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: 185,605 shares; 2024Q4: 296,604 shares; 2025Q1: 206,006 shares; 2025Q2: 250,753 shares; 2025Q3: 259,598 shares; 2025Q4: 302,667 shares 302,667 $209M 6.63% +43,069 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: 976,640 shares; 2024Q4: 950,314 shares; 2025Q1: 814,053 shares; 2025Q2: 1,093,200 shares; 2025Q3: 1,072,300 shares; 2025Q4: 1,121,998 shares 1,121,998 $209M 6.61% +49,698 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: 150,967 shares; 2024Q4: 202,800 shares; 2025Q1: 136,120 shares; 2025Q2: 180,500 shares; 2025Q3: 163,707 shares; 2025Q4: 171,147 shares 171,147 $106M 3.37% +7,440 Timeline BKLN 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: 3,023,562 shares; 2024Q4: 3,687,906 shares; 2025Q1: 3,911,889 shares; 2025Q2: 4,080,657 shares; 2025Q3: 4,278,927 shares; 2025Q4: 4,321,772 shares 4,321,772 $91M 2.88% +42,845 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: 288,349 shares; 2024Q4: 258,823 shares; 2025Q1: 234,306 shares; 2025Q2: 296,123 shares; 2025Q3: 331,041 shares; 2025Q4: 354,646 shares 354,646 $90.6M 2.87% +23,605 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: 43,835 shares; 2024Q4: 239,355 shares; 2025Q1: 267,648 shares; 2025Q2: 245,968 shares; 2025Q3: 196,783 shares; 2025Q4: 198,084 shares 198,084 $83.5M 2.64% +1,301 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: 184,604 shares; 2024Q4: 181,003 shares; 2025Q1: 180,251 shares; 2025Q2: 266,806 shares; 2025Q3: 268,144 shares; 2025Q4: 262,935 shares 262,935 $62.9M 1.99% -5,209 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: 124,858 shares; 2024Q4: 135,200 shares; 2025Q1: 138,251 shares; 2025Q2: 233,289 shares; 2025Q3: 194,059 shares; 2025Q4: 182,961 shares 182,961 $60.4M 1.91% -11,098 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: 91,502 shares; 2024Q4: 92,795 shares; 2025Q1: 84,037 shares; 2025Q2: 132,367 shares; 2025Q3: 121,054 shares; 2025Q4: 108,012 shares 108,012 $49.7M 1.57% -13,042 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: 63,276 shares; 2024Q4: 94,768 shares; 2025Q1: 126,910 shares; 2025Q2: 133,009 shares; 2025Q3: 132,384 shares; 2025Q4: 138,148 shares 138,148 $48.6M 1.54% +5,764 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: 47,458 shares; 2024Q4: 57,841 shares; 2025Q1: 56,929 shares; 2025Q2: 71,768 shares; 2025Q3: 73,322 shares; 2025Q4: 73,917 shares 73,917 $47M 1.49% +595 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,668 shares; 2024Q4: 9,820 shares; 2025Q1: 10,055 shares; 2025Q2: 469,752 shares; 2025Q3: 484,161 shares; 2025Q4: 490,467 shares 490,467 $44.5M 1.41% +6,306 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: 84,120 shares; 2024Q4: 81,027 shares; 2025Q1: 50,207 shares; 2025Q2: 55,431 shares; 2025Q3: 84,821 shares; 2025Q4: 68,142 shares 68,142 $42.3M 1.34% -16,679 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: 45,849 shares; 2024Q4: 81,747 shares; 2025Q1: 117,354 shares; 2025Q2: 132,915 shares; 2025Q3: 119,083 shares; 2025Q4: 111,445 shares 111,445 $38.2M 1.21% -7,638 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: 114,692 shares; 2024Q4: 105,549 shares; 2025Q1: 105,907 shares; 2025Q2: 114,727 shares; 2025Q3: 113,470 shares; 2025Q4: 112,556 shares 112,556 $37.2M 1.18% -914 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: 145,978 shares; 2024Q4: 161,887 shares; 2025Q1: 221,056 shares; 2025Q2: 264,533 shares; 2025Q3: 281,014 shares; 2025Q4: 307,526 shares 307,526 $33M 1.04% +26,512 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 483,977 shares; 2025Q3: 1,133,088 shares; 2025Q4: 1,270,624 shares 1,270,624 $32.9M 1.04% +137,536 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: 47,654 shares; 2024Q4: 46,806 shares; 2025Q1: 35,897 shares; 2025Q2: 42,105 shares; 2025Q3: 53,641 shares; 2025Q4: 594,983 shares 594,983 $32.4M 1.03% +541,342 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: 115,429 shares; 2024Q4: 174,177 shares; 2025Q1: 226,556 shares; 2025Q2: 212,973 shares; 2025Q3: 143,549 shares; 2025Q4: 136,293 shares 136,293 $31.6M 1% -7,256 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,417 shares; 2025Q4: 747,744 shares 747,744 $31M 0.98% +733,327 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,102 shares; 2024Q4: 38,517 shares; 2025Q1: 33,689 shares; 2025Q2: 34,038 shares; 2025Q3: 41,870 shares; 2025Q4: 42,774 shares 42,774 $29.7M 0.94% +904 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: 219,542 shares; 2024Q4: 219,084 shares; 2025Q1: 298,675 shares; 2025Q2: 385,994 shares; 2025Q3: 452,010 shares; 2025Q4: 501,205 shares 501,205 $29.2M 0.92% +49,195 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: 102,066 shares; 2024Q4: 10,052 shares; 2025Q1: 2,376 shares; 2025Q2: 71,666 shares; 2025Q3: 72,794 shares; 2025Q4: 105,860 shares 105,860 $28.1M 0.89% +33,066 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: 23,483 shares; 2024Q4: 23,751 shares; 2025Q1: 21,247 shares; 2025Q2: 27,398 shares; 2025Q3: 26,108 shares; 2025Q4: 28,333 shares 28,333 $27.3M 0.86% +2,225 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736,600 shares; 2024Q4: 736,600 shares; 2025Q1: 736,600 shares; 2025Q2: 750,254 shares; 2025Q3: 1,840,941 shares; 2025Q4: 1,834,341 shares 1,834,341 $27.2M 0.86% -6,600 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: 19,042 shares; 2024Q4: 24,575 shares; 2025Q1: 126,605 shares; 2025Q2: 151,699 shares; 2025Q3: 158,074 shares; 2025Q4: 152,655 shares 152,655 $26.1M 0.83% -5,419 Timeline VMBS 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: 145,195 shares; 2024Q4: 149,921 shares; 2025Q1: 164,676 shares; 2025Q2: 237,685 shares; 2025Q3: 337,981 shares; 2025Q4: 465,412 shares 465,412 $22M 0.7% +127,431 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813,589 shares; 2024Q4: 630,170 shares; 2025Q1: 1,047,039 shares; 2025Q2: 941,215 shares; 2025Q3: 856,158 shares; 2025Q4: 832,681 shares 832,681 $21.8M 0.69% -23,477 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: 34,902 shares; 2024Q4: 30,096 shares; 2025Q1: 4,206 shares; 2025Q2: 13,547 shares; 2025Q3: 183,275 shares; 2025Q4: 263,151 shares 263,151 $21.4M 0.68% +79,876 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,491 shares; 2024Q4: 74,807 shares; 2025Q1: 76,837 shares; 2025Q2: 80,487 shares; 2025Q3: 83,261 shares; 2025Q4: 84,444 shares 84,444 $20.6M 0.65% +1,183 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,114 shares; 2025Q2: 10,731 shares; 2025Q3: 12,910 shares; 2025Q4: 350,570 shares 350,570 $19M 0.6% +337,660 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: 47,872 shares; 2024Q4: 90,740 shares; 2025Q1: 85,358 shares; 2025Q2: 102,470 shares; 2025Q3: 100,539 shares; 2025Q4: 101,272 shares 101,272 $19M 0.6% +733 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: 31,017 shares; 2024Q4: 32,164 shares; 2025Q1: 25,964 shares; 2025Q2: 29,264 shares; 2025Q3: 31,936 shares; 2025Q4: 43,158 shares 43,158 $18.9M 0.6% +11,222 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: 243,443 shares; 2024Q4: 202,839 shares; 2025Q1: 258,081 shares; 2025Q2: 324,699 shares; 2025Q3: 371,337 shares; 2025Q4: 402,443 shares 402,443 $18.6M 0.59% +31,106 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: 8,415 shares; 2024Q4: 6,283 shares; 2025Q1: 5,465 shares; 2025Q2: 49,555 shares; 2025Q3: 58,841 shares; 2025Q4: 54,743 shares 54,743 $18.1M 0.57% -4,098 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: 93,362 shares; 2024Q4: 100,284 shares; 2025Q1: 86,885 shares; 2025Q2: 95,543 shares; 2025Q3: 88,706 shares; 2025Q4: 85,141 shares 85,141 $17.9M 0.57% -3,565 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,379 shares; 2024Q4: 116,743 shares; 2025Q1: 223,094 shares; 2025Q2: 255,656 shares; 2025Q3: 219,833 shares; 2025Q4: 221,156 shares 221,156 $16.5M 0.52% +1,323 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: 7,071 shares; 2024Q4: 5,800 shares; 2025Q1: 5,331 shares; 2025Q2: 8,229 shares; 2025Q3: 41,690 shares; 2025Q4: 39,583 shares 39,583 $14.4M 0.45% -2,107 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: 29,949 shares; 2024Q4: 8,167 shares; 2025Q1: 37,276 shares; 2025Q2: 26,249 shares; 2025Q3: 44,674 shares; 2025Q4: 141,975 shares 141,975 $14.2M 0.45% +97,301 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,311 shares; 2024Q4: 5,842 shares; 2025Q1: 7,588 shares; 2025Q2: 9,003 shares; 2025Q3: 8,644 shares; 2025Q4: 120,112 shares 120,112 $13.3M 0.42% +111,468 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,529 shares; 2024Q4: 88,050 shares; 2025Q1: 112,069 shares; 2025Q2: 281,756 shares; 2025Q3: 238,739 shares; 2025Q4: 243,587 shares 243,587 $12.6M 0.4% +4,848 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: 57,735 shares; 2024Q4: 53,481 shares; 2025Q1: 51,600 shares; 2025Q2: 61,792 shares; 2025Q3: 58,728 shares; 2025Q4: 57,273 shares 57,273 $12.5M 0.4% -1,455 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: 27,485 shares; 2024Q4: 28,382 shares; 2025Q1: 32,238 shares; 2025Q2: 25,811 shares; 2025Q3: 34,293 shares; 2025Q4: 35,656 shares 35,656 $12.2M 0.39% +1,363 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: 132,408 shares; 2024Q4: 124,520 shares; 2025Q1: 139,371 shares; 2025Q2: 198,358 shares; 2025Q3: 200,309 shares; 2025Q4: 215,879 shares 215,879 $12.1M 0.38% +15,570 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,743 shares; 2025Q1: 16,843 shares; 2025Q2: 166,185 shares; 2025Q3: 173,962 shares; 2025Q4: 147,542 shares 147,542 $11.9M 0.38% -26,420 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: 28,825 shares; 2024Q4: 25,420 shares; 2025Q1: 27,885 shares; 2025Q2: 36,293 shares; 2025Q3: 32,686 shares; 2025Q4: 33,513 shares 33,513 $11M 0.35% +827 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: 38,824 shares; 2024Q4: 31,546 shares; 2025Q1: 27,647 shares; 2025Q2: 44,145 shares; 2025Q3: 41,472 shares; 2025Q4: 65,121 shares 65,121 $10.8M 0.34% +23,649 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: 41,822 shares; 2024Q4: 33,403 shares; 2025Q1: 35,545 shares; 2025Q2: 55,666 shares; 2025Q3: 52,449 shares; 2025Q4: 80,699 shares 80,699 $10.5M 0.33% +28,250 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,121 shares; 2025Q1: 39,947 shares; 2025Q2: 31,083 shares; 2025Q3: 27,859 shares; 2025Q4: 27,521 shares 27,521 $10.2M 0.32% -338 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972,444 shares; 2024Q4: 2,413,215 shares; 2025Q1: 211,988 shares; 2025Q2: 281,431 shares; 2025Q3: 376,156 shares; 2025Q4: 423,914 shares 423,914 $10.1M 0.32% +47,758 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: 31,134 shares; 2024Q4: 26,279 shares; 2025Q1: 27,186 shares; 2025Q2: 40,558 shares; 2025Q3: 33,500 shares; 2025Q4: 32,263 shares 32,263 $10.1M 0.32% -1,237 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: 214,242 shares; 2024Q4: 228,337 shares; 2025Q1: 282,814 shares; 2025Q2: 345,388 shares; 2025Q3: 403,300 shares; 2025Q4: 422,433 shares 422,433 $9.73M 0.31% +19,133 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156,852 shares; 2025Q1: 276,693 shares; 2025Q2: 303,594 shares; 2025Q3: 302,088 shares; 2025Q4: 295,135 shares 295,135 $9.63M 0.3% -6,953 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: 102,533 shares; 2024Q4: 88,866 shares; 2025Q1: 86,418 shares; 2025Q2: 149,618 shares; 2025Q3: 147,566 