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: 9,285 shares; 2025Q2: 199,365 shares; 2025Q3: 198,336 shares; 2025Q4: 193,159 shares 193,159 $48.9M 5.35% -5,177 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,787 shares; 2024Q4: 456,696 shares; 2025Q1: 645,388 shares; 2025Q2: 1,058,660 shares; 2025Q3: 968,781 shares; 2025Q4: 1,002,268 shares 1,002,268 $44.2M 4.83% +33,487 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,719 shares; 2024Q4: 220,444 shares; 2025Q1: 32,796 shares; 2025Q2: 435,897 shares; 2025Q3: 380,108 shares; 2025Q4: 381,591 shares 381,591 $39.1M 4.28% +1,483 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,069 shares; 2024Q4: 814,120 shares; 2025Q1: 823,945 shares; 2025Q2: 954,525 shares; 2025Q3: 964,747 shares; 2025Q4: 964,057 shares 964,057 $34M 3.73% -690 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 394,632 shares; 2025Q2: 359,042 shares; 2025Q3: 640,169 shares; 2025Q4: 624,486 shares 624,486 $30.9M 3.38% -15,683 Timeline SCHP 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: 353,875 shares; 2024Q4: 714,017 shares; 2025Q1: 1,433,926 shares; 2025Q2: 985,041 shares; 2025Q3: 1,009,579 shares; 2025Q4: 1,037,771 shares 1,037,771 $27.5M 3.01% +28,192 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: 105,269 shares; 2024Q4: 104,975 shares; 2025Q1: 104,687 shares; 2025Q2: 94,072 shares; 2025Q3: 95,714 shares; 2025Q4: 95,645 shares 95,645 $26M 2.85% -69 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,851 shares; 2025Q2: not reported; 2025Q3: 290,045 shares; 2025Q4: 345,718 shares 345,718 $25.7M 2.81% +55,673 Timeline EMLP 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: 975,962 shares; 2024Q4: 962,750 shares; 2025Q1: 955,526 shares; 2025Q2: 925,969 shares; 2025Q3: 581,898 shares; 2025Q4: 572,085 shares 572,085 $21.7M 2.37% -9,813 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,675 shares; 2024Q4: 746,474 shares; 2025Q1: 786,676 shares; 2025Q2: 809,137 shares; 2025Q3: 831,705 shares; 2025Q4: 852,979 shares 852,979 $19.1M 2.09% +21,274 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,211 shares; 2024Q4: 243,918 shares; 2025Q1: 836,796 shares; 2025Q2: 819,942 shares; 2025Q3: 840,646 shares; 2025Q4: 853,327 shares 853,327 $18.7M 2.05% +12,681 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,083 shares; 2025Q3: 207,388 shares; 2025Q4: 209,138 shares 209,138 $17.9M 1.95% +1,750 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: 47,916 shares; 2024Q4: 50,285 shares; 2025Q1: 4,115 shares; 2025Q2: 50,724 shares; 2025Q3: 50,765 shares; 2025Q4: 49,333 shares 49,333 $17.8M 1.94% -1,432 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: 46,098 shares; 2024Q4: 28,341 shares; 2025Q1: 27,286 shares; 2025Q2: 76,595 shares; 2025Q3: 124,921 shares; 2025Q4: 142,171 shares 142,171 $17.3M 1.9% +17,250 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,101 shares; 2024Q4: 573,291 shares; 2025Q1: 873,379 shares; 2025Q2: 886,670 shares; 2025Q3: 1,638,344 shares; 2025Q4: 1,688,014 shares 1,688,014 $14.8M 1.62% +49,670 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: 237,804 shares; 2024Q4: 289,498 shares; 2025Q1: 169,455 shares; 2025Q2: 51,371 shares; 2025Q3: 112,159 shares; 2025Q4: 159,389 shares 159,389 $14.6M 1.59% +47,230 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: 33,883 shares; 2024Q4: 27,708 shares; 2025Q1: 25,536 shares; 2025Q2: 30,802 shares; 2025Q3: 31,171 shares; 2025Q4: 30,110 shares 30,110 $14.6M 1.59% -1,061 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 788,477 shares; 2025Q4: 1,213,854 shares 1,213,854 $14.4M 1.58% +425,377 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: 9,586 shares; 2024Q4: 9,577 shares; 2025Q1: 9,568 shares; 2025Q2: 10,481 shares; 2025Q3: 13,802 shares; 2025Q4: 12,693 shares 12,693 $13.6M 1.49% -1,109 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: 76,440 shares; 2024Q4: 77,290 shares; 2025Q1: 65,164 shares; 2025Q2: 63,199 shares; 2025Q3: 55,603 shares; 2025Q4: 55,736 shares 55,736 $12.9M 1.41% +133 Timeline PAVE 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: 240,367 shares; 2025Q3: 245,973 shares; 2025Q4: 247,497 shares 247,497 $11.8M 1.29% +1,524 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,783 shares; 2025Q3: 129,975 shares; 2025Q4: 211,750 shares 211,750 $11M 1.2% +81,775 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: 72,555 shares; 2024Q4: 52,134 shares; 2025Q1: not reported; 2025Q2: 70,377 shares; 2025Q3: not reported; 2025Q4: 165,754 shares 165,754 $10.7M 1.18% new 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: 101,174 shares; 2024Q4: 16,639 shares; 2025Q1: 126,352 shares; 2025Q2: 206,929 shares; 2025Q3: 128,091 shares; 2025Q4: 158,665 shares 158,665 $10.2M 1.12% +30,574 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: 41,394 shares; 2024Q4: 42,798 shares; 2025Q1: 35,992 shares; 2025Q2: 56,759 shares; 2025Q3: 43,737 shares; 2025Q4: 44,165 shares 44,165 $8.24M 0.9% +428 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: 21,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,899 shares 93,899 $7.29M 0.8% new Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,763 shares; 2024Q4: 356,763 shares; 2025Q1: 356,763 shares; 2025Q2: 356,763 shares; 2025Q3: 356,763 shares; 2025Q4: 356,763 shares 356,763 $7.24M 0.79% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,473 shares; 2025Q1: 4,948 shares; 2025Q2: 169,626 shares; 2025Q3: not reported; 2025Q4: 83,815 shares 83,815 $7.06M 0.77% new 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: 32,211 shares; 2024Q4: 31,680 shares; 2025Q1: 22,771 shares; 2025Q2: 24,515 shares; 2025Q3: 25,770 shares; 2025Q4: 21,904 shares 21,904 $6.87M 0.75% -3,866 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,796 shares; 2024Q4: 20,682 shares; 2025Q1: 19,804 shares; 2025Q2: 19,668 shares; 2025Q3: 19,319 shares; 2025Q4: 19,330 shares 19,330 $6.23M 0.68% +11 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: 19,258 shares; 2024Q4: 18,096 shares; 2025Q1: 22,543 shares; 2025Q2: 25,386 shares; 2025Q3: 28,997 shares; 2025Q4: 20,135 shares 20,135 $6.12M 0.67% -8,862 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,295 shares; 2024Q4: 205,019 shares; 2025Q1: 241,853 shares; 2025Q2: 228,517 shares; 2025Q3: 228,377 shares; 2025Q4: 223,610 shares 223,610 $5.87M 0.64% -4,767 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: 19,051 shares; 2024Q4: 18,209 shares; 2025Q1: 16,385 shares; 2025Q2: 17,932 shares; 2025Q3: 25,466 shares; 2025Q4: 25,659 shares 25,659 $5.86M 0.64% +193 Timeline INDA 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: 43,126 shares; 2024Q4: not reported; 2025Q1: 95,275 shares; 2025Q2: 76,904 shares; 2025Q3: not reported; 2025Q4: 105,405 shares 105,405 $5.7M 0.62% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 310,118 shares; 2025Q2: 174,597 shares; 2025Q3: 177,705 shares; 2025Q4: 177,688 shares 177,688 $5.59M 0.61% -17 Timeline ASHR 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: 237,292 shares; 2024Q4: 148,702 shares; 2025Q1: 233,682 shares; 2025Q2: 156,314 shares; 2025Q3: 417,125 shares; 2025Q4: 162,254 shares 162,254 $5.33M 0.58% -254,871 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: 6,913 shares; 2024Q4: 54,469 shares; 2025Q1: 100,426 shares; 2025Q2: 62,467 shares; 2025Q3: 58,096 shares; 2025Q4: 119,517 shares 119,517 $5.1M 0.56% +61,421 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,307 shares; 