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: 353,208 shares; 2024Q4: 358,751 shares; 2025Q1: 585 shares; 2025Q2: 323,290 shares; 2025Q3: 310,609 shares; 2025Q4: 289,240 shares 289,240 $181M 15.25% -21,369 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,915 shares; 2024Q4: 926,492 shares; 2025Q1: not reported; 2025Q2: 1,061,008 shares; 2025Q3: 1,148,695 shares; 2025Q4: 1,147,691 shares 1,147,691 $89.6M 7.53% -1,004 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431,025 shares; 2024Q4: 1,409,258 shares; 2025Q1: 635,152 shares; 2025Q2: 917,657 shares; 2025Q3: 827,054 shares; 2025Q4: 960,971 shares 960,971 $66.7M 5.61% +133,917 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,345 shares; 2024Q4: 615,404 shares; 2025Q1: 427,150 shares; 2025Q2: 455,183 shares; 2025Q3: 633,781 shares; 2025Q4: 574,951 shares 574,951 $53.4M 4.49% -58,830 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: 3,361 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 2,784 shares; 2025Q3: 99,751 shares; 2025Q4: 108,857 shares 108,857 $53.1M 4.46% +9,106 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: 254,801 shares; 2024Q4: 237,612 shares; 2025Q1: 125,543 shares; 2025Q2: 190,635 shares; 2025Q3: 190,926 shares; 2025Q4: 185,395 shares 185,395 $47.8M 4.02% -5,531 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: 1,007,460 shares; 2024Q4: 747,614 shares; 2025Q1: 764,679 shares; 2025Q2: 782,741 shares; 2025Q3: 791,410 shares; 2025Q4: 650,123 shares 650,123 $42.9M 3.61% -141,287 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: 234,768 shares; 2024Q4: 218,969 shares; 2025Q1: not reported; 2025Q2: 119,255 shares; 2025Q3: 117,735 shares; 2025Q4: 119,080 shares 119,080 $34.6M 2.91% +1,345 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000,934 shares 1,000,934 $34.5M 2.9% new 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: 2,555 shares; 2024Q4: 45,198 shares; 2025Q1: 597 shares; 2025Q2: 42,947 shares; 2025Q3: 47,618 shares; 2025Q4: 48,495 shares 48,495 $29.8M 2.5% +877 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: 731,005 shares; 2024Q4: 727,264 shares; 2025Q1: 41,970 shares; 2025Q2: 474,220 shares; 2025Q3: 476,705 shares; 2025Q4: 468,513 shares 468,513 $29.3M 2.46% -8,192 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,892 shares; 2024Q4: 492,775 shares; 2025Q1: 64,873 shares; 2025Q2: 517,357 shares; 2025Q3: 523,498 shares; 2025Q4: 525,224 shares 525,224 $26.6M 2.23% +1,726 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,498 shares; 2025Q4: 431,799 shares 431,799 $21.7M 1.82% +326,301 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,292 shares; 2024Q4: 74,857 shares; 2025Q1: 59,501 shares; 2025Q2: 71,199 shares; 2025Q3: 71,735 shares; 2025Q4: 68,055 shares 68,055 $18.5M 1.56% -3,680 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: 41,620 shares; 2024Q4: 41,921 shares; 2025Q1: 35,301 shares; 2025Q2: 38,118 shares; 2025Q3: 37,309 shares; 2025Q4: 36,622 shares 36,622 $17.7M 1.49% -687 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251,780 shares 251,780 $15.1M 1.27% new 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: 36,628 shares; 2024Q4: 36,603 shares; 2025Q1: 36,342 shares; 2025Q2: 37,250 shares; 2025Q3: 37,325 shares; 2025Q4: 37,295 shares 37,295 $12M 1.01% -30 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: 142,056 shares; 2024Q4: 312,165 shares; 2025Q1: not reported; 2025Q2: 479,917 shares; 2025Q3: 401,749 shares; 2025Q4: 393,103 shares 393,103 $10.7M 0.9% -8,646 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: 404,150 shares; 2024Q4: 398,929 shares; 2025Q1: not reported; 2025Q2: 211,265 shares; 2025Q3: 205,506 shares; 2025Q4: 198,235 shares 198,235 $10.7M 0.9% -7,271 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: 58,268 shares; 2024Q4: 58,384 shares; 2025Q1: 45,532 shares; 2025Q2: 58,268 shares; 2025Q3: 55,960 shares; 2025Q4: 54,813 shares 54,813 $10.2M 0.86% -1,147 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: 4,054 shares; 2024Q4: 12,256 shares; 2025Q1: 3,396 shares; 2025Q2: 12,568 shares; 2025Q3: 12,658 shares; 2025Q4: 12,488 shares 12,488 $8.52M 0.72% -170 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: 36,533 shares; 2024Q4: 34,038 shares; 2025Q1: 32,544 shares; 2025Q2: 28,404 shares; 2025Q3: 26,569 shares; 2025Q4: 26,711 shares 26,711 $8.12M 0.68% +142 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: 57,713 shares; 2024Q4: 55,615 shares; 2025Q1: 43,920 shares; 2025Q2: 48,460 shares; 2025Q3: 47,604 shares; 2025Q4: 47,434 shares 47,434 $7.29M 0.61% -170 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: 24,429 shares; 2024Q4: 28,332 shares; 2025Q1: 20,941 shares; 2025Q2: 24,751 shares; 2025Q3: 23,624 shares; 2025Q4: 23,095 shares 23,095 $7.23M 0.61% -529 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,792 shares; 2024Q4: 52,410 shares; 2025Q1: 52,111 shares; 2025Q2: 53,364 shares; 2025Q3: 52,207 shares; 2025Q4: 51,685 shares 51,685 $6.98M 0.59% -522 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: 30,750 shares; 2024Q4: 32,514 shares; 2025Q1: 30,958 shares; 2025Q2: 32,823 shares; 2025Q3: 33,630 shares; 2025Q4: 33,611 shares 33,611 $6.96M 0.58% -19 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: 2,603 shares; 2024Q4: 2,587 shares; 2025Q1: 2,478 shares; 2025Q2: 6,122 shares; 2025Q3: 6,385 shares; 2025Q4: 6,327 shares 6,327 $6.8M 0.57% -58 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: 34,722 shares; 2024Q4: 31,169 shares; 2025Q1: 24,558 shares; 2025Q2: 31,105 shares; 2025Q3: 28,813 shares; 2025Q4: 28,177 shares 28,177 $6.5M 0.55% -636 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 6,508 shares; 2025Q1: 6,389 shares; 2025Q2: 5,810 shares; 2025Q3: 5,421 shares; 2025Q4: 5,224 shares 5,224 $6.35M 0.53% -197 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: 2,473 shares; 2024Q4: 9,830 shares; 2025Q1: 641 shares; 2025Q2: 10,203 shares; 2025Q3: 10,583 shares; 2025Q4: 8,836 shares 8,836 $6.05M 0.51% -1,747 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: 22,149 shares; 2024Q4: 20,198 shares; 2025Q1: 16,637 shares; 2025Q2: 17,437 shares; 2025Q3: 17,084 shares; 2025Q4: 17,021 shares 17,021 $5.97M 0.5% -63 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: 11,157 shares; 2024Q4: 12,285 shares; 2025Q1: 9,864 shares; 2025Q2: 10,170 shares; 2025Q3: 10,377 shares; 2025Q4: 10,338 shares 10,338 $5.9M 0.5% -39 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: 7,808 shares; 2024Q4: 7,352 shares; 2025Q1: 6,353 shares; 2025Q2: 6,756 shares; 2025Q3: 6,633 shares; 2025Q4: 6,821 shares 6,821 $5.88M 0.49% +188 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: 9,615 shares; 2024Q4: 16,631 shares; 2025Q1: 8,467 