shares; 2025Q4: 146,361 shares 146,361 $9.53M 0.3% -1,205 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227,574 shares; 2025Q4: 195,911 shares 195,911 $9.44M 0.3% -31,663 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 3,025 shares; 2025Q1: 4,736 shares; 2025Q2: 6,776 shares; 2025Q3: 6,475 shares; 2025Q4: 6,870 shares 6,870 $9.33M 0.3% +395 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: 90,399 shares; 2024Q4: 84,666 shares; 2025Q1: 101,294 shares; 2025Q2: 103,288 shares; 2025Q3: 109,887 shares; 2025Q4: 105,966 shares 105,966 $9.14M 0.29% -3,921 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: 54,298 shares; 2024Q4: 45,717 shares; 2025Q1: 43,051 shares; 2025Q2: 68,911 shares; 2025Q3: 97,559 shares; 2025Q4: 126,947 shares 126,947 $9M 0.29% +29,388 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: 37,270 shares; 2025Q1: 28,629 shares; 2025Q2: 36,633 shares; 2025Q3: 38,840 shares; 2025Q4: 40,311 shares 40,311 $8.99M 0.28% +1,471 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,946 shares; 2024Q4: 83,992 shares; 2025Q1: 84,243 shares; 2025Q2: 92,492 shares; 2025Q3: 96,276 shares; 2025Q4: 93,831 shares 93,831 $8.86M 0.28% -2,445 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: 92,401 shares; 2024Q4: 89,632 shares; 2025Q1: 92,382 shares; 2025Q2: 93,275 shares; 2025Q3: 88,431 shares; 2025Q4: 185,167 shares 185,167 $8.83M 0.28% +96,736 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: 52,958 shares; 2024Q4: 44,175 shares; 2025Q1: 43,050 shares; 2025Q2: 73,321 shares; 2025Q3: 72,742 shares; 2025Q4: 73,707 shares 73,707 $8.78M 0.28% +965 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,937 shares; 2025Q4: 249,631 shares 249,631 $8.5M 0.27% +153,694 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: 21,114 shares; 2024Q4: 12,678 shares; 2025Q1: 16,720 shares; 2025Q2: 56,726 shares; 2025Q3: 52,498 shares; 2025Q4: 51,321 shares 51,321 $8.39M 0.27% -1,177 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: 88,217 shares; 2024Q4: 69,835 shares; 2025Q1: 80,999 shares; 2025Q2: 108,251 shares; 2025Q3: 104,821 shares; 2025Q4: 110,243 shares 110,243 $8.29M 0.26% +5,422 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: 75,792 shares; 2024Q4: 80,189 shares; 2025Q1: 97,329 shares; 2025Q2: 127,893 shares; 2025Q3: 152,998 shares; 2025Q4: 164,235 shares 164,235 $8.17M 0.26% +11,237 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,060 shares; 2025Q4: 170,008 shares 170,008 $7.99M 0.25% +48,948 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: 243,081 shares; 2024Q4: 233,357 shares; 2025Q1: 188,121 shares; 2025Q2: 143,682 shares; 2025Q3: 159,983 shares; 2025Q4: 170,950 shares 170,950 $7.97M 0.25% +10,967 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: 8,912 shares; 2024Q4: 6,114 shares; 2025Q1: 7,031 shares; 2025Q2: 7,455 shares; 2025Q3: 7,583 shares; 2025Q4: 7,582 shares 7,582 $7.87M 0.25% -1 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: 30,105 shares; 2024Q4: 37,427 shares; 2025Q1: 41,696 shares; 2025Q2: 64,468 shares; 2025Q3: 79,791 shares; 2025Q4: 84,008 shares 84,008 $7.79M 0.25% +4,217 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: 58,141 shares; 2024Q4: 51,080 shares; 2025Q1: 41,882 shares; 2025Q2: 32,656 shares; 2025Q3: 60,450 shares; 2025Q4: 61,114 shares 61,114 $7.57M 0.24% +664 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: 43,794 shares; 2024Q4: 32,228 shares; 2025Q1: 28,903 shares; 2025Q2: 37,239 shares; 2025Q3: 41,089 shares; 2025Q4: 41,557 shares 41,557 $7.22M 0.23% +468 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: 6,934 shares; 2024Q4: 6,073 shares; 2025Q1: 8,329 shares; 2025Q2: 12,071 shares; 2025Q3: 12,765 shares; 2025Q4: 13,350 shares 13,350 $7.2M 0.23% +585 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,344 shares; 2025Q1: 65,971 shares; 2025Q2: 71,040 shares; 2025Q3: 69,509 shares; 2025Q4: 65,455 shares 65,455 $6.92M 0.22% -4,054 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: 82,845 shares; 2024Q4: 73,186 shares; 2025Q1: 63,311 shares; 2025Q2: 43,561 shares; 2025Q3: 94,073 shares; 2025Q4: 110,636 shares 110,636 $6.76M 0.21% +16,563 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,944 shares; 2024Q4: 37,149 shares; 2025Q1: 31,279 shares; 2025Q2: 55,153 shares; 2025Q3: 73,660 shares; 2025Q4: 76,675 shares 76,675 $6.73M 0.21% +3,015 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: 21,272 shares; 2024Q4: 13,139 shares; 2025Q1: 14,057 shares; 2025Q2: 28,604 shares; 2025Q3: 21,897 shares; 2025Q4: 35,228 shares 35,228 $6.73M 0.21% +13,331 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: 15,549 shares; 2024Q4: 13,253 shares; 2025Q1: 13,031 shares; 2025Q2: 17,717 shares; 2025Q3: 17,410 shares; 2025Q4: 11,767 shares 11,767 $6.69M 0.21% -5,643 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: 93,105 shares; 2024Q4: 79,004 shares; 2025Q1: 86,887 shares; 2025Q2: 105,773 shares; 2025Q3: 93,251 shares; 2025Q4: 94,366 shares 94,366 $6.65M 0.21% +1,115 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: 24,577 shares; 2024Q4: 18,105 shares; 2025Q1: 19,893 shares; 2025Q2: 30,776 shares; 2025Q3: 30,826 shares; 2025Q4: 30,426 shares 30,426 $6.52M 0.21% -400 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,370 shares; 2024Q4: 40,579 shares; 2025Q1: 51,316 shares; 2025Q2: 62,289 shares; 2025Q3: 64,398 shares; 2025Q4: 55,919 shares 55,919 $6.51M 0.21% -8,479 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: 22,066 shares; 2024Q4: 23,114 shares; 2025Q1: 22,368 shares; 2025Q2: 96,567 shares; 2025Q3: 121,456 shares; 2025Q4: 122,230 shares 122,230 $6.47M 0.2% +774 Timeline VGLT 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: 42,346 shares; 2024Q4: 53,303 shares; 2025Q1: 59,053 shares; 2025Q2: 170,666 shares; 2025Q3: 120,019 shares; 2025Q4: 115,409 shares 115,409 $6.47M 0.2% -4,610 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: 10,043 shares; 2024Q4: 7,666 shares; 2025Q1: 8,026 shares; 2025Q2: 67,753 shares; 2025Q3: 69,774 shares; 2025Q4: 66,316 shares 66,316 $6.36M 0.2% -3,458 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: 5,076 shares; 2024Q4: 7,227 shares; 2025Q1: 11,472 shares; 2025Q2: 10,748 shares; 2025Q3: 11,453 shares; 2025Q4: 11,744 shares 11,744 $6.28M 0.2% +291 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: 42,630 shares; 2024Q4: 48,657 shares; 2025Q1: 50,115 shares; 2025Q2: 90,404 shares; 2025Q3: 87,953 shares; 2025Q4: 89,411 shares 89,411 $6.26M 0.2% +1,458 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,411 shares; 2025Q4: 58,871 shares 58,871 $6.09M 0.19% +17,460 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: 12,154 shares; 2024Q4: 11,252 shares; 2025Q1: 12,322 shares; 2025Q2: 9,757 shares; 2025Q3: 21,074 shares; 2025Q4: 27,749 shares 27,749 $6.03M 0.19% +6,675 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: 4,466 shares; 2024Q4: 2,930 shares; 2025Q1: 8,765 shares; 2025Q2: 12,736 shares; 2025Q3: 12,845 shares; 2025Q4: 13,119 shares 13,119 $5.95M 0.19% +274 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: 146,673 shares; 2024Q4: 109,890 shares; 2025Q1: 121,297 shares; 2025Q2: 124,317 shares; 2025Q3: 134,683 shares; 2025Q4: 144,308 shares 144,308 $5.62M 0.18% +9,625 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: 9,788 shares; 2024Q4: 7,358 shares; 2025Q1: 8,977 shares; 2025Q2: 12,024 shares; 2025Q3: 14,642 shares; 2025Q4: 24,562 shares 24,562 $5.58M 0.18% +9,920 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,603 shares; 2024Q4: 33,380 shares; 2025Q1: 27,939 shares; 2025Q2: 28,569 shares; 2025Q3: 28,522 shares; 2025Q4: 28,599 shares 28,599 $5.5M 0.17% +77 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares; 2025Q3: 107,108 shares; 2025Q4: 118,345 shares 118,345 $5.41M 0.17% +11,237 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: 30,667 shares; 2024Q4: 32,752 shares; 2025Q1: 30,831 shares; 2025Q2: 22,535 shares; 2025Q3: 36,980 shares; 2025Q4: 26,421 shares 26,421 $5.37M 0.17% -10,559 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: 3,999 shares; 2024Q4: 3,464 shares; 2025Q1: 4,517 shares; 2025Q2: 8,274 shares; 2025Q3: 6,189 shares; 2025Q4: 5,574 shares 5,574 $5.36M 0.17% -615 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: 8,474 shares; 2024Q4: 7,386 shares; 2025Q1: 8,938 shares; 2025Q2: 14,459 shares; 2025Q3: 14,210 shares; 2025Q4: 14,016 shares 14,016 $5.33M 0.17% -194 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: 7,499 shares; 2024Q4: 8,027 shares; 2025Q1: 2,984 shares; 2025Q2: 34,326 shares; 2025Q3: 13,558 shares; 2025Q4: 13,258 shares 13,258 $5.31M 0.17% -300 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,968 shares; 2025Q4: 210,601 shares 210,601 $5.27M 0.17% +64,633 Timeline SPIB 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: 87,964 shares; 2024Q4: 89,964 shares; 2025Q1: 89,867 shares; 2025Q2: 147,169 shares; 2025Q3: 147,790 shares; 2025Q4: 155,210 shares 155,210 $5.25M 0.17% +7,420 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: 98,757 shares; 2024Q4: 80,980 shares; 2025Q1: 90,295 shares; 2025Q2: 97,016 shares; 2025Q3: 99,122 shares; 2025Q4: 98,958 shares 98,958 $5.24M 0.17% -164 Timeline CLOA 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: 16,546 shares; 2024Q4: 15,146 shares; 2025Q1: 14,039 shares; 2025Q2: 9,938 shares; 2025Q3: 67,471 shares; 2025Q4: 99,623 shares 99,623 $5.17M 0.16% +32,152 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: 182,727 shares; 2024Q4: 122,205 shares; 2025Q1: 146,797 shares; 2025Q2: 118,019 shares; 2025Q3: 105,546 shares; 2025Q4: 101,679 shares 101,679 $5.16M 0.16% -3,867 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,487 shares; 2024Q4: 61,989 shares; 2025Q1: 45,272 shares; 2025Q2: 43,054 shares; 2025Q3: 82,642 shares; 2025Q4: 69,764 shares 69,764 $5.12M 0.16% -12,878 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: 5,228 shares; 2024Q4: 5,871 shares; 2025Q1: 4,218 shares; 2025Q2: 55,385 shares; 2025Q3: 83,736 shares; 2025Q4: 41,673 shares 41,673 $5.1M 0.16% -42,063 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: 528 shares; 2024Q4: 648 shares; 2025Q1: 806 shares; 2025Q2: 1,672 shares; 2025Q3: 2,307 shares; 2025Q4: 3,224 shares 3,224 $5.05M 0.16% +917 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: 138,892 shares; 2024Q4: 41,723 shares; 2025Q1: 45,191 shares; 2025Q2: 47,594 shares; 2025Q3: 44,539 shares; 2025Q4: 67,293 shares 67,293 $4.99M 0.16% +22,754 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,610 shares; 2025Q4: 57,838 shares 57,838 $4.94M 0.16% -15,772 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: 11,624 shares; 2024Q4: 8,660 shares; 2025Q1: 7,378 shares; 2025Q2: 24,328 shares; 2025Q3: 22,615 shares; 2025Q4: 21,483 shares 21,483 $4.93M 0.16% -1,132 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: 8,276 shares; 2024Q4: 7,160 shares; 2025Q1: 7,403 shares; 2025Q2: 9,324 shares; 2025Q3: 9,147 shares; 2025Q4: 9,935 shares 9,935 $4.9M 0.16% +788 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: 92,247 shares; 2024Q4: 69,275 shares; 2025Q1: 79,603 shares; 2025Q2: 94,241 shares; 2025Q3: 93,874 shares; 2025Q4: 97,709 shares 97,709 $4.9M 0.16% +3,835 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: 65,249 shares; 2024Q4: 64,044 shares; 2025Q1: 67,626 shares; 2025Q2: 77,878 