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: 234,828 shares; 2024Q4: 234,965 shares; 2025Q1: 234,986 shares; 2025Q2: 236,056 shares; 2025Q3: 236,707 shares; 2025Q4: 236,617 shares 236,617 $254M 25.78% -90 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,989 shares; 2024Q4: 187,931 shares; 2025Q1: 194,732 shares; 2025Q2: 203,185 shares; 2025Q3: 202,193 shares; 2025Q4: 193,254 shares 193,254 $52.5M 5.33% -8,939 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: 644,543 shares; 2024Q4: 635,093 shares; 2025Q1: 633,763 shares; 2025Q2: 646,133 shares; 2025Q3: 640,380 shares; 2025Q4: 612,549 shares 612,549 $38.3M 3.88% -27,831 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: 51,365 shares; 2024Q4: 49,903 shares; 2025Q1: 50,405 shares; 2025Q2: 49,205 shares; 2025Q3: 47,760 shares; 2025Q4: 45,666 shares 45,666 $31.3M 3.17% -2,094 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: 144,176 shares; 2024Q4: 143,202 shares; 2025Q1: 149,231 shares; 2025Q2: 149,431 shares; 2025Q3: 147,376 shares; 2025Q4: 136,532 shares 136,532 $19.6M 1.99% -10,844 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: 86,718 shares; 2024Q4: 87,657 shares; 2025Q1: 91,908 shares; 2025Q2: 90,160 shares; 2025Q3: 88,265 shares; 2025Q4: 89,836 shares 89,836 $16.8M 1.7% +1,571 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: 271,702 shares; 2024Q4: 276,264 shares; 2025Q1: 272,165 shares; 2025Q2: 261,093 shares; 2025Q3: 256,011 shares; 2025Q4: 243,421 shares 243,421 $16.4M 1.66% -12,590 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: 75,104 shares; 2024Q4: 71,632 shares; 2025Q1: 69,895 shares; 2025Q2: 71,570 shares; 2025Q3: 69,540 shares; 2025Q4: 69,901 shares 69,901 $16.1M 1.64% +361 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,001 shares; 2024Q4: 199,986 shares; 2025Q1: 216,164 shares; 2025Q2: 217,743 shares; 2025Q3: 223,723 shares; 2025Q4: 242,761 shares 242,761 $16M 1.62% +19,038 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,265 shares; 2024Q4: 186,671 shares; 2025Q1: 186,671 shares; 2025Q2: 186,671 shares; 2025Q3: 186,671 shares; 2025Q4: 162,671 shares 162,671 $15.7M 1.6% -24,000 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: 29,809 shares; 2024Q4: 30,609 shares; 2025Q1: 32,769 shares; 2025Q2: 34,707 shares; 2025Q3: 34,291 shares; 2025Q4: 37,278 shares 37,278 $15.4M 1.56% +2,987 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: 62,928 shares; 2024Q4: 63,361 shares; 2025Q1: 54,933 shares; 2025Q2: 50,663 shares; 2025Q3: 49,789 shares; 2025Q4: 43,635 shares 43,635 $14.6M 1.48% -6,154 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,673 shares; 2024Q4: 193,238 shares; 2025Q1: 202,996 shares; 2025Q2: 226,236 shares; 2025Q3: 225,055 shares; 2025Q4: 228,332 shares 228,332 $13.2M 1.34% +3,277 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: 47,591 shares; 2024Q4: 72,794 shares; 2025Q1: 92,769 shares; 2025Q2: 96,035 shares; 2025Q3: 101,242 shares; 2025Q4: 157,949 shares 157,949 $13.1M 1.33% +56,707 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,215 shares; 2024Q4: 275,546 shares; 2025Q1: 280,887 shares; 2025Q2: 290,232 shares; 2025Q3: 290,092 shares; 2025Q4: 287,779 shares 287,779 $12.8M 1.3% -2,313 Timeline STIP 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: 34,835 shares; 2024Q4: 37,239 shares; 2025Q1: 55,241 shares; 2025Q2: 71,513 shares; 2025Q3: 77,864 shares; 2025Q4: 113,452 shares 113,452 $11.6M 1.18% +35,588 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 176,378 shares; 2025Q1: 189,861 shares; 2025Q2: 221,212 shares; 2025Q3: 225,704 shares; 2025Q4: 234,889 shares 234,889 $11M 1.11% +9,185 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: 20,429 shares; 2024Q4: 23,189 shares; 2025Q1: 22,770 shares; 2025Q2: 22,935 shares; 2025Q3: 22,590 shares; 2025Q4: 22,189 shares 22,189 $10.7M 1.09% -401 Timeline ISHG 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: 7,230 shares; 2025Q3: 48,823 shares; 2025Q4: 138,377 shares 138,377 $10.4M 1.06% +89,554 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: 24,869 shares; 2024Q4: 24,109 shares; 2025Q1: 23,369 shares; 2025Q2: 21,727 shares; 2025Q3: 21,514 shares; 2025Q4: 207,999 shares 207,999 $9.35M 0.95% +186,485 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: 44,379 shares; 2024Q4: 45,611 shares; 2025Q1: 44,825 shares; 2025Q2: 45,225 shares; 2025Q3: 44,367 shares; 2025Q4: 42,550 shares 42,550 $9.35M 0.95% -1,817 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: 17,082 shares; 2024Q4: 17,032 shares; 2025Q1: 16,809 shares; 2025Q2: 16,804 shares; 2025Q3: 16,789 shares; 2025Q4: 16,780 shares 16,780 $8.43M 0.85% -9 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 20,282 shares; 2025Q1: 26,887 shares; 2025Q2: 34,844 shares; 2025Q3: 37,612 shares; 2025Q4: 66,782 shares 66,782 $7.97M 0.81% +29,170 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,743 shares; 2024Q4: 130,469 shares; 2025Q1: 138,376 shares; 2025Q2: 133,453 shares; 2025Q3: 135,047 shares; 2025Q4: 137,119 shares 137,119 $7.85M 0.8% +2,072 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,553 shares; 2024Q4: 29,815 shares; 2025Q1: 118,321 shares; 2025Q2: 126,329 shares; 2025Q3: 134,313 shares; 2025Q4: 152,446 shares 152,446 $7.29M 0.74% +18,133 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: 66,635 shares; 2024Q4: 65,793 shares; 2025Q1: 64,006 shares; 2025Q2: 58,790 shares; 2025Q3: 58,226 shares; 2025Q4: 49,475 shares 49,475 $7.1M 0.72% -8,751 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: 24,076 shares; 2024Q4: 23,848 shares; 2025Q1: 24,320 shares; 2025Q2: 25,049 shares; 2025Q3: 24,697 shares; 2025Q4: 23,306 shares 23,306 $6.76M 0.69% -1,391 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 23,905 shares; 2025Q1: 45,870 shares; 2025Q2: 51,821 shares; 2025Q3: 58,838 shares; 2025Q4: 154,878 shares 154,878 $6.64M 0.67% +96,040 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: 24,248 