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: 3,574,349 shares; 2024Q4: 3,577,296 shares; 2025Q1: 3,525,434 shares; 2025Q2: 3,737,341 shares; 2025Q3: 3,719,216 shares; 2025Q4: 3,671,203 shares 3,671,203 $1.52B 31.93% -48,013 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,228 shares; 2024Q4: 891,217 shares; 2025Q1: 888,250 shares; 2025Q2: 901,004 shares; 2025Q3: 911,147 shares; 2025Q4: 921,669 shares 921,669 $298M 6.27% +10,522 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: 2,134,150 shares; 2024Q4: 2,139,686 shares; 2025Q1: 2,115,641 shares; 2025Q2: 2,110,082 shares; 2025Q3: 2,118,203 shares; 2025Q4: 2,143,075 shares 2,143,075 $293M 6.18% +24,872 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637,993 shares; 2024Q4: 5,744,426 shares; 2025Q1: 5,727,352 shares; 2025Q2: 3,406,349 shares; 2025Q3: 3,407,765 shares; 2025Q4: 3,377,267 shares 3,377,267 $288M 6.08% -30,498 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836,692 shares; 2024Q4: 3,067,715 shares; 2025Q1: 3,781,477 shares; 2025Q2: 4,356,556 shares; 2025Q3: 4,554,512 shares; 2025Q4: 4,720,361 shares 4,720,361 $263M 5.55% +165,849 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: 1,855,674 shares; 2024Q4: 5,755,912 shares; 2025Q1: 5,917,303 shares; 2025Q2: 5,922,555 shares; 2025Q3: 6,073,520 shares; 2025Q4: 9,244,248 shares 9,244,248 $254M 5.34% +3,170,728 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,752 shares; 2025Q1: 3,956 shares; 2025Q2: 31,813 shares; 2025Q3: 34,067 shares; 2025Q4: 1,153,776 shares 1,153,776 $245M 5.16% +1,119,709 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: 951,622 shares; 2024Q4: 966,560 shares; 2025Q1: 972,214 shares; 2025Q2: 976,963 shares; 2025Q3: 992,566 shares; 2025Q4: 1,005,128 shares 1,005,128 $142M 2.99% +12,562 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: 2,989,025 shares; 2024Q4: 3,051,329 shares; 2025Q1: 3,093,241 shares; 2025Q2: 3,089,284 shares; 2025Q3: 3,161,974 shares; 2025Q4: 3,268,794 shares 3,268,794 $132M 2.78% +106,820 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: 593,076 shares; 2024Q4: 603,320 shares; 2025Q1: 608,076 shares; 2025Q2: 616,743 shares; 2025Q3: 626,428 shares; 2025Q4: 635,650 shares 635,650 $115M 2.43% +9,222 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: 1,908,701 shares; 2024Q4: 1,936,480 shares; 2025Q1: 1,907,814 shares; 2025Q2: 1,954,325 shares; 2025Q3: 1,927,919 shares; 2025Q4: 1,897,650 shares 1,897,650 $104M 2.19% -30,269 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: 887,531 shares; 2024Q4: 1,020,557 shares; 2025Q1: 1,079,289 shares; 2025Q2: 1,262,636 shares; 2025Q3: 1,253,178 shares; 2025Q4: 1,271,310 shares 1,271,310 $98.6M 2.08% +18,132 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: 369,017 shares; 2024Q4: 403,598 shares; 2025Q1: 397,810 shares; 2025Q2: 431,516 shares; 2025Q3: 428,406 shares; 2025Q4: 422,578 shares 422,578 $88.9M 1.87% -5,828 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,602 shares; 2024Q4: 629,653 shares; 2025Q1: 615,660 shares; 2025Q2: 661,070 shares; 2025Q3: 654,918 shares; 2025Q4: 650,323 shares 650,323 $67.7M 1.43% -4,595 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: 190,035 shares; 2024Q4: 189,611 shares; 2025Q1: 192,103 shares; 2025Q2: 204,268 shares; 2025Q3: 206,839 shares; 2025Q4: 205,799 shares 205,799 $55.9M 1.18% -1,040 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: not reported; 2024Q4: 166,890 shares; 2025Q1: 145,209 shares; 2025Q2: 1,141,575 shares; 2025Q3: 1,141,413 shares; 2025Q4: 1,137,274 shares 1,137,274 $53.2M 1.12% -4,139 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301,137 shares; 2025Q3: 1,351,785 shares; 2025Q4: 1,359,891 shares 1,359,891 $51.1M 1.08% +8,106 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: 64,236 shares; 2024Q4: 64,567 shares; 2025Q1: 65,506 shares; 2025Q2: 68,667 shares; 2025Q3: 69,650 shares; 2025Q4: 71,685 shares 71,685 $34.7M 0.73% +2,035 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: 158,904 shares; 2024Q4: 160,639 shares; 2025Q1: 159,902 shares; 2025Q2: 163,926 shares; 2025Q3: 172,228 shares; 2025Q4: 174,789 shares 174,789 $32.6M 0.69% +2,561 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,475 shares; 2024Q4: 109,286 shares; 2025Q1: 110,086 shares; 2025Q2: 106,479 shares; 2025Q3: 105,932 shares; 2025Q4: 104,768 shares 104,768 $29.2M 0.62% -1,164 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: 36,579 shares; 2024Q4: 35,575 shares; 2025Q1: 61,890 shares; 2025Q2: 39,325 shares; 2025Q3: 38,693 shares; 2025Q4: 38,864 shares 38,864 $23.9M 0.5% +171 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,096 shares; 2024Q4: 74,535 shares; 2025Q1: 74,531 shares; 2025Q2: 75,751 shares; 2025Q3: 74,359 shares; 2025Q4: 74,365 shares 74,365 $23.1M 0.49% +6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,855 shares; 2024Q4: 220,315 shares; 2025Q1: 207,842 shares; 2025Q2: 205,908 shares; 2025Q3: 200,483 shares; 2025Q4: 197,944 shares 197,944 $22.5M 0.48% -2,539 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,027 shares; 2024Q4: 181,172 shares; 2025Q1: 195,533 shares; 2025Q2: 208,610 shares; 2025Q3: 207,067 shares; 2025Q4: 207,056 shares 207,056 $20.1M 0.42% -11 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: 71,441 shares; 2024Q4: 73,037 shares; 2025Q1: 74,035 shares; 2025Q2: 76,424 shares; 2025Q3: 75,833 shares; 2025Q4: 77,378 shares 77,378 $17.9M 0.38% +1,545 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,214 shares; 2024Q4: 63,219 shares; 2025Q1: 84,966 shares; 2025Q2: 104,671 shares; 2025Q3: 103,061 shares; 2025Q4: 101,577 shares 101,577 $14.3M 0.3% -1,484 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,303 shares; 2024Q4: 86,685 shares; 2025Q1: 90,088 shares; 2025Q2: 99,571 shares; 2025Q3: 98,789 shares; 2025Q4: 98,594 shares 98,594 $13M 0.27% -195 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: 36,125 shares; 2024Q4: 36,211 shares; 2025Q1: 36,382 shares; 2025Q2: 36,201 shares; 2025Q3: 35,878 shares; 2025Q4: 36,988 shares 36,988 $13M 0.27% +1,110 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: 25,654 shares; 2024Q4: 28,044 shares; 2025Q1: 32,455 shares; 2025Q2: 33,075 shares; 2025Q3: 33,697 shares; 2025Q4: 34,933 shares 34,933 $11M 0.23% +1,236 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: 75,115 shares; 2024Q4: 75,469 shares; 2025Q1: 74,926 shares; 2025Q2: 75,121 shares; 2025Q3: 75,118 shares; 2025Q4: 74,927 shares 74,927 $10.8M 0.23% -191 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: 10,803 shares; 2024Q4: 11,426 shares; 2025Q1: 11,445 shares; 2025Q2: 12,527 shares; 2025Q3: 11,977 shares; 2025Q4: 14,192 shares 14,192 $9.68M 0.2% +2,215 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: 22,305 shares; 2024Q4: 23,573 shares; 2025Q1: 23,904 shares; 2025Q2: 24,055 shares; 2025Q3: 25,906 shares; 2025Q4: 29,663 shares 29,663 $9.28M 0.2% +3,757 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,334 shares; 2024Q4: 58,147 shares; 2025Q1: 63,205 shares; 2025Q2: 79,431 shares; 2025Q3: 79,363 shares; 2025Q4: 79,192 shares 79,192 $9.01M 0.19% -171 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: 27,947 shares; 2024Q4: 28,070 shares; 2025Q1: 27,956 shares; 2025Q2: 27,960 shares; 2025Q3: 27,936 shares; 2025Q4: 27,603 shares 27,603 $8.44M 0.18% -333 