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: 61,446 shares; 2024Q4: 68,202 shares; 2025Q1: 225,917 shares; 2025Q2: 211,720 shares; 2025Q3: 219,978 shares; 2025Q4: 222,055 shares 222,055 $60.4M 4.51% +2,077 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: 9,976 shares; 2024Q4: 8,513 shares; 2025Q1: 159,464 shares; 2025Q2: 137,338 shares; 2025Q3: 136,111 shares; 2025Q4: 137,575 shares 137,575 $43.2M 3.23% +1,464 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: 17,203 shares; 2024Q4: 17,333 shares; 2025Q1: 76,260 shares; 2025Q2: 76,386 shares; 2025Q3: 75,362 shares; 2025Q4: 75,673 shares 75,673 $36.6M 2.74% +311 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: 523,421 shares; 2024Q4: 501,725 shares; 2025Q1: 631,124 shares; 2025Q2: 630,278 shares; 2025Q3: 617,926 shares; 2025Q4: 604,267 shares 604,267 $34.6M 2.59% -13,659 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: 18,470 shares; 2024Q4: 18,407 shares; 2025Q1: 160,334 shares; 2025Q2: 175,561 shares; 2025Q3: 171,453 shares; 2025Q4: 170,938 shares 170,938 $31.9M 2.38% -515 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: not reported; 2024Q4: not reported; 2025Q1: 982,226 shares; 2025Q2: 1,020,323 shares; 2025Q3: 1,051,797 shares; 2025Q4: 1,113,617 shares 1,113,617 $30.5M 2.28% +61,820 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: 22,058 shares; 2024Q4: 24,986 shares; 2025Q1: 125,677 shares; 2025Q2: 128,425 shares; 2025Q3: 131,291 shares; 2025Q4: 132,027 shares 132,027 $30.5M 2.28% +736 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623,508 shares; 2024Q4: 3,272,608 shares; 2025Q1: 3,201,078 shares; 2025Q2: 2,892,203 shares; 2025Q3: 2,522,877 shares; 2025Q4: 2,469,105 shares 2,469,105 $29.1M 2.17% -53,772 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: 16,539 shares; 2024Q4: 16,955 shares; 2025Q1: 68,299 shares; 2025Q2: 74,556 shares; 2025Q3: 75,273 shares; 2025Q4: 73,107 shares 73,107 $22.9M 1.71% -2,166 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: 124,348 shares; 2024Q4: 124,791 shares; 2025Q1: 208,183 shares; 2025Q2: 212,689 shares; 2025Q3: 279,615 shares; 2025Q4: 278,128 shares 278,128 $22.6M 1.69% -1,487 Timeline EIPI 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: 686,742 shares; 2024Q4: 737,747 shares; 2025Q1: 872,895 shares; 2025Q2: 892,783 shares; 2025Q3: 968,261 shares; 2025Q4: 992,672 shares 992,672 $19.7M 1.47% +24,411 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 763,691 shares; 2025Q2: 751,990 shares; 2025Q3: 748,007 shares; 2025Q4: 740,530 shares 740,530 $19.4M 1.45% -7,477 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,311 shares; 2025Q2: 169,103 shares; 2025Q3: 169,093 shares; 2025Q4: 169,779 shares 169,779 $19.3M 1.44% +686 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184,966 shares; 2025Q2: 245,501 shares; 2025Q3: 295,800 shares; 2025Q4: 386,109 shares 386,109 $17.5M 1.31% +90,309 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272,088 shares; 2025Q4: 331,187 shares 331,187 $16.6M 1.24% +59,099 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: 9,762 shares; 2024Q4: 10,096 shares; 2025Q1: 46,984 shares; 2025Q2: 46,309 shares; 2025Q3: 45,158 shares; 2025Q4: 46,623 shares 46,623 $15M 1.12% +1,465 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: 16,967 shares; 2024Q4: 18,613 shares; 2025Q1: 20,010 shares; 2025Q2: 24,532 shares; 2025Q3: 26,470 shares; 2025Q4: 28,636 shares 28,636 $14M 1.04% +2,166 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: 1,053 shares; 2024Q4: not reported; 2025Q1: 59,870 shares; 2025Q2: 60,910 shares; 2025Q3: 60,845 shares; 2025Q4: 59,668 shares 59,668 $13.6M 1.02% -1,177 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: 35,108 shares; 2024Q4: 37,007 shares; 2025Q1: 45,994 shares; 2025Q2: 56,636 shares; 2025Q3: 87,067 shares; 2025Q4: 150,501 shares 150,501 $13.5M 1.01% +63,434 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: 17,748 shares; 2024Q4: 17,162 shares; 2025Q1: 63,205 shares; 2025Q2: 63,671 shares; 2025Q3: 64,475 shares; 2025Q4: 64,516 shares 64,516 $13.4M 1% +41 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: 2,636 shares; 2024Q4: 2,636 shares; 2025Q1: 44,545 shares; 2025Q2: 60,100 shares; 2025Q3: 66,929 shares; 2025Q4: 67,589 shares 67,589 $13.2M 0.99% +660 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: 10,019 shares; 2024Q4: 6,677 shares; 2025Q1: 19,229 shares; 2025Q2: 20,107 shares; 2025Q3: 19,197 shares; 2025Q4: 19,267 shares 19,267 $12.7M 0.95% +70 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: not reported; 2024Q4: not reported; 2025Q1: 82,990 shares; 2025Q2: 81,936 shares; 2025Q3: 82,761 shares; 2025Q4: 106,267 shares 106,267 $12.1M 0.9% +23,506 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: not reported; 2024Q4: not reported; 2025Q1: 41,196 shares; 2025Q2: 46,481 shares; 2025Q3: 41,527 shares; 2025Q4: 80,074 shares 80,074 $11.5M 0.86% +38,547 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,219 shares; 2025Q2: 10,825 shares; 2025Q3: 11,089 shares; 2025Q4: 10,624 shares 10,624 $11.4M 0.85% -465 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: 7,591 shares; 2024Q4: 7,603 shares; 2025Q1: 15,181 shares; 2025Q2: 16,782 shares; 2025Q3: 15,658 shares; 2025Q4: 15,855 shares 15,855 $10.8M 0.81% +197 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,627 shares; 2024Q4: 169,154 shares; 2025Q1: 191,594 shares; 2025Q2: 193,450 shares; 2025Q3: 206,907 shares; 2025Q4: 214,268 shares 214,268 $10.5M 0.79% +7,361 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174,286 shares; 2025Q2: 137,169 shares; 2025Q3: 144,228 shares; 2025Q4: 191,621 shares 191,621 $10.5M 0.78% +47,393 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: 1,349,951 shares; 2024Q4: 1,282,010 shares; 2025Q1: 1,237,635 shares; 2025Q2: 1,237,635 shares; 2025Q3: 1,115,260 shares; 2025Q4: 1,055,260 shares 1,055,260 $10.5M 0.78% -60,000 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: 17,547 shares; 2024Q4: 34,649 shares; 2025Q1: 54,948 shares; 2025Q2: 54,866 shares; 2025Q3: 55,570 shares; 2025Q4: 55,568 shares 55,568 $10.2M 0.77% -2 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: 5,384 shares; 2024Q4: 5,388 shares; 2025Q1: 44,777 shares; 2025Q2: 53,359 shares; 2025Q3: 54,477 shares; 2025Q4: 54,702 shares 54,702 $10M 0.75% +225 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,105 shares; 2025Q2: 120,931 shares; 2025Q3: 120,738 shares; 2025Q4: 128,038 shares 128,038 $9.42M 0.7% +7,300 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: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 16,464 shares; 2025Q2: 16,846 shares; 2025Q3: 16,746 shares; 2025Q4: 18,585 shares 18,585 $9.34M 0.7% +1,839 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: 153,700 shares; 2024Q4: 159,583 shares; 2025Q1: 159,935 shares; 2025Q2: 161,006 shares; 2025Q3: 159,131 shares; 2025Q4: 159,581 shares 159,581 $9.27M 0.69% +450 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: 20,028 shares; 2024Q4: 22,335 shares; 2025Q1: 28,505 shares; 2025Q2: 27,973 shares; 2025Q3: 33,014 shares; 2025Q4: 47,892 shares 47,892 $9.15M 0.68% +14,878 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,246 shares; 2025Q2: 63,937 shares; 2025Q3: 59,020 shares; 2025Q4: 31,975 shares 31,975 $9.13M 0.68% -27,045 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: not reported; 2024Q4: not reported; 2025Q1: 34,166 shares; 2025Q2: 36,277 shares; 2025Q3: 37,766 shares; 2025Q4: 71,794 shares 71,794 $8.63M 0.64% +34,028 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,604 shares; 2025Q2: 42,613 shares; 2025Q3: 42,520 shares; 2025Q4: 69,616 shares 69,616 $8.54M 0.64% +27,096 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,022 shares; 2025Q2: 35,855 shares; 2025Q3: 182,504 shares; 2025Q4: 187,599 shares 187,599 $8.34M 0.62% +5,095 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,659 shares; 2025Q2: 116,325 shares; 2025Q3: 116,068 shares; 2025Q4: 116,337 shares 116,337 $8.08M 0.6% +269 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,370 shares; 2025Q2: 33,122 shares; 2025Q3: 33,051 shares; 2025Q4: 33,159 shares 33,159 $8.04M 0.6% +108 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: 28,068 shares; 2024Q4: 28,108 shares; 2025Q1: 92,743 shares; 2025Q2: 89,582 shares; 2025Q3: 76,394 shares; 2025Q4: 70,853 shares 70,853 $7.89M 0.59% -5,541 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,295 shares; 2025Q2: 65,468 shares; 2025Q3: 64,305 shares; 2025Q4: 64,649 shares 64,649 $7.61M 0.57% +344 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: 37,438 shares; 2024Q4: 36,799 shares; 2025Q1: 52,506 shares; 2025Q2: 52,086 shares; 2025Q3: 49,411 shares; 2025Q4: 48,646 shares 48,646 $7.5M 0.56% -765 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: 105,395 shares; 2024Q4: 106,532 shares; 2025Q1: 146,830 shares; 2025Q2: 148,337 shares; 2025Q3: 149,454 shares; 2025Q4: 62,000 shares 62,000 $7.46M 0.56% -87,454 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: not reported; 2024Q4: not reported; 2025Q1: 59,825 shares; 2025Q2: 61,451 shares; 2025Q3: 48,202 shares; 2025Q4: 45,399 shares 45,399 $7.03M 0.53% -2,803 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: not reported; 2024Q4: not reported; 2025Q1: 41,365 shares; 2025Q2: 42,554 shares; 2025Q3: 51,451 shares; 2025Q4: 58,644 shares 58,644 $7M 0.52% +7,193 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: 522,960 shares; 2024Q4: 272,880 shares; 2025Q1: 173,693 shares; 2025Q2: 174,421 