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: 603,464 shares; 2024Q4: 611,528 shares; 2025Q1: 663,055 shares; 2025Q2: 695,218 shares; 2025Q3: 785,082 shares; 2025Q4: 789,875 shares 789,875 $215M 7.44% +4,793 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: 706,265 shares; 2024Q4: 742,848 shares; 2025Q1: 743,665 shares; 2025Q2: 818,872 shares; 2025Q3: 894,125 shares; 2025Q4: 958,351 shares 958,351 $179M 6.19% +64,226 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: 254,849 shares; 2024Q4: 251,175 shares; 2025Q1: 266,955 shares; 2025Q2: 256,082 shares; 2025Q3: 258,633 shares; 2025Q4: 258,021 shares 258,021 $177M 6.12% -612 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026,909 shares; 2024Q4: 1,045,415 shares; 2025Q1: 1,075,698 shares; 2025Q2: 1,082,937 shares; 2025Q3: 1,107,429 shares; 2025Q4: 1,112,935 shares 1,112,935 $137M 4.75% +5,506 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: 220,425 shares; 2024Q4: 224,258 shares; 2025Q1: 237,203 shares; 2025Q2: 243,810 shares; 2025Q3: 266,106 shares; 2025Q4: 274,137 shares 274,137 $133M 4.59% +8,031 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: 476,828 shares; 2024Q4: 478,996 shares; 2025Q1: 542,196 shares; 2025Q2: 555,581 shares; 2025Q3: 577,104 shares; 2025Q4: 585,396 shares 585,396 $124M 4.3% +8,292 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: 351,152 shares; 2024Q4: 353,159 shares; 2025Q1: 359,482 shares; 2025Q2: 364,155 shares; 2025Q3: 369,816 shares; 2025Q4: 375,274 shares 375,274 $117M 4.07% +5,458 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: 293,343 shares; 2024Q4: 296,925 shares; 2025Q1: 312,173 shares; 2025Q2: 341,148 shares; 2025Q3: 369,936 shares; 2025Q4: 382,625 shares 382,625 $88.3M 3.06% +12,689 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: 150,775 shares; 2024Q4: 164,864 shares; 2025Q1: 172,751 shares; 2025Q2: 201,249 shares; 2025Q3: 194,475 shares; 2025Q4: 204,121 shares 204,121 $70.6M 2.45% +9,646 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: 808,410 shares; 2024Q4: 860,000 shares; 2025Q1: 866,139 shares; 2025Q2: 896,900 shares; 2025Q3: 959,548 shares; 2025Q4: 980,397 shares 980,397 $65.8M 2.28% +20,849 Timeline IWV 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: 161,307 shares; 2024Q4: 167,695 shares; 2025Q1: 189,946 shares; 2025Q2: 177,993 shares; 2025Q3: 178,120 shares; 2025Q4: 157,379 shares 157,379 $60.9M 2.11% -20,741 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 1,003,595 shares; 2025Q4: 1,142,927 shares 1,142,927 $54.1M 1.87% +139,332 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: 13,325 shares; 2024Q4: 14,318 shares; 2025Q1: 33,094 shares; 2025Q2: 52,387 shares; 2025Q3: 66,695 shares; 2025Q4: 67,441 shares 67,441 $44.5M 1.54% +746 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: 27,965 shares; 2024Q4: 28,284 shares; 2025Q1: 30,691 shares; 2025Q2: 38,439 shares; 2025Q3: 31,460 shares; 2025Q4: 36,951 shares 36,951 $39.7M 1.38% +5,491 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: 52,940 shares; 2024Q4: 54,983 shares; 2025Q1: 58,612 shares; 2025Q2: 62,832 shares; 2025Q3: 60,715 shares; 2025Q4: 56,054 shares 56,054 $38.2M 1.32% -4,661 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926,589 shares; 2025Q4: 935,638 shares 935,638 $35.3M 1.22% +9,049 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: 411,869 shares; 2024Q4: 427,360 shares; 2025Q1: 518,203 shares; 2025Q2: 530,638 shares; 2025Q3: 287,896 shares; 2025Q4: 289,321 shares 289,321 $34.8M 1.2% +1,425 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: 77,008 shares; 2024Q4: 77,443 shares; 2025Q1: 85,335 shares; 2025Q2: 87,025 shares; 2025Q3: 90,377 shares; 2025Q4: 91,676 shares 91,676 $32.2M 1.11% +1,299 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: 252,841 shares; 2024Q4: 253,632 shares; 2025Q1: 255,428 shares; 2025Q2: 262,158 shares; 2025Q3: 272,462 shares; 2025Q4: 281,906 shares 281,906 $31.4M 1.09% +9,444 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: 42,523 shares; 2024Q4: 100,947 shares; 2025Q1: 116,394 shares; 2025Q2: 120,131 shares; 2025Q3: 127,974 shares; 2025Q4: 127,048 shares 127,048 $26.3M 0.91% -926 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 448,775 shares; 2025Q4: 954,045 shares 954,045 $25.5M 0.88% +505,270 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,546 shares; 2024Q4: 23,999 shares; 2025Q1: 24,285 shares; 2025Q2: 75,476 shares; 2025Q3: 78,071 shares; 2025Q4: 78,517 shares 78,517 $25.3M 0.88% +446 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: 27,461 shares; 2024Q4: 27,152 shares; 2025Q1: 20,242 shares; 2025Q2: 20,156 shares; 2025Q3: 24,080 shares; 2025Q4: 269,027 shares 269,027 $25.2M 0.87% +244,947 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: 55,277 shares; 2024Q4: 55,958 shares; 2025Q1: 71,286 shares; 2025Q2: 69,970 shares; 2025Q3: 77,242 shares; 2025Q4: 79,628 shares 79,628 $25M 0.87% +2,386 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,990 shares; 2024Q4: 28,276 shares; 2025Q1: 28,540 shares; 2025Q2: 29,138 shares; 2025Q3: 29,841 shares; 2025Q4: 92,194 shares 92,194 $23.7M 0.82% +62,353 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,022 shares; 2024Q4: 53,286 shares; 2025Q1: 53,852 shares; 2025Q2: 55,449 shares; 2025Q3: 61,400 shares; 2025Q4: 61,433 shares 61,433 $22.7M 0.79% +33 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,731 shares; 2024Q4: 11,497 shares; 2025Q1: 61,039 shares; 2025Q2: 81,447 shares; 2025Q3: 97,019 shares; 2025Q4: 96,012 shares 96,012 $20.8M 0.72% -1,007 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,003 shares; 2024Q4: 62,673 shares; 2025Q1: 62,992 shares; 2025Q2: 63,849 shares; 2025Q3: 68,283 shares; 2025Q4: 58,438 shares 58,438 $20.1M 0.7% -9,845 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 60,925 shares; 2025Q1: 71,333 shares; 2025Q2: 60,736 shares; 2025Q3: 85,624 shares; 2025Q4: 87,042 shares 87,042 $19.9M 0.69% +1,418 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,815 shares; 2024Q4: 218,031 shares; 2025Q1: 222,077 shares; 2025Q2: 225,667 shares; 2025Q3: 220,155 shares; 2025Q4: 218,922 shares 218,922 $19.1M 0.66% -1,233 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: 20,117 shares; 2024Q4: 26,498 shares; 2025Q1: 26,565 shares; 2025Q2: 28,913 shares; 2025Q3: 39,566 shares; 2025Q4: 41,907 shares 41,907 $18.8M 0.65% +2,341 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: 98,556 shares; 2024Q4: 97,947 shares; 2025Q1: 91,890 shares; 2025Q2: 97,515 shares; 2025Q3: 67,380 shares; 2025Q4: 93,167 shares 93,167 $18.2M 0.63% +25,787 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,412 shares; 2024Q4: 82,655 shares; 2025Q1: 111,661 shares; 2025Q2: 113,405 shares; 2025Q3: 116,668 shares; 2025Q4: 117,844 shares 117,844 $18.1M 0.63% +1,176 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: 39,756 shares; 2024Q4: 39,871 shares; 2025Q1: 40,382 shares; 2025Q2: 40,812 shares; 2025Q3: 41,749 shares; 2025Q4: 56,249 shares 56,249 $17.6M 0.61% +14,500 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,344 shares; 2024Q4: 105,436 shares; 2025Q1: 107,187 shares; 2025Q2: 108,759 shares; 2025Q3: 138,742 shares; 2025Q4: 137,381 shares 137,381 $17.5M 0.61% -1,361 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,197 shares; 2024Q4: 59,251 shares; 2025Q1: 59,871 shares; 2025Q2: 60,696 shares; 2025Q3: 62,321 shares; 2025Q4: 79,543 shares 79,543 $17.5M 0.61% +17,222 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,353 shares; 2024Q4: 105,116 shares; 2025Q1: 41,314 shares; 2025Q2: 130,390 shares; 2025Q3: 39,699 shares; 2025Q4: 122,334 shares 122,334 $16.6M 0.58% +82,635 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: 131,252 shares; 2024Q4: 131,324 shares; 2025Q1: 138,271 shares; 2025Q2: 138,864 shares; 2025Q3: 