9,954 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: 16,605 shares; 2024Q4: 15,819 shares; 2025Q1: 27,272 shares; 2025Q2: 29,095 shares; 2025Q3: 29,342 shares; 2025Q4: 35,519 shares 35,519 $12.5M 0.28% +6,177 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: 2,594 shares; 2024Q4: 2,727 shares; 2025Q1: 6,494 shares; 2025Q2: 22,420 shares; 2025Q3: 27,842 shares; 2025Q4: 27,595 shares 27,595 $12.4M 0.28% -247 Timeline VTHR 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: 27,831 shares; 2025Q2: 29,711 shares; 2025Q3: 34,039 shares; 2025Q4: 36,785 shares 36,785 $11M 0.25% +2,746 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,915 shares; 2025Q2: 265,330 shares; 2025Q3: 267,769 shares; 2025Q4: 240,302 shares 240,302 $11M 0.25% -27,467 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,547 shares; 2025Q2: 73,752 shares; 2025Q3: 72,046 shares; 2025Q4: 70,263 shares 70,263 $10.9M 0.24% -1,783 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: 6,228 shares; 2024Q4: 7,728 shares; 2025Q1: 10,735 shares; 2025Q2: 11,642 shares; 2025Q3: 11,637 shares; 2025Q4: 12,538 shares 12,538 $10.8M 0.24% +901 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,956 shares 143,956 $10.8M 0.24% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,265 shares; 2024Q4: 37,262 shares; 2025Q1: 37,499 shares; 2025Q2: 39,371 shares; 2025Q3: 39,033 shares; 2025Q4: 65,219 shares 65,219 $10.6M 0.24% +26,186 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 57,717 shares; 2025Q3: 57,927 shares; 2025Q4: 54,730 shares 54,730 $10.6M 0.24% -3,197 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 329,269 shares; 2025Q3: 328,591 shares; 2025Q4: 310,853 shares 310,853 $10.2M 0.23% -17,738 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209,630 shares; 2025Q3: 211,407 shares; 2025Q4: 214,282 shares 214,282 $10.1M 0.23% +2,875 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: not reported; 2024Q4: not reported; 2025Q1: 112,279 shares; 2025Q2: 128,170 shares; 2025Q3: 135,648 shares; 2025Q4: 158,533 shares 158,533 $9.9M 0.22% +22,885 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: 1,704 shares; 2024Q4: 2,427 shares; 2025Q1: 2,534 shares; 2025Q2: 3,767 shares; 2025Q3: 3,743 shares; 2025Q4: 80,232 shares 80,232 $9.64M 0.22% +76,489 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: 61,983 shares; 2024Q4: 173,598 shares; 2025Q1: 187,995 shares; 2025Q2: 319,223 shares; 2025Q3: 332,378 shares; 2025Q4: 349,120 shares 349,120 $9.39M 0.21% +16,742 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: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,561 shares; 2025Q3: 2,046 shares; 2025Q4: 22,525 shares 22,525 $9.3M 0.21% +20,479 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: not reported; 2024Q4: not reported; 2025Q1: 2,363 shares; 2025Q2: 4,194 shares; 2025Q3: 103,951 shares; 2025Q4: 57,789 shares 57,789 $9.27M 0.21% -46,162 Timeline SCHZ 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: 26 shares; 2024Q4: 84,128 shares; 2025Q1: 89,355 shares; 2025Q2: 388,794 shares; 2025Q3: 394,529 shares; 2025Q4: 396,007 shares 396,007 $9.25M 0.21% +1,478 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: 33,117 shares; 2024Q4: 32,973 shares; 2025Q1: 51,792 shares; 2025Q2: 54,993 shares; 2025Q3: 52,380 shares; 2025Q4: 53,151 shares 53,151 $9.09M 0.2% +771 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS 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: 185,892 shares 185,892 $9.06M 0.2% new 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: 21,319 shares; 2024Q4: 20,413 shares; 2025Q1: 20,840 shares; 2025Q2: 23,322 shares; 2025Q3: 25,444 shares; 2025Q4: 31,734 shares 31,734 $9.06M 0.2% +6,290 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: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 66,793 shares; 2025Q3: 68,108 shares; 2025Q4: 67,734 shares 67,734 $9.04M 0.2% -374 Timeline SPMD 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: 1,335 shares; 2025Q2: 23,414 shares; 2025Q3: 22,738 shares; 2025Q4: 156,056 shares 156,056 $9.04M 0.2% +133,318 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,677 shares 142,677 $8.98M 0.2% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 26,505 shares; 2025Q3: 27,963 shares; 2025Q4: 29,901 shares 29,901 $8.61M 0.19% +1,938 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: 13,476 shares; 2024Q4: 13,055 shares; 2025Q1: 18,760 shares; 2025Q2: 24,203 shares; 2025Q3: 26,884 shares; 2025Q4: 27,352 shares 27,352 $8.33M 0.19% +468 Timeline PTLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,310 shares 147,310 $8.27M 0.19% new 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: 11,387 shares; 2024Q4: 11,169 shares; 2025Q1: 20,819 shares; 2025Q2: 26,505 shares; 2025Q3: 31,848 shares; 2025Q4: 39,205 shares 39,205 $8.11M 0.18% +7,357 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 843,175 shares; 2025Q3: 537,228 shares; 2025Q4: 576,677 shares 576,677 $8.09M 0.18% +39,449 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,274 shares; 2024Q4: 99,189 shares; 2025Q1: 99,091 shares; 2025Q2: 98,188 shares; 2025Q3: 104,063 shares; 2025Q4: 103,450 shares 103,450 $8.02M 0.18% -613 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: 15,425 shares; 2024Q4: 22,130 shares; 2025Q1: 23,169 shares; 2025Q2: 37,304 shares; 2025Q3: 37,669 shares; 2025Q4: 41,079 shares 41,079 $8.01M 0.18% +3,410 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: 67,669 shares; 2024Q4: 66,773 shares; 2025Q1: 98,372 shares; 2025Q2: 112,947 shares; 2025Q3: 111,984 shares; 2025Q4: 143,484 shares 143,484 $7.89M 0.18% +31,500 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: not reported; 2024Q4: not reported; 2025Q1: 851 shares; 2025Q2: 34,412 shares; 2025Q3: 34,433 shares; 2025Q4: 65,830 shares 65,830 $7.86M 0.18% +31,397 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: 1,613 shares; 2024Q4: 1,900 shares; 2025Q1: 3,331 shares; 2025Q2: 6,109 shares; 2025Q3: 6,607 shares; 2025Q4: 7,283 shares 7,283 $7.83M 0.18% +676 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: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 51,912 shares; 2025Q3: 51,116 shares; 2025Q4: 49,700 shares 49,700 $7.71M 0.17% -1,416 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,890 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 72,786 shares 72,786 $7.69M 0.17% +72,561 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,107 shares 78,107 $7.68M 0.17% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,698 shares; 2025Q1: 4,934 shares; 2025Q2: 5,551 shares; 2025Q3: 7,490 shares; 2025Q4: 25,825 shares 25,825 $7.65M 0.17% +18,335 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: not reported; 2024Q4: not reported; 2025Q1: 41,154 shares; 2025Q2: 40,789 shares; 2025Q3: 89,396 shares; 2025Q4: 110,153 shares 110,153 $7.65M 0.17% +20,757 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: 19,327 shares; 2024Q4: 19,509 shares; 2025Q1: 23,847 shares; 2025Q2: 28,029 shares; 2025Q3: 30,551 shares; 2025Q4: 33,428 shares 33,428 $7.64M 0.17% +2,877 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 8,518 shares; 2025Q1: 17,333 shares; 2025Q2: 18,399 shares; 2025Q3: 20,591 shares; 2025Q4: 23,338 shares 23,338 $7.19M 0.16% +2,747 Timeline GSEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,507 shares 83,507 $7.11M 0.16% new 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: 8,168 shares; 2024Q4: 8,447 shares; 2025Q1: 17,384 shares; 2025Q2: 20,888 shares; 2025Q3: 20,708 shares; 2025Q4: 20,560 shares 20,560 $7.07M 0.16% -148 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278 shares; 2025Q2: 120,365 shares; 2025Q3: 120,676 shares; 2025Q4: 120,326 shares 120,326 $6.96M 0.16% -350 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: not reported; 2024Q4: not reported; 2025Q1: 14,252 shares; 2025Q2: 15,748 shares; 2025Q3: 15,891 shares; 2025Q4: 14,590 shares 14,590 $6.91M 0.15% -1,301 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,456 shares 52,456 $6.82M 0.15% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: 92,017 shares; 2025Q3: 90,226 shares; 2025Q4: 89,950 shares 89,950 $6.82M 0.15% -276 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: 28,540 shares; 2024Q4: 28,232 shares; 2025Q1: 30,341 shares; 2025Q2: 49,580 shares; 2025Q3: 53,319 shares; 2025Q4: 57,558 shares 57,558 $6.72M 0.15% +4,239 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF 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: 171,023 shares; 2025Q2: 174,300 shares; 2025Q3: 176,299 shares; 2025Q4: 169,152 shares 169,152 $6.49M 0.15% -7,147 Timeline PXF 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: 957 shares; 2025Q2: 96,009 shares; 2025Q3: 101,028 shares; 2025Q4: 98,410 shares 98,410 $6.45M 0.14% -2,618 Timeline GCOW 