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: 492,603 shares; 2024Q4: 518,675 shares; 2025Q1: 534,450 shares; 2025Q2: 575,440 shares; 2025Q3: 578,678 shares; 2025Q4: 589,456 shares 589,456 $243M 13.42% +10,778 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: 1,170,198 shares; 2024Q4: 1,221,872 shares; 2025Q1: 1,286,338 shares; 2025Q2: 1,324,258 shares; 2025Q3: 1,353,628 shares; 2025Q4: 1,428,931 shares 1,428,931 $202M 11.11% +75,303 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: 1,730,993 shares; 2024Q4: 1,785,267 shares; 2025Q1: 1,917,743 shares; 2025Q2: 1,782,982 shares; 2025Q3: 1,886,026 shares; 2025Q4: 2,072,630 shares 2,072,630 $118M 6.49% +186,604 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071,121 shares; 2024Q4: 1,106,000 shares; 2025Q1: 1,177,329 shares; 2025Q2: 1,242,288 shares; 2025Q3: 1,286,740 shares; 2025Q4: 1,392,855 shares 1,392,855 $105M 5.79% +106,115 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: 137,706 shares; 2024Q4: 139,483 shares; 2025Q1: 143,042 shares; 2025Q2: 138,473 shares; 2025Q3: 139,526 shares; 2025Q4: 162,688 shares 162,688 $102M 5.63% +23,162 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,160 shares; 2024Q4: 1,999,984 shares; 2025Q1: 2,665,995 shares; 2025Q2: 2,087,707 shares; 2025Q3: 2,179,648 shares; 2025Q4: 2,336,825 shares 2,336,825 $76.2M 4.2% +157,177 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: 584,123 shares; 2024Q4: 423,985 shares; 2025Q1: 216,609 shares; 2025Q2: 581,118 shares; 2025Q3: 666,498 shares; 2025Q4: 702,947 shares 702,947 $75.3M 4.15% +36,449 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: 392,004 shares; 2024Q4: 416,907 shares; 2025Q1: 444,409 shares; 2025Q2: 657,746 shares; 2025Q3: 698,721 shares; 2025Q4: 737,382 shares 737,382 $61.7M 3.4% +38,661 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: 181,350 shares; 2024Q4: 185,197 shares; 2025Q1: 182,904 shares; 2025Q2: 268,039 shares; 2025Q3: 266,325 shares; 2025Q4: 254,131 shares 254,131 $48.5M 2.68% -12,194 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,578 shares; 2024Q4: 78,110 shares; 2025Q1: 77,509 shares; 2025Q2: 84,921 shares; 2025Q3: 89,128 shares; 2025Q4: 98,172 shares 98,172 $47.5M 2.62% +9,044 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: 127,059 shares; 2024Q4: 129,862 shares; 2025Q1: 133,146 shares; 2025Q2: 139,836 shares; 2025Q3: 148,598 shares; 2025Q4: 167,839 shares 167,839 $45.6M 2.52% +19,241 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: 43,722 shares; 2024Q4: 43,932 shares; 2025Q1: 43,922 shares; 2025Q2: 43,645 shares; 2025Q3: 46,529 shares; 2025Q4: 55,213 shares 55,213 $37.7M 2.08% +8,684 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: 87,992 shares; 2024Q4: 93,199 shares; 2025Q1: 100,627 shares; 2025Q2: 114,507 shares; 2025Q3: 140,212 shares; 2025Q4: 148,929 shares 148,929 $27.8M 1.53% +8,717 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: 251,638 shares; 2024Q4: 265,186 shares; 2025Q1: 280,927 shares; 2025Q2: 294,091 shares; 2025Q3: 307,757 shares; 2025Q4: 326,745 shares 326,745 $26.4M 1.45% +18,988 Timeline SJNK 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: 730,346 shares; 2024Q4: 753,380 shares; 2025Q1: 775,866 shares; 2025Q2: 781,264 shares; 2025Q3: 905,152 shares; 2025Q4: 1,017,170 shares 1,017,170 $25.8M 1.42% +112,018 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,362 shares; 2024Q4: 117,417 shares; 2025Q1: 112,892 shares; 2025Q2: 119,304 shares; 2025Q3: 119,030 shares; 2025Q4: 122,386 shares 122,386 $22.7M 1.25% +3,356 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: 44,478 shares; 2024Q4: 44,589 shares; 2025Q1: 44,511 shares; 2025Q2: 54,635 shares; 2025Q3: 54,594 shares; 2025Q4: 56,306 shares 56,306 $18.9M 1.04% +1,712 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: 46,882 shares; 2024Q4: 50,046 shares; 2025Q1: 50,113 shares; 2025Q2: 56,878 shares; 2025Q3: 68,796 shares; 2025Q4: 79,781 shares 79,781 $18.4M 1.02% +10,985 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,712 shares; 2025Q1: 5,712 shares; 2025Q2: 7,959 shares; 2025Q3: 7,909 shares; 2025Q4: 123,124 shares 123,124 $17.7M 0.97% +115,215 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,108 shares; 2024Q4: 192,733 shares; 2025Q1: 191,876 shares; 2025Q2: 188,232 shares; 2025Q3: 182,862 shares; 2025Q4: 182,485 shares 182,485 $15.4M 0.85% -377 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: 34,599 shares; 2024Q4: 39,800 shares; 2025Q1: 39,884 shares; 2025Q2: 40,892 shares; 2025Q3: 41,222 shares; 2025Q4: 48,750 shares 48,750 $15.3M 0.84% +7,528 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: 28,795 shares; 2024Q4: 31,893 shares; 2025Q1: 31,996 shares; 2025Q2: 34,767 shares; 2025Q3: 39,196 shares; 2025Q4: 48,658 shares 48,658 $15.2M 0.84% +9,462 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: 12,586 shares; 2024Q4: 15,264 shares; 2025Q1: 15,712 shares; 2025Q2: 19,329 shares; 2025Q3: 20,183 shares; 2025Q4: 39,277 shares 39,277 $13.6M 0.75% +19,094 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,759 shares; 2024Q4: 19,674 shares; 2025Q1: 19,841 shares; 2025Q2: 26,507 shares; 2025Q3: 26,227 shares; 2025Q4: 25,935 shares 25,935 $12.7M 0.7% -292 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: 10,672 shares; 2024Q4: 13,791 shares; 2025Q1: 13,429 shares; 2025Q2: 13,083 shares; 2025Q3: 22,080 shares; 2025Q4: 22,407 shares 22,407 $11.3M 0.62% +327 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: 14,739 shares; 2024Q4: 17,940 shares; 2025Q1: 17,987 shares; 2025Q2: 17,854 shares; 2025Q3: 28,747 shares; 2025Q4: 33,940 shares 33,940 $10.9M 0.6% +5,193 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: 46,939 shares; 2024Q4: 57,160 shares; 2025Q1: 66,293 shares; 2025Q2: 66,354 shares; 2025Q3: 68,360 shares; 2025Q4: 109,626 shares 109,626 $9.08M 0.5% +41,266 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: 14,864 shares; 2024Q4: 15,928 shares; 2025Q1: 16,128 shares; 2025Q2: 18,239 shares; 2025Q3: 23,915 shares; 2025Q4: 25,793 shares 25,793 $9.05M 0.5% +1,878 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: 8,918 shares; 2024Q4: 9,687 shares; 2025Q1: 9,840 shares; 2025Q2: 10,431 shares; 2025Q3: 10,412 shares; 2025Q4: 10,141 shares 10,141 $8.74M 0.48% -271 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,589 shares; 2024Q4: 311,759 shares; 2025Q1: 316,317 shares; 2025Q2: 310,467 shares; 2025Q3: 360,967 shares; 2025Q4: 409,980 shares 409,980 $8.61M 0.47% +49,013 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: 8,834 shares; 2024Q4: 9,339 shares; 2025Q1: 9,501 shares; 2025Q2: 9,615 shares; 2025Q3: 12,266 shares; 2025Q4: 12,998 shares 12,998 $8.58M 0.47% +732 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: 194,925 shares; 2024Q4: 200,124 shares; 2025Q1: 204,664 shares; 2025Q2: 206,216 shares; 2025Q3: 234,899 shares; 2025Q4: 262,543 shares 262,543 $8.13M 0.45% +27,644 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: 4,804 shares; 2024Q4: 4,757 shares; 2025Q1: 5,126 shares; 2025Q2: 5,714 shares; 2025Q3: 5,471 shares; 2025Q4: 6,726 shares 6,726 $7.23M 0.4% +1,255 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,000 shares 182,000 $7.18M 0.4% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,957 shares; 2025Q3: 9,149 shares; 2025Q4: 69,572 shares 69,572 $6.68M 0.37% +60,423 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,415 shares; 2024Q4: 44,698 shares; 2025Q1: 48,263 shares; 2025Q2: 43,607 shares; 2025Q3: 48,793 shares; 2025Q4: 65,406 shares 65,406 $6.65M 0.37% +16,613 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: 8,794 shares; 2024Q4: 9,399 shares; 2025Q1: 9,145 shares; 2025Q2: 10,503 shares; 2025Q3: 10,737 shares; 2025Q4: 11,561 shares 11,561 $5.2M 0.29% +824 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,244 shares; 2025Q3: 83,991 shares; 2025Q4: 81,243 shares 81,243 $5.08M 0.28% -2,748 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: 3,876 shares; 2024Q4: 4,259 shares; 2025Q1: 4,212 shares; 2025Q2: 5,541 shares; 2025Q3: 13,812 shares; 2025Q4: 16,520 shares 16,520 $5.03M 0.28% +2,708 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: 12,116 shares; 2024Q4: 12,350 shares; 2025Q1: 12,255 shares; 2025Q2: 12,596 shares; 2025Q3: 12,672 shares; 2025Q4: 13,553 shares 13,553 $4.66M 0.26% +881 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: 13,067 shares; 2024Q4: 14,268 shares; 2025Q1: 14,917 shares; 2025Q2: 14,438 shares; 2025Q3: 14,886 shares; 2025Q4: 20,363 shares 20,363 $4.65M 0.26% +5,477 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: 14,865 shares; 2024Q4: 44,469 shares; 2025Q1: 44,639 shares; 2025Q2: 45,517 shares; 2025Q3: 45,627 shares; 2025Q4: 48,567 shares 48,567 $4.53M 0.25% +2,940 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: 6,150 shares; 2024Q4: 6,282 shares; 2025Q1: 6,304 shares; 2025Q2: 6,981 shares; 2025Q3: 6,905 shares; 2025Q4: 7,852 shares 7,852 $4.48M 0.25% +947 