147,983 shares; 2025Q4: 165,018 shares 165,018 $16.5M 0.57% +17,035 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,806 shares; 2024Q4: 194,171 shares; 2025Q1: 198,112 shares; 2025Q2: 204,322 shares; 2025Q3: 218,908 shares; 2025Q4: 175,425 shares 175,425 $16.3M 0.57% -43,483 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,943 shares; 2024Q4: 214,896 shares; 2025Q1: 157,595 shares; 2025Q2: 161,074 shares; 2025Q3: 201,197 shares; 2025Q4: 199,781 shares 199,781 $16.3M 0.57% -1,416 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: 6,114 shares; 2024Q4: 6,234 shares; 2025Q1: 6,556 shares; 2025Q2: 5,382 shares; 2025Q3: 129,567 shares; 2025Q4: 106,189 shares 106,189 $16.2M 0.56% -23,378 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: 149,694 shares; 2024Q4: 156,091 shares; 2025Q1: 170,319 shares; 2025Q2: 176,251 shares; 2025Q3: 190,244 shares; 2025Q4: 165,381 shares 165,381 $15.9M 0.55% -24,863 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,959 shares; 2025Q3: 151,221 shares; 2025Q4: 171,583 shares 171,583 $15.7M 0.54% +20,362 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: 1,482 shares; 2024Q4: 1,423 shares; 2025Q1: 1,538 shares; 2025Q2: 3,639 shares; 2025Q3: 3,599 shares; 2025Q4: 23,669 shares 23,669 $15.7M 0.54% +20,070 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,801 shares; 2024Q4: 96,734 shares; 2025Q1: 75,771 shares; 2025Q2: 77,891 shares; 2025Q3: 87,236 shares; 2025Q4: 87,587 shares 87,587 $15.5M 0.54% +351 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,755 shares; 2024Q4: 76,909 shares; 2025Q1: 64,432 shares; 2025Q2: 65,178 shares; 2025Q3: 67,603 shares; 2025Q4: 66,558 shares 66,558 $15.1M 0.52% -1,045 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,097 shares; 2024Q4: 24,150 shares; 2025Q1: 25,468 shares; 2025Q2: 26,150 shares; 2025Q3: 34,566 shares; 2025Q4: 28,186 shares 28,186 $14.7M 0.51% -6,380 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: 43,926 shares; 2024Q4: 55,138 shares; 2025Q1: 55,714 shares; 2025Q2: 76,251 shares; 2025Q3: 61,103 shares; 2025Q4: 52,977 shares 52,977 $14.4M 0.5% -8,126 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,525 shares; 2024Q4: 28,488 shares; 2025Q1: 28,980 shares; 2025Q2: 29,414 shares; 2025Q3: 30,036 shares; 2025Q4: 30,019 shares 30,019 $14M 0.48% -17 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: 34,931 shares; 2024Q4: 35,038 shares; 2025Q1: 34,806 shares; 2025Q2: 36,121 shares; 2025Q3: 33,012 shares; 2025Q4: 32,141 shares 32,141 $13.7M 0.47% -871 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,320 shares; 2025Q1: 93,322 shares; 2025Q2: 95,341 shares; 2025Q3: 96,961 shares; 2025Q4: 98,905 shares 98,905 $13.4M 0.46% +1,944 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: 27,307 shares; 2024Q4: 27,536 shares; 2025Q1: 33,965 shares; 2025Q2: 38,173 shares; 2025Q3: 42,311 shares; 2025Q4: 44,105 shares 44,105 $13.4M 0.46% +1,794 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,176 shares; 2024Q4: 72,612 shares; 2025Q1: 56,560 shares; 2025Q2: 58,068 shares; 2025Q3: 59,449 shares; 2025Q4: 60,418 shares 60,418 $13.3M 0.46% +969 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,555 shares; 2025Q4: 27,851 shares 27,851 $13.1M 0.45% +6,296 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,513 shares; 2025Q3: 45,211 shares; 2025Q4: 44,689 shares 44,689 $12.5M 0.43% -522 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 960 shares; 2025Q1: 33,552 shares; 2025Q2: 34,821 shares; 2025Q3: 36,269 shares; 2025Q4: 35,165 shares 35,165 $12.4M 0.43% -1,104 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: 39,231 shares; 2024Q4: 43,098 shares; 2025Q1: 47,097 shares; 2025Q2: 47,255 shares; 2025Q3: 38,338 shares; 2025Q4: 38,094 shares 38,094 $12.3M 0.43% -244 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,597 shares; 2024Q4: 51,109 shares; 2025Q1: 59,392 shares; 2025Q2: 59,038 shares; 2025Q3: 60,086 shares; 2025Q4: 60,169 shares 60,169 $12.2M 0.42% +83 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,910 shares 52,910 $11.9M 0.41% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 152,196 shares; 2025Q1: 152,892 shares; 2025Q2: 156,922 shares; 2025Q3: 154,129 shares; 2025Q4: 153,882 shares 153,882 $11.3M 0.39% -247 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,560 shares; 2024Q4: 155,432 shares; 2025Q1: 98,922 shares; 2025Q2: 101,786 shares; 2025Q3: 155,038 shares; 2025Q4: 117,214 shares 117,214 $11.2M 0.39% -37,824 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: not reported; 2024Q4: 20,242 shares; 2025Q1: 20,251 shares; 2025Q2: 20,333 shares; 2025Q3: 20,354 shares; 2025Q4: 20,696 shares 20,696 $10.6M 0.37% +342 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 11,871 shares; 2025Q1: 11,984 shares; 2025Q2: 13,918 shares; 2025Q3: 13,092 shares; 2025Q4: 66,370 shares 66,370 $10.2M 0.35% +53,278 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: 10,329 shares; 2024Q4: 10,387 shares; 2025Q1: 11,285 shares; 2025Q2: 12,654 shares; 2025Q3: 15,638 shares; 2025Q4: 19,136 shares 19,136 $9.62M 0.33% +3,498 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,796 shares; 2024Q4: 91,354 shares; 2025Q1: 94,678 shares; 2025Q2: 105,405 shares; 2025Q3: 109,493 shares; 2025Q4: 106,234 shares 106,234 $9.5M 0.33% -3,259 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: 92,828 shares; 2024Q4: 93,192 shares; 2025Q1: 94,478 shares; 2025Q2: 94,480 shares; 2025Q3: 94,871 shares; 2025Q4: 95,191 shares 95,191 $8.96M 0.31% +320 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: 73,499 shares; 2024Q4: 68,489 shares; 2025Q1: 113,324 shares; 2025Q2: 112,465 shares; 2025Q3: 108,777 shares; 2025Q4: 110,283 shares 110,283 $8.85M 0.31% +1,506 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: 6,682 shares; 2024Q4: 6,839 shares; 2025Q1: 7,246 shares; 2025Q2: 8,397 shares; 2025Q3: 11,856 shares; 2025Q4: 12,776 shares 12,776 $8.01M 0.28% +920 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,102 shares; 2025Q1: 24,218 shares; 2025Q2: 25,934 shares; 2025Q3: 29,668 shares; 2025Q4: 46,392 shares 46,392 $7.94M 0.28% +16,724 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,711 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506,031 shares; 2025Q3: 506,031 shares; 2025Q4: 455,631 shares 455,631 $7.63M 0.26% -50,400 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: 7,269 shares; 2024Q4: 7,389 shares; 2025Q1: 6,563 shares; 2025Q2: 6,560 shares; 2025Q3: 8,226 shares; 2025Q4: 8,564 shares 8,564 $7.39M 0.26% +338 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: 5,095 shares; 2024Q4: 5,365 shares; 2025Q1: 8,128 shares; 2025Q2: 9,134 shares; 2025Q3: 9,534 shares; 2025Q4: 11,978 shares 11,978 $7.36M 0.25% +2,444 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: 2,663 shares; 2024Q4: 2,878 shares; 2025Q1: 7,710 shares; 2025Q2: 8,528 shares; 2025Q3: 21,839 shares; 2025Q4: 21,947 shares 21,947 $7.36M 0.25% +108 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 5,048 shares; 2025Q1: 5,331 shares; 2025Q2: 7,758 shares; 2025Q3: 8,058 shares; 2025Q4: 7,546 shares 7,546 $6.63M 0.23% -512 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: 9,397 shares; 2024Q4: 9,507 shares; 2025Q1: 11,613 shares; 2025Q2: 13,266 shares; 2025Q3: 13,684 shares; 2025Q4: 13,766 shares 13,766 $6.52M 0.23% +82 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,342 shares; 2024Q4: 64,613 shares; 2025Q1: 53,640 shares; 2025Q2: 52,711 shares; 2025Q3: 52,871 shares; 2025Q4: 54,863 shares 54,863 $6.04M 0.21% +1,992 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: 19,978 shares; 2024Q4: 19,999 shares; 2025Q1: 20,199 shares; 2025Q2: 19,999 shares; 2025Q3: 20,169 shares; 2025Q4: 20,189 shares 20,189 $5.86M 0.2% +20 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: not reported; 