IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000,349 shares; 2024Q4: 5,497,557 shares; 2025Q1: 5,266,389 shares; 2025Q2: 5,592,724 shares; 2025Q3: 5,952,613 shares; 2025Q4: 6,121,155 shares 6,121,155 $589M 6.65% +168,542 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: 3,618,186 shares; 2024Q4: 3,681,868 shares; 2025Q1: 3,782,324 shares; 2025Q2: 3,935,906 shares; 2025Q3: 3,958,928 shares; 2025Q4: 3,903,984 shares 3,903,984 $580M 6.56% -54,944 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: 1,991,572 shares; 2024Q4: 2,200,958 shares; 2025Q1: 2,333,555 shares; 2025Q2: 2,660,950 shares; 2025Q3: 2,737,919 shares; 2025Q4: 2,701,754 shares 2,701,754 $537M 6.06% -36,165 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,038,593 shares; 2024Q4: 8,368,643 shares; 2025Q1: 8,003,625 shares; 2025Q2: 8,222,747 shares; 2025Q3: 7,993,987 shares; 2025Q4: 7,991,472 shares 7,991,472 $528M 5.96% -2,515 Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,292,484 shares; 2024Q4: 9,689,532 shares; 2025Q1: 9,889,011 shares; 2025Q2: 9,916,733 shares; 2025Q3: 10,293,782 shares; 2025Q4: 10,649,856 shares 10,649,856 $470M 5.32% +356,074 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900,840 shares; 2024Q4: 7,241,406 shares; 2025Q1: 7,240,026 shares; 2025Q2: 6,996,027 shares; 2025Q3: 6,818,292 shares; 2025Q4: 6,330,540 shares 6,330,540 $463M 5.24% -487,752 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914,807 shares; 2024Q4: 4,654,639 shares; 2025Q1: 4,781,288 shares; 2025Q2: 4,856,346 shares; 2025Q3: 4,993,796 shares; 2025Q4: 4,438,008 shares 4,438,008 $455M 5.14% -555,788 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851,320 shares; 2024Q4: 5,554,443 shares; 2025Q1: 5,701,984 shares; 2025Q2: 6,501,658 shares; 2025Q3: 7,048,173 shares; 2025Q4: 6,270,129 shares 6,270,129 $376M 4.25% -778,044 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,341,141 shares; 2024Q4: 11,066,166 shares; 2025Q1: 11,077,642 shares; 2025Q2: 10,885,007 shares; 2025Q3: 10,346,991 shares; 2025Q4: 10,084,705 shares 10,084,705 $340M 3.84% -262,286 Timeline JMOM 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: 3,193,722 shares; 2024Q4: 3,988,291 shares; 2025Q1: 4,141,628 shares; 2025Q2: 4,298,078 shares; 2025Q3: 4,288,928 shares; 2025Q4: 4,683,934 shares 4,683,934 $319M 3.61% +395,006 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458,605 shares; 2024Q4: 1,933,528 shares; 2025Q1: 1,885,240 shares; 2025Q2: 1,975,369 shares; 2025Q3: 1,916,000 shares; 2025Q4: 1,870,642 shares 1,870,642 $314M 3.55% -45,358 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358,355 shares; 2024Q4: 4,987,079 shares; 2025Q1: 5,056,789 shares; 2025Q2: 4,628,637 shares; 2025Q3: 4,509,738 shares; 2025Q4: 3,744,138 shares 3,744,138 $313M 3.54% -765,600 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: 1,143,390 shares; 2024Q4: 1,225,308 shares; 2025Q1: 1,202,019 shares; 2025Q2: 1,210,478 shares; 2025Q3: 1,133,565 shares; 2025Q4: 1,242,390 shares 1,242,390 $311M 3.51% +108,825 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: 2,159,379 shares; 2024Q4: 2,250,666 shares; 2025Q1: 2,256,473 shares; 2025Q2: 2,218,495 shares; 2025Q3: 2,334,436 shares; 2025Q4: 2,401,463 shares 2,401,463 $240M 2.71% +67,027 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623,228 shares; 2024Q4: 1,977,542 shares; 2025Q1: 2,175,389 shares; 2025Q2: 2,144,773 shares; 2025Q3: 2,172,062 shares; 2025Q4: 2,596,496 shares 2,596,496 $217M 2.46% +424,434 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: 368,205 shares; 2024Q4: 345,413 shares; 2025Q1: 315,877 shares; 2025Q2: 322,068 shares; 2025Q3: 320,877 shares; 2025Q4: 315,339 shares 315,339 $198M 2.23% -5,538 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: 2,812,968 shares; 2024Q4: 2,545,118 shares; 2025Q1: 2,516,666 shares; 2025Q2: 2,629,013 shares; 2025Q3: 2,484,576 shares; 2025Q4: 2,464,405 shares 2,464,405 $166M 1.87% -20,171 Timeline MBB 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: 1,310,361 shares; 2024Q4: 1,251,908 shares; 2025Q1: 1,263,320 shares; 2025Q2: 1,243,071 shares; 2025Q3: 1,284,272 shares; 2025Q4: 1,305,073 shares 1,305,073 $124M 1.4% +20,801 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548,986 shares; 2024Q4: 1,622,890 shares; 2025Q1: 1,726,644 shares; 2025Q2: 1,858,230 shares; 2025Q3: 2,016,210 shares; 2025Q4: 1,945,049 shares 1,945,049 $96.9M 1.1% -71,161 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: 59,147 shares; 2024Q4: 53,176 shares; 2025Q1: 51,017 shares; 2025Q2: 90,111 shares; 2025Q3: 89,627 shares; 2025Q4: 85,153 shares 85,153 $91.5M 1.03% -4,474 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240,209 shares; 2024Q4: 6,433,412 shares; 2025Q1: 6,953,859 shares; 2025Q2: 4,436,571 shares; 2025Q3: 3,732,791 shares; 2025Q4: 3,721,664 shares 3,721,664 $89.2M 1.01% -11,127 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593,161 shares; 2024Q4: 3,440,752 shares; 2025Q1: 2,032,023 shares; 2025Q2: 1,904,542 shares; 2025Q3: 1,925,396 shares; 2025Q4: 1,500,850 shares 1,500,850 $88.1M 1% -424,546 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 40,987 shares; 2025Q1: 46,062 shares; 2025Q2: 1,385,449 shares; 2025Q3: 1,823,937 shares; 2025Q4: 1,750,234 shares 1,750,234 $75.2M 0.85% -73,703 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: 301,069 shares; 2024Q4: 966,554 shares; 2025Q1: 964,867 shares; 2025Q2: 947,254 shares; 2025Q3: 944,925 shares; 2025Q4: 938,887 shares 938,887 $65.6M 0.74% -6,038 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: 398,772 shares; 2024Q4: 401,626 shares; 2025Q1: 410,848 shares; 2025Q2: 414,687 shares; 2025Q3: 424,853 shares; 2025Q4: 422,395 shares 422,395 $59.8M 0.68% -2,458 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: 118,233 shares; 2024Q4: 98,512 shares; 2025Q1: 103,856 shares; 2025Q2: 106,924 shares; 2025Q3: 106,367 shares; 2025Q4: 105,090 shares 105,090 $50.8M 0.57% -1,277 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,832 shares; 2024Q4: 524,826 shares; 2025Q1: 491,712 shares; 2025Q2: 317,263 shares; 2025Q3: 256,571 shares; 2025Q4: 236,617 shares 236,617 $49.5M 0.56% -19,954 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: 204,525 shares; 2024Q4: 166,555 shares; 2025Q1: 169,861 shares; 2025Q2: 176,304 shares; 2025Q3: 178,067 shares; 2025Q4: 173,464 shares 173,464 $47.2M 0.53% -4,603 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,473 shares; 2024Q4: 470,926 shares; 2025Q1: 528,487 shares; 2025Q2: 505,641 shares; 2025Q3: 521,320 shares; 2025Q4: 521,089 shares 521,089 $42.3M 0.48% -231 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: 127,474 shares; 2024Q4: 104,933 shares; 2025Q1: 97,117 shares; 2025Q2: 58,561 shares; 2025Q3: 58,784 shares; 2025Q4: 57,016 shares 57,016 $39.1M 0.44% -1,768 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,188 shares; 2024Q4: 1,280,939 shares; 2025Q1: 1,382,096 shares; 2025Q2: 1,460,232 shares; 2025Q3: 1,479,884 shares; 2025Q4: 1,551,549 shares 1,551,549 $36.3M 0.41% +71,665 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,402 shares; 2024Q4: 358,591 shares; 2025Q1: 393,936 shares; 2025Q2: 413,497 shares; 2025Q3: 377,273 shares; 2025Q4: 388,806 shares 388,806 $30.6M 0.35% +11,533 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,745 shares; 2024Q4: 404,326 shares; 2025Q1: 404,066 shares; 2025Q2: 422,046 shares; 2025Q3: 422,090 shares; 2025Q4: 381,140 shares 381,140 $29.5M 0.33% -40,950 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: 232,150 shares; 2024Q4: 133,200 shares; 2025Q1: 135,988 shares; 2025Q2: 141,139 shares; 2025Q3: 151,860 shares; 2025Q4: 146,457 shares 146,457 $27.3M 0.31% -5,403 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: 71,958 shares; 2024Q4: 67,715 shares; 2025Q1: 92,953 shares; 2025Q2: 99,934 shares; 2025Q3: 88,677 shares; 2025Q4: 109,641 shares 109,641 $23.3M 0.26% +20,964 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 26,881 shares; 2025Q1: 28,781 shares; 2025Q2: 29,741 shares; 2025Q3: 29,153 shares; 2025Q4: 79,108 shares 79,108 $22.7M 0.26% +49,955 Timeline IUSB 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: 926,480 shares; 2024Q4: 886,414 shares; 2025Q1: 856,656 shares; 2025Q2: 764,470 shares; 2025Q3: 551,435 shares; 2025Q4: 488,091 shares 488,091 $22.7M 0.26% -63,344 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,336 shares; 2024Q4: 187,997 shares; 2025Q1: 200,208 shares; 2025Q2: 217,299 shares; 2025Q3: 205,962 shares; 2025Q4: 197,875 shares 197,875 $21.8M 0.25% -8,087 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,560 shares; 2024Q4: 367,097 shares; 2025Q1: 369,582 shares; 2025Q2: 356,103 shares; 2025Q3: 353,927 shares; 2025Q4: 325,780 shares 325,780 $19.8M 0.22% -28,147 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: 277,293 shares; 2024Q4: 219,805 shares; 2025Q1: 219,371 shares; 2025Q2: 189,777 shares; 2025Q3: 152,562 shares; 2025Q4: 144,409 shares 144,409 $17.8M 0.2% -8,153 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,950 shares; 2024Q4: 545,102 shares; 2025Q1: 502,666 shares; 2025Q2: 445,815 shares; 2025Q3: 428,507 shares; 2025Q4: 413,380 shares 413,380 $17M 0.19% -15,127 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: 85,713 shares; 2024Q4: 64,702 shares; 2025Q1: 70,596 shares; 2025Q2: 75,360 shares; 2025Q3: 71,833 shares; 2025Q4: 71,113 shares 71,113 $16.4M 0.19% -720 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: 51,818 shares; 2024Q4: 44,648 shares; 2025Q1: 47,291 shares; 2025Q2: 47,654 shares; 2025Q3: 48,519 shares; 2025Q4: 46,512 shares 46,512 $15M 0.17% -2,007 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: 33,321 shares; 2024Q4: 25,019 shares; 2025Q1: 24,940 shares; 2025Q2: 23,782 shares; 2025Q3: 30,280 shares; 2025Q4: 29,785 shares 29,785 $15M 0.17% -495 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: 18,083 shares; 2024Q4: 15,786 shares; 2025Q1: 24,360 shares; 2025Q2: 23,774 shares; 2025Q3: 23,467 shares; 2025Q4: 25,869 shares 25,869 $14.8M 0.17% +2,402 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: 49,034 shares; 2024Q4: 63,213 shares; 2025Q1: 65,875 shares; 2025Q2: 66,941 shares; 2025Q3: 66,979 shares; 2025Q4: 66,358 shares 66,358 $13.7M 0.16% -621 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: 2,253 shares; 2024Q4: 2,249 shares; 2025Q1: 21,368 shares; 2025Q2: 27,965 shares; 2025Q3: 42,984 shares; 2025Q4: 39,603 shares 39,603 $13.6M 0.15% -3,381 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,026 shares; 2024Q4: 312,128 shares; 2025Q1: 233,917 shares; 2025Q2: 336,100 shares; 2025Q3: 235,179 shares; 2025Q4: 189,143 shares 189,143 $13.5M 0.15% -46,036 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: 27,098 shares; 2024Q4: 24,373 shares; 2025Q1: 22,980 shares; 2025Q2: 25,252 shares; 2025Q3: 24,422 shares; 2025Q4: 28,355 shares 28,355 $13.4M 0.15% +3,933 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: 61,900 shares; 2024Q4: 42,446 shares; 2025Q1: 44,461 shares; 2025Q2: 41,658 shares; 2025Q3: 42,362 shares; 2025Q4: 42,286 shares 42,286 $13.2M 0.15% -76 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,608 shares; 2024Q4: 37,338 shares; 2025Q1: 43,075 shares; 2025Q2: 45,870 shares; 2025Q3: 47,754 shares; 2025Q4: 43,168 shares 43,168 $13.1M 0.15% -4,586 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: 6,405 shares; 2024Q4: 29,491 shares; 2025Q1: 37,241 shares; 2025Q2: 37,479 shares; 2025Q3: 37,281 shares; 2025Q4: 37,798 shares 37,798 $13.1M 0.15% +517 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: 85,381 shares; 2024Q4: 89,060 shares; 2025Q1: 119,723 shares; 2025Q2: 130,700 shares; 2025Q3: 140,167 shares; 2025Q4: 278,478 shares 278,478 $12.5M 0.14% +138,311 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: 49,732 shares; 2024Q4: 48,804 shares; 2025Q1: 44,936 shares; 2025Q2: 47,054 shares; 2025Q3: 49,304 shares; 2025Q4: 56,653 shares 56,653 $11.9M 0.13% +7,349 Timeline VPL 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: 166,400 shares; 2024Q4: 157,838 shares; 2025Q1: 147,565 shares; 2025Q2: 145,291 shares; 2025Q3: 138,478 shares; 2025Q4: 130,907 shares 130,907 $11.8M 0.13% -7,571 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: 122,416 