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: 108,353 shares; 2024Q4: 416,782 shares; 2025Q1: 422,124 shares; 2025Q2: 418,522 shares; 2025Q3: 435,570 shares; 2025Q4: 460,905 shares 460,905 $223M 6.12% +25,335 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: 186,062 shares; 2024Q4: 398,824 shares; 2025Q1: 407,228 shares; 2025Q2: 406,063 shares; 2025Q3: 456,621 shares; 2025Q4: 582,088 shares 582,088 $158M 4.34% +125,467 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,485 shares; 2025Q1: 1,932,189 shares; 2025Q2: 1,987,410 shares; 2025Q3: 2,095,582 shares; 2025Q4: 2,124,508 shares 2,124,508 $112M 3.08% +28,926 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: 11,816 shares; 2024Q4: 22,294 shares; 2025Q1: 11,539 shares; 2025Q2: 55,096 shares; 2025Q3: 126,798 shares; 2025Q4: 183,774 shares 183,774 $87M 2.39% +56,976 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: 208,311 shares; 2024Q4: 241,666 shares; 2025Q1: 271,854 shares; 2025Q2: 304,176 shares; 2025Q3: 379,577 shares; 2025Q4: 397,110 shares 397,110 $74.1M 2.03% +17,533 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713,649 shares; 2024Q4: 1,930,981 shares; 2025Q1: 2,013,498 shares; 2025Q2: 1,992,653 shares; 2025Q3: 2,043,630 shares; 2025Q4: 2,247,462 shares 2,247,462 $72.1M 1.98% +203,832 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: 30,595 shares; 2024Q4: 197,031 shares; 2025Q1: 203,626 shares; 2025Q2: 206,167 shares; 2025Q3: 210,850 shares; 2025Q4: 217,799 shares 217,799 $70.2M 1.93% +6,949 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: 33,821 shares; 2024Q4: 182,617 shares; 2025Q1: 184,136 shares; 2025Q2: 187,745 shares; 2025Q3: 196,685 shares; 2025Q4: 201,342 shares 201,342 $69.7M 1.91% +4,657 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: 157,273 shares; 2024Q4: 210,653 shares; 2025Q1: 213,270 shares; 2025Q2: 224,704 shares; 2025Q3: 251,312 shares; 2025Q4: 300,422 shares 300,422 $69.3M 1.9% +49,110 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: 107,488 shares; 2024Q4: 151,408 shares; 2025Q1: 171,226 shares; 2025Q2: 177,324 shares; 2025Q3: 193,644 shares; 2025Q4: 217,091 shares 217,091 $67.9M 1.87% +23,447 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: 73,572 shares; 2024Q4: 272,219 shares; 2025Q1: 270,170 shares; 2025Q2: 271,762 shares; 2025Q3: 272,728 shares; 2025Q4: 271,111 shares 271,111 $61.9M 1.7% -1,617 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,743 shares; 2024Q4: 813,057 shares; 2025Q1: 755,318 shares; 2025Q2: 793,284 shares; 2025Q3: 800,074 shares; 2025Q4: 733,516 shares 733,516 $58.8M 1.62% -66,558 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: 198,676 shares; 2024Q4: 398,172 shares; 2025Q1: 407,843 shares; 2025Q2: 423,337 shares; 2025Q3: 423,755 shares; 2025Q4: 447,042 shares 447,042 $53.8M 1.48% +23,287 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: 18,499 shares; 2024Q4: 368,238 shares; 2025Q1: 369,302 shares; 2025Q2: 370,417 shares; 2025Q3: 413,248 shares; 2025Q4: 478,992 shares 478,992 $53.4M 1.46% +65,744 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805,816 shares; 2024Q4: 1,816,567 shares; 2025Q1: 2,271,767 shares; 2025Q2: 2,676,064 shares; 2025Q3: 2,809,023 shares; 2025Q4: 3,186,247 shares 3,186,247 $52.5M 1.44% +377,224 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,511 shares; 2024Q4: 168,770 shares; 2025Q1: 169,638 shares; 2025Q2: 168,481 shares; 2025Q3: 167,409 shares; 2025Q4: 167,699 shares 167,699 $49.7M 1.36% +290 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,672 shares; 2024Q4: 145,912 shares; 2025Q1: 147,676 shares; 2025Q2: 147,330 shares; 2025Q3: 152,430 shares; 2025Q4: 153,207 shares 153,207 $48.8M 1.34% +777 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: 6,285 shares; 2024Q4: 82,809 shares; 2025Q1: 83,761 shares; 2025Q2: 84,322 shares; 2025Q3: 84,205 shares; 2025Q4: 83,366 shares 83,366 $48.3M 1.33% -839 Timeline SHV 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: 296,331 shares; 2024Q4: 241,391 shares; 2025Q1: 373,845 shares; 2025Q2: 333,276 shares; 2025Q3: 492,204 shares; 2025Q4: 411,460 shares 411,460 $45.3M 1.24% -80,744 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,413 shares; 2025Q1: not reported; 2025Q2: 95,343 shares; 2025Q3: 170,599 shares; 2025Q4: 207,378 shares 207,378 $43.6M 1.2% +36,779 Timeline USIG 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: 650,107 shares; 2024Q4: 651,160 shares; 2025Q1: 738,321 shares; 2025Q2: 755,652 shares; 2025Q3: 838,614 shares; 2025Q4: 811,715 shares 811,715 $42M 1.15% -26,899 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,665 shares; 2025Q2: 1,334,815 shares; 2025Q3: 1,352,251 shares; 2025Q4: 1,361,198 shares 1,361,198 $42M 1.15% +8,947 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: 76,685 shares; 2024Q4: 185,084 shares; 2025Q1: 186,865 shares; 2025Q2: 184,964 shares; 2025Q3: 185,465 shares; 2025Q4: 197,070 shares 197,070 $40.8M 1.12% +11,605 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,500 shares; 2024Q4: 478,970 shares; 2025Q1: 521,205 shares; 2025Q2: 520,001 shares; 2025Q3: 548,612 shares; 2025Q4: 760,306 shares 760,306 $40.6M 1.11% +211,694 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,644 shares; 2024Q4: 253,221 shares; 2025Q1: 254,362 shares; 2025Q2: 254,724 shares; 2025Q3: 258,239 shares; 2025Q4: 264,006 shares 264,006 $40.2M 1.1% +5,767 Timeline JAVA 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: 158,723 shares; 2024Q4: 158,119 shares; 2025Q1: 531,445 shares; 2025Q2: 537,843 shares; 2025Q3: 546,561 shares; 2025Q4: 545,212 shares 545,212 $39.1M 1.07% -1,349 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,690 shares; 2024Q4: 199,502 shares; 2025Q1: 198,190 shares; 2025Q2: 201,873 shares; 2025Q3: 205,904 shares; 2025Q4: 201,517 shares 201,517 $37M 1.01% -4,387 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: 16,364 shares; 2024Q4: 20,140 shares; 2025Q1: 22,845 shares; 2025Q2: 23,564 shares; 2025Q3: 29,137 shares; 2025Q4: 33,243 shares 33,243 $35.7M 0.98% +4,106 Timeline GPIX 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: 5,313 shares; 2025Q3: 732,086 shares; 2025Q4: 644,407 shares 644,407 $34M 0.93% -87,679 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: 37,261 shares; 2024Q4: 28,213 shares; 2025Q1: 20,956 shares; 2025Q2: 29,727 shares; 2025Q3: 32,398 shares; 2025Q4: 48,191 shares 48,191 $32.9M 0.9% +15,793 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: 28,164 shares; 2024Q4: 37,026 shares; 2025Q1: 41,403 shares; 2025Q2: 45,627 shares; 2025Q3: 48,165 shares; 2025Q4: 46,929 shares 46,929 $31M 0.85% -1,236 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,508 shares; 2024Q4: 178,260 shares; 2025Q1: 178,568 shares; 2025Q2: 179,487 shares; 2025Q3: 179,179 shares; 2025Q4: 179,519 shares 179,519 $30.6M 0.84% +340 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,589 shares; 2024Q4: 1,105,779 shares; 2025Q1: 1,100,158 shares; 2025Q2: 1,098,117 shares; 2025Q3: 1,107,158 shares; 2025Q4: 1,087,396 shares 1,087,396 $29.9M 0.82% -19,762 Timeline SPAB 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: 578,906 shares; 2024Q4: 605,527 shares; 2025Q1: 897,226 shares; 2025Q2: 961,561 shares; 2025Q3: 1,082,531 shares; 2025Q4: 1,119,972 shares 1,119,972 $28.8M 0.79% +37,441 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: 41,634 shares; 2024Q4: 52,207 shares; 2025Q1: 51,512 shares; 2025Q2: 54,239 shares; 2025Q3: 62,280 shares; 2025Q4: 80,045 shares 80,045 $28.1M 0.77% +17,765 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,263 shares; 2024Q4: 441,663 shares; 2025Q1: 441,663 shares; 2025Q2: 445,017 shares; 2025Q3: 449,464 shares; 2025Q4: 455,136 shares 455,136 $27.4M 0.75% +5,672 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: 15,009 shares; 2024Q4: 141,354 shares; 2025Q1: 141,186 shares; 2025Q2: 140,503 shares; 2025Q3: 142,182 shares; 2025Q4: 139,627 shares 139,627 $27.2M 0.75% -2,555 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 49,695 shares; 2025Q1: 49,897 shares; 2025Q2: 85,509 shares; 2025Q3: 113,607 shares; 2025Q4: 124,738 shares 124,738 $27.1M 0.74% +11,131 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: 5,833 shares; 2024Q4: 153,013 shares; 2025Q1: 153,013 shares; 2025Q2: 154,756 shares; 2025Q3: 155,794 shares; 2025Q4: 158,553 shares 158,553 $25.4M 0.7% +2,759 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: 82,841 shares; 2024Q4: 88,129 shares; 2025Q1: 90,377 shares; 2025Q2: 115,018 shares; 2025Q3: 104,957 shares; 2025Q4: 114,868 shares 114,868 $25.2M 0.69% +9,911 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: 173,154 shares; 2024Q4: 180,172 shares; 2025Q1: 214,630 shares; 2025Q2: 219,916 shares; 2025Q3: 208,629 shares; 2025Q4: 203,005 shares 203,005 $23.7M 0.65% -5,624 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: 4,563 shares; 2024Q4: 73,424 shares; 2025Q1: 72,342 shares; 2025Q2: 72,348 shares; 2025Q3: 73,060 shares; 2025Q4: 76,912 shares 76,912 $23.5M 0.65% +3,852 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: 22,768 shares; 2024Q4: 219,354 shares; 2025Q1: 220,985 shares; 2025Q2: 218,774 shares; 2025Q3: 220,928 shares; 2025Q4: 220,405 shares 220,405 $23.2M 0.64% -523 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,092 shares; 2025Q1: 90,805 shares; 2025Q2: 90,491 shares; 2025Q3: 90,482 shares; 2025Q4: 90,477 shares 90,477 $22.3M 0.61% -5 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: 41,393 shares; 2024Q4: 54,659 shares; 2025Q1: 58,464 shares; 2025Q2: 58,148 shares; 2025Q3: 70,562 shares; 2025Q4: 71,057 shares 71,057 $21.9M 0.6% +495 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377,552 shares; 2025Q2: 390,609 shares; 2025Q3: 415,586 shares; 2025Q4: 420,219 shares 420,219 $21.5M 0.59% +4,633 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: 29,007 shares; 2024Q4: 27,544 shares; 2025Q1: 26,579 shares; 2025Q2: 30,648 shares; 2025Q3: 49,604 shares; 2025Q4: 68,339 shares 68,339 $21.4M 0.59% +18,735 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,798 shares; 2024Q4: 271,836 shares; 2025Q1: 265,762 shares; 2025Q2: 266,598 shares; 