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: 323,397 shares; 2024Q4: 441,053 shares; 2025Q1: 445,304 shares; 2025Q2: 447,094 shares; 2025Q3: 440,664 shares; 2025Q4: 447,284 shares 447,284 $218M 6.8% +6,620 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689,589 shares; 2024Q4: 1,737,706 shares; 2025Q1: 1,765,991 shares; 2025Q2: 1,783,116 shares; 2025Q3: 1,771,788 shares; 2025Q4: 1,907,665 shares 1,907,665 $132M 4.13% +135,877 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,606 shares; 2024Q4: 358,691 shares; 2025Q1: 359,851 shares; 2025Q2: 356,256 shares; 2025Q3: 343,591 shares; 2025Q4: 349,157 shares 349,157 $97.4M 3.04% +5,566 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,917 shares; 2024Q4: 530,145 shares; 2025Q1: 537,936 shares; 2025Q2: 541,297 shares; 2025Q3: 537,558 shares; 2025Q4: 540,826 shares 540,826 $95.9M 2.99% +3,268 Timeline JGRO 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: 651,741 shares; 2024Q4: 626,819 shares; 2025Q1: 787,185 shares; 2025Q2: 849,065 shares; 2025Q3: 833,678 shares; 2025Q4: 807,865 shares 807,865 $75M 2.34% -25,813 Timeline JAVA 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: 966,128 shares; 2024Q4: 960,089 shares; 2025Q1: 1,014,047 shares; 2025Q2: 1,061,689 shares; 2025Q3: 1,067,427 shares; 2025Q4: 1,020,642 shares 1,020,642 $73.2M 2.28% -46,785 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: 111,762 shares; 2024Q4: 116,976 shares; 2025Q1: 119,455 shares; 2025Q2: 119,522 shares; 2025Q3: 112,633 shares; 2025Q4: 91,731 shares 91,731 $62.8M 1.96% -20,902 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: 123,250 shares; 2024Q4: 126,529 shares; 2025Q1: 122,971 shares; 2025Q2: 122,363 shares; 2025Q3: 111,798 shares; 2025Q4: 108,824 shares 108,824 $54.7M 1.7% -2,974 Timeline IMCG 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: 547,910 shares; 2024Q4: 557,968 shares; 2025Q1: 613,033 shares; 2025Q2: 635,237 shares; 2025Q3: 635,258 shares; 2025Q4: 625,720 shares 625,720 $50M 1.56% -9,538 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: 169,679 shares; 2024Q4: 196,440 shares; 2025Q1: 185,483 shares; 2025Q2: 188,913 shares; 2025Q3: 190,391 shares; 2025Q4: 182,302 shares 182,302 $49.5M 1.54% -8,089 Timeline BSCT 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: 1,969,430 shares; 2024Q4: 2,207,836 shares; 2025Q1: 2,598,243 shares; 2025Q2: 2,591,993 shares; 2025Q3: 2,620,949 shares; 2025Q4: 2,615,214 shares 2,615,214 $49.3M 1.54% -5,735 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845,707 shares; 2024Q4: 2,070,713 shares; 2025Q1: 2,421,039 shares; 2025Q2: 2,426,509 shares; 2025Q3: 2,462,433 shares; 2025Q4: 2,377,359 shares 2,377,359 $46.9M 1.46% -85,074 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,874 shares; 2024Q4: 229,024 shares; 2025Q1: 238,128 shares; 2025Q2: 258,204 shares; 2025Q3: 258,892 shares; 2025Q4: 248,906 shares 248,906 $46.4M 1.45% -9,986 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: 64,812 shares; 2024Q4: 67,574 shares; 2025Q1: 68,424 shares; 2025Q2: 70,150 shares; 2025Q3: 73,761 shares; 2025Q4: 73,251 shares 73,251 $45.9M 1.43% -510 Timeline BSCV 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: 1,673 shares; 2024Q4: 1,998,814 shares; 2025Q1: 2,439,184 shares; 2025Q2: 2,557,892 shares; 2025Q3: 2,641,190 shares; 2025Q4: 2,714,473 shares 2,714,473 $45.3M 1.41% +73,283 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,261 shares; 2024Q4: 129,719 shares; 2025Q1: 134,649 shares; 2025Q2: 135,851 shares; 2025Q3: 133,310 shares; 2025Q4: 133,093 shares 133,093 $40.2M 1.25% -217 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,374 shares; 2024Q4: 124,281 shares; 2025Q1: 120,566 shares; 2025Q2: 137,218 shares; 2025Q3: 147,846 shares; 2025Q4: 153,865 shares 153,865 $39.7M 1.24% +6,019 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,173 shares; 2024Q4: 603,928 shares; 2025Q1: 607,172 shares; 2025Q2: 619,361 shares; 2025Q3: 660,474 shares; 2025Q4: 689,717 shares 689,717 $39.2M 1.22% +29,243 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: 130,396 shares; 2024Q4: 203,966 shares; 2025Q1: 204,309 shares; 2025Q2: 203,980 shares; 2025Q3: 203,669 shares; 2025Q4: 202,237 shares 202,237 $38.6M 1.2% -1,432 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: 550,366 shares; 2024Q4: 578,984 shares; 2025Q1: 591,240 shares; 2025Q2: 590,302 shares; 2025Q3: 606,716 shares; 2025Q4: 619,257 shares 619,257 $38.6M 1.2% +12,541 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,885 shares; 2024Q4: 529,944 shares; 2025Q1: 484,850 shares; 2025Q2: 450,175 shares; 2025Q3: 470,476 shares; 2025Q4: 489,125 shares 489,125 $36.2M 1.13% +18,649 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,050 shares; 2024Q4: 394,938 shares; 2025Q1: 387,903 shares; 2025Q2: 389,373 shares; 2025Q3: 402,867 shares; 2025Q4: 421,555 shares 421,555 $32.8M 1.02% +18,688 Timeline XMVM 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: 497,839 shares; 2024Q4: 521,333 shares; 2025Q1: 508,278 shares; 2025Q2: 521,095 shares; 2025Q3: 515,564 shares; 2025Q4: 507,916 shares 507,916 $32.6M 1.02% -7,648 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 183,805 shares; 2025Q1: 265,617 shares; 2025Q2: 328,454 shares; 2025Q3: 302,838 shares; 2025Q4: 292,763 shares 292,763 $29.9M 0.93% -10,075 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: 403,984 shares; 2024Q4: 413,392 shares; 2025Q1: 408,157 shares; 2025Q2: 404,359 shares; 2025Q3: 400,144 shares; 2025Q4: 396,591 shares 396,591 $29.2M 0.91% -3,553 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,028 shares; 2024Q4: 327,120 shares; 2025Q1: 336,084 shares; 2025Q2: 336,178 shares; 2025Q3: 348,052 shares; 2025Q4: 365,777 shares 365,777 $28.8M 0.9% +17,725 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: 36,051 shares; 2024Q4: 36,849 shares; 2025Q1: 41,065 shares; 2025Q2: 42,076 shares; 2025Q3: 44,066 shares; 2025Q4: 40,366 shares 40,366 $27.5M 0.86% -3,700 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: 203,920 shares; 2024Q4: 220,672 shares; 2025Q1: 219,832 shares; 2025Q2: 221,662 shares; 2025Q3: 222,844 shares; 2025Q4: 221,638 shares 221,638 $27.3M 0.85% -1,206 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,754 shares; 2024Q4: 190,734 shares; 2025Q1: 198,644 shares; 2025Q2: 248,997 shares; 2025Q3: 243,034 shares; 2025Q4: 253,018 shares 253,018 $27.1M 0.84% +9,984 Timeline MGV 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: 125,764 shares; 2024Q4: 125,518 shares; 2025Q1: 124,736 shares; 2025Q2: 135,528 shares; 2025Q3: 162,299 shares; 2025Q4: 191,673 shares 191,673 $27.1M 0.84% +29,374 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: 57,888 shares; 2024Q4: 56,624 shares; 2025Q1: 51,592 shares; 2025Q2: 57,437 shares; 2025Q3: 55,261 shares; 2025Q4: 53,865 shares 53,865 $26.1M 0.81% -1,396 Timeline SPSM 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: 467,400 shares; 2024Q4: 475,294 shares; 2025Q1: 484,962 shares; 2025Q2: 496,579 shares; 2025Q3: 519,418 shares; 2025Q4: 540,377 shares 540,377 $25.3M 0.79% +20,959 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,352 shares; 2024Q4: 560,743 shares; 2025Q1: 639,284 shares; 2025Q2: 699,141 shares; 2025Q3: 702,915 shares; 2025Q4: 681,621 shares 681,621 $25.2M 0.79% -21,294 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,348 shares; 2024Q4: 768,173 shares; 2025Q1: 781,245 shares; 2025Q2: 801,630 shares; 2025Q3: 840,640 shares; 2025Q4: 914,332 shares 914,332 $24.2M 0.75% +73,692 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: 391,978 shares; 2024Q4: 821,653 shares; 2025Q1: 840,128 shares; 2025Q2: 863,939 shares; 2025Q3: 900,525 shares; 2025Q4: 983,861 shares 983,861 $24M 0.75% +83,336 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: 74,801 shares; 2024Q4: 72,566 shares; 2025Q1: 70,455 shares; 2025Q2: 69,827 shares; 2025Q3: 66,946 shares; 2025Q4: 58,008 shares 58,008 $23.9M 0.75% -8,938 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,553 shares; 2024Q4: 407,311 shares; 2025Q1: 420,312 shares; 2025Q2: 426,946 shares; 2025Q3: 443,027 shares; 2025Q4: 485,346 shares 485,346 $23.5M 0.73% +42,319 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,950 shares; 2024Q4: 189,182 shares; 2025Q1: 274,207 shares; 2025Q2: 292,186 shares; 2025Q3: 282,022 shares; 2025Q4: 273,012 shares 273,012 $22.9M 0.71% -9,010 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,329 shares; 2024Q4: 1,025,285 shares; 2025Q1: 1,011,768 shares; 2025Q2: 844,089 shares; 2025Q3: 848,270 shares; 2025Q4: 846,141 shares 846,141 $22.2M 0.69% -2,129 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: 84,776 shares; 2024Q4: 84,123 shares; 2025Q1: 73,750 shares; 2025Q2: 88,088 shares; 2025Q3: 86,729 shares; 2025Q4: 87,308 shares 87,308 $20.2M 0.63% +579 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,987 shares; 2024Q4: 95,451 shares; 2025Q1: 154,304 shares; 2025Q2: 198,851 shares; 2025Q3: 167,803 shares; 2025Q4: 138,653 shares 138,653 $19.9M 0.62% -29,150 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,832 shares; 2024Q4: 96,344 shares; 2025Q1: 93,639 shares; 2025Q2: 92,876 shares; 2025Q3: 93,655 shares; 2025Q4: 93,577 shares 93,577 $19.8M 0.62% -78 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: 235,264 shares; 2024Q4: 317,962 shares; 2025Q1: 322,642 shares; 2025Q2: 326,735 shares; 2025Q3: 332,804 shares; 2025Q4: 344,403 shares 344,403 $18.5M 0.58% +11,599 Timeline FLOT 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: 168,817 shares; 2024Q4: 205,636 shares; 2025Q1: 308,977 shares; 2025Q2: 242,992 shares; 2025Q3: 240,024 shares; 2025Q4: 362,408 shares 362,408 $18.4M 0.57% +122,384 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,918 shares; 2024Q4: 32,486 shares; 2025Q1: 24,958 shares; 2025Q2: 51,113 shares; 2025Q3: 424,171 shares; 2025Q4: 549,493 shares 549,493 $17.9M 0.56% +125,322 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: 65,645 shares; 2024Q4: 63,108 shares; 2025Q1: 51,236 shares; 2025Q2: 57,595 shares; 2025Q3: 58,457 shares; 2025Q4: 55,215 shares 55,215 $17.3M 0.54% -3,242 Timeline SPMD 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: 187,913 shares; 2024Q4: 200,697 shares; 2025Q1: 213,024 shares; 2025Q2: 222,675 shares; 2025Q3: 248,611 shares; 2025Q4: 274,690 shares 274,690 $15.9M 0.5% +26,079 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: 37,557 shares; 2024Q4: 40,509 shares; 2025Q1: 41,090 shares; 2025Q2: 42,625 shares; 2025Q3: 49,496 shares; 2025Q4: 55,090 shares 55,090 $15.4M 0.48% +5,594 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,551 shares; 2024Q4: 17,525 shares; 2025Q1: 17,453 shares; 2025Q2: 124,877 shares; 2025Q3: 139,328 shares; 2025Q4: 150,771 shares 150,771 $15.2M 0.47% +11,443 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: 23,603 shares; 2024Q4: 22,287 shares; 2025Q1: 18,225 shares; 2025Q2: 21,047 shares; 2025Q3: 20,835 shares; 2025Q4: 22,397 shares 22,397 $14.8M 0.46% +1,562 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: 217 shares; 2024Q4: 55,933 shares; 2025Q1: 56,114 shares; 2025Q2: 57,620 shares; 2025Q3: 57,239 shares; 2025Q4: 57,256 shares 57,256 $14.5M 0.45% +17 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,744 shares; 2024Q4: 445,437 shares; 2025Q1: 477,305 shares; 2025Q2: 456,838 shares; 2025Q3: 459,170 shares; 2025Q4: 564,734 shares 564,734 $14.2M 0.44% +105,564 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: 24,940 shares; 2024Q4: 43,990 shares; 2025Q1: 44,386 shares; 2025Q2: 46,306 shares; 2025Q3: 42,918 shares; 2025Q4: 45,256 shares 45,256 $14.2M 0.44% +2,338 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: 63,441 shares; 2024Q4: 62,594 shares; 2025Q1: 59,132 shares; 2025Q2: 15,329 shares; 2025Q3: 15,400 shares; 2025Q4: 64,219 shares 64,219 $13.9M 0.43% +48,819 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,392 shares; 2024Q4: 292,572 shares; 2025Q1: 302,207 shares; 2025Q2: 306,381 shares; 2025Q3: 318,584 shares; 2025Q4: 363,957 shares 363,957 $13.4M 0.42% +45,373 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: 21,625 shares; 2024Q4: 39,791 shares; 2025Q1: 39,814 shares; 2025Q2: 