shares; 2025Q3: 79,589 shares; 2025Q4: 79,310 shares 79,310 $4.9M 0.16% -279 Timeline MGV 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: 12,582 shares; 2024Q4: 10,975 shares; 2025Q1: 13,776 shares; 2025Q2: 15,656 shares; 2025Q3: 31,643 shares; 2025Q4: 32,806 shares 32,806 $4.82M 0.15% +1,163 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: 31,134 shares; 2024Q4: 8,623 shares; 2025Q1: 11,641 shares; 2025Q2: 71,524 shares; 2025Q3: 73,287 shares; 2025Q4: 73,687 shares 73,687 $4.74M 0.15% +400 Timeline DFUS 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: 13,376 shares; 2024Q4: 10,154 shares; 2025Q1: 14,154 shares; 2025Q2: 10,549 shares; 2025Q3: 10,556 shares; 2025Q4: 61,481 shares 61,481 $4.64M 0.15% +50,925 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,197 shares; 2025Q2: 15,034 shares; 2025Q3: 15,094 shares; 2025Q4: 14,739 shares 14,739 $4.62M 0.15% -355 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: 11,010 shares; 2024Q4: 5,454 shares; 2025Q1: 6,439 shares; 2025Q2: 9,349 shares; 2025Q3: 11,153 shares; 2025Q4: 15,490 shares 15,490 $4.59M 0.15% +4,337 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,399 shares; 2025Q1: 2,873 shares; 2025Q2: 3,077 shares; 2025Q3: 4,259 shares; 2025Q4: 35,835 shares 35,835 $4.56M 0.14% +31,576 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: 17,995 shares; 2024Q4: 17,314 shares; 2025Q1: 17,442 shares; 2025Q2: 99,661 shares; 2025Q3: 64,387 shares; 2025Q4: 52,563 shares 52,563 $4.49M 0.14% -11,824 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: 2,077 shares; 2024Q4: 3,422 shares; 2025Q1: 3,835 shares; 2025Q2: 3,970 shares; 2025Q3: 8,980 shares; 2025Q4: 12,822 shares 12,822 $4.4M 0.14% +3,842 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,946 shares; 2025Q4: 60,757 shares 60,757 $4.35M 0.14% -1,189 Timeline HYGW 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: 133,088 shares; 2025Q4: 142,381 shares 142,381 $4.26M 0.13% +9,293 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 579 shares; 2025Q1: not reported; 2025Q2: 5,462 shares; 2025Q3: 7,621 shares; 2025Q4: 8,900 shares 8,900 $4.19M 0.13% +1,279 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: 127,270 shares; 2024Q4: 125,675 shares; 2025Q1: 124,895 shares; 2025Q2: 154,716 shares; 2025Q3: 153,138 shares; 2025Q4: 152,147 shares 152,147 $4.16M 0.13% -991 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: 2,299 shares; 2024Q4: 2,627 shares; 2025Q1: 3,051 shares; 2025Q2: 4,173 shares; 2025Q3: 3,902 shares; 2025Q4: 47,142 shares 47,142 $4.15M 0.13% +43,240 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: 17,000 shares; 2025Q2: 22,750 shares; 2025Q3: 23,901 shares; 2025Q4: 27,187 shares 27,187 $4.1M 0.13% +3,286 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: 95,699 shares; 2024Q4: 95,382 shares; 2025Q1: 81,773 shares; 2025Q2: 81,441 shares; 2025Q3: 112,352 shares; 2025Q4: 126,398 shares 126,398 $4.09M 0.13% +14,046 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: 16,681 shares; 2024Q4: 12,475 shares; 2025Q1: 14,201 shares; 2025Q2: 29,109 shares; 2025Q3: 26,674 shares; 2025Q4: 25,419 shares 25,419 $4.05M 0.13% -1,255 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: 25,573 shares; 2024Q4: 23,429 shares; 2025Q1: 18,056 shares; 2025Q2: 20,985 shares; 2025Q3: 21,120 shares; 2025Q4: 27,583 shares 27,583 $4.02M 0.13% +6,463 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,856 shares; 2024Q4: 43,817 shares; 2025Q1: 36,683 shares; 2025Q2: 44,152 shares; 2025Q3: 44,706 shares; 2025Q4: 45,481 shares 45,481 $4.01M 0.13% +775 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: 5,503 shares; 2024Q4: 4,213 shares; 2025Q1: 4,830 shares; 2025Q2: 10,001 shares; 2025Q3: 11,018 shares; 2025Q4: 10,937 shares 10,937 $3.99M 0.13% -81 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: 4,377 shares; 2025Q1: 3,244 shares; 2025Q2: 4,463 shares; 2025Q3: 10,126 shares; 2025Q4: 22,307 shares 22,307 $3.95M 0.12% +12,181 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: 35,740 shares; 2024Q4: 28,601 shares; 2025Q1: 24,516 shares; 2025Q2: 26,147 shares; 2025Q3: 31,131 shares; 2025Q4: 33,929 shares 33,929 $3.77M 0.12% +2,798 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: 15,089 shares; 2024Q4: 7,008 shares; 2025Q1: 7,191 shares; 2025Q2: 10,345 shares; 2025Q3: 10,834 shares; 2025Q4: 11,772 shares 11,772 $3.6M 0.11% +938 Timeline IGLB 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: 70,522 shares 70,522 $3.59M 0.11% new Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,933 shares; 2025Q4: 109,401 shares 109,401 $3.51M 0.11% -4,532 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: 12,080 shares; 2024Q4: 10,951 shares; 2025Q1: 5,000 shares; 2025Q2: 6,819 shares; 2025Q3: 5,796 shares; 2025Q4: 5,884 shares 5,884 $3.43M 0.11% +88 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,313 shares 74,313 $3.43M 0.11% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,026 shares; 2024Q4: 30,989 shares; 2025Q1: 27,117 shares; 2025Q2: 26,094 shares; 2025Q3: 26,100 shares; 2025Q4: 84,002 shares 84,002 $3.42M 0.11% +57,902 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,643 shares; 2024Q4: 99,703 shares; 2025Q1: 90,581 shares; 2025Q2: 89,896 shares; 2025Q3: 80,816 shares; 2025Q4: 75,629 shares 75,629 $3.42M 0.11% -5,187 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 15,155 shares; 2025Q2: 91,780 shares; 2025Q3: 98,106 shares; 2025Q4: 48,413 shares 48,413 $3.4M 0.11% -49,693 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: 12,000 shares; 2024Q4: 12,225 shares; 2025Q1: 10,541 shares; 2025Q2: 38,616 shares; 2025Q3: 35,165 shares; 2025Q4: 28,646 shares 28,646 $3.38M 0.11% -6,519 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,216 shares; 2024Q4: 52,466 shares; 2025Q1: 50,504 shares; 2025Q2: 49,016 shares; 2025Q3: 49,024 shares; 2025Q4: 48,389 shares 48,389 $3.38M 0.11% -635 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,745 shares; 2025Q3: 38,361 shares; 2025Q4: 44,677 shares 44,677 $3.37M 0.11% +6,316 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: 43,986 shares; 2024Q4: 32,714 shares; 2025Q1: 26,498 shares; 2025Q2: 31,882 shares; 2025Q3: 32,064 shares; 2025Q4: 34,790 shares 34,790 $3.37M 0.11% +2,726 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: 10,819 shares; 2024Q4: 7,320 shares; 2025Q1: 6,706 shares; 2025Q2: 10,738 shares; 2025Q3: 9,733 shares; 2025Q4: 10,160 shares 10,160 $3.36M 0.11% +427 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,688 shares; 2024Q4: 186,528 shares; 2025Q1: 187,495 shares; 2025Q2: 185,983 shares; 2025Q3: 187,726 shares; 2025Q4: 171,069 shares 171,069 $3.35M 0.11% -16,657 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: 10,817 shares; 2024Q4: 6,858 shares; 2025Q1: 7,680 shares; 2025Q2: 12,526 shares; 2025Q3: 10,993 shares; 2025Q4: 10,896 shares 10,896 $3.35M 0.11% -97 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: 56,668 shares; 2024Q4: 58,405 shares; 2025Q1: 71,949 shares; 2025Q2: 31,066 shares; 2025Q3: 18,519 shares; 2025Q4: 33,239 shares 33,239 $3.34M 0.11% +14,720 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,026 shares; 2024Q4: 62,225 shares; 2025Q1: 62,316 shares; 2025Q2: 110,195 shares; 2025Q3: 111,094 shares; 2025Q4: 113,427 shares 113,427 $3.3M 0.1% +2,333 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: 15,640 shares; 2024Q4: 13,047 shares; 2025Q1: 16,266 shares; 2025Q2: 29,169 shares; 2025Q3: 27,826 shares; 2025Q4: 25,967 shares 25,967 $3.24M 0.1% -1,859 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: 159,125 shares; 2024Q4: 33,156 shares; 2025Q1: 34,074 shares; 2025Q2: 43,013 shares; 2025Q3: 41,140 shares; 2025Q4: 38,619 shares 38,619 $3.24M 0.1% -2,521 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: 7,294 shares; 2024Q4: 9,437 shares; 2025Q1: 9,383 shares; 2025Q2: 19,122 shares; 2025Q3: 19,659 shares; 2025Q4: 16,161 shares 16,161 $3.21M 0.1% -3,498 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,024 shares; 2025Q3: 18,173 shares; 2025Q4: 27,900 shares 27,900 $3.18M 0.1% +9,727 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,178 shares; 2024Q4: 67,932 shares; 2025Q1: 82,965 shares; 2025Q2: 41,125 shares; 2025Q3: 41,934 shares; 2025Q4: 40,187 shares 40,187 $3.16M 0.1% -1,747 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: 4,815 shares; 2024Q4: 4,946 shares; 2025Q1: 5,773 shares; 2025Q2: 7,291 shares; 2025Q3: 7,310 shares; 2025Q4: 7,127 shares 7,127 $3.15M 0.1% -183 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: 19,158 shares; 2024Q4: 20,310 shares; 2025Q1: 51,361 shares; 2025Q2: 35,898 shares; 2025Q3: 39,215 shares; 2025Q4: 26,170 shares 26,170 $3.13M 0.1% -13,045 Timeline SJNK 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: 52,000 shares; 2024Q4: 54,648 shares; 2025Q1: 53,725 shares; 2025Q2: 224,274 shares; 2025Q3: 147,022 shares; 2025Q4: 122,349 shares 122,349 $3.11M 0.1% -24,673 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: 36,330 shares; 2024Q4: 31,756 shares; 2025Q1: 26,790 shares; 2025Q2: 91,529 shares; 2025Q3: 47,892 shares; 2025Q4: 32,549 shares 32,549 $3.11M 0.1% -15,343 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 6,543 shares; 2025Q1: 2,311 shares; 2025Q2: 12,030 shares; 2025Q3: 9,397 shares; 2025Q4: 18,670 shares 18,670 $3.11M 0.1% +9,273 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,231 shares; 2024Q4: 170,012 shares; 2025Q1: 171,137 shares; 2025Q2: 171,264 shares; 2025Q3: 171,655 shares; 2025Q4: 171,877 shares 171,877 $3.07M 0.1% +222 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: 8,042 shares; 2024Q4: 8,524 shares; 2025Q1: 8,870 shares; 2025Q2: 16,956 shares; 2025Q3: 15,486 shares; 2025Q4: 13,808 shares 13,808 $3.05M 0.1% -1,678 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: 6,076 shares; 2024Q4: 5,155 shares; 2025Q1: 5,557 shares; 2025Q2: 19,321 shares; 2025Q3: 19,275 shares; 2025Q4: 20,010 shares 20,010 $3.03M 0.1% +735 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 5,299 shares; 2025Q1: 6,224 shares; 2025Q2: 10,257 shares; 2025Q3: 10,735 shares; 2025Q4: 11,704 shares 11,704 $3.02M 0.1% +969 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,641 shares 70,641 $3.01M 0.1% new 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: 66,682 shares; 2024Q4: 67,656 shares; 2025Q1: 64,680 shares; 2025Q2: 79,434 shares; 2025Q3: 109,849 shares; 2025Q4: 127,179 shares 127,179 $2.99M 0.09% +17,330 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: 19,441 shares; 2024Q4: 8,515 shares; 2025Q1: 11,099 shares; 2025Q2: 18,646 shares; 2025Q3: 19,999 shares; 2025Q4: 20,319 shares 20,319 $2.97M 0.09% +320 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: 13,954 shares; 2024Q4: 13,220 shares; 2025Q1: 14,800 shares; 2025Q2: 20,890 shares; 2025Q3: 19,986 shares; 2025Q4: 18,433 shares 18,433 $2.87M 0.09% -1,553 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: 20,214 shares; 2024Q4: 11,797 shares; 2025Q1: 11,058 shares; 2025Q2: 14,223 shares; 2025Q3: 13,834 shares; 2025Q4: 14,134 shares 14,134 $2.85M 0.09% +300 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: 3,675 shares; 2025Q1: 4,145 shares; 2025Q2: 27,270 shares; 2025Q3: 19,993 shares; 2025Q4: 18,112 shares 18,112 $2.85M 0.09% -1,881 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 14,981 shares; 