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: 104,645 shares; 2024Q4: 113,708 shares; 2025Q1: 116,963 shares; 2025Q2: 120,505 shares; 2025Q3: 120,576 shares; 2025Q4: 122,059 shares 122,059 $40.9M 3.17% +1,483 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: 162,494 shares; 2024Q4: 169,355 shares; 2025Q1: 143,854 shares; 2025Q2: 152,686 shares; 2025Q3: 150,732 shares; 2025Q4: 149,193 shares 149,193 $40.6M 3.14% -1,539 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: 203,699 shares; 2024Q4: 190,130 shares; 2025Q1: 181,163 shares; 2025Q2: 181,581 shares; 2025Q3: 170,549 shares; 2025Q4: 167,435 shares 167,435 $31.2M 2.42% -3,114 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: 105,393 shares; 2024Q4: 105,267 shares; 2025Q1: 100,642 shares; 2025Q2: 104,849 shares; 2025Q3: 103,694 shares; 2025Q4: 98,048 shares 98,048 $30.7M 2.38% -5,646 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: 8,390 shares; 2024Q4: 37,096 shares; 2025Q1: 40,933 shares; 2025Q2: 43,459 shares; 2025Q3: 45,079 shares; 2025Q4: 40,244 shares 40,244 $27.1M 2.1% -4,835 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: 118,433 shares; 2024Q4: 112,800 shares; 2025Q1: 94,624 shares; 2025Q2: 88,178 shares; 2025Q3: 81,980 shares; 2025Q4: 78,047 shares 78,047 $27M 2.09% -3,933 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: 15,209 shares; 2024Q4: 154,010 shares; 2025Q1: 161,140 shares; 2025Q2: 171,090 shares; 2025Q3: 172,005 shares; 2025Q4: 145,177 shares 145,177 $24.9M 1.93% -26,828 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: 18,066 shares; 2024Q4: 19,103 shares; 2025Q1: 20,066 shares; 2025Q2: 21,695 shares; 2025Q3: 22,457 shares; 2025Q4: 21,579 shares 21,579 $23.2M 1.8% -878 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: 100,533 shares; 2024Q4: 99,371 shares; 2025Q1: 94,132 shares; 2025Q2: 97,880 shares; 2025Q3: 97,127 shares; 2025Q4: 99,246 shares 99,246 $22.9M 1.78% +2,119 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: 9,885 shares; 2024Q4: 23,890 shares; 2025Q1: 45,553 shares; 2025Q2: 53,070 shares; 2025Q3: 73,571 shares; 2025Q4: 73,976 shares 73,976 $22.5M 1.74% +405 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,178 shares; 2024Q4: 342,462 shares; 2025Q1: 339,834 shares; 2025Q2: 358,520 shares; 2025Q3: 364,710 shares; 2025Q4: 364,450 shares 364,450 $22M 1.71% -260 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: 55,831 shares; 2024Q4: 56,194 shares; 2025Q1: 26,869 shares; 2025Q2: 46,200 shares; 2025Q3: 45,866 shares; 2025Q4: 45,182 shares 45,182 $21.9M 1.69% -684 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: 8,110 shares; 2024Q4: 16,784 shares; 2025Q1: 20,826 shares; 2025Q2: 23,845 shares; 2025Q3: 23,419 shares; 2025Q4: 23,233 shares 23,233 $20.4M 1.58% -186 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: 24,785 shares; 2024Q4: 24,655 shares; 2025Q1: 23,157 shares; 2025Q2: 24,218 shares; 2025Q3: 23,969 shares; 2025Q4: 29,102 shares 29,102 $19.2M 1.49% +5,133 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,925 shares; 2024Q4: 235,802 shares; 2025Q1: 244,453 shares; 2025Q2: 251,522 shares; 2025Q3: 253,622 shares; 2025Q4: 251,552 shares 251,552 $18.9M 1.46% -2,070 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: 21,198 shares; 2024Q4: 20,724 shares; 2025Q1: 20,495 shares; 2025Q2: 21,807 shares; 2025Q3: 22,075 shares; 2025Q4: 22,149 shares 22,149 $17.9M 1.39% +74 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,047 shares; 2024Q4: 70,961 shares; 2025Q1: 72,572 shares; 2025Q2: 72,287 shares; 2025Q3: 70,656 shares; 2025Q4: 69,845 shares 69,845 $17.5M 1.36% -811 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: 14,684 shares; 2024Q4: 20,330 shares; 2025Q1: 22,769 shares; 2025Q2: 24,616 shares; 2025Q3: 25,724 shares; 2025Q4: 27,618 shares 27,618 $17.3M 1.34% +1,894 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,431 shares; 2024Q4: 73,328 shares; 2025Q1: 72,978 shares; 2025Q2: 72,750 shares; 2025Q3: 72,271 shares; 2025Q4: 71,813 shares 71,813 $15.8M 1.22% -458 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: 18,111 shares; 2024Q4: 17,983 shares; 2025Q1: 17,077 shares; 2025Q2: 16,749 shares; 2025Q3: 15,251 shares; 2025Q4: 17,698 shares 17,698 $15.3M 1.18% +2,447 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,918 shares; 2024Q4: 30,044 shares; 2025Q1: 29,639 shares; 2025Q2: 32,260 shares; 2025Q3: 33,058 shares; 2025Q4: 32,485 shares 32,485 $15.2M 1.18% -573 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: 26,906 shares; 2024Q4: 26,370 shares; 2025Q1: 24,044 shares; 2025Q2: 25,205 shares; 2025Q3: 25,187 shares; 2025Q4: 23,539 shares 23,539 $13.4M 1.04% -1,648 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,419 shares; 2024Q4: 49,287 shares; 2025Q1: 51,430 shares; 2025Q2: 216,342 shares; 2025Q3: 209,139 shares; 2025Q4: 204,055 shares 204,055 $13.1M 1.02% -5,084 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: 100,513 shares; 2024Q4: 96,957 shares; 2025Q1: 92,955 shares; 2025Q2: 93,278 shares; 2025Q3: 91,807 shares; 2025Q4: 83,141 shares 83,141 $12.8M 0.99% -8,666 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,340 shares; 2024Q4: 93,381 shares; 2025Q1: 94,994 shares; 2025Q2: 96,856 shares; 2025Q3: 98,014 shares; 2025Q4: 91,970 shares 91,970 $12.2M 0.94% -6,044 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: 195,936 shares; 2024Q4: 209,842 shares; 2025Q1: 211,351 shares; 2025Q2: 221,377 shares; 2025Q3: 209,953 shares; 2025Q4: 200,712 shares 200,712 $12.1M 0.94% -9,241 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: 34,076 shares; 2024Q4: 37,328 shares; 2025Q1: 37,899 shares; 2025Q2: 38,619 shares; 2025Q3: 39,309 shares; 2025Q4: 41,055 shares 41,055 $11.9M 0.92% +1,746 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 15,055 shares; 2025Q1: 24,508 shares; 2025Q2: 119,075 shares; 2025Q3: 145,050 shares; 2025Q4: 164,138 shares 164,138 $11.4M 0.88% +19,088 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,936 shares; 2024Q4: 35,837 shares; 2025Q1: 36,150 shares; 2025Q2: 36,523 shares; 2025Q3: 35,162 shares; 2025Q4: 34,244 shares 34,244 $10.6M 0.82% -918 Timeline JPEF 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: 92,950 shares; 2024Q4: 134,203 shares; 2025Q1: 136,202 shares; 2025Q2: 137,753 shares; 2025Q3: 140,892 shares; 2025Q4: 140,740 shares 140,740 $10.5M 0.81% -152 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: 49,850 shares; 2024Q4: 55,597 shares; 2025Q1: 65,238 shares; 2025Q2: 82,745 shares; 2025Q3: 179,357 shares; 2025Q4: 239,446 shares 239,446 $10.4M 0.81% +60,089 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: 185,492 shares; 2024Q4: 560,298 shares; 2025Q1: 550,987 shares; 2025Q2: 527,677 shares; 2025Q3: 400,085 shares; 2025Q4: 367,440 shares 367,440 $10.1M 0.78% -32,645 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,150 shares; 2024Q4: 262,400 shares; 2025Q1: 274,400 shares; 2025Q2: 314,900 shares; 2025Q3: 399,845 shares; 2025Q4: 352,460 shares 352,460 $9.58M 0.74% -47,385 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: 12,489 shares; 2024Q4: 13,577 shares; 2025Q1: 13,484 shares; 2025Q2: 13,371 shares; 2025Q3: 13,547 shares; 2025Q4: 13,358 shares 13,358 $9.11M 0.71% -189 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: 30,823 shares; 2024Q4: 31,131 shares; 2025Q1: 31,401 shares; 2025Q2: 29,374 shares; 2025Q3: 31,740 shares; 2025Q4: 32,009 shares 32,009 $9.07M 0.7% +269 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: 19,999 shares; 2024Q4: 20,302 shares; 2025Q1: 19,713 shares; 2025Q2: 19,713 shares; 2025Q3: 19,895 shares; 2025Q4: 20,335 shares 20,335 $9.04M 0.7% +440 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: 2,325 shares; 2024Q4: 3,815 shares; 2025Q1: 23,464 shares; 2025Q2: 29,744 shares; 2025Q3: 30,609 shares; 2025Q4: 26,632 shares 26,632 $8.99M 0.7% -3,977 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: 14,237 shares; 2024Q4: 14,100 shares; 2025Q1: 13,142 shares; 2025Q2: 14,367 shares; 2025Q3: 14,580 shares; 2025Q4: 14,550 shares 14,550 $8.94M 0.69% -30 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,924 shares; 2024Q4: 19,950 shares; 2025Q1: 23,061 shares; 2025Q2: 26,476 shares; 2025Q3: 26,623 shares; 2025Q4: 30,355 shares 30,355 $8.41M 0.65% +3,732 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 6,948 shares; 2025Q1: 2,253 shares; 2025Q2: 573 shares; 2025Q3: 645 shares; 2025Q4: 7,635 shares 7,635 $8.17M 0.63% +6,990 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,137 shares; 2025Q3: 99,564 shares; 2025Q4: 107,822 shares 107,822 $8.12M 0.63% +8,258 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: 26,577 shares; 2024Q4: 28,720 shares; 2025Q1: 29,513 shares; 2025Q2: 29,572 shares; 2025Q3: 29,780 shares; 2025Q4: 31,290 shares 31,290 $8.07M 0.63% +1,510 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,498 shares; 2024Q4: 86,229 shares; 2025Q1: 89,600 shares; 2025Q2: 98,944 shares; 2025Q3: 108,125 shares; 2025Q4: 113,698 shares 113,698 $7.9M 0.61% +5,573 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: 116,756 shares; 2024Q4: 126,055 shares; 2025Q1: 138,895 shares; 2025Q2: 152,868 shares; 2025Q3: 169,183 shares; 2025Q4: 177,267 shares 177,267 $7.88M 