39,466 shares; 2025Q3: 38,786 shares; 2025Q4: 39,804 shares 39,804 $13.3M 0.42% +1,018 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: 14,949 shares; 2024Q4: 19,484 shares; 2025Q1: 19,587 shares; 2025Q2: 20,054 shares; 2025Q3: 20,955 shares; 2025Q4: 20,356 shares 20,356 $12.5M 0.39% -599 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: 26,119 shares; 2024Q4: 25,160 shares; 2025Q1: 24,485 shares; 2025Q2: 28,126 shares; 2025Q3: 34,480 shares; 2025Q4: 36,099 shares 36,099 $12.5M 0.39% +1,619 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: 64,614 shares; 2024Q4: 57,793 shares; 2025Q1: 51,163 shares; 2025Q2: 53,648 shares; 2025Q3: 52,944 shares; 2025Q4: 59,813 shares 59,813 $11.7M 0.36% +6,869 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: 56,556 shares; 2024Q4: 52,819 shares; 2025Q1: 48,924 shares; 2025Q2: 51,015 shares; 2025Q3: 49,805 shares; 2025Q4: 50,580 shares 50,580 $11.6M 0.36% +775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,089 shares; 2025Q3: 171,029 shares; 2025Q4: 170,574 shares 170,574 $11.3M 0.35% -455 Timeline IGSB 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: 221,150 shares; 2024Q4: 218,782 shares; 2025Q1: 219,241 shares; 2025Q2: 213,987 shares; 2025Q3: 214,698 shares; 2025Q4: 213,927 shares 213,927 $11.3M 0.35% -771 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,601 shares; 2024Q4: 433,699 shares; 2025Q1: 420,363 shares; 2025Q2: 424,709 shares; 2025Q3: 421,199 shares; 2025Q4: 411,981 shares 411,981 $11.3M 0.35% -9,218 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 6,111 shares; 2025Q1: 6,113 shares; 2025Q2: 90,984 shares; 2025Q3: 104,270 shares; 2025Q4: 115,252 shares 115,252 $11.3M 0.35% +10,982 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: 23,978 shares; 2024Q4: 19,919 shares; 2025Q1: 17,010 shares; 2025Q2: 22,653 shares; 2025Q3: 22,778 shares; 2025Q4: 24,088 shares 24,088 $10.8M 0.34% +1,310 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: 48,515 shares; 2024Q4: 42,913 shares; 2025Q1: 38,155 shares; 2025Q2: 38,484 shares; 2025Q3: 35,907 shares; 2025Q4: 33,111 shares 33,111 $10.7M 0.33% -2,796 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: 956 shares; 2024Q4: 87,976 shares; 2025Q1: 87,212 shares; 2025Q2: 88,402 shares; 2025Q3: 91,052 shares; 2025Q4: 91,490 shares 91,490 $10.4M 0.32% +438 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: 123,169 shares; 2024Q4: 119,952 shares; 2025Q1: 118,750 shares; 2025Q2: 121,827 shares; 2025Q3: 128,591 shares; 2025Q4: 136,989 shares 136,989 $10.3M 0.32% +8,398 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: 115 shares; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,189 shares; 2025Q4: 217,812 shares 217,812 $10.3M 0.32% +200,623 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,412 shares; 2024Q4: 334,864 shares; 2025Q1: 332,829 shares; 2025Q2: 334,624 shares; 2025Q3: 335,519 shares; 2025Q4: 337,242 shares 337,242 $10.1M 0.32% +1,723 Timeline VWOB 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: 124,405 shares; 2024Q4: 129,917 shares; 2025Q1: 133,164 shares; 2025Q2: 136,292 shares; 2025Q3: 141,214 shares; 2025Q4: 149,620 shares 149,620 $10.1M 0.31% +8,406 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,463 shares; 2024Q4: 109,937 shares; 2025Q1: 108,107 shares; 2025Q2: 109,959 shares; 2025Q3: 110,693 shares; 2025Q4: 113,065 shares 113,065 $10M 0.31% +2,372 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: 11,060 shares; 2024Q4: 13,113 shares; 2025Q1: 13,655 shares; 2025Q2: 13,353 shares; 2025Q3: 19,424 shares; 2025Q4: 23,938 shares 23,938 $9.49M 0.3% +4,514 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: 30,763 shares; 2024Q4: 32,904 shares; 2025Q1: 32,862 shares; 2025Q2: 13,816 shares; 2025Q3: 12,248 shares; 2025Q4: 31,328 shares 31,328 $8.94M 0.28% +19,080 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,910 shares; 2024Q4: 185,959 shares; 2025Q1: 163,179 shares; 2025Q2: 160,391 shares; 2025Q3: 189,496 shares; 2025Q4: 189,796 shares 189,796 $8.88M 0.28% +300 Timeline BSJQ 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: 313,915 shares; 2024Q4: 325,307 shares; 2025Q1: 334,687 shares; 2025Q2: 343,851 shares; 2025Q3: 349,977 shares; 2025Q4: 351,032 shares 351,032 $8.19M 0.26% +1,055 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,113 shares; 2024Q4: 151,709 shares; 2025Q1: 228,079 shares; 2025Q2: 303,385 shares; 2025Q3: 241,339 shares; 2025Q4: 212,497 shares 212,497 $8.1M 0.25% -28,842 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,854 shares; 2024Q4: 132,694 shares; 2025Q1: 137,650 shares; 2025Q2: 137,063 shares; 2025Q3: 138,665 shares; 2025Q4: 119,411 shares 119,411 $8.08M 0.25% -19,254 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,716 shares; 2024Q4: 112,586 shares; 2025Q1: 110,611 shares; 2025Q2: 105,753 shares; 2025Q3: 104,702 shares; 2025Q4: 93,354 shares 93,354 $7.97M 0.25% -11,348 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,191 shares; 2024Q4: 291,421 shares; 2025Q1: 297,408 shares; 2025Q2: 309,388 shares; 2025Q3: 340,270 shares; 2025Q4: 373,701 shares 373,701 $7.81M 0.24% +33,431 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,136 shares; 2024Q4: 92,755 shares; 2025Q1: 89,677 shares; 2025Q2: 123,202 shares; 2025Q3: 173,851 shares; 2025Q4: 175,501 shares 175,501 $7.52M 0.23% +1,650 Timeline SCHZ 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: 131,630 shares; 2024Q4: 269,553 shares; 2025Q1: 303,563 shares; 2025Q2: 308,693 shares; 2025Q3: 299,830 shares; 2025Q4: 319,946 shares 319,946 $7.48M 0.23% +20,116 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: 42,091 shares; 2024Q4: 40,837 shares; 2025Q1: 39,329 shares; 2025Q2: 37,549 shares; 2025Q3: 33,411 shares; 2025Q4: 32,305 shares 32,305 $7.47M 0.23% -1,106 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: 89,396 shares; 2024Q4: 69,475 shares; 2025Q1: 75,285 shares; 2025Q2: 44,294 shares; 2025Q3: 58,054 shares; 2025Q4: 60,494 shares 60,494 $7.28M 0.23% +2,440 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 19,274 shares; 2025Q1: 19,274 shares; 2025Q2: 19,274 shares; 2025Q3: 65,607 shares; 2025Q4: 197,397 shares 197,397 $7.22M 0.23% +131,790 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 49,040 shares; 2025Q1: 49,040 shares; 2025Q2: 48,511 shares; 2025Q3: 48,206 shares; 2025Q4: 48,378 shares 48,378 $7.19M 0.22% +172 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: 90,975 shares; 2024Q4: 79,806 shares; 2025Q1: 77,072 shares; 2025Q2: 75,740 shares; 2025Q3: 70,057 shares; 2025Q4: 66,493 shares 66,493 $7.09M 0.22% -3,564 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 47,343 shares; 2025Q1: 47,035 shares; 2025Q2: 46,863 shares; 2025Q3: 47,803 shares; 2025Q4: 48,965 shares 48,965 $7.02M 0.22% +1,162 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: 368,655 shares; 2024Q4: 206,355 shares; 2025Q1: 182,976 shares; 2025Q2: 88,593 shares; 2025Q3: 81,222 shares; 2025Q4: 76,109 shares 76,109 $6.91M 0.22% -5,113 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: 11,863 shares; 2024Q4: 9,734 shares; 2025Q1: 8,577 shares; 2025Q2: 8,396 shares; 2025Q3: 7,982 shares; 2025Q4: 7,633 shares 7,633 $6.71M 0.21% -349 Timeline SPDW 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: 171,280 shares; 2024Q4: 162,490 shares; 2025Q1: 156,719 shares; 2025Q2: 160,665 shares; 2025Q3: 153,424 shares; 2025Q4: 150,066 shares 150,066 $6.66M 0.21% -3,358 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,377 shares; 2024Q4: 44,294 shares; 2025Q1: 58,947 shares; 2025Q2: 72,987 shares; 2025Q3: 103,563 shares; 2025Q4: 112,873 shares 112,873 $6.56M 0.2% +9,310 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: 39,114 shares; 2024Q4: 35,112 shares; 2025Q1: 27,899 shares; 2025Q2: 30,409 shares; 2025Q3: 31,176 shares; 2025Q4: 31,519 shares 31,519 $6.52M 0.2% +343 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: 47,507 shares; 2024Q4: 55,111 shares; 2025Q1: 49,270 shares; 2025Q2: 15,158 shares; 2025Q3: 14,136 shares; 2025Q4: 55,883 shares 55,883 $6.52M 0.2% +41,747 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,300 shares; 2025Q1: 119,083 shares; 2025Q2: 154,836 shares; 2025Q3: 135,065 shares; 2025Q4: 112,703 shares 112,703 $6.42M 0.2% -22,362 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: 52,623 shares; 2024Q4: 57,653 shares; 2025Q1: 45,547 shares; 2025Q2: 48,526 shares; 2025Q3: 48,918 shares; 2025Q4: 55,652 shares 55,652 $6.32M 0.2% +6,734 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: 23,186 shares; 2024Q4: 22,859 shares; 2025Q1: 22,948 shares; 2025Q2: 21,765 shares; 2025Q3: 20,580 shares; 2025Q4: 20,066 shares 20,066 $6.32M 0.2% -514 Timeline MDYV 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: 201,871 shares; 2024Q4: 200,984 shares; 2025Q1: 201,976 shares; 2025Q2: 77,880 shares; 2025Q3: 74,812 shares; 2025Q4: 73,232 shares 73,232 $6.2M 0.19% -1,580 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: 16,926 shares; 2024Q4: 14,123 shares; 2025Q1: 13,824 shares; 2025Q2: 12,834 shares; 2025Q3: 16,804 shares; 2025Q4: 16,416 shares 16,416 $6.07M 0.19% -388 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: 18,146 shares; 2024Q4: 17,819 shares; 2025Q1: 17,178 shares; 2025Q2: 16,890 shares; 2025Q3: 16,823 shares; 2025Q4: 16,189 shares 16,189 $6.01M 0.19% -634 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 5,253 shares; 2025Q1: 5,438 shares; 2025Q2: 5,438 shares; 2025Q3: 6,188 shares; 2025Q4: 5,455 shares 5,455 $5.86M 0.18% -733 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,968 shares; 2024Q4: 94,281 shares; 2025Q1: 94,916 shares; 2025Q2: 98,486 shares; 2025Q3: 119,764 shares; 2025Q4: 116,769 shares 116,769 $5.83M 0.18% -2,995 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: 12,025 shares; 2024Q4: 10,648 shares; 2025Q1: 9,264 shares; 2025Q2: 10,239 shares; 2025Q3: 10,107 shares; 2025Q4: 9,821 shares 9,821 $5.61M 0.17% -286 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,710 shares; 2024Q4: 99,772 shares; 2025Q1: 93,499 shares; 2025Q2: 92,397 shares; 2025Q3: 89,765 shares; 2025Q4: 84,425 shares 84,425 $5.57M 0.17% -5,340 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: 18,213 shares; 2024Q4: 16,950 shares; 2025Q1: 16,374 shares; 2025Q2: 16,152 shares; 2025Q3: 16,311 shares; 2025Q4: 16,133 shares 16,133 $5.55M 0.17% -178 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 20,081 shares; 2025Q1: 20,003 shares; 2025Q2: 21,994 shares; 2025Q3: 21,330 shares; 2025Q4: 38,287 shares 38,287 $5.51M 0.17% +16,957 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: 67,613 shares; 2024Q4: 70,989 shares; 2025Q1: 71,028 shares; 2025Q2: 68,538 shares; 2025Q3: 69,157 shares; 2025Q4: 71,127 shares 71,127 $5.48M 0.17% +1,970 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: 39,335 shares; 2024Q4: 122,726 shares; 2025Q1: 154,597 shares; 2025Q2: 196,514 shares; 2025Q3: 192,616 shares; 2025Q4: 165,430 shares 165,430 $5.4M 0.17% -27,186 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,504 shares; 2024Q4: 94,387 shares; 2025Q1: 97,673 shares; 2025Q2: 101,073 shares; 2025Q3: 109,931 shares; 2025Q4: 116,996 shares 116,996 $5.36M 0.17% +7,065 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: 42,700 shares; 2024Q4: 47,093 shares; 2025Q1: 43,738 shares; 2025Q2: 42,737 shares; 2025Q3: 42,651 shares; 2025Q4: 42,763 shares 42,763 $5.36M 0.17% +112 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: 15,734 shares; 2024Q4: 14,736 shares; 2025Q1: 12,043 shares; 2025Q2: 13,404 shares; 2025Q3: 15,727 shares; 2025Q4: 15,154 shares 15,154 $5.31M 0.17% -573 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: 6,945 shares; 2024Q4: 6,249 shares; 2025Q1: 5,989 shares; 2025Q2: 5,796 shares; 2025Q3: 6,215 shares; 2025Q4: 6,111 shares 6,111 $5.27M 0.16% -104 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,732 shares; 2024Q4: 12,239 shares; 2025Q1: 11,973 shares; 2025Q2: 12,130 shares; 2025Q3: 12,185 shares; 2025Q4: 10,902 shares 10,902 $5.16M 0.16% -1,283 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: 72,328 shares; 2024Q4: 75,014 shares; 2025Q1: 50,245 shares; 2025Q2: 40,972 shares; 2025Q3: 