EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928,758 shares; 2024Q4: 7,363,173 shares; 2025Q1: 5,797,378 shares; 2025Q2: 5,858,977 shares; 2025Q3: 6,000,422 shares; 2025Q4: 6,152,935 shares 6,152,935 $591M 12.67% +152,513 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: 2,443,105 shares; 2024Q4: 2,426,013 shares; 2025Q1: 2,542,030 shares; 2025Q2: 2,645,927 shares; 2025Q3: 2,751,738 shares; 2025Q4: 2,752,284 shares 2,752,284 $409M 8.77% +546 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: 5,904,874 shares 5,904,874 $387M 8.29% new 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: 469,022 shares; 2024Q4: 453,840 shares; 2025Q1: 457,699 shares; 2025Q2: 538,539 shares; 2025Q3: 538,787 shares; 2025Q4: 536,109 shares 536,109 $366M 7.86% -2,678 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583,672 shares; 2024Q4: 5,390,397 shares; 2025Q1: 5,336,965 shares; 2025Q2: 3,702,113 shares; 2025Q3: 3,116,050 shares; 2025Q4: 2,985,544 shares 2,985,544 $173M 3.71% -130,506 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: 537,576 shares; 2024Q4: 536,947 shares; 2025Q1: 531,912 shares; 2025Q2: 507,363 shares; 2025Q3: 491,506 shares; 2025Q4: 492,560 shares 492,560 $165M 3.54% +1,054 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: 288,462 shares; 2024Q4: 434,524 shares; 2025Q1: 469,814 shares; 2025Q2: 376,663 shares; 2025Q3: 367,483 shares; 2025Q4: 360,495 shares 360,495 $143M 3.06% -6,988 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: 1,277,133 shares; 2024Q4: 1,364,444 shares; 2025Q1: 1,548,242 shares; 2025Q2: 1,567,786 shares; 2025Q3: 1,525,062 shares; 2025Q4: 1,588,244 shares 1,588,244 $129M 2.76% +63,182 Timeline EIPX 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: 3,466,485 shares; 2024Q4: 3,809,331 shares; 2025Q1: 4,093,723 shares; 2025Q2: 4,173,401 shares; 2025Q3: 4,387,022 shares; 2025Q4: 4,423,773 shares 4,423,773 $117M 2.51% +36,751 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: 1,056,917 shares; 2024Q4: 1,025,513 shares; 2025Q1: 962,818 shares; 2025Q2: 957,674 shares; 2025Q3: 956,976 shares; 2025Q4: 964,894 shares 964,894 $116M 2.49% +7,918 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: 3,463,951 shares; 2024Q4: 3,290,231 shares; 2025Q1: 3,019,391 shares; 2025Q2: 2,931,743 shares; 2025Q3: 2,862,383 shares; 2025Q4: 2,869,696 shares 2,869,696 $109M 2.33% +7,313 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: 6,443,025 shares; 2024Q4: 6,639,763 shares; 2025Q1: 6,249,246 shares; 2025Q2: 2,617,211 shares; 2025Q3: 1,827,328 shares; 2025Q4: 1,600,683 shares 1,600,683 $106M 2.27% -226,645 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: 50,934 shares; 2024Q4: 50,033 shares; 2025Q1: 24,730 shares; 2025Q2: 24,204 shares; 2025Q3: 128,515 shares; 2025Q4: 175,457 shares 175,457 $94M 2.02% +46,942 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: 325,301 shares; 2024Q4: 297,800 shares; 2025Q1: 283,400 shares; 2025Q2: 292,230 shares; 2025Q3: 301,447 shares; 2025Q4: 289,981 shares 289,981 $78.8M 1.69% -11,466 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: 258,250 shares; 2024Q4: 267,246 shares; 2025Q1: 249,279 shares; 2025Q2: 252,633 shares; 2025Q3: 256,617 shares; 2025Q4: 250,320 shares 250,320 $78.3M 1.68% -6,297 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400,000 shares; 2025Q3: 1,400,000 shares; 2025Q4: 1,360,000 shares 1,360,000 $58.5M 1.25% -40,000 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: 102,368 shares; 2024Q4: 102,842 shares; 2025Q1: 93,969 shares; 2025Q2: 91,781 shares; 2025Q3: 84,463 shares; 2025Q4: 84,859 shares 84,859 $53.2M 1.14% +396 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: 692,259 shares; 2024Q4: 651,553 shares; 2025Q1: 579,377 shares; 2025Q2: 535,966 shares; 2025Q3: 535,357 shares; 2025Q4: 517,838 shares 517,838 $53M 1.14% -17,519 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,460 shares; 2024Q4: 902,846 shares; 2025Q1: 747,746 shares; 2025Q2: 711,546 shares; 2025Q3: 543,046 shares; 2025Q4: 520,685 shares 520,685 $45.4M 0.97% -22,361 Timeline DUHP 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: 700,750 shares; 2024Q4: 1,248,100 shares; 2025Q1: 1,153,300 shares; 2025Q2: 1,594,051 shares; 2025Q3: 1,098,401 shares; 2025Q4: 1,037,400 shares 1,037,400 $39.5M 0.85% -61,001 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: 97,415 shares; 2024Q4: 96,122 shares; 2025Q1: 79,396 shares; 2025Q2: 84,019 shares; 2025Q3: 83,716 shares; 2025Q4: 81,118 shares 81,118 $39.2M 0.84% -2,598 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,068 shares; 2024Q4: 511,097 shares; 2025Q1: 504,756 shares; 2025Q2: 513,209 shares; 2025Q3: 402,166 shares; 2025Q4: 386,509 shares 386,509 $31.6M 0.68% -15,657 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: 302,393 shares; 2024Q4: 302,592 shares; 2025Q1: 303,193 shares; 2025Q2: 303,398 shares; 2025Q3: 304,746 shares; 2025Q4: 304,790 shares 304,790 $29.5M 0.63% +44 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,122 shares; 2024Q4: 235,728 shares; 2025Q1: 155,653 shares; 2025Q2: 256,534 shares; 2025Q3: 269,271 shares; 2025Q4: 280,180 shares 280,180 $26.6M 0.57% +10,909 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: 99,828 shares; 2024Q4: 92,757 shares; 2025Q1: 84,362 shares; 2025Q2: 89,538 shares; 2025Q3: 89,247 shares; 2025Q4: 84,096 shares 84,096 $26.4M 0.57% -5,151 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: 186,437 shares; 2024Q4: 186,949 shares; 2025Q1: 165,675 shares; 2025Q2: 170,442 shares; 2025Q3: 172,168 shares; 2025Q4: 171,097 shares 171,097 $26.1M 0.56% -1,071 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,516 shares; 2024Q4: 205,324 shares; 2025Q1: 203,820 shares; 2025Q2: 206,891 shares; 2025Q3: 207,093 shares; 2025Q4: 199,652 shares 199,652 $25.5M 0.55% -7,441 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: 14,378 shares; 2024Q4: 12,397 shares; 2025Q1: 12,045 shares; 2025Q2: 15,891 shares; 2025Q3: 29,770 shares; 2025Q4: 27,413 shares 27,413 $24.1M 0.52% -2,357 Timeline PABU 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: 116,650 shares; 2024Q4: 241,239 shares; 2025Q1: 258,511 shares; 2025Q2: 302,650 shares; 2025Q3: 318,300 shares; 2025Q4: 306,134 shares 306,134 $22.3M 0.48% -12,166 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: 303,311 shares; 2024Q4: 213,541 shares; 2025Q1: 212,573 shares; 2025Q2: 191,231 shares; 2025Q3: 191,713 shares; 2025Q4: 190,627 shares 190,627 $21.8M 0.47% -1,086 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,378 shares; 2024Q4: 147,745 shares; 2025Q1: 284,877 shares; 2025Q2: 426,318 shares; 2025Q3: 341,764 shares; 2025Q4: 395,755 shares 395,755 $21.4M 0.46% +53,991 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: 97,313 shares; 2024Q4: 95,567 shares; 2025Q1: 84,349 shares; 2025Q2: 91,070 shares; 2025Q3: 94,446 shares; 2025Q4: 89,931 shares 89,931 $20.8M 0.45% -4,515 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,060 shares; 2024Q4: 94,060 shares; 2025Q1: 94,095 shares; 2025Q2: 94,095 shares; 2025Q3: 238,238 shares; 2025Q4: 243,938 shares 243,938 $20.4M 0.44% +5,700 Timeline PABD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,424 shares; 2025Q3: 287,800 shares; 2025Q4: 303,714 shares 303,714 $19.6M 0.42% +15,914 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: 108,445 shares; 2024Q4: 117,414 shares; 2025Q1: 79,386 shares; 2025Q2: 99,179 shares; 2025Q3: 106,440 shares; 2025Q4: 103,624 shares 103,624 $19.3M 0.41% -2,816 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,273 shares; 2024Q4: 121,230 shares; 2025Q1: 122,379 shares; 2025Q2: 119,203 shares; 2025Q3: 117,376 shares; 2025Q4: 118,408 shares 118,408 $17.6M 0.38% +1,032 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: 117,881 shares; 2024Q4: 108,717 shares; 2025Q1: 106,518 shares; 2025Q2: 86,843 shares; 2025Q3: 88,066 shares; 2025Q4: 86,807 shares 86,807 $16.9M 0.36% -1,259 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: 37,614 shares; 2024Q4: 48,691 shares; 2025Q1: 32,263 shares; 2025Q2: 40,109 shares; 2025Q3: 52,220 shares; 2025Q4: 35,924 shares 35,924 $16.2M 0.35% -16,296 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: 33,448 shares; 2024Q4: 31,772 shares; 2025Q1: 31,282 shares; 2025Q2: 44,149 shares; 2025Q3: 43,421 shares; 2025Q4: 31,188 shares 31,188 $15.7M 0.34% -12,233 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372,210 shares; 2025Q1: 372,210 shares; 2025Q2: 372,210 shares; 2025Q3: 807,557 shares; 2025Q4: 807,557 shares 807,557 $15.6M 0.33% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 93,400 shares; 2025Q1: 93,400 shares; 2025Q2: 421,786 shares; 2025Q3: 407,186 shares; 2025Q4: 407,186 shares 407,186 $15.5M 0.33% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,769 shares; 2024Q4: 46,007 shares; 2025Q1: 41,215 shares; 2025Q2: 40,094 shares; 2025Q3: 39,916 shares; 2025Q4: 39,912 shares 39,912 $15.4M 0.33% -4 Timeline DXJ 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: 111,430 shares; 2024Q4: 109,970 shares; 2025Q1: 109,970 shares; 2025Q2: 104,870 shares; 2025Q3: 104,450 shares; 2025Q4: 104,450 shares 104,450 $15.1M 0.32% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,286 shares; 2024Q4: 136,488 shares; 2025Q1: 134,990 shares; 2025Q2: 132,177 shares; 2025Q3: 133,645 shares; 2025Q4: 134,100 shares 134,100 $15M 0.32% +455 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: 22,453 shares; 2024Q4: 26,499 shares; 2025Q1: 28,038 shares; 2025Q2: 25,735 shares; 2025Q3: 23,321 shares; 2025Q4: 23,367 shares 23,367 $14.4M 0.31% +46 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,287 shares; 2025Q3: 42,401 shares; 2025Q4: 214,179 shares 214,179 $13.8M 0.3% +171,778 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: 22,513 shares; 2024Q4: 22,491 