2025Q3: 271,175 shares; 2025Q4: 280,018 shares 280,018 $20.6M 0.56% +8,843 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,771 shares; 2024Q4: 558,451 shares; 2025Q1: 551,841 shares; 2025Q2: 283,862 shares; 2025Q3: 285,448 shares; 2025Q4: 289,136 shares 289,136 $20.5M 0.56% +3,688 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: 17,139 shares; 2024Q4: 23,806 shares; 2025Q1: 25,168 shares; 2025Q2: 25,746 shares; 2025Q3: 31,338 shares; 2025Q4: 35,218 shares 35,218 $20.2M 0.55% +3,880 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,349 shares 241,349 $20M 0.55% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494,219 shares; 2025Q1: 852,060 shares; 2025Q2: 888,341 shares; 2025Q3: 942,561 shares; 2025Q4: 797,814 shares 797,814 $19.9M 0.55% -144,747 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: 1,056 shares; 2024Q4: 5,695 shares; 2025Q1: 15,864 shares; 2025Q2: 15,688 shares; 2025Q3: 17,703 shares; 2025Q4: 21,615 shares 21,615 $19M 0.52% +3,912 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: 114,286 shares; 2024Q4: 766,467 shares; 2025Q1: 759,178 shares; 2025Q2: 754,546 shares; 2025Q3: 754,167 shares; 2025Q4: 747,956 shares 747,956 $18.6M 0.51% -6,211 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 37,155 shares; 2025Q3: 264,404 shares; 2025Q4: 269,933 shares 269,933 $18.5M 0.51% +5,529 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,756 shares; 2024Q4: 235,467 shares; 2025Q1: 235,675 shares; 2025Q2: 237,616 shares; 2025Q3: 243,821 shares; 2025Q4: 244,931 shares 244,931 $18M 0.49% +1,110 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,961 shares; 2024Q4: 30,089 shares; 2025Q1: 26,277 shares; 2025Q2: 27,497 shares; 2025Q3: 27,790 shares; 2025Q4: 28,693 shares 28,693 $18M 0.49% +903 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304,894 shares; 2025Q3: 27,676 shares; 2025Q4: 302,296 shares 302,296 $17.3M 0.48% +274,620 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: 51,898 shares; 2024Q4: 114,089 shares; 2025Q1: 115,819 shares; 2025Q2: 116,047 shares; 2025Q3: 117,233 shares; 2025Q4: 117,363 shares 117,363 $16.8M 0.46% +130 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: 95,307 shares; 2024Q4: 376,312 shares; 2025Q1: 385,598 shares; 2025Q2: 377,224 shares; 2025Q3: 374,905 shares; 2025Q4: 406,432 shares 406,432 $16.6M 0.45% +31,527 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: 28,421 shares; 2024Q4: 38,830 shares; 2025Q1: 39,706 shares; 2025Q2: 38,499 shares; 2025Q3: 46,399 shares; 2025Q4: 47,116 shares 47,116 $16.2M 0.45% +717 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: 112,845 shares; 2024Q4: 182,869 shares; 2025Q1: 180,578 shares; 2025Q2: 190,299 shares; 2025Q3: 190,991 shares; 2025Q4: 208,284 shares 208,284 $16M 0.44% +17,293 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 75,791 shares; 2025Q1: 5,249 shares; 2025Q2: 5,197 shares; 2025Q3: 137,727 shares; 2025Q4: 160,373 shares 160,373 $14.9M 0.41% +22,646 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 29,600 shares; 2025Q1: 29,897 shares; 2025Q2: 30,264 shares; 2025Q3: 30,286 shares; 2025Q4: 30,220 shares 30,220 $14.6M 0.4% -66 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,172 shares; 2024Q4: 73,136 shares; 2025Q1: 73,231 shares; 2025Q2: 72,833 shares; 2025Q3: 74,098 shares; 2025Q4: 77,178 shares 77,178 $14.2M 0.39% +3,080 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: 12,195 shares; 2024Q4: 14,101 shares; 2025Q1: 14,744 shares; 2025Q2: 13,827 shares; 2025Q3: 16,193 shares; 2025Q4: 16,457 shares 16,457 $14.2M 0.39% +264 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: 66,760 shares; 2024Q4: 68,199 shares; 2025Q1: 66,139 shares; 2025Q2: 66,149 shares; 2025Q3: 69,159 shares; 2025Q4: 66,167 shares 66,167 $12.6M 0.35% -2,992 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: 11,134 shares; 2024Q4: 11,145 shares; 2025Q1: 10,689 shares; 2025Q2: 12,239 shares; 2025Q3: 14,273 shares; 2025Q4: 82,151 shares 82,151 $12.6M 0.35% +67,878 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: 20,615 shares; 2024Q4: 36,156 shares; 2025Q1: 41,981 shares; 2025Q2: 41,437 shares; 2025Q3: 42,040 shares; 2025Q4: 40,826 shares 40,826 $12.4M 0.34% -1,214 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: 46,129 shares; 2024Q4: 50,527 shares; 2025Q1: 47,244 shares; 2025Q2: 47,063 shares; 2025Q3: 47,271 shares; 2025Q4: 89,017 shares 89,017 $12.4M 0.34% +41,746 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: 3,565 shares; 2024Q4: 6,857 shares; 2025Q1: 8,029 shares; 2025Q2: 10,812 shares; 2025Q3: 11,098 shares; 2025Q4: 11,502 shares 11,502 $12.3M 0.34% +404 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,248 shares; 2024Q4: 12,145 shares; 2025Q1: 12,237 shares; 2025Q2: 12,334 shares; 2025Q3: 24,468 shares; 2025Q4: 27,133 shares 27,133 $12.3M 0.34% +2,665 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: 209,369 shares; 2024Q4: 167,021 shares; 2025Q1: 175,196 shares; 2025Q2: 145,592 shares; 2025Q3: 104,100 shares; 2025Q4: 66,836 shares 66,836 $11.9M 0.33% -37,264 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: 7,915 shares; 2024Q4: 105,159 shares; 2025Q1: 105,140 shares; 2025Q2: 97,978 shares; 2025Q3: 102,920 shares; 2025Q4: 115,106 shares 115,106 $11.5M 0.32% +12,186 Timeline XFEB 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: 349,770 shares; 2025Q3: 340,101 shares; 2025Q4: 320,062 shares 320,062 $11.4M 0.31% -20,039 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213,637 shares; 2025Q1: 214,301 shares; 2025Q2: 209,474 shares; 2025Q3: 207,885 shares; 2025Q4: 211,328 shares 211,328 $11.4M 0.31% +3,443 Timeline GMAY 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: 153,380 shares; 2024Q4: 166,873 shares; 2025Q1: 115,190 shares; 2025Q2: 296,091 shares; 2025Q3: 289,478 shares; 2025Q4: 271,134 shares 271,134 $11.2M 0.31% -18,344 Timeline SGHT SIGHT SCIENCES INC More: the full row for SIGHT SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 863,918 shares; 2025Q3: 1,229,819 shares; 2025Q4: 1,378,980 shares 1,378,980 $10.9M 0.3% +149,161 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: 5,789 shares; 2024Q4: 8,034 shares; 2025Q1: 14,837 shares; 2025Q2: 15,486 shares; 2025Q3: 16,025 shares; 2025Q4: 17,238 shares 17,238 $10.6M 0.29% +1,213 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,586 shares; 2024Q4: 264,616 shares; 2025Q1: 257,601 shares; 2025Q2: 273,307 shares; 2025Q3: 274,294 shares; 2025Q4: 578,541 shares 578,541 $10.4M 0.29% +304,247 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: 16,037 shares; 2024Q4: 19,061 shares; 2025Q1: 20,178 shares; 2025Q2: 22,214 shares; 2025Q3: 25,702 shares; 2025Q4: 23,904 shares 23,904 $10.2M 0.28% -1,798 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,639 shares; 2024Q4: 230,480 shares; 2025Q1: 221,277 shares; 2025Q2: 116,700 shares; 2025Q3: 121,051 shares; 2025Q4: 122,234 shares 122,234 $9.87M 0.27% +1,183 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260,323 shares 260,323 $9.6M 0.26% new 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: 5,955 shares; 2024Q4: 5,815 shares; 2025Q1: 6,411 shares; 2025Q2: 8,028 shares; 2025Q3: 9,516 shares; 2025Q4: 16,247 shares 16,247 $9.28M 0.25% +6,731 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264,955 shares; 2025Q1: 265,406 shares; 2025Q2: 263,636 shares; 2025Q3: 263,525 shares; 2025Q4: 262,644 shares 262,644 $9.12M 0.25% -881 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,455 shares; 2025Q1: 366,803 shares; 2025Q2: 378,154 shares; 2025Q3: 538,983 shares; 2025Q4: 551,776 shares 551,776 $9.09M 0.25% +12,793 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: 3,017 shares; 2024Q4: 8,065 shares; 2025Q1: 9,698 shares; 2025Q2: 17,608 shares; 2025Q3: 12,490 shares; 2025Q4: 17,776 shares 17,776 $8.94M 0.25% +5,286 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 2,457 shares; 2025Q1: 34,040 shares; 2025Q2: 52,349 shares; 2025Q3: 80,862 shares; 2025Q4: 99,530 shares 99,530 $8.68M 0.24% +18,668 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,778 shares; 2024Q4: 176,893 shares; 2025Q1: 176,394 shares; 2025Q2: 177,721 shares; 2025Q3: 178,589 shares; 2025Q4: 179,922 shares 179,922 $8.61M 0.24% +1,333 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: not reported; 2024Q4: 125,574 shares; 2025Q1: 125,169 shares; 2025Q2: 125,151 shares; 2025Q3: 125,003 shares; 2025Q4: 133,667 shares 133,667 $8.52M 0.23% +8,664 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: 9,699 shares; 2024Q4: 6,769 shares; 2025Q1: 14,849 shares; 2025Q2: 23,288 shares; 2025Q3: 50,229 shares; 2025Q4: 43,649 shares 43,649 $8.51M 0.23% -6,580 Timeline GAUG 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: 258,049 shares; 2024Q4: 252,089 shares; 2025Q1: 145,730 shares; 2025Q2: 136,075 shares; 2025Q3: 270,747 shares; 2025Q4: 215,961 shares 215,961 $8.48M 0.23% -54,786 Timeline XMAR 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: 212,842 shares; 2025Q3: 214,181 shares; 2025Q4: 211,509 shares 211,509 $8.45M 0.23% -2,672 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: 65,730 shares; 2024Q4: 64,422 shares; 2025Q1: 63,830 shares; 2025Q2: 63,230 shares; 2025Q3: 65,043 shares; 2025Q4: 62,484 shares 62,484 $8.44M 0.23% -2,559 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,252 shares; 2024Q4: 112,889 shares; 2025Q1: 115,918 shares; 2025Q2: 116,300 shares; 2025Q3: 117,457 shares; 2025Q4: 113,260 shares 113,260 $8.41M 0.23% -4,197 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,608 shares; 2025Q1: 14,608 shares; 2025Q2: 13,635 shares; 2025Q3: 13,445 shares; 2025Q4: 16,443 shares 16,443 $8.4M 0.23% +2,998 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: not reported; 2024Q4: 13,987 shares; 2025Q1: 14,009 shares; 2025Q2: 13,109 shares; 2025Q3: 12,943 shares; 2025Q4: 15,477 shares 15,477 $8.09M 0.22% +2,534 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 45,329 shares; 2025Q1: 48,359 shares; 2025Q2: 47,629 shares; 2025Q3: 50,578 shares; 2025Q4: 43,189 shares 43,189 $7.96M 0.22% -7,389 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 15,366 shares; 2025Q1: 20,303 