shares; 2025Q2: 15,646 shares; 2025Q3: 15,927 shares; 2025Q4: 17,350 shares 17,350 $5.82M 0.49% +1,423 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,277 shares; 2024Q4: 30,311 shares; 2025Q1: 29,876 shares; 2025Q2: 30,748 shares; 2025Q3: 30,468 shares; 2025Q4: 30,101 shares 30,101 $5.66M 0.48% -367 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: 6,691 shares; 2024Q4: 19,111 shares; 2025Q1: 17,469 shares; 2025Q2: 23,890 shares; 2025Q3: 23,786 shares; 2025Q4: 22,661 shares 22,661 $5.18M 0.44% -1,125 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: 11,920 shares; 2024Q4: 10,016 shares; 2025Q1: 9,949 shares; 2025Q2: 10,110 shares; 2025Q3: 9,965 shares; 2025Q4: 9,860 shares 9,860 $5.03M 0.42% -105 Timeline IMCG 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: 42,014 shares; 2025Q1: not reported; 2025Q2: 93,044 shares; 2025Q3: 111,093 shares; 2025Q4: 62,488 shares 62,488 $4.99M 0.42% -48,605 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: 43,754 shares; 2024Q4: 41,364 shares; 2025Q1: not reported; 2025Q2: 41,911 shares; 2025Q3: 42,734 shares; 2025Q4: 42,713 shares 42,713 $4.56M 0.38% -21 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: 6,253 shares; 2024Q4: 95,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,800 shares; 2025Q4: 52,282 shares 52,282 $4.46M 0.38% -3,518 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: 43,338 shares; 2024Q4: 41,779 shares; 2025Q1: 42,802 shares; 2025Q2: 44,808 shares; 2025Q3: 43,970 shares; 2025Q4: 43,470 shares 43,470 $4.34M 0.37% -500 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: 36,059 shares; 2024Q4: 34,468 shares; 2025Q1: 31,351 shares; 2025Q2: 29,907 shares; 2025Q3: 29,626 shares; 2025Q4: 29,120 shares 29,120 $4.05M 0.34% -506 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: 30,491 shares; 2024Q4: 30,661 shares; 2025Q1: 30,753 shares; 2025Q2: 31,162 shares; 2025Q3: 30,850 shares; 2025Q4: 31,666 shares 31,666 $3.97M 0.33% +816 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: 9,888 shares; 2024Q4: 8,891 shares; 2025Q1: 8,718 shares; 2025Q2: 8,808 shares; 2025Q3: 8,631 shares; 2025Q4: 8,509 shares 8,509 $3.96M 0.33% -122 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,645 shares; 2025Q3: 72,035 shares; 2025Q4: 60,271 shares 60,271 $3.88M 0.33% -11,764 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,199 shares; 2024Q4: 224,348 shares; 2025Q1: not reported; 2025Q2: 131,310 shares; 2025Q3: 107,456 shares; 2025Q4: 103,560 shares 103,560 $3.87M 0.33% -3,896 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: 44,315 shares; 2024Q4: 44,868 shares; 2025Q1: 43,886 shares; 2025Q2: 46,527 shares; 2025Q3: 45,871 shares; 2025Q4: 47,866 shares 47,866 $3.84M 0.32% +1,995 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: 11,672 shares; 2024Q4: 10,728 shares; 2025Q1: 11,224 shares; 2025Q2: 11,161 shares; 2025Q3: 11,054 shares; 2025Q4: 11,135 shares 11,135 $3.83M 0.32% +81 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: 29,191 shares; 2024Q4: 31,117 shares; 2025Q1: 25,176 shares; 2025Q2: 26,104 shares; 2025Q3: 26,638 shares; 2025Q4: 26,550 shares 26,550 $3.81M 0.32% -88 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: 6,930 shares; 2024Q4: 6,881 shares; 2025Q1: 5,022 shares; 2025Q2: 6,368 shares; 2025Q3: 5,755 shares; 2025Q4: 5,662 shares 5,662 $3.74M 0.31% -93 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: 531 shares; 2024Q4: 531 shares; 2025Q1: 4,346 shares; 2025Q2: 4,317 shares; 2025Q3: 4,231 shares; 2025Q4: 4,202 shares 4,202 $3.69M 0.31% -29 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,298 shares; 2025Q1: 16,857 shares; 2025Q2: 60,397 shares; 2025Q3: 62,103 shares; 2025Q4: 63,308 shares 63,308 $3.62M 0.3% +1,205 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: 4,240 shares; 2024Q4: 4,180 shares; 2025Q1: 5,580 shares; 2025Q2: 9,603 shares; 2025Q3: 10,182 shares; 2025Q4: 10,410 shares 10,410 $3.6M 0.3% +228 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: 19,653 shares; 2024Q4: 17,788 shares; 2025Q1: 14,075 shares; 2025Q2: 13,821 shares; 2025Q3: 13,635 shares; 2025Q4: 13,024 shares 13,024 $3.49M 0.29% -611 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: 12,503 shares; 2024Q4: 12,820 shares; 2025Q1: 9,644 shares; 2025Q2: 9,836 shares; 2025Q3: 9,665 shares; 2025Q4: 9,805 shares 9,805 $3.45M 0.29% +140 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: 26,407 shares; 2024Q4: 26,068 shares; 2025Q1: 17,425 shares; 2025Q2: 17,321 shares; 2025Q3: 16,970 shares; 2025Q4: 16,657 shares 16,657 $3.25M 0.27% -313 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,306 shares; 2024Q4: 15,739 shares; 2025Q1: 26,723 shares; 2025Q2: 26,368 shares; 2025Q3: 25,936 shares; 2025Q4: 24,140 shares 24,140 $3.21M 0.27% -1,796 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: 5,416 shares; 2024Q4: 3,852 shares; 2025Q1: 5,570 shares; 2025Q2: 5,663 shares; 2025Q3: 5,533 shares; 2025Q4: 5,497 shares 5,497 $3.19M 0.27% -36 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,348 shares; 2025Q1: not reported; 2025Q2: 63,176 shares; 2025Q3: 63,852 shares; 2025Q4: 38,446 shares 38,446 $3.12M 0.26% -25,406 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,769 shares; 2024Q4: 29,952 shares; 2025Q1: 30,162 shares; 2025Q2: 30,867 shares; 2025Q3: 31,162 shares; 2025Q4: 29,105 shares 29,105 $3.06M 0.26% -2,057 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,407 shares; 2025Q1: 2,665 shares; 2025Q2: 2,691 shares; 2025Q3: 2,629 shares; 2025Q4: 2,759 shares 2,759 $2.95M 0.25% +130 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 21,906 shares; 2025Q1: 16,157 shares; 2025Q2: 16,138 shares; 2025Q3: 15,852 shares; 2025Q4: 15,614 shares 15,614 $2.9M 0.24% -238 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,599 shares; 2024Q4: 63,275 shares; 2025Q1: 81,807 shares; 2025Q2: 85,821 shares; 2025Q3: 84,817 shares; 2025Q4: 84,986 shares 84,986 $2.88M 0.24% +169 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,124 shares; 2025Q3: 14,315 shares; 2025Q4: 14,993 shares 14,993 $2.87M 0.24% +678 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: 23,829 shares; 2024Q4: 23,419 shares; 2025Q1: 15,972 shares; 2025Q2: 16,571 shares; 2025Q3: 16,271 shares; 2025Q4: 16,086 shares 16,086 $2.79M 0.23% -185 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: 25,926 shares; 2024Q4: 25,728 shares; 2025Q1: 18,665 shares; 2025Q2: 18,460 shares; 2025Q3: 18,284 shares; 2025Q4: 18,859 shares 18,859 $2.7M 0.23% +575 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,077 shares; 2024Q4: 13,885 shares; 2025Q1: 13,976 shares; 2025Q2: 14,074 shares; 2025Q3: 13,778 shares; 2025Q4: 13,640 shares 13,640 $2.66M 0.22% -138 