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: 6,638,011 shares; 2024Q4: 6,569,692 shares; 2025Q1: 6,569,821 shares; 2025Q2: 6,544,894 shares; 2025Q3: 6,637,298 shares; 2025Q4: 9,416,666 shares 9,416,666 $2.56B 39.44% +2,779,368 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: 1,288,378 shares; 2024Q4: 1,288,557 shares; 2025Q1: 1,288,458 shares; 2025Q2: 1,287,223 shares; 2025Q3: 1,287,223 shares; 2025Q4: 1,363,473 shares 1,363,473 $645M 9.94% +76,250 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: 654,607 shares; 2024Q4: 682,193 shares; 2025Q1: 734,631 shares; 2025Q2: 734,726 shares; 2025Q3: 757,543 shares; 2025Q4: 864,965 shares 864,965 $592M 9.13% +107,422 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: 778,477 shares; 2024Q4: 750,918 shares; 2025Q1: 728,487 shares; 2025Q2: 717,427 shares; 2025Q3: 724,679 shares; 2025Q4: 828,824 shares 828,824 $565M 8.71% +104,145 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: 4,289,155 shares; 2024Q4: 4,289,155 shares; 2025Q1: 4,251,767 shares; 2025Q2: 4,237,099 shares; 2025Q3: 4,242,363 shares; 2025Q4: 4,614,881 shares 4,614,881 $305M 4.69% +372,518 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: 2,115,922 shares; 2024Q4: 2,115,948 shares; 2025Q1: 2,101,139 shares; 2025Q2: 2,101,139 shares; 2025Q3: 2,103,593 shares; 2025Q4: 2,289,101 shares 2,289,101 $275M 4.24% +185,508 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: 110,433 shares; 2024Q4: 146,027 shares; 2025Q1: 146,947 shares; 2025Q2: 138,350 shares; 2025Q3: 144,043 shares; 2025Q4: 270,210 shares 270,210 $169M 2.61% +126,167 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: 607,358 shares; 2024Q4: 607,633 shares; 2025Q1: 607,633 shares; 2025Q2: 607,633 shares; 2025Q3: 607,633 shares; 2025Q4: 672,633 shares 672,633 $141M 2.18% +65,000 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: 85,866 shares; 2024Q4: 85,817 shares; 2025Q1: 85,817 shares; 2025Q2: 85,864 shares; 2025Q3: 85,895 shares; 2025Q4: 86,007 shares 86,007 $92.4M 1.42% +112 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: 280,845 shares; 2024Q4: 282,436 shares; 2025Q1: 273,832 shares; 2025Q2: 260,936 shares; 2025Q3: 259,546 shares; 2025Q4: 258,479 shares 258,479 $86.7M 1.34% -1,067 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,660 shares; 2024Q4: 3,027,213 shares; 2025Q1: 2,758,008 shares; 2025Q2: 2,721,147 shares; 2025Q3: 2,610,481 shares; 2025Q4: 2,611,861 shares 2,611,861 $68.5M 1.06% +1,380 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: 792,348 shares; 2024Q4: 792,245 shares; 2025Q1: 810,658 shares; 2025Q2: 815,118 shares; 2025Q3: 819,093 shares; 2025Q4: 819,093 shares 819,093 $66.5M 1.02% 0 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: 287,562 shares; 2024Q4: 288,366 shares; 2025Q1: 286,548 shares; 2025Q2: 283,048 shares; 2025Q3: 283,121 shares; 2025Q4: 284,627 shares 284,627 $65.7M 1.01% +1,506 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,956 shares; 2024Q4: 108,907 shares; 2025Q1: 101,566 shares; 2025Q2: 106,211 shares; 2025Q3: 107,830 shares; 2025Q4: 108,306 shares 108,306 $52.4M 0.81% +476 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: 50,316 shares; 2024Q4: 52,204 shares; 2025Q1: 55,098 shares; 2025Q2: 46,060 shares; 2025Q3: 54,614 shares; 2025Q4: 58,091 shares 58,091 $35.7M 0.55% +3,477 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: 553,041 shares; 2024Q4: 553,022 shares; 2025Q1: 553,046 shares; 2025Q2: 555,572 shares; 2025Q3: 556,063 shares; 2025Q4: 556,221 shares 556,221 $35.4M 0.55% +158 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: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 43,129 shares; 2025Q3: 43,110 shares; 2025Q4: 43,176 shares 43,176 $32.5M 0.5% +66 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,610 shares; 2024Q4: 187,610 shares; 2025Q1: 187,610 shares; 2025Q2: 187,610 shares; 2025Q3: 187,610 shares; 2025Q4: 199,113 shares 199,113 $28.2M 0.43% +11,503 Timeline GIND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,038,508 shares 1,038,508 $27.4M 0.42% new Timeline IYG 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: 294,600 shares; 2024Q4: 294,600 shares; 2025Q1: 294,600 shares; 2025Q2: 294,600 shares; 2025Q3: 294,600 shares; 2025Q4: 294,600 shares 294,600 $27.2M 0.42% 0 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: 63,324 shares; 2024Q4: 82,543 shares; 2025Q1: 82,614 shares; 2025Q2: 78,103 shares; 2025Q3: 80,072 shares; 2025Q4: 80,435 shares 80,435 $25.2M 0.39% +363 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: 314,096 shares; 2024Q4: 294,061 shares; 2025Q1: 294,061 shares; 2025Q2: 293,715 shares; 2025Q3: 297,757 shares; 2025Q4: 297,631 shares 297,631 $25.1M 0.39% -126 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: 77,972 shares; 2024Q4: 74,288 shares; 2025Q1: 74,177 shares; 2025Q2: 68,944 shares; 2025Q3: 76,483 shares; 2025Q4: 76,547 shares 76,547 $24M 0.37% +64 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: 75,165 shares; 2024Q4: 74,575 shares; 2025Q1: 73,445 