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: 991,338 shares; 2024Q4: 997,605 shares; 2025Q1: 991,648 shares; 2025Q2: 1,010,922 shares; 2025Q3: 1,017,647 shares; 2025Q4: 1,045,576 shares 1,045,576 $713M 38.26% +27,929 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,204,489 shares; 2025Q3: 3,638,312 shares; 2025Q4: 4,263,472 shares 4,263,472 $182M 9.74% +625,160 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: 184,752 shares; 2024Q4: 188,812 shares; 2025Q1: 189,448 shares; 2025Q2: 189,448 shares; 2025Q3: 189,410 shares; 2025Q4: 186,242 shares 186,242 $128M 6.84% -3,168 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,056 shares; 2024Q4: 645,764 shares; 2025Q1: 645,460 shares; 2025Q2: 756,415 shares; 2025Q3: 756,417 shares; 2025Q4: 754,275 shares 754,275 $74.8M 4.01% -2,142 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: 195,056 shares; 2024Q4: 220,998 shares; 2025Q1: 216,814 shares; 2025Q2: 214,693 shares; 2025Q3: 214,671 shares; 2025Q4: 229,592 shares 229,592 $62.4M 3.35% +14,921 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: 76,545 shares; 2024Q4: 77,131 shares; 2025Q1: 76,459 shares; 2025Q2: 76,349 shares; 2025Q3: 76,677 shares; 2025Q4: 77,160 shares 77,160 $37.3M 2% +483 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: 89,849 shares; 2024Q4: 89,863 shares; 2025Q1: 89,871 shares; 2025Q2: 106,688 shares; 2025Q3: 106,694 shares; 2025Q4: 106,707 shares 106,707 $35.8M 1.92% +13 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: 75,787 shares; 2024Q4: 56,136 shares; 2025Q1: 56,197 shares; 2025Q2: 57,964 shares; 2025Q3: 54,692 shares; 2025Q4: 50,304 shares 50,304 $31.5M 1.69% -4,388 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: 88,081 shares; 2024Q4: 98,797 shares; 2025Q1: 97,312 shares; 2025Q2: 98,859 shares; 2025Q3: 86,577 shares; 2025Q4: 86,047 shares 86,047 $26.9M 1.45% -530 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: 231,047 shares; 2024Q4: 229,752 shares; 2025Q1: 673,550 shares; 2025Q2: 229,752 shares; 2025Q3: 212,790 shares; 2025Q4: 210,845 shares 210,845 $26.9M 1.44% -1,945 Timeline LPRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,218 shares; 2025Q3: 596,709 shares; 2025Q4: 946,211 shares 946,211 $25.3M 1.36% +349,502 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: 31,981 shares; 2024Q4: 31,981 shares; 2025Q1: 31,981 shares; 2025Q2: 31,981 shares; 2025Q3: 31,981 shares; 2025Q4: 31,981 shares 31,981 $24.1M 1.29% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,374 shares; 2024Q4: 129,617 shares; 2025Q1: 129,617 shares; 2025Q2: 129,920 shares; 2025Q3: 127,277 shares; 2025Q4: 124,113 shares 124,113 $23.8M 1.28% -3,164 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: 144,605 shares; 2024Q4: 148,638 shares; 2025Q1: 148,614 shares; 2025Q2: 142,692 shares; 2025Q3: 138,675 shares; 2025Q4: 138,678 shares 138,678 $22.2M 1.19% +3 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: 42,440 shares; 2024Q4: 59,430 shares; 2025Q1: 58,063 shares; 2025Q2: 59,673 shares; 2025Q3: 59,344 shares; 2025Q4: 60,090 shares 60,090 $18.9M 1.01% +746 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: 8,749 shares; 2024Q4: 9,629 shares; 2025Q1: 9,629 shares; 2025Q2: 15,077 shares; 2025Q3: 44,527 shares; 2025Q4: 43,780 shares 43,780 $17.4M 0.93% -747 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: 61,465 shares; 2024Q4: 58,533 shares; 2025Q1: 58,524 shares; 2025Q2: 54,244 shares; 2025Q3: 54,323 shares; 2025Q4: 54,246 shares 54,246 $12.4M 0.67% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,285 shares 71,285 $10.6M 0.57% new 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: 41,096 shares; 2024Q4: 47,354 shares; 2025Q1: 46,724 shares; 2025Q2: 44,590 shares; 2025Q3: 43,970 shares; 2025Q4: 45,419 shares 45,419 $10.5M 0.56% +1,449 Timeline ASHR 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: 298,795 shares; 2024Q4: 298,919 shares; 2025Q1: 298,919 shares; 2025Q2: 298,919 shares; 2025Q3: 298,919 shares; 2025Q4: 299,180 shares 299,180 $9.83M 0.53% +261 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: 137,579 shares; 2024Q4: 137,641 shares; 2025Q1: 137,693 shares; 2025Q2: 137,746 shares; 2025Q3: 137,802 shares; 2025Q4: 138,391 shares 138,391 $9.61M 0.52% +589 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: 33,243 shares; 2024Q4: 33,471 shares; 2025Q1: 32,726 shares; 2025Q2: 31,171 shares; 2025Q3: 29,667 shares; 2025Q4: 29,556 shares 29,556 $9.52M 0.51% -111 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: 19,855 shares; 2024Q4: 17,505 shares; 2025Q1: 17,438 shares; 2025Q2: 17,407 shares; 2025Q3: 17,487 shares; 2025Q4: 18,408 shares 18,408 $9.25M 0.5% +921 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: 73,716 shares; 2024Q4: 73,909 shares; 2025Q1: 73,794 shares; 2025Q2: 74,123 shares; 2025Q3: 74,265 shares; 2025Q4: 73,926 shares 73,926 $8.9M 0.48% -339 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: 67,398 shares; 2024Q4: 78,931 shares; 2025Q1: 78,964 shares; 2025Q2: 78,883 shares; 2025Q3: 78,121 shares; 2025Q4: 77,924 shares 77,924 $8.68M 0.47% -197 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: not reported; 2024Q4: 5,048 shares; 2025Q1: 10,226 shares; 2025Q2: 18,982 shares; 2025Q3: 30,740 shares; 2025Q4: 41,173 shares 41,173 $8.22M 0.44% +10,433 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: 9,522 shares; 2024Q4: 9,053 shares; 