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: 327,204 shares; 2024Q4: 324,963 shares; 2025Q1: 375,288 shares; 2025Q2: 377,011 shares; 2025Q3: 426,990 shares; 2025Q4: 419,973 shares 419,973 $37.6M 4.38% -7,017 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: 47,045 shares; 2024Q4: 48,481 shares; 2025Q1: 56,680 shares; 2025Q2: 61,852 shares; 2025Q3: 62,792 shares; 2025Q4: 63,715 shares 63,715 $30.8M 3.59% +923 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: 68,183 shares; 2024Q4: 68,393 shares; 2025Q1: 144,166 shares; 2025Q2: 154,291 shares; 2025Q3: 154,113 shares; 2025Q4: 154,903 shares 154,903 $28.9M 3.37% +790 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: 68,421 shares; 2024Q4: 72,868 shares; 2025Q1: 89,170 shares; 2025Q2: 101,564 shares; 2025Q3: 102,301 shares; 2025Q4: 101,907 shares 101,907 $27.7M 3.23% -394 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: not reported; 2024Q4: 6,541 shares; 2025Q1: 189,056 shares; 2025Q2: 238,103 shares; 2025Q3: 368,338 shares; 2025Q4: 399,378 shares 399,378 $26.8M 3.13% +31,040 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 12,012 shares; 2025Q1: 188,556 shares; 2025Q2: 213,332 shares; 2025Q3: 279,493 shares; 2025Q4: 269,002 shares 269,002 $21.6M 2.51% -10,491 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: 34,041 shares; 2024Q4: 34,741 shares; 2025Q1: 60,123 shares; 2025Q2: 62,669 shares; 2025Q3: 59,135 shares; 2025Q4: 59,115 shares 59,115 $18.5M 2.16% -20 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: 104,747 shares; 2024Q4: 100,232 shares; 2025Q1: 60,220 shares; 2025Q2: 60,062 shares; 2025Q3: 37,809 shares; 2025Q4: 37,007 shares 37,007 $18.1M 2.1% -802 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR 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: 438,472 shares; 2025Q2: 598,486 shares; 2025Q3: 662,939 shares; 2025Q4: 688,400 shares 688,400 $16.9M 1.97% +25,461 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: 34,018 shares; 2024Q4: 34,469 shares; 2025Q1: 46,388 shares; 2025Q2: 46,884 shares; 2025Q3: 47,498 shares; 2025Q4: 47,391 shares 47,391 $16.6M 1.94% -107 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: 11,787 shares; 2024Q4: 12,126 shares; 2025Q1: 13,491 shares; 2025Q2: 35,644 shares; 2025Q3: 31,841 shares; 2025Q4: 31,725 shares 31,725 $15.9M 1.86% -116 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: 235,179 shares; 2024Q4: 411,012 shares; 2025Q1: 248,419 shares; 2025Q2: 248,317 shares; 2025Q3: 436,060 shares; 2025Q4: 451,876 shares 451,876 $14.7M 1.72% +15,816 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: 38,482 shares; 2024Q4: 38,723 shares; 2025Q1: 36,118 shares; 2025Q2: 37,799 shares; 2025Q3: 38,745 shares; 2025Q4: 39,769 shares 39,769 $13.8M 1.6% +1,024 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: 317,740 shares; 2024Q4: 338,303 shares; 2025Q1: 171,783 shares; 2025Q2: 247,027 shares; 2025Q3: 541,457 shares; 2025Q4: 483,849 shares 483,849 $13.2M 1.53% -57,608 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,254 shares; 2025Q1: 262,723 shares; 2025Q2: 269,439 shares; 2025Q3: 343,872 shares; 2025Q4: 304,222 shares 304,222 $12.4M 1.45% -39,650 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: 43,777 shares; 2024Q4: 44,670 shares; 2025Q1: 50,897 shares; 2025Q2: 53,225 shares; 2025Q3: 49,178 shares; 2025Q4: 49,314 shares 49,314 $11.4M 1.33% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,820 shares; 2025Q4: 43,535 shares 43,535 $11.2M 1.31% +7,715 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,599 shares; 2024Q4: 191,853 shares; 2025Q1: 207,910 shares; 2025Q2: 210,904 shares; 2025Q3: 281,894 shares; 2025Q4: 290,583 shares 290,583 $11.2M 1.3% +8,689 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,410 shares; 2024Q4: 443,465 shares; 2025Q1: 391,938 shares; 2025Q2: 395,406 shares; 2025Q3: 128,634 shares; 2025Q4: 129,593 shares 129,593 $9.6M 1.12% +959 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: 19,933 shares; 2024Q4: 19,914 shares; 2025Q1: 26,882 shares; 2025Q2: 30,501 shares; 2025Q3: 29,136 shares; 2025Q4: 29,033 shares 29,033 $9.36M 1.09% -103 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: 103,232 shares; 2024Q4: 101,216 shares; 2025Q1: 136,781 shares; 2025Q2: 184,891 shares; 2025Q3: 179,948 shares; 2025Q4: 167,546 shares 167,546 $9.18M 1.07% -12,402 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,510 shares; 2024Q4: 55,786 shares; 2025Q1: 284,326 shares; 2025Q2: 208,854 shares; 2025Q3: 260,635 shares; 2025Q4: 282,379 shares 282,379 $8.78M 1.02% +21,744 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: not reported; 2024Q4: 8,548 shares; 2025Q1: 211,931 shares; 2025Q2: 216,712 shares; 2025Q3: 222,725 shares; 2025Q4: 227,180 shares 227,180 $8.64M 1.01% +4,455 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: 39,254 shares; 2024Q4: 38,001 shares; 2025Q1: 66,660 shares; 2025Q2: 70,874 shares; 2025Q3: 72,405 shares; 2025Q4: 73,990 shares 73,990 $8.24M 0.96% +1,585 Timeline DFGP 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: 142,203 shares; 2025Q4: 151,395 shares 151,395 $8.19M 0.95% +9,192 Timeline DCOR 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: 43,470 shares; 2025Q1: 101,944 shares; 2025Q2: 104,799 shares; 2025Q3: 105,886 shares; 2025Q4: 107,517 shares 107,517 $7.92M 0.92% +1,631 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: 6,643 shares; 2024Q4: 7,169 shares; 2025Q1: 8,311 shares; 2025Q2: 9,353 shares; 2025Q3: 13,463 shares; 2025Q4: 13,831 shares 13,831 $7.9M 0.92% +368 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: not reported; 2024Q4: 23,366 shares; 2025Q1: 185,333 shares; 2025Q2: 190,086 shares; 2025Q3: 192,493 shares; 2025Q4: 195,698 shares 195,698 $7.75M 0.9% +3,205 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: 113,683 shares; 2024Q4: 117,927 shares; 2025Q1: 107,988 shares; 2025Q2: 103,167 shares; 2025Q3: 89,143 shares; 2025Q4: 90,406 shares 90,406 $7.72M 0.9% +1,263 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR 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: 207,722 shares; 2025Q2: 256,882 shares; 2025Q3: 319,310 shares; 2025Q4: 243,109 shares 243,109 $7.35M 0.86% -76,201 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: 139,144 shares; 2024Q4: 138,324 shares; 2025Q1: 121,395 shares; 2025Q2: 122,375 shares; 2025Q3: 134,617 shares; 2025Q4: 139,659 shares 139,659 $7.07M 0.82% +5,042 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,301 shares; 2025Q2: 116,956 shares; 2025Q3: 120,127 shares; 2025Q4: 116,641 shares 116,641 $6.73M 0.78% -3,486 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,986 shares; 2024Q4: 174,495 shares; 2025Q1: 160,140 shares; 2025Q2: 160,248 shares; 2025Q3: 146,603 shares; 2025Q4: 111,579 shares 111,579 $6.69M 0.78% -35,024 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,869 shares; 2025Q4: 128,136 shares 128,136 $6.63M 0.77% +37,267 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,353 shares; 2025Q4: 46,672 shares 46,672 $6.43M 0.75% +20,319 Timeline HAPI HARBOR ETF TRUST More: the full row for HARBOR 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: 125,394 shares; 2025Q2: 128,441 shares; 2025Q3: 143,090 shares; 2025Q4: 148,208 shares 148,208 $6.08M 0.71% +5,118 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,097 shares; 2024Q4: 246,859 shares; 2025Q1: 199,417 shares; 2025Q2: 258,097 shares; 2025Q3: 182,427 shares; 2025Q4: 182,220 shares 182,220 $5.93M 0.69% -207 