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: 724,012 shares; 2024Q4: 697,910 shares; 2025Q1: 729,689 shares; 2025Q2: 724,517 shares; 2025Q3: 745,381 shares; 2025Q4: 747,672 shares 747,672 $469M 6.29% +2,291 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: 847,414 shares; 2024Q4: 893,366 shares; 2025Q1: 623,212 shares; 2025Q2: 961,212 shares; 2025Q3: 1,426,605 shares; 2025Q4: 1,415,079 shares 1,415,079 $385M 5.16% -11,526 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: 426,538 shares; 2024Q4: 431,207 shares; 2025Q1: 427,281 shares; 2025Q2: 426,282 shares; 2025Q3: 436,512 shares; 2025Q4: 457,655 shares 457,655 $313M 4.2% +21,143 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: 1,336,158 shares; 2024Q4: 1,380,707 shares; 2025Q1: 1,384,784 shares; 2025Q2: 1,612,468 shares; 2025Q3: 1,634,011 shares; 2025Q4: 1,646,361 shares 1,646,361 $307M 4.12% +12,350 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: 444,116 shares; 2024Q4: 449,028 shares; 2025Q1: 459,597 shares; 2025Q2: 540,509 shares; 2025Q3: 583,576 shares; 2025Q4: 582,858 shares 582,858 $282M 3.78% -718 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: 499,569 shares; 2024Q4: 502,379 shares; 2025Q1: 519,374 shares; 2025Q2: 632,145 shares; 2025Q3: 704,873 shares; 2025Q4: 698,049 shares 698,049 $218M 2.93% -6,824 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: 3,054,516 shares; 2024Q4: 3,071,734 shares; 2025Q1: 3,184,865 shares; 2025Q2: 3,109,469 shares; 2025Q3: 3,152,906 shares; 2025Q4: 3,032,779 shares 3,032,779 $200M 2.68% -120,127 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: 2,148,357 shares; 2024Q4: 2,178,970 shares; 2025Q1: 2,219,554 shares; 2025Q2: 2,240,962 shares; 2025Q3: 2,276,167 shares; 2025Q4: 2,227,611 shares 2,227,611 $199M 2.67% -48,556 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: 225,005 shares; 2024Q4: 240,622 shares; 2025Q1: 256,658 shares; 2025Q2: 255,062 shares; 2025Q3: 247,602 shares; 2025Q4: 242,032 shares 242,032 $165M 2.21% -5,570 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: 426,930 shares; 2024Q4: 455,778 shares; 2025Q1: 370,732 shares; 2025Q2: 611,893 shares; 2025Q3: 674,399 shares; 2025Q4: 680,067 shares 680,067 $157M 2.1% +5,668 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: 683,280 shares; 2024Q4: 661,059 shares; 2025Q1: 674,093 shares; 2025Q2: 670,761 shares; 2025Q3: 657,583 shares; 2025Q4: 637,292 shares 637,292 $122M 1.63% -20,291 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: 317,501 shares; 2024Q4: 325,464 shares; 2025Q1: 306,788 shares; 2025Q2: 305,191 shares; 2025Q3: 381,952 shares; 2025Q4: 359,118 shares 359,118 $116M 1.55% -22,834 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: 590,795 shares; 2024Q4: 712,288 shares; 2025Q1: 780,621 shares; 2025Q2: 1,422,417 shares; 2025Q3: 1,566,625 shares; 2025Q4: 1,740,735 shares 1,740,735 $109M 1.46% +174,110 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: 94,792 shares; 2024Q4: 115,961 shares; 2025Q1: 170,524 shares; 2025Q2: 263,029 shares; 2025Q3: 276,728 shares; 2025Q4: 303,523 shares 303,523 $105M 1.41% +26,795 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: 94,176 shares; 2024Q4: 93,839 shares; 2025Q1: 112,549 shares; 2025Q2: 133,576 shares; 2025Q3: 148,617 shares; 2025Q4: 157,112 shares 157,112 $104M 1.39% +8,495 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: 11,152 shares; 2024Q4: 13,547 shares; 2025Q1: 132,668 shares; 2025Q2: 135,118 shares; 2025Q3: 179,533 shares; 2025Q4: 180,968 shares 180,968 $103M 1.38% +1,435 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: 1,561,223 shares; 2024Q4: 1,513,678 shares; 2025Q1: 1,508,546 shares; 2025Q2: 1,562,846 shares; 2025Q3: 1,568,565 shares; 2025Q4: 1,529,431 shares 1,529,431 $103M 1.38% -39,134 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: 582,814 shares; 2024Q4: 584,036 shares; 2025Q1: 591,453 shares; 2025Q2: 655,784 shares; 2025Q3: 721,121 shares; 2025Q4: 713,376 shares 713,376 $102M 1.37% -7,745 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: 370,830 shares; 2024Q4: 394,594 shares; 2025Q1: 401,120 shares; 2025Q2: 382,467 shares; 2025Q3: 386,528 shares; 2025Q4: 391,062 shares 391,062 $96.3M 1.29% +4,534 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: 210,657 shares; 2024Q4: 188,675 shares; 2025Q1: 183,679 shares; 2025Q2: 228,819 shares; 2025Q3: 279,844 shares; 2025Q4: 279,318 shares 279,318 $87.6M 1.18% -526 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: 50,575 shares; 2024Q4: 54,047 shares; 2025Q1: 56,465 shares; 2025Q2: 70,687 shares; 2025Q3: 74,287 shares; 2025Q4: 74,935 shares 74,935 $80.5M 1.08% +648 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,511 shares; 2024Q4: 666,587 shares; 2025Q1: 611,919 shares; 2025Q2: 483,873 shares; 2025Q3: 475,926 shares; 2025Q4: 467,252 shares 467,252 $78.5M 1.05% -8,674 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: 1,007,169 shares; 2024Q4: 1,040,862 shares; 2025Q1: 904,865 shares; 2025Q2: 1,309,019 shares; 2025Q3: 1,334,526 shares; 2025Q4: 1,348,048 shares 1,348,048 $74.1M 0.99% +13,522 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: 122,563 shares; 2024Q4: 124,869 shares; 2025Q1: 128,585 shares; 2025Q2: 118,767 shares; 2025Q3: 124,032 shares; 2025Q4: 119,032 shares 119,032 $73.1M 0.98% -5,000 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: 181,078 shares; 2024Q4: 193,475 shares; 2025Q1: 198,254 shares; 2025Q2: 191,666 shares; 2025Q3: 194,580 shares; 2025Q4: 200,433 shares 200,433 $58.2M 0.78% +5,853 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: 92,092 shares; 2024Q4: 95,793 shares; 2025Q1: 113,720 shares; 2025Q2: 158,186 shares; 2025Q3: 161,007 shares; 2025Q4: 150,129 shares 150,129 $47.8M 0.64% -10,878 Timeline JPST 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: 311,554 shares; 2024Q4: 293,090 shares; 2025Q1: 290,872 shares; 2025Q2: 367,532 shares; 2025Q3: 866,913 shares; 2025Q4: 919,399 shares 919,399 $46.7M 0.63% +52,486 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: 58,034 shares; 2024Q4: 61,042 shares; 2025Q1: 39,286 shares; 2025Q2: 70,958 shares; 2025Q3: 83,783 shares; 2025Q4: 91,288 shares 91,288 $45.9M 0.62% +7,505 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: 203,534 shares; 2024Q4: 196,177 shares; 2025Q1: 203,758 shares; 2025Q2: 174,198 shares; 2025Q3: 173,709 shares; 2025Q4: 177,519 shares 177,519 $45.8M 0.61% +3,810 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,052 shares; 2024Q4: 1,286,946 shares; 2025Q1: 1,224,399 shares; 2025Q2: 1,733,768 shares; 2025Q3: 1,828,142 shares; 2025Q4: 1,899,391 shares 1,899,391 $45.7M 0.61% +71,249 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,364 shares; 2024Q4: 290,363 shares; 2025Q1: 328,216 shares; 2025Q2: 361,339 shares; 2025Q3: 388,422 shares; 2025Q4: 423,033 shares 423,033 $45.1M 0.61% +34,611 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: 497,764 shares; 2024Q4: 509,308 shares; 2025Q1: 466,285 shares; 2025Q2: 474,572 shares; 2025Q3: 480,349 shares; 2025Q4: 467,574 shares 467,574 $44.9M 0.6% -12,775 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: 552,299 shares; 2024Q4: 540,851 shares; 2025Q1: 532,202 shares; 2025Q2: 507,095 shares; 2025Q3: 498,828 shares; 2025Q4: 482,194 shares 482,194 $42.7M 0.57% -16,634 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: 143,657 shares; 2024Q4: 140,966 shares; 2025Q1: 141,212 shares; 2025Q2: 142,532 shares; 2025Q3: 147,599 shares; 2025Q4: 292,697 shares 292,697 $42.1M 0.56% +145,098 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: 96,237 shares; 2024Q4: 101,289 shares; 2025Q1: 101,576 shares; 2025Q2: 104,948 shares; 2025Q3: 120,644 shares; 2025Q4: 119,365 shares 119,365 $41.9M 0.56% -1,279 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: 174,461 shares; 2024Q4: 157,578 shares; 2025Q1: 152,711 shares; 2025Q2: 164,335 shares; 2025Q3: 195,465 shares; 2025Q4: 198,834 shares 198,834 $41.1M 0.55% +3,369 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: 41,501 shares; 2024Q4: 42,723 shares; 2025Q1: 43,970 shares; 2025Q2: 43,625 shares; 2025Q3: 46,123 shares; 2025Q4: 46,682 shares 46,682 $41M 0.55% +559 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: 99,228 shares; 2024Q4: 112,770 shares; 2025Q1: 110,616 shares; 2025Q2: 154,684 shares; 2025Q3: 175,520 shares; 2025Q4: 175,121 shares 175,121 $40M 0.54% -399 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: 26,577 shares; 2024Q4: 58,972 shares; 2025Q1: 72,240 shares; 2025Q2: 81,777 shares; 2025Q3: 81,557 shares; 2025Q4: 80,406 shares 80,406 $36.2M 0.48% -1,151 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: 48,115 shares; 2024Q4: 46,519 shares; 2025Q1: 46,445 shares; 2025Q2: 60,781 shares; 2025Q3: 59,770 shares; 2025Q4: 59,213 shares 59,213 $35.7M 0.48% -557 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: 100,695 shares; 2024Q4: 98,903 shares; 2025Q1: 103,701 shares; 2025Q2: 112,094 shares; 2025Q3: 117,304 shares; 2025Q4: 102,974 shares 102,974 $35.4M 0.48% -14,330 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: 25,844 shares; 2024Q4: 25,937 shares; 2025Q1: 27,126 shares; 2025Q2: 33,495 shares; 2025Q3: 39,743 shares; 2025Q4: 39,254 shares 39,254 $33.9M 0.45% -489 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: 330,078 shares; 2024Q4: 338,530 shares; 2025Q1: 361,164 shares; 2025Q2: 469,216 shares; 2025Q3: 474,318 shares; 2025Q4: 481,954 shares 481,954 $33.7M 0.45% +7,636 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: 190,518 shares; 2024Q4: 190,490 shares; 2025Q1: 187,662 shares; 2025Q2: 186,866 shares; 2025Q3: 189,796 shares; 2025Q4: 166,568 shares 166,568 $32.5M 0.44% -23,228 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,207 shares; 2024Q4: 53,622 shares; 2025Q1: 43,930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,649 shares 74,649 $31.5M 0.42% new 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: 230,530 shares; 2024Q4: 222,213 shares; 2025Q1: 228,094 shares; 2025Q2: 259,175 shares; 2025Q3: 275,866 shares; 2025Q4: 274,030 shares 274,030 $31.2M 0.42% -1,836 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: 30,105 shares; 2024Q4: 29,898 shares; 2025Q1: 64,990 shares; 2025Q2: 62,028 shares; 2025Q3: 64,126 shares; 2025Q4: 66,718 shares 66,718 $31.1M 0.42% +2,592 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,644 shares; 2024Q4: 29,788 shares; 2025Q1: 32,935 shares; 2025Q2: 33,448 shares; 2025Q3: 34,523 shares; 2025Q4: 34,733 shares 34,733 $30.5M 0.41% +210 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: 62,949 shares; 2024Q4: 71,644 shares; 2025Q1: 77,743 shares; 2025Q2: 90,711 shares; 2025Q3: 91,824 shares; 2025Q4: 120,630 shares 120,630 $30.5M 0.41% +28,806 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: 243,997 shares; 2024Q4: 231,322 shares; 2025Q1: 320,445 shares; 2025Q2: 281,090 shares; 2025Q3: 282,793 shares; 2025Q4: 276,194 shares 276,194 $29.1M 0.39% -6,599 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: 167,011 shares; 2024Q4: 164,109 shares; 2025Q1: 284,194 shares; 2025Q2: 301,537 shares; 2025Q3: 311,028 shares; 2025Q4: 310,144 shares 310,144 $28.9M 0.39% -884 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: 321,423 shares; 2024Q4: 316,696 shares; 2025Q1: 324,540 shares; 2025Q2: 206,856 shares; 2025Q3: 254,960 shares; 2025Q4: 237,270 shares 237,270 $28.6M 0.38% -17,690 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,880 shares; 2024Q4: 343,326 shares; 2025Q1: 264,766 shares; 2025Q2: 264,342 shares; 2025Q3: 263,251 shares; 2025Q4: 262,501 shares 262,501 $28M 0.38% -750 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: 176,487 shares; 2024Q4: 191,245 shares; 2025Q1: 192,827 shares; 2025Q2: 245,156 shares; 2025Q3: 239,207 shares; 2025Q4: 232,450 shares 232,450 $27.9M 0.37% -6,757 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,654 shares; 2025Q1: 2,479 shares; 2025Q2: 2,655 shares; 2025Q3: 119,211 shares; 2025Q4: 119,378 shares 119,378 $26.8M 0.36% +167 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: 186,815 shares; 2024Q4: 198,991 shares; 2025Q1: 