shares; 2025Q2: 72,993 shares; 2025Q3: 73,754 shares; 2025Q4: 72,751 shares 72,751 $23.4M 0.36% -1,003 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: 40,671 shares; 2024Q4: 40,671 shares; 2025Q1: 40,116 shares; 2025Q2: 38,886 shares; 2025Q3: 38,886 shares; 2025Q4: 87,586 shares 87,586 $22.6M 0.35% +48,700 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares 29 $21.9M 0.34% 0 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: 93,420 shares; 2024Q4: 83,996 shares; 2025Q1: 78,009 shares; 2025Q2: 94,351 shares; 2025Q3: 107,787 shares; 2025Q4: 106,792 shares 106,792 $19.9M 0.31% -995 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: 58,094 shares; 2024Q4: 59,517 shares; 2025Q1: 60,533 shares; 2025Q2: 66,073 shares; 2025Q3: 68,534 shares; 2025Q4: 136,590 shares 136,590 $19.7M 0.3% +68,056 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: 186,063 shares; 2024Q4: 185,345 shares; 2025Q1: 181,150 shares; 2025Q2: 181,295 shares; 2025Q3: 162,231 shares; 2025Q4: 181,376 shares 181,376 $19.1M 0.29% +19,145 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: 23,288 shares; 2024Q4: 23,418 shares; 2025Q1: 22,927 shares; 2025Q2: 23,326 shares; 2025Q3: 23,327 shares; 2025Q4: 20,577 shares 20,577 $18.1M 0.28% -2,750 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: 67,683 shares; 2024Q4: 67,300 shares; 2025Q1: 67,300 shares; 2025Q2: 67,300 shares; 2025Q3: 73,810 shares; 2025Q4: 75,877 shares 75,877 $16.7M 0.26% +2,067 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,702 shares 192,702 $14.2M 0.22% new 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: 26,393 shares; 2024Q4: 26,378 shares; 2025Q1: 28,224 shares; 2025Q2: 30,298 shares; 2025Q3: 30,429 shares; 2025Q4: 32,439 shares 32,439 $12.9M 0.2% +2,010 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: 66,778 shares; 2024Q4: 66,796 shares; 2025Q1: 66,798 shares; 2025Q2: 66,810 shares; 2025Q3: 68,306 shares; 2025Q4: 68,426 shares 68,426 $12.5M 0.19% +120 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: 97,026 shares; 2024Q4: 80,761 shares; 2025Q1: 48,932 shares; 2025Q2: 47,680 shares; 2025Q3: 55,166 shares; 2025Q4: 54,888 shares 54,888 $9.76M 0.15% -278 Timeline FEZ 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: 48,739 shares; 2024Q4: 36,208 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 134,456 shares; 2025Q4: 134,771 shares 134,771 $8.68M 0.13% +315 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,146 shares; 2025Q1: 17,206 shares; 2025Q2: 16,774 shares; 2025Q3: 17,130 shares; 2025Q4: 17,252 shares 17,252 $8.67M 0.13% +122 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,119 shares; 2024Q4: 22,119 shares; 2025Q1: 22,119 shares; 2025Q2: 22,119 shares; 2025Q3: 22,161 shares; 2025Q4: 22,161 shares 22,161 $8.57M 0.13% 0 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: 17,516 shares; 2024Q4: 17,562 shares; 2025Q1: 16,282 shares; 2025Q2: 14,075 shares; 2025Q3: 13,742 shares; 2025Q4: 12,864 shares 12,864 $8.49M 0.13% -878 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: 27,224 shares; 2024Q4: 24,914 shares; 2025Q1: 14,753 shares; 2025Q2: 19,126 shares; 2025Q3: 19,313 shares; 2025Q4: 18,662 shares 18,662 $8.39M 0.13% -651 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: 104,574 shares; 2024Q4: 309,570 shares; 2025Q1: 310,300 shares; 2025Q2: 310,300 shares; 2025Q3: 310,300 shares; 2025Q4: 310,300 shares 310,300 $8.35M 0.13% 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: 27,421 shares; 2024Q4: 27,421 shares; 2025Q1: 26,221 shares; 2025Q2: 26,221 shares; 2025Q3: 29,887 shares; 2025Q4: 22,121 shares 22,121 $8.26M 0.13% -7,766 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: 13,171 shares; 2024Q4: 13,909 shares; 2025Q1: 15,378 shares; 2025Q2: 15,706 shares; 2025Q3: 15,901 shares; 2025Q4: 15,449 shares 15,449 $7.24M 0.11% -452 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,400 shares; 2024Q4: 89,578 shares; 2025Q1: 83,473 shares; 2025Q2: 83,634 shares; 2025Q3: 87,172 shares; 2025Q4: 87,366 shares 87,366 $6.79M 0.1% +194 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,490 shares; 2024Q4: 67,881 shares; 2025Q1: 69,539 shares; 2025Q2: 66,489 shares; 2025Q3: 74,339 shares; 2025Q4: 143,703 shares 143,703 $6.65M 0.1% +69,364 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: 14,823 shares; 2024Q4: 19,410 shares; 2025Q1: 15,779 shares; 2025Q2: 15,729 shares; 2025Q3: 17,433 shares; 2025Q4: 17,044 shares 17,044 $5.9M 0.09% -389 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: 22,296 shares; 2024Q4: 29,460 shares; 2025Q1: 21,978 shares; 2025Q2: 17,643 shares; 2025Q3: 17,643 shares; 2025Q4: 17,954 shares 17,954 $5.17M 0.08% +311 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: 20,187 shares; 2024Q4: 18,938 shares; 2025Q1: 16,423 shares; 2025Q2: 16,118 shares; 2025Q3: 17,288 shares; 2025Q4: 16,418 shares 16,418 $4.99M 0.08% -870 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: 34,775 shares; 2024Q4: 32,717 shares; 2025Q1: 25,656 shares; 2025Q2: 25,122 shares; 