shares; 2025Q3: 174,521 shares; 2025Q4: 202,821 shares 202,821 $6.99M 0.52% +28,300 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 498,182 shares 498,182 $6.76M 0.51% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,115 shares; 2025Q1: 16,317 shares; 2025Q2: 16,332 shares; 2025Q3: 16,332 shares; 2025Q4: 16,880 shares 16,880 $6.69M 0.5% +548 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 5,877,806 shares; 2025Q3: 5,341,232 shares; 2025Q4: 715,745 shares 715,745 $6.53M 0.49% -4,625,487 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: 169,830 shares; 2025Q2: 200,572 shares; 2025Q3: 214,440 shares; 2025Q4: 242,859 shares 242,859 $6.48M 0.48% +28,419 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: 53,240 shares; 2024Q4: 50,195 shares; 2025Q1: 54,690 shares; 2025Q2: 54,201 shares; 2025Q3: 49,389 shares; 2025Q4: 47,981 shares 47,981 $6.12M 0.46% -1,408 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: not reported; 2024Q4: 763 shares; 2025Q1: 18,594 shares; 2025Q2: 19,538 shares; 2025Q3: 19,118 shares; 2025Q4: 21,061 shares 21,061 $6.11M 0.46% +1,943 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,384 shares; 2025Q1: 17,048 shares; 2025Q2: 20,893 shares; 2025Q3: 18,981 shares; 2025Q4: 17,641 shares 17,641 $6.11M 0.46% -1,340 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: 5,660 shares; 2024Q4: 5,708 shares; 2025Q1: 17,499 shares; 2025Q2: 17,685 shares; 2025Q3: 17,718 shares; 2025Q4: 17,506 shares 17,506 $6.02M 0.45% -212 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: 44,162 shares; 2024Q4: 44,162 shares; 2025Q1: 44,210 shares; 2025Q2: 43,996 shares; 2025Q3: 44,022 shares; 2025Q4: 43,992 shares 43,992 $5.97M 0.45% -30 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,277 shares; 2025Q2: 71,054 shares; 2025Q3: 73,898 shares; 2025Q4: 77,140 shares 77,140 $5.92M 0.44% +3,242 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: 49,500 shares; 2024Q4: 44,150 shares; 2025Q1: 43,894 shares; 2025Q2: 43,217 shares; 2025Q3: 37,303 shares; 2025Q4: 36,316 shares 36,316 $5.87M 0.44% -987 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: 22,154 shares; 2024Q4: 22,454 shares; 2025Q1: 38,103 shares; 2025Q2: 34,826 shares; 2025Q3: 40,355 shares; 2025Q4: 40,151 shares 40,151 $5.76M 0.43% -204 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,002 shares; 2025Q3: 52,800 shares; 2025Q4: 74,325 shares 74,325 $5.61M 0.42% +21,525 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: 8,859 shares; 2024Q4: 8,867 shares; 2025Q1: 14,861 shares; 2025Q2: 15,062 shares; 2025Q3: 15,043 shares; 2025Q4: 15,054 shares 15,054 $5.57M 0.42% +11 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,329 shares; 2025Q2: 58,491 shares; 2025Q3: 58,023 shares; 2025Q4: 61,409 shares 61,409 $5.55M 0.41% +3,386 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,794 shares; 2025Q3: 56,805 shares; 2025Q4: 56,978 shares 56,978 $5.36M 0.4% +173 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,054 shares; 2024Q4: 36,330 shares; 2025Q1: 38,147 shares; 2025Q2: 37,785 shares; 2025Q3: 35,545 shares; 2025Q4: 35,251 shares 35,251 $5.1M 0.38% -294 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,319 shares; 2025Q2: 50,183 shares; 2025Q3: 58,236 shares; 2025Q4: 62,300 shares 62,300 $4.84M 0.36% +4,064 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: not reported; 2024Q4: not reported; 2025Q1: 47,197 shares; 2025Q2: 48,590 shares; 2025Q3: 49,213 shares; 2025Q4: 48,978 shares 48,978 $4.7M 0.35% -235 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: 11,419 shares; 2024Q4: 14,048 shares; 2025Q1: 19,824 shares; 2025Q2: 21,323 shares; 2025Q3: 21,922 shares; 2025Q4: 24,539 shares 24,539 $4.7M 0.35% +2,617 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: not reported; 2024Q4: not reported; 2025Q1: 8,271 shares; 2025Q2: 8,246 shares; 2025Q3: 8,107 shares; 2025Q4: 8,186 shares 8,186 $4.67M 0.35% +79 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: 4,898 shares; 2024Q4: 4,900 shares; 2025Q1: 13,587 shares; 2025Q2: 13,866 shares; 2025Q3: 14,299 shares; 2025Q4: 14,214 shares 14,214 $4.65M 0.35% -85 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: not reported; 2024Q4: not reported; 2025Q1: 47,100 shares; 2025Q2: 47,744 shares; 2025Q3: 54,979 shares; 2025Q4: 58,057 shares 58,057 $4.63M 0.35% +3,078 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.34% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11,510 shares; 2025Q2: 11,475 shares; 2025Q3: 10,710 shares; 2025Q4: 9,128 shares 9,128 $4.41M 0.33% -1,582 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: 35,728 shares; 2024Q4: 35,751 shares; 2025Q1: 79,739 shares; 2025Q2: 79,875 shares; 2025Q3: 79,715 shares; 2025Q4: 80,013 shares 80,013 $4.4M 0.33% +298 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: 32,386 shares; 2024Q4: 32,508 shares; 2025Q1: 47,989 shares; 2025Q2: 48,539 shares; 2025Q3: 50,199 shares; 2025Q4: 50,333 shares 50,333 $4.39M 0.33% +134 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: not reported; 2024Q4: not reported; 2025Q1: 21,324 shares; 2025Q2: 19,510 shares; 2025Q3: 20,153 shares; 2025Q4: 21,597 shares 21,597 $4.39M 0.33% +1,444 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: 3,130 shares; 2024Q4: 3,272 shares; 2025Q1: 7,769 shares; 2025Q2: 7,633 shares; 2025Q3: 7,644 shares; 2025Q4: 7,026 shares 7,026 $4.32M 0.32% -618 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 159,118 shares; 2025Q2: 159,626 shares; 2025Q3: 141,940 shares; 2025Q4: 139,477 shares 139,477 $4.26M 0.32% -2,463 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: 3,387 shares; 2024Q4: 3,598 shares; 2025Q1: 9,584 shares; 2025Q2: 9,812 shares; 2025Q3: 9,167 shares; 2025Q4: 9,464 shares 9,464 $4.26M 0.32% +297 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: 35,981 shares; 2025Q2: 36,401 shares; 2025Q3: 40,522 shares; 2025Q4: 42,354 shares 42,354 $4.07M 0.3% +1,832 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,117 shares; 2025Q2: 200,579 shares; 2025Q3: 200,735 shares; 2025Q4: 205,202 shares 205,202 $4.05M 0.3% +4,467 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: 5,750 shares; 2024Q4: 5,665 shares; 2025Q1: 12,219 shares; 2025Q2: 12,516 shares; 2025Q3: 12,346 shares; 2025Q4: 13,629 shares 13,629 $4.04M 0.3% +1,283 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: 1,209 shares; 2024Q4: 1,199 shares; 2025Q1: 2,075 shares; 2025Q2: 19,199 shares; 2025Q3: 18,091 shares; 2025Q4: 11,189 shares 11,189 $3.92M 0.29% -6,902 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: 20,616 shares; 2024Q4: 20,616 shares; 2025Q1: 46,147 shares; 2025Q2: 47,067 shares; 2025Q3: 50,910 shares; 2025Q4: 47,874 shares 47,874 $3.84M 0.29% -3,036 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: 3,668 shares; 2024Q4: 3,638 shares; 2025Q1: 12,573 shares; 2025Q2: 12,859 shares; 2025Q3: 12,650 shares; 2025Q4: 12,530 shares 12,530 $3.83M 0.29% -120 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: 2,361 shares; 2024Q4: 2,163 shares; 2025Q1: 2,492 shares; 2025Q2: 2,882 shares; 2025Q3: 18,174 shares; 2025Q4: 18,312 shares 18,312 $3.81M 0.28% +138 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,428 shares; 2025Q1: 3,888 shares; 2025Q2: 4,036 shares; 2025Q3: 4,092 shares; 2025Q4: 4,306 shares 4,306 $3.71M 0.28% +214 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: 3,636 shares; 2025Q1: 20,192 shares; 2025Q2: 22,128 shares; 2025Q3: 22,461 shares; 2025Q4: 21,038 shares 21,038 $3.6M 0.27% -1,423 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: not reported; 2024Q4: not reported; 2025Q1: 17,732 shares; 2025Q2: 20,664 shares; 2025Q3: 19,432 shares; 2025Q4: 20,695 shares 20,695 $3.59M 0.27% +1,263 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,022 shares; 2024Q4: 463,580 shares; 2025Q1: 565,579 shares; 2025Q2: 535,006 shares; 2025Q3: 534,769 shares; 2025Q4: 453,828 shares 453,828 $3.55M 0.27% -80,941 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: not reported; 2024Q4: not reported; 2025Q1: 13,267 shares; 2025Q2: 26,284 shares; 2025Q3: 28,060 shares; 2025Q4: 30,248 shares 30,248 $3.55M 0.27% +2,188 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,565 shares; 2025Q4: 77,415 shares 77,415 $3.44M 0.26% +850 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,411 shares; 2025Q2: 20,450 shares; 2025Q3: 20,179 shares; 2025Q4: 19,854 shares 19,854 $3.4M 0.25% -325 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: not reported; 2024Q4: not reported; 2025Q1: 25,925 shares; 2025Q2: 26,419 shares; 2025Q3: 26,314 shares; 2025Q4: 26,971 shares 26,971 $3.38M 0.25% +657 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: 10,952 shares; 2024Q4: 10,641 shares; 2025Q1: 23,695 shares; 2025Q2: 24,131 shares; 2025Q3: 24,340 shares; 2025Q4: 23,561 shares 23,561 $3.38M 0.25% -779 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: 3,289 shares; 2024Q4: 3,289 shares; 2025Q1: 11,843 shares; 2025Q2: 12,882 shares; 2025Q3: 12,995 shares; 2025Q4: 12,979 shares 12,979 $3.34M 0.25% -16 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: 3,818 shares; 2024Q4: 3,783 shares; 2025Q1: 9,523 shares; 2025Q2: 9,874 shares; 2025Q3: 9,713 shares; 2025Q4: 9,360 shares 9,360 $3.28M 0.25% -353 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,813 shares; 2024Q4: 58,539 shares; 2025Q1: 59,539 shares; 2025Q2: 59,105 shares; 2025Q3: 56,137 shares; 2025Q4: 55,211 shares 55,211 $3.26M 0.24% -926 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: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,340 