0.61% +8,084 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: 23,020 shares; 2024Q4: 22,254 shares; 2025Q1: 20,980 shares; 2025Q2: 20,824 shares; 2025Q3: 22,157 shares; 2025Q4: 37,829 shares 37,829 $7.68M 0.6% +15,672 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,514 shares; 2024Q4: 58,480 shares; 2025Q1: 61,459 shares; 2025Q2: 80,780 shares; 2025Q3: 84,850 shares; 2025Q4: 101,749 shares 101,749 $7.62M 0.59% +16,899 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,150 shares 131,150 $6.97M 0.54% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,946 shares; 2024Q4: 153,664 shares; 2025Q1: 157,816 shares; 2025Q2: 158,751 shares; 2025Q3: 157,351 shares; 2025Q4: 155,698 shares 155,698 $6.9M 0.54% -1,653 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: 23,414 shares; 2024Q4: 23,305 shares; 2025Q1: 21,941 shares; 2025Q2: 21,514 shares; 2025Q3: 19,520 shares; 2025Q4: 19,250 shares 19,250 $6.62M 0.51% -270 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,878 shares; 2024Q4: 25,850 shares; 2025Q1: 27,963 shares; 2025Q2: 26,081 shares; 2025Q3: 32,266 shares; 2025Q4: 31,490 shares 31,490 $6.47M 0.5% -776 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: 11,975 shares; 2024Q4: 13,225 shares; 2025Q1: 13,340 shares; 2025Q2: 13,365 shares; 2025Q3: 12,910 shares; 2025Q4: 12,790 shares 12,790 $6.43M 0.5% -120 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: 35,249 shares; 2024Q4: 34,992 shares; 2025Q1: 33,306 shares; 2025Q2: 32,296 shares; 2025Q3: 34,183 shares; 2025Q4: 32,610 shares 32,610 $6.34M 0.49% -1,573 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: 99,757 shares; 2024Q4: 105,072 shares; 2025Q1: 109,387 shares; 2025Q2: 104,524 shares; 2025Q3: 106,724 shares; 2025Q4: 109,544 shares 109,544 $6.22M 0.48% +2,820 Timeline VONG 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: 46,543 shares; 2024Q4: 47,460 shares; 2025Q1: 48,400 shares; 2025Q2: 48,467 shares; 2025Q3: 48,811 shares; 2025Q4: 49,186 shares 49,186 $5.99M 0.46% +375 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,497 shares; 2024Q4: 359,376 shares; 2025Q1: 354,570 shares; 2025Q2: 346,737 shares; 2025Q3: 247,069 shares; 2025Q4: 247,940 shares 247,940 $5.9M 0.46% +871 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: 15,705 shares; 2024Q4: 15,575 shares; 2025Q1: 14,555 shares; 2025Q2: 13,955 shares; 2025Q3: 13,830 shares; 2025Q4: 13,670 shares 13,670 $5.77M 0.45% -160 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: 26,931 shares; 2024Q4: 23,934 shares; 2025Q1: 23,929 shares; 2025Q2: 23,747 shares; 2025Q3: 24,068 shares; 2025Q4: 23,048 shares 23,048 $5.77M 0.45% -1,020 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,940 shares; 2024Q4: 127,224 shares; 2025Q1: 126,958 shares; 2025Q2: 105,724 shares; 2025Q3: 101,239 shares; 2025Q4: 98,339 shares 98,339 $5.65M 0.44% -2,900 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 14,559 shares; 2025Q1: 14,559 shares; 2025Q2: 14,559 shares; 2025Q3: 14,559 shares; 2025Q4: 14,606 shares 14,606 $5.65M 0.44% +47 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: 18,248 shares; 2024Q4: 17,779 shares; 2025Q1: 17,976 shares; 2025Q2: 18,274 shares; 2025Q3: 17,207 shares; 2025Q4: 17,218 shares 17,218 $5.4M 0.42% +11 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: 54,571 shares; 2024Q4: 60,521 shares; 2025Q1: 60,769 shares; 2025Q2: 58,056 shares; 2025Q3: 56,676 shares; 2025Q4: 42,687 shares 42,687 $5.13M 0.4% -13,989 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: 26,180 shares; 2025Q2: 25,885 shares; 2025Q3: 24,085 shares; 2025Q4: 26,555 shares 26,555 $4.9M 0.38% +2,470 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,990 shares; 2024Q4: 46,125 shares; 2025Q1: 34,105 shares; 2025Q2: 33,380 shares; 2025Q3: 32,580 shares; 2025Q4: 29,609 shares 29,609 $4.8M 0.37% -2,971 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: 9,361 shares; 2024Q4: 9,232 shares; 2025Q1: 9,387 shares; 2025Q2: 9,725 shares; 2025Q3: 9,673 shares; 2025Q4: 9,802 shares 9,802 $4.78M 0.37% +129 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: 52,983 shares; 2024Q4: 52,379 shares; 2025Q1: 55,356 shares; 2025Q2: 54,155 shares; 2025Q3: 55,441 shares; 2025Q4: 54,398 shares 54,398 $4.76M 0.37% -1,043 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: 7,425 shares; 2024Q4: 7,664 shares; 2025Q1: 5,974 shares; 2025Q2: 8,421 shares; 2025Q3: 8,275 shares; 2025Q4: 8,276 shares 8,276 $4.74M 0.37% +1 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,060 shares; 2024Q4: 60,337 shares; 2025Q1: 61,646 shares; 2025Q2: 63,062 shares; 2025Q3: 64,233 shares; 2025Q4: 65,882 shares 65,882 $4.71M 0.36% +1,649 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,557 shares; 2024Q4: 184,671 shares; 2025Q1: 184,089 shares; 2025Q2: 184,089 shares; 2025Q3: 184,089 shares; 2025Q4: 179,229 shares 179,229 $4.7M 0.36% -4,860 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: 10,973 shares; 2024Q4: 10,405 shares; 2025Q1: 9,575 shares; 2025Q2: 7,461 shares; 2025Q3: 7,658 shares; 2025Q4: 8,028 shares 8,028 $4.65M 0.36% +370 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 27,590 shares; 2025Q1: 22,140 shares; 2025Q2: 22,240 shares; 2025Q3: 20,040 shares; 2025Q4: 20,040 shares 20,040 $4.57M 0.35% 0 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: 44,386 shares; 2024Q4: 47,477 shares; 2025Q1: 45,456 shares; 2025Q2: 46,386 shares; 2025Q3: 40,842 shares; 2025Q4: 40,372 shares 40,372 $4.5M 0.35% -470 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: 64,815 shares; 2024Q4: 67,611 shares; 2025Q1: 68,374 shares; 2025Q2: 65,975 shares; 2025Q3: 66,422 shares; 2025Q4: 66,811 shares 66,811 $4.41M 0.34% +389 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,902 shares; 2024Q4: 236,190 shares; 2025Q1: 234,313 shares; 2025Q2: 192,895 shares; 2025Q3: 138,300 shares; 2025Q4: 115,109 shares 115,109 $4.26M 0.33% -23,191 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,257 shares; 2024Q4: 46,503 shares; 2025Q1: 46,371 shares; 2025Q2: 45,742 shares; 2025Q3: 44,001 shares; 2025Q4: 43,943 shares 43,943 $4.14M 0.32% -58 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,470 shares; 2025Q3: 102,470 shares; 2025Q4: 105,870 shares 105,870 $4.13M 0.32% +3,400 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: 31,233 shares; 2024Q4: 28,390 shares; 2025Q1: 29,905 shares; 2025Q2: 72,137 shares; 2025Q3: 100,255 shares; 2025Q4: 51,136 shares 51,136 $4.09M 0.32% -49,119 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,341 shares; 2024Q4: 57,894 shares; 2025Q1: 56,868 shares; 2025Q2: 52,220 shares; 2025Q3: 41,233 shares; 2025Q4: 35,832 shares 35,832 $4.08M 0.32% -5,401 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,708 shares; 2024Q4: 125,125 shares; 2025Q1: 132,173 shares; 2025Q2: 169,408 shares; 2025Q3: 171,613 shares; 2025Q4: 169,455 shares 169,455 $4.07M 0.32% -2,158 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: 51,302 shares; 2024Q4: 48,078 shares; 2025Q1: 45,612 shares; 2025Q2: 45,912 shares; 2025Q3: 41,883 shares; 2025Q4: 38,885 shares 38,885 $4.05M 0.31% -2,998 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,688 shares; 2024Q4: 79,491 shares; 2025Q1: 78,671 shares; 2025Q2: 85,235 shares; 2025Q3: 89,795 shares; 2025Q4: 93,612 shares 93,612 $4.02M 0.31% +3,817 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: 12,054 shares; 2024Q4: 12,434 shares; 2025Q1: 12,294 shares; 2025Q2: 12,441 shares; 2025Q3: 11,973 shares; 2025Q4: 12,187 shares 12,187 $3.93M 0.3% +214 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,767 shares; 2024Q4: 85,696 shares; 2025Q1: 85,019 shares; 2025Q2: 92,943 shares; 2025Q3: 98,566 shares; 2025Q4: 99,901 shares 99,901 $3.83M 0.3% +1,335 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: 5,189 shares; 2024Q4: 5,182 shares; 2025Q1: 5,082 shares; 2025Q2: 5,147 shares; 2025Q3: 5,113 shares; 2025Q4: 5,041 shares 5,041 $3.8M 0.29% -72 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: 14,274 shares; 2024Q4: 14,417 shares; 2025Q1: 14,329 shares; 2025Q2: 13,547 shares; 2025Q3: 14,069 shares; 2025Q4: 14,245 shares 14,245 $3.77M 0.29% +176 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: 18,656 shares; 2024Q4: 18,120 shares; 2025Q1: 18,297 shares; 2025Q2: 17,650 shares; 2025Q3: 17,350 shares; 2025Q4: 16,420 shares 16,420 $3.75M 0.29% -930 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,703 shares; 2024Q4: 20,050 shares; 2025Q1: 20,360 shares; 2025Q2: 18,776 shares; 2025Q3: 18,697 shares; 2025Q4: 18,313 shares 18,313 $3.71M 0.29% -384 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: 13,129 shares; 2024Q4: 16,520 shares; 2025Q1: 17,784 shares; 2025Q2: 17,981 shares; 2025Q3: 17,851 shares; 2025Q4: 17,815 shares 17,815 $3.69M 0.29% -36 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: 51,677 shares; 2024Q4: 51,877 shares; 2025Q1: 50,917 shares; 2025Q2: 50,883 shares; 2025Q3: 50,883 shares; 2025Q4: 50,883 shares 50,883 $3.56M 0.28% 0 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: 13,571 shares; 2024Q4: 15,061 shares; 2025Q1: 14,792 shares; 2025Q2: 14,330 shares; 2025Q3: 14,612 shares; 2025Q4: 14,315 shares 14,315 $3.52M 0.27% -297 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,879 