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: 3,805 shares; 2024Q4: 10,766 shares; 2025Q1: not reported; 2025Q2: 11,366 shares; 2025Q3: 10,512 shares; 2025Q4: 21,104 shares 21,104 $2.6M 0.22% +10,592 Timeline JEPQ 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: 475,770 shares; 2024Q4: 446,058 shares; 2025Q1: 11,777 shares; 2025Q2: 42,492 shares; 2025Q3: 42,838 shares; 2025Q4: 42,995 shares 42,995 $2.5M 0.21% +157 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478,239 shares; 2025Q4: 48,723 shares 48,723 $2.46M 0.21% -429,516 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,815 shares; 2024Q4: 18,245 shares; 2025Q1: 17,238 shares; 2025Q2: 17,127 shares; 2025Q3: 16,999 shares; 2025Q4: 16,705 shares 16,705 $2.41M 0.2% -294 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 10,569 shares; 2025Q1: 10,639 shares; 2025Q2: 10,767 shares; 2025Q3: 10,558 shares; 2025Q4: 10,486 shares 10,486 $2.34M 0.2% -72 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: not reported; 2024Q4: 3,891 shares; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,720 shares; 2025Q4: 3,102 shares 3,102 $2.34M 0.2% +382 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 24,128 shares; 2025Q1: 22,895 shares; 2025Q2: 24,564 shares; 2025Q3: 23,335 shares; 2025Q4: 20,380 shares 20,380 $2.29M 0.19% -2,955 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: 29,304 shares; 2024Q4: 34,970 shares; 2025Q1: 18,422 shares; 2025Q2: 16,722 shares; 2025Q3: 30,319 shares; 2025Q4: 30,507 shares 30,507 $2.26M 0.19% +188 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,727 shares; 2024Q4: 6,866 shares; 2025Q1: 6,951 shares; 2025Q2: 7,090 shares; 2025Q3: 6,989 shares; 2025Q4: 6,954 shares 6,954 $2.25M 0.19% -35 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,873 shares; 2025Q1: not reported; 2025Q2: 132,969 shares; 2025Q3: 137,062 shares; 2025Q4: 67,923 shares 67,923 $2.22M 0.19% -69,139 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: 8,703 shares; 2024Q4: 8,411 shares; 2025Q1: 3,793 shares; 2025Q2: 7,842 shares; 2025Q3: 6,763 shares; 2025Q4: 6,703 shares 6,703 $2.1M 0.18% -60 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: 15,447 shares; 2024Q4: 16,877 shares; 2025Q1: 17,036 shares; 2025Q2: 17,499 shares; 2025Q3: 17,342 shares; 2025Q4: 16,075 shares 16,075 $2.02M 0.17% -1,267 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,081 shares; 2025Q3: 43,776 shares; 2025Q4: 39,587 shares 39,587 $2M 0.17% -4,189 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,221 shares; 2025Q1: not reported; 2025Q2: 23,559 shares; 2025Q3: 24,257 shares; 2025Q4: 23,337 shares 23,337 $1.93M 0.16% -920 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: 2,518 shares; 2024Q4: 2,612 shares; 2025Q1: 3,013 shares; 2025Q2: 3,740 shares; 2025Q3: 3,729 shares; 2025Q4: 3,656 shares 3,656 $1.91M 0.16% -73 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,137 shares; 2025Q3: 25,125 shares; 2025Q4: 26,381 shares 26,381 $1.85M 0.16% +1,256 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 13,435 shares; 2025Q1: 9,663 shares; 2025Q2: 9,765 shares; 2025Q3: 9,571 shares; 2025Q4: 9,485 shares 9,485 $1.84M 0.15% -86 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: 1,940 shares; 2024Q4: 14,396 shares; 2025Q1: 28,078 shares; 2025Q2: 13,588 shares; 2025Q3: 10,044 shares; 2025Q4: 8,619 shares 8,619 $1.81M 0.15% -1,425 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: 45,943 shares; 2024Q4: 43,043 shares; 2025Q1: 29,835 shares; 2025Q2: 30,216 shares; 2025Q3: 29,443 shares; 2025Q4: 27,946 shares 27,946 $1.78M 0.15% -1,497 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 13,155 shares; 2025Q1: 8,861 shares; 2025Q2: 12,697 shares; 2025Q3: 12,684 shares; 2025Q4: 13,421 shares 13,421 $1.77M 0.15% +737 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: 6,456 shares; 2024Q4: 10,340 shares; 2025Q1: not reported; 2025Q2: 9,747 shares; 2025Q3: 33,910 shares; 2025Q4: 8,879 shares 8,879 $1.7M 0.14% -25,031 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: 79,929 shares; 2024Q4: 78,331 shares; 2025Q1: 66,791 shares; 2025Q2: 66,269 shares; 2025Q3: 65,961 shares; 2025Q4: 54,565 shares 54,565 $1.63M 0.14% -11,396 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,778 shares; 2025Q1: 18,640 shares; 2025Q2: 20,248 shares; 2025Q3: 11,173 shares; 2025Q4: 3,441 shares 3,441 $1.63M 0.14% -7,732 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: 93,893 shares; 2024Q4: 92,909 shares; 2025Q1: not reported; 2025Q2: 113,291 shares; 2025Q3: 3,886 shares; 2025Q4: 3,887 shares 3,887 $1.6M 0.13% +1 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: 3,066 shares; 2024Q4: 3,047 shares; 2025Q1: 3,015 shares; 2025Q2: 3,095 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares 3,170 $1.59M 0.13% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,928 shares; 2025Q1: 3,924 shares; 2025Q2: 4,024 shares; 2025Q3: 3,967 shares; 2025Q4: 3,565 shares 3,565 $1.59M 0.13% -402 Timeline MLRG 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: 15,798 shares; 2024Q4: 15,833 shares; 2025Q1: not reported; 2025Q2: 17,226 shares; 2025Q3: 17,319 shares; 2025Q4: 16,405 shares 16,405 $1.55M 0.13% -914 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,237 shares 30,237 $1.5M 0.13% new 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: 1,238 shares; 2024Q4: 1,186 shares; 2025Q1: 1,176 shares; 2025Q2: 1,315 shares; 2025Q3: 1,376 shares; 2025Q4: 1,328 shares 1,328 $1.42M 0.12% -48 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,016 shares; 2025Q1: 1,693 shares; 2025Q2: 2,674 shares; 2025Q3: 2,759 shares; 2025Q4: 3,093 shares 3,093 $1.39M 0.12% +334 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,506 shares; 2025Q1: not reported; 2025Q2: 4,183 shares; 2025Q3: 5,815 shares; 2025Q4: 9,369 shares 9,369 $1.35M 0.11% +3,554 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,836 shares; 2025Q2: 30,092 shares; 2025Q3: 30,031 shares; 2025Q4: 26,775 shares 26,775 $1.34M 0.11% -3,256 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: 17,038 shares; 2025Q1: 11,809 shares; 2025Q2: 17,671 shares; 2025Q3: 13,525 shares; 2025Q4: 9,990 shares 9,990 $1.31M 0.11% -3,535 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 28,489 shares; 2025Q4: 27,519 shares 27,519 $1.3M 0.11% -970 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: 11,085 shares; 2024Q4: 11,085 shares; 2025Q1: 12,270 shares; 2025Q2: 11,594 shares; 2025Q3: 11,568 shares; 2025Q4: 11,568 shares 11,568 $1.29M 0.11% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,390 shares; 2025Q1: 1,392 shares; 2025Q2: 1,656 shares; 2025Q3: 1,940 shares; 2025Q4: 1,885 shares 1,885 $1.28M 0.11% -55 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 