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: 17,552 shares; 2024Q4: 17,325 shares; 2025Q1: 16,171 shares; 2025Q2: 16,561 shares; 2025Q3: 71,809 shares; 2025Q4: 76,797 shares 76,797 $5.92M 0.69% +4,988 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,857 shares; 2025Q4: 61,941 shares 61,941 $5.9M 0.69% +3,084 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: 23,385 shares; 2024Q4: 24,208 shares; 2025Q1: 18,988 shares; 2025Q2: 18,992 shares; 2025Q3: 18,386 shares; 2025Q4: 18,467 shares 18,467 $5.79M 0.68% +81 Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR 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: 131,634 shares; 2025Q4: 138,852 shares 138,852 $5.72M 0.67% +7,218 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: 9,136 shares; 2024Q4: 9,190 shares; 2025Q1: 9,171 shares; 2025Q2: 9,144 shares; 2025Q3: 13,475 shares; 2025Q4: 25,023 shares 25,023 $5.18M 0.6% +11,548 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,374 shares; 2025Q1: 105,015 shares; 2025Q2: 131,323 shares; 2025Q3: 140,185 shares; 2025Q4: 140,917 shares 140,917 $4.86M 0.57% +732 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: 17,557 shares; 2024Q4: 17,435 shares; 2025Q1: 14,090 shares; 2025Q2: 11,900 shares; 2025Q3: 10,746 shares; 2025Q4: 15,441 shares 15,441 $4.69M 0.55% +4,695 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158,001 shares; 2025Q2: 162,917 shares; 2025Q3: 164,420 shares; 2025Q4: 164,745 shares 164,745 $4.49M 0.52% +325 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,193 shares; 2025Q2: 35,790 shares; 2025Q3: 39,637 shares; 2025Q4: 37,732 shares 37,732 $4.44M 0.52% -1,905 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: 73,921 shares; 2024Q4: 72,344 shares; 2025Q1: 65,738 shares; 2025Q2: 67,209 shares; 2025Q3: 23,288 shares; 2025Q4: 22,054 shares 22,054 $4.21M 0.49% -1,234 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL 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: 138,198 shares 138,198 $4.19M 0.49% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,107 shares; 2025Q2: 64,214 shares; 2025Q3: 115,939 shares; 2025Q4: 120,031 shares 120,031 $4.02M 0.47% +4,092 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,896 shares; 2025Q3: 42,309 shares; 2025Q4: 53,493 shares 53,493 $3.93M 0.46% +11,184 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,911 shares; 2025Q4: 90,779 shares 90,779 $3.89M 0.45% +3,868 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,235 shares; 2025Q2: 14,477 shares; 2025Q3: 15,772 shares; 2025Q4: 16,029 shares 16,029 $3.65M 0.43% +257 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,883 shares; 2024Q4: 16,049 shares; 2025Q1: 11,554 shares; 2025Q2: 11,108 shares; 2025Q3: 10,731 shares; 2025Q4: 10,726 shares 10,726 $3.62M 0.42% -5 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,423 shares; 2025Q2: 37,086 shares; 2025Q3: 38,001 shares; 2025Q4: 23,170 shares 23,170 $3.56M 0.41% -14,831 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: not reported; 2024Q4: 71,315 shares; 2025Q1: 78,056 shares; 2025Q2: 98,344 shares; 2025Q3: 107,979 shares; 2025Q4: 108,894 shares 108,894 $3.45M 0.4% +915 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: 5,372 shares; 2024Q4: 5,431 shares; 2025Q1: 5,672 shares; 2025Q2: 5,560 shares; 2025Q3: 5,450 shares; 2025Q4: 3,966 shares 3,966 $3.42M 0.4% -1,484 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,237 shares 23,237 $3.35M 0.39% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,991 shares 140,991 $3.29M 0.38% new 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: 30,617 shares; 2025Q1: 37,065 shares; 2025Q2: 26,872 shares; 2025Q3: 25,617 shares; 2025Q4: 24,966 shares 24,966 $3.27M 0.38% -651 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: 4,549 shares; 2024Q4: 4,479 shares; 2025Q1: 4,617 shares; 2025Q2: 4,575 shares; 2025Q3: 4,578 shares; 2025Q4: 20,865 shares 20,865 $3.23M 0.38% +16,287 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 14,148 shares 14,148 $3.22M 0.38% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,636 shares; 2025Q2: 19,041 shares; 2025Q3: 37,507 shares; 2025Q4: 38,400 shares 38,400 $3.2M 0.37% +893 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: 59,326 shares; 2024Q4: 60,194 shares; 2025Q1: 18,577 shares; 2025Q2: 17,749 shares; 2025Q3: 14,367 shares; 2025Q4: 14,249 shares 14,249 $3.13M 0.36% -118 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: 4,435 shares; 2024Q4: 9,277 shares; 2025Q1: 46,454 shares; 2025Q2: 49,254 shares; 2025Q3: 52,681 shares; 2025Q4: 54,340 shares 54,340 $3.11M 0.36% +1,659 Timeline AELV HARBOR ETF TRUST More: the full row for HARBOR 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: 18,896 shares; 2025Q2: 32,678 shares; 2025Q3: 129,374 shares; 2025Q4: 131,971 shares 131,971 $3.11M 0.36% +2,597 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: 4,765 shares; 2024Q4: 4,765 shares; 2025Q1: 4,771 shares; 2025Q2: 4,595 shares; 2025Q3: 4,445 shares; 2025Q4: 4,120 shares 4,120 $3.11M 0.36% -325 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: 2,507 shares; 2024Q4: 2,539 shares; 2025Q1: 2,559 shares; 2025Q2: 3,023 shares; 2025Q3: 3,335 shares; 2025Q4: 33,117 shares 33,117 $3.11M 0.36% +29,782 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: 37,136 shares; 2024Q4: 24,821 shares; 2025Q1: 26,724 shares; 2025Q2: 22,937 shares; 2025Q3: 18,682 shares; 2025Q4: 17,381 shares 17,381 $3.09M 0.36% -1,301 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,612 shares; 2025Q1: 4,701 shares; 2025Q2: 4,277 shares; 2025Q3: 4,276 shares; 2025Q4: 4,254 shares 4,254 $2.91M 0.34% -22 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: 47,959 shares; 2024Q4: 49,885 shares; 2025Q1: 46,672 shares; 2025Q2: 45,960 shares; 2025Q3: 45,827 shares; 2025Q4: 46,132 shares 46,132 $2.88M 0.34% +305 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,877 shares; 2025Q1: 5,142 shares; 2025Q2: 3,779 shares; 2025Q3: 4,196 shares; 2025Q4: 4,197 shares 4,197 $2.86M 0.33% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,209 shares; 2024Q4: 28,190 shares; 2025Q1: 34,092 shares; 2025Q2: 34,935 shares; 2025Q3: 33,839 shares; 2025Q4: 22,202 shares 22,202 $2.67M 0.31% -11,637 Timeline AOA 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: 29,533 shares; 2024Q4: 28,788 shares; 2025Q1: 28,720 shares; 2025Q2: 28,719 shares; 2025Q3: 28,952 shares; 2025Q4: 28,634 shares 28,634 $2.56M 0.3% -318 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: 31,783 shares; 2024Q4: 31,337 shares; 2025Q1: 30,932 shares; 2025Q2: 29,593 shares; 2025Q3: 30,524 shares; 2025Q4: 30,862 shares 30,862 $2.56M 0.3% +338 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,040 shares; 2024Q4: 15,896 shares; 2025Q1: 15,845 shares; 2025Q2: 15,845 shares; 2025Q3: 15,845 shares; 2025Q4: 16,299 shares 16,299 $2.49M 0.29% +454 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,930 shares; 2025Q1: 2,039 shares; 2025Q2: 3,050 shares; 2025Q3: 5,273 shares; 2025Q4: 5,488 shares 5,488 $2.47M 0.29% +215 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: 4,084 shares; 2024Q4: 4,152 shares; 2025Q1: 2,447 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,291 shares 2,291 $2.46M 0.29% -15 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 14,222 shares; 2025Q3: 14,377 shares; 2025Q4: 9,932 shares 9,932 $2.41M 0.28% -4,445 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,100 shares; 2025Q3: 13,075 shares; 2025Q4: 