shares; 2025Q1: 22,492 shares; 2025Q2: 24,610 shares; 2025Q3: 29,777 shares; 2025Q4: 26,929 shares 26,929 $12.7M 0.27% -2,848 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: 112,883 shares; 2024Q4: 82,411 shares; 2025Q1: 81,337 shares; 2025Q2: 80,801 shares; 2025Q3: 78,033 shares; 2025Q4: 89,231 shares 89,231 $12.6M 0.27% +11,198 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: 144,935 shares; 2024Q4: 135,681 shares; 2025Q1: 135,220 shares; 2025Q2: 135,295 shares; 2025Q3: 134,655 shares; 2025Q4: 134,630 shares 134,630 $12.3M 0.26% -25 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: 32,196 shares; 2024Q4: 34,372 shares; 2025Q1: 31,588 shares; 2025Q2: 36,339 shares; 2025Q3: 37,376 shares; 2025Q4: 37,170 shares 37,170 $12M 0.26% -206 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,700 shares; 2024Q4: 126,305 shares; 2025Q1: 139,441 shares; 2025Q2: 186,769 shares; 2025Q3: 140,212 shares; 2025Q4: 109,490 shares 109,490 $11.7M 0.25% -30,722 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: 10,135 shares; 2024Q4: 9,730 shares; 2025Q1: 9,323 shares; 2025Q2: 11,783 shares; 2025Q3: 14,730 shares; 2025Q4: 17,045 shares 17,045 $11.3M 0.24% +2,315 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: 107,053 shares; 2024Q4: 107,764 shares; 2025Q1: 91,994 shares; 2025Q2: 94,274 shares; 2025Q3: 89,816 shares; 2025Q4: 53,545 shares 53,545 $11.1M 0.24% -36,271 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,954 shares; 2024Q4: 260,231 shares; 2025Q1: 257,549 shares; 2025Q2: 154,481 shares; 2025Q3: 109,075 shares; 2025Q4: 113,709 shares 113,709 $11M 0.24% +4,634 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: 260,792 shares; 2024Q4: 264,705 shares; 2025Q1: 266,475 shares; 2025Q2: 268,678 shares; 2025Q3: 270,085 shares; 2025Q4: 269,184 shares 269,184 $11M 0.24% -901 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,169 shares; 2024Q4: 55,637 shares; 2025Q1: 40,212 shares; 2025Q2: 38,666 shares; 2025Q3: 40,139 shares; 2025Q4: 40,123 shares 40,123 $11M 0.23% -16 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,934 shares; 2024Q4: 243,507 shares; 2025Q1: 250,694 shares; 2025Q2: 235,074 shares; 2025Q3: 231,176 shares; 2025Q4: 240,641 shares 240,641 $10.9M 0.23% +9,465 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 48,000 shares; 2025Q1: 42,200 shares; 2025Q2: 42,200 shares; 2025Q3: 42,200 shares; 2025Q4: 42,200 shares 42,200 $10.7M 0.23% 0 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: 20,836 shares; 2024Q4: 21,267 shares; 2025Q1: 21,365 shares; 2025Q2: 70,044 shares; 2025Q3: 68,551 shares; 2025Q4: 71,675 shares 71,675 $10.3M 0.22% +3,124 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: 20,565 shares; 2024Q4: 20,525 shares; 2025Q1: 20,513 shares; 2025Q2: 20,704 shares; 2025Q3: 20,951 shares; 2025Q4: 30,992 shares 30,992 $10.1M 0.22% +10,041 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,504 shares; 2024Q4: 162,406 shares; 2025Q1: 112,251 shares; 2025Q2: 106,851 shares; 2025Q3: 95,401 shares; 2025Q4: 64,641 shares 64,641 $9.12M 0.2% -30,760 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,997 shares; 2024Q4: 334,418 shares; 2025Q1: 331,864 shares; 2025Q2: 332,250 shares; 2025Q3: 333,046 shares; 2025Q4: 330,599 shares 330,599 $9M 0.19% -2,447 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,189 shares; 2024Q4: 43,780 shares; 2025Q1: 42,882 shares; 2025Q2: 41,281 shares; 2025Q3: 22,866 shares; 2025Q4: 22,757 shares 22,757 $8.5M 0.18% -109 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,958 shares; 2024Q4: 134,645 shares; 2025Q1: 202,853 shares; 2025Q2: 182,406 shares; 2025Q3: 168,708 shares; 2025Q4: 165,095 shares 165,095 $8.31M 0.18% -3,613 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: 25,254 shares; 2024Q4: 26,050 shares; 2025Q1: 21,901 shares; 2025Q2: 23,309 shares; 2025Q3: 23,388 shares; 2025Q4: 23,122 shares 23,122 $8.11M 0.17% -266 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: 67,602 shares; 2024Q4: 67,522 shares; 2025Q1: 67,403 shares; 2025Q2: 66,543 shares; 2025Q3: 65,043 shares; 2025Q4: 64,942 shares 64,942 $8M 0.17% -101 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: 28,570 shares; 2024Q4: 23,964 shares; 2025Q1: 23,094 shares; 2025Q2: 24,944 shares; 2025Q3: 25,716 shares; 2025Q4: 23,000 shares 23,000 $7.96M 0.17% -2,716 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219,652 shares; 2025Q3: 219,652 shares; 2025Q4: 166,854 shares 166,854 $7.81M 0.17% -52,798 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,924 shares; 2025Q1: 21,413 shares; 2025Q2: 21,633 shares; 2025Q3: 21,911 shares; 2025Q4: 21,747 shares 21,747 $7.61M 0.16% -164 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,533 shares; 2024Q4: 27,167 shares; 2025Q1: 25,933 shares; 2025Q2: 25,949 shares; 2025Q3: 37,157 shares; 2025Q4: 35,222 shares 35,222 $7.41M 0.16% -1,935 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,286 shares; 2024Q4: 654,175 shares; 2025Q1: 656,575 shares; 2025Q2: 656,604 shares; 2025Q3: 656,772 shares; 2025Q4: 611,671 shares 611,671 $7.35M 0.16% -45,101 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: 53,451 shares; 2024Q4: 37,902 shares; 2025Q1: 26,566 shares; 2025Q2: 30,770 shares; 2025Q3: 33,268 shares; 2025Q4: 237,477 shares 237,477 $7.1M 0.15% +204,209 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: 10,396 shares; 2024Q4: 10,444 shares; 2025Q1: 8,873 shares; 2025Q2: 8,553 shares; 2025Q3: 8,310 shares; 2025Q4: 43,924 shares 43,924 $7.08M 0.15% +35,614 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: 25,296 shares; 2024Q4: 22,920 shares; 2025Q1: 21,852 shares; 2025Q2: 22,971 shares; 2025Q3: 22,636 shares; 2025Q4: 22,818 shares 22,818 $6.97M 0.15% +182 Timeline QUS 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: 36,478 shares; 2024Q4: 35,996 shares; 2025Q1: 36,586 shares; 2025Q2: 37,582 shares; 2025Q3: 37,095 shares; 2025Q4: 39,723 shares 39,723 $6.92M 0.15% +2,628 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $6.79M 0.15% 0 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: 59,979 shares; 2024Q4: 47,847 shares; 2025Q1: 56,081 shares; 2025Q2: 63,250 shares; 2025Q3: 63,253 shares; 2025Q4: 66,648 shares 66,648 $6.66M 0.14% +3,395 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: 107,643 shares; 2024Q4: 104,258 shares; 2025Q1: 94,574 shares; 2025Q2: 90,005 shares; 2025Q3: 75,170 shares; 2025Q4: 148,888 shares 148,888 $6.66M 0.14% +73,718 Timeline LRGF 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: 124,042 shares; 2024Q4: 158,286 shares; 2025Q1: 144,893 shares; 2025Q2: 92,851 shares; 2025Q3: 97,437 shares; 2025Q4: 94,839 shares 94,839 $6.58M 0.14% -2,598 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT 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: 31,017 shares; 2025Q2: 31,017 shares; 2025Q3: 31,017 shares; 2025Q4: 31,019 shares 31,019 $6.4M 0.14% +2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,015 shares; 2024Q4: 162,347 shares; 2025Q1: 103,865 shares; 2025Q2: 99,141 shares; 2025Q3: 94,535 shares; 2025Q4: 108,223 shares 108,223 $6.25M 0.13% +13,688 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: 164,335 shares; 2024Q4: 4,091 shares; 2025Q1: 3,938 shares; 2025Q2: 4,420 shares; 2025Q3: 4,601 shares; 2025Q4: 114,769 shares 114,769 $6.19M 0.13% +110,168 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,995 shares; 2024Q4: 42,013 shares; 2025Q1: 102,151 shares; 2025Q2: 91,928 shares; 2025Q3: 93,675 shares; 2025Q4: 84,145 shares 84,145 $6.19M 0.13% -9,530 Timeline IEUR 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: 43,539 shares; 2024Q4: 43,539 shares; 2025Q1: 43,539 shares; 2025Q2: 89,013 shares; 2025Q3: 87,105 shares; 2025Q4: 86,675 shares 86,675 $6.15M 0.13% -430 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,504 shares 100,504 $6.03M 0.13% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 52,617 shares; 2025Q1: 53,312 shares; 2025Q2: 127,626 shares; 2025Q3: 125,634 shares; 2025Q4: 59,099 shares 59,099 $5.9M 0.13% -66,535 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,372 shares; 2024Q4: 23,579 shares; 2025Q1: 22,217 shares; 2025Q2: 22,463 shares; 2025Q3: 24,563 shares; 2025Q4: 26,519 shares 26,519 $5.82M 0.12% +1,956 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: 80,861 shares; 2024Q4: 82,886 shares; 2025Q1: 77,805 shares; 2025Q2: 80,310 shares; 2025Q3: 81,679 shares; 2025Q4: 82,353 shares 82,353 $5.76M 0.12% +674 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: 10,231 shares; 2024Q4: 9,870 shares; 2025Q1: 9,543 shares; 2025Q2: 9,970 shares; 2025Q3: 10,106 shares; 2025Q4: 9,935 shares 9,935 $5.67M 0.12% -171 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 84,063 shares; 2025Q2: 100,074 shares; 2025Q3: 108,089 shares; 2025Q4: 120,341 shares 120,341 $5.62M 0.12% +12,252 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 62,826 shares; 2025Q1: 42,232 shares; 2025Q2: 44,629 shares; 2025Q3: 47,653 shares; 2025Q4: 42,629 shares 42,629 $5.5M 0.12% -5,024 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: 15,427 shares; 2024Q4: 16,576 shares; 2025Q1: 14,277 shares; 2025Q2: 14,767 shares; 2025Q3: 15,211 shares; 2025Q4: 15,960 shares 15,960 $5.49M 0.12% +749 Timeline CRBN 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: 20,712 shares; 2024Q4: 19,618 shares; 2025Q1: 18,984 shares; 2025Q2: 18,304 shares; 2025Q3: 18,857 shares; 2025Q4: 23,200 shares 23,200 $5.35M 0.11% +4,343 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,875 shares; 2024Q4: 144,175 shares; 2025Q1: 177,877 shares; 2025Q2: 76,776 shares; 2025Q3: 84,554 shares; 2025Q4: 84,947 shares 84,947 $5.31M 0.11% +393 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: 37,027 shares; 2024Q4: 38,544 shares; 2025Q1: 35,457 shares; 2025Q2: 36,564 shares; 2025Q3: 