2025Q1: 15,590 shares; 2025Q2: 18,304 shares; 2025Q3: 19,129 shares; 2025Q4: 18,900 shares 18,900 $2.85M 0.09% -229 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,728 shares; 2024Q4: 14,728 shares; 2025Q1: 14,743 shares; 2025Q2: 19,892 shares; 2025Q3: 17,738 shares; 2025Q4: 15,681 shares 15,681 $2.84M 0.09% -2,057 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 4,146 shares; 2025Q1: 4,662 shares; 2025Q2: 5,477 shares; 2025Q3: 8,612 shares; 2025Q4: 10,868 shares 10,868 $2.83M 0.09% +2,256 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: 3,816 shares; 2024Q4: 5,020 shares; 2025Q1: 4,764 shares; 2025Q2: 4,922 shares; 2025Q3: 5,929 shares; 2025Q4: 5,776 shares 5,776 $2.8M 0.09% -153 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 4,055 shares; 2025Q1: 4,093 shares; 2025Q2: 10,381 shares; 2025Q3: 9,971 shares; 2025Q4: 10,051 shares 10,051 $2.75M 0.09% +80 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: 19,467 shares; 2024Q4: 16,049 shares; 2025Q1: 12,430 shares; 2025Q2: 9,232 shares; 2025Q3: 26,594 shares; 2025Q4: 25,552 shares 25,552 $2.75M 0.09% -1,042 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: not reported; 2025Q3: not reported; 2025Q4: 57,191 shares 57,191 $2.72M 0.09% new 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: 42,297 shares; 2024Q4: 41,314 shares; 2025Q1: 10,051 shares; 2025Q2: 17,966 shares; 2025Q3: 23,490 shares; 2025Q4: 26,212 shares 26,212 $2.72M 0.09% +2,722 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 20,655 shares; 2025Q4: 20,986 shares 20,986 $2.67M 0.08% +331 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,650 shares; 2024Q4: 34,650 shares; 2025Q1: 34,650 shares; 2025Q2: 34,550 shares; 2025Q3: 61,490 shares; 2025Q4: 79,060 shares 79,060 $2.66M 0.08% +17,570 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: 2,980 shares; 2024Q4: 2,543 shares; 2025Q1: 2,423 shares; 2025Q2: 3,434 shares; 2025Q3: 3,679 shares; 2025Q4: 4,111 shares 4,111 $2.66M 0.08% +432 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,966 shares; 2025Q4: 65,273 shares 65,273 $2.64M 0.08% +23,307 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,947 shares 131,947 $2.64M 0.08% new 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: 22,822 shares; 2024Q4: 19,538 shares; 2025Q1: 17,582 shares; 2025Q2: 22,399 shares; 2025Q3: 16,446 shares; 2025Q4: 18,230 shares 18,230 $2.63M 0.08% +1,784 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: 32,957 shares; 2024Q4: 24,509 shares; 2025Q1: 26,578 shares; 2025Q2: 14,713 shares; 2025Q3: 13,253 shares; 2025Q4: 13,223 shares 13,223 $2.63M 0.08% -30 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,126 shares; 2025Q1: 6,504 shares; 2025Q2: 7,892 shares; 2025Q3: 8,575 shares; 2025Q4: 9,333 shares 9,333 $2.61M 0.08% +758 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,458 shares; 2025Q3: 10,774 shares; 2025Q4: 14,263 shares 14,263 $2.6M 0.08% +3,489 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: 15,786 shares; 2024Q4: 14,514 shares; 2025Q1: 11,333 shares; 2025Q2: 28,998 shares; 2025Q3: 24,810 shares; 2025Q4: 21,241 shares 21,241 $2.59M 0.08% -3,569 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,777 shares; 2025Q1: 4,281 shares; 2025Q2: 5,795 shares; 2025Q3: 5,618 shares; 2025Q4: 5,735 shares 5,735 $2.56M 0.08% +117 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: 25,780 shares; 2024Q4: 26,160 shares; 2025Q1: 27,241 shares; 2025Q2: 29,047 shares; 2025Q3: 44,691 shares; 2025Q4: 49,678 shares 49,678 $2.56M 0.08% +4,987 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,155 shares; 2024Q4: 7,735 shares; 2025Q1: 9,433 shares; 2025Q2: 13,694 shares; 2025Q3: 14,697 shares; 2025Q4: 15,007 shares 15,007 $2.56M 0.08% +310 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 10,881 shares; 2025Q1: 12,853 shares; 2025Q2: 16,976 shares; 2025Q3: 20,376 shares; 2025Q4: 20,900 shares 20,900 $2.53M 0.08% +524 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: 922 shares; 2024Q4: not reported; 2025Q1: 2,816 shares; 2025Q2: 3,415 shares; 2025Q3: 4,079 shares; 2025Q4: 4,369 shares 4,369 $2.53M 0.08% +290 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,467 shares; 2025Q2: 10,067 shares; 2025Q3: 12,105 shares; 2025Q4: 12,893 shares 12,893 $2.52M 0.08% +788 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,538 shares; 2024Q4: 30,355 shares; 2025Q1: 35,217 shares; 2025Q2: 46,317 shares; 2025Q3: 48,407 shares; 2025Q4: 51,576 shares 51,576 $2.51M 0.08% +3,169 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: 37,355 shares; 2024Q4: 15,278 shares; 2025Q1: 20,002 shares; 2025Q2: 25,325 shares; 2025Q3: 28,951 shares; 2025Q4: 31,743 shares 31,743 $2.46M 0.08% +2,792 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,708 shares; 2024Q4: 15,257 shares; 2025Q1: 17,817 shares; 2025Q2: 19,544 shares; 2025Q3: 18,658 shares; 2025Q4: 18,721 shares 18,721 $2.45M 0.08% +63 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: 3,659 shares; 2024Q4: 2,937 shares; 2025Q1: 3,544 shares; 2025Q2: 3,785 shares; 2025Q3: 4,200 shares; 2025Q4: 4,478 shares 4,478 $2.44M 0.08% +278 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,888 shares; 2025Q1: 26,896 shares; 2025Q2: 27,086 shares; 2025Q3: 27,069 shares; 2025Q4: 27,169 shares 27,169 $2.43M 0.08% +100 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: 16,525 shares; 2025Q1: 13,019 shares; 2025Q2: 15,116 shares; 2025Q3: 13,654 shares; 2025Q4: 18,638 shares 18,638 $2.42M 0.08% +4,984 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 7,722 shares; 2025Q1: 19,175 shares; 2025Q2: 14,701 shares; 2025Q3: 14,556 shares; 2025Q4: 37,358 shares 37,358 $2.4M 0.08% +22,802 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: 1,271 shares; 2024Q4: 1,066 shares; 2025Q1: 1,534 shares; 2025Q2: 1,888 shares; 2025Q3: 1,736 shares; 2025Q4: 2,142 shares 2,142 $2.4M 0.08% +406 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: 406,186 shares; 2024Q4: 54,110 shares; 2025Q1: 55,295 shares; 2025Q2: 88,366 shares; 2025Q3: 93,242 shares; 2025Q4: 92,332 shares 92,332 $2.37M 0.07% -910 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,994 shares 48,994 $2.33M 0.07% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,081 shares; 2024Q4: 52,190 shares; 2025Q1: 45,533 shares; 2025Q2: 59,350 shares; 2025Q3: 60,268 shares; 2025Q4: 59,423 shares 59,423 $2.32M 0.07% -845 Timeline PRFZ 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: 34,176 shares; 2024Q4: 34,857 shares; 2025Q1: 35,553 shares; 2025Q2: 41,166 shares; 2025Q3: 41,889 shares; 2025Q4: 47,334 shares 47,334 $2.32M 0.07% +5,445 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: 18,846 shares; 2024Q4: 18,112 shares; 2025Q1: 13,494 shares; 2025Q2: 16,775 shares; 2025Q3: 15,608 shares; 2025Q4: 15,383 shares 15,383 $2.29M 0.07% -225 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: 23,515 shares; 2024Q4: 23,651 shares; 2025Q1: 25,212 shares; 2025Q2: 38,579 shares; 2025Q3: 38,982 shares; 2025Q4: 37,017 shares 37,017 $2.28M 0.07% -1,965 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: 10,477 shares; 2024Q4: 9,918 shares; 2025Q1: 8,460 shares; 2025Q2: 16,148 shares; 2025Q3: 13,878 shares; 2025Q4: 12,036 shares 12,036 $2.28M 0.07% -1,842 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: 27,371 shares; 2024Q4: 17,215 shares; 2025Q1: 17,004 shares; 2025Q2: 25,718 shares; 2025Q3: 25,959 shares; 2025Q4: 25,653 shares 25,653 $2.27M 0.07% -306 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 12,267 shares; 2025Q2: 86,596 shares; 2025Q3: 91,499 shares; 2025Q4: 89,939 shares 89,939 $2.27M 0.07% -1,560 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: 4,374 shares; 2025Q2: 3,565 shares; 2025Q3: 6,620 shares; 2025Q4: 8,521 shares 8,521 $2.2M 0.07% +1,901 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,497 shares; 2024Q4: 47,930 shares; 2025Q1: 51,160 shares; 2025Q2: 50,280 shares; 2025Q3: 50,237 shares; 2025Q4: 63,096 shares 63,096 $2.18M 0.07% +12,859 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: 19,998 shares; 2024Q4: 14,514 shares; 2025Q1: 16,620 shares; 2025Q2: 32,256 shares; 2025Q3: 19,884 shares; 2025Q4: 19,951 shares 19,951 $2.17M 0.07% +67 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: 17,667 shares; 2024Q4: 17,859 shares; 2025Q1: 12,861 shares; 2025Q2: 17,142 shares; 2025Q3: 17,023 shares; 2025Q4: 16,801 shares 16,801 $2.16M 0.07% -222 Timeline QTOP 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: 34,191 shares; 2025Q2: 46,164 shares; 2025Q3: 45,756 shares; 2025Q4: 66,685 shares 66,685 $2.16M 0.07% +20,929 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: 4,240 shares; 2025Q2: 10,357 shares; 2025Q3: 13,157 shares; 2025Q4: 13,746 shares 13,746 $2.12M 0.07% +589 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: 6,721 shares; 2024Q4: 9,910 shares; 2025Q1: 3,822 shares; 2025Q2: 4,320 shares; 2025Q3: 4,686 shares; 2025Q4: 6,439 shares 6,439 $2.11M 0.07% +1,753 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,416 shares; 2025Q1: 3,447 shares; 2025Q2: 12,674 shares; 2025Q3: 11,572 shares; 2025Q4: 20,721 shares 20,721 $2.09M 0.07% +9,149 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: 24,824 shares; 2024Q4: 24,472 shares; 2025Q1: 22,275 shares; 2025Q2: 45,324 shares; 2025Q3: 35,515 shares; 2025Q4: 22,090 shares 22,090 $2.08M 0.07% -13,425 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 4,027 shares; 2025Q1: 10,319 shares; 2025Q2: 16,713 shares; 2025Q3: 24,249 shares; 2025Q4: 20,276 shares 20,276 $2.07M 0.07% -3,973 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,882 shares; 2024Q4: 16,349 shares; 2025Q1: 19,536 shares; 2025Q2: 24,126 shares; 2025Q3: 27,487 shares; 2025Q4: 30,608 shares 30,608 $2.06M 0.07% +3,121 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: 15,769 shares; 2024Q4: 12,088 shares; 2025Q1: 21,380 shares; 2025Q2: 23,805 shares; 2025Q3: 20,762 shares; 2025Q4: 21,850 shares 21,850 $2.06M 0.07% +1,088 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,929 shares 18,929 $2.04M 0.06% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,321 shares; 2024Q4: 29,975 shares; 2025Q1: 39,437 shares; 2025Q2: 50,011 shares; 2025Q3: 62,793 shares; 2025Q4: 72,313 shares 72,313 $2.04M 0.06% +9,520 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 788 shares; 2025Q1: 886 shares; 2025Q2: 2,618 shares; 2025Q3: 3,181 shares; 2025Q4: 3,321 shares 3,321 $2.03M 0.06% +140 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,519 shares; 2024Q4: 52,301 shares; 2025Q1: 36,580 shares; 2025Q2: 42,593 shares; 2025Q3: 36,000 shares; 2025Q4: 35,231 shares 35,231 $2M 0.06% -769 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 9,063 shares; 2025Q1: not reported; 2025Q2: 19,805 shares; 2025Q3: 19,805 shares; 2025Q4: 19,805 shares 19,805 $2M 0.06% 0 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: 1,098 shares; 2024Q4: 1,395 shares; 2025Q1: 1,672 shares; 2025Q2: 2,062 shares; 2025Q3: 2,108 shares; 2025Q4: 2,618 shares 2,618 $1.99M 0.06% +510 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: not reported; 2025Q1: 8,564 shares; 2025Q2: 12,283 shares; 2025Q3: 13,311 shares; 2025Q4: 13,216 shares 13,216 $1.98M 0.06% -95 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 7,370 shares; 2025Q1: 2,965 shares; 2025Q2: 20,834 shares; 2025Q3: 24,963 shares; 