2025Q2: 8,784 shares; 2025Q3: 8,811 shares; 2025Q4: 8,597 shares 8,597 $5.79M 0.2% -214 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: 127,596 shares; 2024Q4: 21,075 shares; 2025Q1: 37,128 shares; 2025Q2: 37,694 shares; 2025Q3: 42,741 shares; 2025Q4: 43,676 shares 43,676 $5.26M 0.18% +935 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: 12,252 shares; 2024Q4: 20,517 shares; 2025Q1: 25,204 shares; 2025Q2: 3,793 shares; 2025Q3: 21,720 shares; 2025Q4: 30,964 shares 30,964 $4.98M 0.17% +9,244 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: 17,685 shares; 2024Q4: 17,685 shares; 2025Q1: 17,700 shares; 2025Q2: 17,896 shares; 2025Q3: 17,855 shares; 2025Q4: 17,855 shares 17,855 $4.61M 0.16% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,677 shares; 2025Q1: 5,335 shares; 2025Q2: 5,356 shares; 2025Q3: 5,384 shares; 2025Q4: 5,551 shares 5,551 $4.55M 0.16% +167 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,668 shares; 2024Q4: 725,168 shares; 2025Q1: 725,168 shares; 2025Q2: 725,179 shares; 2025Q3: 725,201 shares; 2025Q4: 725,202 shares 725,202 $4.47M 0.15% +1 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,239 shares; 2025Q3: 124,685 shares; 2025Q4: 170,341 shares 170,341 $4.34M 0.15% +45,656 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,341 shares; 2024Q4: 23,341 shares; 2025Q1: 23,174 shares; 2025Q2: 22,100 shares; 2025Q3: 19,114 shares; 2025Q4: 19,149 shares 19,149 $4.27M 0.15% +35 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,937 shares; 2024Q4: 98,937 shares; 2025Q1: 102,291 shares; 2025Q2: 102,893 shares; 2025Q3: 102,893 shares; 2025Q4: 78,033 shares 78,033 $4.27M 0.15% -24,860 Timeline IX ORIX CORP More: the full row for ORIX 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: 140,402 shares 140,402 $4.1M 0.14% new 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: 8,427 shares; 2024Q4: 6,788 shares; 2025Q1: 7,732 shares; 2025Q2: 8,926 shares; 2025Q3: 10,400 shares; 2025Q4: 10,936 shares 10,936 $4.08M 0.14% +536 Timeline CANQ CALAMOS ETF TR More: the full row for CALAMOS 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: 38,193 shares; 2025Q4: 134,448 shares 134,448 $4M 0.14% +96,255 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,606 shares; 2025Q2: 27,092 shares; 2025Q3: 35,072 shares; 2025Q4: 20,431 shares 20,431 $3.91M 0.14% -14,641 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: 40,014 shares; 2024Q4: 40,171 shares; 2025Q1: 32,729 shares; 2025Q2: 9,124 shares; 2025Q3: 9,847 shares; 2025Q4: 11,814 shares 11,814 $3.9M 0.14% +1,967 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 18,342 shares; 2025Q1: 25,608 shares; 2025Q2: 16,006 shares; 2025Q3: 23,226 shares; 2025Q4: 26,040 shares 26,040 $3.82M 0.13% +2,814 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: 4,054 shares; 2024Q4: 4,134 shares; 2025Q1: 4,432 shares; 2025Q2: 4,473 shares; 2025Q3: 6,330 shares; 2025Q4: 6,404 shares 6,404 $3.66M 0.13% +74 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,426 shares; 2024Q4: 16,089 shares; 2025Q1: 18,687 shares; 2025Q2: 19,337 shares; 2025Q3: 11,403 shares; 2025Q4: 11,839 shares 11,839 $3.65M 0.13% +436 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269,253 shares; 2025Q3: 292,040 shares; 2025Q4: 309,079 shares 309,079 $3.63M 0.13% +17,039 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,074 shares; 2024Q4: 28,699 shares; 2025Q1: not reported; 2025Q2: 36,409 shares; 2025Q3: 39,607 shares; 2025Q4: 41,900 shares 41,900 $3.61M 0.12% +2,293 Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,040 shares; 2024Q4: 132,233 shares; 2025Q1: 132,233 shares; 2025Q2: 132,351 shares; 2025Q3: 143,035 shares; 2025Q4: 133,420 shares 133,420 $3.59M 0.12% -9,615 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: 248,805 shares; 2024Q4: 353,695 shares; 2025Q1: 242,715 shares; 2025Q2: 53,293 shares; 2025Q3: 55,705 shares; 2025Q4: 63,980 shares 63,980 $3.52M 0.12% +8,275 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest 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: 53,706 shares 53,706 $3.52M 0.12% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,904 shares; 2025Q1: 3,205 shares; 2025Q2: 7,056 shares; 2025Q3: 7,201 shares; 2025Q4: 7,235 shares 7,235 $3.5M 0.12% +34 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: 8,852 shares; 2024Q4: 9,060 shares; 2025Q1: 8,104 shares; 2025Q2: 8,431 shares; 2025Q3: 14,729 shares; 2025Q4: 14,875 shares 14,875 $3.4M 0.12% +146 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,807 shares; 2024Q4: 151,194 shares; 2025Q1: 151,194 shares; 2025Q2: 128,057 shares; 2025Q3: 136,492 shares; 2025Q4: 125,519 shares 125,519 $3.39M 0.12% -10,973 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: 4,479 shares; 2024Q4: 3,157 shares; 2025Q1: 4,485 shares; 2025Q2: 4,776 shares; 2025Q3: 3,009 shares; 2025Q4: 3,148 shares 3,148 $3.37M 0.12% +139 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: 16,924 shares; 2024Q4: 22,855 shares; 2025Q1: 19,567 shares; 2025Q2: 22,867 shares; 2025Q3: 23,054 shares; 2025Q4: 23,021 shares 23,021 $3.3M 0.11% -33 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 175,004 shares; 2025Q2: 138,896 shares; 2025Q3: 150,650 shares; 2025Q4: 159,424 shares 159,424 $3.08M 0.11% +8,774 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares 4 $3.02M 0.1% +1 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,775 shares; 2025Q1: 1,795 shares; 2025Q2: 2,072 shares; 2025Q3: 2,172 shares; 2025Q4: 2,484 shares 2,484 $3.02M 0.1% +312 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,549 shares 31,549 $2.9M 0.1% new 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: 115,583 shares; 2025Q3: 74,635 shares; 2025Q4: 75,066 shares 75,066 $2.9M 0.1% +431 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: 1,892 shares; 2024Q4: 1,991 shares; 2025Q1: 2,547 shares; 2025Q2: 2,986 shares; 2025Q3: 4,122 shares; 2025Q4: 4,851 shares 4,851 $2.78M 0.1% +729 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 21,957 shares; 2025Q4: 29,706 shares 29,706 $2.72M 0.09% +7,749 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,717 shares; 2025Q4: 9,108 shares 9,108 $2.69M 0.09% -5,609 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,803 shares; 2025Q1: 74,738 shares; 2025Q2: 95,418 shares; 2025Q3: 95,418 shares; 2025Q4: 102,449 shares 102,449 $2.67M 0.09% +7,031 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,798 shares; 2024Q4: 69,190 shares; 2025Q1: 67,727 shares; 2025Q2: 51,832 shares; 2025Q3: 76,022 shares; 2025Q4: 58,792 shares 58,792 $2.62M 0.09% -17,230 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: 16,476 shares; 2025Q1: 16,401 shares; 2025Q2: 16,831 shares; 2025Q3: 20,428 shares; 2025Q4: 19,867 shares 19,867 $2.6M 0.09% -561 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,999 shares; 2025Q1: 3,949 shares; 2025Q2: 4,739 shares; 2025Q3: 8,328 shares; 2025Q4: 8,490 shares 8,490 $2.51M 0.09% +162 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: 40,468 shares; 2024Q4: 39,308 shares; 2025Q1: 39,449 shares; 2025Q2: 38,685 shares; 2025Q3: 35,452 shares; 2025Q4: 31,382 shares 31,382 $2.47M 0.09% -4,070 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: 5,019 shares; 2024Q4: 5,127 shares; 2025Q1: 8,485 shares; 2025Q2: 8,452 shares; 2025Q3: 9,244 shares; 2025Q4: 8,706 shares 8,706 $2.34M 0.08% -538 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: 14,236 shares; 2024Q4: 11,861 shares; 2025Q1: 21,915 shares; 2025Q2: 22,010 shares; 2025Q3: 24,101 shares; 2025Q4: 30,085 shares 30,085 $2.32M 0.08% +5,984 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,254 shares; 2024Q4: 34,254 shares; 2025Q1: 34,254 shares; 2025Q2: 34,254 shares; 2025Q3: 91,687 shares; 2025Q4: 85,323 shares 85,323 $2.29M 0.08% -6,364 