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: 29,737 shares; 2024Q4: 30,820 shares; 2025Q1: 64,512 shares; 2025Q2: 60,643 shares; 2025Q3: 70,092 shares; 2025Q4: 72,422 shares 72,422 $6.62M 4.33% +2,330 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,547 shares 249,547 $5.73M 3.75% new Timeline SPLB 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: 143,952 shares; 2024Q4: 126,391 shares; 2025Q1: 202,929 shares; 2025Q2: 75,728 shares; 2025Q3: 71,788 shares; 2025Q4: 190,077 shares 190,077 $4.29M 2.81% +118,289 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,392 shares; 2024Q4: 93,043 shares; 2025Q1: 146,241 shares; 2025Q2: not reported; 2025Q3: 3,498 shares; 2025Q4: 180,663 shares 180,663 $4.28M 2.8% +177,165 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,017 shares; 2024Q4: 51,619 shares; 2025Q1: 76,595 shares; 2025Q2: 51,999 shares; 2025Q3: 50,672 shares; 2025Q4: 141,542 shares 141,542 $4.27M 2.8% +90,870 Timeline SPTL 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: 210,507 shares; 2024Q4: 154,444 shares; 2025Q1: 244,820 shares; 2025Q2: 93,113 shares; 2025Q3: 88,877 shares; 2025Q4: 160,221 shares 160,221 $4.24M 2.78% +71,344 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,071 shares; 2024Q4: 20,061 shares; 2025Q1: 14,517 shares; 2025Q2: 12,623 shares; 2025Q3: 12,502 shares; 2025Q4: 10,773 shares 10,773 $3.39M 2.22% -1,729 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: 92,401 shares; 2024Q4: 79,608 shares; 2025Q1: 72,225 shares; 2025Q2: 54,588 shares; 2025Q3: 49,269 shares; 2025Q4: 51,511 shares 51,511 $3.32M 2.17% +2,242 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: 3,977 shares; 2024Q4: 3,993 shares; 2025Q1: 5,338 shares; 2025Q2: 9,177 shares; 2025Q3: 9,830 shares; 2025Q4: 9,808 shares 9,808 $3.29M 2.15% -22 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: 21,761 shares; 2024Q4: 19,663 shares; 2025Q1: 38,305 shares; 2025Q2: 47,906 shares; 2025Q3: 47,474 shares; 2025Q4: 30,395 shares 30,395 $3.02M 1.97% -17,079 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,195 shares; 2025Q1: 11,263 shares; 2025Q2: 19,402 shares; 2025Q3: 19,579 shares; 2025Q4: 27,107 shares 27,107 $2.31M 1.52% +7,528 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: 9,913 shares; 2024Q4: 8,508 shares; 2025Q1: 5,608 shares; 2025Q2: 4,603 shares; 2025Q3: 4,634 shares; 2025Q4: 5,118 shares 5,118 $2.03M 1.33% +484 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 5,009 shares; 2025Q1: 27,154 shares; 2025Q2: 56,185 shares; 2025Q3: 56,719 shares; 2025Q4: 45,070 shares 45,070 $2M 1.31% -11,649 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: 2,339 shares; 2024Q4: 2,336 shares; 2025Q1: 2,127 shares; 2025Q2: 1,832 shares; 2025Q3: 1,858 shares; 2025Q4: 3,814 shares 3,814 $1.84M 1.21% +1,956 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,062 shares; 2025Q2: 33,741 shares; 2025Q3: 35,301 shares; 2025Q4: 28,253 shares 28,253 $1.81M 1.19% -7,048 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 189 shares; 2025Q1: 12,796 shares; 2025Q2: 31,052 shares; 2025Q3: 32,237 shares; 2025Q4: 24,375 shares 24,375 $1.79M 1.17% -7,862 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,642 shares; 2024Q4: 13,790 shares; 2025Q1: 11,119 shares; 2025Q2: 9,663 shares; 2025Q3: 9,371 shares; 2025Q4: 9,160 shares 9,160 $1.75M 1.15% -211 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: 2,645 shares; 2024Q4: 2,479 shares; 2025Q1: 2,336 shares; 2025Q2: 5,322 shares; 2025Q3: 5,650 shares; 2025Q4: 2,354 shares 2,354 $1.64M 1.07% -3,296 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 6,038 shares; 2025Q1: 4,219 shares; 2025Q2: 14,473 shares; 2025Q3: 20,071 shares; 2025Q4: 19,557 shares 19,557 $1.57M 1.03% -514 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: 3,344 shares; 2024Q4: 3,414 shares; 2025Q1: 1,741 shares; 2025Q2: 2,363 shares; 2025Q3: 2,406 shares; 2025Q4: 1,976 shares 1,976 $1.3M 0.85% -430 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: 21,756 shares; 2024Q4: 22,587 shares; 2025Q1: 13,433 shares; 2025Q2: 11,734 shares; 2025Q3: 11,724 shares; 2025Q4: 6,824 shares 6,824 $1.27M 0.83% -4,900 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: 7,112 shares; 2024Q4: 6,907 shares; 2025Q1: 4,772 shares; 2025Q2: 4,315 shares; 2025Q3: 4,269 shares; 2025Q4: 4,297 shares 4,297 $1.25M 0.82% +28 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: 959 shares; 2024Q4: 1,960 shares; 2025Q1: 598 shares; 2025Q2: 3,837 shares; 2025Q3: 4,165 shares; 2025Q4: 1,948 shares 1,948 $1.2M 0.78% -2,217 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: 47 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 471 shares; 2025Q4: 1,264 shares 1,264 $1.15M 0.75% +793 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,259 shares 6,259 $1.14M 0.75% new 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: 2,166 shares; 2024Q4: 2,242 shares; 2025Q1: 2,063 shares; 2025Q2: 2,100 shares; 2025Q3: 2,181 shares; 2025Q4: 3,334 shares 3,334 $1.04M 0.68% +1,153 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: 7,771 shares; 2024Q4: 7,354 shares; 2025Q1: 5,980 shares; 2025Q2: 5,303 shares; 2025Q3: 5,245 shares; 2025Q4: 5,168 shares 5,168 $987K 0.65% -77 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146 shares; 2025Q4: 7,509 shares 7,509 $984K 0.64% +7,363 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: 4,419 shares 4,419 $982K 0.64% +3,649 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 3,828 shares 3,828 $977K 0.64% +3,803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,543 shares 3,543 $976K 0.64% new Timeline URA 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: 29,319 shares; 2024Q4: 23,686 shares; 2025Q1: 16,700 shares; 2025Q2: 22,105 shares; 2025Q3: 20,772 shares; 2025Q4: 22,829 shares 22,829 $975K 0.64% +2,057 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: 6,411 shares; 2024Q4: 6,085 shares; 2025Q1: 4,448 shares; 2025Q2: 4,282 shares; 2025Q3: 4,197 shares; 2025Q4: 3,609 shares 3,609 $931K 0.61% -588 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: 461 shares; 2024Q4: 463 shares; 2025Q1: 482 shares; 2025Q2: 494 shares; 2025Q3: 495 shares; 2025Q4: 1,469 shares 1,469 $922K 0.6% +974 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: 3,759 shares; 2024Q4: 3,759 shares; 2025Q1: 3,760 shares; 2025Q2: 4,041 shares; 2025Q3: 4,061 shares; 2025Q4: 4,103 shares 4,103 $869K 0.57% +42 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,006 shares; 2025Q1: 6,396 shares; 2025Q2: 5,576 shares; 2025Q3: 5,436 shares; 2025Q4: 5,550 shares 5,550 $851K 0.56% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,252 shares 5,252 $843K 0.55% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,796 shares; 2025Q1: 770 shares; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 978 shares 978 $843K 0.55% +819 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000 $803K 0.53% new 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: 278 shares; 2024Q4: 278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 2,557 shares 2,557 $802K 0.53% +2,180 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,004 shares 3,004 $785K 0.51% new 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: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1,231 shares 1,231 $753K 0.49% +1,230 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: 5,336 shares; 2025Q3: 7,351 shares; 2025Q4: 12,836 shares 12,836 $743K 0.49% +5,485 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: 98 shares; 2024Q4: 98 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 1,311 shares 1,311 $742K 0.49% +1,245 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: 10,341 shares; 2024Q4: 9,263 shares; 2025Q1: 9,263 shares; 2025Q2: 9,263 shares; 2025Q3: 9,263 shares; 2025Q4: 9,085 shares 9,085 $724K 0.47% -178 Timeline FOXA FOX CORP More: the full row for FOX 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: 18,980 shares; 2025Q3: 19,392 shares; 2025Q4: 9,875 shares 9,875 $722K 0.47% -9,517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares 1,476 $689K 0.45% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,762 