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: 164,159 shares; 2024Q4: 180,239 shares; 2025Q1: 185,268 shares; 2025Q2: not reported; 2025Q3: 196,850 shares; 2025Q4: 200,342 shares 200,342 $137M 12.16% +3,492 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,112,068 shares; 2025Q1: 1,112,068 shares; 2025Q2: 1,112,068 shares; 2025Q3: 1,112,068 shares; 2025Q4: 2,147,815 shares 2,147,815 $82.5M 7.3% +1,035,747 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: 97,766 shares; 2024Q4: 96,893 shares; 2025Q1: 95,335 shares; 2025Q2: 96,140 shares; 2025Q3: 101,813 shares; 2025Q4: 100,755 shares 100,755 $68.7M 6.09% -1,058 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: 755,274 shares; 2024Q4: 814,395 shares; 2025Q1: 850,319 shares; 2025Q2: 877,935 shares; 2025Q3: 901,549 shares; 2025Q4: 930,710 shares 930,710 $61.4M 5.44% +29,161 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,109 shares; 2024Q4: 480,786 shares; 2025Q1: 512,575 shares; 2025Q2: 510,399 shares; 2025Q3: 527,740 shares; 2025Q4: 551,109 shares 551,109 $49.3M 4.37% +23,369 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,186 shares; 2025Q3: 576,530 shares; 2025Q4: 604,549 shares 604,549 $44.8M 3.97% +28,019 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: 56 shares; 2024Q4: 53 shares; 2025Q1: 54 shares; 2025Q2: 52 shares; 2025Q3: 56 shares; 2025Q4: 56 shares 56 $42.3M 3.74% 0 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: 311,066 shares; 2024Q4: 311,510 shares; 2025Q1: 321,907 shares; 2025Q2: 322,980 shares; 2025Q3: 322,429 shares; 2025Q4: 322,408 shares 322,408 $39M 3.45% -21 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,626 shares; 2024Q4: 389,686 shares; 2025Q1: 569,669 shares; 2025Q2: 575,987 shares; 2025Q3: 939,484 shares; 2025Q4: 760,896 shares 760,896 $37.7M 3.34% -178,588 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,164 shares; 2024Q4: 720,466 shares; 2025Q1: 727,917 shares; 2025Q2: 727,837 shares; 2025Q3: 737,695 shares; 2025Q4: 754,413 shares 754,413 $36.3M 3.22% +16,718 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: 51,391 shares; 2024Q4: 50,964 shares; 2025Q1: 50,953 shares; 2025Q2: 50,435 shares; 2025Q3: 50,119 shares; 2025Q4: 50,125 shares 50,125 $30.2M 2.68% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,202 shares; 2025Q4: 59,553 shares 59,553 $28.8M 2.55% -649 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,363 shares; 2025Q3: 105,986 shares; 2025Q4: 102,757 shares 102,757 $27.9M 2.47% -3,229 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,520 shares; 2024Q4: 146,477 shares; 2025Q1: 237,821 shares; 2025Q2: 208,789 shares; 2025Q3: 209,284 shares; 2025Q4: 215,722 shares 215,722 $23.1M 2.05% +6,438 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: 106,356 shares; 2024Q4: 106,356 shares; 2025Q1: 85,790 shares; 2025Q2: 85,513 shares; 2025Q3: 85,513 shares; 2025Q4: 85,513 shares 85,513 $22.1M 1.95% 0 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: 82,664 shares; 2024Q4: 103,190 shares; 2025Q1: 114,402 shares; 2025Q2: 136,696 shares; 2025Q3: 141,940 shares; 2025Q4: 147,896 shares 147,896 $17.8M 1.57% +5,956 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: 49,995 shares; 2024Q4: 43,956 shares; 2025Q1: 44,230 shares; 2025Q2: 44,283 shares; 2025Q3: 41,864 shares; 2025Q4: 39,308 shares 39,308 $17.7M 1.57% -2,556 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: 80,939 shares; 2024Q4: 79,970 shares; 2025Q1: 79,517 shares; 2025Q2: 73,134 shares; 2025Q3: 72,492 shares; 2025Q4: 71,464 shares 71,464 $17.6M 1.56% -1,028 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,618 shares; 2025Q4: 114,341 shares 114,341 $17.4M 1.54% -5,277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,933 shares; 2025Q4: 53,165 shares 53,165 $16.7M 1.48% -768 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: 24,054 shares; 2024Q4: 24,004 shares; 2025Q1: 20,403 shares; 2025Q2: 20,378 shares; 2025Q3: 20,379 shares; 2025Q4: 20,552 shares 20,552 $15.5M 1.37% +173 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: 25,798 shares; 2024Q4: 25,593 shares; 2025Q1: 11,345 shares; 2025Q2: 13,498 shares; 2025Q3: 25,708 shares; 2025Q4: 25,385 shares 25,385 $12.8M 1.13% -323 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: 18,969 shares; 2024Q4: 19,054 shares; 2025Q1: 18,968 shares; 2025Q2: 19,693 shares; 2025Q3: 20,048 shares; 2025Q4: 19,394 shares 19,394 $11.9M 1.06% -654 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: not reported; 2025Q1: not reported; 2025Q2: 132,739 shares; 2025Q3: 138,048 shares; 2025Q4: 151,244 shares 151,244 $10M 0.89% +13,196 Timeline VSGX 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: 140,859 shares; 2024Q4: 140,859 shares; 2025Q1: 149,269 shares; 2025Q2: 148,434 shares; 2025Q3: 147,533 shares; 2025Q4: 140,223 shares 140,223 $10M 0.89% -7,310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,077 shares; 2025Q4: 28,015 shares 28,015 $8.77M 0.78% -1,062 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: 41,473 shares; 2024Q4: 38,649 shares; 2025Q1: 38,256 shares; 2025Q2: 38,244 shares; 2025Q3: 39,198 shares; 2025Q4: 39,103 shares 39,103 $8.37M 0.74% -95 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,529 shares; 2024Q4: 71,911 shares; 2025Q1: 74,186 shares; 2025Q2: 79,079 shares; 2025Q3: 85,035 shares; 2025Q4: 85,022 shares 85,022 $8.16M 0.72% -13 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,389 shares; 2025Q3: 91,413 shares; 2025Q4: 92,980 shares 92,980 $7.79M 0.69% +1,567 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: 25,392 shares; 2024Q4: 25,517 shares; 2025Q1: 15,261 shares; 2025Q2: 14,207 shares; 2025Q3: 12,224 shares; 2025Q4: 11,582 shares 11,582 $7.26M 0.64% -642 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: not reported; 2024Q4: 197,453 shares; 2025Q1: 199,496 shares; 2025Q2: 31,092 shares; 2025Q3: 35,144 shares; 2025Q4: 35,302 shares 35,302 $6.58M 0.58% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,054 shares; 2025Q4: 17,143 shares 17,143 $6.01M 0.53% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,925 shares; 2025Q3: 27,184 shares; 2025Q4: 25,897 shares 25,897 $5.98M 0.53% -1,287 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: 54,599 shares; 2024Q4: 54,625 shares; 2025Q1: 57,339 shares; 2025Q2: 56,355 shares; 2025Q3: 55,951 shares; 2025Q4: 60,147 shares 60,147 $5.32M 0.47% +4,196 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: 95,747 shares; 2024Q4: 92,251 shares; 2025Q1: 92,251 shares; 2025Q2: 99,390 shares; 2025Q3: 90,865 shares; 2025Q4: 95,472 shares 95,472 $5.13M 0.45% +4,607 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,315 shares; 2024Q4: 15,531 shares; 2025Q1: 15,527 shares; 2025Q2: 13,056 shares; 2025Q3: 14,418 shares; 2025Q4: 14,415 shares 14,415 $4.83M 0.43% -3 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,490 shares; 2024Q4: 66,498 shares; 2025Q1: 68,837 shares; 2025Q2: 67,100 shares; 2025Q3: 65,189 shares; 2025Q4: 68,052 shares 68,052 $4.57M 0.41% +2,863 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,517 shares; 2025Q4: 12,603 shares 12,603 $4.06M 0.36% +86 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,238 shares; 2024Q4: 75,120 shares; 2025Q1: 75,120 shares; 2025Q2: 75,122 shares; 2025Q3: 75,120 shares; 2025Q4: 75,122 shares 75,122 $4.03M 0.36% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,273 shares; 2025Q4: 42,899 shares 42,899 $4.02M 0.36% +38,626 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 5,862 shares; 2025Q4: 5,888 shares 5,888 $3.89M 0.34% +26 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: 171,892 shares; 2024Q4: 144,441 shares; 2025Q1: 140,535 shares; 2025Q2: 82,588 shares; 2025Q3: 91,098 shares; 2025Q4: 68,160 shares 68,160 $3.45M 0.31% -22,938 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: 7,395 shares; 2024Q4: 7,095 shares; 2025Q1: 6,853 shares; 2025Q2: 6,559 shares; 2025Q3: 6,988 shares; 2025Q4: 6,823 shares 6,823 $3.23M 0.29% -165 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,675 shares; 2024Q4: 34,028 shares; 2025Q1: 33,698 shares; 2025Q2: 33,160 shares; 2025Q3: 33,289 shares; 2025Q4: 37,072 shares 37,072 $2.87M 0.25% +3,783 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: 28,504 shares; 2024Q4: 26,434 shares; 2025Q1: 24,042 shares; 2025Q2: 23,591 shares; 2025Q3: 24,279 shares; 2025Q4: 23,110 shares 23,110 $2.78M 0.25% -1,169 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 12,484 shares 12,484 $2.78M 0.25% new 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: 30,343 shares; 2024Q4: 88,441 shares; 2025Q1: 88,935 shares; 2025Q2: 95,571 shares; 2025Q3: 95,177 shares; 2025Q4: 97,242 shares 97,242 $2.67M 0.24% +2,065 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: 