shares; 2024Q4: 23,964 shares; 2025Q1: 21,852 shares; 2025Q2: 21,719 shares; 2025Q3: 21,519 shares; 2025Q4: 20,958 shares 20,958 $6.6M 0.67% -561 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,804 shares; 2024Q4: 359,868 shares; 2025Q1: 375,375 shares; 2025Q2: 371,261 shares; 2025Q3: 356,660 shares; 2025Q4: 361,456 shares 361,456 $6.28M 0.64% +4,796 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,185 shares; 2024Q4: 150,523 shares; 2025Q1: 143,909 shares; 2025Q2: 143,904 shares; 2025Q3: 130,240 shares; 2025Q4: 126,459 shares 126,459 $5.91M 0.6% -3,781 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 7,654 shares; 2025Q1: 61,781 shares; 2025Q2: 71,807 shares; 2025Q3: 88,785 shares; 2025Q4: 194,237 shares 194,237 $5.87M 0.59% +105,452 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: 7,416 shares; 2024Q4: 7,311 shares; 2025Q1: 7,287 shares; 2025Q2: 7,452 shares; 2025Q3: 7,412 shares; 2025Q4: 8,843 shares 8,843 $5.84M 0.59% +1,431 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: 78,822 shares; 2024Q4: 79,199 shares; 2025Q1: 80,789 shares; 2025Q2: 84,983 shares; 2025Q3: 86,476 shares; 2025Q4: 81,751 shares 81,751 $5.68M 0.58% -4,725 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: 20,416 shares; 2024Q4: 20,363 shares; 2025Q1: 20,077 shares; 2025Q2: 19,267 shares; 2025Q3: 17,787 shares; 2025Q4: 17,842 shares 17,842 $5.58M 0.57% +55 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 44,855 shares; 2025Q2: 48,482 shares; 2025Q3: 52,306 shares; 2025Q4: 56,561 shares 56,561 $5.56M 0.56% +4,255 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,769 shares; 2024Q4: 140,129 shares; 2025Q1: 138,891 shares; 2025Q2: 146,601 shares; 2025Q3: 110,339 shares; 2025Q4: 110,221 shares 110,221 $5.54M 0.56% -118 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 31,859 shares; 2025Q2: 30,569 shares; 2025Q3: 34,311 shares; 2025Q4: 40,949 shares 40,949 $5.47M 0.55% +6,638 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,488 shares; 2024Q4: 172,493 shares; 2025Q1: 171,585 shares; 2025Q2: 168,108 shares; 2025Q3: 165,078 shares; 2025Q4: 161,532 shares 161,532 $5.4M 0.55% -3,546 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,396 shares; 2024Q4: 11,873 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares; 2025Q3: 12,088 shares; 2025Q4: 11,526 shares 11,526 $5.4M 0.55% -562 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,707 shares; 2024Q4: 30,950 shares; 2025Q1: 47,575 shares; 2025Q2: 44,467 shares; 2025Q3: 48,102 shares; 2025Q4: 52,802 shares 52,802 $5.38M 0.55% +4,700 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: 16,171 shares; 2024Q4: 15,941 shares; 2025Q1: 16,095 shares; 2025Q2: 17,495 shares; 2025Q3: 16,715 shares; 2025Q4: 16,935 shares 16,935 $5.31M 0.54% +220 Timeline AVES 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: 53,764 shares; 2024Q4: 56,498 shares; 2025Q1: 76,140 shares; 2025Q2: 78,104 shares; 2025Q3: 78,763 shares; 2025Q4: 87,457 shares 87,457 $5.1M 0.52% +8,694 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,732 shares; 2024Q4: 63,095 shares; 2025Q1: 62,802 shares; 2025Q2: 64,067 shares; 2025Q3: 63,657 shares; 2025Q4: 62,600 shares 62,600 $4.85M 0.49% -1,057 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: 16,068 shares; 2024Q4: 16,068 shares; 2025Q1: 16,068 shares; 2025Q2: 16,058 shares; 2025Q3: 16,071 shares; 2025Q4: 15,923 shares 15,923 $4.84M 0.49% -148 Timeline MLPA 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: 108,614 shares; 2024Q4: 108,114 shares; 2025Q1: 106,182 shares; 2025Q2: 103,636 shares; 2025Q3: 99,737 shares; 2025Q4: 99,187 shares 99,187 $4.8M 0.49% -550 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: 2,582 shares; 2024Q4: not reported; 2025Q1: 23,292 shares; 2025Q2: 35,643 shares; 2025Q3: 39,567 shares; 2025Q4: 49,057 shares 49,057 $4.71M 0.48% +9,490 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: 68,070 shares; 2025Q2: 74,649 shares; 2025Q3: 79,485 shares; 2025Q4: 92,526 shares 92,526 $4.71M 0.48% +13,041 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,854 shares; 2024Q4: 60,118 shares; 2025Q1: 57,618 shares; 2025Q2: 57,618 shares; 2025Q3: 56,602 shares; 2025Q4: 56,112 shares 56,112 $4.63M 0.47% -490 Timeline REGL 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: 44,515 shares; 2024Q4: 47,003 shares; 2025Q1: 54,974 shares; 2025Q2: 53,525 shares; 2025Q3: 51,853 shares; 2025Q4: 54,765 shares 54,765 $4.61M 0.47% +2,912 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.46% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,588 shares; 2024Q4: 93,488 shares; 2025Q1: 92,638 shares; 2025Q2: 88,710 shares; 2025Q3: 87,001 shares; 2025Q4: 86,716 shares 86,716 $4.47M 0.45% -285 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: 27,728 shares; 2025Q2: 30,924 shares; 2025Q3: 27,822 shares; 2025Q4: 46,172 shares 46,172 $4.22M 0.43% +18,350 Timeline SUB 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: 6,330 shares; 2024Q4: 17,512 shares; 2025Q1: 27,498 shares; 2025Q2: 28,812 shares; 2025Q3: 29,902 shares; 2025Q4: 39,353 shares 39,353 $4.2M 0.43% +9,451 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,502 shares; 2024Q4: 23,825 shares; 2025Q1: 41,155 shares; 2025Q2: 38,307 shares; 2025Q3: 42,909 shares; 2025Q4: 52,442 shares 52,442 $3.97M 0.4% +9,533 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,216 shares; 2024Q4: 56,840 shares; 2025Q1: 59,225 shares; 2025Q2: 56,656 shares; 2025Q3: 56,526 shares; 2025Q4: 56,526 shares 56,526 $3.94M 0.4% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,805 shares; 2024Q4: 124,957 shares; 2025Q1: 119,107 shares; 2025Q2: 119,109 shares; 2025Q3: 118,765 shares; 2025Q4: 118,468 shares 118,468 $3.88M 0.39% -297 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,484 shares; 2024Q4: 19,505 shares; 2025Q1: 30,023 shares; 2025Q2: 34,483 shares; 2025Q3: 36,435 shares; 2025Q4: 40,226 shares 40,226 $3.78M 0.38% +3,791 