39,378 shares; 2025Q4: 42,488 shares 42,488 $5.11M 0.16% +3,110 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: 62,507 shares; 2024Q4: 56,215 shares; 2025Q1: 50,295 shares; 2025Q2: 51,835 shares; 2025Q3: 51,680 shares; 2025Q4: 52,457 shares 52,457 $4.89M 0.15% +777 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,190 shares; 2024Q4: 50,245 shares; 2025Q1: 48,317 shares; 2025Q2: 47,004 shares; 2025Q3: 54,045 shares; 2025Q4: 53,858 shares 53,858 $4.82M 0.15% -187 Timeline BSMT 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: 77,238 shares; 2024Q4: 129,286 shares; 2025Q1: 166,334 shares; 2025Q2: 154,165 shares; 2025Q3: 178,254 shares; 2025Q4: 201,830 shares 201,830 $4.67M 0.15% +23,576 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,509 shares; 2025Q2: 104,344 shares; 2025Q3: 88,220 shares; 2025Q4: 72,843 shares 72,843 $4.65M 0.14% -15,377 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,894 shares; 2025Q4: 95,847 shares 95,847 $4.62M 0.14% +81,953 Timeline SPAB 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: 176,022 shares; 2024Q4: 177,955 shares; 2025Q1: 175,937 shares; 2025Q2: 178,424 shares; 2025Q3: 179,717 shares; 2025Q4: 178,417 shares 178,417 $4.59M 0.14% -1,300 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: 20,881 shares; 2024Q4: 19,602 shares; 2025Q1: 17,795 shares; 2025Q2: 17,220 shares; 2025Q3: 16,796 shares; 2025Q4: 16,406 shares 16,406 $4.54M 0.14% -390 Timeline BSMR 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: 88,559 shares; 2024Q4: 128,236 shares; 2025Q1: 157,492 shares; 2025Q2: 147,798 shares; 2025Q3: 166,387 shares; 2025Q4: 191,201 shares 191,201 $4.52M 0.14% +24,814 Timeline SPTM 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: 46,518 shares; 2024Q4: 46,518 shares; 2025Q1: 48,841 shares; 2025Q2: 50,501 shares; 2025Q3: 50,929 shares; 2025Q4: 53,394 shares 53,394 $4.41M 0.14% +2,465 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: 131,312 shares; 2024Q4: 85,849 shares; 2025Q1: 67,454 shares; 2025Q2: 86,447 shares; 2025Q3: 82,210 shares; 2025Q4: 79,271 shares 79,271 $4.36M 0.14% -2,939 Timeline SPHQ 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: 57,810 shares; 2025Q4: 57,810 shares 57,810 $4.34M 0.14% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,523 shares; 2024Q4: 17,697 shares; 2025Q1: 15,141 shares; 2025Q2: 16,543 shares; 2025Q3: 15,776 shares; 2025Q4: 16,241 shares 16,241 $4.3M 0.13% +465 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: 4,621 shares; 2024Q4: 4,341 shares; 2025Q1: 2,928 shares; 2025Q2: 4,312 shares; 2025Q3: 4,332 shares; 2025Q4: 45,818 shares 45,818 $4.3M 0.13% +41,486 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: 16,547 shares; 2024Q4: 14,510 shares; 2025Q1: 14,215 shares; 2025Q2: 14,217 shares; 2025Q3: 14,872 shares; 2025Q4: 13,903 shares 13,903 $4.25M 0.13% -969 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,342 shares; 2024Q4: 67,683 shares; 2025Q1: 68,021 shares; 2025Q2: 67,250 shares; 2025Q3: 67,454 shares; 2025Q4: 67,791 shares 67,791 $4.24M 0.13% +337 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: 37,563 shares; 2024Q4: 37,976 shares; 2025Q1: 38,306 shares; 2025Q2: 34,079 shares; 2025Q3: 34,299 shares; 2025Q4: 36,732 shares 36,732 $4.09M 0.13% +2,433 Timeline FTCS 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: 50,228 shares; 2024Q4: 50,748 shares; 2025Q1: 52,017 shares; 2025Q2: 50,429 shares; 2025Q3: 47,616 shares; 2025Q4: 42,311 shares 42,311 $3.91M 0.12% -5,305 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,043 shares; 2024Q4: 82,119 shares; 2025Q1: 85,109 shares; 2025Q2: 85,955 shares; 2025Q3: 115,043 shares; 2025Q4: 117,027 shares 117,027 $3.87M 0.12% +1,984 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: 31,187 shares; 2024Q4: 30,451 shares; 2025Q1: 27,292 shares; 2025Q2: 26,804 shares; 2025Q3: 27,002 shares; 2025Q4: 27,314 shares 27,314 $3.85M 0.12% +312 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: 49,213 shares; 2024Q4: 52,311 shares; 2025Q1: 50,982 shares; 2025Q2: 50,320 shares; 2025Q3: 48,750 shares; 2025Q4: 46,675 shares 46,675 $3.79M 0.12% -2,075 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.12% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,657 shares; 2024Q4: 37,292 shares; 2025Q1: 37,825 shares; 2025Q2: 37,914 shares; 2025Q3: 38,295 shares; 2025Q4: 50,923 shares 50,923 $3.74M 0.12% +12,628 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: 4,394 shares; 2024Q4: 3,660 shares; 2025Q1: 3,230 shares; 2025Q2: 3,581 shares; 2025Q3: 3,562 shares; 2025Q4: 3,487 shares 3,487 $3.74M 0.12% -75 Timeline SPTS 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: 128,241 shares; 2024Q4: 129,985 shares; 2025Q1: 132,899 shares; 2025Q2: 130,543 shares; 2025Q3: 127,779 shares; 2025Q4: 126,859 shares 126,859 $3.71M 0.12% -920 Timeline BSMV 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: 11,513 shares; 2024Q4: 118,554 shares; 2025Q1: 146,393 shares; 2025Q2: 117,644 shares; 2025Q3: 147,354 shares; 2025Q4: 174,209 shares 174,209 $3.68M 0.11% +26,855 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: 10,353 shares; 2024Q4: 10,671 shares; 2025Q1: 11,188 shares; 2025Q2: 4,636 shares; 2025Q3: 4,688 shares; 2025Q4: 11,564 shares 11,564 $3.56M 0.11% +6,876 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: 66,890 shares; 2024Q4: 69,404 shares; 2025Q1: 69,143 shares; 2025Q2: 7,256 shares; 2025Q3: 7,286 shares; 2025Q4: 69,757 shares 69,757 $3.54M 0.11% +62,471 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: 13,550 shares; 2024Q4: 13,437 shares; 2025Q1: 13,405 shares; 2025Q2: 12,762 shares; 2025Q3: 12,775 shares; 2025Q4: 13,106 shares 13,106 $3.52M 0.11% +331 Timeline SPSB 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: 121,558 shares; 2024Q4: 120,240 shares; 2025Q1: 119,376 shares; 2025Q2: 119,425 shares; 2025Q3: 115,502 shares; 2025Q4: 116,423 shares 116,423 $3.52M 0.11% +921 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: 115,634 shares; 2024Q4: 120,306 shares; 2025Q1: 126,363 shares; 2025Q2: 51,412 shares; 2025Q3: 51,395 shares; 2025Q4: 127,547 shares 127,547 $3.51M 0.11% +76,152 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,452 shares; 2024Q4: 154,123 shares; 2025Q1: 152,714 shares; 2025Q2: 148,033 shares; 2025Q3: 143,781 shares; 2025Q4: 144,273 shares 144,273 $3.47M 0.11% +492 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: 68,379 shares; 2024Q4: 70,658 shares; 2025Q1: 82,490 shares; 2025Q2: 77,257 shares; 2025Q3: 101,481 shares; 2025Q4: 60,044 shares 60,044 $3.44M 0.11% -41,437 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,701 shares; 2024Q4: 16,923 shares; 2025Q1: 16,349 shares; 2025Q2: 16,203 shares; 2025Q3: 16,480 shares; 2025Q4: 16,325 shares 16,325 $3.43M 0.11% -155 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,327 shares; 2024Q4: 66,471 shares; 2025Q1: 68,809 shares; 2025Q2: 69,697 shares; 2025Q3: 99,576 shares; 2025Q4: 101,471 shares 101,471 $3.34M 0.1% +1,895 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: 11,290 shares; 2024Q4: 9,910 shares; 2025Q1: 7,838 shares; 2025Q2: 10,120 shares; 2025Q3: 10,338 shares; 2025Q4: 10,080 shares 10,080 $3.33M 0.1% -258 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: 25,049 shares; 2024Q4: 26,733 shares; 2025Q1: 25,879 shares; 2025Q2: 25,552 shares; 2025Q3: 25,906 shares; 2025Q4: 24,112 shares 24,112 $3.29M 0.1% -1,794 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: 27,117 shares; 2024Q4: 26,562 shares; 2025Q1: 25,014 shares; 2025Q2: 19,038 shares; 2025Q3: 21,387 shares; 2025Q4: 21,192 shares 21,192 $3.23M 0.1% -195 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: 11,120 shares; 2024Q4: 9,483 shares; 2025Q1: 9,439 shares; 2025Q2: 9,349 shares; 2025Q3: 9,488 shares; 2025Q4: 9,085 shares 9,085 $3.19M 0.1% -403 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: 15,750 shares; 2024Q4: 13,727 shares; 2025Q1: 13,827 shares; 2025Q2: 13,697 shares; 2025Q3: 13,812 shares; 2025Q4: 13,803 shares 13,803 $3.16M 0.1% -9 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,649 shares; 2024Q4: 63,679 shares; 2025Q1: 47,399 shares; 2025Q2: 47,801 shares; 2025Q3: 46,983 shares; 2025Q4: 46,912 shares 46,912 $3.15M 0.1% -71 Timeline BSCS 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: 21,312 shares; 2024Q4: 53,524 shares; 2025Q1: 119,158 shares; 2025Q2: 132,615 shares; 2025Q3: 141,608 shares; 2025Q4: 152,063 shares 152,063 $3.13M 0.1% +10,455 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: 14,473 shares; 2024Q4: 12,167 shares; 2025Q1: 11,979 shares; 2025Q2: 11,916 shares; 2025Q3: 11,920 shares; 2025Q4: 12,090 shares 12,090 $3.11M 0.1% +170 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,155 shares; 2024Q4: 57,414 shares; 2025Q1: 58,847 shares; 2025Q2: 59,447 shares; 2025Q3: 79,606 shares; 2025Q4: 80,535 shares 80,535 $3.06M 0.1% +929 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: 2,423 shares; 2024Q4: 2,377 shares; 2025Q1: 3,393 shares; 2025Q2: 891 shares; 2025Q3: 971 shares; 2025Q4: 4,671 shares 4,671 $3.05M 0.1% +3,700 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: 8,435 shares; 2024Q4: 14,121 shares; 2025Q1: 13,665 shares; 2025Q2: 13,853 shares; 2025Q3: 13,644 shares; 2025Q4: 14,240 shares 14,240 $3.05M 0.1% +596 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: 35,047 shares; 2024Q4: 32,015 shares; 2025Q1: 32,528 shares; 2025Q2: 32,466 shares; 2025Q3: 32,861 shares; 2025Q4: 31,523 shares 31,523 $3.03M 0.09% -1,338 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: 8,525 shares; 2024Q4: 7,684 shares; 2025Q1: 12,581 shares; 2025Q2: 16,090 shares; 2025Q3: 17,154 shares; 2025Q4: 16,971 shares 16,971 $3.02M 0.09% -183 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: 11,807 shares; 2024Q4: 27,853 shares; 2025Q1: 45,069 shares; 2025Q2: 58,185 shares; 2025Q3: 78,610 shares; 2025Q4: 51,350 shares 51,350 $3.02M 0.09% -27,260 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,366 shares; 2024Q4: 64,467 shares; 2025Q1: 58,735 shares; 2025Q2: 54,167 shares; 2025Q3: 51,122 shares; 2025Q4: 46,254 shares 46,254 $2.98M 0.09% -4,868 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,037 shares; 2024Q4: 127,804 shares; 2025Q1: 121,368 shares; 2025Q2: 115,971 shares; 2025Q3: 111,745 shares; 2025Q4: 110,184 shares 110,184 $2.97M 0.09% -1,561 Timeline SCZ 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: 36,600 shares; 2024Q4: 38,029 shares; 2025Q1: 36,531 shares; 2025Q2: 36,113 shares; 2025Q3: 36,711 shares; 2025Q4: 37,082 shares 37,082 $2.87M 0.09% +371 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: 14,046 shares; 2024Q4: 13,820 shares; 2025Q1: 13,725 shares; 2025Q2: 13,607 shares; 2025Q3: 13,369 shares; 2025Q4: 13,192 shares 13,192 $2.8M 0.09% -177 Timeline BSCU 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: not reported; 2024Q4: 5,500 shares; 2025Q1: 30,671 shares; 2025Q2: 69,978 shares; 2025Q3: 123,415 shares; 2025Q4: 158,034 shares 158,034 $2.67M 0.08% +34,619 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: 30,717 shares; 2024Q4: 33,233 shares; 2025Q1: 17,099 shares; 2025Q2: 26,794 shares; 2025Q3: 27,519 shares; 2025Q4: 28,184 shares 28,184 $2.64M 0.08% +665 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,252 shares; 2024Q4: 81,237 shares; 2025Q1: 116,177 shares; 2025Q2: 129,399 shares; 2025Q3: 133,654 shares; 2025Q4: 133,240 shares 133,240 $2.61M 0.08% -414 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 25,292 shares; 2025Q1: 15,245 shares; 2025Q2: 16,926 shares; 2025Q3: 14,953 shares; 2025Q4: 26,159 shares 26,159 $2.6M 0.08% +11,206 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,767 shares; 2024Q4: 32,867 shares; 2025Q1: 32,937 shares; 2025Q2: 32,494 shares; 2025Q3: 33,163 shares; 2025Q4: 32,175 shares 32,175 $2.57M 0.08% -988 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: 3,956 shares; 2024Q4: 3,925 shares; 2025Q1: 3,290 shares; 2025Q2: 4,096 shares; 2025Q3: 4,457 shares; 2025Q4: 4,396 shares 4,396 $2.55M 0.08% -61 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: 16,239 shares; 2024Q4: 13,498 shares; 2025Q1: 13,019 shares; 2025Q2: 12,889 shares; 