13,761 shares 13,761 $2.36M 0.27% +686 Timeline IBDW 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: 114,098 shares; 2024Q4: 112,738 shares; 2025Q1: 112,023 shares; 2025Q2: 106,932 shares; 2025Q3: 111,309 shares; 2025Q4: 111,344 shares 111,344 $2.35M 0.27% +35 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: 32,495 shares; 2024Q4: 24,402 shares; 2025Q1: 21,659 shares; 2025Q2: 21,618 shares; 2025Q3: 8,091 shares; 2025Q4: 7,783 shares 7,783 $2.35M 0.27% -308 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933,151 shares; 2025Q4: 943,053 shares 943,053 $2.33M 0.27% +9,902 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: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.26% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,543 shares 20,543 $2.26M 0.26% new Timeline BBUS 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: 87,237 shares; 2024Q4: 99,720 shares; 2025Q1: 85,828 shares; 2025Q2: 62,679 shares; 2025Q3: 19,358 shares; 2025Q4: 18,158 shares 18,158 $2.24M 0.26% -1,200 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,535 shares 25,535 $2.23M 0.26% new Timeline IBDX 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: 84,699 shares; 2024Q4: 83,732 shares; 2025Q1: 83,939 shares; 2025Q2: 79,915 shares; 2025Q3: 86,168 shares; 2025Q4: 86,556 shares 86,556 $2.21M 0.26% +388 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 7,035 shares; 2025Q1: 27,913 shares; 2025Q2: 31,864 shares; 2025Q3: 129,370 shares; 2025Q4: 47,578 shares 47,578 $2.17M 0.25% -81,792 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: 15,707 shares; 2024Q4: 15,513 shares; 2025Q1: 14,971 shares; 2025Q2: 15,857 shares; 2025Q3: 15,047 shares; 2025Q4: 15,150 shares 15,150 $2.17M 0.25% +103 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: 9,410 shares; 2024Q4: 13,090 shares; 2025Q1: 16,669 shares; 2025Q2: 10,626 shares; 2025Q3: 10,718 shares; 2025Q4: 10,134 shares 10,134 $2.17M 0.25% -584 Timeline IBDZ 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: 75,627 shares; 2025Q1: 82,305 shares; 2025Q2: 79,137 shares; 2025Q3: 81,999 shares; 2025Q4: 81,995 shares 81,995 $2.16M 0.25% -4 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: 32,217 shares; 2024Q4: 21,528 shares; 2025Q1: 21,982 shares; 2025Q2: 24,243 shares; 2025Q3: 10,320 shares; 2025Q4: 9,997 shares 9,997 $2.12M 0.25% -323 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: not reported; 2025Q1: 45,672 shares; 2025Q2: 17,361 shares; 2025Q3: 17,743 shares; 2025Q4: 18,043 shares 18,043 $2.09M 0.24% +300 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,166 shares; 2025Q4: 25,606 shares 25,606 $2.08M 0.24% +440 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 2,914 shares; 2025Q4: 3,165 shares 3,165 $2.07M 0.24% +251 Timeline IBDY 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: 73,338 shares; 2024Q4: 75,589 shares; 2025Q1: 77,203 shares; 2025Q2: 73,675 shares; 2025Q3: 77,364 shares; 2025Q4: 78,629 shares 78,629 $2.06M 0.24% +1,265 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: 177,719 shares; 2024Q4: 175,418 shares; 2025Q1: 52,671 shares; 2025Q2: 47,805 shares; 2025Q3: 40,358 shares; 2025Q4: 39,946 shares 39,946 $2.03M 0.24% -412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,470 shares; 2025Q4: 25,155 shares 25,155 $2.03M 0.24% +8,685 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 8,699 shares; 2025Q1: 8,988 shares; 2025Q2: 7,018 shares; 2025Q3: 6,810 shares; 2025Q4: 6,829 shares 6,829 $2.02M 0.24% +19 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: 9,791 shares; 2024Q4: 9,763 shares; 2025Q1: 12,221 shares; 2025Q2: 9,061 shares; 2025Q3: 5,842 shares; 2025Q4: 5,835 shares 5,835 $2.01M 0.23% -7 Timeline IBCA 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: 76,467 shares 76,467 $1.98M 0.23% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,684 shares; 2024Q4: 302,422 shares; 2025Q1: 172,211 shares; 2025Q2: 188,872 shares; 2025Q3: 46,229 shares; 2025Q4: 43,106 shares 43,106 $1.95M 0.23% -3,123 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: 83,942 shares; 2024Q4: 69,718 shares; 2025Q1: 67,857 shares; 2025Q2: 37,807 shares; 2025Q3: 36,128 shares; 2025Q4: 35,729 shares 35,729 $1.92M 0.22% -399 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,621 shares 30,621 $1.91M 0.22% new Timeline MATR HARBOR ETF TRUST More: the full row for HARBOR 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: 70,281 shares; 2025Q4: 70,979 shares 70,979 $1.86M 0.22% +698 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: 42,338 shares; 2025Q3: 81,724 shares; 2025Q4: 72,040 shares 72,040 $1.84M 0.21% -9,684 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,675 shares; 2024Q4: 16,463 shares; 2025Q1: 22,624 shares; 2025Q2: 13,555 shares; 2025Q3: 7,125 shares; 2025Q4: 7,116 shares 7,116 $1.83M 0.21% -9 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 14,545 shares 14,545 $1.73M 0.2% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,579 shares; 2025Q4: 14,942 shares 14,942 $1.72M 0.2% +5,363 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,610 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $1.7M 0.2% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,956 shares 37,956 $1.69M 0.2% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 7,950 shares; 2025Q1: 7,946 shares; 2025Q2: 8,046 shares; 2025Q3: 6,846 shares; 2025Q4: 6,846 shares 6,846 $1.69M 0.2% 0 Timeline FOXA FOX CORP More: the full row for FOX 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: 14,889 shares; 2025Q3: 24,410 shares; 2025Q4: 22,274 shares 22,274 $1.63M 0.19% -2,136 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,257 shares; 2024Q4: 16,262 shares; 2025Q1: 16,308 shares; 2025Q2: 16,216 shares; 2025Q3: 16,078 shares; 2025Q4: 16,150 shares 16,150 $1.61M 0.19% +72 Timeline MGC 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: 15,848 shares; 2024Q4: 16,098 shares; 2025Q1: 6,830 shares; 2025Q2: 6,807 shares; 2025Q3: 6,436 shares; 2025Q4: 6,417 shares 6,417 $1.61M 0.19% -19 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: 40,928 shares; 2024Q4: 40,925 shares; 2025Q1: 26,404 shares; 2025Q2: 24,972 shares; 2025Q3: 22,434 shares; 2025Q4: 20,015 shares 20,015 $1.61M 0.19% -2,419 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,210 shares; 2024Q4: 23,235 shares; 2025Q1: 9,573 shares; 2025Q2: 8,192 shares; 2025Q3: 8,343 shares; 2025Q4: 8,192 shares 8,192 $1.57M 0.18% -151 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,675 shares; 2024Q4: 187,717 shares; 2025Q1: 36,078 shares; 2025Q2: 33,723 shares; 2025Q3: 25,927 shares; 2025Q4: 25,531 shares 25,531 $1.56M 0.18% -396 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: 6,960 shares; 2024Q4: 6,533 shares; 2025Q1: 6,266 shares; 2025Q2: 6,271 shares; 2025Q3: 6,235 shares; 2025Q4: 6,234 shares 6,234 $1.5M 0.18% -1 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: 268 shares; 2024Q4: 257 shares; 2025Q1: 240 shares; 2025Q2: 238 shares; 2025Q3: 284 shares; 2025Q4: 279 shares 279 $1.49M 0.17% -5 Timeline JQUA 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: 194,483 shares; 2024Q4: 159,236 shares; 2025Q1: 34,056 shares; 2025Q2: 33,036 shares; 2025Q3: 23,942 shares; 2025Q4: 23,495 shares 23,495 $1.48M 0.17% -447 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: 7,858 shares; 2024Q4: 7,882 shares; 2025Q1: 9,712 shares; 2025Q2: 9,186 shares; 2025Q3: 9,008 shares; 2025Q4: 8,609 shares 8,609 $1.47M 0.17% -399 