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: restricted; 2024Q4: 259,279 shares; 2025Q1: 259,279 shares; 2025Q2: 224,654 shares; 2025Q3: 231,222 shares; 2025Q4: 238,498 shares 238,498 $163M 11.04% +7,276 Timeline IEI 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: restricted; 2024Q4: 390,284 shares; 2025Q1: 390,284 shares; 2025Q2: 942,234 shares; 2025Q3: 957,560 shares; 2025Q4: 988,397 shares 988,397 $118M 7.97% +30,837 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: restricted; 2024Q4: 169,701 shares; 2025Q1: 169,701 shares; 2025Q2: 148,348 shares; 2025Q3: 149,144 shares; 2025Q4: 149,812 shares 149,812 $113M 7.63% +668 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: restricted; 2024Q4: 1,787,164 shares; 2025Q1: 1,787,164 shares; 2025Q2: 1,195,058 shares; 2025Q3: 1,213,221 shares; 2025Q4: 1,259,561 shares 1,259,561 $93.3M 6.31% +46,340 Timeline SCHK 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: restricted; 2024Q4: 2,633,266 shares; 2025Q1: 2,633,266 shares; 2025Q2: 2,436,076 shares; 2025Q3: 2,429,812 shares; 2025Q4: 2,526,887 shares 2,526,887 $82.9M 5.6% +97,075 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,143,157 shares; 2025Q1: 1,143,157 shares; 2025Q2: 195,471 shares; 2025Q3: 24,768 shares; 2025Q4: 707,015 shares 707,015 $68M 4.59% +682,247 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,260,586 shares; 2025Q3: 1,280,789 shares; 2025Q4: 664,698 shares 664,698 $50.1M 3.39% -616,091 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: restricted; 2024Q4: 998,848 shares; 2025Q1: 998,848 shares; 2025Q2: 34,010 shares; 2025Q3: 44,085 shares; 2025Q4: 596,970 shares 596,970 $47.9M 3.24% +552,885 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: restricted; 2024Q4: 822,285 shares; 2025Q1: 822,285 shares; 2025Q2: 824,697 shares; 2025Q3: 827,241 shares; 2025Q4: 840,963 shares 840,963 $46.1M 3.11% +13,722 Timeline EWZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,241,855 shares; 2025Q3: 1,260,232 shares; 2025Q4: 1,276,599 shares 1,276,599 $40.6M 2.74% +16,367 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: restricted; 2024Q4: 150,690 shares; 2025Q1: 150,690 shares; 2025Q2: 152,832 shares; 2025Q3: 152,344 shares; 2025Q4: 308,217 shares 308,217 $36.8M 2.49% +155,873 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: restricted; 2024Q4: 188,675 shares; 2025Q1: 188,675 shares; 2025Q2: 184,173 shares; 2025Q3: 184,412 shares; 2025Q4: 189,669 shares 189,669 $36.7M 2.48% +5,257 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,711 shares; 2025Q1: 132,711 shares; 2025Q2: 128,136 shares; 2025Q3: 127,274 shares; 2025Q4: 124,375 shares 124,375 $35.8M 2.42% -2,899 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445,056 shares; 2025Q3: 450,646 shares; 2025Q4: 453,795 shares 453,795 $33M 2.23% +3,149 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,093 shares; 2025Q1: 20,093 shares; 2025Q2: 858,782 shares; 2025Q3: 538,794 shares; 2025Q4: 538,099 shares 538,099 $31.6M 2.14% -695 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: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 365,133 shares; 2025Q3: 370,161 shares; 2025Q4: 379,420 shares 379,420 $30.6M 2.07% +9,259 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: restricted; 2024Q4: 168,120 shares; 2025Q1: 168,120 shares; 2025Q2: 163,766 shares; 2025Q3: 164,558 shares; 2025Q4: 166,442 shares 166,442 $25.8M 1.74% +1,884 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: restricted; 2024Q4: 36,595 shares; 2025Q1: 36,595 shares; 2025Q2: 36,438 shares; 2025Q3: 36,232 shares; 2025Q4: 34,846 shares 34,846 $23.8M 1.61% -1,386 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,182 shares; 2025Q3: 272,846 shares; 2025Q4: 282,855 shares 282,855 $23.6M 1.6% +10,009 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: restricted; 2024Q4: 83,735 shares; 2025Q1: 83,735 shares; 2025Q2: 82,160 shares; 2025Q3: 81,622 shares; 2025Q4: 80,714 shares 80,714 $21.9M 1.48% -908 Timeline SCHP 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: restricted; 2024Q4: 11,077 shares; 2025Q1: 11,077 shares; 2025Q2: 9,236 shares; 2025Q3: 621,258 shares; 2025Q4: 637,886 shares 637,886 $16.9M 1.14% +16,628 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,666 shares; 2025Q1: 215,666 shares; 2025Q2: 215,737 shares; 2025Q3: 214,322 shares; 2025Q4: 214,953 shares 214,953 $16.7M 1.13% +631 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,125 shares; 2025Q3: 131,541 shares; 2025Q4: 136,832 shares 136,832 $14.2M 0.96% +5,291 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: restricted; 2024Q4: 27,506 shares; 2025Q1: 27,506 shares; 2025Q2: 27,245 shares; 2025Q3: 27,431 shares; 2025Q4: 27,733 shares 27,733 $13.4M 0.91% +302 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: restricted; 2024Q4: 22,156 shares; 2025Q1: 22,156 shares; 2025Q2: 23,231 shares; 2025Q3: 23,029 shares; 2025Q4: 23,120 shares 23,120 $11.6M 0.79% +91 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: restricted; 2024Q4: 129,797 shares; 2025Q1: 129,797 shares; 2025Q2: 127,925 shares; 2025Q3: 126,895 shares; 2025Q4: 255,632 shares 255,632 $11.4M 0.77% +128,737 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,078 shares; 2025Q4: 161,977 shares 161,977 $11.2M 0.76% +5,899 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,110 shares; 2025Q1: 103,110 shares; 2025Q2: 105,871 shares; 2025Q3: 105,369 shares; 2025Q4: 211,837 shares 211,837 $9.04M 0.61% +106,468 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: restricted; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 5,708 shares; 2025Q3: 8,770 shares; 2025Q4: 8,193 shares 8,193 $8.8M 0.6% -577 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: restricted; 2024Q4: 36,446 shares; 2025Q1: 36,446 shares; 2025Q2: 35,492 shares; 2025Q3: 35,561 shares; 2025Q4: 35,501 shares 35,501 $8.19M 0.55% -60 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: restricted; 2024Q4: 23,010 shares; 2025Q1: 23,010 shares; 2025Q2: 11,165 shares; 2025Q3: 11,934 shares; 2025Q4: 11,977 shares 11,977 $7.51M 0.51% +43 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,627 shares; 2025Q1: 151,627 shares; 2025Q2: 152,206 shares; 2025Q3: 152,615 shares; 2025Q4: 154,271 shares 154,271 $6.22M 0.42% +1,656 Timeline XAR 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: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 569 shares; 2025Q3: 23,878 shares; 2025Q4: 25,020 shares 25,020 $6.04M 0.41% +1,142 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: restricted; 2024Q4: 28,846 shares; 2025Q1: 28,846 shares; 2025Q2: 28,334 shares; 2025Q3: 26,809 shares; 2025Q4: 30,476 shares 30,476 $5.68M 0.38% +3,667 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: restricted; 2024Q4: 8,841 shares; 2025Q1: 8,841 shares; 2025Q2: 8,751 shares; 2025Q3: 9,228 shares; 2025Q4: 9,250 shares 9,250 $5.68M 0.38% +22 Timeline XLB 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: restricted; 2024Q4: 61,124 shares; 2025Q1: 61,124 shares; 2025Q2: 60,067 shares; 2025Q3: 60,070 shares; 2025Q4: 119,424 shares 119,424 $5.42M 0.37% +59,354 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,987 shares; 2025Q1: 202,987 shares; 2025Q2: 29,065 shares; 2025Q3: 41,562 shares; 2025Q4: 53,896 shares 53,896 $5.41M 0.37% +12,334 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,368 shares; 2025Q1: 142,368 shares; 2025Q2: 138,915 shares; 2025Q3: 135,618 shares; 2025Q4: 133,692 shares 133,692 $5.23M 0.35% -1,926 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: restricted; 2024Q4: 32,023 shares; 2025Q1: 32,023 shares; 2025Q2: 31,411 shares; 2025Q3: 31,208 shares; 2025Q4: 31,310 shares 31,310 $4.81M 0.33% +102 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: restricted; 2024Q4: 31,190 shares; 2025Q1: 31,190 shares; 2025Q2: 31,069 shares; 2025Q3: 31,034 shares; 2025Q4: 31,788 shares 31,788 $4.56M 0.31% +754 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: restricted; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,072 shares; 2025Q3: 9,102 shares; 2025Q4: 9,068 shares 9,068 $4.22M 0.29% -34 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: restricted; 2024Q4: 68,171 shares; 2025Q1: 68,171 shares; 2025Q2: 54,595 shares; 2025Q3: 47,566 shares; 2025Q4: 41,287 shares 41,287 $4.1M 0.28% -6,279 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,387 shares; 2025Q1: 25,387 shares; 2025Q2: 18,408 shares; 2025Q3: 18,409 shares; 2025Q4: 17,402 shares 17,402 $3.64M 0.25% -1,007 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: restricted; 2024Q4: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 148,001 shares; 2025Q3: 151,396 shares; 2025Q4: 8,580 shares 8,580 $3.4M 0.23% -142,816 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: restricted; 2024Q4: 31,192 shares; 2025Q1: 31,192 shares; 2025Q2: 34,768 shares; 2025Q3: 34,819 shares; 2025Q4: 47,842 