2025Q3: 13,122 shares; 2025Q4: 13,013 shares 13,013 $2.54M 0.08% -109 Timeline IYF 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: 12,115 shares; 2024Q4: 13,704 shares; 2025Q1: 16,222 shares; 2025Q2: 16,776 shares; 2025Q3: 18,034 shares; 2025Q4: 19,570 shares 19,570 $2.52M 0.08% +1,536 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 22,036 shares; 2025Q1: 22,040 shares; 2025Q2: 22,091 shares; 2025Q3: 22,094 shares; 2025Q4: 20,713 shares 20,713 $2.52M 0.08% -1,381 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: 4,677 shares; 2024Q4: 4,770 shares; 2025Q1: 4,831 shares; 2025Q2: 5,240 shares; 2025Q3: 5,396 shares; 2025Q4: 5,384 shares 5,384 $2.51M 0.08% -12 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 8,571 shares; 2025Q1: 8,283 shares; 2025Q2: 8,189 shares; 2025Q3: 8,115 shares; 2025Q4: 8,093 shares 8,093 $2.46M 0.08% -22 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,279 shares; 2025Q1: 87,778 shares; 2025Q2: 85,659 shares; 2025Q3: 89,557 shares; 2025Q4: 97,367 shares 97,367 $2.42M 0.08% +7,810 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 20,361 shares; 2025Q1: 21,635 shares; 2025Q2: 21,765 shares; 2025Q3: 21,308 shares; 2025Q4: 21,290 shares 21,290 $2.42M 0.08% -18 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: 32,996 shares; 2024Q4: 33,171 shares; 2025Q1: 33,692 shares; 2025Q2: 33,816 shares; 2025Q3: 33,356 shares; 2025Q4: 31,721 shares 31,721 $2.42M 0.08% -1,635 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: 14,355 shares; 2024Q4: 13,933 shares; 2025Q1: 14,425 shares; 2025Q2: 15,905 shares; 2025Q3: 15,094 shares; 2025Q4: 15,541 shares 15,541 $2.41M 0.08% +447 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,038 shares; 2024Q4: 15,531 shares; 2025Q1: 13,111 shares; 2025Q2: 14,036 shares; 2025Q3: 14,003 shares; 2025Q4: 14,082 shares 14,082 $2.41M 0.08% +79 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 23,651 shares; 2025Q1: 22,767 shares; 2025Q2: 22,025 shares; 2025Q3: 21,794 shares; 2025Q4: 21,775 shares 21,775 $2.4M 0.07% -19 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: 11,449 shares; 2024Q4: 9,533 shares; 2025Q1: 9,412 shares; 2025Q2: 9,310 shares; 2025Q3: 9,159 shares; 2025Q4: 9,121 shares 9,121 $2.39M 0.07% -38 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: 13,302 shares; 2024Q4: 13,287 shares; 2025Q1: 10,262 shares; 2025Q2: 13,609 shares; 2025Q3: 14,172 shares; 2025Q4: 14,477 shares 14,477 $2.33M 0.07% +305 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: 18,313 shares; 2024Q4: 16,523 shares; 2025Q1: 15,956 shares; 2025Q2: 17,493 shares; 2025Q3: 18,101 shares; 2025Q4: 15,805 shares 15,805 $2.27M 0.07% -2,296 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: 43,228 shares; 2024Q4: 42,817 shares; 2025Q1: 48,100 shares; 2025Q2: 42,665 shares; 2025Q3: 38,148 shares; 2025Q4: 40,506 shares 40,506 $2.22M 0.07% +2,358 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: 28,643 shares; 2024Q4: 28,690 shares; 2025Q1: 28,676 shares; 2025Q2: not reported; 2025Q3: 5,826 shares; 2025Q4: 32,901 shares 32,901 $2.21M 0.07% +27,075 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: 34,037 shares; 2024Q4: 32,383 shares; 2025Q1: 30,508 shares; 2025Q2: 32,527 shares; 2025Q3: 32,708 shares; 2025Q4: 34,444 shares 34,444 $2.19M 0.07% +1,736 Timeline SCHE 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: 78,167 shares; 2024Q4: 69,555 shares; 2025Q1: 67,755 shares; 2025Q2: 67,366 shares; 2025Q3: 67,207 shares; 2025Q4: 66,902 shares 66,902 $2.19M 0.07% -305 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,000 shares 29,000 $2.18M 0.07% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 27,379 shares; 2025Q1: 24,209 shares; 2025Q2: 26,985 shares; 2025Q3: 27,390 shares; 2025Q4: 27,085 shares 27,085 $2.17M 0.07% -305 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,305 shares; 2024Q4: 17,141 shares; 2025Q1: 16,836 shares; 2025Q2: 16,662 shares; 2025Q3: 16,446 shares; 2025Q4: 16,459 shares 16,459 $2.17M 0.07% +13 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,572 shares 49,572 $2.16M 0.07% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,503 shares; 2025Q1: 10,526 shares; 2025Q2: 10,271 shares; 2025Q3: 10,259 shares; 2025Q4: 10,207 shares 10,207 $2.16M 0.07% -52 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: 1,854 shares; 2024Q4: 13,639 shares; 2025Q1: 18,985 shares; 2025Q2: 21,013 shares; 2025Q3: 32,736 shares; 2025Q4: 42,566 shares 42,566 $2.11M 0.07% +9,830 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: 2,792 shares; 2024Q4: 2,681 shares; 2025Q1: 2,699 shares; 2025Q2: 3,304 shares; 2025Q3: 3,308 shares; 2025Q4: 3,608 shares 3,608 $2.07M 0.06% +300 Timeline BSCW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,763 shares; 2025Q4: 97,884 shares 97,884 $2.04M 0.06% +62,121 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: 17,212 shares; 2024Q4: 13,390 shares; 2025Q1: 12,565 shares; 2025Q2: 12,941 shares; 2025Q3: 12,847 shares; 2025Q4: 12,607 shares 12,607 $2.04M 0.06% -240 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: 14,247 shares; 2024Q4: 13,697 shares; 2025Q1: 11,071 shares; 2025Q2: 13,123 shares; 2025Q3: 13,232 shares; 2025Q4: 13,260 shares 13,260 $2.04M 0.06% +28 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 8,039 shares; 2025Q1: 6,913 shares; 2025Q2: 6,796 shares; 2025Q3: 6,707 shares; 2025Q4: 6,679 shares 6,679 $2.01M 0.06% -28 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,032 shares; 2024Q4: 32,995 shares; 2025Q1: 32,362 shares; 2025Q2: 32,341 shares; 2025Q3: 31,929 shares; 2025Q4: 32,027 shares 32,027 $2M 0.06% +98 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: 1,162 shares; 2024Q4: 1,472 shares; 2025Q1: 3,372 shares; 2025Q2: 4,234 shares; 2025Q3: 6,857 shares; 2025Q4: 19,511 shares 19,511 $1.96M 0.06% +12,654 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,292 shares; 2025Q1: 9,024 shares; 2025Q2: 8,793 shares; 2025Q3: 8,789 shares; 2025Q4: 8,619 shares 8,619 $1.94M 0.06% -170 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,749 shares; 2025Q2: 20,424 shares; 2025Q3: 20,335 shares; 2025Q4: 20,346 shares 20,346 $1.91M 0.06% +11 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 8,176 shares; 2025Q1: 6,152 shares; 2025Q2: 6,154 shares; 2025Q3: 6,383 shares; 2025Q4: 6,705 shares 6,705 $1.89M 0.06% +322 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: 25,550 shares; 2024Q4: 25,009 shares; 2025Q1: 24,328 shares; 2025Q2: 23,757 shares; 2025Q3: 23,120 shares; 2025Q4: 22,759 shares 22,759 $1.88M 0.06% -361 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: 6,004 shares; 2024Q4: 5,664 shares; 2025Q1: 4,643 shares; 2025Q2: 5,509 shares; 2025Q3: 5,510 shares; 2025Q4: 5,512 shares 5,512 $1.86M 0.06% +2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 20,648 shares; 2025Q1: 20,025 shares; 2025Q2: 22,685 shares; 2025Q3: 19,976 shares; 2025Q4: 19,691 shares 19,691 $1.85M 0.06% -285 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 9,357 shares; 2025Q1: 11,441 shares; 2025Q2: 2,491 shares; 2025Q3: 2,466 shares; 2025Q4: 14,568 shares 14,568 $1.83M 0.06% +12,102 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: 29,756 shares; 2024Q4: 27,616 shares; 2025Q1: 4,971 shares; 2025Q2: 23,280 shares; 2025Q3: 20,574 shares; 2025Q4: 18,188 shares 18,188 $1.82M 0.06% -2,386 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: 72,691 shares; 2024Q4: 73,113 shares; 2025Q1: 74,413 shares; 2025Q2: 74,064 shares; 2025Q3: 70,152 shares; 2025Q4: 73,122 shares 73,122 $1.82M 0.06% +2,970 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 8,939 shares; 2025Q1: 8,901 shares; 2025Q2: 8,894 shares; 2025Q3: 8,862 shares; 2025Q4: 8,851 shares 8,851 $1.81M 0.06% -11 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 9,448 shares; 2025Q1: 9,450 shares; 2025Q2: 9,486 shares; 2025Q3: 10,510 shares; 2025Q4: 11,462 shares 11,462 $1.8M 0.06% +952 Timeline FTHI 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: 57,485 shares; 2024Q4: 62,702 shares; 2025Q1: 72,618 shares; 2025Q2: 67,364 shares; 2025Q3: 69,881 shares; 2025Q4: 75,347 shares 75,347 $1.78M 0.06% +5,466 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 10,754 shares; 2025Q1: 12,379 shares; 2025Q2: 12,213 shares; 2025Q3: 10,631 shares; 2025Q4: 10,190 shares 10,190 $1.78M 0.06% -441 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: 2,680 shares; 2024Q4: 2,618 shares; 2025Q1: 2,613 shares; 2025Q2: 2,616 shares; 2025Q3: 2,615 shares; 2025Q4: 1,901 shares 1,901 $1.77M 0.06% -714 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: 8,134 shares; 2024Q4: 8,209 shares; 2025Q1: 8,614 shares; 2025Q2: 8,796 shares; 2025Q3: 9,217 shares; 2025Q4: 10,031 shares 10,031 $1.77M 0.06% +814 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,869 shares; 2024Q4: 29,797 shares; 2025Q1: 29,730 shares; 2025Q2: 29,701 shares; 2025Q3: 29,731 shares; 2025Q4: 29,687 shares 29,687 $1.77M 0.06% -44 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 6,090 shares; 2025Q2: 7,190 shares; 2025Q3: 9,940 shares; 2025Q4: 16,935 shares 16,935 $1.72M 0.05% +6,995 Timeline SCHI 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: 36,379 shares; 2024Q4: 73,030 shares; 2025Q1: 73,218 shares; 2025Q2: 73,616 shares; 2025Q3: 74,019 shares; 2025Q4: 74,546 shares 74,546 $1.71M 0.05% +527 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 49,182 shares; 2025Q2: 48,282 shares; 2025Q3: 39,023 shares; 2025Q4: 33,023 shares 33,023 $1.71M 0.05% -6,000 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: 23,779 shares; 2024Q4: 22,299 shares; 2025Q1: 16,365 shares; 2025Q2: 22,146 shares; 2025Q3: 22,173 shares; 2025Q4: 22,173 shares 22,173 $1.7M 0.05% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 7,985 shares; 2025Q1: 7,205 shares; 2025Q2: 7,156 shares; 2025Q3: 6,860 shares; 2025Q4: 6,763 shares 6,763 $1.69M 0.05% -97 Timeline RDVY 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: 24,262 shares; 2024Q4: 24,264 shares; 2025Q1: 24,336 shares; 2025Q2: 28,591 shares; 2025Q3: 28,649 shares; 2025Q4: 24,318 shares 24,318 $1.69M 0.05% -4,331 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: 8,407 shares; 2024Q4: 8,802 shares; 2025Q1: 8,933 shares; 2025Q2: 8,938 shares; 2025Q3: 8,997 shares; 2025Q4: 9,455 shares 9,455 $1.68M 0.05% +458 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 22,256 shares; 2025Q1: 23,351 shares; 2025Q2: 24,476 shares; 2025Q3: 24,929 shares; 2025Q4: 25,600 shares 25,600 $1.66M 0.05% +671 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: 4,076 shares; 2024Q4: 31,203 shares; 2025Q1: 28,858 shares; 2025Q2: 30,201 shares; 2025Q3: 30,921 shares; 2025Q4: 32,848 shares 32,848 $1.64M 0.05% +1,927 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 4,723 shares; 2025Q1: 6,605 shares; 2025Q2: 6,934 shares; 2025Q3: 7,030 shares; 2025Q4: 8,134 shares 8,134 $1.62M 0.05% +1,104 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 16,606 shares; 2025Q1: 16,018 shares; 2025Q2: 15,262 shares; 2025Q3: 15,977 shares; 2025Q4: 37,117 shares 37,117 $1.58M 0.05% +21,140 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: 16,149 shares; 2024Q4: 17,282 shares; 2025Q1: 17,273 shares; 2025Q2: 17,305 shares; 2025Q3: 17,221 shares; 2025Q4: 16,967 shares 16,967 $1.57M 0.05% -254 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: 6,641 shares; 2024Q4: 7,326 shares; 2025Q1: 6,533 shares; 2025Q2: 6,348 shares; 2025Q3: 6,239 shares; 2025Q4: 6,431 shares 6,431 $1.56M 0.05% +192 Timeline ICF 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: 25,076 shares; 2024Q4: 25,231 shares; 2025Q1: 23,792 shares; 2025Q2: 50,605 shares; 2025Q3: 49,134 shares; 2025Q4: 26,084 shares 26,084 $1.56M 0.05% -23,050 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 30,404 shares; 2025Q1: 224 shares; 2025Q2: 27,725 shares; 2025Q3: 30,229 shares; 2025Q4: 24,704 shares 24,704 $1.54M 0.05% -5,525 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES 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: 38,247 shares 38,247 $1.54M 0.05% new 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: 1,363 shares; 2024Q4: 3,124 shares; 2025Q1: 5,712 shares; 