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: 266,264 shares; 2024Q4: 324,005 shares; 2025Q1: 336,537 shares; 2025Q2: 362,745 shares; 2025Q3: 387,010 shares; 2025Q4: 469,753 shares 469,753 $128M 3.78% +82,743 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: 81,849 shares; 2024Q4: 96,753 shares; 2025Q1: 111,795 shares; 2025Q2: 116,139 shares; 2025Q3: 135,005 shares; 2025Q4: 139,219 shares 139,219 $95.4M 2.82% +4,214 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: 729,465 shares; 2024Q4: 812,254 shares; 2025Q1: 915,998 shares; 2025Q2: 1,070,509 shares; 2025Q3: 1,210,734 shares; 2025Q4: 1,214,523 shares 1,214,523 $75.9M 2.24% +3,789 Timeline INTF 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: 1,148,379 shares; 2024Q4: 1,537,960 shares; 2025Q1: 1,729,476 shares; 2025Q2: 1,771,706 shares; 2025Q3: 1,960,755 shares; 2025Q4: 2,005,671 shares 2,005,671 $75.7M 2.24% +44,916 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: 119,523 shares; 2024Q4: 196,792 shares; 2025Q1: 187,302 shares; 2025Q2: 193,110 shares; 2025Q3: 216,691 shares; 2025Q4: 238,966 shares 238,966 $75M 2.22% +22,275 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,049 shares; 2024Q4: 1,313,437 shares; 2025Q1: 1,454,801 shares; 2025Q2: 1,831,771 shares; 2025Q3: 2,128,290 shares; 2025Q4: 2,097,817 shares 2,097,817 $68.4M 2.02% -30,473 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: 189,152 shares; 2024Q4: 240,111 shares; 2025Q1: 247,734 shares; 2025Q2: 265,861 shares; 2025Q3: 311,174 shares; 2025Q4: 359,109 shares 359,109 $67M 1.98% +47,935 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: 430,514 shares; 2024Q4: 1,357,798 shares; 2025Q1: 1,494,078 shares; 2025Q2: 1,881,437 shares; 2025Q3: 2,090,688 shares; 2025Q4: 2,093,243 shares 2,093,243 $62M 1.83% +2,555 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,297 shares; 2024Q4: 540,910 shares; 2025Q1: 540,128 shares; 2025Q2: 421,981 shares; 2025Q3: 422,636 shares; 2025Q4: 541,675 shares 541,675 $61.3M 1.81% +119,039 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,154 shares; 2024Q4: 323,838 shares; 2025Q1: 333,650 shares; 2025Q2: 313,252 shares; 2025Q3: 291,708 shares; 2025Q4: 269,416 shares 269,416 $60.9M 1.8% -22,292 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: 62,502 shares; 2024Q4: 86,370 shares; 2025Q1: 84,100 shares; 2025Q2: 104,243 shares; 2025Q3: 112,563 shares; 2025Q4: 123,045 shares 123,045 $59.5M 1.76% +10,482 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: 253,374 shares; 2024Q4: 333,634 shares; 2025Q1: 417,556 shares; 2025Q2: 514,514 shares; 2025Q3: 662,843 shares; 2025Q4: 764,845 shares 764,845 $56.7M 1.67% +102,002 Timeline LRGF 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: 482,654 shares; 2024Q4: 620,387 shares; 2025Q1: 697,338 shares; 2025Q2: 731,834 shares; 2025Q3: 801,315 shares; 2025Q4: 797,455 shares 797,455 $55.4M 1.64% -3,860 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: 97,257 shares; 2024Q4: 130,364 shares; 2025Q1: 143,364 shares; 2025Q2: 160,972 shares; 2025Q3: 178,225 shares; 2025Q4: 233,958 shares 233,958 $54M 1.6% +55,733 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: 32,551 shares; 2024Q4: 56,114 shares; 2025Q1: 70,482 shares; 2025Q2: 82,796 shares; 2025Q3: 80,283 shares; 2025Q4: 84,447 shares 84,447 $53M 1.57% +4,164 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: 83,548 shares; 2024Q4: 122,756 shares; 2025Q1: 122,826 shares; 2025Q2: 122,743 shares; 2025Q3: 132,760 shares; 2025Q4: 155,130 shares 155,130 $48.6M 1.44% +22,370 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: 61,803 shares; 2024Q4: 65,925 shares; 2025Q1: 73,706 shares; 2025Q2: 69,375 shares; 2025Q3: 75,703 shares; 2025Q4: 72,515 shares 72,515 $47.9M 1.42% -3,188 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: 410,747 shares; 2024Q4: 467,536 shares; 2025Q1: 818,389 shares; 2025Q2: 819,916 shares; 2025Q3: 860,721 shares; 2025Q4: 831,788 shares 831,788 $44.7M 1.32% -28,933 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: 43,505 shares; 2024Q4: 50,287 shares; 2025Q1: 39,283 shares; 2025Q2: 44,329 shares; 2025Q3: 52,699 shares; 2025Q4: 126,482 shares 126,482 $43.8M 1.29% +73,783 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: 86,502 shares; 2024Q4: 98,014 shares; 2025Q1: 111,086 shares; 2025Q2: 137,592 shares; 2025Q3: 151,295 shares; 2025Q4: 154,846 shares 154,846 $39.9M 1.18% +3,551 Timeline NFLT 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: 674,953 shares; 2024Q4: 1,064,809 shares; 2025Q1: 1,244,345 shares; 2025Q2: 1,395,236 shares; 2025Q3: 1,571,181 shares; 2025Q4: 1,651,329 shares 1,651,329 $38M 1.12% +80,148 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: 13,318 shares; 2024Q4: 29,626 shares; 2025Q1: 74,873 shares; 2025Q2: 68,827 shares; 2025Q3: 80,420 shares; 2025Q4: 76,108 shares 76,108 $37.1M 1.1% -4,312 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911,342 shares 911,342 $34.1M 1.01% new 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: 30,348 shares; 2024Q4: 31,797 shares; 2025Q1: 39,559 shares; 2025Q2: 47,897 shares; 2025Q3: 63,319 shares; 2025Q4: 63,162 shares 63,162 $31.7M 0.94% -157 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 17,662 shares; 2025Q1: 22,734 shares; 2025Q2: 54,700 shares; 2025Q3: 302,765 shares; 2025Q4: 578,922 shares 578,922 $30.5M 0.9% +276,157 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,206 shares; 2025Q2: 17,013 shares; 2025Q3: 256,179 shares; 2025Q4: 369,300 shares 369,300 $28.4M 0.84% +113,121 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: 197,459 shares; 2024Q4: 218,013 shares; 2025Q1: 203,427 shares; 2025Q2: 222,163 shares; 2025Q3: 269,103 shares; 2025Q4: 271,627 shares 271,627 $27.1M 0.8% +2,524 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: 19,971 shares; 2024Q4: 21,357 shares; 2025Q1: 25,088 shares; 2025Q2: 36,242 shares; 2025Q3: 78,804 shares; 2025Q4: 80,576 shares 80,576 $27M 0.8% +1,772 Timeline IUSB 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: 283,932 shares; 2024Q4: 433,764 shares; 2025Q1: 476,154 shares; 2025Q2: 526,160 shares; 2025Q3: 520,584 shares; 2025Q4: 573,997 shares 573,997 $26.7M 0.79% +53,413 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: 92,854 shares; 2024Q4: 102,841 shares; 2025Q1: 114,734 shares; 2025Q2: 121,976 shares; 2025Q3: 135,021 shares; 2025Q4: 133,646 shares 133,646 $26.7M 0.79% -1,375 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: 54,816 shares; 2024Q4: 61,791 shares; 2025Q1: 62,665 shares; 2025Q2: 66,390 shares; 2025Q3: 71,110 shares; 2025Q4: 79,859 shares 79,859 $25.7M 0.76% +8,749 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: 9,786 shares; 2024Q4: 56,785 shares; 2025Q1: 136,647 shares; 2025Q2: 130,998 shares; 2025Q3: 135,200 shares; 2025Q4: 127,779 shares 127,779 $24.4M 0.72% -7,421 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,834 shares; 2024Q4: 32,114 shares; 2025Q1: 31,405 shares; 2025Q2: 46,151 shares; 2025Q3: 41,684 shares; 2025Q4: 50,757 shares 50,757 $22.8M 0.67% +9,073 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,629 shares; 2024Q4: 186,331 shares; 2025Q1: 218,650 shares; 2025Q2: 236,710 shares; 2025Q3: 263,984 shares; 2025Q4: 277,809 shares 277,809 $19.3M 0.57% +13,825 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: 26,668 shares; 2024Q4: 41,268 shares; 2025Q1: 36,786 shares; 2025Q2: 85,911 shares; 2025Q3: 206,042 shares; 2025Q4: 209,568 shares 209,568 $18.7M 0.55% +3,526 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,786 shares; 2024Q4: 204,136 shares; 2025Q1: 247,309 shares; 2025Q2: 286,687 shares; 2025Q3: 333,192 shares; 2025Q4: 367,123 shares 367,123 $18.5M 0.55% +33,931 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,049 shares; 2024Q4: 135,903 shares; 2025Q1: 226,838 shares; 2025Q2: 249,542 shares; 2025Q3: 308,063 shares; 2025Q4: 337,560 shares 337,560 $17.8M 0.53% +29,497 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,236 shares; 2024Q4: 227,157 shares; 2025Q1: 234,922 shares; 2025Q2: 263,515 shares; 2025Q3: 279,581 shares; 2025Q4: 290,230 shares 290,230 $17.5M 0.52% +10,649 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: 19,645 shares; 2024Q4: 24,767 shares; 2025Q1: 31,224 shares; 2025Q2: 32,003 shares; 2025Q3: 32,194 shares; 2025Q4: 28,243 shares 28,243 $17.4M 0.51% -3,951 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: 163,325 shares; 2024Q4: 694,178 shares; 2025Q1: 546,481 shares; 2025Q2: 629,376 shares; 2025Q3: 638,141 shares; 2025Q4: 657,681 shares 657,681 $17.3M 0.51% +19,540 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: 387,632 shares; 2024Q4: 963,163 shares; 2025Q1: 813,593 shares; 2025Q2: 717,846 shares; 2025Q3: 705,082 shares; 2025Q4: 713,934 shares 713,934 $17.2M 0.51% +8,852 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: 30,258 shares; 2024Q4: 43,478 shares; 2025Q1: 43,710 shares; 2025Q2: 30,340 shares; 2025Q3: 28,990 shares; 2025Q4: 25,110 shares 25,110 $17.1M 0.51% -3,880 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,888 shares; 2024Q4: 405,599 shares; 2025Q1: 429,993 shares; 2025Q2: 448,135 shares; 2025Q3: 503,190 shares; 2025Q4: 533,528 shares 533,528 $15.9M 0.47% +30,338 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 601,549 shares 601,549 $15.3M 0.45% 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: 30,458 shares; 2024Q4: 26,183 shares; 2025Q1: 39,670 shares; 2025Q2: 82,255 shares; 2025Q3: 83,892 shares; 2025Q4: 85,317 shares 85,317 $15.2M 0.45% +1,425 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 11,780 shares; 2025Q2: 14,297 shares; 2025Q3: 17,416 shares; 2025Q4: 272,928 shares 272,928 $13.6M 0.4% +255,512 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: 34,099 shares; 2024Q4: 39,830 shares; 2025Q1: 33,213 shares; 2025Q2: 35,416 shares; 2025Q3: 39,007 shares; 2025Q4: 43,507 shares 43,507 $13.2M 0.39% +4,500 Timeline IGIB 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: 125,501 shares; 2024Q4: 146,302 shares; 2025Q1: 142,562 shares; 2025Q2: 184,269 shares; 2025Q3: 227,300 shares; 2025Q4: 228,037 shares 228,037 $12.3M 0.36% +737 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: 44,410 shares; 2024Q4: 40,277 shares; 2025Q1: 49,109 shares; 2025Q2: 45,671 shares; 2025Q3: 52,605 shares; 2025Q4: 59,221 shares 59,221 $12.3M 0.36% +6,616 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: 19,085 shares; 2024Q4: 24,327 shares; 2025Q1: 27,258 shares; 2025Q2: 34,436 shares; 2025Q3: 37,226 shares; 2025Q4: 42,035 shares 42,035 $12.2M 0.36% +4,809 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: 2,547 shares; 2024Q4: 4,711 shares; 2025Q1: 36,665 shares; 2025Q2: 29,983 shares; 2025Q3: 29,698 shares; 2025Q4: 25,745 shares 25,745 $12.2M 0.36% -3,953 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: 4,941 shares; 2024Q4: 15,714 shares; 2025Q1: 66,932 shares; 2025Q2: 57,208 shares; 2025Q3: 59,019 shares; 2025Q4: 57,018 shares 57,018 $12.1M 0.36% -2,001 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 6,239 shares; 2025Q1: 8,143 shares; 2025Q2: 8,151 shares; 2025Q3: 8,715 shares; 2025Q4: 10,229 shares 10,229 $11M 0.32% +1,514 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,996 shares; 2024Q4: 393,443 shares; 2025Q1: 468,606 shares; 2025Q2: 517,324 shares; 2025Q3: 537,034 shares; 2025Q4: 472,896 shares 472,896 $10.9M 0.32% -64,138 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: 46,514 shares; 2024Q4: 47,044 shares; 2025Q1: 43,008 shares; 2025Q2: 37,004 shares; 2025Q3: 36,954 shares; 2025Q4: 43,256 shares 43,256 $10.6M 0.31% +6,302 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: 108,248 shares; 2024Q4: 123,965 shares; 2025Q1: 117,280 shares; 2025Q2: 122,541 shares; 2025Q3: 125,409 shares; 2025Q4: 128,357 shares 128,357 $10.4M 0.31% +2,948 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: 22,322 shares; 2024Q4: 23,193 shares; 2025Q1: 15,535 shares; 2025Q2: 16,373 shares; 2025Q3: 17,237 shares; 2025Q4: 18,177 shares 18,177 $10.4M 0.31% +940 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: 36,638 shares; 2024Q4: 35,593 shares; 2025Q1: 27,689 shares; 2025Q2: 38,121 