2025Q4: 33,090 shares 33,090 $5.06M 0.55% +783 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: not reported; 2024Q4: 1,541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,883 shares; 2025Q4: 8,689 shares 8,689 $5.03M 0.55% +2,806 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,624 shares; 2024Q4: 74,307 shares; 2025Q1: 71,303 shares; 2025Q2: 57,365 shares; 2025Q3: 241,994 shares; 2025Q4: 215,678 shares 215,678 $4.99M 0.55% -26,316 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: 2,923 shares; 2025Q1: 2,923 shares; 2025Q2: not reported; 2025Q3: 55,352 shares; 2025Q4: 109,901 shares 109,901 $4.91M 0.54% +54,549 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,632 shares; 2025Q3: 59,360 shares; 2025Q4: 49,090 shares 49,090 $4.77M 0.52% -10,270 Timeline EWZ 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: 129,035 shares; 2025Q2: 132,472 shares; 2025Q3: not reported; 2025Q4: 148,492 shares 148,492 $4.72M 0.52% new Timeline RSPM 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: 129,829 shares 129,829 $4.42M 0.48% new Timeline GBIL 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: 2,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,296 shares; 2025Q3: 90,256 shares; 2025Q4: 44,220 shares 44,220 $4.42M 0.48% -46,036 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: 9,612 shares; 2024Q4: 9,172 shares; 2025Q1: 6,966 shares; 2025Q2: 7,092 shares; 2025Q3: 6,642 shares; 2025Q4: 6,642 shares 6,642 $4.38M 0.48% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,526 shares; 2024Q4: 78,946 shares; 2025Q1: 64,183 shares; 2025Q2: 125,315 shares; 2025Q3: 80,092 shares; 2025Q4: 54,197 shares 54,197 $4.13M 0.45% -25,895 Timeline TAN 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: 47,014 shares; 2024Q4: not reported; 2025Q1: 81,321 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,473 shares 83,473 $4.1M 0.45% new 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: 13,316 shares; 2024Q4: 19,943 shares; 2025Q1: 52,086 shares; 2025Q2: 36,822 shares; 2025Q3: 27,341 shares; 2025Q4: 9,545 shares 9,545 $3.78M 0.41% -17,796 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: 29,283 shares; 2024Q4: 62,446 shares; 2025Q1: 146,497 shares; 2025Q2: 142,895 shares; 2025Q3: 142,859 shares; 2025Q4: 148,069 shares 148,069 $3.56M 0.39% +5,210 Timeline 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,936 shares; 2025Q3: 5,906 shares; 2025Q4: 6,235 shares 6,235 $3.54M 0.39% +329 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: 41,568 shares; 2024Q4: 41,377 shares; 2025Q1: 6,172 shares; 2025Q2: 6,107 shares; 2025Q3: 5,790 shares; 2025Q4: 5,714 shares 5,714 $3.51M 0.38% -76 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: 6,754 shares; 2024Q4: 6,721 shares; 2025Q1: 6,614 shares; 2025Q2: 6,502 shares; 2025Q3: 6,549 shares; 2025Q4: 6,550 shares 6,550 $3.42M 0.37% +1 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: 5,774 shares; 2024Q4: 11,178 shares; 2025Q1: 15,450 shares; 2025Q2: 24,667 shares; 2025Q3: 13,516 shares; 2025Q4: 9,806 shares 9,806 $3.39M 0.37% -3,710 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,455 shares 11,455 $3.26M 0.36% new 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: 28,897 shares; 2024Q4: 26,008 shares; 2025Q1: 25,896 shares; 2025Q2: 25,698 shares; 2025Q3: 25,624 shares; 2025Q4: 25,535 shares 25,535 $3.07M 0.34% -89 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: 4,507 shares; 2024Q4: 4,132 shares; 2025Q1: 3,001 shares; 2025Q2: 10,804 shares; 2025Q3: 5,680 shares; 2025Q4: 13,357 shares 13,357 $3.06M 0.33% +7,677 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: 6,067 shares; 2024Q4: 5,997 shares; 2025Q1: 6,007 shares; 2025Q2: 6,022 shares; 2025Q3: 6,123 shares; 2025Q4: 6,006 shares 6,006 $3.02M 0.33% -117 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,091 shares; 2024Q4: 47,500 shares; 2025Q1: 41,323 shares; 2025Q2: 39,660 shares; 2025Q3: 40,043 shares; 2025Q4: 41,268 shares 41,268 $2.98M 0.33% +1,225 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: 23,717 shares; 2024Q4: 24,685 shares; 2025Q1: 25,043 shares; 2025Q2: 21,422 shares; 2025Q3: 27,237 shares; 2025Q4: 27,949 shares 27,949 $2.94M 0.32% +712 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: 3,530 shares; 2024Q4: 7,190 shares; 2025Q1: 6,990 shares; 2025Q2: 9,441 shares; 2025Q3: 8,624 shares; 2025Q4: 13,510 shares 13,510 $2.93M 0.32% +4,886 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: 3,678 shares; 2024Q4: 3,716 shares; 2025Q1: 3,666 shares; 2025Q2: 3,849 shares; 2025Q3: 3,465 shares; 2025Q4: 18,048 shares 18,048 $2.89M 0.32% +14,583 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: 14,641 shares; 2024Q4: 13,192 shares; 2025Q1: 13,838 shares; 2025Q2: 13,529 shares; 2025Q3: 17,244 shares; 2025Q4: 13,911 shares 13,911 $2.88M 0.32% -3,333 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,196 shares; 2024Q4: 22,844 shares; 2025Q1: 22,541 shares; 2025Q2: 22,062 shares; 2025Q3: 21,921 shares; 2025Q4: 21,374 shares 21,374 $2.75M 0.3% -547 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: 14,374 shares; 2024Q4: 14,033 shares; 2025Q1: 14,339 shares; 2025Q2: 22,890 shares; 2025Q3: 23,686 shares; 2025Q4: 25,100 shares 25,100 $2.68M 0.29% +1,414 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,141 shares; 2025Q1: 3,764 shares; 2025Q2: 2,711 shares; 2025Q3: 1,274 shares; 2025Q4: 4,041 shares 4,041 $2.64M 0.29% +2,767 Timeline PROSHARES TR II PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 482,922 shares 482,922 $2.58M 0.28% new SHM 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: 89,327 shares; 2024Q4: 69,276 shares; 2025Q1: 70,252 shares; 2025Q2: 62,737 shares; 2025Q3: 53,242 shares; 2025Q4: 53,600 shares 53,600 $2.57M 0.28% +358 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: 115,030 shares; 2024Q4: 116,704 shares; 2025Q1: 120,754 shares; 2025Q2: 123,394 shares; 2025Q3: 14,519 shares; 2025Q4: 13,808 shares 13,808 $2.56M 0.28% -711 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,021 shares; 2025Q2: 12,593 shares; 2025Q3: 5,183 shares; 2025Q4: 8,867 shares 8,867 $2.53M 0.28% +3,684 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: 7,257 shares; 2024Q4: 7,268 shares; 2025Q1: 7,247 shares; 2025Q2: 8,168 shares; 2025Q3: 7,921 shares; 2025Q4: 7,952 shares 7,952 $2.49M 0.27% +31 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,594 shares; 2024Q4: 83,614 shares; 2025Q1: 95,621 shares; 2025Q2: 111,430 shares; 2025Q3: 82,929 shares; 2025Q4: 43,765 shares 43,765 $2.34M 0.26% -39,164 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: 8,339 shares; 2024Q4: 8,393 shares; 2025Q1: 8,155 shares; 2025Q2: 8,087 shares; 2025Q3: 7,995 shares; 2025Q4: 7,874 shares 7,874 $2.33M 0.26% -121 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,854 shares; 2024Q4: 55,135 shares; 2025Q1: 51,908 shares; 2025Q2: 51,908 shares; 2025Q3: 51,787 shares; 2025Q4: 51,787 shares 51,787 $2.26M 0.25% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 1,637 shares; 2025Q4: 2,912 shares 2,912 $2.25M 0.25% +1,275 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,914 shares; 2025Q1: 3,696 shares; 2025Q2: 3,452 shares; 2025Q3: 3,155 shares; 2025Q4: 3,256 shares 3,256 $2.22M 0.24% +101 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: 20,899 shares; 2024Q4: 20,058 shares; 2025Q1: 20,026 shares; 2025Q2: 19,939 shares; 2025Q3: 20,066 shares; 2025Q4: 19,610 shares 19,610 $2.18M 0.24% -456 