BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,861 shares; 2024Q4: 17,101 shares; 2025Q1: 17,101 shares; 2025Q2: 17,117 shares; 2025Q3: 17,103 shares; 2025Q4: 12,973 shares 12,973 $69.5M 12.05% -4,130 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: 61,572 shares; 2024Q4: 62,300 shares; 2025Q1: 62,427 shares; 2025Q2: 62,474 shares; 2025Q3: 77,616 shares; 2025Q4: 77,850 shares 77,850 $53.2M 9.23% +234 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: 9,878 shares; 2024Q4: 12,801 shares; 2025Q1: 12,817 shares; 2025Q2: 43,556 shares; 2025Q3: 46,424 shares; 2025Q4: 46,170 shares 46,170 $30.5M 5.29% -254 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,562 shares; 2024Q4: 42,903 shares; 2025Q1: 42,903 shares; 2025Q2: 42,903 shares; 2025Q3: 43,029 shares; 2025Q4: 40,353 shares 40,353 $27.6M 4.79% -2,676 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: 58,102 shares; 2024Q4: 63,369 shares; 2025Q1: 67,215 shares; 2025Q2: 77,349 shares; 2025Q3: 76,347 shares; 2025Q4: 74,924 shares 74,924 $25.1M 4.36% -1,423 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: 295,579 shares; 2024Q4: 352,247 shares; 2025Q1: 347,175 shares; 2025Q2: 488,080 shares; 2025Q3: 478,246 shares; 2025Q4: 400,814 shares 400,814 $25M 4.34% -77,432 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: 35,954 shares; 2024Q4: 44,623 shares; 2025Q1: 44,950 shares; 2025Q2: 81,778 shares; 2025Q3: 80,136 shares; 2025Q4: 79,985 shares 79,985 $25M 4.34% -151 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: 21,027 shares; 2024Q4: 21,115 shares; 2025Q1: 21,078 shares; 2025Q2: 84,076 shares; 2025Q3: 73,497 shares; 2025Q4: 69,520 shares 69,520 $21.8M 3.78% -3,977 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: 62,767 shares; 2024Q4: 71,775 shares; 2025Q1: 67,424 shares; 2025Q2: 73,794 shares; 2025Q3: 67,191 shares; 2025Q4: 65,851 shares 65,851 $17.9M 3.1% -1,340 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: 75,158 shares; 2024Q4: 76,295 shares; 2025Q1: 76,300 shares; 2025Q2: 69,800 shares; 2025Q3: 69,800 shares; 2025Q4: 71,710 shares 71,710 $15.8M 2.73% +1,910 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,512 shares; 2024Q4: 63,378 shares; 2025Q1: 64,987 shares; 2025Q2: 69,387 shares; 2025Q3: 65,922 shares; 2025Q4: 65,930 shares 65,930 $15.2M 2.64% +8 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: 7,338 shares; 2024Q4: 14,914 shares; 2025Q1: 16,581 shares; 2025Q2: 21,604 shares; 2025Q3: 22,194 shares; 2025Q4: 23,081 shares 23,081 $14.5M 2.51% +887 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280,263 shares; 2024Q4: 1,270,763 shares; 2025Q1: 1,156,303 shares; 2025Q2: 1,156,303 shares; 2025Q3: 1,110,391 shares; 2025Q4: 1,092,918 shares 1,092,918 $12.9M 2.23% -17,473 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,168 shares; 2024Q4: 100,325 shares; 2025Q1: 101,826 shares; 2025Q2: 83,873 shares; 2025Q3: 84,511 shares; 2025Q4: 84,327 shares 84,327 $11.9M 2.06% -184 Timeline EWW 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: 127,162 shares; 2024Q4: 128,540 shares; 2025Q1: 128,540 shares; 2025Q2: 129,336 shares; 2025Q3: 134,801 shares; 2025Q4: 134,816 shares 134,816 $9.35M 1.62% +15 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: 28,746 shares; 2024Q4: 28,798 shares; 2025Q1: 28,908 shares; 2025Q2: 29,149 shares; 2025Q3: 28,982 shares; 2025Q4: 29,050 shares 29,050 $8.61M 1.49% +68 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: 98,695 shares; 2024Q4: 98,695 shares; 2025Q1: 98,695 shares; 2025Q2: 98,695 shares; 2025Q3: 158,199 shares; 2025Q4: 158,199 shares 158,199 $8.55M 1.48% 0 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: 13,013 shares; 2024Q4: 14,844 shares; 2025Q1: 14,893 shares; 2025Q2: 18,458 shares; 2025Q3: 16,553 shares; 2025Q4: 16,552 shares 16,552 $8.01M 1.39% -1 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: 51,207 shares; 2024Q4: 51,207 shares; 2025Q1: 51,207 shares; 2025Q2: 51,207 shares; 2025Q3: 50,323 shares; 2025Q4: 50,332 shares 50,332 $7M 1.21% +9 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: 25,919 shares; 2024Q4: 26,345 shares; 2025Q1: 25,920 shares; 2025Q2: 38,414 shares; 2025Q3: 31,593 shares; 2025Q4: 30,199 shares 30,199 $5.63M 0.98% -1,394 Timeline EUFN 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: 157,857 shares; 2024Q4: 161,100 