2025Q2: 5,429 shares; 2025Q3: 24,332 shares; 2025Q4: 18,002 shares 18,002 $1.53M 0.05% -6,330 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: 32,277 shares; 2024Q4: 31,076 shares; 2025Q1: 28,283 shares; 2025Q2: 27,516 shares; 2025Q3: 26,877 shares; 2025Q4: 25,886 shares 25,886 $1.53M 0.05% -991 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,108 shares; 2024Q4: 53,360 shares; 2025Q1: 54,586 shares; 2025Q2: 41,475 shares; 2025Q3: 44,727 shares; 2025Q4: 43,919 shares 43,919 $1.53M 0.05% -808 Timeline ANGL 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: 74,833 shares; 2024Q4: 68,800 shares; 2025Q1: 54,387 shares; 2025Q2: 52,737 shares; 2025Q3: 51,509 shares; 2025Q4: 51,329 shares 51,329 $1.51M 0.05% -180 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: 2,533 shares; 2024Q4: 2,969 shares; 2025Q1: 2,302 shares; 2025Q2: 2,950 shares; 2025Q3: 3,138 shares; 2025Q4: 3,302 shares 3,302 $1.5M 0.05% +164 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,868 shares; 2024Q4: 68,428 shares; 2025Q1: 89,078 shares; 2025Q2: 16,863 shares; 2025Q3: 16,801 shares; 2025Q4: 90,160 shares 90,160 $1.49M 0.05% +73,359 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: 8,538 shares; 2024Q4: 8,389 shares; 2025Q1: 7,801 shares; 2025Q2: 8,586 shares; 2025Q3: 7,688 shares; 2025Q4: 12,433 shares 12,433 $1.48M 0.05% +4,745 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: 9,796 shares; 2024Q4: 8,017 shares; 2025Q1: 8,080 shares; 2025Q2: 8,076 shares; 2025Q3: 9,343 shares; 2025Q4: 9,188 shares 9,188 $1.47M 0.05% -155 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 8,015 shares; 2025Q1: 6,597 shares; 2025Q2: 6,941 shares; 2025Q3: 7,084 shares; 2025Q4: 6,687 shares 6,687 $1.47M 0.05% -397 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 5,171 shares; 2025Q1: 3,631 shares; 2025Q2: 3,415 shares; 2025Q3: 4,007 shares; 2025Q4: 4,070 shares 4,070 $1.47M 0.05% +63 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 12,558 shares; 2025Q1: 11,601 shares; 2025Q2: 7,764 shares; 2025Q3: 14,916 shares; 2025Q4: 15,211 shares 15,211 $1.46M 0.05% +295 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,042 shares; 2024Q4: 53,561 shares; 2025Q1: 49,192 shares; 2025Q2: 46,681 shares; 2025Q3: 46,181 shares; 2025Q4: 50,962 shares 50,962 $1.45M 0.05% +4,781 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: 36,872 shares; 2024Q4: 42,045 shares; 2025Q1: 15,248 shares; 2025Q2: 40,882 shares; 2025Q3: 39,577 shares; 2025Q4: 35,023 shares 35,023 $1.44M 0.05% -4,554 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 9,690 shares; 2025Q1: 9,458 shares; 2025Q2: 10,508 shares; 2025Q3: 9,716 shares; 2025Q4: 9,438 shares 9,438 $1.43M 0.04% -278 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: 13,257 shares; 2024Q4: 14,096 shares; 2025Q1: 15,340 shares; 2025Q2: 15,134 shares; 2025Q3: 16,145 shares; 2025Q4: 31,995 shares 31,995 $1.43M 0.04% +15,850 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: 4,803 shares; 2024Q4: 4,467 shares; 2025Q1: 3,170 shares; 2025Q2: 4,448 shares; 2025Q3: 4,454 shares; 2025Q4: 4,751 shares 4,751 $1.41M 0.04% +297 Timeline IWL 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: 10,697 shares; 2024Q4: 9,958 shares; 2025Q1: 8,827 shares; 2025Q2: 8,575 shares; 2025Q3: 8,435 shares; 2025Q4: 8,223 shares 8,223 $1.4M 0.04% -212 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 8,798 shares; 2025Q1: 8,798 shares; 2025Q2: 8,798 shares; 2025Q3: 8,798 shares; 2025Q4: 7,341 shares 7,341 $1.4M 0.04% -1,457 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: 23,607 shares; 2024Q4: 24,928 shares; 2025Q1: 23,440 shares; 2025Q2: 24,642 shares; 2025Q3: 24,197 shares; 2025Q4: 23,817 shares 23,817 $1.39M 0.04% -380 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 7,561 shares; 2025Q1: 7,561 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares; 2025Q4: 6,505 shares 6,505 $1.39M 0.04% -1,056 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: 13,711 shares; 2024Q4: 12,607 shares; 2025Q1: 1,739 shares; 2025Q2: 15,377 shares; 2025Q3: 15,753 shares; 2025Q4: 14,282 shares 14,282 $1.37M 0.04% -1,471 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: 15,085 shares; 2024Q4: 14,401 shares; 2025Q1: 14,342 shares; 2025Q2: 14,343 shares; 2025Q3: 12,698 shares; 2025Q4: 11,548 shares 11,548 $1.36M 0.04% -1,150 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,296 shares 22,296 $1.36M 0.04% new 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: 4,314 shares; 2024Q4: 4,412 shares; 2025Q1: 531 shares; 2025Q2: 3,765 shares; 2025Q3: 5,079 shares; 2025Q4: 4,219 shares 4,219 $1.32M 0.04% -860 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: 3,977 shares; 2024Q4: 4,040 shares; 2025Q1: 4,083 shares; 2025Q2: 4,010 shares; 2025Q3: 4,005 shares; 2025Q4: 4,017 shares 4,017 $1.3M 0.04% +12 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: 354 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 3,846 shares; 2025Q4: 5,354 shares 5,354 $1.3M 0.04% +1,508 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 12,675 shares; 2025Q1: 866 shares; 2025Q2: 11,045 shares; 2025Q3: 12,429 shares; 2025Q4: 14,479 shares 14,479 $1.29M 0.04% +2,050 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: 7,613 shares; 2024Q4: 8,119 shares; 2025Q1: 9,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,087 shares 10,087 $1.29M 0.04% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,667 shares; 2024Q4: 19,101 shares; 2025Q1: 19,120 shares; 2025Q2: 19,103 shares; 2025Q3: 19,105 shares; 2025Q4: 11,825 shares 11,825 $1.28M 0.04% -7,280 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 617 shares 617 $1.28M 0.04% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 7,386 shares; 2025Q1: 7,578 shares; 2025Q2: 6,931 shares; 2025Q3: 7,007 shares; 2025Q4: 7,537 shares 7,537 $1.27M 0.04% +530 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,216 shares; 2024Q4: 9,074 shares; 2025Q1: 9,167 shares; 2025Q2: 8,810 shares; 2025Q3: 8,869 shares; 2025Q4: 9,817 shares 9,817 $1.27M 0.04% +948 Timeline IMCV 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: 15,307 shares 15,307 $1.26M 0.04% new 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: 20,784 shares; 2024Q4: 21,475 shares; 2025Q1: 18,858 shares; 2025Q2: 19,236 shares; 2025Q3: 19,172 shares; 2025Q4: 17,859 shares 17,859 $1.25M 0.04% -1,313 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 14,448 shares; 2025Q1: 11,686 shares; 2025Q2: 11,015 shares; 2025Q3: 13,696 shares; 2025Q4: 13,622 shares 13,622 $1.24M 0.04% -74 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,623 shares; 2025Q1: 3,864 shares; 2025Q2: 3,857 shares; 2025Q3: 4,194 shares; 2025Q4: 5,774 shares 5,774 $1.24M 0.04% +1,580 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: 2,594 shares; 2024Q4: 2,793 shares; 2025Q1: 3,747 shares; 2025Q2: 1,766 shares; 2025Q3: 1,924 shares; 2025Q4: 3,861 shares 3,861 $1.23M 0.04% +1,937 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 11,218 shares; 2025Q1: 8,530 shares; 2025Q2: 8,509 shares; 2025Q3: 8,508 shares; 2025Q4: 7,050 shares 7,050 $1.23M 0.04% -1,458 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,246 shares 30,246 $1.22M 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,086 shares; 2024Q4: 20,597 shares; 2025Q1: 17,750 shares; 2025Q2: 19,152 shares; 2025Q3: 22,336 shares; 2025Q4: 23,801 shares 23,801 $1.21M 0.04% +1,465 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 3,935 shares; 2025Q1: 3,236 shares; 2025Q2: 3,237 shares; 2025Q3: 3,237 shares; 2025Q4: 2,700 shares 2,700 $1.21M 0.04% -537 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,571 shares; 2024Q4: 21,175 shares; 2025Q1: 1,268 shares; 2025Q2: 21,170 shares; 2025Q3: 26,872 shares; 2025Q4: 22,072 shares 22,072 $1.2M 0.04% -4,800 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: 1,184 shares; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,487 shares; 2025Q4: 12,432 shares 12,432 $1.19M 0.04% -1,055 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,798 shares; 2024Q4: 26,485 shares; 2025Q1: 25,728 shares; 2025Q2: 25,317 shares; 2025Q3: 30,857 shares; 2025Q4: 17,743 shares 17,743 $1.19M 0.04% -13,114 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: 52,177 shares; 2024Q4: 47,899 shares; 2025Q1: 46,214 shares; 2025Q2: 34,465 shares; 2025Q3: 34,285 shares; 2025Q4: 47,842 shares 47,842 $1.19M 0.04% +13,557 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: 12,062 shares; 2024Q4: 10,493 shares; 2025Q1: 11,839 shares; 2025Q2: 10,236 shares; 2025Q3: 8,984 shares; 2025Q4: 7,592 shares 7,592 $1.18M 0.04% -1,392 Timeline QLD 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: 11,885 shares; 2024Q4: 10,285 shares; 2025Q1: 10,285 shares; 2025Q2: 10,285 shares; 2025Q3: 9,685 shares; 2025Q4: 16,570 shares 16,570 $1.17M 0.04% +6,885 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: 995 shares; 2024Q4: 756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,153 shares; 2025Q4: 4,300 shares 4,300 $1.17M 0.04% +147 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: 922 shares; 2024Q4: 1,190 shares; 2025Q1: 880 shares; 2025Q2: 1,461 shares; 2025Q3: 1,463 shares; 2025Q4: 1,509 shares 1,509 $1.16M 0.04% +46 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,136 shares; 2024Q4: 103,015 shares; 2025Q1: 89,777 shares; 2025Q2: 105,332 shares; 2025Q3: 112,192 shares; 2025Q4: 99,650 shares 99,650 $1.16M 0.04% -12,542 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,157 shares; 2025Q1: 17 shares; 2025Q2: 4,752 shares; 2025Q3: 5,052 shares; 2025Q4: 4,109 shares 4,109 $1.16M 0.04% -943 Timeline SPYX 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: 7,413 shares; 2024Q4: 2,296 shares; 2025Q1: not reported; 2025Q2: 11,579 shares; 2025Q3: 16,968 shares; 2025Q4: 20,559 shares 20,559 $1.16M 0.04% +3,591 Timeline AVEE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,768 shares; 2025Q2: 20,594 shares; 2025Q3: 19,139 shares; 2025Q4: 18,378 shares 18,378 $1.15M 0.04% -761 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: 751 shares; 2024Q4: 737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,362 shares 14,362 $1.13M 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,658 shares; 2024Q4: 13,725 shares; 2025Q1: 17,062 shares; 2025Q2: 17,107 shares; 2025Q3: 17,144 shares; 2025Q4: 20,110 shares 20,110 $1.13M 0.04% +2,966 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: 3,549 shares; 2025Q4: 7,371 shares 7,371 $1.13M 0.04% +3,822 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,029 shares; 2025Q1: 1,025 shares; 2025Q2: 2,810 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares 3,507 $1.12M 0.03% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 12,911 shares; 2025Q1: 322 shares; 2025Q2: 12,925 shares; 2025Q3: 14,417 shares; 2025Q4: 13,620 shares 13,620 $1.1M 0.03% -797 Timeline XMHQ 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: 160,314 shares; 2024Q4: 34,830 shares; 2025Q1: 27,757 shares; 2025Q2: 11,576 shares; 2025Q3: 11,235 shares; 2025Q4: 10,735 shares 10,735 $1.1M 0.03% -500 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 13,214 shares; 2025Q1: 1,881 shares; 2025Q2: 13,214 shares; 2025Q3: 13,143 shares; 2025Q4: 10,651 shares 10,651 $1.1M 0.03% -2,492 Timeline EZU 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: 234 shares; 2025Q1: 99,284 shares; 2025Q2: 223,152 shares; 2025Q3: 42,277 shares; 2025Q4: 17,056 shares 17,056 $1.09M 0.03% -25,221 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 8,769 shares; 2025Q1: 261 shares; 2025Q2: 7,919 shares; 2025Q3: 8,021 shares; 2025Q4: 5,550 shares 5,550 $1.08M 0.03% -2,471 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,198 shares; 2025Q1: 8,197 shares; 2025Q2: 7,526 shares; 2025Q3: 7,671 shares; 2025Q4: 7,631 shares 7,631 $1.08M 0.03% -40 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,165 shares; 2024Q4: 21,265 shares; 2025Q1: 1,338 shares; 2025Q2: 21,265 shares; 2025Q3: 18,535 shares; 2025Q4: 23,061 shares 23,061 $1.06M 0.03% +4,526 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: 1,769 shares; 2024Q4: 1,700 shares; 2025Q1: 1,318 shares; 2025Q2: 1,700 shares; 