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,001 shares; 2025Q1: 37,499 shares; 2025Q2: 37,673 shares; 2025Q3: 37,737 shares; 2025Q4: 30,102 shares 30,102 $4.41M 0.24% -7,635 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,400 shares; 2024Q4: 25,051 shares; 2025Q1: 28,274 shares; 2025Q2: 51,101 shares; 2025Q3: 45,034 shares; 2025Q4: 38,115 shares 38,115 $4.07M 0.22% -6,919 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 4,167 shares; 2025Q1: 4,167 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 44,000 shares 44,000 $3.96M 0.22% +41,398 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: 15,837 shares; 2024Q4: 16,166 shares; 2025Q1: 16,393 shares; 2025Q2: 15,076 shares; 2025Q3: 15,821 shares; 2025Q4: 18,991 shares 18,991 $3.93M 0.22% +3,170 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: 12,131 shares; 2024Q4: 12,178 shares; 2025Q1: 12,186 shares; 2025Q2: 12,227 shares; 2025Q3: 12,255 shares; 2025Q4: 12,106 shares 12,106 $3.92M 0.22% -149 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.21% 0 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: 1,781 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 24,583 shares; 2025Q3: 35,125 shares; 2025Q4: 68,327 shares 68,327 $3.67M 0.2% +33,202 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: 31,242 shares; 2024Q4: 34,865 shares; 2025Q1: 32,835 shares; 2025Q2: 30,932 shares; 2025Q3: 33,347 shares; 2025Q4: 34,445 shares 34,445 $3.66M 0.2% +1,098 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,280 shares; 2025Q1: 3,352 shares; 2025Q2: 3,672 shares; 2025Q3: 11,482 shares; 2025Q4: 11,722 shares 11,722 $3.62M 0.2% +240 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: 23,478 shares; 2024Q4: 29,842 shares; 2025Q1: 30,241 shares; 2025Q2: 26,196 shares; 2025Q3: 22,949 shares; 2025Q4: 28,776 shares 28,776 $3.46M 0.19% +5,827 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: 8,719 shares; 2024Q4: 8,924 shares; 2025Q1: 9,026 shares; 2025Q2: 9,666 shares; 2025Q3: 9,817 shares; 2025Q4: 7,062 shares 7,062 $3.34M 0.18% -2,755 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 8,108 shares; 2025Q1: 8,085 shares; 2025Q2: 9,147 shares; 2025Q3: 8,833 shares; 2025Q4: 16,153 shares 16,153 $3.04M 0.17% +7,320 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: 5,569 shares; 2024Q4: 5,578 shares; 2025Q1: 5,581 shares; 2025Q2: 6,763 shares; 2025Q3: 6,762 shares; 2025Q4: 6,891 shares 6,891 $2.91M 0.16% +129 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: 904 shares; 2024Q4: 2,712 shares; 2025Q1: 5,023 shares; 2025Q2: 100,227 shares; 2025Q3: 100,227 shares; 2025Q4: 108,309 shares 108,309 $2.84M 0.16% +8,082 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: 3,921 shares; 2024Q4: 3,943 shares; 2025Q1: 3,862 shares; 2025Q2: 3,621 shares; 2025Q3: 4,808 shares; 2025Q4: 4,877 shares 4,877 $2.83M 0.16% +69 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: 391 shares; 2024Q4: 443 shares; 2025Q1: 606 shares; 2025Q2: 870 shares; 2025Q3: 4,069 shares; 2025Q4: 4,228 shares 4,228 $2.8M 0.15% +159 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: 14,134 shares; 2024Q4: 14,001 shares; 2025Q1: 14,741 shares; 2025Q2: 12,685 shares; 2025Q3: 14,364 shares; 2025Q4: 18,856 shares 18,856 $2.73M 0.15% +4,492 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: 4,604 shares; 2024Q4: 4,197 shares; 2025Q1: 4,253 shares; 2025Q2: 4,689 shares; 2025Q3: 4,396 shares; 2025Q4: 4,626 shares 4,626 $2.62M 0.14% +230 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: 3,853 shares; 2024Q4: 3,833 shares; 2025Q1: 3,834 shares; 2025Q2: 3,399 shares; 2025Q3: 4,355 shares; 2025Q4: 3,748 shares 3,748 $2.57M 0.14% -607 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,420 shares; 2025Q1: 2,463 shares; 2025Q2: 2,703 shares; 2025Q3: 2,594 shares; 2025Q4: 26,615 shares 26,615 $2.5M 0.14% +24,021 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: 12,215 shares; 2024Q4: 13,949 shares; 2025Q1: 13,747 shares; 2025Q2: 15,763 shares; 2025Q3: 16,090 shares; 2025Q4: 21,799 shares 21,799 $2.43M 0.13% +5,709 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: 25,489 shares; 2024Q4: 39,350 shares; 2025Q1: 39,087 shares; 2025Q2: 40,127 shares; 2025Q3: 40,530 shares; 2025Q4: 43,936 shares 43,936 $2.42M 0.13% +3,406 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: 8,191 shares; 2024Q4: 8,516 shares; 2025Q1: 9,147 shares; 2025Q2: 9,260 shares; 2025Q3: 9,320 shares; 2025Q4: 12,685 shares 12,685 $2.33M 0.13% +3,365 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 53,160 shares; 2025Q2: 70,977 shares; 2025Q3: 70,904 shares; 2025Q4: 70,904 shares 70,904 $2.3M 0.13% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 2,246 shares; 2025Q1: 2,318 shares; 2025Q2: 2,389 shares; 2025Q3: 7,972 shares; 2025Q4: 7,917 shares 7,917 $2.18M 0.12% -55 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: 3,380 shares; 2024Q4: 3,544 shares; 2025Q1: 3,580 shares; 2025Q2: 3,857 shares; 2025Q3: 3,831 shares; 2025Q4: 6,970 shares 6,970 $2.13M 0.12% +3,139 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: 7,068 shares; 2024Q4: 7,107 shares; 2025Q1: 7,141 shares; 2025Q2: 8,565 shares; 2025Q3: 8,731 shares; 2025Q4: 13,520 shares 13,520 $2.08M 0.11% +4,789 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: 26,645 shares; 2024Q4: 26,391 shares; 2025Q1: 26,355 shares; 2025Q2: 29,531 shares; 2025Q3: 28,388 shares; 2025Q4: 26,123 shares 26,123 $2.06M 0.11% -2,265 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: 3,891 shares; 2024Q4: 3,908 shares; 2025Q1: 3,875 shares; 2025Q2: 4,075 shares; 2025Q3: 4,007 shares; 2025Q4: 4,034 shares 4,034 $2.06M 0.11% +27 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: 720 shares; 2025Q1: 710 shares; 2025Q2: 1,247 shares; 2025Q3: 3,071 shares; 2025Q4: 3,148 shares 3,148 $2.06M 0.11% +77 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: 11,600 shares; 2024Q4: 11,743 shares; 2025Q1: 11,819 shares; 2025Q2: 12,679 shares; 2025Q3: 12,774 shares; 2025Q4: 13,203 shares 13,203 $2.04M 0.11% +429 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 19,324 shares; 2025Q1: 19,692 shares; 2025Q2: 19,835 shares; 2025Q3: 19,586 shares; 2025Q4: 26,364 shares 26,364 $2.03M 0.11% +6,778 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: 9,759 shares; 2024Q4: 10,795 shares; 2025Q1: 10,929 shares; 2025Q2: 10,251 shares; 2025Q3: 11,196 shares; 2025Q4: 11,686 shares 11,686 $2M 0.11% +490 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: 7,973 shares; 2024Q4: 9,821 shares; 2025Q1: 10,273 shares; 2025Q2: 9,597 shares; 2025Q3: 10,818 shares; 2025Q4: 13,091 shares 13,091 $2M 0.11% +2,273 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: 6,510 shares; 2024Q4: 6,539 shares; 2025Q1: 6,650 shares; 2025Q2: 6,509 shares; 2025Q3: 6,390 shares; 2025Q4: 8,529 shares 8,529 $1.97M 0.11% +2,139 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,820 shares; 2025Q3: 75,820 shares; 2025Q4: 77,235 shares 77,235 $1.86M 0.1% +1,415 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: 3,755 shares; 2024Q4: 4,525 shares; 2025Q1: 4,542 shares; 2025Q2: 4,672 shares; 2025Q3: 4,773 shares; 2025Q4: 6,461 shares 6,461 $1.84M 0.1% +1,688 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: 20,716 shares; 2024Q4: 71,148 shares; 2025Q1: 71,358 shares; 2025Q2: 67,485 shares; 2025Q3: 67,485 shares; 2025Q4: 67,485 shares 67,485 $1.84M 0.1% 0 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: 8,417 shares; 2024Q4: 5,063 shares; 2025Q1: 6,557 shares; 2025Q2: 8,828 shares; 2025Q3: 21,269 shares; 2025Q4: 21,693 shares 21,693 $1.77M 0.1% +424 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 14,345 shares 14,345 $1.77M 0.1% +5,495 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,813 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares 4,813 $1.64M 0.09% 0 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,479 shares; 2025Q1: 48,546 shares; 2025Q2: 47,688 shares; 2025Q3: 46,774 shares; 2025Q4: 94,634 shares 94,634 $1.62M 0.09% +47,860 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: 9,861 shares; 2024Q4: 9,452 shares; 2025Q1: 9,999 shares; 2025Q2: 10,800 shares; 2025Q3: 10,781 shares; 2025Q4: 12,387 shares 12,387 $1.55M 0.09% +1,606 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: 4,181 shares; 2024Q4: 4,181 shares; 2025Q1: 4,181 shares; 2025Q2: 4,059 shares; 2025Q3: 3,921 shares; 2025Q4: 6,303 shares 6,303 $1.55M 0.09% +2,382 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: 62,989 shares; 2024Q4: 62,989 shares; 2025Q1: 62,989 shares; 2025Q2: 62,989 shares; 2025Q3: 82,539 shares; 2025Q4: 80,894 shares 80,894 $1.55M 0.09% -1,645 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: not reported; 2024Q4: 13,667 shares; 2025Q1: not reported; 2025Q2: 4,774 shares; 2025Q3: 16,217 shares; 2025Q4: 15,398 shares 15,398 $1.55M 0.09% -819 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: 510 shares; 2024Q4: 665 shares; 