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: not reported; 2024Q4: not reported; 2025Q1: 66,719 shares; 2025Q2: 192,394 shares; 2025Q3: 172,174 shares; 2025Q4: 150,424 shares 150,424 $6.33M 0.14% -21,750 Timeline PTIN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,774 shares 193,774 $6.25M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 1,772 shares; 2025Q3: 1,746 shares; 2025Q4: 64,643 shares 64,643 $6.22M 0.14% +62,897 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,198 shares 16,198 $6.21M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207,900 shares 207,900 $6.14M 0.14% new 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: 5,437 shares; 2024Q4: 6,221 shares; 2025Q1: 9,103 shares; 2025Q2: 13,856 shares; 2025Q3: 115,504 shares; 2025Q4: 104,025 shares 104,025 $6.11M 0.14% -11,479 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: not reported; 2024Q4: not reported; 2025Q1: 10,419 shares; 2025Q2: 75,327 shares; 2025Q3: 74,987 shares; 2025Q4: 80,569 shares 80,569 $6.08M 0.14% +5,582 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 14,980 shares; 2025Q3: 15,386 shares; 2025Q4: 15,402 shares 15,402 $6.07M 0.14% +16 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 65,361 shares; 2025Q3: 63,658 shares; 2025Q4: 53,850 shares 53,850 $6.02M 0.14% -9,808 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 2,974,878 shares; 2025Q3: 2,988,544 shares; 2025Q4: 3,000,544 shares 3,000,544 $5.94M 0.13% +12,000 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: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 58,345 shares 58,345 $5.93M 0.13% +58,296 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: 29,300 shares; 2024Q4: 23,739 shares; 2025Q1: 27,141 shares; 2025Q2: 35,203 shares; 2025Q3: 37,626 shares; 2025Q4: 55,354 shares 55,354 $5.87M 0.13% +17,728 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: not reported; 2024Q4: not reported; 2025Q1: 21,578 shares; 2025Q2: 103,790 shares; 2025Q3: 102,737 shares; 2025Q4: 99,286 shares 99,286 $5.79M 0.13% -3,451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,841 shares 129,841 $5.78M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: 76,455 shares; 2025Q2: 104,826 shares; 2025Q3: 117,528 shares; 2025Q4: 209,097 shares 209,097 $5.74M 0.13% +91,569 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: 34,393 shares; 2024Q4: 30,408 shares; 2025Q1: 39,412 shares; 2025Q2: 41,839 shares; 2025Q3: 45,275 shares; 2025Q4: 42,229 shares 42,229 $5.72M 0.13% -3,046 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC 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: 1,472 shares; 2025Q2: 1,503 shares; 2025Q3: 1,771 shares; 2025Q4: 26,321 shares 26,321 $5.58M 0.13% +24,550 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: 4,204 shares; 2024Q4: 4,383 shares; 2025Q1: 5,606 shares; 2025Q2: 6,467 shares; 2025Q3: 7,056 shares; 2025Q4: 17,489 shares 17,489 $5.57M 0.12% +10,433 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: not reported; 2024Q4: not reported; 2025Q1: 2,684 shares; 2025Q2: 2,686 shares; 2025Q3: 2,689 shares; 2025Q4: 37,358 shares 37,358 $5.55M 0.12% +34,669 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: 1,635 shares; 2025Q2: 2,173 shares; 2025Q3: 3,174 shares; 2025Q4: 17,721 shares 17,721 $5.55M 0.12% +14,547 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,834 shares; 2025Q2: 49,980 shares; 2025Q3: 49,006 shares; 2025Q4: 46,987 shares 46,987 $5.53M 0.12% -2,019 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: not reported; 2024Q4: not reported; 2025Q1: 61,356 shares; 2025Q2: 61,403 shares; 2025Q3: 61,571 shares; 2025Q4: 58,487 shares 58,487 $5.51M 0.12% -3,084 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: 19,883 shares; 2024Q4: 19,830 shares; 2025Q1: 22,184 shares; 2025Q2: 25,081 shares; 2025Q3: 31,079 shares; 2025Q4: 36,017 shares 36,017 $5.49M 0.12% +4,938 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,380 shares; 2025Q2: 83,280 shares; 2025Q3: 83,280 shares; 2025Q4: 83,180 shares 83,180 $5.45M 0.12% -100 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: 19,519 shares; 2024Q4: 46,010 shares; 2025Q1: 44,788 shares; 2025Q2: 78,207 shares; 2025Q3: 104,449 shares; 2025Q4: 218,557 shares 218,557 $5.43M 0.12% +114,108 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: not reported; 2024Q4: not reported; 2025Q1: 20,925 shares; 2025Q2: 36,175 shares; 2025Q3: 35,861 shares; 2025Q4: 120,830 shares 120,830 $5.4M 0.12% +84,969 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: 16,971 shares; 2024Q4: 17,313 shares; 2025Q1: 26,409 shares; 2025Q2: 32,755 shares; 2025Q3: 34,764 shares; 2025Q4: 44,565 shares 44,565 $5.36M 0.12% +9,801 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,112 shares; 2025Q2: 120,222 shares; 2025Q3: 156,902 shares; 2025Q4: 149,828 shares 149,828 $5.19M 0.12% -7,074 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: not reported; 2024Q4: not reported; 2025Q1: 4,699 shares; 2025Q2: 22,679 shares; 2025Q3: 26,293 shares; 2025Q4: 26,774 shares 26,774 $5.11M 0.11% +481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,106 shares; 2025Q4: 36,106 shares 36,106 $5.11M 0.11% 0 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: 13,798 shares; 2024Q4: 14,133 shares; 2025Q1: 14,996 shares; 2025Q2: 19,604 shares; 2025Q3: 25,849 shares; 2025Q4: 27,575 shares 27,575 $5.06M 0.11% +1,726 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 264 shares; 2025Q2: 16,015 shares; 2025Q3: 16,824 shares; 2025Q4: 16,786 shares 16,786 $5.01M 0.11% -38 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: 5,563 shares; 2024Q4: 4,939 shares; 2025Q1: 10,518 shares; 2025Q2: 11,615 shares; 2025Q3: 11,772 shares; 2025Q4: 16,169 shares 16,169 $4.94M 0.11% +4,397 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 45,991 shares 45,991 $4.88M 0.11% new 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: 4,006 shares; 2024Q4: 4,201 shares; 2025Q1: 8,735 shares; 2025Q2: 11,368 shares; 2025Q3: 9,821 shares; 2025Q4: 14,639 shares 14,639 $4.79M 0.11% +4,818 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: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 190 shares; 2025Q3: 164 shares; 2025Q4: 18,870 shares 18,870 $4.77M 0.11% +18,706 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 4,716 shares; 2025Q1: 5,720 shares; 2025Q2: 5,775 shares; 2025Q3: 5,934 shares; 2025Q4: 23,376 shares 23,376 $4.75M 0.11% +17,442 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,465 shares; 2025Q2: 3,424 shares; 2025Q3: 4,362 shares; 2025Q4: 28,929 shares 28,929 $4.69M 0.11% +24,567 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 383,643 shares; 2025Q2: 337,011 shares; 2025Q3: 329,742 shares; 2025Q4: 376,147 shares 376,147 $4.68M 0.1% +46,405 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,515 shares; 2025Q2: 46,747 shares; 2025Q3: 47,082 shares; 2025Q4: 51,021 shares 51,021 $4.66M 0.1% +3,939 Timeline GEM 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: not reported; 2024Q4: not reported; 2025Q1: 14,853 shares; 2025Q2: 109,617 shares; 2025Q3: 113,721 shares; 2025Q4: 109,637 shares 109,637 $4.56M 0.1% -4,084 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 497 shares; 2025Q3: 501 shares; 2025Q4: 96,627 shares 96,627 $4.53M 0.1% +96,126 Timeline TOTL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,146 shares; 2025Q3: 104,379 shares; 2025Q4: 110,770 shares 110,770 $4.46M 0.1% +6,391 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: not reported; 2024Q4: not reported; 2025Q1: 54,298 shares; 2025Q2: 61,463 shares; 2025Q3: 74,057 shares; 2025Q4: 77,084 shares 77,084 $4.45M 0.1% +3,027 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: 15,605 shares; 2024Q4: 16,777 shares; 2025Q1: 26,568 shares; 2025Q2: 36,611 shares; 2025Q3: 40,906 shares; 2025Q4: 55,149 shares 55,149 $4.43M 0.1% +14,243 Timeline DFAC 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: 9,262 shares; 2025Q2: 115,461 shares; 2025Q3: 113,566 shares; 2025Q4: 111,588 shares 111,588 $4.42M 0.1% -1,978 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,429 shares; 2025Q1: 35,038 shares; 2025Q2: 37,052 shares; 2025Q3: 34,777 shares; 2025Q4: 39,272 shares 39,272 $4.33M 0.1% +4,495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,409 shares; 2025Q4: 92,443 shares 92,443 $4.33M 0.1% +91,034 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,124 shares; 2025Q2: 49,634 shares; 2025Q3: 63,051 shares; 2025Q4: 46,469 shares 46,469 $4.33M 0.1% -16,582 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,922 shares; 2025Q3: 20,504 shares; 2025Q4: 20,337 shares 20,337 $4.3M 0.1% -167 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,636 shares 13,636 $4.23M 0.09% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: 518 shares; 2025Q4: 29,923 shares 29,923 $4.22M 