shares; 2025Q2: 27,878 shares; 2025Q3: 30,559 shares; 2025Q4: 49,308 shares 49,308 $7.94M 0.22% +18,749 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: 88,340 shares; 2024Q4: 87,342 shares; 2025Q1: 83,271 shares; 2025Q2: 85,177 shares; 2025Q3: 87,614 shares; 2025Q4: 110,372 shares 110,372 $7.72M 0.21% +22,758 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: 39,250 shares; 2024Q4: 29,927 shares; 2025Q1: 23,319 shares; 2025Q2: 21,985 shares; 2025Q3: 19,873 shares; 2025Q4: 22,041 shares 22,041 $7.71M 0.21% +2,168 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: 5,506 shares; 2024Q4: 5,840 shares; 2025Q1: 5,898 shares; 2025Q2: 9,997 shares; 2025Q3: 11,210 shares; 2025Q4: 11,381 shares 11,381 $7.54M 0.21% +171 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: 54,879 shares; 2024Q4: 56,332 shares; 2025Q1: 59,952 shares; 2025Q2: 61,512 shares; 2025Q3: 62,265 shares; 2025Q4: 62,636 shares 62,636 $7.53M 0.21% +371 Timeline GJUL 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: 272,430 shares; 2024Q4: 263,329 shares; 2025Q1: 154,849 shares; 2025Q2: 135,920 shares; 2025Q3: 199,461 shares; 2025Q4: 174,410 shares 174,410 $7.21M 0.2% -25,051 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,600 shares; 2025Q1: 93,600 shares; 2025Q2: 93,600 shares; 2025Q3: 93,600 shares; 2025Q4: 93,600 shares 93,600 $6.9M 0.19% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,790 shares; 2025Q3: 64,856 shares; 2025Q4: 77,182 shares 77,182 $6.83M 0.19% +12,326 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: 226,861 shares; 2024Q4: 228,844 shares; 2025Q1: 182,958 shares; 2025Q2: 99,518 shares; 2025Q3: 100,234 shares; 2025Q4: 100,915 shares 100,915 $6.78M 0.19% +681 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 78,157 shares; 2025Q1: 78,157 shares; 2025Q2: 72,714 shares; 2025Q3: 73,426 shares; 2025Q4: 82,384 shares 82,384 $6.73M 0.18% +8,958 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,100 shares; 2025Q1: 143,005 shares; 2025Q2: 159,926 shares; 2025Q3: 108,337 shares; 2025Q4: 109,266 shares 109,266 $6.57M 0.18% +929 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 86,136 shares; 2025Q1: 81,802 shares; 2025Q2: 82,000 shares; 2025Q3: 82,000 shares; 2025Q4: 82,000 shares 82,000 $6.48M 0.18% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,882 shares; 2024Q4: 149,581 shares; 2025Q1: 147,528 shares; 2025Q2: 137,495 shares; 2025Q3: 147,641 shares; 2025Q4: 161,047 shares 161,047 $6.36M 0.17% +13,406 Timeline GSEP 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: 334,651 shares; 2024Q4: 299,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,566 shares; 2025Q4: 161,751 shares 161,751 $6.27M 0.17% -18,815 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 9,537 shares; 2025Q1: 9,087 shares; 2025Q2: 10,487 shares; 2025Q3: 19,020 shares; 2025Q4: 178,028 shares 178,028 $6.14M 0.17% +159,008 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: 48,121 shares; 2024Q4: 50,410 shares; 2025Q1: 50,157 shares; 2025Q2: 49,235 shares; 2025Q3: 44,896 shares; 2025Q4: 42,703 shares 42,703 $6.12M 0.17% -2,193 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: 23,808 shares; 2024Q4: 27,744 shares; 2025Q1: 27,389 shares; 2025Q2: 26,081 shares; 2025Q3: 24,631 shares; 2025Q4: 24,257 shares 24,257 $5.85M 0.16% -374 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: not reported; 2025Q1: not reported; 2025Q2: 35,863 shares; 2025Q3: 22,877 shares; 2025Q4: 34,482 shares 34,482 $5.79M 0.16% +11,605 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,377 shares; 2024Q4: 25,276 shares; 2025Q1: 23,630 shares; 2025Q2: 3,689 shares; 2025Q3: 14,391 shares; 2025Q4: 17,394 shares 17,394 $5.74M 0.16% +3,003 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: 78,539 shares; 2024Q4: 76,929 shares; 2025Q1: 74,556 shares; 2025Q2: 74,388 shares; 2025Q3: 74,514 shares; 2025Q4: 91,120 shares 91,120 $5.69M 0.16% +16,606 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,367 shares 86,367 $5.65M 0.16% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: 13,915 shares; 2025Q1: 14,682 shares; 2025Q2: 14,783 shares; 2025Q3: 13,004 shares; 2025Q4: 17,085 shares 17,085 $5.59M 0.15% +4,081 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,142 shares; 2024Q4: 38,250 shares; 2025Q1: 37,440 shares; 2025Q2: 38,287 shares; 2025Q3: 38,461 shares; 2025Q4: 38,828 shares 38,828 $5.57M 0.15% +367 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,092 shares; 2025Q1: 228,092 shares; 2025Q2: 228,365 shares; 2025Q3: 228,524 shares; 2025Q4: 228,388 shares 228,388 $5.54M 0.15% -136 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,852 shares; 2025Q1: 222,203 shares; 2025Q2: 225,351 shares; 2025Q3: 248,057 shares; 2025Q4: 144,246 shares 144,246 $5.54M 0.15% -103,811 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: 671 shares; 2024Q4: 636 shares; 2025Q1: 683 shares; 2025Q2: 5,448 shares; 2025Q3: 6,635 shares; 2025Q4: 7,836 shares 7,836 $5.37M 0.15% +1,201 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 9,198 shares; 2025Q1: 9,456 shares; 2025Q2: 8,116 shares; 2025Q3: 10,046 shares; 2025Q4: 14,168 shares 14,168 $5.24M 0.14% +4,122 Timeline GNOV 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: 12,731 shares; 2024Q4: 239,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,658 shares 131,658 $5.23M 0.14% new Timeline IHDG 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: 192,414 shares; 2024Q4: 193,408 shares; 2025Q1: 176,504 shares; 2025Q2: 119,253 shares; 2025Q3: 109,161 shares; 2025Q4: 105,246 shares 105,246 $5.12M 0.14% -3,915 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,214 shares; 2025Q1: 229,675 shares; 2025Q2: 229,675 shares; 2025Q3: 229,675 shares; 2025Q4: 228,675 shares 228,675 $5.09M 0.14% -1,000 Timeline GAPR 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: 38,056 shares; 2024Q4: 38,747 shares; 2025Q1: 26,787 shares; 2025Q2: 128,822 shares; 2025Q3: 127,033 shares; 2025Q4: 125,665 shares 125,665 $5.03M 0.14% -1,368 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: 27,089 shares; 2024Q4: 27,446 shares; 2025Q1: 28,642 shares; 2025Q2: 32,323 shares; 2025Q3: 29,052 shares; 2025Q4: 28,242 shares 28,242 $5.01M 0.14% -810 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184,610 shares; 2025Q2: 179,307 shares; 2025Q3: 175,255 shares; 2025Q4: 164,145 shares 164,145 $4.96M 0.14% -11,110 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: 73,568 shares; 2025Q1: 73,568 shares; 2025Q2: 73,639 shares; 2025Q3: 75,191 shares; 2025Q4: 73,648 shares 73,648 $4.94M 0.14% -1,543 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: 35,795 shares; 2024Q4: 16,291 shares; 2025Q1: 13,884 shares; 2025Q2: 13,847 shares; 2025Q3: 13,842 shares; 2025Q4: 16,806 shares 16,806 $4.88M 0.13% +2,964 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: 370,525 shares; 2025Q1: 370,525 shares; 2025Q2: 370,525 shares; 2025Q3: 370,125 shares; 2025Q4: 370,125 shares 370,125 $4.86M 0.13% 0 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,757 shares; 2024Q4: 102,308 shares; 2025Q1: 139,182 shares; 2025Q2: 152,710 shares; 2025Q3: 199,203 shares; 2025Q4: 190,402 shares 190,402 $4.84M 0.13% -8,801 Timeline GJUN 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: 107,466 shares; 2024Q4: 104,009 shares; 2025Q1: 74,307 shares; 2025Q2: 155,094 shares; 2025Q3: 161,201 shares; 2025Q4: 121,027 shares 121,027 $4.79M 0.13% -40,174 Timeline GDEC 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: 173,259 shares; 2024Q4: 266,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,519 shares 126,519 $4.78M 0.13% new Timeline GOCT 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: 159,799 shares; 2024Q4: 190,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,842 shares 119,842 $4.71M 0.13% new Timeline SGOV 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: 71,074 shares; 2024Q4: 45,438 shares; 2025Q1: 53,626 shares; 2025Q2: 47,453 shares; 2025Q3: 46,899 shares; 2025Q4: 46,075 shares 46,075 $4.63M 0.13% -824 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: 21,314 shares; 2024Q4: 20,164 shares; 2025Q1: 20,164 shares; 2025Q2: 19,938 shares; 2025Q3: 19,670 shares; 2025Q4: 17,760 shares 17,760 $4.57M 0.13% -1,910 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: not reported; 2024Q4: not reported; 2025Q1: 2,539 shares; 2025Q2: 2,721 shares; 2025Q3: 56,390 shares; 2025Q4: 31,593 shares 31,593 $4.55M 0.12% -24,797 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: 4,976 shares; 2024Q4: 15,177 shares; 2025Q1: 19,006 shares; 2025Q2: 18,278 shares; 2025Q3: 18,405 shares; 2025Q4: 18,564 shares 18,564 $4.51M 0.12% +159 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,414 shares; 2025Q2: 164,169 shares; 2025Q3: 159,992 shares; 2025Q4: 149,360 shares 149,360 $4.47M 0.12% -10,632 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,733 shares; 2024Q4: 21,865 shares; 2025Q1: 24,150 shares; 2025Q2: 30,820 shares; 2025Q3: 34,108 shares; 2025Q4: 36,485 shares 36,485 $4.44M 0.12% +2,377 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,898 shares; 2024Q4: 48,249 shares; 2025Q1: 47,725 shares; 2025Q2: 45,598 shares; 2025Q3: 46,201 shares; 2025Q4: 89,435 shares 89,435 $4.44M 0.12% +43,234 Timeline IBTG 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: 193,109 shares; 2025Q4: 192,574 shares 192,574 $4.41M 0.12% -535 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,682 shares; 2024Q4: 212,307 shares; 2025Q1: 211,736 shares; 2025Q2: 211,736 shares; 2025Q3: 224,917 shares; 2025Q4: 228,717 shares 228,717 $4.38M 0.12% +3,800 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 25,527 shares; 2025Q1: 23,186 shares; 2025Q2: 21,356 shares; 2025Q3: 21,053 shares; 2025Q4: 18,891 shares 18,891 $4.32M 0.12% -2,162 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: 13,661 shares; 2024Q4: 11,655 shares; 2025Q1: 15,420 shares; 2025Q2: 21,662 shares; 2025Q3: 23,228 shares; 2025Q4: 34,240 shares 34,240 $4.29M 0.12% +11,012 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 46,623 shares; 2025Q1: 57,083 shares; 2025Q2: 54,952 shares; 2025Q3: 54,876 shares; 2025Q4: 