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: restricted; 2024Q4: 1,430,875 shares; 2025Q1: 1,569,301 shares; 2025Q2: 1,875,033 shares; 2025Q3: 1,960,789 shares; 2025Q4: 2,061,521 shares 2,061,521 $61M 6.49% +100,732 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: restricted; 2024Q4: 74,977 shares; 2025Q1: not reported; 2025Q2: 86,744 shares; 2025Q3: 88,677 shares; 2025Q4: 72,083 shares 72,083 $44.3M 4.71% -16,594 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: restricted; 2024Q4: 168,318 shares; 2025Q1: 195,975 shares; 2025Q2: 189,692 shares; 2025Q3: 211,119 shares; 2025Q4: 234,824 shares 234,824 $43.8M 4.66% +23,705 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,597 shares; 2025Q1: 163,310 shares; 2025Q2: 151,431 shares; 2025Q3: 151,844 shares; 2025Q4: 154,099 shares 154,099 $41.9M 4.46% +2,255 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: restricted; 2024Q4: 400,349 shares; 2025Q1: 438,548 shares; 2025Q2: 476,676 shares; 2025Q3: 489,211 shares; 2025Q4: 524,705 shares 524,705 $40.9M 4.35% +35,494 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: restricted; 2024Q4: 54,615 shares; 2025Q1: 57,632 shares; 2025Q2: 58,374 shares; 2025Q3: 60,414 shares; 2025Q4: 61,778 shares 61,778 $29.9M 3.18% +1,364 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: restricted; 2024Q4: 106,264 shares; 2025Q1: 110,752 shares; 2025Q2: 113,054 shares; 2025Q3: 114,410 shares; 2025Q4: 115,662 shares 115,662 $26.7M 2.84% +1,252 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 498,717 shares; 2025Q1: 548,376 shares; 2025Q2: 540,568 shares; 2025Q3: 541,720 shares; 2025Q4: 533,293 shares 533,293 $25.5M 2.71% -8,427 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: restricted; 2024Q4: 324,502 shares; 2025Q1: 360,873 shares; 2025Q2: 407,614 shares; 2025Q3: 423,502 shares; 2025Q4: 434,906 shares 434,906 $24.9M 2.65% +11,404 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: restricted; 2024Q4: 58,475 shares; 2025Q1: 59,243 shares; 2025Q2: 56,371 shares; 2025Q3: 54,814 shares; 2025Q4: 62,395 shares 62,395 $21.6M 2.3% +7,581 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412,099 shares; 2025Q4: 427,522 shares 427,522 $19.5M 2.07% +15,423 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: restricted; 2024Q4: 475,706 shares; 2025Q1: 413,499 shares; 2025Q2: 402,206 shares; 2025Q3: 392,304 shares; 2025Q4: 383,568 shares 383,568 $19.4M 2.06% -8,736 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: restricted; 2024Q4: 68,368 shares; 2025Q1: 71,512 shares; 2025Q2: 62,208 shares; 2025Q3: 58,516 shares; 2025Q4: 61,174 shares 61,174 $19.1M 2.04% +2,658 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 431,737 shares; 2025Q1: 446,153 shares; 2025Q2: 471,867 shares; 2025Q3: 469,898 shares; 2025Q4: 481,960 shares 481,960 $16.5M 1.76% +12,062 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: restricted; 2024Q4: 40,504 shares; 2025Q1: 33,295 shares; 2025Q2: 33,461 shares; 2025Q3: 35,187 shares; 2025Q4: 35,037 shares 35,037 $15.8M 1.68% -150 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,652 shares; 2025Q4: 302,724 shares 302,724 $15.4M 1.64% +298,072 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,836 shares; 2025Q1: 111,868 shares; 2025Q2: 110,166 shares; 2025Q3: 110,201 shares; 2025Q4: 137,040 shares 137,040 $10.9M 1.16% +26,839 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: restricted; 2024Q4: 9,095 shares; 2025Q1: 11,534 shares; 2025Q2: 11,337 shares; 2025Q3: 14,357 shares; 2025Q4: 14,597 shares 14,597 $9.64M 1.03% +240 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: restricted; 2024Q4: 19,681 shares; 2025Q1: 20,035 shares; 2025Q2: 18,790 shares; 2025Q3: 17,818 shares; 2025Q4: 18,103 shares 18,103 $9.1M 0.97% +285 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: restricted; 2024Q4: 28,879 shares; 2025Q1: 29,289 shares; 2025Q2: 32,616 shares; 2025Q3: 28,614 shares; 2025Q4: 28,679 shares 28,679 $9M 0.96% +65 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: restricted; 2024Q4: 19,811 shares; 2025Q1: 19,816 shares; 2025Q2: 19,819 shares; 2025Q3: 19,823 shares; 2025Q4: 19,783 shares 19,783 $8.8M 0.94% -40 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: restricted; 2024Q4: 129,780 shares; 2025Q1: 205,594 shares; 2025Q2: 193,277 shares; 2025Q3: 182,859 shares; 2025Q4: 191,004 shares 191,004 $8.79M 0.94% +8,145 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,447 shares; 2025Q1: 67,480 shares; 2025Q2: 60,421 shares; 2025Q3: 55,448 shares; 2025Q4: 178,147 shares 178,147 $8.45M 0.9% +122,699 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: restricted; 2024Q4: 80,581 shares; 2025Q1: 83,497 shares; 2025Q2: 80,693 shares; 2025Q3: 79,038 shares; 2025Q4: 80,080 shares 80,080 $8.17M 0.87% +1,042 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,654 shares 93,654 $7.21M 0.77% new Timeline XSMO 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: restricted; 2024Q4: 104,103 shares; 2025Q1: 108,250 shares; 2025Q2: 102,655 shares; 2025Q3: 100,208 shares; 2025Q4: 98,944 shares 98,944 $7.12M 0.76% -1,264 Timeline JBND 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: restricted; 2024Q4: 112,686 shares; 2025Q1: 109,179 shares; 2025Q2: 107,522 shares; 2025Q3: 119,502 shares; 2025Q4: 129,912 shares 129,912 $7.02M 0.75% +10,410 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 614,551 shares; 2025Q1: 614,553 shares; 2025Q2: 614,664 shares; 2025Q3: 614,661 shares; 2025Q4: 614,666 shares 614,666 $6.76M 0.72% +5 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,006 shares; 2025Q1: 167,136 shares; 2025Q2: 157,670 shares; 2025Q3: 149,523 shares; 2025Q4: 139,292 shares 139,292 $6.7M 0.71% -10,231 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: restricted; 2024Q4: 139,802 shares; 2025Q1: 146,022 shares; 2025Q2: 269,413 shares; 2025Q3: 135,644 shares; 2025Q4: 189,004 shares 189,004 $6.17M 0.66% +53,360 Timeline HELO 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: restricted; 2024Q4: 96,191 shares; 2025Q1: 110,180 shares; 2025Q2: 101,052 shares; 2025Q3: 102,423 shares; 2025Q4: 84,998 shares 84,998 $5.65M 0.6% -17,425 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,023 shares; 2025Q1: 127,407 shares; 2025Q2: 127,170 shares; 2025Q3: 124,019 shares; 2025Q4: 116,042 shares 116,042 $5.16M 0.55% -7,977 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,626 shares; 2025Q1: 126,721 shares; 2025Q2: 109,965 shares; 2025Q3: 104,243 shares; 2025Q4: 86,376 shares 86,376 $4.91M 0.52% -17,867 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: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,976 shares; 2025Q2: 4,559 shares; 2025Q3: 4,788 shares; 2025Q4: 4,502 shares 4,502 $4.84M 0.51% -286 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: restricted; 2024Q4: 46,958 shares; 2025Q1: 48,048 shares; 2025Q2: 38,747 shares; 2025Q3: 42,209 shares; 2025Q4: 42,404 shares 42,404 $4.72M 0.5% +195 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: restricted; 2024Q4: 11,679 shares; 2025Q1: 11,481 shares; 2025Q2: 7,720 shares; 2025Q3: 7,485 shares; 2025Q4: 6,638 shares 6,638 $4.55M 0.48% -847 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,730 shares 121,730 $4.45M 0.47% new 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: restricted; 2024Q4: 9,318 shares; 2025Q1: 10,807 shares; 2025Q2: 13,947 shares; 2025Q3: 12,812 shares; 2025Q4: 12,679 shares 12,679 $4.45M 0.47% -133 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: restricted; 2024Q4: 65,907 shares; 2025Q1: 65,600 shares; 2025Q2: 56,907 shares; 2025Q3: 56,978 shares; 2025Q4: 44,639 shares 44,639 $4.43M 0.47% -12,339 Timeline XSVM 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: restricted; 2024Q4: 61,967 shares; 2025Q1: 68,425 shares; 2025Q2: 68,666 shares; 2025Q3: 71,170 shares; 2025Q4: 73,573 shares 73,573 $4.2M 0.45% +2,403 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: restricted; 2024Q4: 6,309 shares; 2025Q1: 6,206 shares; 2025Q2: 5,154 shares; 2025Q3: 5,008 shares; 2025Q4: 6,044 shares 6,044 $4.12M 0.44% +1,036 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: restricted; 2024Q4: 74,674 shares; 2025Q1: 63,373 shares; 2025Q2: 53,913 shares; 2025Q3: 50,443 shares; 2025Q4: 38,273 shares 38,273 $4.08M 0.43% -12,170 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: restricted; 2024Q4: 40,290 shares; 2025Q1: 35,106 shares; 2025Q2: 31,961 shares; 2025Q3: 31,542 shares; 2025Q4: 32,058 shares 32,058 $3.86M 0.41% +516 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: restricted; 2024Q4: 4,863 shares; 2025Q1: 5,097 shares; 2025Q2: 4,567 shares; 2025Q3: 4,331 shares; 2025Q4: 4,284 shares 4,284 $3.69M 0.39% -47 Timeline ANGL 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: restricted; 2024Q4: 101,177 shares; 2025Q1: 106,881 shares; 2025Q2: 111,827 shares; 2025Q3: 116,789 shares; 2025Q4: 120,609 shares 120,609 $3.54M 0.38% +3,820 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: restricted; 2024Q4: 3,620 shares; 2025Q1: 3,554 shares; 2025Q2: 3,799 shares; 2025Q3: 4,379 shares; 2025Q4: 37,709 shares 37,709 $3.54M 0.38% +33,330 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: restricted; 2024Q4: 34,414 shares; 2025Q1: 36,318 shares; 2025Q2: 34,693 shares; 2025Q3: 30,500 shares; 2025Q4: 29,917 shares 29,917 $3.49M 0.37% -583 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: restricted; 2024Q4: 8,201 shares; 2025Q1: 10,002 shares; 2025Q2: 10,333 shares; 2025Q3: 9,192 shares; 2025Q4: 10,323 shares 10,323 $3.33M 0.35% +1,131 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,024 shares; 2025Q1: 106,438 shares; 2025Q2: 104,611 shares; 2025Q3: 100,608 shares; 2025Q4: 71,645 shares 71,645 $3.13M 0.33% -28,963 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,805 shares; 2025Q1: 38,505 shares; 2025Q2: 38,473 shares; 2025Q3: 48,894 shares; 2025Q4: 60,448 shares 60,448 $3.06M 0.33% +11,554 Timeline BOND 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: restricted; 2024Q4: 28,293 shares; 2025Q1: 48,919 shares; 2025Q2: 41,666 shares; 2025Q3: 37,512 shares; 2025Q4: 32,498 shares 32,498 $3.02M 0.32% -5,014 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: restricted; 2024Q4: 8,190 shares; 2025Q1: 8,555 shares; 2025Q2: 8,810 shares; 2025Q3: 10,051 shares; 2025Q4: 10,136 shares 10,136 $3M 0.32% +85 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,011 shares; 2025Q1: 37,785 shares; 2025Q2: 36,709 shares; 2025Q3: 48,092 shares; 2025Q4: 70,867 shares 70,867 $2.94M 0.31% +22,775 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: restricted; 2024Q4: 3,733 shares; 2025Q1: 4,525 shares; 2025Q2: 3,907 shares; 2025Q3: 4,194 shares; 2025Q4: 4,922 shares 4,922 $2.81M 0.3% +728 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: restricted; 2024Q4: 8,640 shares; 2025Q1: 7,903 shares; 2025Q2: 8,173 shares; 2025Q3: 8,445 shares; 2025Q4: 18,571 shares 18,571 $2.76M 0.29% +10,126 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,537 shares; 2025Q1: 73,865 shares; 2025Q2: 129,514 shares; 2025Q3: 158,260 shares; 2025Q4: 53,575 shares 53,575 $2.73M 0.29% -104,685 Timeline WTV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,645 shares; 2025Q3: 30,554 shares; 2025Q4: 29,176 shares 29,176 $2.72M 0.29% -1,378 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: restricted; 2024Q4: 3,522 shares; 2025Q1: 3,843 shares; 2025Q2: 3,530 shares; 2025Q3: 2,851 shares; 2025Q4: 3,095 shares 3,095 $2.72M 0.29% +244 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: restricted; 2024Q4: 29,201 shares; 2025Q1: 29,227 shares; 2025Q2: 19,958 shares; 2025Q3: 19,931 shares; 2025Q4: 18,748 shares 18,748 $2.69M 0.29% -1,183 Timeline JIRE 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: restricted; 2024Q4: not reported; 2025Q1: 8,560 shares; 2025Q2: 8,864 shares; 2025Q3: 17,160 shares; 2025Q4: 35,541 shares 35,541 $2.66M 0.28% +18,381 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: restricted; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: 1,603 shares; 2025Q3: 2,271 shares; 2025Q4: 17,206 shares 17,206 $2.64M 0.28% +14,935 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: restricted; 2024Q4: 5,616 shares; 2025Q1: 5,569 shares; 2025Q2: 4,348 shares; 2025Q3: 4,572 shares; 2025Q4: 4,576 shares 4,576 $2.62M 0.28% +4 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: restricted; 2024Q4: 17,660 shares; 2025Q1: 18,966 shares; 2025Q2: 16,889 shares; 2025Q3: 16,817 shares; 2025Q4: 16,906 shares 16,906 $2.58M 0.27% +89 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: restricted; 2024Q4: 72,368 shares; 2025Q1: 83,980 shares; 2025Q2: 82,505 shares; 2025Q3: 90,317 shares; 2025Q4: 95,040 shares 95,040 $2.56M 0.27% +4,723 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: restricted; 2024Q4: 8,529 shares; 2025Q1: 9,092 shares; 2025Q2: 7,472 shares; 2025Q3: 7,508 shares; 2025Q4: 7,322 shares 7,322 $2.52M 0.27% -186 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: restricted; 2024Q4: 8,344 shares; 2025Q1: 8,334 shares; 2025Q2: 8,258 shares; 2025Q3: 8,098 shares; 2025Q4: 7,639 shares 7,639 $2.5M 0.27% -459 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: restricted; 2024Q4: 6,325 shares; 2025Q1: 5,762 shares; 2025Q2: 5,479 shares; 2025Q3: 5,402 shares; 2025Q4: 5,247 shares 5,247 $2.48M 0.26% -155 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,872 shares; 2025Q1: 11,683 shares; 2025Q2: 11,879 shares; 2025Q3: 11,791 shares; 2025Q4: 11,010 shares 11,010 $2.47M 0.26% -781 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: restricted; 2024Q4: 4,682 shares; 2025Q1: 4,637 shares; 2025Q2: 3,644 shares; 2025Q3: 2,320 shares; 2025Q4: 5,341 shares 5,341 $2.42M 0.26% +3,021 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: restricted; 2024Q4: 20,380 shares; 2025Q1: 20,897 shares; 2025Q2: 25,372 shares; 2025Q3: 26,138 shares; 2025Q4: 21,099 shares 21,099 $2.4M 0.26% -5,039 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: restricted; 2024Q4: 15,667 shares; 2025Q1: 23,349 shares; 2025Q2: 19,142 shares; 2025Q3: 20,530 shares; 2025Q4: 35,066 shares 35,066 $2.36M 0.25% +14,536 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: restricted; 2024Q4: 15,440 shares; 2025Q1: 32,940 shares; 2025Q2: 31,335 shares; 2025Q3: 27,350 shares; 2025Q4: 30,575 shares 30,575 $2.36M 0.25% +3,225 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: restricted; 2024Q4: 2,778 shares; 2025Q1: 2,861 shares; 2025Q2: 2,832 shares; 2025Q3: 2,876 shares; 2025Q4: 2,838 shares 2,838 $2.33M 0.25% -38 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: restricted; 2024Q4: 12,736 shares; 2025Q1: 10,748 shares; 2025Q2: 9,352 shares; 2025Q3: 11,504 shares; 2025Q4: 11,909 shares 11,909 $2.32M 0.25% +405 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: restricted; 2024Q4: 12,507 shares; 2025Q1: not reported; 2025Q2: 14,938 shares; 2025Q3: 12,889 shares; 2025Q4: 12,605 shares 12,605 $2.31M 0.25% -284 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,298 shares; 2025Q1: 127,377 shares; 2025Q2: 128,458 shares; 2025Q3: 139,520 shares; 2025Q4: 154,826 shares 154,826 $2.31M 0.25% +15,306 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: restricted; 2024Q4: 12,553 shares; 2025Q1: 12,567 shares; 2025Q2: 6,915 shares; 2025Q3: 8,029 shares; 2025Q4: 8,042 shares 8,042 $2.3M 0.24% +13 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: restricted; 2024Q4: 10,241 shares; 2025Q1: 10,058 shares; 2025Q2: 8,489 shares; 2025Q3: 8,719 shares; 2025Q4: 9,189 shares 9,189 $2.1M 0.22% +470 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: restricted; 2024Q4: 6,573 shares; 2025Q1: 7,241 shares; 2025Q2: 7,804 shares; 2025Q3: 6,929 shares; 2025Q4: 7,898 shares 7,898 $2.09M 0.22% +969 Timeline JPIE 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: restricted; 2024Q4: 22,602 shares; 2025Q1: 25,749 shares; 2025Q2: 31,880 shares; 2025Q3: 37,995 shares; 2025Q4: 45,023 shares 45,023 $2.08M 0.22% +7,028 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: restricted; 2024Q4: 2,356 shares; 2025Q1: 3,316 shares; 2025Q2: 3,910 shares; 2025Q3: 4,544 shares; 2025Q4: 4,435 shares 4,435 $2.08M 0.22% -109 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: restricted; 2024Q4: 2,319 shares; 2025Q1: 5,528 shares; 2025Q2: 6,291 shares; 2025Q3: 6,650 shares; 2025Q4: 6,829 shares 6,829 $2.08M 0.22% +179 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: restricted; 2024Q4: 15,948 shares; 2025Q1: 18,818 shares; 2025Q2: 18,836 shares; 2025Q3: 20,808 shares; 2025Q4: 23,043 shares 23,043 $2.06M 0.22% +2,235 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: restricted; 2024Q4: 44,441 shares; 2025Q1: 47,943 shares; 2025Q2: 35,558 shares; 2025Q3: 34,022 shares; 2025Q4: 36,365 shares 36,365 $2M 0.21% +2,343 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,811 shares; 2025Q1: 17,253 shares; 2025Q2: 15,922 shares; 2025Q3: 15,565 shares; 2025Q4: 14,476 shares 14,476 $1.98M 0.21% -1,089 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: restricted; 2024Q4: 4,562 shares; 2025Q1: 5,984 shares; 2025Q2: 5,733 