shares; 2025Q3: 1,324 shares; 2025Q4: 4,892 shares 4,892 $3.24M 0.24% +3,568 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: 24,402 shares; 2025Q2: 24,491 shares; 2025Q3: 24,496 shares; 2025Q4: 24,442 shares 24,442 $3.24M 0.24% -54 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: 4,022 shares; 2024Q4: 4,095 shares; 2025Q1: 34,940 shares; 2025Q2: 47,898 shares; 2025Q3: 49,141 shares; 2025Q4: 49,342 shares 49,342 $3.14M 0.23% +201 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 6,827 shares; 2025Q2: 5,377 shares; 2025Q3: 4,165 shares; 2025Q4: 18,559 shares 18,559 $3.13M 0.23% +14,394 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,556 shares; 2025Q2: 23,036 shares; 2025Q3: 23,054 shares; 2025Q4: 23,011 shares 23,011 $3.11M 0.23% -43 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: not reported; 2024Q4: not reported; 2025Q1: 9,788 shares; 2025Q2: 10,254 shares; 2025Q3: 10,207 shares; 2025Q4: 10,005 shares 10,005 $3.08M 0.23% -202 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: 29,584 shares; 2025Q2: 28,510 shares; 2025Q3: 37,091 shares; 2025Q4: 34,910 shares 34,910 $3.04M 0.23% -2,181 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: 646 shares; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 3,781 shares; 2025Q3: 5,500 shares; 2025Q4: 5,217 shares 5,217 $3.02M 0.23% -283 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,931 shares; 2025Q2: 2,034 shares; 2025Q3: 5,423 shares; 2025Q4: 5,693 shares 5,693 $2.98M 0.22% +270 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: 14,093 shares; 2024Q4: 13,166 shares; 2025Q1: 31,810 shares; 2025Q2: 30,399 shares; 2025Q3: 22,629 shares; 2025Q4: 24,383 shares 24,383 $2.97M 0.22% +1,754 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,701 shares; 2025Q1: 17,983 shares; 2025Q2: 17,922 shares; 2025Q3: 17,828 shares; 2025Q4: 18,544 shares 18,544 $2.97M 0.22% +716 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,180 shares; 2025Q2: 26,134 shares; 2025Q3: 26,439 shares; 2025Q4: 26,529 shares 26,529 $2.92M 0.22% +90 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,800 shares; 2025Q2: 52,720 shares; 2025Q3: 52,720 shares; 2025Q4: 71,119 shares 71,119 $2.86M 0.21% +18,399 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: 9,737 shares; 2024Q4: 10,427 shares; 2025Q1: 51,837 shares; 2025Q2: 27,920 shares; 2025Q3: 28,890 shares; 2025Q4: 26,800 shares 26,800 $2.82M 0.21% -2,090 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,458 shares; 2025Q2: 17,950 shares; 2025Q3: 18,724 shares; 2025Q4: 17,974 shares 17,974 $2.76M 0.21% -750 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,059 shares; 2025Q2: 16,795 shares; 2025Q3: 17,098 shares; 2025Q4: 17,146 shares 17,146 $2.75M 0.21% +48 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: not reported; 2024Q4: not reported; 2025Q1: 32,099 shares; 2025Q2: 33,905 shares; 2025Q3: 33,905 shares; 2025Q4: 33,953 shares 33,953 $2.74M 0.2% +48 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: 4,405 shares; 2024Q4: 4,405 shares; 2025Q1: 15,694 shares; 2025Q2: 16,298 shares; 2025Q3: 18,072 shares; 2025Q4: 17,965 shares 17,965 $2.74M 0.2% -107 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: 783 shares; 2024Q4: 784 shares; 2025Q1: 8,673 shares; 2025Q2: 9,931 shares; 2025Q3: 9,873 shares; 2025Q4: 10,330 shares 10,330 $2.74M 0.2% +457 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: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: 3,338 shares; 2025Q3: 3,333 shares; 2025Q4: 3,342 shares 3,342 $2.7M 0.2% +9 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: not reported; 2024Q4: not reported; 2025Q1: 6,618 shares; 2025Q2: 6,737 shares; 2025Q3: 6,397 shares; 2025Q4: 6,340 shares 6,340 $2.68M 0.2% -57 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: 26,943 shares; 2024Q4: 27,040 shares; 2025Q1: 38,254 shares; 2025Q2: 38,902 shares; 2025Q3: 38,421 shares; 2025Q4: 38,014 shares 38,014 $2.66M 0.2% -407 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: 40,369 shares; 2024Q4: 37,862 shares; 2025Q1: 241,068 shares; 2025Q2: 177,250 shares; 2025Q3: 136,246 shares; 2025Q4: 106,438 shares 106,438 $2.65M 0.2% -29,808 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,340 shares; 2025Q2: 21,119 shares; 2025Q3: 21,072 shares; 2025Q4: 22,096 shares 22,096 $2.64M 0.2% +1,024 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: not reported; 2025Q3: 41,200 shares; 2025Q4: 20,260 shares 20,260 $2.62M 0.2% -20,940 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: not reported; 2025Q2: 15,249 shares; 2025Q3: 16,429 shares; 2025Q4: 16,051 shares 16,051 $2.6M 0.19% -378 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: 11,004 shares; 2024Q4: 9,995 shares; 2025Q1: 32,219 shares; 2025Q2: 33,568 shares; 2025Q3: 33,105 shares; 2025Q4: 33,621 shares 33,621 $2.59M 0.19% +516 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,005 shares; 2025Q2: 16,487 shares; 2025Q3: 16,115 shares; 2025Q4: 15,607 shares 15,607 $2.59M 0.19% -508 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 7,906 shares; 2025Q3: 8,121 shares; 2025Q4: 8,173 shares 8,173 $2.55M 0.19% +52 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,787 shares; 2025Q2: 25,040 shares; 2025Q3: 28,725 shares; 2025Q4: 30,401 shares 30,401 $2.55M 0.19% +1,676 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR 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: not reported; 2025Q3: 29,408 shares; 2025Q4: 32,164 shares 32,164 $2.54M 0.19% +2,756 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,161 shares; 2025Q2: 34,759 shares; 2025Q3: 35,496 shares; 2025Q4: 38,377 shares 38,377 $2.53M 0.19% +2,881 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 11,791 shares; 2025Q1: 13,661 shares; 2025Q2: 14,361 shares; 2025Q3: 35,863 shares; 2025Q4: 38,175 shares 38,175 $2.46M 0.18% +2,312 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: not reported; 2024Q4: not reported; 2025Q1: 14,109 shares; 2025Q2: 22,961 shares; 2025Q3: 24,459 shares; 2025Q4: 26,954 shares 26,954 $2.45M 0.18% +2,495 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: 544 shares; 2024Q4: 660 shares; 2025Q1: 2,164 shares; 2025Q2: 2,364 shares; 2025Q3: 2,240 shares; 2025Q4: 2,231 shares 2,231 $2.4M 0.18% -9 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,137 shares; 2025Q2: 9,815 shares; 2025Q3: 9,777 shares; 2025Q4: 9,798 shares 9,798 $2.4M 0.18% +21 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: not reported; 2024Q4: not reported; 2025Q1: 11,266 shares; 2025Q2: 7,296 shares; 2025Q3: 6,559 shares; 2025Q4: 43,260 shares 43,260 $2.33M 0.17% +36,701 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,449 shares; 2025Q4: 54,590 shares 54,590 $2.33M 0.17% +26,141 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 765 shares; 2025Q1: 2,325 shares; 2025Q2: 2,479 shares; 2025Q3: 2,522 shares; 2025Q4: 3,676 shares 3,676 $2.31M 0.17% +1,154 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 276,817 shares; 2025Q1: 276,817 shares; 2025Q2: 276,817 shares; 2025Q3: 276,817 shares; 2025Q4: 276,817 shares 276,817 $2.3M 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11,782 shares; 2025Q2: 11,747 shares; 2025Q3: 11,611 shares; 2025Q4: 10,604 shares 10,604 $2.27M 0.17% -1,007 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,537 shares; 2025Q2: 6,589 shares; 2025Q3: 6,476 shares; 2025Q4: 7,106 shares 7,106 $2.26M 0.17% +630 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: 78,107 shares; 2025Q2: 77,125 shares; 2025Q3: 81,761 shares; 2025Q4: 83,526 shares 83,526 $2.21M 0.17% +1,765 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: 31,797 shares; 2024Q4: 31,797 shares; 2025Q1: 31,848 shares; 2025Q2: 33,010 shares; 2025Q3: 32,996 shares; 2025Q4: 32,894 shares 32,894 $2.2M 0.16% -102 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 21,303 shares; 2025Q2: 21,842 shares; 2025Q3: 22,058 shares; 2025Q4: 22,145 shares 22,145 $2.19M 0.16% +87 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: 12,257 shares; 2024Q4: 12,488 shares; 2025Q1: 20,188 shares; 2025Q2: 19,885 shares; 2025Q3: 19,065 shares; 2025Q4: 19,141 shares 19,141 $2.18M 0.16% +76 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,150 shares; 2025Q4: 10,150 shares 10,150 $2.11M 0.16% 0 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: 6,063 shares; 2024Q4: 6,063 shares; 2025Q1: 11,562 shares; 2025Q2: 11,035 shares; 2025Q3: 10,562 shares; 2025Q4: 10,487 shares 10,487 $2.09M 0.16% -75 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: 5,159 shares; 2024Q4: 5,459 shares; 2025Q1: 6,428 shares; 2025Q2: 6,945 shares; 2025Q3: 24,500 shares; 2025Q4: 25,446 shares 25,446 $2.08M 0.16% +946 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: not reported; 2024Q4: not reported; 2025Q1: 14,833 shares; 2025Q2: 19,393 shares; 2025Q3: 24,013 shares; 2025Q4: 29,000 shares 29,000 $2.07M 0.15% +4,987 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: 14,029 shares; 2024Q4: 14,072 shares; 2025Q1: 47,628 shares; 2025Q2: 49,966 shares; 2025Q3: 50,689 shares; 2025Q4: 50,495 shares 50,495 $2.06M 0.15% -194 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,443 shares; 2025Q2: 96,026 shares; 2025Q3: 98,968 shares; 2025Q4: 99,416 shares 99,416 $2.05M 0.15% +448 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: 7,246 shares; 2024Q4: 7,546 shares; 2025Q1: 7,860 shares; 2025Q2: 7,996 shares; 2025Q3: 8,152 shares; 2025Q4: 9,426 shares 9,426 $2.05M 0.15% +1,274 