6,818 shares; 2024Q4: 6,425 shares; 2025Q1: 6,217 shares; 2025Q2: 6,022 shares; 2025Q3: 5,420 shares; 2025Q4: 5,108 shares 5,108 $2.61M 0.23% -312 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 7,240 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 23,627 shares; 2025Q4: 23,393 shares 23,393 $2.5M 0.22% -234 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,318 shares; 2025Q4: 18,336 shares 18,336 $2.4M 0.21% +18 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,356 shares; 2025Q4: 10,246 shares 10,246 $2.25M 0.2% -110 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,653 shares; 2025Q4: 6,429 shares 6,429 $2.23M 0.2% -2,224 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: 29,218 shares; 2024Q4: 31,565 shares; 2025Q1: 33,737 shares; 2025Q2: 35,789 shares; 2025Q3: 28,892 shares; 2025Q4: 38,406 shares 38,406 $2.2M 0.19% +9,514 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: 5,528 shares; 2024Q4: 5,523 shares; 2025Q1: 5,457 shares; 2025Q2: 5,464 shares; 2025Q3: 5,634 shares; 2025Q4: 5,632 shares 5,632 $2.08M 0.18% -2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,497 shares; 2025Q1: 15,150 shares; 2025Q2: 15,226 shares; 2025Q3: 15,073 shares; 2025Q4: 13,397 shares 13,397 $2.06M 0.18% -1,676 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: 5,102 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,102 shares; 2025Q3: 5,121 shares; 2025Q4: 5,121 shares 5,121 $2.03M 0.18% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,685 shares; 2024Q4: 173,853 shares; 2025Q1: 167,865 shares; 2025Q2: 66,495 shares; 2025Q3: 70,109 shares; 2025Q4: 64,870 shares 64,870 $2.01M 0.18% -5,239 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: 7,265 shares; 2024Q4: 7,098 shares; 2025Q1: 6,990 shares; 2025Q2: 6,898 shares; 2025Q3: 7,202 shares; 2025Q4: 13,797 shares 13,797 $1.99M 0.18% +6,595 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,599 shares; 2024Q4: 34,774 shares; 2025Q1: 34,829 shares; 2025Q2: 34,634 shares; 2025Q3: 35,863 shares; 2025Q4: 35,883 shares 35,883 $1.96M 0.17% +20 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,880 shares; 2025Q4: 3,394 shares 3,394 $1.94M 0.17% -486 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: 29,027 shares; 2024Q4: 29,257 shares; 2025Q1: 29,257 shares; 2025Q2: 30,036 shares; 2025Q3: 30,036 shares; 2025Q4: 30,847 shares 30,847 $1.93M 0.17% +811 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,492 shares; 2024Q4: 25,442 shares; 2025Q1: 25,727 shares; 2025Q2: 26,558 shares; 2025Q3: 27,134 shares; 2025Q4: 27,368 shares 27,368 $1.9M 0.17% +234 Timeline MMAX 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: 61,748 shares; 2025Q3: 61,748 shares; 2025Q4: 61,748 shares 61,748 $1.62M 0.14% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,832 shares; 2025Q1: 1,803 shares; 2025Q2: 1,714 shares; 2025Q3: 1,775 shares; 2025Q4: 1,784 shares 1,784 $1.54M 0.14% +9 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,002 shares; 2024Q4: 172,002 shares; 2025Q1: 172,002 shares; 2025Q2: 172,002 shares; 2025Q3: 172,002 shares; 2025Q4: 172,002 shares 172,002 $1.54M 0.14% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 4,974 shares; 2025Q1: 5,113 shares; 2025Q2: 7,214 shares; 2025Q3: 5,437 shares; 2025Q4: 4,838 shares 4,838 $1.4M 0.12% -599 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,606 shares; 2025Q4: 8,651 shares 8,651 $1.39M 0.12% +45 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: 4,686 shares; 2024Q4: 4,588 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,139 shares; 2025Q4: 4,666 shares 4,666 $1.38M 0.12% -473 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: 3,931 shares; 2024Q4: 4,011 shares; 2025Q1: 3,411 shares; 2025Q2: 5,414 shares; 2025Q3: 5,279 shares; 2025Q4: 10,909 shares 10,909 $1.34M 0.12% +5,630 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,881 shares; 2025Q2: 9,881 shares; 2025Q3: 10,374 shares; 2025Q4: 10,374 shares 10,374 $1.31M 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,773 shares; 2025Q4: 3,791 shares 3,791 $1.3M 0.12% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,138 shares; 2025Q4: 6,422 shares 6,422 $1.25M 0.11% +284 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: 15,562 shares; 2024Q4: 46,719 shares; 2025Q1: 48,621 shares; 2025Q2: 48,880 shares; 2025Q3: 49,372 shares; 2025Q4: 45,411 shares 45,411 $1.22M 0.11% -3,961 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,445 shares; 2025Q4: 8,482 shares 8,482 $1.15M 0.1% +37 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: 9,583 shares; 2024Q4: 8,399 shares; 2025Q1: 8,429 shares; 2025Q2: 8,756 shares; 2025Q3: 8,635 shares; 2025Q4: 7,985 shares 7,985 $1.14M 0.1% -650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,508 shares; 2025Q4: 19,657 shares 19,657 $1.08M 0.1% +149 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,433 shares; 2025Q2: 9,433 shares; 2025Q3: 9,433 shares; 2025Q4: 9,433 shares 9,433 $1.04M 0.09% 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: 15,401 shares; 2024Q4: 15,401 shares; 2025Q1: 15,545 shares; 2025Q2: 14,822 shares; 2025Q3: 14,843 shares; 2025Q4: 14,146 shares 14,146 $1.04M 0.09% -697 Timeline SMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,392 shares; 2025Q2: 34,392 shares; 2025Q3: 34,392 shares; 2025Q4: 38,118 shares 38,118 $1.03M 0.09% +3,726 Timeline MAXJ 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: 36,295 shares; 2025Q4: 36,295 shares 36,295 $1.02M 0.09% 0 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: 6,101 shares; 2024Q4: 5,812 shares; 2025Q1: 5,642 shares; 2025Q2: 5,631 shares; 2025Q3: 5,607 shares; 2025Q4: 5,568 shares 5,568 $1.02M 0.09% -39 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: 3,836 shares; 2024Q4: 3,693 shares; 2025Q1: 5,692 shares; 2025Q2: 5,685 shares; 2025Q3: 6,599 shares; 2025Q4: 6,624 shares 6,624 $1.02M 0.09% +25 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: 11,348 shares; 2024Q4: 10,256 shares; 2025Q1: 10,021 shares; 2025Q2: 9,790 shares; 2025Q3: 9,627 shares; 2025Q4: 9,684 shares 9,684 $1.02M 0.09% +57 Timeline DMAX 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: 37,807 shares; 2025Q2: 37,807 shares; 2025Q3: 37,807 shares; 2025Q4: 37,807 shares 37,807 $1.01M 0.09% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,256 shares; 2025Q4: 16,256 shares 16,256 $992K 0.09% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 4,761 shares; 2025Q1: 4,761 shares; 2025Q2: 4,761 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares 4,761 $983K 0.09% 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: 8,292 shares; 2024Q4: 7,858 shares; 2025Q1: 7,865 shares; 2025Q2: 7,980 shares; 2025Q3: 8,720 shares; 2025Q4: 8,725 shares 8,725 $972K 0.09% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 1,610 shares 1,610 $922K 0.08% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 848 shares 848 $911K 0.08% -174 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: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 4,207 shares 4,207 $880K 0.08% 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: 3,258 shares; 2024Q4: 2,742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 2,782 shares 2,782 $857K 0.08% +20 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: 160 shares; 2024Q4: 143 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153 $822K 0.07% 0 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: 642 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 1,511 shares; 2025Q3: 1,614 shares; 2025Q4: 1,648 shares 1,648 $804K 0.07% +34 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: 8,362 shares; 2024Q4: 25,153 shares; 2025Q1: 25,878 shares; 2025Q2: 34,599 shares; 2025Q3: 34,743 shares; 2025Q4: 29,967 shares 29,967 $786K 0.07% -4,776 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,917 shares; 2024Q4: 11,635 shares; 2025Q1: 12,644 shares; 2025Q2: 7,645 shares; 2025Q3: 7,998 shares; 2025Q4: 7,959 shares 7,959 $766K 0.07% -39 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,226 shares 1,226 $763K 0.07% -135 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,293 shares; 2025Q4: 2,285 shares 2,285 $740K 0.07% -8 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,376 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares 1,409 $691K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,148 shares; 2025Q4: 3,177 shares 3,177 $690K 0.06% +29 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: 866 shares; 2025Q2: 1,415 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares 1,833 $685K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,659 shares 2,659 $683K 0.06% +29 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,168 