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: 4,021 shares; 2024Q4: 4,101 shares; 2025Q1: 2,737 shares; 2025Q2: 2,881 shares; 2025Q3: 2,721 shares; 2025Q4: 2,512 shares 2,512 $1.46M 0.17% -209 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: 7,830 shares; 2024Q4: 7,679 shares; 2025Q1: 6,727 shares; 2025Q2: 6,716 shares; 2025Q3: 6,690 shares; 2025Q4: 6,144 shares 6,144 $1.42M 0.17% -546 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,738 shares; 2024Q4: 57,028 shares; 2025Q1: 58,774 shares; 2025Q2: 56,394 shares; 2025Q3: 57,875 shares; 2025Q4: 58,392 shares 58,392 $1.41M 0.16% +517 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $1.41M 0.16% new 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: 15,424 shares; 2024Q4: 15,130 shares; 2025Q1: 7,903 shares; 2025Q2: 8,859 shares; 2025Q3: 7,989 shares; 2025Q4: 7,915 shares 7,915 $1.37M 0.16% -74 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: 6,509 shares; 2024Q4: 6,579 shares; 2025Q1: 8,559 shares; 2025Q2: 3,832 shares; 2025Q3: 2,928 shares; 2025Q4: 2,831 shares 2,831 $1.37M 0.16% -97 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: 948 shares; 2024Q4: 929 shares; 2025Q1: 904 shares; 2025Q2: 2,276 shares; 2025Q3: 1,933 shares; 2025Q4: 1,666 shares 1,666 $1.37M 0.16% -267 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,631 shares; 2025Q2: 25,992 shares; 2025Q3: 16,734 shares; 2025Q4: 14,632 shares 14,632 $1.36M 0.16% -2,102 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: 7,041 shares; 2024Q4: 7,014 shares; 2025Q1: 7,029 shares; 2025Q2: 7,010 shares; 2025Q3: 6,965 shares; 2025Q4: 6,986 shares 6,986 $1.36M 0.16% +21 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: 12,003 shares; 2024Q4: 12,103 shares; 2025Q1: 13,498 shares; 2025Q2: 14,443 shares; 2025Q3: 7,263 shares; 2025Q4: 7,268 shares 7,268 $1.33M 0.16% +5 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: 8,777 shares; 2024Q4: 8,821 shares; 2025Q1: 11,140 shares; 2025Q2: 5,035 shares; 2025Q3: 4,439 shares; 2025Q4: 4,338 shares 4,338 $1.33M 0.15% -101 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,664 shares; 2024Q4: 53,161 shares; 2025Q1: 52,296 shares; 2025Q2: 49,954 shares; 2025Q3: 51,229 shares; 2025Q4: 51,254 shares 51,254 $1.3M 0.15% +25 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: 12,592 shares; 2024Q4: 12,349 shares; 2025Q1: 12,391 shares; 2025Q2: 12,434 shares; 2025Q3: 12,361 shares; 2025Q4: 12,269 shares 12,269 $1.29M 0.15% -92 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,629 shares; 2025Q4: 15,951 shares 15,951 $1.28M 0.15% -14,678 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,358 shares 24,358 $1.27M 0.15% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,095 shares; 2025Q2: 10,095 shares; 2025Q3: 10,094 shares; 2025Q4: 10,094 shares 10,094 $1.24M 0.14% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,248 shares; 2024Q4: 52,649 shares; 2025Q1: 51,759 shares; 2025Q2: 49,315 shares; 2025Q3: 50,674 shares; 2025Q4: 50,992 shares 50,992 $1.24M 0.14% +318 Timeline SMLL HARBOR ETF TRUST More: the full row for HARBOR 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: 49,214 shares; 2025Q2: 136,711 shares; 2025Q3: 215,597 shares; 2025Q4: 62,027 shares 62,027 $1.24M 0.14% -153,570 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,055 shares; 2024Q4: 55,426 shares; 2025Q1: 54,459 shares; 2025Q2: 51,829 shares; 2025Q3: 53,126 shares; 2025Q4: 52,645 shares 52,645 $1.23M 0.14% -481 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: 12,910 shares; 2024Q4: 14,929 shares; 2025Q1: 12,130 shares; 2025Q2: 11,710 shares; 2025Q3: 11,890 shares; 2025Q4: 11,385 shares 11,385 $1.22M 0.14% -505 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,955 shares; 2024Q4: 59,093 shares; 2025Q1: 57,432 shares; 2025Q2: 54,710 shares; 2025Q3: 55,499 shares; 2025Q4: 54,994 shares 54,994 $1.21M 0.14% -505 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: 5,581 shares; 2024Q4: 5,315 shares; 2025Q1: 5,329 shares; 2025Q2: 5,331 shares; 2025Q3: 5,246 shares; 2025Q4: 5,276 shares 5,276 $1.21M 0.14% +30 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: 14,544 shares; 2024Q4: 14,488 shares; 2025Q1: 25,954 shares; 2025Q2: 29,541 shares; 2025Q3: 13,817 shares; 2025Q4: 26,957 shares 26,957 $1.21M 0.14% +13,140 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,519 shares; 2024Q4: 31,544 shares; 2025Q1: 33,633 shares; 2025Q2: 15,677 shares; 2025Q3: 13,657 shares; 2025Q4: 13,644 shares 13,644 $1.19M 0.14% -13 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 34,613 shares 34,613 $1.17M 0.14% new 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: 11,020 shares; 2024Q4: 11,117 shares; 2025Q1: 15,844 shares; 2025Q2: 21,526 shares; 2025Q3: 7,773 shares; 2025Q4: 7,651 shares 7,651 $1.17M 0.14% -122 Timeline JPME 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: 10,693 shares; 2025Q2: 10,693 shares; 2025Q3: 10,693 shares; 2025Q4: 10,693 shares 10,693 $1.16M 0.14% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,763 shares; 2024Q4: 13,754 shares; 2025Q1: 13,600 shares; 2025Q2: 14,496 shares; 2025Q3: 14,219 shares; 2025Q4: 12,913 shares 12,913 $1.13M 0.13% -1,306 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: 7,790 shares; 2024Q4: 8,024 shares; 2025Q1: 10,271 shares; 2025Q2: 10,867 shares; 2025Q3: 11,881 shares; 2025Q4: 4,204 shares 4,204 $1.11M 0.13% -7,677 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: 10,498 shares; 2024Q4: 8,042 shares; 2025Q1: 8,042 shares; 2025Q2: 8,042 shares; 2025Q3: 8,042 shares; 2025Q4: 7,866 shares 7,866 $1.11M 0.13% -176 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,887 shares; 2025Q2: 23,345 shares; 2025Q3: 23,617 shares; 2025Q4: 24,786 shares 24,786 $1.1M 0.13% +1,169 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,547 shares; 2025Q3: 91,166 shares; 2025Q4: 91,231 shares 91,231 $1.07M 0.12% +65 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: 133,296 shares; 2024Q4: 121,783 shares; 2025Q1: 40,684 shares; 2025Q2: 34,687 shares; 2025Q3: 10,326 shares; 2025Q4: 10,277 shares 10,277 $1.06M 0.12% -49 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO 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: 46,806 shares; 2025Q3: 108,665 shares; 2025Q4: 88,934 shares 88,934 $1.05M 0.12% -19,731 Timeline JTEK 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: 13,554 shares; 2025Q2: 11,247 shares; 2025Q3: 11,130 shares; 2025Q4: 11,394 shares 11,394 $1.03M 0.12% +264 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: 1,364 shares; 2024Q4: 1,071 shares; 2025Q1: 3,092 shares; 2025Q2: 2,720 shares; 2025Q3: 2,748 shares; 2025Q4: 2,431 shares 2,431 $1.03M 0.12% -317 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: 2,481 shares; 2024Q4: 2,564 shares; 2025Q1: 2,573 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares 2,564 $1.02M 0.12% 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: 8,853 shares; 2024Q4: 8,939 shares; 2025Q1: 14,564 shares; 2025Q2: 4,107 shares; 2025Q3: 3,039 shares; 2025Q4: 3,019 shares 3,019 $997K 0.12% -20 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,276 shares; 2025Q1: 30,462 shares; 2025Q2: 26,382 shares; 2025Q3: 26,499 shares; 2025Q4: 27,154 shares 27,154 $995K 0.12% +655 Timeline FDL 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: 16,195 shares; 2024Q4: 16,195 shares; 2025Q1: 16,195 shares; 2025Q2: 28,355 shares; 2025Q3: 22,355 shares; 2025Q4: 22,355 shares 22,355 $991K 