shares; 2025Q3: 6,107 shares; 2025Q4: 6,090 shares 6,090 $1.94M 0.21% -17 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: restricted; 2024Q4: 16,434 shares; 2025Q1: 16,688 shares; 2025Q2: 16,080 shares; 2025Q3: 14,040 shares; 2025Q4: 23,389 shares 23,389 $1.94M 0.21% +9,349 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: restricted; 2024Q4: 10,449 shares; 2025Q1: 11,516 shares; 2025Q2: 8,706 shares; 2025Q3: 8,739 shares; 2025Q4: 9,145 shares 9,145 $1.89M 0.2% +406 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,725 shares; 2025Q1: 24,457 shares; 2025Q2: 20,714 shares; 2025Q3: 17,911 shares; 2025Q4: 15,514 shares 15,514 $1.89M 0.2% -2,397 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: restricted; 2024Q4: 73,567 shares; 2025Q1: 86,354 shares; 2025Q2: 43,408 shares; 2025Q3: 42,678 shares; 2025Q4: 40,074 shares 40,074 $1.87M 0.2% -2,604 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,195 shares; 2025Q1: 45,845 shares; 2025Q2: 49,752 shares; 2025Q3: 39,678 shares; 2025Q4: 38,137 shares 38,137 $1.82M 0.19% -1,541 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: restricted; 2024Q4: 27,146 shares; 2025Q1: 29,354 shares; 2025Q2: 25,029 shares; 2025Q3: 26,712 shares; 2025Q4: 27,289 shares 27,289 $1.8M 0.19% +577 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: restricted; 2024Q4: 8,042 shares; 2025Q1: 10,403 shares; 2025Q2: 8,725 shares; 2025Q3: 10,936 shares; 2025Q4: 11,189 shares 11,189 $1.79M 0.19% +253 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: restricted; 2024Q4: 2,729 shares; 2025Q1: 8,528 shares; 2025Q2: 6,136 shares; 2025Q3: 8,658 shares; 2025Q4: 10,006 shares 10,006 $1.78M 0.19% +1,348 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: restricted; 2024Q4: not reported; 2025Q1: 25,698 shares; 2025Q2: 20,659 shares; 2025Q3: 13,582 shares; 2025Q4: 13,117 shares 13,117 $1.72M 0.18% -465 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: restricted; 2024Q4: 13,950 shares; 2025Q1: 14,248 shares; 2025Q2: 14,326 shares; 2025Q3: 16,300 shares; 2025Q4: 16,766 shares 16,766 $1.68M 0.18% +466 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: restricted; 2024Q4: 5,716 shares; 2025Q1: 6,390 shares; 2025Q2: 7,213 shares; 2025Q3: 10,749 shares; 2025Q4: 10,593 shares 10,593 $1.63M 0.17% -156 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,358 shares; 2025Q1: 8,211 shares; 2025Q2: 7,910 shares; 2025Q3: 7,770 shares; 2025Q4: 7,702 shares 7,702 $1.62M 0.17% -68 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: restricted; 2024Q4: 9,040 shares; 2025Q1: 8,103 shares; 2025Q2: 8,199 shares; 2025Q3: 7,895 shares; 2025Q4: 7,806 shares 7,806 $1.59M 0.17% -89 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: restricted; 2024Q4: 5,557 shares; 2025Q1: 6,355 shares; 2025Q2: 6,008 shares; 2025Q3: 5,682 shares; 2025Q4: 5,481 shares 5,481 $1.58M 0.17% -201 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: restricted; 2024Q4: 10,377 shares; 2025Q1: 14,842 shares; 2025Q2: 8,531 shares; 2025Q3: 8,883 shares; 2025Q4: 7,963 shares 7,963 $1.58M 0.17% -920 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: restricted; 2024Q4: 9,754 shares; 2025Q1: 4,935 shares; 2025Q2: 5,632 shares; 2025Q3: 5,805 shares; 2025Q4: 7,125 shares 7,125 $1.53M 0.16% +1,320 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: restricted; 2024Q4: 3,634 shares; 2025Q1: 3,654 shares; 2025Q2: 5,619 shares; 2025Q3: 4,476 shares; 2025Q4: 4,287 shares 4,287 $1.5M 0.16% -189 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: restricted; 2024Q4: 46,687 shares; 2025Q1: 59,956 shares; 2025Q2: 21,001 shares; 2025Q3: 18,947 shares; 2025Q4: 18,510 shares 18,510 $1.48M 0.16% -437 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: restricted; 2024Q4: 17,070 shares; 2025Q1: 20,781 shares; 2025Q2: 20,451 shares; 2025Q3: 20,320 shares; 2025Q4: 20,998 shares 20,998 $1.47M 0.16% +678 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: restricted; 2024Q4: 13,467 shares; 2025Q1: 15,902 shares; 2025Q2: 15,482 shares; 2025Q3: 16,114 shares; 2025Q4: 15,834 shares 15,834 $1.46M 0.15% -280 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: restricted; 2024Q4: 1,988 shares; 2025Q1: 2,408 shares; 2025Q2: 2,366 shares; 2025Q3: 2,494 shares; 2025Q4: 2,481 shares 2,481 $1.44M 0.15% -13 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: restricted; 2024Q4: 4,243 shares; 2025Q1: 4,871 shares; 2025Q2: 4,189 shares; 2025Q3: 4,308 shares; 2025Q4: 4,338 shares 4,338 $1.43M 0.15% +30 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: restricted; 2024Q4: 16,034 shares; 2025Q1: 18,429 shares; 2025Q2: 17,682 shares; 2025Q3: 19,702 shares; 2025Q4: 20,094 shares 20,094 $1.43M 0.15% +392 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,738 shares; 2025Q1: 51,330 shares; 2025Q2: 46,037 shares; 2025Q3: 38,797 shares; 2025Q4: 35,172 shares 35,172 $1.42M 0.15% -3,625 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: restricted; 2024Q4: 6,297 shares; 2025Q1: 6,804 shares; 2025Q2: 6,131 shares; 2025Q3: 6,208 shares; 2025Q4: 5,835 shares 5,835 $1.41M 0.15% -373 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,141 shares; 2025Q3: 4,474 shares; 2025Q4: 6,128 shares 6,128 $1.39M 0.15% +1,654 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,231 shares; 2025Q3: 6,257 shares; 2025Q4: 6,268 shares 6,268 $1.37M 0.15% +11 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,527 shares; 2025Q1: 30,042 shares; 2025Q2: 30,042 shares; 2025Q3: 30,042 shares; 2025Q4: 33,879 shares 33,879 $1.34M 0.14% +3,837 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: restricted; 2024Q4: 2,257 shares; 2025Q1: 2,688 shares; 2025Q2: 3,980 shares; 2025Q3: 4,760 shares; 2025Q4: 4,348 shares 4,348 $1.34M 0.14% -412 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: restricted; 2024Q4: 1,992 shares; 2025Q1: 2,025 shares; 2025Q2: 1,761 shares; 2025Q3: 2,020 shares; 2025Q4: 2,005 shares 2,005 $1.33M 0.14% -15 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,301 shares; 2025Q1: 23,755 shares; 2025Q2: 12,233 shares; 2025Q3: 11,824 shares; 2025Q4: 10,756 shares 10,756 $1.33M 0.14% -1,068 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,759 shares; 2025Q1: 41,762 shares; 2025Q2: 41,265 shares; 2025Q3: 36,616 shares; 2025Q4: 36,616 shares 36,616 $1.3M 0.14% 0 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: restricted; 2024Q4: 16,196 shares; 2025Q1: 17,595 shares; 2025Q2: 15,930 shares; 2025Q3: 15,436 shares; 2025Q4: 16,031 shares 16,031 $1.29M 0.14% +595 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: restricted; 2024Q4: 32,333 shares; 2025Q1: not reported; 2025Q2: 25,098 shares; 2025Q3: 15,588 shares; 2025Q4: 15,976 shares 15,976 $1.27M 0.13% +388 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: restricted; 2024Q4: 26,390 shares; 2025Q1: 29,332 shares; 2025Q2: 19,139 shares; 2025Q3: 19,321 shares; 2025Q4: 17,704 shares 17,704 $1.26M 0.13% -1,617 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: restricted; 2024Q4: 8,152 shares; 2025Q1: 9,506 shares; 2025Q2: 6,813 shares; 2025Q3: 6,727 shares; 2025Q4: 6,159 shares 6,159 $1.23M 0.13% -568 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,194 shares; 2025Q1: 40,362 shares; 2025Q2: 20,652 shares; 2025Q3: 20,604 shares; 2025Q4: 19,837 shares 19,837 $1.21M 0.13% -767 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,226 shares; 2025Q1: 17,651 shares; 2025Q2: 18,982 shares; 2025Q3: 18,191 shares; 2025Q4: 17,574 shares 17,574 $1.18M 0.13% -617 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: restricted; 2024Q4: 2,370 shares; 2025Q1: 2,717 shares; 2025Q2: 3,012 shares; 2025Q3: 2,998 shares; 2025Q4: 3,181 shares 3,181 $1.18M 0.13% +183 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: restricted; 2024Q4: 4,313 shares; 2025Q1: 4,799 shares; 2025Q2: 4,699 shares; 2025Q3: 5,091 shares; 2025Q4: 4,550 shares 4,550 $1.17M 0.12% -541 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: restricted; 2024Q4: 4,259 shares; 2025Q1: 6,031 shares; 2025Q2: 6,429 shares; 2025Q3: 6,283 shares; 2025Q4: 6,594 shares 6,594 $1.13M 0.12% +311 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,426 shares; 2025Q1: 18,391 shares; 2025Q2: 18,872 shares; 2025Q3: 19,013 shares; 2025Q4: 19,077 shares 19,077 $1.11M 0.12% +64 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,544 shares; 2025Q1: 228,912 shares; 2025Q2: 236,055 shares; 2025Q3: 243,804 shares; 2025Q4: 251,627 shares 251,627 $1.1M 0.12% +7,823 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: restricted; 2024Q4: 3,768 shares; 