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,718 shares; 2025Q1: 9,187 shares; 2025Q2: 9,881 shares; 2025Q3: 12,687 shares; 2025Q4: 12,413 shares 12,413 $2.28M 0.08% -274 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: 3,778 shares; 2024Q4: 3,976 shares; 2025Q1: 5,743 shares; 2025Q2: 6,260 shares; 2025Q3: 6,327 shares; 2025Q4: 7,872 shares 7,872 $2.25M 0.08% +1,545 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,567 shares; 2025Q2: 1,576 shares; 2025Q3: 1,567 shares; 2025Q4: 6,571 shares 6,571 $2.13M 0.07% +5,004 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,177 shares; 2024Q4: 26,210 shares; 2025Q1: 25,658 shares; 2025Q2: 28,554 shares; 2025Q3: 30,620 shares; 2025Q4: 30,978 shares 30,978 $2.08M 0.07% +358 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,596 shares 79,596 $2.04M 0.07% new 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: 2,476 shares; 2024Q4: 5,164 shares; 2025Q1: 66,551 shares; 2025Q2: 7,555 shares; 2025Q3: 16,719 shares; 2025Q4: 16,719 shares 16,719 $2.03M 0.07% 0 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: 139,512 shares; 2024Q4: 20,024 shares; 2025Q1: 18,040 shares; 2025Q2: 14,410 shares; 2025Q3: 15,761 shares; 2025Q4: 19,290 shares 19,290 $2.03M 0.07% +3,529 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: 7,891 shares; 2024Q4: 7,891 shares; 2025Q1: 7,692 shares; 2025Q2: 7,821 shares; 2025Q3: 7,913 shares; 2025Q4: 16,962 shares 16,962 $2.03M 0.07% +9,049 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,627 shares; 2025Q1: 3,418 shares; 2025Q2: 3,515 shares; 2025Q3: 3,533 shares; 2025Q4: 4,716 shares 4,716 $1.99M 0.07% +1,183 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: 5,055 shares; 2024Q4: 7,197 shares; 2025Q1: 10,182 shares; 2025Q2: 5,459 shares; 2025Q3: 5,367 shares; 2025Q4: 18,394 shares 18,394 $1.97M 0.07% +13,027 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,448 shares; 2025Q2: 4,498 shares; 2025Q3: 4,753 shares; 2025Q4: 5,338 shares 5,338 $1.92M 0.07% +585 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: 6,495 shares; 2024Q4: 6,320 shares; 2025Q1: 6,146 shares; 2025Q2: 6,547 shares; 2025Q3: 6,354 shares; 2025Q4: 6,283 shares 6,283 $1.92M 0.07% -71 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,459 shares; 2025Q1: 2,578 shares; 2025Q2: 2,462 shares; 2025Q3: 5,813 shares; 2025Q4: 5,801 shares 5,801 $1.9M 0.07% -12 Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS 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: 85,875 shares; 2025Q2: 91,258 shares; 2025Q3: 77,812 shares; 2025Q4: 75,130 shares 75,130 $1.89M 0.07% -2,682 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,166 shares; 2025Q1: 2,166 shares; 2025Q2: 9,170 shares; 2025Q3: 9,248 shares; 2025Q4: 9,270 shares 9,270 $1.83M 0.06% +22 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,005 shares; 2025Q1: 21,413 shares; 2025Q2: 27,213 shares; 2025Q3: 49,258 shares; 2025Q4: 36,236 shares 36,236 $1.8M 0.06% -13,022 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: 4,838 shares; 2024Q4: 4,838 shares; 2025Q1: 6,147 shares; 2025Q2: 7,752 shares; 2025Q3: 8,342 shares; 2025Q4: 8,476 shares 8,476 $1.78M 0.06% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 730 shares; 2025Q4: 2,355 shares 2,355 $1.78M 0.06% +1,625 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,963 shares; 2024Q4: 50,877 shares; 2025Q1: 32,852 shares; 2025Q2: 32,965 shares; 2025Q3: 32,929 shares; 2025Q4: 32,929 shares 32,929 $1.77M 0.06% 0 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: 22,481 shares; 2024Q4: 22,536 shares; 2025Q1: 23,120 shares; 2025Q2: 26,291 shares; 2025Q3: 25,827 shares; 2025Q4: 26,819 shares 26,819 $1.77M 0.06% +992 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: 10,787 shares; 2024Q4: 10,795 shares; 2025Q1: 11,032 shares; 2025Q2: 11,878 shares; 2025Q3: 13,476 shares; 2025Q4: 15,281 shares 15,281 $1.74M 0.06% +1,805 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,373 shares; 2024Q4: 22,373 shares; 2025Q1: 21,406 shares; 2025Q2: 21,406 shares; 2025Q3: 46,904 shares; 2025Q4: 32,201 shares 32,201 $1.7M 0.06% -14,703 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,970 shares; 2024Q4: 61,970 shares; 2025Q1: 85,160 shares; 2025Q2: 85,160 shares; 2025Q3: 85,160 shares; 2025Q4: 85,160 shares 85,160 $1.64M 0.06% 0 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS 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: 54,435 shares; 2025Q2: 69,430 shares; 2025Q3: 67,600 shares; 2025Q4: 63,625 shares 63,625 $1.63M 0.06% -3,975 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,640 shares; 2025Q1: 8,566 shares; 2025Q2: 8,476 shares; 2025Q3: 16,114 shares; 2025Q4: 12,908 shares 12,908 $1.62M 0.06% -3,206 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,005 shares; 2024Q4: 52,474 shares; 2025Q1: 65,121 shares; 2025Q2: 63,760 shares; 2025Q3: 63,492 shares; 2025Q4: 64,195 shares 64,195 $1.6M 0.06% +703 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: 3,264 shares; 2024Q4: 29,809 shares; 2025Q1: 34,408 shares; 2025Q2: 2,576 shares; 2025Q3: 3,059 shares; 2025Q4: 5,930 shares 5,930 $1.57M 0.05% +2,871 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,112 shares; 2024Q4: 26,497 shares; 2025Q1: 66,097 shares; 2025Q2: 66,097 shares; 2025Q3: 75,022 shares; 2025Q4: 56,292 shares 56,292 $1.53M 0.05% -18,730 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,767 shares; 2024Q4: 23,208 shares; 2025Q1: 39,696 shares; 2025Q2: 36,070 shares; 2025Q3: 47,081 shares; 2025Q4: 41,424 shares 41,424 $1.53M 0.05% -5,657 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 5,086 shares; 2025Q3: 5,091 shares; 2025Q4: 4,471 shares 4,471 $1.52M 0.05% -620 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: 6,707 shares; 2024Q4: 69,723 shares; 2025Q1: 110,065 shares; 2025Q2: 5,196 shares; 2025Q3: 9,653 shares; 2025Q4: 10,206 shares 10,206 $1.46M 0.05% +553 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,221 shares; 2024Q4: 597,635 shares; 2025Q1: 404,606 shares; 2025Q2: 411,282 shares; 2025Q3: 66,403 shares; 2025Q4: 25,850 shares 25,850 $1.44M 0.05% -40,553 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,516 shares; 2025Q1: 4,932 shares; 2025Q2: 5,058 shares; 2025Q3: 5,158 shares; 2025Q4: 10,016 shares 10,016 $1.44M 0.05% +4,858 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 13,424 shares; 2025Q1: 13,310 shares; 2025Q2: 13,888 shares; 2025Q3: 15,617 shares; 2025Q4: 14,975 shares 14,975 $1.44M 0.05% -642 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,040 shares; 2025Q4: 19,040 shares 19,040 $1.44M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 3,160 shares; 2025Q4: 3,619 shares 3,619 $1.43M 0.05% +459 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: 124 shares; 2024Q4: 133 shares; 2025Q1: 140 shares; 2025Q2: 223 shares; 2025Q3: 224 shares; 2025Q4: 266 shares 266 $1.42M 0.05% +42 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 4,072 shares; 2025Q1: 4,007 shares; 2025Q2: 4,893 shares; 2025Q3: 9,499 shares; 2025Q4: 12,158 shares 12,158 $1.42M 0.05% +2,659 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: 4,802 shares; 2024Q4: 4,911 shares; 2025Q1: 6,237 shares; 2025Q2: 6,206 shares; 2025Q3: 5,917 shares; 2025Q4: 5,869 shares 5,869 $1.42M 0.05% -48 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,359 shares 7,359 $1.41M 0.05% new Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS 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: 54,520 shares 54,520 $1.4M 0.05% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,414 shares; 2025Q1: 1,372 shares; 2025Q2: 4,312 shares; 2025Q3: 4,474 shares; 2025Q4: 4,773 shares 4,773 $1.38M 0.05% +299 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 10,406 shares; 2025Q1: 9,750 shares; 2025Q2: 9,647 shares; 2025Q3: 12,591 shares; 2025Q4: 13,996 shares 