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,658 shares; 2024Q4: 24,405 shares; 2025Q1: 18,243 shares; 2025Q2: 14,294 shares; 2025Q3: 14,420 shares; 2025Q4: 23,586 shares 23,586 $2.15M 0.23% +9,166 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,054 shares; 2024Q4: 30,415 shares; 2025Q1: 30,013 shares; 2025Q2: 22,320 shares; 2025Q3: 20,275 shares; 2025Q4: 20,438 shares 20,438 $2.05M 0.22% +163 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,722 shares; 2024Q4: 15,854 shares; 2025Q1: 15,673 shares; 2025Q2: 14,967 shares; 2025Q3: 15,095 shares; 2025Q4: 35,104 shares 35,104 $2.05M 0.22% +20,009 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: 144,657 shares; 2024Q4: 140,148 shares; 2025Q1: 14,600 shares; 2025Q2: 12,087 shares; 2025Q3: 10,889 shares; 2025Q4: 10,473 shares 10,473 $2.03M 0.22% -416 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: 25,865 shares; 2024Q4: 16,436 shares; 2025Q1: 16,328 shares; 2025Q2: 16,189 shares; 2025Q3: 16,208 shares; 2025Q4: 28,930 shares 28,930 $2.02M 0.22% +12,722 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: 49,882 shares; 2024Q4: 3,167 shares; 2025Q1: 55,295 shares; 2025Q2: 58,812 shares; 2025Q3: 9,904 shares; 2025Q4: 6,970 shares 6,970 $2.01M 0.22% -2,934 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: 18,721 shares; 2024Q4: 15,515 shares; 2025Q1: 18,350 shares; 2025Q2: 18,810 shares; 2025Q3: 10,252 shares; 2025Q4: 10,223 shares 10,223 $1.99M 0.22% -29 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: not reported; 2024Q4: 2,812 shares; 2025Q1: not reported; 2025Q2: 9,606 shares; 2025Q3: not reported; 2025Q4: 30,578 shares 30,578 $1.89M 0.21% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,115 shares; 2024Q4: 68,780 shares; 2025Q1: 65,401 shares; 2025Q2: 65,474 shares; 2025Q3: 67,868 shares; 2025Q4: 68,447 shares 68,447 $1.83M 0.2% +579 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: 23,268 shares; 2024Q4: 22,915 shares; 2025Q1: 22,754 shares; 2025Q2: 23,172 shares; 2025Q3: 23,215 shares; 2025Q4: 23,431 shares 23,431 $1.8M 0.2% +216 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: 15,429 shares; 2024Q4: 15,502 shares; 2025Q1: 15,474 shares; 2025Q2: 15,985 shares; 2025Q3: 15,758 shares; 2025Q4: 15,778 shares 15,778 $1.8M 0.2% +20 Timeline RWO 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: 38,674 shares; 2024Q4: 40,589 shares; 2025Q1: 40,059 shares; 2025Q2: 39,587 shares; 2025Q3: 39,516 shares; 2025Q4: 39,469 shares 39,469 $1.78M 0.19% -47 Timeline SPIP 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: 16,215 shares; 2024Q4: 19,446 shares; 2025Q1: 56,941 shares; 2025Q2: 61,824 shares; 2025Q3: 68,405 shares; 2025Q4: 68,307 shares 68,307 $1.77M 0.19% -98 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: 33,073 shares; 2024Q4: 70,949 shares; 2025Q1: 67,467 shares; 2025Q2: 33,736 shares; 2025Q3: 32,851 shares; 2025Q4: 67,898 shares 67,898 $1.69M 0.18% +35,047 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,864 shares; 2025Q3: 13,089 shares; 2025Q4: 24,430 shares 24,430 $1.68M 0.18% +11,341 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 14,128 shares; 2025Q1: 14,530 shares; 2025Q2: 18,402 shares; 2025Q3: 12,562 shares; 2025Q4: 17,376 shares 17,376 $1.66M 0.18% +4,814 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,726 shares; 2025Q1: 1,724 shares; 2025Q2: 1,841 shares; 2025Q3: 1,823 shares; 2025Q4: 4,660 shares 4,660 $1.64M 0.18% +2,837 Timeline BBH 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: 6,748 shares; 2024Q4: 6,654 shares; 2025Q1: 7,661 shares; 2025Q2: 8,530 shares; 2025Q3: 8,852 shares; 2025Q4: 8,613 shares 8,613 $1.63M 0.18% -239 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: 929 shares; 2024Q4: 1,705 shares; 2025Q1: 827 shares; 2025Q2: 873 shares; 2025Q3: 4,688 shares; 2025Q4: 4,975 shares 4,975 $1.55M 0.17% +287 Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,307 shares; 2024Q4: 67,354 shares; 2025Q1: 64,841 shares; 2025Q2: 66,190 shares; 2025Q3: 69,917 shares; 2025Q4: 71,218 shares 71,218 $1.54M 0.17% +1,301 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: 26,946 shares; 2024Q4: 36,168 shares; 2025Q1: 37,913 shares; 2025Q2: 33,860 shares; 2025Q3: 27,665 shares; 2025Q4: 28,095 shares 28,095 $1.52M 0.17% +430 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,723 shares; 2025Q4: 4,006 shares 4,006 $1.48M 0.16% +283 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: 17,808 shares; 2024Q4: 18,018 shares; 2025Q1: 18,012 shares; 2025Q2: 16,022 shares; 2025Q3: 16,277 shares; 2025Q4: 16,209 shares 16,209 $1.45M 0.16% -68 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,718 shares; 2024Q4: 150,895 shares; 2025Q1: 47,795 shares; 2025Q2: 48,749 shares; 2025Q3: 48,934 shares; 2025Q4: 48,194 shares 48,194 $1.43M 0.16% -740 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,575 shares; 2024Q4: 21,605 shares; 2025Q1: 21,921 shares; 2025Q2: 21,984 shares; 2025Q3: 22,963 shares; 2025Q4: 23,456 shares 23,456 $1.42M 0.16% +493 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: 1,785 shares; 2024Q4: 1,811 shares; 2025Q1: 11,556 shares; 2025Q2: 2,065 shares; 2025Q3: 2,074 shares; 2025Q4: 2,058 shares 2,058 $1.41M 0.15% -16 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 33,943 shares 33,943 $1.4M 0.15% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,783 shares; 2024Q4: 66,502 shares; 2025Q1: 67,505 shares; 2025Q2: 68,064 shares; 2025Q3: 69,993 shares; 2025Q4: 70,481 shares 70,481 $1.4M 0.15% +488 Timeline NJUL 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: 61,023 shares; 2024Q4: 29,073 shares; 2025Q1: 27,191 shares; 2025Q2: 24,074 shares; 2025Q3: 22,719 shares; 2025Q4: 19,280 shares 19,280 $1.4M 0.15% -3,439 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: 16,118 shares; 2024Q4: 20,821 shares; 2025Q1: 24,347 shares; 2025Q2: 16,872 shares; 2025Q3: 16,648 shares; 2025Q4: 14,788 shares 14,788 $1.36M 0.15% -1,860 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: 11,793 shares; 2024Q4: 36,360 shares; 2025Q1: 43,316 shares; 2025Q2: 44,684 shares; 2025Q3: 45,004 shares; 2025Q4: 45,136 shares 45,136 $1.36M 0.15% +132 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares 3,150 $1.34M 0.15% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,335 shares; 2024Q4: 10,354 shares; 2025Q1: 12,818 shares; 2025Q2: 12,921 shares; 2025Q3: 13,322 shares; 2025Q4: 13,089 shares 13,089 $1.31M 0.14% -233 Timeline SPTL 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: 148,076 shares; 2024Q4: 60,288 shares; 2025Q1: 59,309 shares; 2025Q2: 59,164 shares; 2025Q3: 57,716 shares; 2025Q4: 48,789 shares 48,789 $1.29M 0.14% -8,927 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: 4,140 shares; 2024Q4: 4,278 shares; 2025Q1: 6,074 shares; 2025Q2: 1,956 shares; 2025Q3: 1,642 shares; 2025Q4: 7,297 shares 7,297 $1.28M 0.14% +5,655 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: 1,592 shares; 2024Q4: 1,572 shares; 2025Q1: 1,570 shares; 2025Q2: 1,566 shares; 2025Q3: 1,516 shares; 2025Q4: 1,476 shares 1,476 $1.27M 0.14% -40 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: 2,675 shares; 2024Q4: 2,629 shares; 2025Q1: 2,436 shares; 2025Q2: 4,982 shares; 2025Q3: 8,788 shares; 2025Q4: 3,786 shares 3,786 $1.27M 0.14% -5,002 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,348 shares; 2024Q4: 86,348 shares; 2025Q1: 86,348 shares; 2025Q2: 86,348 shares; 2025Q3: 86,348 shares; 2025Q4: 86,348 