0.09% +29,405 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: not reported; 2024Q4: not reported; 2025Q1: 60,837 shares; 2025Q2: 120,837 shares; 2025Q3: 60,837 shares; 2025Q4: 127,737 shares 127,737 $4.22M 0.09% +66,900 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 7,132 shares; 2025Q1: 7,144 shares; 2025Q2: 6,949 shares; 2025Q3: 7,231 shares; 2025Q4: 7,388 shares 7,388 $4.21M 0.09% +157 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 3,450 shares; 2025Q1: 9,316 shares; 2025Q2: 10,236 shares; 2025Q3: 10,130 shares; 2025Q4: 15,370 shares 15,370 $4.12M 0.09% +5,240 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: 55,222 shares; 2024Q4: 60,195 shares; 2025Q1: 70,207 shares; 2025Q2: 87,523 shares; 2025Q3: 134,343 shares; 2025Q4: 164,368 shares 164,368 $4.09M 0.09% +30,025 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: 16,959 shares; 2024Q4: 12,117 shares; 2025Q1: 16,383 shares; 2025Q2: 17,200 shares; 2025Q3: 17,876 shares; 2025Q4: 28,182 shares 28,182 $4.08M 0.09% +10,306 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,641 shares; 2025Q2: 18,773 shares; 2025Q3: 18,322 shares; 2025Q4: 19,095 shares 19,095 $4.05M 0.09% +773 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,932 shares; 2025Q2: 54,905 shares; 2025Q3: 57,785 shares; 2025Q4: 77,282 shares 77,282 $3.95M 0.09% +19,497 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 52,444 shares; 2025Q3: 51,982 shares; 2025Q4: 50,042 shares 50,042 $3.89M 0.09% -1,940 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: 4,248 shares; 2024Q4: 4,614 shares; 2025Q1: 12,225 shares; 2025Q2: 14,181 shares; 2025Q3: 18,398 shares; 2025Q4: 26,942 shares 26,942 $3.86M 0.09% +8,544 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: not reported; 2024Q4: not reported; 2025Q1: 89,273 shares; 2025Q2: 91,264 shares; 2025Q3: 78,344 shares; 2025Q4: 81,583 shares 81,583 $3.84M 0.09% +3,239 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: 400 shares; 2024Q4: 372 shares; 2025Q1: 1,391 shares; 2025Q2: 2,275 shares; 2025Q3: 3,642 shares; 2025Q4: 3,549 shares 3,549 $3.8M 0.09% -93 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: 38,481 shares; 2024Q4: 44,982 shares; 2025Q1: 48,011 shares; 2025Q2: 60,302 shares; 2025Q3: 68,915 shares; 2025Q4: 93,016 shares 93,016 $3.79M 0.08% +24,101 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: not reported; 2024Q4: not reported; 2025Q1: 83,388 shares; 2025Q2: 84,170 shares; 2025Q3: 83,058 shares; 2025Q4: 78,627 shares 78,627 $3.78M 0.08% -4,431 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: 606 shares; 2024Q4: 647 shares; 2025Q1: 4,867 shares; 2025Q2: 4,966 shares; 2025Q3: 5,246 shares; 2025Q4: 11,266 shares 11,266 $3.72M 0.08% +6,020 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: 1,904 shares; 2024Q4: not reported; 2025Q1: 4,401 shares; 2025Q2: 7,114 shares; 2025Q3: 10,913 shares; 2025Q4: 28,137 shares 28,137 $3.53M 0.08% +17,224 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: 1,588 shares; 2025Q1: 2,393 shares; 2025Q2: 2,783 shares; 2025Q3: 3,009 shares; 2025Q4: 3,264 shares 3,264 $3.49M 0.08% +255 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: not reported; 2024Q4: 1,860 shares; 2025Q1: 3,388 shares; 2025Q2: 3,558 shares; 2025Q3: 3,848 shares; 2025Q4: 3,955 shares 3,955 $3.48M 0.08% +107 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,720 shares; 2025Q2: 135,000 shares; 2025Q3: 135,000 shares; 2025Q4: 135,000 shares 135,000 $3.44M 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 27,345 shares; 2025Q1: 32,332 shares; 2025Q2: 116,848 shares; 2025Q3: 116,989 shares; 2025Q4: 118,552 shares 118,552 $3.38M 0.08% +1,563 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 4,919 shares; 2025Q1: 5,934 shares; 2025Q2: 6,633 shares; 2025Q3: 6,509 shares; 2025Q4: 7,174 shares 7,174 $3.37M 0.08% +665 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,575 shares; 2025Q2: 140,575 shares; 2025Q3: 70,575 shares; 2025Q4: 142,275 shares 142,275 $3.36M 0.08% +71,700 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,316 shares; 2025Q2: 51,776 shares; 2025Q3: 51,213 shares; 2025Q4: 45,895 shares 45,895 $3.34M 0.07% -5,318 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 26,436 shares; 2025Q3: 26,226 shares; 2025Q4: 25,644 shares 25,644 $3.23M 0.07% -582 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: 6,397 shares; 2024Q4: 3,938 shares; 2025Q1: 6,252 shares; 2025Q2: 7,287 shares; 2025Q3: 8,585 shares; 2025Q4: 12,131 shares 12,131 $3.22M 0.07% +3,546 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: not reported; 2024Q4: not reported; 2025Q1: 25,467 shares; 2025Q2: 40,982 shares; 2025Q3: 41,987 shares; 2025Q4: 41,778 shares 41,778 $3.22M 0.07% -209 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: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 63,090 shares 63,090 $3.14M 0.07% +3,090 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 18,091 shares; 2025Q3: 21,811 shares; 2025Q4: 22,108 shares 22,108 $3.12M 0.07% +297 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: not reported; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 1,002 shares; 2025Q3: 1,074 shares; 2025Q4: 6,884 shares 6,884 $3.06M 0.07% +5,810 Timeline PEY 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: not reported; 2024Q4: not reported; 2025Q1: 186,362 shares; 2025Q2: 151,335 shares; 2025Q3: 133,816 shares; 2025Q4: 149,300 shares 149,300 $3.04M 0.07% +15,484 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: 1,599 shares; 2024Q4: 1,323 shares; 2025Q1: 1,653 shares; 2025Q2: 3,235 shares; 2025Q3: 3,722 shares; 2025Q4: 4,592 shares 4,592 $3.04M 0.07% +870 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: 2,658 shares; 2024Q4: 2,997 shares; 2025Q1: 6,025 shares; 2025Q2: 11,745 shares; 2025Q3: 9,754 shares; 2025Q4: 12,236 shares 12,236 $3.01M 0.07% +2,482 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: not reported; 2024Q4: not reported; 2025Q1: 4,700 shares; 2025Q2: 7,729 shares; 2025Q3: 22,964 shares; 2025Q4: 21,835 shares 21,835 $3.01M 0.07% -1,129 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: 7,276 shares; 2024Q4: 7,208 shares; 2025Q1: 9,955 shares; 2025Q2: 11,019 shares; 2025Q3: 11,161 shares; 2025Q4: 13,664 shares 13,664 $3M 0.07% +2,503 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,956 shares; 2025Q2: 8,654 shares; 2025Q3: 9,479 shares; 2025Q4: 19,515 shares 19,515 $3M 0.07% +10,036 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: 5,527 shares; 2024Q4: 5,434 shares; 2025Q1: 12,855 shares; 2025Q2: 14,994 shares; 2025Q3: 15,965 shares; 2025Q4: 23,564 shares 23,564 $2.97M 0.07% +7,599 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: not reported; 2024Q4: not reported; 2025Q1: 53,660 shares; 2025Q2: 54,996 shares; 2025Q3: 64,825 shares; 2025Q4: 65,949 shares 65,949 $2.93M 0.07% +1,124 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,137 shares; 2025Q2: 33,420 shares; 2025Q3: 33,062 shares; 2025Q4: 67,993 shares 67,993 $2.9M 0.07% +34,931 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: not reported; 2024Q4: not reported; 2025Q1: 155,471 shares; 2025Q2: 155,310 shares; 2025Q3: 154,577 shares; 2025Q4: 151,748 shares 151,748 $2.88M 0.06% -2,829 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,487 shares; 2025Q2: 5,431 shares; 2025Q3: 10,874 shares; 2025Q4: 16,190 shares 16,190 $2.88M 0.06% +5,316 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: not reported; 2024Q4: 307 shares; 2025Q1: 716 shares; 2025Q2: 2,213 shares; 2025Q3: 2,891 shares; 2025Q4: 30,457 shares 30,457 $2.86M 0.06% +27,566 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: 65,800 shares; 2024Q4: 65,800 shares; 2025Q1: 65,800 shares; 2025Q2: 65,800 shares; 2025Q3: 65,800 shares; 2025Q4: 65,800 shares 65,800 $2.85M 0.06% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,106 shares; 2025Q2: 41,111 shares; 2025Q3: 41,134 shares; 2025Q4: 41,511 shares 41,511 $2.79M 0.06% +377 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: 47,150 shares; 2024Q4: 37,924 shares; 2025Q1: 48,056 shares; 2025Q2: 51,920 shares; 2025Q3: 54,535 shares; 2025Q4: 58,071 shares 58,071 $2.78M 0.06% +3,536 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,845 shares; 2024Q4: 101,995 shares; 2025Q1: 103,311 shares; 2025Q2: 103,222 shares; 2025Q3: 103,157 shares; 2025Q4: 105,092 shares 105,092 $2.77M 0.06% +1,935 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,899 shares; 2025Q2: 54,592 shares; 2025Q3: 54,091 shares; 2025Q4: 51,489 shares 51,489 $2.72M 0.06% -2,602 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,382 shares; 2024Q4: 40,153 shares; 2025Q1: 40,729 shares; 2025Q2: 41,116 shares; 2025Q3: 41,243 shares; 2025Q4: 43,094 shares 43,094 $2.67M 0.06% +1,851 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: 