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: 43,371 shares; 2024Q4: 38,422 shares; 2025Q1: 39,613 shares; 2025Q2: 34,247 shares; 2025Q3: 37,005 shares; 2025Q4: 35,020 shares 35,020 $3.75M 0.38% -1,985 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: 5,629 shares; 2024Q4: 5,624 shares; 2025Q1: 6,565 shares; 2025Q2: 5,990 shares; 2025Q3: 5,825 shares; 2025Q4: 5,930 shares 5,930 $3.64M 0.37% +105 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: 6,603 shares; 2024Q4: 6,465 shares; 2025Q1: 6,468 shares; 2025Q2: 5,876 shares; 2025Q3: 4,776 shares; 2025Q4: 4,736 shares 4,736 $3.23M 0.33% -40 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: 59,225 shares; 2024Q4: 59,225 shares; 2025Q1: 58,225 shares; 2025Q2: 58,225 shares; 2025Q3: 58,225 shares; 2025Q4: 58,225 shares 58,225 $3.12M 0.32% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,424 shares; 2024Q4: 17,404 shares; 2025Q1: 17,404 shares; 2025Q2: 17,859 shares; 2025Q3: 17,859 shares; 2025Q4: 17,422 shares 17,422 $3.09M 0.31% -437 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: 49,263 shares; 2024Q4: 48,561 shares; 2025Q1: 40,026 shares; 2025Q2: 36,628 shares; 2025Q3: 35,760 shares; 2025Q4: 34,423 shares 34,423 $3.05M 0.31% -1,337 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,884 shares; 2024Q4: 18,884 shares; 2025Q1: 18,884 shares; 2025Q2: 18,884 shares; 2025Q3: 18,884 shares; 2025Q4: 18,500 shares 18,500 $2.76M 0.28% -384 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,545 shares; 2024Q4: 38,475 shares; 2025Q1: 37,323 shares; 2025Q2: 37,323 shares; 2025Q3: 36,623 shares; 2025Q4: 33,195 shares 33,195 $2.73M 0.28% -3,428 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: 18,802 shares; 2024Q4: 19,459 shares; 2025Q1: 19,459 shares; 2025Q2: 19,471 shares; 2025Q3: 19,495 shares; 2025Q4: 17,900 shares 17,900 $2.66M 0.27% -1,595 Timeline IDV 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: 65,888 shares; 2024Q4: 60,522 shares; 2025Q1: 61,366 shares; 2025Q2: 61,923 shares; 2025Q3: 61,911 shares; 2025Q4: 64,477 shares 64,477 $2.54M 0.26% +2,566 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,378 shares; 2024Q4: 48,950 shares; 2025Q1: 42,816 shares; 2025Q2: 34,703 shares; 2025Q3: 33,972 shares; 2025Q4: 30,321 shares 30,321 $2.54M 0.26% -3,651 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: 4,397 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 5,297 shares; 2025Q3: 5,272 shares; 2025Q4: 5,247 shares 5,247 $2.48M 0.25% -25 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,370 shares; 2024Q4: 53,370 shares; 2025Q1: 52,021 shares; 2025Q2: 52,021 shares; 2025Q3: 52,021 shares; 2025Q4: 52,021 shares 52,021 $2.45M 0.25% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,145 shares; 2024Q4: 29,797 shares; 2025Q1: 24,489 shares; 2025Q2: 26,210 shares; 2025Q3: 27,514 shares; 2025Q4: 26,056 shares 26,056 $2.33M 0.24% -1,458 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: not reported; 2025Q4: 19,711 shares 19,711 $2.29M 0.23% new 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: 10,506 shares; 2024Q4: 10,356 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 9,957 shares; 2025Q4: 8,945 shares 8,945 $2.2M 0.22% -1,012 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,045 shares; 2024Q4: 28,021 shares; 2025Q1: 25,045 shares; 2025Q2: 33,645 shares; 2025Q3: 33,455 shares; 2025Q4: 33,437 shares 33,437 $2.2M 0.22% -18 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: 24,763 shares; 2024Q4: 24,281 shares; 2025Q1: 25,381 shares; 2025Q2: 24,374 shares; 2025Q3: 24,374 shares; 2025Q4: 24,030 shares 24,030 $2.15M 0.22% -344 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: 15,650 shares; 2024Q4: 15,650 shares; 2025Q1: 15,883 shares; 2025Q2: 15,883 shares; 2025Q3: 15,883 shares; 2025Q4: 15,183 shares 15,183 $2.14M 0.22% -700 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,229 shares; 2024Q4: 22,232 shares; 2025Q1: 25,282 shares; 2025Q2: 25,204 shares; 2025Q3: 25,019 shares; 2025Q4: 25,759 shares 25,759 $2.07M 0.21% +740 Timeline MOAT 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: 38,325 shares; 2024Q4: 38,325 shares; 2025Q1: 22,445 shares; 2025Q2: 22,445 shares; 2025Q3: 22,445 shares; 2025Q4: 19,535 shares 19,535 $2.02M 0.21% -2,910 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: 44,119 shares; 2024Q4: 38,203 shares; 2025Q1: 38,515 shares; 2025Q2: 38,807 shares; 2025Q3: 38,282 shares; 2025Q4: 37,177 shares 37,177 $2M 0.2% -1,105 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: 7,434 shares; 2024Q4: 6,568 shares; 2025Q1: 6,568 shares; 2025Q2: 6,568 shares; 2025Q3: 6,475 shares; 2025Q4: 6,689 shares 6,689 $1.98M 0.2% +214 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,346 shares; 2024Q4: 38,556 shares; 2025Q1: 38,556 shares; 2025Q2: 35,159 shares; 2025Q3: 32,636 shares; 2025Q4: 32,636 shares 32,636 $1.94M 0.2% 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: 5,740 shares; 2024Q4: 4,189 shares; 2025Q1: 4,204 shares; 2025Q2: 4,291 shares; 2025Q3: 5,051 shares; 2025Q4: 4,898 shares 4,898 $1.94M 0.2% -153 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,058 shares; 2024Q4: 129,179 shares; 2025Q1: 95,052 shares; 2025Q2: 93,169 shares; 2025Q3: 93,151 shares; 2025Q4: 87,647 shares 87,647 $1.83M 0.19% -5,504 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,137 shares; 2024Q4: 56,762 shares; 2025Q1: 50,815 shares; 2025Q2: 35,312 shares; 2025Q3: 32,984 shares; 2025Q4: 24,695 shares 24,695 $1.83M 0.19% -8,289 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,617 shares; 2024Q4: 47,421 shares; 2025Q1: 45,852 shares; 2025Q2: 41,192 shares; 2025Q3: 39,219 shares; 2025Q4: 35,727 shares 35,727 $1.82M 0.18% -3,492 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: 2,879 shares; 2024Q4: 2,919 shares; 2025Q1: 2,994 shares; 2025Q2: 2,750 shares; 2025Q3: 2,829 shares; 2025Q4: 2,847 shares 2,847 $1.79M 0.18% +18 