shares 86,348 $1.27M 0.14% 0 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: 5,338 shares; 2024Q4: 3,946 shares; 2025Q1: 5,154 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,874 shares 3,874 $1.27M 0.14% +7 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: 40,861 shares; 2025Q2: 70,020 shares; 2025Q3: 80,370 shares; 2025Q4: 65,099 shares 65,099 $1.26M 0.14% -15,271 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 797 shares; 2025Q1: 780 shares; 2025Q2: 715 shares; 2025Q3: 865 shares; 2025Q4: 4,816 shares 4,816 $1.25M 0.14% +3,951 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: 4,028 shares; 2024Q4: 3,700 shares; 2025Q1: 3,623 shares; 2025Q2: 3,643 shares; 2025Q3: 3,627 shares; 2025Q4: 3,524 shares 3,524 $1.24M 0.14% -103 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: 3,215 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,437 shares; 2025Q3: 3,404 shares; 2025Q4: 3,232 shares 3,232 $1.2M 0.13% -172 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS 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: not reported; 2025Q3: not reported; 2025Q4: 4,089 shares 4,089 $1.18M 0.13% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,407 shares; 2025Q1: 4,753 shares; 2025Q2: 5,101 shares; 2025Q3: 5,485 shares; 2025Q4: 5,519 shares 5,519 $1.15M 0.13% +34 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,751 shares; 2024Q4: 54,388 shares; 2025Q1: 38,170 shares; 2025Q2: 34,140 shares; 2025Q3: 34,141 shares; 2025Q4: 23,104 shares 23,104 $1.15M 0.13% -11,037 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,392 shares 23,392 $1.14M 0.12% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,836 shares 26,836 $1.13M 0.12% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,060 shares; 2024Q4: 42,811 shares; 2025Q1: 5,089 shares; 2025Q2: 26,199 shares; 2025Q3: 5,504 shares; 2025Q4: 5,504 shares 5,504 $1.09M 0.12% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,460 shares 7,460 $1.06M 0.12% new 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: 3,413 shares; 2024Q4: 3,339 shares; 2025Q1: 3,332 shares; 2025Q2: 3,330 shares; 2025Q3: 3,333 shares; 2025Q4: 3,339 shares 3,339 $1.03M 0.11% +6 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 15,289 shares 15,289 $1.02M 0.11% new 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: 6,895 shares; 2024Q4: 6,617 shares; 2025Q1: 6,523 shares; 2025Q2: 6,569 shares; 2025Q3: 7,054 shares; 2025Q4: 7,138 shares 7,138 $1.02M 0.11% +84 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: 1,750 shares; 2024Q4: 1,825 shares; 2025Q1: 1,817 shares; 2025Q2: 811 shares; 2025Q3: 830 shares; 2025Q4: 827 shares 827 $1.01M 0.11% -3 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: 10,768 shares; 2024Q4: 8,424 shares; 2025Q1: 8,807 shares; 2025Q2: 13,995 shares; 2025Q3: 9,232 shares; 2025Q4: 7,995 shares 7,995 $1M 0.11% -1,237 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: not reported; 2025Q1: 16,174 shares; 2025Q2: 34,027 shares; 2025Q3: 19,112 shares; 2025Q4: 19,377 shares 19,377 $986K 0.11% +265 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: 8,714 shares; 2024Q4: 8,725 shares; 2025Q1: 8,735 shares; 2025Q2: 10,374 shares; 2025Q3: 9,963 shares; 2025Q4: 10,293 shares 10,293 $959K 0.11% +330 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 43,011 shares; 2025Q4: 18,436 shares 18,436 $955K 0.1% -24,575 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,508 shares; 2025Q3: not reported; 2025Q4: 18,696 shares 18,696 $950K 0.1% new Timeline FER FERROVIAL NV More: the full row for FERROVIAL 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: 17,428 shares; 2025Q2: 18,261 shares; 2025Q3: 18,426 shares; 2025Q4: 14,697 shares 14,697 $950K 0.1% -3,729 Timeline VGLT 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: 286,906 shares; 2025Q1: 25,901 shares; 2025Q2: 19,049 shares; 2025Q3: 19,063 shares; 2025Q4: 16,945 shares 16,945 $946K 0.1% -2,118 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: 19,281 shares; 2024Q4: 20,323 shares; 2025Q1: 21,468 shares; 2025Q2: 21,956 shares; 2025Q3: 44,631 shares; 2025Q4: 23,144 shares 23,144 $943K 0.1% -21,487 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 5,964 shares; 2025Q1: 5,954 shares; 2025Q2: 5,956 shares; 2025Q3: 5,946 shares; 2025Q4: 5,846 shares 5,846 $936K 0.1% -100 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: 19,728 shares; 2024Q4: 19,784 shares; 2025Q1: 20,573 shares; 2025Q2: 20,932 shares; 2025Q3: 20,375 shares; 2025Q4: 20,632 shares 20,632 $933K 0.1% +257 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: 9,109 shares; 2024Q4: 18,127 shares; 2025Q1: 9,244 shares; 2025Q2: 9,338 shares; 2025Q3: 9,171 shares; 2025Q4: 9,689 shares 9,689 $931K 0.1% +518 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: 11,336 shares; 2024Q4: 11,240 shares; 2025Q1: 12,493 shares; 2025Q2: 5,232 shares; 2025Q3: 5,018 shares; 2025Q4: 5,040 shares 5,040 $924K 0.1% +22 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,373 shares 12,373 $914K 0.1% new 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: 35,763 shares; 2024Q4: 33,203 shares; 2025Q1: 32,148 shares; 2025Q2: 30,626 shares; 2025Q3: 29,948 shares; 2025Q4: 27,827 shares 27,827 $911K 0.1% -2,121 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 19,856 shares 19,856 $911K 0.1% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 2,909 shares; 2025Q3: 6,956 shares; 2025Q4: 24,600 shares 24,600 $899K 0.1% +17,644 Timeline KR KROGER CO More: the full row for KROGER 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: 8,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,281 shares 14,281 $892K 0.1% new Timeline ERTH 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: 26,743 shares; 2024Q4: 16,871 shares; 2025Q1: 17,641 shares; 2025Q2: 17,969 shares; 2025Q3: 19,122 shares; 2025Q4: 18,884 shares 18,884 $891K 0.1% -238 Timeline PHO 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: 11,981 shares; 2024Q4: 11,981 shares; 2025Q1: 11,981 shares; 2025Q2: 11,981 shares; 2025Q3: 11,981 shares; 2025Q4: 12,628 shares 12,628 $889K 0.1% +647 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,449 shares; 2025Q1: 22,449 shares; 2025Q2: 22,449 shares; 2025Q3: 22,449 shares; 2025Q4: 22,449 shares 22,449 $880K 0.1% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,169 shares; 2024Q4: 16,382 shares; 2025Q1: 16,301 shares; 2025Q2: 17,076 shares; 2025Q3: 17,080 shares; 2025Q4: 16,149 shares 16,149 $862K 0.09% -931 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: 7,452 shares; 2024Q4: 29,638 shares; 2025Q1: 27,709 shares; 2025Q2: 27,007 shares; 2025Q3: 25,776 shares; 2025Q4: 25,786 shares 25,786 $841K 0.09% +10 Timeline KBE 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: 282,195 shares; 2024Q4: 280,282 shares; 2025Q1: 16,478 shares; 2025Q2: 8,741 shares; 2025Q3: 14,402 shares; 2025Q4: 13,741 shares 13,741 $834K 0.09% -661 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: not reported; 2025Q2: 82,792 shares; 2025Q3: 7,819 shares; 2025Q4: 6,606 shares 6,606 $832K 0.09% -1,213 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: 1,643 shares; 2024Q4: 671 shares; 2025Q1: 1,646 shares; 2025Q2: 1,766 shares; 2025Q3: 1,757 shares; 2025Q4: 1,824 shares 1,824 $827K 0.09% +67 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: 41,071 shares; 2024Q4: 36,511 shares; 2025Q1: 38,021 shares; 2025Q2: 32,600 shares; 2025Q3: 61,534 shares; 2025Q4: 33,119 shares 