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: 236,916 shares; 2024Q4: 778,922 shares; 2025Q1: 798,311 shares; 2025Q2: 830,236 shares; 2025Q3: 810,854 shares; 2025Q4: 822,216 shares 822,216 $153M 10.54% +11,362 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: 400,545 shares; 2024Q4: 442,487 shares; 2025Q1: 452,493 shares; 2025Q2: 608,614 shares; 2025Q3: 473,397 shares; 2025Q4: 474,904 shares 474,904 $149M 10.24% +1,507 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: 285,667 shares; 2024Q4: 295,822 shares; 2025Q1: 303,140 shares; 2025Q2: 329,924 shares; 2025Q3: 318,140 shares; 2025Q4: 316,680 shares 316,680 $86.1M 5.92% -1,460 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: 51,774 shares; 2024Q4: 54,314 shares; 2025Q1: 70,911 shares; 2025Q2: 89,948 shares; 2025Q3: 67,811 shares; 2025Q4: 72,436 shares 72,436 $47.8M 3.29% +4,625 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: 135,427 shares; 2024Q4: 146,980 shares; 2025Q1: 153,489 shares; 2025Q2: 190,738 shares; 2025Q3: 186,631 shares; 2025Q4: 184,015 shares 184,015 $42.5M 2.92% -2,616 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: 67,845 shares; 2024Q4: 73,265 shares; 2025Q1: 75,272 shares; 2025Q2: 83,306 shares; 2025Q3: 81,681 shares; 2025Q4: 83,848 shares 83,848 $40.6M 2.79% +2,167 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: 16,285 shares; 2024Q4: 16,819 shares; 2025Q1: 23,434 shares; 2025Q2: 21,693 shares; 2025Q3: 50,457 shares; 2025Q4: 48,555 shares 48,555 $29.8M 2.05% -1,902 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: 19,860 shares; 2024Q4: 27,991 shares; 2025Q1: 31,401 shares; 2025Q2: 37,011 shares; 2025Q3: 48,499 shares; 2025Q4: 42,067 shares 42,067 $28.7M 1.97% -6,432 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,224 shares; 2024Q4: 542,615 shares; 2025Q1: 645,843 shares; 2025Q2: 730,046 shares; 2025Q3: 666,961 shares; 2025Q4: 623,302 shares 623,302 $25.2M 1.74% -43,659 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: 75,085 shares; 2024Q4: 79,015 shares; 2025Q1: 83,241 shares; 2025Q2: 93,170 shares; 2025Q3: 67,415 shares; 2025Q4: 70,737 shares 70,737 $22.1M 1.52% +3,322 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: 12,985 shares; 2024Q4: 21,383 shares; 2025Q1: 19,651 shares; 2025Q2: 34,022 shares; 2025Q3: 32,856 shares; 2025Q4: 32,126 shares 32,126 $22M 1.51% -730 Timeline GSST 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: 342,307 shares; 2024Q4: 334,218 shares; 2025Q1: 398,469 shares; 2025Q2: 435,277 shares; 2025Q3: 401,417 shares; 2025Q4: 403,258 shares 403,258 $20.4M 1.4% +1,841 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,680 shares; 2025Q1: 1,801 shares; 2025Q2: 2,611 shares; 2025Q3: 27,317 shares; 2025Q4: 120,656 shares 120,656 $18.5M 1.27% +93,339 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: 33,540 shares; 2024Q4: 36,050 shares; 2025Q1: 42,866 shares; 2025Q2: 47,419 shares; 2025Q3: 44,072 shares; 2025Q4: 51,107 shares 51,107 $17.7M 1.22% +7,035 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313,847 shares; 2025Q1: 374,459 shares; 2025Q2: 407,209 shares; 2025Q3: 399,718 shares; 2025Q4: 353,471 shares 353,471 $17.6M 1.21% -46,247 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,373 shares; 2024Q4: 314,483 shares; 2025Q1: 376,428 shares; 2025Q2: 407,352 shares; 2025Q3: 350,419 shares; 2025Q4: 345,751 shares 345,751 $17.5M 1.2% -4,668 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 15,422 shares; 2025Q1: 47,269 shares; 2025Q2: 123,295 shares; 2025Q3: 126,717 shares; 2025Q4: 121,977 shares 121,977 $17.3M 1.19% -4,740 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: 39,998 shares; 2024Q4: 46,197 shares; 2025Q1: 38,526 shares; 2025Q2: 37,498 shares; 2025Q3: 34,812 shares; 2025Q4: 37,481 shares 37,481 $16.9M 1.16% +2,669 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303,920 shares; 2025Q3: 298,849 shares; 2025Q4: 354,515 shares 354,515 $15.2M 1.05% +55,666 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: 153,941 shares; 2024Q4: 150,172 shares; 2025Q1: 121,017 shares; 2025Q2: 151,573 shares; 2025Q3: 157,002 shares; 2025Q4: 136,638 shares 136,638 $14.6M 1% -20,364 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,342 shares; 2024Q4: 168,901 shares; 2025Q1: 257,077 shares; 2025Q2: 176,927 shares; 2025Q3: 160,187 shares; 2025Q4: 280,495 shares 280,495 $14.1M 0.97% +120,308 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: 66,469 shares; 2024Q4: 83,119 shares; 2025Q1: 88,036 shares; 2025Q2: 90,655 shares; 2025Q3: 93,570 shares; 2025Q4: 241,928 shares 241,928 $12M 0.83% +148,358 Timeline XLG 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: 189,097 shares; 2024Q4: 190,527 shares; 2025Q1: 183,058 shares; 2025Q2: 210,218 shares; 2025Q3: 194,989 shares; 2025Q4: 190,911 shares 190,911 $11.3M 0.78% -4,078 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,882 shares; 2025Q3: 304,871 shares; 2025Q4: 319,860 shares 319,860 $11M 0.76% +14,989 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: 15,480 shares; 2024Q4: 17,596 shares; 2025Q1: 19,882 shares; 2025Q2: 20,962 shares; 2025Q3: 19,280 shares; 2025Q4: 19,327 shares 19,327 $9.71M 0.67% +47 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: 79,877 shares; 2024Q4: 79,990 shares; 2025Q1: 75,632 shares; 2025Q2: 87,121 shares; 2025Q3: 80,227 shares; 2025Q4: 81,408 shares 81,408 $9.58M 0.66% +1,181 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: 52,806 shares; 2024Q4: 90,627 shares; 2025Q1: 92,647 shares; 2025Q2: 97,021 shares; 2025Q3: 104,280 shares; 2025Q4: 117,352 shares 117,352 $9.53M 0.65% +13,072 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: not reported; 2024Q4: 109,855 shares; 2025Q1: 111,319 shares; 2025Q2: 151,014 shares; 2025Q3: 181,112 shares; 2025Q4: 227,857 shares 227,857 $9.36M 0.64% +46,745 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: 25,421 shares; 2024Q4: 27,451 shares; 2025Q1: 29,516 shares; 2025Q2: 32,323 shares; 2025Q3: 29,448 shares; 2025Q4: 28,974 shares 28,974 $9.34M 0.64% -474 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: 111,850 shares; 2024Q4: 113,536 shares; 2025Q1: 109,532 shares; 2025Q2: 125,371 shares; 2025Q3: 116,764 shares; 2025Q4: 118,727 shares 118,727 $8.48M 0.58% +1,963 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,133 shares; 2024Q4: 73,385 shares; 2025Q1: 72,557 shares; 2025Q2: 88,163 shares; 2025Q3: 81,870 shares; 2025Q4: 82,535 shares 82,535 $8.44M 0.58% +665 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: 82,415 shares; 2024Q4: 83,041 shares; 2025Q1: 71,369 shares; 2025Q2: 73,568 shares; 2025Q3: 70,237 shares; 2025Q4: 67,847 shares 67,847 $8.36M 0.57% -2,390 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: 5,886 shares; 2024Q4: 6,819 shares; 2025Q1: 7,581 shares; 2025Q2: 7,501 shares; 2025Q3: 6,698 shares; 2025Q4: 7,605 shares 7,605 $8.17M 0.56% +907 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: 52,872 shares; 2024Q4: 47,987 shares; 2025Q1: 37,575 shares; 2025Q2: 43,408 shares; 2025Q3: 41,264 shares; 2025Q4: 41,653 shares 41,653 $7.96M 0.55% +389 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: 23,054 shares; 2024Q4: 22,761 shares; 2025Q1: 20,762 shares; 2025Q2: 21,858 shares; 2025Q3: 19,699 shares; 2025Q4: 19,699 shares 19,699 $7.36M 0.51% 0 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: 286,698 shares; 2024Q4: 253,662 shares; 2025Q1: 235,941 shares; 2025Q2: 303,249 shares; 2025Q3: 290,042 shares; 2025Q4: 142,252 shares 142,252 $7.21M 0.5% -147,790 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,955 shares; 2024Q4: 103,624 shares; 2025Q1: 91,021 shares; 2025Q2: 260,963 shares; 2025Q3: 117,009 shares; 2025Q4: 141,074 shares 141,074 $7.01M 0.48% +24,065 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,948 shares; 2025Q4: 44,640 shares 44,640 $6.83M 0.47% +4,692 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: 15,448 shares; 2024Q4: 15,234 shares; 2025Q1: 17,877 shares; 2025Q2: 20,491 shares; 2025Q3: 20,787 shares; 2025Q4: 19,143 shares 19,143 $6.71M 0.46% -1,644 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,338 shares; 2025Q3: 24,698 shares; 2025Q4: 24,794 shares 24,794 $6.27M 0.43% +96 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: not reported; 2024Q4: 59,844 shares; 2025Q1: 44,402 shares; 2025Q2: 52,494 shares; 2025Q3: 51,436 shares; 2025Q4: 51,990 shares 51,990 $5.95M 0.41% +554 Timeline FTSM 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: 123,383 shares; 2024Q4: 86,046 shares; 2025Q1: 75,365 shares; 2025Q2: 91,001 shares; 2025Q3: 85,344 shares; 2025Q4: 97,104 shares 97,104 $5.82M 0.4% +11,760 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: 44,704 shares; 2024Q4: 46,184 shares; 2025Q1: 47,560 shares; 2025Q2: 49,090 shares; 2025Q3: 44,708 shares; 2025Q4: 40,354 shares 40,354 $5.78M 0.4% -4,354 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: 122,369 shares; 2024Q4: 114,340 shares; 2025Q1: 91,524 shares; 2025Q2: 96,805 shares; 2025Q3: 90,532 shares; 2025Q4: 89,894 shares 89,894 $5.62M 0.39% -638 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: 5,079 shares; 2024Q4: 5,432 shares; 2025Q1: 5,833 shares; 2025Q2: 6,171 shares; 2025Q3: 6,134 shares; 2025Q4: 58,783 shares 58,783 $5.51M 0.38% +52,649 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: 29,372 shares; 2024Q4: 32,496 shares; 2025Q1: 46,995 shares; 2025Q2: 52,290 shares; 2025Q3: 51,228 shares; 2025Q4: 49,279 shares 49,279 $5.5M 0.38% -1,949 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,348 shares; 2024Q4: 97,755 shares; 2025Q1: 70,310 shares; 2025Q2: 90,401 shares; 2025Q3: 88,865 