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: 3,039 shares; 2024Q4: 3,059 shares; 2025Q1: 3,049 shares; 2025Q2: 8,608 shares; 2025Q3: 8,650 shares; 2025Q4: 89,470 shares 89,470 $8.39M 0.18% +80,820 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: 8,267 shares; 2024Q4: 9,004 shares; 2025Q1: 9,210 shares; 2025Q2: 9,237 shares; 2025Q3: 9,345 shares; 2025Q4: 9,364 shares 9,364 $8.08M 0.17% +19 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.16% 0 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: 56,336 shares; 2024Q4: 68,469 shares; 2025Q1: 62,308 shares; 2025Q2: 63,279 shares; 2025Q3: 62,381 shares; 2025Q4: 61,071 shares 61,071 $7.35M 0.15% -1,310 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: 33,780 shares; 2024Q4: 34,557 shares; 2025Q1: 33,746 shares; 2025Q2: 33,637 shares; 2025Q3: 33,549 shares; 2025Q4: 33,626 shares 33,626 $6.96M 0.15% +77 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: 20,296 shares; 2024Q4: 21,006 shares; 2025Q1: 21,762 shares; 2025Q2: 21,975 shares; 2025Q3: 22,246 shares; 2025Q4: 20,500 shares 20,500 $6.61M 0.14% -1,746 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,615 shares; 2025Q1: 5,549 shares; 2025Q2: 5,744 shares; 2025Q3: 5,902 shares; 2025Q4: 5,550 shares 5,550 $5.96M 0.13% -352 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: 7,596 shares; 2024Q4: 8,310 shares; 2025Q1: 8,241 shares; 2025Q2: 8,226 shares; 2025Q3: 8,205 shares; 2025Q4: 8,570 shares 8,570 $5.87M 0.12% +365 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: 17,826 shares; 2024Q4: 38,142 shares; 2025Q1: 34,290 shares; 2025Q2: 55,202 shares; 2025Q3: 54,789 shares; 2025Q4: 65,148 shares 65,148 $5.76M 0.12% +10,359 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: 12,632 shares; 2024Q4: 12,739 shares; 2025Q1: 12,403 shares; 2025Q2: 12,403 shares; 2025Q3: 12,404 shares; 2025Q4: 12,089 shares 12,089 $5.72M 0.12% -315 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: 8,119 shares; 2024Q4: 7,785 shares; 2025Q1: 11,071 shares; 2025Q2: 7,863 shares; 2025Q3: 8,051 shares; 2025Q4: 15,714 shares 15,714 $5.27M 0.11% +7,663 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: 20,767 shares; 2024Q4: 20,842 shares; 2025Q1: 20,590 shares; 2025Q2: 20,734 shares; 2025Q3: 20,946 shares; 2025Q4: 20,735 shares 20,735 $4.74M 0.1% -211 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: 6,258 shares; 2024Q4: 6,384 shares; 2025Q1: 6,368 shares; 2025Q2: 6,703 shares; 2025Q3: 6,743 shares; 2025Q4: 7,128 shares 7,128 $4.71M 0.1% +385 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 116,407 shares; 2025Q1: 123,683 shares; 2025Q2: 128,673 shares; 2025Q3: 144,991 shares; 2025Q4: 144,203 shares 144,203 $4.7M 0.1% -788 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: 7,424 shares; 2024Q4: 7,435 shares; 2025Q1: 7,558 shares; 2025Q2: 7,755 shares; 2025Q3: 7,909 shares; 2025Q4: 9,539 shares 9,539 $4.65M 0.1% +1,630 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,105 shares; 2024Q4: 35,799 shares; 2025Q1: 35,237 shares; 2025Q2: 34,867 shares; 2025Q3: 34,912 shares; 2025Q4: 34,984 shares 34,984 $4.38M 0.09% +72 Timeline MVV 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: 62,366 shares; 2024Q4: 62,366 shares; 2025Q1: 62,366 shares; 2025Q2: 62,498 shares; 2025Q3: 62,498 shares; 2025Q4: 62,498 shares 62,498 $4.36M 0.09% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,084 shares; 2024Q4: 14,296 shares; 2025Q1: 14,346 shares; 2025Q2: 14,350 shares; 2025Q3: 14,407 shares; 2025Q4: 14,461 shares 14,461 $4.28M 0.09% +54 Timeline URTY 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: 46,155 shares; 2024Q4: 49,605 shares; 2025Q1: 59,955 shares; 2025Q2: 80,109 shares; 2025Q3: 80,109 shares; 2025Q4: 80,109 shares 80,109 $4.26M 0.09% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,925 shares; 2024Q4: 34,349 shares; 2025Q1: 34,349 shares; 2025Q2: 45,931 shares; 2025Q3: 45,931 shares; 2025Q4: 78,862 shares 78,862 $4.16M 0.09% +32,931 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: 2,363 shares; 2024Q4: 3,183 shares; 2025Q1: 4,704 shares; 2025Q2: 2,860 shares; 2025Q3: 5,931 shares; 2025Q4: 6,411 shares 6,411 $4.02M 0.08% +480 Timeline QQQM 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: 9,620 shares; 2024Q4: 9,784 shares; 2025Q1: 19,249 shares; 2025Q2: 15,201 shares; 2025Q3: 15,201 shares; 2025Q4: 15,482 shares 15,482 $3.92M 0.08% +281 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,206 shares; 2024Q4: 38,206 shares; 2025Q1: 38,206 shares; 2025Q2: 38,206 shares; 2025Q3: 38,206 shares; 2025Q4: 38,206 shares 38,206 $3.6M 0.08% 0 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: 12,382 shares; 2024Q4: 12,287 shares; 2025Q1: 12,485 shares; 2025Q2: 14,575 shares; 2025Q3: 19,229 shares; 2025Q4: 19,491 shares 19,491 $3.46M 0.07% +262 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,766 shares; 2024Q4: 7,766 shares; 2025Q1: 15,866 shares; 2025Q2: 15,866 shares; 2025Q3: 52,741 shares; 2025Q4: 52,741 shares 52,741 $3.43M 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 12,065 shares; 2025Q1: 12,050 shares; 2025Q2: 12,325 shares; 2025Q3: 12,000 shares; 2025Q4: 23,730 shares 23,730 $3.42M 0.07% +11,730 Timeline UYG 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: 30,801 shares; 2024Q4: 27,801 shares; 2025Q1: 27,801 shares; 2025Q2: 34,801 shares; 2025Q3: 34,801 shares; 2025Q4: 34,801 shares 34,801 $3.19M 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 15,571 shares; 2025Q1: 15,711 shares; 2025Q2: 15,656 shares; 2025Q3: 15,765 shares; 2025Q4: 15,850 shares 15,850 $3.09M 0.07% +85 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,623 shares; 2025Q1: 25,699 shares; 2025Q2: 26,931 shares; 2025Q3: 26,712 shares; 2025Q4: 27,337 shares 27,337 $3.05M 0.06% +625 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 15,561 shares; 2025Q1: 15,879 shares; 2025Q2: 16,250 shares; 2025Q3: 16,251 shares; 2025Q4: 16,251 shares 16,251 $2.93M 0.06% 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: 18,262 shares; 2024Q4: 18,333 shares; 2025Q1: 18,213 shares; 2025Q2: 19,226 shares; 2025Q3: 19,226 shares; 2025Q4: 19,200 shares 19,200 $2.9M 0.06% -26 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: 6,027 shares; 2024Q4: 6,596 shares; 2025Q1: 6,142 shares; 2025Q2: 8,769 shares; 2025Q3: 8,745 shares; 2025Q4: 8,748 shares 8,748 $2.89M 0.06% +3 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: 5,346 shares; 2024Q4: 4,578 shares; 2025Q1: 4,517 shares; 2025Q2: 4,521 shares; 2025Q3: 6,096 shares; 2025Q4: 5,958 shares 5,958 $2.88M 0.06% -138 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: 4,872 shares; 2024Q4: 4,962 shares; 2025Q1: 4,893 shares; 2025Q2: 4,942 shares; 2025Q3: 4,937 shares; 2025Q4: 7,234 shares 7,234 $2.87M 0.06% +2,297 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: 13,752 shares; 2024Q4: 12,876 shares; 2025Q1: 11,832 shares; 2025Q2: 12,293 shares; 2025Q3: 11,524 shares; 2025Q4: 6,348 shares 6,348 $2.85M 0.06% -5,176 Timeline EET 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: 32,520 shares; 2024Q4: 33,520 shares; 2025Q1: 33,520 shares; 2025Q2: 33,520 shares; 2025Q3: 33,520 shares; 2025Q4: 33,520 shares 33,520 $2.7M 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,236 shares; 2025Q1: 14,248 shares; 2025Q2: 14,007 shares; 2025Q3: 17,622 shares; 2025Q4: 17,553 shares 17,553 $2.68M 0.06% -69 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784,083 shares; 2025Q1: 404,630 shares; 2025Q2: 91,079 shares; 2025Q3: 30,149 shares; 2025Q4: 30,132 shares 30,132 $2.63M 0.06% -17 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 9,359 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,048 shares; 2025Q4: 9,098 shares 9,098 $2.62M 0.06% +50 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 19,760 shares; 2025Q2: 19,760 shares; 2025Q3: 19,784 shares; 2025Q4: 19,760 shares 19,760 $2.62M 0.06% -24 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 8,358 shares; 2025Q1: 6,680 shares; 2025Q2: 7,458 shares; 2025Q3: 10,538 shares; 2025Q4: 10,569 shares 10,569 $2.56M 0.05% +31 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,173 shares; 2024Q4: 25,555 shares; 2025Q1: 25,549 shares; 2025Q2: 25,549 shares; 2025Q3: 25,549 shares; 2025Q4: 25,455 shares 25,455 $2.53M 0.05% -94 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: 7,077 shares; 2024Q4: 6,979 shares; 2025Q1: 6,962 shares; 2025Q2: 7,560 shares; 2025Q3: 7,564 shares; 2025Q4: 7,523 shares 7,523 $2.53M 0.05% -41 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: 45,597 shares; 2024Q4: 43,730 shares; 2025Q1: 43,450 shares; 2025Q2: 43,399 shares; 2025Q3: 45,210 shares; 2025Q4: 46,339 shares 46,339 $2.49M 0.05% +1,129 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: 18,025 shares; 2024Q4: 18,347 shares; 2025Q1: 18,452 shares; 2025Q2: 18,660 shares; 2025Q3: 18,497 shares; 2025Q4: 17,020 shares 17,020 $2.44M 0.05% -1,477 Timeline ICF 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: 37,592 shares; 2024Q4: 37,468 shares; 2025Q1: 37,468 shares; 2025Q2: 38,268 shares; 2025Q3: 38,268 shares; 2025Q4: 38,234 shares 38,234 $2.28M 0.05% -34 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 29,400 shares 29,400 $2.23M 0.05% +4,400 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,166 shares; 2025Q2: 28,257 shares; 2025Q3: 29,249 shares; 2025Q4: 28,804 shares 28,804 $2.22M 0.05% -445 Timeline UPV 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: 24,060 shares; 2024Q4: 24,060 shares; 2025Q1: 24,060 shares; 2025Q2: 24,060 shares; 2025Q3: 24,060 shares; 2025Q4: 24,060 shares 24,060 $2.17M 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 9,365 shares; 2025Q1: 9,940 shares; 2025Q2: 9,170 shares; 2025Q3: 10,418 shares; 2025Q4: 9,822 shares 9,822 $2.16M 0.05% -596 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: 6,510 shares; 2024Q4: 6,500 shares; 2025Q1: 6,339 shares; 2025Q2: 6,287 shares; 2025Q3: 6,182 shares; 2025Q4: 6,219 shares 6,219 $2.14M 0.05% +37 Timeline VSS 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: 12,891 shares; 2024Q4: 21,118 shares; 2025Q1: 19,674 shares; 2025Q2: 14,129 shares; 2025Q3: 14,814 shares; 2025Q4: 14,814 shares 14,814 $2.12M 0.04% 0 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: 10,230 shares; 2024Q4: 7,262 shares; 2025Q1: 7,093 shares; 2025Q2: 10,593 shares; 2025Q3: 10,541 shares; 2025Q4: 11,575 shares 11,575 $2.12M 0.04% +1,034 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: 5,620 shares; 2024Q4: 5,757 shares; 2025Q1: 5,780 shares; 2025Q2: 5,905 shares; 2025Q3: 5,508 shares; 2025Q4: 6,087 shares 6,087 $2.11M 0.04% +579 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: 2,773 shares; 2024Q4: 2,809 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,777 shares; 2025Q4: 6,643 shares 6,643 $2.09M 0.04% +3,866 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: 24,733 shares; 2024Q4: 24,537 shares; 2025Q1: 24,537 shares; 2025Q2: 24,609 shares; 2025Q3: 24,846 shares; 2025Q4: 24,847 shares 24,847 $2.08M 0.04% +1 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,831 shares; 2024Q4: 50,831 shares; 2025Q1: 51,047 shares; 2025Q2: 50,831 shares; 2025Q3: 50,831 shares; 2025Q4: 50,831 shares 50,831 $2.01M 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 3,441 shares; 2025Q3: 3,488 shares; 2025Q4: 3,509 shares 3,509 $2M 0.04% +21 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: 25,699 shares; 2024Q4: 25,891 shares; 2025Q1: 24,499 shares; 2025Q2: 24,943 shares; 2025Q3: 25,353 shares; 2025Q4: 24,881 shares 24,881 $1.92M 0.04% -472 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: 3,085 shares; 2024Q4: 3,292 shares; 2025Q1: 3,337 shares; 2025Q2: 3,376 shares; 2025Q3: 3,237 shares; 2025Q4: 6,528 shares 6,528 $1.89M 0.04% +3,291 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: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,883 shares; 2025Q2: 6,184 shares; 2025Q3: 6,171 shares; 2025Q4: 5,905 shares 5,905 $1.88M 0.04% -266 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,660 shares; 2025Q1: 7,823 shares; 2025Q2: 7,796 shares; 2025Q3: 10,594 shares; 2025Q4: 10,904 shares 10,904 $1.87M 0.04% +310 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,000 shares; 2025Q1: 112,500 shares; 2025Q2: 112,500 shares; 2025Q3: 128,000 shares; 2025Q4: 132,000 shares 132,000 $1.84M 0.04% +4,000 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: 7,774 shares; 2024Q4: 7,801 shares; 2025Q1: 8,157 shares; 2025Q2: 7,759 shares; 2025Q3: 7,937 shares; 2025Q4: 7,934 shares 7,934 $1.84M 0.04% -3 Timeline DDM 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: 12,449 shares; 2024Q4: 12,449 shares; 2025Q1: 12,449 shares; 2025Q2: 15,018 shares; 2025Q3: 15,018 shares; 2025Q4: 30,188 shares 30,188 $1.72M 0.04% +15,170 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,286 shares; 2025Q1: 3,763 shares; 2025Q2: 3,686 shares; 2025Q3: 3,681 shares; 2025Q4: 2,922 shares 2,922 $1.69M 0.04% -759 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,168 shares; 2025Q1: 5,158 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares; 2025Q4: 5,173 shares 5,173 $1.68M 0.04% 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: 22,980 shares; 2024Q4: 34,234 shares; 2025Q1: 34,642 shares; 2025Q2: 34,382 shares; 2025Q3: 36,812 shares; 2025Q4: 40,679 shares 40,679 $1.66M 0.03% +3,867 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,250 shares; 2024Q4: 26,608 shares; 2025Q1: 26,489 shares; 2025Q2: 27,039 shares; 2025Q3: 28,528 shares; 2025Q4: 27,841 shares 27,841 $1.63M 0.03% -687 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,258 shares; 2024Q4: 24,094 shares; 2025Q1: 24,094 shares; 2025Q2: 24,094 shares; 2025Q3: 24,094 shares; 2025Q4: 24,094 shares 24,094 $1.62M 0.03% 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: 26,992 shares; 2024Q4: 27,644 shares; 2025Q1: 27,790 shares; 2025Q2: 28,291 shares; 2025Q3: 28,430 shares; 2025Q4: 28,582 shares 28,582 $1.57M 0.03% +152 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,606 shares; 2025Q1: 4,619 shares; 2025Q2: 5,022 shares; 2025Q3: 5,122 shares; 2025Q4: 5,035 shares 5,035 $1.55M 0.03% -87 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: 1,660 shares; 2024Q4: 2,141 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,203 shares; 2025Q4: 2,028 shares 2,028 $1.53M 0.03% -175 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: 19,560 shares; 2024Q4: 19,477 shares; 2025Q1: 19,472 shares; 2025Q2: 20,142 shares; 2025Q3: 20,139 shares; 2025Q4: 20,142 shares 20,142 $1.48M 0.03% +3 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,900 shares 3,900 $1.46M 0.03% +1,400 Timeline QLD 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: 