33,119 $825K 0.09% -28,415 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: 2,231 shares; 2024Q4: 2,744 shares; 2025Q1: 2,278 shares; 2025Q2: 2,392 shares; 2025Q3: 2,254 shares; 2025Q4: 8,742 shares 8,742 $820K 0.09% +6,488 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: 1,945 shares; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 2,007 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $819K 0.09% 0 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,849 shares; 2024Q4: 16,832 shares; 2025Q1: 17,602 shares; 2025Q2: 12,775 shares; 2025Q3: 11,070 shares; 2025Q4: 10,898 shares 10,898 $796K 0.09% -172 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,351 shares; 2024Q4: 8,491 shares; 2025Q1: 11,014 shares; 2025Q2: 11,411 shares; 2025Q3: 11,318 shares; 2025Q4: 11,363 shares 11,363 $795K 0.09% +45 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO 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: 8,140 shares; 2025Q2: 9,937 shares; 2025Q3: 23,714 shares; 2025Q4: 22,875 shares 22,875 $788K 0.09% -839 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,268 shares; 2025Q1: 18,810 shares; 2025Q2: 18,834 shares; 2025Q3: 10,976 shares; 2025Q4: 8,554 shares 8,554 $783K 0.09% -2,422 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 4,774 shares; 2025Q1: 5,994 shares; 2025Q2: 6,085 shares; 2025Q3: 6,040 shares; 2025Q4: 6,059 shares 6,059 $781K 0.09% +19 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: 10,345 shares; 2024Q4: 10,195 shares; 2025Q1: 10,079 shares; 2025Q2: 10,081 shares; 2025Q3: 19,626 shares; 2025Q4: 10,067 shares 10,067 $759K 0.08% -9,559 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,247 shares; 2025Q1: 3,095 shares; 2025Q2: 3,764 shares; 2025Q3: not reported; 2025Q4: 4,217 shares 4,217 $755K 0.08% new 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.08% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 12,966 shares; 2025Q1: 16,566 shares; 2025Q2: 16,864 shares; 2025Q3: 16,778 shares; 2025Q4: 16,558 shares 16,558 $754K 0.08% -220 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,405 shares; 2025Q3: 5,649 shares; 2025Q4: 5,524 shares 5,524 $752K 0.08% -125 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,396 shares; 2024Q4: 14,170 shares; 2025Q1: 102,009 shares; 2025Q2: 9,208 shares; 2025Q3: 8,939 shares; 2025Q4: 8,762 shares 8,762 $751K 0.08% -177 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: 6,201 shares; 2024Q4: 12,402 shares; 2025Q1: 6,201 shares; 2025Q2: 6,201 shares; 2025Q3: 6,201 shares; 2025Q4: 6,201 shares 6,201 $743K 0.08% 0 Timeline SCHO 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: 8,068 shares; 2024Q4: 16,568 shares; 2025Q1: 27,077 shares; 2025Q2: 28,208 shares; 2025Q3: 29,831 shares; 2025Q4: 30,311 shares 30,311 $739K 0.08% +480 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 8,288 shares 8,288 $737K 0.08% new 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: 6,230 shares; 2024Q4: 6,189 shares; 2025Q1: 6,161 shares; 2025Q2: 6,228 shares; 2025Q3: 6,171 shares; 2025Q4: 6,128 shares 6,128 $715K 0.08% -43 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,982 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,805 shares; 2025Q4: 3,655 shares 3,655 $707K 0.08% -6,150 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,869 shares; 2024Q4: 15,470 shares; 2025Q1: 15,311 shares; 2025Q2: 34,070 shares; 2025Q3: 9,683 shares; 2025Q4: 9,744 shares 9,744 $696K 0.08% +61 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 4,855 shares; 2025Q1: 5,453 shares; 2025Q2: 2,424 shares; 2025Q3: 2,665 shares; 2025Q4: 2,656 shares 2,656 $694K 0.08% -9 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 3,211 shares; 2025Q2: 2,613 shares; 2025Q3: 7,556 shares; 2025Q4: 3,346 shares 3,346 $693K 0.08% -4,210 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,053 shares; 2025Q1: not reported; 2025Q2: 36,709 shares; 2025Q3: 45,088 shares; 2025Q4: 58,317 shares 58,317 $688K 0.08% +13,229 Timeline SCHH 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: 26,970 shares; 2024Q4: 27,822 shares; 2025Q1: 35,928 shares; 2025Q2: 35,960 shares; 2025Q3: 33,233 shares; 2025Q4: 32,864 shares 32,864 $687K 0.08% -369 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: 5,566 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 5,566 shares 5,566 $686K 0.08% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,974 shares 7,974 $680K 0.07% new Timeline APTV APTIV PLC More: the full row for APTIV 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: 9,421 shares; 2025Q4: 8,874 shares 8,874 $675K 0.07% -547 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: 7,867 shares; 2024Q4: 18,214 shares; 2025Q1: 22,183 shares; 2025Q2: 23,888 shares; 2025Q3: 24,688 shares; 2025Q4: 23,519 shares 23,519 $670K 0.07% -1,169 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: 2,282 shares; 2024Q4: 2,267 shares; 2025Q1: 4,216 shares; 2025Q2: 1,586 shares; 2025Q3: 1,409 shares; 2025Q4: 1,374 shares 1,374 $665K 0.07% -35 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 5,654 shares; 2025Q1: 5,654 shares; 2025Q2: 5,796 shares; 2025Q3: 5,657 shares; 2025Q4: 5,681 shares 5,681 $660K 0.07% +24 Timeline VAL VALARIS LTD More: the full row for VALARIS 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: 14,734 shares; 2025Q4: 12,958 shares 12,958 $653K 0.07% -1,776 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: 4,558 shares; 2024Q4: 4,616 shares; 2025Q1: 4,470 shares; 2025Q2: 4,522 shares; 2025Q3: 4,523 shares; 2025Q4: 4,555 shares 4,555 $653K 0.07% +32 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 10,120 shares; 2025Q1: 12,466 shares; 2025Q2: 12,751 shares; 2025Q3: 12,524 shares; 2025Q4: 10,037 shares 10,037 $653K 0.07% -2,487 Timeline VCIT 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: 3,540 shares; 2025Q1: 6,324 shares; 2025Q2: 6,324 shares; 2025Q3: 7,001 shares; 2025Q4: 7,686 shares 7,686 $644K 0.07% +685 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 8,438 shares; 2025Q1: 8,448 shares; 2025Q2: 8,499 shares; 2025Q3: 8,466 shares; 2025Q4: 8,475 shares 8,475 $641K 0.07% +9 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: 19,944 shares; 2024Q4: 16,173 shares; 2025Q1: 47,381 shares; 2025Q2: 18,364 shares; 2025Q3: 57,816 shares; 2025Q4: 16,980 shares 16,980 $627K 0.07% -40,836 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,941 shares; 2025Q1: 4,640 shares; 2025Q2: 3,157 shares; 2025Q3: 3,115 shares; 2025Q4: 3,035 shares 3,035 $624K 0.07% -80 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,965 shares; 2024Q4: 15,800 shares; 2025Q1: 15,221 shares; 2025Q2: 14,678 shares; 2025Q3: 12,505 shares; 2025Q4: 13,074 shares 13,074 $616K 0.07% +569 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: 4,604 shares; 2024Q4: 4,609 shares; 2025Q1: 4,389 shares; 2025Q2: 4,444 shares; 2025Q3: 4,151 shares; 2025Q4: 4,156 shares 4,156 $597K 0.07% +5 Timeline PAUG 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: 17,664 shares; 2024Q4: 16,523 shares; 2025Q1: 15,494 shares; 2025Q2: 13,959 shares; 2025Q3: 13,958 shares; 2025Q4: 13,767 shares 13,767 $595K 0.07% -191 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 12,876 shares; 2025Q1: 12,876 shares; 2025Q2: 12,758 shares; 2025Q3: 12,758 shares; 2025Q4: 12,758 shares 12,758 $592K 0.06% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 31,247 shares; 2025Q1: 19,439 shares; 2025Q2: 19,821 shares; 2025Q3: 15,646 shares; 