176,664 shares; 2025Q2: 198,742 shares; 2025Q3: 203,395 shares; 2025Q4: 216,347 shares 216,347 $26.7M 0.36% +12,952 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: 394,918 shares; 2024Q4: 396,644 shares; 2025Q1: 391,186 shares; 2025Q2: 343,250 shares; 2025Q3: 346,803 shares; 2025Q4: 361,264 shares 361,264 $26.6M 0.36% +14,461 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: 23,542 shares; 2024Q4: 23,660 shares; 2025Q1: 18,969 shares; 2025Q2: 48,473 shares; 2025Q3: 49,146 shares; 2025Q4: 54,862 shares 54,862 $26.5M 0.36% +5,716 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: 42,791 shares; 2024Q4: 124,687 shares; 2025Q1: 163,677 shares; 2025Q2: 222,715 shares; 2025Q3: 222,545 shares; 2025Q4: 220,078 shares 220,078 $25.5M 0.34% -2,467 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: 14,549 shares; 2024Q4: 14,404 shares; 2025Q1: 15,322 shares; 2025Q2: 128,605 shares; 2025Q3: 229,091 shares; 2025Q4: 218,193 shares 218,193 $25.5M 0.34% -10,898 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: 86,541 shares; 2024Q4: 86,149 shares; 2025Q1: 22,420 shares; 2025Q2: 64,429 shares; 2025Q3: 69,218 shares; 2025Q4: 68,023 shares 68,023 $25.2M 0.34% -1,195 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: 272,068 shares; 2024Q4: 272,155 shares; 2025Q1: 291,881 shares; 2025Q2: 308,033 shares; 2025Q3: 316,343 shares; 2025Q4: 316,176 shares 316,176 $24.4M 0.33% -167 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: 168,419 shares; 2024Q4: 188,116 shares; 2025Q1: 190,923 shares; 2025Q2: 196,430 shares; 2025Q3: 210,405 shares; 2025Q4: 212,287 shares 212,287 $23.7M 0.32% +1,882 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: 27,816 shares; 2024Q4: 29,708 shares; 2025Q1: 28,989 shares; 2025Q2: 33,725 shares; 2025Q3: 40,514 shares; 2025Q4: 40,209 shares 40,209 $23.3M 0.31% -305 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: 353,889 shares; 2024Q4: 381,379 shares; 2025Q1: 395,280 shares; 2025Q2: 406,623 shares; 2025Q3: 409,264 shares; 2025Q4: 413,431 shares 413,431 $22.6M 0.3% +4,167 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,980 shares; 2024Q4: 36,235 shares; 2025Q1: 36,398 shares; 2025Q2: 53,094 shares; 2025Q3: 54,433 shares; 2025Q4: 52,893 shares 52,893 $22.6M 0.3% -1,540 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: 55,673 shares; 2024Q4: 56,103 shares; 2025Q1: 57,920 shares; 2025Q2: 58,886 shares; 2025Q3: 61,498 shares; 2025Q4: 63,446 shares 63,446 $22.3M 0.3% +1,948 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: 279,541 shares; 2024Q4: 274,126 shares; 2025Q1: 267,421 shares; 2025Q2: 255,666 shares; 2025Q3: 239,934 shares; 2025Q4: 236,531 shares 236,531 $22.3M 0.3% -3,403 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: 49,814 shares; 2024Q4: 53,436 shares; 2025Q1: 61,517 shares; 2025Q2: 57,725 shares; 2025Q3: 57,177 shares; 2025Q4: 56,340 shares 56,340 $21.8M 0.29% -837 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,745 shares; 2025Q1: 27,542 shares; 2025Q2: 25,668 shares; 2025Q3: 25,718 shares; 2025Q4: 25,564 shares 25,564 $20.7M 0.28% -154 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: 421,737 shares; 2024Q4: 455,677 shares; 2025Q1: 380,730 shares; 2025Q2: 381,238 shares; 2025Q3: 365,945 shares; 2025Q4: 371,124 shares 371,124 $20M 0.27% +5,179 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540,739 shares; 2025Q4: 612,696 shares 612,696 $19.9M 0.27% +71,957 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,271 shares; 2024Q4: 443,509 shares; 2025Q1: 426,997 shares; 2025Q2: 428,065 shares; 2025Q3: 397,212 shares; 2025Q4: 339,374 shares 339,374 $19.8M 0.27% -57,838 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: 83,771 shares; 2024Q4: 83,237 shares; 2025Q1: 80,716 shares; 2025Q2: 85,404 shares; 2025Q3: 87,148 shares; 2025Q4: 89,870 shares 89,870 $19.8M 0.26% +2,722 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,882 shares; 2025Q3: 187,386 shares; 2025Q4: 215,455 shares 215,455 $19.7M 0.26% +28,069 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,117 shares; 2024Q4: 22,694 shares; 2025Q1: 22,810 shares; 2025Q2: 32,918 shares; 2025Q3: 42,881 shares; 2025Q4: 43,403 shares 43,403 $19.7M 0.26% +522 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: 118,818 shares; 2024Q4: 125,595 shares; 2025Q1: 125,141 shares; 2025Q2: 126,461 shares; 2025Q3: 130,431 shares; 2025Q4: 127,469 shares 127,469 $19.6M 0.26% -2,962 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: 13,902 shares; 2024Q4: 19,097 shares; 2025Q1: 26,420 shares; 2025Q2: 29,146 shares; 2025Q3: 30,853 shares; 2025Q4: 33,679 shares 33,679 $19.3M 0.26% +2,826 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,949 shares; 2025Q4: 8,926 shares 8,926 $19.2M 0.26% -23 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,850 shares; 2024Q4: 582,266 shares; 2025Q1: 574,115 shares; 2025Q2: 951,002 shares; 2025Q3: 969,212 shares; 2025Q4: 968,524 shares 968,524 $18.8M 0.25% -688 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: 92,355 shares; 2024Q4: 93,183 shares; 2025Q1: 88,086 shares; 2025Q2: 95,920 shares; 2025Q3: 95,434 shares; 2025Q4: 95,225 shares 95,225 $18.6M 0.25% -209 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: 118,708 shares; 2024Q4: 117,220 shares; 2025Q1: 93,887 shares; 2025Q2: 131,350 shares; 2025Q3: 151,357 shares; 2025Q4: 147,400 shares 147,400 $18.5M 0.25% -3,957 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: 31,047 shares; 2024Q4: 31,871 shares; 2025Q1: 31,459 shares; 2025Q2: 33,700 shares; 2025Q3: 37,596 shares; 2025Q4: 37,589 shares 37,589 $18.3M 0.25% -7 Timeline FDN 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: 106,690 shares; 2024Q4: 90,604 shares; 2025Q1: 88,492 shares; 2025Q2: 69,710 shares; 2025Q3: 67,596 shares; 2025Q4: 66,582 shares 66,582 $17.9M 0.24% -1,014 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: 31,177 shares; 2024Q4: 35,347 shares; 2025Q1: 36,710 shares; 2025Q2: 37,264 shares; 2025Q3: 37,493 shares; 2025Q4: 37,137 shares 37,137 $17.6M 0.24% -356 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: 14,815 shares; 2024Q4: 15,461 shares; 2025Q1: 18,464 shares; 2025Q2: 33,938 shares; 2025Q3: 54,825 shares; 2025Q4: 56,031 shares 56,031 $16.6M 0.22% +1,206 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: 73,330 shares; 2024Q4: 80,794 shares; 2025Q1: 189,976 shares; 2025Q2: 183,144 shares; 2025Q3: 188,125 shares; 2025Q4: 175,651 shares 175,651 $16.4M 0.22% -12,474 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: 191,932 shares; 2024Q4: 197,638 shares; 2025Q1: 201,847 shares; 2025Q2: 201,973 shares; 2025Q3: 203,135 shares; 2025Q4: 202,271 shares 202,271 $16.2M 0.22% -864 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 66,514 shares; 2025Q1: 63,547 shares; 2025Q2: 151,024 shares; 2025Q3: 172,812 shares; 2025Q4: 200,174 shares 200,174 $16.1M 0.22% +27,362 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: 5,872 shares; 2024Q4: 7,280 shares; 2025Q1: 9,400 shares; 2025Q2: 10,231 shares; 2025Q3: 16,485 shares; 2025Q4: 166,666 shares 166,666 $15.6M 0.21% +150,181 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: 19,610 shares; 2024Q4: 18,832 shares; 2025Q1: 25,348 shares; 2025Q2: 27,744 shares; 2025Q3: 33,499 shares; 2025Q4: 38,785 shares 38,785 $15.4M 0.21% +5,286 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: 30,216 shares; 2024Q4: 31,770 shares; 2025Q1: 31,948 shares; 2025Q2: 31,234 shares; 2025Q3: 31,121 shares; 2025Q4: 30,101 shares 30,101 $15.4M 0.21% -1,020 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: 286,556 shares; 2024Q4: 287,869 shares; 2025Q1: 291,758 shares; 2025Q2: 282,154 shares; 2025Q3: 283,238 shares; 2025Q4: 279,210 shares 279,210 $15.3M 0.2% -4,028 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: 13,105 shares; 2024Q4: 15,374 shares; 2025Q1: 16,592 shares; 2025Q2: 19,053 shares; 2025Q3: 48,286 shares; 2025Q4: 48,790 shares 48,790 $15.2M 0.2% +504 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: 41,296 shares; 2024Q4: 39,634 shares; 2025Q1: 40,646 shares; 2025Q2: 45,416 shares; 2025Q3: 54,009 shares; 2025Q4: 44,670 shares 44,670 $15M 0.2% -9,339 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: 94,597 shares; 2024Q4: 23,303 shares; 2025Q1: 48,868 shares; 2025Q2: 115,914 shares; 2025Q3: 94,323 shares; 2025Q4: 67,971 shares 67,971 $14.9M 0.2% -26,352 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,850 shares; 2024Q4: 162,404 shares; 2025Q1: 162,024 shares; 2025Q2: 134,359 shares; 2025Q3: 128,385 shares; 2025Q4: 136,089 shares 136,089 $14.6M 0.2% +7,704 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,428 shares; 2024Q4: 117,857 shares; 2025Q1: 166,953 shares; 2025Q2: 170,024 shares; 2025Q3: 170,238 shares; 2025Q4: 163,448 shares 163,448 $14.2M 0.19% -6,790 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: 111,962 shares; 2024Q4: 122,427 shares; 2025Q1: 126,446 shares; 2025Q2: 126,272 shares; 2025Q3: 130,182 shares; 2025Q4: 172,002 shares 172,002 $14.1M 0.19% +41,820 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,069 shares; 2025Q1: 113,269 shares; 2025Q2: 118,277 shares; 2025Q3: 114,674 shares; 2025Q4: 114,732 shares 114,732 $13.7M 0.18% +58 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: 15,175 shares; 2024Q4: 18,611 shares; 2025Q1: 18,463 shares; 2025Q2: 39,655 shares; 2025Q3: 39,696 shares; 2025Q4: 36,615 shares 36,615 $13.7M 0.18% -3,081 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: 44,535 shares; 2024Q4: 44,002 shares; 2025Q1: 45,628 shares; 2025Q2: 44,359 shares; 2025Q3: 44,417 shares; 2025Q4: 43,884 shares 43,884 $13.6M 0.18% -533 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,064 shares; 2024Q4: 154,885 shares; 2025Q1: 138,905 shares; 2025Q2: 157,316 shares; 2025Q3: 160,055 shares; 2025Q4: 164,306 shares 164,306 $13.6M 0.18% +4,251 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: 230,480 shares; 2024Q4: 185,283 shares; 2025Q1: 166,185 shares; 2025Q2: 94,640 shares; 2025Q3: 95,663 shares; 2025Q4: 89,855 shares 89,855 $12.9M 0.17% -5,808 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: 3,923 shares; 2024Q4: 2,785 shares; 2025Q1: 3,004 shares; 2025Q2: 3,549 shares; 2025Q3: 25,878 shares; 2025Q4: 24,476 shares 24,476 $12.8M 0.17% -1,402 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: 45,144 shares; 2024Q4: 55,020 shares; 2025Q1: 57,013 shares; 2025Q2: 58,701 shares; 2025Q3: 69,868 shares; 2025Q4: 71,701 shares 71,701 $12.7M 0.17% +1,833 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,302 shares 43,302 $12.6M 0.17% new 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: 64,463 shares; 2024Q4: 64,620 shares; 2025Q1: 61,736 shares; 2025Q2: 59,527 shares; 2025Q3: 59,714 shares; 2025Q4: 57,929 shares 57,929 $12.3M 0.16% -1,785 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: 18,630 shares; 2024Q4: 19,754 shares; 2025Q1: 19,730 shares; 2025Q2: 69,225 shares; 2025Q3: 73,979 shares; 2025Q4: 73,479 shares 73,479 $11.9M 0.16% -500 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: 47,960 shares; 2024Q4: 47,883 shares; 2025Q1: 47,797 shares; 2025Q2: 57,778 shares; 2025Q3: 61,675 shares; 2025Q4: 58,582 shares 58,582 $11.9M 0.16% -3,093 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: 55,736 shares; 2024Q4: 61,558 shares; 2025Q1: 62,487 shares; 2025Q2: 71,612 shares; 2025Q3: 81,728 shares; 2025Q4: 77,804 shares 77,804 $11.9M 0.16% -3,924 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: 13,423 shares; 2024Q4: 14,112 shares; 2025Q1: 13,950 shares; 2025Q2: 15,715 shares; 2025Q3: 17,868 shares; 2025Q4: 17,830 shares 17,830 $11.8M 0.16% -38 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: 37,826 shares; 2024Q4: 41,148 shares; 2025Q1: 42,584 shares; 2025Q2: 48,351 shares; 2025Q3: 67,533 shares; 2025Q4: 68,587 shares 68,587 $11.7M 0.16% +1,054 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,876 shares; 2024Q4: 25,137 shares; 2025Q1: 36,515 shares; 2025Q2: 126,474 shares; 2025Q3: 285,215 shares; 2025Q4: 422,808 shares 422,808 $11.6M 0.16% +137,593 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: 