shares; 2024Q4: 111,081 shares; 2025Q1: 105,636 shares; 2025Q2: 105,324 shares; 2025Q3: 99,686 shares; 2025Q4: 96,170 shares 96,170 $11.6M 0.13% -3,516 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: 28,280 shares; 2024Q4: 28,372 shares; 2025Q1: 28,975 shares; 2025Q2: 27,933 shares; 2025Q3: 33,672 shares; 2025Q4: 35,374 shares 35,374 $11.1M 0.13% +1,702 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,700 shares; 2024Q4: 39,095 shares; 2025Q1: 33,828 shares; 2025Q2: 29,678 shares; 2025Q3: 26,384 shares; 2025Q4: 23,721 shares 23,721 $11.1M 0.13% -2,663 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: 22,856 shares; 2024Q4: 27,214 shares; 2025Q1: 28,730 shares; 2025Q2: 27,666 shares; 2025Q3: 28,503 shares; 2025Q4: 27,940 shares 27,940 $11.1M 0.13% -563 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: 39,212 shares; 2024Q4: 48,171 shares; 2025Q1: 47,603 shares; 2025Q2: 46,013 shares; 2025Q3: 46,499 shares; 2025Q4: 45,482 shares 45,482 $10.4M 0.12% -1,017 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,529 shares; 2024Q4: 16,467 shares; 2025Q1: 16,034 shares; 2025Q2: 15,233 shares; 2025Q3: 15,124 shares; 2025Q4: 15,159 shares 15,159 $10.3M 0.12% +35 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: 76,118 shares; 2024Q4: 73,640 shares; 2025Q1: 75,908 shares; 2025Q2: 75,626 shares; 2025Q3: 73,988 shares; 2025Q4: 69,850 shares 69,850 $10M 0.11% -4,138 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,650 shares; 2024Q4: 12,457 shares; 2025Q1: 12,575 shares; 2025Q2: 14,318 shares; 2025Q3: 14,454 shares; 2025Q4: 14,712 shares 14,712 $9.71M 0.11% +258 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: 30,263 shares; 2024Q4: 26,726 shares; 2025Q1: 27,376 shares; 2025Q2: 27,840 shares; 2025Q3: 28,099 shares; 2025Q4: 27,488 shares 27,488 $9.46M 0.11% -611 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: 14,162 shares; 2024Q4: 23,360 shares; 2025Q1: 24,272 shares; 2025Q2: 24,906 shares; 2025Q3: 25,477 shares; 2025Q4: 26,443 shares 26,443 $8.87M 0.1% +966 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,120 shares; 2024Q4: 66,973 shares; 2025Q1: 58,729 shares; 2025Q2: 59,323 shares; 2025Q3: 49,685 shares; 2025Q4: 42,815 shares 42,815 $8.77M 0.1% -6,870 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,858 shares; 2024Q4: 210,282 shares; 2025Q1: 210,263 shares; 2025Q2: 211,385 shares; 2025Q3: 173,929 shares; 2025Q4: 169,851 shares 169,851 $8.5M 0.1% -4,078 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: 36,406 shares; 2024Q4: 36,434 shares; 2025Q1: 40,195 shares; 2025Q2: 43,704 shares; 2025Q3: 44,694 shares; 2025Q4: 43,774 shares 43,774 $8.36M 0.09% -920 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,377 shares; 2024Q4: 2,099 shares; 2025Q1: 71,778 shares; 2025Q2: 95,383 shares; 2025Q3: 92,023 shares; 2025Q4: 81,351 shares 81,351 $8.27M 0.09% -10,672 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: 81,690 shares; 2024Q4: 66,521 shares; 2025Q1: 68,749 shares; 2025Q2: 69,653 shares; 2025Q3: 72,961 shares; 2025Q4: 72,547 shares 72,547 $8.08M 0.09% -414 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,559 shares; 2024Q4: 219,945 shares; 2025Q1: 200,563 shares; 2025Q2: 92,349 shares; 2025Q3: 108,098 shares; 2025Q4: 109,317 shares 109,317 $7.95M 0.09% +1,219 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,812 shares; 2024Q4: 94,995 shares; 2025Q1: 91,633 shares; 2025Q2: 92,536 shares; 2025Q3: 89,534 shares; 2025Q4: 87,568 shares 87,568 $7.64M 0.09% -1,966 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,850 shares; 2025Q3: 232,208 shares; 2025Q4: 225,884 shares 225,884 $7.52M 0.08% -6,324 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,923 shares; 2025Q3: 201,737 shares; 2025Q4: 188,483 shares 188,483 $7.27M 0.08% -13,254 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: 9,385 shares; 2024Q4: 6,771 shares; 2025Q1: 8,302 shares; 2025Q2: 45,413 shares; 2025Q3: 45,945 shares; 2025Q4: 44,087 shares 44,087 $7.09M 0.08% -1,858 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: 132,309 shares; 2024Q4: 119,068 shares; 2025Q1: 116,940 shares; 2025Q2: 108,700 shares; 2025Q3: 102,733 shares; 2025Q4: 99,551 shares 99,551 $6.68M 0.08% -3,182 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: 13,014 shares; 2024Q4: 10,669 shares; 2025Q1: 10,969 shares; 2025Q2: 10,600 shares; 2025Q3: 10,726 shares; 2025Q4: 10,728 shares 10,728 $6.59M 0.07% +2 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: 26,404 shares; 2024Q4: 16,365 shares; 2025Q1: 11,939 shares; 2025Q2: 12,746 shares; 2025Q3: 14,540 shares; 2025Q4: 14,374 shares 14,374 $6.46M 0.07% -166 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,759 shares; 2024Q4: 6,893 shares; 2025Q1: 6,997 shares; 2025Q2: 7,015 shares; 2025Q3: 7,302 shares; 2025Q4: 7,287 shares 7,287 $6.28M 0.07% -15 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: 41,714 shares; 2024Q4: 40,351 shares; 2025Q1: 42,842 shares; 2025Q2: 43,791 shares; 2025Q3: 42,633 shares; 2025Q4: 40,962 shares 40,962 $6.24M 0.07% -1,671 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: 18,289 shares; 2024Q4: 20,962 shares; 2025Q1: 22,597 shares; 2025Q2: 21,671 shares; 2025Q3: 22,027 shares; 2025Q4: 21,064 shares 21,064 $6.24M 0.07% -963 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 13,904 shares; 2025Q1: 14,340 shares; 2025Q2: 32,092 shares; 2025Q3: 32,184 shares; 2025Q4: 31,533 shares 31,533 $6.15M 0.07% -651 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289,504 shares; 2024Q4: 1,292,083 shares; 2025Q1: 802,951 shares; 2025Q2: 450,721 shares; 2025Q3: 288,582 shares; 2025Q4: 203,662 shares 203,662 $6.13M 0.07% -84,920 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,673 shares; 2024Q4: 58,702 shares; 2025Q1: 57,307 shares; 2025Q2: 41,743 shares; 2025Q3: 71,248 shares; 2025Q4: 81,955 shares 81,955 $6.07M 0.07% +10,707 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: 27,189 shares; 2024Q4: 27,413 shares; 2025Q1: 29,741 shares; 2025Q2: 29,875 shares; 2025Q3: 30,412 shares; 2025Q4: 30,497 shares 30,497 $5.94M 0.07% +85 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: 35,602 shares; 2024Q4: 42,692 shares; 2025Q1: 41,892 shares; 2025Q2: 43,220 shares; 2025Q3: 43,298 shares; 2025Q4: 41,172 shares 41,172 $5.91M 0.07% -2,126 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,064 shares; 2024Q4: 231,046 shares; 2025Q1: 250,906 shares; 2025Q2: 255,394 shares; 2025Q3: 273,514 shares; 2025Q4: 293,685 shares 293,685 $5.74M 0.06% +20,171 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: 16,887 shares; 2024Q4: 31,713 shares; 2025Q1: 14,562 shares; 2025Q2: 29,778 shares; 2025Q3: 28,629 shares; 2025Q4: 63,327 shares 63,327 $5.67M 0.06% +34,698 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,894 shares; 2024Q4: 92,761 shares; 2025Q1: 91,973 shares; 2025Q2: 126,523 shares; 2025Q3: 121,330 shares; 2025Q4: 121,084 shares 121,084 $5.63M 0.06% -246 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,082 shares; 2024Q4: 147,082 shares; 2025Q1: 147,082 shares; 2025Q2: 147,082 shares; 2025Q3: 147,082 shares; 2025Q4: 147,082 shares 147,082 $5.59M 0.06% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,765 shares; 2024Q4: 104,532 shares; 2025Q1: 95,551 shares; 2025Q2: 97,370 shares; 2025Q3: 96,425 shares; 2025Q4: 87,253 shares 87,253 $5.51M 0.06% -9,172 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: 32,523 shares; 2024Q4: 31,668 shares; 2025Q1: 32,769 shares; 2025Q2: 33,521 shares; 2025Q3: 34,008 shares; 2025Q4: 34,339 shares 34,339 $5.5M 0.06% +331 Timeline VGLT 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: 93,201 shares; 2024Q4: 90,699 shares; 2025Q1: 89,420 shares; 2025Q2: 94,773 shares; 2025Q3: 93,384 shares; 2025Q4: 98,261 shares 98,261 $5.48M 0.06% +4,877 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,917 shares; 2024Q4: 23,492 shares; 2025Q1: 22,026 shares; 2025Q2: 21,396 shares; 2025Q3: 21,417 shares; 2025Q4: 20,135 shares 20,135 $5.4M 0.06% -1,282 Timeline DFLV 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: 95,900 shares; 2024Q4: 150,136 shares; 2025Q1: 154,020 shares; 2025Q2: 157,093 shares; 2025Q3: 153,600 shares; 2025Q4: 154,185 shares 154,185 $5.27M 0.06% +585 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: 88,972 shares; 2024Q4: 131,609 shares; 2025Q1: 129,777 shares; 2025Q2: 127,254 shares; 2025Q3: 108,711 shares; 2025Q4: 98,301 shares 98,301 $5.19M 0.06% -10,410 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: 33,675 shares; 2024Q4: 48,339 shares; 2025Q1: 51,935 shares; 2025Q2: 52,663 shares; 2025Q3: 49,952 shares; 2025Q4: 48,619 shares 48,619 $5.12M 0.06% -1,333 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,575 shares; 2024Q4: 200,798 shares; 2025Q1: 164,691 shares; 2025Q2: 165,547 shares; 2025Q3: 166,340 shares; 2025Q4: 160,517 shares 160,517 $5.09M 0.06% -5,823 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: 71,023 shares; 2024Q4: 69,209 shares; 2025Q1: 68,631 shares; 2025Q2: 70,046 shares; 2025Q3: 69,919 shares; 2025Q4: 60,340 shares 60,340 $5.06M 0.06% -9,579 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,057 shares; 2024Q4: 65,119 shares; 2025Q1: 60,534 shares; 2025Q2: 60,966 shares; 2025Q3: 60,338 shares; 2025Q4: 61,305 shares 61,305 $4.89M 0.06% +967 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,624 shares; 2024Q4: 38,283 shares; 2025Q1: 43,020 shares; 2025Q2: 38,457 shares; 2025Q3: 39,585 shares; 2025Q4: 99,122 shares 99,122 $4.88M 0.06% +59,537 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: 18,558 shares; 2024Q4: 13,674 shares; 2025Q1: 15,449 shares; 2025Q2: 16,711 shares; 2025Q3: 16,671 shares; 2025Q4: 15,678 shares 15,678 $4.79M 0.05% -993 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: 9,499 shares; 2024Q4: 9,409 shares; 2025Q1: 10,067 shares; 2025Q2: 10,670 shares; 2025Q3: 10,447 shares; 2025Q4: 9,734 shares 9,734 $4.75M 0.05% -713 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 22,246 shares; 2025Q1: 23,355 shares; 2025Q2: 81,041 shares; 2025Q3: 129,531 shares; 2025Q4: 163,403 shares 163,403 $4.75M 0.05% +33,872 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 201 shares; 2025Q1: 458 shares; 2025Q2: 116,803 shares; 2025Q3: 102,188 shares; 2025Q4: 92,250 shares 92,250 $4.61M 0.05% -9,938 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: 22,064 shares; 2024Q4: 10,995 shares; 2025Q1: 13,882 shares; 2025Q2: 14,248 shares; 2025Q3: 13,207 shares; 2025Q4: 13,007 shares 13,007 $4.56M 0.05% -200 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.05% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514,863 shares; 2024Q4: 165,117 shares; 2025Q1: 108,742 shares; 2025Q2: 89,273 shares; 2025Q3: 76,041 shares; 2025Q4: 56,923 shares 56,923 $4.38M 0.05% -19,118 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: 6,605 shares; 2024Q4: 3,320 shares; 2025Q1: 30,832 shares; 2025Q2: 35,872 shares; 2025Q3: 38,762 shares; 2025Q4: 40,611 shares 40,611 $4.35M 0.05% +1,849 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: 27,004 shares; 2024Q4: 23,756 shares; 2025Q1: 24,315 shares; 2025Q2: 27,526 shares; 2025Q3: 28,020 shares; 2025Q4: 26,718 shares 26,718 $4.29M 0.05% -1,302 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,864 shares; 2024Q4: 33,877 shares; 2025Q1: 34,786 shares; 2025Q2: 35,971 shares; 2025Q3: 36,801 shares; 2025Q4: 36,525 shares 36,525 $4.28M 0.05% -276 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 5,548 shares; 2025Q1: 5,575 shares; 2025Q2: 5,619 shares; 2025Q3: 5,858 shares; 2025Q4: 5,213 shares 5,213 $4.28M 0.05% -645 Timeline DUHP 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: 46,150 shares; 2024Q4: 98,964 shares; 2025Q1: 105,403 shares; 2025Q2: 109,057 shares; 2025Q3: 112,414 shares; 2025Q4: 111,801 shares 111,801 $4.25M 0.05% -613 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: 38,695 shares; 2024Q4: 34,756 shares; 2025Q1: 33,256 shares; 2025Q2: 33,492 shares; 2025Q3: 33,866 shares; 2025Q4: 32,503 shares 32,503 $4.07M 0.05% -1,363 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,125 shares; 2024Q4: 54,245 shares; 2025Q1: 59,381 shares; 2025Q2: 59,099 shares; 2025Q3: 59,971 shares; 2025Q4: 61,998 shares 61,998 $3.99M 0.05% +2,027 