2,870 shares; 2025Q1: 6,279 shares; 2025Q2: 11,854 shares; 2025Q3: 13,550 shares; 2025Q4: 15,380 shares 15,380 $2.64M 0.06% +1,830 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: 1,026 shares; 2024Q4: 1,024 shares; 2025Q1: 1,816 shares; 2025Q2: 2,596 shares; 2025Q3: 2,844 shares; 2025Q4: 4,549 shares 4,549 $2.61M 0.06% +1,705 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: 8,894 shares; 2024Q4: 32,197 shares; 2025Q1: 37,287 shares; 2025Q2: 59,889 shares; 2025Q3: 64,298 shares; 2025Q4: 79,210 shares 79,210 $2.58M 0.06% +14,912 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,381 shares; 2025Q3: 6,163 shares; 2025Q4: 9,059 shares 9,059 $2.46M 0.06% +2,896 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: 2,366 shares; 2024Q4: 2,374 shares; 2025Q1: 6,783 shares; 2025Q2: 747 shares; 2025Q3: 3,884 shares; 2025Q4: 5,169 shares 5,169 $2.42M 0.05% +1,285 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: 1,777 shares; 2025Q2: 2,637 shares; 2025Q3: 2,184 shares; 2025Q4: 3,640 shares 3,640 $2.38M 0.05% +1,456 Timeline RPV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,975 shares 22,975 $2.37M 0.05% new 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: 3,746 shares; 2024Q4: 3,756 shares; 2025Q1: 4,413 shares; 2025Q2: 5,912 shares; 2025Q3: 9,810 shares; 2025Q4: 20,151 shares 20,151 $2.36M 0.05% +10,341 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,151 shares 26,151 $2.33M 0.05% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,284 shares; 2025Q1: 6,262 shares; 2025Q2: 8,356 shares; 2025Q3: 8,496 shares; 2025Q4: 9,654 shares 9,654 $2.33M 0.05% +1,158 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: 12,201 shares; 2024Q4: 12,201 shares; 2025Q1: 12,232 shares; 2025Q2: 12,503 shares; 2025Q3: 13,446 shares; 2025Q4: 13,709 shares 13,709 $2.32M 0.05% +263 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: not reported; 2024Q4: not reported; 2025Q1: 38,600 shares; 2025Q2: 49,440 shares; 2025Q3: 47,740 shares; 2025Q4: 47,740 shares 47,740 $2.31M 0.05% 0 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: 18,399 shares; 2024Q4: 23,944 shares; 2025Q1: 25,141 shares; 2025Q2: 25,680 shares; 2025Q3: 21,753 shares; 2025Q4: 27,346 shares 27,346 $2.3M 0.05% +5,593 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: not reported; 2024Q4: not reported; 2025Q1: 7,660 shares; 2025Q2: 19,483 shares; 2025Q3: 77,256 shares; 2025Q4: 42,780 shares 42,780 $2.3M 0.05% -34,476 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: 4,039 shares; 2024Q4: not reported; 2025Q1: 2,869 shares; 2025Q2: 3,143 shares; 2025Q3: 18,577 shares; 2025Q4: 28,854 shares 28,854 $2.29M 0.05% +10,277 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 3 shares 3 $2.26M 0.05% +2 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,063 shares; 2025Q2: not reported; 2025Q3: 108,810 shares; 2025Q4: 103,802 shares 103,802 $2.24M 0.05% -5,008 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: 1,312 shares; 2024Q4: 1,094 shares; 2025Q1: 1,635 shares; 2025Q2: 2,586 shares; 2025Q3: 3,713 shares; 2025Q4: 3,913 shares 3,913 $2.23M 0.05% +200 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,005 shares; 2025Q2: 32,942 shares; 2025Q3: 27,478 shares; 2025Q4: 29,164 shares 29,164 $2.23M 0.05% +1,686 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: 4,534 shares; 2024Q4: 4,001 shares; 2025Q1: 7,808 shares; 2025Q2: 10,333 shares; 2025Q3: 12,336 shares; 2025Q4: 21,005 shares 21,005 $2.22M 0.05% +8,669 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 928 shares; 2025Q1: 979 shares; 2025Q2: 5,031 shares; 2025Q3: 5,255 shares; 2025Q4: 4,880 shares 4,880 $2.21M 0.05% -375 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: 971 shares; 2024Q4: 831 shares; 2025Q1: 1,495 shares; 2025Q2: 1,945 shares; 2025Q3: 1,893 shares; 2025Q4: 4,557 shares 4,557 $2.2M 0.05% +2,664 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: 19,257 shares; 2024Q4: 18,682 shares; 2025Q1: 19,036 shares; 2025Q2: 22,495 shares; 2025Q3: 24,447 shares; 2025Q4: 40,646 shares 40,646 $2.19M 0.05% +16,199 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: 4,592 shares; 2024Q4: 5,962 shares; 2025Q1: 19,036 shares; 2025Q2: 18,676 shares; 2025Q3: 20,372 shares; 2025Q4: 21,908 shares 21,908 $2.19M 0.05% +1,536 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: 13,065 shares; 2024Q4: 4,607 shares; 2025Q1: 12,689 shares; 2025Q2: 14,638 shares; 2025Q3: 15,690 shares; 2025Q4: 19,205 shares 19,205 $2.18M 0.05% +3,515 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,312 shares; 2025Q1: 7,239 shares; 2025Q2: 5,105 shares; 2025Q3: 8,386 shares; 2025Q4: 9,957 shares 9,957 $2.13M 0.05% +1,571 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: 11,049 shares; 2024Q4: 12,349 shares; 2025Q1: 13,208 shares; 2025Q2: 14,110 shares; 2025Q3: 24,876 shares; 2025Q4: 24,879 shares 24,879 $2.13M 0.05% +3 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: 9,456 shares; 2024Q4: 9,531 shares; 2025Q1: 9,685 shares; 2025Q2: 10,146 shares; 2025Q3: 12,128 shares; 2025Q4: 17,327 shares 17,327 $2.13M 0.05% +5,199 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,423 shares; 2025Q2: 28,568 shares; 2025Q3: 13,226 shares; 2025Q4: 25,976 shares 25,976 $2.11M 0.05% +12,750 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,323 shares 34,323 $2.1M 0.05% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,629 shares; 2025Q2: 9,728 shares; 2025Q3: 9,374 shares; 2025Q4: 9,905 shares 9,905 $2.1M 0.05% +531 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: 4,923 shares; 2024Q4: 5,412 shares; 2025Q1: 6,834 shares; 2025Q2: 7,970 shares; 2025Q3: 9,247 shares; 2025Q4: 11,797 shares 11,797 $2.09M 0.05% +2,550 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: 7,677 shares; 2024Q4: 7,743 shares; 2025Q1: 10,783 shares; 2025Q2: 14,167 shares; 2025Q3: 18,510 shares; 2025Q4: 22,420 shares 22,420 $2.09M 0.05% +3,910 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: 5,526 shares; 2024Q4: 5,895 shares; 2025Q1: 7,213 shares; 2025Q2: 7,867 shares; 2025Q3: 10,739 shares; 2025Q4: 23,581 shares 23,581 $2.06M 0.05% +12,842 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 649 shares; 2025Q2: 1,240 shares; 2025Q3: 1,676 shares; 2025Q4: 2,336 shares 2,336 $2.05M 0.05% +660 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: not reported; 2024Q4: not reported; 2025Q1: 7,565 shares; 2025Q2: 8,995 shares; 2025Q3: 41,621 shares; 2025Q4: 40,874 shares 40,874 $2.04M 0.05% -747 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: 15,175 shares; 2024Q4: 15,206 shares; 2025Q1: 15,545 shares; 2025Q2: 18,757 shares; 2025Q3: 18,031 shares; 2025Q4: 19,421 shares 19,421 $2.04M 0.05% +1,390 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: 789 shares; 2024Q4: 945 shares; 2025Q1: 1,177 shares; 2025Q2: 2,102 shares; 2025Q3: 2,765 shares; 2025Q4: 5,512 shares 5,512 $2.04M 0.05% +2,747 Timeline PFF 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: 5,724 shares; 2025Q2: 37,980 shares; 2025Q3: 7,164 shares; 2025Q4: 65,525 shares 65,525 $2.03M 0.05% +58,361 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: 1,985 shares; 2025Q3: 2,355 shares; 2025Q4: 12,419 shares 12,419 $2.03M 0.05% +10,064 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 2,599 shares; 2025Q3: 2,566 shares; 2025Q4: 10,108 shares 10,108 $2.02M 0.05% +7,542 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: 5,839 shares; 2025Q2: 6,165 shares; 2025Q3: 9,464 shares; 2025Q4: 20,988 shares 20,988 $2.02M 0.05% +11,524 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,513 shares 39,513 $1.98M 0.04% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 55,400 shares; 2025Q3: 55,400 shares; 2025Q4: 55,400 shares 55,400 $1.97M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 782 shares; 2025Q3: 687 shares; 2025Q4: 7,895 shares 7,895 $1.95M 0.04% +7,208 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 54,972 shares 54,972 $1.94M 0.04% new Timeline IX ORIX CORP More: the full row for ORIX 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: 1,195 shares; 2025Q3: 77,707 shares; 2025Q4: 66,186 shares 66,186 $1.93M 0.04% -11,521 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: 15,740 shares; 2024Q4: 12,723 shares; 2025Q1: 36,270 shares; 2025Q2: 49,125 shares; 2025Q3: 43,485 shares; 2025Q4: 52,171 shares 52,171 $1.93M 0.04% +8,686 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: 2,285 shares; 2024Q4: 529 shares; 2025Q1: 682 shares; 2025Q2: 1,786 shares; 2025Q3: 2,438 shares; 2025Q4: 2,337 shares 2,337 $1.92M 0.04% -101 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,819 shares; 2025Q2: 83,458 shares; 2025Q3: 71,453 shares; 2025Q4: 72,419 shares 72,419 $1.91M 0.04% +966 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 3,988 shares; 2025Q3: 8,796 shares; 2025Q4: 