SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,300 shares; 2024Q4: 182,300 shares; 2025Q1: 215,850 shares; 2025Q2: 215,850 shares; 2025Q3: 215,850 shares; 2025Q4: 215,850 shares 215,850 $14.6M 6.04% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,958 shares; 2024Q4: 204,944 shares; 2025Q1: 203,316 shares; 2025Q2: 166,849 shares; 2025Q3: 163,838 shares; 2025Q4: 162,914 shares 162,914 $8.14M 3.36% -924 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,519 shares; 2024Q4: 66,808 shares; 2025Q1: 65,644 shares; 2025Q2: 63,935 shares; 2025Q3: 60,895 shares; 2025Q4: 59,930 shares 59,930 $6.93M 2.86% -965 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,969 shares; 2024Q4: 125,934 shares; 2025Q1: 125,935 shares; 2025Q2: 104,097 shares; 2025Q3: 104,099 shares; 2025Q4: 104,100 shares 104,100 $6.84M 2.83% +1 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,118 shares; 2024Q4: 90,859 shares; 2025Q1: 90,136 shares; 2025Q2: 82,960 shares; 2025Q3: 75,337 shares; 2025Q4: 72,830 shares 72,830 $6.58M 2.72% -2,507 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 11,070 shares; 2025Q1: 11,410 shares; 2025Q2: 132,761 shares; 2025Q3: 126,412 shares; 2025Q4: 128,176 shares 128,176 $6.5M 2.68% +1,764 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: 31,446 shares; 2024Q4: 31,973 shares; 2025Q1: 33,745 shares; 2025Q2: 34,151 shares; 2025Q3: 33,971 shares; 2025Q4: 33,449 shares 33,449 $6.25M 2.58% -522 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: 9,360 shares; 2024Q4: 9,360 shares; 2025Q1: 13,060 shares; 2025Q2: 13,060 shares; 2025Q3: 13,060 shares; 2025Q4: 13,060 shares 13,060 $5.9M 2.44% 0 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: 164,013 shares; 2024Q4: 170,153 shares; 2025Q1: 169,828 shares; 2025Q2: 165,616 shares; 2025Q3: 155,531 shares; 2025Q4: 149,889 shares 149,889 $5.65M 2.34% -5,642 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: 153,956 shares; 2024Q4: 155,519 shares; 2025Q1: 146,724 shares; 2025Q2: 149,745 shares; 2025Q3: 138,472 shares; 2025Q4: 135,002 shares 135,002 $5.49M 2.27% -3,470 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,703 shares; 2024Q4: 93,696 shares; 2025Q1: 90,785 shares; 2025Q2: 68,444 shares; 2025Q3: 68,444 shares; 2025Q4: 68,444 shares 68,444 $5.08M 2.1% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,519 shares; 2024Q4: 19,520 shares; 2025Q1: 19,595 shares; 2025Q2: 14,671 shares; 2025Q3: 14,844 shares; 2025Q4: 40,409 shares 40,409 $4.34M 1.79% +25,565 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,461 shares; 2024Q4: 118,276 shares; 2025Q1: 118,234 shares; 2025Q2: 79,107 shares; 2025Q3: 78,226 shares; 2025Q4: 77,997 shares 77,997 $4.31M 1.78% -229 Timeline ICSH 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: 47,701 shares; 2024Q4: 248,889 shares; 2025Q1: 129,668 shares; 2025Q2: 122,394 shares; 2025Q3: 95,933 shares; 2025Q4: 73,279 shares 73,279 $3.71M 1.53% -22,654 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: 8,059 shares; 2024Q4: 8,603 shares; 2025Q1: 8,684 shares; 2025Q2: 8,541 shares; 2025Q3: 8,788 shares; 2025Q4: 8,899 shares 8,899 $3.58M 1.48% +111 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,794 shares; 2024Q4: 99,836 shares; 2025Q1: 100,992 shares; 2025Q2: 102,848 shares; 2025Q3: 94,542 shares; 2025Q4: 90,535 shares 90,535 $3.28M 1.36% -4,007 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: 9,939 shares; 2024Q4: 10,351 shares; 2025Q1: 10,002 shares; 2025Q2: 10,402 shares; 2025Q3: 10,492 shares; 2025Q4: 10,237 shares 10,237 $3.16M 1.31% -255 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: 9,193 shares; 2024Q4: 9,860 shares; 2025Q1: 10,137 shares; 2025Q2: 10,340 shares; 2025Q3: 9,770 shares; 2025Q4: 9,516 shares 9,516 $3.15M 1.3% -254 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 28,188 shares; 2025Q1: 28,525 shares; 2025Q2: 28,042 shares; 2025Q3: 32,632 shares; 2025Q4: 32,850 shares 32,850 $2.82M 1.17% +218 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: 9,357 shares; 2024Q4: 10,568 shares; 2025Q1: 10,137 shares; 2025Q2: 10,870 shares; 2025Q3: 10,914 shares; 2025Q4: 10,693 shares 10,693 $2.8M 1.16% -221 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: 3,695 shares; 2024Q4: 4,136 shares; 2025Q1: 3,622 shares; 2025Q2: 3,804 shares; 2025Q3: 3,813 shares; 2025Q4: 3,974 shares 3,974 $2.58M 1.07% +161 Timeline DVYE 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: 73,251 shares; 2024Q4: 73,251 shares; 2025Q1: 73,201 shares; 2025Q2: 73,201 shares; 2025Q3: 73,201 shares; 2025Q4: 73,201 shares 73,201 $2.55M 1.05% 0 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: 6,657 shares; 2024Q4: 7,458 shares; 2025Q1: 7,596 shares; 2025Q2: 7,972 shares; 2025Q3: 8,026 shares; 2025Q4: 8,074 shares 8,074 $2.5M 1.03% +48 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,064 shares; 2025Q2: 6,064 shares; 2025Q3: 6,037 shares; 2025Q4: 21,249 shares 21,249 $2.41M 1% +15,212 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: 30,664 shares; 2024Q4: 37,909 shares; 2025Q1: 32,044 shares; 2025Q2: 30,958 shares; 2025Q3: 29,605 shares; 2025Q4: 28,996 shares 28,996 $2.17M 0.9% -609 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: 10,565 shares; 2024Q4: 11,045 shares; 2025Q1: 10,754 shares; 2025Q2: 11,272 shares; 2025Q3: 10,937 shares; 2025Q4: 10,870 shares 