2025Q1: 615 shares; 2025Q2: 868 shares; 2025Q3: 896 shares; 2025Q4: 1,748 shares 1,748 $1.54M 0.08% +852 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: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 23,058 shares; 2025Q3: 22,382 shares; 2025Q4: 23,087 shares 23,087 $1.52M 0.08% +705 Timeline FRDM 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: 30,072 shares; 2025Q3: 24,727 shares; 2025Q4: 29,522 shares 29,522 $1.51M 0.08% +4,795 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: 13,590 shares; 2024Q4: 12,852 shares; 2025Q1: 12,865 shares; 2025Q2: 13,219 shares; 2025Q3: 13,212 shares; 2025Q4: 13,165 shares 13,165 $1.49M 0.08% -47 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: 79,704 shares; 2024Q4: 80,728 shares; 2025Q1: 109,494 shares; 2025Q2: 110,295 shares; 2025Q3: 111,597 shares; 2025Q4: 112,937 shares 112,937 $1.48M 0.08% +1,340 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,615 shares; 2024Q4: 55,074 shares; 2025Q1: 55,074 shares; 2025Q2: 62,076 shares; 2025Q3: 61,728 shares; 2025Q4: 62,452 shares 62,452 $1.47M 0.08% +724 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: 173,341 shares; 2024Q4: 173,343 shares; 2025Q1: 214,054 shares; 2025Q2: 214,055 shares; 2025Q3: 213,393 shares; 2025Q4: 9,046 shares 9,046 $1.46M 0.08% -204,347 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,984 shares; 2025Q3: 6,564 shares; 2025Q4: 6,932 shares 6,932 $1.46M 0.08% +368 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,875 shares; 2025Q1: 45,679 shares; 2025Q2: 23,650 shares; 2025Q3: 22,450 shares; 2025Q4: 22,530 shares 22,530 $1.43M 0.08% +80 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: 1,055 shares; 2024Q4: 1,077 shares; 2025Q1: 1,118 shares; 2025Q2: 1,206 shares; 2025Q3: 1,231 shares; 2025Q4: 4,468 shares 4,468 $1.42M 0.08% +3,237 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: 6,500 shares; 2025Q1: 6,727 shares; 2025Q2: 6,332 shares; 2025Q3: 6,086 shares; 2025Q4: 8,143 shares 8,143 $1.4M 0.08% +2,057 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: 4,986 shares; 2024Q4: 5,230 shares; 2025Q1: 5,485 shares; 2025Q2: 5,892 shares; 2025Q3: 6,239 shares; 2025Q4: 7,110 shares 7,110 $1.39M 0.08% +871 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: 5,776 shares; 2024Q4: 6,526 shares; 2025Q1: 6,751 shares; 2025Q2: 7,600 shares; 2025Q3: 7,538 shares; 2025Q4: 8,544 shares 8,544 $1.38M 0.08% +1,006 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,341 shares; 2025Q1: 1,371 shares; 2025Q2: 1,745 shares; 2025Q3: 1,710 shares; 2025Q4: 9,012 shares 9,012 $1.38M 0.08% +7,302 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: 3,011 shares; 2024Q4: 3,556 shares; 2025Q1: 3,538 shares; 2025Q2: 3,791 shares; 2025Q3: 3,811 shares; 2025Q4: 4,641 shares 4,641 $1.37M 0.08% +830 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 5,413 shares; 2025Q2: 6,788 shares; 2025Q3: 7,094 shares; 2025Q4: 7,672 shares 7,672 $1.36M 0.08% +578 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 1,598 shares; 2025Q1: 1,584 shares; 2025Q2: 1,940 shares; 2025Q3: 1,942 shares; 2025Q4: 2,197 shares 2,197 $1.35M 0.07% +255 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: 8,836 shares; 2024Q4: 8,826 shares; 2025Q1: 8,827 shares; 2025Q2: 8,572 shares; 2025Q3: 8,563 shares; 2025Q4: 6,127 shares 6,127 $1.35M 0.07% -2,436 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 808 shares; 2025Q1: 857 shares; 2025Q2: 990 shares; 2025Q3: 1,014 shares; 2025Q4: 2,867 shares 2,867 $1.34M 0.07% +1,853 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: 1,037 shares; 2024Q4: 2,238 shares; 2025Q1: 2,082 shares; 2025Q2: 2,086 shares; 2025Q3: 2,096 shares; 2025Q4: 2,615 shares 2,615 $1.33M 0.07% +519 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: 1,935 shares; 2024Q4: 2,040 shares; 2025Q1: 2,273 shares; 2025Q2: 2,907 shares; 2025Q3: 2,955 shares; 2025Q4: 3,606 shares 3,606 $1.33M 0.07% +651 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,229 shares; 2025Q1: 4,117 shares; 2025Q2: 4,626 shares; 2025Q3: 4,282 shares; 2025Q4: 5,776 shares 5,776 $1.32M 0.07% +1,494 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,179 shares; 2025Q1: 4,079 shares; 2025Q2: 4,349 shares; 2025Q3: 4,237 shares; 2025Q4: 5,763 shares 5,763 $1.31M 0.07% +1,526 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: 2,905 shares; 2024Q4: 3,135 shares; 2025Q1: 3,326 shares; 2025Q2: 3,536 shares; 2025Q3: 3,101 shares; 2025Q4: 4,885 shares 4,885 $1.31M 0.07% +1,784 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: 8,604 shares; 2024Q4: 10,026 shares; 2025Q1: 9,833 shares; 2025Q2: 10,257 shares; 2025Q3: 10,485 shares; 2025Q4: 11,402 shares 11,402 $1.31M 0.07% +917 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: 820 shares; 2025Q1: 833 shares; 2025Q2: 860 shares; 2025Q3: 871 shares; 2025Q4: 1,206 shares 1,206 $1.29M 0.07% +335 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 3,523 shares; 2025Q1: 4,291 shares; 2025Q2: 5,093 shares; 2025Q3: 5,155 shares; 2025Q4: 5,984 shares 5,984 $1.28M 0.07% +829 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,838 shares; 2025Q1: 4,128 shares; 2025Q2: 5,363 shares; 2025Q3: 4,880 shares; 2025Q4: 4,710 shares 4,710 $1.25M 0.07% -170 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: 227 shares; 2024Q4: 233 shares; 2025Q1: 214 shares; 2025Q2: 238 shares; 2025Q3: 239 shares; 2025Q4: 233 shares 233 $1.25M 0.07% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,648 shares; 2025Q3: 18,648 shares; 2025Q4: 18,148 shares 18,148 $1.24M 0.07% -500 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,558 shares; 2025Q1: 2,105 shares; 2025Q2: 3,173 shares; 2025Q3: 2,677 shares; 2025Q4: 4,788 shares 4,788 $1.23M 0.07% +2,111 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: 13,719 shares; 2024Q4: 15,275 shares; 2025Q1: 15,257 shares; 2025Q2: 15,119 shares; 2025Q3: 13,960 shares; 2025Q4: 17,202 shares 17,202 $1.2M 0.07% +3,242 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: 6,196 shares; 2024Q4: 6,956 shares; 2025Q1: 6,794 shares; 2025Q2: 6,802 shares; 2025Q3: 5,165 shares; 2025Q4: 8,282 shares 8,282 $1.19M 0.07% +3,117 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: 3,384 shares; 2024Q4: 3,494 shares; 2025Q1: 3,291 shares; 2025Q2: 3,622 shares; 2025Q3: 3,547 shares; 2025Q4: 4,326 shares 4,326 $1.17M 0.06% +779 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 1,547 shares 1,547 $1.17M 0.06% +1,233 Timeline IDEV 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: 13,983 shares; 2024Q4: 13,983 shares; 2025Q1: 13,983 shares; 2025Q2: 13,983 shares; 2025Q3: 14,996 shares; 2025Q4: 13,983 shares 13,983 $1.15M 0.06% -1,013 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: 3,678 shares; 2024Q4: 4,441 shares; 2025Q1: 4,965 shares; 2025Q2: 5,782 shares; 2025Q3: 5,843 shares; 2025Q4: 6,468 shares 6,468 $1.15M 0.06% +625 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: 2,445 shares; 2024Q4: 2,449 shares; 2025Q1: 2,645 shares; 2025Q2: 2,713 shares; 2025Q3: 2,648 shares; 2025Q4: 2,685 shares 2,685 $1.14M 0.06% +37 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 633 shares; 2025Q1: 838 shares; 2025Q2: 6,085 shares; 2025Q3: 9,089 shares; 2025Q4: 12,777 shares 12,777 $1.14M 0.06% +3,688 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 13,414 shares; 2025Q1: 13,577 shares; 2025Q2: 14,983 shares; 2025Q3: 13,287 shares; 2025Q4: 20,755 shares 20,755 $1.12M 0.06% +7,468 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: 3,827 shares; 2024Q4: 4,409 shares; 2025Q1: 6,561 shares; 2025Q2: 7,491 shares; 2025Q3: 7,414 shares; 2025Q4: 8,253 shares 8,253 $1.12M 0.06% +839 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: 3,056 shares; 2024Q4: 3,863 shares; 2025Q1: 3,913 shares; 2025Q2: 5,292 shares; 2025Q3: 5,221 shares; 2025Q4: 4,982 shares 4,982 $1.09M 0.06% -239 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,907 shares; 2025Q1: 4,872 shares; 2025Q2: 4,907 shares; 2025Q3: 4,862 shares; 2025Q4: 5,104 shares 5,104 $1.08M 0.06% +242 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: not reported; 2024Q4: 5,194 shares; 2025Q1: 5,268 shares; 2025Q2: 8,809 shares; 2025Q3: 8,776 shares; 2025Q4: 10,609 shares 10,609 $1.06M 0.06% +1,833 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: 13,000 shares; 2024Q4: 13,113 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $1.06M 0.06% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,647 shares; 2025Q1: 2,522 shares; 2025Q2: 1,083 shares; 2025Q3: 2,670 shares; 2025Q4: 3,172 shares 3,172 $1.05M 0.06% +502 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: 3,671 shares; 2024Q4: 3,454 shares; 2025Q1: 3,409 shares; 2025Q2: 3,485 shares; 2025Q3: 3,494 shares; 2025Q4: 3,707 shares 3,707 $1.02M 0.06% +213 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: 23,950 shares; 2024Q4: 40,850 shares; 2025Q1: 35,861 shares; 2025Q2: 31,083 shares; 2025Q3: 31,083 shares; 2025Q4: 