shares; 2024Q4: 25,765 shares; 2025Q1: 25,157 shares; 2025Q2: 25,554 shares; 2025Q3: 25,149 shares; 2025Q4: 24,702 shares 24,702 $3.51M 0.27% -447 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,353 shares; 2025Q3: 70,754 shares; 2025Q4: 92,425 shares 92,425 $3.38M 0.26% +21,671 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,199 shares; 2024Q4: 18,199 shares; 2025Q1: 18,199 shares; 2025Q2: 18,199 shares; 2025Q3: 18,199 shares; 2025Q4: 47,225 shares 47,225 $3.28M 0.25% +29,026 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,837 shares; 2024Q4: 25,652 shares; 2025Q1: 32,282 shares; 2025Q2: 28,824 shares; 2025Q3: 22,848 shares; 2025Q4: 14,972 shares 14,972 $3.26M 0.25% -7,876 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: 23,104 shares; 2024Q4: 30,037 shares; 2025Q1: 28,370 shares; 2025Q2: 26,995 shares; 2025Q3: 28,113 shares; 2025Q4: 31,067 shares 31,067 $3.17M 0.25% +2,954 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: 9,319 shares; 2024Q4: 10,604 shares; 2025Q1: 10,188 shares; 2025Q2: 10,562 shares; 2025Q3: 10,564 shares; 2025Q4: 10,564 shares 10,564 $3.13M 0.24% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,801 shares; 2024Q4: 17,834 shares; 2025Q1: 19,214 shares; 2025Q2: 19,271 shares; 2025Q3: 19,197 shares; 2025Q4: 19,063 shares 19,063 $3.11M 0.24% -134 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,388 shares; 2024Q4: 78,234 shares; 2025Q1: 75,021 shares; 2025Q2: 75,132 shares; 2025Q3: 70,216 shares; 2025Q4: 67,377 shares 67,377 $3.1M 0.24% -2,839 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,094 shares; 2024Q4: 19,851 shares; 2025Q1: 20,256 shares; 2025Q2: 20,194 shares; 2025Q3: 20,100 shares; 2025Q4: 20,008 shares 20,008 $3.1M 0.24% -92 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,612 shares; 2025Q1: 7,940 shares; 2025Q2: 8,608 shares; 2025Q3: 9,036 shares; 2025Q4: 8,759 shares 8,759 $3.07M 0.24% -277 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: 14,400 shares; 2024Q4: 14,090 shares; 2025Q1: 10,510 shares; 2025Q2: 13,090 shares; 2025Q3: 10,040 shares; 2025Q4: 10,313 shares 10,313 $2.96M 0.23% +273 Timeline CALF 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: 88,915 shares; 2024Q4: 98,233 shares; 2025Q1: 102,055 shares; 2025Q2: 75,938 shares; 2025Q3: 71,769 shares; 2025Q4: 66,470 shares 66,470 $2.95M 0.23% -5,299 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: 68,068 shares; 2024Q4: 68,783 shares; 2025Q1: 66,763 shares; 2025Q2: 67,218 shares; 2025Q3: 67,163 shares; 2025Q4: 63,407 shares 63,407 $2.92M 0.23% -3,756 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: 20,188 shares; 2024Q4: 21,702 shares; 2025Q1: 21,862 shares; 2025Q2: 21,895 shares; 2025Q3: 20,988 shares; 2025Q4: 20,161 shares 20,161 $2.89M 0.22% -827 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,851 shares; 2024Q4: 29,881 shares; 2025Q1: 29,721 shares; 2025Q2: 29,765 shares; 2025Q3: 29,502 shares; 2025Q4: 28,750 shares 28,750 $2.77M 0.21% -752 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,203 shares; 2024Q4: 123,271 shares; 2025Q1: 135,542 shares; 2025Q2: 132,952 shares; 2025Q3: 133,875 shares; 2025Q4: 131,970 shares 131,970 $2.72M 0.21% -1,905 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,695 shares; 2024Q4: 26,396 shares; 2025Q1: 26,914 shares; 2025Q2: 26,895 shares; 2025Q3: 26,000 shares; 2025Q4: 25,886 shares 25,886 $2.69M 0.21% -114 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: 44,775 shares; 2024Q4: 44,440 shares; 2025Q1: 46,672 shares; 2025Q2: 44,648 shares; 2025Q3: 44,757 shares; 2025Q4: 44,439 shares 44,439 $2.67M 0.21% -318 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: 10,756 shares; 2024Q4: 22,591 shares; 2025Q1: 22,786 shares; 2025Q2: 27,186 shares; 2025Q3: 27,796 shares; 2025Q4: 31,100 shares 31,100 $2.63M 0.2% +3,304 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 17,760 shares; 2025Q1: 18,798 shares; 2025Q2: 21,706 shares; 2025Q3: 20,668 shares; 2025Q4: 19,976 shares 19,976 $2.63M 0.2% -692 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,355 shares; 2024Q4: 51,234 shares; 2025Q1: 53,746 shares; 2025Q2: 55,139 shares; 2025Q3: 55,381 shares; 2025Q4: 54,727 shares 54,727 $2.62M 0.2% -654 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,988 shares; 2025Q3: 178,398 shares; 2025Q4: 181,998 shares 181,998 $2.61M 0.2% +3,600 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 7,784 shares; 2025Q1: 8,151 shares; 2025Q2: 7,764 shares; 2025Q3: 7,543 shares; 2025Q4: 7,411 shares 7,411 $2.55M 0.2% -132 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 29,447 shares; 2025Q1: 30,339 shares; 2025Q2: 31,573 shares; 2025Q3: 31,784 shares; 2025Q4: 31,919 shares 31,919 $2.54M 0.2% +135 Timeline ICOW 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: 53,857 shares; 2024Q4: 55,827 shares; 2025Q1: 53,884 shares; 2025Q2: 55,393 shares; 2025Q3: 64,110 shares; 2025Q4: 64,574 shares 64,574 $2.5M 0.19% +464 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,674 shares; 2025Q1: 8,549 shares; 2025Q2: 7,958 shares; 2025Q3: 7,958 shares; 2025Q4: 7,708 shares 7,708 $2.5M 0.19% -250 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,376 shares; 2024Q4: 63,862 shares; 2025Q1: 56,174 shares; 2025Q2: 51,914 shares; 2025Q3: 49,062 shares; 2025Q4: 40,159 shares 40,159 $2.45M 0.19% -8,903 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: 92,994 shares; 2024Q4: 61,544 shares; 2025Q1: 41,872 shares; 2025Q2: 39,176 shares; 2025Q3: 38,988 shares; 2025Q4: 38,377 shares 38,377 $2.45M 0.19% -611 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,571 shares; 2024Q4: 29,370 shares; 2025Q1: 30,702 shares; 2025Q2: 30,355 shares; 2025Q3: 29,462 shares; 2025Q4: 28,960 shares 28,960 $2.44M 0.19% -502 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,406 shares; 2024Q4: 50,260 shares; 2025Q1: 53,264 shares; 2025Q2: 52,824 shares; 2025Q3: 53,318 shares; 2025Q4: 52,938 shares 52,938 $2.42M 0.19% -380 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,642 shares; 2024Q4: 76,212 shares; 2025Q1: 82,468 shares; 2025Q2: 82,150 shares; 2025Q3: 82,754 shares; 2025Q4: 82,598 shares 82,598 $2.41M 0.19% -156 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: 8,853 shares; 2024Q4: 9,056 shares; 2025Q1: 7,337 shares; 2025Q2: 8,156 shares; 2025Q3: 8,079 shares; 2025Q4: 7,822 shares 7,822 $2.39M 0.19% -257 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,041 shares; 2025Q3: 8,333 shares; 2025Q4: 8,234 shares 8,234 $2.37M 0.18% -99 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,631 shares; 2024Q4: 21,881 shares; 2025Q1: 22,723 shares; 2025Q2: 21,858 shares; 2025Q3: 21,547 shares; 2025Q4: 21,120 shares 21,120 $2.37M 0.18% -427 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,210 shares 63,210 $2.37M 0.18% new 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: 4,669 shares; 2024Q4: 4,611 shares; 2025Q1: 5,340 shares; 2025Q2: 5,019 shares; 2025Q3: 4,860 shares; 2025Q4: 5,207 shares 5,207 $2.34M 0.18% +347 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,407 shares; 2025Q1: 12,049 shares; 2025Q2: 11,923 shares; 2025Q3: 12,042 shares; 2025Q4: 11,824 shares 11,824 $2.34M 0.18% -218 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: 16,553 shares; 2024Q4: 18,258 shares; 2025Q1: 17,821 shares; 2025Q2: 18,125 shares; 2025Q3: 17,744 shares; 2025Q4: 15,894 shares 15,894 $2.28M 0.18% -1,850 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 22,078 shares; 2025Q1: 22,934 shares; 2025Q2: 23,576 shares; 2025Q3: 23,381 shares; 2025Q4: 28,201 shares 28,201 $2.28M 0.18% +4,820 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,335 shares; 2025Q3: 56,665 shares; 2025Q4: 61,945 shares 61,945 $2.27M 0.18% +5,280 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 8,176 shares; 2025Q3: 18,687 shares; 2025Q4: 27,454 shares 27,454 $2.26M 0.18% +8,767 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: 41,531 shares; 2024Q4: 41,055 shares; 2025Q1: 22,198 shares; 2025Q2: 21,667 shares; 2025Q3: 21,144 shares; 2025Q4: 21,248 shares 21,248 $2.24M 0.17% +104 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: 2,777 shares; 2024Q4: 3,756 shares; 2025Q1: 4,989 shares; 2025Q2: 5,433 shares; 2025Q3: 5,485 shares; 2025Q4: 5,966 shares 5,966 $2.21M 0.17% +481 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,176 shares; 2024Q4: 16,322 shares; 2025Q1: 16,263 shares; 2025Q2: 16,105 shares; 2025Q3: 15,964 shares; 2025Q4: 15,678 shares 15,678 $2.18M 0.17% -286 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,009 shares; 2024Q4: 30,028 shares; 2025Q1: 29,563 shares; 2025Q2: 29,512 shares; 2025Q3: 27,342 shares; 2025Q4: 23,421 shares 23,421 $2.17M 0.17% -3,921 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,011 shares; 2025Q2: 79,650 shares; 2025Q3: 81,396 shares; 2025Q4: 82,038 shares 82,038 $2.16M 0.17% +642 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: 13,348 shares; 2024Q4: 15,468 shares; 2025Q1: 15,369 shares; 2025Q2: 14,759 shares; 2025Q3: 14,737 shares; 2025Q4: 14,737 shares 14,737 $2.11M 0.16% 0 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: 13,152 shares; 2024Q4: 13,152 shares; 2025Q1: 13,052 shares; 2025Q2: 13,109 shares; 2025Q3: 13,109 shares; 