2025Q3: 1,723 shares; 2025Q4: 1,868 shares 1,868 $1.06M 0.03% +145 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 6,116 shares; 2025Q1: 6,203 shares; 2025Q2: 6,235 shares; 2025Q3: 6,196 shares; 2025Q4: 5,317 shares 5,317 $1.05M 0.03% -879 Timeline XPO XPO INC More: the full row for XPO 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: 7,455 shares; 2025Q3: 9,205 shares; 2025Q4: 7,701 shares 7,701 $1.05M 0.03% -1,504 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 8,698 shares; 2025Q1: 8,834 shares; 2025Q2: 8,329 shares; 2025Q3: 8,311 shares; 2025Q4: 6,934 shares 6,934 $1.04M 0.03% -1,377 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: 119 shares; 2024Q4: 601 shares; 2025Q1: 7,335 shares; 2025Q2: 7,338 shares; 2025Q3: 7,338 shares; 2025Q4: 7,343 shares 7,343 $1.04M 0.03% +5 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,974 shares; 2024Q4: 40,165 shares; 2025Q1: 44,320 shares; 2025Q2: 41,859 shares; 2025Q3: 41,859 shares; 2025Q4: 45,059 shares 45,059 $1.04M 0.03% +3,200 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 15,797 shares; 2025Q1: 14,392 shares; 2025Q2: 13,918 shares; 2025Q3: 12,066 shares; 2025Q4: 12,755 shares 12,755 $1.02M 0.03% +689 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,606 shares; 2025Q3: 20,695 shares; 2025Q4: 41,211 shares 41,211 $1.02M 0.03% +20,516 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 6,289 shares; 2025Q1: 20,375 shares; 2025Q2: 19,934 shares; 2025Q3: 20,656 shares; 2025Q4: 20,715 shares 20,715 $1.02M 0.03% +59 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 9,300 shares; 2025Q1: 8,988 shares; 2025Q2: 9,100 shares; 2025Q3: 8,486 shares; 2025Q4: 12,598 shares 12,598 $1.02M 0.03% +4,112 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: 15,761 shares; 2024Q4: 15,779 shares; 2025Q1: 14,765 shares; 2025Q2: 15,379 shares; 2025Q3: 15,378 shares; 2025Q4: 14,201 shares 14,201 $1.01M 0.03% -1,177 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,889 shares; 2024Q4: 18,880 shares; 2025Q1: 19,613 shares; 2025Q2: 20,317 shares; 2025Q3: 20,652 shares; 2025Q4: 21,224 shares 21,224 $1.01M 0.03% +572 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: 7,748 shares; 2024Q4: 7,098 shares; 2025Q1: 5,890 shares; 2025Q2: 5,627 shares; 2025Q3: 5,585 shares; 2025Q4: 5,401 shares 5,401 $1M 0.03% -184 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: 1,312 shares; 2024Q4: 1,467 shares; 2025Q1: 1,523 shares; 2025Q2: 1,317 shares; 2025Q3: 1,309 shares; 2025Q4: 1,328 shares 1,328 $1M 0.03% +19 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,506 shares; 2024Q4: 118,055 shares; 2025Q1: 88,431 shares; 2025Q2: 87,755 shares; 2025Q3: 87,755 shares; 2025Q4: 83,117 shares 83,117 $999K 0.03% -4,638 Timeline VONE 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: 350 shares; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,229 shares 3,229 $998K 0.03% +211 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,588 shares; 2025Q3: 4,588 shares; 2025Q4: 3,843 shares 3,843 $993K 0.03% -745 Timeline VONV 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: 10,411 shares; 2024Q4: 10,467 shares; 2025Q1: 10,515 shares; 2025Q2: 10,565 shares; 2025Q3: 10,614 shares; 2025Q4: 10,670 shares 10,670 $985K 0.03% +56 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: 13,375 shares; 2024Q4: 12,473 shares; 2025Q1: 7,756 shares; 2025Q2: 12,874 shares; 2025Q3: 13,643 shares; 2025Q4: 11,586 shares 11,586 $976K 0.03% -2,057 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 6,666 shares; 2025Q1: 6,684 shares; 2025Q2: 6,659 shares; 2025Q3: 6,829 shares; 2025Q4: 6,851 shares 6,851 $966K 0.03% +22 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: 5,677 shares; 2024Q4: 5,412 shares; 2025Q1: 4,256 shares; 2025Q2: 5,085 shares; 2025Q3: 5,285 shares; 2025Q4: 4,004 shares 4,004 $966K 0.03% -1,281 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 7,138 shares; 2025Q1: 5,005 shares; 2025Q2: 2,754 shares; 2025Q3: 2,759 shares; 2025Q4: 8,716 shares 8,716 $962K 0.03% +5,957 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,198 shares; 2025Q1: 8,539 shares; 2025Q2: 8,141 shares; 2025Q3: 7,580 shares; 2025Q4: 7,509 shares 7,509 $951K 0.03% -71 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,380 shares; 2024Q4: 37,032 shares; 2025Q1: 37,180 shares; 2025Q2: 37,397 shares; 2025Q3: 37,616 shares; 2025Q4: 37,903 shares 37,903 $951K 0.03% +287 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,390 shares; 2025Q1: 859 shares; 2025Q2: 1,510 shares; 2025Q3: 2,219 shares; 2025Q4: 2,207 shares 2,207 $941K 0.03% -12 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 22,187 shares; 2025Q1: 22,187 shares; 2025Q2: 22,187 shares; 2025Q3: 22,187 shares; 2025Q4: 18,561 shares 18,561 $937K 0.03% -3,626 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: 9,422 shares; 2024Q4: 12,551 shares; 2025Q1: 4,791 shares; 2025Q2: 7,530 shares; 2025Q3: 7,886 shares; 2025Q4: 8,116 shares 8,116 $935K 0.03% +230 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,445 shares; 2025Q1: 19 shares; 2025Q2: 4,436 shares; 2025Q3: 4,459 shares; 2025Q4: 3,686 shares 3,686 $925K 0.03% -773 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: 1,046 shares; 2024Q4: 1,137 shares; 2025Q1: 1,689 shares; 2025Q2: 1,893 shares; 2025Q3: 1,955 shares; 2025Q4: 1,953 shares 1,953 $915K 0.03% -2 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: 1,413 shares; 2024Q4: 875 shares; 2025Q1: 819 shares; 2025Q2: 810 shares; 2025Q3: 850 shares; 2025Q4: 854 shares 854 $914K 0.03% +4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,269 shares; 2024Q4: 11,259 shares; 2025Q1: 4,946 shares; 2025Q2: 6,251 shares; 2025Q3: 6,362 shares; 2025Q4: 6,370 shares 6,370 $878K 0.03% +8 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 5,288 shares; 2025Q1: 94 shares; 2025Q2: 8,393 shares; 2025Q3: 9,275 shares; 2025Q4: 8,537 shares 8,537 $875K 0.03% -738 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,060 shares; 2025Q1: 3,078 shares; 2025Q2: 3,081 shares; 2025Q3: 3,078 shares; 2025Q4: 2,581 shares 2,581 $870K 0.03% -497 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,616 shares; 2024Q4: 9,621 shares; 2025Q1: 9,497 shares; 2025Q2: 8,954 shares; 2025Q3: 8,979 shares; 2025Q4: 8,972 shares 8,972 $869K 0.03% -7 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: 23,953 shares; 2024Q4: 23,726 shares; 2025Q1: 29,839 shares; 2025Q2: 23,442 shares; 2025Q3: 22,629 shares; 2025Q4: 21,489 shares 21,489 $867K 0.03% -1,140 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,013 shares; 2024Q4: 34,965 shares; 2025Q1: 36,852 shares; 2025Q2: not reported; 2025Q3: 8,844 shares; 2025Q4: 36,743 shares 36,743 $859K 0.03% +27,899 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: 11,632 shares; 2024Q4: 9,159 shares; 2025Q1: 5,847 shares; 2025Q2: 8,882 shares; 2025Q3: 8,925 shares; 2025Q4: 8,914 shares 8,914 $850K 0.03% -11 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,141 shares; 2024Q4: 59,231 shares; 2025Q1: 43,408 shares; 2025Q2: 22,232 shares; 2025Q3: 21,824 shares; 2025Q4: 19,217 shares 19,217 $840K 0.03% -2,607 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: 23,904 shares; 2024Q4: 20,342 shares; 2025Q1: 18,473 shares; 2025Q2: 18,383 shares; 2025Q3: 18,376 shares; 2025Q4: 18,309 shares 18,309 $834K 0.03% -67 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: 11,924 shares; 2024Q4: 15,993 shares; 2025Q1: 15,215 shares; 2025Q2: 12,745 shares; 2025Q3: 9,065 shares; 2025Q4: 6,498 shares 6,498 $830K 0.03% -2,567 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 8,554 shares; 2025Q1: 11,824 shares; 2025Q2: 11,805 shares; 2025Q3: 15,892 shares; 2025Q4: 13,413 shares 13,413 $827K 0.03% -2,479 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: 172 shares; 2024Q4: 564 shares; 2025Q1: 1,125 shares; 2025Q2: 983 shares; 2025Q3: 1,095 shares; 2025Q4: 1,246 shares 1,246 $825K 0.03% +151 Timeline SDVY 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: 20,787 shares; 2024Q4: 21,011 shares; 2025Q1: 21,091 shares; 2025Q2: 24,946 shares; 2025Q3: 25,030 shares; 2025Q4: 21,395 shares 21,395 $820K 0.03% -3,635 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: 10,900 shares; 2025Q3: 10,902 shares; 2025Q4: 5,702 shares 5,702 $820K 0.03% -5,200 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 1,840 shares; 2025Q1: 159 shares; 2025Q2: 1,844 shares; 2025Q3: 3,453 shares; 2025Q4: 3,547 shares 3,547 $809K 0.03% +94 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,800 shares; 2024Q4: 34,206 shares; 2025Q1: not reported; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 26,325 shares 26,325 $807K 0.03% -7,875 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,720 shares; 2025Q1: 2,359 shares; 2025Q2: 2,356 shares; 2025Q3: 3,276 shares; 2025Q4: 2,750 shares 2,750 $807K 0.03% -526 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,467 shares 30,467 $805K 0.03% new Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 10,719 shares; 2025Q1: 14,002 shares; 2025Q2: 14,002 shares; 2025Q3: 14,002 shares; 2025Q4: 11,755 shares 11,755 $804K 0.03% -2,247 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,804 shares; 2025Q1: 5,723 shares; 2025Q2: 5,726 shares; 2025Q3: 6,564 shares; 2025Q4: 5,662 shares 5,662 $799K 0.02% -902 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS 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: 23,109 shares; 2025Q4: 15,018 shares 15,018 $799K 0.02% -8,091 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 13,675 shares; 2025Q1: 13,679 shares; 2025Q2: 13,676 shares; 2025Q3: 13,381 shares; 2025Q4: 13,241 shares 13,241 $794K 0.02% -140 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,511 shares; 2025Q1: 8,441 shares; 2025Q2: 7,850 shares; 2025Q3: 7,618 shares; 2025Q4: 7,548 shares 7,548 $786K 0.02% -70 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 10,539 shares; 2025Q1: 9,810 shares; 2025Q2: 8,978 shares; 2025Q3: 8,606 shares; 2025Q4: 8,532 shares 8,532 $780K 0.02% -74 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,082 shares; 2025Q1: 10,085 shares; 2025Q2: 10,410 shares; 2025Q3: 10,580 shares; 2025Q4: 8,676 shares 8,676 $777K 0.02% -1,904 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,814 shares; 2024Q4: 31,614 shares; 2025Q1: 31,614 shares; 2025Q2: 31,549 shares; 2025Q3: 31,549 shares; 2025Q4: 31,549 shares 31,549 $776K 0.02% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,758 shares; 2025Q3: 10,628 shares; 2025Q4: 11,063 shares 11,063 $772K 0.02% +435 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,535 shares; 2025Q1: 4,728 shares; 2025Q2: 4,618 shares; 2025Q3: 4,528 shares; 2025Q4: 4,534 shares 4,534 $761K 0.02% +6 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,953 shares; 2025Q1: 13,920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,005 shares 13,005 $761K 0.02% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 11,879 shares; 2025Q1: 15,360 shares; 2025Q2: 15,360 shares; 2025Q3: 15,360 shares; 2025Q4: 12,792 shares 12,792 $761K 0.02% -2,568 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,636 shares; 2024Q4: 104,719 shares; 2025Q1: 104,719 shares; 2025Q2: 104,719 shares; 2025Q3: 104,719 shares; 2025Q4: 87,556 shares 87,556 $758K 0.02% -17,163 Timeline RDVI 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: 27,506 shares; 2024Q4: 29,073 shares; 2025Q1: 29,566 shares; 2025Q2: 29,521 shares; 2025Q3: 30,139 shares; 2025Q4: 28,869 shares 28,869 $758K 0.02% -1,270 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 8,059 shares; 2025Q1: 8,222 shares; 2025Q2: 8,238 shares; 2025Q3: 8,224 shares; 2025Q4: 9,836 shares 9,836 $757K 0.02% +1,612 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: 14,856 shares; 2024Q4: 16,380 shares; 2025Q1: 14,623 shares; 2025Q2: 14,594 shares; 2025Q3: 15,060 shares; 2025Q4: 15,018 shares 15,018 $756K 0.02% -42 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 8,620 shares; 2025Q1: 8,692 shares; 2025Q2: 8,692 shares; 2025Q3: 8,722 shares; 2025Q4: 7,318 shares 7,318 $751K 0.02% -1,404 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: 496 shares; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,507 