2025Q3: 26,305 shares; 2025Q4: 25,278 shares 25,278 $4.93M 0.08% -1,027 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,452 shares 73,452 $4.81M 0.07% new 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: 7,098 shares; 2024Q4: 6,814 shares; 2025Q1: 6,699 shares; 2025Q2: 6,036 shares; 2025Q3: 5,766 shares; 2025Q4: 47,940 shares 47,940 $4.49M 0.07% +42,174 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,237 shares; 2024Q4: 51,237 shares; 2025Q1: 51,237 shares; 2025Q2: 51,237 shares; 2025Q3: 49,376 shares; 2025Q4: 49,376 shares 49,376 $4.35M 0.07% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 9,995 shares; 2025Q1: 16,338 shares; 2025Q2: 16,507 shares; 2025Q3: 16,507 shares; 2025Q4: 16,920 shares 16,920 $4.33M 0.07% +413 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: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares 44,000 $4.26M 0.07% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,168 shares; 2025Q1: 7,147 shares; 2025Q2: 7,146 shares; 2025Q3: 7,298 shares; 2025Q4: 7,392 shares 7,392 $4.22M 0.07% +94 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: 17,787 shares; 2025Q1: 20,296 shares; 2025Q2: 20,723 shares; 2025Q3: 19,479 shares; 2025Q4: 23,914 shares 23,914 $4.09M 0.06% +4,435 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 17,530 shares; 2025Q1: 24,446 shares; 2025Q2: 19,168 shares; 2025Q3: 19,847 shares; 2025Q4: 18,598 shares 18,598 $4.08M 0.06% -1,249 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: 9,477 shares; 2024Q4: 9,477 shares; 2025Q1: 15,868 shares; 2025Q2: 15,236 shares; 2025Q3: 16,205 shares; 2025Q4: 16,095 shares 16,095 $4.07M 0.06% -110 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: 24,897 shares; 2024Q4: 25,305 shares; 2025Q1: 32,644 shares; 2025Q2: 61,738 shares; 2025Q3: 48,151 shares; 2025Q4: 48,151 shares 48,151 $4.03M 0.06% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,240 shares; 2024Q4: 99,910 shares; 2025Q1: 84,208 shares; 2025Q2: 72,506 shares; 2025Q3: 54,547 shares; 2025Q4: 54,547 shares 54,547 $3.67M 0.06% 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: 64,976 shares; 2024Q4: 64,976 shares; 2025Q1: 64,976 shares; 2025Q2: 64,974 shares; 2025Q3: 65,743 shares; 2025Q4: 65,831 shares 65,831 $3.48M 0.05% +88 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,083 shares; 2024Q4: 75,517 shares; 2025Q1: 40,690 shares; 2025Q2: 50,006 shares; 2025Q3: 40,449 shares; 2025Q4: 29,712 shares 29,712 $3.36M 0.05% -10,737 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: 33,163 shares; 2024Q4: 32,121 shares; 2025Q1: 28,700 shares; 2025Q2: 25,355 shares; 2025Q3: 23,785 shares; 2025Q4: 20,221 shares 20,221 $3.25M 0.05% -3,564 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: 32,071 shares; 2024Q4: 34,510 shares; 2025Q1: 7,579 shares; 2025Q2: 6,749 shares; 2025Q3: 12,380 shares; 2025Q4: 13,165 shares 13,165 $3.24M 0.05% +785 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,276 shares; 2025Q1: 11,276 shares; 2025Q2: 10,970 shares; 2025Q3: 12,300 shares; 2025Q4: 13,467 shares 13,467 $3.15M 0.05% +1,167 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: 40,538 shares; 2025Q1: 35,594 shares; 2025Q2: 31,255 shares; 2025Q3: 30,179 shares; 2025Q4: 23,944 shares 23,944 $3.14M 0.05% -6,235 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: 21,914 shares; 2024Q4: 19,395 shares; 2025Q1: 16,216 shares; 2025Q2: 18,081 shares; 2025Q3: 19,953 shares; 2025Q4: 20,134 shares 20,134 $3.12M 0.05% +181 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,510 shares; 2024Q4: 32,510 shares; 2025Q1: 32,510 shares; 2025Q2: 32,510 shares; 2025Q3: 32,851 shares; 2025Q4: 32,851 shares 32,851 $2.87M 0.04% 0 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: 26,296 shares; 2024Q4: 26,472 shares; 2025Q1: 25,517 shares; 2025Q2: 25,974 shares; 2025Q3: 19,386 shares; 2025Q4: 19,485 shares 19,485 $2.79M 0.04% +99 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: 3,198 shares; 2024Q4: 3,191 shares; 2025Q1: 3,206 shares; 2025Q2: 3,800 shares; 2025Q3: 4,534 shares; 2025Q4: 4,623 shares 4,623 $2.68M 0.04% +89 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: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 3,262 shares; 2025Q2: 3,512 shares; 2025Q3: 3,805 shares; 2025Q4: 17,358 shares 17,358 $2.66M 0.04% +13,553 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: 13,622 shares; 2024Q4: 4,421 shares; 2025Q1: 4,239 shares; 2025Q2: 4,633 shares; 2025Q3: 11,058 shares; 2025Q4: 12,145 shares 12,145 $2.6M 0.04% +1,087 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,421 shares; 2024Q4: 22,421 shares; 2025Q1: 27,659 shares; 2025Q2: 39,019 shares; 2025Q3: 39,019 shares; 2025Q4: 44,109 shares 44,109 $2.59M 0.04% +5,090 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,064 shares; 2024Q4: 41,141 shares; 2025Q1: 13,687 shares; 2025Q2: 21,834 shares; 2025Q3: 22,743 shares; 2025Q4: 17,275 shares 17,275 $2.49M 0.04% -5,468 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: 25,168 shares; 2024Q4: 31,237 shares; 2025Q1: 36,965 