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,815 shares; 2025Q1: 1,829 shares; 2025Q2: 2,018 shares; 2025Q3: 2,020 shares; 2025Q4: 2,001 shares 2,001 $1.73M 0.17% -19 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: 8,514 shares; 2024Q4: 8,490 shares; 2025Q1: 8,474 shares; 2025Q2: 8,548 shares; 2025Q3: 7,889 shares; 2025Q4: 8,276 shares 8,276 $1.71M 0.17% +387 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 7,430 shares 7,430 $1.59M 0.16% 0 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: 23,685 shares; 2024Q4: 24,735 shares; 2025Q1: 23,284 shares; 2025Q2: 23,088 shares; 2025Q3: 23,148 shares; 2025Q4: 19,435 shares 19,435 $1.56M 0.16% -3,713 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: 15,400 shares; 2024Q4: 15,000 shares; 2025Q1: 15,465 shares; 2025Q2: 15,569 shares; 2025Q3: 15,665 shares; 2025Q4: 14,737 shares 14,737 $1.55M 0.16% -928 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,387 shares; 2025Q1: 23,098 shares; 2025Q2: 27,836 shares; 2025Q3: 29,551 shares; 2025Q4: 41,301 shares 41,301 $1.52M 0.15% +11,750 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: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,701 shares; 2025Q2: 5,894 shares; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares 5,880 $1.52M 0.15% 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: 1,248 shares; 2025Q1: 4,209 shares; 2025Q2: 4,393 shares; 2025Q3: 4,615 shares; 2025Q4: 7,777 shares 7,777 $1.44M 0.15% +3,162 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 17,577 shares; 2025Q1: 17,069 shares; 2025Q2: 17,369 shares; 2025Q3: 16,223 shares; 2025Q4: 16,223 shares 16,223 $1.43M 0.14% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,882 shares; 2025Q1: 4,615 shares; 2025Q2: 4,785 shares; 2025Q3: 3,359 shares; 2025Q4: 4,128 shares 4,128 $1.43M 0.14% +769 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,809 shares; 2024Q4: 36,735 shares; 2025Q1: 36,535 shares; 2025Q2: 37,485 shares; 2025Q3: 38,920 shares; 2025Q4: 44,320 shares 44,320 $1.42M 0.14% +5,400 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: 5,054 shares; 2024Q4: 6,494 shares; 2025Q1: 6,473 shares; 2025Q2: 6,429 shares; 2025Q3: 5,589 shares; 2025Q4: 6,353 shares 6,353 $1.36M 0.14% +764 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: 2,356 shares; 2024Q4: 2,376 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares 2,356 $1.34M 0.14% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,437 shares; 2024Q4: 13,837 shares; 2025Q1: 13,352 shares; 2025Q2: 13,152 shares; 2025Q3: 13,202 shares; 2025Q4: 12,117 shares 12,117 $1.34M 0.14% -1,085 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: 7,075 shares; 2024Q4: 7,340 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 6,983 shares; 2025Q4: 7,686 shares 7,686 $1.33M 0.14% +703 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,567 shares; 2025Q1: 7,585 shares; 2025Q2: 6,722 shares; 2025Q3: 6,334 shares; 2025Q4: 6,303 shares 6,303 $1.32M 0.13% -31 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: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 3,162 shares; 2025Q2: 3,612 shares; 2025Q3: 3,912 shares; 2025Q4: 4,034 shares 4,034 $1.3M 0.13% +122 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: 18,092 shares; 2024Q4: 16,942 shares; 2025Q1: 16,492 shares; 2025Q2: 15,992 shares; 2025Q3: 15,992 shares; 2025Q4: 15,492 shares 15,492 $1.26M 0.13% -500 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: 5,040 shares; 2024Q4: 5,204 shares; 2025Q1: 8,079 shares; 2025Q2: 5,439 shares; 2025Q3: 6,039 shares; 2025Q4: 6,659 shares 6,659 $1.18M 0.12% +620 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 5,840 shares; 2025Q1: 13,738 shares; 2025Q2: 16,169 shares; 2025Q3: 16,900 shares; 2025Q4: 20,307 shares 20,307 $1.14M 0.12% +3,407 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 14,414 shares; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 11,767 shares 11,767 $1.12M 0.11% -147 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,370 shares; 2024Q4: 53,370 shares; 2025Q1: 35,942 shares; 2025Q2: 38,018 shares; 2025Q3: 37,818 shares; 2025Q4: 37,983 shares 37,983 $1.11M 0.11% +165 Timeline SHYD 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: 39,837 shares; 2024Q4: 42,137 shares; 2025Q1: 42,137 shares; 2025Q2: 42,517 shares; 2025Q3: 44,957 shares; 2025Q4: 47,803 shares 47,803 $1.1M 0.11% +2,846 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: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 5,158 shares; 2025Q2: 5,279 shares; 2025Q3: 5,589 shares; 2025Q4: 5,589 shares 5,589 $1.07M 0.11% 0 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: 7,206 shares; 2025Q1: 8,222 shares; 2025Q2: 11,524 shares; 2025Q3: 11,526 shares; 2025Q4: 18,510 shares 18,510 $1.07M 0.11% +6,984 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: 20,644 shares; 2024Q4: 18,176 shares; 2025Q1: 15,113 shares; 2025Q2: 13,790 shares; 2025Q3: 13,797 shares; 2025Q4: 10,536 shares 10,536 $1.05M 0.11% -3,261 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: 9,256 shares; 2025Q2: 12,785 shares; 2025Q3: 13,293 shares; 2025Q4: 16,514 shares 16,514 $1.04M 0.11% +3,221 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,162 shares; 2025Q1: 3,257 shares; 2025Q2: 3,126 shares; 2025Q3: 3,096 shares; 2025Q4: 3,016 shares 3,016 $1.04M 0.11% -80 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: 42,717 shares; 2024Q4: 43,734 shares; 2025Q1: 43,852 shares; 2025Q2: 46,475 shares; 2025Q3: 48,055 shares; 2025Q4: 61,755 shares 61,755 $1.02M 0.1% +13,700 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,962 shares; 2024Q4: 21,962 shares; 2025Q1: 21,962 shares; 2025Q2: 21,962 shares; 2025Q3: 21,962 shares; 2025Q4: 21,962 shares 21,962 $1.01M 0.1% 0 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: 34,410 shares; 2024Q4: 31,410 shares; 2025Q1: 29,630 shares; 2025Q2: 29,630 shares; 2025Q3: 29,795 shares; 2025Q4: 27,545 shares 27,545 $999K 