shares 47,842 $3.34M 0.23% +13,023 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: restricted; 2024Q4: 14,970 shares; 2025Q1: 14,970 shares; 2025Q2: 14,819 shares; 2025Q3: 14,820 shares; 2025Q4: 14,685 shares 14,685 $3.23M 0.22% -135 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,195 shares; 2025Q1: 272,195 shares; 2025Q2: 138,915 shares; 2025Q3: 134,803 shares; 2025Q4: 134,691 shares 134,691 $3.1M 0.21% -112 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: restricted; 2024Q4: 36,254 shares; 2025Q1: 36,254 shares; 2025Q2: 41,588 shares; 2025Q3: 42,691 shares; 2025Q4: 49,915 shares 49,915 $2.86M 0.19% +7,224 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: restricted; 2024Q4: 18,660 shares; 2025Q1: 18,660 shares; 2025Q2: 18,677 shares; 2025Q3: 18,733 shares; 2025Q4: 22,702 shares 22,702 $2.73M 0.18% +3,969 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: restricted; 2024Q4: 12,135 shares; 2025Q1: 12,135 shares; 2025Q2: 20,294 shares; 2025Q3: 44,795 shares; 2025Q4: 45,794 shares 45,794 $2.33M 0.16% +999 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: restricted; 2024Q4: 11,253 shares; 2025Q1: 11,253 shares; 2025Q2: 11,333 shares; 2025Q3: 10,822 shares; 2025Q4: 11,626 shares 11,626 $2.27M 0.15% +804 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: restricted; 2024Q4: 10,990 shares; 2025Q1: 10,990 shares; 2025Q2: 11,097 shares; 2025Q3: 11,425 shares; 2025Q4: 27,680 shares 27,680 $2.21M 0.15% +16,255 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: restricted; 2024Q4: 52,975 shares; 2025Q1: 52,975 shares; 2025Q2: 60,820 shares; 2025Q3: 59,696 shares; 2025Q4: 71,195 shares 71,195 $2.2M 0.15% +11,499 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: restricted; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,480 shares; 2025Q3: 9,490 shares; 2025Q4: 9,415 shares 9,415 $2.15M 0.15% -75 Timeline TLTW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,628 shares 94,628 $2.15M 0.14% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,240 shares; 2025Q1: 37,240 shares; 2025Q2: 45,739 shares; 2025Q3: 46,504 shares; 2025Q4: 52,694 shares 52,694 $2.14M 0.14% +6,190 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: restricted; 2024Q4: 6,797 shares; 2025Q1: 6,797 shares; 2025Q2: 5,837 shares; 2025Q3: 5,879 shares; 2025Q4: 5,886 shares 5,886 $1.97M 0.13% +7 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: restricted; 2024Q4: 8,748 shares; 2025Q1: 8,748 shares; 2025Q2: 8,476 shares; 2025Q3: 8,476 shares; 2025Q4: 8,476 shares 8,476 $1.86M 0.13% 0 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: restricted; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares; 2025Q2: 5,456 shares; 2025Q3: 5,768 shares; 2025Q4: 5,911 shares 5,911 $1.85M 0.13% +143 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,958 shares; 2025Q1: 12,958 shares; 2025Q2: 11,704 shares; 2025Q3: 13,643 shares; 2025Q4: 13,625 shares 13,625 $1.8M 0.12% -18 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: restricted; 2024Q4: 24,226 shares; 2025Q1: 24,226 shares; 2025Q2: 26,945 shares; 2025Q3: 28,007 shares; 2025Q4: 33,557 shares 33,557 $1.69M 0.11% +5,550 Timeline LQDW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,680 shares 67,680 $1.66M 0.11% new 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: restricted; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,439 shares; 2025Q3: 4,456 shares; 2025Q4: 5,163 shares 5,163 $1.62M 0.11% +707 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: restricted; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,807 shares; 2025Q3: 4,865 shares; 2025Q4: 4,946 shares 4,946 $1.59M 0.11% +81 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: restricted; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 17,643 shares; 2025Q4: 20,867 shares 20,867 $1.57M 0.11% +3,224 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: restricted; 2024Q4: 28,278 shares; 2025Q1: 28,278 shares; 2025Q2: 28,324 shares; 2025Q3: 28,453 shares; 2025Q4: 28,446 shares 28,446 $1.56M 0.11% -7 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: restricted; 2024Q4: 13,516 shares; 2025Q1: 13,516 shares; 2025Q2: 13,167 shares; 2025Q3: 12,942 shares; 2025Q4: 12,883 shares 12,883 $1.44M 0.1% -59 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: restricted; 2024Q4: 8,537 shares; 2025Q1: 8,537 shares; 2025Q2: 10,541 shares; 2025Q3: 11,628 shares; 2025Q4: 14,232 shares 14,232 $1.42M 0.1% +2,604 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,492 shares; 2025Q1: 28,492 shares; 2025Q2: 27,584 shares; 2025Q3: 24,966 shares; 2025Q4: 21,505 shares 21,505 $1.42M 0.1% -3,461 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: restricted; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,857 shares; 2025Q3: 3,865 shares; 2025Q4: 4,046 shares 4,046 $1.39M 0.09% +181 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,782 shares; 2025Q1: 8,782 shares; 2025Q2: 9,069 shares; 2025Q3: 17,216 shares; 2025Q4: 17,008 shares 17,008 $1.37M 0.09% -208 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: restricted; 2024Q4: 3,654 shares; 2025Q1: 3,654 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 4,151 shares 4,151 $1.28M 0.09% +409 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,256 shares; 2025Q3: 29,571 shares; 2025Q4: 40,709 shares 40,709 $1.27M 0.09% +11,138 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: restricted; 2024Q4: 33,231 shares; 2025Q1: 33,231 shares; 2025Q2: 30,193 shares; 2025Q3: 30,590 shares; 2025Q4: 30,492 shares 30,492 $1.24M 0.08% -98 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: restricted; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: 2,384 shares; 2025Q3: 2,317 shares; 2025Q4: 2,040 shares 2,040 $1.17M 0.08% -277 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,624 shares; 2025Q3: 20,762 shares; 2025Q4: 23,130 shares 23,130 $1.16M 0.08% +2,368 Timeline HDV 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: restricted; 2024Q4: 18,527 shares; 2025Q1: 18,527 shares; 2025Q2: 8,334 shares; 2025Q3: 8,355 shares; 2025Q4: 9,516 shares 9,516 $1.16M 0.08% +1,161 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: restricted; 2024Q4: 5,876 shares; 2025Q1: 5,876 shares; 2025Q2: 5,607 shares; 2025Q3: 5,608 shares; 2025Q4: 5,502 shares 5,502 $1.14M 0.08% -106 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: restricted; 2024Q4: 11,807 shares; 2025Q1: 11,807 shares; 2025Q2: 11,807 shares; 2025Q3: 11,807 shares; 2025Q4: 11,807 shares 11,807 $1.11M 0.08% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,512 shares; 2025Q1: 9,512 shares; 2025Q2: 18,035 shares; 2025Q3: 17,656 shares; 2025Q4: 17,850 shares 17,850 $1.07M 0.07% +194 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: restricted; 2024Q4: 15,542 shares; 2025Q1: 15,542 shares; 2025Q2: 15,571 shares; 2025Q3: 42,704 shares; 2025Q4: 48,554 shares 48,554 $1.02M 0.07% +5,850 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: restricted; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 1,181 shares 1,181 $1.02M 0.07% +133 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: restricted; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,761 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares 2,056 $1M 0.07% 0 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: restricted; 2024Q4: 3,437 shares; 2025Q1: 3,437 shares; 2025Q2: 3,302 shares; 2025Q3: 3,274 shares; 2025Q4: 3,278 shares 3,278 $1M 0.07% +4 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,918 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares 3,961 $992K 0.07% 0 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: restricted; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,577 shares; 2025Q3: 5,313 shares; 2025Q4: 5,389 shares 5,389 $988K 0.07% +76 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,738 shares; 2025Q1: 8,738 shares; 2025Q2: 8,486 shares; 2025Q3: 8,397 shares; 2025Q4: 8,406 shares 8,406 $969K 0.07% +9 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,480 shares; 2025Q1: 7,480 shares; 2025Q2: 6,924 shares; 2025Q3: 6,925 shares; 2025Q4: 6,927 shares 6,927 $964K 0.07% +2 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: restricted; 2024Q4: 75,515 shares; 2025Q1: 75,515 shares; 2025Q2: 78,751 shares; 2025Q3: 81,242 shares; 2025Q4: 40,662 shares 40,662 $962K 0.07% -40,580 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: restricted; 2024Q4: 5,408 shares; 2025Q1: 5,408 shares; 2025Q2: 5,161 shares; 2025Q3: 5,154 shares; 2025Q4: 6,646 shares 6,646 $952K 0.06% +1,492 Timeline SPYD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,950 shares 21,950 $949K 0.06% new 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: restricted; 2024Q4: 2,997 shares; 2025Q1: 2,997 shares; 2025Q2: 3,107 shares; 2025Q3: 3,126 shares; 2025Q4: 3,128 shares 3,128 $927K 0.06% +2 