13,996 $1.34M 0.05% +1,405 Timeline CPSP CALAMOS ETF TR More: the full row for CALAMOS 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: 59,027 shares; 2025Q3: 52,508 shares; 2025Q4: 51,308 shares 51,308 $1.34M 0.05% -1,200 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: 1,568 shares; 2024Q4: 1,708 shares; 2025Q1: 4,566 shares; 2025Q2: 5,344 shares; 2025Q3: 5,612 shares; 2025Q4: 6,115 shares 6,115 $1.31M 0.05% +503 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,763 shares; 2024Q4: 109,298 shares; 2025Q1: 115,783 shares; 2025Q2: not reported; 2025Q3: 85,734 shares; 2025Q4: 80,843 shares 80,843 $1.28M 0.04% -4,891 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 3,138 shares; 2025Q1: 4,085 shares; 2025Q2: 4,284 shares; 2025Q3: 2,002 shares; 2025Q4: 1,951 shares 1,951 $1.28M 0.04% -51 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: 12,926 shares; 2024Q4: 15,280 shares; 2025Q1: 12,772 shares; 2025Q2: 13,101 shares; 2025Q3: 44,166 shares; 2025Q4: 50,877 shares 50,877 $1.26M 0.04% +6,711 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,816 shares; 2025Q3: 7,816 shares; 2025Q4: 7,816 shares 7,816 $1.23M 0.04% 0 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,091 shares; 2024Q4: 48,480 shares; 2025Q1: 48,480 shares; 2025Q2: 48,600 shares; 2025Q3: 50,468 shares; 2025Q4: 45,858 shares 45,858 $1.23M 0.04% -4,610 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: 17,573 shares; 2024Q4: 17,050 shares; 2025Q1: 14,560 shares; 2025Q2: 13,726 shares; 2025Q3: 14,346 shares; 2025Q4: 14,484 shares 14,484 $1.22M 0.04% +138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,322 shares; 2025Q4: 5,754 shares 5,754 $1.2M 0.04% +432 Timeline CPRO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,688 shares; 2025Q1: 21,414 shares; 2025Q2: 18,617 shares; 2025Q3: 22,252 shares; 2025Q4: 43,579 shares 43,579 $1.17M 0.04% +21,327 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: not reported; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 4,025 shares; 2025Q3: 4,574 shares; 2025Q4: 4,728 shares 4,728 $1.15M 0.04% +154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,657 shares; 2025Q4: 6,406 shares 6,406 $1.14M 0.04% +749 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,364 shares; 2024Q4: 1,637 shares; 2025Q1: 1,599 shares; 2025Q2: 1,223 shares; 2025Q3: 1,485 shares; 2025Q4: 1,928 shares 1,928 $1.12M 0.04% +443 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: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,946 shares; 2025Q4: 9,123 shares 9,123 $1.11M 0.04% +4,177 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,145 shares; 2025Q1: 26,075 shares; 2025Q2: 15,241 shares; 2025Q3: 14,526 shares; 2025Q4: 15,896 shares 15,896 $1.1M 0.04% +1,370 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares 4,326 $1.09M 0.04% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,610 shares 20,610 $1.09M 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 15,766 shares; 2025Q1: 15,579 shares; 2025Q2: 15,855 shares; 2025Q3: 14,839 shares; 2025Q4: 15,413 shares 15,413 $1.08M 0.04% +574 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 16,253 shares; 2025Q1: 16,195 shares; 2025Q2: 16,008 shares; 2025Q3: 15,743 shares; 2025Q4: 13,513 shares 13,513 $1.07M 0.04% -2,230 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 789 shares; 2025Q1: 1,354 shares; 2025Q2: 1,515 shares; 2025Q3: 1,402 shares; 2025Q4: 526 shares 526 $1.06M 0.04% -876 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,496 shares; 2025Q2: 3,308 shares; 2025Q3: 6,562 shares; 2025Q4: 6,853 shares 6,853 $1.06M 0.04% +291 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 10,041 shares; 2025Q4: 10,483 shares 10,483 $1.04M 0.04% +442 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: 8,769 shares; 2024Q4: 8,780 shares; 2025Q1: 8,821 shares; 2025Q2: 5,415 shares; 2025Q3: 4,378 shares; 2025Q4: 4,195 shares 4,195 $1.03M 0.04% -183 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: 43,562 shares; 2024Q4: 43,562 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $1.03M 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 982 shares; 2025Q4: 2,636 shares 2,636 $1.03M 0.04% +1,654 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,564 shares; 2025Q1: 2,782 shares; 2025Q2: 3,046 shares; 2025Q3: 4,738 shares; 2025Q4: 5,141 shares 5,141 $1.02M 0.04% +403 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,954 shares; 2025Q1: 6,176 shares; 2025Q2: 7,497 shares; 2025Q3: 7,372 shares; 2025Q4: 7,150 shares 7,150 $995K 0.03% -222 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,139 shares; 2025Q2: 11,139 shares; 2025Q3: 11,719 shares; 2025Q4: 31,992 shares 31,992 $990K 0.03% +20,273 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: 11,908 shares; 2024Q4: 11,908 shares; 2025Q1: 11,908 shares; 2025Q2: 11,908 shares; 2025Q3: 11,908 shares; 2025Q4: 11,908 shares 11,908 $986K 0.03% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares 9,300 $983K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 2,175 shares; 2025Q1: 1,964 shares; 2025Q2: 1,878 shares; 2025Q3: 3,707 shares; 2025Q4: 4,164 shares 4,164 $963K 0.03% +457 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 13,855 shares; 2025Q1: 13,644 shares; 2025Q2: 6,683 shares; 2025Q3: 18,528 shares; 2025Q4: 17,592 shares 17,592 $941K 0.03% -936 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: not reported; 2024Q4: not reported; 2025Q1: 4,026 shares; 2025Q2: 3,921 shares; 2025Q3: 20,070 shares; 2025Q4: 16,059 shares 16,059 $926K 0.03% -4,011 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: 3,091 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares 3,226 $901K 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,163 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $893K 0.03% 0 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: 4,973 shares; 2024Q4: 5,027 shares; 2025Q1: 5,148 shares; 2025Q2: 4,982 shares; 2025Q3: 5,146 shares; 2025Q4: 4,653 shares 4,653 $889K 0.03% -493 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 402 shares 402 $864K 0.03% +2 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,351 shares; 2025Q1: 19,351 shares; 2025Q2: 19,351 shares; 2025Q3: 9,770 shares; 2025Q4: 31,988 shares 31,988 $861K 0.03% +22,218 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 10,952 shares; 2025Q1: 10,522 shares; 2025Q2: 9,691 shares; 2025Q3: 12,695 shares; 2025Q4: 12,657 shares 12,657 $844K 0.03% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,784 shares 1,784 $836K 0.03% +323 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: 5,287 shares; 2024Q4: 4,756 shares; 2025Q1: 5,256 shares; 2025Q2: 4,670 shares; 2025Q3: 5,438 shares; 2025Q4: 5,203 shares 5,203 $835K 0.03% -235 Timeline SJNK 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: 41,276 shares; 2024Q4: 41,276 shares; 2025Q1: 29,511 shares; 2025Q2: 31,201 shares; 2025Q3: 26,906 shares; 2025Q4: 32,936 shares 32,936 $834K 0.03% +6,030 Timeline XOP 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: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $833K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 3,616 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares 3,765 $827K 0.03% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 3,563 shares 3,563 $812K 0.03% +2,317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 3,574 shares 3,574 $808K 0.03% +1,458 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: 4,066 shares; 2024Q4: 4,066 shares; 2025Q1: 4,141 shares; 2025Q2: 4,141 shares; 2025Q3: 4,189 shares; 2025Q4: 4,517 shares 4,517 $801K 0.03% +328 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: 380,734 shares; 2024Q4: 20,126 shares; 2025Q1: 19,332 shares; 2025Q2: 15,260 shares; 2025Q3: 14,457 shares; 2025Q4: 21,638 