shares 11,762 $687K 0.45% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,512 shares 6,512 $675K 0.44% new Timeline 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: 2,820 shares; 2024Q4: 2,756 shares; 2025Q1: 2,769 shares; 2025Q2: 2,108 shares; 2025Q3: 3,108 shares; 2025Q4: 6,863 shares 6,863 $660K 0.43% +3,755 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 4,112 shares 4,112 $655K 0.43% +3,974 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares 1,050 $635K 0.42% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,582 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,471 shares; 2025Q4: 2,409 shares 2,409 $605K 0.4% -62 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: 814 shares; 2024Q4: 814 shares; 2025Q1: 787 shares; 2025Q2: 775 shares; 2025Q3: 774 shares; 2025Q4: 776 shares 776 $585K 0.38% +2 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 1,234 shares 1,234 $562K 0.37% +1,182 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 10,259 shares; 2025Q1: not reported; 2025Q2: 14,332 shares; 2025Q3: 16,260 shares; 2025Q4: 16,207 shares 16,207 $558K 0.37% -53 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 2,124 shares; 2025Q1: not reported; 2025Q2: 7,188 shares; 2025Q3: 10,940 shares; 2025Q4: 11,873 shares 11,873 $556K 0.36% +933 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,308 shares 4,308 $542K 0.36% new 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: 170 shares; 2024Q4: 1,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 5,746 shares 5,746 $538K 0.35% +4,886 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: 3,578 shares; 2024Q4: 3,580 shares; 2025Q1: 2,461 shares; 2025Q2: 7,187 shares; 2025Q3: 7,337 shares; 2025Q4: 1,929 shares 1,929 $524K 0.34% -5,408 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: 3,791 shares; 2024Q4: 3,787 shares; 2025Q1: 3,800 shares; 2025Q2: 4,018 shares; 2025Q3: 5,752 shares; 2025Q4: 6,162 shares 6,162 $516K 0.34% +410 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares 4,380 $510K 0.33% new 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: 5,270 shares; 2024Q4: 5,212 shares; 2025Q1: 8,507 shares; 2025Q2: 8,150 shares; 2025Q3: 8,015 shares; 2025Q4: 8,132 shares 8,132 $508K 0.33% +117 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,003 shares 4,003 $501K 0.33% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,274 shares; 2024Q4: 30,274 shares; 2025Q1: 30,274 shares; 2025Q2: 30,274 shares; 2025Q3: 30,274 shares; 2025Q4: 28,774 shares 28,774 $499K 0.33% -1,500 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,145 shares 2,145 $499K 0.33% new 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: 644 shares; 2024Q4: 732 shares; 2025Q1: 660 shares; 2025Q2: 548 shares; 2025Q3: 542 shares; 2025Q4: 722 shares 722 $495K 0.32% +180 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares 523 $488K 0.32% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 5,942 shares 5,942 $487K 0.32% +5,832 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 7,015 shares 7,015 $487K 0.32% new Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 7,275 shares; 2025Q4: 7,929 shares 7,929 $476K 0.31% +654 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 957 shares 957 $466K 0.31% new 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: 779 shares; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 3,875 shares 3,875 $466K 0.31% +2,722 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,911 shares 6,911 $465K 0.3% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,756 shares 2,756 $458K 0.3% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 829 shares 829 $458K 0.3% new 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: 2,640 shares; 2024Q4: 2,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,802 shares; 2025Q4: 6,913 shares 6,913 $456K 0.3% +4,111 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 5,974 shares 5,974 $450K 0.29% +5,832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,261 shares 1,261 $445K 0.29% new 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: 21,241 shares; 2024Q4: 3,788 shares; 2025Q1: not reported; 2025Q2: 12,478 shares; 2025Q3: 16,686 shares; 2025Q4: 17,537 shares 17,537 $437K 0.29% +851 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,435 shares; 2025Q2: 5,461 shares; 2025Q3: 6,923 shares; 2025Q4: 7,243 shares 7,243 $434K 0.28% +320 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares 2,775 $408K 0.27% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 3,775 shares; 2025Q1: 3,301 shares; 2025Q2: 3,951 shares; 2025Q3: 4,696 shares; 2025Q4: 3,821 shares 3,821 $402K 0.26% -875 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,632 shares; 2025Q1: 3,690 shares; 2025Q2: 3,081 shares; 2025Q3: 3,090 shares; 2025Q4: 3,080 shares 3,080 $401K 0.26% -10 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 2,483 shares 2,483 $399K 0.26% +2,196 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: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 1,090 shares; 2025Q4: 1,475 shares 1,475 $396K 0.26% +385 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares 10,875 $394K 0.26% 0 Timeline TLT 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: 4,153 shares; 2024Q4: 3,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,466 shares; 2025Q4: 4,475 shares 4,475 $390K 0.26% +2,009 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: 38,404 shares; 2024Q4: 38,912 shares; 2025Q1: 17,949 shares; 2025Q2: 18,148 shares; 2025Q3: 17,595 shares; 2025Q4: 2,882 shares 2,882 $389K 0.25% -14,713 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares 2,544 $388K 0.25% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,302 shares; 2025Q1: 2,875 shares; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 3,081 shares 3,081 $387K 0.25% +2,971 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,120 shares 6,120 $386K 0.25% new Timeline VPU 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: 3,475 shares; 2024Q4: 3,476 shares; 2025Q1: 1,931 shares; 2025Q2: 2,094 shares; 2025Q3: 2,075 shares; 2025Q4: 2,076 shares 2,076 $384K 0.25% +1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,661 shares; 2025Q1: 1,448 shares; 2025Q2: 1,874 shares; 2025Q3: 2,234 shares; 2025Q4: 1,967 shares 1,967 $382K 0.25% -267 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 2,858 shares; 2025Q4: 2,689 shares 2,689 $380K 0.25% -169 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 7,897 shares 7,897 $376K 0.25% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,616 shares; 2025Q1: 2,075 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 1,042 shares 1,042 $375K 0.25% +1,031 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: 1,131 shares; 2024Q4: 1,150 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,620 shares 1,620 $374K 0.24% +758 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS 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: 43,229 shares; 2025Q3: 44,415 shares; 2025Q4: 15,537 shares 15,537 $370K 0.24% -28,878 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 5,577 shares 5,577 $362K 0.24% +5,277 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: 870 shares; 2024Q4: 855 shares; 2025Q1: 627 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 546 shares 546 $362K 0.24% +465 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: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,611 shares; 2025Q4: 2,540 shares 2,540 $358K 0.23% -71 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,039 shares 4,039 $352K 0.23% new Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 10,223 shares; 2025Q1: 4,059 shares; 2025Q2: 8,255 shares; 2025Q3: 8,679 shares; 2025Q4: 2,618 shares 2,618 $352K 0.23% -6,061 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: 638 shares; 2024Q4: 751 shares; 2025Q1: 862 shares; 2025Q2: 1,233 shares; 2025Q3: 1,024 shares; 2025Q4: 1,064 shares 1,064 $351K 0.23% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,209 shares 1,209 $351K 0.23% new 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: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 