shares; 2025Q4: 89,899 shares 89,899 $5.5M 0.38% +1,034 Timeline INTF 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: 69,199 shares; 2024Q4: 152,308 shares; 2025Q1: 113,239 shares; 2025Q2: 145,907 shares; 2025Q3: 143,139 shares; 2025Q4: 144,171 shares 144,171 $5.44M 0.37% +1,032 Timeline IMFL 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: 58,720 shares; 2024Q4: 187,320 shares; 2025Q1: 139,084 shares; 2025Q2: 177,365 shares; 2025Q3: 173,914 shares; 2025Q4: 175,235 shares 175,235 $5.22M 0.36% +1,321 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 15,616 shares; 2025Q1: 24,981 shares; 2025Q2: 28,352 shares; 2025Q3: 29,739 shares; 2025Q4: 29,049 shares 29,049 $5.16M 0.35% -690 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: 192,927 shares; 2025Q1: 194,813 shares; 2025Q2: 194,748 shares; 2025Q3: 37,287 shares; 2025Q4: 38,902 shares 38,902 $5.1M 0.35% +1,615 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: 35,301 shares; 2024Q4: 31,491 shares; 2025Q1: 27,785 shares; 2025Q2: 26,903 shares; 2025Q3: 23,816 shares; 2025Q4: 23,389 shares 23,389 $4.96M 0.34% -427 Timeline WTMF 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: 176,456 shares; 2024Q4: 172,198 shares; 2025Q1: 143,199 shares; 2025Q2: 144,674 shares; 2025Q3: 131,042 shares; 2025Q4: 129,203 shares 129,203 $4.91M 0.34% -1,839 Timeline BULZ BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173,300 shares; 2025Q2: 173,300 shares; 2025Q3: not reported; 2025Q4: 18,583 shares 18,583 $4.82M 0.33% new 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: 4,153 shares; 2024Q4: 4,601 shares; 2025Q1: 5,190 shares; 2025Q2: 5,587 shares; 2025Q3: 5,295 shares; 2025Q4: 5,361 shares 5,361 $4.62M 0.32% +66 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: 11,405 shares; 2024Q4: 14,192 shares; 2025Q1: 13,739 shares; 2025Q2: 17,589 shares; 2025Q3: 18,071 shares; 2025Q4: 21,156 shares 21,156 $4.53M 0.31% +3,085 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: 21,787 shares; 2024Q4: 23,016 shares; 2025Q1: 35,121 shares; 2025Q2: 25,915 shares; 2025Q3: 25,115 shares; 2025Q4: 27,134 shares 27,134 $4.35M 0.3% +2,019 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: 29,755 shares; 2024Q4: 29,718 shares; 2025Q1: 27,300 shares; 2025Q2: 26,698 shares; 2025Q3: 22,498 shares; 2025Q4: 21,378 shares 21,378 $4.25M 0.29% -1,120 Timeline QGRW 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: 118,617 shares; 2024Q4: 136,133 shares; 2025Q1: 111,371 shares; 2025Q2: 74,629 shares; 2025Q3: 71,790 shares; 2025Q4: 71,804 shares 71,804 $4.21M 0.29% +14 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,631 shares; 2024Q4: 171,065 shares; 2025Q1: 144,437 shares; 2025Q2: 156,034 shares; 2025Q3: 143,294 shares; 2025Q4: 144,340 shares 144,340 $4.05M 0.28% +1,046 Timeline JPEM 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: 44,836 shares; 2024Q4: 70,210 shares; 2025Q1: 52,432 shares; 2025Q2: 66,980 shares; 2025Q3: 65,621 shares; 2025Q4: 66,150 shares 66,150 $4.02M 0.28% +529 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: 5,062 shares; 2024Q4: 5,612 shares; 2025Q1: 6,152 shares; 2025Q2: 7,079 shares; 2025Q3: 6,307 shares; 2025Q4: 7,018 shares 7,018 $4.01M 0.28% +711 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,777 shares; 2025Q1: 15,798 shares; 2025Q2: 23,590 shares; 2025Q3: 23,590 shares; 2025Q4: 23,590 shares 23,590 $3.97M 0.27% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 11,491 shares; 2025Q1: 14,858 shares; 2025Q2: 16,550 shares; 2025Q3: 17,731 shares; 2025Q4: 18,824 shares 18,824 $3.9M 0.27% +1,093 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: 24,617 shares; 2024Q4: 25,300 shares; 2025Q1: 29,255 shares; 2025Q2: 32,421 shares; 2025Q3: 30,077 shares; 2025Q4: 31,612 shares 31,612 $3.8M 0.26% +1,535 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: 7,391 shares; 2024Q4: 10,189 shares; 2025Q1: 10,246 shares; 2025Q2: 10,889 shares; 2025Q3: 11,052 shares; 2025Q4: 12,216 shares 12,216 $3.72M 0.26% +1,164 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: 38,051 shares; 2024Q4: 39,854 shares; 2025Q1: 41,801 shares; 2025Q2: 42,881 shares; 2025Q3: 39,683 shares; 2025Q4: 39,822 shares 39,822 $3.71M 0.26% +139 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: 41,170 shares; 2024Q4: 196,489 shares; 2025Q1: 161,120 shares; 2025Q2: 107,939 shares; 2025Q3: 105,664 shares; 2025Q4: 105,727 shares 105,727 $3.45M 0.24% +63 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: 18,651 shares; 2024Q4: 22,937 shares; 2025Q1: 27,059 shares; 2025Q2: 24,930 shares; 2025Q3: 28,042 shares; 2025Q4: 22,054 shares 22,054 $3.39M 0.23% -5,988 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: 11,453 shares; 2024Q4: 12,866 shares; 2025Q1: 13,521 shares; 2025Q2: 15,718 shares; 2025Q3: 14,472 shares; 2025Q4: 14,717 shares 14,717 $3.36M 0.23% +245 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: 42,022 shares; 2024Q4: 45,550 shares; 2025Q1: 48,862 shares; 2025Q2: 56,228 shares; 2025Q3: 55,733 shares; 2025Q4: 60,077 shares 60,077 $3.3M 0.23% +4,344 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: 1,389 shares; 2024Q4: 4,624 shares; 2025Q1: 3,952 shares; 2025Q2: 4,467 shares; 2025Q3: 4,469 shares; 2025Q4: 5,266 shares 5,266 $3.3M 0.23% +797 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,521 shares; 2025Q1: 21,076 shares; 2025Q2: 17,137 shares; 2025Q3: 17,137 shares; 2025Q4: 17,137 shares 17,137 $3.18M 0.22% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 17,105 shares; 2025Q1: 18,267 shares; 2025Q2: 19,252 shares; 2025Q3: 18,581 shares; 2025Q4: 17,112 shares 17,112 $3.15M 0.22% -1,469 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,971 shares; 2025Q1: 4,975 shares; 2025Q2: 5,729 shares; 2025Q3: 5,131 shares; 2025Q4: 5,389 shares 5,389 $3.05M 0.21% +258 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,788 shares; 2025Q1: 4,184 shares; 2025Q2: 4,546 shares; 2025Q3: 5,823 shares; 2025Q4: 5,226 shares 5,226 $3.03M 0.21% -597 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 4,163 shares; 2025Q1: 4,099 shares; 2025Q2: 4,609 shares; 2025Q3: 4,401 shares; 2025Q4: 4,423 shares 4,423 $2.93M 0.2% +22 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,361 shares; 2025Q3: 43,533 shares; 2025Q4: 43,533 shares 43,533 $2.87M 0.2% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,109 shares; 2024Q4: 72,578 shares; 2025Q1: 60,613 shares; 2025Q2: 60,556 shares; 2025Q3: 53,553 shares; 2025Q4: 53,149 shares 53,149 $2.86M 0.2% -404 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: 17,130 shares; 2024Q4: 17,002 shares; 2025Q1: 14,581 shares; 2025Q2: 17,492 shares; 2025Q3: 8,737 shares; 2025Q4: 8,487 shares 8,487 $2.85M 0.2% -250 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: 9,567 shares; 2024Q4: 10,134 shares; 2025Q1: 10,580 shares; 2025Q2: 11,634 shares; 2025Q3: 11,139 shares; 2025Q4: 10,610 shares 10,610 $2.81M 0.19% -529 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: 14,461 shares; 2024Q4: 16,194 shares; 2025Q1: 16,619 shares; 2025Q2: 18,112 shares; 2025Q3: 16,617 shares; 2025Q4: 15,298 shares 15,298 $2.81M 0.19% -1,319 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: 6,863 shares; 2024Q4: 7,424 shares; 2025Q1: 7,329 shares; 2025Q2: 9,114 shares; 2025Q3: 9,051 shares; 2025Q4: 8,113 shares 8,113 $2.79M 0.19% -938 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: 6,935 shares; 2024Q4: 8,297 shares; 2025Q1: 13,818 shares; 2025Q2: 18,114 shares; 2025Q3: 19,154 shares; 2025Q4: 21,793 shares 21,793 $2.67M 0.18% +2,639 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: 29,536 shares; 2024Q4: 31,045 shares; 2025Q1: 33,975 shares; 2025Q2: 40,644 shares; 2025Q3: 34,810 shares; 2025Q4: 37,709 shares 37,709 $2.64M 0.18% +2,899 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: 13,210 shares; 2024Q4: 13,290 shares; 2025Q1: 17,047 shares; 2025Q2: 19,712 shares; 2025Q3: 14,908 shares; 2025Q4: 14,435 shares 14,435 $2.56M 0.18% -473 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,514 shares; 2024Q4: 74,124 shares; 2025Q1: 86,072 shares; 2025Q2: 103,914 shares; 2025Q3: 157,213 shares; 2025Q4: 130,907 shares 130,907 $2.56M 0.18% -26,306 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 8,703 shares; 2025Q1: 8,303 shares; 2025Q2: 9,261 shares; 2025Q3: 11,436 shares; 2025Q4: 15,732 shares 15,732 $2.53M 0.17% +4,296 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: 19,984 shares; 2024Q4: 22,256 shares; 2025Q1: 25,194 shares; 2025Q2: 33,047 shares; 2025Q3: 31,242 shares; 2025Q4: 32,731 shares 32,731 $2.52M 0.17% +1,489 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,178 shares; 2025Q1: 79,613 shares; 2025Q2: 264,996 shares; 2025Q3: not reported; 2025Q4: 59,805 shares 59,805 $2.51M 0.17% new 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: 6,888 shares; 2024Q4: 6,837 shares; 2025Q1: 5,766 shares; 2025Q2: 8,443 shares; 2025Q3: 7,724 shares; 2025Q4: 8,648 shares 8,648 $2.47M 0.17% +924 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: 5,273 shares; 2024Q4: 6,444 shares; 2025Q1: 7,053 shares; 2025Q2: 8,729 shares; 2025Q3: 7,533 shares; 2025Q4: 8,000 shares 8,000 $2.46M 0.17% +467 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest 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: 103,448 shares 103,448 $2.4M 0.17% new 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: 33,315 shares; 2024Q4: 31,105 shares; 2025Q1: 22,924 shares; 2025Q2: 24,718 shares; 2025Q3: 21,661 shares; 2025Q4: 21,025 shares 21,025 $2.4M 0.16% -636 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: not reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 