11,369 shares; 2024Q4: 11,369 shares; 2025Q1: 11,469 shares; 2025Q2: 10,311 shares; 2025Q3: 10,311 shares; 2025Q4: 20,522 shares 20,522 $1.44M 0.03% +10,211 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 5,297 shares; 2025Q4: 5,501 shares 5,501 $1.38M 0.03% +204 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 47,593 shares; 2025Q1: 47,607 shares; 2025Q2: 40,834 shares; 2025Q3: 46,414 shares; 2025Q4: 46,434 shares 46,434 $1.37M 0.03% +20 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: 1,495 shares; 2024Q4: 1,500 shares; 2025Q1: 1,484 shares; 2025Q2: 1,475 shares; 2025Q3: 1,488 shares; 2025Q4: 1,528 shares 1,528 $1.34M 0.03% +40 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: 8,571 shares; 2024Q4: 8,754 shares; 2025Q1: 8,523 shares; 2025Q2: 8,260 shares; 2025Q3: 8,260 shares; 2025Q4: 8,250 shares 8,250 $1.32M 0.03% -10 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: 13,899 shares; 2024Q4: 14,940 shares; 2025Q1: 16,008 shares; 2025Q2: 15,711 shares; 2025Q3: 15,121 shares; 2025Q4: 16,374 shares 16,374 $1.31M 0.03% +1,253 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 2,113 shares; 2025Q1: 2,098 shares; 2025Q2: 2,103 shares; 2025Q3: 2,125 shares; 2025Q4: 2,219 shares 2,219 $1.27M 0.03% +94 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: 4,700 shares; 2024Q4: 5,306 shares; 2025Q1: 5,200 shares; 2025Q2: 5,317 shares; 2025Q3: 7,520 shares; 2025Q4: 7,409 shares 7,409 $1.27M 0.03% -111 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 10,143 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,143 shares; 2025Q4: 10,143 shares 10,143 $1.25M 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 5,720 shares; 2025Q1: 5,600 shares; 2025Q2: 5,793 shares; 2025Q3: 5,845 shares; 2025Q4: 6,576 shares 6,576 $1.21M 0.03% +731 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: 13,314 shares; 2024Q4: 15,206 shares; 2025Q1: 19,380 shares; 2025Q2: 17,129 shares; 2025Q3: 17,290 shares; 2025Q4: 18,232 shares 18,232 $1.2M 0.03% +942 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,700 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares 5,992 $1.2M 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: 3,205 shares; 2024Q4: 3,473 shares; 2025Q1: 3,413 shares; 2025Q2: 3,949 shares; 2025Q3: 3,909 shares; 2025Q4: 3,909 shares 3,909 $1.18M 0.02% 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: 3,832 shares; 2024Q4: 3,936 shares; 2025Q1: 3,720 shares; 2025Q2: 3,469 shares; 2025Q3: 3,589 shares; 2025Q4: 3,592 shares 3,592 $1.18M 0.02% +3 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,285 shares; 2025Q3: 4,085 shares; 2025Q4: 4,085 shares 4,085 $1.17M 0.02% 0 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: 4,628 shares; 2024Q4: 4,805 shares; 2025Q1: 4,975 shares; 2025Q2: 4,861 shares; 2025Q3: 4,856 shares; 2025Q4: 7,588 shares 7,588 $1.17M 0.02% +2,732 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: 9,387 shares; 2024Q4: 57,077 shares; 2025Q1: 40,332 shares; 2025Q2: 40,809 shares; 2025Q3: 40,974 shares; 2025Q4: 43,160 shares 43,160 $1.16M 0.02% +2,186 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: 1,914 shares; 2024Q4: 2,117 shares; 2025Q1: 2,726 shares; 2025Q2: 2,171 shares; 2025Q3: 2,121 shares; 2025Q4: 4,483 shares 4,483 $1.16M 0.02% +2,362 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares; 2025Q3: 33,558 shares; 2025Q4: 33,727 shares 33,727 $1.15M 0.02% +169 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: 4,418 shares; 2024Q4: 4,495 shares; 2025Q1: 4,459 shares; 2025Q2: 6,564 shares; 2025Q3: 6,643 shares; 2025Q4: 6,534 shares 6,534 $1.13M 0.02% -109 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: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,956 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,879 shares 1,879 $1.13M 0.02% -15 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,661 shares; 2025Q1: 4,717 shares; 2025Q2: 4,732 shares; 2025Q3: 4,685 shares; 2025Q4: 4,783 shares 4,783 $1.09M 0.02% +98 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 11,329 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares 11,329 $1.09M 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 8,943 shares; 2025Q1: 9,969 shares; 2025Q2: 8,530 shares; 2025Q3: 8,612 shares; 2025Q4: 9,020 shares 9,020 $1.08M 0.02% +408 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,534 shares; 2024Q4: 11,949 shares; 2025Q1: 11,949 shares; 2025Q2: 12,418 shares; 2025Q3: 12,534 shares; 2025Q4: 12,418 shares 12,418 $1.08M 0.02% -116 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: 1,100 shares; 2024Q4: 1,086 shares; 2025Q1: 1,075 shares; 2025Q2: 1,176 shares; 2025Q3: 1,170 shares; 2025Q4: 1,875 shares 1,875 $1.07M 0.02% +705 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: 4,537 shares; 2024Q4: 4,518 shares; 2025Q1: 4,436 shares; 2025Q2: 4,834 shares; 2025Q3: 4,869 shares; 2025Q4: 4,912 shares 4,912 $1.05M 0.02% +43 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 7,342 shares 7,342 $1.04M 0.02% +675 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 4,916 shares; 2025Q1: 4,918 shares; 2025Q2: 5,192 shares; 2025Q3: 5,354 shares; 2025Q4: 5,251 shares 5,251 $1.02M 0.02% -103 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 57 shares; 2025Q3: 51 shares; 2025Q4: 188 shares 188 $1.01M 0.02% +137 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 8,050 shares; 2025Q1: 7,984 shares; 2025Q2: 8,542 shares; 2025Q3: 8,603 shares; 2025Q4: 8,563 shares 8,563 $1M 0.02% -40 Timeline SPYV 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: 15,829 shares; 2024Q4: 15,583 shares; 2025Q1: 15,860 shares; 2025Q2: 14,624 shares; 2025Q3: 14,624 shares; 2025Q4: 17,437 shares 17,437 $991K 0.02% +2,813 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: not reported; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,741 shares; 2025Q4: 2,795 shares 2,795 $982K 0.02% +54 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,168 shares; 2024Q4: 23,168 shares; 2025Q1: 23,168 shares; 2025Q2: 23,168 shares; 2025Q3: 23,168 shares; 2025Q4: 23,168 shares 23,168 $947K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 11,156 shares; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 5,506 shares; 2025Q4: 5,536 shares 5,536 $934K 0.02% +30 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: 16,491 shares; 2024Q4: 17,080 shares; 2025Q1: 17,052 shares; 2025Q2: 17,529 shares; 2025Q3: 16,915 shares; 2025Q4: 16,915 shares 16,915 $926K 0.02% 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: 3,955 shares; 2024Q4: 3,657 shares; 2025Q1: 3,632 shares; 2025Q2: 3,833 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares 3,632 $894K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,581 shares; 2025Q1: 6,278 shares; 2025Q2: 6,228 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares 5,721 $886K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 7,577 shares; 2025Q1: 7,345 shares; 2025Q2: 8,118 shares; 2025Q3: 7,989 shares; 2025Q4: 8,337 shares 8,337 $878K 0.02% +348 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,481 shares 2,481 $877K 0.02% -11 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,718 shares; 2025Q1: 4,654 shares; 2025Q2: 5,741 shares; 2025Q3: 5,745 shares; 2025Q4: 5,677 shares 5,677 $875K 0.02% -68 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,834 