30,983 shares 30,983 $993K 0.05% -100 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: 3,293 shares; 2024Q4: 3,528 shares; 2025Q1: 3,421 shares; 2025Q2: 3,707 shares; 2025Q3: 3,562 shares; 2025Q4: 4,099 shares 4,099 $989K 0.05% +537 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,676 shares; 2025Q1: 1,463 shares; 2025Q2: 1,567 shares; 2025Q3: 1,275 shares; 2025Q4: 1,950 shares 1,950 $943K 0.05% +675 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares; 2025Q4: 13,034 shares 13,034 $940K 0.05% +9,458 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,303 shares; 2025Q1: 2,322 shares; 2025Q2: 2,377 shares; 2025Q3: 2,313 shares; 2025Q4: 2,400 shares 2,400 $923K 0.05% +87 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 1,687 shares; 2025Q1: 1,743 shares; 2025Q2: 2,183 shares; 2025Q3: 2,320 shares; 2025Q4: 2,590 shares 2,590 $906K 0.05% +270 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: 11,405 shares; 2024Q4: 13,005 shares; 2025Q1: 12,705 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares; 2025Q4: 19,929 shares 19,929 $891K 0.05% +10,595 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 8,994 shares; 2025Q1: 9,089 shares; 2025Q2: 8,381 shares; 2025Q3: 8,571 shares; 2025Q4: 9,496 shares 9,496 $889K 0.05% +925 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 17,293 shares 17,293 $885K 0.05% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 6,684 shares; 2025Q3: 7,176 shares; 2025Q4: 7,318 shares 7,318 $879K 0.05% +142 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,640 shares; 2025Q2: 2,140 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares 2,183 $865K 0.05% 0 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: 13,389 shares; 2024Q4: 13,083 shares; 2025Q1: 12,865 shares; 2025Q2: 12,803 shares; 2025Q3: 13,021 shares; 2025Q4: 13,272 shares 13,272 $851K 0.05% +251 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: not reported; 2024Q4: 1,964 shares; 2025Q1: 2,126 shares; 2025Q2: 2,330 shares; 2025Q3: 2,461 shares; 2025Q4: 7,085 shares 7,085 $830K 0.05% +4,624 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: 849 shares; 2024Q4: 927 shares; 2025Q1: 996 shares; 2025Q2: 1,009 shares; 2025Q3: 1,034 shares; 2025Q4: 1,443 shares 1,443 $827K 0.05% +409 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,590 shares; 2025Q2: 23,591 shares; 2025Q3: 22,796 shares; 2025Q4: 22,920 shares 22,920 $814K 0.04% +124 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,180 shares; 2025Q1: 1,181 shares; 2025Q2: 1,182 shares; 2025Q3: 1,192 shares; 2025Q4: 1,179 shares 1,179 $798K 0.04% -13 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,292 shares; 2024Q4: 14,292 shares; 2025Q1: 14,292 shares; 2025Q2: 14,292 shares; 2025Q3: 14,292 shares; 2025Q4: 7,354 shares 7,354 $785K 0.04% -6,938 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: 3,243 shares; 2024Q4: 3,287 shares; 2025Q1: 3,328 shares; 2025Q2: 3,482 shares; 2025Q3: 3,579 shares; 2025Q4: 3,863 shares 3,863 $784K 0.04% +284 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: 1,162 shares; 2024Q4: 2,382 shares; 2025Q1: 2,967 shares; 2025Q2: 3,818 shares; 2025Q3: 3,821 shares; 2025Q4: 4,207 shares 4,207 $775K 0.04% +386 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,928 shares; 2025Q4: 27,928 shares 27,928 $773K 0.04% 0 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: 8 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 16,902 shares; 2025Q3: 10,815 shares; 2025Q4: 11,392 shares 11,392 $766K 0.04% +577 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 231,707 shares 231,707 $765K 0.04% new 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: 7,299 shares; 2024Q4: 7,299 shares; 2025Q1: 7,299 shares; 2025Q2: 7,299 shares; 2025Q3: 7,299 shares; 2025Q4: 7,941 shares 7,941 $764K 0.04% +642 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,458 shares; 2025Q3: 3,537 shares; 2025Q4: 12,560 shares 12,560 $755K 0.04% +9,023 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: 3,641 shares; 2024Q4: 4,416 shares; 2025Q1: 4,428 shares; 2025Q2: 4,728 shares; 2025Q3: 4,469 shares; 2025Q4: 9,278 shares 9,278 $745K 0.04% +4,809 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 8,421 shares; 2025Q3: 8,421 shares; 2025Q4: 8,621 shares 8,621 $738K 0.04% +200 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,314 shares; 2025Q1: 1,512 shares; 2025Q2: 2,597 shares; 2025Q3: 2,576 shares; 2025Q4: 2,589 shares 2,589 $736K 0.04% +13 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,235 shares; 2025Q1: 4,294 shares; 2025Q2: 4,011 shares; 2025Q3: 4,115 shares; 2025Q4: 5,543 shares 5,543 $715K 0.04% +1,428 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,817 shares; 2024Q4: 51,252 shares; 2025Q1: 51,252 shares; 2025Q2: 51,345 shares; 2025Q3: 51,252 shares; 2025Q4: 51,252 shares 51,252 $711K 0.04% 0 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: 1,881 shares; 2024Q4: 2,780 shares; 2025Q1: 3,543 shares; 2025Q2: 3,501 shares; 2025Q3: 3,508 shares; 2025Q4: 4,433 shares 4,433 $710K 0.04% +925 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: 4,823 shares; 2024Q4: 4,834 shares; 2025Q1: 4,865 shares; 2025Q2: 4,964 shares; 2025Q3: 4,981 shares; 2025Q4: 4,857 shares 4,857 $703K 0.04% -124 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: 11,844 shares; 2024Q4: 12,520 shares; 2025Q1: 17,387 shares; 2025Q2: 17,489 shares; 2025Q3: 16,961 shares; 2025Q4: 18,973 shares 18,973 $700K 0.04% +2,012 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,685 shares; 2025Q1: 5,104 shares; 2025Q2: 4,531 shares; 2025Q3: 5,285 shares; 2025Q4: 5,802 shares 5,802 $677K 0.04% +517 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 33,481 shares; 2025Q1: 33,481 shares; 2025Q2: 33,481 shares; 2025Q3: 33,481 shares; 2025Q4: 34,281 shares 34,281 $674K 0.04% +800 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,245 shares; 2025Q1: 1,302 shares; 2025Q2: 1,523 shares; 2025Q3: 1,507 shares; 2025Q4: 1,909 shares 1,909 $672K 0.04% +402 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: 1,305 shares; 2024Q4: 1,543 shares; 2025Q1: 1,879 shares; 2025Q2: 1,714 shares; 2025Q3: 1,711 shares; 2025Q4: 3,845 shares 3,845 $667K 0.04% +2,134 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: 873 shares; 2024Q4: 885 shares; 2025Q1: 1,017 shares; 2025Q2: 1,314 shares; 2025Q3: 999 shares; 2025Q4: 2,025 shares 2,025 $663K 0.04% +1,026 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: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 2,450 shares; 2025Q3: 2,383 shares; 2025Q4: 2,268 shares 2,268 $658K 0.04% -115 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,692 shares; 2025Q1: 12,210 shares; 2025Q2: 14,942 shares; 2025Q3: 14,891 shares; 2025Q4: 26,440 shares 26,440 $657K 0.04% +11,549 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,214 shares; 2025Q4: 1,449 shares 1,449 $650K 0.04% +235 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,516 shares; 2025Q4: 2,635 shares 2,635 $639K 0.04% +1,119 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale 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: 10,726 shares 10,726 $628K 0.03% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11,588 shares; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 5,775 shares; 2025Q4: 5,505 shares 5,505 $615K 0.03% -270 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: 2,951 shares; 2024Q4: 3,366 shares; 2025Q1: 4,366 shares; 2025Q2: 4,983 shares; 2025Q3: 5,463 shares; 2025Q4: 6,428 shares 6,428 $613K 0.03% +965 Timeline CGNT COGNYTE SOFTWARE LTD More: the full row for COGNYTE SOFTWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,314 shares; 2024Q4: 64,314 shares; 2025Q1: 64,314 shares; 2025Q2: 64,314 shares; 2025Q3: 64,314 shares; 2025Q4: 64,314 shares 64,314 $605K 0.03% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,504 shares; 2025Q2: 8,500 shares; 2025Q3: 8,484 shares; 2025Q4: 8,571 shares 8,571 $603K 0.03% +87 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: 1,391 shares; 2024Q4: 1,504 shares; 2025Q1: 1,436 shares; 2025Q2: 2,139 shares; 2025Q3: 1,985 shares; 2025Q4: 2,262 shares 2,262 $595K 0.03% +277 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: 251 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 4,056 shares 4,056 $584K 0.03% +2,278 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: 4,313 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,963 shares; 2025Q4: 10,620 shares 10,620 $582K 0.03% +8,657 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: 9,161 shares; 2024Q4: 9,109 shares; 2025Q1: 10,126 shares; 2025Q2: 9,942 shares; 2025Q3: 10,000 shares; 2025Q4: 9,836 shares 9,836 $578K 0.03% -164 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: 1,411 shares; 2024Q4: 1,665 shares; 2025Q1: 1,603 shares; 2025Q2: 2,176 shares; 2025Q3: 2,135 shares; 2025Q4: 2,350 shares 2,350 $571K 0.03% +215 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,913 