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: 7,712 shares; 2024Q4: 9,934 shares; 2025Q1: 8,882 shares; 2025Q2: 8,353 shares; 2025Q3: 8,337 shares; 2025Q4: 8,233 shares 8,233 $3.98M 0.04% -104 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: 10,851 shares; 2024Q4: 5,744 shares; 2025Q1: 6,736 shares; 2025Q2: 7,029 shares; 2025Q3: 7,037 shares; 2025Q4: 6,936 shares 6,936 $3.96M 0.04% -101 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,769 shares; 2024Q4: 61,326 shares; 2025Q1: 69,019 shares; 2025Q2: 76,632 shares; 2025Q3: 75,424 shares; 2025Q4: 71,877 shares 71,877 $3.95M 0.04% -3,547 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: 21,028 shares; 2024Q4: 23,913 shares; 2025Q1: 24,876 shares; 2025Q2: 23,734 shares; 2025Q3: 24,384 shares; 2025Q4: 21,370 shares 21,370 $3.92M 0.04% -3,014 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,928 shares; 2024Q4: 16,454 shares; 2025Q1: 17,319 shares; 2025Q2: 18,812 shares; 2025Q3: 20,696 shares; 2025Q4: 21,726 shares 21,726 $3.86M 0.04% +1,030 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: 6,870 shares; 2024Q4: 9,162 shares; 2025Q1: 7,512 shares; 2025Q2: 8,935 shares; 2025Q3: 9,377 shares; 2025Q4: 17,565 shares 17,565 $3.86M 0.04% +8,188 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,092 shares; 2024Q4: 58,936 shares; 2025Q1: 58,264 shares; 2025Q2: 55,829 shares; 2025Q3: 69,760 shares; 2025Q4: 70,854 shares 70,854 $3.82M 0.04% +1,094 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,301 shares; 2025Q1: 3,965 shares; 2025Q2: 5,132 shares; 2025Q3: 5,314 shares; 2025Q4: 5,589 shares 5,589 $3.77M 0.04% +275 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,443 shares; 2025Q4: 72,955 shares 72,955 $3.64M 0.04% +6,512 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 37 shares; 2025Q1: 837 shares; 2025Q2: 929 shares; 2025Q3: 18,007 shares; 2025Q4: 16,627 shares 16,627 $3.57M 0.04% -1,380 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 10,032 shares; 2025Q1: 10,415 shares; 2025Q2: 12,504 shares; 2025Q3: 13,069 shares; 2025Q4: 11,054 shares 11,054 $3.52M 0.04% -2,015 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,952 shares; 2024Q4: 109,604 shares; 2025Q1: 103,694 shares; 2025Q2: 106,812 shares; 2025Q3: 104,821 shares; 2025Q4: 107,891 shares 107,891 $3.51M 0.04% +3,070 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,320 shares; 2024Q4: 51,096 shares; 2025Q1: 49,587 shares; 2025Q2: 47,883 shares; 2025Q3: 49,245 shares; 2025Q4: 49,975 shares 49,975 $3.48M 0.04% +730 Timeline VMBS 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: 126,511 shares; 2024Q4: 100,548 shares; 2025Q1: 99,297 shares; 2025Q2: 106,246 shares; 2025Q3: 87,269 shares; 2025Q4: 73,860 shares 73,860 $3.48M 0.04% -13,409 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: 46,098 shares; 2024Q4: 32,163 shares; 2025Q1: 36,323 shares; 2025Q2: 41,762 shares; 2025Q3: 38,768 shares; 2025Q4: 36,907 shares 36,907 $3.44M 0.04% -1,861 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,742 shares; 2024Q4: 12,477 shares; 2025Q1: 13,399 shares; 2025Q2: 13,384 shares; 2025Q3: 13,406 shares; 2025Q4: 13,378 shares 13,378 $3.44M 0.04% -28 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,625 shares; 2024Q4: 23,201 shares; 2025Q1: 23,187 shares; 2025Q2: 23,178 shares; 2025Q3: 23,019 shares; 2025Q4: 22,818 shares 22,818 $3.4M 0.04% -201 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 10,591 shares; 2025Q1: 4,994 shares; 2025Q2: 4,994 shares; 2025Q3: 4,994 shares; 2025Q4: 32,037 shares 32,037 $3.36M 0.04% +27,043 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,831 shares; 2024Q4: 68,339 shares; 2025Q1: 85,889 shares; 2025Q2: 97,295 shares; 2025Q3: 99,958 shares; 2025Q4: 104,675 shares 104,675 $3.31M 0.04% +4,717 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: 13,643 shares; 2024Q4: 11,465 shares; 2025Q1: 12,077 shares; 2025Q2: 10,943 shares; 2025Q3: 11,263 shares; 2025Q4: 10,674 shares 10,674 $3.29M 0.04% -589 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,634 shares; 2024Q4: 25,429 shares; 2025Q1: 25,429 shares; 2025Q2: 52,447 shares; 2025Q3: 45,697 shares; 2025Q4: 45,697 shares 45,697 $3.28M 0.04% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,144 shares; 2024Q4: 52,809 shares; 2025Q1: 48,391 shares; 2025Q2: 47,569 shares; 2025Q3: 62,541 shares; 2025Q4: 63,537 shares 63,537 $3.23M 0.04% +996 Timeline DFSV 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: 56,162 shares; 2024Q4: 83,917 shares; 2025Q1: 82,122 shares; 2025Q2: 90,039 shares; 2025Q3: 90,184 shares; 2025Q4: 96,435 shares 96,435 $3.17M 0.04% +6,251 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,643 shares; 2024Q4: 6,925 shares; 2025Q1: 7,275 shares; 2025Q2: 8,159 shares; 2025Q3: 8,174 shares; 2025Q4: 7,373 shares 7,373 $3.14M 0.04% -801 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 10,882 shares; 2025Q1: 11,802 shares; 2025Q2: 16,432 shares; 2025Q3: 16,818 shares; 2025Q4: 16,795 shares 16,795 $3.09M 0.03% -23 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: 36,874 shares; 2024Q4: 37,433 shares; 2025Q1: 41,951 shares; 2025Q2: 41,952 shares; 2025Q3: 43,621 shares; 2025Q4: 38,147 shares 38,147 $3.06M 0.03% -5,474 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: 79,703 shares; 2024Q4: 88,198 shares; 2025Q1: 92,507 shares; 2025Q2: 91,168 shares; 2025Q3: 92,199 shares; 2025Q4: 94,523 shares 94,523 $3.03M 0.03% +2,324 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,081 shares; 2024Q4: 16,800 shares; 2025Q1: 17,690 shares; 2025Q2: 17,694 shares; 2025Q3: 17,364 shares; 2025Q4: 16,221 shares 16,221 $3.01M 0.03% -1,143 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,951 shares; 2025Q1: 19,557 shares; 2025Q2: 24,507 shares; 2025Q3: 17,818 shares; 2025Q4: 17,556 shares 17,556 $3.01M 0.03% -262 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: 55,169 shares; 2024Q4: 33,357 shares; 2025Q1: 39,748 shares; 2025Q2: 40,025 shares; 2025Q3: 40,251 shares; 2025Q4: 38,993 shares 38,993 $3M 0.03% -1,258 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: 3,006 shares; 2024Q4: 3,478 shares; 2025Q1: 3,680 shares; 2025Q2: 3,131 shares; 2025Q3: 3,158 shares; 2025Q4: 3,379 shares 3,379 $2.97M 0.03% +221 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: 13,739 shares; 2024Q4: 5,609 shares; 2025Q1: 6,304 shares; 2025Q2: 6,692 shares; 2025Q3: 8,030 shares; 2025Q4: 11,534 shares 11,534 $2.96M 0.03% +3,504 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,721 shares; 2024Q4: 55,033 shares; 2025Q1: 55,993 shares; 2025Q2: 54,358 shares; 2025Q3: 54,855 shares; 2025Q4: 53,630 shares 53,630 $2.93M 0.03% -1,225 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: 53,559 shares; 2024Q4: 125,023 shares; 2025Q1: 114,803 shares; 2025Q2: 118,351 shares; 2025Q3: 120,112 shares; 2025Q4: 117,284 shares 117,284 $2.92M 0.03% -2,828 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,467 shares; 2025Q1: 4,862 shares; 2025Q2: 5,230 shares; 2025Q3: 4,730 shares; 2025Q4: 5,144 shares 5,144 $2.91M 0.03% +414 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,459 shares; 2024Q4: 22,322 shares; 2025Q1: 32,759 shares; 2025Q2: 37,602 shares; 2025Q3: 78,219 shares; 2025Q4: 77,603 shares 77,603 $2.84M 0.03% -616 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 10,544 shares; 2025Q1: 9,642 shares; 2025Q2: 10,580 shares; 2025Q3: 10,633 shares; 2025Q4: 9,915 shares 9,915 $2.83M 0.03% -718 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 1,760 shares; 2025Q1: 1,954 shares; 2025Q2: 2,131 shares; 2025Q3: 2,745 shares; 2025Q4: 30,175 shares 30,175 $2.83M 0.03% +27,430 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: 19,636 shares; 2024Q4: 37,752 shares; 2025Q1: 20,924 shares; 2025Q2: 18,514 shares; 2025Q3: 38,068 shares; 2025Q4: 44,323 shares 44,323 $2.77M 0.03% +6,255 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,766 shares; 2024Q4: 85,671 shares; 2025Q1: 84,941 shares; 2025Q2: 86,806 shares; 2025Q3: 93,126 shares; 2025Q4: 92,595 shares 92,595 $2.72M 0.03% -531 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 9,091 shares; 2025Q1: 9,956 shares; 2025Q2: 9,940 shares; 2025Q3: 9,807 shares; 2025Q4: 10,125 shares 10,125 $2.68M 0.03% +318 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: 7,792 shares; 2024Q4: 7,419 shares; 2025Q1: 7,861 shares; 2025Q2: 7,718 shares; 2025Q3: 7,680 shares; 2025Q4: 7,628 shares 7,628 $2.68M 0.03% -52 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 22,876 shares; 2025Q1: 22,939 shares; 2025Q2: 34,846 shares; 2025Q3: 34,870 shares; 2025Q4: 34,896 shares 34,896 $2.66M 0.03% +26 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: 7,897 shares; 2024Q4: 6,465 shares; 2025Q1: 7,334 shares; 2025Q2: 7,736 shares; 2025Q3: 7,880 shares; 2025Q4: 7,054 shares 7,054 $2.61M 0.03% -826 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 9,088 shares; 2025Q1: 10,175 shares; 2025Q2: 10,749 shares; 2025Q3: 10,994 shares; 2025Q4: 10,788 shares 10,788 $2.6M 0.03% -206 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,845 shares; 2024Q4: 15,543 shares; 2025Q1: 15,718 shares; 2025Q2: 15,185 shares; 2025Q3: 15,185 shares; 2025Q4: 15,238 shares 15,238 $2.6M 0.03% +53 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,369 shares; 2024Q4: 14,334 shares; 2025Q1: 16,328 shares; 2025Q2: 17,373 shares; 2025Q3: 17,606 shares; 2025Q4: 16,911 shares 16,911 $2.6M 0.03% -695 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: 59,554 shares; 2024Q4: 49,914 shares; 2025Q1: 37,448 shares; 2025Q2: 36,741 shares; 2025Q3: 46,443 shares; 2025Q4: 47,972 shares 47,972 $2.58M 0.03% +1,529 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,134 shares; 2024Q4: 14,972 shares; 2025Q1: 14,974 shares; 2025Q2: 15,110 shares; 2025Q3: 15,181 shares; 2025Q4: 14,332 shares 14,332 $2.54M 0.03% -849 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: 6,874 shares; 2024Q4: 7,536 shares; 2025Q1: 7,566 shares; 2025Q2: 7,779 shares; 2025Q3: 7,764 shares; 2025Q4: 7,864 shares 7,864 $2.54M 0.03% +100 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,961 shares; 2024Q4: 48,186 shares; 2025Q1: 55,561 shares; 2025Q2: 72,736 shares; 2025Q3: 80,935 shares; 2025Q4: 86,809 shares 86,809 $2.53M 0.03% +5,874 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: 9,122 shares; 2024Q4: 9,506 shares; 2025Q1: 9,148 shares; 2025Q2: 10,247 shares; 2025Q3: 9,749 shares; 2025Q4: 13,972 shares 13,972 $2.53M 0.03% +4,223 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,626 shares; 2024Q4: 15,216 shares; 2025Q1: 16,310 shares; 2025Q2: 17,863 shares; 2025Q3: 16,607 shares; 2025Q4: 14,464 shares 14,464 $2.51M 0.03% -2,143 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: 7,032 shares; 2024Q4: 5,313 shares; 2025Q1: 5,944 shares; 2025Q2: 6,926 shares; 2025Q3: 9,036 shares; 2025Q4: 9,699 shares 9,699 $2.5M 0.03% +663 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 9,642 shares; 2025Q1: 11,705 shares; 2025Q2: 12,724 shares; 2025Q3: 17,867 shares; 2025Q4: 18,138 shares 18,138 $2.45M 0.03% +271 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: 9,458 shares; 2024Q4: 9,389 shares; 2025Q1: 10,831 shares; 2025Q2: 10,937 shares; 2025Q3: 12,889 shares; 2025Q4: 10,593 shares 10,593 $2.42M 0.03% -2,296 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: 2,703 shares; 2024Q4: 3,188 shares; 2025Q1: 3,006 shares; 2025Q2: 4,209 shares; 2025Q3: 8,117 shares; 2025Q4: 8,348 shares 8,348 $2.42M 0.03% +231 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: 8,121 shares; 2024Q4: 9,304 shares; 2025Q1: 10,337 shares; 2025Q2: 11,151 shares; 2025Q3: 12,428 shares; 2025Q4: 10,452 shares 10,452 $2.42M 0.03% -1,976 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 13,346 shares; 2025Q1: 14,599 shares; 2025Q2: 14,857 shares; 2025Q3: 17,567 shares; 2025Q4: 16,363 shares 16,363 $2.4M 0.03% -1,204 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,351 shares; 2024Q4: 70,399 shares; 2025Q1: 59,695 shares; 2025Q2: 65,000 shares; 2025Q3: 66,421 shares; 2025Q4: 72,478 shares 72,478 $2.39M 0.03% +6,057 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,092 shares; 2024Q4: 90,896 shares; 2025Q1: 58,760 shares; 2025Q2: 45,727 shares; 2025Q3: 30,269 shares; 2025Q4: 26,909 shares 