shares; 2024Q4: 12,210 shares; 2025Q1: 10,256 shares; 2025Q2: 10,467 shares; 2025Q3: 10,626 shares; 2025Q4: 8,477 shares 8,477 $853K 0.02% -2,149 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: 2,311 shares; 2024Q4: 2,320 shares; 2025Q1: 2,361 shares; 2025Q2: 2,342 shares; 2025Q3: 2,396 shares; 2025Q4: 2,418 shares 2,418 $846K 0.02% +22 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,546 shares; 2025Q1: 18,744 shares; 2025Q2: 22,046 shares; 2025Q3: 42,046 shares; 2025Q4: 42,046 shares 42,046 $841K 0.02% 0 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: 13,160 shares; 2024Q4: 13,028 shares; 2025Q1: 13,028 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,695 shares 12,695 $834K 0.02% +15 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: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 2,843 shares; 2025Q2: 3,056 shares; 2025Q3: 3,308 shares; 2025Q4: 3,088 shares 3,088 $829K 0.02% -220 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 17,106 shares; 2025Q1: 17,106 shares; 2025Q2: 17,106 shares; 2025Q3: 17,106 shares; 2025Q4: 17,281 shares 17,281 $825K 0.02% +175 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,552 shares; 2025Q1: 4,131 shares; 2025Q2: 2,477 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares 2,708 $818K 0.02% 0 Timeline IXJ 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: 6,000 shares; 2025Q4: 8,313 shares 8,313 $810K 0.02% +2,313 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: 29,659 shares; 2024Q4: 35,911 shares; 2025Q1: 34,222 shares; 2025Q2: 33,835 shares; 2025Q3: 35,615 shares; 2025Q4: 32,589 shares 32,589 $810K 0.02% -3,026 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,678 shares; 2025Q3: 1,703 shares; 2025Q4: 1,727 shares 1,727 $804K 0.02% +24 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,889 shares; 2025Q1: 3,845 shares; 2025Q2: 3,951 shares; 2025Q3: 3,836 shares; 2025Q4: 6,662 shares 6,662 $796K 0.02% +2,826 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,648 shares; 2025Q3: 1,642 shares; 2025Q4: 1,653 shares 1,653 $794K 0.02% +11 Timeline QQMG 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: 16,299 shares; 2024Q4: 17,776 shares; 2025Q1: 17,776 shares; 2025Q2: 19,267 shares; 2025Q3: 19,116 shares; 2025Q4: 18,627 shares 18,627 $789K 0.02% -489 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,348 shares; 2024Q4: 13,774 shares; 2025Q1: 11,917 shares; 2025Q2: 12,069 shares; 2025Q3: 12,022 shares; 2025Q4: 9,667 shares 9,667 $786K 0.02% -2,355 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,613 shares; 2025Q1: 3,582 shares; 2025Q2: 3,671 shares; 2025Q3: 3,679 shares; 2025Q4: 3,758 shares 3,758 $784K 0.02% +79 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: 11,647 shares; 2024Q4: 12,279 shares; 2025Q1: 11,132 shares; 2025Q2: 11,247 shares; 2025Q3: 11,565 shares; 2025Q4: 11,184 shares 11,184 $782K 0.02% -381 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,928 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares 2,802 $782K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,992 shares; 2025Q1: 4,816 shares; 2025Q2: 4,813 shares; 2025Q3: 4,819 shares; 2025Q4: 4,849 shares 4,849 $776K 0.02% +30 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: 5,448 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,448 shares 5,448 $769K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 6,689 shares; 2025Q1: 5,988 shares; 2025Q2: 6,562 shares; 2025Q3: 6,633 shares; 2025Q4: 6,748 shares 6,748 $768K 0.02% +115 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,166 shares; 2025Q3: 1,191 shares; 2025Q4: 1,169 shares 1,169 $764K 0.02% -22 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares 7,866 $741K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 978 shares; 2025Q4: 4,825 shares 4,825 $739K 0.02% +3,847 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: 2,743 shares; 2024Q4: 3,286 shares; 2025Q1: 3,407 shares; 2025Q2: 3,150 shares; 2025Q3: 3,161 shares; 2025Q4: 3,361 shares 3,361 $730K 0.02% +200 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: 6,557 shares; 2024Q4: 6,653 shares; 2025Q1: 7,132 shares; 2025Q2: 7,571 shares; 2025Q3: 7,878 shares; 2025Q4: 7,830 shares 7,830 $730K 0.02% -48 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 2,111 shares; 2025Q4: 1,639 shares 1,639 $728K 0.02% -472 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: 33,510 shares; 2024Q4: 28,043 shares; 2025Q1: 27,882 shares; 2025Q2: 28,891 shares; 2025Q3: 29,181 shares; 2025Q4: 29,043 shares 29,043 $723K 0.02% -138 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: 5,555 shares; 2024Q4: 5,361 shares; 2025Q1: 5,436 shares; 2025Q2: 5,829 shares; 2025Q3: 5,835 shares; 2025Q4: 6,168 shares 6,168 $720K 0.02% +333 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,919 shares; 2025Q1: 1,822 shares; 2025Q2: 1,829 shares; 2025Q3: 1,869 shares; 2025Q4: 1,930 shares 1,930 $714K 0.02% +61 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,475 shares; 2025Q1: 13,475 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares; 2025Q4: 13,475 shares 13,475 $711K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,883 shares; 2025Q1: 3,912 shares; 2025Q2: 3,940 shares; 2025Q3: 3,968 shares; 2025Q4: 3,887 shares 3,887 $707K 0.01% -81 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: 11,869 shares; 2024Q4: 12,489 shares; 2025Q1: 11,548 shares; 2025Q2: 11,391 shares; 2025Q3: 12,119 shares; 2025Q4: 12,219 shares 12,219 $705K 0.01% +100 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: 3,793 shares; 2024Q4: 3,567 shares; 2025Q1: 4,117 shares; 2025Q2: 2,760 shares; 2025Q3: 3,324 shares; 2025Q4: 7,858 shares 7,858 $703K 0.01% +4,534 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,333 shares; 2025Q4: 1,339 shares 1,339 $700K 0.01% +6 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,528 shares; 2025Q1: 1,529 shares; 2025Q2: 1,560 shares; 2025Q3: 1,566 shares; 2025Q4: 2,704 shares 2,704 $695K 0.01% +1,138 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $691K 0.01% 0 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,573 shares; 2024Q4: 12,573 shares; 2025Q1: 20,095 shares; 2025Q2: 20,095 shares; 2025Q3: 20,095 shares; 2025Q4: 20,095 shares 20,095 $687K 0.01% 0 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: 3,031 shares; 2024Q4: 3,309 shares; 2025Q1: 2,351 shares; 2025Q2: 2,699 shares; 2025Q3: 2,878 shares; 2025Q4: 2,831 shares 2,831 $683K 0.01% -47 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,300 shares; 2025Q2: 6,512 shares; 2025Q3: 6,587 shares; 2025Q4: 6,703 shares 6,703 $670K 0.01% +116 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,056 shares; 2025Q3: 5,047 shares; 2025Q4: 5,016 shares 5,016 $657K 0.01% -31 Timeline SSO 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: 4,057 shares; 2024Q4: 4,057 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,157 shares; 2025Q4: 11,314 shares 11,314 $655K 0.01% +4,157 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: not reported; 2025Q1: 5,288 shares; 2025Q2: 5,965 shares; 2025Q3: 5,499 shares; 2025Q4: 5,634 shares 5,634 $650K 0.01% +135 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: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares 4,637 $645K 0.01% 0 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: 4,238 