37,396 shares; 2025Q4: 36,849 shares 36,849 $5.28M 0.11% -547 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,321 shares; 2025Q3: 74,324 shares; 2025Q4: 80,349 shares 80,349 $5.09M 0.11% +6,025 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,693 shares; 2024Q4: 18,472 shares; 2025Q1: 16,466 shares; 2025Q2: 17,862 shares; 2025Q3: 18,794 shares; 2025Q4: 19,037 shares 19,037 $5.05M 0.11% +243 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: 30,297 shares; 2024Q4: 30,297 shares; 2025Q1: 33,431 shares; 2025Q2: 22,259 shares; 2025Q3: 20,412 shares; 2025Q4: 25,388 shares 25,388 $5.04M 0.11% +4,976 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 9,155 shares; 2025Q1: 8,749 shares; 2025Q2: 8,761 shares; 2025Q3: 9,711 shares; 2025Q4: 8,697 shares 8,697 $4.98M 0.11% -1,014 Timeline DFGR 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: 179,651 shares; 2025Q3: 179,651 shares; 2025Q4: 179,651 shares 179,651 $4.75M 0.1% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 402,800 shares; 2025Q4: 409,847 shares 409,847 $4.71M 0.1% +7,047 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: 17,813 shares; 2024Q4: 15,980 shares; 2025Q1: 12,942 shares; 2025Q2: 10,677 shares; 2025Q3: 19,759 shares; 2025Q4: 14,092 shares 14,092 $4.65M 0.1% -5,667 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 2,598 shares; 2025Q1: 2,233 shares; 2025Q2: 37,605 shares; 2025Q3: 49,799 shares; 2025Q4: 49,799 shares 49,799 $4.54M 0.1% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,559 shares; 2024Q4: 21,371 shares; 2025Q1: 14,515 shares; 2025Q2: 11,334 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares 9,285 $4.53M 0.1% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,105 shares; 2024Q4: 76,535 shares; 2025Q1: 80,700 shares; 2025Q2: 110,057 shares; 2025Q3: 109,772 shares; 2025Q4: 22,642 shares 22,642 $4.34M 0.09% -87,130 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: 68,535 shares; 2024Q4: 61,945 shares; 2025Q1: 44,010 shares; 2025Q2: 48,104 shares; 2025Q3: 47,014 shares; 2025Q4: 18,904 shares 18,904 $4.32M 0.09% -28,110 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 10,852 shares; 2025Q1: 10,854 shares; 2025Q2: 13,097 shares; 2025Q3: 16,939 shares; 2025Q4: 12,771 shares 12,771 $4.32M 0.09% -4,168 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,944 shares; 2024Q4: 43,947 shares; 2025Q1: 72,214 shares; 2025Q2: 74,009 shares; 2025Q3: 72,334 shares; 2025Q4: 70,679 shares 70,679 $4.24M 0.09% -1,655 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,484 shares; 2024Q4: 27,554 shares; 2025Q1: 23,212 shares; 2025Q2: 17,489 shares; 2025Q3: 17,075 shares; 2025Q4: 16,676 shares 16,676 $4.1M 0.09% -399 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,570 shares; 2025Q2: 21,568 shares; 2025Q3: 40,009 shares; 2025Q4: 40,765 shares 40,765 $4.07M 0.09% +756 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: 7,433 shares; 2024Q4: 7,527 shares; 2025Q1: 6,104 shares; 2025Q2: 7,003 shares; 2025Q3: 7,016 shares; 2025Q4: 7,006 shares 7,006 $4.06M 0.09% -10 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,373 shares; 2024Q4: 264,970 shares; 2025Q1: 247,577 shares; 2025Q2: 157,208 shares; 2025Q3: 153,430 shares; 2025Q4: 81,746 shares 81,746 $3.9M 0.08% -71,684 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,529 shares; 2025Q3: 50,529 shares; 2025Q4: 50,529 shares 50,529 $3.86M 0.08% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,391 shares 13,391 $3.72M 0.08% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 15,347 shares; 2025Q1: 13,953 shares; 2025Q2: 13,532 shares; 2025Q3: 13,739 shares; 2025Q4: 13,974 shares 13,974 $3.59M 0.08% +235 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,402 shares; 2024Q4: 817,427 shares; 2025Q1: 773,167 shares; 2025Q2: 773,167 shares; 2025Q3: 773,170 shares; 2025Q4: 773,174 shares 773,174 $3.59M 0.08% +4 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,298 shares; 2024Q4: 141,589 shares; 2025Q1: 131,931 shares; 2025Q2: 84,127 shares; 2025Q3: 86,977 shares; 2025Q4: 94,210 shares 94,210 $3.56M 0.08% +7,233 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: 268 shares; 2024Q4: 1,424 shares; 2025Q1: 1,059 shares; 2025Q2: 1,731 shares; 2025Q3: 2,131 shares; 2025Q4: 3,307 shares 3,307 $3.55M 0.08% +1,176 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: 8,436 shares; 2024Q4: 8,569 shares; 2025Q1: 7,887 shares; 2025Q2: 27,425 shares; 2025Q3: 22,357 shares; 2025Q4: 9,564 shares 9,564 $3.54M 0.08% -12,793 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,895 shares; 2024Q4: 14,394 shares; 2025Q1: 13,793 shares; 2025Q2: 16,372 shares; 2025Q3: 15,166 shares; 2025Q4: 15,229 shares 15,229 $3.52M 0.08% +63 Timeline EEMA 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: 28,760 shares; 2025Q3: 29,744 shares; 2025Q4: 32,429 shares 32,429 $3.47M 0.07% +2,685 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: 2,495 shares; 2024Q4: 2,473 shares; 2025Q1: 1,327 shares; 2025Q2: 1,712 shares; 2025Q3: 3,029 shares; 2025Q4: 3,159 shares 3,159 $3.39M 0.07% +130 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 11,372 shares; 2025Q1: 11,775 shares; 2025Q2: 27,647 shares; 2025Q3: 65,285 shares; 2025Q4: 61,566 shares 61,566 $3.37M 0.07% -3,719 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: 51,040 shares; 2024Q4: 48,107 shares; 2025Q1: 45,884 shares; 2025Q2: 61,831 shares; 2025Q3: 67,531 shares; 2025Q4: 62,304 shares 62,304 $3.35M 0.07% -5,227 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,986 shares; 2024Q4: 16,417 shares; 2025Q1: 16,650 shares; 2025Q2: 16,987 shares; 2025Q3: 17,017 shares; 2025Q4: 17,162 shares 17,162 $3.35M 0.07% +145 Timeline EWJ 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: 18,314 shares; 2024Q4: 18,314 shares; 2025Q1: 18,314 shares; 2025Q2: 41,360 shares; 2025Q3: 38,832 shares; 2025Q4: 38,832 shares 38,832 $3.14M 0.07% 0 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: 2,012 shares; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: not reported; 2025Q3: 8,683 shares; 2025Q4: 10,733 shares 10,733 $3.06M 0.07% +2,050 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: 54,900 shares; 2024Q4: 54,900 shares; 2025Q1: 109,800 shares; 2025Q2: 322,097 shares; 2025Q3: 305,097 shares; 2025Q4: 92,800 shares 92,800 $3.02M 0.06% -212,297 Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,403 shares; 2024Q4: 534,474 shares; 2025Q1: 534,474 shares; 2025Q2: 748,666 shares; 2025Q3: 748,666 shares; 2025Q4: 748,666 shares 748,666 $3.01M 0.06% 0 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: 47,749 shares; 2024Q4: 51,454 shares; 2025Q1: 53,400 shares; 2025Q2: 53,292 shares; 2025Q3: 55,398 shares; 2025Q4: 54,442 shares 54,442 $2.99M 0.06% -956 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: 22,350 shares; 2024Q4: 16,695 shares; 2025Q1: 13,705 shares; 2025Q2: 16,710 shares; 2025Q3: 15,923 shares; 2025Q4: 16,028 shares 16,028 $2.94M 0.06% +105 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: 25,702 shares; 2024Q4: 28,969 shares; 2025Q1: 20,936 shares; 2025Q2: 23,796 shares; 2025Q3: 23,035 shares; 2025Q4: 23,342 shares 23,342 $2.92M 0.06% +307 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: 11,109 shares; 2024Q4: 11,112 shares; 2025Q1: 11,061 shares; 2025Q2: 11,089 shares; 2025Q3: 11,139 shares; 2025Q4: 11,089 shares 11,089 $2.87M 0.06% -50 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,961 shares; 2024Q4: 60,438 shares; 2025Q1: 62,548 shares; 2025Q2: 61,402 shares; 2025Q3: 61,135 shares; 2025Q4: 64,723 shares 64,723 $2.86M 0.06% +3,588 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,237 shares; 2024Q4: 38,237 shares; 2025Q1: 69,174 shares; 2025Q2: 51,160 shares; 2025Q3: 51,160 shares; 2025Q4: 51,160 shares 51,160 $2.71M 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 13,739 shares; 2025Q1: 12,835 shares; 2025Q2: 13,192 shares; 2025Q3: 13,494 shares; 2025Q4: 15,188 shares 15,188 $2.7M 0.06% +1,694 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,843 shares; 2025Q2: 32,787 shares; 2025Q3: 33,092 shares; 2025Q4: 35,659 shares 35,659 $2.67M 0.06% +2,567 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,615 shares; 2024Q4: 162,615 shares; 2025Q1: 112,615 shares; 2025Q2: 112,623 shares; 2025Q3: 112,627 shares; 2025Q4: 112,615 shares 112,615 $2.67M 0.06% -12 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 16,049 shares; 2025Q1: 16,005 shares; 2025Q2: 16,034 shares; 2025Q3: 16,075 shares; 2025Q4: 16,160 shares 16,160 $2.62M 0.06% +85 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: 12,529 shares; 2025Q1: 11,958 shares; 2025Q2: 12,073 shares; 2025Q3: 12,324 shares; 2025Q4: 10,708 shares 10,708 $2.58M 0.06% -1,616 Timeline GUNR 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: 53,958 shares; 2024Q4: 55,180 shares; 2025Q1: 55,551 shares; 2025Q2: 55,290 shares; 2025Q3: 55,732 shares; 2025Q4: 56,120 shares 56,120 $2.57M 0.06% +388 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: 14,544 shares; 2024Q4: 13,827 shares; 2025Q1: 15,427 shares; 2025Q2: 11,892 shares; 2025Q3: 10,798 shares; 2025Q4: 25,736 shares 25,736 $2.45M 0.05% +14,938 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: 11,453 shares; 2024Q4: 11,453 shares; 2025Q1: 11,453 shares; 2025Q2: 11,453 shares; 2025Q3: 11,453 shares; 2025Q4: 11,453 shares 11,453 $2.43M 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,275 shares; 2024Q4: 41,676 shares; 2025Q1: 41,552 shares; 2025Q2: 39,152 shares; 2025Q3: 16,875 shares; 2025Q4: 15,527 shares 15,527 $2.4M 0.05% -1,348 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: 1,274 shares; 2024Q4: 1,600 shares; 2025Q1: 1,422 shares; 2025Q2: 1,734 shares; 2025Q3: 1,602 shares; 2025Q4: 25,583 shares 25,583 $2.4M 0.05% +23,981 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: 