304,477 shares; 2024Q4: 334,663 shares; 2025Q1: 392,043 shares; 2025Q2: 367,335 shares; 2025Q3: 345,509 shares; 2025Q4: 465,598 shares 465,598 $11.6M 0.16% +120,089 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: 13,894 shares; 2024Q4: 13,766 shares; 2025Q1: 13,775 shares; 2025Q2: 25,943 shares; 2025Q3: 26,099 shares; 2025Q4: 25,553 shares 25,553 $11.4M 0.15% -546 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: 14,844 shares; 2024Q4: 14,782 shares; 2025Q1: 9,558 shares; 2025Q2: 15,668 shares; 2025Q3: 33,533 shares; 2025Q4: 34,358 shares 34,358 $11.2M 0.15% +825 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: 3,779 shares; 2024Q4: 10,286 shares; 2025Q1: 10,910 shares; 2025Q2: 11,345 shares; 2025Q3: 11,445 shares; 2025Q4: 72,972 shares 72,972 $11.2M 0.15% +61,527 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234,249 shares; 2025Q3: 238,771 shares; 2025Q4: 244,643 shares 244,643 $10.8M 0.14% +5,872 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: 99,477 shares; 2024Q4: 100,967 shares; 2025Q1: 101,733 shares; 2025Q2: 101,682 shares; 2025Q3: 110,926 shares; 2025Q4: 106,908 shares 106,908 $10.7M 0.14% -4,018 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: 38,174 shares; 2024Q4: 34,745 shares; 2025Q1: 33,427 shares; 2025Q2: 42,777 shares; 2025Q3: 44,918 shares; 2025Q4: 45,349 shares 45,349 $10.5M 0.14% +431 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: 31,584 shares; 2024Q4: 31,750 shares; 2025Q1: 31,678 shares; 2025Q2: 32,153 shares; 2025Q3: 32,299 shares; 2025Q4: 32,727 shares 32,727 $10.3M 0.14% +428 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: 25,203 shares; 2024Q4: 26,249 shares; 2025Q1: 28,023 shares; 2025Q2: 30,515 shares; 2025Q3: 33,334 shares; 2025Q4: 33,706 shares 33,706 $10.3M 0.14% +372 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: 561,897 shares; 2024Q4: 561,356 shares; 2025Q1: 372,027 shares; 2025Q2: 389,157 shares; 2025Q3: 423,248 shares; 2025Q4: 410,477 shares 410,477 $10.2M 0.14% -12,771 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 860 shares; 2025Q1: 8,294 shares; 2025Q2: 8,419 shares; 2025Q3: 8,703 shares; 2025Q4: 8,315 shares 8,315 $10.1M 0.14% -388 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: 84,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,539 shares; 2025Q3: 87,725 shares; 2025Q4: 87,526 shares 87,526 $9.9M 0.13% -199 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: 11,491 shares; 2024Q4: 11,250 shares; 2025Q1: 11,828 shares; 2025Q2: 14,729 shares; 2025Q3: 61,033 shares; 2025Q4: 60,831 shares 60,831 $9.85M 0.13% -202 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: 85,964 shares; 2024Q4: 303,142 shares; 2025Q1: 343,640 shares; 2025Q2: 349,016 shares; 2025Q3: 351,336 shares; 2025Q4: 357,170 shares 357,170 $9.8M 0.13% +5,834 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,169 shares; 2025Q3: 31,214 shares; 2025Q4: 31,166 shares 31,166 $9.69M 0.13% -48 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: 6,774 shares; 2024Q4: 9,101 shares; 2025Q1: 9,075 shares; 2025Q2: 10,242 shares; 2025Q3: 109,934 shares; 2025Q4: 108,854 shares 108,854 $9.53M 0.13% -1,080 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: 8,120 shares; 2024Q4: 9,669 shares; 2025Q1: 9,116 shares; 2025Q2: 14,943 shares; 2025Q3: 15,738 shares; 2025Q4: 16,635 shares 16,635 $9.42M 0.13% +897 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,935 shares; 2024Q4: 92,076 shares; 2025Q1: 73,422 shares; 2025Q2: 109,760 shares; 2025Q3: 79,321 shares; 2025Q4: 91,460 shares 91,460 $9.14M 0.12% +12,139 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 14 shares; 2025Q4: 12 shares 12 $9.06M 0.12% -2 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: not reported; 2024Q4: not reported; 2025Q1: 85,190 shares; 2025Q2: 96,297 shares; 2025Q3: 92,360 shares; 2025Q4: 92,451 shares 92,451 $8.89M 0.12% +91 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: 6,980 shares; 2024Q4: 8,594 shares; 2025Q1: 13,156 shares; 2025Q2: 14,042 shares; 2025Q3: 15,856 shares; 2025Q4: 15,583 shares 15,583 $8.89M 0.12% -273 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: 4,697 shares; 2024Q4: 4,095 shares; 2025Q1: 4,935 shares; 2025Q2: 4,902 shares; 2025Q3: 136,156 shares; 2025Q4: 173,479 shares 173,479 $8.86M 0.12% +37,323 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,717 shares; 2024Q4: 42,293 shares; 2025Q1: 42,684 shares; 2025Q2: 43,965 shares; 2025Q3: 47,680 shares; 2025Q4: 46,733 shares 46,733 $8.79M 0.12% -947 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: 40,171 shares; 2024Q4: 35,360 shares; 2025Q1: 36,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,612 shares 47,612 $8.73M 0.12% new 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: 25,575 shares; 2024Q4: 25,181 shares; 2025Q1: 26,082 shares; 2025Q2: 26,276 shares; 2025Q3: 25,784 shares; 2025Q4: 24,633 shares 24,633 $8.69M 0.12% -1,151 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,543 shares; 2024Q4: 13,299 shares; 2025Q1: 20,750 shares; 2025Q2: 61,649 shares; 2025Q3: 53,002 shares; 2025Q4: 43,737 shares 43,737 $8.38M 0.11% -9,265 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,181 shares; 2025Q2: 194,430 shares; 2025Q3: 186,885 shares; 2025Q4: 179,389 shares 179,389 $8.17M 0.11% -7,496 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: 82,647 shares; 2024Q4: 90,036 shares; 2025Q1: 29,068 shares; 2025Q2: 90,630 shares; 2025Q3: 36,337 shares; 2025Q4: 31,280 shares 31,280 $8.04M 0.11% -5,057 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: 10,465 shares; 2024Q4: 20,541 shares; 2025Q1: 20,701 shares; 2025Q2: 39,914 shares; 2025Q3: 42,038 shares; 2025Q4: 42,234 shares 42,234 $7.78M 0.1% +196 Timeline OEF 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: 2,229 shares; 2024Q4: 22,220 shares; 2025Q1: 17,886 shares; 2025Q2: 17,812 shares; 2025Q3: 22,665 shares; 2025Q4: 22,414 shares 22,414 $7.69M 0.1% -251 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: 26,705 shares; 2024Q4: 41,416 shares; 2025Q1: 39,430 shares; 2025Q2: 38,394 shares; 2025Q3: 37,045 shares; 2025Q4: 36,128 shares 36,128 $7.6M 0.1% -917 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: 23,057 shares; 2024Q4: 16,288 shares; 2025Q1: 17,778 shares; 2025Q2: 25,539 shares; 2025Q3: 13,636 shares; 2025Q4: 33,403 shares 33,403 $7.57M 0.1% +19,767 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: 36,882 shares; 2024Q4: 53,857 shares; 2025Q1: 58,173 shares; 2025Q2: 71,161 shares; 2025Q3: 78,479 shares; 2025Q4: 78,555 shares 78,555 $7.56M 0.1% +76 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,974 shares 56,974 $7.55M 0.1% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,810 shares; 2024Q4: 64,577 shares; 2025Q1: 64,669 shares; 2025Q2: 63,009 shares; 2025Q3: 65,077 shares; 2025Q4: 61,932 shares 61,932 $7.53M 0.1% -3,145 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: 1,921 shares; 2024Q4: 1,636 shares; 2025Q1: 1,484 shares; 2025Q2: 1,442 shares; 2025Q3: 9,941 shares; 2025Q4: 11,048 shares 11,048 $7.44M 0.1% +1,107 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: 21,787 shares; 2024Q4: 19,918 shares; 2025Q1: 18,496 shares; 2025Q2: 17,583 shares; 2025Q3: 17,568 shares; 2025Q4: 15,625 shares 15,625 $7.27M 0.1% -1,943 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: 22,278 shares; 2024Q4: 25,112 shares; 2025Q1: 104,619 shares; 2025Q2: 97,450 shares; 2025Q3: 87,920 shares; 2025Q4: 88,490 shares 88,490 $7.18M 0.1% +570 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: 49,532 shares; 2024Q4: 48,308 shares; 2025Q1: 48,172 shares; 2025Q2: 46,463 shares; 2025Q3: 46,678 shares; 2025Q4: 44,702 shares 44,702 $7.18M 0.1% -1,976 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,580 shares; 2025Q2: 283,368 shares; 2025Q3: 270,351 shares; 2025Q4: 270,700 shares 270,700 $7.17M 0.1% +349 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: 17,238 shares; 2024Q4: 20,560 shares; 2025Q1: 23,191 shares; 2025Q2: 33,518 shares; 2025Q3: 42,746 shares; 2025Q4: 45,768 shares 45,768 $7.05M 0.09% +3,022 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: 15,873 shares; 2024Q4: 14,136 shares; 2025Q1: 14,996 shares; 2025Q2: 30,303 shares; 2025Q3: 70,928 shares; 2025Q4: 73,341 shares 73,341 $7.05M 0.09% +2,413 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: 20,757 shares; 2024Q4: 21,235 shares; 2025Q1: 21,988 shares; 2025Q2: 23,912 shares; 2025Q3: 29,308 shares; 2025Q4: 29,182 shares 29,182 $7.04M 0.09% -126 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,481 shares; 2025Q3: 86,180 shares; 2025Q4: 86,328 shares 86,328 $7M 0.09% +148 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: 43,265 shares; 2024Q4: 44,044 shares; 2025Q1: 43,430 shares; 2025Q2: 25,244 shares; 2025Q3: 25,389 shares; 2025Q4: 25,673 shares 25,673 $6.89M 0.09% +284 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: 59,757 shares; 2024Q4: 62,426 shares; 2025Q1: 61,892 shares; 2025Q2: 51,199 shares; 2025Q3: 47,479 shares; 2025Q4: 47,916 shares 47,916 $6.76M 0.09% +437 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: 816 shares; 2024Q4: 815 shares; 2025Q1: 863 shares; 2025Q2: 995 shares; 2025Q3: 1,186 shares; 2025Q4: 1,257 shares 1,257 $6.73M 0.09% +71 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: 81,696 shares; 2024Q4: 83,864 shares; 2025Q1: 84,259 shares; 2025Q2: 85,639 shares; 2025Q3: 57,775 shares; 2025Q4: 25,393 shares 25,393 $6.73M 0.09% -32,382 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: 43,036 shares; 2024Q4: 44,946 shares; 2025Q1: 46,038 shares; 2025Q2: 42,927 shares; 2025Q3: 27,503 shares; 2025Q4: 19,982 shares 19,982 $6.6M 0.09% -7,521 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: 44,904 shares; 2024Q4: 22,228 shares; 2025Q1: 24,897 shares; 2025Q2: 41,685 shares; 2025Q3: 40,731 shares; 2025Q4: 40,137 shares 40,137 $6.46M 0.09% -594 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: 41,247 shares; 2024Q4: 54,959 shares; 2025Q1: 11,452 shares; 2025Q2: 11,753 shares; 2025Q3: 10,799 shares; 2025Q4: 17,738 shares 17,738 $6.27M 0.08% +6,939 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: 11,409 shares; 2024Q4: 12,880 shares; 2025Q1: 13,023 shares; 2025Q2: 77,535 shares; 2025Q3: 83,734 shares; 2025Q4: 85,007 shares 85,007 $6.25M 0.08% +1,273 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: not reported; 2025Q1: 101,528 shares; 2025Q2: 88,782 shares; 2025Q3: 90,544 shares; 2025Q4: 71,538 shares 71,538 $6.24M 0.08% -19,006 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: 37,653 shares; 2024Q4: 42,306 shares; 2025Q1: 42,679 shares; 2025Q2: 45,197 shares; 2025Q3: 44,984 shares; 2025Q4: 35,858 shares 35,858 $6.22M 0.08% -9,126 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,944 shares; 2024Q4: 148,081 shares; 2025Q1: 115,166 shares; 2025Q2: 108,066 shares; 2025Q3: 90,529 shares; 2025Q4: 64,885 shares 64,885 $6.17M 0.08% -25,644 Timeline FDVV 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: 6,189 shares; 2024Q4: 6,189 shares; 2025Q1: 5,182 shares; 2025Q2: 111,005 shares; 2025Q3: 110,122 shares; 2025Q4: 108,446 shares 108,446 $6.15M 0.08% -1,676 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: 21,798 shares; 2024Q4: 21,443 shares; 2025Q1: 7,078 shares; 2025Q2: 22,973 shares; 2025Q3: 24,254 shares; 2025Q4: 23,837 shares 23,837 $6.15M 0.08% -417 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: 8,617 shares; 2024Q4: 11,048 shares; 2025Q1: 8,303 shares; 2025Q2: 11,900 shares; 2025Q3: 18,978 shares; 2025Q4: 19,612 shares 19,612 $6.04M 0.08% +634 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 5,325 shares; 2025Q1: 32,485 shares; 2025Q2: 28,871 shares; 2025Q3: 29,012 shares; 2025Q4: 27,784 shares 27,784 $5.89M 0.08% -1,228 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: 15,954 shares; 2024Q4: 17,544 shares; 2025Q1: 17,243 shares; 2025Q2: 24,538 shares; 2025Q3: 26,415 shares; 2025Q4: 27,369 shares 27,369 $5.86M 0.08% +954 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: 12,722 shares; 2024Q4: 15,592 shares; 2025Q1: 21,914 shares; 2025Q2: 26,635 