5,580 shares; 2025Q3: 9,699 shares; 2025Q4: 9,699 shares 9,699 $2.39M 0.16% 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: 10,570 shares; 2024Q4: 11,677 shares; 2025Q1: 12,351 shares; 2025Q2: 13,953 shares; 2025Q3: 12,782 shares; 2025Q4: 12,244 shares 12,244 $2.39M 0.16% -538 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: 3,321 shares; 2024Q4: 4,965 shares; 2025Q1: 4,971 shares; 2025Q2: 5,444 shares; 2025Q3: 5,900 shares; 2025Q4: 5,015 shares 5,015 $2.35M 0.16% -885 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: 4,886 shares; 2024Q4: 5,334 shares; 2025Q1: 6,243 shares; 2025Q2: 6,429 shares; 2025Q3: 6,303 shares; 2025Q4: 6,348 shares 6,348 $2.35M 0.16% +45 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: 7,395 shares; 2024Q4: 7,617 shares; 2025Q1: 8,058 shares; 2025Q2: 10,071 shares; 2025Q3: 9,454 shares; 2025Q4: 9,548 shares 9,548 $2.31M 0.16% +94 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,048 shares; 2024Q4: 44,048 shares; 2025Q1: 37,148 shares; 2025Q2: 37,908 shares; 2025Q3: 32,152 shares; 2025Q4: 31,085 shares 31,085 $2.31M 0.16% -1,067 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,919 shares 43,919 $2.3M 0.16% new 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: 1,365 shares; 2024Q4: 1,473 shares; 2025Q1: 1,195 shares; 2025Q2: 2,014 shares; 2025Q3: 1,791 shares; 2025Q4: 3,473 shares 3,473 $2.27M 0.16% +1,682 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 4,461 shares; 2025Q1: 6,037 shares; 2025Q2: 6,629 shares; 2025Q3: 6,792 shares; 2025Q4: 7,216 shares 7,216 $2.21M 0.15% +424 Timeline ARTY 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: 45,600 shares; 2025Q4: 45,600 shares 45,600 $2.2M 0.15% 0 Timeline IBOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,700 shares; 2025Q4: 39,700 shares 39,700 $2.09M 0.14% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 167,624 shares; 2025Q1: 130,816 shares; 2025Q2: 161,450 shares; 2025Q3: 246,707 shares; 2025Q4: 157,572 shares 157,572 $2.09M 0.14% -89,135 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: 49,590 shares; 2024Q4: 48,184 shares; 2025Q1: 45,020 shares; 2025Q2: 44,706 shares; 2025Q3: 43,683 shares; 2025Q4: 36,042 shares 36,042 $2.08M 0.14% -7,641 Timeline WTPI 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: 122,807 shares; 2024Q4: 118,622 shares; 2025Q1: 100,820 shares; 2025Q2: 102,818 shares; 2025Q3: 94,553 shares; 2025Q4: 61,916 shares 61,916 $2.04M 0.14% -32,637 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: 7,973 shares; 2024Q4: 8,841 shares; 2025Q1: 8,192 shares; 2025Q2: 8,559 shares; 2025Q3: 7,557 shares; 2025Q4: 7,947 shares 7,947 $2.04M 0.14% +390 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: 1,824 shares; 2024Q4: 1,956 shares; 2025Q1: 2,009 shares; 2025Q2: 2,493 shares; 2025Q3: 2,284 shares; 2025Q4: 2,322 shares 2,322 $2.04M 0.14% +38 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: 13,889 shares; 2024Q4: 15,353 shares; 2025Q1: 16,977 shares; 2025Q2: 18,503 shares; 2025Q3: 16,912 shares; 2025Q4: 17,581 shares 17,581 $2M 0.14% +669 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 6,618 shares; 2025Q1: 6,802 shares; 2025Q2: 8,118 shares; 2025Q3: 7,991 shares; 2025Q4: 8,721 shares 8,721 $1.98M 0.14% +730 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,400 shares; 2025Q4: 37,400 shares 37,400 $1.94M 0.13% 0 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,940 shares; 2024Q4: 124,700 shares; 2025Q1: 146,700 shares; 2025Q2: 156,700 shares; 2025Q3: 157,000 shares; 2025Q4: 153,800 shares 153,800 $1.91M 0.13% -3,200 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: 9,049 shares; 2024Q4: 9,953 shares; 2025Q1: 10,886 shares; 2025Q2: 11,225 shares; 2025Q3: 13,690 shares; 2025Q4: 12,440 shares 12,440 $1.9M 0.13% -1,250 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: 12,156 shares; 2024Q4: 11,960 shares; 2025Q1: 13,862 shares; 2025Q2: 15,246 shares; 2025Q3: 16,171 shares; 2025Q4: 16,244 shares 16,244 $1.9M 0.13% +73 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: 18,057 shares; 2024Q4: 18,621 shares; 2025Q1: 13,859 shares; 2025Q2: 16,813 shares; 2025Q3: 19,431 shares; 2025Q4: 17,518 shares 17,518 $1.85M 0.13% -1,913 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: 13,123 shares; 2024Q4: 13,099 shares; 2025Q1: 10,346 shares; 2025Q2: 11,226 shares; 2025Q3: 9,974 shares; 2025Q4: 9,623 shares 9,623 $1.84M 0.13% -351 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: 2,716 shares; 2024Q4: 2,934 shares; 2025Q1: 3,917 shares; 2025Q2: 2,688 shares; 2025Q3: 4,999 shares; 2025Q4: 4,362 shares 4,362 $1.84M 0.13% -637 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: 3,214 shares; 2024Q4: 3,551 shares; 2025Q1: 3,577 shares; 2025Q2: 3,373 shares; 2025Q3: 3,134 shares; 2025Q4: 3,179 shares 3,179 $1.82M 0.13% +45 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: 4,604 shares; 2024Q4: 5,173 shares; 2025Q1: 5,861 shares; 2025Q2: 7,125 shares; 2025Q3: 5,788 shares; 2025Q4: 6,078 shares 6,078 $1.8M 0.12% +290 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: 8,236 shares; 2025Q1: 7,535 shares; 2025Q2: 8,840 shares; 2025Q3: 9,832 shares; 2025Q4: 10,489 shares 10,489 $1.8M 0.12% +657 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: not reported; 2024Q4: not reported; 2025Q1: 20,698 shares; 2025Q2: 43,812 shares; 2025Q3: 34,661 shares; 2025Q4: 32,731 shares 32,731 $1.77M 0.12% -1,930 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: 11,868 shares; 2024Q4: 12,695 shares; 2025Q1: 10,178 shares; 2025Q2: 11,399 shares; 2025Q3: 11,077 shares; 2025Q4: 10,285 shares 10,285 $1.76M 0.12% -792 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: 4,018 shares; 2024Q4: 4,432 shares; 2025Q1: 4,688 shares; 2025Q2: 5,246 shares; 2025Q3: 4,777 shares; 2025Q4: 4,053 shares 4,053 $1.73M 0.12% -724 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: 1,542 shares; 2024Q4: 1,018 shares; 2025Q1: 1,334 shares; 2025Q2: 1,483 shares; 2025Q3: 1,377 shares; 2025Q4: 1,416 shares 1,416 $1.72M 0.12% +39 Timeline JMEE 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: 30,596 shares; 2025Q1: 22,830 shares; 2025Q2: 27,155 shares; 2025Q3: 26,305 shares; 2025Q4: 26,578 shares 26,578 $1.71M 0.12% +273 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,871 shares; 2024Q4: 7,649 shares; 2025Q1: 8,871 shares; 2025Q2: 9,000 shares; 2025Q3: 9,495 shares; 2025Q4: 7,022 shares 7,022 $1.69M 0.12% -2,473 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: 1,689 shares; 2025Q1: 1,094 shares; 2025Q2: 1,117 shares; 2025Q3: 1,273 shares; 2025Q4: 2,425 shares 2,425 $1.63M 0.11% +1,152 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: 6,786 shares; 2024Q4: 7,304 shares; 2025Q1: 7,198 shares; 2025Q2: 4,206 shares; 2025Q3: 5,491 shares; 2025Q4: 4,933 shares 4,933 $1.63M 0.11% -558 Timeline LDUR 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: 19,392 shares; 2024Q4: 17,787 shares; 2025Q1: 16,755 shares; 2025Q2: 17,090 shares; 2025Q3: 16,105 shares; 2025Q4: 16,826 shares 16,826 $1.62M 0.11% +721 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 244 shares; 2025Q1: 290 shares; 2025Q2: 334 shares; 2025Q3: 301 shares; 2025Q4: 292 shares 292 $1.57M 0.11% -9 Timeline FDIV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,723 shares; 2024Q4: 78,785 shares; 2025Q1: 62,551 shares; 2025Q2: 67,700 shares; 2025Q3: 59,606 shares; 2025Q4: 57,725 shares 57,725 $1.56M 0.11% -1,881 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 6,967 shares; 2025Q1: 6,416 shares; 2025Q2: 13,096 shares; 2025Q3: 11,094 shares; 2025Q4: 11,556 shares 11,556 $1.56M 0.11% +462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,211 shares; 2025Q3: 21,211 shares; 2025Q4: 21,211 shares 21,211 $1.56M 0.11% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 27,952 shares; 2025Q1: 29,388 shares; 2025Q2: 29,852 shares; 2025Q3: 29,601 shares; 2025Q4: 31,950 shares 31,950 $1.51M 0.1% +2,349 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: 446 shares; 2024Q4: 452 shares; 2025Q1: 411 shares; 2025Q2: 469 shares; 2025Q3: 461 shares; 2025Q4: 443 shares 443 $1.5M 0.1% -18 Timeline IQLT 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: 51,732 shares; 2024Q4: 48,364 shares; 2025Q1: 35,224 shares; 2025Q2: 37,975 shares; 2025Q3: 33,210 shares; 2025Q4: 33,048 shares 33,048 $1.5M 0.1% -162 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: 1,268 shares; 2024Q4: 1,526 shares; 2025Q1: 1,653 shares; 2025Q2: 1,849 shares; 2025Q3: 1,791 shares; 2025Q4: 1,809 shares 1,809 $1.48M 0.1% +18 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,700 shares; 2024Q4: 115,700 shares; 2025Q1: 189,400 shares; 2025Q2: 189,700 shares; 2025Q3: 195,200 shares; 2025Q4: 155,700 shares 155,700 $1.48M 0.1% -39,500 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,214 shares; 2025Q3: 43,788 shares; 2025Q4: 43,788 shares 43,788 $1.48M 0.1% 0 Timeline MCHI 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: 16,707 shares; 2025Q1: 16,707 shares; 2025Q2: 17,750 shares; 2025Q3: 24,449 shares; 2025Q4: 24,449 shares 24,449 $1.47M 0.1% 0 Timeline DFJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,235 shares; 2025Q3: 15,235 shares; 2025Q4: 15,235 shares 15,235 $1.47M 0.1% 0 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: 12,397 shares; 2024Q4: 17,381 shares; 2025Q1: 16,899 shares; 2025Q2: 18,231 shares; 2025Q3: 15,538 shares; 2025Q4: 15,037 shares 15,037 $1.43M 0.1% -501 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: 14,511 shares; 2024Q4: 51,604 shares; 2025Q1: 57,068 shares; 2025Q2: 55,762 shares; 2025Q3: 55,762 