shares; 2025Q1: 161,100 shares; 2025Q2: 165,358 shares; 2025Q3: 143,097 shares; 2025Q4: 145,118 shares 145,118 $5.38M 0.93% +2,021 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: 14,103 shares; 2024Q4: 14,179 shares; 2025Q1: 14,312 shares; 2025Q2: 16,329 shares; 2025Q3: 15,099 shares; 2025Q4: 15,133 shares 15,133 $5.24M 0.91% +34 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 9,222 shares; 2025Q4: 9,222 shares 9,222 $5.24M 0.91% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,979 shares; 2025Q1: 4,000 shares; 2025Q2: 4,403 shares; 2025Q3: 4,253 shares; 2025Q4: 4,253 shares 4,253 $4.57M 0.79% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,511 shares; 2024Q4: 26,511 shares; 2025Q1: 26,663 shares; 2025Q2: 26,761 shares; 2025Q3: 26,437 shares; 2025Q4: 26,437 shares 26,437 $4.51M 0.78% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,068 shares; 2024Q4: 35,068 shares; 2025Q1: 35,126 shares; 2025Q2: 35,029 shares; 2025Q3: 34,790 shares; 2025Q4: 34,611 shares 34,611 $4.02M 0.7% -179 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: 10,784 shares; 2024Q4: 10,784 shares; 2025Q1: 10,884 shares; 2025Q2: 11,704 shares; 2025Q3: 11,467 shares; 2025Q4: 11,465 shares 11,465 $3.95M 0.68% -2 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: 36,561 shares; 2024Q4: 49,747 shares; 2025Q1: 52,536 shares; 2025Q2: 69,675 shares; 2025Q3: 70,074 shares; 2025Q4: 71,008 shares 71,008 $3.82M 0.66% +934 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,145 shares; 2024Q4: 253,780 shares; 2025Q1: 256,357 shares; 2025Q2: 259,631 shares; 2025Q3: 268,404 shares; 2025Q4: 267,418 shares 267,418 $3.76M 0.65% -986 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: 8,015 shares; 2024Q4: 8,630 shares; 2025Q1: 8,310 shares; 2025Q2: 7,860 shares; 2025Q3: 7,726 shares; 2025Q4: 7,657 shares 7,657 $3.74M 0.65% -69 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: 37,539 shares; 2024Q4: 37,354 shares; 2025Q1: 37,207 shares; 2025Q2: 38,449 shares; 2025Q3: 37,675 shares; 2025Q4: 37,604 shares 37,604 $3.5M 0.61% -71 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 32,722 shares; 2025Q3: 32,722 shares; 2025Q4: 32,722 shares 32,722 $3.26M 0.56% 0 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: 17,049 shares; 2024Q4: 17,670 shares; 2025Q1: 17,806 shares; 2025Q2: 15,534 shares; 2025Q3: 15,560 shares; 2025Q4: 15,390 shares 15,390 $2.94M 0.51% -170 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: 26,451 shares; 2024Q4: 15,952 shares; 2025Q1: 15,952 shares; 2025Q2: 16,927 shares; 2025Q3: 15,764 shares; 2025Q4: 15,767 shares 15,767 $2.8M 0.49% +3 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: 5,241 shares; 2024Q4: 5,427 shares; 2025Q1: 5,457 shares; 2025Q2: 5,994 shares; 2025Q3: 5,618 shares; 2025Q4: 5,483 shares 5,483 $2.76M 0.48% -135 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: 32,947 shares; 2024Q4: 100,953 shares; 2025Q1: 101,142 shares; 2025Q2: 102,159 shares; 2025Q3: 109,187 shares; 2025Q4: 98,914 shares 98,914 $2.71M 0.47% -10,273 Timeline PPH 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: 25,461 shares; 2024Q4: 25,694 shares; 2025Q1: 25,694 shares; 2025Q2: 25,844 shares; 2025Q3: 26,023 shares; 2025Q4: 26,209 shares 26,209 $2.7M 0.47% +186 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 12,359 shares; 2025Q1: 12,377 shares; 2025Q2: 12,381 shares; 2025Q3: 12,336 shares; 2025Q4: 12,500 shares 12,500 $2.6M 0.45% +164 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,157 shares; 2024Q4: 74,085 shares; 2025Q1: 74,138 shares; 2025Q2: 74,139 shares; 2025Q3: 72,680 shares; 2025Q4: 72,625 shares 72,625 $2.37M 0.41% -55 Timeline SCHV 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: 25,941 shares; 2024Q4: 79,075 shares; 2025Q1: 79,114 shares; 2025Q2: 77,953 shares; 2025Q3: 76,905 shares; 2025Q4: 75,672 shares 75,672 $2.24M 0.39% -1,233 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: 24,718 shares; 2024Q4: 74,457 shares; 2025Q1: 74,495 shares; 2025Q2: 71,240 shares; 2025Q3: 71,294 shares; 2025Q4: 71,349 shares 71,349 $2.15M 0.37% +55 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: 5,296 shares; 2024Q4: 5,256 shares; 2025Q1: 5,590 shares; 2025Q2: 7,705 shares; 2025Q3: 6,739 shares; 2025Q4: 6,649 shares 6,649 $2.14M 0.37% -90 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: 