shares; 2025Q3: 38,117 shares; 2025Q4: 35,506 shares 35,506 $5.7M 0.08% -2,611 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,674 shares; 2024Q4: 53,167 shares; 2025Q1: 54,460 shares; 2025Q2: 58,475 shares; 2025Q3: 59,541 shares; 2025Q4: 68,292 shares 68,292 $5.66M 0.08% +8,751 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,256 shares; 2025Q1: 10,786 shares; 2025Q2: 19,518 shares; 2025Q3: 29,902 shares; 2025Q4: 31,749 shares 31,749 $5.64M 0.08% +1,847 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: 11,542 shares; 2024Q4: 16,459 shares; 2025Q1: 18,397 shares; 2025Q2: 19,299 shares; 2025Q3: 19,259 shares; 2025Q4: 19,858 shares 19,858 $5.54M 0.07% +599 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: 20,060 shares; 2024Q4: 20,550 shares; 2025Q1: 33,088 shares; 2025Q2: 41,091 shares; 2025Q3: 42,526 shares; 2025Q4: 39,740 shares 39,740 $5.53M 0.07% -2,786 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: 24,830 shares; 2024Q4: 24,594 shares; 2025Q1: 24,655 shares; 2025Q2: 51,888 shares; 2025Q3: 58,161 shares; 2025Q4: 41,606 shares 41,606 $5.52M 0.07% -16,555 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: 6,282 shares; 2024Q4: 7,416 shares; 2025Q1: 9,394 shares; 2025Q2: 18,942 shares; 2025Q3: 21,753 shares; 2025Q4: 22,758 shares 22,758 $5.52M 0.07% +1,005 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,068 shares; 2024Q4: 545,404 shares; 2025Q1: not reported; 2025Q2: 546,279 shares; 2025Q3: 546,599 shares; 2025Q4: 547,241 shares 547,241 $5.43M 0.07% +642 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: 49,571 shares; 2024Q4: 49,821 shares; 2025Q1: 50,122 shares; 2025Q2: 55,198 shares; 2025Q3: 54,082 shares; 2025Q4: 53,641 shares 53,641 $5.2M 0.07% -441 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,948 shares 77,948 $5.1M 0.07% new Timeline PFM 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: 118,692 shares; 2024Q4: 119,075 shares; 2025Q1: 119,460 shares; 2025Q2: 119,377 shares; 2025Q3: 115,160 shares; 2025Q4: 95,674 shares 95,674 $4.93M 0.07% -19,486 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: 16,940 shares; 2024Q4: 16,836 shares; 2025Q1: 17,774 shares; 2025Q2: 20,135 shares; 2025Q3: 21,160 shares; 2025Q4: 21,093 shares 21,093 $4.83M 0.06% -67 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: 24,775 shares; 2024Q4: 23,425 shares; 2025Q1: 23,546 shares; 2025Q2: 22,037 shares; 2025Q3: 21,913 shares; 2025Q4: 22,977 shares 22,977 $4.8M 0.06% +1,064 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: 44,834 shares; 2024Q4: 83,020 shares; 2025Q1: 85,114 shares; 2025Q2: 85,200 shares; 2025Q3: 84,672 shares; 2025Q4: 84,386 shares 84,386 $4.79M 0.06% -286 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: not reported; 2024Q4: not reported; 2025Q1: 268,957 shares; 2025Q2: 201,331 shares; 2025Q3: 80,326 shares; 2025Q4: 81,153 shares 81,153 $4.77M 0.06% +827 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,048 shares; 2025Q1: 13,136 shares; 2025Q2: 13,144 shares; 2025Q3: 13,331 shares; 2025Q4: 13,389 shares 13,389 $4.73M 0.06% +58 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: 4,604 shares; 2025Q1: 3,879 shares; 2025Q2: 4,168 shares; 2025Q3: 4,476 shares; 2025Q4: 4,262 shares 4,262 $4.56M 0.06% -214 Timeline EMB 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: 52,335 shares; 2024Q4: 56,808 shares; 2025Q1: 54,579 shares; 2025Q2: 55,017 shares; 2025Q3: 49,874 shares; 2025Q4: 46,705 shares 46,705 $4.5M 0.06% -3,169 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: 21,533 shares; 2024Q4: 22,660 shares; 2025Q1: 19,413 shares; 2025Q2: 16,884 shares; 2025Q3: 40,624 shares; 2025Q4: 31,481 shares 31,481 $4.44M 0.06% -9,143 Timeline GII 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: 29,219 shares; 2024Q4: 59,788 shares; 2025Q1: 65,616 shares; 2025Q2: 67,197 shares; 2025Q3: 56,277 shares; 2025Q4: 62,063 shares 62,063 $4.33M 0.06% +5,786 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 60,816 shares; 2025Q1: 24,019 shares; 2025Q2: 23,346 shares; 2025Q3: 20,929 shares; 2025Q4: 38,794 shares 38,794 $4.27M 0.06% +17,865 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,463 shares; 2025Q1: 3,473 shares; 2025Q2: 4,820 shares; 2025Q3: 6,298 shares; 2025Q4: 6,480 shares 6,480 $4.24M 0.06% +182 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: 99,045 shares; 2024Q4: 114,451 shares; 2025Q1: 101,850 shares; 2025Q2: 164,355 shares; 2025Q3: 150,807 shares; 2025Q4: 104,813 shares 104,813 $4.23M 0.06% -45,994 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,701 shares; 2024Q4: 69,285 shares; 2025Q1: 47,595 shares; 2025Q2: 40,303 shares; 2025Q3: 59,142 shares; 2025Q4: 56,976 shares 56,976 $4.2M 0.06% -2,166 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale 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: 115,190 shares 115,190 $4.12M 0.06% new 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: 92,686 shares; 2024Q4: 81,663 shares; 2025Q1: 265,659 shares; 2025Q2: 264,700 shares; 2025Q3: 277,161 shares; 2025Q4: 100,955 shares 100,955 $4.11M 0.06% -176,206 Timeline RWR 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: 54,574 shares; 2024Q4: 55,193 shares; 2025Q1: 51,296 shares; 2025Q2: 48,015 shares; 2025Q3: 46,207 shares; 2025Q4: 41,588 shares 41,588 $4.09M 0.05% -4,619 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: 15,152 shares; 2024Q4: 15,546 shares; 2025Q1: 14,506 shares; 2025Q2: 15,601 shares; 2025Q3: 17,411 shares; 2025Q4: 20,358 shares 20,358 $4.07M 0.05% +2,947 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,608 shares; 2024Q4: 26,338 shares; 2025Q1: 7,451 shares; 2025Q2: 25,520 shares; 2025Q3: 26,486 shares; 2025Q4: 24,158 shares 24,158 $4.05M 0.05% -2,328 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: 16,354 shares; 2024Q4: 17,512 shares; 2025Q1: 17,714 shares; 2025Q2: 17,647 shares; 2025Q3: 18,043 shares; 2025Q4: 19,225 shares 19,225 $4.01M 0.05% +1,182 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: 23,662 shares; 2024Q4: 25,128 shares; 2025Q1: 25,647 shares; 2025Q2: 28,023 shares; 2025Q3: 32,064 shares; 2025Q4: 31,119 shares 31,119 $3.97M 0.05% -945 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: 6,048 shares; 2024Q4: 5,952 shares; 2025Q1: 6,204 shares; 2025Q2: 7,461 shares; 2025Q3: 8,236 shares; 2025Q4: 8,130 shares 8,130 $3.91M 0.05% -106 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,805 shares; 2024Q4: 134,950 shares; 2025Q1: 135,348 shares; 2025Q2: 135,474 shares; 2025Q3: 128,952 shares; 2025Q4: 129,440 shares 129,440 $3.89M 0.05% +488 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 36,238 shares; 2025Q1: 39,063 shares; 2025Q2: 39,268 shares; 2025Q3: 31,777 shares; 2025Q4: 48,773 shares 48,773 $3.84M 0.05% +16,996 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: 555 shares; 2024Q4: 615 shares; 2025Q1: 686 shares; 2025Q2: 808 shares; 2025Q3: 3,009 shares; 2025Q4: 2,858 shares 2,858 $3.8M 0.05% -151 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 8,401 shares; 2025Q1: 8,487 shares; 2025Q2: 8,506 shares; 2025Q3: 8,553 shares; 2025Q4: 8,549 shares 8,549 $3.8M 0.05% -4 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 16,265 shares; 2025Q1: 16,928 shares; 2025Q2: 19,037 shares; 2025Q3: 20,402 shares; 2025Q4: 16,487 shares 16,487 $3.75M 0.05% -3,915 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: 9,337 shares; 2024Q4: 9,748 shares; 2025Q1: 8,911 shares; 2025Q2: 9,288 shares; 2025Q3: 11,044 shares; 2025Q4: 20,330 shares 20,330 $3.7M 0.05% +9,286 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: 12,236 shares; 2024Q4: 15,231 shares; 2025Q1: 16,893 shares; 2025Q2: 25,421 shares; 2025Q3: 25,783 shares; 2025Q4: 26,754 shares 26,754 $3.62M 0.05% +971 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,389 shares; 2025Q2: 121,676 shares; 2025Q3: 138,596 shares; 2025Q4: 140,569 shares 140,569 $3.59M 0.05% +1,973 Timeline CALI 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: 71,332 shares; 2024Q4: 71,921 shares; 2025Q1: 71,440 shares; 2025Q2: 71,799 shares; 2025Q3: 70,047 shares; 2025Q4: 70,549 shares 70,549 $3.56M 0.05% +502 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: 15,853 shares; 2024Q4: 15,868 shares; 2025Q1: 16,841 shares; 2025Q2: 19,824 shares; 2025Q3: 21,946 shares; 2025Q4: 21,996 shares 21,996 $3.52M 0.05% +50 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,268 shares; 2025Q2: 12,249 shares; 2025Q3: 46,747 shares; 2025Q4: 59,690 shares 59,690 $3.5M 0.05% +12,943 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: 81,472 shares; 2024Q4: 78,477 shares; 2025Q1: 78,463 shares; 2025Q2: 77,904 shares; 2025Q3: 55,124 shares; 2025Q4: 49,888 shares 49,888 $3.46M 0.05% -5,236 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: 24,851 shares; 2024Q4: 26,415 shares; 2025Q1: 26,997 shares; 2025Q2: 12,750 shares; 2025Q3: 11,262 shares; 2025Q4: 9,785 shares 9,785 $3.42M 0.05% -1,477 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: 5,789 shares; 2024Q4: 6,830 shares; 2025Q1: 8,532 shares; 2025Q2: 9,468 shares; 2025Q3: 10,790 shares; 2025Q4: 11,837 shares 11,837 $3.38M 0.05% +1,047 Timeline FTSM 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: 69,603 shares; 2024Q4: 70,716 shares; 2025Q1: 71,224 shares; 2025Q2: 71,278 shares; 2025Q3: 63,304 shares; 2025Q4: 56,068 shares 56,068 $3.36M 0.05% -7,236 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: 31,358 shares; 2024Q4: 32,487 shares; 2025Q1: 36,635 shares; 2025Q2: 31,132 shares; 2025Q3: 32,802 shares; 2025Q4: 32,930 shares 32,930 $3.28M 0.04% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,880 shares; 2025Q4: 24,033 shares 24,033 $3.27M 0.04% +9,153 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: 26,776 shares; 2024Q4: 57,795 shares; 2025Q1: 62,179 shares; 2025Q2: 77,296 shares; 2025Q3: 62,187 shares; 2025Q4: 61,114 shares 61,114 $3.26M 0.04% -1,073 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: 4,601 shares; 2024Q4: 3,813 shares; 2025Q1: 3,804 shares; 2025Q2: 3,756 shares; 2025Q3: 4,653 shares; 2025Q4: 4,305 shares 4,305 $3.24M 0.04% -348 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: 8,890 shares; 2024Q4: 10,442 shares; 2025Q1: 12,917 shares; 2025Q2: 13,949 shares; 2025Q3: 15,119 shares; 2025Q4: 14,700 shares 14,700 $3.23M 0.04% -419 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,518 shares; 2024Q4: 29,994 shares; 2025Q1: 30,529 shares; 2025Q2: 31,336 shares; 2025Q3: 33,001 shares; 2025Q4: 34,970 shares 34,970 $3.09M 0.04% +1,969 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: 19,294 shares; 2024Q4: 21,765 shares; 2025Q1: 21,755 shares; 2025Q2: 21,149 shares; 2025Q3: 20,703 shares; 2025Q4: 21,290 shares 21,290 $3.06M 0.04% +587 Timeline U UNITY SOFTWARE INC More: the full row for UNITY 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: 83,603 shares; 2025Q3: 72,628 shares; 2025Q4: 68,963 shares 68,963 $3.05M 0.04% -3,665 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,580 shares; 2024Q4: 9,055 shares; 2025Q1: 8,883 shares; 2025Q2: 25,634 shares; 2025Q3: 23,802 shares; 2025Q4: 22,356 shares 22,356 $3.03M 0.04% -1,446 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: 12,018 shares; 2024Q4: 1,253 shares; 2025Q1: 788 shares; 2025Q2: 2,659 shares; 2025Q3: 3,618 shares; 2025Q4: 3,859 shares 3,859 $2.98M 0.04% +241 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: 2,036 shares; 2024Q4: 2,077 shares; 2025Q1: 2,054 shares; 2025Q2: 2,633 shares; 2025Q3: 6,015 shares; 2025Q4: 6,239 shares 6,239 $2.92M 0.04% +224 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,312 shares; 2024Q4: 99,335 shares; 2025Q1: 98,976 shares; 2025Q2: 99,147 shares; 2025Q3: 100,514 shares; 2025Q4: 100,626 shares 100,626 $2.87M 0.04% +112 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: 9,762 shares; 2025Q1: 10,749 shares; 2025Q2: 15,507 shares; 2025Q3: 17,500 shares; 2025Q4: 16,647 shares 16,647 $2.85M 0.04% -853 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: 32,995 shares; 2024Q4: 29,942 shares; 2025Q1: 35,337 shares; 2025Q2: 44,213 shares; 2025Q3: 49,283 shares; 