65 shares 65 $348K 0.23% +57 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,541 shares; 2025Q1: 1,578 shares; 2025Q2: 1,582 shares; 2025Q3: 1,588 shares; 2025Q4: 1,564 shares 1,564 $344K 0.23% -24 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 1,181 shares 1,181 $343K 0.22% +1,142 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares 1,030 $342K 0.22% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 1,957 shares 1,957 $341K 0.22% +1,781 Timeline RING 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: 4,637 shares; 2024Q4: 4,743 shares; 2025Q1: not reported; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,626 shares 4,626 $341K 0.22% 0 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: 9,097 shares; 2024Q4: 7,743 shares; 2025Q1: 6,859 shares; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 11,381 shares 11,381 $340K 0.22% +10,944 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares 5,218 $339K 0.22% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares 760 $338K 0.22% new 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: 53 shares; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 1,394 shares 1,394 $336K 0.22% +1,367 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,290 shares; 2025Q4: 12,129 shares 12,129 $336K 0.22% +7,839 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: 15 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 1,608 shares 1,608 $335K 0.22% +1,593 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 945 shares; 2025Q1: 693 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 795 shares 795 $331K 0.22% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,041 shares 15,041 $329K 0.22% new Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,425 shares; 2025Q4: 12,796 shares 12,796 $329K 0.22% +5,371 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares 4,209 $328K 0.21% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: 10,815 shares; 2025Q3: 11,111 shares; 2025Q4: 2,608 shares 2,608 $327K 0.21% -8,503 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: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares 1,517 $322K 0.21% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,703 shares 2,703 $321K 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 795 shares; 2025Q4: 836 shares 836 $320K 0.21% +41 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 8,240 shares 8,240 $318K 0.21% +8,165 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,450 shares; 2025Q3: 30,800 shares; 2025Q4: 26,600 shares 26,600 $309K 0.2% -4,200 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: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 1,579 shares 1,579 $308K 0.2% +1,566 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: 77 shares; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,477 shares 1,477 $305K 0.2% new Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 484 shares; 2025Q4: 3,195 shares 3,195 $301K 0.2% +2,711 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,999 shares; 2024Q4: 22,100 shares; 2025Q1: 22,434 shares; 2025Q2: 22,855 shares; 2025Q3: 23,278 shares; 2025Q4: 17,168 shares 17,168 $297K 0.19% -6,110 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,874 shares 37,874 $295K 0.19% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,120 shares; 2025Q1: 986 shares; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 872 shares 872 $294K 0.19% +860 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: 93 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 7,806 shares; 2025Q3: 11,268 shares; 2025Q4: 5,403 shares 5,403 $291K 0.19% -5,865 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 3,462 shares 3,462 $289K 0.19% +1,862 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: 3,836 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 3,307 shares 3,307 $284K 0.19% +1,848 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares 1,257 $281K 0.18% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,222 shares; 2025Q1: 2,182 shares; 2025Q2: 2,270 shares; 2025Q3: 2,195 shares; 2025Q4: 2,222 shares 2,222 $280K 0.18% +27 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 829 shares 829 $279K 0.18% new Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,682 shares 20,682 $274K 0.18% new Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,752 shares 6,752 $271K 0.18% new 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: 2,089 shares; 2024Q4: 2,643 shares; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,611 shares; 2025Q4: 1,527 shares 1,527 $271K 0.18% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 1,307 shares 1,307 $271K 0.18% +1,274 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,197 shares 4,197 $271K 0.18% new Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL 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: 9,411 shares 9,411 $269K 0.18% new Timeline IGEB 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: 6,299 shares; 2024Q4: 6,299 shares; 2025Q1: 6,299 shares; 2025Q2: 5,999 shares; 2025Q3: 5,996 shares; 2025Q4: 5,883 shares 5,883 $269K 0.18% -113 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: 8,283 shares 8,283 $266K 0.17% new Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares 1,629 $266K 0.17% new Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,110 shares 7,110 $266K 0.17% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,202 shares; 2025Q1: 1,877 shares; 2025Q2: 1,984 shares; 2025Q3: 1,988 shares; 2025Q4: 1,846 shares 1,846 $265K 0.17% -142 Timeline SPYD 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: 4,116 shares; 2024Q4: 4,035 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,888 shares; 2025Q4: 6,114 shares 6,114 $264K 0.17% +226 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: not reported; 2025Q2: 13,299 shares; 2025Q3: 23,674 shares; 2025Q4: 24,774 shares 24,774 $259K 0.17% +1,100 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 1,919 shares 1,919 $259K 0.17% +1,911 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,980 shares 1,980 $253K 0.17% new Timeline VDC 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: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,180 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares 1,177 $249K 0.16% 0 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 shares; 2024Q4: 162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,640 shares; 2025Q4: 7,730 shares 7,730 $245K 0.16% +90 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares 1,597 $245K 0.16% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,025 shares; 2024Q4: 49,994 shares; 2025Q1: 18,220 shares; 2025Q2: 33,289 shares; 2025Q3: 33,518 shares; 2025Q4: 6,754 shares 6,754 $244K 0.16% -26,764 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,627 shares; 2024Q4: 38,433 shares; 2025Q1: 39,680 shares; 2025Q2: 28,751 shares; 2025Q3: 22,761 shares; 2025Q4: 14,871 shares 14,871 $243K 0.16% -7,890 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,390 shares; 2025Q1: 1,401 shares; 2025Q2: 1,414 shares; 2025Q3: 1,427 shares; 2025Q4: 1,160 shares 1,160 $242K 0.16% -267 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: 118 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: 15,815 shares; 2025Q3: 16,349 shares; 2025Q4: 3,404 shares 3,404 $238K 0.16% -12,945 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: 1,497 shares; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 520 shares 520 $234K 0.15% +105 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,170 shares 7,170 $227K 0.15% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,600 shares; 2025Q1: 15,600 shares; 2025Q2: 11,000 shares; 2025Q3: 21,200 shares; 2025Q4: 24,700 shares 24,700 $224K 0.15% +3,500 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: 4,594 shares; 2024Q4: 4,594 shares; 2025Q1: 4,594 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,687 shares 4,687 $221K 0.14% +93 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,281 shares; 2025Q4: 8,429 shares 8,429 $220K 0.14% +1,148 