26,909 $2.38M 0.03% -3,360 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: 81 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 31,004 shares 31,004 $2.32M 0.03% +30,951 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,591 shares; 2024Q4: 63,610 shares; 2025Q1: 56,384 shares; 2025Q2: 59,143 shares; 2025Q3: 58,543 shares; 2025Q4: 60,726 shares 60,726 $2.31M 0.03% +2,183 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: 31,571 shares; 2024Q4: 36,606 shares; 2025Q1: 51,037 shares; 2025Q2: 47,379 shares; 2025Q3: 48,633 shares; 2025Q4: 48,975 shares 48,975 $2.3M 0.03% +342 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,617 shares; 2024Q4: 7,863 shares; 2025Q1: 8,126 shares; 2025Q2: 9,032 shares; 2025Q3: 8,954 shares; 2025Q4: 7,806 shares 7,806 $2.25M 0.03% -1,148 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,736 shares; 2024Q4: 99,506 shares; 2025Q1: 96,241 shares; 2025Q2: 92,940 shares; 2025Q3: 91,765 shares; 2025Q4: 89,586 shares 89,586 $2.23M 0.03% -2,179 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,686 shares; 2024Q4: 15,543 shares; 2025Q1: 16,914 shares; 2025Q2: 17,617 shares; 2025Q3: 17,320 shares; 2025Q4: 17,136 shares 17,136 $2.19M 0.02% -184 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: 10,429 shares; 2024Q4: 8,390 shares; 2025Q1: 9,213 shares; 2025Q2: 7,936 shares; 2025Q3: 7,361 shares; 2025Q4: 6,545 shares 6,545 $2.16M 0.02% -816 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: 13,300 shares; 2024Q4: 10,608 shares; 2025Q1: 10,423 shares; 2025Q2: 11,153 shares; 2025Q3: 11,870 shares; 2025Q4: 17,898 shares 17,898 $2.15M 0.02% +6,028 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 40,770 shares; 2025Q3: 53,432 shares; 2025Q4: 48,314 shares 48,314 $2.1M 0.02% -5,118 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,424 shares; 2024Q4: 43,377 shares; 2025Q1: 43,377 shares; 2025Q2: 43,377 shares; 2025Q3: 43,775 shares; 2025Q4: 45,115 shares 45,115 $2.1M 0.02% +1,340 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: 15,458 shares; 2024Q4: 16,386 shares; 2025Q1: 19,135 shares; 2025Q2: 18,028 shares; 2025Q3: 18,393 shares; 2025Q4: 21,878 shares 21,878 $2.1M 0.02% +3,485 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: 10,068 shares; 2024Q4: 9,910 shares; 2025Q1: 9,918 shares; 2025Q2: 9,911 shares; 2025Q3: 9,907 shares; 2025Q4: 9,878 shares 9,878 $2.06M 0.02% -29 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734,134 shares; 2024Q4: 76,706 shares; 2025Q1: 83,918 shares; 2025Q2: 54,325 shares; 2025Q3: 27,195 shares; 2025Q4: 20,255 shares 20,255 $2.03M 0.02% -6,940 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: 15,950 shares; 2024Q4: 12,429 shares; 2025Q1: 8,325 shares; 2025Q2: 8,715 shares; 2025Q3: 9,162 shares; 2025Q4: 9,331 shares 9,331 $2.03M 0.02% +169 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 18,867 shares; 2025Q1: 18,878 shares; 2025Q2: 18,894 shares; 2025Q3: 18,631 shares; 2025Q4: 35,359 shares 35,359 $2.02M 0.02% +16,728 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: 43,688 shares; 2024Q4: 36,897 shares; 2025Q1: 40,021 shares; 2025Q2: 41,190 shares; 2025Q3: 42,589 shares; 2025Q4: 37,087 shares 37,087 $2M 0.02% -5,502 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,095 shares; 2024Q4: 19,175 shares; 2025Q1: 20,478 shares; 2025Q2: 20,754 shares; 2025Q3: 21,242 shares; 2025Q4: 21,052 shares 21,052 $1.97M 0.02% -190 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: 754 shares; 2024Q4: 516 shares; 2025Q1: 1,740 shares; 2025Q2: 2,639 shares; 2025Q3: 2,636 shares; 2025Q4: 2,571 shares 2,571 $1.94M 0.02% -65 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 1,123 shares; 2025Q1: 1,181 shares; 2025Q2: 11,434 shares; 2025Q3: 11,353 shares; 2025Q4: 11,509 shares 11,509 $1.93M 0.02% +156 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,436 shares; 2025Q3: 4,436 shares; 2025Q4: 4,634 shares 4,634 $1.91M 0.02% +198 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 16,593 shares; 2025Q1: 23,541 shares; 2025Q2: 18,827 shares; 2025Q3: 19,000 shares; 2025Q4: 19,188 shares 19,188 $1.9M 0.02% +188 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,527 shares; 2025Q1: 7,980 shares; 2025Q2: 7,902 shares; 2025Q3: 7,989 shares; 2025Q4: 7,579 shares 7,579 $1.87M 0.02% -410 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 16,344 shares; 2025Q3: 52,527 shares; 2025Q4: 126,897 shares 126,897 $1.85M 0.02% +74,370 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 21,280 shares; 2025Q1: 24,800 shares; 2025Q2: 27,948 shares; 2025Q3: 31,776 shares; 2025Q4: 32,468 shares 32,468 $1.84M 0.02% +692 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: 11,230 shares; 2024Q4: 8,792 shares; 2025Q1: 5,103 shares; 2025Q2: 5,083 shares; 2025Q3: 4,289 shares; 2025Q4: 7,464 shares 7,464 $1.84M 0.02% +3,175 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: 67,792 shares; 2024Q4: 53,945 shares; 2025Q1: 55,396 shares; 2025Q2: 46,827 shares; 2025Q3: 10,352 shares; 2025Q4: 9,177 shares 9,177 $1.83M 0.02% -1,175 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,025 shares; 2025Q1: 2,117 shares; 2025Q2: 2,193 shares; 2025Q3: 2,461 shares; 2025Q4: 2,778 shares 2,778 $1.82M 0.02% +317 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 13,102 shares; 2025Q3: 55,463 shares; 2025Q4: 49,783 shares 49,783 $1.76M 0.02% -5,680 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: 5,300 shares; 2024Q4: 5,478 shares; 2025Q1: 5,583 shares; 2025Q2: 5,921 shares; 2025Q3: 6,006 shares; 2025Q4: 5,657 shares 5,657 $1.76M 0.02% -349 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: 4,324 shares; 2024Q4: 3,111 shares; 2025Q1: 17,449 shares; 2025Q2: 24,502 shares; 2025Q3: 26,222 shares; 2025Q4: 38,078 shares 38,078 $1.73M 0.02% +11,856 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: 18,797 shares; 2024Q4: 11,033 shares; 2025Q1: 14,508 shares; 2025Q2: 15,622 shares; 2025Q3: 19,556 shares; 2025Q4: 17,094 shares 17,094 $1.71M 0.02% -2,462 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,514 shares; 2024Q4: 13,213 shares; 2025Q1: 15,315 shares; 2025Q2: 16,841 shares; 2025Q3: 17,448 shares; 2025Q4: 16,127 shares 16,127 $1.7M 0.02% -1,321 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,555 shares; 2024Q4: 14,889 shares; 2025Q1: 13,480 shares; 2025Q2: 18,657 shares; 2025Q3: 20,563 shares; 2025Q4: 19,339 shares 19,339 $1.69M 0.02% -1,224 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,499 shares; 2024Q4: 9,649 shares; 2025Q1: 9,581 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares; 2025Q4: 10,366 shares 10,366 $1.69M 0.02% -141 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 4,886 shares; 2025Q1: 4,721 shares; 2025Q2: 5,015 shares; 2025Q3: 4,962 shares; 2025Q4: 4,830 shares 4,830 $1.69M 0.02% -132 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: 31,015 shares; 2024Q4: 19,448 shares; 2025Q1: 21,504 shares; 2025Q2: 21,681 shares; 2025Q3: 22,577 shares; 2025Q4: 22,838 shares 22,838 $1.68M 0.02% +261 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,811 shares; 2024Q4: 18,214 shares; 2025Q1: 24,648 shares; 2025Q2: 24,223 shares; 2025Q3: 19,634 shares; 2025Q4: 17,315 shares 17,315 $1.67M 0.02% -2,319 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,026 shares; 2024Q4: 19,767 shares; 2025Q1: 21,419 shares; 2025Q2: 18,472 shares; 2025Q3: 19,129 shares; 2025Q4: 17,993 shares 17,993 $1.65M 0.02% -1,136 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 3,268 shares; 2025Q1: 3,702 shares; 2025Q2: 3,797 shares; 2025Q3: 3,614 shares; 2025Q4: 3,537 shares 3,537 $1.65M 0.02% -77 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: 41,719 shares; 2024Q4: 45,192 shares; 2025Q1: 41,454 shares; 2025Q2: 46,019 shares; 2025Q3: 44,748 shares; 2025Q4: 40,103 shares 40,103 $1.63M 0.02% -4,645 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 10,023 shares; 2025Q1: 25,650 shares; 2025Q2: 33,302 shares; 2025Q3: 35,093 shares; 2025Q4: 35,254 shares 35,254 $1.61M 0.02% +161 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: 19,004 shares; 2024Q4: 13,715 shares; 2025Q1: 10,984 shares; 2025Q2: 13,348 shares; 2025Q3: 13,051 shares; 2025Q4: 13,960 shares 13,960 $1.59M 0.02% +909 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,669 shares; 2024Q4: 39,904 shares; 2025Q1: 47,377 shares; 2025Q2: 50,672 shares; 2025Q3: 53,664 shares; 2025Q4: 53,095 shares 53,095 $1.58M 0.02% -569 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,496 shares; 2024Q4: 22,970 shares; 2025Q1: 20,761 shares; 2025Q2: 25,242 shares; 2025Q3: 31,467 shares; 2025Q4: 29,463 shares 29,463 $1.58M 0.02% -2,004 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: 14,304 shares; 2024Q4: 4,823 shares; 2025Q1: 3,428 shares; 2025Q2: 5,450 shares; 2025Q3: 9,236 shares; 2025Q4: 7,263 shares 7,263 $1.56M 0.02% -1,973 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,525 shares; 2025Q1: 8,137 shares; 2025Q2: 7,385 shares; 2025Q3: 6,333 shares; 2025Q4: 7,540 shares 7,540 $1.55M 0.02% +1,207 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,109 shares; 2025Q1: 6,160 shares; 2025Q2: 6,912 shares; 2025Q3: 7,526 shares; 2025Q4: 7,178 shares 7,178 $1.52M 0.02% -348 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: 1,536 shares; 2024Q4: 1,918 shares; 2025Q1: 9,401 shares; 2025Q2: 10,493 shares; 2025Q3: 11,180 shares; 2025Q4: 11,902 shares 11,902 $1.5M 0.02% +722 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 28,842 shares; 2025Q1: 28,842 shares; 2025Q2: 17,009 shares; 2025Q3: 17,009 shares; 2025Q4: 21,758 shares 21,758 $1.49M 0.02% +4,749 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 5,675 shares; 2025Q1: 5,730 shares; 2025Q2: 6,466 shares; 2025Q3: 6,290 shares; 2025Q4: 6,611 shares 6,611 $1.45M 0.02% +321 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,001 shares; 2024Q4: 28,488 shares; 2025Q1: 28,464 shares; 2025Q2: 28,476 shares; 2025Q3: 28,488 shares; 2025Q4: 28,500 shares 28,500 $1.44M 0.02% +12 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 4,448 shares; 2025Q1: 4,623 shares; 2025Q2: 4,768 shares; 2025Q3: 4,787 shares; 2025Q4: 4,980 shares 4,980 $1.44M 0.02% +193 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: 8,469 shares; 2024Q4: 13,963 shares; 2025Q1: 13,394 shares; 2025Q2: 17,607 shares; 2025Q3: 21,496 shares; 2025Q4: 19,023 shares 19,023 $1.44M 0.02% -2,473 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 864 shares; 2025Q1: 1,115 shares; 2025Q2: 1,063 shares; 2025Q3: 1,091 shares; 2025Q4: 1,181 shares 1,181 $1.44M 0.02% +90 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 4,986 shares; 2025Q1: 5,214 shares; 2025Q2: 5,261 shares; 2025Q3: 4,896 shares; 2025Q4: 4,938 shares 4,938 $1.43M 0.02% +42 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,336 shares; 2024Q4: 73,451 shares; 2025Q1: 72,426 shares; 2025Q2: 71,779 shares; 2025Q3: 60,867 shares; 2025Q4: 61,805 shares 61,805 $1.42M 0.02% +938 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 3,026 shares; 2025Q1: 3,681 shares; 2025Q2: 4,212 shares; 2025Q3: 5,513 shares; 2025Q4: 5,238 shares 5,238 $1.42M 0.02% -275 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 27,291 shares; 2025Q4: 28,061 shares 28,061 $1.41M 0.02% +770 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 2,091 shares; 2025Q1: 2,268 shares; 2025Q2: 2,598 shares; 2025Q3: 2,666 shares; 2025Q4: 2,580 shares 2,580 $1.35M 0.02% -86 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: 7,752 shares; 2024Q4: 3,522 shares; 2025Q1: 3,435 shares; 2025Q2: 3,919 shares; 2025Q3: 2,981 shares; 2025Q4: 3,848 shares 3,848 $1.35M 0.02% +867 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 4,294 shares; 2025Q1: 4,752 shares; 2025Q2: 4,876 shares; 2025Q3: 4,707 shares; 2025Q4: 4,579 shares 4,579 $1.34M 0.02% -128 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,119 shares; 2024Q4: 81,333 shares; 2025Q1: 66,006 shares; 2025Q2: 85,122 shares; 2025Q3: 98,207 shares; 2025Q4: 82,307 shares 82,307 $1.33M 0.01% -15,900 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: 2,578 shares; 2024Q4: 956 shares; 2025Q1: 1,152 shares; 2025Q2: 1,199 shares; 2025Q3: 1,191 shares; 2025Q4: 1,236 shares 1,236 $1.32M 0.01% +45 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: 