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,858 shares; 2025Q2: 16,725 shares; 2025Q3: 18,613 shares; 2025Q4: 28,151 shares 28,151 $2.05M 0.15% +9,538 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,404 shares; 2025Q1: 8,772 shares; 2025Q2: 8,890 shares; 2025Q3: 8,904 shares; 2025Q4: 8,843 shares 8,843 $2.05M 0.15% -61 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 7,414 shares; 2025Q1: 7,426 shares; 2025Q2: 7,414 shares; 2025Q3: 7,296 shares; 2025Q4: 7,020 shares 7,020 $2.04M 0.15% -276 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: 990 shares; 2024Q4: 991 shares; 2025Q1: 6,513 shares; 2025Q2: 2,311 shares; 2025Q3: 2,301 shares; 2025Q4: 2,306 shares 2,306 $2.03M 0.15% +5 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: not reported; 2024Q4: not reported; 2025Q1: 7,422 shares; 2025Q2: 7,878 shares; 2025Q3: 8,172 shares; 2025Q4: 8,389 shares 8,389 $2.02M 0.15% +217 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 22,519 shares; 2025Q2: 23,089 shares; 2025Q3: 24,432 shares; 2025Q4: 24,887 shares 24,887 $1.97M 0.15% +455 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,757 shares; 2025Q2: 5,492 shares; 2025Q3: 5,444 shares; 2025Q4: 5,475 shares 5,475 $1.96M 0.15% +31 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,395 shares; 2025Q2: 20,035 shares; 2025Q3: 59,055 shares; 2025Q4: 60,608 shares 60,608 $1.93M 0.14% +1,553 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,862 shares; 2025Q2: 116,284 shares; 2025Q3: 172,602 shares; 2025Q4: 173,968 shares 173,968 $1.89M 0.14% +1,366 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,491 shares; 2025Q2: 23,829 shares; 2025Q3: 24,492 shares; 2025Q4: 26,273 shares 26,273 $1.86M 0.14% +1,781 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,587 shares; 2025Q1: 7,771 shares; 2025Q2: 7,919 shares; 2025Q3: 7,837 shares; 2025Q4: 7,204 shares 7,204 $1.85M 0.14% -633 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,213 shares; 2025Q2: 10,010 shares; 2025Q3: 9,979 shares; 2025Q4: 9,591 shares 9,591 $1.78M 0.13% -388 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: 1,369 shares; 2024Q4: 1,359 shares; 2025Q1: 1,706 shares; 2025Q2: 1,836 shares; 2025Q3: 1,815 shares; 2025Q4: 18,348 shares 18,348 $1.72M 0.13% +16,533 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,384 shares 35,384 $1.72M 0.13% new Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,002 shares; 2025Q2: 32,603 shares; 2025Q3: 32,900 shares; 2025Q4: 35,838 shares 35,838 $1.7M 0.13% +2,938 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: 1,495 shares; 2024Q4: 1,497 shares; 2025Q1: 3,536 shares; 2025Q2: 3,595 shares; 2025Q3: 3,466 shares; 2025Q4: 3,473 shares 3,473 $1.7M 0.13% +7 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,083 shares; 2025Q2: 58,274 shares; 2025Q3: 59,308 shares; 2025Q4: 61,348 shares 61,348 $1.67M 0.12% +2,040 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: 3,007 shares; 2024Q4: 3,511 shares; 2025Q1: 10,903 shares; 2025Q2: 22,880 shares; 2025Q3: 19,341 shares; 2025Q4: 8,503 shares 8,503 $1.66M 0.12% -10,838 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: not reported; 2024Q4: not reported; 2025Q1: 5,457 shares; 2025Q2: 4,005 shares; 2025Q3: 4,026 shares; 2025Q4: 4,943 shares 4,943 $1.66M 0.12% +917 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,688 shares; 2024Q4: 35,588 shares; 2025Q1: 38,388 shares; 2025Q2: 38,467 shares; 2025Q3: 38,870 shares; 2025Q4: 37,688 shares 37,688 $1.65M 0.12% -1,182 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,589 shares; 2025Q2: 34,946 shares; 2025Q3: 41,131 shares; 2025Q4: 51,916 shares 51,916 $1.63M 0.12% +10,785 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT 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: 386,779 shares; 2025Q3: 340,326 shares; 2025Q4: 136,228 shares 136,228 $1.59M 0.12% -204,098 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: not reported; 2024Q4: not reported; 2025Q1: 10,165 shares; 2025Q2: 10,018 shares; 2025Q3: 10,017 shares; 2025Q4: 10,148 shares 10,148 $1.57M 0.12% +131 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,592 shares; 2025Q4: 9,709 shares 9,709 $1.55M 0.12% +1,117 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,314 shares; 2025Q2: 4,378 shares; 2025Q3: 4,384 shares; 2025Q4: 4,476 shares 4,476 $1.54M 0.12% +92 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: not reported; 2024Q4: not reported; 2025Q1: 4,793 shares; 2025Q2: 4,764 shares; 2025Q3: 4,330 shares; 2025Q4: 4,293 shares 4,293 $1.5M 0.11% -37 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: not reported; 2024Q4: not reported; 2025Q1: 3,791 shares; 2025Q2: 3,849 shares; 2025Q3: 3,813 shares; 2025Q4: 3,792 shares 3,792 $1.48M 0.11% -21 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 3,401 shares; 2025Q2: 3,168 shares; 2025Q3: 3,121 shares; 2025Q4: 3,113 shares 3,113 $1.47M 0.11% -8 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,683 shares; 2025Q2: 28,650 shares; 2025Q3: 27,667 shares; 2025Q4: 26,961 shares 26,961 $1.47M 0.11% -706 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: 28,477 shares; 2024Q4: 28,576 shares; 2025Q1: 39,339 shares; 2025Q2: 51,467 shares; 2025Q3: 52,719 shares; 2025Q4: 58,860 shares 58,860 $1.46M 0.11% +6,141 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: not reported; 2024Q4: not reported; 2025Q1: 6,855 shares; 2025Q2: 6,935 shares; 2025Q3: 6,859 shares; 2025Q4: 6,857 shares 6,857 $1.45M 0.11% -2 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: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 4,602 shares; 2025Q3: 4,576 shares; 2025Q4: 5,518 shares 5,518 $1.43M 0.11% +942 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,892 shares; 2025Q4: 24,344 shares 24,344 $1.43M 0.11% +452 Timeline OI O-I GLASS INC More: the full row for O-I GLASS 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: 98,648 shares; 2025Q2: 98,398 shares; 2025Q3: 97,781 shares; 2025Q4: 95,988 shares 95,988 $1.42M 0.11% -1,793 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: 566 shares; 2024Q4: 537 shares; 2025Q1: 2,980 shares; 2025Q2: 2,196 shares; 2025Q3: 2,016 shares; 2025Q4: 2,043 shares 2,043 $1.4M 0.1% +27 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 5,029 shares 5,029 $1.37M 0.1% +3,700 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,540 shares; 2025Q3: 3,552 shares; 2025Q4: 3,550 shares 3,550 $1.36M 0.1% -2 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: not reported; 2024Q4: not reported; 2025Q1: 14,618 shares; 2025Q2: 20,695 shares; 2025Q3: 21,076 shares; 2025Q4: 23,439 shares 23,439 $1.33M 0.1% +2,363 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,021 shares; 2025Q1: 16,848 shares; 2025Q2: 17,380 shares; 2025Q3: 17,819 shares; 2025Q4: 17,958 shares 17,958 $1.32M 0.1% +139 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: not reported; 2024Q4: not reported; 2025Q1: 15,126 shares; 2025Q2: 15,203 shares; 2025Q3: 15,203 shares; 2025Q4: 15,604 shares 15,604 $1.29M 0.1% +401 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO 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: not reported; 2025Q3: not reported; 2025Q4: 36,076 shares 36,076 $1.27M 0.09% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,522 shares; 2025Q2: 11,721 shares; 2025Q3: 6,833 shares; 2025Q4: 7,033 shares 7,033 $1.25M 0.09% +200 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: 3,014 shares; 2024Q4: 2,690 shares; 2025Q1: 4,150 shares; 2025Q2: 4,359 shares; 2025Q3: 4,287 shares; 2025Q4: 4,258 shares 4,258 $1.23M 0.09% -29 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,194 shares; 2025Q3: 2,207 shares; 2025Q4: 2,229 shares 2,229 $1.23M 0.09% +22 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,846 shares; 2025Q4: 4,154 shares 4,154 $1.22M 0.09% +308 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: not reported; 2024Q4: not reported; 2025Q1: 6,959 shares; 2025Q2: 7,044 shares; 2025Q3: 7,274 shares; 2025Q4: 7,109 shares 7,109 $1.19M 0.09% -165 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: not reported; 2024Q4: not reported; 2025Q1: 9,885 shares; 2025Q2: 10,188 shares; 2025Q3: 11,120 shares; 2025Q4: 11,251 shares 11,251 $1.19M 0.09% +131 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: not reported; 2024Q4: not reported; 2025Q1: 3,051 shares; 2025Q2: 3,488 shares; 2025Q3: 4,887 shares; 2025Q4: 5,567 shares 5,567 $1.18M 0.09% +680 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 1,451 shares; 2025Q2: 1,506 shares; 2025Q3: 1,456 shares; 2025Q4: 1,502 shares 1,502 $1.13M 0.08% +46 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: not reported; 2024Q4: not reported; 2025Q1: 16,050 shares; 2025Q2: 16,398 shares; 2025Q3: 16,459 shares; 2025Q4: 16,526 shares 16,526 $1.11M 0.08% +67 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,041 shares; 2025Q3: 3,045 shares; 2025Q4: 3,066 shares 3,066 $1.08M 0.08% +21 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,128 shares; 2025Q2: 11,020 shares; 2025Q3: 10,889 shares; 2025Q4: 10,827 shares 10,827 $1.08M 0.08% -62 Timeline FIRY FIRY INC More: the full row for FIRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,008 shares; 2024Q4: 247,008 shares; 2025Q1: 247,008 shares; 2025Q2: 247,008 shares; 2025Q3: 247,008 shares; 2025Q4: 247,008 shares 247,008 $1.06M 0.08% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,351 shares; 2025Q2: 5,069 shares; 2025Q3: 4,979 shares; 2025Q4: 5,011 shares 5,011 $1.05M 0.08% +32 