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: 379 shares; 2024Q4: 381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 1,929 shares 1,929 $219K 0.14% +1,183 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: 757 shares; 2024Q4: 759 shares; 2025Q1: 4,660 shares; 2025Q2: 4,661 shares; 2025Q3: 4,670 shares; 2025Q4: 4,056 shares 4,056 $218K 0.14% -614 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: not reported; 2025Q3: 5,540 shares; 2025Q4: 4,940 shares 4,940 $215K 0.14% -600 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: 2,237 shares; 2024Q4: 2,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,859 shares; 2025Q4: 2,898 shares 2,898 $215K 0.14% +39 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 982 shares 982 $215K 0.14% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 8,874 shares; 2025Q1: 12,194 shares; 2025Q2: 12,012 shares; 2025Q3: 14,031 shares; 2025Q4: 13,750 shares 13,750 $210K 0.14% -281 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares 3,001 $209K 0.14% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,427 shares; 2025Q4: 3,137 shares 3,137 $208K 0.14% +710 Timeline VTC 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: 3,104 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,642 shares 2,642 $205K 0.13% -32 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 1,628 shares 1,628 $198K 0.13% 0 Timeline PSLV 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: 3,600 shares; 2024Q4: 3,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,325 shares 8,325 $197K 0.13% +125 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares 2,453 $195K 0.13% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 4,340 shares; 2025Q1: 3,161 shares; 2025Q2: 2,253 shares; 2025Q3: 1,983 shares; 2025Q4: 1,218 shares 1,218 $195K 0.13% -765 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,024 shares 12,024 $195K 0.13% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,644 shares 3,644 $194K 0.13% +97 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 8,329 shares; 2025Q1: 12,146 shares; 2025Q2: 11,673 shares; 2025Q3: 12,050 shares; 2025Q4: 12,086 shares 12,086 $191K 0.13% +36 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,010 shares; 2025Q4: 4,043 shares 4,043 $189K 0.12% +33 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: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 1,608 shares 1,608 $189K 0.12% +1,508 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: 398 shares; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 398 shares 398 $188K 0.12% 0 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: 942 shares; 2024Q4: 942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares; 2025Q4: 942 shares 942 $188K 0.12% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,317 shares; 2025Q4: 7,724 shares 7,724 $187K 0.12% +407 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 5,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,603 shares; 2025Q4: 7,334 shares 7,334 $185K 0.12% +3,731 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,005 shares 1,005 $185K 0.12% -59 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares 1,705 $183K 0.12% new 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: 2,792 shares; 2024Q4: 2,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,098 shares; 2025Q4: 2,974 shares 2,974 $175K 0.11% -124 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: 1,512 shares 1,512 $173K 0.11% +13 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 2,623 shares 2,623 $171K 0.11% +1,469 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,895 shares 4,895 $168K 0.11% new Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,777 shares 13,777 $168K 0.11% new Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 10,333 shares; 2025Q1: not reported; 2025Q2: 14,667 shares; 2025Q3: 22,931 shares; 2025Q4: 8,755 shares 8,755 $167K 0.11% -14,176 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,961 shares; 2025Q4: 5,961 shares 5,961 $162K 0.11% 0 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: 2,161 shares; 2024Q4: 2,185 shares; 2025Q1: 762 shares; 2025Q2: 1,050 shares; 2025Q3: 1,071 shares; 2025Q4: 1,727 shares 1,727 $162K 0.11% +656 Timeline TLTW 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: 7,100 shares 7,100 $161K 0.11% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: 329 shares 329 $161K 0.11% -17 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,224 shares; 2025Q4: 6,224 shares 6,224 $156K 0.1% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,129 shares; 2025Q1: 4,643 shares; 2025Q2: 4,790 shares; 2025Q3: 4,901 shares; 2025Q4: 2,636 shares 2,636 $153K 0.1% -2,265 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: 1,163 shares; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,255 shares; 2025Q4: 1,244 shares 1,244 $149K 0.1% -11 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: 42,757 shares; 2024Q4: 43,924 shares; 2025Q1: 32,407 shares; 2025Q2: not reported; 2025Q3: 4,158 shares; 2025Q4: 3,628 shares 3,628 $148K 0.1% -530 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: 1,926 shares; 2024Q4: 1,935 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,978 shares; 2025Q4: 1,947 shares 1,947 $147K 0.1% -31 Timeline VLUE 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 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 1,009 shares 1,009 $138K 0.09% +1,000 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: 93 shares; 2024Q4: 8 shares; 2025Q1: 3,419 shares; 2025Q2: 3,419 shares; 2025Q3: 3,419 shares; 2025Q4: 1,711 shares 1,711 $137K 0.09% -1,708 Timeline SPLV 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: 581 shares; 2024Q4: 647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares 1,900 $136K 0.09% new 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: 2,624 shares; 2024Q4: 2,641 shares; 2025Q1: 4,098 shares; 2025Q2: 4,293 shares; 2025Q3: 4,377 shares; 2025Q4: 2,330 shares 2,330 $133K 0.09% -2,047 Timeline VCR 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: 343 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 337 shares 337 $133K 0.09% +1 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 6,886 shares; 2025Q1: 5,640 shares; 2025Q2: 5,084 shares; 2025Q3: 5,839 shares; 2025Q4: 1,658 shares 1,658 $129K 0.08% -4,181 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: 311 shares; 2024Q4: 303 shares; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 659 shares; 2025Q4: 362 shares 362 $127K 0.08% -297 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,405 shares 2,405 $126K 0.08% +5 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 1,785 shares 1,785 $124K 0.08% -282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,355 shares; 2025Q4: 3,730 shares 3,730 $124K 0.08% +375 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 4,017 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,836 shares; 2025Q4: 4,283 shares 4,283 $122K 0.08% -1,553 Timeline XAR 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: 294 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $119K 0.08% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $119K 0.08% 0 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: 392 shares; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 369 shares 369 $113K 0.07% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares 1,535 $111K 0.07% new Timeline TLTP AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $110K 0.07% new Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,205 shares; 2025Q4: 4,204 shares 4,204 $109K 0.07% -1 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,165 shares 2,165 $105K 0.07% -417 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 6,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,290 shares; 2025Q4: 5,285 shares 5,285 $104K 0.07% -5 Timeline VAW 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: 540 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $104K 0.07% 0 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: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468 $103K 0.07% 0 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: 178 shares; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares; 2025Q4: 177 shares 177 $101K 0.07% -104 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: 27 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 195 shares 195 $98K 0.06% +157 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 7,843 shares 7,843 $97.6K 0.06% +948 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,706 shares 5,706 $96.8K 0.06% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 3,990 shares; 2025Q1: 2,762 shares; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 859 shares 859 $94.6K 0.06% +55 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares 3,522 $93.3K 0.06% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,551 shares 1,551 $91.9K 0.06% -78 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $90K 0.06% new 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: 617 shares; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 623 shares 623 $89.7K 0.06% +301 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: 1,153 shares 1,153 $89.6K 0.06% +16 Timeline XYLD 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: 2,233 shares; 2024Q4: 2,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,200 shares 2,200 $89.4K 0.06% -200 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares 2,233 $84K 0.05% 0 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: 1,583 shares; 2024Q4: 1,457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,488 shares 2,488 $83.4K 0.05% +124 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: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares; 2025Q4: 1,189 shares 1,189 $82.5K 0.05% -1,319 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: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares 1,044 $82.3K 0.05% 0 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: 521 shares; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $82K 0.05% 0 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: 2,889 shares; 2024Q4: 2,889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: 1,009 shares 1,009 $81.9K 0.05% -136 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 1,025 shares; 2025Q4: 950 shares 950 $81K 0.05% -75 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $80.3K 0.05% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 723 shares 723 $79.8K 0.05% +4 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,707 shares 1,707 $79.7K 0.05% +174 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: 482 shares; 2024Q4: 482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 437 shares 437 $79.2K 0.05% -45 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: 827 shares 827 $78.7K 0.05% -1 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $78.5K 0.05% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,184 shares; 2025Q4: 3,254 shares 3,254 $78.4K 0.05% +70 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 1,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares 2,298 $75.9K 0.05% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 489 shares 489 $75.9K 0.05% new Timeline ILCV 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: 798 shares; 2024Q4: 798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 798 shares 798 $75.3K 0.05% 0 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: 151,993 shares; 2024Q4: 211,545 shares; 2025Q1: 259,741 shares; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 2,900 shares 2,900 $73.9K 0.05% -500 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: 616 shares; 2024Q4: 364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 663 shares 663 $73.9K 0.05% -149 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: 2,739 shares; 2024Q4: 2,739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares 2,739 $73.7K 0.05% 0 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: 1,677 shares; 2024Q4: 1,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,225 shares 1,225 $73.6K 0.05% +10 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,300 shares; 2025Q4: 3,800 shares 3,800 $72.9K 0.05% -500 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,399 shares; 2025Q4: 2,395 shares 2,395 $72.9K 0.05% -4 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 315 shares 315 $71.2K 0.05% -50 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: 951 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 852 shares 852 $70.6K 0.05% -19 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 1,380 shares 1,380 $69.7K 0.05% -350 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: 310 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 310 shares 310 $69.6K 0.05% 0 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: 4,544 shares; 2024Q4: 4,676 shares; 2025Q1: 1,824 shares; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 177 shares 177 $68.9K 0.05% -72 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares; 2025Q4: 2,012 shares 2,012 $68.3K 0.04% +44 Timeline EBND 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: 3,684 shares; 2024Q4: 3,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares 3,191 $68.2K 0.04% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 1,005 shares 1,005 $67.5K 0.04% -48 Timeline FNDF 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: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares 1,493 $67.5K 0.04% 0 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,875 shares; 2025Q3: 14,875 shares; 2025Q4: 14,200 shares 14,200 $67.3K 0.04% -675 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 310 shares 310 $66.4K 0.04% -110 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: 4,135 shares; 2024Q4: 3,935 shares; 2025Q1: 10,994 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,150 shares 1,150 $66.3K 0.04% +500 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 615 shares 615 $65.6K 0.04% +1 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: 28 shares; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 187 shares 187 $65.4K 0.04% +109 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 800 shares 800 $64.5K 0.04% -108 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 4,603 shares 4,603 $63.8K 0.04% +4,410 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 305 shares 305 $63.7K 0.04% +155 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,111 shares; 2025Q1: 2,615 shares; 2025Q2: 2,501 shares; 2025Q3: 2,687 shares; 2025Q4: 411 shares 411 $62.6K 0.04% -2,276 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,276 shares; 2025Q1: 402 shares; 2025Q2: 9,186 shares; 2025Q3: 9,567 shares; 2025Q4: 405 shares 405 $62.1K 0.04% -9,162 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: 738 shares; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 433 shares 433 $62.1K 0.04% 0 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: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares 1,880 $61.3K 0.04% 0 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares; 2025Q4: 3,366 shares 3,366 $61.1K 0.04% -4 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: 171 shares; 2024Q4: 371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 941 shares 941 $60K 0.04% +574 Timeline IYK 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: 1,086 shares; 2024Q4: 1,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 891 shares 891 $59.6K 0.04% -306 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,503 shares; 2025Q4: 2,105 shares 2,105 $59.1K 0.04% -1,398 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: 3,288 shares; 2024Q4: 3,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,584 shares; 2025Q4: 2,375 shares 2,375 $59K 0.04% -1,209 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,360 shares; 2025Q4: 2,599 shares 2,599 $58.1K 0.04% +239 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: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 581 shares 581 $58K 0.04% +341 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 449 shares 449 $58K 0.04% +11 