10,196 shares 10,196 $1.9M 0.04% +1,400 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: 1,257 shares; 2024Q4: 1,423 shares; 2025Q1: 6,649 shares; 2025Q2: 7,963 shares; 2025Q3: 7,845 shares; 2025Q4: 9,684 shares 9,684 $1.89M 0.04% +1,839 Timeline SUB 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: 406 shares; 2025Q2: 1,410 shares; 2025Q3: 1,498 shares; 2025Q4: 17,685 shares 17,685 $1.89M 0.04% +16,187 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: 3,405 shares; 2025Q3: 3,958 shares; 2025Q4: 7,294 shares 7,294 $1.87M 0.04% +3,336 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: 1,080 shares; 2024Q4: 947 shares; 2025Q1: 1,809 shares; 2025Q2: 3,040 shares; 2025Q3: 3,340 shares; 2025Q4: 12,163 shares 12,163 $1.86M 0.04% +8,823 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: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 3,158 shares; 2025Q3: 3,158 shares; 2025Q4: 13,478 shares 13,478 $1.84M 0.04% +10,320 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: not reported; 2024Q4: not reported; 2025Q1: 1,763 shares; 2025Q2: 7,502 shares; 2025Q3: 7,748 shares; 2025Q4: 18,819 shares 18,819 $1.81M 0.04% +11,071 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 16,093 shares; 2025Q3: 51,740 shares; 2025Q4: 46,740 shares 46,740 $1.8M 0.04% -5,000 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,406 shares; 2025Q3: 9,657 shares; 2025Q4: 9,728 shares 9,728 $1.8M 0.04% +71 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 859 shares; 2025Q1: 2,158 shares; 2025Q2: 1,958 shares; 2025Q3: 2,574 shares; 2025Q4: 6,535 shares 6,535 $1.8M 0.04% +3,961 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: not reported; 2024Q4: not reported; 2025Q1: 11,611 shares; 2025Q2: 13,007 shares; 2025Q3: 20,162 shares; 2025Q4: 25,637 shares 25,637 $1.79M 0.04% +5,475 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 160,000 shares; 2025Q3: 160,000 shares; 2025Q4: 175,800 shares 175,800 $1.76M 0.04% +15,800 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: not reported; 2024Q4: not reported; 2025Q1: 72,555 shares; 2025Q2: 24,547 shares; 2025Q3: 25,150 shares; 2025Q4: 25,155 shares 25,155 $1.75M 0.04% +5 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,550 shares; 2024Q4: 58,550 shares; 2025Q1: 78,980 shares; 2025Q2: 93,980 shares; 2025Q3: 93,030 shares; 2025Q4: 130,962 shares 130,962 $1.74M 0.04% +37,932 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: not reported; 2024Q4: not reported; 2025Q1: 3,491 shares; 2025Q2: 5,242 shares; 2025Q3: 4,578 shares; 2025Q4: 4,964 shares 4,964 $1.74M 0.04% +386 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,354 shares; 2025Q2: 19,858 shares; 2025Q3: 19,115 shares; 2025Q4: 37,817 shares 37,817 $1.71M 0.04% +18,702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,358 shares; 2025Q3: 23,916 shares; 2025Q4: 23,901 shares 23,901 $1.7M 0.04% -15 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: 433 shares; 2024Q4: 451 shares; 2025Q1: 774 shares; 2025Q2: 1,088 shares; 2025Q3: 1,179 shares; 2025Q4: 3,003 shares 3,003 $1.7M 0.04% +1,824 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 10,406 shares 10,406 $1.69M 0.04% +9,242 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: 350 shares; 2024Q4: 1,626 shares; 2025Q1: 5,566 shares; 2025Q2: 4,135 shares; 2025Q3: 2,797 shares; 2025Q4: 2,915 shares 2,915 $1.69M 0.04% +118 Timeline TESLA INC 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: 13 shares; 2024Q4: 138 shares; 2025Q1: 165 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 174 shares 174 $1.67M 0.04% -10 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: not reported; 2024Q4: not reported; 2025Q1: 1,984 shares; 2025Q2: 2,539 shares; 2025Q3: 3,502 shares; 2025Q4: 7,145 shares 7,145 $1.65M 0.04% +3,643 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: not reported; 2024Q4: not reported; 2025Q1: 731 shares; 2025Q2: 18,206 shares; 2025Q3: 18,620 shares; 2025Q4: 18,622 shares 18,622 $1.65M 0.04% +2 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,300 shares; 2025Q2: 74,771 shares; 2025Q3: 73,075 shares; 2025Q4: 72,262 shares 72,262 $1.64M 0.04% -813 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 7,641 shares; 2025Q4: 10,145 shares 10,145 $1.63M 0.04% +2,504 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: not reported; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: 15,077 shares; 2025Q3: 15,078 shares; 2025Q4: 15,191 shares 15,191 $1.63M 0.04% +113 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 82,599 shares 82,599 $1.61M 0.04% new 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: 4,363 shares; 2024Q4: 4,164 shares; 2025Q1: 5,028 shares; 2025Q2: 5,553 shares; 2025Q3: 5,751 shares; 2025Q4: 6,108 shares 6,108 $1.6M 0.04% +357 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,967 shares; 2025Q2: 10,233 shares; 2025Q3: 14,683 shares; 2025Q4: 23,831 shares 23,831 $1.59M 0.04% +9,148 TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES 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: 41,565 shares; 2025Q3: 41,565 shares; 2025Q4: 41,565 shares 41,565 $1.58M 0.04% 0 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: 1,240 shares; 2025Q3: 7,472 shares; 2025Q4: 21,972 shares 21,972 $1.57M 0.04% +14,500 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: 4,209 shares; 2025Q2: 4,756 shares; 2025Q3: 5,684 shares; 2025Q4: 13,080 shares 13,080 $1.57M 0.04% +7,396 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: 12,231 shares; 2024Q4: 12,566 shares; 2025Q1: 14,095 shares; 2025Q2: 15,563 shares; 2025Q3: 19,069 shares; 2025Q4: 18,958 shares 18,958 $1.55M 0.03% -111 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 12,353 shares; 2025Q3: 13,647 shares; 2025Q4: 16,981 shares 16,981 $1.55M 0.03% +3,334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,771 shares; 2025Q3: 2,207 shares; 2025Q4: 5,532 shares 5,532 $1.53M 0.03% +3,325 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 34,183 shares; 2025Q3: 52,746 shares; 2025Q4: 59,046 shares 59,046 $1.52M 0.03% +6,300 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,522 shares; 2025Q1: 4,864 shares; 2025Q2: 4,901 shares; 2025Q3: 5,674 shares; 2025Q4: 8,136 shares 8,136 $1.51M 0.03% +2,462 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: 333 shares; 2025Q2: 1,087 shares; 2025Q3: 1,480 shares; 2025Q4: 6,216 shares 6,216 $1.51M 0.03% +4,736 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,457 shares; 2025Q2: 22,457 shares; 2025Q3: 21,757 shares; 2025Q4: 21,757 shares 21,757 $1.48M 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,094 shares; 2025Q3: 8,304 shares; 2025Q4: 9,554 shares 9,554 $1.47M 0.03% +1,250 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: not reported; 2025Q2: 3,214 shares; 2025Q3: 4,400 shares; 2025Q4: 6,422 shares 6,422 $1.45M 0.03% +2,022 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: 4,634 shares; 2024Q4: 2,114 shares; 2025Q1: 2,412 shares; 2025Q2: 2,839 shares; 2025Q3: 2,920 shares; 2025Q4: 3,115 shares 3,115 $1.45M 0.03% +195 Timeline NVIDIA CORPORATION 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: 50 shares; 2024Q4: 75 shares; 2025Q1: 50 shares; 2025Q2: 515 shares; 2025Q3: 480 shares; 2025Q4: 360 shares 360 $1.44M 0.03% -120 MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,467 shares; 2024Q4: 24,519 shares; 2025Q1: 24,643 shares; 2025Q2: 29,119 shares; 2025Q3: 40,665 shares; 2025Q4: 39,741 shares 39,741 $1.44M 0.03% -924 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: not reported; 2025Q1: 32,196 shares; 2025Q2: 58,636 shares; 2025Q3: 57,560 shares; 2025Q4: 57,969 shares 57,969 $1.42M 0.03% +409 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,733 shares; 2025Q3: 132,575 shares; 2025Q4: 119,953 shares 119,953 $1.41M 0.03% -12,622 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 21,441 shares 21,441 $1.4M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,010 shares; 2025Q2: 3,589 shares; 2025Q3: 3,944 shares; 2025Q4: 8,034 shares 8,034 $1.39M 0.03% +4,090 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: not reported; 2024Q4: not reported; 2025Q1: 6,281 shares; 2025Q2: 6,123 shares; 2025Q3: 14,285 shares; 2025Q4: 18,804 shares 18,804 $1.38M 0.03% +4,519 Timeline ITB 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: 877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,128 shares 14,128 $1.36M 0.03% new Timeline RPG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,070 shares 29,070 $1.36M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 1,064 shares; 2025Q4: 1,110 shares 1,110 $1.35M 0.03% +46 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: 16,089 shares; 2024Q4: 20,356 shares; 2025Q1: 21,489 shares; 2025Q2: 22,077 shares; 2025Q3: 22,481 shares; 2025Q4: 25,245 shares 25,245 $1.35M 