shares; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 1,953 shares; 2025Q4: 2,244 shares 2,244 $640K 0.01% +291 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,525 shares; 2025Q2: 3,477 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares 3,951 $636K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,141 shares; 2024Q4: 15,304 shares; 2025Q1: 15,357 shares; 2025Q2: 15,149 shares; 2025Q3: 14,754 shares; 2025Q4: 17,013 shares 17,013 $629K 0.01% +2,259 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: 1,094 shares; 2024Q4: 979 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,166 shares; 2025Q4: 1,330 shares 1,330 $623K 0.01% +164 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: 3,508 shares; 2024Q4: 3,508 shares; 2025Q1: 3,600 shares; 2025Q2: 3,508 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares 3,514 $623K 0.01% 0 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $622K 0.01% new 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: 2,216 shares; 2024Q4: 2,001 shares; 2025Q1: 2,045 shares; 2025Q2: 3,046 shares; 2025Q3: 3,055 shares; 2025Q4: 3,961 shares 3,961 $589K 0.01% +906 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,138 shares; 2025Q1: 9,138 shares; 2025Q2: 9,138 shares; 2025Q3: 10,638 shares; 2025Q4: 9,138 shares 9,138 $589K 0.01% -1,500 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 7,300 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares 7,265 $577K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,214 shares; 2025Q1: 4,577 shares; 2025Q2: 4,214 shares; 2025Q3: 4,219 shares; 2025Q4: 3,003 shares 3,003 $574K 0.01% -1,216 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 15,160 shares; 2025Q1: 15,180 shares; 2025Q2: 15,200 shares; 2025Q3: 15,220 shares; 2025Q4: 15,238 shares 15,238 $553K 0.01% +18 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,913 shares; 2025Q1: 1,992 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,868 shares 1,868 $548K 0.01% -69 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 4,289 shares; 2025Q3: 4,291 shares; 2025Q4: 4,294 shares 4,294 $547K 0.01% +3 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 13,771 shares; 2025Q1: 14,239 shares; 2025Q2: 14,974 shares; 2025Q3: 15,173 shares; 2025Q4: 17,982 shares 17,982 $537K 0.01% +2,809 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 5,899 shares; 2025Q1: 5,847 shares; 2025Q2: 6,529 shares; 2025Q3: 6,316 shares; 2025Q4: 6,381 shares 6,381 $537K 0.01% +65 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 8,422 shares; 2025Q1: 8,130 shares; 2025Q2: 7,566 shares; 2025Q3: 7,466 shares; 2025Q4: 7,486 shares 7,486 $535K 0.01% +20 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,282 shares; 2025Q1: 2,294 shares; 2025Q2: 2,353 shares; 2025Q3: 2,353 shares; 2025Q4: 2,398 shares 2,398 $527K 0.01% +45 Timeline UDOW 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: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 7,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 9,002 shares 9,002 $521K 0.01% +4,501 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,494 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 3,651 shares 3,651 $515K 0.01% +1,233 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,454 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares 2,535 $515K 0.01% 0 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: 4,233 shares; 2024Q4: 4,567 shares; 2025Q1: 3,904 shares; 2025Q2: 3,568 shares; 2025Q3: 3,710 shares; 2025Q4: 3,574 shares 3,574 $513K 0.01% -136 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,345 shares; 2025Q1: 3,310 shares; 2025Q2: 3,496 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares 3,305 $513K 0.01% 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: 13,530 shares; 2024Q4: 10,903 shares; 2025Q1: 9,995 shares; 2025Q2: 10,113 shares; 2025Q3: 10,113 shares; 2025Q4: 10,378 shares 10,378 $511K 0.01% +265 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 7,165 shares; 2025Q1: 5,478 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares; 2025Q4: 5,478 shares 5,478 $507K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,150 shares; 2025Q1: 20,996 shares; 2025Q2: 15,560 shares; 2025Q3: 9,446 shares; 2025Q4: 9,446 shares 9,446 $504K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $503K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,023 shares; 2025Q2: 5,003 shares; 2025Q3: 5,036 shares; 2025Q4: 5,036 shares 5,036 $503K 0.01% 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: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares 4,521 $499K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 1,204 shares; 2025Q1: 1,186 shares; 2025Q2: 1,351 shares; 2025Q3: 1,379 shares; 2025Q4: 1,855 shares 1,855 $492K 0.01% +476 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $489K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,306 shares 2,306 $487K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,843 shares 11,843 $487K 0.01% new 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: 5,716 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,178 shares; 2025Q4: 5,930 shares 5,930 $481K 0.01% +752 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,621 shares; 2025Q1: 5,093 shares; 2025Q2: 5,361 shares; 2025Q3: 5,236 shares; 2025Q4: 5,130 shares 5,130 $480K 0.01% -106 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,939 shares; 2024Q4: 9,493 shares; 2025Q1: 9,169 shares; 2025Q2: 9,123 shares; 2025Q3: 9,225 shares; 2025Q4: 8,774 shares 8,774 $473K 0.01% -451 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares 2,050 $472K 0.01% new Timeline EVUS 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: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 14,425 shares; 2025Q3: 14,425 shares; 2025Q4: 14,725 shares 14,725 $472K 0.01% +300 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: 5,697 shares; 2024Q4: 5,939 shares; 2025Q1: 5,874 shares; 2025Q2: 5,468 shares; 2025Q3: 6,601 shares; 2025Q4: 7,241 shares 7,241 $461K 0.01% +640 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: 14,740 shares; 2024Q4: 15,409 shares; 2025Q1: 13,737 shares; 2025Q2: 14,257 shares; 2025Q3: 12,886 shares; 2025Q4: 12,066 shares 12,066 $445K 0.01% -820 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: not reported; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,147 shares; 2025Q4: 1,450 shares 1,450 $441K 0.01% +303 Timeline UWM 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: 9,181 shares; 2024Q4: 9,181 shares; 2025Q1: 8,941 shares; 2025Q2: 9,288 shares; 2025Q3: 9,288 shares; 2025Q4: 9,288 shares 9,288 $437K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,817 shares; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 5,699 shares 5,699 $430K 0.01% +2,894 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: 6,216 shares; 2025Q2: 6,216 shares; 2025Q3: 6,216 shares; 2025Q4: 9,324 shares 9,324 $429K 0.01% +3,108 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,449 shares; 2024Q4: 137,449 shares; 2025Q1: 137,449 shares; 2025Q2: 137,449 shares; 2025Q3: 21,127 shares; 2025Q4: 83,922 shares 83,922 $428K 0.01% +62,795 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: 6,000 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $425K 0.01% 0 Timeline DFUS 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: 