0.1% -2,250 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: 2,660 shares; 2024Q4: 2,676 shares; 2025Q1: 2,874 shares; 2025Q2: 2,934 shares; 2025Q3: 2,899 shares; 2025Q4: 3,131 shares 3,131 $957K 0.1% +232 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,693 shares; 2024Q4: 30,888 shares; 2025Q1: 30,782 shares; 2025Q2: 32,424 shares; 2025Q3: 33,768 shares; 2025Q4: 31,537 shares 31,537 $948K 0.1% -2,231 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: 4,995 shares; 2024Q4: 4,955 shares; 2025Q1: 4,847 shares; 2025Q2: 4,727 shares; 2025Q3: 5,163 shares; 2025Q4: 5,146 shares 5,146 $944K 0.1% -17 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: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 4,656 shares; 2025Q2: 6,467 shares; 2025Q3: 6,973 shares; 2025Q4: 6,402 shares 6,402 $917K 0.09% -571 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,507 shares; 2024Q4: 40,553 shares; 2025Q1: 47,542 shares; 2025Q2: 48,144 shares; 2025Q3: 48,144 shares; 2025Q4: 37,790 shares 37,790 $908K 0.09% -10,354 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 5,718 shares; 2025Q3: 5,718 shares; 2025Q4: 5,718 shares 5,718 $896K 0.09% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $890K 0.09% 0 Timeline SHLD 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 12,450 shares; 2025Q2: 12,457 shares; 2025Q3: 13,314 shares; 2025Q4: 13,668 shares 13,668 $886K 0.09% +354 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 9,627 shares; 2025Q1: 10,026 shares; 2025Q2: 10,721 shares; 2025Q3: 11,491 shares; 2025Q4: 16,341 shares 16,341 $872K 0.09% +4,850 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,451 shares; 2025Q1: 1,438 shares; 2025Q2: 5,032 shares; 2025Q3: 5,032 shares; 2025Q4: 4,741 shares 4,741 $859K 0.09% -291 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 10,090 shares; 2025Q1: 10,090 shares; 2025Q2: 16,159 shares; 2025Q3: 16,159 shares; 2025Q4: 16,159 shares 16,159 $850K 0.09% 0 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: 5,136 shares; 2024Q4: 4,666 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,476 shares 4,476 $830K 0.08% -200 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,410 shares; 2024Q4: 33,065 shares; 2025Q1: 33,645 shares; 2025Q2: 33,618 shares; 2025Q3: 33,645 shares; 2025Q4: 30,426 shares 30,426 $819K 0.08% -3,219 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,711 shares; 2024Q4: 19,311 shares; 2025Q1: 15,586 shares; 2025Q2: 14,359 shares; 2025Q3: 14,584 shares; 2025Q4: 14,358 shares 14,358 $813K 0.08% -226 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: 6,885 shares; 2024Q4: 6,868 shares; 2025Q1: 7,106 shares; 2025Q2: 7,806 shares; 2025Q3: 8,021 shares; 2025Q4: 10,112 shares 10,112 $779K 0.08% +2,091 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 11,693 shares; 2025Q1: 11,693 shares; 2025Q2: 11,693 shares; 2025Q3: 11,693 shares; 2025Q4: 11,693 shares 11,693 $773K 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,229 shares; 2025Q1: 5,953 shares; 2025Q2: 5,172 shares; 2025Q3: 2,842 shares; 2025Q4: 3,135 shares 3,135 $772K 0.08% +293 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: 2,720 shares; 2024Q4: 2,680 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 1,965 shares 1,965 $765K 0.08% -155 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: 739 shares; 2024Q4: 727 shares; 2025Q1: 708 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 8,096 shares 8,096 $759K 0.08% +7,374 Timeline DVYE 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: 33,559 shares; 2024Q4: 33,563 shares; 2025Q1: 33,397 shares; 2025Q2: 33,399 shares; 2025Q3: 24,212 shares; 2025Q4: 24,213 shares 24,213 $754K 0.08% +1 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: 5,469 shares; 2024Q4: 5,535 shares; 2025Q1: 5,483 shares; 2025Q2: 5,402 shares; 2025Q3: 5,402 shares; 2025Q4: 5,322 shares 5,322 $741K 0.08% -80 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 9,261 shares; 2025Q1: 9,262 shares; 2025Q2: 9,264 shares; 2025Q3: 9,191 shares; 2025Q4: 12,591 shares 12,591 $721K 0.07% +3,400 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: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,397 shares 3,397 $715K 0.07% 0 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: 13,268 shares; 2024Q4: 13,268 shares; 2025Q1: 13,268 shares; 2025Q2: 12,968 shares; 2025Q3: 12,968 shares; 2025Q4: 12,968 shares 12,968 $709K 0.07% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,440 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,175 shares 1,175 $709K 0.07% -88 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares 9,000 $699K 0.07% new 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: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares; 2025Q4: 2,966 shares 2,966 $686K 0.07% -385 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: 939 shares; 2024Q4: 948 shares; 2025Q1: 892 shares; 2025Q2: 808 shares; 2025Q3: 2,008 shares; 2025Q4: 2,027 shares 2,027 $669K 0.07% +19 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: 5,930 shares; 2024Q4: 5,880 shares; 2025Q1: 5,080 shares; 2025Q2: 5,205 shares; 2025Q3: 4,933 shares; 2025Q4: 4,833 shares 4,833 $666K 0.07% -100 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,880 shares; 2024Q4: 21,930 shares; 2025Q1: 17,750 shares; 2025Q2: 15,950 shares; 2025Q3: 13,600 shares; 2025Q4: 14,100 shares 14,100 $653K 0.07% +500 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: 25,898 shares; 2024Q4: 26,223 shares; 2025Q1: 26,817 shares; 2025Q2: 26,668 shares; 2025Q3: 26,768 shares; 2025Q4: 26,130 shares 26,130 $651K 0.07% -638 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares 4,995 $644K 0.07% 0 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: 6,233 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares 6,233 $639K 0.06% 0 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: 1,000 shares; 2024Q4: 980 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $620K 