shares; 2025Q4: 52,546 shares 52,546 $1.43M 0.1% -3,216 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 6,324 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,450 shares 3,450 $1.42M 0.1% +30 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,321 shares 57,321 $1.42M 0.1% new 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: 11,837 shares; 2024Q4: 13,796 shares; 2025Q1: 20,006 shares; 2025Q2: 20,135 shares; 2025Q3: 20,392 shares; 2025Q4: 17,266 shares 17,266 $1.41M 0.1% -3,126 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: 52,456 shares; 2024Q4: 53,809 shares; 2025Q1: 76,403 shares; 2025Q2: 107,068 shares; 2025Q3: 131,515 shares; 2025Q4: 84,242 shares 84,242 $1.41M 0.1% -47,273 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,966 shares; 2025Q1: 9,966 shares; 2025Q2: 9,967 shares; 2025Q3: 14,387 shares; 2025Q4: 14,387 shares 14,387 $1.39M 0.1% 0 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: 8,843 shares; 2024Q4: 10,249 shares; 2025Q1: 10,971 shares; 2025Q2: 12,819 shares; 2025Q3: 11,565 shares; 2025Q4: 11,073 shares 11,073 $1.39M 0.1% -492 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: 14,622 shares; 2024Q4: 15,454 shares; 2025Q1: 21,238 shares; 2025Q2: 27,435 shares; 2025Q3: 35,014 shares; 2025Q4: 37,050 shares 37,050 $1.37M 0.09% +2,036 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: 8,533 shares; 2024Q4: 6,446 shares; 2025Q1: 8,072 shares; 2025Q2: 6,413 shares; 2025Q3: 8,498 shares; 2025Q4: 9,456 shares 9,456 $1.36M 0.09% +958 Timeline HYZD 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: 67,684 shares; 2024Q4: 60,552 shares; 2025Q1: 62,442 shares; 2025Q2: 55,061 shares; 2025Q3: 56,308 shares; 2025Q4: 60,298 shares 60,298 $1.36M 0.09% +3,990 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 4,156 shares; 2025Q1: 3,523 shares; 2025Q2: 4,932 shares; 2025Q3: 4,701 shares; 2025Q4: 4,951 shares 4,951 $1.34M 0.09% +250 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 320,000 shares; 2025Q1: 320,000 shares; 2025Q2: 305,000 shares; 2025Q3: 280,000 shares; 2025Q4: 150,000 shares 150,000 $1.33M 0.09% -130,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,087 shares; 2025Q3: 8,222 shares; 2025Q4: 13,284 shares 13,284 $1.33M 0.09% +5,062 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,900 shares; 2025Q1: 6,000 shares; 2025Q2: 6,179 shares; 2025Q3: 3,770 shares; 2025Q4: 4,471 shares 4,471 $1.32M 0.09% +701 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,330 shares; 2024Q4: 168,291 shares; 2025Q1: 136,143 shares; 2025Q2: 131,725 shares; 2025Q3: 121,690 shares; 2025Q4: 90,121 shares 90,121 $1.31M 0.09% -31,569 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 8,039 shares; 2025Q1: 10,118 shares; 2025Q2: 12,635 shares; 2025Q3: 12,491 shares; 2025Q4: 12,984 shares 12,984 $1.3M 0.09% +493 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: 12,965 shares; 2024Q4: 15,427 shares; 2025Q1: 15,454 shares; 2025Q2: 14,155 shares; 2025Q3: 14,096 shares; 2025Q4: 14,033 shares 14,033 $1.29M 0.09% -63 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,674 shares; 2025Q1: 3,858 shares; 2025Q2: 4,111 shares; 2025Q3: 3,872 shares; 2025Q4: 2,795 shares 2,795 $1.27M 0.09% -1,077 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: 16,168 shares; 2024Q4: 15,219 shares; 2025Q1: 12,351 shares; 2025Q2: 11,861 shares; 2025Q3: 9,855 shares; 2025Q4: 9,731 shares 9,731 $1.26M 0.09% -124 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: 36,892 shares; 2024Q4: 41,124 shares; 2025Q1: 45,689 shares; 2025Q2: 55,181 shares; 2025Q3: 52,402 shares; 2025Q4: 50,564 shares 50,564 $1.26M 0.09% -1,838 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: 6,451 shares; 2024Q4: 6,810 shares; 2025Q1: 7,229 shares; 2025Q2: 7,596 shares; 2025Q3: 6,336 shares; 2025Q4: 6,351 shares 6,351 $1.24M 0.09% +15 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 16,614 shares; 2025Q3: 19,614 shares; 2025Q4: 16,114 shares 16,114 $1.23M 0.08% -3,500 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 2,252 shares; 2025Q1: 2,495 shares; 2025Q2: 3,118 shares; 2025Q3: 3,009 shares; 2025Q4: 3,908 shares 3,908 $1.22M 0.08% +899 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: 10,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1.22M 0.08% 0 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: 10,131 shares; 2024Q4: 8,169 shares; 2025Q1: 6,758 shares; 2025Q2: 6,656 shares; 2025Q3: 6,422 shares; 2025Q4: 10,732 shares 10,732 $1.21M 0.08% +4,310 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,898 shares; 2025Q1: 6,053 shares; 2025Q2: 6,412 shares; 2025Q3: 6,173 shares; 2025Q4: 5,461 shares 5,461 $1.2M 0.08% -712 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: 2,948 shares; 2024Q4: 3,205 shares; 2025Q1: 3,458 shares; 2025Q2: 3,974 shares; 2025Q3: 3,557 shares; 2025Q4: 3,399 shares 3,399 $1.19M 0.08% -158 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: 23,805 shares; 2024Q4: 25,579 shares; 2025Q1: 26,786 shares; 2025Q2: 30,940 shares; 2025Q3: 28,499 shares; 2025Q4: 28,958 shares 28,958 $1.18M 0.08% +459 Timeline SCHO 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: 26,900 shares; 2024Q4: 53,800 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares 48,000 $1.17M 0.08% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,822 shares; 2024Q4: 18,401 shares; 2025Q1: 13,432 shares; 2025Q2: 12,625 shares; 2025Q3: 12,663 shares; 2025Q4: 12,675 shares 12,675 $1.16M 0.08% +12 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: 4,231 shares; 2024Q4: 4,429 shares; 2025Q1: 4,428 shares; 2025Q2: 4,327 shares; 2025Q3: 4,827 shares; 2025Q4: 4,570 shares 4,570 $1.15M 0.08% -257 Timeline CXSE 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: not reported; 2024Q4: 20,020 shares; 2025Q1: 20,020 shares; 2025Q2: 20,020 shares; 2025Q3: 28,422 shares; 2025Q4: 28,422 shares 28,422 $1.14M 0.08% 0 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: 4,570 shares; 2024Q4: 4,580 shares; 2025Q1: 5,328 shares; 2025Q2: 3,936 shares; 2025Q3: 3,221 shares; 2025Q4: 3,435 shares 3,435 $1.12M 0.08% +214 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: 775 shares; 2024Q4: 981 shares; 2025Q1: 787 shares; 2025Q2: 1,018 shares; 2025Q3: 1,047 shares; 2025Q4: 1,043 shares 1,043 $1.12M 0.08% -4 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: 10,605 shares; 2024Q4: 12,223 shares; 2025Q1: 13,231 shares; 2025Q2: 12,927 shares; 2025Q3: 12,832 shares; 2025Q4: 11,746 shares 11,746 $1.1M 0.08% -1,086 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: 25,607 shares; 2025Q1: 19,093 shares; 2025Q2: 24,337 shares; 2025Q3: 23,842 shares; 2025Q4: 24,011 shares 24,011 $1.09M 0.08% +169 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: 2,812 shares; 2024Q4: 3,023 shares; 2025Q1: 3,076 shares; 2025Q2: 3,647 shares; 2025Q3: 3,265 shares; 2025Q4: 3,478 shares 3,478 $1.09M 0.07% +213 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: 17,132 shares; 2024Q4: 17,132 shares; 2025Q1: 17,132 shares; 2025Q2: 17,132 shares; 2025Q3: 17,132 shares; 2025Q4: 18,492 shares 18,492 $1.09M 0.07% +1,360 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: 10,916 shares; 2024Q4: 12,632 shares; 2025Q1: 18,674 shares; 2025Q2: 24,327 shares; 2025Q3: 25,681 shares; 2025Q4: 21,261 shares 21,261 $1.08M 0.07% -4,420 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: 645 shares; 2024Q4: 897 shares; 2025Q1: 1,136 shares; 2025Q2: 1,220 shares; 2025Q3: 1,189 shares; 2025Q4: 1,215 shares 1,215 $1.07M 0.07% +26 Timeline PGJ 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: not reported; 2024Q4: 23,714 shares; 2025Q1: 23,714 shares; 2025Q2: 23,714 shares; 2025Q3: 36,671 shares; 2025Q4: 36,671 shares 36,671 $1.06M 0.07% 0 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: 813 shares; 2025Q1: 910 shares; 2025Q2: 1,149 shares; 2025Q3: 994 shares; 2025Q4: 981 shares 981 $1.05M 0.07% -13 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,421 shares 10,421 $1.05M 0.07% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 2,306 shares; 2025Q1: 2,503 shares; 2025Q2: 2,743 shares; 2025Q3: 2,321 shares; 2025Q4: 1,999 shares 1,999 $1.05M 0.07% -322 Timeline USDU 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: 79,267 shares; 2024Q4: 76,568 shares; 2025Q1: 64,852 shares; 2025Q2: 65,058 shares; 2025Q3: 59,968 shares; 2025Q4: 40,397 shares 40,397 $1.04M 0.07% -19,571 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 31,000 shares; 2025Q4: 31,000 shares 31,000 $1.04M 0.07% 0 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: 10,600 shares; 2024Q4: 11,692 shares; 2025Q1: 12,749 shares; 2025Q2: 14,403 shares; 2025Q3: 12,480 shares; 2025Q4: 12,949 shares 12,949 $1.04M 0.07% +469 Timeline LMBS 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: 18,941 shares; 2024Q4: 17,203 shares; 2025Q1: 17,832 shares; 2025Q2: 18,040 shares; 2025Q3: 17,869 shares; 2025Q4: 20,626 shares 20,626 $1.03M 0.07% +2,757 Timeline GTOQ INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,452 shares; 2024Q4: 45,445 shares; 2025Q1: 45,400 shares; 2025Q2: 42,041 shares; 2025Q3: 41,586 shares; 2025Q4: 45,075 shares 45,075 $1.02M 0.07% +3,489 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: 9,592 shares; 2024Q4: 10,751 shares; 2025Q1: 9,597 shares; 2025Q2: 13,516 shares; 2025Q3: 13,795 shares; 2025Q4: 12,403 shares 12,403 $1.01M 0.07% -1,392 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: 4,441 shares; 2024Q4: 4,715 shares; 2025Q1: 4,995 shares; 2025Q2: 6,076 shares; 2025Q3: 5,249 shares; 2025Q4: 4,966 shares 4,966 $1.01M 0.07% -283 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: 