55,358 shares; 2024Q4: 55,271 shares; 2025Q1: 55,818 shares; 2025Q2: 59,760 shares; 2025Q3: 39,623 shares; 2025Q4: 37,318 shares 37,318 $2.05M 0.36% -2,305 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: 19,200 shares; 2024Q4: 17,182 shares; 2025Q1: 17,254 shares; 2025Q2: 17,319 shares; 2025Q3: 14,710 shares; 2025Q4: 14,785 shares 14,785 $1.97M 0.34% +75 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: 2,958 shares; 2024Q4: 2,958 shares; 2025Q1: 3,358 shares; 2025Q2: 2,400 shares; 2025Q3: 3,375 shares; 2025Q4: 3,927 shares 3,927 $1.86M 0.32% +552 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: 3,076 shares; 2024Q4: 3,061 shares; 2025Q1: 3,083 shares; 2025Q2: 3,368 shares; 2025Q3: 2,987 shares; 2025Q4: 2,989 shares 2,989 $1.71M 0.3% +2 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: 9,284 shares; 2024Q4: 9,287 shares; 2025Q1: 12,894 shares; 2025Q2: 10,934 shares; 2025Q3: 10,963 shares; 2025Q4: 10,981 shares 10,981 $1.69M 0.29% +18 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: 29,920 shares; 2024Q4: 29,920 shares; 2025Q1: 29,920 shares; 2025Q2: 29,920 shares; 2025Q3: 25,920 shares; 2025Q4: 25,920 shares 25,920 $1.57M 0.27% 0 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: 63,624 shares; 2024Q4: 62,210 shares; 2025Q1: 62,946 shares; 2025Q2: 61,387 shares; 2025Q3: 62,306 shares; 2025Q4: 62,585 shares 62,585 $1.56M 0.27% +279 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 10,923 shares; 2025Q1: 10,923 shares; 2025Q2: 10,929 shares; 2025Q3: 10,878 shares; 2025Q4: 10,878 shares 10,878 $1.55M 0.27% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,047 shares 80,047 $1.55M 0.27% +47 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: 14,896 shares; 2024Q4: 14,868 shares; 2025Q1: 17,591 shares; 2025Q2: 18,269 shares; 2025Q3: 18,933 shares; 2025Q4: 18,925 shares 18,925 $1.55M 0.27% -8 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: 8,107 shares; 2024Q4: 7,829 shares; 2025Q1: 7,801 shares; 2025Q2: 7,948 shares; 2025Q3: 7,218 shares; 2025Q4: 4,974 shares 4,974 $1.52M 0.26% -2,244 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: 2,129 shares; 2024Q4: 2,238 shares; 2025Q1: 8,162 shares; 2025Q2: 3,956 shares; 2025Q3: 3,259 shares; 2025Q4: 3,288 shares 3,288 $1.48M 0.26% +29 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: 1,329 shares; 2024Q4: 1,222 shares; 2025Q1: 1,112 shares; 2025Q2: 2,720 shares; 2025Q3: 4,472 shares; 2025Q4: 4,457 shares 4,457 $1.47M 0.26% -15 Timeline BBH 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: 9,900 shares; 2024Q4: 9,978 shares; 2025Q1: 9,978 shares; 2025Q2: 9,978 shares; 2025Q3: 9,978 shares; 2025Q4: 7,438 shares 7,438 $1.41M 0.24% -2,540 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 62,848 shares; 2025Q1: 62,876 shares; 2025Q2: 48,914 shares; 2025Q3: 48,951 shares; 2025Q4: 49,005 shares 49,005 $1.4M 0.24% +54 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 27,431 shares; 2025Q1: 27,431 shares; 2025Q2: 37,202 shares; 2025Q3: 37,202 shares; 2025Q4: 37,202 shares 37,202 $1.31M 0.23% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,491 shares; 2024Q4: 48,901 shares; 2025Q1: 48,901 shares; 2025Q2: 48,935 shares; 2025Q3: 48,935 shares; 2025Q4: 49,116 shares 49,116 $1.18M 0.2% +181 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: 8,822 shares; 2024Q4: 8,801 shares; 2025Q1: 8,884 shares; 2025Q2: 11,064 shares; 2025Q3: 9,046 shares; 2025Q4: 9,061 shares 9,061 $1.09M 0.19% +15 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: 12,606 shares; 2024Q4: 12,606 shares; 2025Q1: 12,606 shares; 2025Q2: 12,792 shares; 2025Q3: 12,826 shares; 2025Q4: 12,946 shares 12,946 $1.08M 0.19% +120 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,254 shares; 2024Q4: 30,784 shares; 2025Q1: 34,042 shares; 2025Q2: 34,883 shares; 2025Q3: 28,959 shares; 2025Q4: 21,783 shares 21,783 $1.08M 0.19% -7,176 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: 23,061 shares; 2024Q4: 23,430 shares; 2025Q1: 23,430 shares; 2025Q2: 23,619 shares; 2025Q3: 23,619 shares; 2025Q4: 13,339 shares 13,339 $1.08M 0.19% -10,280 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: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,320 shares; 2025Q2: 7,320 shares; 2025Q3: 7,346 shares; 2025Q4: 7,346 shares 7,346 $1.05M 