54,482 shares 54,482 $4.29M 0.12% -394 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,437 shares; 2025Q1: 3,450 shares; 2025Q2: 4,376 shares; 2025Q3: 3,438 shares; 2025Q4: 7,458 shares 7,458 $4.28M 0.12% +4,020 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: 3,444 shares; 2024Q4: 3,667 shares; 2025Q1: 3,864 shares; 2025Q2: 3,869 shares; 2025Q3: 3,878 shares; 2025Q4: 7,520 shares 7,520 $4.26M 0.12% +3,642 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,850 shares; 2025Q1: 76,850 shares; 2025Q2: 76,850 shares; 2025Q3: 76,850 shares; 2025Q4: 76,850 shares 76,850 $4.23M 0.12% 0 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: 8,030 shares; 2024Q4: 8,029 shares; 2025Q1: 8,024 shares; 2025Q2: 7,969 shares; 2025Q3: 7,952 shares; 2025Q4: 10,527 shares 10,527 $4.17M 0.11% +2,575 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,715 shares; 2024Q4: 30,056 shares; 2025Q1: 12,887 shares; 2025Q2: 21,758 shares; 2025Q3: 32,716 shares; 2025Q4: 87,410 shares 87,410 $4.11M 0.11% +54,694 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,603 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 10,930 shares; 2025Q4: 10,930 shares 10,930 $4.08M 0.11% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,879 shares; 2024Q4: 57,932 shares; 2025Q1: 56,056 shares; 2025Q2: 44,941 shares; 2025Q3: 50,994 shares; 2025Q4: 43,319 shares 43,319 $4.06M 0.11% -7,675 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,116 shares; 2024Q4: 279,982 shares; 2025Q1: 174,632 shares; 2025Q2: 177,498 shares; 2025Q3: 152,713 shares; 2025Q4: 152,009 shares 152,009 $4M 0.11% -704 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,371 shares; 2025Q1: 1,505 shares; 2025Q2: 1,495 shares; 2025Q3: 1,650 shares; 2025Q4: 1,985 shares 1,985 $4M 0.11% +335 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 4,811 shares; 2025Q1: 6,111 shares; 2025Q2: 6,355 shares; 2025Q3: 7,413 shares; 2025Q4: 8,412 shares 8,412 $3.94M 0.11% +999 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: 4,062 shares; 2024Q4: 4,237 shares; 2025Q1: 4,050 shares; 2025Q2: 4,493 shares; 2025Q3: 4,065 shares; 2025Q4: 40,702 shares 40,702 $3.82M 0.1% +36,637 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,132 shares; 2024Q4: 19,541 shares; 2025Q1: 19,137 shares; 2025Q2: 17,728 shares; 2025Q3: 18,502 shares; 2025Q4: 16,335 shares 16,335 $3.78M 0.1% -2,167 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,931 shares; 2024Q4: 55,100 shares; 2025Q1: 57,709 shares; 2025Q2: 57,290 shares; 2025Q3: 58,343 shares; 2025Q4: 70,807 shares 70,807 $3.6M 0.1% +12,464 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,699 shares; 2025Q2: 73,537 shares; 2025Q3: 153,540 shares; 2025Q4: 126,455 shares 126,455 $3.6M 0.1% -27,085 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,036 shares 23,036 $3.56M 0.1% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,018 shares; 2024Q4: 25,491 shares; 2025Q1: 25,755 shares; 2025Q2: 26,547 shares; 2025Q3: 26,284 shares; 2025Q4: 24,964 shares 24,964 $3.44M 0.09% -1,320 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: 14,225 shares; 2024Q4: 3,815 shares; 2025Q1: 1,975 shares; 2025Q2: 7,223 shares; 2025Q3: 12,617 shares; 2025Q4: 13,872 shares 13,872 $3.41M 0.09% +1,255 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: 3,105 shares; 2025Q1: 3,202 shares; 2025Q2: 3,215 shares; 2025Q3: 3,579 shares; 2025Q4: 3,132 shares 3,132 $3.35M 0.09% -447 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,025 shares 14,025 $3.33M 0.09% new 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: 37,026 shares; 2024Q4: 15,535 shares; 2025Q1: 12,878 shares; 2025Q2: 12,878 shares; 2025Q3: 12,878 shares; 2025Q4: 12,878 shares 12,878 $3.32M 0.09% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 85,866 shares; 2025Q4: 85,446 shares 85,446 $3.3M 0.09% -420 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,461 shares; 2025Q2: 109,798 shares; 2025Q3: 110,655 shares; 2025Q4: 108,659 shares 108,659 $3.25M 0.09% -1,996 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 9,796 shares; 2025Q1: 11,420 shares; 2025Q2: 10,316 shares; 2025Q3: 10,495 shares; 2025Q4: 14,746 shares 14,746 $3.16M 0.09% +4,251 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,761 shares; 2025Q2: 82,877 shares; 2025Q3: 82,271 shares; 2025Q4: 84,590 shares 84,590 $3.06M 0.08% +2,319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,375 shares; 2025Q4: 4,520 shares 4,520 $3.06M 0.08% +3,145 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: 45,710 shares; 2024Q4: 27,061 shares; 2025Q1: 23,254 shares; 2025Q2: 15,092 shares; 2025Q3: 10,930 shares; 2025Q4: 14,238 shares 14,238 $3.05M 0.08% +3,308 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: 16,164 shares; 2024Q4: 18,013 shares; 2025Q1: 18,447 shares; 2025Q2: 17,652 shares; 2025Q3: 17,053 shares; 2025Q4: 17,369 shares 17,369 $3.01M 0.08% +316 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,621 shares; 2025Q1: 14,621 shares; 2025Q2: 14,621 shares; 2025Q3: 14,621 shares; 2025Q4: 14,446 shares 14,446 $3M 0.08% -175 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,391 shares; 2025Q2: 85,328 shares; 2025Q3: 97,954 shares; 2025Q4: 89,614 shares 89,614 $3M 0.08% -8,340 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,155 shares; 2025Q1: 73,868 shares; 2025Q2: 73,868 shares; 2025Q3: 74,061 shares; 2025Q4: 73,753 shares 73,753 $2.96M 0.08% -308 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,755 shares; 2025Q1: 37,755 shares; 2025Q2: 37,755 shares; 2025Q3: 37,755 shares; 2025Q4: 37,755 shares 37,755 $2.92M 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,422 shares; 2024Q4: 21,662 shares; 2025Q1: 23,475 shares; 2025Q2: 21,953 shares; 2025Q3: 21,414 shares; 2025Q4: 22,087 shares 22,087 $2.85M 0.08% +673 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 8,686 shares; 2025Q1: 10,062 shares; 2025Q2: 11,661 shares; 2025Q3: 11,863 shares; 2025Q4: 20,909 shares 20,909 $2.84M 0.08% +9,046 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 26,412 shares; 2025Q1: 26,412 shares; 2025Q2: 26,424 shares; 2025Q3: 26,444 shares; 2025Q4: 26,469 shares 26,469 $2.84M 0.08% +25 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: 3,117 shares; 2024Q4: 3,109 shares; 2025Q1: 3,439 shares; 2025Q2: 5,094 shares; 2025Q3: 4,907 shares; 2025Q4: 5,681 shares 5,681 $2.77M 0.08% +774 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: 121,136 shares; 2024Q4: 116,104 shares; 2025Q1: 46,041 shares; 2025Q2: 53,997 shares; 2025Q3: 65,399 shares; 2025Q4: 50,287 shares 50,287 $2.77M 0.08% -15,112 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,297 shares; 2024Q4: 19,403 shares; 2025Q1: 21,027 shares; 2025Q2: 22,600 shares; 2025Q3: 21,557 shares; 2025Q4: 26,147 shares 26,147 $2.59M 0.07% +4,590 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,598 shares; 2025Q2: 74,086 shares; 2025Q3: 80,637 shares; 2025Q4: 77,460 shares 77,460 $2.52M 0.07% -3,177 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,179 shares; 2024Q4: 21,806 shares; 2025Q1: 22,320 shares; 2025Q2: 19,932 shares; 2025Q3: 17,865 shares; 2025Q4: 22,230 shares 22,230 $2.51M 0.07% +4,365 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: 4,602 shares; 2024Q4: 4,459 shares; 2025Q1: 5,056 shares; 2025Q2: 5,597 shares; 2025Q3: 5,445 shares; 2025Q4: 9,276 shares 9,276 $2.49M 0.07% +3,831 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: 3,589 shares; 2024Q4: 3,603 shares; 2025Q1: 6,992 shares; 2025Q2: 6,508 shares; 2025Q3: 3,339 shares; 2025Q4: 5,406 shares 5,406 $2.43M 0.07% +2,067 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: 13,136 shares; 2024Q4: 13,850 shares; 2025Q1: 14,940 shares; 2025Q2: 15,000 shares; 2025Q3: 15,706 shares; 2025Q4: 15,706 shares 15,706 $2.36M 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: not reported; 2025Q1: 9,099 shares; 2025Q2: 9,199 shares; 2025Q3: 9,199 shares; 2025Q4: 63,495 shares 63,495 $2.34M 0.06% +54,296 Timeline IUSB 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: 51,009 shares; 2025Q3: 50,342 shares; 2025Q4: 50,068 shares 50,068 $2.33M 0.06% -274 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: 35,567 shares; 2024Q4: 38,299 shares; 2025Q1: 51,712 shares; 2025Q2: 43,613 shares; 2025Q3: 34,134 shares; 2025Q4: 29,011 shares 29,011 $2.33M 0.06% -5,123 Timeline GNE GENIE ENERGY LTD More: the full row for GENIE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,545 shares; 2024Q4: 159,200 shares; 2025Q1: 159,200 shares; 2025Q2: 165,355 shares; 2025Q3: 165,355 shares; 2025Q4: 165,355 shares 165,355 $2.28M 0.06% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.06% 0 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: 24,961 shares; 2024Q4: 25,119 shares; 2025Q1: 24,008 shares; 2025Q2: 26,166 shares; 2025Q3: 27,219 shares; 2025Q4: 27,609 shares 27,609 $2.24M 0.06% +390 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 1,337,989 shares; 2025Q2: 270,457 shares; 2025Q3: 97,869 shares; 2025Q4: 67,590 shares 67,590 $2.24M 0.06% -30,279 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: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares 7,755 $2.16M 0.06% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,967 shares; 2024Q4: 57,092 shares; 2025Q1: 57,677 shares; 2025Q2: 59,496 shares; 2025Q3: 58,786 shares; 2025Q4: 59,081 shares 59,081 $2.14M 0.06% +295 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 74,484 shares; 2025Q1: 75,649 shares; 2025Q2: 23,478 shares; 2025Q3: 24,124 shares; 2025Q4: 24,551 shares 24,551 $2.14M 0.06% +427 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 12,484 shares; 2025Q1: 13,164 shares; 2025Q2: 13,489 shares; 2025Q3: 13,353 shares; 2025Q4: 11,616 shares 11,616 $2.14M 0.06% -1,737 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,330 shares; 2025Q2: 69,588 shares; 2025Q3: 68,078 shares; 2025Q4: 61,762 shares 61,762 $2.13M 0.06% -6,316 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,531 shares; 2025Q1: 7,066 shares; 2025Q2: 2,211 shares; 2025Q3: 3,306 shares; 2025Q4: 7,425 shares 7,425 $2.12M 0.06% +4,119 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: 