shares 21,638 $784K 0.03% +7,181 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,052 shares; 2024Q4: 107,333 shares; 2025Q1: 107,596 shares; 2025Q2: 110,469 shares; 2025Q3: 5,592 shares; 2025Q4: 5,883 shares 5,883 $781K 0.03% +291 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,319 shares 28,319 $770K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,020 shares; 2025Q1: 3,046 shares; 2025Q2: 2,883 shares; 2025Q3: 3,801 shares; 2025Q4: 4,486 shares 4,486 $767K 0.03% +685 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: 5,808 shares; 2024Q4: 4,303 shares; 2025Q1: 3,877 shares; 2025Q2: 3,899 shares; 2025Q3: 3,938 shares; 2025Q4: 3,933 shares 3,933 $767K 0.03% -5 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: 4,680 shares; 2024Q4: not reported; 2025Q1: 4,606 shares; 2025Q2: not reported; 2025Q3: 22,272 shares; 2025Q4: 18,789 shares 18,789 $765K 0.03% -3,483 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,811 shares; 2024Q4: 34,811 shares; 2025Q1: 34,811 shares; 2025Q2: 34,929 shares; 2025Q3: 31,749 shares; 2025Q4: 28,058 shares 28,058 $757K 0.03% -3,691 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,185 shares; 2025Q1: 4,658 shares; 2025Q2: 5,472 shares; 2025Q3: 5,852 shares; 2025Q4: 4,650 shares 4,650 $756K 0.03% -1,202 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,439 shares; 2025Q1: 3,473 shares; 2025Q2: 3,471 shares; 2025Q3: 4,745 shares; 2025Q4: 3,546 shares 3,546 $752K 0.03% -1,199 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,640 shares; 2025Q4: 9,840 shares 9,840 $724K 0.03% -800 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS 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: 45,713 shares; 2025Q2: 45,713 shares; 2025Q3: 28,687 shares; 2025Q4: 26,672 shares 26,672 $720K 0.02% -2,015 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares; 2025Q1: 5,182 shares; 2025Q2: 5,182 shares; 2025Q3: 5,104 shares; 2025Q4: 4,413 shares 4,413 $712K 0.02% -691 Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,801 shares; 2025Q1: 37,801 shares; 2025Q2: 18,613 shares; 2025Q3: 15,601 shares; 2025Q4: 25,915 shares 25,915 $701K 0.02% +10,314 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,171 shares; 2025Q1: 4,171 shares; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares 4,171 $700K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: not reported; 2025Q2: 594 shares; 2025Q3: 1,330 shares; 2025Q4: 1,222 shares 1,222 $694K 0.02% -108 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,514 shares; 2025Q1: 1,564 shares; 2025Q2: 1,191 shares; 2025Q3: 1,471 shares; 2025Q4: 1,399 shares 1,399 $683K 0.02% -72 Timeline CPRA CALAMOS ETF TR More: the full row for CALAMOS 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: 30,584 shares; 2025Q3: 25,282 shares; 2025Q4: 25,684 shares 25,684 $682K 0.02% +402 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 6,530 shares; 2025Q4: 8,522 shares 8,522 $676K 0.02% +1,992 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,957 shares; 2025Q3: 27,957 shares; 2025Q4: 27,957 shares 27,957 $673K 0.02% 0 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,257 shares; 2025Q1: 21,642 shares; 2025Q2: 21,642 shares; 2025Q3: 15,785 shares; 2025Q4: 24,855 shares 24,855 $660K 0.02% +9,070 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,766 shares; 2025Q3: 7,150 shares; 2025Q4: 7,160 shares 7,160 $654K 0.02% +10 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 835 shares; 2025Q1: 790 shares; 2025Q2: 767 shares; 2025Q3: 730 shares; 2025Q4: 740 shares 740 $650K 0.02% +10 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: not reported; 2025Q1: 1,852 shares; 2025Q2: 2,568 shares; 2025Q3: 4,622 shares; 2025Q4: 4,646 shares 4,646 $641K 0.02% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,472 shares; 2025Q3: 8,381 shares; 2025Q4: 10,477 shares 10,477 $630K 0.02% +2,096 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 9,853 shares; 2025Q1: 9,444 shares; 2025Q2: 8,842 shares; 2025Q3: 8,237 shares; 2025Q4: 8,200 shares 8,200 $619K 0.02% -37 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: 2,727 shares; 2024Q4: 8,183 shares; 2025Q1: 8,719 shares; 2025Q2: 20,793 shares; 2025Q3: 20,219 shares; 2025Q4: 22,551 shares 22,551 $619K 0.02% +2,332 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: 2,782 shares; 2024Q4: 2,782 shares; 2025Q1: 2,783 shares; 2025Q2: 2,783 shares; 2025Q3: 2,742 shares; 2025Q4: 3,961 shares 3,961 $613K 0.02% +1,219 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,270 shares; 2025Q1: 13,270 shares; 2025Q2: 13,270 shares; 2025Q3: 13,270 shares; 2025Q4: 13,270 shares 13,270 $604K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 4,212 shares; 2025Q3: 3,673 shares; 2025Q4: 3,998 shares 3,998 $594K 0.02% +325 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,413 shares 2,413 $594K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 5,076 shares 5,076 $585K 0.02% +1,272 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 892 shares; 2025Q1: 903 shares; 2025Q2: 822 shares; 2025Q3: 2,189 shares; 2025Q4: 2,135 shares 2,135 $583K 0.02% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,300 shares; 2025Q4: 21,339 shares 21,339 $559K 0.02% +39 Timeline QXO INC QXO INC More: the full row for QXO 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: 10,946 shares; 2025Q3: 10,154 shares; 2025Q4: 10,101 shares 10,101 $557K 0.02% -53 CPNM CALAMOS ETF TR More: the full row for CALAMOS 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: 31,390 shares; 2025Q2: 41,599 shares; 2025Q3: 21,297 shares; 2025Q4: 21,297 shares 21,297 $554K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,363 shares; 2025Q4: 5,472 shares 5,472 $547K 0.02% -891 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,622 shares; 2025Q1: 1,607 shares; 2025Q2: 1,497 shares; 2025Q3: 1,313 shares; 2025Q4: 1,226 shares 1,226 $544K 0.02% -87 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,170 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $539K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 3,673 shares; 2025Q1: 2,750 shares; 2025Q2: 3,491 shares; 2025Q3: 1,669 shares; 2025Q4: 1,837 shares 1,837 $530K 0.02% +168 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,466 shares; 2025Q4: 10,734 shares 10,734 $528K 0.02% +1,268 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 4,562 shares 4,562 $528K 0.02% +1,397 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,558 shares; 2024Q4: 16,558 shares; 2025Q1: 15,558 shares; 2025Q2: 30,268 shares; 2025Q3: 18,156 shares; 2025Q4: 18,156 shares 18,156 $520K 0.02% 0 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: not reported; 2024Q4: 2,699 shares; 2025Q1: 4,462 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 11,581 shares 11,581 $518K 0.02% +7,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $515K 0.02% 0 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: 2,470 shares; 2024Q4: 2,829 shares; 2025Q1: 2,871 shares; 2025Q2: 2,701 shares; 2025Q3: 5,230 shares; 2025Q4: 4,109 shares 4,109 $482K 0.02% -1,121 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares 1,001 $481K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,432 shares; 2025Q4: 4,822 shares 4,822 $478K 0.02% +390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,097 shares; 2025Q4: 5,929 shares 5,929 $471K 0.02% +832 Timeline MCHPP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 8,077 shares; 2025Q4: 8,058 shares 8,058 $470K 0.02% -19 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,675 shares; 2025Q1: 2,650 shares; 2025Q2: 2,652 shares; 2025Q3: 2,726 shares; 2025Q4: 2,852 shares 2,852 $462K 0.02% +126 Timeline CWB 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: 5,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,121 shares 5,121 $457K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 1,749 shares; 2025Q4: 2,475 shares 2,475 $456K 0.02% +726 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS 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: 25,505 shares; 2025Q2: 25,336 shares; 2025Q3: 24,843 shares; 2025Q4: 20,812 shares 20,812 $455K 0.02% -4,031 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: 4,720 shares; 2024Q4: 4,888 shares; 2025Q1: 5,922 shares; 2025Q2: 10,100 shares; 2025Q3: 6,913 shares; 2025Q4: 7,281 shares 7,281 $455K 0.02% +368 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 3,990 shares 3,990 $450K 0.02% +15 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,237 shares; 2025Q1: 6,208 shares; 2025Q2: 6,304 shares; 2025Q3: 6,286 shares; 2025Q4: 6,286 shares 6,286 $450K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 7,047 shares; 2025Q1: 9,581 shares; 2025Q2: 9,393 shares; 2025Q3: 8,761 shares; 2025Q4: 8,790 shares 8,790 $446K 0.02% +29 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: 19,212 shares; 2024Q4: 19,470 shares; 2025Q1: 262,690 shares; 2025Q2: 267,555 shares; 2025Q3: not reported; 2025Q4: 11,977 shares 11,977 $443K 0.02% new 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: 4,980 shares; 2024Q4: 4,986 shares; 2025Q1: 7,003 shares; 2025Q2: 8,310 shares; 2025Q3: 7,376 shares; 2025Q4: 7,376 shares 7,376 $442K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 480 shares 480 $435K 0.02% -62 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 339 shares; 2025Q3: 558 shares; 2025Q4: 404 shares 404 $432K 0.01% -154 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares 1,442 $427K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 4,064 shares 4,064 $427K 0.01% +791 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,646 shares; 2025Q3: not reported; 2025Q4: 736 shares 736 $417K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,582 shares 1,582 $415K 0.01% +108 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 2,557 shares; 2025Q1: 1,866 shares; 2025Q2: 1,506 shares; 2025Q3: 1,605 shares; 2025Q4: 1,332 shares 1,332 $413K 0.01% -273 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,281 shares; 2024Q4: 52,105 shares; 2025Q1: 52,736 shares; 2025Q2: 53,696 shares; 2025Q3: 54,675 shares; 2025Q4: 2,203 shares 2,203 $409K 0.01% -52,472 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,799 shares 9,799 $406K 0.01% new 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: 1,642 shares; 2024Q4: 1,710 shares; 2025Q1: 2,496 shares; 2025Q2: 2,644 shares; 2025Q3: 2,511 shares; 2025Q4: 3,078 shares 3,078 $405K 0.01% +567 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 3,029 shares 3,029 $402K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 1,763 shares 1,763 $401K 0.01% -384 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,182 shares 1,182 $399K 0.01% +23 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares 6,700 $398K 0.01% new FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 8,963 shares; 2025Q2: 8,963 shares; 2025Q3: 8,963 shares; 2025Q4: 8,963 shares 8,963 $396K 0.01% 0 Timeline BANK OF AMER CORP 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: 460 shares; 2024Q4: 385 shares; 2025Q1: 379 shares; 2025Q2: 307 shares; 2025Q3: 312 shares; 2025Q4: 314 shares 314 $393K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,210 shares; 2025Q4: 16,250 shares 16,250 $391K 0.01% +5,040 Timeline CBTY CALAMOS ETF TR More: the full row for CALAMOS 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: 17,637 shares; 2025Q4: 17,655 shares 17,655 $388K 0.01% +18 Timeline CPSY CALAMOS ETF TR More: the full row for CALAMOS 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: 11,055 shares; 2025Q2: 15,385 shares; 2025Q3: 15,385 shares; 2025Q4: 15,385 shares 15,385 $386K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 11,123 shares; 2025Q1: 7,067 shares; 2025Q2: 6,522 shares; 2025Q3: 7,082 shares; 2025Q4: 7,076 shares 7,076 $382K 0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,548 shares; 2025Q4: 3,092 shares 3,092 $380K 0.01% -456 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: 1,070 shares 1,070 $378K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,612 shares; 2025Q3: 2,662 shares; 2025Q4: 2,592 shares 2,592 $372K 0.01% -70 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: not reported; 2025Q4: 9,691 shares 9,691 $372K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,063 shares; 2025Q4: 3,176 shares 3,176 $369K 0.01% +113 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,006 shares; 2025Q3: 9,842 shares; 2025Q4: 9,657 shares 9,657 $367K 0.01% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 4,486 shares 4,486 $364K 0.01% +1,372 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,889 shares; 2025Q4: 4,889 shares 4,889 $362K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 2,533 shares 2,533 $358K 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,584 shares; 2025Q4: 13,112 shares 13,112 $357K 0.01% +528 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares 2,681 $346K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 1,513 shares 1,513 $344K 0.01% +231 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 768 shares; 2025Q2: 776 shares; 2025Q3: 890 shares; 2025Q4: 1,337 shares 1,337 $344K 0.01% +447 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,172 shares; 2025Q1: 483 shares; 2025Q2: 459 shares; 2025Q3: 578 shares; 2025Q4: 598 shares 598 $341K 0.01% +20 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: 729 shares 729 $340K 0.01% new Timeline SROI CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 10,130 shares; 2025Q1: 10,130 shares; 2025Q2: 10,130 shares; 2025Q3: 10,130 shares; 2025Q4: 10,130 shares 10,130 $340K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,910 shares; 2025Q4: 3,961 shares 3,961 $338K 0.01% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,837 shares 1,837 $335K 0.01% new Timeline PTC PTC INC More: the full row for PTC 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: 1,637 shares; 2025Q4: 1,920 shares 1,920 $334K 0.01% +283 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,717 shares; 2025Q1: 4,717 shares; 2025Q2: 4,486 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares 4,486 $333K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 864 shares 864 $331K 0.01% -13 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,519 shares 4,519 $323K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,023 shares 1,023 $322K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,172 shares; 2025Q1: 2,041 shares; 2025Q2: 2,046 shares; 2025Q3: 1,884 shares; 2025Q4: 1,827 shares 1,827 $321K 0.01% -57 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,291 shares 6,291 $320K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: 2,205 shares; 2025Q2: 2,205 shares; 2025Q3: 2,207 shares; 2025Q4: 2,241 shares 2,241 $319K 0.01% +34 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,049 shares; 2025Q4: 1,051 shares 1,051 $318K 0.01% +2 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,218 shares 3,218 $317K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,865 shares 1,865 $316K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,106 shares; 2025Q4: 3,113 shares 3,113 $314K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,026 shares 5,026 $314K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $310K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,219 shares; 2025Q4: 2,280 shares 2,280 $308K 0.01% +61 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares; 2025Q4: 4,018 shares 4,018 $308K 0.01% +60 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,487 shares 1,487 $305K 0.01% +456 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM 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: 3,808 shares; 2025Q4: 3,519 shares 3,519 $304K 0.01% -289 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares 1,033 $303K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,335 shares; 2025Q2: 6,335 shares; 2025Q3: 5,574 shares; 2025Q4: 5,574 shares 5,574 $300K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,079 shares; 2025Q4: 3,494 shares 3,494 $299K 0.01% +415 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,673 shares 2,673 $299K 0.01% 0 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,096 shares; 2025Q4: 7,096 shares 7,096 $298K 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: 5,354 shares; 2024Q4: 5,681 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,474 shares 5,474 $295K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares 648 $294K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,918 shares; 2025Q1: 1,846 shares; 2025Q2: 2,017 shares; 2025Q3: 2,108 shares; 2025Q4: 2,292 shares 2,292 $292K 0.01% +184 Timeline CBXY CALAMOS ETF TR More: the full row for CALAMOS 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: 12,569 shares; 2025Q4: 12,569 shares 12,569 $291K 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: 31,155 shares; 2024Q4: 19,413 shares; 2025Q1: 22,764 shares; 2025Q2: 7,067 shares; 2025Q3: 7,482 shares; 2025Q4: 5,639 shares 5,639 $287K 0.01% -1,843 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,087 shares; 2025Q4: 1,784 shares 1,784 $286K 0.01% -303 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,126 shares 2,126 $284K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,882 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares 4,080 $283K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares 416 $281K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,462 shares; 2024Q4: 84,030 shares; 2025Q1: 85,678 shares; 2025Q2: 87,147 shares; 2025Q3: 2,414 shares; 2025Q4: 2,199 shares 2,199 $277K 0.01% -215 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $275K 0.01% 0 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 10,044 shares; 2025Q4: 9,502 shares 9,502 $274K 0.01% -542 Timeline CBTO CALAMOS ETF TR More: the full row for CALAMOS 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: 11,932 shares 11,932 $273K 0.01% new 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $271K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,232 shares 3,232 $263K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 635 shares 635 $262K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares 1,414 $262K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: not reported; 2025Q3: 28,942 shares; 2025Q4: 818 shares 818 $261K 0.01% -28,124 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,098 shares; 2024Q4: 48,651 shares; 2025Q1: 42,311 shares; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,196 shares 1,196 $260K 0.01% -227 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 757 shares; 2025Q4: 828 shares 828 $259K 0.01% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $259K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,568 shares; 2025Q2: 3,062 shares; 2025Q3: 3,249 shares; 2025Q4: 3,262 shares 3,262 $256K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,635 shares 4,635 $254K 0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,274 shares; 2025Q1: 1,227 shares; 2025Q2: 1,217 shares; 2025Q3: 1,060 shares; 2025Q4: 1,052 shares 1,052 $253K 0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 1,156 shares; 2025Q4: 1,212 shares 1,212 $253K 0.01% +56 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares 512 $251K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,893 shares; 2025Q1: 1,559 shares; 2025Q2: 1,488 shares; 2025Q3: 91,122 shares; 2025Q4: 1,432 shares 1,432 $248K 0.01% -89,690 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares 4,387 $248K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,005 shares; 2025Q4: 15,062 shares 15,062 $248K 0.01% +57 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,297 shares; 2025Q4: 2,956 shares 2,956 $248K 0.01% -341 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: 16,338 shares; 2024Q4: 9,216 shares; 2025Q1: 5,340 shares; 2025Q2: 5,339 shares; 2025Q3: 4,809 shares; 2025Q4: 4,759 shares 4,759 $246K 0.01% -50 Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,202 shares; 2025Q4: 1,193 shares 1,193 $245K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: 2,490 shares; 2025Q2: 2,767 shares; 2025Q3: 2,980 shares; 2025Q4: 2,765 shares 2,765 $245K 0.01% -215 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,726 shares 1,726 $243K 0.01% +20 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837 shares 837 $242K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 1,121 shares; 2025Q3: not reported; 2025Q4: 143 shares 143 $242K 0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,313 shares 2,313 $238K 0.01% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,252 shares; 2025Q4: 3,083 shares 3,083 $233K 0.01% -169 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 2,896 shares 2,896 $233K 0.01% -194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,094 shares 2,094 $229K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,507 shares 1,507 $229K 0.01% -40 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: 20,212 shares; 2024Q4: 524 shares; 2025Q1: not reported; 2025Q2: 23,744 shares; 2025Q3: 586 shares; 2025Q4: 653 shares 653 $229K 0.01% +67 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,314 shares; 2025Q4: 3,706 shares 3,706 $221K 0.01% -1,608 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,786 shares 5,786 $221K 0.01% new Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $221K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 1,615 shares 1,615 $220K 0.01% new Timeline IBDR 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: 9,060 shares; 2025Q4: 9,060 shares 9,060 $220K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,271 shares 1,271 $219K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,889 shares; 2025Q1: 12,876 shares; 2025Q2: 12,898 shares; 2025Q3: 12,899 shares; 2025Q4: 12,802 shares 12,802 $219K 0.01% -97 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,659 shares 2,659 $217K 0.01% new Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 4,137 shares 4,137 $214K 0.01% +32 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: 9,356 shares; 2025Q4: 8,770 shares 8,770 $213K 0.01% -586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793 shares 1,793 $211K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares 1,754 $210K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 3,467 shares 3,467 $208K 0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares 2,013 $206K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares 1,109 $206K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,263 shares 1,263 $206K 0.01% -266 Timeline CATH 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: 2,496 shares; 2025Q4: 2,496 shares 2,496 $205K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,664 shares; 2025Q4: 3,831 shares 3,831 $204K 0.01% -3,833 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 924 shares 924 $201K 0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares 799 $201K 0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $200K 0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,600 shares 10,600 $77.5K <0.01% +500 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 30,000 shares 30,000 $59.1K <0.01% +10,000 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN 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: 29,500 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares 29,500 $45.1K <0.01% 0 Timeline