shares 7,507 $750K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,394 shares; 2025Q1: 4,389 shares; 2025Q2: 4,364 shares; 2025Q3: 4,270 shares; 2025Q4: 4,314 shares 4,314 $748K 0.02% +44 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: 1,153 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,922 shares; 2025Q4: 2,908 shares 2,908 $747K 0.02% -14 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 8,610 shares; 2025Q1: 8,102 shares; 2025Q2: 7,787 shares; 2025Q3: 7,347 shares; 2025Q4: 7,305 shares 7,305 $745K 0.02% -42 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 12,069 shares; 2025Q1: 5,459 shares; 2025Q2: 6,823 shares; 2025Q3: 7,117 shares; 2025Q4: 7,087 shares 7,087 $744K 0.02% -30 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: 1,128 shares; 2024Q4: 1,001 shares; 2025Q1: 554 shares; 2025Q2: 832 shares; 2025Q3: 839 shares; 2025Q4: 840 shares 840 $738K 0.02% +1 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 21,635 shares; 2025Q1: 21,494 shares; 2025Q2: 19,179 shares; 2025Q3: 19,593 shares; 2025Q4: 19,722 shares 19,722 $738K 0.02% +129 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,076 shares; 2024Q4: 25,008 shares; 2025Q1: 25,009 shares; 2025Q2: 25,009 shares; 2025Q3: 25,009 shares; 2025Q4: 25,801 shares 25,801 $737K 0.02% +792 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 7,525 shares; 2025Q1: 10,631 shares; 2025Q2: 10,612 shares; 2025Q3: 12,688 shares; 2025Q4: 13,892 shares 13,892 $733K 0.02% +1,204 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,616 shares; 2025Q1: 2,504 shares; 2025Q2: 2,486 shares; 2025Q3: 2,492 shares; 2025Q4: 2,491 shares 2,491 $731K 0.02% -1 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,433 shares; 2024Q4: 108,623 shares; 2025Q1: 108,623 shares; 2025Q2: 109,539 shares; 2025Q3: 86,691 shares; 2025Q4: 72,202 shares 72,202 $721K 0.02% -14,489 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,388 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares; 2025Q4: 3,677 shares 3,677 $709K 0.02% -709 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 4,164 shares; 2025Q1: 4,276 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 3,601 shares 3,601 $709K 0.02% -579 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: 8,519 shares; 2024Q4: 8,126 shares; 2025Q1: 5,631 shares; 2025Q2: 5,912 shares; 2025Q3: 6,313 shares; 2025Q4: 5,552 shares 5,552 $709K 0.02% -761 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: 6,985 shares; 2024Q4: 5,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 4,109 shares 4,109 $708K 0.02% +2,021 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: 3,072 shares; 2024Q4: 3,081 shares; 2025Q1: 3,002 shares; 2025Q2: 2,165 shares; 2025Q3: 2,062 shares; 2025Q4: 2,064 shares 2,064 $695K 0.02% +2 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: 4,452 shares; 2024Q4: 5,940 shares; 2025Q1: 6,054 shares; 2025Q2: 6,041 shares; 2025Q3: 5,969 shares; 2025Q4: 5,972 shares 5,972 $693K 0.02% +3 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 18,938 shares; 2025Q1: 22,188 shares; 2025Q2: 27,688 shares; 2025Q3: 33,868 shares; 2025Q4: 29,413 shares 29,413 $686K 0.02% -4,455 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 26,650 shares; 2025Q1: 27,767 shares; 2025Q2: 27,999 shares; 2025Q3: 28,475 shares; 2025Q4: 26,154 shares 26,154 $685K 0.02% -2,321 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,357 shares; 2024Q4: 6,675 shares; 2025Q1: 75 shares; 2025Q2: 5,922 shares; 2025Q3: 5,923 shares; 2025Q4: 4,079 shares 4,079 $684K 0.02% -1,844 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,479 shares; 2025Q1: 2,888 shares; 2025Q2: 2,497 shares; 2025Q3: 2,200 shares; 2025Q4: 1,910 shares 1,910 $682K 0.02% -290 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,636 shares; 2025Q1: 435 shares; 2025Q2: 3,835 shares; 2025Q3: 3,835 shares; 2025Q4: 2,250 shares 2,250 $680K 0.02% -1,585 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 11,902 shares; 2025Q1: 506 shares; 2025Q2: 10,323 shares; 2025Q3: 7,424 shares; 2025Q4: 5,239 shares 5,239 $676K 0.02% -2,185 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,118 shares; 2024Q4: 19,116 shares; 2025Q1: 19,110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,123 shares 19,123 $674K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,146 shares; 2025Q1: 3,992 shares; 2025Q2: 3,733 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares 3,707 $672K 0.02% +85 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: 8,349 shares; 2024Q4: 5,047 shares; 2025Q1: 467 shares; 2025Q2: 6,446 shares; 2025Q3: 4,477 shares; 2025Q4: 4,176 shares 4,176 $671K 0.02% -301 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 7,180 shares; 2025Q1: 7,177 shares; 2025Q2: 7,143 shares; 2025Q3: 7,143 shares; 2025Q4: 6,156 shares 6,156 $668K 0.02% -987 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 2,420 shares; 2025Q1: 2,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,671 shares 3,671 $668K 0.02% new Timeline EEMS 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: 5,468 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,624 shares; 2025Q3: 9,624 shares; 2025Q4: 9,867 shares 9,867 $666K 0.02% +243 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,712 shares; 2024Q4: 25,955 shares; 2025Q1: 31,478 shares; 2025Q2: 30,412 shares; 2025Q3: 29,284 shares; 2025Q4: 32,172 shares 32,172 $664K 0.02% +2,888 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,029 shares; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,071 shares 4,071 $663K 0.02% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 3,412 shares; 2025Q1: 3,674 shares; 2025Q2: 3,660 shares; 2025Q3: 3,189 shares; 2025Q4: 2,874 shares 2,874 $658K 0.02% -315 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,591 shares; 2024Q4: 21,591 shares; 2025Q1: 24,119 shares; 2025Q2: 16,669 shares; 2025Q3: 17,881 shares; 2025Q4: 18,119 shares 18,119 $656K 0.02% +238 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,950 shares; 2025Q1: 350 shares; 2025Q2: 7,724 shares; 2025Q3: 10,221 shares; 2025Q4: 12,477 shares 12,477 $654K 0.02% +2,256 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,515 shares; 2024Q4: 21,631 shares; 2025Q1: 781 shares; 2025Q2: 21,681 shares; 2025Q3: 25,206 shares; 2025Q4: 21,456 shares 21,456 $648K 0.02% -3,750 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,664 shares; 2024Q4: 28,255 shares; 2025Q1: 271 shares; 2025Q2: 33,912 shares; 2025Q3: 45,620 shares; 2025Q4: 26,661 shares 26,661 $647K 0.02% -18,959 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,340 shares; 2025Q1: 6,159 shares; 2025Q2: 6,101 shares; 2025Q3: 7,578 shares; 2025Q4: 5,842 shares 5,842 $642K 0.02% -1,736 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 4,257 shares; 2025Q1: 2,933 shares; 2025Q2: 4,275 shares; 2025Q3: 4,251 shares; 2025Q4: 4,268 shares 4,268 $636K 0.02% +17 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: 9,501 shares; 2024Q4: 9,777 shares; 2025Q1: 2,684 shares; 2025Q2: 8,126 shares; 2025Q3: 3,175 shares; 2025Q4: 3,962 shares 3,962 $635K 0.02% +787 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,208 shares; 2025Q1: 1,186 shares; 2025Q2: 1,181 shares; 2025Q3: 1,456 shares; 2025Q4: 3,061 shares 3,061 $631K 0.02% +1,605 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 968 shares; 2025Q1: 1,068 shares; 2025Q2: 968 shares; 2025Q3: 812 shares; 2025Q4: 1,491 shares 1,491 $629K 0.02% +679 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,472 shares; 2024Q4: 11,541 shares; 2025Q1: 11,541 shares; 2025Q2: 11,541 shares; 2025Q3: 11,541 shares; 2025Q4: 9,658 shares 9,658 $627K 0.02% -1,883 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,150 shares; 2025Q1: 14,366 shares; 2025Q2: 14,296 shares; 2025Q3: 14,035 shares; 2025Q4: 13,467 shares 13,467 $626K 0.02% -568 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 5,439 shares; 2025Q1: 5,417 shares; 2025Q2: 5,417 shares; 2025Q3: 5,363 shares; 2025Q4: 4,343 shares 4,343 $624K 0.02% -1,020 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 6,996 shares; 2025Q2: 7,000 shares; 2025Q3: 6,973 shares; 2025Q4: 7,557 shares 7,557 $622K 0.02% +584 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: 2,924 shares; 2024Q4: 2,791 shares; 2025Q1: 4,280 shares; 2025Q2: 3,023 shares; 2025Q3: 3,319 shares; 2025Q4: 4,668 shares 4,668 $620K 0.02% +1,349 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,367 shares; 2025Q1: 3,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,349 shares 3,349 $618K 0.02% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 15,768 shares; 2025Q1: 13,827 shares; 2025Q2: 13,663 shares; 2025Q3: 12,777 shares; 2025Q4: 12,565 shares 12,565 $617K 0.02% -212 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: 3,726 shares; 2024Q4: 1,870 shares; 2025Q1: 2,483 shares; 2025Q2: 1,223 shares; 2025Q3: 1,220 shares; 2025Q4: 1,886 shares 1,886 $617K 0.02% +666 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: 2,256 shares; 2024Q4: 2,822 shares; 2025Q1: 3,118 shares; 2025Q2: 3,451 shares; 2025Q3: 3,745 shares; 2025Q4: 4,002 shares 4,002 $617K 0.02% +257 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 9,323 shares; 2025Q1: 9,242 shares; 2025Q2: 9,234 shares; 2025Q3: 8,877 shares; 2025Q4: 8,798 shares 8,798 $613K 0.02% -79 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,312 shares; 2024Q4: 25,239 shares; 2025Q1: 25,239 shares; 2025Q2: 25,151 shares; 2025Q3: 25,151 shares; 2025Q4: 21,065 shares 21,065 $613K 0.02% -4,086 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,605 shares 16,605 $612K 0.02% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 7,539 shares; 2025Q1: 5,556 shares; 2025Q2: 7,384 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares 7,428 $609K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 8,250 shares; 2025Q1: 10,362 shares; 2025Q2: 9,022 shares; 2025Q3: 5,187 shares; 2025Q4: 5,364 shares 5,364 $605K 0.02% +177 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 9,275 shares; 2025Q1: 193 shares; 2025Q2: 9,272 shares; 2025Q3: 9,292 shares; 2025Q4: 7,348 shares 7,348 $603K 0.02% -1,944 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,062 shares; 2024Q4: 44,662 shares; 2025Q1: 60 shares; 2025Q2: 41,860 shares; 2025Q3: 33,370 shares; 2025Q4: 18,465 shares 18,465 $602K 0.02% -14,905 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: 16,386 shares; 2025Q3: 11,820 shares; 2025Q4: 17,108 shares 17,108 $597K 0.02% +5,288 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,215 shares; 2024Q4: 26,014 shares; 2025Q1: 25,999 shares; 2025Q2: 25,999 shares; 2025Q3: 25,999 shares; 2025Q4: 21,757 shares 21,757 $595K 0.02% -4,242 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 8,993 shares; 2025Q1: 15,122 shares; 2025Q2: 23,800 shares; 2025Q3: 23,800 shares; 2025Q4: 19,822 shares 19,822 $592K 0.02% -3,978 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,613 shares; 2025Q1: 5,653 shares; 2025Q2: 5,644 shares; 2025Q3: 5,645 shares; 2025Q4: 4,741 shares 4,741 $591K 0.02% -904 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,904 shares; 2024Q4: 31,904 shares; 2025Q1: 31,904 shares; 2025Q2: 31,904 shares; 2025Q3: 31,904 shares; 2025Q4: 31,904 shares 31,904 $587K 0.02% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 8,498 shares; 2025Q4: 7,325 shares 7,325 $583K 0.02% -1,173 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: 808 shares; 2024Q4: 764 shares; 2025Q1: 860 shares; 2025Q2: 850 shares; 2025Q3: 865 shares; 2025Q4: 1,020 shares 1,020 $581K 0.02% +155 Timeline NJUL 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: 9,337 shares; 2024Q4: 8,702 shares; 2025Q1: 8,702 shares; 2025Q2: 8,702 shares; 2025Q3: 7,944 shares; 2025Q4: 7,944 shares 7,944 $577K 0.02% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 2,910 shares; 2025Q1: 10 shares; 2025Q2: 2,910 shares; 2025Q3: 4,210 shares; 2025Q4: 5,200 shares 5,200 $573K 0.02% +990 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,351 shares; 2025Q1: 10,702 shares; 2025Q2: 10,702 shares; 2025Q3: 10,702 shares; 2025Q4: 8,958 shares 8,958 $573K 0.02% -1,744 