16,726 shares; 2024Q4: 16,726 shares; 2025Q1: not reported; 2025Q2: 16,754 shares; 2025Q3: 21,407 shares; 2025Q4: 21,746 shares 21,746 $2.09M 0.06% +339 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest 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: 68,549 shares 68,549 $2.05M 0.06% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,780 shares; 2024Q4: 20,462 shares; 2025Q1: 22,317 shares; 2025Q2: 22,317 shares; 2025Q3: 24,222 shares; 2025Q4: 41,945 shares 41,945 $2.03M 0.06% +17,723 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,710 shares; 2024Q4: 33,678 shares; 2025Q1: 47,196 shares; 2025Q2: 14,483 shares; 2025Q3: 14,447 shares; 2025Q4: 13,955 shares 13,955 $2.01M 0.06% -492 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: 7,050 shares; 2025Q3: 20,727 shares; 2025Q4: 20,760 shares 20,760 $2M 0.05% +33 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: 7,815 shares; 2024Q4: 5,626 shares; 2025Q1: 11,160 shares; 2025Q2: 10,484 shares; 2025Q3: 9,108 shares; 2025Q4: 15,643 shares 15,643 $1.97M 0.05% +6,535 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: 12,817 shares; 2024Q4: 7,482 shares; 2025Q1: 7,742 shares; 2025Q2: 7,024 shares; 2025Q3: 7,892 shares; 2025Q4: 17,230 shares 17,230 $1.96M 0.05% +9,338 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: 6,374 shares; 2024Q4: 6,287 shares; 2025Q1: 6,505 shares; 2025Q2: 6,549 shares; 2025Q3: 6,868 shares; 2025Q4: 13,585 shares 13,585 $1.96M 0.05% +6,717 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: 30,332 shares; 2024Q4: 10,858 shares; 2025Q1: 7,142 shares; 2025Q2: 7,134 shares; 2025Q3: 7,534 shares; 2025Q4: 7,593 shares 7,593 $1.95M 0.05% +59 Timeline IYR 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: 21,896 shares; 2025Q3: 10,115 shares; 2025Q4: 20,644 shares 20,644 $1.94M 0.05% +10,529 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: 7,904 shares; 2025Q1: 7,904 shares; 2025Q2: 10,507 shares; 2025Q3: 10,511 shares; 2025Q4: 14,491 shares 14,491 $1.9M 0.05% +3,980 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,943 shares; 2025Q2: 65,669 shares; 2025Q3: 63,737 shares; 2025Q4: 58,471 shares 58,471 $1.89M 0.05% -5,266 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,952 shares; 2024Q4: 14,951 shares; 2025Q1: 13,355 shares; 2025Q2: 12,099 shares; 2025Q3: 20,040 shares; 2025Q4: 21,892 shares 21,892 $1.88M 0.05% +1,852 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,915 shares; 2025Q2: 48,278 shares; 2025Q3: 54,081 shares; 2025Q4: 53,495 shares 53,495 $1.86M 0.05% -586 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: 10,657 shares; 2024Q4: 12,477 shares; 2025Q1: 7,591 shares; 2025Q2: 7,976 shares; 2025Q3: 10,394 shares; 2025Q4: 10,576 shares 10,576 $1.81M 0.05% +182 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,975 shares; 2024Q4: 25,383 shares; 2025Q1: 25,379 shares; 2025Q2: 25,333 shares; 2025Q3: 25,341 shares; 2025Q4: 12,762 shares 12,762 $1.8M 0.05% -12,579 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,667 shares; 2025Q4: 2,743 shares 2,743 $1.79M 0.05% +1,076 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,253 shares; 2025Q4: 19,136 shares 19,136 $1.75M 0.05% +5,883 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,077 shares; 2024Q4: 140,287 shares; 2025Q1: 120,315 shares; 2025Q2: 120,315 shares; 2025Q3: 120,315 shares; 2025Q4: 112,105 shares 112,105 $1.72M 0.05% -8,210 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 80,512 shares; 2025Q1: 80,430 shares; 2025Q2: 80,315 shares; 2025Q3: 79,776 shares; 2025Q4: 73,681 shares 73,681 $1.72M 0.05% -6,095 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares; 2025Q3: 7,266 shares; 2025Q4: 8,466 shares 8,466 $1.72M 0.05% +1,200 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,174 shares; 2025Q2: 8,057 shares; 2025Q3: 10,194 shares; 2025Q4: 20,241 shares 20,241 $1.7M 0.05% +10,047 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: 3,255 shares; 2024Q4: 4,161 shares; 2025Q1: 4,075 shares; 2025Q2: 3,641 shares; 2025Q3: 3,685 shares; 2025Q4: 10,583 shares 10,583 $1.69M 0.05% +6,898 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,758 shares 25,758 $1.68M 0.05% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,471 shares; 2025Q4: 126,427 shares 126,427 $1.68M 0.05% +85,956 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,345 shares; 2025Q2: 70,764 shares; 2025Q3: 74,480 shares; 2025Q4: 55,855 shares 55,855 $1.63M 0.04% -18,625 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,405 shares 17,405 $1.61M 0.04% new 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: 30,440 shares; 2024Q4: 31,327 shares; 2025Q1: 31,445 shares; 2025Q2: 35,913 shares; 2025Q3: 29,639 shares; 2025Q4: 30,708 shares 30,708 $1.55M 0.04% +1,069 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: 14,138 shares; 2024Q4: 15,158 shares; 2025Q1: 16,481 shares; 2025Q2: 18,185 shares; 2025Q3: 19,378 shares; 2025Q4: 31,022 shares 31,022 $1.54M 0.04% +11,644 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,938 shares 8,938 $1.54M 0.04% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,631 shares 10,631 $1.54M 0.04% new Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,166 shares; 2024Q4: 29,166 shares; 2025Q1: not reported; 2025Q2: 29,166 shares; 2025Q3: 29,166 shares; 2025Q4: 29,166 shares 29,166 $1.49M 0.04% 0 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: 22,060 shares; 2024Q4: 22,056 shares; 2025Q1: 23,495 shares; 2025Q2: 23,437 shares; 2025Q3: 24,922 shares; 2025Q4: 24,785 shares 24,785 $1.49M 0.04% -137 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,728 shares; 2024Q4: 51,722 shares; 2025Q1: 53,957 shares; 2025Q2: 52,771 shares; 2025Q3: 51,726 shares; 2025Q4: 34,292 shares 34,292 $1.48M 0.04% -17,434 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,930 shares; 2024Q4: 99,533 shares; 2025Q1: 102,621 shares; 2025Q2: 92,248 shares; 2025Q3: 94,765 shares; 2025Q4: 84,065 shares 84,065 $1.45M 0.04% -10,700 Timeline VOOG 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: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares 3,251 $1.45M 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,129 shares; 2025Q1: 4,181 shares; 2025Q2: 4,356 shares; 2025Q3: 5,396 shares; 2025Q4: 32,189 shares 32,189 $1.44M 0.04% +26,793 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,514 shares; 2025Q2: 5,309 shares; 2025Q3: 5,256 shares; 2025Q4: 5,923 shares 5,923 $1.44M 0.04% +667 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,989 shares; 2024Q4: 149,989 shares; 2025Q1: 136,765 shares; 2025Q2: 136,765 shares; 2025Q3: 136,765 shares; 2025Q4: 151,161 shares 151,161 $1.42M 0.04% +14,396 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,426 shares; 2025Q1: 5,013 shares; 2025Q2: 5,467 shares; 2025Q3: 6,365 shares; 2025Q4: 8,191 shares 8,191 $1.4M 0.04% +1,826 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: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,482 shares; 2025Q2: 1,631 shares; 2025Q3: 1,859 shares; 2025Q4: 1,849 shares 1,849 $1.39M 0.04% -10 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,029 shares; 2025Q1: 3,775 shares; 2025Q2: 3,454 shares; 2025Q3: 3,342 shares; 2025Q4: 3,932 shares 3,932 $1.39M 0.04% +590 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,169 shares; 2024Q4: 130,169 shares; 2025Q1: 130,169 shares; 2025Q2: 130,169 shares; 2025Q3: 130,169 shares; 2025Q4: 130,169 shares 130,169 $1.37M 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,750 shares; 2024Q4: 14,185 shares; 2025Q1: 14,537 shares; 2025Q2: 18,762 shares; 2025Q3: 22,765 shares; 2025Q4: 18,459 shares 18,459 $1.36M 0.04% -4,306 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: 6,868 shares; 2024Q4: 6,719 shares; 2025Q1: 4,815 shares; 2025Q2: 4,739 shares; 2025Q3: 12,401 shares; 2025Q4: 13,335 shares 13,335 $1.33M 0.04% +934 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: not reported; 2025Q4: 4,481 shares 4,481 $1.3M 0.04% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,946 shares; 2025Q1: 7,686 shares; 2025Q2: 15,793 shares; 2025Q3: 15,988 shares; 2025Q4: 16,108 shares 16,108 $1.29M 0.04% +120 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: 31,714 shares; 2024Q4: 31,714 shares; 2025Q1: 35,542 shares; 2025Q2: 31,776 shares; 2025Q3: 41,121 shares; 2025Q4: 91,378 shares 91,378 $1.28M 0.04% +50,257 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 36,104 shares; 2025Q1: 33,064 shares; 2025Q2: 27,447 shares; 2025Q3: 35,227 shares; 2025Q4: 35,220 shares 35,220 $1.28M 0.04% -7 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,786 shares; 2025Q3: 4,778 shares; 2025Q4: 4,788 shares 4,788 $1.26M 0.03% +10 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,705 shares; 2024Q4: 17,705 shares; 2025Q1: 32,806 shares; 2025Q2: 33,306 shares; 2025Q3: 36,306 shares; 2025Q4: 56,126 shares 56,126 $1.25M 0.03% +19,820 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,875 shares; 2024Q4: 54,275 shares; 2025Q1: 60,475 shares; 2025Q2: 70,375 shares; 2025Q3: 70,375 shares; 2025Q4: 70,675 shares 70,675 $1.25M 0.03% +300 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,037 shares; 2024Q4: 9,036 shares; 2025Q1: 7,843 shares; 2025Q2: 7,135 shares; 2025Q3: 11,678 shares; 2025Q4: 12,683 shares 12,683 $1.24M 0.03% +1,005 Timeline DHS 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: 12,150 shares 12,150 $1.24M 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares; 2025Q4: 3,922 shares 3,922 $1.22M 0.03% +780 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,383 shares; 2025Q1: not reported; 2025Q2: 9,592 shares; 2025Q3: 9,651 shares; 2025Q4: 9,595 shares 9,595 $1.18M 0.03% -56 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares; 2025Q2: 18,757 shares; 2025Q3: 18,757 shares; 2025Q4: 18,757 shares 18,757 $1.17M 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,678 shares; 2024Q4: 14,838 shares; 2025Q1: 15,516 shares; 2025Q2: 14,190 shares; 2025Q3: 13,536 shares; 2025Q4: 11,356 shares 11,356 $1.15M 0.03% -2,180 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,165 shares; 2024Q4: 244,165 shares; 2025Q1: 241,040 shares; 