0.06% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,573 shares; 2024Q4: 24,729 shares; 2025Q1: 20,147 shares; 2025Q2: 18,103 shares; 2025Q3: 18,152 shares; 2025Q4: 15,285 shares 15,285 $617K 0.06% -2,867 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,854 shares; 2025Q2: 6,744 shares; 2025Q3: 7,179 shares; 2025Q4: 7,179 shares 7,179 $616K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,832 shares; 2025Q1: 10,740 shares; 2025Q2: 10,740 shares; 2025Q3: 11,140 shares; 2025Q4: 11,140 shares 11,140 $613K 0.06% 0 Timeline MORT 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: 37,000 shares; 2025Q1: 41,020 shares; 2025Q2: 41,020 shares; 2025Q3: 41,020 shares; 2025Q4: 56,956 shares 56,956 $599K 0.06% +15,936 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,235 shares; 2025Q1: 6,867 shares; 2025Q2: 6,628 shares; 2025Q3: 6,628 shares; 2025Q4: 6,628 shares 6,628 $597K 0.06% 0 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: 21,668 shares; 2024Q4: 23,668 shares; 2025Q1: 23,468 shares; 2025Q2: 23,768 shares; 2025Q3: 23,968 shares; 2025Q4: 23,719 shares 23,719 $589K 0.06% -249 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: 3,272 shares; 2024Q4: 3,222 shares; 2025Q1: 3,101 shares; 2025Q2: 3,071 shares; 2025Q3: 2,351 shares; 2025Q4: 2,123 shares 2,123 $570K 0.06% -228 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: 1,665 shares; 2024Q4: 1,637 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,628 shares; 2025Q4: 1,621 shares 1,621 $568K 0.06% -7 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: 2,433 shares; 2024Q4: 2,467 shares; 2025Q1: 2,484 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,486 shares 2,486 $568K 0.06% +1 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,029 shares; 2025Q3: 10,029 shares; 2025Q4: 10,029 shares 10,029 $549K 0.06% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,370 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares 2,945 $543K 0.06% 0 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: 5,663 shares; 2024Q4: 5,751 shares; 2025Q1: 6,151 shares; 2025Q2: 5,751 shares; 2025Q3: 5,851 shares; 2025Q4: 5,663 shares 5,663 $528K 0.05% -188 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,015 shares; 2025Q1: 7,505 shares; 2025Q2: 7,399 shares; 2025Q3: 7,399 shares; 2025Q4: 4,743 shares 4,743 $523K 0.05% -2,656 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,438 shares; 2025Q4: 2,638 shares 2,638 $514K 0.05% +1,200 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,959 shares; 2025Q1: 2,762 shares; 2025Q2: 2,484 shares; 2025Q3: 2,444 shares; 2025Q4: 2,411 shares 2,411 $511K 0.05% -33 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,270 shares; 2025Q1: 12,370 shares; 2025Q2: 12,370 shares; 2025Q3: 12,370 shares; 2025Q4: 12,370 shares 12,370 $508K 0.05% 0 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 19,310 shares; 2025Q1: 14,560 shares; 2025Q2: 14,409 shares; 2025Q3: 11,689 shares; 2025Q4: 10,840 shares 10,840 $478K 0.05% -849 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: 3,598 shares; 2024Q4: 3,730 shares; 2025Q1: 3,717 shares; 2025Q2: 3,851 shares; 2025Q3: 3,852 shares; 2025Q4: 3,834 shares 3,834 $461K 0.05% -18 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 682 shares; 2025Q4: 927 shares 927 $448K 0.05% +245 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 3,750 shares; 2025Q1: 5,382 shares; 2025Q2: 4,744 shares; 2025Q3: 5,086 shares; 2025Q4: 5,834 shares 5,834 $445K 0.05% +748 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: 483 shares; 2024Q4: 483 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares 498 $438K 0.04% 0 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: 867 shares; 2024Q4: 868 shares; 2025Q1: 966 shares; 2025Q2: 967 shares; 2025Q3: 969 shares; 2025Q4: 1,326 shares 1,326 $434K 0.04% +357 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,049 shares; 2024Q4: 89,063 shares; 2025Q1: 248,495 shares; 2025Q2: 203,478 shares; 2025Q3: 126,565 shares; 2025Q4: 38,523 shares 38,523 $433K 0.04% -88,042 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 1,136 shares; 2025Q3: 1,146 shares; 2025Q4: 2,346 shares 2,346 $432K 0.04% +1,200 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 1,500 shares 1,500 $431K 0.04% +1,000 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 721 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 737 shares 737 $422K 0.04% -24 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: 5,528 shares; 2024Q4: 6,529 shares; 2025Q1: 6,180 shares; 2025Q2: 6,580 shares; 2025Q3: 6,616 shares; 2025Q4: 6,017 shares 6,017 $421K 0.04% -599 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: not reported; 2024Q4: 2,489 shares; 2025Q1: 2,800 shares; 2025Q2: 3,651 shares; 2025Q3: 3,852 shares; 2025Q4: 3,439 shares 3,439 $414K 0.04% -413 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: 3,382 shares; 2024Q4: 3,382 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,492 shares; 2025Q4: 2,982 shares 2,982 $396K 0.04% -510 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 5,808 shares 5,808 $392K 0.04% 0 Timeline SHM 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: 7,714 shares; 2025Q3: 7,784 shares; 2025Q4: 7,784 shares 7,784 $374K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,897 shares; 2024Q4: 22,247 shares; 2025Q1: 21,079 shares; 2025Q2: 15,034 shares; 2025Q3: 15,034 shares; 2025Q4: 13,298 shares 13,298 $365K 0.04% -1,736 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,679 shares; 2025Q1: 2,687 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,652 shares 2,652 $363K 0.04% -24 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: 2,583 shares; 2024Q4: 3,166 shares; 2025Q1: 2,806 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,525 shares 2,525 $356K 0.04% -272 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,231 shares 3,231 $355K 0.04% -260 