2025Q4: 52,454 shares 52,454 $2.83M 0.04% +3,171 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: 47,509 shares; 2024Q4: 34,006 shares; 2025Q1: 43,275 shares; 2025Q2: 62,298 shares; 2025Q3: 68,747 shares; 2025Q4: 76,007 shares 76,007 $2.8M 0.04% +7,260 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: 30,440 shares; 2024Q4: 9,730 shares; 2025Q1: 6,232 shares; 2025Q2: 12,144 shares; 2025Q3: 21,580 shares; 2025Q4: 12,807 shares 12,807 $2.78M 0.04% -8,773 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: 90,276 shares; 2024Q4: 42,298 shares; 2025Q1: 43,060 shares; 2025Q2: 41,475 shares; 2025Q3: 48,298 shares; 2025Q4: 42,932 shares 42,932 $2.75M 0.04% -5,366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,207 shares 32,207 $2.75M 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: 35,786 shares; 2025Q4: 55,302 shares 55,302 $2.75M 0.04% +19,516 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 8,024 shares 8,024 $2.73M 0.04% +6,601 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,674 shares; 2024Q4: 45,376 shares; 2025Q1: 26,422 shares; 2025Q2: 26,305 shares; 2025Q3: 23,185 shares; 2025Q4: 34,222 shares 34,222 $2.73M 0.04% +11,037 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: 20,428 shares; 2024Q4: 29,475 shares; 2025Q1: 31,447 shares; 2025Q2: 35,667 shares; 2025Q3: 37,855 shares; 2025Q4: 32,024 shares 32,024 $2.7M 0.04% -5,831 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,586 shares; 2025Q4: 33,746 shares 33,746 $2.69M 0.04% +28,160 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: 23,758 shares; 2024Q4: 25,394 shares; 2025Q1: 8,676 shares; 2025Q2: 7,666 shares; 2025Q3: 7,801 shares; 2025Q4: 7,939 shares 7,939 $2.67M 0.04% +138 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: 80,839 shares; 2025Q1: 31,316 shares; 2025Q2: 17,778 shares; 2025Q3: 16,997 shares; 2025Q4: 19,976 shares 19,976 $2.62M 0.04% +2,979 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: 5,612 shares; 2024Q4: 6,134 shares; 2025Q1: 6,760 shares; 2025Q2: 8,022 shares; 2025Q3: 8,044 shares; 2025Q4: 8,054 shares 8,054 $2.6M 0.03% +10 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: 8,854 shares; 2024Q4: 8,908 shares; 2025Q1: 8,609 shares; 2025Q2: 8,831 shares; 2025Q3: 9,176 shares; 2025Q4: 8,822 shares 8,822 $2.59M 0.03% -354 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: not reported; 2024Q4: not reported; 2025Q1: 52,974 shares; 2025Q2: 68,897 shares; 2025Q3: 68,897 shares; 2025Q4: 65,077 shares 65,077 $2.58M 0.03% -3,820 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: 9,324 shares; 2024Q4: 8,806 shares; 2025Q1: 7,676 shares; 2025Q2: 9,452 shares; 2025Q3: 10,012 shares; 2025Q4: 9,794 shares 9,794 $2.57M 0.03% -218 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: 286,802 shares; 2024Q4: 84,401 shares; 2025Q1: 79,528 shares; 2025Q2: 92,038 shares; 2025Q3: 100,682 shares; 2025Q4: 85,629 shares 85,629 $2.56M 0.03% -15,053 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,268 shares; 2025Q1: 2,199 shares; 2025Q2: 2,296 shares; 2025Q3: 2,446 shares; 2025Q4: 2,529 shares 2,529 $2.55M 0.03% +83 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 4,233 shares; 2025Q1: 3,688 shares; 2025Q2: 3,401 shares; 2025Q3: 2,928 shares; 2025Q4: 3,104 shares 3,104 $2.55M 0.03% +176 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,829 shares; 2024Q4: 189,950 shares; 2025Q1: 113,213 shares; 2025Q2: 114,100 shares; 2025Q3: 114,585 shares; 2025Q4: 55,204 shares 55,204 $2.54M 0.03% -59,381 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,611 shares; 2024Q4: 8,945 shares; 2025Q1: 8,726 shares; 2025Q2: 9,430 shares; 2025Q3: 9,419 shares; 2025Q4: 9,180 shares 9,180 $2.53M 0.03% -239 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: 20,723 shares; 2024Q4: 20,512 shares; 2025Q1: 27,718 shares; 2025Q2: 31,950 shares; 2025Q3: 27,848 shares; 2025Q4: 28,615 shares 28,615 $2.5M 0.03% +767 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: 10,957 shares; 2025Q4: 10,995 shares 10,995 $2.47M 0.03% +38 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: 187,207 shares; 2024Q4: 185,473 shares; 2025Q1: 50,107 shares; 2025Q2: 47,687 shares; 2025Q3: 45,985 shares; 2025Q4: 48,165 shares 48,165 $2.45M 0.03% +2,180 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,590 shares; 2025Q1: 1,888 shares; 2025Q2: 2,359 shares; 2025Q3: 6,528 shares; 2025Q4: 7,231 shares 7,231 $2.44M 0.03% +703 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,000 shares; 2025Q4: 385,000 shares 385,000 $2.44M 0.03% -15,000 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: 4,110 shares; 2024Q4: 4,350 shares; 2025Q1: 4,467 shares; 2025Q2: 5,215 shares; 2025Q3: 45,777 shares; 2025Q4: 53,159 shares 53,159 $2.44M 0.03% +7,382 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,939 shares; 2025Q2: 2,437 shares; 2025Q3: 11,637 shares; 2025Q4: 11,830 shares 11,830 $2.43M 0.03% +193 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 14,528 shares; 2025Q1: 14,790 shares; 2025Q2: 14,629 shares; 2025Q3: 14,723 shares; 2025Q4: 14,888 shares 14,888 $2.4M 0.03% +165 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: 95,093 shares; 2024Q4: 39,884 shares; 2025Q1: 41,147 shares; 2025Q2: 47,668 shares; 2025Q3: 53,525 shares; 2025Q4: 44,492 shares 44,492 $2.39M 0.03% -9,033 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 10,027 shares; 2025Q1: 14,172 shares; 2025Q2: 17,519 shares; 2025Q3: 17,895 shares; 2025Q4: 19,433 shares 19,433 $2.39M 0.03% +1,538 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: 37,222 shares; 2024Q4: 25,933 shares; 2025Q1: 23,935 shares; 2025Q2: 24,390 shares; 2025Q3: 29,581 shares; 2025Q4: 30,029 shares 30,029 $2.38M 0.03% +448 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: 35,196 shares; 2024Q4: 35,613 shares; 2025Q1: 32,635 shares; 2025Q2: 31,745 shares; 2025Q3: 31,925 shares; 2025Q4: 30,023 shares 30,023 $2.33M 0.03% -1,902 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 18,194 shares; 2025Q1: 18,209 shares; 2025Q2: 7,339 shares; 2025Q3: 18,234 shares; 2025Q4: 18,254 shares 18,254 $2.3M 0.03% +20 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 30,852 shares; 2025Q1: 33,368 shares; 2025Q2: 33,030 shares; 2025Q3: 34,868 shares; 2025Q4: 38,251 shares 38,251 $2.3M 0.03% +3,383 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: 8,503 shares; 2024Q4: 10,399 shares; 2025Q1: 10,982 shares; 2025Q2: 14,850 shares; 2025Q3: 19,559 shares; 2025Q4: 19,561 shares 19,561 $2.29M 0.03% +2 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: 129,023 shares; 2024Q4: 126,974 shares; 2025Q1: 17,121 shares; 2025Q2: 19,126 shares; 2025Q3: 20,718 shares; 2025Q4: 22,658 shares 22,658 $2.26M 0.03% +1,940 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 8,652 shares; 2025Q1: 10,953 shares; 2025Q2: 11,337 shares; 2025Q3: 14,281 shares; 2025Q4: 15,405 shares 15,405 $2.22M 0.03% +1,124 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: 33,730 shares; 2024Q4: 33,712 shares; 2025Q1: 30,191 shares; 2025Q2: 30,180 shares; 2025Q3: 29,747 shares; 2025Q4: 28,567 shares 28,567 $2.21M 0.03% -1,180 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: 8,237 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,222 shares; 2025Q4: 16,031 shares 16,031 $2.18M 0.03% -191 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,270 shares; 2025Q3: 47,173 shares; 2025Q4: 50,147 shares 50,147 $2.17M 0.03% +2,974 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: 37,257 shares; 2024Q4: 37,342 shares; 2025Q1: 35,238 shares; 2025Q2: 35,248 shares; 2025Q3: 35,669 shares; 2025Q4: 34,778 shares 34,778 $2.16M 0.03% -891 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: 5,094 shares; 2024Q4: 6,028 shares; 2025Q1: 5,923 shares; 2025Q2: 8,261 shares; 2025Q3: 24,642 shares; 2025Q4: 26,487 shares 26,487 $2.15M 0.03% +1,845 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: 3,565 shares; 2024Q4: 3,569 shares; 2025Q1: 11,371 shares; 2025Q2: 11,771 shares; 2025Q3: 6,775 shares; 2025Q4: 7,116 shares 7,116 $2.15M 0.03% +341 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: 17,405 shares; 2024Q4: 16,564 shares; 2025Q1: 16,011 shares; 2025Q2: 20,674 shares; 2025Q3: 24,364 shares; 2025Q4: 26,962 shares 26,962 $2.13M 0.03% +2,598 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: 14,205 shares; 2024Q4: 15,336 shares; 2025Q1: 16,776 shares; 2025Q2: 17,497 shares; 2025Q3: 14,635 shares; 2025Q4: 13,681 shares 13,681 $2.12M 0.03% -954 Timeline CIBR 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: 23,394 shares; 2024Q4: 23,999 shares; 2025Q1: 24,648 shares; 2025Q2: 20,926 shares; 2025Q3: 28,493 shares; 2025Q4: 29,078 shares 29,078 $2.08M 0.03% +585 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,766 shares; 2024Q4: 21,312 shares; 2025Q1: 18,849 shares; 2025Q2: 18,946 shares; 2025Q3: 17,216 shares; 2025Q4: 16,468 shares 16,468 $2.07M 0.03% -748 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,283 shares; 2025Q1: 78,246 shares; 2025Q2: 79,327 shares; 2025Q3: 78,410 shares; 2025Q4: 78,360 shares 78,360 $2.05M 0.03% -50 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: 3,480 shares; 2024Q4: 3,624 shares; 2025Q1: 3,516 shares; 2025Q2: 3,801 shares; 2025Q3: 4,773 shares; 2025Q4: 3,940 shares 3,940 $2.01M 0.03% -833 Timeline ESGE 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: 40,371 shares; 2024Q4: 37,781 shares; 2025Q1: 37,338 shares; 2025Q2: 44,286 shares; 2025Q3: 44,849 shares; 2025Q4: 45,124 shares 45,124 $1.99M 0.03% +275 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: 20,397 shares; 2024Q4: 18,389 shares; 2025Q1: 27,344 shares; 2025Q2: 33,948 shares; 2025Q3: 44,781 shares; 2025Q4: 34,443 shares 34,443 $1.99M 0.03% -10,338 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: 29,220 shares; 2025Q1: 29,481 shares; 2025Q2: 29,429 shares; 2025Q3: 30,146 shares; 2025Q4: 29,558 shares 29,558 $1.98M 0.03% -588 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 300,000 shares; 2025Q1: 245,000 shares; 2025Q2: 202,848 shares; 2025Q3: 143,064 shares; 2025Q4: 212,068 shares 212,068 $1.94M 0.03% +69,004 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,999 shares; 2024Q4: 62,716 shares; 2025Q1: 47,484 shares; 2025Q2: 56,247 shares; 2025Q3: 36,806 shares; 2025Q4: 40,674 shares 40,674 $1.91M 0.03% +3,868 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 3,498 shares; 2025Q1: 4,583 shares; 2025Q2: 5,826 shares; 2025Q3: 7,320 shares; 2025Q4: 7,016 shares 7,016 $1.9M 0.03% -304 Timeline HEFA 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: 45,626 shares; 2024Q4: 44,599 shares; 2025Q1: 44,023 shares; 2025Q2: 43,510 shares; 2025Q3: 43,561 shares; 2025Q4: 45,058 shares 45,058 $1.86M 0.02% +1,497 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 239,098 shares; 2025Q4: 162,000 shares 162,000 $1.86M 0.02% -77,098 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,114 shares; 2025Q1: 2,219 shares; 2025Q2: 2,823 shares; 2025Q3: 2,848 shares; 2025Q4: 3,061 shares 3,061 $1.85M 0.02% +213 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 9,968 shares; 2025Q1: 10,404 shares; 2025Q2: 16,007 shares; 2025Q3: 17,410 shares; 2025Q4: 18,583 shares 18,583 $1.85M 0.02% +1,173 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: 7,591 shares; 2024Q4: 7,662 shares; 2025Q1: 8,032 shares; 2025Q2: 8,762 shares; 2025Q3: 5,401 shares; 2025Q4: 4,815 shares 4,815 $1.85M 0.02% -586 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,191 shares; 2025Q1: 11,810 shares; 2025Q2: 11,398 shares; 2025Q3: 11,452 shares; 2025Q4: 11,446 shares 11,446 $1.8M 0.02% -6 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: 19,772 shares; 2024Q4: 20,409 shares; 2025Q1: 18,917 shares; 2025Q2: 21,094 shares; 2025Q3: 20,393 shares; 2025Q4: 42,110 shares 42,110 $1.8M 0.02% +21,717 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: 4,173 shares; 2024Q4: 5,668 shares; 2025Q1: 5,286 shares; 2025Q2: 4,883 shares; 2025Q3: 5,671 shares; 2025Q4: 5,514 shares 5,514 $1.79M 0.02% -157 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: 13,465 shares; 2024Q4: 10,675 