14,197 shares; 2024Q4: 7,175 shares; 2025Q1: 7,435 shares; 2025Q2: 7,829 shares; 2025Q3: 7,931 shares; 2025Q4: 7,654 shares 7,654 $1.31M 0.01% -277 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,189 shares; 2024Q4: 47,552 shares; 2025Q1: 35,716 shares; 2025Q2: 36,117 shares; 2025Q3: 36,338 shares; 2025Q4: 35,896 shares 35,896 $1.3M 0.01% -442 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 8,511 shares; 2025Q1: 12,790 shares; 2025Q2: 12,751 shares; 2025Q3: 13,402 shares; 2025Q4: 16,255 shares 16,255 $1.3M 0.01% +2,853 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: 19,517 shares; 2024Q4: 9,205 shares; 2025Q1: 11,000 shares; 2025Q2: 14,179 shares; 2025Q3: 13,364 shares; 2025Q4: 12,905 shares 12,905 $1.29M 0.01% -459 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,167 shares; 2025Q1: 3,925 shares; 2025Q2: 4,189 shares; 2025Q3: 4,321 shares; 2025Q4: 4,163 shares 4,163 $1.26M 0.01% -158 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 300 shares; 2025Q1: 26,932 shares; 2025Q2: 26,932 shares; 2025Q3: 27,832 shares; 2025Q4: 27,432 shares 27,432 $1.26M 0.01% -400 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,330 shares; 2024Q4: 19,444 shares; 2025Q1: 18,510 shares; 2025Q2: 16,889 shares; 2025Q3: 16,689 shares; 2025Q4: 18,235 shares 18,235 $1.25M 0.01% +1,546 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,155 shares; 2025Q1: 1,364 shares; 2025Q2: 1,490 shares; 2025Q3: 1,704 shares; 2025Q4: 8,059 shares 8,059 $1.23M 0.01% +6,355 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 19,467 shares; 2025Q1: 19,634 shares; 2025Q2: 18,674 shares; 2025Q3: 18,080 shares; 2025Q4: 17,390 shares 17,390 $1.21M 0.01% -690 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,425 shares; 2024Q4: 25,539 shares; 2025Q1: 48,078 shares; 2025Q2: 54,337 shares; 2025Q3: 55,880 shares; 2025Q4: 47,140 shares 47,140 $1.2M 0.01% -8,740 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,260 shares; 2025Q1: 4,509 shares; 2025Q2: 5,758 shares; 2025Q3: 7,974 shares; 2025Q4: 7,337 shares 7,337 $1.19M 0.01% -637 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: 6,927 shares; 2024Q4: 5,778 shares; 2025Q1: 5,344 shares; 2025Q2: 4,475 shares; 2025Q3: 4,468 shares; 2025Q4: 4,549 shares 4,549 $1.17M 0.01% +81 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,219 shares; 2024Q4: 15,940 shares; 2025Q1: 15,940 shares; 2025Q2: 15,940 shares; 2025Q3: 15,940 shares; 2025Q4: 47,888 shares 47,888 $1.16M 0.01% +31,948 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 29,693 shares; 2025Q1: 36,060 shares; 2025Q2: 35,680 shares; 2025Q3: 35,680 shares; 2025Q4: 34,556 shares 34,556 $1.16M 0.01% -1,124 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: 60,665 shares; 2024Q4: 41,830 shares; 2025Q1: 35,417 shares; 2025Q2: 33,178 shares; 2025Q3: 33,126 shares; 2025Q4: 31,149 shares 31,149 $1.15M 0.01% -1,977 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 3,241 shares; 2025Q1: 4,169 shares; 2025Q2: 4,918 shares; 2025Q3: 5,115 shares; 2025Q4: 5,045 shares 5,045 $1.15M 0.01% -70 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 2,525 shares; 2025Q1: 2,913 shares; 2025Q2: 3,066 shares; 2025Q3: 3,306 shares; 2025Q4: 2,995 shares 2,995 $1.15M 0.01% -311 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: 2,498 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 3,246 shares; 2025Q3: 3,801 shares; 2025Q4: 7,968 shares 7,968 $1.15M 0.01% +4,167 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,081 shares; 2025Q1: 3,775 shares; 2025Q2: 4,824 shares; 2025Q3: 4,987 shares; 2025Q4: 4,733 shares 4,733 $1.15M 0.01% -254 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 10,468 shares; 2025Q1: 12,295 shares; 2025Q2: 13,622 shares; 2025Q3: 14,931 shares; 2025Q4: 13,200 shares 13,200 $1.14M 0.01% -1,731 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,153 shares; 2024Q4: 28,397 shares; 2025Q1: 30,751 shares; 2025Q2: 22,334 shares; 2025Q3: 23,783 shares; 2025Q4: 24,574 shares 24,574 $1.14M 0.01% +791 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,486 shares; 2024Q4: 44,449 shares; 2025Q1: 45,662 shares; 2025Q2: 46,240 shares; 2025Q3: 44,244 shares; 2025Q4: 40,452 shares 40,452 $1.13M 0.01% -3,792 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,372 shares; 2024Q4: 18,588 shares; 2025Q1: 19,219 shares; 2025Q2: 22,057 shares; 2025Q3: 21,915 shares; 2025Q4: 19,239 shares 19,239 $1.13M 0.01% -2,676 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 37,345 shares; 2025Q1: 39,646 shares; 2025Q2: 42,635 shares; 2025Q3: 30,278 shares; 2025Q4: 30,393 shares 30,393 $1.12M 0.01% +115 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: 21,107 shares; 2024Q4: 14,906 shares; 2025Q1: 15,275 shares; 2025Q2: 14,913 shares; 2025Q3: 15,079 shares; 2025Q4: 15,233 shares 15,233 $1.12M 0.01% +154 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,924 shares; 2024Q4: 45,183 shares; 2025Q1: 62,528 shares; 2025Q2: 66,410 shares; 2025Q3: 68,528 shares; 2025Q4: 64,094 shares 64,094 $1.12M 0.01% -4,434 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,827 shares; 2024Q4: 17,796 shares; 2025Q1: 14,195 shares; 2025Q2: 11,845 shares; 2025Q3: 11,307 shares; 2025Q4: 11,622 shares 11,622 $1.12M 0.01% +315 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 5,274 shares; 2025Q1: 7,868 shares; 2025Q2: 8,544 shares; 2025Q3: 11,140 shares; 2025Q4: 9,507 shares 9,507 $1.12M 0.01% -1,633 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,495 shares; 2025Q1: 1,553 shares; 2025Q2: 1,614 shares; 2025Q3: 1,433 shares; 2025Q4: 1,815 shares 1,815 $1.11M 0.01% +382 Timeline JVAL 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: 17,782 shares; 2024Q4: 19,645 shares; 2025Q1: 9,539 shares; 2025Q2: 18,306 shares; 2025Q3: 19,254 shares; 2025Q4: 22,541 shares 22,541 $1.11M 0.01% +3,287 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: 28,058 shares; 2024Q4: 16,364 shares; 2025Q1: 16,857 shares; 2025Q2: 19,640 shares; 2025Q3: 19,819 shares; 2025Q4: 19,129 shares 19,129 $1.1M 0.01% -690 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: 24,380 shares; 2024Q4: 24,171 shares; 2025Q1: 22,457 shares; 2025Q2: 22,035 shares; 2025Q3: 25,840 shares; 2025Q4: 27,853 shares 27,853 $1.1M 0.01% +2,013 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,634 shares; 2024Q4: 12,475 shares; 2025Q1: 13,256 shares; 2025Q2: 13,928 shares; 2025Q3: 15,974 shares; 2025Q4: 12,903 shares 12,903 $1.09M 0.01% -3,071 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 957 shares; 2025Q1: 1,115 shares; 2025Q2: 1,751 shares; 2025Q3: 1,760 shares; 2025Q4: 1,231 shares 1,231 $1.08M 0.01% -529 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 4,597 shares; 2025Q1: 5,623 shares; 2025Q2: 6,207 shares; 2025Q3: 6,582 shares; 2025Q4: 5,607 shares 5,607 $1.07M 0.01% -975 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 1,348 shares; 2025Q1: 1,456 shares; 2025Q2: 33,657 shares; 2025Q3: 35,321 shares; 2025Q4: 37,185 shares 37,185 $1.07M 0.01% +1,864 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: 507 shares; 2025Q1: 633 shares; 2025Q2: 964 shares; 2025Q3: 996 shares; 2025Q4: 985 shares 985 $1.05M 0.01% -11 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,362 shares; 2024Q4: 29,672 shares; 2025Q1: 27,620 shares; 2025Q2: 30,718 shares; 2025Q3: 31,559 shares; 2025Q4: 33,976 shares 33,976 $1.05M 0.01% +2,417 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,027 shares; 2025Q1: 3,420 shares; 2025Q2: 3,632 shares; 2025Q3: 1,994 shares; 2025Q4: 1,838 shares 1,838 $1.05M 0.01% -156 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 4,021 shares; 2025Q1: 4,341 shares; 2025Q2: 5,070 shares; 2025Q3: 8,237 shares; 2025Q4: 8,961 shares 8,961 $1.05M 0.01% +724 Timeline JBND 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: 3,000 shares; 2025Q1: 13,835 shares; 2025Q2: 19,718 shares; 2025Q3: 19,090 shares; 2025Q4: 19,313 shares 19,313 $1.04M 0.01% +223 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 11,270 shares; 2025Q1: 8,733 shares; 2025Q2: 16,959 shares; 2025Q3: 17,034 shares; 2025Q4: 17,288 shares 17,288 $1.04M 0.01% +254 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,511 shares; 2025Q1: 3,377 shares; 2025Q2: 3,627 shares; 2025Q3: 3,607 shares; 2025Q4: 3,425 shares 3,425 $1.03M 0.01% -182 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: 2,949 shares; 2024Q4: 3,883 shares; 2025Q1: 3,897 shares; 2025Q2: 4,416 shares; 2025Q3: 6,005 shares; 2025Q4: 5,573 shares 5,573 $1.03M 0.01% -432 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,351 shares; 2024Q4: 5,701 shares; 2025Q1: 7,811 shares; 2025Q2: 14,628 shares; 2025Q3: 36,563 shares; 2025Q4: 36,419 shares 36,419 $1.03M 0.01% -144 Timeline DFAX 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: 18,122 shares; 2024Q4: 30,206 shares; 2025Q1: 30,206 shares; 2025Q2: 30,550 shares; 2025Q3: 30,854 shares; 2025Q4: 31,298 shares 31,298 $1.02M 0.01% +444 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,048 shares; 2025Q1: 648 shares; 2025Q2: 1,667 shares; 2025Q3: 1,731 shares; 2025Q4: 1,523 shares 1,523 $1.01M 0.01% -208 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 2,052 shares; 2025Q1: 2,556 shares; 2025Q2: 2,808 shares; 2025Q3: 2,954 shares; 2025Q4: 2,913 shares 2,913 $1M 0.01% -41 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: 5,177 shares; 2024Q4: 5,526 shares; 2025Q1: 5,793 shares; 2025Q2: 6,287 shares; 2025Q3: 6,904 shares; 2025Q4: 5,711 shares 5,711 $1M 0.01% -1,193 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: 1,407 shares; 2024Q4: 1,023 shares; 2025Q1: 393 shares; 2025Q2: 3,529 shares; 2025Q3: 4,375 shares; 2025Q4: 4,529 shares 4,529 $993K 0.01% +154 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,716 shares; 2024Q4: 11,249 shares; 2025Q1: 9,649 shares; 2025Q2: 9,090 shares; 2025Q3: 10,348 shares; 2025Q4: 10,278 shares 10,278 $987K 0.01% -70 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: 25,501 shares; 2024Q4: 23,741 shares; 2025Q1: 23,834 shares; 2025Q2: 22,547 shares; 2025Q3: 22,134 shares; 2025Q4: 18,093 shares 18,093 $976K 0.01% -4,041 Timeline DFAW 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: 6,440 shares; 2024Q4: 9,236 shares; 2025Q1: 8,471 shares; 2025Q2: 11,469 shares; 2025Q3: 11,521 shares; 2025Q4: 13,060 shares 13,060 $966K 0.01% +1,539 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 4,905 shares; 2025Q1: 4,820 shares; 2025Q2: 4,706 shares; 2025Q3: 4,860 shares; 2025Q4: 4,730 shares 4,730 $960K 0.01% -130 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,659 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 10,033 shares; 2025Q4: 11,167 shares 11,167 $958K 0.01% +1,134 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 7,786 shares; 2025Q1: 7,579 shares; 2025Q2: 7,574 shares; 2025Q3: 7,555 shares; 2025Q4: 11,216 shares 11,216 $956K 0.01% +3,661 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,422 shares; 2024Q4: 16,284 shares; 2025Q1: 16,820 shares; 2025Q2: 17,194 shares; 2025Q3: 17,076 shares; 2025Q4: 16,839 shares 16,839 $949K 0.01% -237 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,123 shares; 2024Q4: 32,589 shares; 2025Q1: 32,046 shares; 2025Q2: 32,527 shares; 2025Q3: 31,105 shares; 2025Q4: 31,638 shares 31,638 $945K 0.01% +533 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: 4,679 shares; 2024Q4: 3,507 shares; 2025Q1: 4,041 shares; 2025Q2: 4,304 shares; 2025Q3: 4,592 shares; 2025Q4: 4,455 shares 4,455 $944K 0.01% -137 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 18,458 shares; 2025Q1: 15,153 shares; 2025Q2: 16,969 shares; 2025Q3: 17,636 shares; 2025Q4: 19,611 shares 19,611 $938K 0.01% +1,975 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 3,841 shares; 2025Q2: 3,868 shares; 2025Q3: 4,163 shares; 2025Q4: 4,169 shares 4,169 $937K 0.01% +6 Timeline FLTR 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: 25,735 shares; 2025Q2: 61,835 shares; 2025Q3: 72,363 shares; 2025Q4: 36,697 shares 36,697 $935K 0.01% -35,666 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,878 shares; 2025Q1: 7,376 shares; 2025Q2: 7,673 shares; 2025Q3: 8,342 shares; 2025Q4: 7,867 shares 7,867 $932K 0.01% -475 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: 