shares; 2025Q3: 77,978 shares; 2025Q4: 85,815 shares 85,815 $10.3M 0.3% +7,837 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,777 shares; 2025Q1: 43,930 shares; 2025Q2: 37,842 shares; 2025Q3: 37,536 shares; 2025Q4: 34,074 shares 34,074 $10.3M 0.3% -3,462 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: 23,292 shares; 2024Q4: 25,235 shares; 2025Q1: 27,930 shares; 2025Q2: 29,331 shares; 2025Q3: 31,498 shares; 2025Q4: 34,236 shares 34,236 $10.1M 0.3% +2,738 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: 12,373 shares; 2024Q4: 14,495 shares; 2025Q1: 17,139 shares; 2025Q2: 14,954 shares; 2025Q3: 18,807 shares; 2025Q4: 44,341 shares 44,341 $10.1M 0.3% +25,534 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest 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: 303,670 shares; 2025Q4: 371,201 shares 371,201 $10.1M 0.3% +67,531 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: 51,388 shares; 2024Q4: 63,145 shares; 2025Q1: 61,894 shares; 2025Q2: 65,471 shares; 2025Q3: 66,879 shares; 2025Q4: 89,819 shares 89,819 $10M 0.3% +22,940 Timeline IGSB 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: 118,961 shares; 2024Q4: 140,471 shares; 2025Q1: 156,824 shares; 2025Q2: 156,871 shares; 2025Q3: 178,780 shares; 2025Q4: 184,716 shares 184,716 $9.77M 0.29% +5,936 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: 143,888 shares; 2024Q4: 151,844 shares; 2025Q1: 146,111 shares; 2025Q2: 138,902 shares; 2025Q3: 156,949 shares; 2025Q4: 176,261 shares 176,261 $9.69M 0.29% +19,312 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 7,620 shares; 2025Q3: 83,110 shares; 2025Q4: 92,176 shares 92,176 $9.4M 0.28% +9,066 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: 373,092 shares 373,092 $9.26M 0.27% new 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: 267,912 shares; 2025Q2: 236,759 shares; 2025Q3: 239,095 shares; 2025Q4: 183,763 shares 183,763 $9.17M 0.27% -55,332 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: 9,062 shares; 2024Q4: 11,579 shares; 2025Q1: 13,176 shares; 2025Q2: 14,793 shares; 2025Q3: 15,933 shares; 2025Q4: 15,620 shares 15,620 $8.92M 0.26% -313 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,662 shares; 2024Q4: 49,709 shares; 2025Q1: 56,325 shares; 2025Q2: 50,940 shares; 2025Q3: 58,744 shares; 2025Q4: 73,531 shares 73,531 $8.85M 0.26% +14,787 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,257 shares; 2024Q4: 41,393 shares; 2025Q1: 44,461 shares; 2025Q2: 45,588 shares; 2025Q3: 62,002 shares; 2025Q4: 87,883 shares 87,883 $8.82M 0.26% +25,881 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,217 shares; 2024Q4: 76,164 shares; 2025Q1: 75,007 shares; 2025Q2: 101,636 shares; 2025Q3: 170,848 shares; 2025Q4: 181,000 shares 181,000 $8.75M 0.26% +10,152 Timeline DFUV 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: 290,875 shares; 2025Q2: 244,044 shares; 2025Q3: 228,068 shares; 2025Q4: 185,504 shares 185,504 $8.64M 0.26% -42,564 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 7,161 shares; 2025Q1: 8,141 shares; 2025Q2: 10,826 shares; 2025Q3: 11,034 shares; 2025Q4: 91,650 shares 91,650 $8.59M 0.25% +80,616 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: 9,433 shares; 2024Q4: 10,099 shares; 2025Q1: 10,379 shares; 2025Q2: 11,126 shares; 2025Q3: 9,051 shares; 2025Q4: 9,732 shares 9,732 $8.39M 0.25% +681 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: 10,163 shares; 2024Q4: 18,664 shares; 2025Q1: 22,307 shares; 2025Q2: 23,733 shares; 2025Q3: 44,236 shares; 2025Q4: 38,030 shares 38,030 $8.14M 0.24% -6,206 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: 132,967 shares; 2024Q4: 133,841 shares; 2025Q1: 145,072 shares; 2025Q2: 145,460 shares; 2025Q3: 152,591 shares; 2025Q4: 141,106 shares 141,106 $8.04M 0.24% -11,485 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: 35,888 shares; 2024Q4: 169,673 shares; 2025Q1: 186,035 shares; 2025Q2: 210,039 shares; 2025Q3: 288,368 shares; 2025Q4: 289,463 shares 289,463 $7.94M 0.23% +1,095 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,520 shares; 2024Q4: 61,697 shares; 2025Q1: 50,127 shares; 2025Q2: 55,464 shares; 2025Q3: 66,311 shares; 2025Q4: 71,345 shares 71,345 $7.86M 0.23% +5,034 Timeline CSHI 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: 92,980 shares; 2024Q4: 102,054 shares; 2025Q1: 113,748 shares; 2025Q2: 142,523 shares; 2025Q3: 159,418 shares; 2025Q4: 157,316 shares 157,316 $7.82M 0.23% -2,102 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: 13,350 shares; 2024Q4: 15,980 shares; 2025Q1: 17,992 shares; 2025Q2: 19,462 shares; 2025Q3: 20,200 shares; 2025Q4: 22,122 shares 22,122 $7.76M 0.23% +1,922 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,573 shares; 2024Q4: 38,380 shares; 2025Q1: 44,578 shares; 2025Q2: 47,683 shares; 2025Q3: 53,480 shares; 2025Q4: 54,289 shares 54,289 $7.66M 0.23% +809 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: 11,125 shares; 2024Q4: 11,426 shares; 2025Q1: 11,229 shares; 2025Q2: 7,464 shares; 2025Q3: 7,966 shares; 2025Q4: 8,578 shares 8,578 $7.54M 0.22% +612 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: 25,332 shares; 2024Q4: 25,032 shares; 2025Q1: 10,554 shares; 2025Q2: 10,749 shares; 2025Q3: 11,935 shares; 2025Q4: 23,811 shares 23,811 $7.33M 0.22% +11,876 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: 5,930 shares; 2024Q4: 16,399 shares; 2025Q1: 24,500 shares; 2025Q2: 19,478 shares; 2025Q3: 17,167 shares; 2025Q4: 49,473 shares 49,473 $7.12M 0.21% +32,306 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,855 shares; 2024Q4: 111,953 shares; 2025Q1: 119,233 shares; 2025Q2: 135,210 shares; 2025Q3: 130,490 shares; 2025Q4: 138,733 shares 138,733 $7.06M 0.21% +8,243 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,324 shares; 2024Q4: 75,460 shares; 2025Q1: 86,941 shares; 2025Q2: 86,162 shares; 2025Q3: 92,424 shares; 2025Q4: 85,401 shares 85,401 $6.92M 0.2% -7,023 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: 62,451 shares; 2024Q4: 33,877 shares; 2025Q1: 34,068 shares; 2025Q2: 33,058 shares; 2025Q3: 38,168 shares; 2025Q4: 84,945 shares 84,945 $6.82M 0.2% +46,777 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: 72,132 shares; 2024Q4: 95,053 shares; 2025Q1: 79,828 shares; 2025Q2: 75,784 shares; 2025Q3: 73,021 shares; 2025Q4: 70,866 shares 70,866 $6.81M 0.2% -2,155 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: 31,018 shares; 2024Q4: 34,517 shares; 2025Q1: 35,246 shares; 2025Q2: 33,114 shares; 2025Q3: 39,183 shares; 2025Q4: 62,935 shares 62,935 $6.62M 0.2% +23,752 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: 6,717 shares; 2024Q4: 56,203 shares; 2025Q1: 26,388 shares; 2025Q2: 37,262 shares; 2025Q3: 51,752 shares; 2025Q4: 60,117 shares 60,117 $6.44M 0.19% +8,365 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,619 shares; 2025Q1: 3,992 shares; 2025Q2: 3,958 shares; 2025Q3: 4,488 shares; 2025Q4: 11,065 shares 11,065 $6.41M 0.19% +6,577 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: 29,803 shares; 2024Q4: 32,339 shares; 2025Q1: 36,588 shares; 2025Q2: 33,957 shares; 2025Q3: 38,642 shares; 2025Q4: 41,909 shares 41,909 $6.39M 0.19% +3,267 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,077 shares 87,077 $6.24M 0.18% new 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: 54,981 shares; 2024Q4: 55,128 shares; 2025Q1: 53,085 shares; 2025Q2: 57,864 shares; 2025Q3: 61,535 shares; 2025Q4: 63,235 shares 63,235 $6.08M 0.18% +1,700 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: 55,127 shares; 2024Q4: 82,506 shares; 2025Q1: 97,726 shares; 2025Q2: 104,742 shares; 2025Q3: 92,293 shares; 2025Q4: 67,841 shares 67,841 $5.91M 0.17% -24,452 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: 20,535 shares; 2024Q4: 30,565 shares; 2025Q1: 28,981 shares; 2025Q2: 36,818 shares; 2025Q3: 31,067 shares; 2025Q4: 29,629 shares 29,629 $5.88M 0.17% -1,438 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,102 shares; 2024Q4: 40,592 shares; 2025Q1: 56,674 shares; 2025Q2: 60,421 shares; 2025Q3: 68,535 shares; 2025Q4: 74,634 shares 74,634 $5.87M 0.17% +6,099 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 24,222 shares; 2025Q1: 21,570 shares; 2025Q2: 18,164 shares; 2025Q3: 18,208 shares; 2025Q4: 18,500 shares 18,500 $5.82M 0.17% +292 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,442 shares; 2024Q4: 31,109 shares; 2025Q1: 27,859 shares; 2025Q2: 45,428 shares; 2025Q3: 80,135 shares; 2025Q4: 73,608 shares 73,608 $5.8M 0.17% -6,527 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 719 shares; 2025Q1: 831 shares; 2025Q2: 951 shares; 2025Q3: 1,039 shares; 2025Q4: 1,057 shares 1,057 $5.66M 0.17% +18 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: 252,004 shares; 2024Q4: 343,617 shares; 2025Q1: 412,929 shares; 2025Q2: 425,416 shares; 2025Q3: 80,344 shares; 2025Q4: 77,844 shares 77,844 $5.66M 0.17% -2,500 Timeline SGOV 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: 4,630 shares; 2024Q4: 6,427 shares; 2025Q1: 8,165 shares; 2025Q2: 8,094 shares; 2025Q3: 7,535 shares; 2025Q4: 56,038 shares 56,038 $5.63M 0.17% +48,503 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: 39,774 shares; 2024Q4: 40,138 shares; 2025Q1: 40,694 shares; 2025Q2: 17,956 shares; 2025Q3: 20,343 shares; 2025Q4: 30,010 shares 30,010 $5.5M 0.16% +9,667 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: 29,954 shares; 2024Q4: 33,849 shares; 2025Q1: 33,592 shares; 2025Q2: 27,934 shares; 2025Q3: 30,403 shares; 2025Q4: 37,642 shares 37,642 $5.39M 0.16% +7,239 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: 13,195 shares; 2024Q4: 18,656 shares; 2025Q1: 21,018 shares; 2025Q2: 14,824 shares; 2025Q3: 88,378 shares; 2025Q4: 107,727 shares 107,727 $5.35M 0.16% +19,349 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,169 shares; 2024Q4: 211,947 shares; 2025Q1: 198,728 shares; 2025Q2: 183,484 shares; 2025Q3: 193,119 shares; 2025Q4: 187,268 shares 187,268 $5.33M 0.16% -5,851 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: 15,555 shares; 2024Q4: 21,211 shares; 2025Q1: 24,277 shares; 2025Q2: 28,499 shares; 2025Q3: 30,617 shares; 2025Q4: 33,105 shares 33,105 $5.33M 0.16% +2,488 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: 21,740 shares; 2024Q4: 24,425 shares; 2025Q1: 34,084 shares; 2025Q2: 32,052 shares; 2025Q3: 36,409 shares; 2025Q4: 66,013 shares 66,013 $5.09M 0.15% +29,604 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: 2,419 shares; 2024Q4: 3,291 shares; 2025Q1: 3,582 shares; 2025Q2: 2,726 shares; 2025Q3: 3,268 shares; 2025Q4: 4,736 shares 4,736 $5.07M 0.15% +1,468 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: 18,055 shares; 2024Q4: 17,837 shares; 2025Q1: 18,149 shares; 2025Q2: 18,941 shares; 2025Q3: 22,031 shares; 2025Q4: 23,237 shares 23,237 $5.05M 0.15% +1,206 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,983 shares; 2024Q4: 54,709 shares; 2025Q1: 55,728 shares; 2025Q2: 67,188 shares; 2025Q3: 78,994 shares; 2025Q4: 85,432 shares 85,432 $4.91M 0.15% +6,438 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: 12,714 shares; 2024Q4: 13,511 shares; 2025Q1: 14,667 shares; 2025Q2: 13,616 shares; 2025Q3: 13,639 shares; 2025Q4: 12,995 shares 12,995 $4.85M 0.14% -644 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: 23,248 shares; 2024Q4: 24,774 shares; 2025Q1: 25,426 shares; 2025Q2: 23,095 shares; 2025Q3: 23,739 shares; 2025Q4: 27,651 shares 27,651 $4.81M 0.14% +3,912 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: 8,489 shares; 2024Q4: 9,362 shares; 2025Q1: 45,123 shares; 2025Q2: 42,704 shares; 2025Q3: 41,129 shares; 2025Q4: 41,356 shares 41,356 $4.8M 0.14% +227 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: 4,499 shares; 2024Q4: 5,399 shares; 2025Q1: 6,530 shares; 2025Q2: 7,081 shares; 2025Q3: 7,911 shares; 2025Q4: 15,617 shares 15,617 $4.77M 0.14% +7,706 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: 20,149 shares; 2024Q4: 15,027 shares; 2025Q1: 31,467 shares; 2025Q2: 22,940 shares; 2025Q3: 34,700 shares; 2025Q4: 127,906 shares 127,906 $4.72M 0.14% +93,206 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: 11,999 shares; 2024Q4: 14,884 