11,632 shares; 2025Q1: not reported; 2025Q2: 10,671 shares; 2025Q3: 11,029 shares; 2025Q4: 9,615 shares 9,615 $1.27M 0.11% -1,414 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: not reported; 2024Q4: 4,246 shares; 2025Q1: 760 shares; 2025Q2: 4,147 shares; 2025Q3: 3,380 shares; 2025Q4: 3,084 shares 3,084 $1.22M 0.1% -296 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: not reported; 2024Q4: 165,906 shares; 2025Q1: not reported; 2025Q2: 98,085 shares; 2025Q3: 98,698 shares; 2025Q4: 25,565 shares 25,565 $1.22M 0.1% -73,133 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: 2,042 shares; 2024Q4: 2,325 shares; 2025Q1: 2,800 shares; 2025Q2: 3,019 shares; 2025Q3: 3,458 shares; 2025Q4: 3,431 shares 3,431 $1.2M 0.1% -27 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 4,022 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,692 shares; 2025Q4: 3,948 shares 3,948 $1.19M 0.1% +256 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: 9,534 shares; 2024Q4: 8,694 shares; 2025Q1: 4,840 shares; 2025Q2: 7,939 shares; 2025Q3: 11,080 shares; 2025Q4: 21,640 shares 21,640 $1.19M 0.1% +10,560 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 7,156 shares; 2025Q1: not reported; 2025Q2: 5,590 shares; 2025Q3: 6,305 shares; 2025Q4: 6,367 shares 6,367 $1.13M 0.09% +62 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,283 shares; 2024Q4: 15,963 shares; 2025Q1: not reported; 2025Q2: 14,020 shares; 2025Q3: 14,656 shares; 2025Q4: 15,492 shares 15,492 $1.13M 0.09% +836 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,228 shares; 2025Q1: 1,242 shares; 2025Q2: 1,343 shares; 2025Q3: 1,383 shares; 2025Q4: 1,368 shares 1,368 $1.11M 0.09% -15 Timeline XMMO 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: 7,835 shares; 2024Q4: 8,094 shares; 2025Q1: not reported; 2025Q2: 8,255 shares; 2025Q3: 8,380 shares; 2025Q4: 7,867 shares 7,867 $1.09M 0.09% -513 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 30,260 shares; 2025Q1: 9,070 shares; 2025Q2: 31,239 shares; 2025Q3: 32,094 shares; 2025Q4: 15,859 shares 15,859 $1.07M 0.09% -16,235 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,951 shares; 2024Q4: 18,147 shares; 2025Q1: 18,147 shares; 2025Q2: 19,802 shares; 2025Q3: 20,910 shares; 2025Q4: 21,611 shares 21,611 $1.06M 0.09% +701 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: 93,499 shares; 2024Q4: 115,635 shares; 2025Q1: not reported; 2025Q2: 16,568 shares; 2025Q3: 16,656 shares; 2025Q4: 17,160 shares 17,160 $1.01M 0.08% +504 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM 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: 28,570 shares; 2025Q3: 28,570 shares; 2025Q4: 28,570 shares 28,570 $989K 0.08% 0 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: not reported; 2024Q4: 12,285 shares; 2025Q1: not reported; 2025Q2: 8,796 shares; 2025Q3: 8,694 shares; 2025Q4: 8,223 shares 8,223 $988K 0.08% -471 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,583 shares; 2025Q1: not reported; 2025Q2: 10,914 shares; 2025Q3: 10,276 shares; 2025Q4: 10,962 shares 10,962 $970K 0.08% +686 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: not reported; 2024Q4: 19,646 shares; 2025Q1: 8,493 shares; 2025Q2: 18,690 shares; 2025Q3: 14,812 shares; 2025Q4: 6,941 shares 6,941 $950K 0.08% -7,871 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: 3,225 shares; 2024Q4: 12,351 shares; 2025Q1: 3,002 shares; 2025Q2: 12,080 shares; 2025Q3: 12,399 shares; 2025Q4: 10,461 shares 10,461 $936K 0.08% -1,938 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,279 shares; 2025Q3: 17,660 shares; 2025Q4: 8,909 shares 8,909 $931K 0.08% -8,751 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: 4,240 shares; 2024Q4: 4,170 shares; 2025Q1: 4,766 shares; 2025Q2: 4,586 shares; 2025Q3: 7,921 shares; 2025Q4: 7,654 shares 7,654 $921K 0.08% -267 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,506 shares; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,791 shares; 2025Q4: 2,685 shares 2,685 $921K 0.08% -106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,753 shares 12,753 $877K 0.07% new Timeline IMCB 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: 12,130 shares; 2025Q4: 10,443 shares 10,443 $864K 0.07% -1,687 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: 436 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 967 shares; 2025Q4: 942 shares 942 $854K 0.07% -25 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,425 shares; 2025Q1: 1,678 shares; 2025Q2: 2,201 shares; 2025Q3: 2,223 shares; 2025Q4: 2,271 shares 2,271 $839K 0.07% +48 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 4,958 shares; 2025Q1: not reported; 2025Q2: 5,296 shares; 2025Q3: 4,594 shares; 2025Q4: 4,220 shares 4,220 $831K 0.07% -374 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: 832 shares; 2024Q4: 820 shares; 2025Q1: 1,018 shares; 2025Q2: 1,011 shares; 2025Q3: 1,029 shares; 2025Q4: 5,247 shares 5,247 $804K 0.07% +4,218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares 1,375 $779K 0.07% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 15,418 shares; 2025Q1: not reported; 2025Q2: 17,553 shares; 2025Q3: 16,280 shares; 2025Q4: 16,493 shares 16,493 $773K 0.06% +213 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 6,776 shares; 2025Q1: 2,394 shares; 2025Q2: 2,176 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares 2,371 $740K 0.06% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138 $739K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,583 shares; 2025Q1: not reported; 2025Q2: 4,340 shares; 2025Q3: 4,450 shares; 2025Q4: 4,891 shares 4,891 $727K 0.06% +441 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,868 shares; 2024Q4: 44,031 shares; 2025Q1: not reported; 2025Q2: 43,794 shares; 2025Q3: 43,683 shares; 2025Q4: 47,527 shares 47,527 $725K 0.06% +3,844 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,404 shares; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 4,303 shares; 2025Q4: 3,382 shares 3,382 $717K 0.06% -921 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 2,911 shares; 2025Q1: 1,243 shares; 2025Q2: 1,083 shares; 2025Q3: 1,096 shares; 2025Q4: 1,078 shares 1,078 $714K 0.06% -18 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: 935,327 shares; 2024Q4: 2,414,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,365 shares; 2025Q4: 26,280 shares 26,280 $707K 0.06% -13,085 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,268 shares; 2025Q1: not reported; 2025Q2: 3,773 shares; 2025Q3: 3,832 shares; 2025Q4: 3,774 shares 3,774 $698K 0.06% -58 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: 456 shares; 2024Q4: 231 shares; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 1,173 shares; 