0.12% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 19,013 shares; 2025Q2: 16,046 shares; 2025Q3: 5,402 shares; 2025Q4: 5,534 shares 5,534 $988K 0.12% +132 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 50,076 shares; 2025Q2: 60,286 shares; 2025Q3: 17,339 shares; 2025Q4: 14,658 shares 14,658 $974K 0.11% -2,681 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: 4,055 shares; 2024Q4: 4,079 shares; 2025Q1: 3,344 shares; 2025Q2: 1,613 shares; 2025Q3: 1,461 shares; 2025Q4: 1,464 shares 1,464 $970K 0.11% +3 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,380 shares; 2025Q1: 1,947 shares; 2025Q2: 2,191 shares; 2025Q3: 2,504 shares; 2025Q4: 2,892 shares 2,892 $970K 0.11% +388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares 1,690 $949K 0.11% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,461 shares; 2024Q4: 8,455 shares; 2025Q1: 8,412 shares; 2025Q2: 7,994 shares; 2025Q3: 7,970 shares; 2025Q4: 7,964 shares 7,964 $933K 0.11% -6 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: 3,863 shares; 2024Q4: 3,863 shares; 2025Q1: 3,871 shares; 2025Q2: 3,863 shares; 2025Q3: 3,863 shares; 2025Q4: 7,725 shares 7,725 $922K 0.11% +3,862 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: 18,121 shares; 2024Q4: 18,127 shares; 2025Q1: 18,202 shares; 2025Q2: 17,994 shares; 2025Q3: 18,120 shares; 2025Q4: 17,789 shares 17,789 $904K 0.11% -331 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: 24,755 shares; 2024Q4: 25,100 shares; 2025Q1: 13,800 shares; 2025Q2: 23,316 shares; 2025Q3: 22,769 shares; 2025Q4: 22,182 shares 22,182 $890K 0.1% -587 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,342 shares; 2024Q4: 47,219 shares; 2025Q1: 113,408 shares; 2025Q2: 144,978 shares; 2025Q3: 38,835 shares; 2025Q4: 32,379 shares 32,379 $885K 0.1% -6,456 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: 677 shares; 2024Q4: 682 shares; 2025Q1: 3,481 shares; 2025Q2: 1,713 shares; 2025Q3: 992 shares; 2025Q4: 988 shares 988 $869K 0.1% -4 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 94,250 shares; 2025Q2: 115,000 shares; 2025Q3: 28,805 shares; 2025Q4: 23,456 shares 23,456 $865K 0.1% -5,349 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,936 shares; 2025Q3: 105,949 shares; 2025Q4: 106,604 shares 106,604 $860K 0.1% +655 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,719 shares; 2024Q4: 111,925 shares; 2025Q1: 97,493 shares; 2025Q2: 97,909 shares; 2025Q3: 11,573 shares; 2025Q4: 10,813 shares 10,813 $852K 0.1% -760 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: 15,711 shares; 2024Q4: 16,407 shares; 2025Q1: 20,749 shares; 2025Q2: 8,120 shares; 2025Q3: 5,251 shares; 2025Q4: 5,233 shares 5,233 $852K 0.1% -18 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: 5,405 shares; 2025Q2: 4,632 shares; 2025Q3: 4,695 shares; 2025Q4: 4,823 shares 4,823 $840K 0.1% +128 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,475 shares; 2025Q1: 8,475 shares; 2025Q2: 8,494 shares; 2025Q3: 8,232 shares; 2025Q4: 8,237 shares 8,237 $823K 0.1% +5 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 8,603 shares; 2025Q2: 8,102 shares; 2025Q3: 8,242 shares; 2025Q4: 7,848 shares 7,848 $812K 0.09% -394 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: 5,663 shares; 2024Q4: 4,129 shares; 2025Q1: 3,453 shares; 2025Q2: 4,234 shares; 2025Q3: 4,109 shares; 2025Q4: 4,141 shares 4,141 $807K 0.09% +32 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,019 shares; 2025Q2: 2,017 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares 2,024 $805K 0.09% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,961 shares; 2024Q4: 21,960 shares; 2025Q1: 16,844 shares; 2025Q2: 16,730 shares; 2025Q3: 17,073 shares; 2025Q4: 15,993 shares 15,993 $804K 0.09% -1,080 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: not reported; 2024Q4: not reported; 2025Q1: 21,511 shares; 2025Q2: 21,921 shares; 2025Q3: 21,694 shares; 2025Q4: 21,794 shares 21,794 $804K 0.09% +100 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,424 shares; 2025Q1: 5,424 shares; 2025Q2: 5,431 shares; 2025Q3: 5,425 shares; 2025Q4: 4,994 shares 4,994 $796K 0.09% -431 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: 23,238 shares; 2024Q4: 26,936 shares; 2025Q1: 7,007 shares; 2025Q2: 5,937 shares; 2025Q3: 5,562 shares; 2025Q4: 5,497 shares 5,497 $789K 0.09% -65 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,242 shares; 2024Q4: 14,442 shares; 2025Q1: 19,234 shares; 2025Q2: 6,628 shares; 2025Q3: 6,126 shares; 2025Q4: 6,003 shares 6,003 $783K 0.09% -123 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: 20,837 shares; 2024Q4: 20,405 shares; 2025Q1: 20,037 shares; 2025Q2: 19,794 shares; 2025Q3: 19,235 shares; 2025Q4: 19,216 shares 19,216 $783K 0.09% -19 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: 13,378 shares; 2024Q4: 13,382 shares; 2025Q1: 13,374 shares; 2025Q2: 13,324 shares; 2025Q3: 13,318 shares; 2025Q4: 13,267 shares 13,267 $777K 0.09% -51 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: 1,087 shares; 2024Q4: 1,095 shares; 2025Q1: 1,189 shares; 2025Q2: 1,168 shares; 2025Q3: 1,236 shares; 2025Q4: 1,173 shares 1,173 $774K 0.09% -63 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: 3,610 shares; 2024Q4: 3,613 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 3,665 shares; 2025Q4: 3,665 shares 3,665 $771K 0.09% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 2,666 shares; 2025Q4: 2,654 shares 2,654 $757K 0.09% -12 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,269 shares; 2025Q1: 5,058 shares; 2025Q2: 3,223 shares; 2025Q3: 3,607 shares; 2025Q4: 3,667 shares 3,667 $756K 0.09% +60 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 58,624 shares; 2025Q1: 98,733 shares; 2025Q2: 28,131 shares; 2025Q3: 26,168 shares; 2025Q4: 45,589 shares 45,589 $747K 0.09% +19,421 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 30,853 shares; 2025Q2: 30,850 shares; 2025Q3: 30,850 shares; 2025Q4: 10,071 shares 10,071 $742K 0.09% -20,779 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: 7,154 shares; 2024Q4: 7,161 shares; 2025Q1: 7,978 shares; 2025Q2: 13,293 shares; 2025Q3: 13,355 shares; 2025Q4: 13,320 shares 13,320 $711K 0.08% -35 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: 7,195 shares; 2024Q4: 8,067 shares; 2025Q1: 7,025 shares; 2025Q2: 6,863 shares; 2025Q3: 6,955 shares; 2025Q4: 6,650 shares 6,650 $710K 0.08% -305 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: 5,313 shares; 2025Q1: 5,576 shares; 2025Q2: 4,811 shares; 2025Q3: 5,244 shares; 2025Q4: 5,369 shares 5,369 $698K 0.08% +125 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,699 shares; 2024Q4: 33,769 shares; 2025Q1: 33,765 shares; 2025Q2: 31,369 shares; 2025Q3: 31,402 shares; 2025Q4: 26,402 shares 26,402 $691K 0.08% -5,000 Timeline BOTZ 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: 22,144 shares; 2024Q4: 23,130 shares; 2025Q1: 23,013 shares; 2025Q2: 21,221 shares; 2025Q3: 18,558 shares; 2025Q4: 18,991 shares 18,991 $688K 0.08% +433 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 34,713 shares; 2025Q1: 34,713 shares; 2025Q2: 40,713 shares; 2025Q3: 39,213 shares; 2025Q4: 41,489 shares 41,489 $684K 0.08% +2,276 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,764 shares; 2025Q1: 6,070 shares; 2025Q2: 5,326 shares; 2025Q3: 5,317 shares; 2025Q4: 3,363 shares 3,363 $683K 0.08% -1,954 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: 1,161 shares; 2024Q4: 1,169 shares; 2025Q1: 1,137 shares; 2025Q2: 