2025Q2: 241,040 shares; 2025Q3: 241,171 shares; 2025Q4: 241,172 shares 241,172 $1.14M 0.03% +1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,894 shares; 2024Q4: 15,894 shares; 2025Q1: not reported; 2025Q2: 15,894 shares; 2025Q3: 19,967 shares; 2025Q4: 22,697 shares 22,697 $1.13M 0.03% +2,730 Timeline SPGM 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: 16,136 shares; 2024Q4: 14,642 shares; 2025Q1: 14,621 shares; 2025Q2: 14,496 shares; 2025Q3: 14,509 shares; 2025Q4: 14,521 shares 14,521 $1.11M 0.03% +12 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 4,777 shares; 2025Q1: 4,719 shares; 2025Q2: 4,015 shares; 2025Q3: 5,864 shares; 2025Q4: 8,376 shares 8,376 $1.11M 0.03% +2,512 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,114 shares; 2024Q4: 79,317 shares; 2025Q1: 79,317 shares; 2025Q2: 79,317 shares; 2025Q3: 79,317 shares; 2025Q4: 79,317 shares 79,317 $1.1M 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 18,629 shares; 2025Q1: 18,629 shares; 2025Q2: 18,629 shares; 2025Q3: 18,629 shares; 2025Q4: 7,594 shares 7,594 $1.07M 0.03% -11,035 Timeline JUNM 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: 31,669 shares; 2025Q3: 31,236 shares; 2025Q4: 31,130 shares 31,130 $1.07M 0.03% -106 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: 5,357 shares; 2024Q4: 5,364 shares; 2025Q1: 4,957 shares; 2025Q2: 4,757 shares; 2025Q3: 4,932 shares; 2025Q4: 2,982 shares 2,982 $1.05M 0.03% -1,950 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: 7,997 shares; 2024Q4: 7,997 shares; 2025Q1: 7,997 shares; 2025Q2: 7,997 shares; 2025Q3: 7,997 shares; 2025Q4: 2,467 shares 2,467 $1.02M 0.03% -5,530 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,327 shares; 2025Q1: 3,967 shares; 2025Q2: 10,371 shares; 2025Q3: 10,584 shares; 2025Q4: 10,544 shares 10,544 $1M 0.03% -40 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: 3,956 shares; 2025Q4: 13,102 shares 13,102 $970K 0.03% +9,146 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,735 shares; 2025Q3: 4,822 shares; 2025Q4: 4,797 shares 4,797 $953K 0.03% -25 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: 4,505 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 8,415 shares 8,415 $898K 0.02% +3,910 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 15,269 shares; 2025Q1: 14,596 shares; 2025Q2: 14,563 shares; 2025Q3: 15,278 shares; 2025Q4: 11,276 shares 11,276 $890K 0.02% -4,002 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: 14,900 shares; 2024Q4: 9,289 shares; 2025Q1: 9,305 shares; 2025Q2: 9,220 shares; 2025Q3: 9,208 shares; 2025Q4: 11,242 shares 11,242 $886K 0.02% +2,034 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,363 shares; 2025Q3: 14,490 shares; 2025Q4: 14,406 shares 14,406 $876K 0.02% -84 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: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 4,090 shares; 2025Q3: 4,136 shares; 2025Q4: 4,121 shares 4,121 $874K 0.02% -15 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,342 shares; 2024Q4: 40,395 shares; 2025Q1: 49,428 shares; 2025Q2: 45,797 shares; 2025Q3: 42,446 shares; 2025Q4: 37,953 shares 37,953 $867K 0.02% -4,493 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,922 shares; 2025Q3: 10,296 shares; 2025Q4: 11,207 shares 11,207 $851K 0.02% +911 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,210 shares; 2025Q3: 7,984 shares; 2025Q4: 6,734 shares 6,734 $848K 0.02% -1,250 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,071 shares; 2025Q1: 14,111 shares; 2025Q2: 14,624 shares; 2025Q3: 14,924 shares; 2025Q4: 12,536 shares 12,536 $846K 0.02% -2,388 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,100 shares; 2025Q1: 4,789 shares; 2025Q2: 9,561 shares; 2025Q3: 9,561 shares; 2025Q4: 7,011 shares 7,011 $840K 0.02% -2,550 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: 15,955 shares; 2024Q4: 21,418 shares; 2025Q1: 27,020 shares; 2025Q2: 27,020 shares; 2025Q3: 32,192 shares; 2025Q4: 47,698 shares 47,698 $798K 0.02% +15,506 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: 4,900 shares; 2024Q4: 4,800 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,800 shares; 2025Q4: 6,996 shares 6,996 $771K 0.02% +2,196 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: 6,622 shares; 2025Q3: 6,758 shares; 2025Q4: 6,719 shares 6,719 $765K 0.02% -39 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: 1,574 shares; 2024Q4: 1,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 4,915 shares 4,915 $758K 0.02% +3,627 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: 4,553 shares; 2024Q4: 4,492 shares; 2025Q1: 4,505 shares; 2025Q2: 5,806 shares; 2025Q3: 9,160 shares; 2025Q4: 13,530 shares 13,530 $741K 0.02% +4,370 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,809 shares; 2024Q4: 71,243 shares; 2025Q1: 75,541 shares; 2025Q2: 70,971 shares; 2025Q3: 64,264 shares; 2025Q4: 59,344 shares 59,344 $739K 0.02% -4,920 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,500 shares 36,500 $738K 0.02% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 31,639 shares; 2025Q3: 34,296 shares; 2025Q4: 30,871 shares 30,871 $738K 0.02% -3,425 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,892 shares; 2025Q4: 1,891 shares 1,891 $736K 0.02% -1 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: 2,532 shares; 2024Q4: 2,773 shares; 2025Q1: 4,137 shares; 2025Q2: 3,982 shares; 2025Q3: 1,048 shares; 2025Q4: 1,430 shares 1,430 $730K 0.02% +382 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: 2,169 shares; 2025Q3: 2,160 shares; 2025Q4: 2,166 shares 2,166 $729K 0.02% +6 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 26,772 shares; 2025Q1: 20,114 shares; 2025Q2: 16,370 shares; 2025Q3: 24,800 shares; 2025Q4: 28,254 shares 28,254 $723K 0.02% +3,454 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,936 shares; 2025Q4: 13,098 shares 13,098 $715K 0.02% -4,838 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: 11,435 shares; 2024Q4: 11,861 shares; 2025Q1: 8,129 shares; 2025Q2: 8,105 shares; 2025Q3: 8,106 shares; 2025Q4: 8,475 shares 8,475 $702K 0.02% +369 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 6,411 shares; 2025Q2: 8,911 shares; 2025Q3: 10,829 shares; 2025Q4: 12,904 shares 12,904 $690K 0.02% +2,075 Timeline SEPM 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: not reported; 2025Q3: 21,785 shares; 2025Q4: 21,207 shares 21,207 $675K 0.02% -578 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,650 shares; 2024Q4: 23,525 shares; 2025Q1: 21,825 shares; 2025Q2: 20,825 shares; 2025Q3: 19,425 shares; 2025Q4: 21,425 shares 21,425 $674K 0.02% +2,000 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $663K 0.02% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 23,515 shares; 2025Q4: 12,735 shares 12,735 $653K 0.02% -10,780 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,616 shares; 2025Q2: 4,647 shares; 2025Q3: 4,680 shares; 2025Q4: 4,587 shares 4,587 $646K 0.02% -93 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,204 shares; 2025Q1: 2,705 shares; 2025Q2: 2,367 shares; 2025Q3: 4,255 shares; 2025Q4: 3,846 shares 3,846 $622K 0.02% -409 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,102 shares; 2025Q2: 4,176 shares; 2025Q3: 4,264 shares; 2025Q4: 4,381 shares 4,381 $620K 0.02% +117 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP 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: 19,763 shares 19,763 $611K 0.02% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 32,250 shares; 2025Q3: 32,250 shares; 2025Q4: 32,250 shares 32,250 $607K 0.02% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,815 shares; 2024Q4: 17,897 shares; 2025Q1: 16,475 shares; 2025Q2: 17,401 shares; 2025Q3: 15,276 shares; 2025Q4: 16,017 shares 16,017 $607K 0.02% +741 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 2,913 shares; 2025Q1: 4,351 shares; 2025Q2: 4,855 shares; 2025Q3: 6,275 shares; 2025Q4: 3,806 shares 3,806 $607K 0.02% -2,469 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,010 shares 25,010 $603K 0.02% new 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: 2,179 shares 2,179 $600K 0.02% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $599K 0.02% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,082 shares 12,082 $591K 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,887 shares; 2024Q4: 55,107 shares; 2025Q1: 13,027 shares; 2025Q2: 13,064 shares; 2025Q3: 13,709 shares; 2025Q4: 6,859 shares 6,859 $587K 0.02% -6,850 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: 1,980 shares; 2024Q4: 1,699 shares; 2025Q1: 2,275 shares; 2025Q2: 2,165 shares; 2025Q3: 1,653 shares; 2025Q4: 1,244 shares 1,244 $579K 0.02% -409 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,948 shares; 2025Q4: 3,548 shares 3,548 $575K 0.02% +600 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,778 shares; 2024Q4: 17,803 shares; 2025Q1: 17,803 shares; 2025Q2: 17,802 shares; 2025Q3: 17,802 shares; 2025Q4: 24,778 shares 24,778 $574K 0.02% +6,976 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,210 shares 1,210 $568K 0.02% new 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: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 3,835 shares; 2025Q4: 1,677 shares 1,677 $562K 0.02% -2,158 Timeline OCTM 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: not reported; 2025Q3: not reported; 2025Q4: 16,533 shares 16,533 $540K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 5,757 shares; 2025Q3: 5,796 shares; 2025Q4: 5,900 shares 5,900 $538K 0.01% +104 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 6,225 shares 6,225 $520K 0.01% +425 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 96 shares 96 $514K 0.01% -66 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: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,426 shares; 2025Q2: 1,366 shares; 2025Q3: 1,556 shares; 2025Q4: 2,253 shares 2,253 $503K 0.01% +697 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 8,631 shares; 2025Q1: 8,631 shares; 2025Q2: 8,631 shares; 2025Q3: 8,631 shares; 2025Q4: 8,632 shares 8,632 $500K 0.01% +1 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,407 