15,287 shares; 2024Q4: 15,292 shares; 2025Q1: 14,350 shares; 2025Q2: 14,949 shares; 2025Q3: 14,635 shares; 2025Q4: 14,911 shares 14,911 $2.39M 0.05% +276 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,577 shares 136,577 $2.32M 0.05% new 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: 19,690 shares; 2024Q4: 21,971 shares; 2025Q1: 21,298 shares; 2025Q2: 21,237 shares; 2025Q3: 22,779 shares; 2025Q4: 21,691 shares 21,691 $2.3M 0.05% -1,088 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: 2,666 shares; 2024Q4: 3,578 shares; 2025Q1: 2,063 shares; 2025Q2: 2,357 shares; 2025Q3: 3,661 shares; 2025Q4: 2,625 shares 2,625 $2.26M 0.05% -1,036 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,337 shares; 2024Q4: 32,137 shares; 2025Q1: 32,137 shares; 2025Q2: 32,137 shares; 2025Q3: 31,800 shares; 2025Q4: 48,060 shares 48,060 $2.21M 0.05% +16,260 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,086 shares; 2025Q1: 4,084 shares; 2025Q2: 4,287 shares; 2025Q3: 4,325 shares; 2025Q4: 4,308 shares 4,308 $2.2M 0.05% -17 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,611 shares; 2024Q4: 11,632 shares; 2025Q1: 10,351 shares; 2025Q2: 8,700 shares; 2025Q3: 8,050 shares; 2025Q4: 7,541 shares 7,541 $2.19M 0.05% -509 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: 12,577 shares; 2024Q4: 11,420 shares; 2025Q1: 8,793 shares; 2025Q2: 9,570 shares; 2025Q3: 9,564 shares; 2025Q4: 9,536 shares 9,536 $2.19M 0.05% -28 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 13,020 shares; 2025Q1: 14,875 shares; 2025Q2: 14,851 shares; 2025Q3: 15,012 shares; 2025Q4: 15,012 shares 15,012 $2.12M 0.05% 0 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: 31,843 shares; 2024Q4: 35,329 shares; 2025Q1: 22,322 shares; 2025Q2: 12,615 shares; 2025Q3: 10,620 shares; 2025Q4: 10,974 shares 10,974 $2.1M 0.04% +354 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,150 shares; 2024Q4: 14,045 shares; 2025Q1: 15,102 shares; 2025Q2: 13,091 shares; 2025Q3: 12,134 shares; 2025Q4: 12,193 shares 12,193 $2.09M 0.04% +59 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: 309 shares; 2024Q4: 273 shares; 2025Q1: 267 shares; 2025Q2: 1,423 shares; 2025Q3: 1,390 shares; 2025Q4: 379 shares 379 $2.03M 0.04% -1,011 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: 2,764 shares; 2024Q4: 2,772 shares; 2025Q1: 2,775 shares; 2025Q2: 2,778 shares; 2025Q3: 2,759 shares; 2025Q4: 2,668 shares 2,668 $2.01M 0.04% -91 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: 20,045 shares; 2024Q4: 20,091 shares; 2025Q1: 20,090 shares; 2025Q2: 20,107 shares; 2025Q3: 20,303 shares; 2025Q4: 20,238 shares 20,238 $2.01M 0.04% -65 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 30,032 shares; 2025Q4: 29,935 shares 29,935 $2.01M 0.04% -97 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: 3,004 shares; 2024Q4: 3,178 shares; 2025Q1: 3,004 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 3,247 shares 3,247 $1.97M 0.04% +398 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,567 shares; 2025Q1: 163,836 shares; 2025Q2: 89,946 shares; 2025Q3: 70,402 shares; 2025Q4: 50,627 shares 50,627 $1.96M 0.04% -19,775 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: 64,190 shares; 2024Q4: 55,346 shares; 2025Q1: 40,986 shares; 2025Q2: 41,269 shares; 2025Q3: 41,536 shares; 2025Q4: 40,634 shares 40,634 $1.91M 0.04% -902 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 15,019 shares; 2025Q1: 10,180 shares; 2025Q2: 11,130 shares; 2025Q3: 11,120 shares; 2025Q4: 12,994 shares 12,994 $1.9M 0.04% +1,874 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: 13,672 shares; 2024Q4: 20,483 shares; 2025Q1: 17,434 shares; 2025Q2: 22,822 shares; 2025Q3: 24,367 shares; 2025Q4: 24,636 shares 24,636 $1.9M 0.04% +269 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,300 shares; 2025Q1: 3,275 shares; 2025Q2: 4,442 shares; 2025Q3: 4,452 shares; 2025Q4: 4,477 shares 4,477 $1.89M 0.04% +25 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: 25,372 shares; 2024Q4: 77,894 shares; 2025Q1: 75,888 shares; 2025Q2: 73,230 shares; 2025Q3: 69,958 shares; 2025Q4: 70,153 shares 70,153 $1.89M 0.04% +195 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES 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: 34,115 shares; 2025Q2: 43,127 shares; 2025Q3: 43,081 shares; 2025Q4: 43,130 shares 43,130 $1.87M 0.04% +49 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,663 shares; 2024Q4: 22,663 shares; 2025Q1: 18,414 shares; 2025Q2: 18,304 shares; 2025Q3: 18,431 shares; 2025Q4: 18,408 shares 18,408 $1.86M 0.04% -23 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 4,547 shares; 2025Q1: 4,312 shares; 2025Q2: 6,549 shares; 2025Q3: 6,715 shares; 2025Q4: 8,626 shares 8,626 $1.8M 0.04% +1,911 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: 53,151 shares; 2024Q4: 47,067 shares; 2025Q1: 42,662 shares; 2025Q2: 43,857 shares; 2025Q3: 50,160 shares; 2025Q4: 48,641 shares 48,641 $1.79M 0.04% -1,519 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: 5,042 shares; 2025Q3: 12,410 shares; 2025Q4: 11,631 shares 11,631 $1.79M 0.04% -779 Timeline PPA 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: 11,239 shares; 2024Q4: 11,239 shares; 2025Q1: 11,239 shares; 2025Q2: 11,239 shares; 2025Q3: 11,239 shares; 2025Q4: 11,239 shares 11,239 $1.76M 0.04% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC 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: 106,955 shares; 2025Q4: 106,955 shares 106,955 $1.75M 0.04% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 11,843 shares; 2025Q1: 11,831 shares; 2025Q2: 12,528 shares; 2025Q3: 12,679 shares; 2025Q4: 12,518 shares 12,518 $1.7M 0.04% -161 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: 21,263 shares; 2024Q4: 21,627 shares; 2025Q1: 21,627 shares; 2025Q2: 21,797 shares; 2025Q3: 18,691 shares; 2025Q4: 18,825 shares 18,825 $1.68M 0.04% +134 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: 5,606 shares; 2024Q4: 8,362 shares; 2025Q1: 4,195 shares; 2025Q2: 5,677 shares; 2025Q3: 5,524 shares; 2025Q4: 5,424 shares 5,424 $1.67M 0.04% -100 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: 124,963 shares; 2024Q4: 18,573 shares; 2025Q1: 18,420 shares; 2025Q2: 19,213 shares; 2025Q3: 19,447 shares; 2025Q4: 19,415 shares 19,415 $1.63M 0.04% -32 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,597 shares; 2024Q4: 14,572 shares; 2025Q1: 14,572 shares; 2025Q2: 14,012 shares; 2025Q3: 13,459 shares; 2025Q4: 13,409 shares 13,409 $1.6M 0.03% -50 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 7,736 shares; 2025Q1: 6,926 shares; 2025Q2: 6,921 shares; 2025Q3: 5,906 shares; 2025Q4: 6,190 shares 6,190 $1.6M 0.03% +284 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,764 shares; 2025Q1: 3,764 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,823 shares 3,823 $1.58M 0.03% +59 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: 12,353 shares; 2025Q1: 49,353 shares; 2025Q2: not reported; 2025Q3: 8,991 shares; 2025Q4: 9,230 shares 9,230 $1.56M 0.03% +239 Timeline IBDS 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: 63,500 shares; 2024Q4: 63,500 shares; 2025Q1: 63,500 shares; 2025Q2: 63,500 shares; 2025Q3: 63,500 shares; 2025Q4: 63,500 shares 63,500 $1.54M 0.03% 0 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: 2,385 shares; 2024Q4: 2,160 shares; 2025Q1: 2,195 shares; 2025Q2: 2,080 shares; 2025Q3: 2,128 shares; 2025Q4: 2,941 shares 2,941 $1.54M 0.03% +813 Timeline IBDR 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: 63,400 shares; 2024Q4: 63,400 shares; 2025Q1: 63,400 shares; 2025Q2: 63,400 shares; 2025Q3: 63,400 shares; 2025Q4: 63,400 shares 63,400 $1.54M 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,070 shares; 2024Q4: 26,028 shares; 2025Q1: 22,676 shares; 2025Q2: 22,779 shares; 2025Q3: 22,725 shares; 2025Q4: 22,647 shares 22,647 $1.52M 0.03% -78 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 2,935 shares; 2025Q2: 6,591 shares; 2025Q3: 6,816 shares; 2025Q4: 6,617 shares 6,617 $1.49M 0.03% -199 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,240 shares; 2024Q4: 37,106 shares; 2025Q1: 26,642 shares; 2025Q2: 24,652 shares; 2025Q3: 11,305 shares; 2025Q4: 12,401 shares 12,401 $1.49M 0.03% +1,096 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: 25,130 shares; 2024Q4: 25,130 shares; 2025Q1: 25,103 shares; 2025Q2: 25,224 shares; 2025Q3: 25,330 shares; 2025Q4: 25,423 shares 25,423 $1.48M 0.03% +93 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,309 shares; 2025Q1: 39,309 shares; 2025Q2: 39,309 shares; 2025Q3: 33,409 shares; 2025Q4: 24,609 shares 24,609 $1.48M 0.03% -8,800 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,970 shares; 2024Q4: 11,382 shares; 2025Q1: 11,295 shares; 2025Q2: 11,353 shares; 2025Q3: 11,375 shares; 2025Q4: 11,338 shares 11,338 $1.45M 0.03% -37 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,080 shares; 2025Q1: 7,915 shares; 2025Q2: 35,509 shares; 2025Q3: 30,718 shares; 2025Q4: 10,899 shares 10,899 $1.43M 0.03% -19,819 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 25,858 shares; 2025Q1: 41,436 shares; 2025Q2: 36,513 shares; 2025Q3: 36,513 shares; 2025Q4: 34,563 shares 34,563 $1.43M 0.03% -1,950 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 12,186 shares; 2025Q1: 12,186 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,192 shares 12,192 $1.4M 0.03% +6 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 4,463 shares; 2025Q1: 4,465 shares; 2025Q2: 4,469 shares; 2025Q3: 4,474 shares; 2025Q4: 4,479 shares 4,479 $1.39M 0.03% +5 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,996 shares; 2025Q1: 2,377 shares; 2025Q2: 3,038 shares; 2025Q3: 11,737 shares; 2025Q4: 17,551 shares 17,551 $1.39M 0.03% +5,814 Timeline SPYX 