10,870 $2.17M 0.9% -67 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: not reported; 2024Q4: 39,746 shares; 2025Q1: 39,746 shares; 2025Q2: 40,926 shares; 2025Q3: 40,926 shares; 2025Q4: 40,926 shares 40,926 $2.09M 0.86% 0 Timeline AVEE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,578 shares; 2024Q4: 34,621 shares; 2025Q1: 33,639 shares; 2025Q2: 29,884 shares; 2025Q3: 27,128 shares; 2025Q4: 26,397 shares 26,397 $1.78M 0.74% -731 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 18,306 shares; 2025Q1: 18,256 shares; 2025Q2: 18,256 shares; 2025Q3: 18,256 shares; 2025Q4: 18,256 shares 18,256 $1.78M 0.73% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,071 shares; 2025Q1: 6,449 shares; 2025Q2: 19,287 shares; 2025Q3: 19,976 shares; 2025Q4: 42,334 shares 42,334 $1.71M 0.71% +22,358 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: 4,789 shares; 2024Q4: 5,166 shares; 2025Q1: 5,103 shares; 2025Q2: 4,962 shares; 2025Q3: 5,157 shares; 2025Q4: 5,268 shares 5,268 $1.71M 0.71% +111 Timeline DFEM 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: 21,369 shares; 2025Q1: 21,369 shares; 2025Q2: 29,200 shares; 2025Q3: 41,589 shares; 2025Q4: 43,513 shares 43,513 $1.6M 0.66% +1,924 Timeline VNQI 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: 32,890 shares; 2024Q4: 31,612 shares; 2025Q1: 31,607 shares; 2025Q2: 30,507 shares; 2025Q3: 30,507 shares; 2025Q4: 31,128 shares 31,128 $1.57M 0.65% +621 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,903 shares; 2024Q4: 71,776 shares; 2025Q1: 71,776 shares; 2025Q2: 53,882 shares; 2025Q3: 53,882 shares; 2025Q4: 49,850 shares 49,850 $1.57M 0.65% -4,032 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: 8,332 shares; 2024Q4: 8,511 shares; 2025Q1: 8,347 shares; 2025Q2: 8,397 shares; 2025Q3: 8,673 shares; 2025Q4: 12,084 shares 12,084 $1.56M 0.64% +3,411 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: 3,334 shares; 2024Q4: 3,128 shares; 2025Q1: 3,399 shares; 2025Q2: 3,483 shares; 2025Q3: 3,736 shares; 2025Q4: 3,461 shares 3,461 $1.35M 0.56% -275 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,849 shares; 2024Q4: 121,345 shares; 2025Q1: 121,355 shares; 2025Q2: 121,366 shares; 2025Q3: 120,977 shares; 2025Q4: 120,977 shares 120,977 $1.35M 0.56% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,482 shares; 2024Q4: 49,482 shares; 2025Q1: 49,482 shares; 2025Q2: 49,482 shares; 2025Q3: 49,482 shares; 2025Q4: 49,482 shares 49,482 $1.33M 0.55% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,980 shares; 2024Q4: 12,980 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,998 shares 12,998 $1.31M 0.54% +18 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: 4,297 shares; 2025Q1: 4,913 shares; 2025Q2: 4,340 shares; 2025Q3: 4,985 shares; 2025Q4: 5,624 shares 5,624 $1.3M 0.54% +639 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 827 shares; 2025Q3: 832 shares; 2025Q4: 946 shares 946 $1.23M 0.51% +114 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,149 shares; 2025Q2: 1,140 shares; 2025Q3: 1,142 shares; 2025Q4: 1,154 shares 1,154 $1.22M 0.5% +12 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,389 shares; 2025Q1: 37,389 shares; 2025Q2: 30,165 shares; 2025Q3: 30,165 shares; 2025Q4: 30,165 shares 30,165 $1.2M 0.49% 0 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: 1,121 shares; 2024Q4: 1,203 shares; 2025Q1: 1,223 shares; 2025Q2: 1,130 shares; 2025Q3: 1,156 shares; 2025Q4: 1,152 shares 1,152 $1.2M 0.49% -4 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares 25,100 $1.17M 0.49% 0 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: 5,909 shares; 2024Q4: 5,938 shares; 2025Q1: 6,038 shares; 2025Q2: 5,850 shares; 2025Q3: 5,597 shares; 2025Q4: 5,019 shares 5,019 $1.15M 0.48% -578 Timeline DFAR 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: 26,669 shares; 2024Q4: 72,059 shares; 2025Q1: 73,400 shares; 2025Q2: 70,141 shares; 2025Q3: 73,441 shares; 2025Q4: 46,502 shares 46,502 $1.14M 0.47% -26,939 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: 3,220 shares; 2024Q4: 4,014 shares; 2025Q1: 3,693 shares; 2025Q2: 4,198 shares; 2025Q3: 3,330 shares; 2025Q4: 3,626 shares 3,626 $1.1M 0.45% +296 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,482 shares; 2025Q1: 2,288 shares; 2025Q2: 1,983 shares; 2025Q3: 2,194 shares; 2025Q4: 2,136 shares 2,136 $1.07M 0.44% -58 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $1.05M 0.43% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,685 shares; 2024Q4: 36,604 shares; 2025Q1: 37,436 shares; 2025Q2: 37,109 shares; 2025Q3: 36,313 shares; 2025Q4: 36,343 shares 36,343 $1.05M 0.43% +30 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,334 shares; 2025Q1: 29,851 shares; 2025Q2: 27,742 shares; 2025Q3: 27,743 shares; 2025Q4: 27,743 shares 27,743 $1.02M 0.42% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 6,660 shares; 2025Q1: 6,709 shares; 2025Q2: 6,445 shares; 2025Q3: 6,156 shares; 2025Q4: 6,679 shares 6,679 $1.01M 0.42% +523 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: 1,610 shares; 2024Q4: 2,179 shares; 2025Q1: 2,189 shares; 2025Q2: 2,420 shares; 2025Q3: 2,528 shares; 2025Q4: 2,416 shares 2,416 $1.01M 0.42% -112 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: 2,508 shares; 2024Q4: 3,069 shares; 2025Q1: 3,004 shares; 2025Q2: 2,834 