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: 6,475 shares; 2024Q4: 5,535 shares; 2025Q1: 4,742 shares; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 335 shares 335 $57.4K 0.04% -1 Timeline FNDA 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: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares 1,806 $56.9K 0.04% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 506 shares 506 $56.6K 0.04% +9 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: 260 shares; 2024Q4: 260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 332 shares 332 $56.3K 0.04% +117 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,325 shares; 2025Q4: 4,310 shares 4,310 $56.2K 0.04% +1,985 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,297 shares; 2025Q4: 1,863 shares 1,863 $55.3K 0.04% -434 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: 335 shares; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 447 shares 447 $54.9K 0.04% +102 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: 260 shares; 2024Q4: 260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $54.7K 0.04% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,337 shares 1,337 $54.6K 0.04% +22 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,003 shares; 2025Q4: 1,413 shares 1,413 $54.2K 0.04% -1,590 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 6,925 shares; 2025Q1: 5,369 shares; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 283 shares 283 $54.2K 0.04% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 378 shares 378 $54.2K 0.04% +134 Timeline KXI 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: 832 shares; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 832 shares 832 $53.8K 0.04% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 354 shares 354 $53.3K 0.03% -236 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: 294 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 858 shares; 2025Q4: 93 shares 93 $53.3K 0.03% -765 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: 540 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 532 shares 532 $53.1K 0.03% -8 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 800 shares; 2025Q4: 1,507 shares 1,507 $52.8K 0.03% +707 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 4,550 shares 4,550 $52.6K 0.03% +3,477 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 2,728 shares; 2025Q1: 2,342 shares; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 253 shares 253 $52.4K 0.03% -1 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 2,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 1,431 shares 1,431 $52.4K 0.03% +208 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 1,440 shares 1,440 $51K 0.03% -510 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: 81 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 47 shares 47 $50.5K 0.03% -73 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: 171 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 166 shares 166 $50.5K 0.03% -5 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 304 shares 304 $49.6K 0.03% +1 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: 1,173 shares; 2024Q4: 1,481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 905 shares 905 $49.6K 0.03% +9 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 597 shares 597 $49.5K 0.03% -2 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 1,225 shares 1,225 $49.4K 0.03% -350 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 3,224 shares 3,224 $49.1K 0.03% +2,520 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 1,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares 1,967 $47.3K 0.03% 0 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,156 shares; 2025Q4: 2,156 shares 2,156 $47.2K 0.03% 0 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,792 shares; 2025Q4: 1,641 shares 1,641 $46.9K 0.03% -151 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 850 shares 850 $46.6K 0.03% +175 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $46.4K 0.03% 0 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: 183 shares; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319 shares; 2025Q4: 190 shares 190 $46K 0.03% -129 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 5,064 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,987 shares; 2025Q4: 3,475 shares 3,475 $45.6K 0.03% -3,512 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,815 shares; 2024Q4: 31,129 shares; 2025Q1: 48,793 shares; 2025Q2: not reported; 2025Q3: 3,788 shares; 2025Q4: 2,750 shares 2,750 $45.3K 0.03% -1,038 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: 570 shares; 2024Q4: 570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $45.3K 0.03% 0 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: 32 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 42 shares 42 $45.1K 0.03% -2 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: 487 shares; 2024Q4: 487 shares; 2025Q1: not reported; 2025Q2: 21,698 shares; 2025Q3: 22,021 shares; 2025Q4: 572 shares 572 $44K 0.03% -21,449 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 212 shares; 2025Q1: not reported; 2025Q2: 3,103 shares; 2025Q3: 3,381 shares; 2025Q4: 325 shares 325 $43.9K 0.03% -3,056 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: 3,172 shares; 2024Q4: 442 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 982 shares 982 $43.9K 0.03% +457 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: 283 shares; 2024Q4: 284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 289 shares 289 $43.8K 0.03% +1 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $43.5K 0.03% 0 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: 201 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203 shares; 2025Q4: 204 shares 204 $42.6K 0.03% +1 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares 1,744 $42.4K 0.03% 0 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 6,550 shares; 2025Q1: 5,666 shares; 2025Q2: 6,027 shares; 2025Q3: 7,095 shares; 2025Q4: 1,088 shares 1,088 $42.1K 0.03% -6,007 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $42K 0.03% 0 Timeline XME 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: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 403 shares 403 $41.8K 0.03% +300 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 681 shares 681 $41.7K 0.03% -154 Timeline ZALT 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: 1,199 shares; 2025Q4: 1,278 shares 1,278 $41.6K 0.03% +79 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: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 235 shares 235 $41.3K 0.03% +224 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: 3,461 shares; 2024Q4: 5,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $40.6K 0.03% 0 Timeline VOOG 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: 91 shares; 2024Q4: 91 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $40.5K 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 226 shares 226 $40.1K 0.03% +2 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 257 shares 257 $39.8K 0.03% -14 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: 269 shares; 2024Q4: 244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 244 shares 244 $39.3K 0.03% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 21,527 shares; 2025Q3: 2,800 shares; 2025Q4: 2,701 shares 2,701 $39.2K 0.03% -99 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $37.4K 0.02% 0 Timeline EDV 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: 14,564 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 575 shares 575 $37.4K 0.02% -300 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: 65 shares; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 86 shares 86 $36.8K 0.02% +19 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: 187 shares; 2024Q4: 187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 180 shares 180 $36.8K 0.02% -339 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: 247 shares; 2024Q4: 247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 247 shares 247 $36.8K 