3,105 shares; 2025Q1: 5,641 shares; 2025Q2: 1,858 shares; 2025Q3: 5,911 shares; 2025Q4: 6,207 shares 6,207 $1M 0.07% +296 Timeline VUSB 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: 8,020 shares; 2025Q3: not reported; 2025Q4: 20,100 shares 20,100 $1M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,200 shares 13,200 $996K 0.07% new Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,571 shares; 2025Q3: 21,702 shares; 2025Q4: 21,702 shares 21,702 $976K 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,803 shares; 2025Q1: 4,287 shares; 2025Q2: 4,805 shares; 2025Q3: 4,383 shares; 2025Q4: 4,431 shares 4,431 $974K 0.07% +48 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,973 shares; 2025Q1: 2,341 shares; 2025Q2: 4,922 shares; 2025Q3: 3,957 shares; 2025Q4: 4,923 shares 4,923 $961K 0.07% +966 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,757 shares; 2025Q1: 5,237 shares; 2025Q2: 10,647 shares; 2025Q3: 9,736 shares; 2025Q4: 9,584 shares 9,584 $957K 0.07% -152 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,559 shares; 2024Q4: 13,562 shares; 2025Q1: 14,498 shares; 2025Q2: 14,589 shares; 2025Q3: 12,391 shares; 2025Q4: 11,195 shares 11,195 $951K 0.07% -1,196 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,339 shares; 2025Q1: 3,341 shares; 2025Q2: 3,005 shares; 2025Q3: 2,987 shares; 2025Q4: 2,714 shares 2,714 $950K 0.07% -273 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: 1,851 shares; 2024Q4: 2,084 shares; 2025Q1: 1,496 shares; 2025Q2: 2,796 shares; 2025Q3: 2,544 shares; 2025Q4: 2,670 shares 2,670 $944K 0.06% +126 Timeline XMLV 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: 34,015 shares; 2024Q4: 15,898 shares; 2025Q1: 12,094 shares; 2025Q2: 15,176 shares; 2025Q3: 14,958 shares; 2025Q4: 15,087 shares 15,087 $941K 0.06% +129 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: 1,330 shares; 2024Q4: 1,485 shares; 2025Q1: 1,627 shares; 2025Q2: 3,598 shares; 2025Q3: 2,472 shares; 2025Q4: 2,013 shares 2,013 $937K 0.06% -459 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,232 shares 20,232 $923K 0.06% new 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: 6,890 shares; 2024Q4: 10,470 shares; 2025Q1: 7,504 shares; 2025Q2: 7,323 shares; 2025Q3: 7,517 shares; 2025Q4: 6,744 shares 6,744 $915K 0.06% -773 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,926 shares; 2025Q1: 2,410 shares; 2025Q2: 4,302 shares; 2025Q3: 4,188 shares; 2025Q4: 4,197 shares 4,197 $911K 0.06% +9 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: 37,566 shares; 2024Q4: 27,744 shares; 2025Q1: 27,106 shares; 2025Q2: 41,041 shares; 2025Q3: 36,056 shares; 2025Q4: 36,399 shares 36,399 $906K 0.06% +343 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: 3,070 shares; 2024Q4: 3,341 shares; 2025Q1: 4,242 shares; 2025Q2: 4,595 shares; 2025Q3: 3,927 shares; 2025Q4: 3,849 shares 3,849 $877K 0.06% -78 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: 7,643 shares; 2024Q4: 6,703 shares; 2025Q1: 5,896 shares; 2025Q2: 8,421 shares; 2025Q3: 8,022 shares; 2025Q4: 7,231 shares 7,231 $866K 0.06% -791 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 452 shares; 2025Q1: 532 shares; 2025Q2: 9,212 shares; 2025Q3: 8,543 shares; 2025Q4: 9,486 shares 9,486 $865K 0.06% +943 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 4,990 shares 4,990 $860K 0.06% +745 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 792 shares; 2025Q1: 995 shares; 2025Q2: 1,030 shares; 2025Q3: 805 shares; 2025Q4: 645 shares 645 $858K 0.06% -160 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: 23,674 shares; 2024Q4: 24,207 shares; 2025Q1: 44,414 shares; 2025Q2: 22,293 shares; 2025Q3: 22,257 shares; 2025Q4: 21,779 shares 21,779 $853K 0.06% -478 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,924 shares; 2025Q1: 1,490 shares; 2025Q2: 2,361 shares; 2025Q3: 2,184 shares; 2025Q4: 1,804 shares 1,804 $847K 0.06% -380 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,976 shares; 2025Q1: 3,037 shares; 2025Q2: 3,270 shares; 2025Q3: 2,969 shares; 2025Q4: 2,944 shares 2,944 $846K 0.06% -25 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: 5,305 shares; 2024Q4: 5,791 shares; 2025Q1: 6,074 shares; 2025Q2: 6,689 shares; 2025Q3: 6,263 shares; 2025Q4: 5,458 shares 5,458 $841K 0.06% -805 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,300 shares; 2025Q2: 8,880 shares; 2025Q3: 4,080 shares; 2025Q4: 5,830 shares 5,830 $839K 0.06% +1,750 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: 3,333 shares; 2024Q4: 3,909 shares; 2025Q1: 3,684 shares; 2025Q2: 3,852 shares; 2025Q3: 1,936 shares; 2025Q4: 3,115 shares 3,115 $836K 0.06% +1,179 Timeline IQDG 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: 27,927 shares; 2024Q4: 38,322 shares; 2025Q1: 32,116 shares; 2025Q2: 20,693 shares; 2025Q3: 20,109 shares; 2025Q4: 20,049 shares 20,049 $832K 0.06% -60 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: 2,628 shares; 2024Q4: 2,929 shares; 2025Q1: 3,306 shares; 2025Q2: 3,826 shares; 2025Q3: 3,297 shares; 2025Q4: 2,574 shares 2,574 $820K 0.06% -723 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: 5,930 shares; 2024Q4: 6,255 shares; 2025Q1: 7,346 shares; 2025Q2: 6,554 shares; 2025Q3: 6,221 shares; 2025Q4: 6,149 shares 6,149 $816K 0.06% -72 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: 7,646 shares; 2024Q4: 12,387 shares; 2025Q1: 11,987 shares; 2025Q2: 12,796 shares; 2025Q3: 11,000 shares; 2025Q4: 9,611 shares 9,611 $809K 0.06% -1,389 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: 1,101 shares; 2024Q4: 2,384 shares; 2025Q1: 1,800 shares; 2025Q2: 1,533 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares 1,634 $797K 0.05% 0 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: 5,113 shares; 2024Q4: 5,928 shares; 2025Q1: 6,381 shares; 2025Q2: 8,506 shares; 2025Q3: 8,026 shares; 2025Q4: 8,277 shares 8,277 $795K 0.05% +251 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 2,083 shares; 2025Q2: 2,033 shares; 2025Q3: 2,407 shares; 2025Q4: 4,026 shares 4,026 $794K 0.05% +1,619 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 10,546 shares; 2025Q1: 9,502 shares; 2025Q2: 13,455 shares; 2025Q3: 12,889 shares; 2025Q4: 13,528 shares 13,528 $780K 0.05% +639 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: 3,810 shares; 2024Q4: 4,017 shares; 2025Q1: 3,881 shares; 2025Q2: 3,424 shares; 2025Q3: 3,145 shares; 2025Q4: 3,383 shares 3,383 $775K 0.05% +238 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,896 shares; 2025Q3: 12,701 shares; 2025Q4: 12,701 shares 12,701 $762K 0.05% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,165 shares; 2025Q1: 1,973 shares; 2025Q2: 1,970 shares; 2025Q3: 1,824 shares; 2025Q4: 1,808 shares 1,808 $759K 0.05% -16 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,464 shares; 2024Q4: 2,645 shares; 2025Q1: 2,890 shares; 2025Q2: 3,750 shares; 2025Q3: 3,330 shares; 2025Q4: 2,528 shares 2,528 $748K 0.05% -802 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,801 shares; 2025Q1: 1,615 shares; 2025Q2: 2,138 shares; 2025Q3: 1,945 shares; 2025Q4: 1,898 shares 1,898 $739K 0.05% -47 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,680 shares; 2025Q4: 10,680 shares 10,680 $737K 0.05% +1,000 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,180 shares; 2025Q1: 1,900 shares; 2025Q2: 2,846 shares; 2025Q3: 2,701 shares; 2025Q4: 2,693 shares 2,693 $735K 0.05% -8 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: 1,881 shares; 2024Q4: 2,053 shares; 2025Q1: 1,771 shares; 2025Q2: 2,556 shares; 2025Q3: 2,534 shares; 2025Q4: 2,627 shares 2,627 $733K 0.05% +93 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: 3,101 shares; 2024Q4: 3,513 shares; 2025Q1: 3,874 shares; 2025Q2: 4,507 shares; 2025Q3: 2,960 shares; 2025Q4: 3,063 shares 3,063 $709K 0.05% +103 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,368 shares; 2025Q1: 1,932 shares; 2025Q2: 1,855 shares; 2025Q3: 2,770 shares; 2025Q4: 2,795 shares 2,795 $702K 0.05% +25 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: 2,650 shares; 2024Q4: 2,673 shares; 2025Q1: 2,645 shares; 2025Q2: 379 shares; 2025Q3: 789 shares; 2025Q4: 930 shares 930 $701K 0.05% +141 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: 2,180 shares; 2024Q4: 2,543 shares; 2025Q1: 2,592 shares; 2025Q2: 3,181 shares; 2025Q3: 2,631 shares; 2025Q4: 2,698 shares 2,698 $696K 0.05% +67 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: 11,315 shares; 2024Q4: 14,890 shares; 2025Q1: 16,732 shares; 2025Q2: 15,424 shares; 2025Q3: 13,027 shares; 2025Q4: 12,869 shares 12,869 $694K 0.05% -158 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 3,298 shares; 2025Q3: 3,391 shares; 2025Q4: 4,064 shares 4,064 $689K 0.05% +673 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: not reported; 2025Q3: 6,789 shares; 2025Q4: 8,221 shares 8,221 $688K 0.05% +1,432 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 5,142 shares; 2025Q1: 4,638 shares; 2025Q2: 7,837 shares; 2025Q3: 3,616 shares; 2025Q4: 8,589 shares 8,589 $679K 0.05% +4,973 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,149 shares; 2025Q1: 1,014 shares; 2025Q2: 1,514 shares; 2025Q3: 1,434 shares; 2025Q4: 1,453 shares 1,453 $679K 0.05% +19 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,800 shares; 2025Q3: 20,110 shares; 2025Q4: 17,410 shares 17,410 $672K 0.05% -2,700 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,441 shares; 2024Q4: 8,666 shares; 2025Q1: 7,110 shares; 2025Q2: 10,120 shares; 2025Q3: 8,949 shares; 2025Q4: 7,713 shares 7,713 $672K 0.05% -1,236 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,419 