0.03% +2,764 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 3,153 shares; 2025Q4: 3,995 shares 3,995 $1.35M 0.03% +842 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: 3,895 shares; 2024Q4: 3,632 shares; 2025Q1: 9,766 shares; 2025Q2: 6,835 shares; 2025Q3: 5,205 shares; 2025Q4: 5,868 shares 5,868 $1.34M 0.03% +663 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,397 shares; 2024Q4: 62,194 shares; 2025Q1: 68,604 shares; 2025Q2: 71,790 shares; 2025Q3: 82,221 shares; 2025Q4: 101,542 shares 101,542 $1.33M 0.03% +19,321 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: not reported; 2024Q4: not reported; 2025Q1: 1,709 shares; 2025Q2: 6,284 shares; 2025Q3: 6,286 shares; 2025Q4: 6,324 shares 6,324 $1.33M 0.03% +38 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: not reported; 2024Q4: not reported; 2025Q1: 999 shares; 2025Q2: 1,086 shares; 2025Q3: 2,795 shares; 2025Q4: 4,387 shares 4,387 $1.33M 0.03% +1,592 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,947 shares; 2025Q3: 3,366 shares; 2025Q4: 5,281 shares 5,281 $1.32M 0.03% +1,915 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: not reported; 2024Q4: not reported; 2025Q1: 20,338 shares; 2025Q2: 31,964 shares; 2025Q3: 34,423 shares; 2025Q4: 26,617 shares 26,617 $1.32M 0.03% -7,806 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 11,041 shares; 2025Q1: 10,377 shares; 2025Q2: 9,332 shares; 2025Q3: 9,328 shares; 2025Q4: 9,286 shares 9,286 $1.32M 0.03% -42 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,688 shares; 2025Q2: 8,024 shares; 2025Q3: 14,230 shares; 2025Q4: 14,252 shares 14,252 $1.31M 0.03% +22 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,773 shares; 2025Q2: 1,934 shares; 2025Q3: 1,751 shares; 2025Q4: 2,621 shares 2,621 $1.29M 0.03% +870 Timeline PRN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,327 shares 7,327 $1.28M 0.03% new 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: 399 shares; 2024Q4: not reported; 2025Q1: 855 shares; 2025Q2: 1,984 shares; 2025Q3: 1,925 shares; 2025Q4: 2,440 shares 2,440 $1.28M 0.03% +515 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: 4,454 shares; 2024Q4: 4,408 shares; 2025Q1: 6,919 shares; 2025Q2: 8,506 shares; 2025Q3: 9,610 shares; 2025Q4: 16,117 shares 16,117 $1.27M 0.03% +6,507 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: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 1,059 shares; 2025Q3: 1,052 shares; 2025Q4: 2,625 shares 2,625 $1.26M 0.03% +1,573 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 2,562 shares; 2025Q3: not reported; 2025Q4: 16,317 shares 16,317 $1.26M 0.03% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,782 shares; 2025Q3: 6,091 shares; 2025Q4: 6,045 shares 6,045 $1.25M 0.03% -46 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: not reported; 2025Q3: not reported; 2025Q4: 6,100 shares 6,100 $1.25M 0.03% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 12,815 shares 12,815 $1.24M 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,564 shares; 2025Q1: 3,326 shares; 2025Q2: 4,908 shares; 2025Q3: 4,948 shares; 2025Q4: 5,717 shares 5,717 $1.24M 0.03% +769 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: 18,967 shares 18,967 $1.24M 0.03% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 3,342 shares; 2025Q3: 3,328 shares; 2025Q4: 3,313 shares 3,313 $1.24M 0.03% -15 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,700 shares 7,700 $1.24M 0.03% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 31,155 shares; 2025Q3: 31,326 shares; 2025Q4: 30,616 shares 30,616 $1.24M 0.03% -710 Timeline XT 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: 173,464 shares; 2024Q4: 25,856 shares; 2025Q1: 1,575 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 17,547 shares 17,547 $1.22M 0.03% +15,989 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,758 shares; 2025Q3: 11,570 shares; 2025Q4: 16,452 shares 16,452 $1.22M 0.03% +4,882 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG 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: 4,129 shares; 2025Q3: 31,894 shares; 2025Q4: 26,430 shares 26,430 $1.2M 0.03% -5,464 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 18,441 shares; 2025Q3: 86,099 shares; 2025Q4: 90,918 shares 90,918 $1.2M 0.03% +4,819 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 44,058 shares; 2025Q3: 189,329 shares; 2025Q4: 163,247 shares 163,247 $1.19M 0.03% -26,082 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,550 shares; 2025Q3: 85,581 shares; 2025Q4: 75,114 shares 75,114 $1.19M 0.03% -10,467 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,895 shares 15,895 $1.18M 0.03% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 207 shares; 2025Q2: 858 shares; 2025Q3: 4,985 shares; 2025Q4: 5,515 shares 5,515 $1.18M 0.03% +530 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: not reported; 2024Q4: not reported; 2025Q1: 1,162 shares; 2025Q2: 1,659 shares; 2025Q3: 1,429 shares; 2025Q4: 6,443 shares 6,443 $1.17M 0.03% +5,014 Timeline SAP SAP SE More: the full row for SAP SE 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: 1,602 shares; 2025Q3: 5,447 shares; 2025Q4: 4,826 shares 4,826 $1.17M 0.03% -621 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 11,712 shares; 2025Q3: 54,408 shares; 2025Q4: 45,717 shares 45,717 $1.17M 0.03% -8,691 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: not reported; 2025Q2: 1,899 shares; 2025Q3: 2,086 shares; 2025Q4: 2,990 shares 2,990 $1.16M 0.03% +904 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,471 shares; 2025Q2: 40,380 shares; 2025Q3: 41,869 shares; 2025Q4: 42,099 shares 42,099 $1.16M 0.03% +230 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: 4,248 shares; 2024Q4: 12,744 shares; 2025Q1: 13,029 shares; 2025Q2: 19,217 shares; 2025Q3: 19,218 shares; 2025Q4: 38,541 shares 38,541 $1.16M 0.03% +19,323 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: not reported; 2024Q4: not reported; 2025Q1: 1,477 shares; 2025Q2: 2,043 shares; 2025Q3: 2,133 shares; 2025Q4: 6,595 shares 6,595 $1.16M 0.03% +4,462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,656 shares; 2025Q3: 6,455 shares; 2025Q4: 17,955 shares 17,955 $1.16M 0.03% +11,500 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,001 shares; 2024Q4: 41,119 shares; 2025Q1: 112,079 shares; 2025Q2: 128,147 shares; 2025Q3: 124,232 shares; 2025Q4: 119,435 shares 119,435 $1.16M 0.03% -4,797 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,663 shares 37,663 $1.15M 0.03% new 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: 4,974 shares; 2024Q4: not reported; 2025Q1: 1,916 shares; 2025Q2: 4,782 shares; 2025Q3: 5,967 shares; 2025Q4: 8,902 shares 8,902 $1.15M 0.03% +2,935 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: not reported; 2024Q4: not reported; 2025Q1: 13,379 shares; 2025Q2: 15,821 shares; 2025Q3: 25,636 shares; 2025Q4: 26,239 shares 26,239 $1.15M 0.03% +603 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: 5,309 shares; 2024Q4: 11,851 shares; 2025Q1: 9,975 shares; 2025Q2: 10,607 shares; 2025Q3: 11,716 shares; 2025Q4: 19,613 shares 19,613 $1.14M 0.03% +7,897 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,767 shares; 2025Q3: 638,784 shares; 2025Q4: 638,784 shares 638,784 $1.14M 0.03% 0 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: 5,571 shares; 2025Q1: 7,350 shares; 2025Q2: 5,990 shares; 2025Q3: 6,578 shares; 2025Q4: 12,203 shares 12,203 $1.14M 0.03% +5,625 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: 644 shares; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 1,048 shares; 2025Q3: 1,318 shares; 2025Q4: 3,247 shares 3,247 $1.14M 0.03% +1,929 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: 25,322 shares; 2024Q4: 69,946 shares; 2025Q1: 102,597 shares; 2025Q2: 105,981 shares; 2025Q3: 107,703 shares; 2025Q4: 105,152 shares 105,152 $1.14M 0.03% -2,551 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,473 shares; 2025Q2: 53,863 shares; 2025Q3: 107,289 shares; 2025Q4: 118,108 shares 118,108 $1.14M 0.03% +10,819 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: 5,225 shares; 2024Q4: 5,168 shares; 2025Q1: 6,895 shares; 2025Q2: 6,782 shares; 2025Q3: 8,061 shares; 2025Q4: 8,536 shares 8,536 $1.13M 0.03% +475 Timeline PTF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,685 shares 14,685 $1.12M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 3,338 shares; 2025Q4: 4,346 shares 4,346 $1.12M 0.03% +1,008 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: not reported; 2024Q4: not reported; 2025Q1: 12,231 shares; 2025Q2: 6,810 shares; 2025Q3: 6,803 shares; 2025Q4: 7,459 shares 7,459 $1.11M 0.02% +656 Timeline EOG RES INC 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 400 shares; 2025Q4: 700 shares 700 $1.1M 0.02% +300 AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 