0.02% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 977 shares 977 $36.6K 0.02% -2 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: 438 shares; 2024Q4: 378 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 338 shares 338 $36.2K 0.02% -40 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,187 shares; 2025Q3: 2,349 shares; 2025Q4: 79 shares 79 $35.9K 0.02% -2,270 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: 3,372 shares; 2024Q4: 3,452 shares; 2025Q1: 1,175 shares; 2025Q2: 450 shares; 2025Q3: 447 shares; 2025Q4: 29 shares 29 $35.8K 0.02% -418 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 967 shares 967 $35.6K 0.02% -6 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781 shares; 2025Q4: 747 shares 747 $35.5K 0.02% -34 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares 35 $35.3K 0.02% new Timeline ILCG 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: 392 shares; 2024Q4: 336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 336 shares 336 $35K 0.02% 0 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: 121 shares; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 121 shares 121 $34.8K 0.02% -1 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,916 shares; 2024Q4: 15,492 shares; 2025Q1: 5,703 shares; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 196 shares 196 $34.1K 0.02% -28 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $34.1K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $33.8K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $33.8K 0.02% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $33.6K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 1,218 shares 1,218 $33.4K 0.02% +248 Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares 161 $33.3K 0.02% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 684 shares 684 $32.4K 0.02% 0 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: 1,252 shares; 2024Q4: 1,249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 648 shares 648 $32.4K 0.02% -333 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: 128 shares; 2024Q4: 168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 140 shares 140 $32K 0.02% -4 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 596 shares; 2025Q4: 597 shares 597 $32K 0.02% +1 Timeline COPX 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: 25,196 shares; 2024Q4: 18,575 shares; 2025Q1: 11,885 shares; 2025Q2: not reported; 2025Q3: 552 shares; 2025Q4: 445 shares 445 $32K 0.02% -107 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: 305 shares; 2024Q4: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 221 shares 221 $31.8K 0.02% 0 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: 98 shares; 2024Q4: 98 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $31.7K 0.02% 0 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,100 shares 1,100 $31K 0.02% +50 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 382 shares 382 $30.9K 0.02% +374 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $30.8K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $30.8K 0.02% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 440 shares 440 $30.6K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 13,260 shares; 2025Q1: 19,550 shares; 2025Q2: 6,360 shares; 2025Q3: 5,893 shares; 2025Q4: 613 shares 613 $30.4K 0.02% -5,280 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $30K 0.02% 0 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares 351 $29.5K 0.02% new Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP 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: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,100 shares 2,100 $29.5K 0.02% +600 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,560 shares 1,560 $29.4K 0.02% +35 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $28.8K 0.02% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311 shares; 2025Q4: 311 shares 311 $28.7K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 56 shares 56 $28.7K 0.02% -1 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 217 shares 217 $28.6K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $28.4K 0.02% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $27.9K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 232 shares 232 $27.7K 0.02% +118 Timeline IBUF 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: 892 shares; 2025Q4: 941 shares 941 $27.5K 0.02% +49 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares 3,965 $27K 0.02% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 291 shares 291 $26.9K 0.02% +216 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 267 shares 267 $26.9K 0.02% +253 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 566 shares 566 $26.8K 0.02% -258 Timeline QBUF 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: 888 shares; 2025Q4: 910 shares 910 $26.7K 0.02% +22 Timeline RBUF 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: 901 shares; 2025Q4: 912 shares 912 $26.5K 0.02% +11 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: 1,622 shares; 2024Q4: 1,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 917 shares 917 $26.4K 0.02% -3 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,200 shares 1,200 $26.3K 0.02% -800 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 197 shares 197 $26.3K 0.02% +46 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,065 shares 1,065 $25.8K 0.02% +65 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 151 shares 151 $25.6K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares 180 $25.5K 0.02% new 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: 938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 288 shares 288 $25.4K 0.02% +3 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 129 shares 129 $25.2K 0.02% +75 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 3,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 2,053 shares 2,053 $25K 0.02% +585 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 15,775 shares; 2025Q1: 6,873 shares; 2025Q2: 3,160 shares; 2025Q3: 3,146 shares; 2025Q4: 211 shares 211 $24.7K 0.02% -2,935 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares 709 $24.7K 0.02% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares 505 $24.6K 0.02% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $24.5K 0.02% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $24.2K 0.02% 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: 327 shares; 2024Q4: 317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $24.2K 0.02% 0 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: 190 shares; 2024Q4: 190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 287 shares 287 $24.2K 0.02% +100 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 359 shares 359 $24.1K 0.02% +143 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: 161 shares; 2024Q4: 161 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 88 shares 88 $23.9K 0.02% -311 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 66 shares 66 $23.8K 0.02% -69 Timeline CTGO CONTANGO SILVER & GOLD INC More: the full row for CONTANGO SILVER & 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: not reported; 2025Q4: 900 shares 900 $23.8K 0.02% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $23.6K 0.02% 0 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $23.5K 0.02% 0 Timeline DVS DOLLY VARDEN SILVER CORP More: the full row for DOLLY VARDEN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,300 shares 5,300 $23.4K 0.02% new 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: 10,756 shares; 2024Q4: 11,283 shares; 2025Q1: 5,122 shares; 2025Q2: 2,347 shares; 2025Q3: 2,426 shares; 2025Q4: 160 shares 160 $23K 0.02% -2,266 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: 180 shares; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares 76 $23K 0.02% 0 Timeline TFI 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: 800 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $22.9K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $22.8K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 