2025Q4: 13,245 shares 13,245 $590K 0.06% -2,401 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,174 shares; 2025Q3: 2,170 shares; 2025Q4: 2,756 shares 2,756 $588K 0.06% +586 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 16,257 shares 16,257 $585K 0.06% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,793 shares; 2025Q2: 112,618 shares; 2025Q3: 113,425 shares; 2025Q4: 114,065 shares 114,065 $569K 0.06% +640 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: 2,980 shares; 2024Q4: 2,933 shares; 2025Q1: 2,403 shares; 2025Q2: 4,091 shares; 2025Q3: 6,213 shares; 2025Q4: 1,721 shares 1,721 $568K 0.06% -4,492 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: 19,703 shares; 2024Q4: 19,333 shares; 2025Q1: 17,232 shares; 2025Q2: 15,538 shares; 2025Q3: 10,643 shares; 2025Q4: 10,198 shares 10,198 $561K 0.06% -445 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,743 shares; 2024Q4: 17,160 shares; 2025Q1: 17,142 shares; 2025Q2: 17,142 shares; 2025Q3: 16,172 shares; 2025Q4: 14,264 shares 14,264 $558K 0.06% -1,908 Timeline MDYG 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: 7,108 shares; 2024Q4: 6,749 shares; 2025Q1: 6,752 shares; 2025Q2: 6,024 shares; 2025Q3: 6,027 shares; 2025Q4: 6,031 shares 6,031 $557K 0.06% +4 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,768 shares; 2024Q4: 9,394 shares; 2025Q1: 11,348 shares; 2025Q2: 11,577 shares; 2025Q3: 11,501 shares; 2025Q4: 7,659 shares 7,659 $555K 0.06% -3,842 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 3,100 shares; 2025Q1: 2,737 shares; 2025Q2: 834 shares; 2025Q3: 557 shares; 2025Q4: 517 shares 517 $553K 0.06% -40 Timeline DTCR 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: 38,322 shares; 2024Q4: 35,683 shares; 2025Q1: 32,257 shares; 2025Q2: 26,044 shares; 2025Q3: 26,044 shares; 2025Q4: 26,044 shares 26,044 $550K 0.06% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares 1,378 $548K 0.06% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 7,598 shares; 2025Q4: 5,036 shares 5,036 $547K 0.06% -2,562 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,005 shares 21,005 $545K 0.06% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 10,059 shares 10,059 $545K 0.06% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 3,243 shares; 2025Q3: 3,243 shares; 2025Q4: 3,243 shares 3,243 $545K 0.06% 0 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: 2,348 shares; 2024Q4: 2,366 shares; 2025Q1: 2,323 shares; 2025Q2: 2,456 shares; 2025Q3: 3,492 shares; 2025Q4: 3,567 shares 3,567 $544K 0.06% +75 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: 20,705 shares; 2024Q4: 13,944 shares; 2025Q1: 6,745 shares; 2025Q2: 4,831 shares; 2025Q3: 4,114 shares; 2025Q4: 5,830 shares 5,830 $543K 0.06% +1,716 Timeline IJAN 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: 60,425 shares; 2024Q4: 18,591 shares; 2025Q1: 17,294 shares; 2025Q2: 15,816 shares; 2025Q3: 15,819 shares; 2025Q4: 14,957 shares 14,957 $541K 0.06% -862 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,998 shares; 2024Q4: 10,997 shares; 2025Q1: 11,038 shares; 2025Q2: 10,313 shares; 2025Q3: 10,499 shares; 2025Q4: 9,453 shares 9,453 $537K 0.06% -1,046 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: 2,278 shares; 2024Q4: 2,283 shares; 2025Q1: 2,253 shares; 2025Q2: 877 shares; 2025Q3: 936 shares; 2025Q4: 932 shares 932 $532K 0.06% -4 Timeline DEM 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: 10,824 shares; 2024Q4: 10,988 shares; 2025Q1: 11,549 shares; 2025Q2: 11,223 shares; 2025Q3: 11,252 shares; 2025Q4: 11,229 shares 11,229 $524K 0.06% -23 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: 2,471 shares; 2025Q1: 3,497 shares; 2025Q2: 3,348 shares; 2025Q3: 3,267 shares; 2025Q4: 3,222 shares 3,222 $519K 0.06% -45 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: 3,677 shares; 2024Q4: 3,248 shares; 2025Q1: 3,518 shares; 2025Q2: 3,821 shares; 2025Q3: 3,758 shares; 2025Q4: 3,758 shares 3,758 $518K 0.06% 0 Timeline SPTS 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: 641,297 shares; 2024Q4: 659,411 shares; 2025Q1: 48,783 shares; 2025Q2: 30,093 shares; 2025Q3: 21,550 shares; 2025Q4: 17,681 shares 17,681 $518K 0.06% -3,869 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: 5,447 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,302 shares; 2025Q3: 3,610 shares; 2025Q4: 3,618 shares 3,618 $512K 0.06% +8 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,178 shares; 2024Q4: 10,441 shares; 2025Q1: 24,113 shares; 2025Q2: 26,263 shares; 2025Q3: 26,227 shares; 2025Q4: 21,690 shares 21,690 $512K 0.06% -4,537 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: 2,457 shares; 2024Q4: 2,464 shares; 2025Q1: 2,444 shares; 2025Q2: 2,449 shares; 2025Q3: 2,453 shares; 2025Q4: 2,371 shares 2,371 $503K 0.06% -82 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM 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: 23,265 shares 23,265 $502K 0.05% new 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: 2,871 shares; 2024Q4: 1,306 shares; 2025Q1: 1,205 shares; 2025Q2: 1,294 shares; 2025Q3: 562 shares; 2025Q4: 796 shares 796 $499K 0.05% +234 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 16,007 shares; 2025Q4: 13,799 shares 13,799 $496K 0.05% -2,208 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: 1,546 shares; 2024Q4: 1,557 shares; 2025Q1: 1,609 shares; 2025Q2: 1,598 shares; 2025Q3: 1,529 shares; 2025Q4: 1,615 shares 1,615 $494K 0.05% +86 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: 12,386 shares 12,386 $488K 0.05% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,030 shares; 2025Q1: 10,146 shares; 2025Q2: 10,907 shares; 2025Q3: not reported; 2025Q4: 13,439 shares 13,439 $477K 0.05% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 1,251 shares; 2025Q4: 1,259 shares 1,259 $472K 0.05% +8 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $465K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,263 shares 7,263 $463K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 10,857 shares; 2025Q1: 5,138 shares; 2025Q2: 5,224 shares; 2025Q3: 5,557 shares; 2025Q4: 5,290 shares 5,290 $461K 0.05% -267 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: 31,242 shares; 2024Q4: 21,326 shares; 2025Q1: 20,703 shares; 2025Q2: 12,693 shares; 2025Q3: 11,010 shares; 2025Q4: 11,019 shares 11,019 $459K 0.05% +9 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: 5,356 shares; 2024Q4: 4,832 shares; 2025Q1: 4,618 shares; 2025Q2: 4,682 shares; 2025Q3: 4,579 shares; 2025Q4: 4,579 shares 4,579 $455K 0.05% 0 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: 12,636 shares; 2025Q1: 16,120 shares; 2025Q2: 9,894 shares; 2025Q3: 15,340 shares; 2025Q4: 3,866 shares 3,866 $454K 0.05% -11,474 Timeline IMVT IMMUNOVANT INC More: the full row for IMMUNOVANT 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: 17,726 shares; 2025Q4: 17,867 shares 17,867 $454K 0.05% +141 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: 7,141 shares; 2024Q4: 20,839 shares; 2025Q1: 20,947 shares; 2025Q2: 16,114 shares; 2025Q3: 16,341 shares; 2025Q4: 16,508 shares 16,508 $444K 0.05% +167 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: 2,231 shares; 2024Q4: 2,215 shares; 2025Q1: 1,077 shares; 2025Q2: 892 shares; 2025Q3: 782 shares; 2025Q4: 775 shares 775 $439K 0.05% -7 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS 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: 16,287 shares 16,287 $430K 0.05% new Timeline FNDC 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: 9,612 shares; 2024Q4: 9,612 shares; 2025Q1: 9,612 shares; 2025Q2: 9,612 shares; 2025Q3: 9,612 shares; 2025Q4: 9,612 shares 9,612 $428K 0.05% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 24,340 shares 24,340 $424K 0.05% new 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: 486 shares; 2024Q4: 484 shares; 2025Q1: 479 shares; 2025Q2: 488 shares; 2025Q3: 478 shares; 2025Q4: 478 shares 478 $420K 0.05% 0 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: 3,511 shares; 2024Q4: 1,400 shares; 2025Q1: 1,344 shares; 2025Q2: 1,206 shares; 2025Q3: 1,187 shares; 2025Q4: 1,218 shares 1,218 $419K 0.05% +31 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,218 shares; 2025Q1: 5,218 shares; 2025Q2: 5,218 shares; 2025Q3: 6,169 shares; 2025Q4: 7,145 shares 7,145 $411K 0.04% +976 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,625 shares; 2025Q4: 2,835 shares 2,835 $402K 0.04% +210 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,598 shares; 2024Q4: 20,598 shares; 2025Q1: 20,598 shares; 2025Q2: 20,598 shares; 2025Q3: 20,598 shares; 2025Q4: 20,598 shares 20,598 $395K 0.04% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,245 shares; 2024Q4: 53,896 shares; 2025Q1: 104,788 shares; 2025Q2: 85,392 shares; 2025Q3: 5,193 shares; 2025Q4: 6,330 shares 6,330 $393K 0.04% +1,137 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: 1,557 shares; 2024Q4: 1,561 shares; 2025Q1: 1,557 shares; 2025Q2: 1,556 shares; 2025Q3: 1,498 shares; 2025Q4: 1,507 shares 1,507 $388K 0.04% +9 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472,624 shares; 2025Q2: 12,208 shares; 2025Q3: 10,461 shares; 2025Q4: 7,056 shares 7,056 $388K 0.04% -3,405 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 66 shares; 2025Q3: 71 shares; 2025Q4: 71 shares 71 $380K 0.04% 0 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: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares; 2025Q4: 5,193 shares 5,193 $377K 0.04% -58 Timeline TBJL 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: 51,862 shares; 2024Q4: 46,764 shares; 2025Q1: 859,137 shares; 2025Q2: 37,868 shares; 2025Q3: 31,693 shares; 2025Q4: 18,921 shares 18,921 $377K 0.04% -12,772 Timeline VTC 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: 4,473 shares; 2024Q4: 4,742 shares; 2025Q1: 4,545 shares; 2025Q2: 4,654 shares; 2025Q3: 4,842 shares; 2025Q4: 4,850 shares 4,850 $377K 0.04% +8 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: 4,496 shares; 2024Q4: 4,362 shares; 2025Q1: 4,316 shares; 2025Q2: 4,327 shares; 2025Q3: 4,284 shares; 2025Q4: 4,218 shares 4,218 $377K 0.04% -66 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,511 shares 8,511 $373K 0.04% new Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 14,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,712 shares; 2025Q4: 12,830 shares 12,830 $373K 0.04% -3,882 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: 503 shares; 2024Q4: 503 shares; 2025Q1: 493 shares; 2025Q2: 499 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $372K 0.04% 0 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON 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: not reported; 2025Q3: 7,731 shares; 2025Q4: 8,232 shares 8,232 $369K 0.04% +501 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: 176,590 shares; 2024Q4: 179,319 shares; 2025Q1: 188,746 shares; 2025Q2: 7,319 shares; 2025Q3: 6,498 shares; 2025Q4: 4,144 shares 4,144 $367K 0.04% -2,354 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,064 shares; 2024Q4: 10,064 shares; 2025Q1: 9,681 shares; 2025Q2: 9,681 shares; 2025Q3: 9,681 shares; 2025Q4: 9,982 shares 9,982 $362K 0.04% +301 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: 2,137 shares; 2024Q4: 24,469 shares; 2025Q1: 2,402 shares; 2025Q2: 819 shares; 2025Q3: 622 shares; 2025Q4: 592 shares 592 $357K 0.04% -30 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: not reported; 2025Q2: 6,014 shares; 2025Q3: 6,774 shares; 2025Q4: 7,079 shares 7,079 $353K 0.04% +305 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: 6,594 shares; 2024Q4: 80,771 shares; 2025Q1: 8,224 shares; 2025Q2: 7,667 shares; 2025Q3: 6,582 shares; 2025Q4: 6,326 shares 6,326 $347K 0.04% -256 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: 2,504 shares; 2024Q4: 2,502 shares; 2025Q1: 2,489 shares; 2025Q2: 2,326 shares; 2025Q3: 2,294 shares; 2025Q4: 2,050 shares 2,050 $346K 0.04% -244 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: 1,865 shares; 2024Q4: 1,789 shares; 2025Q1: 1,832 shares; 2025Q2: 1,831 shares; 2025Q3: 1,833 shares; 2025Q4: 1,797 shares 1,797 $343K 0.04% -36 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: 4,331 shares; 2024Q4: 54,616 shares; 2025Q1: 7,597 shares; 2025Q2: 6,062 shares; 2025Q3: 5,035 shares; 2025Q4: 5,163 shares 5,163 $341K 0.04% +128 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: 32,358 shares; 2025Q1: 2,020 shares; 2025Q2: 1,263 shares; 2025Q3: 1,158 shares; 2025Q4: 1,122 shares 1,122 $335K 0.04% -36 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: 2,390 shares; 2024Q4: 2,176 shares; 2025Q1: 2,169 shares; 2025Q2: 2,180 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares 2,167 $334K 0.04% 0 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,595 shares; 2025Q1: 8,595 shares; 2025Q2: 8,595 shares; 2025Q3: 8,595 shares; 2025Q4: 8,595 shares 8,595 $333K 0.04% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,060 shares 5,060 $331K 0.04% 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: 1,503 shares; 2024Q4: 1,501 shares; 2025Q1: 1,425 shares; 2025Q2: 1,424 shares; 2025Q3: 1,406 shares; 2025Q4: 2,296 shares 2,296 $331K 0.04% +890 Timeline VGSH 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: 534,040 shares; 2025Q1: 550,207 shares; 2025Q2: 9,045 shares; 2025Q3: 7,936 shares; 2025Q4: 5,617 shares 5,617 $330K 0.04% -2,319 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: 2,180 shares; 2024Q4: 2,188 shares; 2025Q1: 2,194 shares; 2025Q2: 2,201 shares; 2025Q3: 2,207 shares; 2025Q4: 2,214 shares 2,214 $329K 0.04% +7 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA 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: 13,297 shares; 2025Q4: 10,857 shares 10,857 $329K 0.04% -2,440 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,095 shares; 2025Q2: 64,345 shares; 2025Q3: 3,439 shares; 2025Q4: 4,953 shares 4,953 $327K 0.04% +1,514 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,343 shares; 2024Q4: 137,769 shares; 2025Q1: 15,990 shares; 2025Q2: 9,197 shares; 2025Q3: 181,512 shares; 2025Q4: 9,338 shares 9,338 $318K 0.03% -172,174 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: 1,327 shares; 2024Q4: 1,839 shares; 2025Q1: 1,577 shares; 2025Q2: 1,071 shares; 2025Q3: 645 shares; 2025Q4: 704 shares 704 $317K 0.03% +59 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: 4,463 shares; 2024Q4: 4,476 shares; 2025Q1: 4,382 shares; 2025Q2: 4,490 shares; 2025Q3: 4,383 shares; 2025Q4: 3,713 shares 3,713 $313K 0.03% -670 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,423 shares 1,423 $309K 0.03% new Timeline VRDN VIRIDIAN THERAPEUTICS INC More: the full row for VIRIDIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,210 shares; 2025Q3: 13,550 shares; 2025Q4: 9,767 shares 9,767 $304K 0.03% -3,783 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: 8,456 shares; 2025Q1: 9,503 shares; 2025Q2: 2,718 