0.18% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 14,874 shares 14,874 $1.04M 0.18% +174 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,817 shares; 2025Q3: 2,596 shares; 2025Q4: 2,600 shares 2,600 $1M 0.17% +4 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,210 shares; 2025Q2: 6,747 shares; 2025Q3: 6,110 shares; 2025Q4: 5,946 shares 5,946 $963K 0.17% -164 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: 4,733 shares; 2024Q4: 4,726 shares; 2025Q1: 4,726 shares; 2025Q2: 5,090 shares; 2025Q3: 4,923 shares; 2025Q4: 4,901 shares 4,901 $956K 0.17% -22 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,058 shares; 2025Q4: 4,516 shares 4,516 $950K 0.16% +458 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: 2,642 shares; 2024Q4: 2,613 shares; 2025Q1: 2,719 shares; 2025Q2: 2,984 shares; 2025Q3: 2,880 shares; 2025Q4: 2,888 shares 2,888 $946K 0.16% +8 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 34,776 shares; 2025Q1: 8,954 shares; 2025Q2: 5,090 shares; 2025Q3: 9,653 shares; 2025Q4: 9,666 shares 9,666 $928K 0.16% +13 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,430 shares; 2025Q1: 4,384 shares; 2025Q2: 4,644 shares; 2025Q3: 3,968 shares; 2025Q4: 3,975 shares 3,975 $912K 0.16% +7 Timeline XES 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: 19,631 shares; 2024Q4: 19,705 shares; 2025Q1: 19,792 shares; 2025Q2: 19,914 shares; 2025Q3: 20,010 shares; 2025Q4: 10,875 shares 10,875 $891K 0.15% -9,135 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,585 shares; 2025Q1: 7,743 shares; 2025Q2: 7,743 shares; 2025Q3: 7,749 shares; 2025Q4: 7,793 shares 7,793 $881K 0.15% +44 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 12,655 shares; 2025Q1: 12,655 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares; 2025Q4: 12,655 shares 12,655 $865K 0.15% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 501 shares; 2025Q4: 1,328 shares 1,328 $805K 0.14% +827 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: 3,376 shares; 2024Q4: 3,408 shares; 2025Q1: 3,399 shares; 2025Q2: 3,857 shares; 2025Q3: 3,419 shares; 2025Q4: 3,368 shares 3,368 $762K 0.13% -51 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.13% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,887 shares 9,887 $732K 0.13% new 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: 6,381 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 6,426 shares; 2025Q3: 4,969 shares; 2025Q4: 5,025 shares 5,025 $709K 0.12% +56 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,174 shares; 2024Q4: 89,174 shares; 2025Q1: 88,784 shares; 2025Q2: 87,670 shares; 2025Q3: 87,670 shares; 2025Q4: 87,670 shares 87,670 $707K 0.12% 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: 2,922 shares; 2024Q4: 3,141 shares; 2025Q1: 3,182 shares; 2025Q2: 2,681 shares; 2025Q3: 2,683 shares; 2025Q4: 2,688 shares 2,688 $694K 0.12% +5 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: 1,587 shares; 2024Q4: 1,591 shares; 2025Q1: 1,605 shares; 2025Q2: 2,338 shares; 2025Q3: 1,845 shares; 2025Q4: 1,844 shares 1,844 $647K 0.11% -1 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: 612 shares; 2024Q4: 612 shares; 2025Q1: 616 shares; 2025Q2: 849 shares; 2025Q3: 742 shares; 2025Q4: 739 shares 739 $638K 0.11% -3 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: 3,238 shares; 2024Q4: 3,072 shares; 2025Q1: 3,358 shares; 2025Q2: 4,161 shares; 2025Q3: 3,319 shares; 2025Q4: 3,080 shares 3,080 $637K 0.11% -239 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,617 shares; 2025Q1: 7,617 shares; 2025Q2: 7,617 shares; 2025Q3: 7,617 shares; 2025Q4: 7,617 shares 7,617 $624K 0.11% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 15,025 shares; 2025Q1: 15,025 shares; 2025Q2: 15,025 shares; 2025Q3: 15,025 shares; 2025Q4: 15,025 shares 15,025 $621K 0.11% 0 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: 24,389 shares; 2024Q4: 24,415 shares; 2025Q1: 24,440 shares; 2025Q2: 16,267 shares; 2025Q3: 19,077 shares; 2025Q4: 19,077 shares 19,077 $612K 0.11% 0 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 125,000 shares; 2025Q4: 125,000 shares 125,000 $601K 0.1% 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: 3,826 shares; 2024Q4: 4,079 shares; 2025Q1: 4,154 shares; 2025Q2: 1,954 shares; 2025Q3: 1,958 shares; 2025Q4: 1,961 shares 1,961 $570K 0.1% +3 