5,673 shares; 2024Q4: 5,673 shares; 2025Q1: 5,673 shares; 2025Q2: 5,673 shares; 2025Q3: 5,673 shares; 2025Q4: 5,673 shares 5,673 $421K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares 2,253 $420K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,886 shares; 2025Q1: 5,833 shares; 2025Q2: 5,839 shares; 2025Q3: 5,840 shares; 2025Q4: 5,851 shares 5,851 $410K 0.01% +11 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 766 shares 766 $408K 0.01% +151 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,415 shares; 2024Q4: 17,415 shares; 2025Q1: 17,415 shares; 2025Q2: 17,415 shares; 2025Q3: 17,415 shares; 2025Q4: 17,415 shares 17,415 $406K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,607 shares; 2025Q1: 6,929 shares; 2025Q2: 7,507 shares; 2025Q3: 7,508 shares; 2025Q4: 7,506 shares 7,506 $404K 0.01% -2 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: not reported; 2024Q4: 15,373 shares; 2025Q1: 15,643 shares; 2025Q2: 12,164 shares; 2025Q3: 12,211 shares; 2025Q4: 12,325 shares 12,325 $404K 0.01% +114 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: 2,098 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,143 shares; 2025Q3: 2,153 shares; 2025Q4: 2,138 shares 2,138 $397K 0.01% -15 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,348 shares; 2025Q1: 5,394 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,553 shares 5,553 $394K 0.01% +205 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,557 shares 6,557 $389K 0.01% +535 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 717 shares; 2025Q3: 642 shares; 2025Q4: 685 shares 685 $388K 0.01% +43 Timeline IYY 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: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares 2,331 $387K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,480 shares; 2025Q4: 8,480 shares 8,480 $386K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,613 shares; 2024Q4: 16,645 shares; 2025Q1: 14,613 shares; 2025Q2: 14,613 shares; 2025Q3: 15,079 shares; 2025Q4: 14,613 shares 14,613 $385K 0.01% -466 Timeline SLYG 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: 4,076 shares; 2024Q4: 4,076 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares 4,076 $384K 0.01% 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: 872 shares; 2024Q4: 885 shares; 2025Q1: 862 shares; 2025Q2: 888 shares; 2025Q3: 895 shares; 2025Q4: 895 shares 895 $382K 0.01% 0 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: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,241 shares 3,241 $376K 0.01% 0 Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,629 shares; 2025Q4: 71,629 shares 71,629 $376K 0.01% 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: not reported; 2025Q1: 9,082 shares; 2025Q2: 9,182 shares; 2025Q3: 31,909 shares; 2025Q4: 7,547 shares 7,547 $375K 0.01% -24,362 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,821 shares; 2025Q1: 3,860 shares; 2025Q2: 3,904 shares; 2025Q3: 3,855 shares; 2025Q4: 3,858 shares 3,858 $370K 0.01% +3 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 7,734 shares; 2025Q1: 7,734 shares; 2025Q2: 7,833 shares; 2025Q3: 8,360 shares; 2025Q4: 8,135 shares 8,135 $368K 0.01% -225 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares; 2025Q4: 7,124 shares 7,124 $362K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,740 shares; 2025Q3: 1,698 shares; 2025Q4: 1,904 shares 1,904 $354K 0.01% +206 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,956 shares 1,956 $352K 0.01% new 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: 5,183 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 5,133 shares 5,133 $351K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,595 shares; 2024Q4: 19,597 shares; 2025Q1: 19,601 shares; 2025Q2: 19,596 shares; 2025Q3: 19,599 shares; 2025Q4: 19,602 shares 19,602 $348K 0.01% +3 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: 8,255 shares; 2024Q4: 7,667 shares; 2025Q1: 7,667 shares; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares 7,667 $340K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $336K 0.01% 0 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 24,088 shares; 2025Q1: 24,088 shares; 2025Q2: 24,088 shares; 2025Q3: 24,088 shares; 2025Q4: 24,088 shares 24,088 $335K 0.01% 0 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: 5,425 shares; 2024Q4: 5,953 shares; 2025Q1: 5,055 shares; 2025Q2: 5,059 shares; 2025Q3: 5,078 shares; 2025Q4: 5,762 shares 5,762 $334K 0.01% +684 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares 2,002 $329K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares 704 $329K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares 1,571 $329K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares 2,140 $328K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 2,207 shares; 2025Q1: 2,228 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,021 shares 2,021 $327K 0.01% -186 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares 1,586 $325K 0.01% 0 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: 4,143 shares; 2024Q4: 4,086 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 6,695 shares; 2025Q4: 4,368 shares 4,368 $324K 0.01% -2,327 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: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 4,057 shares; 2025Q4: 4,056 shares 4,056 $321K 0.01% -1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 299 shares 299 $320K 0.01% +48 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 5,363 shares; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares 5,363 $317K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares 7,422 $317K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 91 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93 $315K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950 $312K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares 3,003 $309K 0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,979 shares; 2025Q1: 1,860 shares; 2025Q2: 1,783 shares; 2025Q3: 1,806 shares; 2025Q4: 1,770 shares 1,770 $308K 0.01% -36 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 5,286 shares; 2025Q1: 3,786 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,786 shares 3,786 $304K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,984 shares 2,984 $303K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares 1,631 $303K 0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 7,255 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,188 shares; 2025Q4: 7,232 shares 7,232 $300K 0.01% +44 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares 2,068 $299K 0.01% 0 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,868 shares 11,868 $297K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 427 shares; 2025Q2: 465 shares; 2025Q3: 459 shares; 2025Q4: 522 shares 522 $296K 0.01% +63 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,560 shares; 2025Q1: 3,781 shares; 2025Q2: 3,646 shares; 2025Q3: 3,760 shares; 2025Q4: 3,981 shares 3,981 $292K 0.01% +221 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,645 shares 1,645 $292K 0.01% +260 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 6,919 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares 6,667 $291K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,286 