2025Q4: 25,091 shares 25,091 $1.95M 0.06% +128 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,673 shares; 2025Q3: 35,827 shares; 2025Q4: 55,892 shares 55,892 $1.95M 0.06% +20,065 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 3,507 shares; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,837 shares; 2025Q4: 5,880 shares 5,880 $1.92M 0.06% +43 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 35,528 shares; 2025Q1: 50,410 shares; 2025Q2: 23,279 shares; 2025Q3: 24,773 shares; 2025Q4: 20,925 shares 20,925 $1.92M 0.06% -3,848 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,725 shares 73,725 $1.91M 0.06% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,915 shares; 2024Q4: 83,224 shares; 2025Q1: 107,415 shares; 2025Q2: 172,766 shares; 2025Q3: 204,233 shares; 2025Q4: 46,482 shares 46,482 $1.9M 0.06% -157,751 GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,553 shares 19,553 $1.9M 0.06% new 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: 25,077 shares; 2025Q1: 22,648 shares; 2025Q2: 24,321 shares; 2025Q3: 143,295 shares; 2025Q4: 62,896 shares 62,896 $1.88M 0.06% -80,399 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 4,548 shares; 2025Q3: 8,405 shares; 2025Q4: 10,105 shares 10,105 $1.88M 0.06% +1,700 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,564 shares; 2024Q4: 41,564 shares; 2025Q1: 40,264 shares; 2025Q2: 37,784 shares; 2025Q3: 37,369 shares; 2025Q4: 37,449 shares 37,449 $1.87M 0.06% +80 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 4,493 shares; 2025Q1: 4,245 shares; 2025Q2: 6,474 shares; 2025Q3: 6,685 shares; 2025Q4: 6,951 shares 6,951 $1.86M 0.06% +266 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,890 shares; 2025Q4: 41,391 shares 41,391 $1.84M 0.06% +35,501 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,082 shares; 2024Q4: 27,190 shares; 2025Q1: 35,941 shares; 2025Q2: 37,554 shares; 2025Q3: 43,982 shares; 2025Q4: 45,283 shares 45,283 $1.84M 0.06% +1,301 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,172 shares; 2025Q1: 3,985 shares; 2025Q2: 6,119 shares; 2025Q3: 6,502 shares; 2025Q4: 7,142 shares 7,142 $1.83M 0.06% +640 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,420 shares; 2025Q3: 45,176 shares; 2025Q4: 46,412 shares 46,412 $1.81M 0.06% +1,236 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,175 shares 15,175 $1.81M 0.06% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,529 shares; 2025Q4: 1,741 shares 1,741 $1.8M 0.06% +212 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,108 shares; 2025Q2: 29,334 shares; 2025Q3: 20,696 shares; 2025Q4: 17,758 shares 17,758 $1.79M 0.06% -2,938 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: 74,899 shares; 2024Q4: 71,810 shares; 2025Q1: 75,456 shares; 2025Q2: 81,062 shares; 2025Q3: 80,893 shares; 2025Q4: 78,816 shares 78,816 $1.77M 0.06% -2,077 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,062 shares; 2025Q1: 13,084 shares; 2025Q2: 13,308 shares; 2025Q3: 13,932 shares; 2025Q4: 13,461 shares 13,461 $1.76M 0.06% -471 Timeline IMCV 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: 17,209 shares; 2024Q4: 14,182 shares; 2025Q1: 15,244 shares; 2025Q2: 16,776 shares; 2025Q3: 19,621 shares; 2025Q4: 20,351 shares 20,351 $1.74M 0.06% +730 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,377 shares; 2025Q1: 6,004 shares; 2025Q2: 34,869 shares; 2025Q3: 37,740 shares; 2025Q4: 38,584 shares 38,584 $1.73M 0.05% +844 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: 9,343 shares; 2024Q4: 3,186 shares; 2025Q1: 2,710 shares; 2025Q2: 13,103 shares; 2025Q3: 17,470 shares; 2025Q4: 20,268 shares 20,268 $1.71M 0.05% +2,798 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: 23,587 shares; 2024Q4: 23,796 shares; 2025Q1: 5,270 shares; 2025Q2: 19,835 shares; 2025Q3: 17,829 shares; 2025Q4: 17,200 shares 17,200 $1.69M 0.05% -629 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,564 shares; 2025Q1: 48,723 shares; 2025Q2: 51,200 shares; 2025Q3: 65,053 shares; 2025Q4: 85,157 shares 85,157 $1.68M 0.05% +20,104 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,413 shares 12,413 $1.66M 0.05% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 15,474 shares; 2025Q1: 17,345 shares; 2025Q2: 16,655 shares; 2025Q3: 19,114 shares; 2025Q4: 19,820 shares 19,820 $1.65M 0.05% +706 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: 1,995 shares; 2024Q4: 1,939 shares; 2025Q1: 2,169 shares; 2025Q2: 2,687 shares; 2025Q3: 3,088 shares; 2025Q4: 5,963 shares 5,963 $1.64M 0.05% +2,875 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: 58,872 shares; 2024Q4: 42,209 shares; 2025Q1: 23,742 shares; 2025Q2: 39,607 shares; 2025Q3: 49,774 shares; 2025Q4: 58,599 shares 58,599 $1.63M 0.05% +8,825 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,670 shares; 2024Q4: 55,420 shares; 2025Q1: 47,520 shares; 2025Q2: 45,219 shares; 2025Q3: 44,019 shares; 2025Q4: 39,020 shares 39,020 $1.6M 0.05% -4,999 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,634 shares; 2024Q4: 35,070 shares; 2025Q1: 37,818 shares; 2025Q2: 35,983 shares; 2025Q3: 34,016 shares; 2025Q4: 33,169 shares 33,169 $1.59M 0.05% -847 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,189 shares; 2025Q1: 12,878 shares; 2025Q2: 75,811 shares; 2025Q3: 81,088 shares; 2025Q4: 81,861 shares 81,861 $1.58M 0.05% +773 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,161 shares; 2025Q2: 78,749 shares; 2025Q3: 82,382 shares; 2025Q4: 84,519 shares 84,519 $1.57M 0.05% +2,137 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,789 shares; 2024Q4: 917,815 shares; 2025Q1: 69,937 shares; 2025Q2: 88,145 shares; 2025Q3: 89,290 shares; 2025Q4: 90,472 shares 90,472 $1.57M 0.05% +1,182 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: 38,666 shares; 2024Q4: 38,935 shares; 2025Q1: 35,466 shares; 2025Q2: 66,442 shares; 2025Q3: 68,811 shares; 2025Q4: 84,192 shares 84,192 $1.56M 0.05% +15,381 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 3,395 shares; 2025Q3: 3,041 shares; 2025Q4: 2,856 shares 2,856 $1.56M 0.05% -185 Timeline SHYM 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: 70,983 shares; 2025Q4: 69,555 shares 69,555 $1.56M 0.05% -1,428 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,301 shares; 2024Q4: 9,274 shares; 2025Q1: 8,634 shares; 2025Q2: 14,894 shares; 2025Q3: 18,301 shares; 2025Q4: 19,795 shares 19,795 $1.56M 0.05% +1,494 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,096 shares; 2025Q1: 3,354 shares; 2025Q2: 9,983 shares; 2025Q3: 7,642 shares; 2025Q4: 6,657 shares 6,657 $1.56M 0.05% -985 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 74,937 shares; 2025Q4: 97,484 shares 97,484 $1.55M 0.05% +22,547 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: 35,922 shares; 2024Q4: 33,892 shares; 2025Q1: 33,361 shares; 2025Q2: 27,109 shares; 2025Q3: 26,477 shares; 2025Q4: 24,991 shares 24,991 $1.54M 0.05% -1,486 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: 8,889 shares; 2024Q4: 7,592 shares; 2025Q1: 8,745 shares; 2025Q2: 11,351 shares; 2025Q3: 10,775 shares; 2025Q4: 5,377 shares 5,377 $1.54M 0.05% -5,398 Timeline BANK OF AMER CORP 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: 1,058 shares; 2025Q3: 1,132 shares; 2025Q4: 1,207 shares 1,207 $1.5M 0.05% +75 URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: 377 shares; 2025Q2: 1,654 shares; 2025Q3: 1,579 shares; 2025Q4: 1,620 shares 1,620 $1.49M 0.05% +41 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: 14,841 shares; 2024Q4: 12,845 shares; 2025Q1: 10,564 shares; 2025Q2: 7,214 shares; 2025Q3: 13,170 shares; 2025Q4: 7,420 shares 7,420 $1.48M 0.05% -5,750 Timeline SPSB 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: 11,778 shares; 2024Q4: 14,666 shares; 2025Q1: 12,224 shares; 2025Q2: 26,831 shares; 2025Q3: 39,104 shares; 2025Q4: 48,936 shares 48,936 $1.48M 0.05% +9,832 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: 590 shares; 2025Q1: 441 shares; 2025Q2: 1,701 shares; 2025Q3: 1,290 shares; 2025Q4: 1,270 shares 1,270 $1.48M 0.05% -20 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: 10,909 shares; 2024Q4: 16,153 shares; 2025Q1: 14,221 shares; 2025Q2: 13,123 shares; 2025Q3: 12,818 shares; 2025Q4: 12,823 shares 12,823 $1.48M 0.05% +5 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 5,200 shares; 2025Q3: 5,102 shares; 2025Q4: 4,269 shares 4,269 $1.47M 0.05% -833 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: 23,187 shares; 2024Q4: 22,676 shares; 2025Q1: 15,428 shares; 2025Q2: 22,791 shares; 2025Q3: 23,544 shares; 2025Q4: 24,618 shares 24,618 $1.47M 0.05% +1,074 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: 44,555 shares; 2024Q4: 64,400 shares; 2025Q1: 20,031 shares; 2025Q2: 21,563 shares; 2025Q3: 65,053 shares; 2025Q4: 47,881 shares 47,881 $1.46M 0.05% -17,172 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,489 shares; 2025Q3: 24,809 shares; 2025Q4: 20,774 shares 20,774 $1.46M 0.05% -4,035 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: 6,415 shares; 2024Q4: 6,415 shares; 2025Q1: 5,133 shares; 2025Q2: 5,814 shares; 2025Q3: 5,347 shares; 2025Q4: 5,884 shares 5,884 $1.46M 0.05% +537 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,581 shares; 2025Q3: 6,661 shares; 2025Q4: 7,654 shares 7,654 $1.46M 0.05% +993 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: 948 shares; 2024Q4: 924 shares; 2025Q1: 907 shares; 2025Q2: 918 shares; 2025Q3: 4,038 shares; 2025Q4: 7,196 shares 7,196 $1.46M 0.05% +3,158 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,201 shares; 2025Q1: 1,498 shares; 2025Q2: 1,790 shares; 2025Q3: 1,987 shares; 2025Q4: 2,185 shares 2,185 $1.45M 0.05% +198 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,589 shares 36,589 $1.45M 0.05% new Timeline JMUB 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: 45,155 shares; 2025Q3: 36,926 shares; 2025Q4: 28,454 shares 28,454 $1.45M 0.05% -8,472 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,718 shares; 2025Q1: 7,033 shares; 2025Q2: 34,393 shares; 2025Q3: 35,877 shares; 2025Q4: 36,187 shares 36,187 $1.43M 0.05% +310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,615 shares; 2025Q3: 7,398 shares; 2025Q4: 9,132 shares 9,132 $1.42M 0.05% +1,734 Timeline JCPB 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: 50,583 shares; 2024Q4: 35,519 shares; 2025Q1: 36,508 shares; 2025Q2: 33,421 shares; 2025Q3: 34,309 shares; 2025Q4: 29,978 shares 29,978 $1.42M 0.05% -4,331 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: 27,104 shares; 2024Q4: 15,537 shares; 2025Q1: 10,744 shares; 2025Q2: 10,582 shares; 2025Q3: 8,376 shares; 2025Q4: 9,108 shares 9,108 $1.42M 0.04% +732 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,580 shares; 2024Q4: 28,529 shares; 2025Q1: 17,604 shares; 2025Q2: 15,552 shares; 2025Q3: 23,700 shares; 2025Q4: 24,991 shares 24,991 $1.42M 0.04% +1,291 Timeline BAPRA 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: 15,656 shares; 2025Q3: 16,821 shares; 2025Q4: 17,994 shares 17,994 $1.4M 0.04% +1,173 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,501 shares; 2024Q4: 41,501 shares; 2025Q1: 37,501 shares; 2025Q2: 37,501 shares; 2025Q3: 35,600 shares; 2025Q4: 35,600 shares 35,600 $1.4M 0.04% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 919 shares; 2025Q2: 2,161 shares; 2025Q3: 