2025Q1: 9,045 shares; 2025Q2: 9,040 shares; 2025Q3: 9,085 shares; 2025Q4: 9,210 shares 9,210 $8.1M 0.43% +125 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: 60,043 shares; 2024Q4: 57,204 shares; 2025Q1: 57,161 shares; 2025Q2: 54,877 shares; 2025Q3: 54,985 shares; 2025Q4: 54,878 shares 54,878 $6.88M 0.37% -107 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: 18,936 shares; 2024Q4: 18,954 shares; 2025Q1: 18,980 shares; 2025Q2: 23,801 shares; 2025Q3: 21,431 shares; 2025Q4: 23,044 shares 23,044 $6.69M 0.36% +1,613 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: 27,474 shares; 2024Q4: 28,355 shares; 2025Q1: 28,305 shares; 2025Q2: 29,511 shares; 2025Q3: 29,647 shares; 2025Q4: 30,596 shares 30,596 $6.33M 0.34% +949 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,084 shares; 2024Q4: 107,791 shares; 2025Q1: 107,791 shares; 2025Q2: 107,764 shares; 2025Q3: 107,869 shares; 2025Q4: 107,765 shares 107,765 $6.21M 0.33% -104 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,511 shares; 2025Q1: 84,911 shares; 2025Q2: 84,045 shares; 2025Q3: 84,045 shares; 2025Q4: 83,740 shares 83,740 $6.16M 0.33% -305 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: not reported; 2024Q4: 24,150 shares; 2025Q1: 41,915 shares; 2025Q2: 41,563 shares; 2025Q3: 41,563 shares; 2025Q4: 41,566 shares 41,566 $5.88M 0.32% +3 Timeline DSI 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: 32,314 shares; 2024Q4: 32,339 shares; 2025Q1: 31,513 shares; 2025Q2: 44,345 shares; 2025Q3: 42,692 shares; 2025Q4: 42,474 shares 42,474 $5.47M 0.29% -218 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: 9,645 shares; 2024Q4: 9,540 shares; 2025Q1: 9,305 shares; 2025Q2: 9,295 shares; 2025Q3: 9,207 shares; 2025Q4: 9,505 shares 9,505 $5.43M 0.29% +298 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: 10,163 shares; 2024Q4: 9,484 shares; 2025Q1: 9,484 shares; 2025Q2: 10,719 shares; 2025Q3: 10,719 shares; 2025Q4: 11,183 shares 11,183 $5.29M 0.28% +464 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,498 shares; 2025Q1: 58,514 shares; 2025Q2: 58,524 shares; 2025Q3: 68,018 shares; 2025Q4: 102,136 shares 102,136 $5.07M 0.27% +34,118 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: 19,462 shares; 2024Q4: 19,143 shares; 2025Q1: 19,143 shares; 2025Q2: 19,134 shares; 2025Q3: 19,207 shares; 2025Q4: 19,134 shares 19,134 $4.92M 0.26% -73 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 13,441 shares; 2025Q1: 13,441 shares; 2025Q2: 13,441 shares; 2025Q3: 13,441 shares; 2025Q4: 13,441 shares 13,441 $4.61M 0.25% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,462 shares; 2024Q4: 19,952 shares; 2025Q1: 19,472 shares; 2025Q2: 19,487 shares; 2025Q3: 19,513 shares; 2025Q4: 19,488 shares 19,488 $4.51M 0.24% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,566 shares; 2025Q3: 21,566 shares; 2025Q4: 31,906 shares 31,906 $4.5M 0.24% +10,340 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: 78,910 shares; 2024Q4: 74,746 shares; 2025Q1: 74,746 shares; 2025Q2: 74,746 shares; 2025Q3: 74,746 shares; 2025Q4: 74,746 shares 74,746 $4.45M 0.24% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,458 shares; 2024Q4: 80,977 shares; 2025Q1: 80,914 shares; 2025Q2: 80,902 shares; 2025Q3: 81,154 shares; 2025Q4: 81,059 shares 81,059 $4.36M 0.23% -95 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: 23,412 shares; 2024Q4: 23,410 shares; 2025Q1: 23,452 shares; 2025Q2: 22,957 shares; 2025Q3: 22,439 shares; 2025Q4: 22,440 shares 22,440 $4.17M 0.22% +1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,676 shares 36,676 $4.15M 0.22% new 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: 2,851 shares; 2024Q4: 6,115 shares; 2025Q1: 6,514 shares; 2025Q2: 6,582 shares; 2025Q3: 6,894 shares; 2025Q4: 6,089 shares 6,089 $4.02M 0.22% -805 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: 11,562 shares; 2024Q4: 10,661 shares; 2025Q1: 10,791 shares; 2025Q2: 10,730 shares; 2025Q3: 10,829 shares; 2025Q4: 11,314 shares 11,314 $3.97M 0.21% +485 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,840 shares; 2024Q4: 84,916 shares; 2025Q1: 84,916 shares; 2025Q2: 85,010 shares; 2025Q3: 85,010 shares; 2025Q4: 85,430 shares 85,430 $3.88M 0.21% +420 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: 49,837 shares; 2024Q4: 49,900 shares; 2025Q1: 49,912 shares; 2025Q2: 49,939 shares; 2025Q3: 49,957 shares; 2025Q4: 50,027 shares 50,027 $3.77M 0.2% +70 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,594 shares 26,594 $3.61M 0.19% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 16,015 shares; 2025Q1: 16,015 shares; 2025Q2: 16,015 shares; 2025Q3: 26,715 shares; 2025Q4: 24,855 shares 24,855 $3.6M 0.19% -1,860 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: 131,106 shares; 2024Q4: 130,756 shares; 2025Q1: 130,756 shares; 2025Q2: 130,756 shares; 2025Q3: 130,834 shares; 2025Q4: 130,759 shares 130,759 $3.59M 0.19% -75 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: 114,376 shares; 2024Q4: 102,594 shares; 2025Q1: 102,594 shares; 2025Q2: 102,594 shares; 2025Q3: 102,594 shares; 2025Q4: 102,594 shares 102,594 $3.56M 0.19% 0 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556,095 shares; 2025Q2: 517,299 shares; 2025Q3: 517,299 shares; 2025Q4: 517,299 shares 517,299 $3.39M 0.18% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,449 shares 18,449 $3.34M 