shares; 2025Q1: 17,540 shares; 2025Q2: 19,262 shares; 2025Q3: 17,646 shares; 2025Q4: 17,781 shares 17,781 $4.71M 0.14% +135 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: 16,449 shares; 2024Q4: 19,846 shares; 2025Q1: 20,384 shares; 2025Q2: 23,100 shares; 2025Q3: 24,305 shares; 2025Q4: 37,315 shares 37,315 $4.68M 0.14% +13,010 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: 10,731 shares; 2024Q4: 14,057 shares; 2025Q1: 15,518 shares; 2025Q2: 15,586 shares; 2025Q3: 18,730 shares; 2025Q4: 20,742 shares 20,742 $4.56M 0.13% +2,012 Timeline SCHC 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: 5,593 shares; 2024Q4: 6,470 shares; 2025Q1: 127,285 shares; 2025Q2: 124,197 shares; 2025Q3: 108,379 shares; 2025Q4: 98,557 shares 98,557 $4.49M 0.13% -9,822 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 8,312 shares; 2025Q1: 23,193 shares; 2025Q2: 36,196 shares; 2025Q3: 38,995 shares; 2025Q4: 36,148 shares 36,148 $4.44M 0.13% -2,847 Timeline TRT TRIO TECH INTL More: the full row for TRIO TECH INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359,500 shares; 2025Q3: 359,500 shares; 2025Q4: 334,500 shares 334,500 $4.43M 0.13% -25,000 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: 14,579 shares; 2024Q4: 16,903 shares; 2025Q1: 17,751 shares; 2025Q2: 20,722 shares; 2025Q3: 22,477 shares; 2025Q4: 22,520 shares 22,520 $4.39M 0.13% +43 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,046 shares; 2024Q4: 22,489 shares; 2025Q1: 26,340 shares; 2025Q2: 24,538 shares; 2025Q3: 27,389 shares; 2025Q4: 29,820 shares 29,820 $4.37M 0.13% +2,431 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: 136,658 shares; 2024Q4: 137,642 shares; 2025Q1: 138,489 shares; 2025Q2: 85,387 shares; 2025Q3: 54,084 shares; 2025Q4: 53,350 shares 53,350 $4.32M 0.13% -734 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: 26,522 shares; 2024Q4: 30,189 shares; 2025Q1: 45,678 shares; 2025Q2: 43,571 shares; 2025Q3: 45,697 shares; 2025Q4: 61,783 shares 61,783 $4.32M 0.13% +16,086 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: 25,971 shares; 2024Q4: 29,305 shares; 2025Q1: 30,440 shares; 2025Q2: 30,520 shares; 2025Q3: 34,815 shares; 2025Q4: 36,322 shares 36,322 $4.24M 0.13% +1,507 Timeline USIG 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: 7,862 shares; 2024Q4: 11,434 shares; 2025Q1: 4,750 shares; 2025Q2: 19,887 shares; 2025Q3: 76,801 shares; 2025Q4: 81,723 shares 81,723 $4.23M 0.13% +4,922 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: 25,855 shares; 2024Q4: 30,976 shares; 2025Q1: 34,502 shares; 2025Q2: 37,397 shares; 2025Q3: 41,586 shares; 2025Q4: 45,287 shares 45,287 $4.22M 0.12% +3,701 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: 7,171 shares; 2024Q4: 14,964 shares; 2025Q1: 19,729 shares; 2025Q2: 31,142 shares; 2025Q3: 34,608 shares; 2025Q4: 35,057 shares 35,057 $4.18M 0.12% +449 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: 7,390 shares; 2024Q4: 8,675 shares; 2025Q1: 8,966 shares; 2025Q2: 9,502 shares; 2025Q3: 11,478 shares; 2025Q4: 12,060 shares 12,060 $4.15M 0.12% +582 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274,394 shares 274,394 $4.12M 0.12% new 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: 12,893 shares; 2024Q4: 15,220 shares; 2025Q1: 15,230 shares; 2025Q2: 19,544 shares; 2025Q3: 20,294 shares; 2025Q4: 23,037 shares 23,037 $4.09M 0.12% +2,743 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,789 shares; 2025Q1: 8,983 shares; 2025Q2: 10,782 shares; 2025Q3: 11,021 shares; 2025Q4: 8,453 shares 8,453 $4.06M 0.12% -2,568 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: 9,139 shares; 2024Q4: 10,712 shares; 2025Q1: 11,897 shares; 2025Q2: 13,147 shares; 2025Q3: 15,282 shares; 2025Q4: 25,988 shares 25,988 $3.99M 0.12% +10,706 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: 6,819 shares; 2024Q4: 8,659 shares; 2025Q1: 12,301 shares; 2025Q2: 10,396 shares; 2025Q3: 11,320 shares; 2025Q4: 13,837 shares 13,837 $3.95M 0.12% +2,517 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,835 shares; 2024Q4: 18,707 shares; 2025Q1: 35,973 shares; 2025Q2: 23,914 shares; 2025Q3: 32,928 shares; 2025Q4: 42,583 shares 42,583 $3.91M 0.12% +9,655 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,431 shares; 2024Q4: 31,581 shares; 2025Q1: 34,684 shares; 2025Q2: 38,122 shares; 2025Q3: 41,202 shares; 2025Q4: 42,820 shares 42,820 $3.91M 0.12% +1,618 Timeline SPHY 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: 109,499 shares; 2024Q4: 133,665 shares; 2025Q1: 146,159 shares; 2025Q2: 187,675 shares; 2025Q3: 253,471 shares; 2025Q4: 161,797 shares 161,797 $3.83M 0.11% -91,674 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: 25,315 shares; 2024Q4: 29,953 shares; 2025Q1: 29,947 shares; 2025Q2: 29,852 shares; 2025Q3: 33,626 shares; 2025Q4: 33,620 shares 33,620 $3.82M 0.11% -6 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 5,534 shares; 2025Q1: 5,251 shares; 2025Q2: 4,905 shares; 2025Q3: 5,989 shares; 2025Q4: 4,997 shares 4,997 $3.77M 0.11% -992 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,391 shares; 2024Q4: 15,933 shares; 2025Q1: 21,761 shares; 2025Q2: 20,640 shares; 2025Q3: 23,339 shares; 2025Q4: 27,034 shares 27,034 $3.73M 0.11% +3,695 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: 28,616 shares; 2024Q4: 26,680 shares; 2025Q1: 35,926 shares; 2025Q2: 40,919 shares; 2025Q3: 44,419 shares; 2025Q4: 44,998 shares 44,998 $3.73M 0.11% +579 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: 6,157 shares; 2024Q4: 6,803 shares; 2025Q1: 6,839 shares; 2025Q2: 7,339 shares; 2025Q3: 7,269 shares; 2025Q4: 9,368 shares 9,368 $3.71M 0.11% +2,099 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: 51,998 shares; 2024Q4: 52,611 shares; 2025Q1: 68,537 shares; 2025Q2: 61,185 shares; 2025Q3: 55,900 shares; 2025Q4: 54,680 shares 54,680 $3.68M 0.11% -1,220 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 14,456 shares; 2025Q1: 12,518 shares; 2025Q2: 17,342 shares; 2025Q3: 19,817 shares; 2025Q4: 21,469 shares 21,469 $3.66M 0.11% +1,652 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: 4,589 shares; 2024Q4: 5,435 shares; 2025Q1: 5,151 shares; 2025Q2: 6,637 shares; 2025Q3: 8,652 shares; 2025Q4: 9,842 shares 9,842 $3.64M 0.11% +1,190 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: 1,363 shares; 2024Q4: 2,337 shares; 2025Q1: 4,149 shares; 2025Q2: 5,020 shares; 2025Q3: 4,657 shares; 2025Q4: 6,426 shares 6,426 $3.64M 0.11% +1,769 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 13,419 shares; 2025Q1: 16,639 shares; 2025Q2: 18,130 shares; 2025Q3: 19,333 shares; 2025Q4: 19,588 shares 19,588 $3.61M 0.11% +255 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 71,735 shares 71,735 $3.6M 0.11% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,699 shares; 2024Q4: 64,796 shares; 2025Q1: 57,410 shares; 2025Q2: 54,628 shares; 2025Q3: 49,660 shares; 2025Q4: 47,992 shares 47,992 $3.57M 0.11% -1,668 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,356 shares; 2024Q4: 28,034 shares; 2025Q1: 26,592 shares; 2025Q2: 23,147 shares; 2025Q3: 24,372 shares; 2025Q4: 24,897 shares 24,897 $3.57M 0.11% +525 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: 5,773 shares; 2024Q4: 6,621 shares; 2025Q1: 7,246 shares; 2025Q2: 10,385 shares; 2025Q3: 25,311 shares; 2025Q4: 14,716 shares 14,716 $3.57M 0.11% -10,595 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: 118,332 shares; 2024Q4: 127,800 shares; 2025Q1: 227,488 shares; 2025Q2: 240,779 shares; 2025Q3: 258,724 shares; 2025Q4: 143,120 shares 143,120 $3.56M 0.11% -115,604 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,286 shares; 2024Q4: 81,895 shares; 2025Q1: 83,592 shares; 2025Q2: 83,592 shares; 2025Q3: 83,592 shares; 2025Q4: 85,044 shares 85,044 $3.49M 0.1% +1,452 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,523 shares; 2024Q4: 50,864 shares; 2025Q1: 67,054 shares; 2025Q2: 79,071 shares; 2025Q3: 83,654 shares; 2025Q4: 84,727 shares 84,727 $3.42M 0.1% +1,073 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: 30,679 shares; 2024Q4: 35,105 shares; 2025Q1: 40,499 shares; 2025Q2: 39,806 shares; 2025Q3: 43,411 shares; 2025Q4: 41,494 shares 41,494 $3.39M 0.1% -1,917 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: 16,487 shares; 2024Q4: 16,901 shares; 2025Q1: 18,283 shares; 2025Q2: 16,952 shares; 2025Q3: 18,390 shares; 2025Q4: 21,860 shares 21,860 $3.37M 0.1% +3,470 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: 16,588 shares; 2024Q4: 15,882 shares; 2025Q1: 15,240 shares; 2025Q2: 17,540 shares; 2025Q3: 14,958 shares; 2025Q4: 22,347 shares 22,347 $3.32M 0.1% +7,389 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: 515,591 shares; 2024Q4: 908,390 shares; 2025Q1: 964,827 shares; 2025Q2: 861,881 shares; 2025Q3: 269,823 shares; 2025Q4: 45,238 shares 45,238 $3.25M 0.1% -224,585 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 7,247 shares; 2025Q1: 7,272 shares; 2025Q2: 7,111 shares; 2025Q3: 8,817 shares; 2025Q4: 9,744 shares 9,744 $3.22M 0.1% +927 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,384 shares; 2025Q1: 65,579 shares; 2025Q2: 62,205 shares; 2025Q3: 56,364 shares; 2025Q4: 53,489 shares 53,489 $3.18M 0.09% -2,875 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,288 shares; 2024Q4: 31,967 shares; 2025Q1: 29,945 shares; 2025Q2: 30,967 shares; 2025Q3: 32,991 shares; 2025Q4: 35,964 shares 35,964 $3.18M 0.09% +2,973 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 13,758 shares; 2025Q1: 15,098 shares; 2025Q2: 21,608 shares; 2025Q3: 29,890 shares; 2025Q4: 29,472 shares 29,472 $3.14M 0.09% -418 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,532 shares; 2025Q1: 3,251 shares; 2025Q2: 3,624 shares; 2025Q3: 3,818 shares; 2025Q4: 4,692 shares 4,692 $3.11M 0.09% +874 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,806 shares; 2025Q1: 3,173 shares; 2025Q2: 3,370 shares; 2025Q3: 3,865 shares; 2025Q4: 11,122 shares 11,122 $3.1M 0.09% +7,257 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: 25,825 shares; 2024Q4: 28,601 shares; 2025Q1: 29,135 shares; 2025Q2: 44,844 shares; 2025Q3: 49,006 shares; 2025Q4: 64,607 shares 64,607 $3.09M 0.09% +15,601 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,245 shares; 2024Q4: 30,731 shares; 2025Q1: 29,490 shares; 2025Q2: 30,197 shares; 2025Q3: 28,994 shares; 2025Q4: 29,652 shares 29,652 $3.07M 0.09% +658 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: 5,388 shares; 2024Q4: 5,362 shares; 2025Q1: 6,705 shares; 2025Q2: 6,311 shares; 2025Q3: 6,840 shares; 2025Q4: 9,377 shares 9,377 $3.07M 0.09% +2,537 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 81,923 shares; 2025Q1: 97,259 shares; 2025Q2: 100,788 shares; 2025Q3: 109,957 shares; 2025Q4: 116,478 shares 116,478 $2.98M 0.09% +6,521 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,930 shares; 2024Q4: 127,484 shares; 2025Q1: 164,982 shares; 2025Q2: 194,128 shares; 2025Q3: 225,879 shares; 2025Q4: 253,126 shares 253,126 $2.97M 0.09% +27,247 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,179 shares; 2025Q1: 2,843 shares; 2025Q2: 2,525 shares; 2025Q3: 2,384 shares; 2025Q4: 6,541 shares 6,541 $2.97M 0.09% +4,157 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,999 shares; 2024Q4: 9,830 shares; 2025Q1: 12,626 shares; 2025Q2: 15,629 shares; 2025Q3: 15,236 shares; 2025Q4: 18,066 shares 18,066 $2.9M 0.09% +2,830 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,029 shares 113,029 $2.88M 0.09% new 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: 31,697 shares; 2024Q4: 31,123 shares; 2025Q1: 31,335 shares; 2025Q2: 42,158 shares; 2025Q3: 34,562 shares; 2025Q4: 35,521 shares 35,521 $2.85M 0.08% +959 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: 10,345 shares; 2024Q4: 10,248 shares; 2025Q1: 10,881 shares; 2025Q2: 10,313 shares; 2025Q3: 11,001 shares; 2025Q4: 12,152 shares 12,152 $2.81M 0.08% +1,151 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: 26,562 shares; 2024Q4: 24,891 shares; 2025Q1: 38,493 shares; 2025Q2: 29,580 shares; 2025Q3: 37,445 shares; 2025Q4: 38,107 shares 38,107 $2.8M 0.08% +662 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: 