2,508 shares; 2024Q4: 2,638 shares; 2025Q1: 2,593 shares; 2025Q2: 2,778 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares 3,014 $931K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 1,089 shares; 2025Q1: 1,188 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 9,560 shares 9,560 $929K 0.01% +8,383 Timeline EWT 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: 9,794 shares; 2024Q4: 14,660 shares; 2025Q1: 14,360 shares; 2025Q2: 8,819 shares; 2025Q3: 14,817 shares; 2025Q4: 14,597 shares 14,597 $927K 0.01% -220 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,567 shares; 2024Q4: 11,180 shares; 2025Q1: 11,180 shares; 2025Q2: 11,180 shares; 2025Q3: 12,612 shares; 2025Q4: 13,659 shares 13,659 $924K 0.01% +1,047 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: 4,551 shares; 2024Q4: 7,323 shares; 2025Q1: 5,258 shares; 2025Q2: 5,105 shares; 2025Q3: 5,116 shares; 2025Q4: 6,476 shares 6,476 $914K 0.01% +1,360 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 3,792 shares; 2025Q1: 4,819 shares; 2025Q2: 12,592 shares; 2025Q3: 12,416 shares; 2025Q4: 17,143 shares 17,143 $912K 0.01% +4,727 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: 11,955 shares; 2024Q4: 11,813 shares; 2025Q1: 12,782 shares; 2025Q2: 14,540 shares; 2025Q3: 14,846 shares; 2025Q4: 14,242 shares 14,242 $907K 0.01% -604 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: 5,785 shares; 2024Q4: 3,590 shares; 2025Q1: 3,902 shares; 2025Q2: 3,616 shares; 2025Q3: 4,324 shares; 2025Q4: 3,734 shares 3,734 $907K 0.01% -590 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 3,106 shares; 2025Q1: 3,984 shares; 2025Q2: 4,426 shares; 2025Q3: 4,691 shares; 2025Q4: 4,399 shares 4,399 $895K 0.01% -292 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,243 shares; 2025Q1: 3,443 shares; 2025Q2: 3,628 shares; 2025Q3: 2,793 shares; 2025Q4: 2,628 shares 2,628 $894K 0.01% -165 Timeline DFGR 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: 17,320 shares; 2024Q4: 32,629 shares; 2025Q1: 35,184 shares; 2025Q2: 37,015 shares; 2025Q3: 37,463 shares; 2025Q4: 33,707 shares 33,707 $891K 0.01% -3,756 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,131 shares; 2024Q4: 10,928 shares; 2025Q1: 8,854 shares; 2025Q2: 11,549 shares; 2025Q3: 16,121 shares; 2025Q4: 15,019 shares 15,019 $883K 0.01% -1,102 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 31,721 shares; 2025Q1: 31,151 shares; 2025Q2: 22,339 shares; 2025Q3: 22,028 shares; 2025Q4: 19,438 shares 19,438 $877K 0.01% -2,590 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 2,663 shares; 2025Q1: 2,801 shares; 2025Q2: 3,013 shares; 2025Q3: 2,378 shares; 2025Q4: 2,248 shares 2,248 $875K 0.01% -130 Timeline GBIL 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: 5,839 shares; 2024Q4: 10,352 shares; 2025Q1: 15,220 shares; 2025Q2: 12,767 shares; 2025Q3: 8,508 shares; 2025Q4: 8,608 shares 8,608 $860K 0.01% +100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 9,843 shares; 2025Q1: 7,215 shares; 2025Q2: 7,183 shares; 2025Q3: 7,226 shares; 2025Q4: 6,996 shares 6,996 $860K 0.01% -230 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,210 shares; 2025Q1: 1,498 shares; 2025Q2: 1,600 shares; 2025Q3: 1,722 shares; 2025Q4: 1,682 shares 1,682 $859K 0.01% -40 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 12,288 shares; 2025Q1: 13,531 shares; 2025Q2: 15,014 shares; 2025Q3: 15,056 shares; 2025Q4: 13,194 shares 13,194 $858K 0.01% -1,862 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 16,431 shares; 2025Q1: 17,319 shares; 2025Q2: 34,487 shares; 2025Q3: 36,650 shares; 2025Q4: 33,186 shares 33,186 $850K 0.01% -3,464 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 4,478 shares; 2025Q1: 4,848 shares; 2025Q2: 4,916 shares; 2025Q3: 5,077 shares; 2025Q4: 3,960 shares 3,960 $848K 0.01% -1,117 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 16,717 shares; 2025Q1: 41,665 shares; 2025Q2: 24,119 shares; 2025Q3: 25,930 shares; 2025Q4: 28,904 shares 28,904 $846K 0.01% +2,974 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 2,403 shares; 2025Q1: 2,381 shares; 2025Q2: 2,396 shares; 2025Q3: 2,404 shares; 2025Q4: 2,392 shares 2,392 $845K 0.01% -12 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: 11,236 shares; 2024Q4: 9,254 shares; 2025Q1: 16,252 shares; 2025Q2: 19,647 shares; 2025Q3: 19,830 shares; 2025Q4: 15,199 shares 15,199 $832K 0.01% -4,631 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 12,538 shares; 2025Q1: 14,039 shares; 2025Q2: 16,111 shares; 2025Q3: 16,949 shares; 2025Q4: 15,336 shares 15,336 $829K 0.01% -1,613 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,173 shares; 2024Q4: 50,245 shares; 2025Q1: 55,003 shares; 2025Q2: 52,096 shares; 2025Q3: 55,000 shares; 2025Q4: 81,731 shares 81,731 $826K 0.01% +26,731 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 47,854 shares; 2025Q1: 68,622 shares; 2025Q2: 68,622 shares; 2025Q3: 71,922 shares; 2025Q4: 64,854 shares 64,854 $826K 0.01% -7,068 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 3,662 shares; 2025Q1: 4,634 shares; 2025Q2: 4,966 shares; 2025Q3: 5,339 shares; 2025Q4: 5,137 shares 5,137 $825K 0.01% -202 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 2,944 shares; 2025Q1: 3,749 shares; 2025Q2: 3,962 shares; 2025Q3: 4,258 shares; 2025Q4: 3,376 shares 3,376 $822K 0.01% -882 Timeline SYSB 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: 9,085 shares 9,085 $816K 0.01% new Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,542 shares; 2024Q4: 32,472 shares; 2025Q1: 36,996 shares; 2025Q2: 42,092 shares; 2025Q3: 45,290 shares; 2025Q4: 39,693 shares 39,693 $815K 0.01% -5,597 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,371 shares 12,371 $809K 0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 4,807 shares; 2025Q1: 5,979 shares; 2025Q2: 6,631 shares; 2025Q3: 9,358 shares; 2025Q4: 7,980 shares 7,980 $807K 0.01% -1,378 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 1,633 shares; 2025Q1: 1,647 shares; 2025Q2: 1,672 shares; 2025Q3: 1,682 shares; 2025Q4: 1,659 shares 1,659 $806K 0.01% -23 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,399 shares; 2024Q4: 26,375 shares; 2025Q1: 31,475 shares; 2025Q2: 33,396 shares; 2025Q3: 35,012 shares; 2025Q4: 32,855 shares 32,855 $799K 0.01% -2,157 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,096 shares; 2024Q4: 10,302 shares; 2025Q1: 11,148 shares; 2025Q2: 11,461 shares; 2025Q3: 11,391 shares; 2025Q4: 9,917 shares 9,917 $796K 0.01% -1,474 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,098 shares; 2024Q4: 13,961 shares; 2025Q1: 26,291 shares; 2025Q2: 29,012 shares; 2025Q3: 30,647 shares; 2025Q4: 26,467 shares 26,467 $792K 0.01% -4,180 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,445 shares; 2024Q4: 167,744 shares; 2025Q1: 86,914 shares; 2025Q2: 79,403 shares; 2025Q3: 13,437 shares; 2025Q4: 6,947 shares 6,947 $791K 0.01% -6,490 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 3,765 shares; 2025Q1: 3,867 shares; 2025Q2: 3,806 shares; 2025Q3: 3,852 shares; 2025Q4: 3,808 shares 3,808 $786K 0.01% -44 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 1,839 shares; 2025Q1: 1,294 shares; 2025Q2: 2,195 shares; 2025Q3: 2,175 shares; 2025Q4: 5,419 shares 5,419 $777K 0.01% +3,244 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 7,086 shares; 2025Q1: 6,839 shares; 2025Q2: 4,685 shares; 2025Q3: 4,763 shares; 2025Q4: 5,610 shares 5,610 $774K 0.01% +847 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,181 shares; 2025Q1: 1,584 shares; 2025Q2: 1,957 shares; 2025Q3: 2,054 shares; 2025Q4: 1,822 shares 1,822 $765K 0.01% -232 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 1,617 shares; 2025Q1: 2,051 shares; 2025Q2: 2,134 shares; 2025Q3: 2,367 shares; 2025Q4: 2,269 shares 2,269 $764K 0.01% -98 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,910 shares; 2025Q1: 2,563 shares; 2025Q2: 2,798 shares; 2025Q3: 2,843 shares; 2025Q4: 2,643 shares 2,643 $758K 0.01% -200 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,893 shares; 2024Q4: 16,510 shares; 2025Q1: 19,453 shares; 2025Q2: 20,557 shares; 2025Q3: 21,660 shares; 2025Q4: 18,157 shares 18,157 $757K 0.01% -3,503 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 9,232 shares; 2025Q1: 9,900 shares; 2025Q2: 7,351 shares; 2025Q3: 10,383 shares; 2025Q4: 11,236 shares 11,236 $742K 0.01% +853 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,100 shares; 2025Q1: 1,138 shares; 2025Q2: 1,267 shares; 2025Q3: 1,230 shares; 2025Q4: 1,753 shares 1,753 $740K 0.01% +523 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 8,190 shares; 2025Q1: 9,109 shares; 2025Q2: 10,073 shares; 2025Q3: 10,415 shares; 2025Q4: 9,334 shares 9,334 $738K 0.01% -1,081 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 9,635 shares; 2025Q1: 14,151 shares; 2025Q2: 16,194 shares; 2025Q3: 17,664 shares; 2025Q4: 16,356 shares 16,356 $737K 0.01% -1,308 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 3,729 shares; 2025Q1: 4,739 shares; 2025Q2: 5,083 shares; 2025Q3: 5,489 shares; 2025Q4: 4,343 shares 4,343 $736K 0.01% -1,146 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,663 shares; 2024Q4: 25,981 shares; 2025Q1: 25,537 shares; 2025Q2: 62,536 shares; 2025Q3: 60,934 shares; 2025Q4: 100,392 shares 100,392 $735K 0.01% +39,458 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,807 shares; 2024Q4: 11,101 shares; 2025Q1: 11,459 shares; 2025Q2: 11,260 shares; 2025Q3: 11,560 shares; 2025Q4: 10,943 shares 10,943 $733K 0.01% -617 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,718 shares; 2024Q4: 23,847 shares; 2025Q1: 30,530 shares; 2025Q2: 32,552 shares; 2025Q3: 35,327 shares; 2025Q4: 27,958 shares 27,958 $727K 0.01% -7,369 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 1,064 shares; 2025Q1: 7,772 shares; 2025Q2: 8,254 shares; 2025Q3: 36,168 shares; 2025Q4: 34,460 shares 34,460 $725K 0.01% -1,708 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 1,765 shares; 2025Q1: 2,087 shares; 2025Q2: 1,950 shares; 2025Q3: 13,485 shares; 2025Q4: 13,982 shares 13,982 $724K 0.01% +497 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,086 shares; 2024Q4: 22,761 shares; 2025Q1: 22,590 shares; 2025Q2: 24,045 shares; 2025Q3: 24,033 shares; 2025Q4: 23,704 shares 23,704 $724K 0.01% -329 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 613 shares; 2025Q1: 862 shares; 2025Q2: 733 shares; 2025Q3: 620 shares; 2025Q4: 1,357 shares 1,357 $723K 0.01% +737 Timeline GDXJ 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: 1,400 shares; 2024Q4: 1,600 shares; 2025Q1: 6,247 shares; 2025Q2: 6,247 shares; 2025Q3: 6,637 shares; 2025Q4: 6,345 shares 6,345 $722K 0.01% -292 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 2,390 shares; 2025Q1: 6,465 shares; 2025Q2: 6,745 shares; 2025Q3: 6,506 shares; 2025Q4: 6,415 shares 6,415 $721K 0.01% -91 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,126 shares; 2024Q4: 56,687 shares; 2025Q1: 55,747 shares; 2025Q2: 55,747 shares; 2025Q3: 54,782 shares; 2025Q4: 42,354 shares 42,354 $718K 0.01% -12,428 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 6,364 shares; 2025Q1: 6,124 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,780 shares 7,780 $718K 0.01% +780 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 4,122 shares; 2025Q1: 4,989 shares; 2025Q2: 4,973 shares; 2025Q3: 5,301 shares; 2025Q4: 5,130 shares 5,130 $717K 0.01% -171 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,193 shares; 2025Q4: 82,234 shares 82,234 $716K 0.01% +4,041 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,910 shares; 2024Q4: 14,942 shares; 2025Q1: 26,187 shares; 2025Q2: 25,457 shares; 2025Q3: 28,801 shares; 2025Q4: 29,800 shares 29,800 $716K 0.01% +999 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 2,792 shares; 2025Q1: 3,144 shares; 2025Q2: 2,883 shares; 2025Q3: 2,480 shares; 2025Q4: 2,294 shares 2,294 $716K 0.01% -186 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: 5,312 shares; 2024Q4: 4,849 shares; 2025Q1: 5,474 shares; 2025Q2: 11,271 shares; 2025Q3: 11,495 shares; 2025Q4: 10,763 shares 10,763 $715K 0.01% -732 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 3,803 shares; 2025Q1: 3,827 shares; 2025Q2: 3,739 