2025Q4: 13,109 shares 13,109 $2.1M 0.16% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,474 shares; 2024Q4: 15,153 shares; 2025Q1: 15,223 shares; 2025Q2: 15,338 shares; 2025Q3: 15,309 shares; 2025Q4: 14,654 shares 14,654 $2.07M 0.16% -655 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,118 shares; 2025Q4: 56,739 shares 56,739 $2.05M 0.16% +1,621 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: 22,973 shares; 2024Q4: 22,674 shares; 2025Q1: 27,360 shares; 2025Q2: 27,353 shares; 2025Q3: 26,956 shares; 2025Q4: 26,116 shares 26,116 $2.01M 0.16% -840 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,799 shares; 2025Q1: 14,400 shares; 2025Q2: 11,999 shares; 2025Q3: 11,044 shares; 2025Q4: 11,182 shares 11,182 $1.99M 0.15% +138 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: 39,146 shares; 2024Q4: 38,596 shares; 2025Q1: 40,066 shares; 2025Q2: 39,498 shares; 2025Q3: 37,609 shares; 2025Q4: 38,889 shares 38,889 $1.97M 0.15% +1,280 Timeline QGRO 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: 3,312 shares; 2024Q4: 3,657 shares; 2025Q1: 4,737 shares; 2025Q2: 12,315 shares; 2025Q3: 16,618 shares; 2025Q4: 16,752 shares 16,752 $1.92M 0.15% +134 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: 137,903 shares; 2024Q4: 96,164 shares; 2025Q1: 114,104 shares; 2025Q2: 181,459 shares; 2025Q3: 173,570 shares; 2025Q4: 178,680 shares 178,680 $1.92M 0.15% +5,110 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,430 shares; 2024Q4: 15,014 shares; 2025Q1: 15,787 shares; 2025Q2: 17,016 shares; 2025Q3: 17,597 shares; 2025Q4: 17,059 shares 17,059 $1.91M 0.15% -538 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,245 shares; 2024Q4: 8,866 shares; 2025Q1: 9,387 shares; 2025Q2: 9,360 shares; 2025Q3: 9,354 shares; 2025Q4: 9,459 shares 9,459 $1.91M 0.15% +105 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: 4,299 shares; 2024Q4: 4,371 shares; 2025Q1: 5,455 shares; 2025Q2: 5,551 shares; 2025Q3: 5,463 shares; 2025Q4: 4,773 shares 4,773 $1.89M 0.15% -690 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 16,250 shares; 2025Q1: 16,016 shares; 2025Q2: 16,838 shares; 2025Q3: 17,294 shares; 2025Q4: 17,385 shares 17,385 $1.89M 0.15% +91 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,968 shares; 2025Q3: 20,860 shares; 2025Q4: 22,441 shares 22,441 $1.87M 0.15% +1,581 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 21,264 shares; 2025Q1: 21,120 shares; 2025Q2: 22,725 shares; 2025Q3: 24,675 shares; 2025Q4: 24,915 shares 24,915 $1.83M 0.14% +240 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,507 shares 10,507 $1.82M 0.14% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 6,470 shares; 2025Q1: 6,897 shares; 2025Q2: 7,187 shares; 2025Q3: 7,078 shares; 2025Q4: 6,944 shares 6,944 $1.82M 0.14% -134 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: 10,020 shares; 2024Q4: 9,755 shares; 2025Q1: 8,695 shares; 2025Q2: 8,710 shares; 2025Q3: 8,837 shares; 2025Q4: 9,162 shares 9,162 $1.79M 0.14% +325 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 27,430 shares; 2025Q1: 31,470 shares; 2025Q2: 28,958 shares; 2025Q3: 51,041 shares; 2025Q4: 66,824 shares 66,824 $1.78M 0.14% +15,783 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,225 shares; 2025Q1: 16,043 shares; 2025Q2: 20,978 shares; 2025Q3: 35,053 shares; 2025Q4: 46,148 shares 46,148 $1.76M 0.14% +11,095 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 16,271 shares; 2025Q1: 15,971 shares; 2025Q2: 15,871 shares; 2025Q3: 15,531 shares; 2025Q4: 14,031 shares 14,031 $1.76M 0.14% -1,500 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 11,595 shares; 2025Q1: 8,108 shares; 2025Q2: 7,618 shares; 2025Q3: 8,945 shares; 2025Q4: 9,500 shares 9,500 $1.75M 0.14% +555 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,882 shares; 2024Q4: 26,395 shares; 2025Q1: 28,037 shares; 2025Q2: 27,816 shares; 2025Q3: 27,306 shares; 2025Q4: 26,831 shares 26,831 $1.74M 0.14% -475 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,795 shares; 2025Q3: 39,760 shares; 2025Q4: 34,435 shares 34,435 $1.73M 0.13% -5,325 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: 5,513 shares; 2024Q4: 5,477 shares; 2025Q1: 5,428 shares; 2025Q2: 5,355 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares 5,367 $1.71M 0.13% 0 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: 14,314 shares; 2024Q4: 14,525 shares; 2025Q1: 14,449 shares; 2025Q2: 14,457 shares; 2025Q3: 14,088 shares; 2025Q4: 14,145 shares 14,145 $1.7M 0.13% +57 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,832 shares; 2024Q4: 25,143 shares; 2025Q1: 27,007 shares; 2025Q2: 26,937 shares; 2025Q3: 26,908 shares; 2025Q4: 26,114 shares 26,114 $1.7M 0.13% -794 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,337 shares; 2025Q1: 5,321 shares; 2025Q2: 5,340 shares; 2025Q3: 5,659 shares; 2025Q4: 6,056 shares 6,056 $1.69M 0.13% +397 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: 57,927 shares; 2024Q4: 49,013 shares; 2025Q1: 25,698 shares; 2025Q2: 25,741 shares; 2025Q3: 25,637 shares; 2025Q4: 25,525 shares 25,525 $1.64M 0.13% -112 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 15,003 shares; 2025Q1: 15,176 shares; 2025Q2: 16,279 shares; 2025Q3: 16,506 shares; 2025Q4: 17,703 shares 17,703 $1.63M 0.13% +1,197 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: 17,680 shares; 2024Q4: 27,859 shares; 2025Q1: 28,953 shares; 2025Q2: 28,378 shares; 2025Q3: 30,138 shares; 2025Q4: 32,247 shares 32,247 $1.63M 0.13% +2,109 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: 2,015 shares; 2024Q4: 2,016 shares; 2025Q1: 2,041 shares; 2025Q2: 2,214 shares; 2025Q3: 2,204 shares; 2025Q4: 2,345 shares 2,345 $1.61M 0.12% +141 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,993 shares; 2025Q4: 59,823 shares 59,823 $1.59M 0.12% -97,170 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,612 shares; 2024Q4: 14,534 shares; 2025Q1: 14,533 shares; 2025Q2: 14,414 shares; 2025Q3: 12,467 shares; 2025Q4: 12,442 shares 12,442 $1.57M 0.12% -25 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: 5,483 shares; 2024Q4: 6,949 shares; 2025Q1: 9,343 shares; 2025Q2: 16,874 shares; 2025Q3: 21,057 shares; 2025Q4: 33,904 shares 33,904 $1.54M 0.12% +12,847 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 8,937 shares; 2025Q1: 8,632 shares; 2025Q2: 9,103 shares; 2025Q3: 9,063 shares; 2025Q4: 8,481 shares 8,481 $1.54M 0.12% -582 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,119 shares; 2024Q4: 13,421 shares; 2025Q1: 16,108 shares; 2025Q2: 56,373 shares; 2025Q3: 55,394 shares; 2025Q4: 56,213 shares 56,213 $1.52M 0.12% +819 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,930 shares; 2025Q1: 7,022 shares; 2025Q2: 6,222 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares 5,822 $1.52M 0.12% 0 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: 6,980 shares; 2024Q4: 6,744 shares; 2025Q1: 7,301 shares; 2025Q2: 7,446 shares; 2025Q3: 7,813 shares; 2025Q4: 7,792 shares 7,792 $1.49M 0.12% -21 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: 8,136 shares; 2024Q4: 7,988 shares; 2025Q1: 7,790 shares; 2025Q2: 7,669 shares; 2025Q3: 7,669 shares; 2025Q4: 7,478 shares 7,478 $1.49M 0.12% -191 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,699 shares; 2024Q4: 26,474 shares; 2025Q1: 27,825 shares; 2025Q2: 23,728 shares; 2025Q3: 22,599 shares; 2025Q4: 22,090 shares 22,090 $1.48M 0.11% -509 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,910 shares; 2025Q1: 3,700 shares; 2025Q2: 2,920 shares; 2025Q3: 2,793 shares; 2025Q4: 2,829 shares 2,829 $1.48M 0.11% +36 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares 2,403 $1.45M 0.11% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 2,644 shares; 2025Q3: 2,990 shares; 2025Q4: 2,970 shares 2,970 $1.45M 0.11% -20 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,739 shares; 2025Q2: 49,390 shares; 2025Q3: 50,013 shares; 2025Q4: 49,596 shares 49,596 $1.42M 0.11% -417 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 20,185 shares; 2025Q1: 28,359 shares; 2025Q2: 33,013 shares; 2025Q3: 35,453 shares; 2025Q4: 35,198 shares 35,198 $1.42M 0.11% -255 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 11,301 shares; 2025Q1: 11,817 shares; 2025Q2: 11,789 shares; 2025Q3: 11,508 shares; 2025Q4: 11,423 shares 11,423 $1.4M 0.11% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,971 shares; 2025Q3: 8,766 shares; 2025Q4: 12,297 shares 12,297 $1.39M 0.11% +3,531 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: 3,207 shares; 2024Q4: 3,344 shares; 2025Q1: 3,438 shares; 2025Q2: 3,661 shares; 2025Q3: 4,206 shares; 2025Q4: 12,976 shares 12,976 $1.38M 0.11% +8,770 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: 11,070 shares; 2024Q4: 10,545 shares; 2025Q1: 12,450 shares; 2025Q2: 14,210 shares; 2025Q3: 16,111 shares; 2025Q4: 17,833 shares 17,833 $1.37M 0.11% +1,722 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,370 shares; 2024Q4: 26,977 shares; 2025Q1: 30,220 shares; 2025Q2: 27,286 shares; 2025Q3: 26,330 shares; 2025Q4: 25,532 shares 25,532 $1.36M 0.11% -798 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,493 shares; 2025Q1: 3,874 shares; 2025Q2: 3,174 