6,241 shares; 2024Q4: 6,928 shares; 2025Q1: 8,088 shares; 2025Q2: 8,032 shares; 2025Q3: 8,062 shares; 2025Q4: 12,703 shares 12,703 $2.79M 0.08% +4,641 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 12,486 shares; 2025Q1: 12,508 shares; 2025Q2: 13,117 shares; 2025Q3: 11,655 shares; 2025Q4: 11,481 shares 11,481 $2.79M 0.08% -174 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: 33,054 shares; 2024Q4: 79,946 shares; 2025Q1: 84,662 shares; 2025Q2: 97,426 shares; 2025Q3: 111,185 shares; 2025Q4: 110,766 shares 110,766 $2.78M 0.08% -419 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: 4,669 shares; 2024Q4: 5,452 shares; 2025Q1: 5,626 shares; 2025Q2: 7,911 shares; 2025Q3: 9,317 shares; 2025Q4: 10,757 shares 10,757 $2.76M 0.08% +1,440 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: 93,159 shares; 2024Q4: 102,012 shares; 2025Q1: 120,974 shares; 2025Q2: 125,620 shares; 2025Q3: 152,843 shares; 2025Q4: 173,730 shares 173,730 $2.76M 0.08% +20,887 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: 14,357 shares; 2024Q4: 47,021 shares; 2025Q1: 48,805 shares; 2025Q2: 49,299 shares; 2025Q3: 50,712 shares; 2025Q4: 53,351 shares 53,351 $2.71M 0.08% +2,639 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,894 shares; 2024Q4: 105,467 shares; 2025Q1: 113,205 shares; 2025Q2: 115,620 shares; 2025Q3: 115,620 shares; 2025Q4: 114,486 shares 114,486 $2.71M 0.08% -1,134 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: 20,384 shares; 2024Q4: 14,529 shares; 2025Q1: 22,223 shares; 2025Q2: 21,244 shares; 2025Q3: 22,725 shares; 2025Q4: 33,934 shares 33,934 $2.69M 0.08% +11,209 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,049 shares; 2025Q1: 13,496 shares; 2025Q2: 10,726 shares; 2025Q3: 14,651 shares; 2025Q4: 15,624 shares 15,624 $2.67M 0.08% +973 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 17,828 shares; 2025Q1: 48,528 shares; 2025Q2: 43,703 shares; 2025Q3: 50,296 shares; 2025Q4: 56,442 shares 56,442 $2.65M 0.08% +6,146 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,387 shares; 2024Q4: 157,662 shares; 2025Q1: 179,678 shares; 2025Q2: 349,024 shares; 2025Q3: 370,402 shares; 2025Q4: 498,691 shares 498,691 $2.64M 0.08% +128,289 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: 6,590 shares; 2024Q4: 7,032 shares; 2025Q1: 7,530 shares; 2025Q2: 7,716 shares; 2025Q3: 9,075 shares; 2025Q4: 10,911 shares 10,911 $2.63M 0.08% +1,836 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,632 shares; 2024Q4: 40,814 shares; 2025Q1: 44,166 shares; 2025Q2: 58,476 shares; 2025Q3: 58,654 shares; 2025Q4: 58,785 shares 58,785 $2.61M 0.08% +131 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,212 shares; 2025Q1: 1,456 shares; 2025Q2: 1,519 shares; 2025Q3: 1,485 shares; 2025Q4: 1,284 shares 1,284 $2.59M 0.08% -201 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: 17,966 shares; 2024Q4: 14,934 shares; 2025Q1: 17,430 shares; 2025Q2: 21,285 shares; 2025Q3: 28,220 shares; 2025Q4: 30,417 shares 30,417 $2.58M 0.08% +2,197 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: 1,150 shares; 2024Q4: 1,347 shares; 2025Q1: 1,727 shares; 2025Q2: 1,554 shares; 2025Q3: 1,920 shares; 2025Q4: 2,121 shares 2,121 $2.58M 0.08% +201 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,513 shares; 2024Q4: 61,161 shares; 2025Q1: 71,211 shares; 2025Q2: 84,407 shares; 2025Q3: 96,793 shares; 2025Q4: 110,507 shares 110,507 $2.58M 0.08% +13,714 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: 13,120 shares; 2024Q4: 14,861 shares; 2025Q1: 17,255 shares; 2025Q2: 16,477 shares; 2025Q3: 23,579 shares; 2025Q4: 29,808 shares 29,808 $2.51M 0.07% +6,229 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,351 shares; 2024Q4: 17,537 shares; 2025Q1: 14,142 shares; 2025Q2: 14,319 shares; 2025Q3: 14,839 shares; 2025Q4: 16,785 shares 16,785 $2.5M 0.07% +1,946 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,421 shares; 2024Q4: 8,128 shares; 2025Q1: 11,304 shares; 2025Q2: 8,286 shares; 2025Q3: 9,360 shares; 2025Q4: 11,564 shares 11,564 $2.48M 0.07% +2,204 Timeline IBTG 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: 107,006 shares 107,006 $2.45M 0.07% new Timeline BSJR 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: 49,396 shares; 2024Q4: 52,328 shares; 2025Q1: 55,220 shares; 2025Q2: 70,439 shares; 2025Q3: 90,382 shares; 2025Q4: 106,924 shares 106,924 $2.42M 0.07% +16,542 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: 48,594 shares; 2024Q4: 49,059 shares; 2025Q1: 48,373 shares; 2025Q2: 49,367 shares; 2025Q3: 57,439 shares; 2025Q4: 58,409 shares 58,409 $2.38M 0.07% +970 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: 7,222 shares; 2025Q1: 24,360 shares; 2025Q2: 32,714 shares; 2025Q3: 28,117 shares; 2025Q4: 43,426 shares 43,426 $2.38M 0.07% +15,309 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: 1,862 shares; 2025Q1: 1,974 shares; 2025Q2: 2,185 shares; 2025Q3: 1,776 shares; 2025Q4: 2,221 shares 2,221 $2.38M 0.07% +445 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 24,517 shares; 2025Q1: 19,229 shares; 2025Q2: 25,950 shares; 2025Q3: 37,601 shares; 2025Q4: 47,824 shares 47,824 $2.37M 0.07% +10,223 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: 12,377 shares; 2024Q4: 13,292 shares; 2025Q1: 14,629 shares; 2025Q2: 14,094 shares; 2025Q3: 15,086 shares; 2025Q4: 20,031 shares 20,031 $2.35M 0.07% +4,945 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,817 shares; 2025Q1: 2,132 shares; 2025Q2: 2,660 shares; 2025Q3: 2,891 shares; 2025Q4: 3,584 shares 3,584 $2.34M 0.07% +693 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 18,620 shares; 2025Q1: 19,215 shares; 2025Q2: 18,281 shares; 2025Q3: 19,727 shares; 2025Q4: 21,207 shares 21,207 $2.34M 0.07% +1,480 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,077 shares; 2025Q1: 25,180 shares; 2025Q2: 15,532 shares; 2025Q3: 17,927 shares; 2025Q4: 17,609 shares 17,609 $2.31M 0.07% -318 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: 15,549 shares; 2024Q4: 13,940 shares; 2025Q1: 10,556 shares; 2025Q2: 8,350 shares; 2025Q3: 12,047 shares; 2025Q4: 11,944 shares 11,944 $2.29M 0.07% -103 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,757 shares; 2024Q4: 4,170 shares; 2025Q1: 13,371 shares; 2025Q2: 17,673 shares; 2025Q3: 21,375 shares; 2025Q4: 24,264 shares 24,264 $2.29M 0.07% +2,889 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: 2,091 shares; 2024Q4: 2,513 shares; 2025Q1: 2,878 shares; 2025Q2: 2,912 shares; 2025Q3: 3,807 shares; 2025Q4: 6,443 shares 6,443 $2.26M 0.07% +2,636 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,487 shares; 2024Q4: 44,011 shares; 2025Q1: 28,632 shares; 2025Q2: 38,648 shares; 2025Q3: 51,735 shares; 2025Q4: 52,421 shares 52,421 $2.25M 0.07% +686 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: 4,582 shares; 2024Q4: 5,031 shares; 2025Q1: 8,393 shares; 2025Q2: 9,884 shares; 2025Q3: 10,432 shares; 2025Q4: 17,604 shares 17,604 $2.24M 0.07% +7,172 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 17,715 shares; 2025Q1: 18,435 shares; 2025Q2: 24,857 shares; 2025Q3: 55,055 shares; 2025Q4: 61,089 shares 61,089 $2.23M 0.07% +6,034 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,233 shares; 2025Q1: 2,412 shares; 2025Q2: 2,713 shares; 2025Q3: 2,804 shares; 2025Q4: 14,450 shares 14,450 $2.21M 0.07% +11,646 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 9,844 shares; 2025Q1: 27,730 shares; 2025Q2: 22,885 shares; 2025Q3: 26,264 shares; 2025Q4: 19,256 shares 19,256 $2.19M 0.06% -7,008 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: 8,525 shares; 2024Q4: 6,892 shares; 2025Q1: 7,078 shares; 2025Q2: 6,885 shares; 2025Q3: 6,494 shares; 2025Q4: 9,554 shares 9,554 $2.19M 0.06% +3,060 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: 734 shares; 2024Q4: 1,125 shares; 2025Q1: 1,348 shares; 2025Q2: 1,432 shares; 2025Q3: 1,715 shares; 2025Q4: 2,487 shares 2,487 $2.19M 0.06% +772 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: 10,308 shares; 2024Q4: 12,280 shares; 2025Q1: 13,773 shares; 2025Q2: 12,787 shares; 2025Q3: 15,870 shares; 2025Q4: 16,171 shares 16,171 $2.19M 0.06% +301 Timeline FENI 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: 61,232 shares; 2025Q3: 60,736 shares; 2025Q4: 59,173 shares 59,173 $2.16M 0.06% -1,563 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,749 shares; 2025Q1: 2,331 shares; 2025Q2: 3,031 shares; 2025Q3: 3,430 shares; 2025Q4: 3,197 shares 3,197 $2.15M 0.06% -233 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: 3,013 shares; 2024Q4: 3,487 shares; 2025Q1: 2,973 shares; 2025Q2: 3,482 shares; 2025Q3: 4,383 shares; 2025Q4: 7,329 shares 7,329 $2.15M 0.06% +2,946 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: 19,456 shares; 2025Q3: 45,443 shares; 2025Q4: 48,984 shares 48,984 $2.13M 0.06% +3,541 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 1,072 shares; 2025Q1: 1,166 shares; 2025Q2: 1,221 shares; 2025Q3: 1,347 shares; 2025Q4: 2,598 shares 2,598 $2.13M 0.06% +1,251 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,839 shares; 2025Q1: 7,146 shares; 2025Q2: 7,543 shares; 2025Q3: 9,274 shares; 2025Q4: 12,448 shares 12,448 $2.13M 0.06% +3,174 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 32,513 shares 32,513 $2.13M 0.06% new 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: 16,137 shares; 2024Q4: 8,965 shares; 2025Q1: 12,923 shares; 2025Q2: 16,103 shares; 2025Q3: 20,023 shares; 2025Q4: 21,071 shares 21,071 $2.1M 0.06% +1,048 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,344 shares 60,344 $2.08M 0.06% new 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: 7,463 shares; 2024Q4: 7,865 shares; 2025Q1: 13,635 shares; 2025Q2: 12,599 shares; 2025Q3: 11,077 shares; 2025Q4: 13,409 shares 13,409 $2.08M 0.06% +2,332 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: 4,027 shares; 2024Q4: 4,559 shares; 2025Q1: 5,015 shares; 2025Q2: 6,258 shares; 2025Q3: 6,639 shares; 2025Q4: 6,499 shares 6,499 $2.07M 0.06% -140 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,264 shares; 2025Q1: 41,646 shares; 2025Q2: 48,652 shares; 2025Q3: 45,065 shares; 2025Q4: 41,953 shares 41,953 $2.07M 0.06% -3,112 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,745 shares; 2024Q4: 15,202 shares; 2025Q1: 15,346 shares; 2025Q2: 16,139 shares; 2025Q3: 18,490 shares; 2025Q4: 20,651 shares 20,651 $2.06M 0.06% +2,161 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: 28,633 shares; 2024Q4: 28,617 shares; 2025Q1: 28,699 shares; 2025Q2: 28,748 shares; 2025Q3: 29,148 shares; 2025Q4: 29,630 shares 29,630 $2.06M 0.06% +482 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,175 shares; 2024Q4: 20,196 shares; 2025Q1: 20,028 shares; 2025Q2: 50,402 shares; 2025Q3: 21,220 shares; 2025Q4: 23,553 shares 23,553 $2.05M 0.06% +2,333 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: 63,146 shares; 2024Q4: 72,066 shares; 2025Q1: 109,707 shares; 2025Q2: 77,521 shares; 2025Q3: 89,811 shares; 2025Q4: 105,188 shares 105,188 $2.03M 0.06% +15,377 Timeline VWOB 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: 13,522 shares; 2024Q4: 18,849 shares; 2025Q1: 20,565 shares; 2025Q2: 23,838 shares; 2025Q3: 29,249 shares; 2025Q4: 29,867 shares 29,867 $2.01M 0.06% +618 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,632 shares 19,632 $2.01M 0.06% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,969 shares; 2024Q4: 45,021 shares; 2025Q1: 42,130 shares; 2025Q2: 42,009 shares; 2025Q3: 42,148 shares; 2025Q4: 42,939 shares 42,939 $2.01M 0.06% +791 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,061 shares; 2024Q4: 19,810 shares; 2025Q1: 42,368 shares; 2025Q2: 46,688 shares; 2025Q3: 48,910 shares; 2025Q4: 51,974 shares 51,974 $2M 0.06% +3,064 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: 2,821 shares; 2024Q4: 3,036 shares; 2025Q1: 2,672 shares; 2025Q2: 3,938 shares; 2025Q3: 4,084 shares; 2025Q4: 4,132 shares 4,132 $2M 0.06% +48 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: 7,655 shares; 2024Q4: 11,095 shares; 2025Q1: 15,215 shares; 2025Q2: 19,006 shares; 2025Q3: 19,155 shares; 2025Q4: 20,091 shares 20,091 $1.99M 0.06% +936 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,363 shares; 2024Q4: 26,244 shares; 2025Q1: 29,200 shares; 2025Q2: 40,835 shares; 2025Q3: 42,033 shares; 2025Q4: 35,147 shares 35,147 $1.99M 0.06% -6,886 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: 5,822 shares; 2024Q4: 60,264 shares; 2025Q1: 63,014 shares; 2025Q2: 59,266 shares; 2025Q3: 66,108 shares; 2025Q4: 66,129 shares 66,129 $1.99M 0.06% +21 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,058 shares; 2025Q1: 4,739 shares; 2025Q2: 5,556 shares; 2025Q3: 5,858 shares; 2025Q4: 12,047 shares 12,047 $1.96M 0.06% +6,189 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,500 shares; 2024Q4: 91,403 shares; 2025Q1: 98,495 shares; 2025Q2: 111,225 shares; 2025Q3: 125,204 shares; 2025Q4: 20,428 shares 20,428 $1.95M 0.06% -104,776 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,937 shares; 2025Q1: 5,963 shares; 2025Q2: 11,138 shares; 2025Q3: 12,108 shares; 2025Q4: 14,041 shares 14,041 $1.93M 0.06% +1,933 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 36,260 shares; 2025Q1: 39,965 shares; 2025Q2: 29,060 shares; 2025Q3: 38,679 shares; 2025Q4: 41,632 shares 41,632 $1.93M 0.06% +2,953 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,776 shares; 2024Q4: 15,908 shares; 2025Q1: 13,434 shares; 2025Q2: 17,069 shares; 2025Q3: 32,538 shares; 2025Q4: 35,583 shares 35,583 $1.9M 0.06% +3,045 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 15,496 shares; 2025Q1: 22,380 shares; 2025Q2: 17,096 shares; 2025Q3: 26,506 shares; 2025Q4: 31,493 shares 31,493 $1.9M 0.06% +4,987 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: 6,348 shares; 2024Q4: 5,896 shares; 2025Q1: 7,744 shares; 2025Q2: 5,344 shares; 2025Q3: 10,157 shares; 2025Q4: 13,222 shares 13,222 $1.9M 0.06% +3,065 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 6,288 shares; 2025Q1: 7,038 shares; 2025Q2: 6,732 shares; 2025Q3: 7,127 shares; 2025Q4: 7,185 shares 7,185 $1.89M 0.06% +58 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 2,331 shares; 2025Q1: 2,407 shares; 2025Q2: 3,644 shares; 2025Q3: 3,220 shares; 2025Q4: 4,000 shares 4,000 $1.88M 0.06% +780 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 2,277 shares; 2025Q1: 3,184 shares; 2025Q2: 3,717 shares; 2025Q3: 3,750 shares; 2025Q4: 4,017 shares 4,017 $1.87M 0.06% +267 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,763 shares; 2024Q4: 13,490 shares; 2025Q1: 25,154 shares; 2025Q2: 23,978 shares; 2025Q3: 26,484 shares; 2025Q4: 37,986 shares 37,986 $1.86M 0.06% +11,502 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 3,838 shares; 2025Q1: 4,774 shares; 2025Q2: 4,046 shares; 2025Q3: 3,402 shares; 2025Q4: 5,181 shares 5,181 $1.81M 0.05% +1,779 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,692 shares; 2025Q1: 3,005 shares; 2025Q2: 3,285 shares; 2025Q3: 3,364 shares; 2025Q4: 3,148 shares 3,148 $1.79M 0.05% -216 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: 2,815 shares; 2024Q4: 3,069 shares; 2025Q1: 4,546 shares; 2025Q2: 4,265 shares; 2025Q3: 5,063 shares; 2025Q4: 4,167 shares 4,167 $1.78M 0.05% -896 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: 42,433 shares; 2024Q4: 33,287 shares; 2025Q1: 44,228 shares; 2025Q2: 37,940 shares; 2025Q3: 52,072 shares; 2025Q4: 70,555 shares 70,555 $1.76M 0.05% +18,483 Timeline BSJS 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: 36,999 shares; 2024Q4: 37,603 shares; 2025Q1: 38,123 shares; 2025Q2: 43,273 shares; 2025Q3: 41,226 shares; 2025Q4: 78,899 shares 78,899 $1.74M 0.05% +37,673 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,303 shares; 2025Q3: 5,681 shares; 2025Q4: 26,941 shares 26,941 $1.72M 0.05% +21,260 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: 6,036 shares; 2024Q4: 6,840 shares; 2025Q1: 8,552 shares; 2025Q2: 9,142 shares; 2025Q3: 10,050 shares; 2025Q4: 10,055 shares 10,055 $1.7M 0.05% +5 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: 5,020 shares; 2024Q4: 5,634 shares; 2025Q1: 6,359 shares; 2025Q2: 6,395 shares; 2025Q3: 7,010 shares; 2025Q4: 9,132 shares 9,132 $1.69M 0.05% +2,122 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 5,267 shares; 2025Q1: 5,795 shares; 2025Q2: 4,854 shares; 2025Q3: 5,250 shares; 2025Q4: 5,227 shares 5,227 $1.69M 0.05% -23 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: 5,799 shares; 2024Q4: 8,923 shares; 2025Q1: 10,028 shares; 2025Q2: 10,451 shares; 2025Q3: 11,628 shares; 2025Q4: 11,636 shares 11,636 $1.67M 0.05% +8 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,489 shares; 2025Q1: 6,857 shares; 2025Q2: 7,842 shares; 2025Q3: 7,519 shares; 2025Q4: 20,928 shares 20,928 $1.65M 0.05% +13,409 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: 5,536 shares; 2024Q4: 6,597 shares; 2025Q1: 7,010 shares; 2025Q2: 7,626 shares; 2025Q3: 7,832 shares; 2025Q4: 8,013 shares 8,013 $1.64M 0.05% +181 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,468 shares; 2024Q4: 28,038 shares; 2025Q1: 38,087 shares; 2025Q2: 45,181 shares; 2025Q3: 52,562 shares; 2025Q4: 58,377 shares 58,377 $1.63M 0.05% +5,815 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,731 shares; 2025Q1: 1,709 shares; 2025Q2: 2,234 shares; 2025Q3: 2,657 shares; 2025Q4: 3,160 shares 3,160 $1.61M 0.05% +503 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,665 shares; 2025Q1: 8,647 shares; 2025Q2: 8,353 shares; 2025Q3: 9,485 shares; 2025Q4: 11,189 shares 11,189 $1.61M 0.05% +1,704 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 2,851 shares; 2025Q1: 2,390 shares; 2025Q2: 4,463 shares; 2025Q3: 3,401 shares; 2025Q4: 4,542 shares 4,542 $1.6M 0.05% +1,141 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: 1,734 shares; 2025Q2: 2,356 shares; 2025Q3: 2,721 shares; 2025Q4: 7,042 shares 7,042 $1.6M 0.05% +4,321 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: 11,360 shares; 2024Q4: 10,321 shares; 2025Q1: 9,783 shares; 2025Q2: 12,929 shares; 2025Q3: 18,865 shares; 2025Q4: 17,098 shares 17,098 $1.6M 0.05% -1,767 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,722 shares; 2025Q1: 5,784 shares; 2025Q2: 25,520 shares; 2025Q3: 25,461 shares; 2025Q4: 24,845 shares 24,845 $1.6M 0.05% -616 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,918 shares; 2024Q4: 31,922 shares; 2025Q1: 31,258 shares; 2025Q2: 30,265 shares; 2025Q3: 22,865 shares; 2025Q4: 22,170 shares 22,170 $1.58M 0.05% -695 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: 11,989 shares; 2024Q4: 10,508 shares; 2025Q1: 13,119 shares; 2025Q2: 11,043 shares; 2025Q3: 14,702 shares; 2025Q4: 16,396 shares 16,396 $1.58M 0.05% +1,694 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,615 shares; 2025Q1: 1,822 shares; 2025Q2: 2,445 shares; 2025Q3: 2,662 shares; 2025Q4: 3,004 shares 3,004 $1.57M 0.05% +342 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 7,265 shares; 2025Q1: 18,575 shares; 2025Q2: 34,891 shares; 2025Q3: 31,661 shares; 2025Q4: 31,018 shares 31,018 $1.57M 0.05% -643 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: 24,039 shares; 2024Q4: 28,019 shares; 2025Q1: 23,564 shares; 2025Q2: 20,817 shares; 2025Q3: 24,603 shares; 2025Q4: 28,962 shares 28,962 $1.55M 0.05% +4,359 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,315 shares; 2025Q1: 32,511 shares; 2025Q2: 32,217 shares; 2025Q3: 31,933 shares; 2025Q4: 32,266 shares 32,266 $1.55M 0.05% +333 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,673 shares; 2024Q4: 32,146 shares; 2025Q1: 30,170 shares; 2025Q2: 38,730 shares; 2025Q3: 28,043 shares; 2025Q4: 30,337 shares 30,337 $1.54M 0.05% +2,294 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 40,535 shares; 2025Q1: 41,762 shares; 2025Q2: 52,670 shares; 2025Q3: 56,212 shares; 2025Q4: 51,747 shares 51,747 $1.54M 0.05% -4,465 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,651 shares; 2024Q4: 6,533 shares; 2025Q1: 5,891 shares; 2025Q2: 5,844 shares; 2025Q3: 5,444 shares; 2025Q4: 5,179 shares 5,179 $1.53M 0.05% -265 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 12,383 shares; 2025Q1: 19,613 shares; 2025Q2: 7,634 shares; 2025Q3: 14,240 shares; 2025Q4: 19,074 shares 19,074 $1.53M 0.05% +4,834 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,311 shares; 2025Q1: 5,686 shares; 2025Q2: 5,940 shares; 2025Q3: 7,357 shares; 2025Q4: 16,484 shares 16,484 $1.52M 0.05% +9,127 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: 3,585 shares; 2024Q4: 6,681 shares; 2025Q1: 10,366 shares; 2025Q2: 10,797 shares; 2025Q3: 13,592 shares; 2025Q4: 12,578 shares 12,578 $1.52M 0.04% -1,014 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,310 shares; 2025Q2: 9,053 shares; 2025Q3: 9,136 shares; 2025Q4: 8,159 shares 8,159 $1.52M 0.04% -977 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 5,352 shares; 2025Q1: 4,726 shares; 2025Q2: 4,947 shares; 2025Q3: 5,786 shares; 2025Q4: 7,285 shares 7,285 $1.52M 0.04% +1,499 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: 18,029 shares; 2024Q4: 24,305 shares; 2025Q1: 22,467 shares; 2025Q2: 22,693 shares; 2025Q3: 22,743 shares; 2025Q4: 23,023 shares 23,023 $1.52M 0.04% +280 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,503 shares; 2025Q1: 11,140 shares; 2025Q2: 11,252 shares; 2025Q3: 10,107 shares; 2025Q4: 9,693 shares 9,693 $1.52M 0.04% -414 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 8,029 shares; 2025Q1: 9,293 shares; 2025Q2: 11,632 shares; 2025Q3: 27,396 shares; 2025Q4: 30,124 shares 30,124 $1.52M 0.04% +2,728 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 9,234 shares; 2025Q1: 10,771 shares; 2025Q2: 11,015 shares; 2025Q3: 8,292 shares; 2025Q4: 7,128 shares 7,128 $1.51M 0.04% -1,164 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: 12,489 shares; 2024Q4: 12,238 shares; 2025Q1: 13,009 shares; 2025Q2: 12,427 shares; 2025Q3: 13,305 shares; 2025Q4: 13,652 shares 13,652 $1.51M 0.04% +347 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: 14,395 shares; 2024Q4: 14,852 shares; 2025Q1: 15,296 shares; 2025Q2: 19,321 shares; 2025Q3: 14,266 shares; 2025Q4: 14,407 shares 14,407 $1.5M 0.04% +141 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,838 shares; 2024Q4: 69,953 shares; 2025Q1: 55,552 shares; 2025Q2: 61,141 shares; 2025Q3: 55,905 shares; 2025Q4: 54,408 shares 54,408 $1.5M 0.04% -1,497 Timeline VIGI 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: 10,378 shares; 2024Q4: 14,452 shares; 2025Q1: 13,556 shares; 2025Q2: 13,602 shares; 2025Q3: 16,304 shares; 2025Q4: 16,266 shares 16,266 $1.49M 0.04% -38 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,566 shares; 2024Q4: 17,551 shares; 2025Q1: 20,425 shares; 2025Q2: 73,591 shares; 2025Q3: 85,102 shares; 2025Q4: 25,769 shares 25,769 $1.49M 0.04% -59,333 Timeline QYLD 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: 80,464 shares; 2024Q4: 79,970 shares; 2025Q1: 83,210 shares; 2025Q2: 74,073 shares; 2025Q3: 76,800 shares; 2025Q4: 84,073 shares 84,073 $1.49M 0.04% +7,273 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: 2,778 shares; 2024Q4: 3,725 shares; 2025Q1: 4,103 shares; 2025Q2: 4,884 shares; 2025Q3: 4,871 shares; 2025Q4: 5,431 shares 5,431 $1.48M 0.04% +560 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: 16,907 shares; 2024Q4: 10,958 shares; 2025Q1: 14,994 shares; 2025Q2: 16,004 shares; 2025Q3: 16,645 shares; 2025Q4: 17,386 shares 17,386 $1.48M 0.04% +741 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: 2,203 shares; 2024Q4: 1,635 shares; 2025Q1: 2,172 shares; 2025Q2: 2,780 shares; 2025Q3: 3,459 shares; 2025Q4: 4,391 shares 4,391 $1.48M 0.04% +932 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 18,593 shares; 2025Q2: 25,338 shares; 2025Q3: 30,262 shares; 2025Q4: 32,018 shares 32,018 $1.47M 0.04% +1,756 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: 8,266 shares; 2024Q4: 9,631 shares; 2025Q1: 10,495 shares; 2025Q2: 11,009 shares; 2025Q3: 13,445 shares; 2025Q4: 15,423 shares 15,423 $1.47M 0.04% +1,978 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 12,734 shares; 2025Q2: 17,783 shares; 2025Q3: 25,356 shares; 2025Q4: 28,230 shares 28,230 $1.47M 0.04% +2,874 Timeline PWZ 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: 8,054 