shares; 2025Q3: 3,060 shares; 2025Q4: 2,741 shares 2,741 $709K 0.01% -319 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 912 shares; 2025Q1: 919 shares; 2025Q2: 965 shares; 2025Q3: 966 shares; 2025Q4: 919 shares 919 $704K 0.01% -47 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 2,386 shares; 2025Q1: 2,808 shares; 2025Q2: 2,281 shares; 2025Q3: 2,465 shares; 2025Q4: 2,144 shares 2,144 $702K 0.01% -321 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 8,287 shares; 2025Q1: 10,121 shares; 2025Q2: 9,831 shares; 2025Q3: 9,706 shares; 2025Q4: 8,802 shares 8,802 $699K 0.01% -904 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,522 shares; 2025Q3: 1,210 shares; 2025Q4: 15,972 shares 15,972 $697K 0.01% +14,762 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,295 shares; 2024Q4: 4,439 shares; 2025Q1: 4,426 shares; 2025Q2: 12,609 shares; 2025Q3: 12,717 shares; 2025Q4: 11,523 shares 11,523 $696K 0.01% -1,194 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: 1,457 shares; 2024Q4: 1,218 shares; 2025Q1: 1,081 shares; 2025Q2: 964 shares; 2025Q3: 1,399 shares; 2025Q4: 1,193 shares 1,193 $693K 0.01% -206 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,243 shares; 2024Q4: 7,117 shares; 2025Q1: 6,109 shares; 2025Q2: 5,665 shares; 2025Q3: 8,526 shares; 2025Q4: 8,049 shares 8,049 $693K 0.01% -477 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 7,398 shares; 2025Q1: 8,070 shares; 2025Q2: 7,247 shares; 2025Q3: 7,573 shares; 2025Q4: 8,719 shares 8,719 $692K 0.01% +1,146 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: 7,528 shares; 2024Q4: 3,147 shares; 2025Q1: 3,888 shares; 2025Q2: 4,544 shares; 2025Q3: 4,727 shares; 2025Q4: 4,752 shares 4,752 $684K 0.01% +25 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,544 shares; 2025Q1: 1,645 shares; 2025Q2: 1,790 shares; 2025Q3: 1,697 shares; 2025Q4: 1,594 shares 1,594 $682K 0.01% -103 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2025Q3: not reported; 2025Q4: 10,408 shares 10,408 $681K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 1,716 shares; 2025Q1: 1,364 shares; 2025Q2: 2,316 shares; 2025Q3: 2,363 shares; 2025Q4: 2,493 shares 2,493 $681K 0.01% +130 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,954 shares; 2025Q2: 4,108 shares; 2025Q3: 4,543 shares; 2025Q4: 4,729 shares 4,729 $680K 0.01% +186 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 410 shares; 2025Q1: 2,957 shares; 2025Q2: 3,135 shares; 2025Q3: 3,232 shares; 2025Q4: 3,241 shares 3,241 $679K 0.01% +9 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 2,631 shares; 2025Q2: 3,908 shares; 2025Q3: 4,045 shares; 2025Q4: 4,227 shares 4,227 $675K 0.01% +182 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,782 shares; 2024Q4: 56,221 shares; 2025Q1: 77,678 shares; 2025Q2: 99,341 shares; 2025Q3: 137,738 shares; 2025Q4: 85,486 shares 85,486 $672K 0.01% -52,252 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 3,651 shares; 2025Q1: 3,494 shares; 2025Q2: 3,784 shares; 2025Q3: 4,044 shares; 2025Q4: 3,856 shares 3,856 $672K 0.01% -188 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,543 shares; 2025Q1: 3,692 shares; 2025Q2: 2,983 shares; 2025Q3: 3,487 shares; 2025Q4: 3,273 shares 3,273 $671K 0.01% -214 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,694 shares; 2024Q4: 873 shares; 2025Q1: 24,867 shares; 2025Q2: 36,912 shares; 2025Q3: 36,912 shares; 2025Q4: 33,937 shares 33,937 $670K 0.01% -2,975 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 754 shares; 2025Q1: 945 shares; 2025Q2: 926 shares; 2025Q3: 897 shares; 2025Q4: 1,102 shares 1,102 $665K 0.01% +205 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 54,454 shares; 2025Q1: 66,782 shares; 2025Q2: 67,437 shares; 2025Q3: 75,437 shares; 2025Q4: 95,601 shares 95,601 $664K 0.01% +20,164 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,425 shares; 2024Q4: 131,362 shares; 2025Q1: 149,600 shares; 2025Q2: 146,197 shares; 2025Q3: 133,456 shares; 2025Q4: 124,960 shares 124,960 $662K 0.01% -8,496 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 8,358 shares; 2025Q1: 8,404 shares; 2025Q2: 8,358 shares; 2025Q3: 9,533 shares; 2025Q4: 8,666 shares 8,666 $657K 0.01% -867 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,024 shares; 2025Q1: 1,249 shares; 2025Q2: 1,235 shares; 2025Q3: 1,229 shares; 2025Q4: 1,133 shares 1,133 $657K 0.01% -96 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 11,231 shares; 2025Q1: 12,976 shares; 2025Q2: 16,556 shares; 2025Q3: 15,944 shares; 2025Q4: 14,903 shares 14,903 $653K 0.01% -1,041 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: 20,773 shares; 2024Q4: 21,784 shares; 2025Q1: 29,051 shares; 2025Q2: 31,575 shares; 2025Q3: 42,000 shares; 2025Q4: 38,989 shares 38,989 $653K 0.01% -3,011 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,788 shares; 2024Q4: 13,686 shares; 2025Q1: 13,705 shares; 2025Q2: 13,964 shares; 2025Q3: 13,686 shares; 2025Q4: 13,686 shares 13,686 $650K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,301 shares; 2024Q4: 23,872 shares; 2025Q1: 21,512 shares; 2025Q2: 19,882 shares; 2025Q3: 19,571 shares; 2025Q4: 18,667 shares 18,667 $648K 0.01% -904 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,118 shares; 2024Q4: 6,021 shares; 2025Q1: 7,637 shares; 2025Q2: 8,322 shares; 2025Q3: 8,960 shares; 2025Q4: 8,702 shares 8,702 $648K 0.01% -258 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 667 shares; 2025Q1: 833 shares; 2025Q2: 906 shares; 2025Q3: 926 shares; 2025Q4: 715 shares 715 $648K 0.01% -211 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: 19,715 shares; 2024Q4: 5,797 shares; 2025Q1: 6,025 shares; 2025Q2: 6,521 shares; 2025Q3: 6,623 shares; 2025Q4: 7,922 shares 7,922 $647K 0.01% +1,299 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,123 shares; 2024Q4: 10,239 shares; 2025Q1: 9,268 shares; 2025Q2: 10,230 shares; 2025Q3: 10,296 shares; 2025Q4: 12,123 shares 12,123 $647K 0.01% +1,827 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,879 shares; 2025Q1: 4,414 shares; 2025Q2: 4,848 shares; 2025Q3: 5,562 shares; 2025Q4: 5,567 shares 5,567 $646K 0.01% +5 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,185 shares; 2024Q4: 31,660 shares; 2025Q1: 19,754 shares; 2025Q2: 17,828 shares; 2025Q3: 28,184 shares; 2025Q4: 36,098 shares 36,098 $643K 0.01% +7,914 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: 45,891 shares; 2024Q4: 26,711 shares; 2025Q1: 33,752 shares; 2025Q2: 35,661 shares; 2025Q3: 37,695 shares; 2025Q4: 21,519 shares 21,519 $643K 0.01% -16,176 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 2,564 shares; 2025Q1: 3,249 shares; 2025Q2: 8,305 shares; 2025Q3: 8,756 shares; 2025Q4: 8,306 shares 8,306 $642K 0.01% -450 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 4,217 shares; 2025Q1: 5,157 shares; 2025Q2: 5,419 shares; 2025Q3: 5,648 shares; 2025Q4: 4,310 shares 4,310 $641K 0.01% -1,338 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,512 shares; 2024Q4: 31,950 shares; 2025Q1: 25,716 shares; 2025Q2: 26,296 shares; 2025Q3: 26,846 shares; 2025Q4: 27,386 shares 27,386 $639K 0.01% +540 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,076 shares; 2025Q1: 1,326 shares; 2025Q2: 1,477 shares; 2025Q3: 1,611 shares; 2025Q4: 1,579 shares 1,579 $635K 0.01% -32 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 15 shares; 2025Q1: 877 shares; 2025Q2: 973 shares; 2025Q3: 2,176 shares; 2025Q4: 3,052 shares 3,052 $633K 0.01% +876 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: 6,523 shares; 2024Q4: 4,224 shares; 2025Q1: 4,935 shares; 2025Q2: 7,591 shares; 2025Q3: 8,254 shares; 2025Q4: 4,741 shares 4,741 $629K 0.01% -3,513 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,747 shares; 2025Q1: 18,834 shares; 2025Q2: 19,800 shares; 2025Q3: 20,879 shares; 2025Q4: 16,262 shares 16,262 $629K 0.01% -4,617 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,275 shares; 2025Q1: 1,699 shares; 2025Q2: 1,805 shares; 2025Q3: 1,892 shares; 2025Q4: 1,908 shares 1,908 $627K 0.01% +16 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 508 shares; 2025Q1: 2,633 shares; 2025Q2: 2,390 shares; 2025Q3: 3,075 shares; 2025Q4: 2,765 shares 2,765 $626K 0.01% -310 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 3,438 shares; 2025Q3: 3,630 shares; 2025Q4: 1,692 shares 1,692 $624K 0.01% -1,938 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 5,027 shares; 2025Q1: 4,762 shares; 2025Q2: 17,982 shares; 2025Q3: 19,061 shares; 2025Q4: 19,024 shares 19,024 $621K 0.01% -37 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 3,526 shares; 2025Q1: 3,998 shares; 2025Q2: 4,497 shares; 2025Q3: 5,640 shares; 2025Q4: 5,033 shares 5,033 $618K 0.01% -607 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 3,255 shares; 2025Q1: 3,108 shares; 2025Q2: 2,861 shares; 2025Q3: 2,981 shares; 2025Q4: 3,004 shares 3,004 $617K 0.01% +23 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 11,888 shares; 2025Q1: 10,274 shares; 2025Q2: 9,712 shares; 2025Q3: 9,297 shares; 2025Q4: 8,927 shares 8,927 $612K 0.01% -370 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: 5,468 shares; 2024Q4: 1,811 shares; 2025Q1: 2,379 shares; 2025Q2: 2,759 shares; 2025Q3: 4,744 shares; 2025Q4: 3,799 shares 3,799 $612K 0.01% -945 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 23,082 shares; 2025Q1: 19,244 shares; 2025Q2: 19,230 shares; 2025Q3: 23,645 shares; 2025Q4: 22,574 shares 22,574 $607K 0.01% -1,071 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,529 shares; 2025Q1: 7,424 shares; 2025Q2: 8,908 shares; 2025Q3: 8,939 shares; 2025Q4: 8,213 shares 8,213 $607K 0.01% -726 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 634 shares; 2025Q1: 573 shares; 2025Q2: 592 shares; 2025Q3: 568 shares; 2025Q4: 1,337 shares 1,337 $606K 0.01% +769 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 2,996 shares; 2025Q1: 4,242 shares; 2025Q2: 3,979 shares; 2025Q3: 4,121 shares; 2025Q4: 4,355 shares 4,355 $606K 0.01% +234 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,070 shares; 2024Q4: 11,432 shares; 2025Q1: 16,638 shares; 2025Q2: 16,434 shares; 2025Q3: 16,834 shares; 2025Q4: 15,837 shares 15,837 $601K 0.01% -997 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 1,124 shares; 2025Q1: 2,557 shares; 2025Q2: 2,757 shares; 2025Q3: 3,454 shares; 2025Q4: 3,540 shares 3,540 $600K 0.01% +86 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 1,929 shares; 2025Q1: 2,245 shares; 2025Q2: 2,086 shares; 2025Q3: 2,304 shares; 2025Q4: 2,173 shares 2,173 $598K 0.01% -131 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 9,855 shares; 2025Q1: 21,926 shares; 2025Q2: 21,961 shares; 2025Q3: 22,375 shares; 2025Q4: 22,650 shares 22,650 $594K 0.01% +275 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,828 shares; 2024Q4: 6,586 shares; 2025Q1: 8,228 shares; 2025Q2: 8,804 shares; 2025Q3: 9,445 shares; 2025Q4: 8,849 shares 8,849 $592K 0.01% -596 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,006 shares; 2024Q4: 26,142 shares; 2025Q1: 30,251 shares; 2025Q2: 34,023 shares; 2025Q3: 35,484 shares; 2025Q4: 35,802 shares 35,802 $591K 0.01% +318 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,522 shares; 2025Q1: 2,842 shares; 2025Q2: 3,145 shares; 2025Q3: 2,724 shares; 2025Q4: 2,144 shares 2,144 $590K 0.01% -580 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 5,629 shares; 2025Q1: 5,576 shares; 2025Q2: 4,453 shares; 2025Q3: 4,564 shares; 2025Q4: 4,923 shares 4,923 $590K 0.01% +359 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,519 shares; 2025Q2: 14,532 shares; 2025Q3: 15,407 shares; 2025Q4: 13,051 shares 13,051 $587K 0.01% -2,356 WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 1,650 shares; 2025Q1: 1,797 shares; 2025Q2: 1,805 shares; 2025Q3: 1,890 shares; 2025Q4: 1,785 shares 1,785 $587K 0.01% -105 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 1,974 shares; 2025Q1: 2,371 shares; 2025Q2: 2,924 shares; 2025Q3: 3,552 shares; 2025Q4: 2,844 shares 2,844 $586K 0.01% -708 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 4,246 shares; 2025Q1: 5,238 shares; 2025Q2: 5,854 shares; 2025Q3: 5,881 shares; 2025Q4: 4,629 shares 4,629 $582K 0.01% -1,252 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: 