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643 $1.35M 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,003 shares 22,003 $1.34M 0.1% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,195 shares; 2024Q4: 30,644 shares; 2025Q1: 30,669 shares; 2025Q2: 33,023 shares; 2025Q3: 37,347 shares; 2025Q4: 39,733 shares 39,733 $1.31M 0.1% +2,386 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: 15,784 shares; 2024Q4: 15,490 shares; 2025Q1: 15,680 shares; 2025Q2: 16,964 shares; 2025Q3: 16,964 shares; 2025Q4: 16,333 shares 16,333 $1.31M 0.1% -631 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 6,676 shares; 2025Q1: 6,578 shares; 2025Q2: 6,814 shares; 2025Q3: 6,881 shares; 2025Q4: 7,673 shares 7,673 $1.31M 0.1% +792 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: not reported; 2024Q4: 6,679 shares; 2025Q1: 8,249 shares; 2025Q2: 9,589 shares; 2025Q3: 10,244 shares; 2025Q4: 10,895 shares 10,895 $1.3M 0.1% +651 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,007 shares; 2024Q4: 36,157 shares; 2025Q1: 38,951 shares; 2025Q2: 36,359 shares; 2025Q3: 34,525 shares; 2025Q4: 32,898 shares 32,898 $1.3M 0.1% -1,627 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares 2,699 $1.28M 0.1% 0 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: 15,798 shares; 2024Q4: 47,394 shares; 2025Q1: 47,395 shares; 2025Q2: 46,967 shares; 2025Q3: 46,578 shares; 2025Q4: 45,640 shares 45,640 $1.23M 0.1% -938 Timeline Goldman Sachs - Exchange Pl… Goldman Sachs - Exchange Place Al… More: the full row for Goldman Sachs - Exchange Place All Cap 11 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,089 shares; 2025Q4: 10,089 shares 10,089 $1.22M 0.09% 0 THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641 shares; 2025Q2: 5,497 shares; 2025Q3: 6,072 shares; 2025Q4: 6,123 shares 6,123 $1.22M 0.09% +51 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 15,408 shares; 2025Q1: 15,408 shares; 2025Q2: 14,518 shares; 2025Q3: 11,918 shares; 2025Q4: 11,718 shares 11,718 $1.21M 0.09% -200 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: 6,403 shares; 2024Q4: 8,623 shares; 2025Q1: 8,520 shares; 2025Q2: 8,988 shares; 2025Q3: 8,989 shares; 2025Q4: 8,465 shares 8,465 $1.19M 0.09% -524 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,953 shares 12,953 $1.19M 0.09% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 12,707 shares; 2025Q1: 12,247 shares; 2025Q2: 11,669 shares; 2025Q3: 11,672 shares; 2025Q4: 10,774 shares 10,774 $1.19M 0.09% -898 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,316 shares; 2025Q4: 13,052 shares 13,052 $1.17M 0.09% +8,736 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: 9,835 shares; 2024Q4: 36,785 shares; 2025Q1: 36,785 shares; 2025Q2: 36,785 shares; 2025Q3: 35,806 shares; 2025Q4: 35,806 shares 35,806 $1.17M 0.09% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 7,032 shares; 2025Q1: 6,448 shares; 2025Q2: 6,939 shares; 2025Q3: 6,427 shares; 2025Q4: 6,564 shares 6,564 $1.16M 0.09% +137 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: 5,405 shares; 2024Q4: 5,418 shares; 2025Q1: 5,353 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 4,523 shares 4,523 $1.16M 0.09% -630 Timeline IHDG 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: 24,852 shares; 2024Q4: 25,210 shares; 2025Q1: 25,225 shares; 2025Q2: 25,228 shares; 2025Q3: 25,164 shares; 2025Q4: 23,899 shares 23,899 $1.16M 0.09% -1,265 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,872 shares; 2024Q4: 41,834 shares; 2025Q1: 47,151 shares; 2025Q2: 49,161 shares; 2025Q3: 49,676 shares; 2025Q4: 52,380 shares 52,380 $1.16M 0.09% +2,704 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 2,663 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,401 shares; 2025Q4: 2,392 shares 2,392 $1.15M 0.09% -9 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: 22,754 shares; 2024Q4: 43,818 shares; 2025Q1: 42,356 shares; 2025Q2: 41,679 shares; 2025Q3: 34,048 shares; 2025Q4: 33,032 shares 33,032 $1.15M 0.09% -1,016 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,157 shares; 2025Q2: 3,086 shares; 2025Q3: 3,076 shares; 2025Q4: 3,023 shares 3,023 $1.13M 0.09% -53 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: 917 shares; 2024Q4: 1,025 shares; 2025Q1: 1,303 shares; 2025Q2: 1,187 shares; 2025Q3: 1,136 shares; 2025Q4: 12,021 shares 12,021 $1.13M 0.09% +10,885 Timeline GCOW 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: 17,132 shares; 2024Q4: 19,752 shares; 2025Q1: 19,305 shares; 2025Q2: 22,964 shares; 2025Q3: 24,998 shares; 2025Q4: 26,308 shares 26,308 $1.08M 0.08% +1,310 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 38,007 shares; 2025Q1: 38,007 shares; 2025Q2: 38,007 shares; 2025Q3: 38,007 shares; 2025Q4: 38,007 shares 38,007 $1.08M 0.08% 0 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: 16,821 shares; 2024Q4: 17,228 shares; 2025Q1: 17,962 shares; 2025Q2: 17,290 shares; 2025Q3: 19,481 shares; 2025Q4: 18,873 shares 18,873 $1.08M 0.08% -608 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 3,667 shares; 2025Q1: 3,812 shares; 2025Q2: 3,667 shares; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares 4,157 $1.07M 0.08% 0 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: 32,599 shares; 2024Q4: 39,231 shares; 2025Q1: 42,239 shares; 2025Q2: 41,887 shares; 2025Q3: 31,066 shares; 2025Q4: 31,066 shares 31,066 $1.06M 0.08% 0 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: not reported; 2024Q4: 9,592 shares; 2025Q1: 12,186 shares; 2025Q2: 14,156 shares; 2025Q3: 15,143 shares; 2025Q4: 15,143 shares 15,143 $1.01M 0.08% 0 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: 7,414 shares; 2024Q4: 8,149 shares; 2025Q1: 9,191 shares; 2025Q2: 9,665 shares; 2025Q3: 13,580 shares; 2025Q4: 17,119 shares 17,119 $995K 0.08% +3,539 Timeline REGL 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: 11,240 shares; 2024Q4: 12,470 shares; 2025Q1: 12,612 shares; 2025Q2: 12,307 shares; 2025Q3: 12,032 shares; 2025Q4: 11,762 shares 11,762 $991K 0.08% -270 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 7,568 shares; 2025Q1: 6,416 shares; 2025Q2: 5,941 shares; 2025Q3: 4,067 shares; 2025Q4: 4,017 shares 4,017 $989K 0.08% -50 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,873 shares; 2025Q1: 5,683 shares; 2025Q2: 5,258 shares; 2025Q3: 5,413 shares; 2025Q4: 5,368 shares 5,368 $968K 0.08% -45 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,952 shares; 2024Q4: 93,302 shares; 2025Q1: 99,081 shares; 2025Q2: 90,252 shares; 2025Q3: 87,273 shares; 2025Q4: 80,975 shares 80,975 $960K 0.07% -6,298 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,128 shares; 2025Q4: 29,974 shares 29,974 $947K 0.07% +3,846 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 10,795 shares; 2025Q1: 10,795 shares; 2025Q2: 10,750 shares; 2025Q3: 9,634 shares; 2025Q4: 9,634 shares 9,634 $942K 0.07% 0 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: 87 shares; 2024Q4: 111 shares; 2025Q1: 218 shares; 2025Q2: 217 shares; 2025Q3: 188 shares; 2025Q4: 175 shares 175 $937K 0.07% -13 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,633 shares; 2025Q4: 18,133 shares 18,133 $935K 0.07% +2,500 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: 2,392 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,282 shares; 2025Q3: 2,057 shares; 2025Q4: 1,977 shares 1,977 $920K 0.07% -80 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,302 shares; 2025Q4: 36,797 shares 36,797 $911K 0.07% +4,495 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,729 shares; 2025Q1: 7,729 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares; 2025Q4: 7,512 shares 7,512 $909K 0.07% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 7,824 shares; 2025Q1: 7,571 shares; 2025Q2: 7,571 shares; 2025Q3: 7,572 shares; 2025Q4: 7,573 shares 7,573 $898K 0.07% +1 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: 4,235 shares; 2024Q4: 9,067 shares; 2025Q1: 10,262 shares; 2025Q2: 9,173 shares; 2025Q3: 10,649 shares; 2025Q4: 9,546 shares 9,546 $886K 0.07% -1,103 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,352 shares; 2025Q1: 5,506 shares; 2025Q2: 4,810 shares; 2025Q3: 4,872 shares; 2025Q4: 6,757 shares 6,757 $885K 0.07% +1,885 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 23,847 shares; 2025Q1: 23,847 shares; 2025Q2: 23,847 shares; 2025Q3: 19,683 shares; 2025Q4: 19,683 shares 19,683 $885K 0.07% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 1,486 shares; 2025Q3: 1,492 shares; 2025Q4: 1,552 shares 1,552 $879K 0.07% +60 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: 44,084 shares; 2024Q4: 34,424 shares; 2025Q1: 36,577 shares; 2025Q2: 38,086 shares; 2025Q3: 36,131 shares; 2025Q4: 35,202 shares 35,202 $877K 0.07% -929 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 13,916 shares; 2025Q1: 14,616 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares; 2025Q4: 15,016 shares 15,016 $866K 0.07% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,005 shares; 2025Q4: 7,855 shares 7,855 $865K 0.07% -6,150 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: 10,930 shares; 2024Q4: 10,975 shares; 2025Q1: 4,785 shares; 2025Q2: 2,585 shares; 2025Q3: 3,040 shares; 2025Q4: 3,002 shares 3,002 $857K 