shares; 2025Q3: 2,936 shares; 2025Q4: 2,720 shares 2,720 $1M 0.41% -216 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 7,272 shares; 2025Q1: 5,014 shares; 2025Q2: 6,872 shares; 2025Q3: 8,072 shares; 2025Q4: 16,264 shares 16,264 $974K 0.4% +8,192 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,369 shares; 2025Q1: 1,439 shares; 2025Q2: 1,658 shares; 2025Q3: 2,403 shares; 2025Q4: 2,598 shares 2,598 $960K 0.4% +195 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: 6,168 shares; 2024Q4: 6,519 shares; 2025Q1: 5,818 shares; 2025Q2: 6,010 shares; 2025Q3: 5,945 shares; 2025Q4: 6,091 shares 6,091 $953K 0.39% +146 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,879 shares; 2024Q4: 50,970 shares; 2025Q1: 51,905 shares; 2025Q2: 52,473 shares; 2025Q3: 48,738 shares; 2025Q4: 12,244 shares 12,244 $950K 0.39% -36,494 Timeline IMTM 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: 22,346 shares; 2024Q4: 28,972 shares; 2025Q1: 28,972 shares; 2025Q2: 18,036 shares; 2025Q3: 17,911 shares; 2025Q4: 17,911 shares 17,911 $927K 0.38% 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: 5,346 shares; 2024Q4: 9,700 shares; 2025Q1: 11,586 shares; 2025Q2: 7,686 shares; 2025Q3: 11,112 shares; 2025Q4: 11,571 shares 11,571 $925K 0.38% +459 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: 4,893 shares; 2025Q1: 6,908 shares; 2025Q2: 6,321 shares; 2025Q3: 6,383 shares; 2025Q4: 6,571 shares 6,571 $888K 0.37% +188 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 9,198 shares; 2025Q1: 9,369 shares; 2025Q2: 10,927 shares; 2025Q3: 10,989 shares; 2025Q4: 10,991 shares 10,991 $879K 0.36% +2 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: 5,367 shares; 2024Q4: 6,094 shares; 2025Q1: 5,512 shares; 2025Q2: 5,408 shares; 2025Q3: 5,690 shares; 2025Q4: 5,319 shares 5,319 $857K 0.35% -371 Timeline DFCF 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: 18,486 shares; 2024Q4: 32,356 shares; 2025Q1: 31,741 shares; 2025Q2: 18,478 shares; 2025Q3: 19,973 shares; 2025Q4: 19,851 shares 19,851 $853K 0.35% -122 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: not reported; 2025Q3: 1,631 shares; 2025Q4: 2,054 shares 2,054 $850K 0.35% +423 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: 1,187 shares; 2024Q4: 1,450 shares; 2025Q1: 1,596 shares; 2025Q2: 1,517 shares; 2025Q3: 1,594 shares; 2025Q4: 1,519 shares 1,519 $801K 0.33% -75 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: not reported; 2024Q4: 2,872 shares; 2025Q1: 5,398 shares; 2025Q2: 5,464 shares; 2025Q3: 6,299 shares; 2025Q4: 6,572 shares 6,572 $784K 0.32% +273 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 9,845 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 9,845 shares; 2025Q4: 9,845 shares 9,845 $777K 0.32% 0 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: 2,033 shares; 2024Q4: 3,266 shares; 2025Q1: 2,826 shares; 2025Q2: 3,388 shares; 2025Q3: 3,418 shares; 2025Q4: 3,173 shares 3,173 $776K 0.32% -245 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: 2,220 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 1,198 shares; 2025Q3: 1,334 shares; 2025Q4: 1,134 shares 1,134 $773K 0.32% -200 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,284 shares; 2024Q4: 18,277 shares; 2025Q1: 18,857 shares; 2025Q2: 15,913 shares; 2025Q3: 15,665 shares; 2025Q4: 15,676 shares 15,676 $756K 0.31% +11 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,080 shares; 2025Q1: 5,086 shares; 2025Q2: 4,917 shares; 2025Q3: 4,922 shares; 2025Q4: 4,928 shares 4,928 $739K 0.31% +6 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: 6,754 shares; 2024Q4: 10,974 shares; 2025Q1: 11,024 shares; 2025Q2: 10,812 shares; 2025Q3: 11,398 shares; 2025Q4: 10,725 shares 10,725 $719K 0.3% -673 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: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares 2,123 $713K 0.29% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 518 shares; 2025Q1: 552 shares; 2025Q2: 339 shares; 2025Q3: 467 shares; 2025Q4: 470 shares 470 $682K 0.28% +3 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,842 shares; 2025Q1: 5,901 shares; 2025Q2: not reported; 2025Q3: 8,354 shares; 2025Q4: 17,285 shares 17,285 $677K 0.28% +8,931 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares 2,158 $675K 0.28% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 4,370 shares; 2025Q1: 5,020 shares; 2025Q2: 5,201 shares; 2025Q3: 5,535 shares; 2025Q4: 5,911 shares 5,911 $663K 0.27% +376 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: not reported; 2025Q2: 15,991 shares; 2025Q3: 17,116 shares; 2025Q4: 14,108 shares 14,108 $656K 0.27% -3,008 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,353 shares 12,353 $653K 0.27% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: 2,028 shares; 2025Q4: 2,187 shares 2,187 $641K 0.26% +159 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 12,471 shares; 2025Q1: 11,914 shares; 2025Q2: 9,999 shares; 2025Q3: 9,739 shares; 2025Q4: 8,720 shares 8,720 $632K 0.26% -1,019 Timeline HYMB 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: 30,923 shares; 2024Q4: 24,800 shares; 2025Q1: 24,800 shares; 2025Q2: 24,800 shares; 2025Q3: 24,800 shares; 2025Q4: 24,800 shares 24,800 $626K 0.26% 0 Timeline EMHY 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: 14,910 shares; 