3,275 shares; 2024Q4: 2,833 shares; 2025Q1: 3,733 shares; 2025Q2: 4,225 shares; 2025Q3: 3,650 shares; 2025Q4: 4,095 shares 4,095 $579K 0.01% +445 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 14,283 shares; 2025Q4: 14,975 shares 14,975 $578K 0.01% +692 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 1,779 shares; 2025Q1: 2,259 shares; 2025Q2: 3,304 shares; 2025Q3: 3,365 shares; 2025Q4: 2,338 shares 2,338 $577K 0.01% -1,027 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 7,874 shares; 2025Q1: 10,197 shares; 2025Q2: 11,237 shares; 2025Q3: 11,835 shares; 2025Q4: 10,346 shares 10,346 $577K 0.01% -1,489 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 6,610 shares; 2025Q1: 8,090 shares; 2025Q2: 8,744 shares; 2025Q3: 9,460 shares; 2025Q4: 9,141 shares 9,141 $575K 0.01% -319 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,191 shares; 2024Q4: 21,814 shares; 2025Q1: 20,307 shares; 2025Q2: 20,307 shares; 2025Q3: 19,098 shares; 2025Q4: 16,321 shares 16,321 $575K 0.01% -2,777 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 2,789 shares; 2025Q1: 3,300 shares; 2025Q2: 3,463 shares; 2025Q3: 3,712 shares; 2025Q4: 3,607 shares 3,607 $575K 0.01% -105 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 956 shares; 2025Q1: 1,757 shares; 2025Q2: 3,083 shares; 2025Q3: 3,208 shares; 2025Q4: 3,079 shares 3,079 $571K 0.01% -129 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,866 shares; 2024Q4: 21,496 shares; 2025Q1: 30,231 shares; 2025Q2: 21,392 shares; 2025Q3: 27,086 shares; 2025Q4: 24,377 shares 24,377 $568K 0.01% -2,709 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,563 shares; 2025Q1: 3,159 shares; 2025Q2: 4,293 shares; 2025Q3: 4,378 shares; 2025Q4: 4,334 shares 4,334 $566K 0.01% -44 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 6,161 shares; 2025Q1: 7,535 shares; 2025Q2: 9,053 shares; 2025Q3: 9,284 shares; 2025Q4: 8,089 shares 8,089 $566K 0.01% -1,195 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,067 shares; 2025Q1: 1,091 shares; 2025Q2: 2,050 shares; 2025Q3: 2,318 shares; 2025Q4: 2,480 shares 2,480 $564K 0.01% +162 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: 9,410 shares; 2024Q4: 9,500 shares; 2025Q1: 9,426 shares; 2025Q2: 9,426 shares; 2025Q3: 9,426 shares; 2025Q4: 9,426 shares 9,426 $561K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 87 shares; 2025Q1: 97 shares; 2025Q2: 106 shares; 2025Q3: 116 shares; 2025Q4: 104 shares 104 $557K 0.01% -12 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 3,877 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 2,545 shares; 2025Q4: 6,705 shares 6,705 $555K 0.01% +4,160 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: 5,288 shares; 2025Q1: 5,691 shares; 2025Q2: 5,366 shares; 2025Q3: 4,728 shares; 2025Q4: 4,806 shares 4,806 $554K 0.01% +78 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 5,819 shares; 2025Q1: 8,178 shares; 2025Q2: 8,706 shares; 2025Q3: 9,438 shares; 2025Q4: 7,164 shares 7,164 $554K 0.01% -2,274 Timeline DFIC 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: 16,891 shares; 2024Q4: 16,891 shares; 2025Q1: 13,753 shares; 2025Q2: 15,153 shares; 2025Q3: 14,832 shares; 2025Q4: 16,050 shares 16,050 $553K 0.01% +1,218 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,247 shares; 2024Q4: 69,122 shares; 2025Q1: 69,122 shares; 2025Q2: 69,122 shares; 2025Q3: 69,122 shares; 2025Q4: 69,122 shares 69,122 $550K 0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 5,509 shares; 2025Q1: 6,776 shares; 2025Q2: 7,057 shares; 2025Q3: 7,633 shares; 2025Q4: 7,435 shares 7,435 $549K 0.01% -198 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 533 shares; 2025Q1: 574 shares; 2025Q2: 2,802 shares; 2025Q3: 2,883 shares; 2025Q4: 2,774 shares 2,774 $547K 0.01% -109 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 7,600 shares; 2025Q1: 7,601 shares; 2025Q2: 6,922 shares; 2025Q3: 6,916 shares; 2025Q4: 6,895 shares 6,895 $546K 0.01% -21 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: 3,228 shares; 2024Q4: 2,149 shares; 2025Q1: 2,508 shares; 2025Q2: 2,727 shares; 2025Q3: 2,846 shares; 2025Q4: 2,789 shares 2,789 $545K 0.01% -57 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: 804 shares; 2024Q4: not reported; 2025Q1: 2,279 shares; 2025Q2: 4,565 shares; 2025Q3: 4,620 shares; 2025Q4: 4,595 shares 4,595 $541K 0.01% -25 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 1,598 shares; 2025Q1: 1,758 shares; 2025Q2: 1,791 shares; 2025Q3: 1,724 shares; 2025Q4: 1,665 shares 1,665 $539K 0.01% -59 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,703 shares; 2024Q4: 16,562 shares; 2025Q1: 20,466 shares; 2025Q2: 18,580 shares; 2025Q3: 15,134 shares; 2025Q4: 10,541 shares 10,541 $536K 0.01% -4,593 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,008 shares; 2024Q4: 118,777 shares; 2025Q1: 105,544 shares; 2025Q2: 102,911 shares; 2025Q3: 129,290 shares; 2025Q4: 188,840 shares 188,840 $536K 0.01% +59,550 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 752 shares; 2025Q1: 911 shares; 2025Q2: 784 shares; 2025Q3: 655 shares; 2025Q4: 574 shares 574 $536K 0.01% -81 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: 24,818 shares; 2024Q4: 23,733 shares; 2025Q1: 24,649 shares; 2025Q2: 23,057 shares; 2025Q3: 23,559 shares; 2025Q4: 19,455 shares 19,455 $535K 0.01% -4,104 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: 8,113 shares; 2025Q1: 9,983 shares; 2025Q2: 8,343 shares; 2025Q3: 9,411 shares; 2025Q4: 8,854 shares 8,854 $532K 0.01% -557 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,584 shares; 2024Q4: 14,609 shares; 2025Q1: 16,540 shares; 2025Q2: 17,993 shares; 2025Q3: 18,122 shares; 2025Q4: 16,904 shares 16,904 $526K 0.01% -1,218 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 4,738 shares; 2025Q1: 5,126 shares; 2025Q2: 5,703 shares; 2025Q3: 4,201 shares; 2025Q4: 3,472 shares 3,472 $525K 0.01% -729 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: 8,761 shares; 2024Q4: 15,011 shares; 2025Q1: 20,129 shares; 2025Q2: 19,910 shares; 2025Q3: 15,785 shares; 2025Q4: 5,285 shares 5,285 $524K 0.01% -10,500 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,129 shares; 2024Q4: 73,129 shares; 2025Q1: 73,129 shares; 2025Q2: 73,129 shares; 2025Q3: 73,129 shares; 2025Q4: 73,129 shares 73,129 $524K 0.01% 0 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: 1,175 shares; 2024Q4: not reported; 2025Q1: 19,843 shares; 2025Q2: 19,843 shares; 2025Q3: 19,843 shares; 2025Q4: 19,843 shares 19,843 $522K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 1,079 shares; 2025Q1: 1,103 shares; 2025Q2: 496 shares; 2025Q3: 1,299 shares; 2025Q4: 1,104 shares 1,104 $519K 0.01% -195 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,056 shares; 2024Q4: 51,476 shares; 2025Q1: 10,980 shares; 2025Q2: 10,539 shares; 2025Q3: 9,808 shares; 2025Q4: 9,837 shares 9,837 $518K 0.01% +29 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: 11,385 shares; 2025Q1: 11,639 shares; 2025Q2: 6,106 shares; 2025Q3: 6,135 shares; 2025Q4: 5,226 shares 5,226 $515K 0.01% -909 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: 3,985 shares; 2024Q4: 3,904 shares; 2025Q1: 4,273 shares; 2025Q2: 3,160 shares; 2025Q3: 3,260 shares; 2025Q4: 3,339 shares 3,339 $515K 0.01% +79 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 3,747 shares; 2025Q1: 3,992 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 26,118 shares 26,118 $510K 0.01% +22,106 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,767 shares; 2025Q1: 2,952 shares; 2025Q2: 3,152 shares; 2025Q3: 3,261 shares; 2025Q4: 2,993 shares 2,993 $509K 0.01% -268 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,346 shares; 2024Q4: 18,741 shares; 2025Q1: 25,925 shares; 2025Q2: 26,468 shares; 2025Q3: 21,328 shares; 2025Q4: 21,274 shares 21,274 $509K 0.01% -54 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 4,413 shares; 2025Q1: 5,124 shares; 2025Q2: 5,806 shares; 2025Q3: 5,663 shares; 2025Q4: 4,837 shares 4,837 $508K 0.01% -826 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: 15,449 shares; 2024Q4: 16,030 shares; 2025Q1: 16,881 shares; 2025Q2: 18,340 shares; 2025Q3: 17,878 shares; 2025Q4: 17,544 shares 17,544 $506K 0.01% -334 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,726 shares; 2025Q1: 2,774 shares; 2025Q2: 3,166 shares; 2025Q3: 3,176 shares; 2025Q4: 1,921 shares 1,921 $504K 0.01% -1,255 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 14,554 shares; 2025Q4: 15,163 shares 15,163 $504K 0.01% +609 Timeline EIS 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 4,481 shares; 2025Q2: 4,481 shares; 2025Q3: 4,559 shares; 2025Q4: 4,548 shares 4,548 $500K 0.01% -11 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 1,968 shares; 2025Q1: 613 shares; 2025Q2: 2,633 shares; 2025Q3: 4,854 shares; 2025Q4: 5,454 shares 5,454 $498K 0.01% +600 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 400 shares; 2025Q2: 21,380 shares; 2025Q3: 21,555 shares; 2025Q4: 21,457 shares 21,457 $498K 0.01% -98 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 1,206 shares; 2025Q1: 1,313 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 5,238 shares 5,238 $493K 0.01% +5,015 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,046 shares; 2024Q4: 12,098 shares; 2025Q1: 16,806 shares; 2025Q2: 16,532 shares; 2025Q3: 12,420 shares; 2025Q4: 10,177 shares 10,177 $493K 0.01% -2,243 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 1,113 shares; 2025Q1: 1,266 shares; 2025Q2: 2,256 shares; 2025Q3: 1,524 shares; 2025Q4: 1,715 shares 1,715 $493K 0.01% +191 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 1,751 shares; 2025Q1: 2,563 shares; 2025Q2: 2,581 shares; 2025Q3: 2,561 shares; 2025Q4: 2,364 shares 2,364 $492K 0.01% -197 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 5,565 shares; 2025Q1: 7,012 shares; 2025Q2: 7,687 shares; 2025Q3: 7,867 shares; 2025Q4: 7,081 shares 7,081 $490K 0.01% -786 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: 1,911 shares; 2024Q4: 1,985 shares; 2025Q1: 1,924 shares; 2025Q2: 4,443 shares; 2025Q3: 4,557 shares; 2025Q4: 4,908 shares 4,908 $488K 0.01% +351 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,838 shares; 2024Q4: 3,304 shares; 2025Q1: 1,188 shares; 2025Q2: 16,296 shares; 2025Q3: 16,373 shares; 2025Q4: 16,458 shares 16,458 $487K 0.01% +85 Timeline FVD 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: 10,650 shares; 2024Q4: 13,495 shares; 2025Q1: 10,570 shares; 2025Q2: 10,696 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares 10,570 $487K 0.01% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 227 shares; 2025Q1: 309 shares; 2025Q2: 1,674 shares; 2025Q3: 1,688 shares; 2025Q4: 1,694 shares 1,694 $486K 0.01% +6 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,353 shares; 2024Q4: 7,494 shares; 2025Q1: 7,674 shares; 2025Q2: 36,213 shares; 2025Q3: 56,726 shares; 2025Q4: 58,235 shares 58,235 $486K 0.01% +1,509 CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,503 shares; 2025Q1: 2,407 shares; 2025Q2: 2,562 shares; 2025Q3: 2,775 shares; 2025Q4: 2,432 shares 2,432 $485K 0.01% -343 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,831 shares; 2024Q4: 22,833 shares; 2025Q1: 25,657 shares; 2025Q2: 24,198 shares; 2025Q3: 25,075 shares; 2025Q4: 23,799 shares 23,799 $484K 0.01% -1,276 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 672 shares; 2025Q1: 459 shares; 2025Q2: 638 shares; 2025Q3: 1,630 shares; 2025Q4: 1,538 shares 1,538 $481K 0.01% -92 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 4,983 shares; 2025Q1: 5,136 shares; 2025Q2: 5,009 shares; 2025Q3: 5,036 shares; 2025Q4: 4,913 shares 4,913 $480K 0.01% -123 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,278 shares; 2024Q4: 9,544 shares; 2025Q1: 7,265 shares; 2025Q2: 7,195 shares; 2025Q3: 6,720 shares; 2025Q4: 6,762 shares 6,762 $480K 0.01% +42 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 3,553 shares; 2025Q1: 3,571 shares; 2025Q2: 3,636 shares; 2025Q3: 3,841 shares; 2025Q4: 3,717 shares 3,717 $480K 0.01% -124 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,372 shares; 2025Q1: 2,636 shares; 2025Q2: 2,803 shares; 2025Q3: 2,712 shares; 2025Q4: 2,629 shares 2,629 $478K 0.01% -83 Timeline