0.07% -38 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 9,517 shares; 2025Q1: 9,577 shares; 2025Q2: 10,577 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares 10,657 $853K 0.07% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 17,776 shares; 2025Q1: 16,592 shares; 2025Q2: 17,318 shares; 2025Q3: 16,752 shares; 2025Q4: 16,762 shares 16,762 $846K 0.07% +10 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 3,559 shares; 2025Q1: 5,201 shares; 2025Q2: 5,176 shares; 2025Q3: 5,176 shares; 2025Q4: 5,176 shares 5,176 $829K 0.06% 0 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: 5,563 shares; 2024Q4: 5,474 shares; 2025Q1: 4,601 shares; 2025Q2: 5,367 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares 5,367 $818K 0.06% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 15,255 shares; 2025Q1: 14,930 shares; 2025Q2: 18,834 shares; 2025Q3: 18,834 shares; 2025Q4: 17,360 shares 17,360 $813K 0.06% -1,474 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,562 shares; 2025Q1: 4,707 shares; 2025Q2: 4,587 shares; 2025Q3: 13,185 shares; 2025Q4: 14,079 shares 14,079 $794K 0.06% +894 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,967 shares; 2024Q4: 20,504 shares; 2025Q1: 20,699 shares; 2025Q2: 20,843 shares; 2025Q3: 20,849 shares; 2025Q4: 20,870 shares 20,870 $790K 0.06% +21 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: 3,325 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,461 shares; 2025Q4: 2,483 shares 2,483 $782K 0.06% +22 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: 3,662 shares; 2024Q4: 4,262 shares; 2025Q1: 4,163 shares; 2025Q2: 4,142 shares; 2025Q3: 4,226 shares; 2025Q4: 4,226 shares 4,226 $775K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 6,889 shares; 2025Q3: 9,189 shares; 2025Q4: 9,489 shares 9,489 $770K 0.06% +300 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,741 shares; 2025Q1: 10,201 shares; 2025Q2: 9,714 shares; 2025Q3: 9,714 shares; 2025Q4: 9,714 shares 9,714 $768K 0.06% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,539 shares; 2025Q1: 2,533 shares; 2025Q2: 2,509 shares; 2025Q3: 2,510 shares; 2025Q4: 2,513 shares 2,513 $759K 0.06% +3 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,532 shares; 2025Q1: 6,330 shares; 2025Q2: 7,830 shares; 2025Q3: 7,435 shares; 2025Q4: 9,340 shares 9,340 $741K 0.06% +1,905 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,320 shares; 2025Q1: 1,520 shares; 2025Q2: 1,491 shares; 2025Q3: 1,441 shares; 2025Q4: 1,581 shares 1,581 $741K 0.06% +140 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,373 shares; 2025Q1: 8,373 shares; 2025Q2: 8,373 shares; 2025Q3: 8,359 shares; 2025Q4: 8,359 shares 8,359 $736K 0.06% 0 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: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,526 shares; 2025Q4: 5,052 shares 5,052 $727K 0.06% +2,526 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,565 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $727K 0.06% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 8,363 shares; 2025Q1: 9,104 shares; 2025Q2: 15,119 shares; 2025Q3: 15,119 shares; 2025Q4: 16,996 shares 16,996 $727K 0.06% +1,877 Timeline RWL 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: 6,754 shares; 2024Q4: 6,359 shares; 2025Q1: 6,264 shares; 2025Q2: 6,268 shares; 2025Q3: 6,272 shares; 2025Q4: 6,276 shares 6,276 $719K 0.06% +4 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares; 2025Q4: 3,253 shares 3,253 $715K 0.06% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,429 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares 2,356 $707K 0.05% 0 Timeline Microport Scientific Corp. Microport Scientific Corp. More: the full row for Microport Scientific Corp. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,000 shares; 2024Q4: 504,670 shares; 2025Q1: 504,670 shares; 2025Q2: 504,670 shares; 2025Q3: 504,670 shares; 2025Q4: 504,670 shares 504,670 $702K 0.05% 0 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,307 shares; 2024Q4: 7,273 shares; 2025Q1: 7,274 shares; 2025Q2: 6,925 shares; 2025Q3: 6,926 shares; 2025Q4: 6,926 shares 6,926 $692K 0.05% 0 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: 3,709 shares; 2024Q4: 3,035 shares; 2025Q1: 2,545 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares 2,495 $687K 0.05% 0 Timeline FNDB 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: 11,385 shares; 2024Q4: 29,936 shares; 2025Q1: 29,936 shares; 2025Q2: 28,993 shares; 2025Q3: 29,238 shares; 2025Q4: 25,777 shares 25,777 $685K 0.05% -3,461 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,040 shares; 2024Q4: 14,040 shares; 2025Q1: 14,040 shares; 2025Q2: 14,040 shares; 2025Q3: 14,393 shares; 2025Q4: 14,393 shares 14,393 $674K 0.05% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,813 shares; 2025Q1: 19,132 shares; 2025Q2: 21,107 shares; 2025Q3: 14,746 shares; 2025Q4: 12,979 shares 12,979 $661K 0.05% -1,767 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: not reported; 2024Q4: 7,968 shares; 2025Q1: 10,385 shares; 2025Q2: 16,281 shares; 2025Q3: 18,845 shares; 2025Q4: 18,414 shares 18,414 $648K 0.05% -431 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,401 shares; 2025Q1: 5,241 shares; 2025Q2: 5,594 shares; 2025Q3: 5,596 shares; 2025Q4: 5,599 shares 5,599 $637K 0.05% +3 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: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 2,770 shares; 2025Q2: 2,710 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $634K 0.05% 0 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: 7,721 shares; 2024Q4: 9,094 shares; 2025Q1: 8,564 shares; 2025Q2: 7,954 shares; 2025Q3: 8,574 shares; 2025Q4: 8,574 shares 8,574 $630K 0.05% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,531 shares 9,531 $623K 0.05% 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: 13,708 shares; 2024Q4: 12,377 shares; 2025Q1: 12,138 shares; 2025Q2: 12,139 shares; 2025Q3: 13,352 shares; 2025Q4: 11,528 shares 11,528 $620K 0.05% -1,824 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares 1,498 $618K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 11,508 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares; 2025Q4: 11,373 shares 11,373 $612K 0.05% 0 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: 10,734 shares; 2024Q4: 10,734 shares; 2025Q1: 11,234 shares; 2025Q2: 11,254 shares; 2025Q3: 11,254 shares; 2025Q4: 11,029 shares 11,029 $607K 0.05% -225 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,478 shares; 2025Q3: 6,615 shares; 2025Q4: 6,618 shares 6,618 $605K 0.05% +3 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 20,382 shares; 2025Q1: 20,382 shares; 2025Q2: 20,382 shares; 2025Q3: 20,382 shares; 2025Q4: 20,004 shares 20,004 $602K 0.05% -378 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: 25,944 shares; 2024Q4: 25,085 shares; 2025Q1: 24,112 shares; 2025Q2: 24,354 shares; 2025Q3: 24,065 shares; 2025Q4: 23,819 shares 23,819 $592K 0.05% -246 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: 6,017 shares; 2024Q4: 6,342 shares; 2025Q1: 5,535 shares; 2025Q2: 5,735 shares; 2025Q3: 5,185 shares; 2025Q4: 5,185 shares 5,185 $590K 0.05% 0 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: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,469 shares; 2025Q2: 2,534 shares; 2025Q3: 2,349 shares; 2025Q4: 2,549 shares 2,549 $590K 0.05% +200 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,795 shares; 2025Q1: 1,749 shares; 2025Q2: 2,133 shares; 2025Q3: 1,963 shares; 2025Q4: 1,799 shares 1,799 $589K 0.05% -164 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 8,981 shares; 2025Q4: 8,981 shares 8,981 $585K 0.05% 0 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: 8,568 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 8,838 shares; 2025Q3: 8,108 shares; 2025Q4: 12,794 shares 12,794 $572K 0.04% +4,686 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: 3,366 shares; 2024Q4: 3,129 shares; 2025Q1: 3,029 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 2,837 shares 2,837 $553K 0.04% -284 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 11,734 shares; 2025Q1: 11,705 shares; 2025Q2: 11,724 shares; 2025Q3: 11,957 shares; 2025Q4: 11,976 shares 11,976 $549K 0.04% +19 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,493 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares 3,524 $547K 0.04% 0 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: 1,550 shares; 2024Q4: 1,558 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,385 shares; 2025Q4: 1,270 shares 1,270 $541K 0.04% -115 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: 5,800 shares; 2024Q4: 5,931 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares; 2025Q3: 5,628 shares; 2025Q4: 5,679 shares 5,679 $532K 0.04% +51 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares 2,170 $526K 0.04% 0 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: 9,710 shares; 2024Q4: 8,860 shares; 2025Q1: 8,860 shares; 2025Q2: 8,860 shares; 2025Q3: 8,860 shares; 2025Q4: 7,999 shares 7,999 $524K 0.04% -861 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,323 shares; 2025Q1: 3,753 shares; 2025Q2: 5,744 shares; 2025Q3: 7,286 shares; 2025Q4: 7,287 