2024Q4: 14,910 shares; 2025Q1: 14,910 shares; 2025Q2: 14,910 shares; 2025Q3: 14,910 shares; 2025Q4: 14,910 shares 14,910 $608K 0.25% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,123 shares; 2025Q1: 7,956 shares; 2025Q2: 5,715 shares; 2025Q3: 12,236 shares; 2025Q4: 12,294 shares 12,294 $608K 0.25% +58 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: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,867 shares 2,867 $587K 0.24% +284 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,495 shares; 2025Q1: 3,640 shares; 2025Q2: 3,160 shares; 2025Q3: 3,015 shares; 2025Q4: 2,386 shares 2,386 $584K 0.24% -629 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: 1,898 shares; 2024Q4: 1,805 shares; 2025Q1: 1,674 shares; 2025Q2: 1,589 shares; 2025Q3: 1,425 shares; 2025Q4: 1,294 shares 1,294 $581K 0.24% -131 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: 1,657 shares; 2024Q4: 1,973 shares; 2025Q1: 1,488 shares; 2025Q2: 1,680 shares; 2025Q3: 1,590 shares; 2025Q4: 1,831 shares 1,831 $573K 0.24% +241 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,426 shares; 2025Q4: 1,997 shares 1,997 $567K 0.23% +571 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: 3,242 shares; 2024Q4: 3,621 shares; 2025Q1: 3,996 shares; 2025Q2: 4,686 shares; 2025Q3: 4,567 shares; 2025Q4: 5,004 shares 5,004 $559K 0.23% +437 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,896 shares; 2025Q3: 7,065 shares; 2025Q4: 7,004 shares 7,004 $554K 0.23% -61 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,159 shares; 2025Q1: 4,159 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $552K 0.23% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,444 shares; 2025Q1: 2,399 shares; 2025Q2: 2,508 shares; 2025Q3: 2,308 shares; 2025Q4: 2,446 shares 2,446 $545K 0.23% +138 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: 2,062 shares; 2024Q4: 2,094 shares; 2025Q1: 2,308 shares; 2025Q2: 2,497 shares; 2025Q3: 2,340 shares; 2025Q4: 2,270 shares 2,270 $537K 0.22% -70 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: 2,431 shares; 2024Q4: 3,866 shares; 2025Q1: 3,086 shares; 2025Q2: 3,566 shares; 2025Q3: 3,595 shares; 2025Q4: 3,074 shares 3,074 $532K 0.22% -521 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,525 shares; 2025Q2: not reported; 2025Q3: 4,728 shares; 2025Q4: 7,689 shares 7,689 $531K 0.22% +2,961 Timeline PFXF 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: 28,750 shares; 2024Q4: 28,750 shares; 2025Q1: 28,750 shares; 2025Q2: 28,750 shares; 2025Q3: 28,750 shares; 2025Q4: 28,750 shares 28,750 $526K 0.22% 0 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: 2,001 shares; 2024Q4: 2,172 shares; 2025Q1: 1,513 shares; 2025Q2: 1,551 shares; 2025Q3: 1,365 shares; 2025Q4: 1,562 shares 1,562 $513K 0.21% +197 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,759 shares; 2025Q1: 2,621 shares; 2025Q2: 2,519 shares; 2025Q3: 2,441 shares; 2025Q4: 2,565 shares 2,565 $513K 0.21% +124 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 60,533 shares; 2025Q1: 60,665 shares; 2025Q2: 45,540 shares; 2025Q3: 45,775 shares; 2025Q4: 46,017 shares 46,017 $511K 0.21% +242 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,019 shares; 2025Q1: 6,702 shares; 2025Q2: 6,356 shares; 2025Q3: 6,212 shares; 2025Q4: 6,259 shares 6,259 $508K 0.21% +47 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: 11,750 shares; 2024Q4: 11,815 shares; 2025Q1: 9,917 shares; 2025Q2: 10,509 shares; 2025Q3: 10,091 shares; 2025Q4: 9,625 shares 9,625 $506K 0.21% -466 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: 802 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 501 shares; 2025Q4: 614 shares 614 $501K 0.21% +113 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 773 shares; 2025Q1: 1,190 shares; 2025Q2: 1,095 shares; 2025Q3: 1,123 shares; 2025Q4: 1,041 shares 1,041 $498K 0.21% -82 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: 2,145 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $491K 0.2% 0 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: 2,312 shares; 2024Q4: 2,113 shares; 2025Q1: 2,070 shares; 2025Q2: 1,879 shares; 2025Q3: 2,939 shares; 2025Q4: 3,252 shares 3,252 $491K 0.2% +313 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,883 shares; 2025Q2: 3,572 shares; 2025Q3: 3,811 shares; 2025Q4: 4,264 shares 4,264 $488K 0.2% +453 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 6,892 shares; 2025Q2: 6,834 shares; 2025Q3: 6,790 shares; 2025Q4: 6,752 shares 6,752 $471K 0.19% -38 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: not reported; 2024Q4: 2,741 shares; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 3,308 shares; 2025Q4: 3,474 shares 3,474 $464K 0.19% +166 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 11,010 shares; 2025Q2: 10,910 shares; 2025Q3: 10,910 shares; 2025Q4: 10,910 shares 10,910 $464K 0.19% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,323 shares; 2025Q4: 26,172 shares 26,172 $460K 0.19% +11,849 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,511 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,453 shares; 2025Q4: 5,473 shares 5,473 $458K 0.19% +20 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,490 shares; 2024Q4: 44,490 shares; 2025Q1: 44,490 shares; 2025Q2: 46,146 shares; 2025Q3: 45,680 shares; 2025Q4: 45,680 shares 