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: 513 shares; 2024Q4: 518 shares; 2025Q1: 541 shares; 2025Q2: 730 shares; 2025Q3: 607 shares; 2025Q4: 6,076 shares 6,076 $570K 0.1% +5,469 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 399 shares; 2025Q1: 641 shares; 2025Q2: 681 shares; 2025Q3: 490 shares; 2025Q4: 501 shares 501 $538K 0.09% +11 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: 3,061 shares; 2024Q4: 3,105 shares; 2025Q1: 3,109 shares; 2025Q2: 5,688 shares; 2025Q3: 4,793 shares; 2025Q4: 4,793 shares 4,793 $535K 0.09% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,596 shares; 2025Q1: 1,797 shares; 2025Q2: 2,462 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares 2,252 $515K 0.09% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,097 shares; 2024Q4: 33,340 shares; 2025Q1: 33,536 shares; 2025Q2: 33,536 shares; 2025Q3: 34,388 shares; 2025Q4: 31,718 shares 31,718 $511K 0.09% -2,670 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,326 shares; 2025Q3: 18,278 shares; 2025Q4: 17,563 shares 17,563 $506K 0.09% -715 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: 1,442 shares; 2024Q4: 1,401 shares; 2025Q1: 1,416 shares; 2025Q2: 1,673 shares; 2025Q3: 1,309 shares; 2025Q4: 1,160 shares 1,160 $495K 0.09% -149 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: 30,001 shares; 2024Q4: 30,001 shares; 2025Q1: 30,001 shares; 2025Q2: 30,001 shares; 2025Q3: 30,001 shares; 2025Q4: 30,001 shares 30,001 $495K 0.09% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 3,786 shares; 2025Q1: 3,738 shares; 2025Q2: 3,882 shares; 2025Q3: 3,805 shares; 2025Q4: 3,805 shares 3,805 $479K 0.08% 0 Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,094 shares; 2024Q4: 48,980 shares; 2025Q1: 48,980 shares; 2025Q2: 48,980 shares; 2025Q3: 48,980 shares; 2025Q4: 60,103 shares 60,103 $456K 0.08% +11,123 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: not reported; 2024Q4: not reported; 2025Q1: 668 shares; 2025Q2: 1,452 shares; 2025Q3: 795 shares; 2025Q4: 795 shares 795 $455K 0.08% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,078 shares; 2025Q4: 3,162 shares 3,162 $455K 0.08% +2,084 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: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 2,388 shares; 2025Q2: 1,505 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares 1,495 $452K 0.08% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 3,799 shares; 2025Q1: 3,923 shares; 2025Q2: 4,138 shares; 2025Q3: 3,722 shares; 2025Q4: 3,785 shares 3,785 $444K 0.08% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares 1,005 $424K 0.07% new 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: 9,590 shares; 2024Q4: 7,930 shares; 2025Q1: 7,930 shares; 2025Q2: 8,930 shares; 2025Q3: 8,930 shares; 2025Q4: 8,930 shares 8,930 $420K 0.07% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,162 shares; 2025Q3: 2,611 shares; 2025Q4: 2,617 shares 2,617 $417K 0.07% +6 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: 5,396 shares; 2024Q4: 5,319 shares; 2025Q1: 5,269 shares; 2025Q2: 6,996 shares; 2025Q3: 5,357 shares; 2025Q4: 5,357 shares 5,357 $413K 0.07% 0 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: 2,344 shares; 2024Q4: 2,237 shares; 2025Q1: 2,160 shares; 2025Q2: 2,914 shares; 2025Q3: 2,096 shares; 2025Q4: 2,109 shares 2,109 $411K 0.07% +13 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: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,594 shares; 2025Q3: 2,590 shares; 2025Q4: 2,543 shares 2,543 $410K 0.07% -47 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,828 shares; 2025Q2: 3,498 shares; 2025Q3: 2,774 shares; 2025Q4: 2,782 shares 2,782 $403K 0.07% +8 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 3,566 shares; 2025Q1: 2,200 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $402K 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,679 shares; 2025Q3: 2,162 shares; 2025Q4: 2,207 shares 2,207 $392K 0.07% +45 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: 6,277 shares; 2024Q4: 3,360 shares; 2025Q1: 5,856 shares; 2025Q2: 6,420 shares; 2025Q3: 4,419 shares; 2025Q4: 4,252 shares 4,252 $391K 0.07% -167 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: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,723 shares; 2025Q3: 1,655 shares; 2025Q4: 1,658 shares 1,658 $378K 