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: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,634 shares; 2025Q3: 1,824 shares; 2025Q4: 1,819 shares 1,819 $1.04M 0.08% -5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,189 shares; 2025Q2: 9,006 shares; 2025Q3: 8,866 shares; 2025Q4: 8,831 shares 8,831 $1.03M 0.08% -35 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: 20,274 shares; 2025Q1: 22,224 shares; 2025Q2: 22,959 shares; 2025Q3: 35,130 shares; 2025Q4: 20,483 shares 20,483 $1.02M 0.08% -14,647 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 1,334 shares; 2025Q4: 2,722 shares 2,722 $1.02M 0.08% +1,388 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: not reported; 2024Q4: not reported; 2025Q1: 11,743 shares; 2025Q2: 10,780 shares; 2025Q3: 10,604 shares; 2025Q4: 10,587 shares 10,587 $1.01M 0.08% -17 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,736 shares; 2025Q3: not reported; 2025Q4: 14,656 shares 14,656 $986K 0.07% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,855 shares; 2025Q4: 39,354 shares 39,354 $979K 0.07% +29,499 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,085 shares; 2025Q2: 16,834 shares; 2025Q3: 10,587 shares; 2025Q4: 14,817 shares 14,817 $963K 0.07% +4,230 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 9,368 shares; 2025Q2: 10,154 shares; 2025Q3: 10,537 shares; 2025Q4: 8,710 shares 8,710 $960K 0.07% -1,827 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 5,267 shares; 2025Q2: 5,266 shares; 2025Q3: 3,844 shares; 2025Q4: 3,566 shares 3,566 $957K 0.07% -278 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: not reported; 2024Q4: not reported; 2025Q1: 3,882 shares; 2025Q2: 3,762 shares; 2025Q3: 3,763 shares; 2025Q4: 4,302 shares 4,302 $945K 0.07% +539 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,224 shares; 2025Q3: 3,213 shares; 2025Q4: 3,216 shares 3,216 $944K 0.07% +3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,669 shares; 2025Q2: 3,130 shares; 2025Q3: 2,948 shares; 2025Q4: 3,085 shares 3,085 $938K 0.07% +137 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 10,644 shares; 2025Q1: 11,491 shares; 2025Q2: 12,085 shares; 2025Q3: 17,454 shares; 2025Q4: 16,358 shares 16,358 $932K 0.07% -1,096 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 9,452 shares; 2025Q2: 9,570 shares; 2025Q3: 9,545 shares; 2025Q4: 9,557 shares 9,557 $928K 0.07% +12 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 5,900 shares; 2025Q1: 5,972 shares; 2025Q2: 6,152 shares; 2025Q3: 6,329 shares; 2025Q4: 6,135 shares 6,135 $928K 0.07% -194 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: 10,343 shares; 2024Q4: 10,343 shares; 2025Q1: 11,234 shares; 2025Q2: 11,742 shares; 2025Q3: 11,466 shares; 2025Q4: 10,473 shares 10,473 $917K 0.07% -993 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: not reported; 2024Q4: not reported; 2025Q1: 7,053 shares; 2025Q2: 7,406 shares; 2025Q3: 7,435 shares; 2025Q4: 7,438 shares 7,438 $917K 0.07% +3 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,447 shares; 2025Q2: 6,339 shares; 2025Q3: 4,460 shares; 2025Q4: 3,173 shares 3,173 $917K 0.07% -1,287 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 4,371 shares; 2025Q3: 4,496 shares; 2025Q4: 3,631 shares 3,631 $894K 0.07% -865 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: not reported; 2024Q4: not reported; 2025Q1: 1,515 shares; 2025Q2: 1,370 shares; 2025Q3: 1,364 shares; 2025Q4: 1,482 shares 1,482 $894K 0.07% +118 Timeline SPTS 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: 43,533 shares; 2025Q2: 27,958 shares; 2025Q3: 28,892 shares; 2025Q4: 30,501 shares 30,501 $893K 0.07% +1,609 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: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,986 shares; 2025Q3: 4,011 shares; 2025Q4: 3,998 shares 3,998 $892K 0.07% -13 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: 4,110 shares; 2024Q4: 5,499 shares; 2025Q1: 8,351 shares; 2025Q2: 8,315 shares; 2025Q3: 9,095 shares; 2025Q4: 13,132 shares 13,132 $883K 0.07% +4,037 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 882 shares; 2025Q3: 809 shares; 2025Q4: 822 shares 822 $880K 0.07% +13 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 20,161 shares; 2025Q2: 20,691 shares; 2025Q3: 20,799 shares; 2025Q4: 17,483 shares 17,483 $874K 0.07% -3,316 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: not reported; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,080 shares; 2025Q3: 2,569 shares; 2025Q4: 2,575 shares 2,575 $868K 0.06% +6 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 39,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares 37,000 $867K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 3,894 shares; 2025Q3: 3,884 shares; 2025Q4: 3,904 shares 3,904 $858K 0.06% +20 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,328 shares; 2025Q2: 6,417 shares; 2025Q3: 6,512 shares; 2025Q4: 6,674 shares 6,674 $852K 0.06% +162 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: not reported; 2024Q4: not reported; 2025Q1: 2,285 shares; 2025Q2: 2,340 shares; 2025Q3: 2,585 shares; 2025Q4: 2,607 shares 2,607 $845K 0.06% +22 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest 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: 21,606 shares 21,606 $837K 0.06% new 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: 552 shares; 2024Q4: 552 shares; 2025Q1: 629 shares; 2025Q2: 652 shares; 2025Q3: 634 shares; 2025Q4: 629 shares 629 $836K 0.06% -5 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,146 shares; 2025Q3: 11,067 shares; 2025Q4: 10,892 shares 10,892 $833K 0.06% -175 Timeline SCHO 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: 31,835 shares; 2025Q2: 32,745 shares; 2025Q3: 31,576 shares; 2025Q4: 33,721 shares 33,721 $822K 0.06% +2,145 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,379 shares; 2025Q2: 5,712 shares; 2025Q3: 5,739 shares; 2025Q4: 6,184 shares 6,184 $816K 0.06% +445 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 14,396 shares; 2025Q2: 14,840 shares; 2025Q3: 16,624 shares; 2025Q4: 16,977 shares 16,977 $812K 0.06% +353 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: not reported; 2024Q4: not reported; 2025Q1: 12,189 shares; 2025Q2: 24,506 shares; 2025Q3: 19,657 shares; 2025Q4: 19,866 shares 19,866 $797K 0.06% +209 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,114 shares; 2025Q2: 14,644 shares; 2025Q3: 16,813 shares; 2025Q4: 16,816 shares 16,816 $768K 0.06% +3 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: 10,552 shares; 2024Q4: 10,552 shares; 2025Q1: 13,414 shares; 2025Q2: 14,079 shares; 2025Q3: 8,161 shares; 2025Q4: 8,158 shares 8,158 $760K 0.06% -3 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,722 shares; 2025Q2: 6,766 shares; 2025Q3: 5,779 shares; 2025Q4: 5,891 shares 5,891 $760K 0.06% +112 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: 5,438 shares; 2024Q4: 1,212 shares; 2025Q1: 2,719 shares; 2025Q2: 3,383 shares; 2025Q3: 2,779 shares; 2025Q4: 3,606 shares 3,606 $758K 0.06% +827 Timeline IYJ 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: 4,921 shares; 2024Q4: 4,921 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares 5,103 $756K 0.06% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 9,344 shares; 2025Q3: 9,265 shares; 2025Q4: 9,299 shares 9,299 $747K 0.06% +34 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: not reported; 2024Q4: not reported; 2025Q1: 2,201 shares; 2025Q2: 2,274 shares; 2025Q3: 2,193 shares; 2025Q4: 2,179 shares 2,179 $734K 0.05% -14 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,355 shares; 2025Q2: 4,430 shares; 2025Q3: 3,973 shares; 2025Q4: 4,107 shares 4,107 $729K 0.05% +134 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares; 2025Q4: 13,037 shares 13,037 $728K 0.05% +3,882 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: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 3,856 shares; 2025Q3: 3,846 shares; 2025Q4: 3,867 shares 3,867 $727K 0.05% +21 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 2,841 shares; 2025Q3: 2,857 shares; 2025Q4: 2,865 shares 2,865 $726K 0.05% +8 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,019 shares; 2025Q2: 10,157 shares; 2025Q3: 10,123 shares; 2025Q4: 10,277 shares 10,277 $721K 0.05% +154 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: 9,415 shares; 2024Q4: 9,415 shares; 2025Q1: 11,382 shares; 2025Q2: 11,190 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares 11,060 $720K 0.05% 0 Timeline VONV 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: 7,596 shares; 2024Q4: 7,596 shares; 2025Q1: 7,644 shares; 2025Q2: 7,886 shares; 2025Q3: 7,800 shares; 2025Q4: 7,761 shares 7,761 $716K 0.05% -39 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: not reported; 2024Q4: not reported; 2025Q1: 4,084 shares; 2025Q2: 4,091 shares; 2025Q3: 3,938 shares; 2025Q4: 3,852 shares 3,852 $715K 0.05% -86 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,917 shares; 2025Q2: 5,072 shares; 2025Q3: 5,141 shares; 2025Q4: 5,347 shares 5,347 $698K 0.05% +206 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: not reported; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 801 shares; 2025Q3: 754 shares; 2025Q4: 789 shares 789 $693K 0.05% +35 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 15,728 shares; 2025Q3: 15,728 shares; 2025Q4: 15,824 shares 15,824 $689K 0.05% +96 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,030 shares; 2025Q4: 14,457 shares 14,457 $688K 0.05% +1,427 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: 