shares 2,419 $666K 0.05% +130 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,750 shares; 2025Q1: 25,250 shares; 2025Q2: 25,250 shares; 2025Q3: 25,250 shares; 2025Q4: 28,750 shares 28,750 $663K 0.05% +3,500 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 43,068 shares; 2025Q3: 41,568 shares; 2025Q4: 65,568 shares 65,568 $662K 0.05% +24,000 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: 2,937 shares; 2024Q4: 3,940 shares; 2025Q1: 4,191 shares; 2025Q2: 5,419 shares; 2025Q3: 5,583 shares; 2025Q4: 5,948 shares 5,948 $656K 0.05% +365 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,507 shares; 2024Q4: 26,951 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $651K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 6,292 shares; 2025Q1: 5,068 shares; 2025Q2: 9,706 shares; 2025Q3: 8,718 shares; 2025Q4: 7,437 shares 7,437 $649K 0.04% -1,281 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 4,431 shares; 2025Q1: 4,021 shares; 2025Q2: 4,053 shares; 2025Q3: 4,780 shares; 2025Q4: 3,704 shares 3,704 $643K 0.04% -1,076 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: not reported; 2024Q4: 925 shares; 2025Q1: 979 shares; 2025Q2: 1,090 shares; 2025Q3: 1,948 shares; 2025Q4: 1,898 shares 1,898 $641K 0.04% -50 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: 2,341 shares; 2024Q4: 2,168 shares; 2025Q1: 2,204 shares; 2025Q2: 2,425 shares; 2025Q3: 2,666 shares; 2025Q4: 2,621 shares 2,621 $637K 0.04% -45 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: 3,360 shares; 2024Q4: 3,690 shares; 2025Q1: 4,020 shares; 2025Q2: 4,773 shares; 2025Q3: 3,840 shares; 2025Q4: 2,783 shares 2,783 $633K 0.04% -1,057 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: 5,178 shares; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 7,328 shares; 2025Q3: 7,035 shares; 2025Q4: 7,921 shares 7,921 $629K 0.04% +886 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: 5,380 shares; 2024Q4: 5,234 shares; 2025Q1: 5,767 shares; 2025Q2: 5,716 shares; 2025Q3: 4,606 shares; 2025Q4: 3,614 shares 3,614 $627K 0.04% -992 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: 2,187 shares; 2024Q4: 2,245 shares; 2025Q1: 2,175 shares; 2025Q2: 2,797 shares; 2025Q3: 2,622 shares; 2025Q4: 3,535 shares 3,535 $622K 0.04% +913 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: 4,678 shares; 2024Q4: 4,832 shares; 2025Q1: 3,962 shares; 2025Q2: 5,770 shares; 2025Q3: 5,253 shares; 2025Q4: 5,350 shares 5,350 $617K 0.04% +97 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: 1,317 shares; 2024Q4: 1,471 shares; 2025Q1: 1,063 shares; 2025Q2: 2,160 shares; 2025Q3: 1,787 shares; 2025Q4: 1,972 shares 1,972 $612K 0.04% +185 Timeline DTD 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: 3,461 shares; 2024Q4: 7,366 shares; 2025Q1: 7,366 shares; 2025Q2: 7,366 shares; 2025Q3: 7,304 shares; 2025Q4: 7,156 shares 7,156 $607K 0.04% -148 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: 6,754 shares; 2024Q4: 8,337 shares; 2025Q1: 7,439 shares; 2025Q2: 10,113 shares; 2025Q3: 11,062 shares; 2025Q4: 9,513 shares 9,513 $607K 0.04% -1,549 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 7,245 shares; 2025Q1: 6,602 shares; 2025Q2: 3,274 shares; 2025Q3: 7,296 shares; 2025Q4: 7,297 shares 7,297 $606K 0.04% +1 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: 4,061 shares; 2024Q4: 4,578 shares; 2025Q1: 3,987 shares; 2025Q2: 6,014 shares; 2025Q3: 5,279 shares; 2025Q4: 5,146 shares 5,146 $603K 0.04% -133 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 677 shares; 2025Q1: 429 shares; 2025Q2: 481 shares; 2025Q3: 969 shares; 2025Q4: 1,053 shares 1,053 $601K 0.04% +84 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: 868 shares; 2024Q4: 868 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,513 shares 1,513 $600K 0.04% -85 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 22,613 shares; 2025Q1: 25,048 shares; 2025Q2: 28,153 shares; 2025Q3: 22,002 shares; 2025Q4: 21,375 shares 21,375 $599K 0.04% -627 Timeline XSOE 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: 21,310 shares; 2024Q4: 25,898 shares; 2025Q1: 21,209 shares; 2025Q2: 15,677 shares; 2025Q3: 15,360 shares; 2025Q4: 15,314 shares 15,314 $598K 0.04% -46 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 11,003 shares; 2025Q1: 9,042 shares; 2025Q2: 6,590 shares; 2025Q3: 6,377 shares; 2025Q4: 6,358 shares 6,358 $588K 0.04% -19 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: 4,602 shares; 2024Q4: 5,557 shares; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 5,893 shares; 2025Q4: 5,893 shares 5,893 $586K 0.04% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,400 shares 13,400 $586K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,958 shares; 2025Q1: 3,405 shares; 2025Q2: 1,949 shares; 2025Q3: 1,655 shares; 2025Q4: 1,727 shares 1,727 $581K 0.04% +72 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,356 shares; 2025Q1: 15,356 shares; 2025Q2: 15,356 shares; 2025Q3: 20,440 shares; 2025Q4: 20,440 shares 20,440 $578K 0.04% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 9,181 shares; 2025Q1: 10,902 shares; 2025Q2: 9,224 shares; 2025Q3: 8,386 shares; 2025Q4: 7,346 shares 7,346 $576K 0.04% -1,040 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 3,077 shares; 2025Q1: 3,436 shares; 2025Q2: 4,122 shares; 2025Q3: 3,500 shares; 2025Q4: 3,545 shares 3,545 $574K 0.04% +45 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,600 shares; 2025Q2: 42,600 shares; 2025Q3: 42,600 shares; 2025Q4: 42,600 shares 42,600 $574K 0.04% 0 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: not reported; 2024Q4: 2,015 shares; 2025Q1: 1,747 shares; 2025Q2: 2,896 shares; 2025Q3: 3,004 shares; 2025Q4: 2,795 shares 2,795 $573K 0.04% -209 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: 956 shares; 2024Q4: 987 shares; 2025Q1: 732 shares; 2025Q2: 792 shares; 2025Q3: 1,090 shares; 2025Q4: 1,119 shares 1,119 $572K 0.04% +29 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: 5,012 shares; 2024Q4: 5,009 shares; 2025Q1: 4,496 shares; 2025Q2: 6,375 shares; 2025Q3: 4,951 shares; 2025Q4: 4,889 shares 4,889 $568K 0.04% -62 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: 2,787 shares; 2024Q4: 2,998 shares; 2025Q1: 2,474 shares; 2025Q2: 3,619 shares; 2025Q3: 3,364 shares; 2025Q4: 3,480 shares 3,480 $557K 0.04% +116 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: 11,930 shares; 2024Q4: 11,840 shares; 2025Q1: 11,845 shares; 2025Q2: 12,570 shares; 2025Q3: 12,726 shares; 2025Q4: 10,411 shares 10,411 $550K 0.04% -2,315 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 4,104 shares; 2025Q1: 3,807 shares; 2025Q2: 3,707 shares; 2025Q3: 3,727 shares; 2025Q4: 3,527 shares 3,527 $547K 0.04% -200 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: 1,747 shares; 2024Q4: 2,139 shares; 2025Q1: 2,121 shares; 2025Q2: 2,406 shares; 2025Q3: 2,196 shares; 2025Q4: 1,678 shares 1,678 $544K 0.04% -518 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: 370 shares; 2025Q1: not reported; 2025Q2: 603 shares; 2025Q3: 537 shares; 2025Q4: 950 shares 950 $540K 0.04% +413 Timeline XNTK 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: 2,559 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares 1,919 $533K 0.04% 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: not reported; 2024Q4: 3,855 shares; 2025Q1: 10,864 shares; 2025Q2: 9,907 shares; 2025Q3: 13,178 shares; 2025Q4: 7,955 shares 7,955 $533K 0.04% -5,223 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 2,579 shares; 2025Q4: 4,130 shares 4,130 $528K 0.04% +1,551 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 3,524 shares; 2025Q1: 3,009 shares; 2025Q2: 5,598 shares; 2025Q3: 4,970 shares; 2025Q4: 4,895 shares 4,895 $524K 0.04% -75 Timeline IHDG 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: 14,205 shares; 2024Q4: 18,153 shares; 2025Q1: 14,762 shares; 2025Q2: 11,135 shares; 2025Q3: 10,762 shares; 2025Q4: 10,729 shares 10,729 $522K 0.04% -33 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,839 shares; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 2,913 shares; 2025Q4: 6,230 shares 6,230 $520K 0.04% +3,317 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,478 shares; 2024Q4: 14,289 shares; 2025Q1: 8,346 shares; 2025Q2: 8,562 shares; 2025Q3: 7,787 shares; 2025Q4: 7,738 shares 7,738 $519K 0.04% -49 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: 37,861 shares; 2024Q4: 36,258 shares; 2025Q1: 21,986 shares; 2025Q2: 25,931 shares; 2025Q3: 19,252 shares; 2025Q4: 17,296 shares 17,296 $517K 0.04% -1,956 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares 13,400 $517K 0.04% 0 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: 13,109 shares; 2024Q4: 14,337 shares; 2025Q1: 13,597 shares; 2025Q2: 11,455 shares; 2025Q3: not reported; 2025Q4: 17,923 shares 17,923 $517K 0.04% new 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: 3,822 shares; 2024Q4: 3,461 shares; 2025Q1: 2,490 shares; 2025Q2: 3,351 shares; 2025Q3: 2,854 shares; 2025Q4: 1,872 shares 1,872 $515K 0.04% -982 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: 759 shares; 2024Q4: 804 shares; 2025Q1: 698 shares; 2025Q2: 639 shares; 2025Q3: 919 shares; 2025Q4: 740 shares 740 $501K 0.03% -179 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: 5,386 shares; 2024Q4: 6,929 shares; 2025Q1: 6,332 shares; 2025Q2: 10,074 shares; 2025Q3: 9,145 shares; 2025Q4: 6,524 shares 6,524 $500K 0.03% -2,621 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,976 shares; 2025Q4: 6,127 shares 6,127 $497K 0.03% +2,151 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 