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: 370 shares; 2025Q1: 388 shares; 2025Q2: 328 shares; 2025Q3: 331 shares; 2025Q4: 328 shares 328 $351K 0.04% -3 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $347K 0.04% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,266 shares; 2025Q3: 11,696 shares; 2025Q4: 19,296 shares 19,296 $347K 0.04% +7,600 Timeline UMI USCF ETF TR More: the full row for USCF 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: 6,943 shares 6,943 $341K 0.03% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,536 shares 8,536 $337K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,837 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares; 2025Q4: 4,547 shares 4,547 $334K 0.03% +800 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: 2,077 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 1,976 shares; 2025Q3: 1,951 shares; 2025Q4: 1,531 shares 1,531 $332K 0.03% -420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,137 shares 1,137 $324K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 2,120 shares 2,120 $323K 0.03% +456 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 547 shares; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $322K 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,849 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares 3,850 $322K 0.03% 0 Timeline REM 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: 15,155 shares; 2024Q4: 19,250 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares 14,450 $321K 0.03% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares; 2025Q1: 6,339 shares; 2025Q2: 6,339 shares; 2025Q3: 6,339 shares; 2025Q4: 6,339 shares 6,339 $317K 0.03% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 5,878 shares; 2025Q1: 6,062 shares; 2025Q2: 5,662 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares 4,813 $312K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 7,388 shares; 2025Q2: 4,718 shares; 2025Q3: 4,718 shares; 2025Q4: 4,718 shares 4,718 $311K 0.03% 0 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: 2,101 shares; 2024Q4: 2,101 shares; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares 1,199 $308K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $301K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,933 shares; 2025Q1: 5,772 shares; 2025Q2: 7,767 shares; 2025Q3: 7,967 shares; 2025Q4: 6,064 shares 6,064 $301K 0.03% -1,903 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 10,534 shares; 2025Q1: 10,535 shares; 2025Q2: 10,537 shares; 2025Q3: 10,718 shares; 2025Q4: 10,535 shares 10,535 $300K 0.03% -183 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: 4,865 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,635 shares; 2025Q4: 3,781 shares 3,781 $299K 0.03% -854 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $294K 0.03% 0 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: 843 shares; 2024Q4: 859 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 689 shares 689 $294K 0.03% -85 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares 3,203 $292K 0.03% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 1,593 shares 1,593 $289K 0.03% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,193 shares; 2024Q4: 14,193 shares; 2025Q1: 15,293 shares; 2025Q2: 15,293 shares; 2025Q3: 15,293 shares; 2025Q4: 15,293 shares 15,293 $288K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,488 shares; 2025Q1: 6,203 shares; 2025Q2: 7,068 shares; 2025Q3: 7,318 shares; 2025Q4: 7,061 shares 7,061 $288K 0.03% -257 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 4,200 shares; 2025Q4: 4,200 shares 4,200 $287K 0.03% 0 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: 1,250 shares; 2025Q4: 1,250 shares 1,250 $283K 0.03% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,277 shares; 2025Q1: 13,346 shares; 2025Q2: 13,346 shares; 2025Q3: 13,346 shares; 2025Q4: 13,415 shares 13,415 $282K 0.03% +69 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: 495 shares; 2024Q4: 496 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares 490 $278K 0.03% 0 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: not reported; 2025Q4: 5,639 shares 5,639 $277K 0.03% new Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 10,368 shares; 2025Q1: 9,868 shares; 2025Q2: 9,868 shares; 2025Q3: 9,868 shares; 2025Q4: 9,868 shares 9,868 $277K 0.03% 0 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: 2,869 shares; 2024Q4: 2,927 shares; 2025Q1: 2,869 shares; 2025Q2: 2,869 shares; 2025Q3: 2,869 shares; 2025Q4: 2,869 shares 2,869 $274K 0.03% 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: 5,217 shares; 2024Q4: 5,206 shares; 2025Q1: 5,232 shares; 2025Q2: 5,232 shares; 2025Q3: 5,082 shares; 2025Q4: 5,082 shares 5,082 $274K 0.03% 0 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 3,423 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares 2,399 $272K 0.03% 0 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: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares 553 $271K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,613 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares 1,763 $267K 0.03% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,330 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 5,372 shares 5,372 $267K 0.03% -958 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: 581 shares; 2024Q4: 582 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 507 shares; 2025Q4: 507 shares 507 $265K 0.03% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,754 shares; 2025Q1: 7,754 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares; 2025Q4: 8,379 shares 8,379 $263K 0.03% +625 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 6,500 shares; 2025Q3: 7,700 shares; 2025Q4: 8,875 shares 8,875 $260K 0.03% +1,175 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,211 shares; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares; 