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: 23,956 shares; 2024Q4: 23,956 shares; 2025Q1: 23,956 shares; 2025Q2: 23,289 shares; 2025Q3: 24,888 shares; 2025Q4: 24,496 shares 24,496 $1.38M 0.03% -392 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,151 shares; 2024Q4: 19,921 shares; 2025Q1: 19,250 shares; 2025Q2: 19,147 shares; 2025Q3: 18,497 shares; 2025Q4: 18,492 shares 18,492 $1.36M 0.03% -5 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,271 shares; 2025Q3: 12,220 shares; 2025Q4: 12,220 shares 12,220 $1.35M 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 4,624 shares; 2025Q1: 4,548 shares; 2025Q2: 3,928 shares; 2025Q3: 2,745 shares; 2025Q4: 2,795 shares 2,795 $1.31M 0.03% +50 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,709 shares; 2024Q4: 40,595 shares; 2025Q1: 42,644 shares; 2025Q2: 45,691 shares; 2025Q3: 45,731 shares; 2025Q4: 23,916 shares 23,916 $1.3M 0.03% -21,815 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 9,724 shares; 2025Q1: 9,724 shares; 2025Q2: 9,724 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares 7,780 $1.29M 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 11,118 shares; 2025Q1: 10,624 shares; 2025Q2: 9,808 shares; 2025Q3: 9,808 shares; 2025Q4: 9,445 shares 9,445 $1.29M 0.03% -363 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,919 shares 29,919 $1.28M 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 4,093 shares; 2025Q1: 4,199 shares; 2025Q2: 6,806 shares; 2025Q3: 5,787 shares; 2025Q4: 6,918 shares 6,918 $1.27M 0.03% +1,131 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 49,825 shares 49,825 $1.27M 0.03% +9,825 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,048 shares; 2024Q4: 34,217 shares; 2025Q1: 36,324 shares; 2025Q2: 35,378 shares; 2025Q3: 32,205 shares; 2025Q4: 32,148 shares 32,148 $1.24M 0.03% -57 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: 2,217 shares; 2025Q1: 2,042 shares; 2025Q2: 2,065 shares; 2025Q3: 2,235 shares; 2025Q4: 2,914 shares 2,914 $1.24M 0.03% +679 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,012 shares; 2024Q4: 15,814 shares; 2025Q1: 15,814 shares; 2025Q2: 15,852 shares; 2025Q3: 15,817 shares; 2025Q4: 15,861 shares 15,861 $1.24M 0.03% +44 Timeline EMB 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: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 10,444 shares; 2025Q2: 13,820 shares; 2025Q3: 13,502 shares; 2025Q4: 12,660 shares 12,660 $1.22M 0.03% -842 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 9,549 shares; 2025Q1: 11,964 shares; 2025Q2: 11,964 shares; 2025Q3: 11,964 shares; 2025Q4: 11,964 shares 11,964 $1.22M 0.03% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,796 shares; 2024Q4: 173,035 shares; 2025Q1: 173,035 shares; 2025Q2: 132,210 shares; 2025Q3: 132,210 shares; 2025Q4: 132,210 shares 132,210 $1.2M 0.03% 0 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,998 shares; 2025Q3: 15,998 shares; 2025Q4: 15,998 shares 15,998 $1.19M 0.03% 0 Timeline URTH 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: 6,072 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 6,072 shares; 2025Q3: 6,072 shares; 2025Q4: 6,131 shares 6,131 $1.14M 0.02% +59 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 7,354 shares; 2025Q1: 6,633 shares; 2025Q2: 3,396 shares; 2025Q3: 5,652 shares; 2025Q4: 4,238 shares 4,238 $1.14M 0.02% -1,414 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 9,341 shares; 2025Q1: 8,765 shares; 2025Q2: 8,767 shares; 2025Q3: 8,767 shares; 2025Q4: 8,767 shares 8,767 $1.13M 0.02% 0 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: 2,481 shares; 2024Q4: 1,929 shares; 2025Q1: 1,656 shares; 2025Q2: 2,853 shares; 2025Q3: 2,805 shares; 2025Q4: 3,821 shares 3,821 $1.13M 0.02% +1,016 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,703 shares; 2024Q4: 8,002 shares; 2025Q1: 8,002 shares; 2025Q2: 8,002 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares 8,002 $1.11M 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,485 shares; 2025Q1: 1,857 shares; 2025Q2: 2,164 shares; 2025Q3: 2,179 shares; 2025Q4: 2,156 shares 2,156 $1.1M 0.02% -23 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $1.1M 0.02% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,273 shares; 2025Q1: 3,254 shares; 2025Q2: 3,260 shares; 2025Q3: 3,266 shares; 2025Q4: 3,302 shares 3,302 $1.09M 0.02% +36 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,392 shares; 2025Q3: 15,449 shares; 2025Q4: 37,929 shares 37,929 $1.08M 0.02% +22,480 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,858 shares; 2025Q1: 89,342 shares; 2025Q2: 61,782 shares; 2025Q3: 61,976 shares; 2025Q4: 64,136 shares 64,136 $1.07M 0.02% +2,160 Timeline URA 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: not reported; 2025Q3: not reported; 2025Q4: 25,065 shares 25,065 $1.07M 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,455 shares; 2025Q4: 3,451 shares 3,451 $1.07M 0.02% -4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 13,240 shares; 2025Q2: 13,240 shares; 2025Q3: 13,240 shares; 2025Q4: 13,240 shares 13,240 $1.06M 0.02% 0 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: 11,620 shares; 2024Q4: 10,220 shares; 2025Q1: 5,787 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 12,512 shares 12,512 $1.05M 0.02% +7,792 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 24,388 shares; 2025Q1: 39,226 shares; 2025Q2: 14,362 shares; 2025Q3: 13,968 shares; 2025Q4: 12,990 shares 12,990 $1.05M 0.02% -978 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: 1,613 shares; 2024Q4: 1,632 shares; 2025Q1: 1,900 shares; 2025Q2: 1,977 shares; 2025Q3: 2,011 shares; 2025Q4: 2,112 shares 2,112 $1.02M 0.02% +101 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,871 shares; 2025Q2: 1,922 shares; 2025Q3: 1,476 shares; 2025Q4: 951 shares 951 $1.02M 0.02% -525 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,307 shares; 2025Q1: 3,312 shares; 2025Q2: 5,783 shares; 2025Q3: 5,794 shares; 2025Q4: 5,884 shares 5,884 $1.02M 0.02% +90 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 56,338 shares; 2025Q2: 56,420 shares; 2025Q3: 56,338 shares; 2025Q4: 56,338 shares 56,338 $995K 0.02% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,914 shares; 2025Q3: 1,945 shares; 2025Q4: 6,108 shares 6,108 $990K 0.02% +4,163 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,400 shares 37,400 $983K 0.02% new 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: 5,086 shares; 2025Q1: 6,757 shares; 2025Q2: 6,758 shares; 2025Q3: 6,828 shares; 2025Q4: 6,826 shares 6,826 $968K 0.02% -2 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,798 shares; 2025Q1: 1,796 shares; 2025Q2: 2,033 shares; 2025Q3: 2,040 shares; 2025Q4: 1,648 shares 1,648 $957K 0.02% -392 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: 52,548 shares; 2024Q4: 52,547 shares; 2025Q1: 48,671 shares; 2025Q2: 48,539 shares; 2025Q3: 47,998 shares; 2025Q4: 47,998 shares 47,998 $954K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 9,553 shares; 2025Q1: 11,811 shares; 2025Q2: 14,093 shares; 2025Q3: 15,774 shares; 2025Q4: 11,878 shares 11,878 $954K 0.02% -3,896 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,673 shares; 2025Q1: 7,641 shares; 2025Q2: 7,640 shares; 2025Q3: 7,658 shares; 2025Q4: 7,999 shares 7,999 $939K 0.02% +341 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: 43,957 shares; 2024Q4: 38,821 shares; 2025Q1: 29,512 shares; 2025Q2: 36,083 shares; 2025Q3: 38,200 shares; 2025Q4: 37,537 shares 37,537 $935K 0.02% -663 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 683 shares; 2025Q1: 490 shares; 2025Q2: 1,043 shares; 2025Q3: 1,094 shares; 2025Q4: 6,094 shares 6,094 $934K 0.02% +5,000 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,955 shares; 2024Q4: 18,043 shares; 2025Q1: 5,385 shares; 2025Q2: 4,669 shares; 2025Q3: 4,173 shares; 2025Q4: 4,074 shares 4,074 $921K 0.02% -99 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,743 shares; 2025Q1: 1,432 shares; 2025Q2: 1,479 shares; 2025Q3: 1,499 shares; 2025Q4: 1,478 shares 1,478 $920K 0.02% -21 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: 8,240 shares; 2024Q4: 5,260 shares; 2025Q1: 5,432 shares; 2025Q2: 4,680 shares; 2025Q3: 9,963 shares; 2025Q4: 9,795 shares 9,795 $913K 0.02% -168 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: 18,945 shares; 2024Q4: 19,515 shares; 2025Q1: 19,515 shares; 2025Q2: 18,945 shares; 2025Q3: 18,945 shares; 2025Q4: 18,945 shares 18,945 $907K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares 7,710 $906K 0.02% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,493 shares 1,493 $869K 0.02% +1 Timeline ESGV 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: 22,915 shares; 2024Q4: 22,915 shares; 2025Q1: 7,083 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares; 2025Q4: 7,083 shares 7,083 $857K 0.02% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 37,927 shares; 2025Q1: 33,343 shares; 2025Q2: 33,419 shares; 2025Q3: 33,577 shares; 2025Q4: 32,100 shares 32,100 $845K 0.02% -1,477 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: 4,647 shares; 2024Q4: 3,755 shares; 2025Q1: 5,876 shares; 2025Q2: 6,394 shares; 2025Q3: 6,374 shares; 2025Q4: 7,187 shares 7,187 $839K 0.02% +813 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,325 shares; 2025Q1: 3,214 shares; 2025Q2: 3,223 shares; 2025Q3: 3,245 shares; 2025Q4: 3,256 shares 3,256 $834K 0.02% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,797 shares; 2025Q4: 1,767 shares 1,767 $830K 0.02% -30 Timeline EWC 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: 15,378 shares; 2024Q4: 15,378 shares; 2025Q1: 15,378 shares; 2025Q2: 15,378 shares; 2025Q3: 15,378 shares; 2025Q4: 15,378 shares 15,378 $829K 0.02% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 25,984 