shares; 2025Q1: 1,505 shares; 2025Q2: 1,895 shares; 2025Q3: 1,631 shares; 2025Q4: 3,207 shares 3,207 $567K 0.03% +1,576 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,647 shares; 2025Q1: not reported; 2025Q2: 10,147 shares; 2025Q3: 10,298 shares; 2025Q4: 10,438 shares 10,438 $562K 0.03% +140 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 2,601 shares; 2025Q3: 1,851 shares; 2025Q4: 1,851 shares 1,851 $559K 0.03% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,704 shares; 2025Q2: 4,671 shares; 2025Q3: 4,684 shares; 2025Q4: 7,221 shares 7,221 $554K 0.03% +2,537 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,755 shares; 2025Q1: 5,763 shares; 2025Q2: 5,838 shares; 2025Q3: 5,702 shares; 2025Q4: 5,694 shares 5,694 $551K 0.03% -8 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,024 shares 15,024 $548K 0.03% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 1,894 shares; 2025Q1: 2,022 shares; 2025Q2: 2,344 shares; 2025Q3: 2,260 shares; 2025Q4: 2,404 shares 2,404 $544K 0.03% +144 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: 897 shares; 2024Q4: 759 shares; 2025Q1: 754 shares; 2025Q2: 889 shares; 2025Q3: 1,110 shares; 2025Q4: 1,150 shares 1,150 $539K 0.03% +40 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: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 2,361 shares; 2025Q3: 2,273 shares; 2025Q4: 2,087 shares 2,087 $538K 0.03% -186 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 930 shares; 2025Q1: 931 shares; 2025Q2: 908 shares; 2025Q3: 919 shares; 2025Q4: 951 shares 951 $534K 0.03% +32 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: 482 shares; 2024Q4: 552 shares; 2025Q1: 565 shares; 2025Q2: 699 shares; 2025Q3: 692 shares; 2025Q4: 1,022 shares 1,022 $534K 0.03% +330 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 3,085 shares; 2025Q1: 3,309 shares; 2025Q2: 3,970 shares; 2025Q3: 4,035 shares; 2025Q4: 5,490 shares 5,490 $531K 0.03% +1,455 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: 488 shares; 2024Q4: 663 shares; 2025Q1: 681 shares; 2025Q2: 915 shares; 2025Q3: 884 shares; 2025Q4: 1,135 shares 1,135 $530K 0.03% +251 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: 1,234 shares; 2024Q4: 1,649 shares; 2025Q1: 1,357 shares; 2025Q2: 1,593 shares; 2025Q3: 1,508 shares; 2025Q4: 1,693 shares 1,693 $530K 0.03% +185 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,047 shares; 2025Q1: 1,255 shares; 2025Q2: 1,284 shares; 2025Q3: 1,004 shares; 2025Q4: 1,168 shares 1,168 $530K 0.03% +164 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: 2,501 shares; 2024Q4: 2,888 shares; 2025Q1: 2,764 shares; 2025Q2: 2,802 shares; 2025Q3: 3,101 shares; 2025Q4: 2,423 shares 2,423 $526K 0.03% -678 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,630 shares; 2025Q1: 2,634 shares; 2025Q2: 3,700 shares; 2025Q3: 3,798 shares; 2025Q4: 4,459 shares 4,459 $518K 0.03% +661 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,337 shares; 2025Q2: 3,954 shares; 2025Q3: 3,839 shares; 2025Q4: 4,192 shares 4,192 $515K 0.03% +353 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: 2,898 shares; 2024Q4: 3,236 shares; 2025Q1: 3,251 shares; 2025Q2: 2,977 shares; 2025Q3: 2,693 shares; 2025Q4: 6,051 shares 6,051 $510K 0.03% +3,358 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,044 shares 1,044 $509K 0.03% -101 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 805 shares; 2025Q3: 811 shares; 2025Q4: 839 shares 839 $508K 0.03% +28 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 4,671 shares; 2025Q1: 4,065 shares; 2025Q2: 4,049 shares; 2025Q3: 3,866 shares; 2025Q4: 4,018 shares 4,018 $504K 0.03% +152 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,507 shares; 2025Q1: 17,799 shares; 2025Q2: 17,328 shares; 2025Q3: 17,417 shares; 2025Q4: 18,242 shares 18,242 $501K 0.03% +825 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: 7,127 shares; 2024Q4: 7,127 shares; 2025Q1: 6,777 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,777 shares 6,777 $499K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,562 shares; 2025Q1: 1,563 shares; 2025Q2: 1,777 shares; 2025Q3: 1,700 shares; 2025Q4: 1,916 shares 1,916 $496K 0.03% +216 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 349 shares; 2025Q1: 373 shares; 2025Q2: 445 shares; 2025Q3: 361 shares; 2025Q4: 407 shares 407 $495K 0.03% +46 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,473 shares 6,473 $493K 0.03% new 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: 2,172 shares; 2024Q4: 2,557 shares; 2025Q1: 2,343 shares; 2025Q2: 2,548 shares; 2025Q3: 2,460 shares; 2025Q4: 2,788 shares 2,788 $489K 0.03% +328 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 17,673 shares; 2025Q3: 17,463 shares; 2025Q4: 17,463 shares 17,463 $479K 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,220 shares; 2025Q4: 1,908 shares 1,908 $479K 0.03% +688 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,928 shares; 2025Q1: 1,483 shares; 2025Q2: 2,074 shares; 2025Q3: 1,214 shares; 2025Q4: 1,066 shares 1,066 $476K 0.03% -148 PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,120 shares; 2025Q4: 9,131 shares 9,131 $473K 0.03% +11 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,684 shares; 2025Q1: 2,556 shares; 2025Q2: 2,432 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares 2,347 $472K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,699 shares; 2025Q1: 1,609 shares; 2025Q2: 2,112 shares; 2025Q3: 2,292 shares; 2025Q4: 2,424 shares 2,424 $471K 0.03% +132 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: 6,493 shares; 2024Q4: 7,797 shares; 2025Q1: 7,486 shares; 2025Q2: 9,908 shares; 2025Q3: 9,644 shares; 2025Q4: 11,501 shares 11,501 $468K 0.03% +1,857 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,556 shares; 2025Q1: 2,463 shares; 2025Q2: 2,860 shares; 2025Q3: 2,851 shares; 2025Q4: 2,873 shares 2,873 $468K 0.03% +22 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: 8,805 shares; 2025Q2: 8,805 shares; 2025Q3: 8,010 shares; 2025Q4: 6,153 shares 6,153 $467K 0.03% -1,857 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: 444 shares; 2024Q4: 472 shares; 2025Q1: 522 shares; 2025Q2: 557 shares; 2025Q3: 529 shares; 2025Q4: 566 shares 566 $465K 0.03% +37 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,400 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares 9,900 $463K 0.03% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 1,915 shares 1,915 $463K 0.03% -330 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 3,454 shares; 2025Q1: 2,612 shares; 2025Q2: 2,921 shares; 2025Q3: 2,893 shares; 2025Q4: 5,165 shares 5,165 $459K 0.03% +2,272 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 438 shares; 2025Q1: 441 shares; 2025Q2: 537 shares; 2025Q3: 312 shares; 2025Q4: 445 shares 445 $449K 0.02% +133 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,991 shares; 2025Q1: 3,650 shares; 2025Q2: 5,039 shares; 2025Q3: 5,033 shares; 2025Q4: 5,116 shares 5,116 $447K 0.02% +83 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,252 shares; 2024Q4: 7,322 shares; 2025Q1: 11,902 shares; 2025Q2: 13,113 shares; 2025Q3: 15,038 shares; 2025Q4: 15,038 shares 15,038 $442K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,249 shares; 2025Q1: 2,118 shares; 2025Q2: 2,685 shares; 2025Q3: 2,655 shares; 2025Q4: 3,200 shares 3,200 $441K 0.02% +545 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,500 shares; 2024Q4: 21,476 shares; 2025Q1: 11,478 shares; 2025Q2: 11,478 shares; 2025Q3: 11,478 shares; 2025Q4: 11,478 shares 11,478 $437K 0.02% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,932 shares 9,932 $435K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,041 shares 2,041 $433K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 548 shares; 2025Q4: 641 shares 641 $432K 0.02% +93 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO 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: 20,803 shares; 2025Q3: 10,653 shares; 2025Q4: 10,653 shares 10,653 $432K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 4,242 shares; 2025Q4: 4,918 shares 4,918 $431K 0.02% +676 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,316 shares; 2025Q1: 3,343 shares; 2025Q2: 3,471 shares; 2025Q3: 3,456 shares; 2025Q4: 3,549 shares 3,549 $426K 0.02% +93 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: 3,412 shares; 2024Q4: 3,367 shares; 2025Q1: 3,370 shares; 2025Q2: 3,537 shares; 2025Q3: 3,378 shares; 2025Q4: 4,036 shares 4,036 $424K 0.02% +658 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $413K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,876 shares; 2025Q1: 3,015 shares; 2025Q2: 2,574 shares; 2025Q3: 2,709 shares; 2025Q4: 3,025 shares 3,025 $412K 0.02% +316 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 757 shares; 2025Q4: 1,498 shares 1,498 $409K 0.02% +741 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 5,015 shares; 2025Q4: 6,245 shares 6,245 $406K 0.02% +1,230 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: 1,120 shares; 2025Q1: 1,270 shares; 2025Q2: 1,195 shares; 2025Q3: 1,256 shares; 2025Q4: 1,924 shares 1,924 $402K 0.02% +668 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,422 shares; 2025Q1: 1,403 shares; 2025Q2: 1,431 shares; 2025Q3: 1,315 shares; 2025Q4: 1,397 shares 1,397 $401K 0.02% +82 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: not reported; 2024Q4: 1,823 shares; 2025Q1: 1,836 shares; 2025Q2: 2,131 shares; 2025Q3: 2,137 shares; 2025Q4: 2,967 shares 2,967 $394K 0.02% +830 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: 55,598 shares; 2024Q4: 51,523 shares; 2025Q1: 34,298 shares; 2025Q2: 29,648 shares; 2025Q3: 25,976 shares; 2025Q4: 8,351 shares 8,351 $389K 0.02% -17,625 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 5,966 shares; 2025Q1: 5,279 shares; 2025Q2: 7,797 shares; 2025Q3: 17,047 shares; 2025Q4: 7,797 shares 7,797 $386K 0.02% -9,250 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,297 shares; 2025Q2: 2,326 shares; 2025Q3: 2,334 shares; 2025Q4: 3,020 shares 3,020 $385K 0.02% +686 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,037 shares; 2025Q1: 4,050 shares; 2025Q2: 5,514 shares; 2025Q3: 5,703 shares; 2025Q4: 6,530 shares 6,530 $384K 0.02% +827 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: 189 shares; 2025Q1: 210 shares; 2025Q2: 3,406 shares; 2025Q3: 3,462 shares; 2025Q4: 4,183 shares 4,183 $382K 0.02% +721 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 6,789 shares; 2025Q1: 6,766 shares; 2025Q2: 6,163 shares; 2025Q3: 7,502 shares; 2025Q4: 8,326 shares 8,326 $379K 0.02% +824 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 10,637 shares; 2025Q1: 10,723 shares; 2025Q2: 10,841 shares; 2025Q3: 10,770 shares; 2025Q4: 7,140 shares 7,140 $378K 0.02% -3,630 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: 345 shares; 2024Q4: 348 shares; 2025Q1: 333 shares; 2025Q2: 326 shares; 2025Q3: 251 shares; 2025Q4: 351 shares 351 $376K 0.02% +100 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,481 shares; 2025Q1: 6,016 shares; 2025Q2: 5,717 shares; 2025Q3: 4,699 shares; 2025Q4: 4,691 shares 4,691 $373K 0.02% -8 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 563 shares; 2025Q1: 648 shares; 2025Q2: 570 shares; 2025Q3: 660 shares; 2025Q4: 652 shares 652 $372K 0.02% -8 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,986 shares 3,986 $371K 0.02% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 10,103 shares; 2025Q1: 9,303 shares; 2025Q2: 9,303 shares; 2025Q3: 9,303 shares; 2025Q4: 9,303 shares 9,303 $368K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,403 shares; 2025Q1: 1,385 shares; 2025Q2: 1,472 shares; 2025Q3: 1,590 shares; 2025Q4: 1,750 shares 1,750 $366K 0.02% +160 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: 2,347 shares 2,347 $364K 0.02% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,524 shares; 2025Q2: 1,614 shares; 2025Q3: 1,612 shares; 2025Q4: 1,614 shares 1,614 $360K 0.02% +2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,127 shares 6,127 $359K 0.02% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,548 shares; 2024Q4: 19,405 shares; 2025Q1: 10,393 shares; 2025Q2: 10,393 shares; 2025Q3: 10,393 shares; 2025Q4: 10,393 shares 10,393 $358K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,274 shares; 2025Q1: 1,296 shares; 2025Q2: 1,258 shares; 2025Q3: 1,027 shares; 2025Q4: 1,225 shares 1,225 $356K 0.02% +198 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: 15,797 shares; 2024Q4: 18,679 shares; 2025Q1: 11,180 shares; 2025Q2: 11,933 shares; 2025Q3: 11,426 shares; 2025Q4: 14,273 shares 14,273 $355K 0.02% +2,847 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,437 shares; 2025Q1: 2,485 shares; 2025Q2: 2,725 shares; 2025Q3: 2,830 shares; 2025Q4: 3,079 shares 3,079 $355K 0.02% +249 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 7,160 shares; 2025Q1: 7,085 shares; 2025Q2: 6,876 shares; 2025Q3: 6,652 shares; 2025Q4: 7,076 shares 7,076 $354K 0.02% +424 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 2,707 shares 2,707 $353K 0.02% new Timeline BAPRA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $351K 0.02% new Timeline IGF 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: 5,781 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700 $350K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: 1,709 shares; 2025Q3: 1,842 shares; 2025Q4: 1,870 shares 1,870 $347K 0.02% +28 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: 2,690 shares 2,690 $343K 0.02% new 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: 3,620 shares; 2024Q4: 5,367 shares; 2025Q1: 4,782 shares; 2025Q2: 4,073 shares; 2025Q3: 4,048 shares; 2025Q4: 4,595 shares 4,595 $338K 0.02% +547 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 81 shares; 2025Q1: 87 shares; 2025Q2: 94 shares; 2025Q3: 97 shares; 2025Q4: 99 shares 99 $336K 0.02% +2 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 2,934 shares; 2025Q1: 2,797 shares; 2025Q2: 2,092 shares; 2025Q3: 2,056 shares; 2025Q4: 2,130 shares 2,130 $334K 0.02% +74 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: not reported; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 1,907 shares; 2025Q4: 2,032 shares 2,032 $333K 0.02% +125 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $333K 0.02% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,525 shares; 2025Q1: 7,402 shares; 2025Q2: 11,498 shares; 2025Q3: 10,725 shares; 2025Q4: 12,920 shares 12,920 $331K 0.02% +2,195 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: 8,989 shares; 2024Q4: 9,453 shares; 2025Q1: not reported; 2025Q2: 7,466 shares; 2025Q3: 7,481 shares; 2025Q4: 9,107 shares 9,107 $330K 0.02% +1,626 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 9,647 shares; 2025Q1: 9,084 shares; 2025Q2: 10,928 shares; 2025Q3: 11,320 shares; 2025Q4: 11,580 shares 11,580 $327K 0.02% +260 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: 16,000 shares 16,000 $324K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 1,014 shares; 2025Q1: 1,124 shares; 2025Q2: 1,252 shares; 2025Q3: 1,244 shares; 2025Q4: 1,248 shares 1,248 $323K 0.02% +4 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 190 shares 190 $321K 0.02% new 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: 2,016 shares; 2024Q4: 2,015 shares; 2025Q1: 1,645 shares; 2025Q2: 3,713 shares; 2025Q3: 3,018 shares; 2025Q4: 2,544 shares 2,544 $320K 0.02% -474 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 2,027 shares; 2025Q4: 2,311 shares 2,311 $320K 0.02% +284 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,509 shares; 2025Q3: 1,540 shares; 2025Q4: 1,519 shares 1,519 $312K 0.02% -21 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 354 shares 354 $311K 0.02% +64 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 352 shares; 2025Q3: 300 shares; 2025Q4: 2,008 shares 2,008 $311K 0.02% +1,708 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT 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: 3,521 shares; 2025Q3: 3,431 shares; 2025Q4: 3,695 shares 3,695 $310K 0.02% +264 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,574 shares; 2025Q4: 3,777 shares 3,777 $307K 0.02% +203 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 3,008 shares 3,008 $307K 0.02% +331 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: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,213 shares; 2025Q4: 2,338 shares 2,338 $306K 0.02% +125 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: 860 shares; 2024Q4: 416 shares; 2025Q1: not reported; 2025Q2: 932 shares; 2025Q3: 593 shares; 2025Q4: 652 shares 652 $306K 0.02% +59 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,275 shares; 2025Q3: 6,288 shares; 2025Q4: 6,447 shares 6,447 $304K 0.02% +159 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 10,302 shares 10,302 $297K 0.02% 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: 1,156 shares; 2024Q4: 1,529 shares; 2025Q1: 1,352 shares; 2025Q2: 1,577 shares; 2025Q3: 1,412 shares; 2025Q4: 1,187 shares 1,187 $294K 0.02% -225 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,182 shares; 2025Q2: 1,310 shares; 2025Q3: 1,213 shares; 2025Q4: 1,216 shares 1,216 $293K 0.02% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,384 shares; 2025Q4: 1,327 shares 1,327 $291K 0.02% -57 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 2,435 shares 2,435 $291K 0.02% +1,770 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,957 shares; 2025Q3: 68,957 shares; 2025Q4: 68,957 shares 68,957 $288K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139 shares; 2025Q3: 2,185 shares; 2025Q4: 2,234 shares 2,234 $288K 0.02% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares 8,300 $286K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,026 shares 5,026 $285K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 827 shares 827 $278K 