2025Q4: 5,212 shares 5,212 $258K 0.03% +1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 783 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 759 shares 759 $256K 0.03% -22 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,478 shares 1,478 $253K 0.03% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $249K 0.03% 0 Timeline BIZD 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: 17,458 shares; 2024Q4: 17,458 shares; 2025Q1: 17,108 shares; 2025Q2: 17,126 shares; 2025Q3: 17,126 shares; 2025Q4: 17,576 shares 17,576 $249K 0.03% +450 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: 2,533 shares; 2024Q4: 2,526 shares; 2025Q1: 2,456 shares; 2025Q2: 2,186 shares; 2025Q3: 2,180 shares; 2025Q4: 2,160 shares 2,160 $246K 0.02% -20 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: 3,709 shares; 2024Q4: 3,291 shares; 2025Q1: 3,326 shares; 2025Q2: 3,141 shares; 2025Q3: 2,663 shares; 2025Q4: 2,436 shares 2,436 $242K 0.02% -227 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares; 2025Q4: 2,741 shares 2,741 $239K 0.02% -610 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270 $238K 0.02% 0 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: 672 shares; 2024Q4: 682 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 672 shares; 2025Q4: 672 shares 672 $236K 0.02% 0 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: 32,634 shares; 2024Q4: 14,967 shares; 2025Q1: 14,735 shares; 2025Q2: not reported; 2025Q3: 7,560 shares; 2025Q4: 6,391 shares 6,391 $236K 0.02% -1,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares 1,529 $235K 0.02% 0 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,312 shares; 2024Q4: 10,312 shares; 2025Q1: 10,312 shares; 2025Q2: 10,312 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares 10,312 $230K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares 1,414 $227K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,886 shares 3,886 $226K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,930 shares 1,930 $225K 0.02% -100 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: 1,474 shares; 2024Q4: 1,402 shares; 2025Q1: 1,374 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares 974 $222K 0.02% 0 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: not reported; 2025Q2: 596 shares; 2025Q3: 696 shares; 2025Q4: 696 shares 696 $222K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,108 shares; 2025Q1: not reported; 2025Q2: 3,708 shares; 2025Q3: 3,608 shares; 2025Q4: 3,473 shares 3,473 $221K 0.02% -135 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,499 shares; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: not reported; 2025Q4: 1,660 shares 1,660 $218K 0.02% 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares 1,780 $216K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares 3,600 $216K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares 246 $216K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,399 shares 1,399 $216K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 853 shares; 2025Q1: 879 shares; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 879 shares 879 $212K 0.02% 0 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: not reported; 2025Q4: 1,715 shares 1,715 $211K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,521 shares; 2025Q1: 4,021 shares; 2025Q2: 3,450 shares; 2025Q3: not reported; 2025Q4: 3,099 shares 3,099 $209K 0.02% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM 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: 627 shares; 2025Q3: 627 shares; 2025Q4: 523 shares 523 $208K 0.02% -104 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares 1,594 $207K 0.02% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 8,000 shares 8,000 $207K 0.02% new Timeline FINX 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: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $206K 0.02% 0 Timeline ARTY 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: 4,200 shares 4,200 $202K 0.02% new 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: 2,197 shares 2,197 $202K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale 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: 11,065 shares 11,065 $202K 0.02% new Timeline AMOM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,142 shares; 2025Q4: 4,142 shares 4,142 $201K 0.02% 0 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: 913 shares; 2024Q4: 871 shares; 2025Q1: 593 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 575 shares 575 $201K 0.02% -3 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,900 shares; 2024Q4: 27,900 shares; 2025Q1: 27,900 shares; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares; 2025Q4: 13,700 shares 13,700 $129K 0.01% -9,000 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,325 shares; 2024Q4: 40,352 shares; 2025Q1: 40,643 shares; 2025Q2: 55,643 shares; 2025Q3: 55,643 shares; 2025Q4: 44,656 shares 44,656 $97.3K 0.01% -10,987 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,490 shares; 2024Q4: 66,490 shares; 2025Q1: 66,490 shares; 2025Q2: 66,490 shares; 2025Q3: 66,490 shares; 2025Q4: 66,490 shares 66,490 $83.8K 0.01% 0 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD 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: 25,000 shares; 2025Q4: 25,000 shares 25,000 $79.5K 0.01% 0 Timeline FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,601 shares; 2024Q4: 282,601 shares; 2025Q1: 260,081 shares; 2025Q2: 290,581 shares; 2025Q3: 298,081 shares; 2025Q4: 314,581 shares 314,581 $70.7K 0.01% +16,500 Timeline NIO NIO INC More: the full row for NIO 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: 12,048 shares 12,048 $61.4K 0.01% new Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS 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: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 12,000 shares 12,000 $21.6K <0.01% -5,000 Timeline