0.18% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,026 shares; 2024Q4: 316,026 shares; 2025Q1: 316,026 shares; 2025Q2: 316,026 shares; 2025Q3: 325,095 shares; 2025Q4: 195,689 shares 195,689 $3.28M 0.18% -129,406 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 8,771 shares; 2025Q4: 22,453 shares 22,453 $3.23M 0.17% +13,682 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,187 shares; 2024Q4: 156,192 shares; 2025Q1: 156,198 shares; 2025Q2: 156,204 shares; 2025Q3: 156,211 shares; 2025Q4: 156,217 shares 156,217 $3.16M 0.17% +6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,385 shares; 2025Q4: 3,378 shares 3,378 $2.97M 0.16% -7 Timeline IWO 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: 9,163 shares 9,163 $2.96M 0.16% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,666 shares; 2024Q4: 26,666 shares; 2025Q1: 26,666 shares; 2025Q2: 26,666 shares; 2025Q3: 26,666 shares; 2025Q4: 26,666 shares 26,666 $2.86M 0.15% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,054 shares; 2024Q4: 19,436 shares; 2025Q1: 19,222 shares; 2025Q2: 18,662 shares; 2025Q3: 18,710 shares; 2025Q4: 18,571 shares 18,571 $2.83M 0.15% -139 Timeline QTEC 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: 11,888 shares; 2025Q1: 11,888 shares; 2025Q2: 11,888 shares; 2025Q3: 11,888 shares; 2025Q4: 11,888 shares 11,888 $2.74M 0.15% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,028 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $2.73M 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,770 shares; 2025Q3: 39,309 shares; 2025Q4: 34,780 shares 34,780 $2.7M 0.14% -4,529 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: not reported; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: 3,227 shares; 2025Q3: 3,234 shares; 2025Q4: 16,560 shares 16,560 $2.54M 0.14% +13,326 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: 25,453 shares; 2024Q4: 28,735 shares; 2025Q1: 28,572 shares; 2025Q2: 34,296 shares; 2025Q3: 34,450 shares; 2025Q4: 35,900 shares 35,900 $2.51M 0.13% +1,450 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: 3,609 shares; 2024Q4: 3,166 shares; 2025Q1: 3,015 shares; 2025Q2: 3,010 shares; 2025Q3: 2,926 shares; 2025Q4: 2,908 shares 2,908 $2.51M 0.13% -18 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: 4,751 shares; 2024Q4: 3,300 shares; 2025Q1: 3,842 shares; 2025Q2: 3,654 shares; 2025Q3: 3,956 shares; 2025Q4: 4,079 shares 4,079 $2.51M 0.13% +123 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 5,521 shares; 2025Q1: 5,185 shares; 2025Q2: 7,177 shares; 2025Q3: 7,231 shares; 2025Q4: 7,177 shares 7,177 $2.47M 0.13% -54 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,457 shares; 2024Q4: 32,890 shares; 2025Q1: 32,890 shares; 2025Q2: 32,890 shares; 2025Q3: 32,890 shares; 2025Q4: 32,890 shares 32,890 $2.42M 0.13% 0 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: 4,132 shares; 2024Q4: 4,162 shares; 2025Q1: 4,147 shares; 2025Q2: 4,136 shares; 2025Q3: 4,176 shares; 2025Q4: 4,136 shares 4,136 $2.37M 0.13% -40 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: 6,503 shares; 2024Q4: 6,309 shares; 2025Q1: 6,256 shares; 2025Q2: 6,247 shares; 2025Q3: 7,306 shares; 2025Q4: 7,636 shares 7,636 $2.35M 0.13% +330 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: 4,987 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 6,991 shares; 2025Q3: 7,026 shares; 2025Q4: 7,591 shares 7,591 $2.32M 0.12% +565 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: 6,292 shares; 2024Q4: 6,239 shares; 2025Q1: 6,239 shares; 2025Q2: 7,085 shares; 2025Q3: 7,117 shares; 2025Q4: 7,085 shares 7,085 $2.32M 0.12% -32 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: 28,532 shares; 2024Q4: 28,819 shares; 2025Q1: 31,271 shares; 2025Q2: 34,495 shares; 2025Q3: 34,851 shares; 2025Q4: 37,057 shares 37,057 $2.31M 0.12% +2,206 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,632 shares; 2024Q4: 46,632 shares; 2025Q1: 46,632 shares; 2025Q2: 46,632 shares; 2025Q3: 46,632 shares; 2025Q4: 46,632 shares 46,632 $2.31M 0.12% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.12% 0 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: 10,056 shares; 2024Q4: 10,056 shares; 2025Q1: 10,056 shares; 2025Q2: 10,276 shares; 2025Q3: 10,159 shares; 2025Q4: 10,159 shares 10,159 $2.14M 0.11% 0 Timeline MLAB MESA LABS INC More: the full row for MESA LABS 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: 27,595 shares; 2025Q2: 25,195 shares; 2025Q3: 25,195 shares; 2025Q4: 25,195 shares 25,195 $1.98M 0.11% 0 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: 4,923 shares; 2024Q4: 8,411 shares; 2025Q1: 8,041 shares; 2025Q2: 7,143 shares; 2025Q3: 8,670 shares; 2025Q4: 10,586 shares 10,586 $1.97M 0.11% +1,916 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 22,052 shares; 2025Q1: 22,020 shares; 2025Q2: 22,001 shares; 2025Q3: 22,026 shares; 2025Q4: 22,001 shares 22,001 $1.94M 0.1% -25 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,917 shares; 2024Q4: 25,955 shares; 2025Q1: 25,955 shares; 2025Q2: 25,945 shares; 2025Q3: 22,845 shares; 2025Q4: 22,845 shares 22,845 $1.85M 0.1% 0 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: 14,102 shares; 2024Q4: 14,102 shares; 2025Q1: 14,102 shares; 2025Q2: 14,102 shares; 2025Q3: 14,102 shares; 2025Q4: 14,574 shares 14,574 $1.8M 0.1% +472 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,846 shares; 2025Q1: 1,616 