0.02% +224 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,149 shares; 2025Q1: 2,452 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares 2,516 $277K 0.02% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,498 shares; 2025Q1: 1,372 shares; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 1,226 shares 1,226 $276K 0.02% +95 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: 2,098 shares; 2024Q4: 2,107 shares; 2025Q1: 2,163 shares; 2025Q2: 1,440 shares; 2025Q3: 1,438 shares; 2025Q4: 1,698 shares 1,698 $276K 0.02% +260 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: 4,708 shares; 2024Q4: 4,208 shares; 2025Q1: 3,858 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares 3,858 $276K 0.02% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 18,553 shares 18,553 $272K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 1,582 shares; 2025Q4: 2,680 shares 2,680 $268K 0.01% +1,098 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 439 shares; 2025Q2: 455 shares; 2025Q3: 514 shares; 2025Q4: 641 shares 641 $267K 0.01% +127 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,775 shares 4,775 $266K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,637 shares; 2025Q1: 12,613 shares; 2025Q2: 12,220 shares; 2025Q3: 12,820 shares; 2025Q4: 16,158 shares 16,158 $260K 0.01% +3,338 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: 465 shares; 2025Q3: 487 shares; 2025Q4: 669 shares 669 $260K 0.01% +182 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: 10,514 shares; 2024Q4: 10,483 shares; 2025Q1: 10,630 shares; 2025Q2: 10,550 shares; 2025Q3: 10,658 shares; 2025Q4: 10,679 shares 10,679 $259K 0.01% +21 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 915 shares; 2025Q3: 931 shares; 2025Q4: 940 shares 940 $259K 0.01% +9 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: 13,694 shares; 2024Q4: 13,919 shares; 2025Q1: 13,744 shares; 2025Q2: 10,481 shares; 2025Q3: 3,954 shares; 2025Q4: 5,076 shares 5,076 $258K 0.01% +1,122 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,790 shares; 2025Q1: 2,785 shares; 2025Q2: 2,836 shares; 2025Q3: 2,767 shares; 2025Q4: 3,479 shares 3,479 $256K 0.01% +712 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: 872 shares 872 $253K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $252K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares 1,900 $252K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,943 shares 4,943 $251K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,813 shares; 2025Q2: 6,118 shares; 2025Q3: 6,298 shares; 2025Q4: 6,214 shares 6,214 $249K 0.01% -84 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 3,201 shares 3,201 $249K 0.01% +305 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 674 shares; 2025Q3: 714 shares; 2025Q4: 789 shares 789 $247K 0.01% +75 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,881 shares 2,881 $246K 0.01% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 2,642 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 1,850 shares 1,850 $246K 0.01% -272 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,198 shares; 2024Q4: 37,198 shares; 2025Q1: 37,198 shares; 2025Q2: 37,563 shares; 2025Q3: 37,632 shares; 2025Q4: 37,806 shares 37,806 $245K 0.01% +174 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,308 shares 3,308 $242K 0.01% new 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: 3,957 shares; 2024Q4: 4,375 shares; 2025Q1: 4,612 shares; 2025Q2: 4,563 shares; 2025Q3: 4,350 shares; 2025Q4: 4,567 shares 4,567 $241K 0.01% +217 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,055 shares; 2025Q3: 3,071 shares; 2025Q4: 3,161 shares 3,161 $238K 0.01% +90 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,948 shares 3,948 $232K 0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 3,973 shares 3,973 $229K 0.01% +3,573 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,374 shares; 2025Q1: 2,374 shares; 2025Q2: 2,375 shares; 2025Q3: 2,374 shares; 2025Q4: 2,549 shares 2,549 $227K 0.01% +175 Timeline APOLLO GLOBAL MGMT INC 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: 3,000 shares 3,000 $226K 0.01% new BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,505 shares 9,505 $222K 0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,436 shares; 2025Q1: 1,199 shares; 2025Q2: 1,141 shares; 2025Q3: 1,142 shares; 2025Q4: 1,278 shares 1,278 $221K 0.01% +136 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $221K 0.01% 0 Timeline DTST DATA STORAGE CORP More: the full row for DATA STORAGE 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: 43,100 shares 43,100 $221K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 433 shares; 2025Q4: 380 shares 380 $221K 0.01% -53 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: 2,151 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 2,151 shares 2,151 $221K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 602 shares; 2025Q1: 601 shares; 2025Q2: 617 shares; 2025Q3: not reported; 2025Q4: 756 shares 756 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 613 shares 613 $216K 0.01% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 2,351 shares; 2025Q3: not reported; 2025Q4: 2,451 shares 2,451 $216K 0.01% new 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: 6,631 shares; 2024Q4: 10,268 shares; 2025Q1: 10,190 shares; 2025Q2: 9,907 shares; 2025Q3: 9,682 shares; 2025Q4: 9,554 shares 9,554 $216K 0.01% -128 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,755 shares; 2025Q3: 2,640 shares; 2025Q4: 2,476 shares 2,476 $216K 0.01% -164 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,339 shares 2,339 $215K 0.01% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,664 shares 4,664 $214K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,324 shares 1,324 $213K 0.01% +21 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,576 shares 2,576 $213K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,350 shares; 2025Q1: 1,365 shares; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: 1,279 shares 1,279 $212K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $212K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226 shares 226 $211K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 358 shares; 2025Q4: 370 shares 370 $210K 0.01% +12 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,094 shares; 2025Q4: 8,181 shares 8,181 $209K 0.01% +1,087 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,430 shares; 2025Q1: 1,579 shares; 2025Q2: 1,783 shares; 2025Q3: not reported; 2025Q4: 1,126 shares 1,126 $209K 0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,811 shares 11,811 $209K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 4,613 shares; 2025Q1: 3,701 shares; 2025Q2: 2,670 shares; 2025Q3: not reported; 2025Q4: 2,097 shares 2,097 $208K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 14,517 shares; 2025Q1: 8,009 shares; 2025Q2: 8,723 shares; 2025Q3: not reported; 2025Q4: 6,894 shares 6,894 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,574 shares; 2025Q4: 2,610 shares 2,610 $206K 0.01% +36 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,514 shares 3,514 $205K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 692 shares 692 $205K 0.01% +43 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares 1,270 $204K 0.01% 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,776 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $203K 0.01% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $203K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale 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: 2,279 shares 2,279 $202K 0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 927 shares; 2025Q4: 929 shares 929 $202K 0.01% +2 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $201K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $198K 0.01% 0 Timeline EWO 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: not reported; 2025Q3: not reported; 2025Q4: 5,310 shares 5,310 $188K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,640 shares 17,640 $186K 0.01% new Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,576 shares 13,576 $183K 0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,950 shares; 2025Q3: 14,047 shares; 2025Q4: 11,614 shares 11,614 $181K 0.01% -2,433 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,130 shares; 2025Q3: 854 shares; 2025Q4: 854 shares 854 $181K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 2,301 shares 2,301 $179K 0.01% +1,801 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,086 shares; 2025Q3: 1,066 shares; 2025Q4: 1,266 shares 1,266 $179K 0.01% +200 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL 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: 22,088 shares 22,088 $177K 0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $176K 0.01% new 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: 