2025Q4: 7,337 shares 7,337 $688K 0.06% +6,164 Timeline IWS 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: 10,801 shares; 2025Q1: 4,226 shares; 2025Q2: 11,393 shares; 2025Q3: 10,111 shares; 2025Q4: 4,858 shares 4,858 $685K 0.06% -5,253 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: 3,411 shares; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 4,497 shares; 2025Q3: 4,198 shares; 2025Q4: 6,154 shares 6,154 $676K 0.06% +1,956 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: 7,768 shares; 2024Q4: 8,713 shares; 2025Q1: 2,333 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares 2,201 $673K 0.06% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,308 shares; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,453 shares; 2025Q4: 2,332 shares 2,332 $646K 0.05% -121 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,758 shares; 2025Q1: not reported; 2025Q2: 6,832 shares; 2025Q3: 7,009 shares; 2025Q4: 6,930 shares 6,930 $645K 0.05% -79 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: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 866 shares; 2025Q3: 1,705 shares; 2025Q4: 2,065 shares 2,065 $636K 0.05% +360 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,307 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,346 shares; 2025Q4: 1,321 shares 1,321 $635K 0.05% -25 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: 5,948 shares; 2024Q4: 5,793 shares; 2025Q1: not reported; 2025Q2: 2,724 shares; 2025Q3: 2,580 shares; 2025Q4: 3,886 shares 3,886 $630K 0.05% +1,306 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 3,181 shares; 2025Q1: not reported; 2025Q2: 2,648 shares; 2025Q3: 2,794 shares; 2025Q4: 2,900 shares 2,900 $614K 0.05% +106 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: 11,300 shares; 2025Q1: not reported; 2025Q2: 9,366 shares; 2025Q3: 9,360 shares; 2025Q4: 9,358 shares 9,358 $603K 0.05% -2 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,243 shares; 2025Q1: not reported; 2025Q2: 5,788 shares; 2025Q3: 6,237 shares; 2025Q4: 6,560 shares 6,560 $600K 0.05% +323 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,277 shares; 2025Q1: 1,909 shares; 2025Q2: 1,913 shares; 2025Q3: 1,937 shares; 2025Q4: 1,910 shares 1,910 $575K 0.05% -27 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 13,224 shares; 2025Q1: 14,168 shares; 2025Q2: 14,853 shares; 2025Q3: 15,630 shares; 2025Q4: 15,391 shares 15,391 $569K 0.05% -239 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,770 shares; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,010 shares; 2025Q4: 4,022 shares 4,022 $569K 0.05% +12 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,757 shares; 2025Q1: not reported; 2025Q2: 11,912 shares; 2025Q3: 12,061 shares; 2025Q4: 12,342 shares 12,342 $561K 0.05% +281 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,294 shares; 2025Q1: not reported; 2025Q2: 17,584 shares; 2025Q3: 42,277 shares; 2025Q4: 20,438 shares 20,438 $561K 0.05% -21,839 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,119 shares; 2025Q4: 1,510 shares 1,510 $557K 0.05% -609 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: 565 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 623 shares; 2025Q4: 633 shares 633 $556K 0.05% +10 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: 4,304 shares; 2024Q4: 4,559 shares; 2025Q1: 2,326 shares; 2025Q2: 4,384 shares; 2025Q3: 4,301 shares; 2025Q4: 2,421 shares 2,421 $551K 0.05% -1,880 Timeline IBDU 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: 22,865 shares; 2025Q4: 23,448 shares 23,448 $549K 0.05% +583 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: not reported; 2025Q2: not reported; 2025Q3: 20,985 shares; 2025Q4: 21,548 shares 21,548 $549K 0.05% +563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,953 shares; 2025Q4: 22,553 shares 22,553 $548K 0.05% +600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,962 shares; 2025Q4: 22,590 shares 22,590 $547K 0.05% +628 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 2,728 shares; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,033 shares; 2025Q4: 798 shares 798 $538K 0.05% -235 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares 1,114 $535K 0.05% new 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: 1,730 shares; 2024Q4: 2,720 shares; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 3,055 shares; 2025Q4: 3,130 shares 3,130 $535K 0.05% +75 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,927 shares 1,927 $535K 0.05% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,143 shares; 2025Q1: not reported; 2025Q2: 8,083 shares; 2025Q3: 8,286 shares; 2025Q4: 7,395 shares 7,395 $528K 0.04% -891 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,699 shares; 2025Q4: 8,804 shares 8,804 $528K 0.04% +105 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: 5,370 shares; 2025Q4: 5,250 shares 5,250 $527K 0.04% -120 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,562 shares; 2025Q3: 18,494 shares; 2025Q4: 18,942 shares 18,942 $521K 0.04% +448 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 1,106 shares 1,106 $516K 0.04% +605 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,734 shares 1,734 $513K 0.04% new 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: 2,206 shares; 2024Q4: 2,006 shares; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 2,670 shares; 2025Q4: 2,770 shares 2,770 $492K 0.04% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364 shares 1,364 $491K 0.04% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 2,508 shares 2,508 $485K 0.04% -75 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,340 shares; 2024Q4: 43,226 shares; 2025Q1: not reported; 2025Q2: 6,060 shares; 2025Q3: 6,167 shares; 2025Q4: 9,712 shares 9,712 $480K 0.04% +3,545 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,613 shares; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: 2,125 shares; 2025Q4: 1,654 shares 1,654 $476K 0.04% -471 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,290 shares; 2025Q1: not reported; 2025Q2: 52,858 shares; 2025Q3: 59,318 shares; 2025Q4: 15,868 shares 15,868 $470K 0.04% -43,450 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: not reported; 2024Q4: 6,041 shares; 2025Q1: not reported; 2025Q2: 6,878 shares; 2025Q3: 8,638 shares; 2025Q4: 4,700 shares 4,700 $469K 0.04% -3,938 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,147 shares; 2025Q1: not reported; 2025Q2: 2,026 shares; 2025Q3: 2,079 shares; 2025Q4: 2,119 shares 2,119 $466K 0.04% +40 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,739 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,504 shares; 2025Q4: 3,413 shares 3,413 $464K 0.04% -91 