shares 7,287 $521K 0.04% +1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 3,294 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 2,631 shares; 2025Q4: 2,444 shares 2,444 $518K 0.04% -187 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,435 shares; 2024Q4: 9,396 shares; 2025Q1: 5,827 shares; 2025Q2: 7,251 shares; 2025Q3: 8,697 shares; 2025Q4: 8,140 shares 8,140 $508K 0.04% -557 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: 8,400 shares; 2025Q4: 8,800 shares 8,800 $507K 0.04% +400 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares; 2025Q4: 12,100 shares 12,100 $502K 0.04% +600 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 12,200 shares 12,200 $501K 0.04% +600 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,917 shares; 2025Q1: 5,107 shares; 2025Q2: 5,067 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares 5,017 $501K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 5,833 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,833 shares; 2025Q4: 5,635 shares 5,635 $499K 0.04% -198 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: 8,035 shares; 2024Q4: 7,531 shares; 2025Q1: 5,481 shares; 2025Q2: 3,631 shares; 2025Q3: 4,012 shares; 2025Q4: 4,012 shares 4,012 $492K 0.04% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,422 shares; 2025Q1: 5,422 shares; 2025Q2: 5,422 shares; 2025Q3: 5,422 shares; 2025Q4: 5,422 shares 5,422 $492K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 5,993 shares; 2025Q1: 2,093 shares; 2025Q2: 3,093 shares; 2025Q3: 2,943 shares; 2025Q4: 2,289 shares 2,289 $490K 0.04% -654 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,283 shares; 2025Q1: 3,214 shares; 2025Q2: 3,221 shares; 2025Q3: 3,228 shares; 2025Q4: 3,228 shares 3,228 $488K 0.04% 0 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: 1,738 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,738 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560 $481K 0.04% 0 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: 37,283 shares; 2024Q4: 38,320 shares; 2025Q1: 5,199 shares; 2025Q2: 4,194 shares; 2025Q3: 3,618 shares; 2025Q4: 3,703 shares 3,703 $478K 0.04% +85 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,837 shares 1,837 $475K 0.04% +250 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 1,568 shares; 2025Q2: 1,669 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares 1,606 $466K 0.04% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares; 2025Q4: 17,596 shares 17,596 $462K 0.04% +4,555 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 239 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares 228 $459K 0.04% 0 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: 56,812 shares; 2024Q4: 55,394 shares; 2025Q1: 50,228 shares; 2025Q2: 51,421 shares; 2025Q3: 17,197 shares; 2025Q4: 6,818 shares 6,818 $458K 0.04% -10,379 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: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 3,605 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,585 shares 3,585 $442K 0.03% 0 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: 5,111 shares; 2024Q4: 5,350 shares; 2025Q1: 5,150 shares; 2025Q2: 5,350 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares 5,050 $440K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,023 shares; 2025Q3: 2,007 shares; 2025Q4: 2,944 shares 2,944 $438K 0.03% +937 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,160 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares 3,420 $433K 0.03% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $431K 0.03% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,368 shares; 2025Q3: 6,364 shares; 2025Q4: 7,621 shares 7,621 $429K 0.03% +1,257 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 682 shares; 2025Q4: 636 shares 636 $416K 0.03% -46 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares 2,523 $410K 0.03% 0 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: 3,920 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 3,936 shares; 2025Q3: 3,936 shares; 2025Q4: 4,162 shares 4,162 $400K 0.03% +226 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $397K 0.03% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 10,536 shares; 2025Q1: 9,375 shares; 2025Q2: 9,375 shares; 2025Q3: 9,293 shares; 2025Q4: 8,513 shares 8,513 $397K 0.03% -780 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 920 shares; 2025Q3: 870 shares; 2025Q4: 770 shares 770 $393K 0.03% -100 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,832 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 3,908 shares; 2025Q4: 3,908 shares 3,908 $392K 0.03% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 12,421 shares; 2025Q1: 9,961 shares; 2025Q2: 12,421 shares; 2025Q3: 12,421 shares; 2025Q4: 12,421 shares 12,421 $391K 0.03% 0 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: 1,427 shares; 2024Q4: 1,442 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares 1,368 $371K 0.03% 0 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: 3,243 shares; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares 2,778 $369K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares 2,837 $368K 0.03% 0 Timeline JMEE 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: 9,355 shares; 2024Q4: 12,812 shares; 2025Q1: 11,558 shares; 2025Q2: 8,228 shares; 2025Q3: 6,244 shares; 2025Q4: 5,693 shares 5,693 $367K 0.03% -551 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,911 shares; 2025Q4: 6,329 shares 6,329 $365K 0.03% +1,418 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares 3,555 $365K 0.03% 0 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: 2,560 shares; 2024Q4: 2,481 shares; 2025Q1: 2,457 shares; 2025Q2: 1,973 shares; 2025Q3: 1,874 shares; 2025Q4: 1,843 shares 1,843 $358K 0.03% -31 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,318 shares; 2025Q4: 4,318 shares 4,318 $357K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,008 shares; 2025Q1: 1,051 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares 928 $356K 0.03% 0 Timeline HERD 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: 8,070 shares; 2024Q4: 8,070 shares; 2025Q1: 8,076 shares; 2025Q2: 8,079 shares; 2025Q3: 8,082 shares; 2025Q4: 8,082 shares 8,082 $351K 0.03% 0 Timeline Great American Bancorp Inc. Great American Bancorp Inc. More: the full row for Great American Bancorp Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,200 shares 5,200 $348K 0.03% new 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: 5,972 shares; 2024Q4: 6,407 shares; 2025Q1: 6,357 shares; 2025Q2: 6,532 shares; 2025Q3: 6,532 shares; 2025Q4: 6,363 shares 6,363 $343K 0.03% -169 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,165 shares; 2025Q2: 1,365 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $336K 0.03% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares 2,385 $334K 0.03% 0 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: 623 shares; 2024Q4: 583 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 583 shares; 2025Q4: 583 shares 583 $332K 0.03% 0 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares 1,228 $324K 0.03% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,077 shares; 2024Q4: 60,520 shares; 2025Q1: 50,128 shares; 2025Q2: 16,394 shares; 2025Q3: 5,546 shares; 2025Q4: 2,879 shares 2,879 $322K 0.02% -2,667 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,595 shares; 2025Q3: 3,215 shares; 2025Q4: 3,835 shares 3,835 $317K 0.02% +620 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,250 shares; 2025Q3: 6,112 shares; 2025Q4: 3,975 shares 3,975 $317K 0.02% -2,137 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: 842 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares 888 $312K 0.02% 0 Timeline FMB 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: 6,257 shares; 2024Q4: 9,964 shares; 2025Q1: 9,964 shares; 2025Q2: 9,964 shares; 2025Q3: 9,964 shares; 2025Q4: 6,064 shares 6,064 $310K 0.02% -3,900 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares 4,192 $310K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 3,445 shares 3,445 $308K 0.02% -730 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 921 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 914 shares; 2025Q4: 914 shares 914 $308K 0.02% 0 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: 23,901 shares; 2024Q4: 18,898 shares; 2025Q1: 14,289 shares; 2025Q2: 10,279 shares; 2025Q3: 9,476 shares; 2025Q4: 6,019 shares 6,019 $306K 0.02% -3,457 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,630 shares 8,630 $304K 0.02% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,595 shares; 2025Q1: 2,320 shares; 2025Q2: 2,130 shares; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares 2,155 $304K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,898 shares; 2025Q4: 1,963 shares 1,963 $304K 0.02% +65 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,198 shares; 2025Q4: 2,198 shares 2,198 $303K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 1,394 shares 1,394 $299K 0.02% +50 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,064 shares; 2024Q4: 9,592 shares; 2025Q1: 10,952 shares; 2025Q2: 13,785 shares; 2025Q3: 