shares; 2025Q2: 37,224 shares; 2025Q3: 43,213 shares; 2025Q4: 44,925 shares 44,925 $2.46M 0.04% +1,712 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 13,336 shares; 2025Q4: 25,907 shares 25,907 $2.33M 0.04% +12,571 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: 10,374 shares; 2024Q4: 10,056 shares; 2025Q1: 9,804 shares; 2025Q2: 9,975 shares; 2025Q3: 10,619 shares; 2025Q4: 10,838 shares 10,838 $2.24M 0.03% +219 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,879 shares; 2024Q4: 42,285 shares; 2025Q1: 41,174 shares; 2025Q2: 41,174 shares; 2025Q3: 44,886 shares; 2025Q4: 23,249 shares 23,249 $2.24M 0.03% -21,637 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 8,960 shares; 2025Q1: 22,030 shares; 2025Q2: 7,290 shares; 2025Q3: 14,043 shares; 2025Q4: 14,816 shares 14,816 $2.17M 0.03% +773 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,586 shares; 2025Q1: 3,451 shares; 2025Q2: 3,842 shares; 2025Q3: 3,501 shares; 2025Q4: 3,243 shares 3,243 $2.15M 0.03% -258 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: 5,105 shares; 2024Q4: 5,118 shares; 2025Q1: 4,182 shares; 2025Q2: 5,418 shares; 2025Q3: 5,964 shares; 2025Q4: 6,258 shares 6,258 $2.07M 0.03% +294 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: 5,628 shares; 2024Q4: 11,118 shares; 2025Q1: 11,203 shares; 2025Q2: 11,129 shares; 2025Q3: 11,129 shares; 2025Q4: 11,204 shares 11,204 $2.06M 0.03% +75 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: 1,042 shares; 2024Q4: 587 shares; 2025Q1: 480 shares; 2025Q2: 1,151 shares; 2025Q3: 1,869 shares; 2025Q4: 1,918 shares 1,918 $2.05M 0.03% +49 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 9,014 shares; 2025Q1: 13,676 shares; 2025Q2: 14,068 shares; 2025Q3: 15,282 shares; 2025Q4: 15,985 shares 15,985 $2.04M 0.03% +703 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,460 shares; 2025Q4: 39,460 shares 39,460 $2.01M 0.03% 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: 16,219 shares; 2024Q4: 15,680 shares; 2025Q1: 15,681 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares; 2025Q4: 13,749 shares 13,749 $1.97M 0.03% -110 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: 10,147 shares; 2024Q4: 9,996 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,101 shares; 2025Q4: 10,101 shares 10,101 $1.93M 0.03% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 7,511 shares; 2025Q1: 7,518 shares; 2025Q2: 7,405 shares; 2025Q3: 8,647 shares; 2025Q4: 8,860 shares 8,860 $1.9M 0.03% +213 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: 2,392 shares; 2024Q4: 2,394 shares; 2025Q1: 2,403 shares; 2025Q2: 2,162 shares; 2025Q3: 2,200 shares; 2025Q4: 2,201 shares 2,201 $1.9M 0.03% +1 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 4,592 shares; 2025Q1: 801 shares; 2025Q2: 1,245 shares; 2025Q3: 2,379 shares; 2025Q4: 2,798 shares 2,798 $1.89M 0.03% +419 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,136 shares; 2025Q2: 7,118 shares; 2025Q3: 7,443 shares; 2025Q4: 7,526 shares 7,526 $1.85M 0.03% +83 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: 4,912 shares; 2024Q4: 4,743 shares; 2025Q1: 4,767 shares; 2025Q2: 4,649 shares; 2025Q3: 6,797 shares; 2025Q4: 7,929 shares 7,929 $1.83M 0.03% +1,132 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 3,635 shares; 2025Q4: 3,161 shares 3,161 $1.81M 0.03% -474 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: 5,910 shares; 2024Q4: 5,910 shares; 2025Q1: 4,750 shares; 2025Q2: 5,037 shares; 2025Q3: 4,837 shares; 2025Q4: 4,997 shares 4,997 $1.75M 0.03% +160 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 802 shares; 2025Q2: 779 shares; 2025Q3: 835 shares; 2025Q4: 860 shares 860 $1.73M 0.03% +25 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: 2,681 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,198 shares; 2025Q3: 2,405 shares; 2025Q4: 3,032 shares 3,032 $1.72M 0.03% +627 Timeline EWJ 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: 46,880 shares; 2024Q4: 33,377 shares; 2025Q1: 29,259 shares; 2025Q2: 26,050 shares; 2025Q3: 18,839 shares; 2025Q4: 21,256 shares 21,256 $1.72M 0.03% +2,417 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,436 shares; 2025Q1: 12,360 shares; 2025Q2: 15,486 shares; 2025Q3: 12,019 shares; 2025Q4: 12,019 shares 12,019 $1.71M 0.03% 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: 11,027 shares; 2024Q4: 7,543 shares; 2025Q1: 7,591 shares; 2025Q2: 7,214 shares; 2025Q3: 7,214 shares; 2025Q4: 5,870 shares 5,870 $1.68M 0.03% -1,344 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,999 shares 82,999 $1.64M 0.03% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 13,650 shares; 2025Q1: 15,699 shares; 2025Q2: 15,287 shares; 2025Q3: 14,173 shares; 2025Q4: 13,187 shares 13,187 $1.45M 0.02% -986 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,232 shares; 2025Q4: 6,376 shares 6,376 $1.44M 0.02% +5,144 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: 5,135 shares; 2025Q1: 5,224 shares; 2025Q2: 22,860 shares; 2025Q3: 23,032 shares; 2025Q4: 28,610 