shares; 2025Q2: 1,603 shares; 2025Q3: 1,640 shares; 2025Q4: 1,629 shares 1,629 $1.75M 0.09% -11 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: 10,400 shares; 2024Q4: 10,435 shares; 2025Q1: 10,402 shares; 2025Q2: 10,402 shares; 2025Q3: 10,402 shares; 2025Q4: 10,402 shares 10,402 $1.67M 0.09% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 9,155 shares; 2025Q1: 9,069 shares; 2025Q2: 11,445 shares; 2025Q3: 11,599 shares; 2025Q4: 11,446 shares 11,446 $1.64M 0.09% -153 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: 17,405 shares; 2024Q4: 17,568 shares; 2025Q1: 17,439 shares; 2025Q2: 17,409 shares; 2025Q3: 17,633 shares; 2025Q4: 17,411 shares 17,411 $1.62M 0.09% -222 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,530 shares 33,530 $1.59M 0.09% new 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: 3,199 shares; 2024Q4: 2,727 shares; 2025Q1: 2,728 shares; 2025Q2: 2,755 shares; 2025Q3: 2,770 shares; 2025Q4: 10,162 shares 10,162 $1.57M 0.08% +7,392 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,060 shares; 2025Q3: 3,077 shares; 2025Q4: 3,060 shares 3,060 $1.56M 0.08% -17 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: 39,493 shares; 2024Q4: 40,280 shares; 2025Q1: 40,280 shares; 2025Q2: 40,231 shares; 2025Q3: 40,283 shares; 2025Q4: 42,232 shares 42,232 $1.56M 0.08% +1,949 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,669 shares; 2025Q1: 3,669 shares; 2025Q2: 4,381 shares; 2025Q3: 4,390 shares; 2025Q4: 4,381 shares 4,381 $1.55M 0.08% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,092 shares; 2025Q4: 8,092 shares 8,092 $1.55M 0.08% 0 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: 21,766 shares; 2024Q4: 20,334 shares; 2025Q1: 20,405 shares; 2025Q2: 20,350 shares; 2025Q3: 20,075 shares; 2025Q4: 19,997 shares 19,997 $1.54M 0.08% -78 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: 6,291 shares; 2024Q4: 6,252 shares; 2025Q1: 6,046 shares; 2025Q2: 6,044 shares; 2025Q3: 5,754 shares; 2025Q4: 5,737 shares 5,737 $1.48M 0.08% -17 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: 13,114 shares; 2024Q4: 12,033 shares; 2025Q1: 11,985 shares; 2025Q2: 11,951 shares; 2025Q3: 11,951 shares; 2025Q4: 14,735 shares 14,735 $1.47M 0.08% +2,784 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: 27,857 shares; 2024Q4: 27,857 shares; 2025Q1: 28,082 shares; 2025Q2: 27,857 shares; 2025Q3: 7,721 shares; 2025Q4: 8,863 shares 8,863 $1.37M 0.07% +1,142 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: 6,352 shares; 2024Q4: 6,352 shares; 2025Q1: 6,352 shares; 2025Q2: 6,352 shares; 2025Q3: 6,352 shares; 2025Q4: 6,352 shares 6,352 $1.35M 0.07% 0 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,563 shares; 2025Q2: 8,729 shares; 2025Q3: 9,900 shares; 2025Q4: 8,352 shares 8,352 $1.34M 0.07% -1,548 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,926 shares 5,926 $1.3M 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 4,348 shares; 2025Q1: 4,185 shares; 2025Q2: 4,176 shares; 2025Q3: 4,205 shares; 2025Q4: 4,176 shares 4,176 $1.24M 0.07% -29 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: 14,463 shares; 2024Q4: 13,142 shares; 2025Q1: 12,052 shares; 2025Q2: 10,859 shares; 2025Q3: 10,904 shares; 2025Q4: 10,864 shares 10,864 $1.24M 0.07% -40 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: 6,091 shares; 2024Q4: 6,811 shares; 2025Q1: 6,808 shares; 2025Q2: 6,777 shares; 2025Q3: 6,844 shares; 2025Q4: 6,719 shares 6,719 $1.23M 0.07% -125 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: 4,016 shares; 2024Q4: 4,023 shares; 2025Q1: 4,923 shares; 2025Q2: 6,418 shares; 2025Q3: 5,650 shares; 2025Q4: 5,629 shares 5,629 $1.22M 0.07% -21 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 11,675 shares 11,675 $1.22M 0.07% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,697 shares; 2025Q1: 2,710 shares; 2025Q2: 5,819 shares; 2025Q3: 5,030 shares; 2025Q4: 4,524 shares 4,524 $1.17M 0.06% -506 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,577 shares; 2025Q1: 1,565 shares; 2025Q2: 1,563 shares; 2025Q3: 1,576 shares; 2025Q4: 1,767 shares 1,767 $1.15M 0.06% +191 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 884 shares; 2025Q1: 877 shares; 2025Q2: 875 shares; 2025Q3: 882 shares; 2025Q4: 1,065 shares 1,065 $1.14M 0.06% +183 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,681 shares; 2025Q1: 29,989 shares; 2025Q2: 29,989 shares; 2025Q3: 29,989 shares; 2025Q4: 31,899 shares 31,899 $1.13M 0.06% +1,910 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,421 shares; 2025Q3: 14,794 shares; 2025Q4: 26,410 shares 26,410 $1.13M 0.06% +11,616 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 22,624 shares; 2025Q1: 22,624 shares; 2025Q2: 22,624 shares; 2025Q3: 21,353 shares; 2025Q4: 21,278 shares 21,278 $1.07M 0.06% -75 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: 19,000 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares 21,500 $1.02M 0.05% 0 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: 4,470 shares; 2024Q4: 2,170 shares; 2025Q1: 2,257 shares; 2025Q2: 2,207 shares; 2025Q3: 2,429 shares; 2025Q4: 2,724 shares 2,724 $943K 0.05% +295 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,739 shares; 2024Q4: 19,739 shares; 2025Q1: 19,739 shares; 2025Q2: 19,739 shares; 2025Q3: 19,739 shares; 2025Q4: 19,739 shares 19,739 $928K 0.05% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,106 