shares; 2025Q1: 10,437 shares; 2025Q2: 11,366 shares; 2025Q3: 11,975 shares; 2025Q4: 11,790 shares 11,790 $1.78M 0.02% -185 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 2,024 shares; 2025Q1: 2,838 shares; 2025Q2: 3,633 shares; 2025Q3: 3,699 shares; 2025Q4: 3,614 shares 3,614 $1.77M 0.02% -85 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: 3,667 shares; 2024Q4: 4,004 shares; 2025Q1: 4,738 shares; 2025Q2: 5,865 shares; 2025Q3: 7,354 shares; 2025Q4: 7,195 shares 7,195 $1.77M 0.02% -159 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,472 shares; 2025Q4: 16,241 shares 16,241 $1.76M 0.02% -231 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 10,302 shares; 2025Q4: 23,580 shares 23,580 $1.72M 0.02% +13,278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 17,362 shares; 2025Q4: 17,813 shares 17,813 $1.71M 0.02% +451 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: 8,089 shares; 2024Q4: 8,077 shares; 2025Q1: 8,276 shares; 2025Q2: 7,790 shares; 2025Q3: 9,881 shares; 2025Q4: 9,184 shares 9,184 $1.7M 0.02% -697 Timeline SPYX 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: 31,400 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares; 2025Q4: 30,200 shares 30,200 $1.7M 0.02% -1,000 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: 22,442 shares; 2024Q4: 23,896 shares; 2025Q1: 46,577 shares; 2025Q2: 19,931 shares; 2025Q3: 19,584 shares; 2025Q4: 37,520 shares 37,520 $1.68M 0.02% +17,936 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,614 shares; 2025Q3: 67,365 shares; 2025Q4: 67,365 shares 67,365 $1.67M 0.02% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 33,649 shares; 2025Q4: 33,085 shares 33,085 $1.66M 0.02% -564 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: 4,129 shares; 2024Q4: 4,636 shares; 2025Q1: 4,658 shares; 2025Q2: 6,325 shares; 2025Q3: 5,507 shares; 2025Q4: 5,674 shares 5,674 $1.63M 0.02% +167 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: 4,538 shares; 2024Q4: 5,241 shares; 2025Q1: 5,577 shares; 2025Q2: 5,861 shares; 2025Q3: 5,893 shares; 2025Q4: 5,510 shares 5,510 $1.59M 0.02% -383 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: 372 shares; 2024Q4: 335 shares; 2025Q1: 174 shares; 2025Q2: 429 shares; 2025Q3: 511 shares; 2025Q4: 465 shares 465 $1.58M 0.02% -46 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 8,970 shares; 2025Q1: 10,485 shares; 2025Q2: 14,160 shares; 2025Q3: 16,090 shares; 2025Q4: 16,520 shares 16,520 $1.58M 0.02% +430 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,556 shares; 2024Q4: 39,502 shares; 2025Q1: 39,519 shares; 2025Q2: 20,774 shares; 2025Q3: 24,809 shares; 2025Q4: 22,052 shares 22,052 $1.57M 0.02% -2,757 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE 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: 6,697 shares; 2025Q4: 6,676 shares 6,676 $1.55M 0.02% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,618 shares; 2025Q3: 6,335 shares; 2025Q4: 7,512 shares 7,512 $1.54M 0.02% +1,177 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,263 shares; 2025Q3: 26,875 shares; 2025Q4: 26,875 shares 26,875 $1.53M 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 7,790 shares; 2025Q1: 7,680 shares; 2025Q2: 8,439 shares; 2025Q3: 8,687 shares; 2025Q4: 12,142 shares 12,142 $1.53M 0.02% +3,455 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,701 shares; 2025Q2: 8,914 shares; 2025Q3: 8,760 shares; 2025Q4: 9,430 shares 9,430 $1.53M 0.02% +670 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 914 shares; 2025Q1: 1,050 shares; 2025Q2: 1,608 shares; 2025Q3: 2,274 shares; 2025Q4: 2,241 shares 2,241 $1.52M 0.02% -33 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: 5,024 shares; 2024Q4: 5,820 shares; 2025Q1: 4,496 shares; 2025Q2: 7,309 shares; 2025Q3: 8,297 shares; 2025Q4: 9,738 shares 9,738 $1.51M 0.02% +1,441 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: 709 shares; 2024Q4: 1,075 shares; 2025Q1: 1,033 shares; 2025Q2: 9,064 shares; 2025Q3: 16,299 shares; 2025Q4: 16,360 shares 16,360 $1.49M 0.02% +61 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: 12,749 shares; 2024Q4: 12,606 shares; 2025Q1: 12,420 shares; 2025Q2: 13,207 shares; 2025Q3: 13,041 shares; 2025Q4: 13,041 shares 13,041 $1.49M 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,384 shares; 2024Q4: 9,328 shares; 2025Q1: 9,173 shares; 2025Q2: 9,274 shares; 2025Q3: 9,196 shares; 2025Q4: 7,990 shares 7,990 $1.47M 0.02% -1,206 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 16,724 shares; 2025Q1: 17,643 shares; 2025Q2: 18,254 shares; 2025Q3: 20,839 shares; 2025Q4: 21,714 shares 21,714 $1.46M 0.02% +875 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: 4,105 shares; 2024Q4: 6,216 shares; 2025Q1: 6,139 shares; 2025Q2: 5,904 shares; 2025Q3: 7,222 shares; 2025Q4: 12,012 shares 12,012 $1.43M 0.02% +4,790 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 17,989 shares; 2025Q1: 12,668 shares; 2025Q2: 12,739 shares; 2025Q3: 14,245 shares; 2025Q4: 18,341 shares 18,341 $1.43M 0.02% +4,096 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,601 shares; 2025Q1: 2,728 shares; 2025Q2: 3,492 shares; 2025Q3: 3,598 shares; 2025Q4: 3,663 shares 3,663 $1.43M 0.02% +65 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: 2,014 shares; 2024Q4: 6,947 shares; 2025Q1: 7,156 shares; 2025Q2: 9,508 shares; 2025Q3: 11,857 shares; 2025Q4: 12,354 shares 12,354 $1.42M 0.02% +497 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,455 shares; 2024Q4: 20,747 shares; 2025Q1: 21,145 shares; 2025Q2: 34,140 shares; 2025Q3: 29,581 shares; 2025Q4: 29,542 shares 29,542 $1.41M 0.02% -39 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,372 shares; 2024Q4: 13,387 shares; 2025Q1: 13,383 shares; 2025Q2: 13,401 shares; 2025Q3: 13,416 shares; 2025Q4: 13,432 shares 13,432 $1.39M 0.02% +16 Timeline DFIV 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: 11,008 shares; 2024Q4: 11,118 shares; 2025Q1: 12,236 shares; 2025Q2: 12,987 shares; 2025Q3: 27,172 shares; 2025Q4: 27,486 shares 27,486 $1.37M 0.02% +314 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,244 shares 1,244 $1.37M 0.02% +13 Timeline EAGG 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: 14,277 shares; 2024Q4: 18,574 shares; 2025Q1: 22,981 shares; 2025Q2: 22,564 shares; 2025Q3: 23,631 shares; 2025Q4: 28,384 shares 28,384 $1.36M 0.02% +4,753 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: 22,545 shares; 2024Q4: 12,227 shares; 2025Q1: 12,334 shares; 2025Q2: 14,024 shares; 2025Q3: 15,314 shares; 2025Q4: 17,071 shares 17,071 $1.36M 0.02% +1,757 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,294 shares; 2024Q4: 21,934 shares; 2025Q1: 22,609 shares; 2025Q2: 22,716 shares; 2025Q3: 17,292 shares; 2025Q4: 13,185 shares 13,185 $1.35M 0.02% -4,107 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 22,363 shares; 2025Q1: 62,642 shares; 2025Q2: 78,270 shares; 2025Q3: 39,751 shares; 2025Q4: 23,299 shares 23,299 $1.34M 0.02% -16,452 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: not reported; 2024Q4: 17,660 shares; 2025Q1: 20,296 shares; 2025Q2: 22,951 shares; 2025Q3: 23,163 shares; 2025Q4: 23,079 shares 23,079 $1.34M 0.02% -84 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: 51,735 shares; 2025Q2: 51,735 shares; 2025Q3: 22,097 shares; 2025Q4: 18,522 shares 18,522 $1.33M 0.02% -3,575 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 28,964 shares; 2025Q4: 29,429 shares 29,429 $1.33M 0.02% +465 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,474 shares; 2024Q4: 27,474 shares; 2025Q1: 27,474 shares; 2025Q2: 27,474 shares; 2025Q3: 27,299 shares; 2025Q4: 27,299 shares 27,299 $1.31M 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,451 shares; 2025Q1: 20,552 shares; 2025Q2: 27,380 shares; 2025Q3: 28,493 shares; 2025Q4: 17,475 shares 17,475 $1.31M 0.02% -11,018 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: 4,463 shares; 2024Q4: 8,058 shares; 2025Q1: 6,188 shares; 2025Q2: 3,503 shares; 2025Q3: 3,962 shares; 2025Q4: 4,133 shares 4,133 $1.29M 0.02% +171 Timeline VTYX VENTYX BIOSCIENCES INC More: the full row for VENTYX BIOSCIENCES 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: 142,193 shares; 2025Q4: 142,193 shares 142,193 $1.28M 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 13,733 shares; 2025Q1: 14,284 shares; 2025Q2: 18,258 shares; 2025Q3: 17,051 shares; 2025Q4: 15,085 shares 15,085 $1.28M 0.02% -1,966 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: 16,619 shares; 2024Q4: 18,437 shares; 2025Q1: 19,144 shares; 2025Q2: 24,631 shares; 2025Q3: 26,171 shares; 2025Q4: 16,178 shares 16,178 $1.28M 0.02% -9,993 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: 7,974 shares; 2025Q4: 24,122 shares 24,122 $1.27M 0.02% +16,148 Timeline EFAV 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: 14,196 shares; 2024Q4: 14,370 shares; 2025Q1: 14,353 shares; 2025Q2: 15,278 shares; 2025Q3: 15,180 shares; 2025Q4: 14,602 shares 14,602 $1.26M 0.02% -578 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,026 shares; 2025Q4: 23,744 shares 23,744 $1.25M 0.02% +8,718 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 11,010 shares; 2025Q1: 5,861 shares; 2025Q2: 6,467 shares; 2025Q3: 9,526 shares; 2025Q4: 9,673 shares 9,673 $1.25M 0.02% +147 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,058 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,018 shares 3,018 $1.25M 0.02% -849 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,997 shares; 2024Q4: 16,551 shares; 2025Q1: 17,511 shares; 2025Q2: 26,066 shares; 2025Q3: 34,402 shares; 2025Q4: 34,345 shares 34,345 $1.24M 0.02% -57 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: 5,789 shares; 2024Q4: 5,799 shares; 2025Q1: 6,377 shares; 2025Q2: 6,377 shares; 2025Q3: 6,347 shares; 2025Q4: 6,404 shares 6,404 $1.24M 0.02% +57 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,707 shares; 2025Q1: 6,732 shares; 2025Q2: 6,754 shares; 2025Q3: 8,144 shares; 2025Q4: 9,256 shares 9,256 $1.24M 0.02% +1,112 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 20,349 shares; 2025Q1: 20,380 shares; 2025Q2: 20,415 shares; 2025Q3: 20,293 shares; 2025Q4: 18,935 shares 18,935 $1.23M 0.02% -1,358 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 8,928 shares; 2025Q1: 13,827 shares; 2025Q2: 12,089 shares; 2025Q3: 11,315 shares; 2025Q4: 13,653 shares 13,653 $1.22M 0.02% +2,338 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,287 shares; 2025Q4: 61,287 shares 61,287 $1.21M 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 9,616 shares; 2025Q1: 9,419 shares; 2025Q2: 9,642 shares; 2025Q3: 12,083 shares; 2025Q4: 29,633 shares 29,633 $1.19M 0.02% +17,550 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 7,267 shares; 2025Q1: 7,439 shares; 2025Q2: 7,456 shares; 2025Q3: 7,026 shares; 2025Q4: 7,339 shares 7,339 $1.19M 0.02% +313 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 8,384 shares; 2025Q1: 9,984 shares; 2025Q2: 10,629 shares; 2025Q3: 12,140 shares; 2025Q4: 11,202 shares 11,202 $1.18M 0.02% -938 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: 7,030 shares; 2024Q4: 7,087 shares; 2025Q1: 7,098 shares; 2025Q2: 7,499 shares; 2025Q3: 15,583 shares; 2025Q4: 15,646 shares 15,646 $1.18M 0.02% +63 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,674 shares; 2025Q4: 4,279 shares 4,279 $1.18M 0.02% +1,605 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 63,267 shares; 2025Q1: 3,197 shares; 2025Q2: not reported; 2025Q3: 12,753 shares; 2025Q4: 13,498 shares 13,498 $1.18M 0.02% +745 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: 12,531 shares; 2024Q4: 10,414 shares; 2025Q1: 9,331 shares; 2025Q2: 9,349 shares; 2025Q3: 8,828 shares; 2025Q4: 8,301 shares 8,301 $1.17M 0.02% -527 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: 12,123 shares; 2024Q4: 10,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,259 shares; 2025Q4: 59,531 shares 59,531 $1.17M 0.02% +272 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 36,467 shares; 2025Q3: 36,700 shares; 2025Q4: 36,847 shares 36,847 $1.17M 0.02% +147 