shares 28,610 $1.42M 0.02% +5,578 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: 367 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 306 shares; 2025Q3: 283 shares; 2025Q4: 265 shares 265 $1.42M 0.02% -18 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,996 shares; 2024Q4: 29,318 shares; 2025Q1: 30,260 shares; 2025Q2: 30,739 shares; 2025Q3: 30,363 shares; 2025Q4: 17,039 shares 17,039 $1.39M 0.02% -13,324 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 20,391 shares; 2025Q2: 14,986 shares; 2025Q3: 16,115 shares; 2025Q4: 16,115 shares 16,115 $1.39M 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,864 shares; 2025Q1: 2,864 shares; 2025Q2: 3,353 shares; 2025Q3: 2,885 shares; 2025Q4: 2,385 shares 2,385 $1.38M 0.02% -500 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 3,249 shares; 2025Q1: 2,469 shares; 2025Q2: 4,190 shares; 2025Q3: 4,282 shares; 2025Q4: 3,828 shares 3,828 $1.35M 0.02% -454 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: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,758 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,752 shares 2,752 $1.34M 0.02% -6 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 14,412 shares; 2025Q1: 14,412 shares; 2025Q2: 18,033 shares; 2025Q3: 18,927 shares; 2025Q4: 18,947 shares 18,947 $1.31M 0.02% +20 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 12,695 shares; 2025Q1: 12,695 shares; 2025Q2: 15,596 shares; 2025Q3: 17,813 shares; 2025Q4: 17,600 shares 17,600 $1.3M 0.02% -213 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 3,062 shares; 2025Q3: 4,568 shares; 2025Q4: 5,670 shares 5,670 $1.28M 0.02% +1,102 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 3,158 shares; 2025Q3: 2,676 shares; 2025Q4: 3,122 shares 3,122 $1.25M 0.02% +446 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: 717 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 687 shares; 2025Q3: 716 shares; 2025Q4: 938 shares 938 $1.25M 0.02% +222 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,407 shares; 2025Q2: 7,657 shares; 2025Q3: 18,926 shares; 2025Q4: 24,276 shares 24,276 $1.23M 0.02% +5,350 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares; 2025Q4: 6,206 shares 6,206 $1.22M 0.02% +3,010 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: 3,678 shares; 2025Q2: not reported; 2025Q3: 6,961 shares; 2025Q4: 5,322 shares 5,322 $1.22M 0.02% -1,639 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: 42,894 shares; 2024Q4: 36,773 shares; 2025Q1: 41,422 shares; 2025Q2: 42,206 shares; 2025Q3: 41,193 shares; 2025Q4: 40,720 shares 40,720 $1.22M 0.02% -473 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: 4,025 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,289 shares; 2025Q3: 7,692 shares; 2025Q4: 7,771 shares 7,771 $1.21M 0.02% +79 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: 9,352 shares; 2024Q4: 11,708 shares; 2025Q1: 11,700 shares; 2025Q2: 12,130 shares; 2025Q3: 12,127 shares; 2025Q4: 12,658 shares 12,658 $1.18M 0.02% +531 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: 7,102 shares; 2024Q4: 7,176 shares; 2025Q1: 6,996 shares; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 6,889 shares 6,889 $1.18M 0.02% +40 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,395 shares; 2025Q3: 8,393 shares; 2025Q4: 8,393 shares 8,393 $1.14M 0.02% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,962 shares; 2025Q1: 8,882 shares; 2025Q2: 8,669 shares; 2025Q3: 12,433 shares; 2025Q4: 15,825 shares 15,825 $1.13M 0.02% +3,392 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: 3,814 shares; 2024Q4: 3,826 shares; 2025Q1: 3,836 shares; 2025Q2: 3,628 shares; 2025Q3: 3,780 shares; 2025Q4: 3,795 shares 3,795 $1.1M 0.02% +15 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: 19,381 shares; 2024Q4: 19,016 shares; 2025Q1: 19,294 shares; 2025Q2: 19,379 shares; 2025Q3: 19,382 shares; 2025Q4: 19,881 shares 19,881 $1.09M 0.02% +499 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,920 shares 2,920 $1.08M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,494 shares 14,494 $1.07M 0.02% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,503 shares; 2025Q1: 10,111 shares; 2025Q2: 18,221 shares; 2025Q3: 18,221 shares; 2025Q4: 18,127 shares 18,127 $1.07M 0.02% -94 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,068 shares; 2024Q4: 109,742 shares; 2025Q1: 141,088 shares; 2025Q2: 72,858 shares; 2025Q3: 63,927 shares; 2025Q4: 63,927 shares 63,927 $1.07M 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,411 shares; 2025Q3: 2,033 shares; 2025Q4: 2,045 shares 2,045 $1.04M 0.02% +12 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 679 shares; 2025Q1: 1,712 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,327 shares 3,327 $1.04M 0.02% +50 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: 7,293 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 9,719 shares; 2025Q3: 10,179 shares; 2025Q4: 10,339 shares 10,339 $1.03M 0.02% +160 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 