shares; 2025Q1: 4,106 shares; 2025Q2: 4,105 shares; 2025Q3: 4,111 shares; 2025Q4: 4,105 shares 4,105 $925K 0.05% -6 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: 11,902 shares; 2024Q4: 11,345 shares; 2025Q1: 11,391 shares; 2025Q2: 11,358 shares; 2025Q3: 11,442 shares; 2025Q4: 11,358 shares 11,358 $912K 0.05% -84 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: 10,014 shares; 2024Q4: 9,219 shares; 2025Q1: 9,118 shares; 2025Q2: 8,578 shares; 2025Q3: 8,659 shares; 2025Q4: 8,583 shares 8,583 $903K 0.05% -76 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,701 shares; 2024Q4: 30,701 shares; 2025Q1: 32,516 shares; 2025Q2: 34,316 shares; 2025Q3: 33,532 shares; 2025Q4: 33,532 shares 33,532 $883K 0.05% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,159 shares; 2025Q4: 6,530 shares 6,530 $872K 0.05% -2,629 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,001 shares; 2025Q1: 45,001 shares; 2025Q2: 10,001 shares; 2025Q3: 10,001 shares; 2025Q4: 10,001 shares 10,001 $856K 0.05% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,747 shares 10,747 $852K 0.05% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,828 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,740 shares 1,740 $849K 0.05% +134 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,366 shares; 2024Q4: 11,366 shares; 2025Q1: 11,366 shares; 2025Q2: 11,366 shares; 2025Q3: 11,366 shares; 2025Q4: 11,366 shares 11,366 $846K 0.05% 0 Timeline SMMD 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: 11,206 shares; 2025Q3: 11,206 shares; 2025Q4: 11,206 shares 11,206 $840K 0.05% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,341 shares; 2025Q3: 23,341 shares; 2025Q4: 23,341 shares 23,341 $838K 0.04% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 16,897 shares; 2025Q1: 16,897 shares; 2025Q2: 16,897 shares; 2025Q3: 16,897 shares; 2025Q4: 16,897 shares 16,897 $760K 0.04% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,341 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 3,386 shares 3,386 $756K 0.04% +1,006 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,206 shares; 2025Q3: 4,225 shares; 2025Q4: 4,057 shares 4,057 $747K 0.04% -168 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,445 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,667 shares; 2025Q4: 1,277 shares 1,277 $742K 0.04% -390 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,085 shares; 2025Q4: 16,085 shares 16,085 $739K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 12,797 shares; 2025Q1: 12,852 shares; 2025Q2: 27,771 shares; 2025Q3: 27,773 shares; 2025Q4: 13,665 shares 13,665 $735K 0.04% -14,108 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,357 shares; 2025Q1: 5,357 shares; 2025Q2: 5,353 shares; 2025Q3: 5,372 shares; 2025Q4: 5,354 shares 5,354 $731K 0.04% -18 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: 28,582 shares; 2024Q4: 28,615 shares; 2025Q1: 28,618 shares; 2025Q2: 28,602 shares; 2025Q3: 28,605 shares; 2025Q4: 28,609 shares 28,609 $694K 0.04% +4 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: 41,519 shares; 2024Q4: 41,192 shares; 2025Q1: 32,192 shares; 2025Q2: 27,076 shares; 2025Q3: 27,269 shares; 2025Q4: 27,078 shares 27,078 $674K 0.04% -191 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: 6,447 shares; 2024Q4: 4,425 shares; 2025Q1: 3,035 shares; 2025Q2: 2,926 shares; 2025Q3: 2,922 shares; 2025Q4: 2,722 shares 2,722 $670K 0.04% -200 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 8,236 shares; 2025Q4: 8,204 shares 8,204 $662K 0.04% -32 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,452 shares; 2025Q4: 10,238 shares 10,238 $656K 0.04% +786 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,984 shares; 2025Q4: 70,984 shares 70,984 $648K 0.03% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 4,572 shares; 2025Q3: 4,591 shares; 2025Q4: 4,573 shares 4,573 $647K 0.03% -18 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,727 shares; 2024Q4: 26,727 shares; 2025Q1: 26,727 shares; 2025Q2: 26,727 shares; 2025Q3: 26,727 shares; 2025Q4: 26,727 shares 26,727 $639K 0.03% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,002 shares; 2025Q4: 35,002 shares 35,002 $621K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,705 shares 11,705 $618K 0.03% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,917 shares; 2025Q1: 13,917 shares; 2025Q2: 13,917 shares; 2025Q3: 13,981 shares; 2025Q4: 13,917 shares 13,917 $615K 0.03% -64 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: 6,523 shares; 2024Q4: 6,566 shares; 2025Q1: 6,605 shares; 2025Q2: 6,448 shares; 2025Q3: 6,296 shares; 2025Q4: 13,702 shares 13,702 $613K 0.03% +7,406 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,150 shares; 2024Q4: 42,500 shares; 2025Q1: 42,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 18,835 shares 18,835 $604K 0.03% +3,335 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: not reported; 2024Q4: 6,747 shares; 2025Q1: 6,747 shares; 2025Q2: 6,731 shares; 2025Q3: 6,811 shares; 2025Q4: 7,383 shares 7,383 $603K 0.03% +572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,590 shares; 2025Q4: 3,866 shares 3,866 $600K 0.03% +1,276 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: 4,601 shares; 2024Q4: 4,601 shares; 2025Q1: 4,601 shares; 2025Q2: 4,601 shares; 2025Q3: 4,897 shares; 2025Q4: 10,833 shares 10,833 $593K 0.03% +5,936 