3,649 shares; 2024Q4: 3,659 shares; 2025Q1: 14,978 shares; 2025Q2: 15,229 shares; 2025Q3: 14,951 shares; 2025Q4: 12,727 shares 12,727 $685K 0.05% -2,224 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: 1,141 shares; 2024Q4: 1,167 shares; 2025Q1: 6,067 shares; 2025Q2: 5,303 shares; 2025Q3: 1,985 shares; 2025Q4: 2,061 shares 2,061 $680K 0.05% +76 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: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 4,881 shares; 2025Q2: 4,862 shares; 2025Q3: 5,105 shares; 2025Q4: 5,117 shares 5,117 $679K 0.05% +12 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,664 shares; 2024Q4: 47,664 shares; 2025Q1: 47,664 shares; 2025Q2: 47,664 shares; 2025Q3: 47,664 shares; 2025Q4: 47,664 shares 47,664 $671K 0.05% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 885 shares; 2025Q3: 874 shares; 2025Q4: 870 shares 870 $667K 0.05% -4 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,551 shares; 2025Q2: 27,555 shares; 2025Q3: 27,560 shares; 2025Q4: 27,565 shares 27,565 $665K 0.05% +5 Timeline IGHG 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: 8,376 shares; 2025Q2: 8,391 shares; 2025Q3: 8,384 shares; 2025Q4: 8,414 shares 8,414 $660K 0.05% +30 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: not reported; 2024Q4: not reported; 2025Q1: 2,365 shares; 2025Q2: 2,225 shares; 2025Q3: 2,197 shares; 2025Q4: 2,552 shares 2,552 $658K 0.05% +355 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 16,357 shares; 2025Q1: 16,357 shares; 2025Q2: 16,357 shares; 2025Q3: 16,607 shares; 2025Q4: 16,907 shares 16,907 $654K 0.05% +300 Timeline SCMB 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: 48,528 shares; 2025Q2: 47,202 shares; 2025Q3: 24,726 shares; 2025Q4: 25,274 shares 25,274 $651K 0.05% +548 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,091 shares 26,091 $648K 0.05% new Timeline LONZ 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: not reported; 2024Q4: not reported; 2025Q1: 7,921 shares; 2025Q2: 8,758 shares; 2025Q3: 11,478 shares; 2025Q4: 12,808 shares 12,808 $644K 0.05% +1,330 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,091 shares; 2025Q2: 6,137 shares; 2025Q3: 6,114 shares; 2025Q4: 6,085 shares 6,085 $639K 0.05% -29 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: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,964 shares; 2025Q2: 2,980 shares; 2025Q3: 2,951 shares; 2025Q4: 2,950 shares 2,950 $634K 0.05% -1 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,734 shares; 2025Q2: 6,728 shares; 2025Q3: 6,769 shares; 2025Q4: 6,769 shares 6,769 $632K 0.05% 0 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,750 shares; 2025Q2: 87,025 shares; 2025Q3: 91,675 shares; 2025Q4: 53,830 shares 53,830 $627K 0.05% -37,845 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: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 955 shares; 2025Q3: 971 shares; 2025Q4: 959 shares 959 $627K 0.05% -12 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,084 shares; 2025Q1: 15,125 shares; 2025Q2: 21,037 shares; 2025Q3: 21,079 shares; 2025Q4: 23,967 shares 23,967 $625K 0.05% +2,888 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,755 shares 2,755 $616K 0.05% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,286 shares; 2025Q2: 3,318 shares; 2025Q3: 3,329 shares; 2025Q4: 3,362 shares 3,362 $614K 0.05% +33 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: not reported; 2024Q4: 22,791 shares; 2025Q1: 19,557 shares; 2025Q2: 19,362 shares; 2025Q3: 19,180 shares; 2025Q4: 20,497 shares 20,497 $613K 0.05% +1,317 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,144 shares; 2025Q1: 2,213 shares; 2025Q2: 2,644 shares; 2025Q3: 2,514 shares; 2025Q4: 2,685 shares 2,685 $612K 0.05% +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: 17,283 shares; 2024Q4: 17,333 shares; 2025Q1: 22,926 shares; 2025Q2: 21,130 shares; 2025Q3: 16,234 shares; 2025Q4: 16,560 shares 16,560 $611K 0.05% +326 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,878 shares; 2025Q3: 9,354 shares; 2025Q4: 12,243 shares 12,243 $611K 0.05% +2,889 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,377 shares; 2025Q2: 8,034 shares; 2025Q3: 8,251 shares; 2025Q4: 9,072 shares 9,072 $609K 0.05% +821 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 559 shares; 2025Q2: 590 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $603K 0.05% 0 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: 2,318 shares; 2024Q4: 2,454 shares; 2025Q1: 6,281 shares; 2025Q2: 6,072 shares; 2025Q3: 5,865 shares; 2025Q4: 6,311 shares 6,311 $591K 0.04% +446 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,495 shares; 2025Q2: 8,598 shares; 2025Q3: 8,739 shares; 2025Q4: 8,598 shares 8,598 $586K 0.04% -141 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,561 shares; 2025Q2: 7,058 shares; 2025Q3: 6,558 shares; 2025Q4: 6,789 shares 6,789 $582K 0.04% +231 Timeline PREF 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: 19,214 shares; 2025Q1: 25,663 shares; 2025Q2: 25,663 shares; 2025Q3: 30,517 shares; 2025Q4: 30,517 shares 30,517 $582K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,284 shares; 2025Q2: 8,585 shares; 2025Q3: 7,498 shares; 2025Q4: 7,278 shares 7,278 $578K 0.04% -220 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,462 shares 2,462 $576K 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,076 shares; 2025Q1: 2,165 shares; 2025Q2: 2,207 shares; 2025Q3: 1,908 shares; 2025Q4: 1,968 shares 1,968 $568K 0.04% +60 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: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 6,847 shares; 2025Q2: 7,514 shares; 2025Q3: 7,344 shares; 2025Q4: 6,953 shares 6,953 $563K 0.04% -391 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: 1,049 shares; 2024Q4: 1,099 shares; 2025Q1: 2,534 shares; 2025Q2: 2,497 shares; 2025Q3: 2,333 shares; 2025Q4: 2,449 shares 2,449 $561K 0.04% +116 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: 2,098 shares; 2025Q3: 2,043 shares; 2025Q4: 2,012 shares 2,012 $554K 0.04% -31 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,999 shares; 2025Q2: 5,263 shares; 2025Q3: 5,216 shares; 2025Q4: 4,859 shares 4,859 $545K 0.04% -357 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,043 shares; 2025Q1: 8,112 shares; 2025Q2: 8,112 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares 8,112 $543K 0.04% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,120 shares; 2025Q2: 25,174 shares; 2025Q3: 25,729 shares; 2025Q4: 26,412 shares 26,412 $517K 0.04% +683 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,073 shares; 2025Q3: 918 shares; 2025Q4: 905 shares 905 $513K 0.04% -13 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: 3,975 shares; 2025Q2: 2,112 shares; 2025Q3: 2,006 shares; 2025Q4: 2,257 shares 2,257 $507K 0.04% +251 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares 5,484 $503K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,073 shares; 2025Q2: 4,077 shares; 2025Q3: 4,080 shares; 2025Q4: 4,085 shares 4,085 $497K 0.04% +5 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: not reported; 2024Q4: not reported; 2025Q1: 5,982 shares; 2025Q2: 6,270 shares; 2025Q3: 7,536 shares; 2025Q4: 7,658 shares 7,658 $478K 0.04% +122 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,874 shares; 2025Q2: 16,935 shares; 2025Q3: 16,235 shares; 2025Q4: 16,121 shares 16,121 $477K 0.04% -114 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 2,725 shares; 2025Q2: 2,805 shares; 2025Q3: 2,948 shares; 2025Q4: 2,892 shares 2,892 $470K 0.04% -56 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES 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: 15,769 shares; 2025Q2: 11,134 shares; 2025Q3: 10,944 shares; 2025Q4: 10,944 shares 10,944 $465K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,852 shares; 2025Q4: 3,172 shares 3,172 $455K 0.03% +1,320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,388 shares; 2025Q4: 2,495 shares 2,495 $454K 0.03% +107 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,302 shares; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares 3,202 $452K 0.03% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,780 shares; 2025Q2: 10,793 shares; 2025Q3: 10,802 shares; 2025Q4: 10,812 shares 10,812 $451K 0.03% +10 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: not reported; 2024Q4: not reported; 2025Q1: 16,417 shares; 2025Q2: 16,269 shares; 2025Q3: 2,847 shares; 2025Q4: 2,190 shares 2,190 $450K 0.03% -657 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: not reported; 2024Q4: not reported; 2025Q1: 1,884 shares; 2025Q2: 1,824 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares 1,804 $444K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: 2,078 shares; 2025Q3: 4,058 shares; 2025Q4: 4,129 shares 4,129 $442K 0.03% +71 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: not reported; 2024Q4: not reported; 2025Q1: 37,447 shares; 2025Q2: 33,866 shares; 2025Q3: 4,991 shares; 2025Q4: 3,515 shares 3,515 $442K 0.03% -1,476 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 481 shares; 2025Q3: 488 shares; 2025Q4: 486 shares 486 $440K 0.03% -2 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,372 shares; 2024Q4: 103,224 shares; 2025Q1: 103,224 shares; 2025Q2: 151,093 shares; 2025Q3: 151,093 shares; 2025Q4: 151,093 shares 151,093 $440K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,617 shares; 2025Q2: 10,486 shares; 2025Q3: 7,956 shares; 2025Q4: 8,196 shares 8,196 $437K 