1,170 shares; 2025Q3: 1,182 shares; 2025Q4: 1,191 shares 1,191 $682K 0.08% +9 Timeline TIMB TIM S A More: the full row for TIM 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: not reported; 2025Q3: not reported; 2025Q4: 34,766 shares 34,766 $676K 0.08% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,744 shares; 2024Q4: 6,835 shares; 2025Q1: 3,053 shares; 2025Q2: 3,197 shares; 2025Q3: 2,840 shares; 2025Q4: 2,735 shares 2,735 $676K 0.08% -105 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: 8,552 shares; 2024Q4: 8,405 shares; 2025Q1: 8,252 shares; 2025Q2: 7,832 shares; 2025Q3: 7,853 shares; 2025Q4: 7,986 shares 7,986 $653K 0.08% +133 Timeline HERO 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: 11,727 shares; 2024Q4: 30,230 shares; 2025Q1: 27,246 shares; 2025Q2: 18,179 shares; 2025Q3: 21,135 shares; 2025Q4: 21,812 shares 21,812 $649K 0.08% +677 Timeline APA APA CORPORATION More: the full row for APA 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: 59,006 shares; 2025Q3: 46,063 shares; 2025Q4: 26,464 shares 26,464 $647K 0.08% -19,599 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: 55,871 shares; 2024Q4: 28,011 shares; 2025Q1: 26,293 shares; 2025Q2: 23,135 shares; 2025Q3: 9,688 shares; 2025Q4: 9,188 shares 9,188 $640K 0.07% -500 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,679 shares; 2025Q1: 25,488 shares; 2025Q2: 31,217 shares; 2025Q3: 28,794 shares; 2025Q4: 29,446 shares 29,446 $621K 0.07% +652 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 5,140 shares; 2025Q1: 6,576 shares; 2025Q2: 5,275 shares; 2025Q3: 5,190 shares; 2025Q4: 5,658 shares 5,658 $620K 0.07% +468 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: 5,106 shares; 2024Q4: 4,266 shares; 2025Q1: 8,864 shares; 2025Q2: 7,679 shares; 2025Q3: 7,637 shares; 2025Q4: 7,791 shares 7,791 $619K 0.07% +154 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: 5,192 shares; 2024Q4: 5,303 shares; 2025Q1: 7,300 shares; 2025Q2: 4,706 shares; 2025Q3: 2,464 shares; 2025Q4: 2,352 shares 2,352 $617K 0.07% -112 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,136 shares; 2025Q1: 4,162 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares 4,130 $615K 0.07% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 6,047 shares; 2025Q3: 6,027 shares; 2025Q4: 6,041 shares 6,041 $614K 0.07% +14 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: 4,935 shares; 2024Q4: 4,548 shares; 2025Q1: 3,815 shares; 2025Q2: 5,750 shares; 2025Q3: 5,396 shares; 2025Q4: 5,250 shares 5,250 $597K 0.07% -146 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: 7,426 shares; 2024Q4: 7,599 shares; 2025Q1: 2,063 shares; 2025Q2: 2,151 shares; 2025Q3: 1,804 shares; 2025Q4: 1,770 shares 1,770 $596K 0.07% -34 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: 1,929 shares; 2024Q4: 2,356 shares; 2025Q1: 1,191 shares; 2025Q2: 1,095 shares; 2025Q3: 1,105 shares; 2025Q4: 947 shares 947 $582K 0.07% -158 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,264 shares; 2024Q4: 87,734 shares; 2025Q1: 5,484 shares; 2025Q2: 2,005 shares; 2025Q3: not reported; 2025Q4: 5,254 shares 5,254 $579K 0.07% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 8,171 shares; 2025Q1: 4,084 shares; 2025Q2: 4,084 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares 4,084 $578K 0.07% 0 Timeline AIRR 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: 6,593 shares; 2024Q4: 7,088 shares; 2025Q1: 7,394 shares; 2025Q2: 5,710 shares; 2025Q3: 5,617 shares; 2025Q4: 5,727 shares 5,727 $563K 0.07% +110 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,875 shares; 2025Q1: 7,337 shares; 2025Q2: 5,639 shares; 2025Q3: 3,934 shares; 2025Q4: 3,860 shares 3,860 $554K 0.06% -74 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,175 shares; 2025Q1: 9,812 shares; 2025Q2: 9,888 shares; 2025Q3: 9,426 shares; 2025Q4: 8,490 shares 8,490 $552K 0.06% -936 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: 670 shares; 2024Q4: 2,159 shares; 2025Q1: 2,944 shares; 2025Q2: 1,333 shares; 2025Q3: 1,226 shares; 2025Q4: 514 shares 514 $550K 0.06% -712 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: 5,900 shares; 2024Q4: 5,200 shares; 2025Q1: 5,233 shares; 2025Q2: 5,172 shares; 2025Q3: 5,119 shares; 2025Q4: 2,954 shares 2,954 $547K 0.06% -2,165 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 17,418 shares; 2025Q1: 8,046 shares; 2025Q2: 7,167 shares; 2025Q3: 5,481 shares; 2025Q4: 4,938 shares 4,938 $541K 0.06% -543 Timeline MILN 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: 9,587 shares; 2024Q4: 9,541 shares; 2025Q1: 9,281 shares; 2025Q2: 9,968 shares; 2025Q3: 10,963 shares; 2025Q4: 11,336 shares 11,336 $532K 0.06% +373 Timeline FINX 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: 16,080 shares; 2024Q4: 12,515 shares; 2025Q1: 12,589 shares; 2025Q2: 14,787 shares; 2025Q3: 17,319 shares; 2025Q4: 17,931 shares 17,931 $528K 0.06% +612 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 6,240 shares; 2025Q1: 7,209 shares; 2025Q2: 3,220 shares; 2025Q3: 1,554 shares; 2025Q4: 1,511 shares 1,511 $521K 0.06% -43 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: 3,297 shares; 2024Q4: 3,297 shares; 2025Q1: 3,327 shares; 2025Q2: 3,297 shares; 2025Q3: 3,297 shares; 2025Q4: 3,297 shares 3,297 $511K 0.06% 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: 11,457 shares; 2024Q4: 11,968 shares; 2025Q1: 3,648 shares; 2025Q2: 2,760 shares; 2025Q3: 2,382 shares; 2025Q4: 2,240 shares 2,240 $505K 0.06% -142 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: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares 1,804 $504K 0.06% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,401 shares; 2025Q1: 5,413 shares; 2025Q2: 5,417 shares; 2025Q3: 5,410 shares; 2025Q4: 5,410 shares 5,410 $497K 0.06% 0 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,841 shares; 2024Q4: 21,918 shares; 2025Q1: 17,697 shares; 2025Q2: 13,982 shares; 2025Q3: 14,072 shares; 2025Q4: 14,436 shares 14,436 $489K 0.06% +364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,005 shares 2,005 $485K 0.06% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,144 shares; 2025Q3: 2,133 shares; 2025Q4: 2,143 shares 2,143 $485K 0.06% +10 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 18,340 shares; 2025Q1: 20,911 shares; 2025Q2: 15,709 shares; 2025Q3: 10,971 shares; 2025Q4: 11,226 shares 11,226 $480K 0.06% +255 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: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 817 shares; 2025Q3: 746 shares; 2025Q4: 746 shares 746 $468K 0.05% 0 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: 1,798 shares; 2024Q4: 1,800 shares; 2025Q1: 1,814 shares; 2025Q2: 1,853 shares; 2025Q3: 1,815 shares; 2025Q4: 1,806 shares 1,806 $467K 0.05% -9 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: 1,289 shares; 2024Q4: 1,495 shares; 2025Q1: 1,480 shares; 2025Q2: 1,900 shares; 2025Q3: 1,766 shares; 2025Q4: 1,693 shares 1,693 $459K 0.05% -73 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,763 shares; 2024Q4: 5,834 shares; 2025Q1: 2,815 shares; 2025Q2: 2,196 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares 1,365 $447K 0.05% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 8,160 shares; 2025Q1: 6,446 shares; 2025Q2: 7,580 shares; 2025Q3: 7,969 shares; 2025Q4: 8,099 shares 8,099 $445K 0.05% +130 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: 5,201 shares; 2024Q4: 5,204 shares; 2025Q1: 4,547 shares; 2025Q2: 