45,680 $458K 0.19% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 3,536 shares; 2025Q1: 3,638 shares; 2025Q2: 3,667 shares; 2025Q3: 3,437 shares; 2025Q4: 2,803 shares 2,803 $456K 0.19% -634 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: 3,952 shares; 2024Q4: 5,033 shares; 2025Q1: 4,635 shares; 2025Q2: 4,719 shares; 2025Q3: 3,128 shares; 2025Q4: 2,933 shares 2,933 $448K 0.19% -195 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,331 shares; 2025Q1: 8,331 shares; 2025Q2: 8,332 shares; 2025Q3: 8,332 shares; 2025Q4: 9,433 shares 9,433 $440K 0.18% +1,101 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 107 shares; 2025Q4: 105 shares 105 $437K 0.18% -2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,581 shares; 2025Q1: 2,209 shares; 2025Q2: 2,647 shares; 2025Q3: 2,348 shares; 2025Q4: 2,593 shares 2,593 $436K 0.18% +245 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 6,722 shares; 2025Q3: 6,722 shares; 2025Q4: 6,726 shares 6,726 $434K 0.18% +4 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,077 shares; 2024Q4: 22,173 shares; 2025Q1: 33,834 shares; 2025Q2: 32,625 shares; 2025Q3: 41,898 shares; 2025Q4: 42,006 shares 42,006 $432K 0.18% +108 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 1,755 shares; 2025Q3: 1,753 shares; 2025Q4: 1,880 shares 1,880 $432K 0.18% +127 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: 6,458 shares; 2024Q4: 6,884 shares; 2025Q1: 6,076 shares; 2025Q2: 4,272 shares; 2025Q3: 4,700 shares; 2025Q4: 5,755 shares 5,755 $432K 0.18% +1,055 Timeline ISCF 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: 12,866 shares; 2024Q4: 14,270 shares; 2025Q1: 12,340 shares; 2025Q2: 9,795 shares; 2025Q3: 9,795 shares; 2025Q4: 9,558 shares 9,558 $430K 0.18% -237 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: 1,781 shares; 2024Q4: 2,024 shares; 2025Q1: 1,812 shares; 2025Q2: 1,938 shares; 2025Q3: 2,142 shares; 2025Q4: 1,610 shares 1,610 $421K 0.17% -532 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 17,803 shares; 2025Q1: 17,256 shares; 2025Q2: 18,655 shares; 2025Q3: 18,314 shares; 2025Q4: 16,460 shares 16,460 $420K 0.17% -1,854 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: 2,803 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 1,635 shares; 2025Q3: 1,442 shares; 2025Q4: 2,221 shares 2,221 $420K 0.17% +779 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: 2,348 shares; 2024Q4: 2,549 shares; 2025Q1: 2,881 shares; 2025Q2: 3,000 shares; 2025Q3: 3,112 shares; 2025Q4: 3,005 shares 3,005 $416K 0.17% -107 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,242 shares; 2024Q4: 15,210 shares; 2025Q1: not reported; 2025Q2: 14,940 shares; 2025Q3: 18,379 shares; 2025Q4: 19,438 shares 19,438 $414K 0.17% +1,059 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: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares 1,822 $413K 0.17% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 382 shares; 2025Q4: 520 shares 520 $407K 0.17% +138 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,838 shares; 2025Q1: 2,745 shares; 2025Q2: 2,456 shares; 2025Q3: 2,402 shares; 2025Q4: 2,320 shares 2,320 $405K 0.17% -82 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,358 shares; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 3,812 shares; 2025Q4: 4,020 shares 4,020 $405K 0.17% +208 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: not reported; 2025Q1: 6,135 shares; 2025Q2: 5,802 shares; 2025Q3: 5,802 shares; 2025Q4: 6,970 shares 6,970 $400K 0.17% +1,168 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,242 shares; 2024Q4: 17,918 shares; 2025Q1: not reported; 2025Q2: 16,792 shares; 2025Q3: 16,792 shares; 2025Q4: 16,753 shares 16,753 $393K 0.16% -39 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,438 shares; 2025Q1: 5,517 shares; 2025Q2: 6,305 shares; 2025Q3: 6,530 shares; 2025Q4: 6,386 shares 6,386 $387K 0.16% -144 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,369 shares; 2025Q3: 6,396 shares; 2025Q4: 5,740 shares 5,740 $382K 0.16% -656 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: 2,184 shares; 2024Q4: 2,271 shares; 2025Q1: 1,681 shares; 2025Q2: 1,320 shares; 2025Q3: 2,280 shares; 2025Q4: 1,895 shares 1,895 $381K 0.16% -385 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,308 shares; 2025Q1: 1,312 shares; 2025Q2: 1,183 shares; 2025Q3: 1,181 shares; 2025Q4: 1,043 shares 1,043 $379K 0.16% -138 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: 5,316 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares 3,976 $378K 0.16% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares 3,140 $371K 0.15% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,628 shares; 2024Q4: 37,803 shares; 2025Q1: 32,056 shares; 2025Q2: 34,545 shares; 2025Q3: 32,646 shares; 2025Q4: 5,792 shares 5,792 $371K 0.15% -26,854 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 7,050 shares; 2025Q1: 8,651 shares; 2025Q2: 8,522 shares; 2025Q3: 8,457 shares; 2025Q4: 8,459 shares 8,459 $371K 0.15% +2 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 24,163 shares; 2025Q1: 24,100 shares; 2025Q2: 24,302 shares; 2025Q3: 23,585 shares; 2025Q4: 23,646 shares 23,646 $369K 0.15% +61 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,271 shares; 2024Q4: 32,271 shares; 2025Q1: 32,271 shares; 2025Q2: 32,271 shares; 