shares; 2025Q1: 2,150 shares; 2025Q2: 2,630 shares; 2025Q3: 2,566 shares; 2025Q4: 2,616 shares 2,616 $288K 0.01% +50 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $286K 0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 11,430 shares; 2025Q4: 10,773 shares 10,773 $285K 0.01% -657 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 6,298 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,888 shares 5,888 $280K 0.01% 0 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: 1,079 shares; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares 1,319 $279K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 200 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $277K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,023 shares 4,023 $274K 0.01% -2 Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $274K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,914 shares 3,914 $273K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: 1,555 shares 1,555 $273K 0.01% new 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: 962 shares; 2024Q4: 1,065 shares; 2025Q1: 987 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares 943 $272K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,078 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares 2,002 $272K 0.01% 0 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,284 shares; 2025Q1: 11,284 shares; 2025Q2: 35,936 shares; 2025Q3: 33,636 shares; 2025Q4: 4,900 shares 4,900 $272K 0.01% -28,736 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,188 shares; 2025Q1: 8,188 shares; 2025Q2: 8,188 shares; 2025Q3: 8,188 shares; 2025Q4: 4,711 shares 4,711 $272K 0.01% -3,477 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 2,030 shares; 2025Q1: 2,256 shares; 2025Q2: 2,371 shares; 2025Q3: 2,298 shares; 2025Q4: 2,093 shares 2,093 $270K 0.01% -205 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares 4,320 $269K 0.01% 0 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: 193 shares; 2024Q4: 195 shares; 2025Q1: 193 shares; 2025Q2: 2,975 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares 2,945 $269K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 965 shares; 2025Q1: 955 shares; 2025Q2: 1,014 shares; 2025Q3: 889 shares; 2025Q4: 889 shares 889 $257K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,570 shares 1,570 $256K 0.01% -200 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,291 shares; 2025Q4: 7,291 shares 7,291 $255K 0.01% 0 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY 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: 13,181 shares 13,181 $247K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 19,900 shares; 2025Q1: 14,400 shares; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $246K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,662 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 1,784 shares 1,784 $243K 0.01% +120 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares 111 $239K 0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares 1,513 $239K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,553 shares 3,553 $238K 0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,090 shares; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares 5,090 $238K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 3,066 shares; 2025Q3: 2,779 shares; 2025Q4: 2,976 shares 2,976 $235K <0.01% +197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares 901 $232K <0.01% new Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,530 shares; 2024Q4: 34,530 shares; 2025Q1: 34,530 shares; 2025Q2: 34,530 shares; 2025Q3: 34,530 shares; 2025Q4: 34,530 shares 34,530 $231K <0.01% 0 Timeline FV 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: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,648 shares 3,648 $230K <0.01% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,605 shares; 2024Q4: 35,727 shares; 2025Q1: 35,890 shares; 2025Q2: 36,042 shares; 2025Q3: 36,199 shares; 2025Q4: 36,391 shares 36,391 $229K <0.01% +192 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,946 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares; 2025Q4: 5,946 shares 5,946 $228K <0.01% 0 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,409 shares; 2024Q4: not reported; 2025Q1: 16,288 shares; 2025Q2: 16,706 shares; 2025Q3: 17,180 shares; 2025Q4: 16,595 shares 16,595 $228K <0.01% -585 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,576 shares; 2025Q1: 9,683 shares; 2025Q2: 9,636 shares; 2025Q3: 9,627 shares; 2025Q4: 9,576 shares 9,576 $227K <0.01% -51 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 10,626 shares; 2025Q1: 10,626 shares; 2025Q2: 11,071 shares; 2025Q3: 10,951 shares; 2025Q4: 10,951 shares 10,951 $226K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,341 shares; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 4,339 shares; 2025Q4: 4,228 shares 4,228 $223K <0.01% -111 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,796 shares; 2025Q3: 5,146 shares; 2025Q4: 4,899 shares 4,899 $223K <0.01% -247 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: 1,923 shares; 2024Q4: 2,712 shares; 2025Q1: 1,824 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,675 shares 1,675 $222K <0.01% +125 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares 2,588 $221K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 987 shares; 2025Q4: 1,085 shares 1,085 $218K <0.01% +98 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares 1,266 $216K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: 577 shares 577 $215K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,701 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares 1,627 $213K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: not reported; 2025Q4: 1,894 shares 1,894 $212K <0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,024 shares 1,024 $212K <0.01% -13 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 530 shares; 2025Q2: 557 shares; 2025Q3: 551 shares; 2025Q4: 551 shares 551 $211K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 727 shares 727 $211K <0.01% -39 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares 151 $211K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 7,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares 2,176 $209K <0.01% new Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $205K <0.01% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,133 shares 12,133 $205K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $205K <0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,794 shares 9,794 $204K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,050 shares; 2025Q1: 11,050 shares; 2025Q2: 11,778 shares; 2025Q3: 11,778 shares; 2025Q4: 11,778 shares 11,778 $189K <0.01% 0 Timeline FBYD FALCONS BEYOND GLOBAL INC More: the full row for FALCONS BEYOND 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: 10,313 shares; 2025Q2: 10,313 shares; 2025Q3: 10,313 shares; 2025Q4: 10,313 shares 10,313 $155K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,004 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 40,000 shares 40,000 $78.8K <0.01% +15,000 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 11,615 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 10,200 shares 10,200 $37.7K <0.01% -1,415 Timeline