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: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $461K 0.04% 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: 104,848 shares; 2024Q4: 107,245 shares; 2025Q1: not reported; 2025Q2: 6,934 shares; 2025Q3: 5,998 shares; 2025Q4: 5,463 shares 5,463 $458K 0.04% -535 Timeline IWO 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: 4,127 shares; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 3,488 shares; 2025Q4: 1,390 shares 1,390 $449K 0.04% -2,098 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 6,880 shares 6,880 $447K 0.04% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares 1,392 $438K 0.04% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 7,253 shares; 2025Q1: not reported; 2025Q2: 6,631 shares; 2025Q3: 5,400 shares; 2025Q4: 3,816 shares 3,816 $438K 0.04% -1,584 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: 3,724 shares; 2024Q4: 3,644 shares; 2025Q1: 3,224 shares; 2025Q2: 3,652 shares; 2025Q3: 3,929 shares; 2025Q4: 3,952 shares 3,952 $436K 0.04% +23 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: 3,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,138 shares 4,138 $436K 0.04% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,617 shares; 2024Q4: 9,153 shares; 2025Q1: 5,549 shares; 2025Q2: 5,595 shares; 2025Q3: 9,698 shares; 2025Q4: 9,804 shares 9,804 $435K 0.04% +106 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: 5,684 shares; 2024Q4: 6,764 shares; 2025Q1: 5,481 shares; 2025Q2: 6,280 shares; 2025Q3: 8,192 shares; 2025Q4: 5,624 shares 5,624 $433K 0.04% -2,568 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: 6,243 shares; 2025Q4: 10,118 shares 10,118 $432K 0.04% +3,875 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,931 shares; 2025Q4: 8,768 shares 8,768 $431K 0.04% -163 Timeline IUSV 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: 5,647 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 4,767 shares; 2025Q4: 4,166 shares 4,166 $427K 0.04% -601 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,973 shares 7,973 $417K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,298 shares; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 5,645 shares; 2025Q4: 5,030 shares 5,030 $417K 0.04% -615 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,901 shares; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 3,016 shares; 2025Q4: 2,908 shares 2,908 $410K 0.03% -108 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: not reported; 2024Q4: 7,370 shares; 2025Q1: not reported; 2025Q2: 7,123 shares; 2025Q3: 8,031 shares; 2025Q4: 7,424 shares 7,424 $406K 0.03% -607 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: not reported; 2024Q4: 3,103 shares; 2025Q1: 2,934 shares; 2025Q2: 2,862 shares; 2025Q3: 4,292 shares; 2025Q4: 4,353 shares 4,353 $406K 0.03% +61 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,624 shares; 2025Q4: 8,255 shares 8,255 $406K 0.03% -3,369 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: not reported; 2024Q4: 1,975 shares; 2025Q1: not reported; 2025Q2: 2,267 shares; 2025Q3: 2,432 shares; 2025Q4: 2,387 shares 2,387 $401K 0.03% -45 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,496 shares; 2025Q4: 3,906 shares 3,906 $399K 0.03% -590 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,779 shares; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: not reported; 2025Q4: 1,779 shares 1,779 $391K 0.03% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,520 shares; 2025Q4: 6,520 shares 6,520 $389K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,657 shares; 2025Q1: not reported; 2025Q2: 13,559 shares; 2025Q3: 14,599 shares; 2025Q4: 7,255 shares 7,255 $384K 0.03% -7,344 Timeline IBDV 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: 16,684 shares; 2025Q4: 17,291 shares 17,291 $382K 0.03% +607 Timeline ICF 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: 5,992 shares; 2025Q1: not reported; 2025Q2: 6,235 shares; 2025Q3: 6,450 shares; 2025Q4: 6,368 shares 6,368 $380K 0.03% -82 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,129 shares; 2025Q1: not reported; 2025Q2: 21,261 shares; 2025Q3: 30,115 shares; 2025Q4: 15,374 shares 15,374 $370K 0.03% -14,741 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 395 shares; 2025Q4: 395 shares 395 $369K 0.03% 0 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: 1,320 shares; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 2,374 shares; 2025Q4: 1,731 shares 1,731 $361K 0.03% -643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,383 shares; 2025Q4: 8,697 shares 8,697 $354K 0.03% +314 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,920 shares; 2025Q1: not reported; 2025Q2: 8,617 shares; 2025Q3: 8,809 shares; 2025Q4: 8,764 shares 8,764 $353K 0.03% -45 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,357 shares; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,412 shares; 2025Q4: 3,174 shares 3,174 $352K 0.03% -238 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,276 shares; 2025Q4: 2,761 shares 2,761 $352K 0.03% +485 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: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares 1,643 $352K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,087 shares; 2025Q1: not reported; 2025Q2: 27,507 shares; 2025Q3: 26,981 shares; 2025Q4: 12,289 shares 12,289 $350K 0.03% -14,692 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,677 shares; 2025Q1: not reported; 2025Q2: 4,417 shares; 2025Q3: 4,584 shares; 2025Q4: 3,111 shares 3,111 $348K 0.03% -1,473 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: 1,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,809 shares; 2025Q4: 2,105 shares 2,105 $338K 0.03% +296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,962 shares; 2025Q3: 2,837 shares; 2025Q4: 2,967 shares 2,967 $338K 0.03% +130 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,925 shares; 2025Q3: 13,223 shares; 2025Q4: 12,924 shares 12,924 $334K 0.03% -299 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 792 shares 792 $332K 0.03% +97 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 2,765 shares 2,765 $330K 0.03% +1,320 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: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 423 shares; 2025Q4: 402 shares 402 $330K 0.03% -21 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,429 shares; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,296 shares; 2025Q4: 3,337 shares 3,337 $323K 0.03% +41 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 1,375 shares; 2025Q4: 1,024 shares 1,024 $322K 0.03% -351 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,487 shares; 2025Q1: not reported; 2025Q2: 