shares; 2025Q4: 61,485 shares 61,485 $824K 0.02% +35,501 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,122 shares; 2025Q1: 2,102 shares; 2025Q2: 3,187 shares; 2025Q3: 3,213 shares; 2025Q4: 3,380 shares 3,380 $819K 0.02% +167 Timeline QXO QXO INC More: the full row for QXO 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: 14,200 shares; 2025Q4: 42,300 shares 42,300 $816K 0.02% +28,100 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 241 shares; 2025Q4: 240 shares 240 $814K 0.02% -1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,016 shares; 2025Q3: 24,554 shares; 2025Q4: 3,533 shares 3,533 $804K 0.02% -21,021 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,587 shares; 2025Q1: 6,500 shares; 2025Q2: 6,844 shares; 2025Q3: 4,146 shares; 2025Q4: 3,937 shares 3,937 $800K 0.02% -209 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,750 shares; 2025Q2: 4,874 shares; 2025Q3: 5,196 shares; 2025Q4: 4,936 shares 4,936 $800K 0.02% -260 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,830 shares; 2024Q4: 64,793 shares; 2025Q1: 46,835 shares; 2025Q2: 44,877 shares; 2025Q3: 44,894 shares; 2025Q4: 4,868 shares 4,868 $792K 0.02% -40,026 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: 1,114 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 991 shares; 2025Q3: 1,688 shares; 2025Q4: 2,167 shares 2,167 $780K 0.02% +479 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND 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: 14,263 shares; 2025Q4: 14,279 shares 14,279 $773K 0.02% +16 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: 10,504 shares; 2025Q1: 10,677 shares; 2025Q2: 10,541 shares; 2025Q3: 10,127 shares; 2025Q4: 10,123 shares 10,123 $770K 0.02% -4 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: 7,210 shares; 2024Q4: 7,425 shares; 2025Q1: 8,200 shares; 2025Q2: 8,923 shares; 2025Q3: 8,272 shares; 2025Q4: 8,170 shares 8,170 $765K 0.02% -102 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,182 shares; 2025Q1: 4,178 shares; 2025Q2: 5,590 shares; 2025Q3: 5,577 shares; 2025Q4: 5,453 shares 5,453 $763K 0.02% -124 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,674 shares; 2025Q4: 1,673 shares 1,673 $759K 0.02% -1 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: 89,041 shares; 2024Q4: 73,390 shares; 2025Q1: 29,537 shares; 2025Q2: 11,032 shares; 2025Q3: 10,210 shares; 2025Q4: 8,573 shares 8,573 $759K 0.02% -1,637 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: 3,190 shares; 2024Q4: 3,519 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,401 shares 3,401 $748K 0.02% +200 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,817 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 8,817 shares; 2025Q4: 8,817 shares 8,817 $746K 0.02% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,610 shares; 2024Q4: 71,133 shares; 2025Q1: 30,183 shares; 2025Q2: 17,704 shares; 2025Q3: 17,102 shares; 2025Q4: 15,195 shares 15,195 $725K 0.02% -1,907 Timeline EDIV 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: 9,420 shares; 2024Q4: 7,720 shares; 2025Q1: 15,440 shares; 2025Q2: 15,440 shares; 2025Q3: 18,200 shares; 2025Q4: 18,200 shares 18,200 $713K 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,217 shares; 2025Q1: 2,224 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,220 shares 2,220 $710K 0.02% -6 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: 949 shares; 2024Q4: 1,477 shares; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,053 shares; 2025Q4: 1,062 shares 1,062 $694K 0.01% +9 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,293 shares; 2025Q1: 4,835 shares; 2025Q2: 10,466 shares; 2025Q3: 9,373 shares; 2025Q4: 9,398 shares 9,398 $691K 0.01% +25 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 6,495 shares; 2025Q1: 6,495 shares; 2025Q2: 6,518 shares; 2025Q3: 6,541 shares; 2025Q4: 13,082 shares 13,082 $690K 0.01% +6,541 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,701 shares; 2025Q4: 1,694 shares 1,694 $684K 0.01% -7 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,317 shares; 2025Q1: 2,246 shares; 2025Q2: 3,937 shares; 2025Q3: 5,514 shares; 2025Q4: 5,430 shares 5,430 $683K 0.01% -84 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: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,971 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 3,971 shares 3,971 $667K 0.01% 0 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: 10,930 shares; 2024Q4: 15,389 shares; 2025Q1: 12,241 shares; 2025Q2: 26,860 shares; 2025Q3: 14,245 shares; 2025Q4: 26,176 shares 26,176 $650K 0.01% +11,931 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,012 shares; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 528 shares; 2025Q4: 1,670 shares 1,670 $650K 0.01% +1,142 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,554 shares; 2024Q4: 111,554 shares; 2025Q1: 95,462 shares; 2025Q2: 95,462 shares; 2025Q3: 95,570 shares; 2025Q4: 95,462 shares 95,462 $646K 0.01% -108 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: not reported; 2024Q4: 1,187 shares; 2025Q1: 3,104 shares; 2025Q2: 3,542 shares; 2025Q3: 3,585 shares; 2025Q4: 4,158 shares 4,158 $641K 0.01% +573 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,252 shares; 2025Q3: 3,432 shares; 2025Q4: 3,268 shares 3,268 $635K 0.01% -164 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: not reported; 2025Q4: 3,300 shares 3,300 $615K 0.01% new Timeline XLG 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: 4,419 shares; 2025Q4: 10,261 shares 10,261 $608K 0.01% +5,842 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,419 shares; 2025Q3: 4,379 shares; 2025Q4: 4,381 shares 4,381 $604K 0.01% +2 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,758 shares; 2025Q1: 8,758 shares; 2025Q2: 8,758 shares; 2025Q3: 8,758 shares; 2025Q4: 8,758 shares 8,758 $597K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,133 shares; 2025Q1: not reported; 2025Q2: 4,728 shares; 2025Q3: 4,012 shares; 2025Q4: 6,467 shares 6,467 $594K 0.01% +2,455 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,566 shares; 2025Q3: 22,918 shares; 2025Q4: 2,180 shares 2,180 $591K 0.01% -20,738 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,220 shares; 2025Q2: 6,046 shares; 2025Q3: 6,046 shares; 2025Q4: 6,046 shares 6,046 $588K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 1,992 shares; 2025Q1: 1,580 shares; 2025Q2: 1,711 shares; 2025Q3: 1,807 shares; 2025Q4: 1,745 shares 1,745 $588K 0.01% -62 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 7,272 shares; 2025Q1: 7,272 shares; 2025Q2: 7,272 shares; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares 7,272 $587K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares; 2025Q3: 2,164 shares; 2025Q4: 2,732 shares 2,732 $579K 0.01% +568 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 11,900 shares; 2025Q1: 11,908 shares; 2025Q2: 11,914 shares; 2025Q3: 9,068 shares; 2025Q4: 7,131 shares 7,131 $572K 0.01% -1,937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,362 shares; 2025Q4: 2,207 shares 2,207 $571K 0.01% -155 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,612 shares 9,612 $561K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 875 shares; 2025Q1: 463 shares; 2025Q2: 472 shares; 2025Q3: 478 shares; 2025Q4: 636 shares 636 $559K 0.01% +158 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,048 shares 1,048 $558K 0.01% -9 Timeline NORW 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: 18,232 shares; 2024Q4: 18,232 shares; 2025Q1: 18,232 shares; 2025Q2: 18,232 shares; 2025Q3: 18,232 shares; 2025Q4: 18,232 shares 18,232 $556K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares 9,150 $553K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 801 shares; 2025Q1: 803 shares; 2025Q2: 804 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares 1,139 $549K 0.01% +1 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,432 shares; 2025Q3: 8,432 shares; 2025Q4: 8,432 shares 8,432 $548K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 1,213 shares; 2025Q1: 1,009 shares; 2025Q2: 1,539 shares; 2025Q3: 1,675 shares; 2025Q4: 1,711 shares 1,711 $545K 0.01% +36 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 3,228 shares; 2025Q4: 2,959 shares 2,959 $533K 0.01% -269 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 5,287 shares; 2025Q4: 5,287 shares 5,287 $527K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,373 shares; 2025Q1: 5,373 shares; 2025Q2: 5,373 shares; 2025Q3: 5,373 shares; 2025Q4: 5,373 shares 5,373 $517K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,882 shares; 2025Q3: 6,120 shares; 2025Q4: 6,342 shares 6,342 $514K 0.01% +222 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,617 shares; 2025Q2: 2,836 shares; 2025Q3: 2,971 shares; 2025Q4: 2,948 shares 2,948 $511K 0.01% -23 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 1,768 shares; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 4,705 shares; 2025Q4: 5,004 shares 5,004 $496K 0.01% +299 Timeline THO THOR INDS INC More: the full row for THOR INDS 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: 64,523 shares; 2025Q3: 62,618 shares; 2025Q4: 4,795 shares 4,795 $492K 0.01% -57,823 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 90,679 shares; 2025Q3: 70,298 shares; 2025Q4: 5,456 shares 5,456 $487K 0.01% -64,842 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 11,440 shares 11,440 $482K 0.01% -800 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,127 shares; 2024Q4: not reported; 2025Q1: 5,227 shares; 2025Q2: 6,235 shares; 2025Q3: 6,702 shares; 2025Q4: 7,867 shares 7,867 $473K 0.01% +1,165 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: 1,779 shares; 2024Q4: 3,395 shares; 2025Q1: 1,417 shares; 2025Q2: 1,073 