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: restricted; 2024Q4: 40,182 shares; 2025Q1: 40,182 shares; 2025Q2: 37,431 shares; 2025Q3: 33,781 shares; 2025Q4: 36,395 shares 36,395 $904K 0.06% +2,614 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: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,461 shares; 2025Q3: 2,631 shares; 2025Q4: 2,602 shares 2,602 $901K 0.06% -29 Timeline NANR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,415 shares; 2025Q4: 12,864 shares 12,864 $873K 0.06% +5,449 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,806 shares; 2025Q1: 9,806 shares; 2025Q2: 9,309 shares; 2025Q3: 9,060 shares; 2025Q4: 8,661 shares 8,661 $860K 0.06% -399 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: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 2,485 shares; 2025Q3: 2,758 shares; 2025Q4: 2,817 shares 2,817 $856K 0.06% +59 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 8,935 shares; 2025Q3: 9,004 shares; 2025Q4: 8,903 shares 8,903 $849K 0.06% -101 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: restricted; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 895 shares; 2025Q3: 953 shares; 2025Q4: 1,283 shares 1,283 $847K 0.06% +330 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: restricted; 2024Q4: 3,977 shares; 2025Q1: 3,977 shares; 2025Q2: 3,878 shares; 2025Q3: 3,575 shares; 2025Q4: 3,468 shares 3,468 $841K 0.06% -107 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,558 shares; 2025Q3: 4,598 shares; 2025Q4: 4,391 shares 4,391 $796K 0.05% -207 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: restricted; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 2,209 shares; 2025Q3: 2,245 shares; 2025Q4: 2,238 shares 2,238 $785K 0.05% -7 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 2,257 shares; 2025Q3: 2,250 shares; 2025Q4: 12,080 shares 12,080 $778K 0.05% +9,830 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 26,442 shares; 2025Q3: 26,442 shares; 2025Q4: 25,716 shares 25,716 $773K 0.05% -726 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: restricted; 2024Q4: 4,266 shares; 2025Q1: 4,266 shares; 2025Q2: 4,102 shares; 2025Q3: 4,101 shares; 2025Q4: 3,964 shares 3,964 $773K 0.05% -137 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: restricted; 2024Q4: 7,604 shares; 2025Q1: 7,604 shares; 2025Q2: 7,653 shares; 2025Q3: 7,183 shares; 2025Q4: 7,218 shares 7,218 $773K 0.05% +35 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,690 shares; 2025Q3: 16,697 shares; 2025Q4: 19,364 shares 19,364 $764K 0.05% +2,667 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: restricted; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,385 shares; 2025Q3: 2,295 shares; 2025Q4: 2,302 shares 2,302 $760K 0.05% +7 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: restricted; 2024Q4: 6,398 shares; 2025Q1: 6,398 shares; 2025Q2: 6,339 shares; 2025Q3: 6,302 shares; 2025Q4: 6,365 shares 6,365 $746K 0.05% +63 Timeline INDA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,452 shares; 2025Q4: 13,232 shares 13,232 $715K 0.05% +4,780 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: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $703K 0.05% 0 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: restricted; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 4,037 shares; 2025Q3: 3,941 shares; 2025Q4: 4,500 shares 4,500 $686K 0.05% +559 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: restricted; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 951 shares; 2025Q3: 971 shares; 2025Q4: 1,046 shares 1,046 $684K 0.05% +75 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: restricted; 2024Q4: 6,062 shares; 2025Q1: 6,062 shares; 2025Q2: 5,611 shares; 2025Q3: 5,612 shares; 2025Q4: 5,615 shares 5,615 $675K 0.05% +3 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: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,782 shares; 2025Q3: 2,339 shares; 2025Q4: 4,680 shares 4,680 $674K 0.05% +2,341 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,075 shares; 2025Q1: 8,075 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 6,917 shares 6,917 $670K 0.05% -4 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: restricted; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 4,725 shares; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares 4,637 $665K 0.04% 0 Timeline PPA 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: restricted; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 4,222 shares; 2025Q3: 4,223 shares; 2025Q4: 4,223 shares 4,223 $661K 0.04% 0 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: restricted; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 642 shares; 2025Q3: 616 shares; 2025Q4: 6,999 shares 6,999 $656K 0.04% +6,383 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,608 shares; 2025Q1: 5,608 shares; 2025Q2: 10,971 shares; 2025Q3: 10,759 shares; 2025Q4: 11,057 shares 11,057 $643K 0.04% +298 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: restricted; 2024Q4: 6,611 shares; 2025Q1: 6,611 shares; 2025Q2: 4,451 shares; 2025Q3: 6,245 shares; 2025Q4: 5,800 shares 5,800 $639K 0.04% -445 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: restricted; 2024Q4: 19,741 shares; 2025Q1: 19,741 shares; 2025Q2: 26,897 shares; 2025Q3: 26,727 shares; 2025Q4: 23,662 shares 23,662 $637K 0.04% -3,065 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,820 shares; 2025Q1: 9,820 shares; 2025Q2: 8,305 shares; 2025Q3: 8,182 shares; 2025Q4: 7,896 shares 7,896 $634K 0.04% -286 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: restricted; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,039 shares; 2025Q4: 1,041 shares 1,041 $603K 0.04% +2 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 1,496 shares 1,496 $600K 0.04% +500 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: restricted; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 558 shares 558 $597K 0.04% +65 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,087 shares; 2025Q1: 12,087 shares; 2025Q2: 8,993 shares; 2025Q3: 8,819 shares; 2025Q4: 8,836 shares 8,836 $595K 0.04% +17 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: restricted; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 3,493 shares; 2025Q3: 3,223 shares; 2025Q4: 3,335 shares 3,335 $593K 0.04% +112 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,992 shares; 2025Q4: 13,944 shares 13,944 $592K 0.04% +952 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,507 shares; 2025Q3: 1,595 shares; 2025Q4: 1,624 shares 1,624 $585K 0.04% +29 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: restricted; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,807 shares; 2025Q3: 2,709 shares; 2025Q4: 2,714 shares 2,714 $581K 0.04% +5 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,796 shares; 2025Q1: 7,796 shares; 2025Q2: 11,794 shares; 2025Q3: 16,031 shares; 2025Q4: 17,591 shares 17,591 $581K 0.04% +1,560 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: restricted; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,698 shares; 2025Q3: 3,603 shares; 2025Q4: 3,610 shares 3,610 $556K 0.04% +7 Timeline RWL 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: restricted; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,859 shares; 2025Q3: 4,859 shares; 2025Q4: 4,859 shares 4,859 $556K 0.04% 0 Timeline SRLN 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: restricted; 2024Q4: 11,013 shares; 2025Q1: 11,013 shares; 2025Q2: 12,657 shares; 2025Q3: 12,654 shares; 2025Q4: 13,374 shares 13,374 $552K 0.04% +720 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: restricted; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 3,903 shares; 2025Q3: 3,906 shares; 2025Q4: 4,389 shares 4,389 $550K 0.04% +483 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: restricted; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,949 shares; 2025Q3: 6,772 shares; 2025Q4: 7,014 shares 7,014 $540K 0.04% +242 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: restricted; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 4,361 shares; 2025Q3: 4,063 shares; 2025Q4: 3,227 shares 3,227 $525K 0.04% -836 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: restricted; 2024Q4: 9,329 shares; 2025Q1: 9,329 shares; 2025Q2: 8,687 shares; 2025Q3: 8,725 shares; 2025Q4: 9,110 shares 9,110 $525K 0.04% +385 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: restricted; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 9,014 shares; 2025Q3: 9,016 shares; 2025Q4: 8,664 shares 8,664 $508K 0.03% -352 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,367 shares; 2025Q3: 1,369 shares; 2025Q4: 1,357 shares 1,357 $502K 0.03% -12 Timeline ESGV 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: restricted; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,879 shares; 2025Q3: 3,852 shares; 2025Q4: 4,111 shares 