6,786 shares; 2025Q1: 7,435 shares; 2025Q2: 6,445 shares; 2025Q3: 6,819 shares; 2025Q4: 4,375 shares 4,375 $977K 0.02% -2,444 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 5,351 shares; 2025Q1: 5,319 shares; 2025Q2: 3,409 shares; 2025Q3: 3,522 shares; 2025Q4: 4,775 shares 4,775 $970K 0.01% +1,253 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,360 shares; 2025Q1: 3,352 shares; 2025Q2: 3,323 shares; 2025Q3: 4,902 shares; 2025Q4: 4,952 shares 4,952 $961K 0.01% +50 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares; 2025Q4: 3,415 shares 3,415 $953K 0.01% +45 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,343 shares; 2024Q4: 22,343 shares; 2025Q1: 19,669 shares; 2025Q2: 19,669 shares; 2025Q3: 19,669 shares; 2025Q4: 19,669 shares 19,669 $950K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 1,221 shares; 2025Q4: 1,225 shares 1,225 $946K 0.01% +4 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: 2,868 shares; 2024Q4: 2,831 shares; 2025Q1: 2,778 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,867 shares 3,867 $937K 0.01% +70 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: 2,623 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,606 shares; 2025Q3: 2,632 shares; 2025Q4: 2,711 shares 2,711 $933K 0.01% +79 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: 916 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 1,332 shares; 2025Q3: 1,943 shares; 2025Q4: 1,970 shares 1,970 $917K 0.01% +27 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 4,032 shares; 2025Q3: 8,717 shares; 2025Q4: 8,585 shares 8,585 $914K 0.01% -132 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: 4,860 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,155 shares; 2025Q3: 5,008 shares; 2025Q4: 5,582 shares 5,582 $895K 0.01% +574 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 5,940 shares; 2025Q3: 10,472 shares; 2025Q4: 20,944 shares 20,944 $894K 0.01% +10,472 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: 3,885 shares; 2025Q4: 3,900 shares 3,900 $893K 0.01% +15 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: 5,173 shares; 2024Q4: 5,178 shares; 2025Q1: 5,178 shares; 2025Q2: 4,720 shares; 2025Q3: 4,944 shares; 2025Q4: 4,954 shares 4,954 $892K 0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,240 shares; 2025Q4: 9,244 shares 9,244 $890K 0.01% +4 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: 4,827 shares; 2024Q4: 4,782 shares; 2025Q1: 8,887 shares; 2025Q2: 13,879 shares; 2025Q3: 4,824 shares; 2025Q4: 5,072 shares 5,072 $880K 0.01% +248 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares 3,278 $856K 0.01% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,963 shares; 2025Q1: 2,750 shares; 2025Q2: 2,925 shares; 2025Q3: 2,750 shares; 2025Q4: 2,792 shares 2,792 $853K 0.01% +42 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: 15,568 shares; 2024Q4: 15,708 shares; 2025Q1: 16,225 shares; 2025Q2: 16,312 shares; 2025Q3: 23,046 shares; 2025Q4: 22,817 shares 22,817 $844K 0.01% -229 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: 7,174 shares; 2024Q4: 6,752 shares; 2025Q1: 7,491 shares; 2025Q2: 8,575 shares; 2025Q3: 11,070 shares; 2025Q4: 10,881 shares 10,881 $838K 0.01% -189 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: 1,243 shares; 2024Q4: 1,260 shares; 2025Q1: 1,270 shares; 2025Q2: 1,222 shares; 2025Q3: 1,550 shares; 2025Q4: 1,576 shares 1,576 $824K 0.01% +26 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: 5,330 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,147 shares; 2025Q3: 5,355 shares; 2025Q4: 5,355 shares 5,355 $810K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 2,898 shares; 2025Q3: 3,361 shares; 2025Q4: 6,722 shares 6,722 $803K 0.01% +3,361 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,978 shares; 2025Q1: 2,978 shares; 2025Q2: 2,811 shares; 2025Q3: 3,206 shares; 2025Q4: 3,221 shares 3,221 $796K 0.01% +15 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 7,138 shares; 2025Q2: 6,834 shares; 2025Q3: 6,200 shares; 2025Q4: 5,517 shares 5,517 $793K 0.01% -683 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 4,866 shares; 2025Q3: 5,420 shares; 2025Q4: 5,330 shares 5,330 $735K 0.01% -90 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 7,247 shares; 2025Q4: 19,465 shares 19,465 $727K 0.01% +12,218 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: 5,748 shares; 2024Q4: 5,777 shares; 2025Q1: 5,853 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 6,521 shares 6,521 $726K 0.01% +633 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,834 shares; 2024Q4: 26,274 shares; 2025Q1: 24,405 shares; 2025Q2: 17,985 shares; 2025Q3: 11,967 shares; 2025Q4: 11,967 shares 11,967 $720K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares 2,335 $706K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,654 shares; 2025Q1: 1,924 shares; 2025Q2: 1,801 shares; 2025Q3: 1,974 shares; 2025Q4: 2,754 shares 2,754 $669K 0.01% +780 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,906 shares; 2025Q1: 