5,749 shares; 2025Q4: 3,009 shares 3,009 $294K 0.02% -2,740 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,249 shares; 2025Q4: 1,424 shares 1,424 $292K 0.02% +175 Timeline VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 16,455 shares; 2025Q1: 16,455 shares; 2025Q2: 16,455 shares; 2025Q3: 16,745 shares; 2025Q4: 16,745 shares 16,745 $291K 0.02% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,942 shares 6,942 $289K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 17,947 shares; 2025Q1: 17,947 shares; 2025Q2: 17,947 shares; 2025Q3: 18,247 shares; 2025Q4: 18,247 shares 18,247 $289K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,139 shares; 2025Q1: 4,692 shares; 2025Q2: 4,777 shares; 2025Q3: 6,121 shares; 2025Q4: 5,821 shares 5,821 $289K 0.02% -300 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 3,513 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 3,525 shares; 2025Q4: 6,302 shares 6,302 $286K 0.02% +2,777 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: 870 shares; 2024Q4: 822 shares; 2025Q1: 783 shares; 2025Q2: 784 shares; 2025Q3: 739 shares; 2025Q4: 591 shares 591 $286K 0.02% -148 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares 1,056 $284K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 6,130 shares; 2025Q4: 6,130 shares 6,130 $284K 0.02% 0 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: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,423 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares 2,416 $283K 0.02% 0 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: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,053 shares 2,053 $281K 0.02% -35 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: 8,133 shares; 2024Q4: 8,291 shares; 2025Q1: 7,742 shares; 2025Q2: 7,955 shares; 2025Q3: 7,942 shares; 2025Q4: 6,899 shares 6,899 $281K 0.02% -1,043 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: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,160 shares; 2025Q2: 3,887 shares; 2025Q3: 3,399 shares; 2025Q4: 2,997 shares 2,997 $279K 0.02% -402 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,383 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares 4,468 $279K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390 $278K 0.02% 0 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,177 shares; 2025Q3: 12,487 shares; 2025Q4: 12,707 shares 12,707 $277K 0.02% +220 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 1,885 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares 1,340 $277K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 5,573 shares; 2025Q1: 5,573 shares; 2025Q2: 5,573 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares 4,591 $274K 0.02% 0 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: 7,551 shares; 2024Q4: 7,551 shares; 2025Q1: 7,509 shares; 2025Q2: 7,509 shares; 2025Q3: 7,509 shares; 2025Q4: 7,509 shares 7,509 $272K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,604 shares; 2024Q4: 11,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,373 shares; 2025Q4: 7,373 shares 7,373 $272K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares 990 $270K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 910 shares 910 $269K 0.02% -60 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 7,000 shares 7,000 $269K 0.02% +1,000 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,755 shares; 2025Q2: 1,872 shares; 2025Q3: 1,833 shares; 2025Q4: 1,508 shares 1,508 $268K 0.02% -325 Timeline IVOO 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: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares 2,386 $267K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,835 shares; 2025Q4: 6,170 shares 6,170 $263K 0.02% +3,335 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,864 shares; 2025Q4: 3,864 shares 3,864 $260K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares 2,253 $260K 0.02% 0 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: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 1,983 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares 1,122 $257K 0.02% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares 3,320 $257K 0.02% 0 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: 5,074 shares; 2024Q4: 5,149 shares; 2025Q1: 4,291 shares; 2025Q2: 4,319 shares; 2025Q3: 3,819 shares; 2025Q4: 3,819 shares 3,819 $256K 0.02% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares 2,725 $256K 0.02% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,814 shares; 2025Q4: 2,814 shares 2,814 $255K 0.02% 0 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: 2,110 shares; 2024Q4: 2,028 shares; 2025Q1: 1,748 shares; 2025Q2: 1,698 shares; 2025Q3: 1,559 shares; 2025Q4: 1,481 shares 1,481 $253K 0.02% -78 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 46,084 shares; 2025Q1: 48,861 shares; 2025Q2: 48,100 shares; 2025Q3: 47,459 shares; 2025Q4: 5,254 shares 5,254 $253K 0.02% -42,205 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 14,065 shares; 2025Q4: 14,065 shares 14,065 $251K 0.02% 0 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: 1,910 shares; 2024Q4: 2,178 shares; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares; 2025Q3: 1,284 shares; 2025Q4: 1,187 shares 1,187 $250K 0.02% -97 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,420 shares 8,420 $249K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,376 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $249K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,566 shares; 2025Q1: not reported; 2025Q2: 2,382 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $245K 0.02% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 2,485 shares 2,485 $243K 0.02% -62 Timeline SSREY SWISS RE LTD SPON ADR (CHE) More: the full row for SWISS RE LTD SPON ADR (CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 5,739 shares; 2025Q4: 5,739 shares 5,739 $240K 0.02% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $239K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 411 shares; 2025Q4: 481 shares 481 $236K 0.02% +70 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: 238 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $235K 0.02% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,705 shares; 2025Q4: 6,705 shares 6,705 $232K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 523 shares; 2025Q4: 620 shares 620 $232K 0.02% +97 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares 2,194 $231K 0.02% 0 Timeline MHGVY MOWI ASA ADR (NORWAY) More: the full row for MOWI ASA ADR (NORWAY) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,545 shares; 2025Q4: 9,545 shares 9,545 $230K 0.02% 0 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: 10,302 shares; 2024Q4: 11,755 shares; 2025Q1: 10,946 shares; 2025Q2: 11,820 shares; 2025Q3: 12,405 shares; 2025Q4: 12,443 shares 12,443 $227K 0.02% +38 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,652 shares; 2024Q4: 26,010 shares; 2025Q1: 26,913 shares; 2025Q2: 27,051 shares; 2025Q3: 27,344 shares; 2025Q4: 3,110 shares 3,110 $225K 0.02% -24,234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 280 shares; 2025Q4: 185 shares 185 $225K 0.02% -95 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,021 shares; 2025Q3: 5,801 shares; 2025Q4: 4,948 shares 4,948 $218K 0.02% -853 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,030 shares 2,030 $217K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares 2,448 $209K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares 2,700 $207K 0.02% new Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares 2,770 $207K 0.02% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,093 shares 2,093 $206K 0.02% new 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: 22,628 shares; 2024Q4: 22,709 shares; 2025Q1: 23,755 shares; 2025Q2: 4,718 shares; 2025Q3: 702 shares; 2025Q4: 619 shares 619 $204K 0.02% -83 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,040 shares 3,040 $204K 0.02% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares 3,330 $201K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares 297 $201K 0.02% new Timeline FTMH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,618 shares 13,618 $158K 0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 15,874 shares; 2025Q1: 15,874 shares; 2025Q2: 15,874 shares; 2025Q3: 15,874 shares; 2025Q4: 15,874 shares 15,874 $146K 0.01% 0 Timeline Gainbridge - SteadyPace 10y… Gainbridge - SteadyPace 10yr MYGA More: the full row for Gainbridge - SteadyPace 10yr MYGA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,484 shares; 2025Q4: 141,480 shares 141,480 $141K 0.01% +1,996 TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,954 shares 32,954 $133K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,010 shares; 2024Q4: 12,829 shares; 2025Q1: 12,829 shares; 2025Q2: 12,829 shares; 2025Q3: 14,129 shares; 2025Q4: 14,129 shares 14,129 $111K 0.01% 0 Timeline Kitwave Group PLC Kitwave Group PLC More: the full row for Kitwave Group PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 11,029 shares; 2025Q1: not reported; 2025Q2: 11,029 shares; 2025Q3: 11,029 shares; 2025Q4: 11,029 shares 11,029 $24.8K <0.01% 0