shares; 2025Q4: 4,210 shares 4,210 $675K 0.06% +42 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: 2,548 shares; 2024Q4: 2,548 shares; 2025Q1: 2,548 shares; 2025Q2: 10,192 shares; 2025Q3: 10,192 shares; 2025Q4: 10,192 shares 10,192 $655K 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 1,575 shares; 2025Q1: 1,628 shares; 2025Q2: 1,629 shares; 2025Q3: 1,513 shares; 2025Q4: 3,400 shares 3,400 $651K 0.06% +1,887 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: 5,452 shares; 2024Q4: 5,110 shares; 2025Q1: 5,144 shares; 2025Q2: 5,200 shares; 2025Q3: 5,247 shares; 2025Q4: 5,301 shares 5,301 $621K 0.06% +54 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,084 shares 6,084 $608K 0.05% -66 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: 36,354 shares; 2024Q4: 31,986 shares; 2025Q1: 25,516 shares; 2025Q2: 25,503 shares; 2025Q3: 16,383 shares; 2025Q4: 16,349 shares 16,349 $603K 0.05% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 893 shares 893 $602K 0.05% +13 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 2,656 shares; 2025Q1: 2,444 shares; 2025Q2: 2,459 shares; 2025Q3: 2,570 shares; 2025Q4: 2,597 shares 2,597 $593K 0.05% +27 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: 2,346 shares; 2024Q4: 2,056 shares; 2025Q1: 2,591 shares; 2025Q2: 2,455 shares; 2025Q3: 2,249 shares; 2025Q4: 1,929 shares 1,929 $590K 0.05% -320 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: 6,377 shares; 2024Q4: 6,145 shares; 2025Q1: 3,697 shares; 2025Q2: 3,793 shares; 2025Q3: 3,871 shares; 2025Q4: 3,806 shares 3,806 $589K 0.05% -65 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,323 shares; 2025Q2: 5,363 shares; 2025Q3: 7,263 shares; 2025Q4: 7,263 shares 7,263 $586K 0.05% 0 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: 3,927 shares; 2024Q4: 3,086 shares; 2025Q1: 3,036 shares; 2025Q2: 3,074 shares; 2025Q3: 3,094 shares; 2025Q4: 2,822 shares 2,822 $584K 0.05% -272 Timeline SCHK 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: 10,042 shares; 2024Q4: 20,108 shares; 2025Q1: 20,131 shares; 2025Q2: 20,153 shares; 2025Q3: 20,503 shares; 2025Q4: 17,518 shares 17,518 $575K 0.05% -2,985 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,692 shares; 2024Q4: 20,426 shares; 2025Q1: 20,426 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,288 shares 3,288 $573K 0.05% 0 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,537 shares; 2024Q4: 20,239 shares; 2025Q1: 20,239 shares; 2025Q2: 20,239 shares; 2025Q3: 20,239 shares; 2025Q4: 20,239 shares 20,239 $565K 0.05% 0 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: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,817 shares; 2025Q2: 5,534 shares; 2025Q3: 9,991 shares; 2025Q4: 10,901 shares 10,901 $551K 0.05% +910 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,731 shares; 2025Q3: 11,790 shares; 2025Q4: 11,825 shares 11,825 $550K 0.05% +35 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: 200 shares; 2024Q4: 509 shares; 2025Q1: 2,536 shares; 2025Q2: not reported; 2025Q3: 7,061 shares; 2025Q4: 9,306 shares 9,306 $541K 0.05% +2,245 Timeline BBEU 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: 7,368 shares; 2024Q4: 7,249 shares; 2025Q1: 7,249 shares; 2025Q2: 7,249 shares; 2025Q3: 7,249 shares; 2025Q4: 7,249 shares 7,249 $531K 0.05% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,794 shares; 2024Q4: 10,794 shares; 2025Q1: 10,794 shares; 2025Q2: 10,794 shares; 2025Q3: 11,905 shares; 2025Q4: 11,905 shares 11,905 $528K 0.05% 0 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: 1,324 shares; 2024Q4: 1,287 shares; 2025Q1: 1,588 shares; 2025Q2: 3,028 shares; 2025Q3: 3,039 shares; 2025Q4: 2,650 shares 2,650 $526K 0.05% -389 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,761 shares; 2024Q4: 15,858 shares; 2025Q1: 15,736 shares; 2025Q2: 21,249 shares; 2025Q3: 21,249 shares; 2025Q4: 21,780 shares 21,780 $524K 0.05% +531 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: 3,665 shares; 2024Q4: 3,669 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,242 shares; 2025Q4: 3,251 shares 3,251 $520K 0.05% +9 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: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,340 shares; 2025Q4: 3,472 shares 3,472 $516K 0.05% +132 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 1,241 shares; 2025Q3: 1,213 shares; 2025Q4: 2,419 shares 2,419 $513K 0.05% +1,206 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,254 shares 4,254 $508K 0.04% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 856 shares 856 $496K 0.04% 0 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: 62,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,599 shares; 2025Q4: 12,305 shares 12,305 $495K 0.04% +6,706 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 748 shares; 2025Q2: 754 shares; 2025Q3: 745 shares; 2025Q4: 717 shares 717 $475K 0.04% -28 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: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares 1,217 $471K 0.04% 0 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: 3,614 shares; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,554 shares; 2025Q3: 3,367 shares; 2025Q4: 3,367 shares 3,367 $469K 0.04% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 7,546 shares; 2025Q1: 7,546 shares; 2025Q2: 7,546 shares; 2025Q3: 7,546 shares; 2025Q4: 7,546 shares 7,546 $468K 0.04% 0 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: 3,679 shares; 2024Q4: 4,235 shares; 2025Q1: 4,264 shares; 2025Q2: 4,304 shares; 2025Q3: 4,322 shares; 2025Q4: 4,350 shares 4,350 $459K 0.04% +28 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: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 986 shares; 2025Q3: 1,140 shares; 2025Q4: 947 shares 947 $455K 0.04% -193 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,885 shares 1,885 $455K 0.04% -87 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: 1,270 shares; 2024Q4: 818 shares; 2025Q1: 756 shares; 2025Q2: 770 shares; 2025Q3: 2,284 shares; 2025Q4: 2,465 shares 2,465 $438K 0.04% +181 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 485 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 557 shares; 2025Q4: 529 shares 529 $434K 0.04% -28 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,986 shares; 2024Q4: 9,945 shares; 2025Q1: 10,059 shares; 2025Q2: 9,908 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares 4,458 $432K 0.04% 0 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: 1,452 shares; 2024Q4: 1,283 shares; 2025Q1: 1,277 shares; 2025Q2: 1,294 shares; 2025Q3: 1,295 shares; 2025Q4: 1,305 shares 1,305 $427K 0.04% +10 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,082 shares; 2025Q1: 2,057 shares; 2025Q2: 2,116 shares; 2025Q3: 2,014 shares; 2025Q4: 2,020 shares 2,020 $420K 0.04% +6 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,000 shares 1,000 $420K 0.04% -2 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,657 shares; 2025Q4: 7,757 shares 7,757 $418K 0.04% +100 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: 1,070 shares; 2024Q4: 2,138 shares; 2025Q1: 1,949 shares; 2025Q2: 2,125 shares; 2025Q3: 2,227 shares; 2025Q4: 2,242 shares 2,242 $413K 0.04% +15 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: 200 shares; 2024Q4: 502 shares; 2025Q1: 7,316 shares; 2025Q2: 792 shares; 2025Q3: 1,148 shares; 2025Q4: 8,179 shares 8,179 $406K 0.04% +7,031 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,687 shares; 2024Q4: 14,417 shares; 2025Q1: 7,217 shares; 2025Q2: 7,217 shares; 2025Q3: 7,894 shares; 2025Q4: 7,378 shares 7,378 $404K 0.04% -516 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares; 2025Q4: 2,237 shares 2,237 $397K 0.04% +31 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: 323 shares; 2024Q4: 311 shares; 2025Q1: 340 shares; 2025Q2: 329 shares; 2025Q3: 441 shares; 2025Q4: 450 shares 450 $395K 0.04% +9 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: 851 shares; 2024Q4: 1,464 shares; 2025Q1: 1,539 shares; 2025Q2: 1,196 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares 1,879 $395K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,357 shares; 2025Q1: 2,332 shares; 2025Q2: 2,338 shares; 2025Q3: 2,263 shares; 2025Q4: 2,240 shares 2,240 $389K 0.03% -23 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: 12,722 shares; 2025Q4: 12,722 shares 12,722 $387K 0.03% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 5,593 shares; 2025Q1: 5,658 shares; 2025Q2: 5,731 shares; 2025Q3: 5,796 shares; 2025Q4: 5,855 shares 5,855 $378K 0.03% +59 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: 1,071 shares 1,071 $375K 0.03% -994 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: 1,127 shares; 2024Q4: 1,040 