990 shares; 2025Q1: 893 shares; 2025Q2: 1,242 shares; 2025Q3: 915 shares; 2025Q4: 646 shares 646 $496K 0.03% -269 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 9,173 shares; 2025Q1: 5,535 shares; 2025Q2: 5,656 shares; 2025Q3: 5,199 shares; 2025Q4: 4,403 shares 4,403 $492K 0.03% -796 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 787 shares; 2025Q1: 674 shares; 2025Q2: 510 shares; 2025Q3: 930 shares; 2025Q4: 635 shares 635 $490K 0.03% -295 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: 2,511 shares; 2024Q4: 3,008 shares; 2025Q1: 3,258 shares; 2025Q2: 4,215 shares; 2025Q3: 3,609 shares; 2025Q4: 2,587 shares 2,587 $487K 0.03% -1,022 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,828 shares; 2025Q1: 1,483 shares; 2025Q2: 3,036 shares; 2025Q3: 2,896 shares; 2025Q4: 2,963 shares 2,963 $482K 0.03% +67 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,417 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,638 shares; 2025Q4: 1,642 shares 1,642 $477K 0.03% +4 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 518 shares 518 $469K 0.03% +164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,425 shares; 2025Q3: 10,008 shares; 2025Q4: 10,008 shares 10,008 $467K 0.03% 0 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: 1,239 shares; 2024Q4: 1,488 shares; 2025Q1: 1,090 shares; 2025Q2: 1,535 shares; 2025Q3: 1,369 shares; 2025Q4: 1,213 shares 1,213 $465K 0.03% -156 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 777 shares; 2025Q1: 622 shares; 2025Q2: 639 shares; 2025Q3: 1,031 shares; 2025Q4: 1,045 shares 1,045 $464K 0.03% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,759 shares; 2025Q3: 8,876 shares; 2025Q4: 9,225 shares 9,225 $464K 0.03% +349 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,293 shares; 2025Q1: 1,981 shares; 2025Q2: 1,466 shares; 2025Q3: 2,248 shares; 2025Q4: 2,219 shares 2,219 $463K 0.03% -29 Timeline DHS 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: not reported; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,548 shares 4,548 $463K 0.03% +109 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,320 shares; 2025Q1: 1,106 shares; 2025Q2: 1,104 shares; 2025Q3: 1,588 shares; 2025Q4: 1,595 shares 1,595 $463K 0.03% +7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,055 shares; 2025Q4: 5,255 shares 5,255 $460K 0.03% +200 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 562 shares; 2025Q4: 568 shares 568 $460K 0.03% +6 Timeline BBAG 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: 9,428 shares; 2025Q1: 9,428 shares; 2025Q2: 9,428 shares; 2025Q3: 9,428 shares; 2025Q4: 9,855 shares 9,855 $457K 0.03% +427 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 793 shares; 2025Q1: 727 shares; 2025Q2: 635 shares; 2025Q3: 889 shares; 2025Q4: 888 shares 888 $454K 0.03% -1 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 7,329 shares; 2025Q1: not reported; 2025Q2: 8,665 shares; 2025Q3: 7,570 shares; 2025Q4: 7,080 shares 7,080 $451K 0.03% -490 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 8,684 shares; 2025Q1: 6,964 shares; 2025Q2: 5,164 shares; 2025Q3: 7,907 shares; 2025Q4: 8,412 shares 8,412 $449K 0.03% +505 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: 6,409 shares; 2024Q4: 6,685 shares; 2025Q1: 6,392 shares; 2025Q2: 3,088 shares; 2025Q3: 2,891 shares; 2025Q4: 2,894 shares 2,894 $448K 0.03% +3 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares 218 $439K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,383 shares; 2025Q1: 918 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares 1,515 $439K 0.03% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,711 shares 5,711 $435K 0.03% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 9,163 shares; 2025Q1: 9,163 shares; 2025Q2: 9,163 shares; 2025Q3: 9,163 shares; 2025Q4: 9,163 shares 9,163 $427K 0.03% 0 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,916 shares; 2024Q4: 11,916 shares; 2025Q1: 12,318 shares; 2025Q2: 12,318 shares; 2025Q3: 13,992 shares; 2025Q4: 13,992 shares 13,992 $423K 0.03% 0 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: 10,140 shares; 2024Q4: 9,200 shares; 2025Q1: not reported; 2025Q2: 7,309 shares; 2025Q3: 10,708 shares; 2025Q4: 11,652 shares 11,652 $422K 0.03% +944 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,476 shares; 2025Q1: 1,134 shares; 2025Q2: 1,038 shares; 2025Q3: 1,533 shares; 2025Q4: 1,605 shares 1,605 $421K 0.03% +72 Timeline SLYG 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: 7,152 shares; 2024Q4: 7,386 shares; 2025Q1: 6,157 shares; 2025Q2: 2,418 shares; 2025Q3: 4,445 shares; 2025Q4: 4,434 shares 4,434 $418K 0.03% -11 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 6,255 shares; 2025Q1: 5,026 shares; 2025Q2: 4,828 shares; 2025Q3: 6,704 shares; 2025Q4: 6,944 shares 6,944 $417K 0.03% +240 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,397 shares; 2025Q1: 922 shares; 2025Q2: 1,378 shares; 2025Q3: 926 shares; 2025Q4: 862 shares 862 $417K 0.03% -64 Timeline IONQ IONQ INC More: the full row for IONQ 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: 13,000 shares; 2025Q3: 14,100 shares; 2025Q4: 9,270 shares 9,270 $416K 0.03% -4,830 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,582 shares; 2024Q4: 14,582 shares; 2025Q1: 14,582 shares; 2025Q2: 14,582 shares; 2025Q3: 16,697 shares; 2025Q4: 15,791 shares 15,791 $413K 0.03% -906 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: 9,350 shares; 2024Q4: 9,850 shares; 2025Q1: 9,750 shares; 2025Q2: 8,650 shares; 2025Q3: 8,670 shares; 2025Q4: 8,070 shares 8,070 $411K 0.03% -600 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: 4,738 shares; 2024Q4: 5,223 shares; 2025Q1: not reported; 2025Q2: 5,530 shares; 2025Q3: 5,650 shares; 2025Q4: 5,552 shares 5,552 $408K 0.03% -98 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,116 shares; 2025Q1: 825 shares; 2025Q2: 3,308 shares; 2025Q3: 3,439 shares; 2025Q4: 1,532 shares 1,532 $396K 0.03% -1,907 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: 6,425 shares; 2024Q4: 5,448 shares; 2025Q1: 5,250 shares; 2025Q2: 8,126 shares; 2025Q3: 7,615 shares; 2025Q4: 4,899 shares 4,899 $389K 0.03% -2,716 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,844 shares; 2025Q1: 6,393 shares; 2025Q2: 5,371 shares; 2025Q3: 8,382 shares; 2025Q4: 8,441 shares 8,441 $384K 0.03% +59 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,469 shares; 2024Q4: 140,469 shares; 2025Q1: 140,469 shares; 2025Q2: 140,469 shares; 2025Q3: 140,469 shares; 2025Q4: 136,145 shares 136,145 $383K 0.03% -4,324 Timeline RWK 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: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares 3,022 $382K 0.03% 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: 2,136 shares; 2024Q4: 2,475 shares; 2025Q1: 1,974 shares; 2025Q2: 1,949 shares; 2025Q3: 2,848 shares; 2025Q4: 2,904 shares 2,904 $370K 0.03% +56 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,491 shares; 2025Q1: 3,562 shares; 2025Q2: 3,380 shares; 2025Q3: 3,324 shares; 2025Q4: 3,301 shares 3,301 $369K 0.03% -23 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: 1,702 shares; 2025Q1: 1,379 shares; 2025Q2: 1,458 shares; 2025Q3: 2,786 shares; 2025Q4: 2,223 shares 2,223 $359K 0.02% -563 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 2,057 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,979 shares 1,979 $356K 0.02% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,718 shares 15,718 $353K 0.02% new 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: 4,664 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 9,247 shares; 2025Q3: 4,667 shares; 2025Q4: 4,669 shares 4,669 $352K 0.02% +2 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,284 shares; 2025Q2: 33,884 shares; 2025Q3: 37,084 shares; 2025Q4: 31,084 shares 31,084 $350K 0.02% -6,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 4,225 shares 4,225 $350K 0.02% +421 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: 1,566 shares; 2024Q4: 2,103 shares; 2025Q1: 2,180 shares; 2025Q2: 1,555 shares; 2025Q3: 1,440 shares; 2025Q4: 1,234 shares 1,234 $350K 0.02% -206 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: 7,024 shares; 2024Q4: 7,472 shares; 2025Q1: 6,847 shares; 2025Q2: 5,926 shares; 2025Q3: 5,199 shares; 2025Q4: 4,995 shares 4,995 $347K 0.02% -204 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: 1,682 shares 1,682 $346K 0.02% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,092 shares; 2025Q4: 3,025 shares 3,025 $344K 0.02% -67 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 769 shares; 2025Q1: 489 shares; 2025Q2: 946 shares; 2025Q3: not reported; 2025Q4: 770 shares 770 $343K 0.02% new 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: 2,908 shares; 2024Q4: 3,046 shares; 2025Q1: 2,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,143 shares 2,143 $341K 0.02% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 867 shares; 2025Q1: 997 shares; 2025Q2: 1,692 shares; 2025Q3: not reported; 2025Q4: 964 shares 964 $338K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: 3,203 shares 3,203 $338K 0.02% +1,175 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: 2,862 shares; 2024Q4: 3,088 shares; 2025Q1: 2,833 shares; 2025Q2: 5,263 shares; 2025Q3: 8,908 shares; 2025Q4: 8,412 shares 8,412 $338K 0.02% -496 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,556 shares; 2024Q4: 20,556 shares; 2025Q1: not reported; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,363 shares 9,363 $336K 0.02% 0 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: not reported; 