2025Q3: 32,271 shares; 2025Q4: 32,271 shares 32,271 $367K 0.15% 0 Timeline SCHH 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: 14,950 shares; 2024Q4: 20,050 shares; 2025Q1: 20,050 shares; 2025Q2: 14,950 shares; 2025Q3: 14,950 shares; 2025Q4: 16,223 shares 16,223 $365K 0.15% +1,273 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,861 shares 5,861 $364K 0.15% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,086 shares 10,086 $361K 0.15% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 199 shares; 2025Q1: 207 shares; 2025Q2: 177 shares; 2025Q3: 180 shares; 2025Q4: 175 shares 175 $351K 0.15% -5 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: 4,805 shares; 2024Q4: 4,805 shares; 2025Q1: 3,444 shares; 2025Q2: 4,795 shares; 2025Q3: 3,870 shares; 2025Q4: 4,045 shares 4,045 $351K 0.14% +175 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: 542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 457 shares 457 $347K 0.14% -19 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: 1,210 shares; 2024Q4: 1,237 shares; 2025Q1: 1,380 shares; 2025Q2: 1,617 shares; 2025Q3: 1,657 shares; 2025Q4: 1,589 shares 1,589 $347K 0.14% -68 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 2,577 shares; 2025Q1: 2,938 shares; 2025Q2: 3,051 shares; 2025Q3: 3,083 shares; 2025Q4: 3,043 shares 3,043 $343K 0.14% -40 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,106 shares 2,106 $342K 0.14% -191 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,671 shares; 2025Q3: 1,613 shares; 2025Q4: 1,654 shares 1,654 $342K 0.14% +41 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,441 shares; 2024Q4: 52,453 shares; 2025Q1: 52,846 shares; 2025Q2: 52,862 shares; 2025Q3: 52,876 shares; 2025Q4: 52,890 shares 52,890 $340K 0.14% +14 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: 990 shares; 2024Q4: 916 shares; 2025Q1: 960 shares; 2025Q2: 1,036 shares; 2025Q3: 848 shares; 2025Q4: 922 shares 922 $338K 0.14% +74 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: 506 shares; 2024Q4: 551 shares; 2025Q1: 554 shares; 2025Q2: 526 shares; 2025Q3: 488 shares; 2025Q4: 4,449 shares 4,449 $338K 0.14% +3,961 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: 424 shares; 2024Q4: 429 shares; 2025Q1: 456 shares; 2025Q2: 427 shares; 2025Q3: 361 shares; 2025Q4: 337 shares 337 $337K 0.14% -24 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 14,720 shares; 2025Q1: 14,720 shares; 2025Q2: 13,040 shares; 2025Q3: 13,040 shares; 2025Q4: 13,040 shares 13,040 $328K 0.14% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,319 shares; 2025Q4: 1,435 shares 1,435 $326K 0.13% +116 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares 1,686 $322K 0.13% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,225 shares; 2025Q4: 3,475 shares 3,475 $321K 0.13% -750 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 19,500 shares; 2025Q1: 16,533 shares; 2025Q2: 13,890 shares; 2025Q3: 13,322 shares; 2025Q4: 13,373 shares 13,373 $315K 0.13% +51 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,553 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares 3,973 $312K 0.13% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: 2,678 shares 2,678 $311K 0.13% +487 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 1,747 shares 1,747 $310K 0.13% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 927 shares 927 $307K 0.13% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478 shares 478 $305K 0.13% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 876 shares; 2025Q1: 922 shares; 2025Q2: 1,032 shares; 2025Q3: 1,101 shares; 2025Q4: 894 shares 894 $305K 0.13% -207 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,368 shares; 2024Q4: 11,525 shares; 2025Q1: 11,528 shares; 2025Q2: 7,267 shares; 2025Q3: 7,271 shares; 2025Q4: 7,336 shares 7,336 $304K 0.13% +65 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,241 shares; 2025Q1: 6,220 shares; 2025Q2: 4,840 shares; 2025Q3: 4,840 shares; 2025Q4: 4,807 shares 4,807 $303K 0.13% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,827 shares; 2025Q4: 1,806 shares 1,806 $302K 0.12% -1,021 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,031 shares; 2025Q1: 1,180 shares; 2025Q2: 1,481 shares; 2025Q3: 1,070 shares; 2025Q4: 1,031 shares 1,031 $297K 0.12% -39 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,685 shares; 2025Q1: 5,564 shares; 2025Q2: 6,187 shares; 2025Q3: 6,213 shares; 2025Q4: 4,682 shares 4,682 $296K 0.12% -1,531 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 5,029 shares; 2025Q1: 5,029 shares; 2025Q2: 5,029 shares; 2025Q3: 5,029 shares; 2025Q4: 5,029 shares 5,029 $295K 0.12% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares 1,344 $295K 0.12% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,539 shares; 2025Q1: 1,530 shares; 2025Q2: 1,373 shares; 2025Q3: 1,490 shares; 2025Q4: 1,412 shares 1,412 $293K 0.12% -78 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,302 shares; 2024Q4: 21,302 shares; 2025Q1: 21,302 shares; 2025Q2: 21,302 shares; 2025Q3: 21,302 shares; 2025Q4: 21,302 shares 21,302 $290K 0.12% 0 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 772 shares; 2025Q4: 698 shares 698 $289K 0.12% -74 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,869 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,308 