0.07% +3 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: 3,729 shares; 2024Q4: 3,304 shares; 2025Q1: 3,196 shares; 2025Q2: 4,995 shares; 2025Q3: 3,442 shares; 2025Q4: 3,558 shares 3,558 $378K 0.07% +116 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 8,923 shares; 2025Q1: 11,031 shares; 2025Q2: 11,146 shares; 2025Q3: 7,639 shares; 2025Q4: 7,638 shares 7,638 $370K 0.06% -1 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,536 shares; 2024Q4: 55,987 shares; 2025Q1: 55,987 shares; 2025Q2: 56,227 shares; 2025Q3: 35,744 shares; 2025Q4: 36,108 shares 36,108 $365K 0.06% +364 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: 1,961 shares; 2024Q4: 1,961 shares; 2025Q1: 1,961 shares; 2025Q2: 2,577 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares 1,950 $358K 0.06% 0 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,317 shares; 2024Q4: 37,317 shares; 2025Q1: 37,844 shares; 2025Q2: 36,790 shares; 2025Q3: 36,790 shares; 2025Q4: 36,790 shares 36,790 $354K 0.06% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,417 shares; 2025Q1: 2,438 shares; 2025Q2: 3,055 shares; 2025Q3: 1,937 shares; 2025Q4: 1,937 shares 1,937 $351K 0.06% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,581 shares; 2025Q1: 2,359 shares; 2025Q2: 3,859 shares; 2025Q3: 2,538 shares; 2025Q4: 2,430 shares 2,430 $348K 0.06% -108 Timeline AIVL 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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $345K 0.06% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 5,441 shares; 2025Q1: 5,441 shares; 2025Q2: 6,441 shares; 2025Q3: 6,441 shares; 2025Q4: 6,441 shares 6,441 $344K 0.06% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,339 shares; 2025Q1: 1,449 shares; 2025Q2: 2,805 shares; 2025Q3: 1,999 shares; 2025Q4: 1,978 shares 1,978 $343K 0.06% -21 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,404 shares; 2025Q1: 5,738 shares; 2025Q2: 7,644 shares; 2025Q3: 4,951 shares; 2025Q4: 4,882 shares 4,882 $341K 0.06% -69 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: 2,752 shares; 2024Q4: 2,797 shares; 2025Q1: 2,586 shares; 2025Q2: 2,944 shares; 2025Q3: 2,320 shares; 2025Q4: 2,316 shares 2,316 $336K 0.06% -4 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,251 shares; 2025Q1: 9,251 shares; 2025Q2: 9,251 shares; 2025Q3: 9,305 shares; 2025Q4: 9,394 shares 9,394 $335K 0.06% +89 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,795 shares; 2025Q4: 6,795 shares 6,795 $327K 0.06% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,331 shares; 2025Q4: 18,314 shares 18,314 $326K 0.06% -5,017 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 484 shares 484 $326K 0.06% +76 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,048 shares; 2025Q4: 5,087 shares 5,087 $325K 0.06% +39 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,584 shares; 2025Q1: 2,615 shares; 2025Q2: 2,704 shares; 2025Q3: 2,585 shares; 2025Q4: 2,556 shares 2,556 $322K 0.06% -29 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: 1,114 shares; 2024Q4: 969 shares; 2025Q1: 1,015 shares; 2025Q2: 1,438 shares; 2025Q3: 1,187 shares; 2025Q4: 1,185 shares 1,185 $314K 0.05% -2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 2,714 shares; 2025Q1: 2,694 shares; 2025Q2: 3,203 shares; 2025Q3: 2,254 shares; 2025Q4: 2,061 shares 2,061 $314K 0.05% -193 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,458 shares; 2025Q1: 3,458 shares; 2025Q2: 1,958 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares 1,959 $309K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 974 shares; 2025Q4: 974 shares 974 $300K 0.05% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,589 shares 4,589 $300K 0.05% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,630 shares; 2025Q1: 2,429 shares; 2025Q2: 2,552 shares; 2025Q3: 1,510 shares; 2025Q4: 1,226 shares 1,226 $298K 0.05% -284 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 283 shares; 2025Q1: 304 shares; 2025Q2: 372 shares; 2025Q3: 277 shares; 2025Q4: 278 shares 278 $298K 0.05% +1 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: 2,217 shares; 2024Q4: 2,224 shares; 2025Q1: 2,231 shares; 2025Q2: 2,237 shares; 2025Q3: 2,242 shares; 2025Q4: 2,248 shares 2,248 $298K 0.05% +6 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 331 shares; 2025Q2: 355 shares; 