1,204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 1,116 shares 1,116 $173K 0.01% +762 Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares 3,200 $164K 0.01% new MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 608 shares 608 $152K 0.01% new Timeline IXN 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: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $149K 0.01% 0 Timeline IWC 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: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares 944 $149K 0.01% 0 Timeline DIHP 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: 22,606 shares; 2024Q4: 18,220 shares; 2025Q1: 8,561 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,565 shares 4,565 $145K 0.01% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $136K 0.01% new Timeline USEA UNITED MARITIME CORPORATION More: the full row for UNITED MARITIME 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: 77,052 shares 77,052 $131K 0.01% new Timeline IWN 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 719 shares 719 $130K 0.01% +144 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $127K 0.01% new 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: 972 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares 972 $111K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,079 shares; 2025Q3: 17,989 shares; 2025Q4: 20,597 shares 20,597 $109K 0.01% +2,608 Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,199 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 13,199 shares; 2025Q3: 13,199 shares; 2025Q4: 13,199 shares 13,199 $109K 0.01% 0 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,344 shares 3,344 $109K 0.01% new 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: not reported; 2025Q4: 1,179 shares 1,179 $108K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 310 shares; 2025Q3: 299 shares; 2025Q4: 717 shares 717 $107K 0.01% +418 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,181 shares; 2025Q3: 12,116 shares; 2025Q4: 11,304 shares 11,304 $102K 0.01% -812 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 28,590 shares 28,590 $101K 0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $101K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,159 shares; 2025Q3: 3,159 shares; 2025Q4: 2,233 shares 2,233 $99.2K 0.01% -926 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 21,798 shares; 2025Q1: 20,335 shares; 2025Q2: 29,028 shares; 2025Q3: 28,488 shares; 2025Q4: 33,512 shares 33,512 $95.2K 0.01% +5,024 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA 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: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 310,000 shares 310,000 $94.7K 0.01% +190,000 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares 1,380 $92.6K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: 638 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488 $90.3K <0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 932 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 932 shares 932 $87.6K <0.01% -1,317 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 1,802 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $86.2K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 424 shares 424 $82.1K <0.01% new 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: not reported; 2025Q3: 236 shares; 2025Q4: 1,089 shares 1,089 $79.1K <0.01% +853 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares 810 $77.9K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $74.5K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $72.8K <0.01% new FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 4,000 shares; 2025Q1: 3,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $67.8K <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: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares 1,123 $66.9K <0.01% 0 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $62.8K <0.01% 0 Timeline DIBS 1STDIBS COM INC More: the full row for 1STDIBS COM 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: 10,208 shares 10,208 $61.1K <0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,165 shares 1,165 $59.3K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 2,193 shares; 2025Q3: 2,142 shares; 2025Q4: 1,071 shares 1,071 $58.6K <0.01% -1,071 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 653 shares 653 $58.2K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares 1,140 $54.9K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,200 shares 1,200 $51.2K <0.01% +600 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares 774 $51K <0.01% new 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares 355 $50.1K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 389 shares; 2025Q4: 264 shares 264 $46.8K <0.01% -125 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $46.8K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares 625 $44.7K <0.01% new Timeline BBRE 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: 2,469 shares; 2024Q4: 2,214 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 440 shares 440 $40.7K <0.01% -650 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: 85 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $35.1K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 207 shares 207 $34.9K <0.01% +183 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: not reported; 2025Q3: not reported; 2025Q4: 175 shares 175 $34.8K <0.01% new 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 94 shares 94 $32.2K <0.01% +51 Timeline VXF 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: 127 shares; 2025Q1: 127 shares; 2025Q2: 236 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142 $29.7K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $28.2K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 87 shares 87 $27.4K <0.01% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares 552 $26.9K <0.01% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares 1,180 $26.6K <0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $25.6K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $23.7K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 196 shares 196 $20.3K <0.01% +2 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $20.3K <0.01% new 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: 4,403 shares; 2024Q4: 4,407 shares; 2025Q1: 4,189 shares; 2025Q2: 3,240 shares; 2025Q3: 3,204 shares; 2025Q4: 223 shares 223 $19.7K <0.01% -2,981 Timeline QDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536 shares 536 $18.6K <0.01% new Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,166 shares 1,166 $18.3K <0.01% new Timeline SCZ 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: 198 shares; 2024Q4: 2,628 shares; 2025Q1: 2,221 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 235 shares 235 $18.2K <0.01% +37 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares 610 $17.4K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares 627 $16.9K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares 559 $16.8K <0.01% 0 Timeline DFIS 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: 497 shares 497 $16.4K <0.01% new Timeline VPL 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: not reported; 2025Q4: 177 shares 177 $16K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $15.1K <0.01% new Timeline GXDW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares 529 $12.7K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares 89 $12.2K <0.01% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $11K <0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143 shares 143 $10.7K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 17 shares; 2025Q4: 34 shares 34 $8.58K <0.01% +17 Timeline MOO 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $7.28K <0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,744 shares; 2025Q1: 2,633 shares; 2025Q2: 301 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $7K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $6.67K <0.01% 0 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: 2,799 shares; 2024Q4: 299 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 163 shares 163 $6.58K <0.01% -234 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares 116 $6.53K <0.01% new Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $5.66K <0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 40 shares 40 $5.57K <0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99 shares 99 $4.94K <0.01% new Timeline IAT 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares 59 $3.25K <0.01% 0 Timeline EWT 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: not reported; 2025Q3: not reported; 2025Q4: 37 shares 37 $2.35K <0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $1.15K <0.01% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $346 <0.01% new Timeline