shares; 2025Q3: not reported; 2025Q4: 1,531 shares 1,531 $466K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,093 shares; 2025Q3: 24,223 shares; 2025Q4: 39,096 shares 39,096 $459K 0.01% +14,873 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: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,354 shares 7,354 $457K 0.01% +334 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: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,589 shares; 2025Q2: 10,648 shares; 2025Q3: 8,653 shares; 2025Q4: 8,944 shares 8,944 $455K 0.01% +291 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,641 shares; 2024Q4: 51,641 shares; 2025Q1: 51,841 shares; 2025Q2: 51,641 shares; 2025Q3: 51,641 shares; 2025Q4: 35,210 shares 35,210 $449K 0.01% -16,431 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: 8,621 shares; 2024Q4: 8,638 shares; 2025Q1: 8,200 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 12,787 shares 12,787 $444K 0.01% 0 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: 9,442 shares; 2024Q4: 9,442 shares; 2025Q1: 9,958 shares; 2025Q2: 6,205 shares; 2025Q3: 6,205 shares; 2025Q4: 6,205 shares 6,205 $443K 0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST 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: 11,375 shares; 2025Q4: 11,355 shares 11,355 $440K 0.01% -20 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: 5,538 shares; 2024Q4: 5,711 shares; 2025Q1: 5,702 shares; 2025Q2: 5,439 shares; 2025Q3: 6,048 shares; 2025Q4: 2,477 shares 2,477 $439K 0.01% -3,571 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 2,092 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 865 shares; 2025Q4: 1,650 shares 1,650 $434K 0.01% +785 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,638 shares 6,638 $434K 0.01% new 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: 4,680 shares; 2024Q4: 6,846 shares; 2025Q1: 5,807 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares 2,166 $433K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,786 shares 5,786 $431K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 5,798 shares; 2025Q1: 4,972 shares; 2025Q2: 4,992 shares; 2025Q3: 5,239 shares; 2025Q4: 5,052 shares 5,052 $431K 0.01% -187 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,366 shares 13,366 $430K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,737 shares; 2025Q1: not reported; 2025Q2: 3,452 shares; 2025Q3: 2,273 shares; 2025Q4: 2,415 shares 2,415 $429K 0.01% +142 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003 shares 1,003 $423K 0.01% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,276 shares; 2025Q3: 20,701 shares; 2025Q4: 1,621 shares 1,621 $420K 0.01% -19,080 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,725 shares; 2025Q1: 3,984 shares; 2025Q2: 4,054 shares; 2025Q3: 3,901 shares; 2025Q4: 3,787 shares 3,787 $418K 0.01% -114 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: 86,748 shares; 2024Q4: 81,138 shares; 2025Q1: 53,530 shares; 2025Q2: 53,578 shares; 2025Q3: 53,701 shares; 2025Q4: 3,592 shares 3,592 $414K 0.01% -50,109 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 439 shares; 2025Q4: 502 shares 502 $412K 0.01% +63 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,373 shares 5,373 $411K 0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,921 shares; 2025Q1: 3,965 shares; 2025Q2: 3,995 shares; 2025Q3: 4,025 shares; 2025Q4: 4,007 shares 4,007 $409K 0.01% -18 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,846 shares; 2024Q4: 36,996 shares; 2025Q1: 37,356 shares; 2025Q2: 36,506 shares; 2025Q3: 36,391 shares; 2025Q4: 6,243 shares 6,243 $400K 0.01% -30,148 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: 5,183 shares; 2024Q4: 5,183 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,295 shares 5,295 $399K 0.01% +112 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 8,173 shares; 2025Q1: 8,150 shares; 2025Q2: 8,031 shares; 2025Q3: 8,459 shares; 2025Q4: 9,897 shares 9,897 $398K 0.01% +1,438 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,530 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares 8,530 $397K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: 1,345 shares; 2025Q4: 1,632 shares 1,632 $396K 0.01% +287 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares 2,135 $396K 0.01% 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: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares 5,665 $393K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,295 shares 5,295 $392K 0.01% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,500 shares 12,500 $388K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 2,417 shares; 2025Q4: 2,398 shares 2,398 $388K 0.01% -19 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,518 shares 4,518 $386K 0.01% 0 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: 464 shares; 2024Q4: 634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares 667 $378K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,046 shares; 2025Q3: 4,069 shares; 2025Q4: 4,798 shares 4,798 $377K 0.01% +729 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,392 shares; 2025Q1: 2,357 shares; 2025Q2: 2,495 shares; 2025Q3: 2,481 shares; 2025Q4: 2,472 shares 2,472 $374K 0.01% -9 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,227 shares; 2025Q1: 3,399 shares; 2025Q2: 3,486 shares; 2025Q3: 3,608 shares; 2025Q4: 3,807 shares 3,807 $372K 0.01% +199 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 236 shares; 2025Q4: 219 shares 219 $370K 0.01% -17 Timeline SHLD 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: not reported; 2025Q3: 2,869 shares; 2025Q4: 5,682 shares 5,682 $369K 0.01% +2,813 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,458 shares 1,458 $366K 0.01% +16 Timeline NERD 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: 14,800 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares 14,800 $358K 0.01% 0 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,042 shares; 2025Q1: 6,042 shares; 2025Q2: 6,063 shares; 2025Q3: 6,063 shares; 2025Q4: 6,063 shares 6,063 $352K 0.01% 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: 408 shares; 2024Q4: 413 shares; 2025Q1: 404 shares; 2025Q2: 415 shares; 2025Q3: 464 shares; 2025Q4: 450 shares 450 $347K 0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares 762 $345K 0.01% new 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: 3,220 shares; 2024Q4: 3,222 shares; 2025Q1: 3,224 shares; 2025Q2: 3,226 shares; 2025Q3: 3,227 shares; 2025Q4: 3,229 shares 3,229 $345K 0.01% +2 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 4,906 shares; 2025Q1: 4,916 shares; 2025Q2: 4,916 shares; 2025Q3: 4,972 shares; 2025Q4: 4,433 shares 4,433 $343K 0.01% -539 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares 2,508 $343K 0.01% 0 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: not reported; 2024Q4: 4,888 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 2,829 shares; 2025Q4: 2,869 shares 2,869 $333K 0.01% +40 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,538 shares; 2025Q1: 2,113 shares; 2025Q2: 911 shares; 2025Q3: 951 shares; 2025Q4: 927 shares 927 $327K 0.01% -24 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,718 shares; 2025Q4: 1,596 shares 1,596 $325K 0.01% -122 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,310 shares 3,310 $322K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,979 shares; 2025Q3: 2,012 shares; 2025Q4: 1,998 shares 1,998 $321K 0.01% -14 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,294 shares; 2025Q1: 4,294 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares 4,294 $318K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 5,097 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,466 shares 1,466 $314K 0.01% -105 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: 40,771 shares; 2024Q4: 52,808 shares; 2025Q1: 30,824 shares; 2025Q2: 24,967 shares; 2025Q3: 1,706 shares; 2025Q4: 1,444 shares 1,444 $314K 0.01% -262 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,510 shares; 2025Q1: 7,506 shares; 2025Q2: 7,489 shares; 2025Q3: 7,534 shares; 2025Q4: 7,534 shares 7,534 $312K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,216 shares; 2025Q1: 3,216 shares; 2025Q2: 3,216 shares; 2025Q3: 3,216 shares; 2025Q4: 3,216 shares 3,216 $310K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,657 shares; 2025Q2: 2,727 shares; 2025Q3: 2,951 shares; 2025Q4: 4,196 shares 4,196 $308K 0.01% +1,245 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: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares; 2025Q4: 8,527 shares 8,527 $303K 0.01% +2,558 Timeline REMX 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: 4,100 shares; 2025Q4: 4,100 shares 4,100 $302K 0.01% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 63,769 shares; 2025Q3: 62,169 shares; 2025Q4: 4,966 shares 4,966 $302K 0.01% -57,203 Timeline GNTA GENENTA SCIENCE S P A More: the full row for GENENTA SCIENCE S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,288 shares; 2024Q4: 200,288 shares; 2025Q1: 200,288 shares; 2025Q2: 200,288 shares; 2025Q3: 200,288 shares; 2025Q4: 200,288 shares 200,288 $298K 0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 12,807 shares; 2025Q4: 12,817 shares 12,817 $298K 0.01% +10 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,747 shares; 2025Q3: 8,677 shares; 2025Q4: 11,630 shares 11,630 $298K 0.01% +2,953 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 4,191 shares; 2025Q4: 4,220 shares 4,220 $298K 0.01% +29 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,148 shares; 2025Q1: 1,935 shares; 2025Q2: 2,504 shares; 2025Q3: 2,600 shares; 2025Q4: 2,535 shares 2,535 $297K 0.01% -65 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,684 shares; 2025Q3: 