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: 2,664 shares; 2024Q4: 1,679 shares; 2025Q1: 1,698 shares; 2025Q2: 1,417 shares; 2025Q3: 3,414 shares; 2025Q4: 3,335 shares 3,335 $1.17M 0.02% -79 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: 67,358 shares; 2024Q4: 66,138 shares; 2025Q1: 63,902 shares; 2025Q2: 67,053 shares; 2025Q3: 70,071 shares; 2025Q4: 69,817 shares 69,817 $1.17M 0.02% -254 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,062 shares; 2025Q1: 11,788 shares; 2025Q2: 8,957 shares; 2025Q3: 9,001 shares; 2025Q4: 9,255 shares 9,255 $1.17M 0.02% +254 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261 shares; 2025Q2: 5,185 shares; 2025Q3: 5,395 shares; 2025Q4: 5,267 shares 5,267 $1.16M 0.02% -128 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,100 shares; 2025Q3: 30,638 shares; 2025Q4: 30,649 shares 30,649 $1.15M 0.02% +11 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: 1,308 shares; 2024Q4: 1,324 shares; 2025Q1: 1,345 shares; 2025Q2: 3,131 shares; 2025Q3: 3,469 shares; 2025Q4: 3,948 shares 3,948 $1.14M 0.02% +479 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,934 shares; 2025Q1: 3,381 shares; 2025Q2: 11,832 shares; 2025Q3: 13,076 shares; 2025Q4: 14,151 shares 14,151 $1.14M 0.02% +1,075 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: 2,905 shares; 2025Q2: 4,805 shares; 2025Q3: 10,598 shares; 2025Q4: 11,022 shares 11,022 $1.13M 0.02% +424 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,267 shares; 2025Q1: 3,336 shares; 2025Q2: 5,169 shares; 2025Q3: 4,646 shares; 2025Q4: 11,029 shares 11,029 $1.13M 0.02% +6,383 Timeline GOVT 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: 25,307 shares; 2024Q4: 15,302 shares; 2025Q1: 15,252 shares; 2025Q2: 29,451 shares; 2025Q3: 32,431 shares; 2025Q4: 48,612 shares 48,612 $1.12M 0.02% +16,181 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: 6,019 shares; 2024Q4: 6,686 shares; 2025Q1: 7,060 shares; 2025Q2: 7,507 shares; 2025Q3: 9,506 shares; 2025Q4: 10,127 shares 10,127 $1.12M 0.01% +621 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: 15,111 shares; 2024Q4: 16,876 shares; 2025Q1: 17,745 shares; 2025Q2: 17,990 shares; 2025Q3: 20,496 shares; 2025Q4: 21,105 shares 21,105 $1.12M 0.01% +609 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,934 shares; 2025Q2: 28,934 shares; 2025Q3: 26,267 shares; 2025Q4: 26,308 shares 26,308 $1.11M 0.01% +41 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: 4,364 shares; 2024Q4: 6,335 shares; 2025Q1: 16,713 shares; 2025Q2: 15,958 shares; 2025Q3: 15,958 shares; 2025Q4: 15,194 shares 15,194 $1.09M 0.01% -764 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 19,196 shares; 2025Q3: 16,078 shares; 2025Q4: 15,734 shares 15,734 $1.08M 0.01% -344 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 16,091 shares; 2025Q1: 12,713 shares; 2025Q2: 12,421 shares; 2025Q3: 11,454 shares; 2025Q4: 23,660 shares 23,660 $1.07M 0.01% +12,206 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: 5,898 shares; 2024Q4: 4,247 shares; 2025Q1: 5,834 shares; 2025Q2: 9,060 shares; 2025Q3: 11,364 shares; 2025Q4: 8,238 shares 8,238 $1.06M 0.01% -3,126 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,866 shares; 2024Q4: 16,190 shares; 2025Q1: 16,522 shares; 2025Q2: 18,547 shares; 2025Q3: 18,682 shares; 2025Q4: 18,471 shares 18,471 $1.06M 0.01% -211 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: not reported; 2024Q4: 5,972 shares; 2025Q1: 11,060 shares; 2025Q2: 21,435 shares; 2025Q3: 24,508 shares; 2025Q4: 24,306 shares 24,306 $1.06M 0.01% -202 Timeline DSI 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: 10,196 shares; 2024Q4: 10,066 shares; 2025Q1: 8,496 shares; 2025Q2: 8,497 shares; 2025Q3: 8,221 shares; 2025Q4: 8,134 shares 8,134 $1.05M 0.01% -87 Timeline BOXX 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: not reported; 2024Q4: 9,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,087 shares; 2025Q4: 9,087 shares 9,087 $1.05M 0.01% 0 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: 8,187 shares; 2024Q4: 8,452 shares; 2025Q1: 8,614 shares; 2025Q2: 8,500 shares; 2025Q3: 8,527 shares; 2025Q4: 7,938 shares 7,938 $1.04M 0.01% -589 Timeline TGT TARGET CORP More: the full row for TARGET 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: 10,666 shares 10,666 $1.04M 0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,299 shares; 2025Q1: 2,823 shares; 2025Q2: 3,827 shares; 2025Q3: 3,571 shares; 2025Q4: 3,078 shares 3,078 $1.04M 0.01% -493 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT 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: 93,000 shares; 2025Q2: 230,000 shares; 2025Q3: 218,000 shares; 2025Q4: 225,000 shares 225,000 $1.03M 0.01% +7,000 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 5,819 shares; 2025Q1: 5,724 shares; 2025Q2: 8,690 shares; 2025Q3: 12,899 shares; 2025Q4: 9,846 shares 9,846 $1.03M 0.01% -3,053 Timeline RWJ 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: 23,419 shares; 2024Q4: 22,186 shares; 2025Q1: 22,152 shares; 2025Q2: 21,450 shares; 2025Q3: 21,069 shares; 2025Q4: 21,063 shares 21,063 $1.03M 0.01% -6 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,779 shares; 2024Q4: 35,096 shares; 2025Q1: 31,626 shares; 2025Q2: 35,095 shares; 2025Q3: 34,690 shares; 2025Q4: 36,081 shares 36,081 $1.02M 0.01% +1,391 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 13,500 shares 13,500 $1.02M 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 5,813 shares; 2025Q1: 15,073 shares; 2025Q2: 15,057 shares; 2025Q3: 14,602 shares; 2025Q4: 14,602 shares 14,602 $1.01M 0.01% 0 Timeline AGZ 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: 4,013 shares; 2024Q4: 4,548 shares; 2025Q1: 5,186 shares; 2025Q2: 6,698 shares; 2025Q3: 8,617 shares; 2025Q4: 9,181 shares 9,181 $1.01M 0.01% +564 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,150 shares; 2025Q1: 4,386 shares; 2025Q2: 5,412 shares; 2025Q3: 5,927 shares; 2025Q4: 8,444 shares 8,444 $1.01M 0.01% +2,517 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,054 shares; 2025Q2: 11,879 shares; 2025Q3: 11,554 shares; 2025Q4: 12,035 shares 12,035 $1.01M 0.01% +481 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: 5,275 shares; 2024Q4: 5,307 shares; 2025Q1: 5,342 shares; 2025Q2: 5,342 shares; 2025Q3: 5,385 shares; 2025Q4: 5,600 shares 5,600 $993K 0.01% +215 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,485 shares; 2025Q1: 3,527 shares; 2025Q2: 4,004 shares; 2025Q3: 4,132 shares; 2025Q4: 4,544 shares 4,544 $986K 0.01% +412 Timeline ESGV 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: 8,373 shares; 2024Q4: 7,729 shares; 2025Q1: 7,739 shares; 2025Q2: 7,749 shares; 2025Q3: 8,142 shares; 2025Q4: 8,152 shares 8,152 $986K 0.01% +10 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,091 shares; 2024Q4: 15,399 shares; 2025Q1: 15,798 shares; 2025Q2: 28,252 shares; 2025Q3: 27,324 shares; 2025Q4: 30,727 shares 30,727 $985K 0.01% +3,403 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,055 shares; 2025Q1: 12,098 shares; 2025Q2: 12,498 shares; 2025Q3: 11,376 shares; 2025Q4: 11,410 shares 11,410 $979K 0.01% +34 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: 10,396 shares; 2024Q4: 5,866 shares; 2025Q1: 5,870 shares; 2025Q2: 6,287 shares; 2025Q3: 5,331 shares; 2025Q4: 5,367 shares 5,367 $973K 0.01% +36 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: 15,139 shares; 2024Q4: 17,294 shares; 2025Q1: 18,751 shares; 2025Q2: 23,698 shares; 2025Q3: 20,805 shares; 2025Q4: 16,606 shares 16,606 $969K 0.01% -4,199 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,624 shares; 2024Q4: 15,719 shares; 2025Q1: 15,278 shares; 2025Q2: 10,933 shares; 2025Q3: 10,169 shares; 2025Q4: 9,647 shares 9,647 $957K 0.01% -522 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: 2,992 shares; 2024Q4: 2,975 shares; 2025Q1: 1,521 shares; 2025Q2: 3,569 shares; 2025Q3: 4,104 shares; 2025Q4: 3,857 shares 3,857 $953K 0.01% -247 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,998 shares; 2025Q1: 3,781 shares; 2025Q2: 3,920 shares; 2025Q3: 3,958 shares; 2025Q4: 3,676 shares 3,676 $951K 0.01% -282 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 2,431 shares; 2025Q1: 2,625 shares; 2025Q2: 3,064 shares; 2025Q3: 3,363 shares; 2025Q4: 3,465 shares 3,465 $946K 0.01% +102 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,846 shares; 2025Q1: 3,957 shares; 2025Q2: 6,154 shares; 2025Q3: 7,521 shares; 2025Q4: 7,722 shares 7,722 $942K 0.01% +201 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,306 shares; 2024Q4: 56,955 shares; 2025Q1: 69,630 shares; 2025Q2: 74,862 shares; 2025Q3: 69,269 shares; 2025Q4: 30,358 shares 30,358 $940K 0.01% -38,911 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: 681 shares; 2025Q2: 931 shares; 2025Q3: 994 shares; 2025Q4: 1,024 shares 1,024 $928K 0.01% +30 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE 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: not reported; 2025Q2: not reported; 2025Q3: 2,797 shares; 2025Q4: 13,547 shares 13,547 $926K 0.01% +10,750 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 3,638 shares; 2025Q4: 5,321 shares 5,321 $917K 0.01% +1,683 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: 4,017 shares; 2024Q4: 4,017 shares; 2025Q1: 4,048 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 6,132 shares 6,132 $912K 0.01% +2,115 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: 10,523 shares; 2024Q4: 3,138 shares; 2025Q1: 2,974 shares; 2025Q2: 6,160 shares; 2025Q3: 11,204 shares; 2025Q4: 11,220 shares 11,220 $906K 0.01% +16 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,321 shares; 2025Q4: 12,618 shares 12,618 $904K 0.01% +2,297 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,390 shares; 2025Q1: 3,493 shares; 2025Q2: 4,249 shares; 2025Q3: 4,551 shares; 2025Q4: 4,256 shares 4,256 $901K 0.01% -295 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,196 shares; 2025Q3: 26,290 shares; 2025Q4: 26,225 shares 26,225 $899K 0.01% -65 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,890 shares; 2025Q4: 261,890 shares 261,890 $896K 0.01% 0 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS 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: 96,000 shares; 2025Q3: 89,000 shares; 2025Q4: 104,000 shares 104,000 $889K 0.01% +15,000 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,936 shares; 2025Q2: 12,479 shares; 2025Q3: 18,846 shares; 2025Q4: 18,875 shares 18,875 $874K 0.01% +29 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: 3,224 shares; 2024Q4: 3,120 shares; 2025Q1: 3,005 shares; 2025Q2: 5,954 shares; 2025Q3: 7,211 shares; 2025Q4: 7,760 shares 7,760 $871K 0.01% +549 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 3,700 shares; 2025Q2: 3,613 shares; 2025Q3: 3,808 shares; 2025Q4: 3,908 shares 3,908 $865K 0.01% +100 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: 2,425 shares; 2024Q4: 2,404 shares; 2025Q1: 2,405 shares; 2025Q2: 2,406 shares; 2025Q3: 2,407 shares; 2025Q4: 2,793 shares 2,793 $863K 0.01% +386 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,243 shares; 2024Q4: 7,905 shares; 2025Q1: 4,627 shares; 2025Q2: 5,194 shares; 2025Q3: 5,536 shares; 2025Q4: 6,197 shares 6,197 $858K 0.01% +661 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,532 shares; 2025Q1: 2,716 shares; 2025Q2: 3,162 shares; 2025Q3: 3,838 shares; 2025Q4: 4,092 shares 4,092 $856K 0.01% +254 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 1,432 shares; 2025Q4: 1,471 shares 1,471 $851K 0.01% +39 Timeline SH 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: 32,521 shares; 2025Q2: 23,097 shares; 2025Q3: 23,337 shares; 2025Q4: 23,473 shares 23,473 $846K 0.01% +136 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: 17,152 shares; 2024Q4: 25,030 shares; 2025Q1: 25,059 shares; 2025Q2: 32,687 shares; 2025Q3: 31,265 shares; 2025Q4: 31,279 shares 31,279 $842K 0.01% +14 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,151 shares; 2025Q1: 4,962 shares; 2025Q2: 7,084 shares; 2025Q3: 11,059 shares; 2025Q4: 11,382 shares 11,382 $841K 0.01% +323 