2024Q4: 1,218 shares; 2025Q1: 1,412 shares; 2025Q2: 2,013 shares; 2025Q3: 1,549 shares; 2025Q4: 1,554 shares 1,554 $334K 0.02% +5 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: 6,155 shares; 2024Q4: 7,328 shares; 2025Q1: 6,157 shares; 2025Q2: 5,963 shares; 2025Q3: 5,963 shares; 2025Q4: 5,964 shares 5,964 $327K 0.02% +1 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: 13,575 shares; 2024Q4: 14,253 shares; 2025Q1: 15,961 shares; 2025Q2: 15,548 shares; 2025Q3: 24,163 shares; 2025Q4: 24,819 shares 24,819 $326K 0.02% +656 Timeline IGV 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: 70,755 shares; 2025Q3: 63,630 shares; 2025Q4: 3,035 shares 3,035 $321K 0.02% -60,595 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 27,780 shares; 2025Q2: 12,646 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares 4,814 $320K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $315K 0.02% 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: 7,381 shares; 2024Q4: 7,381 shares; 2025Q1: 6,743 shares; 2025Q2: 6,754 shares; 2025Q3: 6,770 shares; 2025Q4: 6,538 shares 6,538 $313K 0.02% -232 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,981 shares; 2025Q1: 2,881 shares; 2025Q2: 2,580 shares; 2025Q3: not reported; 2025Q4: 3,624 shares 3,624 $310K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares 2,242 $305K 0.02% 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: 8,338 shares; 2025Q4: 7,210 shares 7,210 $298K 0.02% -1,128 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares 318 $297K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,069 shares 3,069 $294K 0.02% -131 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: 7,070 shares; 2024Q4: 7,228 shares; 2025Q1: 13,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,187 shares 7,187 $290K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares 1,494 $289K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 3,198 shares; 2025Q1: 2,903 shares; 2025Q2: 2,694 shares; 2025Q3: 1,596 shares; 2025Q4: 1,510 shares 1,510 $280K 0.02% -86 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,721 shares; 2025Q3: 6,721 shares; 2025Q4: 6,721 shares 6,721 $279K 0.02% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,078 shares 3,078 $277K 0.02% -204 Timeline IWY 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: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 979 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 979 shares 979 $271K 0.02% 0 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: 4,362 shares; 2024Q4: 5,336 shares; 2025Q1: 5,039 shares; 2025Q2: 4,173 shares; 2025Q3: 2,155 shares; 2025Q4: 2,111 shares 2,111 $269K 0.02% -44 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares 4,996 $269K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,083 shares 3,083 $269K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 1,823 shares; 2025Q3: 1,920 shares; 2025Q4: 1,791 shares 1,791 $263K 0.02% -129 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,081 shares; 2025Q4: 1,907 shares 1,907 $262K 0.02% -174 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: 511 shares; 2025Q2: 485 shares; 2025Q3: 477 shares; 2025Q4: 467 shares 467 $258K 0.02% -10 Timeline USFR 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: 347,155 shares; 2024Q4: 6,799 shares; 2025Q1: 6,539 shares; 2025Q2: 4,976 shares; 2025Q3: 5,127 shares; 2025Q4: 5,128 shares 5,128 $258K 0.02% +1 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: 4,264 shares; 2024Q4: 4,664 shares; 2025Q1: 4,349 shares; 2025Q2: 3,979 shares; 2025Q3: 3,391 shares; 2025Q4: 3,257 shares 3,257 $257K 0.02% -134 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,272 shares; 2025Q1: 1,194 shares; 2025Q2: 1,201 shares; 2025Q3: 1,105 shares; 2025Q4: 1,122 shares 1,122 $252K 0.02% +17 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 5,717 shares; 2025Q1: 5,391 shares; 2025Q2: 5,557 shares; 2025Q3: 6,798 shares; 2025Q4: 6,625 shares 6,625 $251K 0.02% -173 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,408 shares; 2025Q4: 4,408 shares 4,408 $251K 0.02% 0 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares 5,091 $251K 0.02% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest 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: 4,849 shares 4,849 $248K 0.02% new 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: 4,282 shares; 2024Q4: 4,571 shares; 2025Q1: 3,746 shares; 2025Q2: 3,713 shares; 2025Q3: 3,546 shares; 2025Q4: 3,485 shares 3,485 $244K 0.02% -61 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 9,106 shares; 2025Q1: 8,636 shares; 2025Q2: 12,648 shares; 2025Q3: 11,694 shares; 2025Q4: 4,174 shares 4,174 $244K 0.02% -7,520 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: 2,669 shares; 2024Q4: 3,012 shares; 2025Q1: 3,160 shares; 2025Q2: 2,577 shares; 2025Q3: 3,080 shares; 2025Q4: 5,167 shares 5,167 $231K 0.02% +2,087 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: 1,248 shares; 2024Q4: 1,290 shares; 2025Q1: 1,140 shares; 2025Q2: 1,146 shares; 2025Q3: 1,019 shares; 2025Q4: 1,002 shares 1,002 $225K 0.02% -17 Timeline IWP 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: 4,278 shares; 2025Q1: 4,060 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares 1,636 $224K 0.02% 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: 12,395 shares; 2024Q4: 16,047 shares; 2025Q1: 17,510 shares; 2025Q2: 17,784 shares; 2025Q3: 23,031 shares; 2025Q4: 9,869 shares 9,869 $223K 0.02% -13,162 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,161 shares 2,161 $223K 0.02% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 922 shares; 2025Q4: 1,846 shares 1,846 $220K 0.02% +924 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,799 shares; 2025Q1: 2,989 shares; 2025Q2: 3,598 shares; 2025Q3: 2,653 shares; 2025Q4: 1,158 shares 1,158 $215K 0.01% -1,495 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,035 shares; 2025Q1: 2,029 shares; 2025Q2: 1,846 shares; 2025Q3: 1,425 shares; 2025Q4: 1,336 shares 1,336 $215K 0.01% -89 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: 11,716 shares; 2024Q4: 12,722 shares; 2025Q1: 10,972 shares; 2025Q2: 10,462 shares; 2025Q3: 8,559 shares; 2025Q4: 7,778 shares 7,778 $214K 0.01% -781 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares 1,773 $213K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,753 shares; 2025Q1: 1,917 shares; 2025Q2: 2,757 shares; 2025Q3: not reported; 2025Q4: 2,120 shares 2,120 $210K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,182 shares; 2025Q1: 1,114 shares; 2025Q2: 1,088 shares; 2025Q3: 876 shares; 2025Q4: 821 shares 821 $210K 0.01% -55 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,211 shares 1,211 $209K 0.01% -41 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares 2,296 $209K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,856 shares 1,856 $208K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 7,006 shares; 2025Q1: 7,876 shares; 2025Q2: 6,735 shares; 2025Q3: not reported; 2025Q4: 5,260 shares 5,260 $203K 0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,042 shares; 2025Q2: 33,045 shares; 2025Q3: 24,331 shares; 2025Q4: 14,523 shares 14,523 $172K 0.01% -9,808 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,970 shares; 2024Q4: 18,970 shares; 2025Q1: 17,370 shares; 2025Q2: 16,270 shares; 2025Q3: 17,270 shares; 2025Q4: 16,100 shares 16,100 $161K 0.01% -1,170 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: 29,204 shares; 2024Q4: 22,871 shares; 2025Q1: 21,010 shares; 2025Q2: 16,851 shares; 2025Q3: 13,153 shares; 2025Q4: 11,818 shares 11,818 $154K 0.01% -1,335 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,710 shares; 2025Q4: 12,682 shares 12,682 $149K 0.01% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,567 shares 1,567 $145K 0.01% new Timeline AGEN AGENUS INC More: the full row for AGENUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,450 shares; 2024Q4: 41,450 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares 41,000 $129K 0.01% 0 Timeline BITO 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: not reported; 2024Q4: 9,000 shares; 2025Q1: not reported; 2025Q2: 9,500 shares; 2025Q3: not reported; 2025Q4: 10,500 shares 10,500 $128K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 674 shares; 2025Q4: 814 shares 814 $112K 0.01% +140 Timeline VTYX VENTYX BIOSCIENCES INC More: the full row for VENTYX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,412 shares; 2024Q4: 11,412 shares; 2025Q1: 11,412 shares; 2025Q2: 11,412 shares; 2025Q3: 11,412 shares; 2025Q4: 11,412 shares 11,412 $103K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,662 shares; 2025Q4: 12,374 shares 12,374 $90.6K 0.01% -288 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $85.6K 0.01% 0 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 13,650 shares; 2025Q1: 12,500 shares; 2025Q2: 7,800 shares; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $78.6K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,158 shares; 2025Q1: 12,974 shares; 2025Q2: 11,463 shares; 2025Q3: 21,636 shares; 2025Q4: 21,120 shares 21,120 $60K <0.01% -516 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: 8,389 shares; 2024Q4: 7,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 623 shares; 2025Q4: 623 shares 623 $59.8K <0.01% 0 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $26.7K <0.01% 0 Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,314 shares; 2024Q4: 14,314 shares; 2025Q1: 19,530 shares; 2025Q2: 19,530 shares; 2025Q3: 19,530 shares; 2025Q4: 19,530 shares 19,530 $13.4K <0.01% 0 Timeline