shares; 2025Q3: 2,625 shares; 2025Q4: 2,622 shares 2,622 $302K 0.03% -3 Timeline EJAN 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: 33,190 shares; 2024Q4: 23,959 shares; 2025Q1: 23,773 shares; 2025Q2: 10,146 shares; 2025Q3: 9,683 shares; 2025Q4: 8,900 shares 8,900 $301K 0.03% -783 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,330 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,601 shares 3,601 $296K 0.03% 0 Timeline EFG 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: 2,538 shares; 2024Q4: 2,538 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares 2,473 $282K 0.03% 0 Timeline MCH MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,279 shares; 2024Q4: 397,921 shares; 2025Q1: 412,784 shares; 2025Q2: 12,121 shares; 2025Q3: 11,073 shares; 2025Q4: 9,967 shares 9,967 $281K 0.03% -1,106 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 11,766 shares; 2025Q1: 11,766 shares; 2025Q2: 10,716 shares; 2025Q3: 10,716 shares; 2025Q4: 10,749 shares 10,749 $280K 0.03% +33 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: 2,491 shares; 2024Q4: 1,765 shares; 2025Q1: 491 shares; 2025Q2: 471 shares; 2025Q3: 598 shares; 2025Q4: 594 shares 594 $279K 0.03% -4 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 1,822 shares; 2025Q1: 1,619 shares; 2025Q2: 1,584 shares; 2025Q3: 1,573 shares; 2025Q4: 1,589 shares 1,589 $272K 0.03% +16 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: 1,313 shares; 2024Q4: 1,285 shares; 2025Q1: 1,294 shares; 2025Q2: 1,160 shares; 2025Q3: 1,194 shares; 2025Q4: 1,192 shares 1,192 $271K 0.03% -2 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: 418 shares; 2024Q4: 419 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 407 shares; 2025Q4: 409 shares 409 $271K 0.03% +2 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: 777 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767 $269K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,546 shares 1,546 $265K 0.03% -8 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS 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: 6,358 shares; 2025Q2: 6,745 shares; 2025Q3: not reported; 2025Q4: 6,710 shares 6,710 $264K 0.03% new Timeline EFIV 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: 6,226 shares; 2025Q1: 5,942 shares; 2025Q2: 5,302 shares; 2025Q3: 3,973 shares; 2025Q4: 3,975 shares 3,975 $263K 0.03% +2 Timeline XHB 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: 2,921 shares; 2024Q4: 2,923 shares; 2025Q1: 2,927 shares; 2025Q2: 2,929 shares; 2025Q3: 2,534 shares; 2025Q4: 2,536 shares 2,536 $261K 0.03% +2 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: 1,160 shares; 2024Q4: 1,169 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,179 shares; 2025Q4: 1,188 shares 1,188 $261K 0.03% +9 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: 1,039 shares; 2024Q4: 1,044 shares; 2025Q1: 1,032 shares; 2025Q2: 1,024 shares; 2025Q3: 877 shares; 2025Q4: 878 shares 878 $255K 0.03% +1 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,598 shares; 2025Q4: 6,598 shares 6,598 $255K 0.03% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,344 shares 2,344 $254K 0.03% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 863 shares; 2025Q1: 136 shares; 2025Q2: 1,023 shares; 2025Q3: 1,036 shares; 2025Q4: 126 shares 126 $254K 0.03% -910 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,798 shares; 2025Q1: 4,798 shares; 2025Q2: 4,798 shares; 2025Q3: 4,798 shares; 2025Q4: 4,798 shares 4,798 $251K 0.03% 0 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: 531 shares; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 531 shares; 2025Q4: 531 shares 531 $251K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 286 shares 286 $251K 0.03% +12 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 4,527 shares; 2025Q4: 5,027 shares 5,027 $251K 0.03% +500 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 4,896 shares; 2025Q1: 5,769 shares; 2025Q2: 4,995 shares; 2025Q3: 5,001 shares; 2025Q4: 4,520 shares 4,520 $243K 0.03% -481 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,517 shares; 2025Q3: 6,859 shares; 2025Q4: 1,915 shares 1,915 $235K 0.03% -4,944 Timeline SRG SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,098 shares; 2025Q3: 43,098 shares; 2025Q4: 71,672 shares 71,672 $233K 0.03% +28,574 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,558 shares; 2024Q4: 11,741 shares; 2025Q1: 4,135 shares; 2025Q2: 4,221 shares; 2025Q3: 4,310 shares; 2025Q4: 2,896 shares 2,896 $228K 0.02% -1,414 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,265 shares 3,265 $227K 0.02% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,118 shares; 2025Q1: 5,865 shares; 2025Q2: 5,444 shares; 2025Q3: 4,619 shares; 2025Q4: 4,625 shares 4,625 $221K 0.02% +6 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares 2,709 $220K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares 6,699 $218K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 12,386 shares; 2025Q1: 9,695 shares; 2025Q2: 10,145 shares; 2025Q3: 9,706 shares; 2025Q4: 7,287 shares 7,287 $218K 0.02% -2,419 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares 1,620 $210K 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,426 shares; 2024Q4: 6,291 shares; 2025Q1: 3,267 shares; 2025Q2: 3,230 shares; 2025Q3: not reported; 2025Q4: 308 shares 308 $208K 0.02% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,980 shares 2,980 $207K 0.02% new 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: 8,555 shares; 2024Q4: 7,601 shares; 2025Q1: 2,485 shares; 2025Q2: 2,436 shares; 2025Q3: 2,207 shares; 2025Q4: 2,197 shares 2,197 $206K 0.02% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 1,212 shares 1,212 $206K 0.02% -75 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,181 shares; 2024Q4: 106,881 shares; 2025Q1: 5,194 shares; 2025Q2: 3,109 shares; 2025Q3: 2,129 shares; 2025Q4: 2,131 shares 2,131 $203K 0.02% +2 Timeline BP BP PLC More: the full row for BP 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: 6,461 shares; 2025Q2: not reported; 2025Q3: 5,814 shares; 2025Q4: 5,830 shares 5,830 $202K 0.02% +16 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: 2,544 shares; 2024Q4: 2,539 shares; 2025Q1: 2,539 shares; 2025Q2: 2,769 shares; 2025Q3: 2,539 shares; 2025Q4: 2,549 shares 2,549 $201K 0.02% +10 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,910 shares; 2024Q4: 29,060 shares; 2025Q1: 29,060 shares; 2025Q2: 29,060 shares; 2025Q3: 28,410 shares; 2025Q4: 22,963 shares 22,963 $200K 0.02% -5,447 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322,331 shares; 2025Q3: not reported; 2025Q4: 58,071 shares 58,071 $193K 0.02% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,284 shares; 2024Q4: 16,723 shares; 2025Q1: 16,747 shares; 2025Q2: 17,287 shares; 2025Q3: 17,287 shares; 2025Q4: 15,739 shares 15,739 $183K 0.02% -1,548 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 32,937 shares; 2025Q4: 72,042 shares 72,042 $140K 0.02% +39,105 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF 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: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: not reported; 2025Q4: 10,530 shares 10,530 $123K 0.01% new Timeline MX MAGNACHIP SEMICONDUCTOR CORP More: the full row for MAGNACHIP SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 47,809 shares; 2025Q3: 47,809 shares; 2025Q4: 47,809 shares 47,809 $122K 0.01% 0 Timeline