2025Q1: 5,027 shares; 2025Q2: 5,049 shares; 2025Q3: 5,329 shares; 2025Q4: 6,208 shares 6,208 $1.1M 0.12% +879 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: restricted; 2024Q4: 1,906 shares; 2025Q1: 2,051 shares; 2025Q2: 1,964 shares; 2025Q3: 1,950 shares; 2025Q4: 1,918 shares 1,918 $1.09M 0.12% -32 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: restricted; 2024Q4: 6,973 shares; 2025Q1: 12,540 shares; 2025Q2: 12,615 shares; 2025Q3: 12,492 shares; 2025Q4: 12,660 shares 12,660 $1.08M 0.12% +168 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,637 shares; 2025Q1: 3,991 shares; 2025Q2: 3,891 shares; 2025Q3: 3,832 shares; 2025Q4: 3,726 shares 3,726 $1.07M 0.11% -106 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,647 shares; 2025Q1: 4,729 shares; 2025Q2: 4,626 shares; 2025Q3: 4,401 shares; 2025Q4: 4,258 shares 4,258 $1.07M 0.11% -143 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: restricted; 2024Q4: 5,959 shares; 2025Q1: 6,497 shares; 2025Q2: 7,252 shares; 2025Q3: 7,709 shares; 2025Q4: 7,869 shares 7,869 $1.06M 0.11% +160 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: restricted; 2024Q4: 2,489 shares; 2025Q1: 2,712 shares; 2025Q2: 2,619 shares; 2025Q3: 2,559 shares; 2025Q4: 2,622 shares 2,622 $1.04M 0.11% +63 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: restricted; 2024Q4: 3,999 shares; 2025Q1: 5,999 shares; 2025Q2: 3,757 shares; 2025Q3: 1,696 shares; 2025Q4: 1,637 shares 1,637 $1.03M 0.11% -59 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: restricted; 2024Q4: 3,687 shares; 2025Q1: 4,577 shares; 2025Q2: 17,219 shares; 2025Q3: 20,299 shares; 2025Q4: 12,464 shares 12,464 $1.02M 0.11% -7,835 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: restricted; 2024Q4: 50,298 shares; 2025Q1: 6,474 shares; 2025Q2: 3,509 shares; 2025Q3: 3,111 shares; 2025Q4: 11,653 shares 11,653 $1.02M 0.11% +8,542 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: restricted; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 898 shares; 2025Q3: 1,073 shares; 2025Q4: 948 shares 948 $1.01M 0.11% -125 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: restricted; 2024Q4: not reported; 2025Q1: 2,723 shares; 2025Q2: 8,377 shares; 2025Q3: 11,127 shares; 2025Q4: 10,566 shares 10,566 $1.01M 0.11% -561 Timeline ILCG 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: restricted; 2024Q4: 9,645 shares; 2025Q1: 9,645 shares; 2025Q2: 9,645 shares; 2025Q3: 9,645 shares; 2025Q4: 9,646 shares 9,646 $1M 0.11% +1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,454 shares; 2025Q1: 13,732 shares; 2025Q2: 12,491 shares; 2025Q3: 12,241 shares; 2025Q4: 11,897 shares 11,897 $996K 0.11% -344 Timeline JQUA 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: restricted; 2024Q4: 12,688 shares; 2025Q1: 13,794 shares; 2025Q2: 14,467 shares; 2025Q3: 15,430 shares; 2025Q4: 15,742 shares 15,742 $995K 0.11% +312 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,520 shares; 2025Q1: 28,292 shares; 2025Q2: 27,769 shares; 2025Q3: 24,771 shares; 2025Q4: 23,745 shares 23,745 $981K 0.1% -1,026 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: restricted; 2024Q4: 5,230 shares; 2025Q1: 5,425 shares; 2025Q2: 5,058 shares; 2025Q3: 4,707 shares; 2025Q4: 4,928 shares 4,928 $961K 0.1% +221 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,710 shares; 2025Q1: 11,981 shares; 2025Q2: 11,059 shares; 2025Q3: 10,972 shares; 2025Q4: 10,746 shares 10,746 $949K 0.1% -226 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: restricted; 2024Q4: 11,967 shares; 2025Q1: 13,330 shares; 2025Q2: 12,618 shares; 2025Q3: 12,473 shares; 2025Q4: 11,649 shares 11,649 $947K 0.1% -824 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,655 shares; 2025Q1: 86,150 shares; 2025Q2: 78,311 shares; 2025Q3: 86,934 shares; 2025Q4: 87,679 shares 87,679 $940K 0.1% +745 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,610 shares; 2025Q1: 69,623 shares; 2025Q2: 69,866 shares; 2025Q3: 75,423 shares; 2025Q4: 82,217 shares 82,217 $939K 0.1% +6,794 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: restricted; 2024Q4: 1,928 shares; 2025Q1: 1,925 shares; 2025Q2: 1,791 shares; 2025Q3: 1,883 shares; 2025Q4: 1,917 shares 1,917 $927K 0.1% +34 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: restricted; 2024Q4: 559,433 shares; 2025Q1: 99,161 shares; 2025Q2: 35,416 shares; 2025Q3: 24,343 shares; 2025Q4: 15,402 shares 15,402 $927K 0.1% -8,941 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: restricted; 2024Q4: 1,059 shares; 2025Q1: 1,249 shares; 2025Q2: 1,332 shares; 2025Q3: 1,310 shares; 2025Q4: 1,613 shares 1,613 $914K 0.1% +303 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: restricted; 2024Q4: 5,075 shares; 2025Q1: 8,434 shares; 2025Q2: 4,624 shares; 2025Q3: 4,577 shares; 2025Q4: 4,294 shares 4,294 $911K 0.1% -283 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: restricted; 2024Q4: 8,248 shares; 2025Q1: 10,500 shares; 2025Q2: 10,277 shares; 2025Q3: 9,406 shares; 2025Q4: 9,635 shares 9,635 $902K 0.1% +229 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,510 shares; 2025Q3: 6,938 shares; 2025Q4: 6,965 shares 6,965 $889K 0.09% +27 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,268 shares; 2025Q1: 16,537 shares; 2025Q2: 15,733 shares; 2025Q3: 14,051 shares; 2025Q4: 14,166 shares 14,166 $885K 0.09% +115 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: restricted; 2024Q4: 13,379 shares; 2025Q1: 15,617 shares; 2025Q2: 19,320 shares; 2025Q3: 17,860 shares; 2025Q4: 17,346 shares 17,346 $881K 0.09% -514 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: restricted; 2024Q4: 7,650 shares; 2025Q1: 8,354 shares; 2025Q2: 7,317 shares; 2025Q3: 10,331 shares; 2025Q4: 10,061 shares 10,061 $881K 0.09% -270 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: restricted; 2024Q4: 8,751 shares; 2025Q1: 9,562 shares; 2025Q2: 9,765 shares; 2025Q3: 9,304 shares; 2025Q4: 9,076 shares 9,076 $872K 0.09% -228 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,613 shares; 2025Q1: 7,279 shares; 2025Q2: 7,157 shares; 2025Q3: 9,986 shares; 2025Q4: 9,892 shares 9,892 $864K 0.09% -94 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: restricted; 2024Q4: 561,344 shares; 2025Q1: 593,002 shares; 2025Q2: 632,513 shares; 2025Q3: 32,210 shares; 2025Q4: 31,457 shares 31,457 $863K 0.09% -753 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: restricted; 2024Q4: 6,676 shares; 2025Q1: 7,243 shares; 2025Q2: 7,466 shares; 2025Q3: 7,236 shares; 2025Q4: 7,192 shares 7,192 $861K 0.09% -44 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,476 shares; 2025Q1: 6,974 shares; 2025Q2: 10,186 shares; 2025Q3: 8,433 shares; 2025Q4: 8,130 shares 8,130 $854K 0.09% -303 Timeline PRF 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: restricted; 2024Q4: 28,553 shares; 2025Q1: 25,088 shares; 2025Q2: 22,882 shares; 2025Q3: 21,003 shares; 2025Q4: 18,175 shares 18,175 $853K 0.09% -2,828 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: restricted; 2024Q4: 3,134 shares; 2025Q1: 3,127 shares; 2025Q2: 1,712 shares; 2025Q3: 1,755 shares; 2025Q4: 1,736 shares 1,736 $847K 0.09% -19 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: restricted; 2024Q4: 23,508 shares; 2025Q1: 25,765 shares; 2025Q2: 23,309 shares; 2025Q3: 21,678 shares; 2025Q4: 22,924 shares 22,924 $846K 0.09% +1,246 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,277 shares; 2025Q1: 5,447 shares; 2025Q2: 5,297 shares; 2025Q3: 6,169 shares; 2025Q4: 5,743 shares 5,743 $831K 0.09% -426 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: restricted; 2024Q4: 4,546 shares; 2025Q1: 3,912 shares; 2025Q2: 3,709 shares; 2025Q3: 3,546 shares; 2025Q4: 3,627 shares 3,627 $826K 0.09% +81 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,602 shares; 2025Q2: 4,894 shares; 2025Q3: 4,468 shares; 2025Q4: 2,980 shares 2,980 $821K 0.09% -1,488 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,052 shares; 2025Q1: 11,456 shares; 2025Q2: 12,248 shares; 2025Q3: 11,580 shares; 2025Q4: 10,277 shares 10,277 $810K 0.09% -1,303 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: restricted; 2024Q4: 6,600 shares; 2025Q1: 7,048 shares; 2025Q2: 5,944 shares; 2025Q3: 6,144 shares; 2025Q4: 6,683 shares 6,683 $803K 0.09% +539 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: restricted; 2024Q4: 3,838 shares; 2025Q1: 2,954 shares; 2025Q2: 3,235 shares; 2025Q3: 2,907 shares; 2025Q4: 3,123 shares 3,123 $803K 0.09% +216 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,947 shares; 2025Q1: 7,353 shares; 