7,906 shares; 2025Q2: 5,466 shares; 2025Q3: 4,708 shares; 2025Q4: 4,783 shares 4,783 $650K 0.01% +75 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,463 shares; 2024Q4: 9,569 shares; 2025Q1: 9,582 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares 10,270 $646K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,077 shares; 2025Q1: 3,857 shares; 2025Q2: 5,072 shares; 2025Q3: 5,502 shares; 2025Q4: 5,670 shares 5,670 $645K 0.01% +168 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: 2,990 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,528 shares 3,528 $626K 0.01% +526 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 3,291 shares; 2025Q1: 5,785 shares; 2025Q2: 7,695 shares; 2025Q3: 4,794 shares; 2025Q4: 3,237 shares 3,237 $626K 0.01% -1,557 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 947 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 988 shares 988 $615K 0.01% +61 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: not reported; 2025Q1: 4,023 shares; 2025Q2: 4,805 shares; 2025Q3: 5,085 shares; 2025Q4: 5,970 shares 5,970 $614K 0.01% +885 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,183 shares; 2025Q3: 5,138 shares; 2025Q4: 5,138 shares 5,138 $605K 0.01% 0 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,871 shares; 2025Q2: 9,871 shares; 2025Q3: 9,871 shares; 2025Q4: 10,542 shares 10,542 $594K 0.01% +671 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,493 shares; 2025Q4: 6,137 shares 6,137 $589K 0.01% +2,644 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,338 shares 5,338 $580K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,726 shares; 2025Q1: 6,720 shares; 2025Q2: 5,185 shares; 2025Q3: 2,732 shares; 2025Q4: 2,716 shares 2,716 $580K 0.01% -16 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,645 shares; 2025Q4: 8,289 shares 8,289 $557K 0.01% +1,644 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 10,726 shares; 2025Q1: 10,726 shares; 2025Q2: 10,765 shares; 2025Q3: 12,221 shares; 2025Q4: 10,856 shares 10,856 $551K 0.01% -1,365 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 6,384 shares; 2025Q4: 6,384 shares 6,384 $538K 0.01% 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: 1,326 shares; 2024Q4: 1,306 shares; 2025Q1: 1,308 shares; 2025Q2: 1,458 shares; 2025Q3: 1,570 shares; 2025Q4: 1,553 shares 1,553 $508K 0.01% -17 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,357 shares 8,357 $497K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,072 shares; 2025Q2: 5,136 shares; 2025Q3: 4,761 shares; 2025Q4: 4,739 shares 4,739 $496K 0.01% -22 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,426 shares; 2025Q3: 17,576 shares; 2025Q4: 22,165 shares 22,165 $483K 0.01% +4,589 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: 2,032 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 1,980 shares; 2025Q3: 1,615 shares; 2025Q4: 1,781 shares 1,781 $478K 0.01% +166 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,134 shares; 2024Q4: 8,746 shares; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares 8,746 $465K 0.01% 0 Timeline IHI 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: 7,406 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 7,406 shares; 2025Q3: 7,406 shares; 2025Q4: 7,406 shares 7,406 $460K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,607 shares; 2025Q2: 2,078 shares; 2025Q3: 2,056 shares; 2025Q4: 1,755 shares 1,755 $450K 0.01% -301 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: 4,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,283 shares 1,283 $449K 0.01% +64 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 6,359 shares; 2025Q1: 8,668 shares; 2025Q2: 4,190 shares; 2025Q3: 5,008 shares; 2025Q4: 10,026 shares 10,026 $448K 0.01% +5,018 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,258 shares 1,258 $442K 0.01% +94 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: 6,137 shares; 2024Q4: 6,257 shares; 2025Q1: 6,482 shares; 2025Q2: 6,668 shares; 2025Q3: 6,222 shares; 2025Q4: 6,292 shares 6,292 $440K 0.01% +70 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,194 shares 55,194 $429K 0.01% new 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: 9,953 shares; 2024Q4: 8,849 shares; 2025Q1: 8,161 shares; 2025Q2: 6,299 shares; 2025Q3: 4,068 shares; 2025Q4: 4,308 shares 4,308 $401K 0.01% +240 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,548 shares; 2025Q1: 1,557 shares; 2025Q2: 1,799 shares; 2025Q3: 1,800 shares; 2025Q4: 1,877 shares 1,877 $392K 0.01% +77 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 5,361 shares; 2025Q4: 5,396 shares 5,396 $387K 0.01% +35 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: 9,695 shares; 2024Q4: 9,316 shares; 2025Q1: 9,953 shares; 2025Q2: 9,155 shares; 2025Q3: 6,502 shares; 2025Q4: 5,212 shares 5,212 $383K 0.01% -1,290 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,144 shares 3,144 $382K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,034 shares; 2025Q1: 1,047 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,180 