0.03% +240 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 10,998 shares; 2025Q2: 11,101 shares; 2025Q3: 11,154 shares; 2025Q4: 10,976 shares 10,976 $432K 0.03% -178 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,942 shares; 2025Q3: 5,067 shares; 2025Q4: 5,067 shares 5,067 $432K 0.03% 0 Timeline IYM 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: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 2,835 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares 2,769 $426K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,563 shares; 2025Q2: 6,829 shares; 2025Q3: 7,464 shares; 2025Q4: 7,381 shares 7,381 $426K 0.03% -83 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: 92,649 shares; 2024Q4: 80,811 shares; 2025Q1: 36,984 shares; 2025Q2: 28,695 shares; 2025Q3: 27,624 shares; 2025Q4: 25,839 shares 25,839 $425K 0.03% -1,785 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,656 shares; 2025Q2: 1,674 shares; 2025Q3: 1,657 shares; 2025Q4: 1,690 shares 1,690 $424K 0.03% +33 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,072 shares; 2025Q3: 1,097 shares; 2025Q4: 1,048 shares 1,048 $417K 0.03% -49 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 10,965 shares; 2025Q3: 10,857 shares; 2025Q4: 10,857 shares 10,857 $416K 0.03% 0 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: 3,735 shares; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 6,055 shares 6,055 $414K 0.03% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,223 shares; 2025Q4: 5,759 shares 5,759 $413K 0.03% +536 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $406K 0.03% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,208 shares; 2025Q2: 1,206 shares; 2025Q3: 1,197 shares; 2025Q4: 1,246 shares 1,246 $403K 0.03% +49 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: not reported; 2024Q4: not reported; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares 1,883 $399K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,362 shares; 2025Q2: 3,655 shares; 2025Q3: 3,682 shares; 2025Q4: 3,952 shares 3,952 $395K 0.03% +270 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,362 shares; 2025Q2: 2,362 shares; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares 2,299 $390K 0.03% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,825 shares 4,825 $386K 0.03% +25 Timeline SPTI 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: 13,871 shares; 2025Q3: 13,361 shares; 2025Q4: 13,343 shares 13,343 $385K 0.03% -18 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 40,629 shares; 2025Q2: 32,689 shares; 2025Q3: 32,734 shares; 2025Q4: 32,787 shares 32,787 $381K 0.03% +53 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 3,813 shares; 2025Q3: 2,455 shares; 2025Q4: 1,945 shares 1,945 $377K 0.03% -510 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,065 shares 2,065 $373K 0.03% +12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 3,190 shares 3,190 $370K 0.03% +1,231 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: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 4,027 shares; 2025Q2: 2,650 shares; 2025Q3: 2,537 shares; 2025Q4: 2,540 shares 2,540 $354K 0.03% +3 Timeline CNTA CENTESSA PHARMACEUTICALS PLC More: the full row for CENTESSA PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,653 shares; 2025Q3: 13,102 shares; 2025Q4: 14,033 shares 14,033 $351K 0.03% +931 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,564 shares 15,564 $349K 0.03% new Timeline TLH 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: 6,762 shares; 2025Q2: 4,085 shares; 2025Q3: 3,264 shares; 2025Q4: 3,428 shares 3,428 $349K 0.03% +164 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $346K 0.03% 0 Timeline GLOW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,721 shares; 2025Q2: 13,723 shares; 2025Q3: 12,766 shares; 2025Q4: 11,117 shares 11,117 $343K 0.03% -1,649 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,261 shares 3,261 $339K 0.03% -144 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: not reported; 2024Q4: not reported; 2025Q1: 11,164 shares; 2025Q2: 11,167 shares; 2025Q3: 11,170 shares; 2025Q4: 11,172 shares 11,172 $336K 0.03% +2 Timeline ITA 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: 1,921 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,560 shares 1,560 $335K 0.03% -169 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: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 5,396 shares; 2025Q2: 5,419 shares; 2025Q3: 5,407 shares; 2025Q4: 3,007 shares 3,007 $332K 0.02% -2,400 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: 744 shares; 2025Q3: 629 shares; 2025Q4: 540 shares 540 $330K 0.02% -89 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: not reported; 2024Q4: not reported; 2025Q1: 11,205 shares; 2025Q2: 10,224 shares; 2025Q3: 10,963 shares; 2025Q4: 10,262 shares 10,262 $329K 0.02% -701 Timeline XSD 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: 1,295 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,021 shares 1,021 $328K 0.02% -149 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: not reported; 2024Q4: not reported; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,321 shares 2,321 $328K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,004 shares; 2025Q2: 6,399 shares; 2025Q3: 6,388 shares; 2025Q4: 6,436 shares 6,436 $327K 0.02% +48 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: not reported; 2024Q4: not reported; 2025Q1: 57,500 shares; 2025Q2: 28,065 shares; 2025Q3: 12,425 shares; 2025Q4: 11,501 shares 11,501 $325K 0.02% -924 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,127 shares 1,127 $324K 0.02% +2 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: not reported; 2025Q1: 4,965 shares; 2025Q2: 4,621 shares; 2025Q3: 5,067 shares; 2025Q4: 4,817 shares 4,817 $324K 0.02% -250 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 82,514 shares; 2025Q2: 84,134 shares; 2025Q3: 26,146 shares; 2025Q4: 18,677 shares 18,677 $322K 0.02% -7,469 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 9,273 shares; 2025Q1: 9,273 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 9,273 shares 9,273 $319K 0.02% 0 Timeline SCHR 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: 10,220 shares; 2025Q2: 10,813 shares; 2025Q3: 12,289 shares; 2025Q4: 12,421 shares 12,421 $312K 0.02% +132 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,042 shares; 2025Q4: 1,024 shares 1,024 $310K 0.02% -18 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: not reported; 2024Q4: not reported; 2025Q1: 8,603 shares; 2025Q2: 8,302 shares; 2025Q3: 8,748 shares; 2025Q4: 8,467 shares 8,467 $307K 0.02% -281 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: not reported; 2024Q4: not reported; 2025Q1: 3,494 shares; 2025Q2: 3,662 shares; 2025Q3: 3,651 shares; 2025Q4: 3,637 shares 3,637 $306K 0.02% -14 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,116 shares; 2025Q4: 2,054 shares 2,054 $305K 0.02% -62 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 1,479 shares 1,479 $303K 0.02% +368 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: not reported; 2024Q4: 761 shares; 2025Q1: 952 shares; 2025Q2: 990 shares; 2025Q3: 968 shares; 2025Q4: 969 shares 969 $300K 0.02% +1 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,993 shares; 2025Q2: 12,029 shares; 2025Q3: 12,066 shares; 2025Q4: 12,134 shares 12,134 $295K 0.02% +68 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest 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: 10,627 shares 10,627 $290K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,715 shares; 2025Q2: 3,761 shares; 2025Q3: 3,750 shares; 2025Q4: 3,669 shares 3,669 $290K 0.02% -81 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 3,028 shares; 2025Q4: 2,488 shares 2,488 $287K 0.02% -540 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,377 shares; 2025Q2: 11,463 shares; 2025Q3: 13,654 shares; 2025Q4: 14,239 shares 14,239 $283K 0.02% +585 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: not reported; 2024Q4: not reported; 2025Q1: 606 shares; 2025Q2: 648 shares; 2025Q3: 642 shares; 2025Q4: 601 shares 601 $282K 0.02% -41 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST 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: 789 shares; 2025Q2: 1,043 shares; 2025Q3: 931 shares; 2025Q4: 829 shares 829 $281K 0.02% -102 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: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 605 shares; 2025Q3: 594 shares; 2025Q4: 602 shares 602 $280K 0.02% +8 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN 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: 36,299 shares; 2025Q2: 36,897 shares; 2025Q3: 33,772 shares; 2025Q4: 24,797 shares 24,797 $280K 0.02% -8,975 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: 9,519 shares; 2024Q4: 9,519 shares; 2025Q1: 9,748 shares; 2025Q2: 3,295 shares; 2025Q3: 3,164 shares; 2025Q4: 3,220 shares 3,220 $278K 0.02% +56 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,393 shares; 2025Q2: 1,939 shares; 2025Q3: 2,064 shares; 2025Q4: 2,441 shares 2,441 $275K 0.02% +377 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: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares; 2025Q4: 1,623 shares 1,623 $273K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,810 shares; 2025Q4: 1,692 shares 1,692 $272K 0.02% -118 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares 1,472 $271K 0.02% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,554 