shares 3,308 $288K 0.12% +99 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,456 shares; 2024Q4: 12,363 shares; 2025Q1: 11,672 shares; 2025Q2: 10,872 shares; 2025Q3: 11,039 shares; 2025Q4: 12,083 shares 12,083 $286K 0.12% +1,044 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares; 2025Q4: 1,986 shares 1,986 $285K 0.12% +205 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,927 shares 8,927 $284K 0.12% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,271 shares; 2025Q4: 1,064 shares 1,064 $282K 0.12% -207 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: not reported; 2024Q4: not reported; 2025Q1: 9,886 shares; 2025Q2: 6,417 shares; 2025Q3: 8,508 shares; 2025Q4: 11,201 shares 11,201 $282K 0.12% +2,693 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 2,589 shares; 2025Q2: 2,447 shares; 2025Q3: 2,390 shares; 2025Q4: 2,220 shares 2,220 $280K 0.12% -170 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares 795 $279K 0.12% 0 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: 5,378 shares; 2024Q4: 6,016 shares; 2025Q1: 6,219 shares; 2025Q2: 4,193 shares; 2025Q3: 3,212 shares; 2025Q4: 3,232 shares 3,232 $272K 0.11% +20 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,323 shares 6,323 $270K 0.11% new 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: 782 shares; 2024Q4: 846 shares; 2025Q1: 855 shares; 2025Q2: 867 shares; 2025Q3: 897 shares; 2025Q4: 674 shares 674 $268K 0.11% -223 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: 2,778 shares; 2024Q4: 4,167 shares; 2025Q1: 3,595 shares; 2025Q2: 3,728 shares; 2025Q3: 3,610 shares; 2025Q4: 3,760 shares 3,760 $268K 0.11% +150 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares 611 $263K 0.11% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 560 shares; 2025Q1: 705 shares; 2025Q2: 599 shares; 2025Q3: 658 shares; 2025Q4: 660 shares 660 $262K 0.11% +2 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,141 shares; 2025Q3: not reported; 2025Q4: 8,506 shares 8,506 $262K 0.11% new 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: 616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 624 shares 624 $260K 0.11% +150 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,277 shares 1,277 $257K 0.11% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares 2,609 $255K 0.11% new Timeline HAUZ 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $254K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,567 shares 1,567 $254K 0.11% new 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: 382 shares; 2025Q3: 379 shares; 2025Q4: 381 shares 381 $254K 0.11% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 1,381 shares 1,381 $252K 0.1% -136 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 327 shares; 2025Q1: 315 shares; 2025Q2: 289 shares; 2025Q3: 283 shares; 2025Q4: 188 shares 188 $251K 0.1% -95 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 654 shares 654 $249K 0.1% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares 1,020 $245K 0.1% new Timeline DFSB 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: 4,646 shares; 2025Q1: 4,647 shares; 2025Q2: 4,522 shares; 2025Q3: 4,524 shares; 2025Q4: 4,655 shares 4,655 $244K 0.1% +131 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 3,538 shares; 2025Q3: 3,487 shares; 2025Q4: 3,488 shares 3,488 $240K 0.1% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,430 shares 3,430 $238K 0.1% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,653 shares 4,653 $234K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares 395 $233K 0.1% new Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,779 shares; 2024Q4: 12,841 shares; 2025Q1: not reported; 2025Q2: 11,772 shares; 2025Q3: 21,467 shares; 2025Q4: 30,077 shares 30,077 $231K 0.1% +8,610 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,655 shares 2,655 $230K 0.1% -195 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares 735 $229K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares 1,138 $228K 0.09% 0 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: 4,500 shares; 2024Q4: 4,460 shares; 2025Q1: 4,434 shares; 2025Q2: 4,264 shares; 2025Q3: 3,995 shares; 2025Q4: 2,882 shares 2,882 $228K 0.09% -1,113 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: not reported; 2025Q4: 1,908 shares 1,908 $227K 0.09% new Timeline ARKF 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: 6,132 shares; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 6,132 shares; 2025Q4: 6,132 shares 6,132 $227K 0.09% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,297 shares; 2025Q3: 11,202 shares; 2025Q4: 10,637 shares 10,637 $227K 0.09% -565 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,485 shares; 2025Q3: 11,485 shares; 2025Q4: 11,485 shares 11,485 $225K 0.09% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,668 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,888 shares 6,888 $225K 0.09% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 456 shares; 2025Q1: 342 shares; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 245 shares 245 $224K 0.09% -24 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,062 shares; 2025Q1: 3,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,446 shares 5,446 $224K 0.09% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,302 shares; 2024Q4: 