shares; 2025Q1: 1,045 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,045 shares 1,045 $367K 0.03% +11 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: 3,618 shares; 2024Q4: 3,518 shares; 2025Q1: 3,269 shares; 2025Q2: 3,296 shares; 2025Q3: 3,090 shares; 2025Q4: 3,110 shares 3,110 $354K 0.03% +20 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,943 shares; 2025Q4: 3,006 shares 3,006 $351K 0.03% +63 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: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,264 shares; 2025Q2: 3,549 shares; 2025Q3: 3,549 shares; 2025Q4: 3,549 shares 3,549 $342K 0.03% 0 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: 572 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 525 shares; 2025Q3: 640 shares; 2025Q4: 650 shares 650 $332K 0.03% +10 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 973 shares; 2025Q3: 980 shares; 2025Q4: 956 shares 956 $328K 0.03% -24 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: 1,647 shares; 2024Q4: 1,202 shares; 2025Q1: 1,110 shares; 2025Q2: 1,018 shares; 2025Q3: 1,193 shares; 2025Q4: 1,221 shares 1,221 $323K 0.03% +28 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: 800 shares; 2024Q4: 672 shares; 2025Q1: 662 shares; 2025Q2: 583 shares; 2025Q3: 580 shares; 2025Q4: 493 shares 493 $322K 0.03% -87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,207 shares; 2025Q3: 4,146 shares; 2025Q4: 4,178 shares 4,178 $322K 0.03% +32 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: 452 shares; 2024Q4: 154 shares; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 677 shares; 2025Q4: 684 shares 684 $321K 0.03% +7 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $319K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,318 shares; 2025Q4: 3,415 shares 3,415 $318K 0.03% +97 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: 1,178 shares; 2024Q4: 607 shares; 2025Q1: 616 shares; 2025Q2: 603 shares; 2025Q3: 1,063 shares; 2025Q4: 1,115 shares 1,115 $318K 0.03% +52 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 736 shares 736 $314K 0.03% -9 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 2,473 shares; 2025Q3: 6,545 shares; 2025Q4: 6,545 shares 6,545 $313K 0.03% 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: 334 shares; 2024Q4: 2,642 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,596 shares; 2025Q4: 1,896 shares 1,896 $309K 0.03% -700 Timeline EPI 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: 11,431 shares; 2024Q4: 11,431 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares 6,650 $308K 0.03% 0 Timeline BUFG 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: 11,497 shares; 2025Q3: 11,115 shares; 2025Q4: 11,115 shares 11,115 $306K 0.03% 0 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: 14,470 shares; 2024Q4: 13,217 shares; 2025Q1: 13,103 shares; 2025Q2: 13,319 shares; 2025Q3: 11,918 shares; 2025Q4: 12,253 shares 12,253 $305K 0.03% +335 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares 2,111 $299K 0.03% 0 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: 10,079 shares; 2024Q4: 10,165 shares; 2025Q1: 10,308 shares; 2025Q2: 9,292 shares; 2025Q3: 9,441 shares; 2025Q4: 8,489 shares 8,489 $295K 0.03% -952 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 5,711 shares 5,711 $287K 0.03% +1,431 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: 1,724 shares; 2024Q4: 1,225 shares; 2025Q1: 1,229 shares; 2025Q2: 1,225 shares; 2025Q3: 1,442 shares; 2025Q4: 1,458 shares 1,458 $284K 0.03% +16 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: 4,691 shares; 2024Q4: 3,502 shares; 2025Q1: 3,510 shares; 2025Q2: 3,635 shares; 2025Q3: 3,498 shares; 2025Q4: 3,530 shares 3,530 $283K 0.03% +32 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: 2,995 shares; 2024Q4: 2,461 shares; 2025Q1: 2,409 shares; 2025Q2: 2,091 shares; 2025Q3: 1,871 shares; 2025Q4: 1,919 shares 1,919 $275K 0.02% +48 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 3,506 shares; 2025Q1: 3,506 shares; 2025Q2: 3,491 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares 3,186 $273K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,550 shares; 2025Q4: 10,596 shares 10,596 $271K 0.02% +46 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: 1,244 shares; 2024Q4: 1,220 shares; 2025Q1: 1,231 shares; 2025Q2: 1,270 shares; 2025Q3: 1,226 shares; 2025Q4: 1,228 shares 1,228 $270K 0.02% +2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,319 shares; 2025Q4: 1,319 shares 1,319 $270K 0.02% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 136,052 shares; 2025Q4: 136,052 shares 136,052 $265K 0.02% 0 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: 1,705 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,705 shares; 2025Q3: 1,724 shares; 2025Q4: 1,736 shares 1,736 $263K 0.02% +12 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares 7,200 $261K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,692 shares; 2025Q1: 1,699 shares; 2025Q2: 2,641 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares 2,576 $258K 0.02% 0 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: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 716 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197 $254K 0.02% 0 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: 87 shares; 2024Q4: 347 shares; 2025Q1: 348 shares; 2025Q2: 7,467 shares; 2025Q3: 7,698 shares; 2025Q4: 7,698 shares 7,698 $251K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 7,039 shares; 2025Q1: 7,054 shares; 2025Q2: 7,113 shares; 2025Q3: 7,083 shares; 2025Q4: 7,097 shares 7,097 $249K 0.02% +14 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares 6,350 $240K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 4,051 shares; 2025Q4: 4,051 shares 4,051 $237K 0.02% 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: 2,948 shares; 2024Q4: 8,843 shares; 2025Q1: 8,843 shares; 2025Q2: 8,843 shares; 2025Q3: 8,843 shares; 2025Q4: 8,843 shares 8,843 $235K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 1,754 shares; 2025Q1: 1,763 shares; 2025Q2: 1,859 shares; 2025Q3: 7,630 shares; 2025Q4: 7,705 shares 7,705 $230K 0.02% +75 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 2,534 shares; 2025Q1: 2,548 shares; 2025Q2: 2,564 shares; 2025Q3: 2,580 shares; 2025Q4: 2,596 shares 2,596 $230K 0.02% +16 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: 896 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 2,128 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares 1,603 $230K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 400 shares; 2025Q1: 399 shares; 2025Q2: 392 shares; 2025Q3: 501 shares; 2025Q4: 504 shares 504 $228K 0.02% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 330 shares; 2025Q2: 333 shares; 2025Q3: 322 shares; 2025Q4: 435 shares 435 $227K 0.02% +113 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 785 shares; 2025Q3: 774 shares; 2025Q4: 777 shares 777 $224K 0.02% +3 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 964 shares; 2025Q2: 3,913 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $220K 0.02% 0 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: 2,069 shares; 2024Q4: 3,082 shares; 2025Q1: 3,097 shares; 2025Q2: 3,112 shares; 2025Q3: 3,127 shares; 2025Q4: 3,140 shares 3,140 $218K 0.02% +13 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,640 shares 4,640 $218K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 868 shares; 2025Q4: 1,814 shares 1,814 $217K 0.02% +946 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $211K 0.02% 0 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: 1,635 shares; 2024Q4: 746 shares; 2025Q1: 748 shares; 2025Q2: 3,019 shares; 2025Q3: 3,020 shares; 2025Q4: 3,021 shares 3,021 $210K 0.02% +1 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: 515 shares; 2024Q4: 419 shares; 2025Q1: 415 shares; 2025Q2: 437 shares; 2025Q3: 419 shares; 2025Q4: 420 shares 420 $203K 0.02% +1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,387 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares 1,388 $196K 0.02% 0 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: 710 shares; 2024Q4: 700 shares; 2025Q1: 677 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 677 shares 677 $195K 0.02% +2 Timeline BBCA 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: 2,582 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $195K 0.02% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 550 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares 2,327 $192K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 2,448 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares 2,314 $192K 0.02% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 11,543 