shares; 2025Q1: 1,264 shares; 2025Q2: 1,276 shares; 2025Q3: 1,269 shares; 2025Q4: 1,264 shares 1,264 $498K 0.01% -5 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 7,815 shares; 2025Q2: 7,885 shares; 2025Q3: 9,170 shares; 2025Q4: 7,378 shares 7,378 $496K 0.01% -1,792 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: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,147 shares; 2025Q2: 3,152 shares; 2025Q3: 3,148 shares; 2025Q4: 2,249 shares 2,249 $494K 0.01% -899 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares 3,009 $487K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 35,915 shares 35,915 $487K 0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,546 shares; 2024Q4: 15,509 shares; 2025Q1: 17,128 shares; 2025Q2: 17,072 shares; 2025Q3: 17,046 shares; 2025Q4: 16,341 shares 16,341 $487K 0.01% -705 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,560 shares; 2025Q1: 2,213 shares; 2025Q2: 2,362 shares; 2025Q3: 2,650 shares; 2025Q4: 3,115 shares 3,115 $483K 0.01% +465 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: 703 shares; 2024Q4: 656 shares; 2025Q1: 587 shares; 2025Q2: 551 shares; 2025Q3: 570 shares; 2025Q4: 594 shares 594 $481K 0.01% +24 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 5,131 shares; 2025Q1: 5,500 shares; 2025Q2: 5,443 shares; 2025Q3: 5,409 shares; 2025Q4: 5,058 shares 5,058 $479K 0.01% -351 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,705 shares; 2025Q4: 10,223 shares 10,223 $476K 0.01% +3,518 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 3,224 shares; 2025Q1: 3,643 shares; 2025Q2: 2,956 shares; 2025Q3: 2,454 shares; 2025Q4: 2,925 shares 2,925 $476K 0.01% +471 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: 17,349 shares; 2024Q4: 16,823 shares; 2025Q1: 15,973 shares; 2025Q2: 14,919 shares; 2025Q3: 16,019 shares; 2025Q4: 15,862 shares 15,862 $474K 0.01% -157 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: 4,881 shares; 2024Q4: 5,145 shares; 2025Q1: 3,725 shares; 2025Q2: 4,007 shares; 2025Q3: 4,464 shares; 2025Q4: 4,468 shares 4,468 $469K 0.01% +4 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,163 shares; 2024Q4: 5,253 shares; 2025Q1: 5,109 shares; 2025Q2: 4,071 shares; 2025Q3: 4,071 shares; 2025Q4: 3,983 shares 3,983 $469K 0.01% -88 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: 22,530 shares; 2024Q4: 20,921 shares; 2025Q1: 21,378 shares; 2025Q2: 21,272 shares; 2025Q3: 19,632 shares; 2025Q4: 19,544 shares 19,544 $450K 0.01% -88 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: 296,769 shares; 2024Q4: 277,327 shares; 2025Q1: 4,595 shares; 2025Q2: 4,568 shares; 2025Q3: 4,568 shares; 2025Q4: 4,376 shares 4,376 $449K 0.01% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,377 shares 1,377 $446K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,940 shares; 2025Q1: 1,816 shares; 2025Q2: 1,791 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares 1,790 $441K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,185 shares; 2025Q1: 6,182 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,155 shares 6,155 $440K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,079 shares; 2025Q4: 4,602 shares 4,602 $439K 0.01% -2,477 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 6,957 shares; 2025Q1: 7,290 shares; 2025Q2: 7,277 shares; 2025Q3: 7,352 shares; 2025Q4: 4,011 shares 4,011 $438K 0.01% -3,341 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: 1,249 shares 1,249 $438K 0.01% +33 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,307 shares 4,307 $429K 0.01% new Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares; 2025Q3: 4,243 shares; 2025Q4: 4,119 shares 4,119 $426K 0.01% -124 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: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 5,524 shares; 2025Q4: 5,910 shares 5,910 $422K 0.01% +386 Timeline FEBM 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: not reported; 2025Q3: 14,748 shares; 2025Q4: 13,888 shares 13,888 $422K 0.01% -860 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: 2,033 shares; 2025Q3: 2,049 shares; 2025Q4: 2,111 shares 2,111 $422K 0.01% +62 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 6,035 shares; 2025Q1: 6,049 shares; 2025Q2: 6,049 shares; 2025Q3: 6,124 shares; 2025Q4: 6,124 shares 6,124 $419K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,721 shares; 2024Q4: 27,047 shares; 2025Q1: 9,317 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,718 shares 5,718 $415K 0.01% +718 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: 6,711 shares; 2024Q4: 6,711 shares; 2025Q1: 6,711 shares; 2025Q2: 6,711 shares; 2025Q3: 6,711 shares; 2025Q4: 7,719 shares 7,719 $415K 0.01% +1,008 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,937 shares; 2024Q4: 15,302 shares; 2025Q1: 8,221 shares; 2025Q2: 8,822 shares; 2025Q3: 8,532 shares; 2025Q4: 8,450 shares 8,450 $414K 0.01% -82 Timeline EMPB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,491 shares; 2025Q4: 14,091 shares 14,091 $406K 0.01% +1,600 Timeline SPTI 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: 15,216 shares; 2024Q4: 13,074 shares; 2025Q1: 13,949 shares; 2025Q2: 13,820 shares; 2025Q3: 14,162 shares; 2025Q4: 14,052 shares 14,052 $405K 0.01% -110 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 937 shares; 2025Q1: 974 shares; 2025Q2: 923 shares; 2025Q3: 310 shares; 2025Q4: 296 shares 296 $394K 0.01% -14 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,063 shares 3,063 $390K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,117 shares; 2025Q3: 2,116 shares; 2025Q4: 2,164 shares 2,164 $390K 0.01% +48 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares 3,524 $389K 0.01% 0 Timeline DECM 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: not reported; 2025Q3: not reported; 2025Q4: 11,483 shares 11,483 $377K 0.01% new Timeline FEZ 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: 4,584 shares; 2024Q4: 4,584 shares; 2025Q1: 4,584 shares; 2025Q2: 4,584 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares 5,730 $369K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 4,517 shares; 2025Q4: 6,477 shares 6,477 $368K 0.01% +1,960 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 6,332 shares; 2025Q1: 5,612 shares; 2025Q2: 5,291 shares; 2025Q3: 5,467 shares; 2025Q4: 5,337 shares 5,337 $365K 0.01% -130 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 19,482 shares; 2025Q1: 21,671 shares; 2025Q2: 21,714 shares; 2025Q3: 21,587 shares; 2025Q4: 20,460 shares 20,460 $365K 0.01% -1,127 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,547 shares; 2025Q3: 8,752 shares; 2025Q4: 8,722 shares 8,722 $363K 0.01% -30 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 2,372 shares 2,372 $360K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,764 shares 1,764 $358K 0.01% +39 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,141 shares 3,141 $355K 0.01% new Timeline TRUT 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: 13,378 shares 13,378 $354K 0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares 5,954 $353K 0.01% 0 Timeline AUGM 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: not reported; 2025Q3: 10,363 shares; 2025Q4: 10,323 shares 10,323 $351K 0.01% -40 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,263 shares; 2025Q1: 18,902 shares; 2025Q2: 24,822 shares; 2025Q3: 1,722 shares; 2025Q4: 1,600 shares 1,600 $351K 0.01% -122 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 6,690 shares; 2025Q1: 6,600 shares; 2025Q2: 6,637 shares; 2025Q3: 6,637 shares; 2025Q4: 6,636 shares 6,636 $351K 0.01% -1 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,060 shares; 2024Q4: 8,028 shares; 2025Q1: 7,401 shares; 2025Q2: 7,124 shares; 2025Q3: 7,165 shares; 2025Q4: 7,496 shares 7,496 $348K 0.01% +331 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,769 shares; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 8,238 shares; 2025Q4: 9,418 shares 9,418 $344K 0.01% +1,180 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,015 shares; 2025Q4: 1,739 shares 1,739 $343K 0.01% +724 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,333 shares; 2025Q4: 8,432 shares 8,432 $340K 0.01% +99 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 8,152 shares; 2025Q1: 7,915 shares; 2025Q2: 6,656 shares; 2025Q3: 6,656 shares; 2025Q4: 6,656 shares 6,656 $338K 0.01% 0 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,433 shares; 2025Q4: 12,433 shares 12,433 $335K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 565 shares; 2025Q2: 498 shares; 2025Q3: 699 shares; 2025Q4: 736 shares 736 $334K 0.01% +37 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,468 shares; 2025Q1: 2,918 shares; 2025Q2: 2,917 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares 2,918 $332K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,192 shares 7,192 $330K 0.01% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,898 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 7,158 shares; 2025Q4: 7,143 shares 7,143 $326K 0.01% -15 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,069 shares; 2024Q4: 14,069 shares; 2025Q1: 14,069 shares; 2025Q2: 14,069 shares; 2025Q3: 14,069 shares; 2025Q4: 14,069 shares 14,069 $324K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,807 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 7,891 shares; 2025Q4: 5,541 shares 5,541 $323K 0.01% -2,350 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,189 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 892 shares 892 $321K 0.01% -272 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 931 shares 931 $319K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,439 shares; 2025Q1: 16,827 shares; 2025Q2: 16,956 shares; 2025Q3: 12,288 shares; 2025Q4: 10,448 shares 10,448 $319K 0.01% -1,840 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 11,859 shares; 2025Q1: 11,895 shares; 2025Q2: 11,930 shares; 2025Q3: 11,965 shares; 2025Q4: 12,003 shares 12,003 $315K 0.01% +38 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,637 shares; 2025Q1: 2,958 shares; 2025Q2: 2,329 shares; 