1,888 shares; 2025Q4: 1,950 shares 1,950 $1.39M 0.04% +62 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,084 shares; 2024Q4: 7,586 shares; 2025Q1: 2,534 shares; 2025Q2: 6,012 shares; 2025Q3: 9,918 shares; 2025Q4: 12,961 shares 12,961 $1.39M 0.04% +3,043 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,674 shares; 2024Q4: 18,400 shares; 2025Q1: 21,099 shares; 2025Q2: 35,070 shares; 2025Q3: 31,592 shares; 2025Q4: 32,079 shares 32,079 $1.38M 0.04% +487 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 961 shares; 2025Q3: 4,620 shares; 2025Q4: 6,678 shares 6,678 $1.38M 0.04% +2,058 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS 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: 32,549 shares; 2025Q3: 35,662 shares; 2025Q4: 37,309 shares 37,309 $1.38M 0.04% +1,647 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: 8,160 shares; 2024Q4: 6,954 shares; 2025Q1: 12,248 shares; 2025Q2: 20,015 shares; 2025Q3: 18,905 shares; 2025Q4: 14,723 shares 14,723 $1.37M 0.04% -4,182 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,127 shares; 2025Q4: 22,237 shares 22,237 $1.37M 0.04% +4,110 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: 606 shares; 2025Q2: 1,785 shares; 2025Q3: 2,825 shares; 2025Q4: 3,422 shares 3,422 $1.36M 0.04% +597 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 4,149 shares; 2025Q1: 3,439 shares; 2025Q2: 6,926 shares; 2025Q3: 6,430 shares; 2025Q4: 7,118 shares 7,118 $1.36M 0.04% +688 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,663 shares; 2025Q1: 2,781 shares; 2025Q2: 3,277 shares; 2025Q3: 3,263 shares; 2025Q4: 3,334 shares 3,334 $1.36M 0.04% +71 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,446 shares; 2025Q3: 41,100 shares; 2025Q4: 25,698 shares 25,698 $1.36M 0.04% -15,402 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,974 shares 32,974 $1.36M 0.04% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,447 shares; 2024Q4: 9,428 shares; 2025Q1: 12,569 shares; 2025Q2: 15,229 shares; 2025Q3: 16,790 shares; 2025Q4: 18,356 shares 18,356 $1.35M 0.04% +1,566 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,579 shares; 2024Q4: 17,385 shares; 2025Q1: 20,328 shares; 2025Q2: 25,415 shares; 2025Q3: 24,884 shares; 2025Q4: 22,932 shares 22,932 $1.35M 0.04% -1,952 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,958 shares; 2025Q1: not reported; 2025Q2: 12,292 shares; 2025Q3: 8,210 shares; 2025Q4: 15,367 shares 15,367 $1.34M 0.04% +7,157 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: 22,653 shares; 2024Q4: 19,361 shares; 2025Q1: 11,529 shares; 2025Q2: 25,963 shares; 2025Q3: 30,924 shares; 2025Q4: 22,882 shares 22,882 $1.34M 0.04% -8,042 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,331 shares; 2024Q4: 17,249 shares; 2025Q1: 12,857 shares; 2025Q2: 15,995 shares; 2025Q3: 55,689 shares; 2025Q4: 55,689 shares 55,689 $1.33M 0.04% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,617 shares; 2025Q2: 6,158 shares; 2025Q3: 6,556 shares; 2025Q4: 6,737 shares 6,737 $1.33M 0.04% +181 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: 8,472 shares; 2025Q1: 12,677 shares; 2025Q2: 14,284 shares; 2025Q3: 11,777 shares; 2025Q4: 12,293 shares 12,293 $1.33M 0.04% +516 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,586 shares; 2025Q4: 4,799 shares 4,799 $1.32M 0.04% +1,213 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,586 shares; 2025Q2: 4,059 shares; 2025Q3: 5,166 shares; 2025Q4: 3,823 shares 3,823 $1.32M 0.04% -1,343 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 5,548 shares; 2025Q1: 5,832 shares; 2025Q2: 16,121 shares; 2025Q3: 16,576 shares; 2025Q4: 17,780 shares 17,780 $1.32M 0.04% +1,204 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,220 shares; 2025Q4: 49,553 shares 49,553 $1.32M 0.04% +8,333 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,153 shares; 2024Q4: 23,007 shares; 2025Q1: 23,239 shares; 2025Q2: 26,882 shares; 2025Q3: 27,372 shares; 2025Q4: 41,010 shares 41,010 $1.32M 0.04% +13,638 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,521 shares; 2024Q4: 19,337 shares; 2025Q1: 18,430 shares; 2025Q2: 18,229 shares; 2025Q3: 18,145 shares; 2025Q4: 17,905 shares 17,905 $1.31M 0.04% -240 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,792 shares; 2025Q1: 8,558 shares; 2025Q2: 4,973 shares; 2025Q3: 9,475 shares; 2025Q4: 10,887 shares 10,887 $1.31M 0.04% +1,412 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,437 shares; 2025Q3: 15,960 shares; 2025Q4: 12,406 shares 12,406 $1.31M 0.04% -3,554 Timeline HYLB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,144 shares; 2025Q4: 35,220 shares 35,220 $1.3M 0.04% +23,076 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 7,285 shares; 2025Q4: 8,532 shares 8,532 $1.3M 0.04% +1,247 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 62,845 shares; 2025Q3: 68,584 shares; 2025Q4: 72,856 shares 72,856 $1.3M 0.04% +4,272 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,734 shares; 2024Q4: 32,702 shares; 2025Q1: 35,939 shares; 2025Q2: 36,008 shares; 2025Q3: 36,319 shares; 2025Q4: 33,871 shares 33,871 $1.29M 0.04% -2,448 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: 4,166 shares; 2024Q4: 3,618 shares; 2025Q1: 2,265 shares; 2025Q2: 2,671 shares; 2025Q3: 2,498 shares; 2025Q4: 2,497 shares 2,497 $1.28M 0.04% -1 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,276 shares 48,276 $1.28M 0.04% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: not reported; 2025Q2: 16,595 shares; 2025Q3: 17,158 shares; 2025Q4: 17,673 shares 17,673 $1.28M 0.04% +515 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 759 shares; 2025Q1: 905 shares; 2025Q2: 1,305 shares; 2025Q3: 1,676 shares; 2025Q4: 2,323 shares 2,323 $1.28M 0.04% +647 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,990 shares; 2025Q3: 66,365 shares; 2025Q4: 50,988 shares 50,988 $1.28M 0.04% -15,377 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 5,910 shares; 2025Q3: 6,166 shares; 2025Q4: 5,340 shares 5,340 $1.28M 0.04% -826 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: 6,582 shares; 2024Q4: 5,903 shares; 2025Q1: 14,846 shares; 2025Q2: 14,730 shares; 2025Q3: 25,138 shares; 2025Q4: 31,049 shares 31,049 $1.27M 0.04% +5,911 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,222 shares; 2024Q4: 9,772 shares; 2025Q1: 11,861 shares; 2025Q2: 13,661 shares; 2025Q3: 13,642 shares; 2025Q4: 14,332 shares 14,332 $1.27M 0.04% +690 Timeline XDEC 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: 50,540 shares; 2024Q4: 49,090 shares; 2025Q1: 33,440 shares; 2025Q2: 33,430 shares; 2025Q3: 31,080 shares; 2025Q4: 30,950 shares 30,950 $1.27M 0.04% -130 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,618 shares; 2024Q4: 22,866 shares; 2025Q1: 20,684 shares; 2025Q2: 42,901 shares; 2025Q3: 49,631 shares; 2025Q4: 47,894 shares 47,894 $1.27M 0.04% -1,737 Timeline DFAS 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: 4,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,001 shares 17,001 $1.27M 0.04% 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: 43,288 shares; 2024Q4: 46,822 shares; 2025Q1: 79,273 shares; 2025Q2: 33,609 shares; 2025Q3: 27,354 shares; 2025Q4: 43,565 shares 43,565 $1.26M 0.04% +16,211 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,448 shares; 2025Q1: not reported; 2025Q2: 28,122 shares; 2025Q3: 31,113 shares; 2025Q4: 32,389 shares 32,389 $1.25M 0.04% +1,276 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 2,856 shares; 2025Q1: 1,302 shares; 2025Q2: 2,392 shares; 2025Q3: 2,948 shares; 2025Q4: 3,848 shares 3,848 $1.25M 0.04% +900 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: 1,914 shares; 2024Q4: 1,715 shares; 2025Q1: 2,619 shares; 2025Q2: 2,829 shares; 2025Q3: 3,287 shares; 2025Q4: 3,550 shares 3,550 $1.25M 0.04% +263 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: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 3,907 shares; 2025Q4: 4,678 shares 4,678 $1.24M 0.04% +771 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,442 shares; 2025Q3: 6,054 shares; 2025Q4: 15,490 shares 15,490 $1.23M 0.04% +9,436 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,480 shares; 2025Q3: 9,058 shares; 2025Q4: 5,392 shares 5,392 $1.23M 0.04% -3,666 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,118 shares 25,118 $1.22M 0.04% new Timeline XJUN 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: 48,518 shares; 2024Q4: 43,686 shares; 2025Q1: 32,675 shares; 2025Q2: 32,421 shares; 2025Q3: 28,579 shares; 2025Q4: 28,256 shares 28,256 $1.22M 0.04% -323 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: 12,659 shares; 2024Q4: 12,425 shares; 2025Q1: 9,610 shares; 2025Q2: 13,870 shares; 2025Q3: 13,763 shares; 2025Q4: 14,558 shares 14,558 $1.22M 0.04% +795 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 18,235 shares; 2025Q1: 16,490 shares; 2025Q2: 30,735 shares; 2025Q3: 20,688 shares; 2025Q4: 21,756 shares 21,756 $1.22M 0.04% +1,068 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,080 shares 48,080 $1.21M 0.04% new 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: 31,862 shares; 2024Q4: 27,877 shares; 2025Q1: 24,723 shares; 2025Q2: 21,191 shares; 2025Q3: 24,028 shares; 2025Q4: 23,774 shares 23,774 $1.2M 0.04% -254 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 87,425 shares; 2025Q4: 91,423 shares 91,423 $1.2M 0.04% +3,998 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: 20,975 shares; 2024Q4: 26,927 shares; 2025Q1: 25,116 shares; 2025Q2: 23,951 shares; 2025Q3: 24,037 shares; 2025Q4: 24,822 shares 24,822 $1.19M 0.04% +785 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 172 shares; 2025Q1: 295 shares; 2025Q2: 454 shares; 2025Q3: 529 shares; 2025Q4: 574 shares 574 $1.19M 0.04% +45 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: 15,667 shares; 2024Q4: 12,056 shares; 2025Q1: 15,415 shares; 2025Q2: 22,936 shares; 2025Q3: 23,914 shares; 2025Q4: 7,970 shares 7,970 $1.19M 0.04% -15,944 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,171 shares; 2025Q2: 23,418 shares; 2025Q3: 25,086 shares; 2025Q4: 26,229 shares 26,229 $1.17M 0.04% +1,143 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,624 shares 47,624 $1.17M 0.04% new Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,722 shares; 2025Q3: 34,940 shares; 2025Q4: 34,494 shares 34,494 $1.17M 0.04% -446 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: 65,630 shares; 2024Q4: 5,648 shares; 2025Q1: 3,473 shares; 2025Q2: 12,432 shares; 2025Q3: 11,977 shares; 2025Q4: 26,876 shares 26,876 $1.17M 0.04% +14,899 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,236 shares; 2024Q4: 30,036 shares; 2025Q1: 17,500 shares; 2025Q2: 12,811 shares; 2025Q3: 18,893 shares; 2025Q4: 29,046 shares 29,046 $1.16M 0.04% +10,153 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,246 shares; 2024Q4: 17,610 shares; 2025Q1: 18,706 shares; 2025Q2: 28,691 shares; 2025Q3: 24,651 shares; 2025Q4: 21,294 shares 21,294 $1.15M 0.04% -3,357 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,760 shares; 2025Q2: 9,260 shares; 2025Q3: 9,260 shares; 2025Q4: 9,260 shares 9,260 $1.15M 0.04% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,381 shares 33,381 $1.14M 0.04% new Timeline IBDS 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: 31,360 shares; 2025Q1: 31,621 shares; 