2025Q3: 335 shares; 2025Q4: 334 shares 334 $294K 0.05% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 578 shares; 2025Q1: 604 shares; 2025Q2: 690 shares; 2025Q3: 658 shares; 2025Q4: 506 shares 506 $294K 0.05% -152 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares 1,027 $293K 0.05% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,028 shares; 2025Q1: 6,028 shares; 2025Q2: 6,061 shares; 2025Q3: 4,755 shares; 2025Q4: 3,407 shares 3,407 $293K 0.05% -1,348 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,801 shares; 2025Q4: 1,812 shares 1,812 $293K 0.05% +11 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: 406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 494 shares; 2025Q4: 504 shares 504 $292K 0.05% +10 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: 1,833 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,958 shares; 2025Q3: 1,174 shares; 2025Q4: 1,159 shares 1,159 $280K 0.05% -15 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: 1,267 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,756 shares; 2025Q3: 1,300 shares; 2025Q4: 1,304 shares 1,304 $279K 0.05% +4 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,986 shares; 2025Q3: 2,711 shares; 2025Q4: 2,182 shares 2,182 $278K 0.05% -529 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349 shares; 2025Q4: 424 shares 424 $277K 0.05% +75 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: 3,422 shares; 2024Q4: 3,422 shares; 2025Q1: 3,533 shares; 2025Q2: 3,512 shares; 2025Q3: 3,278 shares; 2025Q4: 3,160 shares 3,160 $276K 0.05% -118 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,335 shares; 2024Q4: 10,335 shares; 2025Q1: 10,430 shares; 2025Q2: 10,335 shares; 2025Q3: 10,355 shares; 2025Q4: 10,334 shares 10,334 $274K 0.05% -21 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: 439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 384 shares; 2025Q3: 359 shares; 2025Q4: 304 shares 304 $267K 0.05% -55 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $262K 0.05% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 6,710 shares; 2025Q1: 6,737 shares; 2025Q2: 6,737 shares; 2025Q3: 6,870 shares; 2025Q4: 4,892 shares 4,892 $262K 0.05% -1,978 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: 5,061 shares; 2024Q4: 5,063 shares; 2025Q1: 5,396 shares; 2025Q2: 6,270 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares 3,173 $255K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 15,761 shares; 2025Q1: 4,575 shares; 2025Q2: 3,025 shares; 2025Q3: 2,842 shares; 2025Q4: 3,443 shares 3,443 $253K 0.04% +601 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 10,516 shares; 2025Q1: 10,250 shares; 2025Q2: 2,645 shares; 2025Q3: 2,689 shares; 2025Q4: 1,727 shares 1,727 $253K 0.04% -962 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,051 shares; 2025Q4: 1,040 shares 1,040 $252K 0.04% -11 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: 454 shares; 2025Q4: 441 shares 441 $250K 0.04% -13 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: 611 shares; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 785 shares; 2025Q4: 784 shares 784 $250K 0.04% -1 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 821 shares; 2025Q3: 778 shares; 2025Q4: 703 shares 703 $248K 0.04% -75 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: 840 shares; 2024Q4: 856 shares; 2025Q1: 845 shares; 2025Q2: 1,177 shares; 2025Q3: 799 shares; 2025Q4: 801 shares 801 $245K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,935 shares 4,935 $245K 0.04% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,831 shares 4,831 $245K 0.04% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,136 shares; 2025Q3: 1,162 shares; 2025Q4: 1,131 shares 1,131 $243K 0.04% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares 3,361 $241K 0.04% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 818 shares; 2025Q1: 857 shares; 2025Q2: 1,115 shares; 2025Q3: not reported; 2025Q4: 897 shares 897 $241K 0.04% new 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: 2,310 shares; 2024Q4: 2,233 shares; 2025Q1: 2,310 shares; 2025Q2: 3,159 shares; 2025Q3: 2,005 shares; 2025Q4: 1,904 shares 1,904 $239K 0.04% -101 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 5,193 shares 5,193 $237K 0.04% +67 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,073 