shares 1,180 $376K 0.01% +146 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,691 shares; 2024Q4: 15,081 shares; 2025Q1: 15,081 shares; 2025Q2: 15,351 shares; 2025Q3: 15,351 shares; 2025Q4: 15,351 shares 15,351 $374K 0.01% 0 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,561 shares; 2024Q4: 18,208 shares; 2025Q1: 18,208 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares; 2025Q4: 14,002 shares 14,002 $369K 0.01% -3,715 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,366 shares; 2024Q4: 46,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,503 shares 44,503 $359K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 1,635 shares; 2025Q4: 1,834 shares 1,834 $358K 0.01% +199 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares 1,919 $356K 0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 769 shares 769 $350K 0.01% new Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,275 shares 19,275 $347K 0.01% new 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: 1,967 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,719 shares; 2025Q3: 1,984 shares; 2025Q4: 2,339 shares 2,339 $336K 0.01% +355 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 870 shares; 2025Q3: 922 shares; 2025Q4: 951 shares 951 $333K 0.01% +29 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares; 2025Q4: 5,055 shares 5,055 $316K <0.01% +1,232 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: 2,463 shares; 2024Q4: 2,315 shares; 2025Q1: 2,316 shares; 2025Q2: 2,372 shares; 2025Q3: 2,316 shares; 2025Q4: 2,496 shares 2,496 $313K <0.01% +180 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,261 shares 2,261 $306K <0.01% +170 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: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,073 shares; 2025Q2: 1,043 shares; 2025Q3: 1,275 shares; 2025Q4: 1,043 shares 1,043 $300K <0.01% -232 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares; 2025Q4: 2,504 shares 2,504 $292K <0.01% +125 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares 945 $292K <0.01% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares 3,350 $286K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares; 2025Q4: 1,064 shares 1,064 $279K <0.01% +93 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 2,282 shares 2,282 $275K <0.01% +506 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares 2,731 $272K <0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 12,036 shares 12,036 $270K <0.01% new 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares 2,570 $268K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: 1,622 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,604 shares 1,604 $258K <0.01% +10 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,562 shares 1,562 $254K <0.01% +10 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,577 shares 3,577 $247K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,711 shares; 2025Q4: 2,756 shares 2,756 $241K <0.01% +45 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,478 shares; 2025Q4: 1,493 shares 1,493 $240K <0.01% +15 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,345 shares 1,345 $234K <0.01% +33 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 20,808 shares; 2025Q1: 20,808 shares; 2025Q2: 20,808 shares; 2025Q3: 20,808 shares; 2025Q4: 20,808 shares 20,808 $234K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,159 shares 4,159 $228K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 210 shares 210 $225K <0.01% +19 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares 5,960 $222K <0.01% 0 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,606 shares 8,606 $217K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 2,694 shares 2,694 $214K <0.01% +40 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574 $212K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,345 shares; 2025Q2: 47,575 shares; 2025Q3: not reported; 2025Q4: 5,744 shares 5,744 $212K <0.01% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,386 shares; 2025Q4: 1,384 shares 1,384 $211K <0.01% -2 Timeline VOX 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: 1,084 shares; 2025Q4: 1,084 shares 1,084 $210K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $208K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,866 shares 1,866 $206K <0.01% +5 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares 645 $201K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,039 shares; 2024Q4: 6,317 shares; 2025Q1: 6,317 shares; 2025Q2: 6,760 shares; 2025Q3: 3,750 shares; 2025Q4: 3,434 shares 3,434 $200K <0.01% -316 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,842 shares; 2024Q4: 48,842 shares; 2025Q1: 48,842 shares; 2025Q2: 48,842 shares; 2025Q3: 48,842 shares; 2025Q4: 48,842 shares 48,842 $65.9K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,721 shares 19,721 $48.7K <0.01% new Timeline DRTSW ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares 80,000 $27.2K <0.01% 0 Timeline