shares; 2025Q3: 10,272 shares; 2025Q4: 11,463 shares 11,463 $271K 0.02% +1,191 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares; 2025Q2: 14,800 shares; 2025Q3: 14,300 shares; 2025Q4: 14,007 shares 14,007 $271K 0.02% -293 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 981 shares; 2025Q4: 955 shares 955 $271K 0.02% -26 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 3,453 shares; 2025Q3: 3,315 shares; 2025Q4: 3,236 shares 3,236 $268K 0.02% -79 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 822 shares; 2025Q3: 872 shares; 2025Q4: 794 shares 794 $268K 0.02% -78 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: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: 1,988 shares; 2025Q3: 1,968 shares; 2025Q4: 1,939 shares 1,939 $267K 0.02% -29 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,707 shares; 2025Q4: 3,780 shares 3,780 $264K 0.02% -927 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 678 shares; 2025Q4: 673 shares 673 $262K 0.02% -5 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: 5,949 shares; 2025Q1: 5,958 shares; 2025Q2: 5,983 shares; 2025Q3: 5,788 shares; 2025Q4: 5,464 shares 5,464 $261K 0.02% -324 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,592 shares 2,592 $259K 0.02% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,565 shares 4,565 $259K 0.02% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,593 shares; 2025Q3: 4,791 shares; 2025Q4: 4,805 shares 4,805 $258K 0.02% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 865 shares 865 $258K 0.02% +184 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,997 shares; 2025Q2: 2,866 shares; 2025Q3: 2,657 shares; 2025Q4: 2,572 shares 2,572 $255K 0.02% -85 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: 3,907 shares; 2024Q4: 3,941 shares; 2025Q1: 5,509 shares; 2025Q2: 5,408 shares; 2025Q3: 5,433 shares; 2025Q4: 5,478 shares 5,478 $255K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: 911 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 945 shares 945 $254K 0.02% +90 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,432 shares 2,432 $252K 0.02% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares 1,440 $251K 0.02% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,369 shares; 2025Q3: 1,347 shares; 2025Q4: 1,310 shares 1,310 $250K 0.02% -37 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,432 shares; 2025Q4: 3,432 shares 3,432 $246K 0.02% 0 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 21,162 shares; 2025Q2: 23,236 shares; 2025Q3: 23,236 shares; 2025Q4: 23,236 shares 23,236 $246K 0.02% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,913 shares; 2025Q4: 10,415 shares 10,415 $245K 0.02% +1,502 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares 3,284 $243K 0.02% new Timeline ITB 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: 2,680 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,504 shares 2,504 $241K 0.02% -25 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: not reported; 2025Q3: not reported; 2025Q4: 5,514 shares 5,514 $238K 0.02% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,735 shares 6,735 $238K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares 1,656 $234K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 516 shares; 2025Q4: 548 shares 548 $233K 0.02% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,158 shares 1,158 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 1,022 shares 1,022 $228K 0.02% +328 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 3,920 shares; 2025Q4: 3,194 shares 3,194 $228K 0.02% -726 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,786 shares; 2025Q4: 1,873 shares 1,873 $227K 0.02% +87 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,831 shares; 2025Q4: 1,800 shares 1,800 $223K 0.02% -31 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,965 shares; 2025Q4: 4,728 shares 4,728 $222K 0.02% -237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,753 shares; 2025Q3: 2,754 shares; 2025Q4: 2,754 shares 2,754 $221K 0.02% 0 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $219K 0.02% 0 Timeline XSW 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: 1,373 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares 1,168 $219K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,761 shares; 2025Q2: 29,573 shares; 2025Q3: 14,514 shares; 2025Q4: 13,194 shares 13,194 $218K 0.02% -1,320 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 13,721 shares; 2025Q3: 14,179 shares; 2025Q4: 13,679 shares 13,679 $217K 0.02% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares 1,720 $217K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,564 shares; 2025Q2: 5,724 shares; 2025Q3: 5,668 shares; 2025Q4: 3,686 shares 3,686 $215K 0.02% -1,982 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares 1,038 $215K 0.02% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 230 shares 230 $215K 0.02% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,621 shares 5,621 $213K 0.02% new Timeline IAI 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: 1,454 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares 1,189 $213K 0.02% 0 Timeline IDU 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: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares 1,967 $213K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares 936 $213K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares 2,187 $210K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,475 shares 2,475 $209K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $209K 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: not reported; 2024Q4: 2,338 shares; 2025Q1: 64,233 shares; 2025Q2: 74,140 shares; 2025Q3: 3,300 shares; 2025Q4: 2,463 shares 2,463 $209K 0.02% -837 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 824 shares 824 $207K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,542 shares 8,542 $205K 0.02% new Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: 689 shares; 2025Q2: 692 shares; 2025Q3: 709 shares; 2025Q4: 710 shares 710 $204K 0.02% +1 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,026 shares; 2025Q4: 904 shares 904 $203K 0.02% -122 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: 2,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,315 shares 2,315 $202K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 2,359 shares; 2025Q3: 2,316 shares; 2025Q4: 1,995 shares 1,995 $201K 0.02% -321 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,849 shares 4,849 $201K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,491 shares; 2024Q4: not reported; 2025Q1: 16,411 shares; 2025Q2: 16,404 shares; 2025Q3: 15,262 shares; 2025Q4: 14,957 shares 14,957 $196K 0.01% -305 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares 10,695 $172K 0.01% 0 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,897 shares; 2024Q4: 41,897 shares; 2025Q1: 41,897 shares; 2025Q2: 41,897 shares; 2025Q3: 41,897 shares; 2025Q4: 41,897 shares 41,897 $161K 0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,532 shares; 2025Q2: 19,729 shares; 2025Q3: 19,929 shares; 2025Q4: 14,119 shares 14,119 $159K 0.01% -5,810 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 12,195 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares 10,695 $142K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,361 shares; 2025Q1: 13,497 shares; 2025Q2: 11,642 shares; 2025Q3: 11,735 shares; 2025Q4: 12,210 shares 12,210 $133K 0.01% +475 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS 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: 13,277 shares; 2025Q2: not reported; 2025Q3: 13,177 shares; 2025Q4: 13,177 shares 13,177 $114K 0.01% 0 Timeline CITR CITROTECH INC More: the full row for CITROTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,331 shares 13,331 $108K 0.01% new Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP 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: 11,274 shares; 2025Q4: 11,274 shares 11,274 $106K 0.01% 0 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $85.3K 0.01% 0 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR 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: 10,689 shares 10,689 $83.2K 0.01% new Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 23,000 shares; 2025Q2: 25,000 shares; 2025Q3: 27,000 shares; 2025Q4: 28,000 shares 28,000 $78.4K 0.01% +1,000 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $61.7K <0.01% 0 Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,032 shares; 2025Q3: 12,247 shares; 2025Q4: 13,469 shares 13,469 $54.1K <0.01% +1,222 Timeline ATAIBECKLEY INC ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 14,500 shares; 2025Q4: 12,150 shares 12,150 $49.7K <0.01% -2,350 ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,847 shares; 2024Q4: 221,059 shares; 2025Q1: 221,059 shares; 2025Q2: 221,059 shares; 2025Q3: 21,789 shares; 2025Q4: 21,789 shares 21,789 $29.9K <0.01% 0 Timeline AUID AUTHID INC More: the full row for AUTHID 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: 14,990 shares; 2025Q3: 14,990 shares; 2025Q4: 19,790 shares 19,790 $17.3K <0.01% +4,800 Timeline EQ EQUILLIUM INC More: the full row for EQUILLIUM 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: 10,500 shares 10,500 $16.3K <0.01% new Timeline DAVIS COMMODITIES LTD DAVIS COMMODITIES LTD More: the full row for DAVIS COMMODITIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,430 shares 13,430 $4.08K <0.01% new