2025Q2: 4,979 shares; 2025Q3: 4,994 shares; 2025Q4: 5,021 shares 5,021 $800K 0.09% +27 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,316 shares; 2025Q1: 4,881 shares; 2025Q2: 4,362 shares; 2025Q3: 4,499 shares; 2025Q4: 4,087 shares 4,087 $793K 0.08% -412 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: restricted; 2024Q4: 1,564 shares; 2025Q1: 2,100 shares; 2025Q2: 2,669 shares; 2025Q3: 4,174 shares; 2025Q4: 4,227 shares 4,227 $779K 0.08% +53 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,620 shares; 2025Q1: 6,573 shares; 2025Q2: 5,095 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares 4,485 $775K 0.08% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 533 shares; 2025Q1: 758 shares; 2025Q2: 1,127 shares; 2025Q3: 1,040 shares; 2025Q4: 993 shares 993 $766K 0.08% -47 Timeline URA 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: restricted; 2024Q4: 17,981 shares; 2025Q1: 17,639 shares; 2025Q2: 17,939 shares; 2025Q3: 18,027 shares; 2025Q4: 17,906 shares 17,906 $765K 0.08% -121 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,905 shares; 2025Q1: 11,824 shares; 2025Q2: 12,005 shares; 2025Q3: 11,788 shares; 2025Q4: 11,709 shares 11,709 $754K 0.08% -79 Timeline JADE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,891 shares 11,891 $748K 0.08% new 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: restricted; 2024Q4: 13,359 shares; 2025Q1: 13,036 shares; 2025Q2: 11,700 shares; 2025Q3: 10,781 shares; 2025Q4: 9,340 shares 9,340 $745K 0.08% -1,441 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,691 shares; 2025Q1: 6,605 shares; 2025Q2: 6,697 shares; 2025Q3: 6,073 shares; 2025Q4: 6,314 shares 6,314 $740K 0.08% +241 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: restricted; 2024Q4: 832 shares; 2025Q1: 895 shares; 2025Q2: 878 shares; 2025Q3: 817 shares; 2025Q4: 836 shares 836 $735K 0.08% +19 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: restricted; 2024Q4: 4,680 shares; 2025Q1: 5,420 shares; 2025Q2: 5,604 shares; 2025Q3: 7,169 shares; 2025Q4: 5,864 shares 5,864 $735K 0.08% -1,305 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: restricted; 2024Q4: not reported; 2025Q1: 4,512 shares; 2025Q2: 3,288 shares; 2025Q3: 4,947 shares; 2025Q4: 4,263 shares 4,263 $730K 0.08% -684 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,801 shares; 2025Q2: 9,001 shares; 2025Q3: 11,584 shares; 2025Q4: 14,188 shares 14,188 $727K 0.08% +2,604 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,513 shares 4,513 $724K 0.08% new 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: restricted; 2024Q4: 883 shares; 2025Q1: 1,159 shares; 2025Q2: 2,205 shares; 2025Q3: 2,090 shares; 2025Q4: 1,987 shares 1,987 $698K 0.07% -103 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,522 shares; 2025Q2: 2,984 shares; 2025Q3: 1,672 shares; 2025Q4: 1,476 shares 1,476 $693K 0.07% -196 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: restricted; 2024Q4: 14,152 shares; 2025Q1: 15,852 shares; 2025Q2: 13,031 shares; 2025Q3: 11,888 shares; 2025Q4: 12,803 shares 12,803 $691K 0.07% +915 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: restricted; 2024Q4: 6,157 shares; 2025Q1: 6,352 shares; 2025Q2: 4,638 shares; 2025Q3: 5,891 shares; 2025Q4: 6,540 shares 6,540 $688K 0.07% +649 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: restricted; 2024Q4: 752 shares; 2025Q1: 794 shares; 2025Q2: 807 shares; 2025Q3: 824 shares; 2025Q4: 847 shares 847 $686K 0.07% +23 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: restricted; 2024Q4: 5,411 shares; 2025Q1: 5,411 shares; 2025Q2: 4,833 shares; 2025Q3: 4,833 shares; 2025Q4: 4,833 shares 4,833 $682K 0.07% 0 Timeline CDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,024 shares 30,024 $669K 0.07% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 987 shares 987 $665K 0.07% +157 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: restricted; 2024Q4: 22,223 shares; 2025Q1: 24,516 shares; 2025Q2: 26,903 shares; 2025Q3: 31,278 shares; 2025Q4: 26,770 shares 26,770 $665K 0.07% -4,508 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,250 shares; 2025Q1: 5,401 shares; 2025Q2: 5,451 shares; 2025Q3: 6,850 shares; 2025Q4: 7,376 shares 7,376 $664K 0.07% +526 Timeline FPE 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: restricted; 2024Q4: 45,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,730 shares; 2025Q4: 36,229 shares 36,229 $660K 0.07% +499 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: restricted; 2024Q4: 5,615 shares; 2025Q1: 7,897 shares; 2025Q2: 6,624 shares; 2025Q3: 6,417 shares; 2025Q4: 7,031 shares 7,031 $655K 0.07% +614 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 998 shares 998 $652K 0.07% +20 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,901 shares; 2025Q1: 12,174 shares; 2025Q2: 6,973 shares; 2025Q3: 7,770 shares; 2025Q4: 10,999 shares 10,999 $652K 0.07% +3,229 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: restricted; 2024Q4: 2,074 shares; 2025Q1: 1,938 shares; 2025Q2: 1,864 shares; 2025Q3: 2,264 shares; 2025Q4: 1,830 shares 1,830 $646K 0.07% -434 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,210 shares; 2025Q1: 2,773 shares; 2025Q2: 2,573 shares; 2025Q3: 2,383 shares; 2025Q4: 2,286 shares 2,286 $629K 0.07% -97 Timeline JGRO 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: restricted; 2024Q4: not reported; 2025Q1: 4,349 shares; 2025Q2: 4,297 shares; 2025Q3: 5,866 shares; 2025Q4: 6,745 shares 6,745 $626K 0.07% +879 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,929 shares; 2025Q1: 16,444 shares; 2025Q2: 15,643 shares; 2025Q3: 14,805 shares; 2025Q4: 14,339 shares 14,339 $625K 0.07% -466 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: restricted; 2024Q4: 2,010 shares; 2025Q1: 2,268 shares; 2025Q2: 1,420 shares; 2025Q3: 1,556 shares; 2025Q4: 2,034 shares 2,034 $622K 0.07% +478 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: restricted; 2024Q4: 3,587 shares; 2025Q1: 4,013 shares; 2025Q2: 4,080 shares; 2025Q3: 3,873 shares; 2025Q4: 3,815 shares 3,815 $621K 0.07% -58 Timeline WTMF 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: restricted; 2024Q4: 16,700 shares; 2025Q1: 18,922 shares; 2025Q2: 15,579 shares; 2025Q3: 15,965 shares; 2025Q4: 16,273 shares 16,273 $619K 0.07% +308 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: restricted; 2024Q4: 3,530 shares; 2025Q1: 3,418 shares; 2025Q2: 2,874 shares; 2025Q3: 1,934 shares; 2025Q4: 1,979 shares 1,979 $619K 0.07% +45 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,511 shares 2,511 $618K 0.07% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,119 shares; 2025Q1: 25,247 shares; 2025Q2: 18,612 shares; 2025Q3: 11,465 shares; 2025Q4: 10,456 shares 10,456 $610K 0.06% -1,009 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,391 shares; 2025Q1: 15,791 shares; 2025Q2: 14,173 shares; 2025Q3: 13,769 shares; 2025Q4: 14,081 shares 14,081 $610K 0.06% +312 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,280 shares; 2025Q1: 8,432 shares; 2025Q2: 8,195 shares; 2025Q3: 8,076 shares; 2025Q4: 9,032 shares 9,032 $607K 0.06% +956 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: restricted; 2024Q4: 13,954 shares; 2025Q1: 17,046 shares; 2025Q2: 6,701 shares; 2025Q3: 6,367 shares; 2025Q4: 6,334 shares 6,334 $603K 0.06% -33 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: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,818 shares; 2025Q2: 1,167 shares; 2025Q3: 1,943 shares; 2025Q4: 2,231 shares 2,231 $599K 0.06% +288 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,261 shares; 2025Q1: 3,568 shares; 2025Q2: 4,271 shares; 2025Q3: 4,082 shares; 2025Q4: 4,306 shares 4,306 $594K 0.06% +224 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: restricted; 2024Q4: 1,651 shares; 2025Q1: 1,786 shares; 2025Q2: 1,288 shares; 2025Q3: 521 shares; 2025Q4: 485 shares 485 $590K 0.06% -36 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,972 shares; 2025Q1: 6,104 shares; 2025Q2: 5,868 shares; 2025Q3: 5,569 shares; 2025Q4: 5,357 shares 5,357 $590K 0.06% -212 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,256 shares; 2025Q1: 5,354 shares; 2025Q2: 4,829 shares; 2025Q3: 4,566 shares; 2025Q4: 4,465 shares 4,465 $584K 0.06% -101 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,614 shares; 2025Q1: 17,637 shares; 2025Q2: 17,565 shares; 2025Q3: 16,703 shares; 2025Q4: 16,647 shares 16,647 $583K 0.06% -56 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: restricted; 2024Q4: not reported; 2025Q1: 2,342 shares; 2025Q2: 