347 shares; 2025Q3: 377 shares; 2025Q4: 1,926 shares 1,926 $1.09M 0.02% +1,549 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: 4,061 shares; 2024Q4: 3,464 shares; 2025Q1: 3,460 shares; 2025Q2: 3,647 shares; 2025Q3: 5,406 shares; 2025Q4: 13,853 shares 13,853 $1.09M 0.02% +8,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 11,589 shares 11,589 $1.09M 0.02% +9,231 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,530 shares; 2024Q4: 16,765 shares; 2025Q1: 16,791 shares; 2025Q2: 33,571 shares; 2025Q3: 16,790 shares; 2025Q4: 33,530 shares 33,530 $1.07M 0.02% +16,740 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: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 1,403 shares; 2025Q3: 2,910 shares; 2025Q4: 13,368 shares 13,368 $1.07M 0.02% +10,458 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: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 7,965 shares; 2025Q3: 8,170 shares; 2025Q4: 7,462 shares 7,462 $1.07M 0.02% -708 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 23,584 shares; 2025Q3: 144,264 shares; 2025Q4: 127,194 shares 127,194 $1.07M 0.02% -17,070 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 12,050 shares; 2025Q2: 12,800 shares; 2025Q3: 46,549 shares; 2025Q4: 43,558 shares 43,558 $1.06M 0.02% -2,991 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: 850 shares; 2025Q1: 913 shares; 2025Q2: 1,506 shares; 2025Q3: 2,017 shares; 2025Q4: 3,624 shares 3,624 $1.05M 0.02% +1,607 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: 46 shares; 2025Q1: 73 shares; 2025Q2: 94 shares; 2025Q3: 149 shares; 2025Q4: 196 shares 196 $1.05M 0.02% +47 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,643 shares; 2024Q4: 10,017 shares; 2025Q1: 10,607 shares; 2025Q2: 12,993 shares; 2025Q3: 21,800 shares; 2025Q4: 21,218 shares 21,218 $1.05M 0.02% -582 Timeline HDEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,261 shares; 2025Q3: 44,436 shares; 2025Q4: 33,261 shares 33,261 $1.03M 0.02% -11,175 Timeline PFI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,847 shares 17,847 $1.03M 0.02% new 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: 6,242 shares; 2024Q4: 6,242 shares; 2025Q1: 6,260 shares; 2025Q2: 6,557 shares; 2025Q3: 7,280 shares; 2025Q4: 7,986 shares 7,986 $1.02M 0.02% +706 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,447 shares; 2025Q3: 59,818 shares; 2025Q4: 62,298 shares 62,298 $1.02M 0.02% +2,480 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: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 12,312 shares; 2025Q3: 12,313 shares; 2025Q4: 9,468 shares 9,468 $1.01M 0.02% -2,845 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 3,090 shares; 2025Q1: 3,347 shares; 2025Q2: 3,257 shares; 2025Q3: 3,711 shares; 2025Q4: 4,829 shares 4,829 $1.01M 0.02% +1,118 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: 1,260 shares; 2025Q2: 3,763 shares; 2025Q3: 4,019 shares; 2025Q4: 5,476 shares 5,476 $1.01M 0.02% +1,457 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,532 shares; 2025Q3: 39,353 shares; 2025Q4: 34,114 shares 34,114 $1.01M 0.02% -5,239 Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 6,347 shares; 2025Q3: 39,806 shares; 2025Q4: 35,915 shares 35,915 $1.01M 0.02% -3,891 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,198 shares; 2025Q2: 2,900 shares; 2025Q3: 2,910 shares; 2025Q4: 13,633 shares 13,633 $1M 0.02% +10,723 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 768 shares; 2025Q3: 1,071 shares; 2025Q4: 2,850 shares 2,850 $999K 0.02% +1,779 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,075 shares; 2025Q3: 130 shares; 2025Q4: 15,400 shares 15,400 $998K 0.02% +15,270 Timeline PEZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,489 shares 9,489 $986K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 997 shares; 2025Q2: 1,634 shares; 2025Q3: 2,529 shares; 2025Q4: 2,303 shares 2,303 $982K 0.02% -226 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,472 shares; 2025Q4: 16,591 shares 16,591 $972K 0.02% +14,119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,936 shares; 2025Q3: 21,836 shares; 2025Q4: 35,349 shares 35,349 $972K 0.02% +13,513 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 21,118 shares 21,118 $964K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 23,953 shares; 2025Q2: 23,478 shares; 2025Q3: 21,664 shares; 2025Q4: 19,030 shares 19,030 $956K 0.02% -2,634 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,750 shares; 2025Q2: 3,161 shares; 2025Q3: 5,065 shares; 2025Q4: 16,602 shares 16,602 $954K 0.02% +11,537 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 7,744 shares; 2025Q3: 5,687 shares; 2025Q4: 9,219 shares 9,219 $949K 0.02% +3,532 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,249 shares 4,249 $946K 0.02% new Timeline PGX 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: 83,483 shares; 2025Q2: 83,483 shares; 2025Q3: 83,483 shares; 2025Q4: 83,983 shares 83,983 $944K 0.02% +500 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 583 shares; 2025Q3: 4,618 shares; 2025Q4: 5,516 shares 5,516 $940K 0.02% +898 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 230 shares; 2025Q2: 468 shares; 2025Q3: 2,111 shares; 2025Q4: 7,264 shares 7,264 $937K 0.02% +5,153 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,817 shares 57,817 $936K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 758 shares; 2025Q3: 895 shares; 2025Q4: 925 shares 925 $933K 0.02% +30 Timeline XBI 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: 8 shares; 2025Q2: 540 shares; 2025Q3: 440 shares; 2025Q4: 7,650 shares 7,650 $933K 0.02% +7,210 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 921 shares; 2025Q3: 17,335 shares; 2025Q4: 15,418 shares 15,418 $931K 0.02% -1,917 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: 3,198 shares; 2025Q4: 7,437 shares 7,437 $931K 0.02% +4,239 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: not reported; 2024Q4: not reported; 2025Q1: 2,112 shares; 2025Q2: 2,343 shares; 2025Q3: 6,063 shares; 2025Q4: 19,916 shares 19,916 $926K 0.02% +13,853 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,240 shares; 2025Q2: 2,460 shares; 2025Q3: 2,903 shares; 2025Q4: 3,579 shares 3,579 $925K 0.02% +676 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: 6,111 shares; 2025Q4: 7,860 shares 7,860 $924K 0.02% +1,749 Timeline VRP 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: 32,202 shares; 2025Q2: 32,202 shares; 2025Q3: 25,515 shares; 2025Q4: 37,800 shares 37,800 $920K 0.02% +12,285 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 952 shares; 2025Q3: 962 shares; 2025Q4: 3,538 shares 3,538 $918K 0.02% +2,576 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: 2,591 shares; 2025Q4: 5,328 shares 5,328 $918K 0.02% +2,737 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: 5,869 shares; 2024Q4: 5,099 shares; 2025Q1: 7,293 shares; 2025Q2: 7,665 shares; 2025Q3: 6,104 shares; 2025Q4: 8,167 shares 8,167 $916K 0.02% +2,063 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: 3,515 shares; 2025Q3: 8,500 shares; 2025Q4: 38,029 shares 38,029 $913K 0.02% +29,529 Timeline ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162,413 shares; 2025Q2: 249,848 shares; 2025Q3: 250,390 shares; 2025Q4: 235,168 shares 235,168 $912K 0.02% -15,222 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: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 5,470 shares; 2025Q3: 5,471 shares; 2025Q4: 7,069 shares 7,069 $911K 0.02% +1,598 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: not reported; 2024Q4: not reported; 2025Q1: 844 shares; 2025Q2: 2,917 shares; 2025Q3: 3,816 shares; 2025Q4: 3,567 shares 3,567 $884K 0.02% -249 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 3,280 shares; 2025Q3: 7,989 shares; 2025Q4: 8,895 shares 8,895 $883K 0.02% +906 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 2,756 shares; 2025Q3: 11,526 shares; 2025Q4: 10,991 shares 10,991 $865K 0.02% -535 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,134 shares; 2025Q3: 10,403 shares; 2025Q4: 23,676 shares 23,676 $862K 0.02% +13,273 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: not reported; 2025Q2: 4,153 shares; 2025Q3: 10,221 shares; 2025Q4: 10,563 shares 10,563 $859K 0.02% +342 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: 1,248 shares; 2024Q4: 1,485 shares; 2025Q1: 1,338 shares; 2025Q2: 1,538 shares; 2025Q3: 2,312 shares; 2025Q4: 2,862 shares 2,862 $847K 0.02% +550 Timeline PPL PPL CORP More: the full row for PPL 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: 5,728 shares; 2025Q3: 22,787 shares; 2025Q4: 23,895 shares 23,895 $842K 0.02% +1,108 Timeline E ENI SPA More: the full row for ENI SPA 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: 575 shares; 2025Q3: 