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,706 shares; 2025Q4: 51,103 shares 51,103 $840K 0.01% +397 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,900 shares; 2025Q1: 1,931 shares; 2025Q2: 1,976 shares; 2025Q3: 1,693 shares; 2025Q4: 1,460 shares 1,460 $838K 0.01% -233 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: 2,585 shares; 2025Q1: 2,729 shares; 2025Q2: 3,451 shares; 2025Q3: 3,895 shares; 2025Q4: 4,651 shares 4,651 $838K 0.01% +756 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: 3,994 shares; 2024Q4: 4,237 shares; 2025Q1: 4,291 shares; 2025Q2: 5,418 shares; 2025Q3: 4,531 shares; 2025Q4: 3,897 shares 3,897 $837K 0.01% -634 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,883 shares; 2025Q2: 3,242 shares; 2025Q3: 3,645 shares; 2025Q4: 3,677 shares 3,677 $831K 0.01% +32 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 6,450 shares; 2025Q4: 6,413 shares 6,413 $828K 0.01% -37 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: 6,860 shares; 2024Q4: 6,885 shares; 2025Q1: 6,903 shares; 2025Q2: 6,887 shares; 2025Q3: 7,272 shares; 2025Q4: 7,269 shares 7,269 $827K 0.01% -3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,716 shares; 2025Q1: 3,798 shares; 2025Q2: 4,934 shares; 2025Q3: 5,957 shares; 2025Q4: 5,067 shares 5,067 $825K 0.01% -890 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,733 shares; 2025Q1: 13,527 shares; 2025Q2: 15,211 shares; 2025Q3: 25,094 shares; 2025Q4: 28,540 shares 28,540 $823K 0.01% +3,446 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,216 shares; 2025Q1: 21,249 shares; 2025Q2: 21,297 shares; 2025Q3: 22,308 shares; 2025Q4: 23,773 shares 23,773 $819K 0.01% +1,465 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 794 shares; 2025Q2: 864 shares; 2025Q3: 6,504 shares; 2025Q4: 5,373 shares 5,373 $816K 0.01% -1,131 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 2,889 shares; 2025Q1: 2,385 shares; 2025Q2: 3,053 shares; 2025Q3: 3,584 shares; 2025Q4: 3,568 shares 3,568 $812K 0.01% -16 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,443 shares; 2025Q1: 7,533 shares; 2025Q2: 7,624 shares; 2025Q3: 7,956 shares; 2025Q4: 8,045 shares 8,045 $810K 0.01% +89 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: 17,256 shares; 2024Q4: 17,256 shares; 2025Q1: 17,256 shares; 2025Q2: 17,256 shares; 2025Q3: 17,256 shares; 2025Q4: 17,256 shares 17,256 $805K 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: 9,548 shares; 2024Q4: 14,633 shares; 2025Q1: 16,711 shares; 2025Q2: 17,190 shares; 2025Q3: 14,349 shares; 2025Q4: 16,337 shares 16,337 $804K 0.01% +1,988 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN 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: 9,191 shares; 2025Q2: 27,573 shares; 2025Q3: 27,573 shares; 2025Q4: 27,573 shares 27,573 $801K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,403 shares; 2025Q4: 11,514 shares 11,514 $799K 0.01% +1,111 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: 6,885 shares; 2025Q1: 6,693 shares; 2025Q2: 7,097 shares; 2025Q3: 7,673 shares; 2025Q4: 9,159 shares 9,159 $790K 0.01% +1,486 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,210 shares; 2025Q1: 40,210 shares; 2025Q2: 40,210 shares; 2025Q3: 40,210 shares; 2025Q4: 40,070 shares 40,070 $784K 0.01% -140 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: 5,629 shares; 2024Q4: 5,620 shares; 2025Q1: 5,624 shares; 2025Q2: 5,493 shares; 2025Q3: 5,497 shares; 2025Q4: 5,503 shares 5,503 $777K 0.01% +6 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: 3,070 shares; 2024Q4: 3,097 shares; 2025Q1: 3,114 shares; 2025Q2: 3,169 shares; 2025Q3: 3,311 shares; 2025Q4: 3,474 shares 3,474 $776K 0.01% +163 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,326 shares; 2024Q4: 11,337 shares; 2025Q1: 11,349 shares; 2025Q2: 10,947 shares; 2025Q3: 10,890 shares; 2025Q4: 10,846 shares 10,846 $775K 0.01% -44 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,674 shares; 2025Q1: 1,681 shares; 2025Q2: 2,221 shares; 2025Q3: 1,606 shares; 2025Q4: 1,724 shares 1,724 $767K 0.01% +118 Timeline SMLF 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: 10,571 shares; 2025Q3: 11,187 shares; 2025Q4: 10,184 shares 10,184 $763K 0.01% -1,003 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 6,666 shares; 2025Q1: 9,754 shares; 2025Q2: 7,481 shares; 2025Q3: 7,482 shares; 2025Q4: 10,884 shares 10,884 $756K 0.01% +3,402 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 3,901 shares; 2025Q1: 4,789 shares; 2025Q2: 15,698 shares; 2025Q3: 21,210 shares; 2025Q4: 18,816 shares 18,816 $755K 0.01% -2,394 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,710 shares; 2025Q1: 10,733 shares; 2025Q2: 10,762 shares; 2025Q3: 10,792 shares; 2025Q4: 10,823 shares 10,823 $754K 0.01% +31 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: 3,114 shares; 2025Q1: 7,125 shares; 2025Q2: 7,552 shares; 2025Q3: 10,306 shares; 2025Q4: 10,121 shares 10,121 $750K 0.01% -185 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 1,077 shares; 2025Q2: 1,243 shares; 2025Q3: 4,300 shares; 2025Q4: 3,838 shares 3,838 $746K 0.01% -462 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,773 shares; 2025Q1: 2,730 shares; 2025Q2: 3,255 shares; 2025Q3: 3,265 shares; 2025Q4: 3,592 shares 3,592 $738K 0.01% +327 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,666 shares; 2025Q1: 141,910 shares; 2025Q2: 125,186 shares; 2025Q3: 129,691 shares; 2025Q4: 15,730 shares 15,730 $731K 0.01% -113,961 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: 2,259 shares; 2024Q4: 2,845 shares; 2025Q1: 2,808 shares; 2025Q2: 4,020 shares; 2025Q3: 4,201 shares; 2025Q4: 2,849 shares 2,849 $729K 0.01% -1,352 Timeline GVI 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: 21,163 shares; 2025Q1: 13,083 shares; 2025Q2: 12,772 shares; 2025Q3: 8,263 shares; 2025Q4: 6,732 shares 6,732 $723K 0.01% -1,531 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,000 shares; 2024Q4: 900,000 shares; 2025Q1: 880,000 shares; 2025Q2: 880,005 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $720K 0.01% 0 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: 315 shares; 2024Q4: 316 shares; 2025Q1: 319 shares; 2025Q2: 340 shares; 2025Q3: 345 shares; 2025Q4: 335 shares 335 $720K 0.01% -10 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: 12,824 shares; 2024Q4: 12,933 shares; 2025Q1: 13,333 shares; 2025Q2: 13,960 shares; 2025Q3: 15,394 shares; 2025Q4: 10,713 shares 10,713 $720K 0.01% -4,681 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 5,234 shares; 2025Q1: 6,538 shares; 2025Q2: 8,313 shares; 2025Q3: 9,379 shares; 2025Q4: 8,382 shares 8,382 $717K 0.01% -997 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,235 shares; 2024Q4: 85,235 shares; 2025Q1: 85,235 shares; 2025Q2: 85,235 shares; 2025Q3: 57,601 shares; 2025Q4: 57,601 shares 57,601 $716K 0.01% 0 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: 5,857 shares; 2024Q4: 5,990 shares; 2025Q1: 5,915 shares; 2025Q2: 5,860 shares; 2025Q3: 10,945 shares; 2025Q4: 10,460 shares 10,460 $715K 0.01% -485 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,337 shares; 2024Q4: 14,618 shares; 2025Q1: 8,858 shares; 2025Q2: 8,895 shares; 2025Q3: 8,524 shares; 2025Q4: 8,266 shares 8,266 $715K 0.01% -258 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: 4,629 shares; 2024Q4: 4,810 shares; 2025Q1: 4,793 shares; 2025Q2: 5,131 shares; 2025Q3: 4,656 shares; 2025Q4: 4,367 shares 4,367 $712K 0.01% -289 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,288 shares; 2025Q2: 6,716 shares; 2025Q3: 4,066 shares; 2025Q4: 4,156 shares 4,156 $709K 0.01% +90 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: 102 shares; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 144 shares; 2025Q3: 317 shares; 2025Q4: 351 shares 351 $708K 0.01% +34 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,426 shares; 2025Q1: 9,446 shares; 2025Q2: 9,446 shares; 2025Q3: 9,446 shares; 2025Q4: 9,679 shares 9,679 $705K 0.01% +233 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,484 shares; 2025Q1: 6,191 shares; 2025Q2: 8,971 shares; 2025Q3: 9,587 shares; 2025Q4: 8,380 shares 8,380 $703K 0.01% -1,207 Timeline SLQD 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: 5,729 shares; 2025Q3: 5,666 shares; 2025Q4: 13,722 shares 13,722 $696K 0.01% +8,056 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,507 shares; 2025Q3: 14,621 shares; 2025Q4: 13,453 shares 13,453 $684K 0.01% -1,168 Timeline JCPI 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: 13,474 shares; 2024Q4: 13,600 shares; 2025Q1: 13,729 shares; 2025Q2: 13,866 shares; 2025Q3: 14,005 shares; 2025Q4: 14,144 shares 14,144 $684K 0.01% +139 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,469 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,378 shares; 2025Q4: 1,728 shares 1,728 $681K 0.01% +350 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: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 1,314 shares; 2025Q3: 1,358 shares; 2025Q4: 1,088 shares 1,088 $678K 0.01% -270 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 12,189 shares; 2025Q1: 11,308 shares; 2025Q2: 12,609 shares; 2025Q3: 12,805 shares; 2025Q4: 10,746 shares 10,746 $671K 0.01% -2,059 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 2,962 shares; 2025Q4: 3,260 shares 3,260 $670K 0.01% +298 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,878 shares; 2025Q1: 2,982 shares; 2025Q2: 3,057 shares; 2025Q3: 2,972 shares; 2025Q4: 3,426 shares 3,426 $669K 0.01% +454 Timeline VIS 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: 1,237 shares; 2024Q4: 1,242 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 2,219 shares 2,219 $662K 0.01% +975 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,662 shares; 2024Q4: 77,955 shares; 2025Q1: 74,034 shares; 2025Q2: 74,350 shares; 2025Q3: 72,703 shares; 2025Q4: 72,703 shares 72,703 $658K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares 1,399 $657K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,249 shares; 2025Q1: 1,231 shares; 2025Q2: 1,754 shares; 2025Q3: 1,889 shares; 2025Q4: 2,217 shares 2,217 $656K 0.01% +328 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,189 shares; 2025Q1: 2,192 shares; 2025Q2: 2,465 shares; 2025Q3: 2,200 shares; 2025Q4: 3,284 shares 3,284 $652K 0.01% +1,084 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: 4,016 shares; 2024Q4: 16,066 shares; 2025Q1: 18,192 shares; 2025Q2: 18,195 shares; 2025Q3: 20,589 shares; 2025Q4: 19,984 shares 19,984 $652K 0.01% -605 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 410,000 shares; 2025Q3: 110,350 shares; 2025Q4: 110,350 shares 110,350 $643K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 6,254 shares; 2025Q1: 6,113 shares; 2025Q2: 6,989 shares; 2025Q3: 7,181 shares; 2025Q4: 7,824 shares 7,824 $641K 0.01% +643 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,409 shares; 2025Q3: 14,409 shares; 2025Q4: 14,409 shares 14,409 $640K 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: 2,793 shares; 2024Q4: 3,327 shares; 2025Q1: 2,902 shares; 2025Q2: 2,954 shares; 2025Q3: 3,658 shares; 2025Q4: 3,963 shares 3,963 $637K 0.01% +305 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: 1,798 shares; 2025Q1: 1,891 shares; 2025Q2: 2,296 shares; 2025Q3: 2,427 shares; 2025Q4: 2,280 shares 2,280 $636K 0.01% -147 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 2,149 shares; 2025Q1: 2,487 shares; 2025Q2: 2,917 shares; 2025Q3: 3,004 shares; 2025Q4: 3,150 shares 3,150 $635K 0.01% +146 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,820 shares; 2025Q1: 2,785 shares; 2025Q2: 2,298 shares; 2025Q3: 2,561 shares; 2025Q4: 2,803 shares 2,803 $632K 0.01% +242 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: 3,942 shares; 2024Q4: 1,622 shares; 2025Q1: 2,964 shares; 2025Q2: 3,034 shares; 2025Q3: 3,640 shares; 2025Q4: 3,226 shares 3,226 $626K 0.01% -414 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 4,180 shares; 2025Q1: 4,439 shares; 2025Q2: 4,831 shares; 2025Q3: 5,418 shares; 2025Q4: 5,717 shares 5,717 $626K 0.01% +299 Timeline