4,111 $497K 0.03% +259 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: restricted; 2024Q4: 5,765 shares; 2025Q1: 5,765 shares; 2025Q2: 5,772 shares; 2025Q3: 5,775 shares; 2025Q4: 5,609 shares 5,609 $489K 0.03% -166 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: restricted; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares 1,019 $482K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,087 shares; 2025Q1: 17,087 shares; 2025Q2: 16,906 shares; 2025Q3: 16,974 shares; 2025Q4: 17,041 shares 17,041 $468K 0.03% +67 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,396 shares; 2025Q1: 20,396 shares; 2025Q2: 2,716 shares; 2025Q3: 138 shares; 2025Q4: 9,733 shares 9,733 $468K 0.03% +9,595 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: restricted; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares 3,705 $457K 0.03% 0 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: restricted; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,674 shares; 2025Q4: 1,881 shares 1,881 $454K 0.03% +207 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,199 shares; 2025Q1: 15,199 shares; 2025Q2: 15,636 shares; 2025Q3: 15,652 shares; 2025Q4: 16,370 shares 16,370 $449K 0.03% +718 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,240 shares; 2025Q1: 17,240 shares; 2025Q2: 16,964 shares; 2025Q3: 17,015 shares; 2025Q4: 17,062 shares 17,062 $448K 0.03% +47 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: restricted; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 512 shares; 2025Q3: 513 shares; 2025Q4: 507 shares 507 $446K 0.03% -6 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: restricted; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,115 shares; 2025Q3: 2,108 shares; 2025Q4: 2,109 shares 2,109 $444K 0.03% +1 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: restricted; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,875 shares; 2025Q3: 3,878 shares; 2025Q4: 3,828 shares 3,828 $435K 0.03% -50 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: restricted; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 2,235 shares; 2025Q3: 2,236 shares; 2025Q4: 2,237 shares 2,237 $427K 0.03% +1 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: restricted; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 14,048 shares; 2025Q3: 12,142 shares; 2025Q4: 11,198 shares 11,198 $414K 0.03% -944 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $411K 0.03% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 710 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $398K 0.03% 0 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: restricted; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 2,417 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares 2,453 $393K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,617 shares; 2025Q1: 3,617 shares; 2025Q2: 5,558 shares; 2025Q3: 5,558 shares; 2025Q4: 5,558 shares 5,558 $386K 0.03% 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: restricted; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 1,340 shares 1,340 $383K 0.03% +609 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: restricted; 2024Q4: 8,161 shares; 2025Q1: 8,161 shares; 2025Q2: 11,222 shares; 2025Q3: 10,217 shares; 2025Q4: 11,916 shares 11,916 $382K 0.03% +1,699 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: restricted; 2024Q4: 4,630 shares; 2025Q1: 4,630 shares; 2025Q2: 4,537 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares 4,690 $377K 0.03% 0 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: restricted; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 1,250 shares; 2025Q3: 1,526 shares; 2025Q4: 1,458 shares 1,458 $376K 0.03% -68 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,718 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares 10,369 $376K 0.03% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $374K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,508 shares; 2025Q1: 7,508 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 7,823 shares 7,823 $374K 0.03% +552 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,263 shares; 2025Q1: 25,263 shares; 2025Q2: 22,689 shares; 2025Q3: 22,152 shares; 2025Q4: 22,074 shares 22,074 $374K 0.03% -78 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,335 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,335 shares 4,335 $360K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,383 shares; 2025Q1: 7,383 shares; 2025Q2: 8,800 shares; 2025Q3: 7,158 shares; 2025Q4: 9,708 shares 9,708 $358K 0.02% +2,550 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238 $357K 0.02% 0 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: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 794 shares 794 $357K 0.02% +11 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,707 shares; 2025Q1: 3,707 shares; 2025Q2: 6,745 shares; 2025Q3: 6,745 shares; 2025Q4: 5,590 shares 5,590 $356K 0.02% -1,155 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,804 shares; 2025Q1: 12,804 shares; 2025Q2: 14,558 shares; 2025Q3: 11,058 shares; 2025Q4: 7,556 shares 7,556 $355K 0.02% -3,502 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: restricted; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares 1,051 $354K 0.02% 0 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: restricted; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 2,014 shares; 2025Q3: 2,020 shares; 2025Q4: 2,027 shares 2,027 $347K 0.02% +7 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: restricted; 2024Q4: 57,938 shares; 2025Q1: 57,938 shares; 2025Q2: 2,133 shares; 2025Q3: 1,759 shares; 2025Q4: 1,749 shares 1,749 $335K 0.02% -10 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 751 shares; 2025Q4: 751 shares 751 $335K 0.02% 0 HYGW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,159 shares 11,159 $333K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 3,104 shares; 2025Q3: 3,126 shares; 2025Q4: 5,852 shares 5,852 $330K 0.02% +2,726 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: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 365 shares; 2025Q3: 401 shares; 2025Q4: 401 shares 401 $329K 0.02% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,505 shares; 2025Q1: 18,505 shares; 2025Q2: 22,734 shares; 2025Q3: 27,283 shares; 2025Q4: 29,013 shares 29,013 $311K 0.02% +1,730 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,839 shares; 2025Q1: 7,839 shares; 2025Q2: 7,839 shares; 2025Q3: 7,924 shares; 2025Q4: 7,924 shares 7,924 $304K 0.02% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,121 shares; 2025Q1: 9,121 shares; 2025Q2: 12,109 shares; 2025Q3: 12,724 shares; 2025Q4: 13,542 shares 13,542 $303K 0.02% +818 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: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,645 shares 1,645 $292K 0.02% +7 Timeline NYF 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: restricted; 2024Q4: 4,302 shares; 2025Q1: 4,302 shares; 2025Q2: 4,354 shares; 2025Q3: 4,388 shares; 2025Q4: 5,371 shares 5,371 $287K 0.02% +983 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: restricted; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 540 shares; 2025Q3: 576 shares; 2025Q4: 561 shares 561 $286K 0.02% -15 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,979 shares; 2025Q4: 6,606 shares 6,606 $282K 0.02% -124,373 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,436 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares 1,383 $279K 0.02% 0 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: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares 1,303 $276K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares 3,173 $272K 0.02% 0 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: restricted; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares 1,104 $272K 0.02% 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: restricted; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,460 shares; 2025Q3: 3,660 shares; 2025Q4: 3,672 shares 3,672 $270K 0.02% +12 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,551 shares; 2025Q4: 7,395 shares 7,395 $268K 0.02% +1,844 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 272 shares; 2025Q4: 283 shares 283 $264K 0.02% +11 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 889 shares; 2025Q3: 819 shares; 2025Q4: 807 shares 807 $262K 0.02% -12 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: restricted; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 8,920 shares; 2025Q3: 7,156 shares; 2025Q4: 10,484 shares 10,484 $261K 0.02% +3,328 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: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares; 2025Q4: 2,716 shares 2,716 $261K 0.02% 0 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: restricted; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 377 shares; 