2025Q2: 33,572 shares; 2025Q3: 35,534 shares; 2025Q4: 47,042 shares 47,042 $1.14M 0.04% +11,508 Timeline RMD RESMED INC More: the full row for RESMED 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: 2,481 shares; 2025Q3: 3,830 shares; 2025Q4: 4,436 shares 4,436 $1.14M 0.04% +606 Timeline IQM 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: 8,775 shares; 2024Q4: 9,175 shares; 2025Q1: 4,924 shares; 2025Q2: 5,595 shares; 2025Q3: 6,946 shares; 2025Q4: 11,802 shares 11,802 $1.14M 0.04% +4,856 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,454 shares; 2025Q3: 17,574 shares; 2025Q4: 22,693 shares 22,693 $1.14M 0.04% +5,119 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,329 shares; 2024Q4: 29,288 shares; 2025Q1: 29,274 shares; 2025Q2: 182,944 shares; 2025Q3: 95,689 shares; 2025Q4: 78,363 shares 78,363 $1.14M 0.04% -17,326 Timeline XMAR 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: 71,327 shares; 2024Q4: 58,306 shares; 2025Q1: 41,566 shares; 2025Q2: 41,628 shares; 2025Q3: 33,627 shares; 2025Q4: 28,379 shares 28,379 $1.14M 0.04% -5,248 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: 22,307 shares; 2024Q4: 20,567 shares; 2025Q1: 11,399 shares; 2025Q2: 22,016 shares; 2025Q3: 21,418 shares; 2025Q4: 23,849 shares 23,849 $1.13M 0.04% +2,431 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,378 shares; 2025Q3: 4,200 shares; 2025Q4: 23,582 shares 23,582 $1.13M 0.04% +19,382 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 16,321 shares; 2025Q1: 5,163 shares; 2025Q2: 9,468 shares; 2025Q3: 9,565 shares; 2025Q4: 5,266 shares 5,266 $1.13M 0.04% -4,299 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR 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: 3,557 shares; 2025Q3: 7,487 shares; 2025Q4: 8,754 shares 8,754 $1.12M 0.04% +1,267 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 6,351 shares; 2025Q3: 11,212 shares; 2025Q4: 13,060 shares 13,060 $1.12M 0.04% +1,848 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,894 shares; 2025Q1: 11,883 shares; 2025Q2: 38,916 shares; 2025Q3: 38,630 shares; 2025Q4: 40,100 shares 40,100 $1.12M 0.04% +1,470 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,537 shares; 2024Q4: 31,190 shares; 2025Q1: 41,630 shares; 2025Q2: 51,117 shares; 2025Q3: 53,962 shares; 2025Q4: 59,232 shares 59,232 $1.12M 0.04% +5,270 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,997 shares; 2024Q4: 31,287 shares; 2025Q1: 38,430 shares; 2025Q2: 38,307 shares; 2025Q3: 42,007 shares; 2025Q4: 45,836 shares 45,836 $1.12M 0.04% +3,829 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,299 shares 9,299 $1.11M 0.04% new 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: 7,858 shares; 2024Q4: 5,838 shares; 2025Q1: 6,535 shares; 2025Q2: 9,469 shares; 2025Q3: 11,213 shares; 2025Q4: 11,931 shares 11,931 $1.11M 0.03% +718 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,882 shares; 2024Q4: 37,888 shares; 2025Q1: 35,379 shares; 2025Q2: 35,543 shares; 2025Q3: 35,524 shares; 2025Q4: 35,652 shares 35,652 $1.1M 0.03% +128 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: 5,370 shares; 2024Q4: 4,560 shares; 2025Q1: 4,575 shares; 2025Q2: 4,728 shares; 2025Q3: 4,898 shares; 2025Q4: 4,901 shares 4,901 $1.1M 0.03% +3 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,177 shares; 2025Q3: 16,079 shares; 2025Q4: 20,308 shares 20,308 $1.1M 0.03% +4,229 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,505 shares; 2025Q1: 1,701 shares; 2025Q2: 2,611 shares; 2025Q3: 2,929 shares; 2025Q4: 2,804 shares 2,804 $1.09M 0.03% -125 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 10,492 shares; 2025Q1: 7,824 shares; 2025Q2: 19,930 shares; 2025Q3: 37,885 shares; 2025Q4: 39,553 shares 39,553 $1.09M 0.03% +1,668 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 3,504 shares; 2025Q1: not reported; 2025Q2: 6,396 shares; 2025Q3: 5,457 shares; 2025Q4: 5,911 shares 5,911 $1.08M 0.03% +454 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,064 shares; 2024Q4: 33,420 shares; 2025Q1: 18,763 shares; 2025Q2: 13,166 shares; 2025Q3: 20,685 shares; 2025Q4: 9,036 shares 9,036 $1.08M 0.03% -11,649 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,370 shares; 2025Q3: 41,925 shares; 2025Q4: 75,188 shares 75,188 $1.06M 0.03% +33,263 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE 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: 8,516 shares; 2025Q3: 7,087 shares; 2025Q4: 6,056 shares 6,056 $1.06M 0.03% -1,031 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 25,848 shares; 2025Q1: 32,159 shares; 2025Q2: 40,142 shares; 2025Q3: 44,996 shares; 2025Q4: 48,741 shares 48,741 $1.06M 0.03% +3,745 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,156 shares; 2025Q1: 5,432 shares; 2025Q2: 6,169 shares; 2025Q3: 6,845 shares; 2025Q4: 12,898 shares 12,898 $1.06M 0.03% +6,053 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: 4,451 shares; 2025Q3: 5,833 shares; 2025Q4: 8,836 shares 8,836 $1.06M 0.03% +3,003 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,658 shares; 2025Q4: 1,531 shares 1,531 $1.04M 0.03% -127 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,046 shares; 2024Q4: 54,572 shares; 2025Q1: 55,059 shares; 2025Q2: 56,566 shares; 2025Q3: 57,876 shares; 2025Q4: 42,967 shares 42,967 $1.04M 0.03% -14,909 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,026 shares 17,026 $1.04M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,201 shares; 2025Q3: 10,953 shares; 2025Q4: 12,829 shares 12,829 $1.04M 0.03% +1,876 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,478 shares; 2025Q3: 9,326 shares; 2025Q4: 7,764 shares 7,764 $1.03M 0.03% -1,562 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,064 shares; 2025Q4: 19,863 shares 19,863 $1.03M 0.03% +4,799 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,567 shares; 2025Q3: 5,017 shares; 2025Q4: 4,660 shares 4,660 $1.03M 0.03% -357 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,094 shares; 2025Q3: 19,122 shares; 2025Q4: 20,782 shares 20,782 $1.03M 0.03% +1,660 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,881 shares; 2025Q1: 3,051 shares; 2025Q2: 7,611 shares; 2025Q3: 7,658 shares; 2025Q4: 7,340 shares 7,340 $1.01M 0.03% -318 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,889 shares; 2025Q2: 3,132 shares; 2025Q3: 3,678 shares; 2025Q4: 2,892 shares 2,892 $1.01M 0.03% -786 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: 69 shares; 2024Q4: 140 shares; 2025Q1: 133 shares; 2025Q2: 199 shares; 2025Q3: 212 shares; 2025Q4: 198 shares 198 $1.01M 0.03% -14 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: 2,557 shares; 2025Q3: 3,212 shares; 2025Q4: 3,264 shares 3,264 $1.01M 0.03% +52 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 75,846 shares; 2025Q3: 75,246 shares; 2025Q4: 75,246 shares 75,246 $1.01M 0.03% 0 Timeline SHYD 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: 26,451 shares; 2025Q3: 42,980 shares; 2025Q4: 43,502 shares 43,502 $1M 0.03% +522 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,842 shares; 2025Q2: 11,196 shares; 2025Q3: 4,761 shares; 2025Q4: 9,109 shares 9,109 $991K 0.03% +4,348 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,607 shares; 2025Q4: 8,769 shares 8,769 $984K 0.03% +162 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 975 shares; 2025Q1: 999 shares; 2025Q2: 2,321 shares; 2025Q3: 2,332 shares; 2025Q4: 2,242 shares 2,242 $984K 0.03% -90 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 4,923 shares; 2025Q3: 3,589 shares; 2025Q4: 2,695 shares 2,695 $981K 0.03% -894 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,758 shares 21,758 $977K 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,950 shares; 2024Q4: 14,480 shares; 2025Q1: 17,818 shares; 2025Q2: 8,418 shares; 2025Q3: 8,561 shares; 2025Q4: 13,916 shares 13,916 $973K 0.03% +5,355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 5,773 shares; 2025Q4: 8,200 shares 8,200 $955K 0.03% +2,427 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,386 shares; 2025Q1: 4,826 shares; 2025Q2: 6,952 shares; 2025Q3: 7,664 shares; 2025Q4: 8,423 shares 8,423 $948K 0.03% +759 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,537 shares; 2025Q1: 1,401 shares; 2025Q2: 9,339 shares; 2025Q3: 6,499 shares; 2025Q4: 5,124 shares 5,124 $948K 0.03% -1,375 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 4,857 shares; 2025Q1: 5,047 shares; 2025Q2: 12,463 shares; 2025Q3: 10,463 shares; 2025Q4: 8,979 shares 8,979 $946K 0.03% -1,484 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,926 shares; 2025Q1: 10,120 shares; 2025Q2: 68,007 shares; 2025Q3: 74,587 shares; 2025Q4: 78,390 shares 78,390 $935K 0.03% +3,803 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: not reported; 2025Q2: 19,583 shares; 2025Q3: 22,198 shares; 2025Q4: 22,818 shares 22,818 $933K 0.03% +620 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,093 shares; 2025Q1: 1,306 shares; 2025Q2: 1,930 shares; 2025Q3: 2,075 shares; 2025Q4: 2,043 shares 2,043 $927K 0.03% -32 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: 1,931 shares; 2024Q4: 2,776 shares; 2025Q1: 2,917 shares; 2025Q2: 4,270 shares; 2025Q3: 4,166 shares; 2025Q4: 4,165 shares 4,165 $914K 0.03% -1 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 49,830 shares; 2025Q4: 54,300 shares 54,300 $911K 0.03% +4,470 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,961 shares; 2025Q4: 26,192 shares 26,192 $908K 0.03% +2,231 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,983 shares; 2025Q2: 42,401 shares; 2025Q3: 47,243 shares; 2025Q4: 52,765 shares 52,765 $908K 0.03% +5,522 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,027 shares; 2024Q4: 17,006 shares; 2025Q1: 22,189 shares; 2025Q2: 28,558 shares; 2025Q3: 31,617 shares; 2025Q4: 34,565 shares 34,565 $905K 0.03% +2,948 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: 25,545 shares; 2024Q4: 23,599 shares; 2025Q1: 28,323 shares; 2025Q2: 17,624 shares; 2025Q3: 18,747 shares; 2025Q4: 17,580 shares 17,580 $891K 0.03% -1,167 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 3,686 shares; 2025Q1: 1,332 shares; 2025Q2: 2,585 shares; 2025Q3: 2,546 shares; 2025Q4: 2,509 shares 2,509 $890K 0.03% -37 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,401 shares; 2025Q3: 13,131 shares; 2025Q4: 14,549 shares 14,549 $889K 0.03% +1,418 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,139 shares; 2025Q1: 4,809 shares; 2025Q2: 4,920 shares; 2025Q3: 4,788 shares; 2025Q4: 4,234 shares 4,234 $889K 0.03% -554 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,979 shares; 2024Q4: 34,061 shares; 2025Q1: 32,342 shares; 2025Q2: 25,244 shares; 2025Q3: 26,974 shares; 2025Q4: 25,784 shares 25,784 $889K 0.03% -1,190 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 9,811 shares; 2025Q1: 9,811 shares; 2025Q2: 17,053 shares; 2025Q3: 16,692 shares; 2025Q4: 17,209 shares 17,209 $888K 0.03% +517 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: not reported; 2024Q4: 3,099 shares; 2025Q1: 3,257 shares; 2025Q2: 4,663 shares; 2025Q3: 6,361 shares; 2025Q4: 6,733 shares 6,733 $885K 0.03% +372 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,656 shares; 2025Q1: 2,617 shares; 2025Q2: 2,565 shares; 2025Q3: 2,662 shares; 2025Q4: 2,710 shares 2,710 $881K 0.03% +48 