2,603 shares; 2025Q3: 4,120 shares; 2025Q4: 4,727 shares 4,727 $580K 0.06% +607 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,315 shares; 2025Q1: 40,347 shares; 2025Q2: 36,882 shares; 2025Q3: 36,376 shares; 2025Q4: 17,290 shares 17,290 $579K 0.06% -19,086 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: restricted; 2024Q4: 13,820 shares; 2025Q1: 12,783 shares; 2025Q2: 6,385 shares; 2025Q3: 5,973 shares; 2025Q4: 5,070 shares 5,070 $578K 0.06% -903 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: restricted; 2024Q4: 3,639 shares; 2025Q1: 3,976 shares; 2025Q2: 4,953 shares; 2025Q3: 7,032 shares; 2025Q4: 6,570 shares 6,570 $573K 0.06% -462 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: restricted; 2024Q4: 298 shares; 2025Q1: 299 shares; 2025Q2: 209 shares; 2025Q3: 119 shares; 2025Q4: 106 shares 106 $568K 0.06% -13 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,548 shares; 2025Q1: 12,715 shares; 2025Q2: 12,894 shares; 2025Q3: 20,170 shares; 2025Q4: 20,507 shares 20,507 $566K 0.06% +337 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,908 shares; 2025Q4: 14,371 shares 14,371 $557K 0.06% +2,463 Timeline SPVM 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: restricted; 2024Q4: 49,427 shares; 2025Q1: 47,960 shares; 2025Q2: 47,500 shares; 2025Q3: 9,613 shares; 2025Q4: 8,171 shares 8,171 $554K 0.06% -1,442 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: restricted; 2024Q4: 1,165 shares; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,260 shares; 2025Q4: 1,282 shares 1,282 $541K 0.06% +22 Timeline COWG 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: restricted; 2024Q4: not reported; 2025Q1: 15,515 shares; 2025Q2: 15,508 shares; 2025Q3: 15,415 shares; 2025Q4: 15,321 shares 15,321 $539K 0.06% -94 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,595 shares; 2025Q1: 13,306 shares; 2025Q2: 12,144 shares; 2025Q3: 14,718 shares; 2025Q4: 14,937 shares 14,937 $538K 0.06% +219 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: restricted; 2024Q4: 4,078 shares; 2025Q1: 4,115 shares; 2025Q2: 3,467 shares; 2025Q3: 3,448 shares; 2025Q4: 3,722 shares 3,722 $534K 0.06% +274 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: restricted; 2024Q4: 11,749 shares; 2025Q1: 12,208 shares; 2025Q2: 12,252 shares; 2025Q3: 14,723 shares; 2025Q4: 15,289 shares 15,289 $531K 0.06% +566 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: restricted; 2024Q4: 13,332 shares; 2025Q1: 15,670 shares; 2025Q2: 15,984 shares; 2025Q3: 12,834 shares; 2025Q4: 10,928 shares 10,928 $530K 0.06% -1,906 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,310 shares; 2025Q4: 3,242 shares 3,242 $522K 0.06% -68 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: restricted; 2024Q4: 1,022 shares; 2025Q1: 1,086 shares; 2025Q2: 1,000 shares; 2025Q3: 1,073 shares; 2025Q4: 1,119 shares 1,119 $521K 0.06% +46 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,366 shares; 2025Q1: 5,784 shares; 2025Q2: 8,771 shares; 2025Q3: 8,411 shares; 2025Q4: 8,047 shares 8,047 $503K 0.05% -364 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,914 shares; 2025Q1: 40,355 shares; 2025Q2: 40,955 shares; 2025Q3: 40,813 shares; 2025Q4: 42,152 shares 42,152 $498K 0.05% +1,339 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 4,355 shares 4,355 $493K 0.05% +1,180 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,476 shares; 2025Q3: 2,260 shares; 2025Q4: 2,365 shares 2,365 $485K 0.05% +105 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,876 shares; 2025Q1: 6,172 shares; 2025Q2: 6,112 shares; 2025Q3: 5,639 shares; 2025Q4: 5,379 shares 5,379 $484K 0.05% -260 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: restricted; 2024Q4: 2,448 shares; 2025Q1: 2,648 shares; 2025Q2: 3,047 shares; 2025Q3: 2,431 shares; 2025Q4: 3,133 shares 3,133 $481K 0.05% +702 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: restricted; 2024Q4: 1,511 shares; 2025Q1: 1,656 shares; 2025Q2: 1,456 shares; 2025Q3: 1,890 shares; 2025Q4: 1,987 shares 1,987 $479K 0.05% +97 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,673 shares; 2025Q1: 1,741 shares; 2025Q2: 1,604 shares; 2025Q3: 1,607 shares; 2025Q4: 778 shares 778 $476K 0.05% -829 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: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,402 shares; 2025Q2: 1,233 shares; 2025Q3: 1,775 shares; 2025Q4: 1,661 shares 1,661 $463K 0.05% -114 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: restricted; 2024Q4: 3,046 shares; 2025Q1: 2,286 shares; 2025Q2: 1,867 shares; 2025Q3: 1,737 shares; 2025Q4: 2,124 shares 2,124 $461K 0.05% +387 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,682 shares; 2025Q1: 3,469 shares; 2025Q2: 3,403 shares; 2025Q3: 3,406 shares; 2025Q4: 3,257 shares 3,257 $459K 0.05% -149 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: restricted; 2024Q4: 5,372 shares; 2025Q1: 5,438 shares; 2025Q2: 1,840 shares; 2025Q3: 2,236 shares; 2025Q4: 1,462 shares 1,462 $454K 0.05% -774 Timeline AGGH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,805 shares 21,805 $451K 0.05% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,808 shares; 2025Q1: 52,808 shares; 2025Q2: 50,895 shares; 2025Q3: 49,197 shares; 2025Q4: 46,332 shares 46,332 $448K 0.05% -2,865 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: restricted; 2024Q4: 1,752 shares; 2025Q1: 1,934 shares; 2025Q2: 1,403 shares; 2025Q3: 1,744 shares; 2025Q4: 2,345 shares 2,345 $448K 0.05% +601 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,417 shares; 2025Q1: 21,396 shares; 2025Q2: 19,481 shares; 2025Q3: 17,947 shares; 2025Q4: 15,787 shares 15,787 $446K 0.05% -2,160 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: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 788 shares; 2025Q4: 842 shares 842 $440K 0.05% +54 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,871 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 13,892 shares; 2025Q4: 13,892 shares 13,892 $432K 0.05% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,686 shares; 2025Q1: 6,727 shares; 2025Q2: 6,781 shares; 2025Q3: 6,823 shares; 2025Q4: 6,870 shares 6,870 $426K 0.05% +47 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: restricted; 2024Q4: 1,667 shares; 2025Q1: 1,935 shares; 2025Q2: 2,069 shares; 2025Q3: 1,976 shares; 2025Q4: 1,683 shares 1,683 $421K 0.04% -293 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: restricted; 2024Q4: 2,329 shares; 2025Q1: 2,586 shares; 2025Q2: 3,135 shares; 2025Q3: 3,002 shares; 2025Q4: 3,039 shares 3,039 $419K 0.04% +37 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 2,614 shares 2,614 $418K 0.04% -218 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,415 shares; 2025Q1: 7,150 shares; 2025Q2: 6,928 shares; 2025Q3: 6,119 shares; 2025Q4: 5,267 shares 5,267 $417K 0.04% -852 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,667 shares; 2025Q1: 8,088 shares; 2025Q2: 7,323 shares; 2025Q3: 6,954 shares; 2025Q4: 6,978 shares 6,978 $415K 0.04% +24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 977 shares; 2025Q4: 948 shares 948 $400K 0.04% -29 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,289 shares 12,289 $399K 0.04% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,466 shares; 2025Q1: not reported; 2025Q2: 4,769 shares; 2025Q3: 4,657 shares; 2025Q4: 4,653 shares 4,653 $397K 0.04% -4 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $392K 0.04% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 3,470 shares 3,470 $390K 0.04% +1,399 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: restricted; 2024Q4: 16,406 shares; 2025Q1: 16,775 shares; 2025Q2: 14,155 shares; 2025Q3: 13,987 shares; 2025Q4: 14,847 shares 14,847 $389K 0.04% +860 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: restricted; 2024Q4: 2,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,606 shares; 2025Q4: 3,615 shares 3,615 $387K 0.04% +9 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: restricted; 2024Q4: not reported; 2025Q1: 5,536 shares; 2025Q2: 9,301 shares; 2025Q3: 8,712 shares; 2025Q4: 9,289 shares 9,289 $378K 0.04% +577 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: restricted; 2024Q4: 2,118 shares; 2025Q1: 2,270 shares; 2025Q2: 2,099 shares; 2025Q3: 2,300 shares; 2025Q4: 2,351 shares 2,351 $378K 0.04% +51 Timeline PFFA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,110 shares 17,110 $369K 0.04% new Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,492 shares; 2025Q1: 11,492 shares; 2025Q2: 11,492 shares; 2025Q3: 