3,671 shares; 2025Q4: 3,487 shares 3,487 $296K 0.01% -184 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 1,886 shares; 2025Q2: 2,042 shares; 2025Q3: not reported; 2025Q4: 2,143 shares 2,143 $296K 0.01% new Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,515 shares; 2025Q3: 16,006 shares; 2025Q4: 1,266 shares 1,266 $294K 0.01% -14,740 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 1,677 shares 1,677 $292K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares 1,354 $290K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 902 shares; 2025Q2: 930 shares; 2025Q3: 1,068 shares; 2025Q4: 998 shares 998 $289K 0.01% -70 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,264 shares; 2025Q3: 7,318 shares; 2025Q4: 7,283 shares 7,283 $288K 0.01% -35 Timeline QRVO QORVO INC More: the full row for QORVO 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: 3,370 shares; 2025Q4: 3,346 shares 3,346 $283K 0.01% -24 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,776 shares; 2025Q1: 3,541 shares; 2025Q2: 3,643 shares; 2025Q3: 3,556 shares; 2025Q4: 3,568 shares 3,568 $283K 0.01% +12 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,812 shares 3,812 $279K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,389 shares 3,389 $277K 0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 10,246 shares; 2025Q1: 10,196 shares; 2025Q2: 5,428 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares 4,728 $273K 0.01% 0 Timeline TIP 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: 2,507 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,474 shares; 2025Q3: 2,475 shares; 2025Q4: 2,478 shares 2,478 $272K 0.01% +3 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,506 shares; 2024Q4: 29,552 shares; 2025Q1: 51,506 shares; 2025Q2: 51,506 shares; 2025Q3: 51,684 shares; 2025Q4: 51,805 shares 51,805 $272K 0.01% +121 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,213 shares; 2025Q3: 2,289 shares; 2025Q4: 2,257 shares 2,257 $271K 0.01% -32 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,299 shares; 2024Q4: 60,174 shares; 2025Q1: 5,090 shares; 2025Q2: 5,424 shares; 2025Q3: 5,319 shares; 2025Q4: 5,806 shares 5,806 $270K 0.01% +487 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,471 shares; 2025Q1: 1,354 shares; 2025Q2: 1,417 shares; 2025Q3: 1,367 shares; 2025Q4: 1,286 shares 1,286 $268K 0.01% -81 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,610 shares; 2024Q4: 129,242 shares; 2025Q1: 82,650 shares; 2025Q2: 77,306 shares; 2025Q3: 81,549 shares; 2025Q4: 3,369 shares 3,369 $267K 0.01% -78,180 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,677 shares; 2025Q1: 2,076 shares; 2025Q2: 2,315 shares; 2025Q3: 2,370 shares; 2025Q4: 2,363 shares 2,363 $267K 0.01% -7 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,330 shares; 2025Q1: 3,328 shares; 2025Q2: 3,323 shares; 2025Q3: 3,327 shares; 2025Q4: 3,296 shares 3,296 $266K 0.01% -31 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: 13,979 shares; 2024Q4: 13,979 shares; 2025Q1: 14,129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,836 shares 1,836 $264K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 901 shares; 2025Q4: 885 shares 885 $260K 0.01% -16 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 4,338 shares; 2025Q1: 3,653 shares; 2025Q2: 3,708 shares; 2025Q3: 3,240 shares; 2025Q4: 3,220 shares 3,220 $259K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares 989 $258K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS 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: 1,547 shares; 2025Q4: 1,532 shares 1,532 $257K 0.01% -15 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,323 shares; 2025Q2: 2,343 shares; 2025Q3: 2,113 shares; 2025Q4: 2,304 shares 2,304 $256K 0.01% +191 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: 11,335 shares; 2025Q1: 9,307 shares; 2025Q2: 9,523 shares; 2025Q3: 9,854 shares; 2025Q4: 1,488 shares 1,488 $255K 0.01% -8,366 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,586 shares; 2024Q4: 38,337 shares; 2025Q1: 27,452 shares; 2025Q2: 27,447 shares; 2025Q3: 27,634 shares; 2025Q4: 10,868 shares 10,868 $254K 0.01% -16,766 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,182 shares 1,182 $254K 0.01% +149 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: not reported; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,311 shares 3,311 $252K 0.01% -50 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,566 shares; 2025Q1: 1,085 shares; 2025Q2: 2,238 shares; 2025Q3: 1,233 shares; 2025Q4: 1,192 shares 1,192 $249K 0.01% -41 Timeline OPTU OPTIMUM COMMUNICATIONS INC More: the full row for OPTIMUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,075 shares; 2025Q1: 66,500 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares 150,000 $248K 0.01% 0 Timeline RELX RELX PLC More: the full row for RELX 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: 6,035 shares 6,035 $244K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 2,335 shares 2,335 $243K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,401 shares 4,401 $241K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,776 shares; 2025Q4: 3,976 shares 3,976 $240K 0.01% +200 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares 624 $240K 0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 492 shares 492 $240K 0.01% -16 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: not reported; 2025Q2: not reported; 2025Q3: 576 shares; 2025Q4: 602 shares 602 $239K 0.01% +26 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: 490 shares; 2024Q4: 475 shares; 2025Q1: not reported; 2025Q2: 456 shares; 2025Q3: 390 shares; 2025Q4: 361 shares 361 $239K 0.01% -29 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,243 shares; 2024Q4: 12,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,159 shares 1,159 $237K 0.01% -36 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,135 shares; 2025Q1: 2,091 shares; 2025Q2: 2,352 shares; 2025Q3: 2,318 shares; 2025Q4: 2,292 shares 2,292 $235K 0.01% -26 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 252 shares 252 $229K <0.01% -4 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,496 shares; 2024Q4: 47,492 shares; 2025Q1: 1,506 shares; 2025Q2: 1,554 shares; 2025Q3: 1,663 shares; 2025Q4: 1,503 shares 1,503 $226K <0.01% -160 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares 1,588 $221K <0.01% 0 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT 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: 13,585 shares; 2025Q4: 13,585 shares 13,585 $220K <0.01% 0 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: 3,693 shares; 2024Q4: 3,693 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares 3,692 $217K <0.01% 0 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,605 shares; 2025Q1: 15,058 shares; 2025Q2: 15,568 shares; 2025Q3: 16,122 shares; 2025Q4: 16,733 shares 16,733 $213K <0.01% +611 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,630 shares; 2024Q4: 12,630 shares; 2025Q1: 11,564 shares; 2025Q2: 11,564 shares; 2025Q3: 11,391 shares; 2025Q4: 11,391 shares 11,391 $212K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares 1,159 $211K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: not reported; 2025Q4: 449 shares 449 $210K <0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,459 shares; 2025Q1: 5,422 shares; 2025Q2: 5,713 shares; 2025Q3: 5,724 shares; 2025Q4: 5,685 shares 5,685 $209K <0.01% -39 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,782 shares; 2024Q4: 58,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,540 shares 2,540 $207K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,437 shares 4,437 $205K <0.01% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $205K <0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,795 shares 8,795 $205K <0.01% new Timeline CRH CRH PLC More: the full row for CRH 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: 1,636 shares 1,636 $204K <0.01% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,538 shares; 2025Q3: 13,279 shares; 2025Q4: 1,067 shares 1,067 $204K <0.01% -12,212 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,488 shares 11,488 $182K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,186 shares 10,186 $178K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,911 shares; 2025Q3: 16,597 shares; 2025Q4: 23,718 shares 23,718 $174K <0.01% +7,121 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 10,710 shares; 2025Q4: 22,657 shares 22,657 $170K <0.01% +11,947 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 31,975 shares; 2025Q1: 31,975 shares; 2025Q2: 31,975 shares; 2025Q3: 31,975 shares; 2025Q4: 31,975 shares 31,975 $154K <0.01% 0 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,283 shares; 2025Q2: 10,283 shares; 2025Q3: not reported; 2025Q4: 10,986 shares 10,986 $130K <0.01% new Timeline SSII SS INNOVATIONS INTERNATIONAL More: the full row for SS INNOVATIONS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,555 shares; 2025Q3: 20,555 shares; 2025Q4: 20,555 shares 20,555 $117K <0.01% 0 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: 18,549 shares; 2025Q1: 18,549 shares; 2025Q2: 18,549 shares; 2025Q3: 18,549 shares; 2025Q4: 18,549 shares 18,549 $97.8K <0.01% 0 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,610 shares; 2025Q3: not reported; 2025Q4: 10,951 shares 10,951 $91.9K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,694 shares; 2025Q3: 14,694 shares; 2025Q4: 15,794 shares 15,794 $83.7K <0.01% +1,100 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,482 shares 11,482 $66.9K <0.01% new Timeline NRDY NERDY INC More: the full row for NERDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,058 shares 12,058 $12.5K <0.01% +58 Timeline