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,318 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 9,108 shares; 2025Q4: 9,108 shares 9,108 $586K 0.03% 0 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: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,944 shares 2,944 $585K 0.03% +302 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,606 shares; 2024Q4: 49,606 shares; 2025Q1: 49,606 shares; 2025Q2: 49,606 shares; 2025Q3: 49,606 shares; 2025Q4: 49,606 shares 49,606 $566K 0.03% 0 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,796 shares; 2025Q3: 8,796 shares; 2025Q4: 8,796 shares 8,796 $564K 0.03% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $561K 0.03% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,876 shares; 2025Q1: 2,876 shares; 2025Q2: 2,876 shares; 2025Q3: 6,395 shares; 2025Q4: 2,876 shares 2,876 $557K 0.03% -3,519 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares 1,861 $555K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,926 shares; 2025Q1: 3,926 shares; 2025Q2: 4,056 shares; 2025Q3: 3,926 shares; 2025Q4: 3,926 shares 3,926 $554K 0.03% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares 5,539 $551K 0.03% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,255 shares; 2025Q1: 2,128 shares; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: 2,127 shares 2,127 $545K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: 939 shares; 2025Q2: 936 shares; 2025Q3: 1,059 shares; 2025Q4: 1,199 shares 1,199 $539K 0.03% +140 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,956 shares; 2025Q1: 11,956 shares; 2025Q2: 11,956 shares; 2025Q3: 11,956 shares; 2025Q4: 11,956 shares 11,956 $536K 0.03% 0 Timeline AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,020 shares; 2024Q4: 40,010 shares; 2025Q1: 40,010 shares; 2025Q2: 40,010 shares; 2025Q3: 40,010 shares; 2025Q4: 40,010 shares 40,010 $531K 0.03% 0 NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $520K 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,922 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $503K 0.03% 0 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: 5,000 shares; 2024Q4: 5,081 shares; 2025Q1: 5,019 shares; 2025Q2: 5,001 shares; 2025Q3: 5,052 shares; 2025Q4: 5,003 shares 5,003 $500K 0.03% -49 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: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 4,146 shares 4,146 $495K 0.03% +3,048 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 3,475 shares; 2025Q4: 3,420 shares 3,420 $486K 0.03% -55 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,918 shares; 2024Q4: 9,912 shares; 2025Q1: 9,912 shares; 2025Q2: 8,890 shares; 2025Q3: 8,934 shares; 2025Q4: 8,890 shares 8,890 $480K 0.03% -44 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: 1,255 shares; 2024Q4: 1,801 shares; 2025Q1: 1,264 shares; 2025Q2: 1,257 shares; 2025Q3: 1,278 shares; 2025Q4: 1,258 shares 1,258 $465K 0.02% -20 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: 9,900 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 10,125 shares 10,125 $465K 0.02% +3,375 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: 7,836 shares; 2024Q4: 5,898 shares; 2025Q1: 3,046 shares; 2025Q2: 3,024 shares; 2025Q3: 2,959 shares; 2025Q4: 3,164 shares 3,164 $454K 0.02% +205 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 64,842 shares; 2025Q1: 84,842 shares; 2025Q2: 69,842 shares; 2025Q3: 69,842 shares; 2025Q4: 49,842 shares 49,842 $450K 0.02% -20,000 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 6,714 shares; 2025Q1: 6,714 shares; 2025Q2: 6,709 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares 6,709 $446K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,662 shares; 2025Q4: 19,662 shares 19,662 $441K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,335 shares; 2025Q3: 4,341 shares; 2025Q4: 4,335 shares 4,335 $437K 0.02% -6 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,456 shares; 2024Q4: 19,456 shares; 2025Q1: 19,456 shares; 2025Q2: 19,456 shares; 2025Q3: 19,456 shares; 2025Q4: 19,456 shares 19,456 $435K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,187 shares 1,187 $427K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares 1,373 $424K 0.02% new Timeline LOCL LOCAL BOUNTI CORP More: the full row for LOCAL BOUNTI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,293 shares; 2024Q4: 29,293 shares; 2025Q1: 29,293 shares; 2025Q2: 194,696 shares; 2025Q3: 194,696 shares; 2025Q4: 194,696 shares 194,696 $417K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,363 shares; 2024Q4: 54,330 shares; 2025Q1: 54,330 shares; 2025Q2: 14,290 shares; 2025Q3: 14,290 shares; 2025Q4: 14,290 shares 14,290 $412K 0.02% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,809 shares 22,809 $396K 0.02% new 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: 8,039 shares; 2024Q4: 9,816 shares; 2025Q1: 8,102 shares; 2025Q2: 8,048 shares; 2025Q3: 8,347 shares; 2025Q4: 7,163 shares 7,163 $394K 0.02% -1,184 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: 13,136 shares; 2024Q4: 13,111 shares; 2025Q1: 13,111 shares; 2025Q2: 13,066 shares; 2025Q3: 13,036 shares; 2025Q4: 13,036 shares 13,036 $390K 0.02% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,390 shares; 2025Q1: 7,121 shares; 2025Q2: 7,121 shares; 2025Q3: 7,121 shares; 2025Q4: 7,121 shares 7,121 $389K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,891 shares; 2024Q4: 17,918 shares; 2025Q1: 17,942 shares; 2025Q2: 9,660 shares; 2025Q3: 9,687 shares; 2025Q4: 9,709 shares 9,709 $384K 0.02% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares 4,283 $383K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 9,357 shares; 2025Q3: 9,465 shares; 2025Q4: 9,357 shares 9,357 $381K 0.02% -108 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 11,584 shares 11,584 $376K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,426 shares; 2025Q4: 5,426 shares 5,426 $365K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,273 shares; 2025Q4: 2,273 shares 2,273 $364K 0.02% 0 Timeline BBU BROOKFIELD BUSINESS PARTNERS L More: the full row for BROOKFIELD BUSINESS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,277 shares; 2025Q1: 10,277 shares; 2025Q2: 10,277 shares; 2025Q3: 10,277 shares; 2025Q4: 10,277 shares 10,277 $362K 0.02% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,229 shares 2,229 $361K 0.02% 0 Timeline EEMA 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: 3,128 shares; 2024Q4: 3,930 shares; 2025Q1: 3,942 shares; 2025Q2: 3,895 shares; 2025Q3: 3,887 shares; 2025Q4: 3,802 shares 3,802 $357K 0.02% -85 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: 736 shares; 2024Q4: 747 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 748 shares; 2025Q4: 738 shares 738 $357K 0.02% -10 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,468 shares; 2025Q3: 2,519 shares; 2025Q4: 2,468 shares 2,468 $355K 0.02% -51 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: 1,650 shares; 2024Q4: 1,663 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $350K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,344 shares; 2025Q3: 1,351 shares; 2025Q4: 1,344 shares 1,344 $349K 0.02% -7 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,267 shares 3,267 $345K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares; 2025Q3: 3,410 shares; 2025Q4: 3,546 shares 3,546 $341K 0.02% +136 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares 787 $332K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,658 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,698 shares 1,698 $330K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares 1,501 $330K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,796 shares; 2025Q1: 1,710 shares; 2025Q2: 1,684 shares; 2025Q3: 1,750 shares; 2025Q4: 1,686 shares 1,686 $329K 0.02% -64 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: 298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $325K 0.02% 0 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: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares 2,343 $323K 0.02% 0 Timeline FDN 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: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $323K 0.02% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,479 shares; 2025Q2: 4,704 shares; 2025Q3: 4,854 shares; 2025Q4: 4,793 shares 4,793 $322K 0.02% -61 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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: 147,657 shares; 2025Q4: 75,157 shares 75,157 $319K 0.02% -72,500 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: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,958 shares 2,958 $317K 0.02% +88 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: not reported; 2024Q4: 4,876 shares; 2025Q1: 4,031 shares; 2025Q2: 4,621 shares; 2025Q3: 4,640 shares; 2025Q4: 4,924 shares 4,924 $314K 0.02% +284 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares 7,250 $303K 0.02% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares 1,333 $289K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 280 shares; 2025Q4: 142 shares 142 $286K 0.02% -138 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 3,344 shares; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 3,344 shares 3,344 $285K 0.02% 0 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: 500 shares; 2024Q4: 1,054 shares; 2025Q1: 777 shares; 2025Q2: 888 shares; 2025Q3: 882 shares; 2025Q4: 849 shares 849 $280K 0.02% -33 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares 2,487 $274K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $271K 0.01% 0 Timeline GRND GRINDR INC More: the full row for GRINDR 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: 20,000 shares 20,000 $271K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 5,052 shares; 2025Q1: 4,906 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,541 shares 1,541 $271K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 2,147 shares 2,147 $270K 0.01% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: 2,506 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares 2,506 $269K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $263K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $263K 0.01% 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: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares 1,045 $262K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,886 shares; 2025Q3: 2,136 shares; 2025Q4: 1,063 shares 1,063 $258K 0.01% -1,073 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares 1,936 $256K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: not reported; 2025Q1: 4,894 shares; 2025Q2: 4,394 shares; 2025Q3: 3,470 shares; 2025Q4: 2,548 shares 2,548 $254K 0.01% -922 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: not reported; 2024Q4: 233 shares; 2025Q1: 218 shares; 2025Q2: 207 shares; 2025Q3: 291 shares; 2025Q4: 2,700 shares 2,700 $253K 0.01% +2,409 Timeline EWU 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: 5,723 shares; 2025Q4: 5,723 shares 5,723 $252K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 808 shares; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 841 shares; 2025Q4: 808 shares 808 $251K 0.01% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,423 shares 1,423 $243K 0.01% new 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: 856 shares; 2024Q4: 1,323 shares; 2025Q1: 1,069 shares; 2025Q2: 1,060 shares; 2025Q3: 1,095 shares; 2025Q4: 1,062 shares 1,062 $243K 0.01% -33 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,353 shares; 2025Q4: 6,260 shares 6,260 $240K 0.01% -93 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,427 shares; 2025Q4: 4,427 shares 4,427 $239K 0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,961 shares 1,961 $236K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares 2,786 $234K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $227K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $226K 0.01% 0 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $220K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,204 shares 1,204 $219K 0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 5,000 shares; 2025Q3: 5,066 shares; 2025Q4: 5,000 shares 5,000 $217K 0.01% -66 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034 $216K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 1,827 shares 1,827 $215K 0.01% -473 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: 624 shares; 2024Q4: 786 shares; 2025Q1: 632 shares; 2025Q2: 626 shares; 2025Q3: 620 shares; 2025Q4: 606 shares 606 $212K 0.01% -14 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,883 shares; 2025Q1: 2,883 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares 2,871 $212K 0.01% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,045 shares; 2025Q4: 9,045 shares 9,045 $211K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $211K 0.01% 0 Timeline LYEL LYELL IMMUNOPHARMA INC More: the full row for LYELL IMMUNOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,834 shares 6,834 $210K 0.01% new 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: 921 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 570 shares; 2025Q3: 585 shares; 2025Q4: 595 shares 595 $209K 0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares 970 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 1,617 shares; 2025Q4: 1,552 shares 1,552 $206K 0.01% -65 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares; 2025Q4: 1,738 shares 1,738 $204K 0.01% +50 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $203K 0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,402 shares; 2024Q4: 10,402 shares; 2025Q1: 10,402 shares; 2025Q2: 10,402 shares; 2025Q3: 10,402 shares; 2025Q4: 10,402 shares 10,402 $190K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $188K 0.01% 0 Timeline HPP HUDSON PAC PPTYS INC More: the full row for HUDSON PAC PPTYS 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: 75,001 shares; 2025Q2: 95,001 shares; 2025Q3: 115,001 shares; 2025Q4: 16,428 shares 16,428 $178K 0.01% -98,573 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,305 shares; 2025Q3: 10,305 shares; 2025Q4: 10,305 shares 10,305 $128K 0.01% 0 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 150,000 shares; 2025Q1: 110,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $111K 0.01% 0 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 12,873 shares; 2025Q1: 12,873 shares; 2025Q2: 12,873 shares; 2025Q3: 12,873 shares; 2025Q4: 12,873 shares 12,873 $90.6K <0.01% 0 Timeline MGX METAGENOMI THERAPEUTICS INC More: the full row for METAGENOMI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,403 shares; 2025Q1: 53,403 shares; 2025Q2: 53,403 shares; 2025Q3: 53,403 shares; 2025Q4: 53,403 shares 53,403 $86.5K <0.01% 0 Timeline MRT MARTI TECHNOLOGIES INC More: the full row for MARTI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $83K <0.01% 0 Timeline DCGO DOCGO INC More: the full row for DOCGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,804 shares; 2024Q4: 85,804 shares; 2025Q1: 85,804 shares; 2025Q2: 85,804 shares; 2025Q3: 85,804 shares; 2025Q4: 85,804 shares 85,804 $75.3K <0.01% 0 Timeline CMTG CLAROS MTG TR INC More: the full row for CLAROS MTG TR 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: 20,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $52K <0.01% 0 Timeline SMRT SMARTRENT INC More: the full row for SMARTRENT 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: 21,551 shares; 2025Q2: 21,551 shares; 2025Q3: 21,551 shares; 2025Q4: 21,551 shares 21,551 $43.5K <0.01% 0 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,952 shares; 2024Q4: 28,952 shares; 2025Q1: 28,952 shares; 2025Q2: 28,952 shares; 2025Q3: 28,952 shares; 2025Q4: 28,952 shares 28,952 $39.7K <0.01% 0 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $37K <0.01% 0 Timeline HTZWW HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,649 shares; 2024Q4: 40,649 shares; 2025Q1: 40,649 shares; 2025Q2: 11,291 shares; 2025Q3: 11,291 shares; 2025Q4: 11,291 shares 11,291 $30.3K <0.01% 0 Timeline