shares; 2024Q4: 25,440 shares; 2025Q1: 43,751 shares; 2025Q2: 64,646 shares; 2025Q3: 60,411 shares; 2025Q4: 60,539 shares 60,539 $1.46M 0.04% +128 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,436 shares; 2024Q4: 66,726 shares; 2025Q1: 13,653 shares; 2025Q2: 13,170 shares; 2025Q3: 15,509 shares; 2025Q4: 17,946 shares 17,946 $1.46M 0.04% +2,437 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,399 shares; 2024Q4: 130,726 shares; 2025Q1: 149,180 shares; 2025Q2: 150,692 shares; 2025Q3: 171,298 shares; 2025Q4: 198,660 shares 198,660 $1.45M 0.04% +27,362 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,841 shares; 2025Q1: 2,725 shares; 2025Q2: 3,916 shares; 2025Q3: 3,045 shares; 2025Q4: 5,388 shares 5,388 $1.45M 0.04% +2,343 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: 4,500 shares; 2024Q4: 4,778 shares; 2025Q1: 4,732 shares; 2025Q2: 5,656 shares; 2025Q3: 4,621 shares; 2025Q4: 4,631 shares 4,631 $1.45M 0.04% +10 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,364 shares; 2024Q4: 9,509 shares; 2025Q1: 9,312 shares; 2025Q2: 9,574 shares; 2025Q3: 9,866 shares; 2025Q4: 9,971 shares 9,971 $1.43M 0.04% +105 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,139 shares; 2024Q4: 21,153 shares; 2025Q1: 27,510 shares; 2025Q2: 28,464 shares; 2025Q3: 31,212 shares; 2025Q4: 32,561 shares 32,561 $1.42M 0.04% +1,349 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,647 shares; 2024Q4: 98,560 shares; 2025Q1: 81,882 shares; 2025Q2: 77,062 shares; 2025Q3: 80,979 shares; 2025Q4: 95,651 shares 95,651 $1.41M 0.04% +14,672 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,748 shares; 2024Q4: 11,624 shares; 2025Q1: 8,953 shares; 2025Q2: 8,906 shares; 2025Q3: 12,108 shares; 2025Q4: 14,704 shares 14,704 $1.4M 0.04% +2,596 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 13,999 shares; 2025Q1: 13,492 shares; 2025Q2: 16,774 shares; 2025Q3: 18,638 shares; 2025Q4: 30,461 shares 30,461 $1.4M 0.04% +11,823 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,381 shares; 2025Q1: 2,509 shares; 2025Q2: 2,078 shares; 2025Q3: 2,639 shares; 2025Q4: 5,571 shares 5,571 $1.38M 0.04% +2,932 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: 8,162 shares; 2024Q4: 9,121 shares; 2025Q1: 9,053 shares; 2025Q2: 7,349 shares; 2025Q3: 6,785 shares; 2025Q4: 7,041 shares 7,041 $1.37M 0.04% +256 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 4,488 shares; 2025Q2: 2,607 shares; 2025Q3: 2,603 shares; 2025Q4: 4,243 shares 4,243 $1.37M 0.04% +1,640 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 31,518 shares; 2025Q1: 34,244 shares; 2025Q2: 41,843 shares; 2025Q3: 39,521 shares; 2025Q4: 50,919 shares 50,919 $1.37M 0.04% +11,398 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: 27,729 shares; 2024Q4: 27,608 shares; 2025Q1: 26,589 shares; 2025Q2: 26,632 shares; 2025Q3: 26,661 shares; 2025Q4: 8,521 shares 8,521 $1.36M 0.04% -18,140 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,323 shares; 2025Q1: 61,599 shares; 2025Q2: 61,357 shares; 2025Q3: 42,691 shares; 2025Q4: 34,559 shares 34,559 $1.36M 0.04% -8,132 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 4,618 shares; 2025Q1: 4,787 shares; 2025Q2: 4,852 shares; 2025Q3: 5,533 shares; 2025Q4: 5,487 shares 5,487 $1.35M 0.04% -46 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: 4,517 shares; 2024Q4: 5,028 shares; 2025Q1: 5,678 shares; 2025Q2: 5,175 shares; 2025Q3: 7,395 shares; 2025Q4: 10,519 shares 10,519 $1.34M 0.04% +3,124 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 4,757 shares; 2025Q1: 5,797 shares; 2025Q2: 5,593 shares; 2025Q3: 3,931 shares; 2025Q4: 4,928 shares 4,928 $1.34M 0.04% +997 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: 6,349 shares; 2024Q4: 7,307 shares; 2025Q1: 7,426 shares; 2025Q2: 8,929 shares; 2025Q3: 9,486 shares; 2025Q4: 10,050 shares 10,050 $1.33M 0.04% +564 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 365 shares; 2025Q1: 430 shares; 2025Q2: 565 shares; 2025Q3: 604 shares; 2025Q4: 615 shares 615 $1.32M 0.04% +11 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: 2,236 shares; 2024Q4: 7,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,814 shares 10,814 $1.32M 0.04% new 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: 50,724 shares; 2024Q4: 60,388 shares; 2025Q1: 64,329 shares; 2025Q2: 70,990 shares; 2025Q3: 12,256 shares; 2025Q4: 11,524 shares 11,524 $1.31M 0.04% -732 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 11,065 shares; 2025Q1: 11,704 shares; 2025Q2: 10,468 shares; 2025Q3: 13,476 shares; 2025Q4: 17,740 shares 17,740 $1.31M 0.04% +4,264 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 615 shares; 2025Q1: 725 shares; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 1,676 shares 1,676 $1.29M 0.04% +686 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,575 shares; 2025Q1: 1,686 shares; 2025Q2: 1,304 shares; 2025Q3: 2,735 shares; 2025Q4: 2,902 shares 2,902 $1.29M 0.04% +167 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: 9,485 shares; 2025Q1: 12,554 shares; 2025Q2: 12,796 shares; 2025Q3: 11,135 shares; 2025Q4: 16,128 shares 16,128 $1.28M 0.04% +4,993 Timeline SLVP 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: 45,625 shares; 2025Q2: 51,790 shares; 2025Q3: 44,663 shares; 2025Q4: 37,251 shares 37,251 $1.28M 0.04% -7,412 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: 8,664 shares; 2024Q4: 7,325 shares; 2025Q1: 8,434 shares; 2025Q2: 8,895 shares; 2025Q3: 10,539 shares; 2025Q4: 11,068 shares 11,068 $1.28M 0.04% +529 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: 7,175 shares; 2024Q4: 12,768 shares; 2025Q1: 14,023 shares; 2025Q2: 7,692 shares; 2025Q3: 11,561 shares; 2025Q4: 23,633 shares 23,633 $1.27M 0.04% +12,072 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,812 shares; 2024Q4: 68,452 shares; 2025Q1: 74,853 shares; 2025Q2: 77,507 shares; 2025Q3: 80,516 shares; 2025Q4: 82,853 shares 82,853 $1.27M 0.04% +2,337 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 12,119 shares; 2025Q1: 12,770 shares; 2025Q2: 8,191 shares; 2025Q3: 9,188 shares; 2025Q4: 10,182 shares 10,182 $1.27M 0.04% +994 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: 3,504 shares; 2024Q4: 4,340 shares; 2025Q1: 4,493 shares; 2025Q2: 4,560 shares; 2025Q3: 1,780 shares; 2025Q4: 1,657 shares 1,657 $1.27M 0.04% -123 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: 3,648 shares; 2024Q4: 4,144 shares; 2025Q1: 6,200 shares; 2025Q2: 5,429 shares; 2025Q3: 5,596 shares; 2025Q4: 7,303 shares 7,303 $1.27M 0.04% +1,707 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 23,194 shares; 2025Q1: 71,837 shares; 2025Q2: 50,834 shares; 2025Q3: 76,333 shares; 2025Q4: 96,652 shares 96,652 $1.26M 0.04% +20,319 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 17,120 shares; 2025Q1: 15,145 shares; 2025Q2: 15,310 shares; 2025Q3: 19,624 shares; 2025Q4: 25,463 shares 25,463 $1.25M 0.04% +5,839 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 9,415 shares; 2025Q1: 8,748 shares; 2025Q2: 10,808 shares; 2025Q3: 12,349 shares; 2025Q4: 13,814 shares 13,814 $1.25M 0.04% +1,465 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,923 shares; 2024Q4: 18,555 shares; 2025Q1: 15,992 shares; 2025Q2: 15,297 shares; 2025Q3: 14,451 shares; 2025Q4: 13,289 shares 13,289 $1.25M 0.04% -1,162 Timeline VGIT 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: 30,140 shares; 2024Q4: 27,558 shares; 2025Q1: 19,007 shares; 2025Q2: 17,174 shares; 2025Q3: 17,969 shares; 2025Q4: 20,840 shares 20,840 $1.25M 0.04% +2,871 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,167 shares; 2025Q1: 6,693 shares; 2025Q2: 7,386 shares; 2025Q3: 6,856 shares; 2025Q4: 7,099 shares 7,099 $1.25M 0.04% +243 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: 2,442 shares; 2024Q4: 2,785 shares; 2025Q1: 3,196 shares; 2025Q2: 3,396 shares; 2025Q3: 4,024 shares; 2025Q4: 4,297 shares 4,297 $1.25M 0.04% +273 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,691 shares; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 8,306 shares; 2025Q4: 8,827 shares 8,827 $1.25M 0.04% +521 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,046 shares; 2024Q4: 45,101 shares; 2025Q1: 48,244 shares; 2025Q2: 93,081 shares; 2025Q3: 96,673 shares; 2025Q4: 71,110 shares 71,110 $1.24M 0.04% -25,563 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 4,104 shares; 2025Q1: 4,780 shares; 2025Q2: 5,844 shares; 2025Q3: 5,997 shares; 2025Q4: 5,569 shares 5,569 $1.24M 0.04% -428 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: 3,170 shares; 2024Q4: 3,811 shares; 2025Q1: 4,642 shares; 2025Q2: 5,127 shares; 2025Q3: 5,215 shares; 2025Q4: 4,802 shares 4,802 $1.24M 0.04% -413 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,775 shares; 2025Q1: 1,938 shares; 2025Q2: 2,007 shares; 2025Q3: 2,230 shares; 2025Q4: 2,120 shares 2,120 $1.23M 0.04% -110 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: 15,843 shares; 2024Q4: 17,232 shares; 2025Q1: 11,685 shares; 2025Q2: 13,340 shares; 2025Q3: 11,899 shares; 2025Q4: 25,700 shares 25,700 $1.22M 0.04% +13,801 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: 4,815 shares; 2024Q4: 5,089 shares; 2025Q1: 5,422 shares; 2025Q2: 5,613 shares; 2025Q3: 5,707 shares; 2025Q4: 5,368 shares 5,368 $1.22M 0.04% -339 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 9,369 shares; 2025Q1: 14,342 shares; 2025Q2: 14,163 shares; 2025Q3: 14,124 shares; 2025Q4: 14,141 shares 14,141 $1.22M 0.04% +17 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 864 shares; 2025Q1: 1,097 shares; 2025Q2: 658 shares; 2025Q3: 1,186 shares; 2025Q4: 1,802 shares 1,802 $1.22M 0.04% +616 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 3,778 shares; 2025Q1: 5,181 shares; 2025Q2: 5,510 shares; 2025Q3: 6,040 shares; 2025Q4: 5,377 shares 5,377 $1.22M 0.04% -663 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,035 shares; 2025Q1: 15,028 shares; 2025Q2: 14,521 shares; 2025Q3: 13,234 shares; 2025Q4: 12,426 shares 12,426 $1.2M 0.04% -808 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 6,541 shares; 2025Q1: 6,878 shares; 2025Q2: 8,022 shares; 2025Q3: 7,432 shares; 2025Q4: 8,716 shares 8,716 $1.19M 0.04% +1,284 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: 11,243 shares; 2024Q4: 19,565 shares; 2025Q1: 22,573 shares; 2025Q2: 19,296 shares; 2025Q3: 20,731 shares; 2025Q4: 18,507 shares 18,507 $1.18M 0.03% -2,224 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,540 shares; 2025Q1: 5,584 shares; 2025Q2: 5,780 shares; 2025Q3: 11,559 shares; 2025Q4: 13,096 shares 13,096 $1.18M 0.03% +1,537 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 5,716 shares; 2025Q1: 7,248 shares; 2025Q2: 7,550 shares; 2025Q3: 8,587 shares; 2025Q4: 9,223 shares 9,223 $1.18M 0.03% +636 Timeline RDVI 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: 48,030 shares; 2024Q4: 45,585 shares; 2025Q1: 44,969 shares; 2025Q2: 43,266 shares; 2025Q3: 42,192 shares; 2025Q4: 44,804 shares 44,804 $1.18M 0.03% +2,612 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 3,563 shares; 2025Q2: 9,298 shares; 2025Q3: 9,931 shares; 2025Q4: 9,954 shares 9,954 $1.17M 0.03% +23 Timeline GOEX 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: 18,271 shares; 2025Q2: 18,396 shares; 2025Q3: 17,018 shares; 2025Q4: 14,465 shares 14,465 $1.17M 0.03% -2,553 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 6,970 shares; 2025Q1: 7,732 shares; 2025Q2: 8,094 shares; 2025Q3: 9,284 shares; 2025Q4: 9,727 shares 9,727 $1.16M 0.03% +443 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: 5,180 shares; 2024Q4: 8,500 shares; 2025Q1: 11,977 shares; 2025Q2: 28,462 shares; 2025Q3: 29,257 shares; 2025Q4: 29,016 shares 29,016 $1.16M 0.03% -241 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,720 shares 17,720 $1.16M 0.03% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,870 shares; 2024Q4: 153,152 shares; 2025Q1: 166,179 shares; 2025Q2: 167,359 shares; 2025Q3: 142,519 shares; 2025Q4: 16,317 shares 16,317 $1.16M 0.03% -126,202 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: 6,710 shares; 2024Q4: 6,045 shares; 2025Q1: 5,895 shares; 2025Q2: 6,617 