2025Q3: 450 shares; 2025Q4: 456 shares 456 $260K 0.02% +6 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: restricted; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 1,228 shares; 2025Q3: 1,199 shares; 2025Q4: 1,322 shares 1,322 $256K 0.02% +123 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares 3,010 $249K 0.02% 0 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: restricted; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 5,181 shares; 2025Q3: 5,191 shares; 2025Q4: 4,602 shares 4,602 $248K 0.02% -589 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: restricted; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 6,252 shares; 2025Q3: 6,259 shares; 2025Q4: 6,265 shares 6,265 $248K 0.02% +6 Timeline UFOX 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: restricted; 2024Q4: 3,877 shares; 2025Q1: 3,877 shares; 2025Q2: 3,882 shares; 2025Q3: 3,884 shares; 2025Q4: 3,886 shares 3,886 $248K 0.02% +2 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,255 shares; 2025Q1: 6,255 shares; 2025Q2: 8,092 shares; 2025Q3: 8,462 shares; 2025Q4: 8,777 shares 8,777 $247K 0.02% +315 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: restricted; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 8,175 shares; 2025Q3: 8,187 shares; 2025Q4: 8,202 shares 8,202 $245K 0.02% +15 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621 $242K 0.02% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 4,066 shares 4,066 $240K 0.02% +4,010 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: restricted; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $238K 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: restricted; 2024Q4: 17,157 shares; 2025Q1: 17,157 shares; 2025Q2: 20,407 shares; 2025Q3: 17,989 shares; 2025Q4: 17,208 shares 17,208 $226K 0.02% -781 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares 1,967 $224K 0.02% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares 2,526 $224K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 759 shares 759 $223K 0.02% +415 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: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,322 shares; 2025Q3: 2,326 shares; 2025Q4: 2,346 shares 2,346 $219K 0.01% +20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,557 shares; 2025Q3: 2,294 shares; 2025Q4: 2,294 shares 2,294 $215K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,775 shares 1,775 $213K 0.01% +849 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 2,368 shares; 2025Q3: 1,831 shares; 2025Q4: 2,322 shares 2,322 $212K 0.01% +491 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares 4,227 $210K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 2,419 shares; 2025Q3: 1,827 shares; 2025Q4: 1,828 shares 1,828 $206K 0.01% +1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,426 shares; 2025Q3: 2,438 shares; 2025Q4: 2,455 shares 2,455 $206K 0.01% +17 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: restricted; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,766 shares; 2025Q3: 1,829 shares; 2025Q4: 1,630 shares 1,630 $205K 0.01% -199 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 1,210 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares 1,211 $203K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $201K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares 3,707 $200K 0.01% +85 Timeline BSSX 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: restricted; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares 7,700 $199K 0.01% 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: restricted; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares 1,606 $197K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares 2,201 $197K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,459 shares; 2025Q4: 1,426 shares 1,426 $197K 0.01% -33 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: restricted; 2024Q4: 2,637 shares; 2025Q1: 2,637 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares 1,833 $193K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares 1,304 $189K 0.01% 0 Timeline VDE 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: restricted; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 1,482 shares; 2025Q3: 1,484 shares; 2025Q4: 1,486 shares 1,486 $187K 0.01% +2 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,341 shares; 2025Q1: 8,341 shares; 2025Q2: 8,293 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares 7,730 $186K 0.01% 0 Timeline SNSR 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: restricted; 2024Q4: 6,726 shares; 2025Q1: 6,726 shares; 2025Q2: 6,184 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares 4,983 $184K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 204 shares; 2025Q3: 215 shares; 2025Q4: 209 shares 209 $184K 0.01% -6 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: restricted; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares 919 $184K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 582 shares 582 $181K 0.01% -44 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 854 shares; 2025Q4: 830 shares 830 $180K 0.01% -24 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: restricted; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,126 shares 1,126 $180K 0.01% -19 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares 4,110 $179K 0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,603 shares; 2025Q1: 3,603 shares; 2025Q2: 3,551 shares; 2025Q3: 3,534 shares; 2025Q4: 3,541 shares 3,541 $179K 0.01% +7 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: restricted; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 2,133 shares; 2025Q3: 1,789 shares; 2025Q4: 1,618 shares 1,618 $178K 0.01% -171 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,467 shares; 2025Q1: 7,467 shares; 2025Q2: 7,467 shares; 2025Q3: 5,659 shares; 2025Q4: 6,095 shares 6,095 $176K 0.01% +436 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 454 shares 454 $174K 0.01% +428 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,011 shares; 2025Q4: 2,171 shares 2,171 $172K 0.01% +160 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 1,454 shares; 2025Q3: 1,650 shares; 2025Q4: 1,454 shares 1,454 $171K 0.01% -196 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,601 shares 2,601 $170K 0.01% new 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: restricted; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 909 shares; 2025Q3: 1,332 shares; 2025Q4: 1,437 shares 1,437 $169K 0.01% +105 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,198 shares; 2025Q3: 1,031 shares; 2025Q4: 1,034 shares 1,034 $169K 0.01% +3 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: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 960 shares; 2025Q3: 979 shares; 2025Q4: 979 shares 979 $168K 0.01% 0 Timeline IFRA 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: restricted; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares 3,132 $165K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,361 shares; 2025Q3: 1,272 shares; 2025Q4: 1,240 shares 1,240 $160K 0.01% -32 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares 1,728 $160K 0.01% 0 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: restricted; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 634 shares 634 $159K 0.01% -86 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,300 shares 1,300 $158K 0.01% -7 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares 1,158 $155K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,526 shares 1,526 $154K 0.01% -350 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: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 306 shares; 2025Q3: 318 shares; 2025Q4: 318 shares 318 $154K 0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares 2,364 $153K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares 642 $151K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 847 shares; 2025Q3: 848 shares; 2025Q4: 524 shares 524 $150K 0.01% -324 Timeline BSCR 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: restricted; 2024Q4: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 7,418 shares; 2025Q3: 7,418 shares; 2025Q4: 7,418 shares 7,418 $146K 0.01% 0 Timeline FLBR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,841 shares; 2025Q4: 7,522 shares 7,522 $143K 0.01% -319 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $140K 0.01% 0 Timeline FV 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: restricted; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,192 shares 2,192 $138K 0.01% -186 Timeline SPGP 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: restricted; 2024Q4: 259,817 shares; 2025Q1: 259,817 shares; 2025Q2: 2,816 shares; 2025Q3: 2,098 shares; 2025Q4: 1,190 shares 1,190 $135K 0.01% -908 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,361 