176 shares 176 $22.7K 0.01% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,356 shares; 2025Q3: 7,648 shares; 2025Q4: 473 shares 473 $22.5K 0.01% -7,175 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: 128 shares; 2024Q4: 128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares; 2025Q4: 128 shares 128 $22.2K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 11,987 shares; 2025Q1: 4,248 shares; 2025Q2: 5,433 shares; 2025Q3: 5,311 shares; 2025Q4: 64 shares 64 $22.2K 0.01% -5,247 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: 139 shares; 2024Q4: 139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 137 shares 137 $22K 0.01% +50 Timeline IEI 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: 354 shares; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 179 shares 179 $21.4K 0.01% 0 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: 2,041 shares; 2024Q4: 2,002 shares; 2025Q1: 1,542 shares; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 104 shares 104 $21.2K 0.01% +20 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 131 shares 131 $21.2K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $21K 0.01% 0 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: 129 shares; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares; 2025Q4: 128 shares 128 $20.9K 0.01% 0 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: 183 shares; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183 shares; 2025Q4: 183 shares 183 $20.8K 0.01% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 590 shares 590 $20.4K 0.01% -1 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 832 shares 832 $20.3K 0.01% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $20.2K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 374 shares 374 $20.1K 0.01% 0 Timeline JNK 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: 620 shares; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 204 shares 204 $19.8K 0.01% -94 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 404 shares 404 $19.8K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 150 shares 150 $19.7K 0.01% +50 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $19.5K 0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 796 shares 796 $19.5K 0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares 1,315 $19.5K 0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $19.4K 0.01% 0 Timeline POWR 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: 819 shares; 2024Q4: 819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 819 shares 819 $19.3K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 558 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 160 shares 160 $18.9K 0.01% -2 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 366 shares 366 $18.8K 0.01% -269 Timeline BOCT 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: 370 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $18.3K 0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $18.2K 0.01% 0 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 5,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 2,800 shares 2,800 $18.1K 0.01% -100 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $17.8K 0.01% 0 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: 265 shares; 2024Q4: 185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $17.8K 0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 600 shares 600 $17.8K 0.01% -700 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: 67 shares; 2024Q4: 67 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 66 shares 66 $17.5K 0.01% -1 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares 171 $17.5K 0.01% 0 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: 89 shares; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 2,075 shares 2,075 $17.3K 0.01% +2,001 FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 339 shares 339 $17.2K 0.01% -933 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 166 shares 166 $16.7K 0.01% +1 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 234 shares 234 $16.5K 0.01% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $16.5K 0.01% 0 Timeline RRGB RED ROBIN GOURMET BURGERS IN More: the full row for RED ROBIN GOURMET BURGERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares 4,050 $16.4K 0.01% new Timeline XRPN ARMADA ACQUISITION CORP II More: the full row for ARMADA ACQUISITION CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $16.4K 0.01% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,321 shares 1,321 $16.4K 0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 271 shares 271 $16.3K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 399 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 105 shares 105 $16.2K 0.01% +3 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332 shares; 2025Q4: 332 shares 332 $16K 0.01% 0 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $15.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 286 shares 286 $15.7K 0.01% +205 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 425 shares 425 $15.7K 0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares 50 $15.6K 0.01% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 200 shares; 2025Q4: 875 shares 875 $15.6K 0.01% +675 Timeline UVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,005 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,225 shares; 2025Q4: 2,684 shares 2,684 $15.5K 0.01% +459 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 350 shares; 2025Q4: 1,300 shares 1,300 $15.5K 0.01% +950 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: 305 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 53 shares 53 $15.2K 0.01% +47 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 15,142 shares; 2025Q3: 15,108 shares; 2025Q4: 118 shares 118 $15.1K 0.01% -14,990 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $15K 0.01% 0 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: 14 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 292 shares 292 $14.9K 0.01% +262 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 553 shares 553 $14.5K 0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 171 shares 171 $14.3K 0.01% +1 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,849 shares; 2025Q1: 2,524 shares; 2025Q2: 2,270 shares; 2025Q3: 2,175 shares; 2025Q4: 129 shares 129 $14.2K 0.01% -2,046 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 538 shares 538 $14.2K 0.01% -2 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 401 shares 401 $14.2K 0.01% +1 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: 31 shares; 2024Q4: 31 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $14.1K 0.01% 0 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: 221 shares; 2024Q4: 221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 190 shares 190 $14K 0.01% +1 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 1,994 shares 1,994 $14K 0.01% -5 Timeline XLB 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: 154 shares; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 308 shares 308 $14K 0.01% +154 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,924 shares; 2025Q4: 1,316 shares 1,316 $13.9K 0.01% -1,608 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $13.8K 0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares 1,090 $13.8K 0.01% 0 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 1,367 shares 1,367 $13.6K 0.01% +613 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: 63 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 116 shares 116 $13.6K 0.01% +51 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 350 shares 350 $13.5K 0.01% -265 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 211 shares 211 $13.4K 0.01% +2 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $13.3K 0.01% 0 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767 shares; 2025Q4: 885 shares 885 $13.3K 0.01% +118 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 3,040 shares 3,040 $13.3K 0.01% +2,940 Timeline