27,790 shares; 2025Q1: not reported; 2025Q2: 18,952 shares; 2025Q3: 18,328 shares; 2025Q4: 18,490 shares 18,490 $223K 0.09% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares 481 $221K 0.09% new Timeline AA ALCOA CORP More: the full row for ALCOA 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: 3,640 shares 3,640 $220K 0.09% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares; 2025Q4: 2,386 shares 2,386 $219K 0.09% -78 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 456 shares 456 $217K 0.09% new 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: 713 shares; 2024Q4: 797 shares; 2025Q1: 801 shares; 2025Q2: 888 shares; 2025Q3: 718 shares; 2025Q4: 762 shares 762 $217K 0.09% +44 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 2,133 shares 2,133 $217K 0.09% 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 833 shares 833 $216K 0.09% -226 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,630 shares; 2025Q3: 1,529 shares; 2025Q4: 1,500 shares 1,500 $216K 0.09% -29 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares 1,247 $216K 0.09% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,295 shares 3,295 $214K 0.09% new Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 2,139 shares 2,139 $211K 0.09% new Timeline YALA YALLA GROUP LTD More: the full row for YALLA GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,259 shares; 2025Q1: not reported; 2025Q2: 26,065 shares; 2025Q3: 26,432 shares; 2025Q4: 29,764 shares 29,764 $211K 0.09% +3,332 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 3,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,122 shares 7,122 $211K 0.09% new Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 4,593 shares 4,593 $210K 0.09% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares 694 $209K 0.09% new 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: 855 shares; 2024Q4: 1,042 shares; 2025Q1: not reported; 2025Q2: 506 shares; 2025Q3: 703 shares; 2025Q4: 677 shares 677 $209K 0.09% -26 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares 297 $206K 0.09% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares 1,077 $206K 0.09% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,266 shares; 2025Q1: 3,106 shares; 2025Q2: 2,985 shares; 2025Q3: 2,970 shares; 2025Q4: 2,865 shares 2,865 $204K 0.08% -105 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 875 shares 875 $203K 0.08% -196 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 6,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,115 shares 3,115 $203K 0.08% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares 896 $201K 0.08% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 4,301 shares; 2025Q4: 3,508 shares 3,508 $200K 0.08% -793 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: not reported; 2025Q3: not reported; 2025Q4: 12,149 shares 12,149 $170K 0.07% new Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,183 shares; 2024Q4: 35,456 shares; 2025Q1: not reported; 2025Q2: 35,561 shares; 2025Q3: 35,561 shares; 2025Q4: 36,060 shares 36,060 $154K 0.06% +499 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 19,770 shares; 2025Q1: not reported; 2025Q2: 26,381 shares; 2025Q3: 26,381 shares; 2025Q4: 26,381 shares 26,381 $154K 0.06% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,301 shares; 2024Q4: 10,956 shares; 2025Q1: 13,849 shares; 2025Q2: 12,744 shares; 2025Q3: 14,019 shares; 2025Q4: 11,446 shares 11,446 $149K 0.06% -2,573 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: 11,404 shares; 2025Q1: not reported; 2025Q2: 20,045 shares; 2025Q3: 27,506 shares; 2025Q4: 17,062 shares 17,062 $130K 0.05% -10,444 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,137 shares; 2025Q3: 12,260 shares; 2025Q4: 11,714 shares 11,714 $124K 0.05% -546 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 23,364 shares; 2025Q1: not reported; 2025Q2: 41,231 shares; 2025Q3: 28,305 shares; 2025Q4: 28,118 shares 28,118 $64.1K 0.03% -187 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,479 shares; 2025Q3: not reported; 2025Q4: 13,791 shares 13,791 $62.1K 0.03% new Timeline LU LUFAX HOLDING LTD More: the full row for LUFAX HOLDING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 14,947 shares; 2025Q1: not reported; 2025Q2: 20,009 shares; 2025Q3: 22,201 shares; 2025Q4: 20,701 shares 20,701 $57.1K 0.02% -1,500 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,889 shares; 2025Q3: 12,241 shares; 2025Q4: 12,224 shares 12,224 $56.4K 0.02% -17 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,556 shares; 2024Q4: 21,440 shares; 2025Q1: not reported; 2025Q2: 21,254 shares; 2025Q3: 20,776 shares; 2025Q4: 20,595 shares 20,595 $49.8K 0.02% -181 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS 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: 17,682 shares 17,682 $45.3K 0.02% new Timeline LX LEXINFINTECH HLDGS LTD More: the full row for LEXINFINTECH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 13,847 shares; 2025Q1: not reported; 2025Q2: 13,618 shares; 2025Q3: 16,027 shares; 2025Q4: 16,027 shares 16,027 $44.6K 0.02% 0 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,518 shares; 2024Q4: 21,732 shares; 2025Q1: not reported; 2025Q2: 21,362 shares; 2025Q3: 21,362 shares; 2025Q4: 13,650 shares 13,650 $30.6K 0.01% -7,712 Timeline