11,492 shares; 2025Q4: 11,492 shares 11,492 $366K 0.04% 0 Timeline SCHZ 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: restricted; 2024Q4: 89,418 shares; 2025Q1: 100,278 shares; 2025Q2: 17,818 shares; 2025Q3: 15,018 shares; 2025Q4: 15,588 shares 15,588 $364K 0.04% +570 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,267 shares; 2025Q1: 22,880 shares; 2025Q2: 23,002 shares; 2025Q3: 21,979 shares; 2025Q4: 24,595 shares 24,595 $364K 0.04% +2,616 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,631 shares; 2025Q1: 12,800 shares; 2025Q2: 12,779 shares; 2025Q3: 11,665 shares; 2025Q4: 9,155 shares 9,155 $363K 0.04% -2,510 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 994 shares; 2025Q1: 1,088 shares; 2025Q2: 1,055 shares; 2025Q3: 1,062 shares; 2025Q4: 996 shares 996 $359K 0.04% -66 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: restricted; 2024Q4: 485 shares; 2025Q1: 465 shares; 2025Q2: 463 shares; 2025Q3: 473 shares; 2025Q4: 473 shares 473 $357K 0.04% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,779 shares; 2025Q1: 10,873 shares; 2025Q2: 10,446 shares; 2025Q3: 8,379 shares; 2025Q4: 7,683 shares 7,683 $349K 0.04% -696 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: restricted; 2024Q4: 10,201 shares; 2025Q1: 7,169 shares; 2025Q2: 2,681 shares; 2025Q3: 3,264 shares; 2025Q4: 2,974 shares 2,974 $349K 0.04% -290 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,509 shares; 2025Q1: 33,250 shares; 2025Q2: 32,247 shares; 2025Q3: 31,439 shares; 2025Q4: 5,244 shares 5,244 $343K 0.04% -26,195 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: restricted; 2024Q4: 10,915 shares; 2025Q1: 11,056 shares; 2025Q2: 6,986 shares; 2025Q3: 2,397 shares; 2025Q4: 2,342 shares 2,342 $343K 0.04% -55 Timeline PTF 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: restricted; 2024Q4: 4,405 shares; 2025Q1: 4,661 shares; 2025Q2: 4,786 shares; 2025Q3: 4,806 shares; 2025Q4: 4,436 shares 4,436 $339K 0.04% -370 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,478 shares; 2025Q1: 2,459 shares; 2025Q2: 2,634 shares; 2025Q3: 2,542 shares; 2025Q4: 2,464 shares 2,464 $337K 0.04% -78 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: restricted; 2024Q4: 1,496 shares; 2025Q1: 2,026 shares; 2025Q2: 1,631 shares; 2025Q3: 2,196 shares; 2025Q4: 1,923 shares 1,923 $334K 0.04% -273 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,211 shares; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,020 shares; 2025Q4: 983 shares 983 $332K 0.04% -37 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: restricted; 2024Q4: 5,014 shares; 2025Q1: 5,198 shares; 2025Q2: 1,990 shares; 2025Q3: 1,500 shares; 2025Q4: 2,276 shares 2,276 $328K 0.03% +776 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,353 shares; 2025Q4: 1,814 shares 1,814 $327K 0.03% +461 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: restricted; 2024Q4: 1,114 shares; 2025Q1: 1,215 shares; 2025Q2: 1,412 shares; 2025Q3: 1,498 shares; 2025Q4: 1,266 shares 1,266 $326K 0.03% -232 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,509 shares; 2025Q3: 7,579 shares; 2025Q4: 8,323 shares 8,323 $321K 0.03% +744 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: restricted; 2024Q4: 834 shares; 2025Q1: 1,070 shares; 2025Q2: 980 shares; 2025Q3: 1,065 shares; 2025Q4: 742 shares 742 $316K 0.03% -323 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,582 shares; 2025Q1: 3,289 shares; 2025Q2: 3,006 shares; 2025Q3: 3,405 shares; 2025Q4: 3,713 shares 3,713 $314K 0.03% +308 Timeline DFAU 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: restricted; 2024Q4: 15,391 shares; 2025Q1: 11,675 shares; 2025Q2: 11,679 shares; 2025Q3: 11,683 shares; 2025Q4: 6,709 shares 6,709 $314K 0.03% -4,974 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,134 shares; 2025Q1: 11,401 shares; 2025Q2: 10,310 shares; 2025Q3: 9,747 shares; 2025Q4: 9,790 shares 9,790 $314K 0.03% +43 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: restricted; 2024Q4: 15,059 shares; 2025Q1: 11,445 shares; 2025Q2: 10,850 shares; 2025Q3: 960 shares; 2025Q4: 933 shares 933 $313K 0.03% -27 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,833 shares; 2025Q1: 1,805 shares; 2025Q2: 2,199 shares; 2025Q3: 2,255 shares; 2025Q4: 2,273 shares 2,273 $309K 0.03% +18 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: restricted; 2024Q4: 2,262 shares; 2025Q1: 2,759 shares; 2025Q2: 2,222 shares; 2025Q3: 2,367 shares; 2025Q4: 3,068 shares 3,068 $306K 0.03% +701 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: 549 shares; 2025Q4: 598 shares 598 $306K 0.03% +49 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,073 shares 1,073 $304K 0.03% new 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: restricted; 2024Q4: 3,554 shares; 2025Q1: 3,663 shares; 2025Q2: 3,853 shares; 2025Q3: 3,750 shares; 2025Q4: 4,067 shares 4,067 $299K 0.03% +317 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: restricted; 2024Q4: 14,527 shares; 2025Q1: 20,496 shares; 2025Q2: 6,213 shares; 2025Q3: 6,057 shares; 2025Q4: 5,641 shares 5,641 $298K 0.03% -416 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: restricted; 2024Q4: not reported; 2025Q1: 12,402 shares; 2025Q2: 12,508 shares; 2025Q3: 12,614 shares; 2025Q4: 12,752 shares 12,752 $292K 0.03% +138 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: restricted; 2024Q4: 2,583 shares; 2025Q1: 2,921 shares; 2025Q2: 936 shares; 2025Q3: 947 shares; 2025Q4: 1,257 shares 1,257 $291K 0.03% +310 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,663 shares; 2025Q1: 1,781 shares; 2025Q2: 1,873 shares; 2025Q3: 1,437 shares; 2025Q4: 1,419 shares 1,419 $288K 0.03% -18 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: restricted; 2024Q4: 4,194 shares; 2025Q1: 4,752 shares; 2025Q2: 4,211 shares; 2025Q3: 5,926 shares; 2025Q4: 4,504 shares 4,504 $287K 0.03% -1,422 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: restricted; 2024Q4: 1,775 shares; 2025Q1: 1,732 shares; 2025Q2: 1,917 shares; 2025Q3: 1,900 shares; 2025Q4: 1,997 shares 1,997 $287K 0.03% +97 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,295 shares; 2025Q1: 9,081 shares; 2025Q2: 10,015 shares; 2025Q3: 11,452 shares; 2025Q4: 10,837 shares 10,837 $285K 0.03% -615 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,252 shares; 2025Q1: 6,318 shares; 2025Q2: 6,284 shares; 2025Q3: 6,354 shares; 2025Q4: 6,421 shares 6,421 $285K 0.03% +67 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,799 shares; 2025Q1: 2,951 shares; 2025Q2: 2,977 shares; 2025Q3: 2,787 shares; 2025Q4: 2,860 shares 2,860 $284K 0.03% +73 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,639 shares 1,639 $282K 0.03% new Timeline DHS 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: restricted; 2024Q4: 7,280 shares; 2025Q1: 3,717 shares; 2025Q2: 3,082 shares; 2025Q3: 2,798 shares; 2025Q4: 2,770 shares 2,770 $282K 0.03% -28 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,731 shares; 2025Q1: 6,786 shares; 2025Q2: 3,216 shares; 2025Q3: 3,226 shares; 2025Q4: 6,249 shares 6,249 $279K 0.03% +3,023 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,598 shares 18,598 $279K 0.03% new Timeline EMLC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,739 shares 10,739 $277K 0.03% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,290 shares; 2025Q1: 8,324 shares; 2025Q2: 5,187 shares; 2025Q3: 5,177 shares; 2025Q4: 5,132 shares 5,132 $276K 0.03% -45 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: restricted; 2024Q4: 6,063 shares; 2025Q1: 4,879 shares; 2025Q2: 4,710 shares; 2025Q3: 4,439 shares; 2025Q4: 4,314 shares 4,314 $275K 0.03% -125 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 154 shares; 2025Q2: 150 shares; 2025Q3: 131 shares; 2025Q4: 128 shares 128 $275K 0.03% -3 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: restricted; 2024Q4: 16,598 shares; 2025Q1: 18,314 shares; 2025Q2: 13,405 shares; 2025Q3: 11,336 shares; 2025Q4: 10,993 shares 10,993 $274K 0.03% -343 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,246 shares; 2025Q3: 10,337 shares; 2025Q4: 10,176 shares 10,176 $272K 0.03% -161 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: restricted; 2024Q4: 896 shares; 2025Q1: 870 shares; 2025Q2: 860 shares; 2025Q3: 863 shares; 2025Q4: 863 shares 863 $272K 0.03% 0 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: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,217 shares; 2025Q2: 1,091 shares; 2025Q3: 922 shares; 2025Q4: 922 shares 922 $267K 0.03% 0 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: restricted; 2024Q4: 6,783 shares; 2025Q1: 5,572 shares; 2025Q2: 1,814 shares; 2025Q3: 1,793 shares; 2025Q4: 1,769 shares 1,769 $264K 0.03% -24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,743 shares; 2025Q3: 2,743 shares; 2025Q4: 2,743 shares 2,743 $263K 0.03% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 904 shares 904 $261K 0.03% -47 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: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,553 shares; 2025Q2: 1,571 shares; 2025Q3: 1,352 shares; 2025Q4: 1,356 shares 1,356 $260K 0.03% +4 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 667 shares 667 $260K 0.03% +12 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: restricted; 2024Q4: 1,235 shares; 2025Q1: 1,506 shares; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 948 shares 948 $257K 0.03% -533 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,119 shares 1,119 $256K 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 1,204 shares; 2025Q3: 1,104 shares; 2025Q4: 1,199 shares 1,199 $254K 0.03% +95 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: restricted; 2024Q4: 10,299 shares; 2025Q1: 10,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,979 shares 6,979 $253K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,361 shares 1,361 $253K 0.03% +107 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,408 shares; 2025Q4: 7,882 shares 7,882 $241K 0.03% -1,526 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: restricted; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 903 shares; 2025Q4: 1,063 shares 1,063 $240K 0.03% +160 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,002 shares; 2025Q2: 1,057 shares; 2025Q3: 1,115 shares; 2025Q4: 1,153 shares 1,153 $240K 0.03% +38 Timeline JETS 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: restricted; 2024Q4: 11,907 shares; 2025Q1: 11,673 shares; 2025Q2: 9,673 shares; 2025Q3: 9,673 shares; 2025Q4: 8,542 shares 8,542 $240K 0.03% -1,131 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,050 shares 3,050 $239K 0.03% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,533 shares; 2025Q1: 5,737 shares; 2025Q2: 5,667 shares; 2025Q3: 5,616 shares; 2025Q4: 5,677 shares 5,677 $237K 0.03% +61 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,343 shares; 2025Q1: 2,344 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares 2,343 $235K 0.03% 0 Timeline DTD 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: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares 2,767 $235K 0.02% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,362 shares; 2025Q2: 3,191 shares; 2025Q3: 3,057 shares; 2025Q4: 2,930 shares 2,930 $235K 0.02% -127 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,213 shares; 2025Q4: 2,940 shares 2,940 $235K 0.02% -273 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: restricted; 2024Q4: not reported; 2025Q1: 2,126 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,783 shares 2,783 $234K 0.02% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 413 shares; 2025Q4: 421 shares 421 $232K 0.02% +8 Timeline IBTH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,325 shares 10,325 $232K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares 1,353 $231K 0.02% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: 580 shares 580 $231K 0.02% -17 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: restricted; 2024Q4: 4,199 shares; 2025Q1: 2,756 shares; 2025Q2: 2,543 shares; 2025Q3: 2,279 shares; 2025Q4: 2,213 shares 2,213 $230K 0.02% -66 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,771 shares; 2025Q1: 6,004 shares; 2025Q2: 3,912 shares; 2025Q3: 1,092 shares; 2025Q4: 1,113 shares 1,113 $228K 0.02% +21 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 1,718 shares 1,718 $228K 0.02% -73 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: restricted; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 1,904 shares; 2025Q3: 1,754 shares; 2025Q4: 1,758 shares 1,758 $227K 0.02% +4 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares 3,515 $226K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,952 shares; 2025Q1: 3,042 shares; 2025Q2: 3,155 shares; 2025Q3: 3,205 shares; 2025Q4: 2,728 shares 2,728 $226K 0.02% -477 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,429 shares; 2025Q1: 4,544 shares; 2025Q2: 3,121 shares; 2025Q3: 1,397 shares; 2025Q4: 1,164 shares 1,164 $226K 0.02% -233 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: not reported; 2025Q4: 2,328 shares 2,328 $226K 0.02% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 1,037 shares 1,037 $225K 0.02% -28 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: restricted; 2024Q4: 11,255 shares; 2025Q1: 12,581 shares; 2025Q2: 11,604 shares; 2025Q3: 16,575 shares; 2025Q4: 17,103 shares 17,103 $224K 0.02% +528 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,508 shares; 2025Q1: 10,347 shares; 2025Q2: 48,252 shares; 2025Q3: 11,909 shares; 2025Q4: 12,020 shares 12,020 $224K 0.02% +111 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: restricted; 2024Q4: 6,724 shares; 2025Q1: 7,351 shares; 2025Q2: 7,305 shares; 2025Q3: 6,985 shares; 2025Q4: 3,680 shares 3,680 $221K 0.02% -3,305 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,239 shares; 2025Q2: 3,329 shares; 2025Q3: 3,171 shares; 2025Q4: 3,259 shares 3,259 $219K 0.02% +88 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,829 shares; 2025Q4: 1,345 shares 1,345 $217K 0.02% -484 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: restricted; 2024Q4: 11,072 shares; 2025Q1: 11,367 shares; 2025Q2: not reported; 2025Q3: 6,618 shares; 2025Q4: 4,252 shares 4,252 $216K 0.02% -2,366 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,976 shares; 2025Q1: 7,976 shares; 2025Q2: 7,976 shares; 2025Q3: 7,976 shares; 2025Q4: 7,976 shares 7,976 $216K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,561 shares; 2025Q1: 3,961 shares; 2025Q2: 3,750 shares; 2025Q3: 3,630 shares; 2025Q4: 4,071 shares 4,071 $215K 0.02% +441 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,935 shares; 2025Q3: 5,146 shares; 2025Q4: 4,952 shares 4,952 $214K 0.02% -194 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares 936 $214K 0.02% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,206 shares; 2025Q1: 1,248 shares; 2025Q2: 1,201 shares; 2025Q3: 1,145 shares; 2025Q4: 1,054 shares 1,054 $212K 0.02% -91 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,554 shares 1,554 $212K 0.02% -53 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $209K 0.02% new Timeline IAGG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,178 shares 4,178 $209K 0.02% new Timeline SPMO 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: restricted; 2024Q4: 6,563 shares; 2025Q1: 8,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,748 shares 1,748 $209K 0.02% new 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: restricted; 2024Q4: 2,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,299 shares; 2025Q4: 2,280 shares 2,280 $208K 0.02% -19 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,373 shares 2,373 $205K 0.02% new Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,480 shares; 2025Q3: 3,865 shares; 2025Q4: 3,865 shares 3,865 $205K 0.02% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,125 shares; 2025Q1: 1,232 shares; 2025Q2: 1,260 shares; 2025Q3: 1,105 shares; 2025Q4: 978 shares 978 $204K 0.02% -127 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 845 shares; 2025Q4: 774 shares 774 $203K 0.02% -71 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,916 shares; 2025Q4: 8,655 shares 8,655 $202K 0.02% -261 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,581 shares; 2025Q1: 11,378 shares; 2025Q2: 11,983 shares; 2025Q3: 12,050 shares; 2025Q4: 12,849 shares 12,849 $157K 0.02% +799 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,707 shares; 2025Q1: 16,781 shares; 2025Q2: 16,831 shares; 2025Q3: 16,551 shares; 2025Q4: 16,601 shares 16,601 $143K 0.02% +50 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: restricted; 2024Q4: 22,448 shares; 2025Q1: 24,009 shares; 2025Q2: 24,082 shares; 2025Q3: 20,270 shares; 2025Q4: 23,806 shares 23,806 $126K 0.01% +3,536 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,543 shares; 2025Q1: 10,900 shares; 2025Q2: 10,531 shares; 2025Q3: 10,538 shares; 2025Q4: 10,546 shares 10,546 $66.4K 0.01% +8 Timeline TRON TRON INC More: the full row for TRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $24.8K <0.01% 0 Timeline