shares; 2025Q1: 11,543 shares; 2025Q2: 11,543 shares; 2025Q3: 11,543 shares; 2025Q4: 11,543 shares 11,543 $187K 0.02% 0 Timeline FNDX 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: 1,420 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 6,785 shares; 2025Q3: 6,785 shares; 2025Q4: 6,785 shares 6,785 $185K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606 shares; 2025Q4: 605 shares 605 $184K 0.02% -1 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares 1,740 $181K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 652 shares 652 $179K 0.02% -19 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: not reported; 2024Q4: 308 shares; 2025Q1: 535 shares; 2025Q2: 537 shares; 2025Q3: 684 shares; 2025Q4: 604 shares 604 $179K 0.02% -80 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares 3,009 $178K 0.02% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,011 shares; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $178K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,874 shares; 2025Q4: 1,887 shares 1,887 $173K 0.02% +13 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,688 shares; 2025Q1: 1,696 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares 1,688 $173K 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: 2,257 shares; 2024Q4: 1,472 shares; 2025Q1: 738 shares; 2025Q2: 875 shares; 2025Q3: 1,950 shares; 2025Q4: 2,079 shares 2,079 $170K 0.02% +129 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 2,082 shares; 2025Q4: 2,096 shares 2,096 $170K 0.02% +14 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 1,771 shares; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares 1,811 $168K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 650 shares; 2025Q4: 500 shares 500 $165K 0.01% -150 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: 112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 2,695 shares 2,695 $164K 0.01% -335 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,047 shares 9,047 $163K 0.01% +47 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: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,563 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares 1,563 $163K 0.01% 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: 4,565 shares; 2024Q4: 5,258 shares; 2025Q1: 2,785 shares; 2025Q2: 1,650 shares; 2025Q3: 1,684 shares; 2025Q4: 3,626 shares 3,626 $162K 0.01% +1,942 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,568 shares; 2025Q4: 2,587 shares 2,587 $162K 0.01% +19 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 507 shares 507 $161K 0.01% +2 Timeline HYG 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: 1,324 shares; 2024Q4: 1,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: 1,999 shares 1,999 $161K 0.01% +38 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 424 shares; 2025Q3: 452 shares; 2025Q4: 453 shares 453 $160K 0.01% +1 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: 7,574 shares; 2024Q4: 5,718 shares; 2025Q1: 5,730 shares; 2025Q2: 6,287 shares; 2025Q3: 6,189 shares; 2025Q4: 6,333 shares 6,333 $157K 0.01% +144 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,966 shares; 2024Q4: 19,966 shares; 2025Q1: 11,966 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 12,432 shares 12,432 $155K 0.01% +466 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 599 shares 599 $151K 0.01% 0 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: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 5,089 shares 5,089 $150K 0.01% 0 Timeline ARTY 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: 3,093 shares; 2024Q4: 3,093 shares; 2025Q1: 3,093 shares; 2025Q2: 3,093 shares; 2025Q3: 3,093 shares; 2025Q4: 3,093 shares 3,093 $149K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 634 shares; 2025Q3: 1,313 shares; 2025Q4: 1,833 shares 1,833 $147K 0.01% +520 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares 4,845 $145K 0.01% 0 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: 278 shares; 2024Q4: 590 shares; 2025Q1: 182 shares; 2025Q2: 886 shares; 2025Q3: 958 shares; 2025Q4: 1,327 shares 1,327 $142K 0.01% +369 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares 1,380 $141K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 590 shares; 2025Q4: 606 shares 606 $137K 0.01% +16 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: 1,126 shares; 2024Q4: 1,133 shares; 2025Q1: 929 shares; 2025Q2: 936 shares; 2025Q3: 942 shares; 2025Q4: 951 shares 951 $134K 0.01% +9 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,591 shares 1,591 $134K 0.01% +47 Timeline SCHE 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: 3,591 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 4,082 shares 4,082 $134K 0.01% +105 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares 1,905 $133K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 1,400 shares; 2025Q1: 1,410 shares; 2025Q2: 1,400 shares; 2025Q3: 1,423 shares; 2025Q4: 1,430 shares 1,430 $132K 0.01% +7 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: 584 shares; 2024Q4: 708 shares; 2025Q1: 700 shares; 2025Q2: 965 shares; 2025Q3: 1,125 shares; 2025Q4: 1,142 shares 1,142 $132K 0.01% +17 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: 371 shares; 2024Q4: 221 shares; 2025Q1: 217 shares; 2025Q2: 219 shares; 2025Q3: 221 shares; 2025Q4: 232 shares 232 $131K 0.01% +11 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 620 shares; 2025Q1: 605 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $130K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: 3,171 shares 3,171 $129K 0.01% +183 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: 452 shares; 2024Q4: 250 shares; 2025Q1: 230 shares; 2025Q2: 228 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $128K 0.01% 0 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: 452 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 797 shares; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $128K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: 1,007 shares 1,007 $127K 0.01% +8 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 505 shares; 2025Q3: 513 shares; 2025Q4: 493 shares 493 $123K 0.01% -20 Timeline PXF 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: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares 1,841 $121K 0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,577 shares; 2025Q4: 4,577 shares 4,577 $120K 0.01% 0 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $120K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 954 shares 954 $120K 0.01% +55 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,052 shares; 2025Q1: 2,088 shares; 2025Q2: 2,127 shares; 2025Q3: 2,167 shares; 2025Q4: 2,211 shares 2,211 $118K 0.01% +44 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares 1,351 $118K 0.01% 0 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $117K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 146 shares; 2025Q2: 153 shares; 2025Q3: 801 shares; 2025Q4: 805 shares 805 $117K 0.01% +4 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 598 shares; 2025Q1: 551 shares; 2025Q2: 570 shares; 2025Q3: 551 shares; 2025Q4: 558 shares 558 $116K 0.01% +7 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 2,510 shares; 2025Q1: 3,830 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 2,750 shares 2,750 $116K 0.01% -1,100 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $114K 0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $113K 0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares 1,741 $113K 0.01% 0 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: 2,133 shares; 2024Q4: 1,406 shares; 2025Q1: 1,182 shares; 2025Q2: 1,210 shares; 2025Q3: 1,182 shares; 2025Q4: 1,086 shares 1,086 $112K 0.01% -96 Timeline RWK 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: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares 881 $111K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,166 shares 1,166 $111K 0.01% -163 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 130 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $111K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 14 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares 1,270 $110K 0.01% 0 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: 338 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 310 shares; 2025Q3: 367 shares; 2025Q4: 374 shares 374 $108K 0.01% +7 Timeline HUCK HUCKLEBERRY AI INC More: the full row for HUCKLEBERRY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 12,799 shares; 2025Q1: 12,799 shares; 2025Q2: 12,799 shares; 2025Q3: 12,799 shares; 2025Q4: 12,799 shares 12,799 $108K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,701 