4,923 shares; 2025Q3: 3,780 shares; 2025Q4: 4,057 shares 4,057 $320K 0.03% +277 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,622 shares 1,622 $316K 0.03% +162 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,488 shares; 2025Q3: 6,577 shares; 2025Q4: 6,401 shares 6,401 $314K 0.03% -176 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,155 shares; 2025Q4: 1,116 shares 1,116 $312K 0.03% -39 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,059 shares; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,906 shares; 2025Q4: 2,526 shares 2,526 $310K 0.03% +620 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 666 shares; 2025Q4: 1,087 shares 1,087 $309K 0.03% +421 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,208 shares; 2025Q1: 1,340 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,184 shares 1,184 $305K 0.03% -43 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares 1,070 $303K 0.03% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 2,629 shares; 2025Q1: not reported; 2025Q2: 2,708 shares; 2025Q3: 2,966 shares; 2025Q4: 2,941 shares 2,941 $303K 0.03% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 906 shares 906 $297K 0.02% +45 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 2,299 shares; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: not reported; 2025Q4: 1,291 shares 1,291 $296K 0.02% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,898 shares 4,898 $294K 0.02% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,345 shares; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,487 shares; 2025Q4: 1,411 shares 1,411 $292K 0.02% -76 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: 2,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 1,743 shares; 2025Q4: 1,803 shares 1,803 $289K 0.02% +60 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 1,416 shares; 2025Q4: 1,191 shares 1,191 $287K 0.02% -225 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,323 shares; 2025Q1: not reported; 2025Q2: 988 shares; 2025Q3: 964 shares; 2025Q4: 1,174 shares 1,174 $285K 0.02% +210 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,305 shares; 2025Q4: 1,517 shares 1,517 $280K 0.02% -788 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,270 shares; 2025Q4: 2,570 shares 2,570 $279K 0.02% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,741 shares 4,741 $277K 0.02% new 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: not reported; 2024Q4: 1,032 shares; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,123 shares; 2025Q4: 1,125 shares 1,125 $277K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,351 shares 2,351 $274K 0.02% +130 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,474 shares 2,474 $271K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,730 shares; 2025Q4: 1,320 shares 1,320 $271K 0.02% -410 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,836 shares; 2025Q4: 5,882 shares 5,882 $271K 0.02% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,395 shares; 2025Q4: 10,828 shares 10,828 $269K 0.02% +433 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,832 shares; 2025Q3: 3,849 shares; 2025Q4: 3,612 shares 3,612 $267K 0.02% -237 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: not reported; 2025Q4: 2,415 shares 2,415 $266K 0.02% 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: 5,144 shares; 2025Q1: not reported; 2025Q2: 5,918 shares; 2025Q3: 6,028 shares; 2025Q4: 4,844 shares 4,844 $265K 0.02% -1,184 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: 17,573 shares; 2024Q4: 18,261 shares; 2025Q1: 4,008 shares; 2025Q2: 3,777 shares; 2025Q3: 3,843 shares; 2025Q4: 3,778 shares 3,778 $264K 0.02% -65 Timeline INSM INSMED INC More: the full row for INSMED 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: 1,553 shares; 2025Q4: 1,514 shares 1,514 $263K 0.02% -39 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: 3,405 shares; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,260 shares; 2025Q4: 1,480 shares 1,480 $263K 0.02% +220 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: 1,170 shares; 2025Q3: 1,010 shares; 2025Q4: 620 shares 620 $262K 0.02% -390 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,716 shares; 2024Q4: 154,971 shares; 2025Q1: not reported; 2025Q2: 63,904 shares; 2025Q3: 62,201 shares; 2025Q4: 2,839 shares 2,839 $260K 0.02% -59,362 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: 844 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 540 shares; 2025Q4: 453 shares 453 $260K 0.02% -87 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,415 shares; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 2,472 shares; 2025Q4: 2,249 shares 2,249 $259K 0.02% -223 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: 2,232 shares; 2025Q1: not reported; 2025Q2: 2,257 shares; 2025Q3: 2,324 shares; 2025Q4: 2,344 shares 2,344 $258K 0.02% +20 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,483 shares; 2025Q3: 2,655 shares; 2025Q4: 2,675 shares 2,675 $257K 0.02% +20 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,580 shares 1,580 $256K 0.02% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,193 shares; 2025Q1: not reported; 2025Q2: 20,238 shares; 2025Q3: 22,334 shares; 2025Q4: 22,773 shares 22,773 $256K 0.02% +439 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 2,657 shares; 2025Q4: 2,245 shares 2,245 $256K 0.02% -412 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925 shares 925 $255K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 878 shares 878 $255K 0.02% +81 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,926 shares; 2025Q1: not reported; 2025Q2: 2,244 shares; 2025Q3: not reported; 2025Q4: 2,653 shares 2,653 $254K 0.02% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,141 shares 4,141 $249K 0.02% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,607 shares; 2025Q4: 2,704 shares 2,704 $246K 0.02% +97 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,870 shares; 2025Q3: 5,588 shares; 2025Q4: 5,600 shares 5,600 $245K 0.02% +12 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,722 shares 2,722 $245K 0.02% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,163 shares; 2025Q4: 7,411 shares 7,411 $243K 0.02% +1,248 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,626 shares; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,800 shares; 2025Q4: 1,731 shares 1,731 $242K 0.02% -69 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 2,217 shares; 2025Q1: not reported; 2025Q2: 1,624 shares; 2025Q3: 1,390 shares; 2025Q4: 1,328 shares 1,328 $242K 0.02% -62 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: 1,551 shares; 2024Q4: 1,508 