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: 7,392 shares; 2024Q4: 7,808 shares; 2025Q1: 4,299 shares; 2025Q2: 17,123 shares; 2025Q3: 13,942 shares; 2025Q4: 10,828 shares 10,828 $878K 0.03% -3,114 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 793 shares; 2025Q1: 669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,336 shares 2,336 $876K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,543 shares 13,543 $874K 0.03% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,876 shares 11,876 $869K 0.03% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,836 shares; 2025Q1: 2,860 shares; 2025Q2: 2,903 shares; 2025Q3: 3,561 shares; 2025Q4: 3,947 shares 3,947 $860K 0.03% +386 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,519 shares; 2025Q3: 36,185 shares; 2025Q4: 38,454 shares 38,454 $858K 0.03% +2,269 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: 1,088 shares; 2024Q4: 1,579 shares; 2025Q1: 1,646 shares; 2025Q2: 5,327 shares; 2025Q3: 4,288 shares; 2025Q4: 2,490 shares 2,490 $856K 0.03% -1,798 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,648 shares; 2025Q3: 8,244 shares; 2025Q4: 7,600 shares 7,600 $845K 0.03% -644 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: 17,901 shares; 2025Q4: 19,604 shares 19,604 $841K 0.03% +1,703 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,940 shares; 2025Q3: 9,452 shares; 2025Q4: 9,544 shares 9,544 $841K 0.03% +92 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 2,429 shares; 2025Q1: 2,307 shares; 2025Q2: 3,206 shares; 2025Q3: 3,869 shares; 2025Q4: 4,038 shares 4,038 $838K 0.03% +169 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: 7,867 shares; 2024Q4: 6,691 shares; 2025Q1: 3,908 shares; 2025Q2: 2,853 shares; 2025Q3: 2,687 shares; 2025Q4: 3,015 shares 3,015 $837K 0.03% +328 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: 506 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 812 shares; 2025Q3: 1,418 shares; 2025Q4: 1,640 shares 1,640 $835K 0.03% +222 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: 10,407 shares; 2025Q3: 9,217 shares; 2025Q4: 10,611 shares 10,611 $829K 0.03% +1,394 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: 22,998 shares; 2024Q4: 15,348 shares; 2025Q1: 7,457 shares; 2025Q2: 20,352 shares; 2025Q3: 17,175 shares; 2025Q4: 14,478 shares 14,478 $829K 0.03% -2,697 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,661 shares; 2025Q3: 51,173 shares; 2025Q4: 8,165 shares 8,165 $827K 0.03% -43,008 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 802 shares; 2025Q1: 2,151 shares; 2025Q2: 2,734 shares; 2025Q3: 2,629 shares; 2025Q4: 2,399 shares 2,399 $825K 0.03% -230 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,738 shares; 2024Q4: 12,192 shares; 2025Q1: 16,107 shares; 2025Q2: 19,235 shares; 2025Q3: 16,618 shares; 2025Q4: 16,650 shares 16,650 $820K 0.03% +32 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares; 2025Q3: 7,080 shares; 2025Q4: 6,747 shares 6,747 $819K 0.03% -333 Timeline WTPI 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: not reported; 2024Q4: 20,083 shares; 2025Q1: 23,181 shares; 2025Q2: 22,824 shares; 2025Q3: 20,020 shares; 2025Q4: 24,234 shares 24,234 $816K 0.03% +4,214 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,831 shares; 2024Q4: 24,104 shares; 2025Q1: 28,610 shares; 2025Q2: 28,529 shares; 2025Q3: 21,780 shares; 2025Q4: 22,350 shares 22,350 $810K 0.03% +570 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 2,514 shares; 2025Q1: 1,114 shares; 2025Q2: 2,463 shares; 2025Q3: 2,770 shares; 2025Q4: 2,633 shares 2,633 $810K 0.03% -137 Timeline AGGY 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: 15,437 shares; 2024Q4: 15,615 shares; 2025Q1: 16,196 shares; 2025Q2: 16,948 shares; 2025Q3: 20,748 shares; 2025Q4: 18,350 shares 18,350 $810K 0.03% -2,398 Timeline DJUN 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: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $809K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 2,983 shares; 2025Q4: 4,185 shares 4,185 $805K 0.03% +1,202 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 8,690 shares; 2025Q1: 8,183 shares; 2025Q2: 9,861 shares; 2025Q3: 9,821 shares; 2025Q4: 9,161 shares 9,161 $800K 0.03% -660 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,162 shares; 2025Q1: 4,330 shares; 2025Q2: 13,144 shares; 2025Q3: 11,825 shares; 2025Q4: 10,411 shares 10,411 $799K 0.03% -1,414 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: 8,304 shares; 2024Q4: 6,299 shares; 2025Q1: 5,004 shares; 2025Q2: 7,696 shares; 2025Q3: 9,330 shares; 2025Q4: 8,261 shares 8,261 $795K 0.03% -1,069 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,046 shares; 2025Q1: not reported; 2025Q2: 35,429 shares; 2025Q3: 38,316 shares; 2025Q4: 40,414 shares 40,414 $793K 0.03% +2,098 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: 3,104 shares; 2024Q4: 3,026 shares; 2025Q1: 3,173 shares; 2025Q2: 3,223 shares; 2025Q3: 3,942 shares; 2025Q4: 4,512 shares 4,512 $792K 0.03% +570 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,381 shares 6,381 $792K 0.03% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,378 shares; 2025Q3: 22,998 shares; 2025Q4: 47,705 shares 47,705 $792K 0.03% +24,707 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,720 shares; 2025Q1: 1,624 shares; 2025Q2: 1,686 shares; 2025Q3: 1,659 shares; 2025Q4: 2,427 shares 2,427 $791K 0.03% +768 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: 7,058 shares; 2024Q4: 7,213 shares; 2025Q1: 7,529 shares; 2025Q2: 7,357 shares; 2025Q3: 7,350 shares; 2025Q4: 7,854 shares 7,854 $790K 0.03% +504 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,835 shares; 2025Q3: 8,154 shares; 2025Q4: 16,203 shares 16,203 $790K 0.02% +8,049 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: 7,282 shares; 2024Q4: 58,568 shares; 2025Q1: 5,401 shares; 2025Q2: 5,982 shares; 2025Q3: 5,799 shares; 2025Q4: 4,692 shares 4,692 $783K 0.02% -1,107 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,144 shares; 2025Q3: 9,906 shares; 2025Q4: 10,340 shares 10,340 $781K 0.02% +434 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,543 shares; 2025Q1: 2,101 shares; 2025Q2: 2,415 shares; 2025Q3: 2,643 shares; 2025Q4: 2,871 shares 2,871 $771K 0.02% +228 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: 7,942 shares; 2024Q4: 6,357 shares; 2025Q1: 6,480 shares; 2025Q2: 17,214 shares; 2025Q3: 15,693 shares; 2025Q4: 8,037 shares 8,037 $771K 0.02% -7,656 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,715 shares; 2025Q3: 14,787 shares; 2025Q4: 9,470 shares 9,470 $770K 0.02% -5,317 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: 62,139 shares; 2024Q4: 48,356 shares; 2025Q1: 44,805 shares; 2025Q2: 56,981 shares; 2025Q3: 57,252 shares; 2025Q4: 56,582 shares 56,582 $770K 0.02% -670 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,094 shares 15,094 $769K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,065 shares 11,065 $763K 0.02% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,234 shares; 2025Q3: 28,379 shares; 2025Q4: 27,045 shares 27,045 $763K 0.02% -1,334 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 8,260 shares; 2025Q1: 8,260 shares; 2025Q2: 11,560 shares; 2025Q3: 17,410 shares; 2025Q4: 17,940 shares 17,940 $759K 0.02% +530 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,804 shares; 2025Q2: 3,160 shares; 2025Q3: 3,650 shares; 2025Q4: 3,671 shares 3,671 $759K 0.02% +21 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,205 shares; 2025Q4: 23,055 shares 23,055 $756K 0.02% +4,850 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,980 shares; 2024Q4: 68,928 shares; 2025Q1: 66,627 shares; 2025Q2: 64,071 shares; 2025Q3: 65,302 shares; 2025Q4: 65,302 shares 65,302 $756K 0.02% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,876 shares; 2024Q4: 65,250 shares; 2025Q1: 63,775 shares; 2025Q2: 63,957 shares; 2025Q3: 80,317 shares; 2025Q4: 76,134 shares 76,134 $755K 0.02% -4,183 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,647 shares; 2025Q1: 4,196 shares; 2025Q2: 5,034 shares; 2025Q3: 5,409 shares; 2025Q4: 6,204 shares 6,204 $753K 0.02% +795 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,984 shares; 2025Q3: 2,970 shares; 2025Q4: 2,435 shares 2,435 $750K 0.02% -535 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,340 shares 3,340 $740K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 518 shares; 2025Q2: 2,878 shares; 2025Q3: 1,835 shares; 2025Q4: 1,425 shares 1,425 $736K 0.02% -410 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 10,022 shares; 2025Q1: 9,005 shares; 2025Q2: 8,729 shares; 2025Q3: 8,560 shares; 2025Q4: 8,540 shares 8,540 $735K 0.02% -20 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,476 shares 28,476 $735K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,370 shares; 2025Q3: 11,771 shares; 2025Q4: 12,593 shares 12,593 $733K 0.02% +822 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 11,542 shares; 2025Q1: 13,208 shares; 2025Q2: 44,911 shares; 2025Q3: 24,796 shares; 2025Q4: 17,610 shares 17,610 $733K 0.02% -7,186 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: 13,211 shares; 2025Q3: 17,084 shares; 2025Q4: 20,265 shares 20,265 $733K 0.02% +3,181 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,781 shares; 2025Q2: 4,317 shares; 2025Q3: 4,117 shares; 2025Q4: 2,304 shares 2,304 $731K 0.02% -1,813 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,854 shares; 2025Q3: 233,452 shares; 2025Q4: 8,781 shares 8,781 $731K 0.02% -224,671 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: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 2,333 shares; 2025Q3: 1,707 shares; 2025Q4: 1,339 shares 1,339 $722K 0.02% -368 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 1,266 shares; 2025Q3: 1,444 shares; 2025Q4: 1,615 shares 1,615 $717K 0.02% +171 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,647 shares; 2025Q1: 4,779 shares; 2025Q2: 6,071 shares; 2025Q3: 6,920 shares; 2025Q4: 7,627 shares 7,627 $712K 0.02% +707 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 17,911 shares; 2025Q4: 17,911 shares 17,911 $704K 0.02% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,899 shares 12,899 $701K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,324 shares; 2024Q4: 16,253 shares; 2025Q1: 15,597 shares; 2025Q2: 18,171 shares; 2025Q3: 16,624 shares; 2025Q4: 16,320 shares 16,320 $697K 0.02% -304 Timeline IGF 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: 11,022 shares; 2025Q4: 11,161 shares 11,161 $695K 0.02% +139 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: 13,779 shares; 2024Q4: 13,779 shares; 2025Q1: 13,779 shares; 2025Q2: 13,779 shares; 2025Q3: 13,779 shares; 2025Q4: 13,779 shares 13,779 $694K 0.02% 0 Timeline VNET VNET GROUP INC More: the full row for VNET 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: 43,489 shares; 2025Q2: 58,701 shares; 2025Q3: 58,865 shares; 2025Q4: 65,158 shares 65,158 $688K 0.02% +6,293 Timeline HIMU 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: 13,158 shares; 2025Q4: 13,850 shares 13,850 $681K 0.02% +692 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: 11,144 shares; 2024Q4: 10,368 shares; 2025Q1: 10,320 shares; 2025Q2: 13,269 shares; 2025Q3: 13,409 shares; 2025Q4: 12,284 shares 12,284 $679K 0.02% -1,125 Timeline