shares; 2025Q3: 1,595 shares; 2025Q4: 1,356 shares 1,356 $108K 0.01% -239 Timeline ASPIRE BIOPHARMA HLDGS INC … ASPIRE BIOPHARMA HLDGS INC COM More: the full row for ASPIRE BIOPHARMA HLDGS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313,427 shares; 2025Q2: 626,854 shares; 2025Q3: 813,427 shares; 2025Q4: 813,427 shares 813,427 $107K 0.01% 0 AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $107K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 329 shares 329 $106K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $106K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 270 shares 270 $105K 0.01% +7 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: 2,122 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,207 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares 2,197 $105K 0.01% 0 Timeline SUSA 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: 789 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares 744 $104K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 1,178 shares 1,178 $103K 0.01% +35 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: 1,440 shares; 2024Q4: 988 shares; 2025Q1: 1,021 shares; 2025Q2: 989 shares; 2025Q3: 1,031 shares; 2025Q4: 1,060 shares 1,060 $99.2K 0.01% +29 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares 902 $99.1K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 1,614 shares; 2025Q3: 2,052 shares; 2025Q4: 2,058 shares 2,058 $98.5K 0.01% +6 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: not reported; 2025Q3: not reported; 2025Q4: 756 shares 756 $95.8K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,797 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares 1,631 $95.6K 0.01% 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: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 513 shares; 2025Q4: 474 shares 474 $94.6K 0.01% -39 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: 590 shares; 2024Q4: 413 shares; 2025Q1: 424 shares; 2025Q2: 421 shares; 2025Q3: 410 shares; 2025Q4: 411 shares 411 $94.1K 0.01% +1 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: 955 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 839 shares; 2025Q3: 842 shares; 2025Q4: 405 shares 405 $93.7K 0.01% -437 Timeline BBAX 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: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares 1,653 $93.1K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $91.5K 0.01% 0 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: 2,040 shares; 2024Q4: 1,836 shares; 2025Q1: 1,309 shares; 2025Q2: 1,312 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares 1,514 $91.1K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,108 shares; 2025Q1: 860 shares; 2025Q2: 807 shares; 2025Q3: 1,100 shares; 2025Q4: 1,111 shares 1,111 $90.3K 0.01% +11 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: 1,675 shares; 2024Q4: 1,115 shares; 2025Q1: 584 shares; 2025Q2: 726 shares; 2025Q3: 700 shares; 2025Q4: 731 shares 731 $89.7K 0.01% +31 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 948 shares; 2025Q4: 893 shares 893 $89.6K 0.01% -55 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,097 shares; 2025Q1: 960 shares; 2025Q2: 1,075 shares; 2025Q3: 1,264 shares; 2025Q4: 1,390 shares 1,390 $88.6K 0.01% +126 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 438 shares; 2025Q4: 448 shares 448 $88.3K 0.01% +10 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: 1,993 shares; 2024Q4: 1,602 shares; 2025Q1: 1,633 shares; 2025Q2: 1,601 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares 1,619 $87.2K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 1,010 shares 1,010 $86.4K 0.01% +37 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $86.4K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC 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: 391 shares; 2025Q4: 402 shares 402 $85.8K 0.01% +11 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: 2,255 shares; 2024Q4: 1,261 shares; 2025Q1: 1,206 shares; 2025Q2: 1,205 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares 1,076 $85K 0.01% 0 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: 1,107 shares; 2024Q4: 1,105 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766 $84.5K 0.01% 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: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,257 shares 1,257 $84.3K 0.01% +8 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,315 shares 1,315 $82.8K 0.01% -42 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 697 shares; 2025Q3: 757 shares; 2025Q4: 1,015 shares 1,015 $82.4K 0.01% +258 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 7,327 shares; 2025Q4: 7,327 shares 7,327 $82.4K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares 1,536 $81.2K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares 2,277 $79.1K 0.01% 0 Timeline GWX 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: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares 1,929 $78.8K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,302 shares; 2025Q4: 1,356 shares 1,356 $78.2K 0.01% +54 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 235 shares; 2025Q4: 254 shares 254 $77.8K 0.01% +19 Timeline CPRT COPART INC More: the full row for COPART 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: 1,956 shares; 2025Q4: 1,978 shares 1,978 $77.4K 0.01% +22 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares 1,355 $77.1K 0.01% new Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares 809 $77K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 407 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 407 shares 407 $74K 0.01% +7 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 68 shares 68 $73.2K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,439 shares 1,439 $73.2K 0.01% +6 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: 409 shares; 2024Q4: 969 shares; 2025Q1: 268 shares; 2025Q2: 828 shares; 2025Q3: 904 shares; 2025Q4: 1,276 shares 1,276 $72.5K 0.01% +372 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $72K 0.01% 0 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: 467 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 290 shares; 2025Q4: 292 shares 292 $71.9K 0.01% +2 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: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 607 shares; 2025Q2: 708 shares; 2025Q3: 798 shares; 2025Q4: 1,644 shares 1,644 $70.2K 0.01% +846 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 629 shares; 2025Q1: 660 shares; 2025Q2: 704 shares; 2025Q3: 684 shares; 2025Q4: 696 shares 696 $69.5K 0.01% +12 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $69.1K 0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 706 shares; 2025Q4: 706 shares 706 $69.1K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,128 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $69.1K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 632 shares; 2025Q4: 524 shares 524 $69.1K 0.01% -108 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares 2,084 $68.9K 0.01% 0 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: 627 shares; 2024Q4: 10 shares; 2025Q1: 83 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares 936 $68.9K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $65.7K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares 788 $64.9K 0.01% 0 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: 1,897 shares; 2024Q4: 1,898 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 328 shares; 2025Q4: 418 shares 418 $64.8K 0.01% +90 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 680 shares; 2025Q1: 495 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $64.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 353 shares 353 $64K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 64 shares; 2025Q4: 68 shares 68 $63.5K 0.01% +4 Timeline ADSE ADS TEC ENERGY PLC More: the full row for ADS TEC ENERGY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $63.4K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares 891 $63.2K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 533 shares; 2025Q3: 441 shares; 2025Q4: 387 shares 387 $62.7K 0.01% -54 Timeline DIVI 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: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares 1,592 $61.9K 0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 243 shares; 2025Q4: 250 shares 250 $60.9K 0.01% +7 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 188 shares; 2025Q1: 200 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $60.