4,552 shares; 2025Q3: 4,436 shares; 2025Q4: 4,432 shares 4,432 $440K 0.05% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,717 shares; 2025Q3: 16,217 shares; 2025Q4: 13,643 shares 13,643 $437K 0.05% -2,574 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: 3,730 shares; 2024Q4: 3,837 shares; 2025Q1: 3,482 shares; 2025Q2: 3,420 shares; 2025Q3: 3,321 shares; 2025Q4: 3,292 shares 3,292 $437K 0.05% -29 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: 911 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 867 shares; 2025Q3: 782 shares; 2025Q4: 841 shares 841 $429K 0.05% +59 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 3,094 shares; 2025Q4: 2,621 shares 2,621 $417K 0.05% -473 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 4,867 shares; 2025Q2: 5,126 shares; 2025Q3: 5,144 shares; 2025Q4: 5,237 shares 5,237 $417K 0.05% +93 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 20,801 shares; 2025Q2: 17,347 shares; 2025Q3: 21,221 shares; 2025Q4: 12,592 shares 12,592 $416K 0.05% -8,629 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,965 shares; 2024Q4: 112,905 shares; 2025Q1: 15,847 shares; 2025Q2: 9,344 shares; 2025Q3: 5,933 shares; 2025Q4: 5,909 shares 5,909 $412K 0.05% -24 Timeline ASAN ASANA INC More: the full row for ASANA 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: 30,000 shares 30,000 $411K 0.05% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,815 shares; 2024Q4: 15,815 shares; 2025Q1: 15,807 shares; 2025Q2: 16,384 shares; 2025Q3: 16,384 shares; 2025Q4: 15,423 shares 15,423 $395K 0.05% -961 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: 5,198 shares; 2024Q4: 5,308 shares; 2025Q1: 4,871 shares; 2025Q2: 6,024 shares; 2025Q3: 5,467 shares; 2025Q4: 5,629 shares 5,629 $394K 0.05% +162 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: 2,951 shares; 2024Q4: 3,541 shares; 2025Q1: 3,609 shares; 2025Q2: 1,755 shares; 2025Q3: 1,749 shares; 2025Q4: 1,771 shares 1,771 $388K 0.05% +22 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: not reported; 2025Q1: 393 shares; 2025Q2: 362 shares; 2025Q3: 372 shares; 2025Q4: 362 shares 362 $387K 0.05% -10 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: 1,647 shares; 2024Q4: 1,651 shares; 2025Q1: 1,674 shares; 2025Q2: 1,677 shares; 2025Q3: 1,687 shares; 2025Q4: 1,701 shares 1,701 $374K 0.04% +14 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: 17,015 shares; 2024Q4: 16,432 shares; 2025Q1: 15,701 shares; 2025Q2: 19,587 shares; 2025Q3: 16,296 shares; 2025Q4: 14,962 shares 14,962 $373K 0.04% -1,334 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: 2,143 shares; 2024Q4: 2,175 shares; 2025Q1: 2,263 shares; 2025Q2: 3,301 shares; 2025Q3: 2,282 shares; 2025Q4: 2,318 shares 2,318 $372K 0.04% +36 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: 3,464 shares; 2024Q4: 3,349 shares; 2025Q1: 3,388 shares; 2025Q2: 3,448 shares; 2025Q3: 3,095 shares; 2025Q4: 2,946 shares 2,946 $369K 0.04% -149 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 6,607 shares; 2025Q1: 6,298 shares; 2025Q2: 4,814 shares; 2025Q3: 4,716 shares; 2025Q4: 4,737 shares 4,737 $364K 0.04% +21 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,002 shares; 2025Q4: 5,007 shares 5,007 $364K 0.04% +5 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: 6,654 shares; 2024Q4: 6,654 shares; 2025Q1: 6,654 shares; 2025Q2: 6,439 shares; 2025Q3: 6,439 shares; 2025Q4: 6,586 shares 6,586 $360K 0.04% +147 Timeline JMST 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: 7,724 shares; 2024Q4: 8,920 shares; 2025Q1: 7,039 shares; 2025Q2: 7,006 shares; 2025Q3: 7,076 shares; 2025Q4: 6,899 shares 6,899 $351K 0.04% -177 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: 1,661 shares; 2024Q4: 1,657 shares; 2025Q1: 1,646 shares; 2025Q2: 1,635 shares; 2025Q3: 1,483 shares; 2025Q4: 1,510 shares 1,510 $346K 0.04% +27 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: 11,964 shares; 2024Q4: 12,144 shares; 2025Q1: 12,377 shares; 2025Q2: 13,994 shares; 2025Q3: 14,221 shares; 2025Q4: 13,709 shares 13,709 $341K 0.04% -512 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: 4,580 shares; 2025Q2: 4,583 shares; 2025Q3: 4,547 shares; 2025Q4: 4,553 shares 4,553 $325K 0.04% +6 Timeline IBMR 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: 12,271 shares; 2025Q2: 12,871 shares; 2025Q3: 13,760 shares; 2025Q4: 12,790 shares 12,790 $325K 0.04% -970 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 8,362 shares; 2025Q1: 7,845 shares; 2025Q2: 7,407 shares; 2025Q3: 6,953 shares; 2025Q4: 6,804 shares 6,804 $325K 0.04% -149 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 1,001 shares; 2025Q4: 1,021 shares 1,021 $314K 0.04% +20 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,606 shares; 2024Q4: 81,106 shares; 2025Q1: 47,361 shares; 2025Q2: 46,363 shares; 2025Q3: 3,765 shares; 2025Q4: 3,413 shares 3,413 $312K 0.04% -352 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,131 shares; 2024Q4: 7,283 shares; 2025Q1: 8,683 shares; 2025Q2: 3,470 shares; 2025Q3: 1,215 shares; 2025Q4: 1,240 shares 1,240 $311K 0.04% +25 Timeline IBMQ 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: 12,474 shares; 2024Q4: 12,474 shares; 2025Q1: 12,474 shares; 2025Q2: 13,065 shares; 2025Q3: 13,065 shares; 2025Q4: 12,095 shares 12,095 $309K 0.04% -970 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: not reported; 2024Q4: 6,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,047 shares 4,047 $305K 0.04% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 5,001 shares 5,001 $305K 0.04% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,544 shares; 2025Q1: 1,532 shares; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares 1,532 $304K 0.04% 0 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: 336 shares; 2024Q4: 341 shares; 2025Q1: 321 shares; 2025Q2: 352 shares; 2025Q3: 367 shares; 2025Q4: 1,973 shares 1,973 $302K 0.04% +1,606 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale 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: 6,627 shares 6,627 $302K 0.04% 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: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares 1,399 $297K 0.03% 0 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: 15,545 shares; 2024Q4: 11,775 shares; 2025Q1: 12,162 shares; 2025Q2: 10,100 shares; 2025Q3: 6,044 shares; 2025Q4: 6,189 shares 6,189 $296K 0.03% +145 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 18,651 shares; 2025Q3: 12,683 shares; 2025Q4: 10,712 shares 10,712 $290K 0.03% -1,971 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,280 shares; 2025Q3: 2,292 shares; 2025Q4: 2,269 shares 2,269 $290K 0.03% -23 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: not reported; 2025Q3: 4,678 shares; 2025Q4: 5,076 shares 5,076 $281K 0.03% +398 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,886 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 618 shares; 2025Q4: 618 shares 618 $281K 0.03% 0 Timeline GNOM 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: 6,083 shares; 2025Q4: 6,187 shares 6,187 $281K 0.03% +104 Timeline IBMP 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: 12,044 shares; 2024Q4: 12,044 shares; 2025Q1: 11,455 shares; 2025Q2: 12,042 shares; 2025Q3: 12,042 shares; 2025Q4: 11,070 shares 11,070 $281K 0.03% -972 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 4,156 shares 4,156 $280K 0.03% +91 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY 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: 3,000 shares; 2025Q2: 3,001 shares; 2025Q3: 3,004 shares; 2025Q4: 3,000 shares 3,000 $278K 0.03% -4 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,022 shares; 2025Q2: 20,203 shares; 2025Q3: 23,063 shares; 2025Q4: 23,776 shares 23,776 $273K 0.03% +713 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: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,153 shares; 2025Q2: 2,415 shares; 2025Q3: 2,420 shares; 2025Q4: 2,108 shares 2,108 $269K 0.03% -312 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 4,596 shares; 2025Q1: 4,542 shares; 2025Q2: 3,669 shares; 2025Q3: 3,189 shares; 2025Q4: 3,255 shares 3,255 $267K 0.03% +66 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 6,036 shares; 2025Q3: 4,533 shares; 2025Q4: 4,650 shares 4,650 $267K 0.03% +117 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: 9,106 shares; 2024Q4: 4,028 shares; 2025Q1: 3,440 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares 2,778 $267K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,223 shares 5,223 $266K 0.03% new Timeline IBMS 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: 8,055 shares; 2025Q2: 10,555 shares; 2025Q3: 10,617 shares; 2025Q4: 10,089 shares 10,089 $263K 0.03% -528 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: not reported; 2025Q3: not reported; 2025Q4: 431 shares 431 $261K 0.03% new 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: 3,206 shares; 2024Q4: 3,622 shares; 2025Q1: 1,351 shares; 2025Q2: 1,042 shares; 2025Q3: 758 shares; 2025Q4: 745 shares 745 $261K 0.03% -13 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: 2,700 shares; 2024Q4: 2,726 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $260K 0.03% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares 867 $259K 0.03% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 4,065 shares; 2025Q1: 1,306 shares; 2025Q2: 1,161 shares; 2025Q3: 1,154 shares; 2025Q4: 1,149 shares 1,149 $258K 0.03% -5 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: 1,230 shares; 2024Q4: 1,231 shares; 2025Q1: 1,233 shares; 2025Q2: 1,288 shares; 2025Q3: 1,238 shares; 2025Q4: 1,214 shares 1,214 $257K 0.03% -24 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: 872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,144 shares; 2025Q4: 1,068 shares 1,068 $257K 0.03% -76 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,716 shares; 2025Q4: 1,580 shares 1,580 $256K 0.03% -136 Timeline EFAV 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: 24,373 shares; 2024Q4: 19,259 shares; 2025Q1: 18,543 shares; 2025Q2: 8,270 shares; 2025Q3: 3,065 shares; 2025Q4: 2,914 shares 2,914 $251K 0.03% -151 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,394 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares 2,083 $250K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,129 shares; 2025Q1: 3,366 shares; 2025Q2: 3,374 shares; 2025Q3: 3,361 shares; 2025Q4: 3,382 shares 3,382 $249K 0.03% +21 Timeline CLOU 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: 31,501 shares; 2024Q4: 11,786 shares; 2025Q1: 11,261 shares; 2025Q2: 10,852 shares; 2025Q3: 10,846 shares; 2025Q4: 10,846 shares 10,846 $245K 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: 891 shares; 2024Q4: 893 shares; 2025Q1: 917 shares; 2025Q2: 935 shares; 2025Q3: 7,934 shares; 2025Q4: 951 shares 951 $245K 0.03% -6,983 Timeline DGIN 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: 6,021 shares; 2025Q1: 6,005 shares; 2025Q2: 4,857 shares; 2025Q3: 5,752 shares; 2025Q4: 5,899 shares 5,899 $242K 0.03% +147 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,301 shares; 2025Q1: not reported; 2025Q2: 2,357 shares; 2025Q3: 1,394 shares; 2025Q4: 1,542 shares 1,542 $238K 0.03% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares 1,227 $238K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 417 shares; 2025Q3: 506 shares; 2025Q4: 508 shares 508 $237K 0.03% +2 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,889 shares; 2025Q1: 3,971 shares; 2025Q2: 3,179 shares; 2025Q3: 3,397 shares; 2025Q4: 3,499 shares 3,499 $227K 0.03% +102 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,565 shares; 2024Q4: 6,601 shares; 2025Q1: 6,682 shares; 2025Q2: 6,501 shares; 2025Q3: 6,507 shares; 2025Q4: 6,546 shares 6,546 $226K 0.03% +39 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,402 shares; 2025Q2: 73,225 shares; 2025Q3: 50,598 shares; 2025Q4: 2,818 shares 2,818 $224K 0.03% -47,780 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 4,078 shares; 2025Q1: 2,986 shares; 2025Q2: 2,901 shares; 2025Q3: 2,276 shares; 2025Q4: 2,293 shares 2,293 $224K 0.03% +17 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: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 1,387 shares; 2025Q3: 1,416 shares; 2025Q4: 1,394 shares 1,394 $223K 0.03% -22 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,864 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,857 shares 2,857 $222K 0.03% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,775 shares; 2025Q3: not reported; 2025Q4: 1,906 shares 1,906 $222K 0.03% new Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 7,794 shares; 2025Q4: 7,794 shares 7,794 $222K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,107 shares 4,107 $219K 0.03% 0 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: 5,775 shares; 2024Q4: 5,877 shares; 2025Q1: 7,296 shares; 2025Q2: 8,191 shares; 2025Q3: 9,462 shares; 2025Q4: 804 shares 804 $216K 0.03% -8,658 Timeline DRIV 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: 22,770 shares; 2024Q4: 14,749 shares; 2025Q1: 14,361 shares; 2025Q2: not reported; 2025Q3: 7,125 shares; 2025Q4: 7,274 shares 7,274 $215K 0.03% +149 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $213K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,757 shares; 2025Q1: 2,661 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares 2,663 $212K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,566 shares 7,566 $212K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,192 shares; 2024Q4: 27,566 shares; 2025Q1: 9,793 shares; 2025Q2: 7,915 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares 2,237 $211K 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 11,574 shares; 2025Q1: 11,574 shares; 2025Q2: 11,574 shares; 2025Q3: 11,574 shares; 2025Q4: 11,574 shares 11,574 $208K 0.02% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,261 shares; 2025Q2: 20,260 shares; 2025Q3: 20,260 shares; 2025Q4: 20,248 shares 20,248 $205K 0.02% -12 Timeline BUG 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: 23,129 shares; 2024Q4: 11,527 shares; 2025Q1: 11,088 shares; 2025Q2: 6,503 shares; 2025Q3: 6,446 shares; 2025Q4: 6,650 shares 6,650 $203K 0.02% +204 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,840 shares 8,840 $202K 0.02% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,668 shares 7,668 $201K 0.02% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,604 shares; 2024Q4: 16,604 shares; 2025Q1: 16,604 shares; 2025Q2: 16,604 shares; 2025Q3: 16,604 shares; 2025Q4: 16,604 shares 16,604 $200K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,973 shares; 2025Q3: 14,883 shares; 2025Q4: 12,420 shares 12,420 $163K 0.02% -2,463 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE 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: 20,000 shares; 2025Q3: 14,500 shares; 2025Q4: 10,500 shares 10,500 $10.1K <0.01% -4,000 Timeline