shares; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 460 shares; 2025Q4: 413 shares 413 $240K 0.02% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: not reported; 2025Q4: 1,226 shares 1,226 $238K 0.02% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,172 shares; 2025Q4: 3,176 shares 3,176 $236K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,497 shares 3,497 $234K 0.02% +357 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 172 shares; 2025Q1: 124 shares; 2025Q2: 167 shares; 2025Q3: 158 shares; 2025Q4: 109 shares 109 $234K 0.02% -49 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,900 shares; 2025Q1: not reported; 2025Q2: 12,360 shares; 2025Q3: 11,360 shares; 2025Q4: 12,094 shares 12,094 $234K 0.02% +734 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,182 shares 3,182 $234K 0.02% +42 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 9,307 shares; 2025Q1: not reported; 2025Q2: 7,594 shares; 2025Q3: 10,731 shares; 2025Q4: 7,750 shares 7,750 $233K 0.02% -2,981 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,272 shares; 2025Q3: 16,225 shares; 2025Q4: 17,654 shares 17,654 $232K 0.02% +1,429 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 6,280 shares; 2025Q1: not reported; 2025Q2: 6,010 shares; 2025Q3: 5,631 shares; 2025Q4: 5,450 shares 5,450 $231K 0.02% -181 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,112 shares 5,112 $231K 0.02% new 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: 4,527 shares; 2024Q4: 3,487 shares; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: not reported; 2025Q4: 3,129 shares 3,129 $230K 0.02% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,982 shares 9,982 $230K 0.02% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,202 shares; 2025Q4: 1,014 shares 1,014 $226K 0.02% -188 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: 4,879 shares 4,879 $226K 0.02% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,090 shares; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: not reported; 2025Q4: 1,095 shares 1,095 $224K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,818 shares; 2025Q4: 979 shares 979 $223K 0.02% -839 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 771 shares 771 $223K 0.02% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,725 shares; 2025Q1: not reported; 2025Q2: 1,966 shares; 2025Q3: 1,646 shares; 2025Q4: 1,576 shares 1,576 $221K 0.02% -70 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: 3,373 shares 3,373 $221K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,809 shares; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 443 shares; 2025Q4: 518 shares 518 $221K 0.02% +75 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,384 shares; 2025Q1: not reported; 2025Q2: 4,891 shares; 2025Q3: 4,457 shares; 2025Q4: 2,540 shares 2,540 $220K 0.02% -1,917 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,069 shares 2,069 $217K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 34,587 shares; 2025Q2: 2,336 shares; 2025Q3: 2,401 shares; 2025Q4: 2,247 shares 2,247 $216K 0.02% -154 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,079 shares; 2025Q4: 3,137 shares 3,137 $216K 0.02% +58 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares 2,630 $216K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 1,043 shares; 2025Q4: 770 shares 770 $215K 0.02% -273 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: 4,102 shares; 2024Q4: 4,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,304 shares 2,304 $212K 0.02% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,041 shares; 2025Q4: 1,063 shares 1,063 $211K 0.02% +22 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,750 shares 2,750 $211K 0.02% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431 shares 431 $210K 0.02% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,107 shares 5,107 $210K 0.02% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: not reported; 2025Q4: 1,003 shares 1,003 $208K 0.02% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,827 shares; 2024Q4: 7,931 shares; 2025Q1: 1,407 shares; 2025Q2: 8,987 shares; 2025Q3: 2,431 shares; 2025Q4: 1,045 shares 1,045 $208K 0.02% -1,386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares 1,380 $207K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: not reported; 2025Q2: 1,983 shares; 2025Q3: 2,080 shares; 2025Q4: 1,463 shares 1,463 $206K 0.02% -617 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,132 shares; 2025Q4: 1,033 shares 1,033 $206K 0.02% -99 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,989 shares; 2025Q3: 4,087 shares; 2025Q4: 4,057 shares 4,057 $206K 0.02% -30 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: 603 shares; 2025Q3: 520 shares; 2025Q4: 386 shares 386 $206K 0.02% -134 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 528 shares 528 $205K 0.02% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,102 shares; 2024Q4: 18,021 shares; 2025Q1: not reported; 2025Q2: 18,839 shares; 2025Q3: 16,817 shares; 2025Q4: 14,573 shares 14,573 $204K 0.02% -2,244 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: 16,923 shares; 2024Q4: 13,610 shares; 2025Q1: not reported; 2025Q2: 10,190 shares; 2025Q3: not reported; 2025Q4: 12,099 shares 12,099 $203K 0.02% new Timeline SFYF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares 1,450 $202K 0.02% new 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: 1,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares 1,307 $201K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,970 shares; 2024Q4: 6,689 shares; 2025Q1: not reported; 2025Q2: 5,480 shares; 2025Q3: 4,503 shares; 2025Q4: 3,320 shares 3,320 $201K 0.02% -1,183 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,880 shares; 2025Q1: not reported; 2025Q2: 11,590 shares; 2025Q3: 11,590 shares; 2025Q4: 11,590 shares 11,590 $190K 0.02% 0 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,976 shares; 2024Q4: 34,845 shares; 2025Q1: not reported; 2025Q2: 33,708 shares; 2025Q3: 36,016 shares; 2025Q4: 42,435 shares 42,435 $150K 0.01% +6,419 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,540 shares; 2024Q4: 15,198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,934 shares 10,934 $125K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,797 shares; 2025Q1: not reported; 2025Q2: 17,783 shares; 2025Q3: not reported; 2025Q4: 15,037 shares 15,037 $121K 0.01% new Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,051 shares; 2025Q4: 10,963 shares 10,963 $99K 0.01% -88 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE 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: 11,280 shares; 2025Q3: 16,415 shares; 2025Q4: 17,042 shares 17,042 $78.6K 0.01% +627 Timeline