shares 12,073 $236K 0.04% +73 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: not reported; 2024Q4: 631 shares; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares 631 $236K 0.04% 0 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: not reported; 2024Q4: 8,930 shares; 2025Q1: not reported; 2025Q2: 8,935 shares; 2025Q3: 8,941 shares; 2025Q4: 8,949 shares 8,949 $235K 0.04% +8 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: 6,947 shares; 2024Q4: 6,749 shares; 2025Q1: 6,751 shares; 2025Q2: 4,180 shares; 2025Q3: 3,360 shares; 2025Q4: 3,183 shares 3,183 $234K 0.04% -177 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 3,536 shares; 2025Q4: 2,507 shares 2,507 $232K 0.04% -1,029 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,175 shares; 2025Q3: 14,961 shares; 2025Q4: 10,963 shares 10,963 $231K 0.04% -3,998 Timeline SDOG 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: 5,750 shares; 2024Q4: 5,750 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $227K 0.04% 0 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,763 shares 2,763 $225K 0.04% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 11,402 shares; 2025Q1: 11,722 shares; 2025Q2: 11,695 shares; 2025Q3: 11,059 shares; 2025Q4: 11,759 shares 11,759 $225K 0.04% +700 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: not reported; 2024Q4: 1,134 shares; 2025Q1: not reported; 2025Q2: 1,407 shares; 2025Q3: 1,219 shares; 2025Q4: 1,218 shares 1,218 $225K 0.04% -1 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: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,423 shares; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: 1,490 shares 1,490 $224K 0.04% -2 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,015 shares; 2025Q3: 5,263 shares; 2025Q4: 4,828 shares 4,828 $224K 0.04% -435 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,541 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $223K 0.04% 0 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: 513 shares; 2024Q4: 507 shares; 2025Q1: 945 shares; 2025Q2: 867 shares; 2025Q3: 617 shares; 2025Q4: 631 shares 631 $221K 0.04% +14 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,672 shares 1,672 $219K 0.04% -92 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: 3,128 shares; 2025Q4: 3,377 shares 3,377 $217K 0.04% +249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares 733 $213K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares 1,332 $213K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: not reported; 2025Q4: 574 shares 574 $212K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 853 shares; 2025Q4: 911 shares 911 $211K 0.04% +58 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: not reported; 2025Q4: 771 shares 771 $209K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares 4,939 $205K 0.04% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,344 shares; 2024Q4: 13,905 shares; 2025Q1: 20,135 shares; 2025Q2: 20,135 shares; 2025Q3: 20,842 shares; 2025Q4: 15,438 shares 15,438 $205K 0.04% -5,404 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,330 shares; 2025Q3: not reported; 2025Q4: 2,433 shares 2,433 $204K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares 1,172 $201K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 6,762 shares; 2025Q1: 7,713 shares; 2025Q2: 7,659 shares; 2025Q3: not reported; 2025Q4: 2,729 shares 2,729 $201K 0.03% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 13,790 shares; 2025Q1: 13,743 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 14,049 shares 14,049 $175K 0.03% -1 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,300 shares 12,300 $166K 0.03% new Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 18,479 shares; 2025Q1: 18,553 shares; 2025Q2: 20,746 shares; 2025Q3: 21,195 shares; 2025Q4: 18,483 shares 18,483 $151K 0.03% -2,712 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares 22,000 $149K 0.03% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,578 shares; 2025Q3: 18,149 shares; 2025Q4: 16,332 shares 16,332 $120K 0.02% -1,817 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,413 shares 22,413 $85.2K 0.01% new Timeline BRN BARNWELL INDS INC More: the full row for BARNWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,000 shares 26,000 $28.9K 0.01% new Timeline