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares 1,330 $59K 0.01% 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: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,831 shares; 2025Q2: 1,833 shares; 2025Q3: 1,710 shares; 2025Q4: 870 shares 870 $58.4K 0.01% -840 Timeline PXH 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: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares 2,256 $58.2K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 751 shares; 2025Q3: 738 shares; 2025Q4: 738 shares 738 $58.1K 0.01% 0 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 640 shares; 2025Q2: 652 shares; 2025Q3: 640 shares; 2025Q4: 1,280 shares 1,280 $58K 0.01% +640 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: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 871 shares; 2025Q4: 871 shares 871 $57K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares 82 $56.4K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 3 shares; 2025Q2: 2 shares; 2025Q3: 194 shares; 2025Q4: 197 shares 197 $56.2K <0.01% +3 Timeline FXI 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: 1,695 shares; 2025Q4: 1,440 shares 1,440 $55.1K <0.01% -255 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $54.8K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares 2,209 $53.8K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 368 shares; 2025Q4: 457 shares 457 $53.8K <0.01% +89 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 400 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 400 shares; 2025Q4: 420 shares 420 $53.6K <0.01% +20 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 679 shares 679 $53.5K <0.01% -38 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 371 shares 371 $53.3K <0.01% 0 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: 1,458 shares; 2024Q4: 1,458 shares; 2025Q1: 1,458 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares 1,445 $52.3K <0.01% 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 420 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $51.9K <0.01% 0 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: 148 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569 $51.2K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 832 shares; 2025Q3: 701 shares; 2025Q4: 701 shares 701 $50.9K <0.01% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $50.3K <0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $49.9K <0.01% 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: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 548 shares; 2025Q4: 548 shares 548 $49.7K <0.01% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 991 shares; 2025Q4: 991 shares 991 $49.4K <0.01% 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: 537 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 163 shares; 2025Q4: 180 shares 180 $49.2K <0.01% +17 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 257 shares 257 $48.3K <0.01% +4 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 277 shares 277 $48.3K <0.01% -108 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 200 shares; 2025Q4: 200 shares 200 $48.1K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 734 shares; 2025Q3: 412 shares; 2025Q4: 1,081 shares 1,081 $48K <0.01% +669 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 628 shares 628 $47.1K <0.01% -90 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 674 shares; 2025Q3: 706 shares; 2025Q4: 724 shares 724 $47.1K <0.01% +18 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 934 shares 934 $46.7K <0.01% -200 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 716 shares 716 $46.1K <0.01% +200 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,074 shares; 2025Q1: 8,074 shares; 2025Q2: 8,074 shares; 2025Q3: 8,074 shares; 2025Q4: 8,074 shares 8,074 $45.8K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 521 shares; 2025Q4: 536 shares 536 $45.2K <0.01% +15 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 364 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 269 shares; 2025Q4: 276 shares 276 $44.9K <0.01% +7 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 357 shares; 2025Q4: 360 shares 360 $44.9K <0.01% +3 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 281 shares 281 $44.8K <0.01% +6 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: 2,580 shares; 2024Q4: 1,789 shares; 2025Q1: 1,625 shares; 2025Q2: 2,183 shares; 2025Q3: 1,552 shares; 2025Q4: 625 shares 625 $43.7K <0.01% -927 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: 1,396 shares; 2024Q4: 1,087 shares; 2025Q1: 1,100 shares; 2025Q2: 535 shares; 2025Q3: 613 shares; 2025Q4: 621 shares 621 $43.1K <0.01% +8 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 527 shares 527 $43K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 1,055 shares; 2025Q4: 1,068 shares 1,068 $42.9K <0.01% +13 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: 191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 151 shares 151 $42.8K <0.01% -46 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 88 shares 88 $42.7K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 5 shares; 2025Q1: 505 shares; 2025Q2: 502 shares; 2025Q3: 500 shares; 2025Q4: 505 shares 505 $41.9K <0.01% +5 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $41.3K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,773 shares 1,773 $40.8K <0.01% +530 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: 864 shares; 2025Q3: 864 shares; 2025Q4: 992 shares 992 $40.8K <0.01% +128 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245 shares; 2025Q4: 150 shares 150 $40.2K <0.01% -95 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 148 shares; 2025Q1: 203 shares; 2025Q2: 164 shares; 2025Q3: 369 shares; 2025Q4: 420 shares 420 $40K <0.01% +51 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $39.5K <0.01% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $39.3K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 50 shares; 2025Q2: 53 shares; 2025Q3: 162 shares; 2025Q4: 171 shares 171 $37.5K <0.01% +9 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 299 shares 299 $37.1K <0.01% +7 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: 98 shares; 2025Q2: 86 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457 $36.4K <0.01% 0 Timeline LSF LAIRD SUPERFOOD INC More: the full row for LAIRD SUPERFOOD 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: 16,000 shares 16,000 $35.5K <0.01% new 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: not reported; 2025Q3: 29 shares; 2025Q4: 29 shares 29 $35.2K <0.01% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799 shares; 2025Q4: 1,564 shares 1,564 $35.1K <0.01% +765 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 70 shares; 2025Q4: 83 shares 83 $35K <0.01% +13 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 60 shares 60 $34.8K <0.01% +1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 3,285 shares; 2025Q1: 2,470 shares; 2025Q2: 2,458 shares; 2025Q3: 2,599 shares; 2025Q4: 2,646 shares 2,646 $34.7K <0.01% +47 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 588 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $33.8K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $32.7K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,294 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 483 shares; 2025Q4: 420 shares 420 $32.6K <0.01% -63 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 450 shares 450 $32.2K <0.01% +225 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 6,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares 529 $31.7K <0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $31.7K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 129 shares 129 $31.4K <0.01% +1 Timeline IGV 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: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 293 shares 293 $31K <0.01% +1 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 534 shares 534 $30.9K <0.01% +182 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 48 shares; 2025Q2: not reported; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares 1,186 $30.9K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 94 shares 94 $30.9K <0.01% +4 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $30.7K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254 $30.4K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $30.3K <0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,000 shares; 2025Q4: 2,384 shares 2,384 $30.2K <0.01% -616 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares 661 $29.9K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637 $29.7K <0.01% 0 Timeline SCHH 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: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares 1,402 $29.3K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 247 shares; 2025Q1: 298 shares; 2025Q2: 273 shares; 2025Q3: 256 shares; 2025Q4: 304 shares 304 $29.2K <0.01% +48 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 81 shares; 2025Q4: 80 shares 80 $28.8K <0.01% -1 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 26 shares; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares 415 $28.5K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 110 shares; 2025Q1: 115 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 91 shares 91 $28.4K <0.01% +1 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 822 shares; 2025Q4: 206 shares 206 $28.4K <0.01% -616 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares 373 $28.4K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 98 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $28.3K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $28.1K <0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781 shares; 2025Q4: 530 shares 530 $28K <0.01% -251 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $27.2K <0.01% 0 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS 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: 322 shares; 2025Q4: 330 shares 330 $27.1K <0.01% +8 Timeline XT 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: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares 385 $26.9K <0.01% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 142 shares 142 $26.8K <0.01% +9 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 120 shares 120 $26.8K <0.01% -14 Timeline MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC More: the full row for MIND MEDICINE MINDMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares 1,999 $26.8K <0.01% 0 OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,520 shares; 2025Q4: 4,500 shares 4,500 $26.2K <0.01% -20 Timeline BIDD 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: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $26.2K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 625 shares; 2025Q4: 125 shares 125 $26K <0.01% -500 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 128 shares; 2025Q4: 147 shares 147 $25.9K <0.01% +19 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares 581 $25.9K <0.01% 0 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: 113 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 2 shares; 2025Q3: 122 shares; 2025Q4: 126 shares 126 $25.8K <0.01% +4 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $25.5K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 86 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 168 shares; 2025Q4: 177 shares 177 $25.5K <0.01% +9 Timeline 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: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 128 shares 128 $25.4K <0.01% +13 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 639 shares; 2025Q3: 609 shares; 2025Q4: 609 shares 609 $25.4K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 347 shares 347 $25.2K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 283 shares; 2025Q4: 299 shares 299 $25K <0.01% +16 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 96 shares; 2025Q4: 103 shares 103 $24.9K <0.01% +7 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 186 shares; 2025Q3: 117 shares; 2025Q4: 144 shares 144 $24.6K <0.01% +27 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 65 shares; 2025Q4: 171 shares 171 $24.6K <0.01% +106 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares 171 $24.5K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 348 shares 348 $24.4K <0.01% +180 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,049 shares; 2025Q4: 3,049 shares 3,049 $24.2K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 303 shares 303 $24.2K <0.01% +12 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 18 shares; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 294 shares 294 $24.1K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST 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: 240 shares; 2025Q4: 240 shares 240 $23.8K <0.01% 0 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: 112 shares; 2024Q4: 37 shares; 2025Q1: 41 shares; 2025Q2: 37 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51 $23.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 394 shares 394 $23.7K <0.01% +146 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $23.4K <0.01% new Timeline DLPN DOLPHIN ENTMT INC More: the full row for DOLPHIN ENTMT 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: 15,000 shares 15,000 $23.4K <0.01% new Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $23.3K <0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 66 shares; 2025Q4: 73 shares 73 $23.2K <0.01% +7 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,187 shares; 2025Q3: 5,169 shares; 2025Q4: 491 shares 491 $22.9K <0.01% -4,678 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 140 shares 140 $22.8K <0.01% +10 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE 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: 2,000 shares 2,000 $22.7K <0.01% new Timeline ATAIBECKLEY INC ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares 5,540 $22.7K <0.01% 0 VLUE 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: 765 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $22.6K <0.01% 0 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: 2,646 shares; 2024Q4: 1,870 shares; 2025Q1: 228 shares; 2025Q2: 201 shares; 2025Q3: 353 shares; 2025Q4: 353 shares 353 $22.5K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI 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: 102 shares; 2025Q4: 91 shares 91 $22.1K <0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares 275 $22K <0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $21.8K <0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 383 shares; 2025Q1: 384 shares; 2025Q2: 385 shares; 2025Q3: 386 shares; 2025Q4: 387 shares 387 $21.8K <0.01% +1 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $21.8K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 739 shares; 2025Q3: 726 shares; 2025Q4: 726 shares 726 $21.4K <0.01% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $21.3K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares 467 $21.3K <0.01% 0 Timeline KOMP 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares 351 $21K <0.01% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,307 shares; 2025Q1: 1,179 shares; 2025Q2: 1,186 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193 $20.9K <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 786 shares 786 $20.8K <0.01% +515 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: 265 shares; 2025Q4: 269 shares 269 $20.6K <0.01% +4 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 224 shares 224 $20.6K <0.01% +44 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 161 shares 161 $20.6K <0.01% +8 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $20.5K <0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 164 shares 164 $20.4K <0.01% +16 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,185 shares; 2025Q1: 1,097 shares; 2025Q2: 1,080 shares; 2025Q3: 1,425 shares; 2025Q4: 275 shares 275 $20.3K <0.01% -1,150 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: 758 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 514 shares 514 $20.2K <0.01% +14 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 163 shares 163 $20.2K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $20.2K <0.01% 0 Timeline SUSC 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: 789 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares 861 $20.1K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 117 shares 117 $20K <0.01% +29 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $19.8K <0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $19.8K <0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 60 shares 60 $19.7K <0.01% +6 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 54 shares; 2025Q3: 74 shares; 2025Q4: 86 shares 86 $19.6K <0.01% +12 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: 29 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 46 shares 46 $19.4K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 613 shares 613 $19.3K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 366 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243 $19.3K <0.01% 0 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: 200 shares; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 87 shares; 2025Q3: 470 shares; 2025Q4: 520 shares 520 $19.2K <0.01% +50 Timeline