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: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 295 shares; 2025Q2: 1,639 shares; 2025Q3: 1,692 shares; 2025Q4: 1,221 shares 1,221 $570K 0.02% -471 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: 3,023 shares; 2024Q4: 3,320 shares; 2025Q1: 3,319 shares; 2025Q2: 2,310 shares; 2025Q3: 2,315 shares; 2025Q4: 2,552 shares 2,552 $561K 0.02% +237 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: 3,221 shares; 2024Q4: 3,180 shares; 2025Q1: 3,337 shares; 2025Q2: 2,254 shares; 2025Q3: 3,088 shares; 2025Q4: 2,431 shares 2,431 $554K 0.02% -657 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,489 shares; 2025Q1: 2,326 shares; 2025Q2: 2,265 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares 2,242 $552K 0.02% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 2,524 shares; 2025Q4: 2,173 shares 2,173 $549K 0.02% -351 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: 7,822 shares; 2024Q4: 7,874 shares; 2025Q1: 8,029 shares; 2025Q2: 8,089 shares; 2025Q3: 8,068 shares; 2025Q4: 7,801 shares 7,801 $547K 0.02% -267 Timeline BILS 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: 6,591 shares; 2024Q4: 6,361 shares; 2025Q1: 7,228 shares; 2025Q2: 7,072 shares; 2025Q3: 5,556 shares; 2025Q4: 5,490 shares 5,490 $545K 0.02% -66 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 1,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 7,945 shares 7,945 $543K 0.02% +4,405 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: 789 shares; 2024Q4: 1,309 shares; 2025Q1: 1,185 shares; 2025Q2: 1,928 shares; 2025Q3: 1,366 shares; 2025Q4: 1,540 shares 1,540 $539K 0.02% +174 Timeline EDIV 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: 9,728 shares; 2024Q4: 9,774 shares; 2025Q1: 9,852 shares; 2025Q2: 10,018 shares; 2025Q3: 13,644 shares; 2025Q4: 13,732 shares 13,732 $538K 0.02% +88 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 963 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,778 shares; 2025Q4: 3,310 shares 3,310 $532K 0.02% -468 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: 18,112 shares; 2024Q4: 17,397 shares; 2025Q1: 16,460 shares; 2025Q2: 12,120 shares; 2025Q3: 14,000 shares; 2025Q4: 14,231 shares 14,231 $525K 0.02% +231 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,139 shares; 2025Q1: 5,111 shares; 2025Q2: 5,101 shares; 2025Q3: 5,091 shares; 2025Q4: 4,683 shares 4,683 $524K 0.02% -408 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 1,911 shares; 2025Q1: 1,913 shares; 2025Q2: 1,814 shares; 2025Q3: 1,884 shares; 2025Q4: 1,816 shares 1,816 $523K 0.02% -68 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: 1,178 shares; 2024Q4: 1,300 shares; 2025Q1: 1,312 shares; 2025Q2: 1,311 shares; 2025Q3: 1,294 shares; 2025Q4: 1,489 shares 1,489 $522K 0.02% +195 Timeline ISCG 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: 12,764 shares; 2024Q4: 11,704 shares; 2025Q1: 10,238 shares; 2025Q2: 9,617 shares; 2025Q3: 9,555 shares; 2025Q4: 9,406 shares 9,406 $522K 0.02% -149 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,699 shares; 2024Q4: 59,258 shares; 2025Q1: 53,405 shares; 2025Q2: 50,774 shares; 2025Q3: 46,189 shares; 2025Q4: 21,838 shares 21,838 $517K 0.02% -24,351 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: 2,063 shares; 2024Q4: 2,697 shares; 2025Q1: 2,671 shares; 2025Q2: 2,830 shares; 2025Q3: 2,399 shares; 2025Q4: 2,593 shares 2,593 $515K 0.02% +194 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: 14,816 shares; 2024Q4: 18,338 shares; 2025Q1: 15,109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,510 shares 9,510 $514K 0.02% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 11,494 shares; 2025Q1: 7,743 shares; 2025Q2: 11,437 shares; 2025Q3: 11,646 shares; 2025Q4: 4,851 shares 4,851 $511K 0.02% -6,795 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: 1,200 shares; 2024Q4: 1,261 shares; 2025Q1: 1,241 shares; 2025Q2: 1,235 shares; 2025Q3: 1,053 shares; 2025Q4: 1,049 shares 1,049 $507K 0.02% -4 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: 677 shares; 2024Q4: 22,032 shares; 2025Q1: 4,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,189 shares 6,189 $506K 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,467 shares; 2024Q4: 8,922 shares; 2025Q1: 12,156 shares; 2025Q2: 8,883 shares; 2025Q3: 7,629 shares; 2025Q4: 6,507 shares 6,507 $505K 0.02% -1,122 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: 2,995 shares; 2024Q4: 1,082 shares; 2025Q1: 1,076 shares; 2025Q2: 816 shares; 2025Q3: 927 shares; 2025Q4: 887 shares 887 $504K 0.02% -40 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,278 shares; 2025Q1: 6,284 shares; 2025Q2: 6,284 shares; 2025Q3: 6,284 shares; 2025Q4: 5,270 shares 5,270 $502K 0.02% -1,014 Timeline XTL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,272 shares 3,272 $501K 0.02% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,454 shares; 2025Q1: 2,442 shares; 2025Q2: 3,782 shares; 2025Q3: 3,807 shares; 2025Q4: 3,808 shares 3,808 $499K 0.02% +1 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: 20,883 shares; 2024Q4: 19,462 shares; 2025Q1: 17,954 shares; 2025Q2: 18,009 shares; 2025Q3: 16,314 shares; 2025Q4: 16,224 shares 16,224 $499K 0.02% -90 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,540 shares; 2024Q4: 7,257 shares; 2025Q1: 5,357 shares; 2025Q2: 7,021 shares; 2025Q3: 7,408 shares; 2025Q4: 7,654 shares 7,654 $498K 0.02% +246 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,229 shares; 2025Q1: 2,377 shares; 2025Q2: 3,267 shares; 2025Q3: 3,274 shares; 2025Q4: 3,273 shares 3,273 $495K 0.02% -1 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 3,042 shares; 2025Q1: 6,583 shares; 2025Q2: 7,895 shares; 2025Q3: 9,887 shares; 2025Q4: 10,397 shares 10,397 $494K 0.02% +510 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 3,279 shares; 2025Q1: 2,980 shares; 2025Q2: 3,416 shares; 2025Q3: 3,812 shares; 2025Q4: 3,797 shares 3,797 $494K 0.02% -15 Timeline RWJ 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: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,125 shares 10,125 $493K 0.02% +125 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: 5,544 shares; 2024Q4: 5,691 shares; 2025Q1: 5,787 shares; 2025Q2: 5,549 shares; 2025Q3: 5,497 shares; 2025Q4: 5,218 shares 5,218 $491K 0.02% -279 Timeline IHI 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: 12,092 shares; 2024Q4: 12,114 shares; 2025Q1: 7,105 shares; 2025Q2: 7,102 shares; 2025Q3: 7,900 shares; 2025Q4: 7,908 shares 7,908 $491K 0.02% +8 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 5,457 shares; 2025Q4: 5,309 shares 5,309 $486K 0.02% -148 Timeline TQQQ 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: 20 shares; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 5,020 shares; 2025Q4: 9,130 shares 9,130 $481K 0.01% +4,110 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,288 shares; 2025Q1: 8,216 shares; 2025Q2: 8,238 shares; 2025Q3: 8,236 shares; 2025Q4: 8,248 shares 8,248 $481K 0.01% +12 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: 594 shares; 2024Q4: 633 shares; 2025Q1: 600 shares; 2025Q2: 593 shares; 2025Q3: 630 shares; 2025Q4: 3,132 shares 3,132 $480K 0.01% +2,502 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: 5,888 shares; 2024Q4: 4,817 shares; 2025Q1: 1,052 shares; 2025Q2: 3,943 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares 4,005 $480K 0.01% 0 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: 9,099 shares; 2024Q4: 8,997 shares; 2025Q1: 6,599 shares; 2025Q2: 8,034 shares; 2025Q3: 7,710 shares; 2025Q4: 8,986 shares 8,986 $479K 0.01% +1,276 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares 29,000 $478K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,598 shares; 2024Q4: 64,145 shares; 2025Q1: 58,013 shares; 2025Q2: 55,236 shares; 2025Q3: 55,236 shares; 2025Q4: 41,872 shares 41,872 $478K 0.01% -13,364 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares 1,730 $476K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,188 shares; 2024Q4: 41,845 shares; 2025Q1: 45,960 shares; 2025Q2: 45,919 shares; 2025Q3: 53,458 shares; 2025Q4: 61,087 shares 61,087 $475K 0.01% +7,629 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 27,203 shares; 2025Q1: 25,562 shares; 2025Q2: 30,703 shares; 2025Q3: 29,332 shares; 2025Q4: 31,559 shares 31,559 $471K 0.01% +2,227 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 965 shares; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,810 shares; 2025Q4: 2,083 shares 2,083 $471K 0.01% +273 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: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 4,948 shares; 2025Q2: 4,901 shares; 2025Q3: 4,596 shares; 2025Q4: 4,585 shares 4,585 $467K 0.01% -11 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 740 shares; 2025Q3: 845 shares; 2025Q4: 744 shares 744 $463K 0.01% -101 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 5,729 shares; 2025Q1: 8,205 shares; 2025Q2: 4,681 shares; 2025Q3: 4,693 shares; 2025Q4: 5,768 shares 5,768 $462K 0.01% +1,075 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: 535 shares; 2024Q4: 702 shares; 2025Q1: 2,145 shares; 2025Q2: 2,139 shares; 2025Q3: 2,494 shares; 2025Q4: 2,502 shares 2,502 $461K 0.01% +8 Timeline PVI 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: 34,525 shares; 2025Q2: 48,838 shares; 2025Q3: 17,531 shares; 2025Q4: 18,329 shares 18,329 $457K 0.01% +798 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,514 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,826 shares; 2025Q4: 1,899 shares 1,899 $455K 0.01% +73 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 928 shares 928 $455K 0.01% +1 Timeline DAVE DAVE INC More: the full row for DAVE 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: 2,050 shares; 2025Q4: 2,050 shares 2,050 $454K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,402 shares 7,402 $453K 0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,240 shares 3,240 $453K 0.01% +440 Timeline SPHD 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: 14,447 shares; 2024Q4: 13,358 shares; 2025Q1: 12,266 shares; 2025Q2: 10,088 shares; 2025Q3: 9,579 shares; 2025Q4: 9,518 shares 9,518 $452K 0.01% -61 Timeline BLV 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: 1,862 shares; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 6,492 shares; 2025Q3: 6,458 shares; 2025Q4: 6,458 shares 6,458 $449K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,737 shares; 2025Q1: 2,757 shares; 2025Q2: 2,745 shares; 2025Q3: 2,739 shares; 2025Q4: 3,568 shares 3,568 $449K 0.01% +829 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares; 2025Q3: 5,909 shares; 2025Q4: 5,909 shares 5,909 $448K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,279 shares; 2025Q1: 6,635 shares; 2025Q2: 6,480 shares; 2025Q3: 6,031 shares; 2025Q4: 6,031 shares 6,031 $448K 0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,665 shares; 2025Q1: 2,703 shares; 2025Q2: 2,702 shares; 2025Q3: 2,890 shares; 2025Q4: 2,445 shares 2,445 $446K 0.01% -445 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 6,669 shares; 2025Q1: 275 shares; 2025Q2: 6,426 shares; 2025Q3: 6,440 shares; 2025Q4: 5,979 shares 5,979 $444K 0.01% -461 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 5,359 shares; 2025Q1: 5,357 shares; 2025Q2: 6,010 shares; 2025Q3: 7,458 shares; 2025Q4: 5,176 shares 5,176 $444K 0.01% -2,282 Timeline FTQI 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: 17,672 shares; 2024Q4: 18,063 shares; 2025Q1: 17,934 shares; 2025Q2: 18,336 shares; 2025Q3: 20,781 shares; 2025Q4: 21,240 shares 21,240 $442K 0.01% +459 Timeline IGIB 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: 19,363 shares; 2024Q4: 8,320 shares; 2025Q1: 10,224 shares; 2025Q2: 8,547 shares; 2025Q3: 8,475 shares; 2025Q4: 8,168 shares 8,168 $440K 0.01% -307 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,030 shares 18,030 $439K 0.01% new Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 6,456 shares; 2025Q1: 6,799 shares; 2025Q2: 8,529 shares; 2025Q3: 11,031 shares; 2025Q4: 9,487 shares 9,487 $438K 0.01% -1,544 Timeline