2025Q3: 2,394 shares; 2025Q4: 2,358 shares 2,358 $315K 0.01% -36 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: 750 shares; 2025Q4: 750 shares 750 $315K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares 745 $314K 0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 3,368 shares; 2025Q4: 3,368 shares 3,368 $314K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,262 shares; 2025Q4: 5,372 shares 5,372 $310K 0.01% +1,110 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,227 shares; 2025Q4: 3,631 shares 3,631 $304K 0.01% +404 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: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,355 shares; 2025Q3: 5,355 shares; 2025Q4: 5,729 shares 5,729 $303K 0.01% +374 Timeline TXS TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,450 shares; 2025Q1: 8,450 shares; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,450 shares 8,450 $300K 0.01% 0 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM 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: 66,667 shares; 2025Q2: 66,667 shares; 2025Q3: 66,667 shares; 2025Q4: 66,667 shares 66,667 $298K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,534 shares; 2025Q1: 3,491 shares; 2025Q2: 3,476 shares; 2025Q3: 3,408 shares; 2025Q4: 3,408 shares 3,408 $298K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 850 shares; 2025Q1: 794 shares; 2025Q2: 735 shares; 2025Q3: 779 shares; 2025Q4: 758 shares 758 $296K 0.01% -21 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares 4,600 $296K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 586 shares; 2025Q4: 361 shares 361 $296K 0.01% -225 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 3,983 shares; 2025Q1: 3,523 shares; 2025Q2: 3,285 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares 3,382 $292K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,836 shares 1,836 $282K 0.01% -14 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,308 shares; 2024Q4: 14,652 shares; 2025Q1: 14,804 shares; 2025Q2: 17,009 shares; 2025Q3: 15,939 shares; 2025Q4: 17,451 shares 17,451 $281K 0.01% +1,512 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: 1,419 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $281K 0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares 1,345 $277K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,490 shares; 2025Q4: 2,858 shares 2,858 $275K 0.01% +368 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,630 shares; 2024Q4: 11,834 shares; 2025Q1: 11,718 shares; 2025Q2: 13,188 shares; 2025Q3: 10,756 shares; 2025Q4: 11,750 shares 11,750 $273K 0.01% +994 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: 749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 943 shares 943 $271K 0.01% -67 Timeline SHYG 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: 6,792 shares; 2025Q3: 5,063 shares; 2025Q4: 6,233 shares 6,233 $267K 0.01% +1,170 Timeline VTWG 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares 1,132 $267K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,336 shares 21,336 $265K 0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,932 shares; 2025Q3: 2,093 shares; 2025Q4: 2,094 shares 2,094 $265K 0.01% +1 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,595 shares; 2025Q3: 3,657 shares; 2025Q4: 3,637 shares 3,637 $264K 0.01% -20 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares 1,554 $262K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,325 shares 6,325 $260K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares 1,234 $258K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,717 shares; 2025Q2: 9,629 shares; 2025Q3: 9,154 shares; 2025Q4: 8,305 shares 8,305 $257K 0.01% -849 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,885 shares 1,885 $256K 0.01% +35 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 1,976 shares; 2025Q4: 2,291 shares 2,291 $256K 0.01% +315 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 16,658 shares; 2025Q2: 20,779 shares; 2025Q3: 24,269 shares; 2025Q4: 24,142 shares 24,142 $255K 0.01% -127 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,776 shares; 2025Q1: 4,876 shares; 2025Q2: 3,073 shares; 2025Q3: 2,973 shares; 2025Q4: 2,983 shares 2,983 $253K 0.01% +10 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 2,020 shares 2,020 $250K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,143 shares 3,143 $250K 0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,785 shares 1,785 $248K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares 1,267 $246K 0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,105 shares 5,105 $246K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares 2,160 $238K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares 1,827 $236K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,295 shares; 2025Q3: 8,566 shares; 2025Q4: 8,605 shares 8,605 $234K 0.01% +39 Timeline JANM 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: not reported; 2025Q3: 7,495 shares; 2025Q4: 7,043 shares 7,043 $232K 0.01% -452 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,878 shares; 2025Q3: 5,928 shares; 2025Q4: 6,217 shares 6,217 $231K 0.01% +289 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,065 shares; 2025Q4: 3,500 shares 3,500 $231K 0.01% +435 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares 681 $230K 0.01% new Timeline EQT EQT CORP More: the full row for EQT 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: 6,267 shares; 2025Q4: 4,184 shares 4,184 $224K 0.01% -2,083 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,367 shares 1,367 $224K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,157 shares 2,157 $224K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,335 shares 1,335 $222K 0.01% new Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 10,612 shares; 2025Q1: 10,612 shares; 2025Q2: 10,612 shares; 2025Q3: 10,612 shares; 2025Q4: 10,612 shares 10,612 $220K 0.01% 0 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: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,935 shares; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares 4,935 $219K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 932 shares 932 $219K 0.01% new Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest 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: 10,861 shares; 2025Q4: 10,861 shares 10,861 $217K 0.01% 0 Timeline DFAT 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: 3,640 shares 3,640 $217K 0.01% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 1,900 shares 1,900 $216K 0.01% -300 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,289 shares; 2025Q4: 3,404 shares 3,404 $216K 0.01% +115 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: 1,474 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 2,286 shares; 2025Q3: 1,472 shares; 2025Q4: 680 shares 680 $212K 0.01% -792 Timeline EZU 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: 4,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares 3,260 $209K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 761 shares 761 $206K 0.01% new 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: 928 shares; 2024Q4: 937 shares; 2025Q1: 995 shares; 2025Q2: 999 shares; 2025Q3: 1,366 shares; 2025Q4: 902 shares 902 $205K 0.01% -464 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,540 shares 8,540 $204K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,807 shares; 2025Q1: 4,652 shares; 2025Q2: 4,151 shares; 2025Q3: 3,817 shares; 2025Q4: 1,740 shares 1,740 $204K 0.01% -2,077 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,585 shares 1,585 $202K 0.01% new 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: 908 shares; 2025Q4: 1,686 shares 1,686 $201K 0.01% +778 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $200K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,253 shares 11,253 $197K 0.01% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,952 shares 16,952 $194K 0.01% new Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,669 shares; 2025Q3: 15,919 shares; 2025Q4: 17,566 shares 17,566 $194K 0.01% +1,647 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $190K 0.01% 0 Timeline TIL INSTIL BIO INC More: the full row for INSTIL BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,926 shares; 2025Q3: 10,676 shares; 2025Q4: 16,176 shares 16,176 $178K <0.01% +5,500 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,999 shares; 2024Q4: 15,999 shares; 2025Q1: 15,999 shares; 2025Q2: 15,999 shares; 2025Q3: 15,999 shares; 2025Q4: 15,999 shares 15,999 $176K <0.01% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,982 shares 11,982 $174K <0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,895 shares 10,895 $161K <0.01% new Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567,498 shares; 2024Q4: 1,570,684 shares; 2025Q1: 1,151,291 shares; 2025Q2: 839,962 shares; 2025Q3: 573,111 shares; 2025Q4: 12,751 shares 12,751 $139K <0.01% -560,360 GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,129 shares; 2025Q2: 14,129 shares; 2025Q3: 12,035 shares; 2025Q4: 11,988 shares 11,988 $132K <0.01% -47 Timeline LUXE LUXEXPERIENCE BV More: the full row for LUXEXPERIENCE BV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,105 shares; 2025Q4: 15,256 shares 15,256 $127K <0.01% +2,151 Timeline RFL RAFAEL HLDGS INC More: the full row for RAFAEL 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: 43,793 shares; 2025Q3: 43,793 shares; 2025Q4: 43,793 shares 43,793 $51.7K <0.01% 0 Timeline CLEARSIGN TECHNOLOGIES CORP CLEARSIGN TECHNOLOGIES CORP More: the full row for CLEARSIGN TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 55,000 shares 55,000 $30.6K <0.01% +25,000 LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,427 shares; 2025Q1: 26,427 shares; 2025Q2: 26,427 shares; 2025Q3: 26,427 shares; 2025Q4: 26,427 shares 26,427 $28.8K <0.01% 0 Timeline RNTX REIN THERAPEUTICS INC More: the full row for REIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,102 shares; 2025Q2: 17,302 shares; 2025Q3: 17,302 shares; 2025Q4: 17,302 shares 17,302 $20.1K <0.01% 0 Timeline