shares; 2025Q3: 7,123 shares; 2025Q4: 7,041 shares 7,041 $1.15M 0.03% -82 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,129 shares; 2025Q1: 19,075 shares; 2025Q2: 16,540 shares; 2025Q3: 13,129 shares; 2025Q4: 13,266 shares 13,266 $1.13M 0.03% +137 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 9,321 shares; 2025Q1: 9,410 shares; 2025Q2: 11,932 shares; 2025Q3: 12,744 shares; 2025Q4: 14,752 shares 14,752 $1.13M 0.03% +2,008 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,798 shares; 2024Q4: 37,809 shares; 2025Q1: 37,535 shares; 2025Q2: 53,588 shares; 2025Q3: 55,969 shares; 2025Q4: 67,241 shares 67,241 $1.13M 0.03% +11,272 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,318 shares; 2025Q1: 7,150 shares; 2025Q2: 11,152 shares; 2025Q3: 12,602 shares; 2025Q4: 14,514 shares 14,514 $1.12M 0.03% +1,912 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,496 shares; 2024Q4: 5,733 shares; 2025Q1: 6,354 shares; 2025Q2: 7,108 shares; 2025Q3: 7,145 shares; 2025Q4: 7,861 shares 7,861 $1.12M 0.03% +716 Timeline BSJT 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: 21,508 shares; 2024Q4: 21,881 shares; 2025Q1: 22,240 shares; 2025Q2: 31,972 shares; 2025Q3: 32,527 shares; 2025Q4: 51,835 shares 51,835 $1.11M 0.03% +19,308 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,225 shares; 2024Q4: 23,558 shares; 2025Q1: 24,418 shares; 2025Q2: 25,788 shares; 2025Q3: 27,670 shares; 2025Q4: 30,675 shares 30,675 $1.11M 0.03% +3,005 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 6,709 shares; 2025Q1: 7,727 shares; 2025Q2: 6,435 shares; 2025Q3: 8,020 shares; 2025Q4: 8,555 shares 8,555 $1.11M 0.03% +535 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: 8,342 shares; 2024Q4: 8,804 shares; 2025Q1: 11,853 shares; 2025Q2: 14,186 shares; 2025Q3: 13,469 shares; 2025Q4: 12,886 shares 12,886 $1.11M 0.03% -583 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,400 shares; 2025Q1: 1,288 shares; 2025Q2: 2,834 shares; 2025Q3: 3,352 shares; 2025Q4: 3,824 shares 3,824 $1.1M 0.03% +472 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,301 shares; 2024Q4: 17,511 shares; 2025Q1: 23,158 shares; 2025Q2: 27,641 shares; 2025Q3: 18,741 shares; 2025Q4: 18,270 shares 18,270 $1.1M 0.03% -471 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,805 shares; 2024Q4: 13,190 shares; 2025Q1: 12,975 shares; 2025Q2: 11,765 shares; 2025Q3: 11,665 shares; 2025Q4: 27,066 shares 27,066 $1.1M 0.03% +15,401 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,635 shares; 2025Q4: 10,572 shares 10,572 $1.1M 0.03% -1,063 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 15,777 shares 15,777 $1.09M 0.03% +10,672 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 551 shares; 2025Q1: 527 shares; 2025Q2: 459 shares; 2025Q3: 590 shares; 2025Q4: 1,302 shares 1,302 $1.09M 0.03% +712 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: 6,877 shares; 2024Q4: 6,709 shares; 2025Q1: 7,632 shares; 2025Q2: 8,257 shares; 2025Q3: 8,818 shares; 2025Q4: 8,681 shares 8,681 $1.09M 0.03% -137 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,879 shares; 2025Q1: 17,347 shares; 2025Q2: 14,625 shares; 2025Q3: 14,418 shares; 2025Q4: 14,556 shares 14,556 $1.09M 0.03% +138 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,524 shares; 2024Q4: 10,641 shares; 2025Q1: 8,862 shares; 2025Q2: 11,310 shares; 2025Q3: 12,030 shares; 2025Q4: 12,538 shares 12,538 $1.08M 0.03% +508 Timeline DGT 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: 4,867 shares; 2025Q2: 6,507 shares; 2025Q3: 6,071 shares; 2025Q4: 6,415 shares 6,415 $1.07M 0.03% +344 Timeline SPYI 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: 5,642 shares; 2024Q4: 7,143 shares; 2025Q1: 6,842 shares; 2025Q2: 19,780 shares; 2025Q3: 20,111 shares; 2025Q4: 20,333 shares 20,333 $1.07M 0.03% +222 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest 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: 16,297 shares 16,297 $1.07M 0.03% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,473 shares; 2024Q4: 30,264 shares; 2025Q1: 28,163 shares; 2025Q2: 31,123 shares; 2025Q3: 29,380 shares; 2025Q4: 28,687 shares 28,687 $1.06M 0.03% -693 Timeline FIVA 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: 30,649 shares 30,649 $1.05M 0.03% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,900 shares; 2024Q4: 66,025 shares; 2025Q1: 66,025 shares; 2025Q2: 65,525 shares; 2025Q3: 64,275 shares; 2025Q4: 63,435 shares 63,435 $1.05M 0.03% -840 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,832 shares; 2025Q3: 5,195 shares; 2025Q4: 6,058 shares 6,058 $1.04M 0.03% +863 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: 3,377 shares; 2024Q4: 3,206 shares; 2025Q1: 2,835 shares; 2025Q2: 2,711 shares; 2025Q3: 2,785 shares; 2025Q4: 7,362 shares 7,362 $1.04M 0.03% +4,577 Timeline BLV 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: 8,914 shares; 2025Q1: 11,900 shares; 2025Q2: 12,415 shares; 2025Q3: 13,664 shares; 2025Q4: 14,937 shares 14,937 $1.04M 0.03% +1,273 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: 4,870 shares; 2024Q4: 6,173 shares; 2025Q1: 15,509 shares; 2025Q2: 4,793 shares; 2025Q3: 5,691 shares; 2025Q4: 5,111 shares 5,111 $1.04M 0.03% -580 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: 1,705 shares; 2024Q4: 1,781 shares; 2025Q1: 2,233 shares; 2025Q2: 2,559 shares; 2025Q3: 2,637 shares; 2025Q4: 2,658 shares 2,658 $1.03M 0.03% +21 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,778 shares; 2025Q1: 8,051 shares; 2025Q2: 5,387 shares; 2025Q3: 8,336 shares; 2025Q4: 9,119 shares 9,119 $1.03M 0.03% +783 Timeline JAVA 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: 23,982 shares; 2025Q3: 15,294 shares; 2025Q4: 14,403 shares 14,403 $1.03M 0.03% -891 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: 16,431 shares; 2024Q4: 14,443 shares; 2025Q1: 15,414 shares; 2025Q2: 24,473 shares; 2025Q3: 27,265 shares; 2025Q4: 28,427 shares 28,427 $1.03M 0.03% +1,162 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,131 shares; 2025Q1: 12,888 shares; 2025Q2: 14,461 shares; 2025Q3: 14,764 shares; 2025Q4: 14,297 shares 14,297 $1.03M 0.03% -467 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,034 shares; 2024Q4: 22,181 shares; 2025Q1: 26,603 shares; 2025Q2: 20,557 shares; 2025Q3: 22,382 shares; 2025Q4: 22,345 shares 22,345 $1.02M 0.03% -37 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,646 shares; 2025Q4: 15,799 shares 15,799 $1.02M 0.03% +2,153 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 5,768 shares; 2025Q1: 6,518 shares; 2025Q2: 6,842 shares; 2025Q3: 7,087 shares; 2025Q4: 5,464 shares 5,464 $1.02M 0.03% -1,623 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,422 shares; 2024Q4: 8,099 shares; 2025Q1: 14,784 shares; 2025Q2: 15,168 shares; 2025Q3: 14,322 shares; 2025Q4: 15,816 shares 15,816 $1.01M 0.03% +1,494 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 973 shares; 2025Q1: 1,095 shares; 2025Q2: 1,306 shares; 2025Q3: 1,759 shares; 2025Q4: 1,770 shares 1,770 $1.01M 0.03% +11 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: 4,326 shares; 2024Q4: 19,219 shares; 2025Q1: 6,679 shares; 2025Q2: 9,999 shares; 2025Q3: 9,854 shares; 2025Q4: 9,422 shares 9,422 $1.01M 0.03% -432 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 4,766 shares; 2025Q1: 7,431 shares; 2025Q2: 7,408 shares; 2025Q3: 7,388 shares; 2025Q4: 7,619 shares 7,619 $1M 0.03% +231 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,731 shares; 2025Q1: 1,725 shares; 2025Q2: 2,780 shares; 2025Q3: 3,146 shares; 2025Q4: 3,201 shares 3,201 $1M 0.03% +55 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,545 shares 14,545 $1M 0.03% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,667 shares; 2025Q2: 9,287 shares; 2025Q3: 9,118 shares; 2025Q4: 9,106 shares 9,106 $999K 0.03% -12 Timeline HYMB 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: 26,341 shares; 2024Q4: 34,982 shares; 2025Q1: 68,126 shares; 2025Q2: 80,722 shares; 2025Q3: 68,031 shares; 2025Q4: 40,032 shares 40,032 $998K 0.03% -27,999 Timeline FLCO 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: 42,260 shares; 2025Q4: 46,092 shares 46,092 $998K 0.03% +3,832 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: 1,769 shares; 2024Q4: 2,016 shares; 2025Q1: 1,988 shares; 2025Q2: 2,354 shares; 2025Q3: 2,601 shares; 2025Q4: 3,213 shares 3,213 $997K 0.03% +612 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: 5,665 shares; 2024Q4: 5,774 shares; 2025Q1: 5,839 shares; 2025Q2: 6,619 shares; 2025Q3: 6,977 shares; 2025Q4: 7,335 shares 7,335 $996K 0.03% +358 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: 736 shares; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 1,506 shares; 2025Q3: 1,732 shares; 2025Q4: 2,353 shares 2,353 $993K 0.03% +621 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,179 shares; 2025Q1: 2,441 shares; 2025Q2: 3,366 shares; 2025Q3: 3,365 shares; 2025Q4: 3,328 shares 3,328 $985K 0.03% -37 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 13,518 shares; 2025Q1: 13,806 shares; 2025Q2: 15,279 shares; 2025Q3: 16,606 shares; 2025Q4: 17,689 shares 17,689 $973K 0.03% +1,083 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: 1,363 shares; 2025Q1: 1,599 shares; 2025Q2: 1,090 shares; 2025Q3: 3,005 shares; 2025Q4: 3,485 shares 3,485 $973K 0.03% +480 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 10,586 shares; 2025Q1: 10,338 shares; 2025Q2: 10,036 shares; 2025Q3: 9,692 shares; 2025Q4: 8,442 shares 8,442 $968K 0.03% -1,250 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: 6,025 shares; 2024Q4: 6,651 shares; 2025Q1: 7,248 shares; 2025Q2: 7,762 shares; 2025Q3: 7,823 shares; 2025Q4: 7,685 shares 7,685 $967K 0.03% -138 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,287 shares; 2025Q3: 5,969 shares; 2025Q4: 5,546 shares 5,546 $966K 0.03% -423 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: 13,318 shares; 2025Q2: 20,131 shares; 2025Q3: 21,601 shares; 2025Q4: 21,672 shares 21,672 $964K 0.03% +71 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,366 shares; 2025Q1: 3,131 shares; 2025Q2: 2,984 shares; 2025Q3: 5,052 shares; 2025Q4: 7,455 shares 7,455 $962K 0.03% +2,403 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,533 shares; 2025Q1: 4,082 shares; 2025Q2: 4,628 shares; 2025Q3: 5,363 shares; 2025Q4: 5,933 shares 5,933 $954K 0.03% +570 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 9,811 shares; 2025Q1: 10,347 shares; 2025Q2: 16,457 shares; 2025Q3: 16,583 shares; 2025Q4: 16,422 shares 16,422 $951K 0.03% -161 Timeline VPU 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: 2,412 shares; 2024Q4: 2,464 shares; 2025Q1: 2,286 shares; 2025Q2: 4,796 shares; 2025Q3: 4,825 shares; 2025Q4: 5,135 shares 5,135 $950K 0.03% +310 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 26,325 shares; 2025Q4: 95,112 shares 95,112 $950K 0.03% +68,787 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 17,541 shares; 2025Q1: 12,923 shares; 2025Q2: 12,421 shares; 2025Q3: 11,997 shares; 2025Q4: 12,243 shares 12,243 $949K 0.03% +246 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 10,293 shares; 2025Q1: 11,397 shares; 2025Q2: 12,671 shares; 2025Q3: 11,213 shares; 2025Q4: 11,083 shares 11,083 $948K 0.03% -130 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,804 shares; 2025Q1: 10,039 shares; 2025Q2: 10,668 shares; 2025Q3: 11,399 shares; 2025Q4: 20,616 shares 20,616 $948K 0.03% +9,217 Timeline QLTA 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: 29,192 shares; 2025Q1: 23,280 shares; 2025Q2: 19,954 shares; 2025Q3: 19,842 shares; 2025Q4: 19,648 shares 19,648 $945K 0.03% -194 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: 10,375 shares; 2024Q4: 9,442 shares; 2025Q1: 9,446 shares; 2025Q2: 16,733 shares; 2025Q3: 7,425 shares; 2025Q4: 12,519 shares 12,519 $944K 0.03% +5,094 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 6,102 shares; 2025Q1: 6,667 shares; 2025Q2: 5,516 shares; 2025Q3: 4,605 shares; 2025Q4: 5,095 shares 5,095 $943K 0.03% +490 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: 21,228 shares; 2024Q4: 45,371 shares; 2025Q1: 27,249 