25,113 shares; 2025Q4: 21,931 shares 21,931 $832K 0.02% -3,182 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 2,077 shares; 2025Q3: 21,050 shares; 2025Q4: 17,958 shares 17,958 $832K 0.02% -3,092 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,160 shares; 2025Q2: 5,300 shares; 2025Q3: 7,298 shares; 2025Q4: 11,261 shares 11,261 $830K 0.02% +3,963 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,538 shares; 2025Q2: 49,100 shares; 2025Q3: 45,512 shares; 2025Q4: 40,948 shares 40,948 $828K 0.02% -4,564 Timeline FPE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,465 shares 45,465 $828K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,130 shares; 2025Q1: 3,206 shares; 2025Q2: 3,263 shares; 2025Q3: 3,463 shares; 2025Q4: 3,627 shares 3,627 $827K 0.02% +164 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,553 shares; 2025Q2: 102,959 shares; 2025Q3: 106,866 shares; 2025Q4: 101,834 shares 101,834 $826K 0.02% -5,032 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,945 shares; 2025Q2: 30,522 shares; 2025Q3: 25,272 shares; 2025Q4: 25,272 shares 25,272 $823K 0.02% 0 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: 10,786 shares; 2024Q4: 12,039 shares; 2025Q1: 17,978 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,232 shares 21,232 $820K 0.02% new Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,863 shares; 2025Q2: 75,100 shares; 2025Q3: 73,684 shares; 2025Q4: 69,732 shares 69,732 $817K 0.02% -3,952 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,680 shares 20,680 $815K 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 2,192 shares; 2025Q3: 3,209 shares; 2025Q4: 3,558 shares 3,558 $809K 0.02% +349 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 4,835 shares; 2025Q3: 38,801 shares; 2025Q4: 34,532 shares 34,532 $805K 0.02% -4,269 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,322 shares; 2025Q3: 30,641 shares; 2025Q4: 41,512 shares 41,512 $804K 0.02% +10,871 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,386 shares; 2024Q4: 11,466 shares; 2025Q1: 10,837 shares; 2025Q2: 10,117 shares; 2025Q3: 9,844 shares; 2025Q4: 12,608 shares 12,608 $803K 0.02% +2,764 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 925 shares; 2025Q3: 1,440 shares; 2025Q4: 4,597 shares 4,597 $798K 0.02% +3,157 Timeline IBB 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: 603 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 826 shares; 2025Q3: 827 shares; 2025Q4: 4,718 shares 4,718 $796K 0.02% +3,891 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,815 shares 8,815 $793K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,378 shares; 2025Q3: 2,537 shares; 2025Q4: 2,838 shares 2,838 $791K 0.02% +301 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,571 shares; 2025Q2: 1,944 shares; 2025Q3: 2,381 shares; 2025Q4: 3,746 shares 3,746 $782K 0.02% +1,365 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: not reported; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 487 shares; 2025Q3: 1,029 shares; 2025Q4: 7,642 shares 7,642 $781K 0.02% +6,613 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: not reported; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 8,562 shares; 2025Q3: 8,099 shares; 2025Q4: 8,109 shares 8,109 $781K 0.02% +10 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 5,715 shares; 2025Q2: 5,301 shares; 2025Q3: 6,096 shares; 2025Q4: 9,934 shares 9,934 $778K 0.02% +3,838 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 2,572 shares 2,572 $775K 0.02% +1,898 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,258 shares; 2025Q1: 6,360 shares; 2025Q2: 7,309 shares; 2025Q3: 6,921 shares; 2025Q4: 13,740 shares 13,740 $775K 0.02% +6,819 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,193 shares; 2025Q1: 8,390 shares; 2025Q2: 12,223 shares; 2025Q3: 10,922 shares; 2025Q4: 14,648 shares 14,648 $774K 0.02% +3,726 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,651 shares; 2025Q2: 39,483 shares; 2025Q3: 39,504 shares; 2025Q4: 37,149 shares 37,149 $772K 0.02% -2,355 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: 10,768 shares; 2025Q3: 12,277 shares; 2025Q4: 23,804 shares 23,804 $769K 0.02% +11,527 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,275 shares; 2025Q3: 18,821 shares; 2025Q4: 17,604 shares 17,604 $767K 0.02% -1,217 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,171 shares; 2025Q3: 11,823 shares; 2025Q4: 60,970 shares 60,970 $759K 0.02% +49,147 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: not reported; 2024Q4: 17,340 shares; 2025Q1: 32,889 shares; 2025Q2: 24,390 shares; 2025Q3: 26,419 shares; 2025Q4: 25,363 shares 25,363 $758K 0.02% -1,056 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,141 shares; 2025Q2: 43,352 shares; 2025Q3: 43,085 shares; 2025Q4: 39,738 shares 39,738 $753K 0.02% -3,347 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 3,822 shares; 2025Q3: 14,417 shares; 2025Q4: 11,731 shares 11,731 $751K 0.02% -2,686 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: 2,841 shares; 2024Q4: 2,318 shares; 2025Q1: 2,395 shares; 2025Q2: 2,754 shares; 2025Q3: 2,796 shares; 2025Q4: 3,256 shares 3,256 $742K 0.02% +460 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 15,912 shares; 2025Q3: 38,312 shares; 2025Q4: 38,333 shares 38,333 $741K 0.02% +21 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: 5,286 shares; 2024Q4: 1,580 shares; 2025Q1: 1,635 shares; 2025Q2: 2,067 shares; 2025Q3: 1,787 shares; 2025Q4: 3,398 shares 3,398 $740K 0.02% +1,611 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,599 shares; 2025Q2: 52,287 shares; 2025Q3: 51,593 shares; 2025Q4: 67,404 shares 67,404 $740K 0.02% +15,811 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 13,574 shares; 2025Q2: 11,788 shares; 2025Q3: 16,576 shares; 2025Q4: 26,517 shares 26,517 $737K 0.02% +9,941 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 705 shares; 2025Q4: 2,075 shares 2,075 $733K 0.02% +1,370 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: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 556 shares; 2025Q3: 536 shares; 2025Q4: 1,209 shares 1,209 $729K 0.02% +673 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,119 shares; 2025Q2: 1,991 shares; 2025Q3: 2,159 shares; 2025Q4: 3,607 shares 3,607 $727K 0.02% +1,448 Timeline PDN 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 295 shares; 2025Q2: 17,176 shares; 2025Q3: 17,218 shares; 2025Q4: 17,218 shares 17,218 $726K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 1,223 shares; 2025Q3: 1,229 shares; 2025Q4: 4,062 shares 4,062 $720K 0.02% +2,833 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS 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: 12,100 shares; 2025Q3: 10,100 shares; 2025Q4: 8,750 shares 8,750 $716K 0.02% -1,350 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,433 shares; 2025Q2: 5,433 shares; 2025Q3: 5,458 shares; 2025Q4: 5,057 shares 5,057 $714K 0.02% -401 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: 4,695 shares; 2025Q4: 8,163 shares 8,163 $712K 0.02% +3,468 Timeline EXC EXELON CORP More: the full row for EXELON 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: 2,221 shares; 2025Q3: 13,127 shares; 2025Q4: 16,321 shares 16,321 $711K 0.02% +3,194 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: 2,176 shares; 2024Q4: 2,274 shares; 2025Q1: 2,380 shares; 2025Q2: 1,725 shares; 2025Q3: 1,714 shares; 2025Q4: 1,971 shares 1,971 $710K 0.02% +257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: not reported; 2025Q4: 6,280 shares 6,280 $709K 0.02% new 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: not reported; 2024Q4: 839 shares; 2025Q1: 926 shares; 2025Q2: 965 shares; 2025Q3: 1,148 shares; 2025Q4: 1,388 shares 1,388 $708K 0.02% +240 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV 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: 734 shares; 2025Q3: 5,067 shares; 2025Q4: 4,923 shares 4,923 $708K 0.02% -144 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,697 shares; 2024Q4: 76,764 shares; 2025Q1: 89,765 shares; 2025Q2: 58,550 shares; 2025Q3: 49,366 shares; 2025Q4: 40,241 shares 40,241 $703K 0.02% -9,125 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: not reported; 2025Q2: 39,943 shares; 2025Q3: 47,003 shares; 2025Q4: 86,379 shares 86,379 $701K 0.02% +39,376 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: not reported; 2024Q4: not reported; 2025Q1: 1,180 shares; 2025Q2: 3,377 shares; 2025Q3: 3,262 shares; 2025Q4: 4,832 shares 4,832 $694K 0.02% +1,570 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,065 shares; 2025Q2: 30,792 shares; 2025Q3: 30,606 shares; 2025Q4: 28,713 shares 28,713 $692K 0.02% -1,893 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 806 shares; 2025Q4: 2,522 shares 2,522 $689K 0.02% +1,716 Timeline