shares; 2025Q3: 2,365 shares; 2025Q4: 2,369 shares 2,369 $134K 0.01% +4 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares 1,660 $134K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares 445 $134K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 1,510 shares; 2025Q3: 1,511 shares; 2025Q4: 1,513 shares 1,513 $134K 0.01% +2 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,120 shares; 2025Q3: 1,121 shares; 2025Q4: 1,144 shares 1,144 $133K 0.01% +23 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: restricted; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares 671 $133K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $132K 0.01% 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: restricted; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares 1,432 $132K 0.01% 0 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: restricted; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares 568 $131K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 287 shares; 2025Q3: 275 shares; 2025Q4: 280 shares 280 $131K 0.01% +5 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: restricted; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares 1,838 $131K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 2,961 shares; 2025Q3: 2,479 shares; 2025Q4: 2,137 shares 2,137 $129K 0.01% -342 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: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares 427 $129K 0.01% +1 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: restricted; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,512 shares; 2025Q3: 3,542 shares; 2025Q4: 3,542 shares 3,542 $128K 0.01% 0 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: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 561 shares 561 $128K 0.01% +5 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: restricted; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 2,281 shares; 2025Q4: 2,374 shares 2,374 $128K 0.01% +93 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares 1,358 $126K 0.01% 0 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: restricted; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares 2,138 $125K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 3,104 shares; 2025Q3: 2,814 shares; 2025Q4: 3,014 shares 3,014 $124K 0.01% +200 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 698 shares 698 $124K 0.01% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares 358 $121K 0.01% 0 Timeline IGM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 930 shares 930 $120K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 2,869 shares; 2025Q3: 2,856 shares; 2025Q4: 3,421 shares 3,421 $119K 0.01% +565 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 541 shares; 2025Q4: 520 shares 520 $118K 0.01% -21 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: restricted; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 443 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $118K 0.01% 0 Timeline REMX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares 1,581 $117K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares 2,502 $117K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 251 shares; 2025Q3: 246 shares; 2025Q4: 238 shares 238 $117K 0.01% -8 Timeline XME 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,125 shares 1,125 $117K 0.01% +38 Timeline FLJP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares 3,383 $117K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares 1,453 $112K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230 $111K 0.01% 0 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: restricted; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 520 shares; 2025Q3: 580 shares; 2025Q4: 672 shares 672 $109K 0.01% +92 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: restricted; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares 623 $108K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,827 shares; 2025Q1: 6,827 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares 4,843 $108K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 384 shares; 2025Q3: 298 shares; 2025Q4: 301 shares 301 $106K 0.01% +3 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 333 shares; 2025Q3: 411 shares; 2025Q4: 379 shares 379 $106K 0.01% -32 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: restricted; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares 1,312 $105K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 704 shares; 2025Q3: 705 shares; 2025Q4: 706 shares 706 $105K 0.01% +1 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares 601 $104K 0.01% 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: restricted; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares 344 $103K 0.01% 0 Timeline KRE 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: restricted; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,249 shares; 2025Q3: 1,321 shares; 2025Q4: 1,561 shares 1,561 $101K 0.01% +240 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 2,816 shares; 2025Q3: 2,837 shares; 2025Q4: 5,261 shares 5,261 $99K 0.01% +2,424 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares 4,782 $98.8K 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $98.6K 0.01% 0 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: restricted; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,511 shares; 2025Q3: 1,601 shares; 2025Q4: 1,415 shares 1,415 $98.2K 0.01% -186 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares 918 $98K 0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 495 shares 495 $97.4K 0.01% -30 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: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,291 shares; 2025Q3: 1,270 shares; 2025Q4: 1,201 shares 1,201 $95.4K 0.01% -69 Timeline XCEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,542 shares; 2025Q3: 2,432 shares; 2025Q4: 2,432 shares 2,432 $93.3K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares 414 $92.4K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: 944 shares; 2025Q4: 824 shares 824 $90.4K 0.01% -120 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: restricted; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $89.7K 0.01% 0 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: restricted; 2024Q4: 330,450 shares; 2025Q1: 330,450 shares; 2025Q2: 1,346 shares; 2025Q3: 1,136 shares; 2025Q4: 1,027 shares 1,027 $89.5K 0.01% -109 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,104 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 7,224 shares; 2025Q4: 7,224 shares 7,224 $88.9K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 527 shares; 2025Q4: 527 shares 527 $88.3K 0.01% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares 1,609 $88.2K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 301 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $87.2K 0.01% 0 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: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $85.5K 0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,886 shares; 2025Q1: 16,886 shares; 2025Q2: 15,231 shares; 2025Q3: 15,231 shares; 2025Q4: 15,231 shares 15,231 $84.8K 0.01% 0 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: restricted; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 793 shares; 2025Q3: 800 shares; 2025Q4: 587 shares 587 $84.2K 0.01% -213 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 263 shares; 2025Q4: 263 shares 263 $83.8K 0.01% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $83.6K 0.01% 0 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: restricted; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 319 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $83.5K 0.01% 0 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: restricted; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 397 shares; 2025Q3: 525 shares; 2025Q4: 538 shares 538 $83.3K 0.01% +13 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 53 shares; 2025Q4: 123 shares 123 $83.2K 0.01% +70 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares 795 $82.7K 0.01% 0 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: restricted; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 1,883 shares; 2025Q3: 1,388 shares; 2025Q4: 1,628 shares 1,628 $82.7K 0.01% +240 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 270 shares 270 $82.7K 0.01% +100 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,820 shares; 2025Q1: 4,820 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,724 shares 4,724 $82.6K 0.01% +31 Timeline IDMO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $82.2K 0.01% 0 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: restricted; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares 281 $81.6K 0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares 1,236 $81.5K 0.01% 0 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: restricted; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 763 shares; 2025Q4: 763 shares 763 $81.4K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 175 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $80.6K 0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares 423 $77.3K 0.01% 0 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares 1,366 $76.9K 0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 7,594 shares; 2025Q3: 3,102 shares; 2025Q4: 1,290 shares 1,290 $76.8K 0.01% -1,812 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 220 shares; 2025Q3: 247 shares; 2025Q4: 217 shares 217 $76.3K 0.01% -30 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: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 158 shares; 2025Q3: 967 shares; 2025Q4: 933 shares 933 $76.2K 0.01% -34 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: restricted; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares 2,773 $75.5K 0.01% 0 Timeline VSGX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,045 shares; 2025Q4: 1,043 shares 1,043 $74.7K 0.01% -2 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,596 shares; 2025Q3: 3,634 shares; 2025Q4: 3,673 shares 3,673 $74.3K 0.01% +39 Timeline PSCT 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: restricted; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares 1,305 $73.9K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares 1,098 $73.6K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,630 shares; 2025Q3: 1,633 shares; 2025Q4: 1,636 shares 1,636 $73.3K <0.01% +3 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: restricted; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 552 shares 552 $73.2K <0.01% +1 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 865 shares 865 $72.8K <0.01% +200 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 4,063 shares; 2025Q3: 4,084 shares; 2025Q4: 4,105 shares 4,105 $72.5K <0.01% +21 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $71.2K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares 1,301 $71K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 824 shares; 2025Q3: 503 shares; 2025Q4: 500 shares 500 $70.5K <0.01% -3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $70.3K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 601 shares; 2025Q3: 414 shares; 2025Q4: 414 shares 414 $70.2K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 853 shares 853 $70K <0.01% +75 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 362 shares; 2025Q3: 437 shares; 2025Q4: 367 shares 367 $69.1K <0.01% -70 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares 1,074 $68.8K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $68.8K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 160 shares 160 $67.5K <0.01% -125 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: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 218 shares; 2025Q3: 505 shares; 2025Q4: 514 shares 514 $67.3K <0.01% +9 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares 506 $66.6K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 331 shares; 2025Q3: 323 shares; 2025Q4: 212 shares 212 $66.2K <0.01% -111 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: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 4,521 shares; 2025Q3: 3,930 shares; 2025Q4: 3,971 shares 3,971 $65.5K <0.01% +41 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: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244 $65.5K <0.01% 0 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: restricted; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306 $64.8K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $62.9K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares 356 $62.7K <0.01% 0 Timeline IJS 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: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $62.5K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 374 shares; 2025Q3: 362 shares; 2025Q4: 336 shares 336 $61.8K <0.01% -26 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares 726 $61.2K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $61.2K <0.01% 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: restricted; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 373 shares; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $60.9K <0.01% 0 Timeline HYD 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: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares 1,188 $60.7K <0.01% 0 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares 1,026 $60.3K <0.01% 0 Timeline ITA 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: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 280 shares 280 $60.2K <0.01% +47 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares 651 $58.5K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 226 shares; 2025Q4: 212 shares 212 $58.3K <0.01% -14 Timeline KBE 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: restricted; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares 938 $56.9K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $56.8K <0.01% 0 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: restricted; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 1,291 shares; 2025Q3: 1,299 shares; 2025Q4: 1,178 shares 1,178 $56.4K <0.01% -121 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 641 shares 641 $56.1K <0.01% +10 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: restricted; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 757 shares; 2025Q3: 760 shares; 2025Q4: 764 shares 764 $56.1K <0.01% +4 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $56K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $55.6K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $55.5K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 1,467 shares; 2025Q4: 1,950 shares 1,950 $54.9K <0.01% +483 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares 1,294 $53.5K <0.01% 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: restricted; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 69 shares; 2025Q4: 345 shares 345 $52.9K <0.01% +276 Timeline XJH 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: restricted; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,159 shares; 2025Q3: 1,153 shares; 2025Q4: 1,178 shares 1,178 $52.6K <0.01% +25 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares 1,179 $52.4K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 350 shares; 2025Q3: 466 shares; 2025Q4: 468 shares 468 $51.6K <0.01% +2 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $50.8K <0.01% 0 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares 1,864 $50.7K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724 $50.1K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares 384 $50K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 304 shares; 2025Q4: 305 shares 305 $49.1K <0.01% +1 Timeline VDC 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: restricted; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $49K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares 651 $48.4K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 871 shares; 2025Q4: 670 shares 670 $48K <0.01% -201 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424 $47.6K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares 974 $47.3K <0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,242 shares 1,242 $46.4K <0.01% -39 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 3,762 shares; 2025Q3: 3,274 shares; 2025Q4: 1,986 shares 1,986 $46.4K <0.01% -1,288 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: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 255 shares; 2025Q3: 402 shares; 2025Q4: 342 shares 342 $46.4K <0.01% -60 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares 1,102 $46K <0.01% 0 Timeline ICLN 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: restricted; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares 2,778 $45.6K <0.01% 0 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: restricted; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $45.6K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares 297 $44.9K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $44.5K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $43.7K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 624 shares; 2025Q3: 577 shares; 2025Q4: 558 shares 558 $43.5K <0.01% -19 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares 682 $42.9K <0.01% 0 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares 381 $42.5K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $42.4K <0.01% 0 Timeline QQQM 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: restricted; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 167 shares 167 $42.2K <0.01% -803 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: restricted; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 164 shares 164 $42.2K <0.01% -426 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares; 2025Q4: 1,896 shares 1,896 $42K <0.01% -1,078 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares 437 $42K <0.01% 0 Timeline BSCQ 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: restricted; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares 2,140 $41.9K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 399 shares; 2025Q4: 401 shares 401 $41.7K <0.01% +2 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: restricted; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 527 shares; 2025Q4: 117 shares 117 $40.9K <0.01% -410 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,232 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares 4,232 $40.8K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares 949 $40.8K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109 $40.7K <0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $40.6K <0.01% 0 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: restricted; 2024Q4: 4,114 shares; 2025Q1: 4,114 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares 1,670 $40.5K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $40.2K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares 3,424 $40K <0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares 1,565 $39.9K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $39.9K <0.01% 0 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: restricted; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares 481 $39.4K <0.01% 0 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: restricted; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 831 shares; 2025Q3: 968 shares; 2025Q4: 624 shares 624 $39K <0.01% -344 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: restricted; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 541 shares 541 $38.7K <0.01% +2 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares 239 $38.6K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 482 shares; 2025Q3: 300 shares; 2025Q4: 235 shares 235 $38.2K <0.01% -65 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: restricted; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares 279 $38.1K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 371 shares; 2025Q3: 373 shares; 2025Q4: 375 shares 375 $37.8K <0.01% +2 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,113 shares; 2025Q4: 1,153 shares 1,153 $37.7K <0.01% +40 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 118 shares 118 $37.2K <0.01% +43 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $37.1K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $37K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 408 shares 408 $36.7K <0.01% +1 Timeline FXZ 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: restricted; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $36.5K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 175 shares 175 $36.3K <0.01% -19 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares 1,182 $36K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 696 shares; 2025Q3: 702 shares; 2025Q4: 721 shares 721 $35.7K <0.01% +19 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: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 545 shares; 2025Q4: 437 shares 437 $35.5K <0.01% -108 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 1,465 shares; 2025Q3: 1,509 shares; 2025Q4: 1,566 shares 1,566 $35.4K <0.01% +57 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,888 shares; 2025Q3: 2,968 shares; 2025Q4: 3,027 shares 3,027 $35.3K <0.01% +59 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: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 172 shares; 2025Q4: 124 shares 124 $35.1K <0.01% -48 Timeline XOP 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: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 430 shares; 2025Q3: 281 shares; 2025Q4: 277 shares 277 $35K <0.01% -4 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: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $35K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 2,135 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares 1,321 $34.8K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 314 shares 314 $34.6K <0.01% +5 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: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 288 shares; 2025Q3: 197 shares; 2025Q4: 187 shares 187 $34.4K <0.01% -10 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: restricted; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 650 shares; 2025Q4: 651 shares 651 $34.4K <0.01% +1 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: restricted; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $34.3K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $34.1K <0.01% 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: restricted; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares 466 $34.1K <0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,570 shares 1,570 $34K <0.01% +70 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: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $34K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares 631 $34K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 165 shares; 2025Q3: 347 shares; 2025Q4: 371 shares 371 $33.9K <0.01% +24 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: restricted; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $33.7K <0.01% 0 Timeline GVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 314 shares 314 $33.7K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $33.6K <0.01% 0 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares 1,860 $33.5K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $33.5K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 254 shares; 2025Q3: 256 shares; 2025Q4: 258 shares 258 $33.3K <0.01% +2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 337 shares 337 $33.1K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 830 shares; 2025Q3: 350 shares; 2025Q4: 217 shares 217 $32.6K <0.01% -133 Timeline QRMI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares 1,992 $31.9K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $31.9K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares 187 $31.6K <0.01% 0 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: restricted; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares 524 $31.5K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 588 shares 588 $31.3K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 155 shares; 2025Q4: 158 shares 158 $30.7K <0.01% +3 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $30.6K <0.01% 0 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: restricted; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $30.4K <0.01% 0 Timeline SCHR 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: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares 1,211 $30.4K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $30.4K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 360 shares 360 $30.1K <0.01% +300 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: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 90 shares; 2025Q3: 59 shares; 2025Q4: 49 shares 49 $29.6K <0.01% -10 Timeline ARKQ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 258 shares; 2025Q4: 258 shares 258 $29.6K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $29.6K <0.01% 0 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: restricted; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 696 shares; 2025Q3: 737 shares; 2025Q4: 737 shares 737 $29.6K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $29.5K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 298 shares; 2025Q3: 444 shares; 2025Q4: 384 shares 384 $29.4K <0.01% -60 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares 624 $29K <0.01% 0 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: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 553 shares; 2025Q3: 903 shares; 2025Q4: 1,103 shares 1,103 $28.8K <0.01% +200 Timeline VSS 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $28.7K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 500 shares; 2025Q3: 462 shares; 2025Q4: 397 shares 397 $27.8K <0.01% -65 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares 1,609 $27.7K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 93 shares; 2025Q3: 160 shares; 2025Q4: 133 shares 133 $27.7K <0.01% -27 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $27.7K <0.01% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares 379 $27.7K <0.01% +1 Timeline