shares; 2025Q2: 19,989 shares; 2025Q3: 20,657 shares; 2025Q4: 35,567 shares 35,567 $942K 0.03% +14,910 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: 1,110 shares; 2024Q4: 1,372 shares; 2025Q1: 1,788 shares; 2025Q2: 1,996 shares; 2025Q3: 2,220 shares; 2025Q4: 2,409 shares 2,409 $937K 0.03% +189 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: 814 shares; 2024Q4: 1,551 shares; 2025Q1: 1,725 shares; 2025Q2: 1,708 shares; 2025Q3: 1,721 shares; 2025Q4: 1,553 shares 1,553 $937K 0.03% -168 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,929 shares; 2025Q1: 2,252 shares; 2025Q2: 2,226 shares; 2025Q3: 2,374 shares; 2025Q4: 5,522 shares 5,522 $936K 0.03% +3,148 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,805 shares; 2025Q1: 2,110 shares; 2025Q2: 2,310 shares; 2025Q3: 2,370 shares; 2025Q4: 2,213 shares 2,213 $934K 0.03% -157 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 1,236 shares; 2025Q3: 1,615 shares; 2025Q4: 1,995 shares 1,995 $932K 0.03% +380 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: 4,809 shares; 2024Q4: 4,833 shares; 2025Q1: 4,854 shares; 2025Q2: 5,198 shares; 2025Q3: 6,257 shares; 2025Q4: 6,754 shares 6,754 $931K 0.03% +497 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,319 shares; 2025Q1: 4,999 shares; 2025Q2: 5,643 shares; 2025Q3: 5,430 shares; 2025Q4: 5,702 shares 5,702 $924K 0.03% +272 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,914 shares; 2024Q4: 19,650 shares; 2025Q1: 19,418 shares; 2025Q2: 10,707 shares; 2025Q3: 11,112 shares; 2025Q4: 11,115 shares 11,115 $917K 0.03% +3 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 11,294 shares; 2025Q1: 10,346 shares; 2025Q2: 13,659 shares; 2025Q3: 15,531 shares; 2025Q4: 14,037 shares 14,037 $914K 0.03% -1,494 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,142 shares; 2024Q4: 15,856 shares; 2025Q1: 17,788 shares; 2025Q2: 20,653 shares; 2025Q3: 24,429 shares; 2025Q4: 26,778 shares 26,778 $906K 0.03% +2,349 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 3,623 shares; 2025Q1: 4,085 shares; 2025Q2: 4,473 shares; 2025Q3: 4,384 shares; 2025Q4: 4,056 shares 4,056 $905K 0.03% -328 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,966 shares; 2025Q1: 3,617 shares; 2025Q2: 4,185 shares; 2025Q3: 4,781 shares; 2025Q4: 4,583 shares 4,583 $904K 0.03% -198 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: not reported; 2025Q2: not reported; 2025Q3: 5,440 shares; 2025Q4: 5,440 shares 5,440 $902K 0.03% 0 Timeline GBIL 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: 2,603 shares; 2025Q1: 2,284 shares; 2025Q2: 3,001 shares; 2025Q3: 13,828 shares; 2025Q4: 8,949 shares 8,949 $894K 0.03% -4,879 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,816 shares; 2025Q1: 2,468 shares; 2025Q2: 2,204 shares; 2025Q3: 2,922 shares; 2025Q4: 2,521 shares 2,521 $890K 0.03% -401 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: 3,934 shares; 2024Q4: 4,442 shares; 2025Q1: 5,006 shares; 2025Q2: 5,469 shares; 2025Q3: 5,603 shares; 2025Q4: 4,697 shares 4,697 $883K 0.03% -906 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: 30,105 shares; 2024Q4: 19,430 shares; 2025Q1: 39,845 shares; 2025Q2: 45,871 shares; 2025Q3: 53,099 shares; 2025Q4: 66,938 shares 66,938 $878K 0.03% +13,839 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,837 shares; 2024Q4: 15,031 shares; 2025Q1: 11,241 shares; 2025Q2: 14,195 shares; 2025Q3: 15,389 shares; 2025Q4: 16,281 shares 16,281 $873K 0.03% +892 Timeline PICK 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: not reported; 2025Q3: 16,770 shares; 2025Q4: 16,979 shares 16,979 $872K 0.03% +209 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,719 shares; 2024Q4: 21,749 shares; 2025Q1: 21,830 shares; 2025Q2: 18,998 shares; 2025Q3: 18,824 shares; 2025Q4: 19,347 shares 19,347 $870K 0.03% +523 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,422 shares; 2025Q3: 162,509 shares; 2025Q4: 168,637 shares 168,637 $870K 0.03% +6,128 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 12,318 shares; 2025Q2: not reported; 2025Q3: 13,214 shares; 2025Q4: 16,776 shares 16,776 $869K 0.03% +3,562 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,393 shares; 2024Q4: 31,772 shares; 2025Q1: 30,232 shares; 2025Q2: 28,414 shares; 2025Q3: 30,532 shares; 2025Q4: 31,481 shares 31,481 $853K 0.03% +949 Timeline USG USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,275 shares; 2025Q3: 21,300 shares; 2025Q4: 24,546 shares 24,546 $853K 0.03% +3,246 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,017 shares; 2024Q4: 20,259 shares; 2025Q1: 19,974 shares; 2025Q2: 20,085 shares; 2025Q3: 19,304 shares; 2025Q4: 17,883 shares 17,883 $852K 0.03% -1,421 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,373 shares; 2025Q3: 17,987 shares; 2025Q4: 19,207 shares 19,207 $852K 0.03% +1,220 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,266 shares; 2024Q4: 21,220 shares; 2025Q1: 25,664 shares; 2025Q2: 27,552 shares; 2025Q3: 31,388 shares; 2025Q4: 32,480 shares 32,480 $850K 0.03% +1,092 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 16,097 shares; 2025Q1: 23,704 shares; 2025Q2: 14,031 shares; 2025Q3: 22,611 shares; 2025Q4: 24,445 shares 24,445 $849K 0.03% +1,834 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,371 shares; 2025Q1: 27,338 shares; 2025Q2: 27,074 shares; 2025Q3: 21,631 shares; 2025Q4: 21,631 shares 21,631 $846K 0.03% 0 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: 4,798 shares; 2024Q4: 6,295 shares; 2025Q1: 7,524 shares; 2025Q2: 8,194 shares; 2025Q3: 9,298 shares; 2025Q4: 9,626 shares 9,626 $843K 0.02% +328 Timeline BGRN 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: 13,041 shares; 2025Q2: 13,199 shares; 2025Q3: 17,177 shares; 2025Q4: 17,561 shares 17,561 $842K 0.02% +384 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 3,026 shares; 2025Q1: 5,170 shares; 2025Q2: 3,759 shares; 2025Q3: 5,237 shares; 2025Q4: 6,418 shares 6,418 $839K 0.02% +1,181 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: 862 shares; 2024Q4: not reported; 2025Q1: 986 shares; 2025Q2: 1,957 shares; 2025Q3: 2,589 shares; 2025Q4: 2,888 shares 2,888 $834K 0.02% +299 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,683 shares; 2025Q3: 5,056 shares; 2025Q4: 3,324 shares 3,324 $832K 0.02% -1,732 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: 4,865 shares; 2024Q4: 3,550 shares; 2025Q1: 11,657 shares; 2025Q2: 9,944 shares; 2025Q3: 10,918 shares; 2025Q4: 10,434 shares 10,434 $832K 0.02% -484 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: 2,964 shares; 2024Q4: 4,977 shares; 2025Q1: 5,281 shares; 2025Q2: 5,771 shares; 2025Q3: 5,797 shares; 2025Q4: 7,888 shares 7,888 $832K 0.02% +2,091 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 938 shares; 2025Q1: 1,218 shares; 2025Q2: 1,249 shares; 2025Q3: 1,309 shares; 2025Q4: 1,621 shares 1,621 $828K 0.02% +312 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 5,689 shares; 2025Q1: 6,421 shares; 2025Q2: 6,122 shares; 2025Q3: 8,609 shares; 2025Q4: 9,907 shares 9,907 $827K 0.02% +1,298 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,122 shares; 2025Q1: 5,481 shares; 2025Q2: 5,504 shares; 2025Q3: 6,187 shares; 2025Q4: 6,395 shares 6,395 $825K 0.02% +208 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,783 shares; 2024Q4: 10,413 shares; 2025Q1: 10,551 shares; 2025Q2: 12,748 shares; 2025Q3: 13,244 shares; 2025Q4: 13,653 shares 13,653 $825K 0.02% +409 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,546 shares; 2024Q4: 23,652 shares; 2025Q1: 31,497 shares; 2025Q2: 34,711 shares; 2025Q3: 31,695 shares; 2025Q4: 29,246 shares 29,246 $824K 0.02% -2,449 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: 15,122 shares; 2024Q4: 12,094 shares; 2025Q1: 12,468 shares; 2025Q2: 12,693 shares; 2025Q3: 9,050 shares; 2025Q4: 19,209 shares 19,209 $820K 0.02% +10,159 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 1,094 shares; 2025Q1: 1,191 shares; 2025Q2: 1,378 shares; 2025Q3: 1,476 shares; 2025Q4: 1,427 shares 1,427 $819K 0.02% -49 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 451 shares; 2025Q1: 652 shares; 2025Q2: 9,305 shares; 2025Q3: 8,926 shares; 2025Q4: 8,944 shares 8,944 $816K 0.02% +18 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 6,366 shares; 2025Q1: 7,053 shares; 2025Q2: 8,222 shares; 2025Q3: 9,523 shares; 2025Q4: 9,359 shares 9,359 $815K 0.02% -164 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 15,141 shares; 2025Q1: 18,504 shares; 2025Q2: 22,368 shares; 2025Q3: 26,910 shares; 2025Q4: 27,418 shares 27,418 $810K 0.02% +508 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,932 shares; 2024Q4: 16,767 shares; 2025Q1: 23,011 shares; 2025Q2: 15,829 shares; 2025Q3: 14,446 shares; 2025Q4: 16,680 shares 16,680 $808K 0.02% +2,234 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: 562 shares; 2024Q4: 613 shares; 2025Q1: 655 shares; 2025Q2: 853 shares; 2025Q3: 1,043 shares; 2025Q4: 998 shares 998 $808K 0.02% -45 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: 3,069 shares; 2024Q4: 3,358 shares; 2025Q1: 3,371 shares; 2025Q2: 3,724 shares; 2025Q3: 4,187 shares; 2025Q4: 4,983 shares 4,983 $807K 0.02% +796 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 9,411 shares; 2025Q1: 10,362 shares; 2025Q2: 13,901 shares; 2025Q3: 16,269 shares; 2025Q4: 15,316 shares 15,316 $802K 0.02% -953 Timeline HYDB 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: 116,700 shares; 2024Q4: 168,089 shares; 2025Q1: 192,001 shares; 2025Q2: 208,301 shares; 2025Q3: 219,850 shares; 2025Q4: 16,939 shares 16,939 $802K 0.02% -202,911 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,786 shares; 2024Q4: 3,916 shares; 2025Q1: 3,700 shares; 2025Q2: 3,570 shares; 2025Q3: 9,725 shares; 2025Q4: 10,298 shares 10,298 $802K 0.02% +573 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: 33,517 shares; 2024Q4: 31,675 shares; 2025Q1: 38,026 shares; 2025Q2: 30,757 shares; 2025Q3: 26,753 shares; 2025Q4: 26,725 shares 26,725 $799K 0.02% -28 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,896 shares; 2025Q1: 2,043 shares; 2025Q2: 2,104 shares; 2025Q3: 1,899 shares; 2025Q4: 1,758 shares 1,758 $798K 0.02% -141 Timeline SMH 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: 1,498 shares; 2024Q4: 1,727 shares; 2025Q1: 1,658 shares; 2025Q2: 2,609 shares; 2025Q3: 2,313 shares; 2025Q4: 2,214 shares 2,214 $797K 0.02% -99 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,643 shares; 2025Q2: 7,110 shares; 2025Q3: 17,506 shares; 2025Q4: 16,586 shares 16,586 $794K 0.02% -920 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,590 shares; 2025Q1: 4,889 shares; 2025Q2: 3,715 shares; 2025Q3: 3,885 shares; 2025Q4: 4,288 shares 4,288 $791K 0.02% +403 Timeline HYS 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: 2,223 shares; 2025Q2: 2,221 shares; 2025Q3: 4,461 shares; 2025Q4: 8,337 shares 8,337 $791K 0.02% +3,876 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: 23,832 shares; 2024Q4: 19,208 shares; 2025Q1: 19,222 shares; 2025Q2: 8,566 shares; 2025Q3: 15,212 shares; 2025Q4: 13,756 shares 13,756 $787K 0.02% -1,456 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 8,264 shares; 2025Q1: 8,019 shares; 2025Q2: 8,094 shares; 2025Q3: 9,370 shares; 2025Q4: 17,780 shares 17,780 $785K 0.02% +8,410 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 5,028 shares; 2025Q1: 5,070 shares; 2025Q2: 5,220 shares; 2025Q3: 5,200 shares; 2025Q4: 5,199 shares 5,199 $780K 0.02% -1 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: 3,177 shares; 2025Q3: 3,409 shares; 2025Q4: 3,333 shares 3,333 $780K 0.02% -76 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: 690 shares; 2025Q3: 725 shares; 2025Q4: 834 shares 834 $778K 0.02% +109 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: not reported; 2025Q4: 6,139 shares 6,139 $777K 0.02% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 7,665 shares; 2025Q3: 7,269 shares; 2025Q4: 6,933 shares 6,933 $775K 0.02% -336 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,456 shares; 2025Q3: 10,456 shares; 2025Q4: 23,450 shares 23,450 $774K 0.02% +12,994 Timeline