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: 58,755 shares; 2024Q4: 50,779 shares; 2025Q1: 47,402 shares; 2025Q2: 46,324 shares; 2025Q3: 42,735 shares; 2025Q4: 40,883 shares 40,883 $28M 5.47% -1,852 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: 382,994 shares; 2024Q4: 346,117 shares; 2025Q1: 354,700 shares; 2025Q2: 364,665 shares; 2025Q3: 371,458 shares; 2025Q4: 406,544 shares 406,544 $25.4M 4.96% +35,086 Timeline BBUS 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: 10,221 shares; 2024Q4: 80,360 shares; 2025Q1: 112,547 shares; 2025Q2: 132,922 shares; 2025Q3: 157,136 shares; 2025Q4: 146,393 shares 146,393 $18.1M 3.52% -10,743 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: 75,667 shares; 2024Q4: 81,394 shares; 2025Q1: 94,701 shares; 2025Q2: 86,524 shares; 2025Q3: 94,230 shares; 2025Q4: 95,217 shares 95,217 $17.8M 3.47% +987 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: 63,498 shares; 2024Q4: 66,260 shares; 2025Q1: 67,838 shares; 2025Q2: 67,581 shares; 2025Q3: 56,678 shares; 2025Q4: 59,148 shares 59,148 $16.1M 3.14% +2,470 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 1,114 shares; 2025Q2: 1,067 shares; 2025Q3: 1,250 shares; 2025Q4: 23,603 shares 23,603 $15.9M 3.1% +22,353 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: 24,777 shares; 2024Q4: 25,232 shares; 2025Q1: 26,348 shares; 2025Q2: 26,919 shares; 2025Q3: 27,770 shares; 2025Q4: 28,686 shares 28,686 $13.9M 2.71% +916 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: 281,125 shares; 2024Q4: 271,770 shares; 2025Q1: 276,761 shares; 2025Q2: 279,522 shares; 2025Q3: 249,172 shares; 2025Q4: 247,780 shares 247,780 $13.3M 2.6% -1,392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,424 shares; 2025Q4: 218,506 shares 218,506 $11.3M 2.21% +60,082 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,557 shares; 2024Q4: 40,024 shares; 2025Q1: 41,158 shares; 2025Q2: 42,406 shares; 2025Q3: 39,334 shares; 2025Q4: 35,050 shares 35,050 $10.2M 1.99% -4,284 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: 29,688 shares; 2024Q4: 30,855 shares; 2025Q1: 36,066 shares; 2025Q2: 37,741 shares; 2025Q3: 38,027 shares; 2025Q4: 40,204 shares 40,204 $9.28M 1.81% +2,177 Timeline JPLD 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: not reported; 2025Q3: 113,547 shares; 2025Q4: 163,632 shares 163,632 $8.6M 1.68% +50,085 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: 23,968 shares; 2024Q4: 23,732 shares; 2025Q1: 25,803 shares; 2025Q2: 26,483 shares; 2025Q3: 26,419 shares; 2025Q4: 26,737 shares 26,737 $8.37M 1.63% +318 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,300 shares; 2025Q4: 372,252 shares 372,252 $8.29M 1.62% +237,952 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: 33,620 shares; 2024Q4: 37,867 shares; 2025Q1: 39,964 shares; 2025Q2: 42,810 shares; 2025Q3: 58,747 shares; 2025Q4: 58,612 shares 58,612 $7.04M 1.37% -135 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,829 shares; 2025Q4: 232,954 shares 232,954 $6.43M 1.26% +73,125 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: 6,717 shares; 2024Q4: 7,606 shares; 2025Q1: 8,793 shares; 2025Q2: 9,379 shares; 2025Q3: 9,660 shares; 2025Q4: 9,592 shares 9,592 $6.33M 1.24% -68 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: 16,125 shares; 2024Q4: 16,303 shares; 2025Q1: 16,934 shares; 2025Q2: 9,745 shares; 2025Q3: 9,648 shares; 2025Q4: 11,939 shares 11,939 $6M 1.17% +2,291 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,095 shares; 2024Q4: 17,998 shares; 2025Q1: 20,001 shares; 2025Q2: 20,261 shares; 2025Q3: 20,383 shares; 2025Q4: 19,047 shares 19,047 $5.98M 1.17% -1,336 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: 11,698 shares; 2024Q4: 13,884 shares; 2025Q1: 14,566 shares; 2025Q2: 14,045 shares; 2025Q3: 14,603 shares; 2025Q4: 17,000 shares 17,000 $5.88M 1.15% +2,397 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: not reported; 2024Q4: not reported; 2025Q1: 89,076 shares; 2025Q2: 90,770 shares; 2025Q3: 89,442 shares; 2025Q4: 82,044 shares 82,044 $5.86M 1.14% -7,398 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: 8,389 shares; 2024Q4: 9,231 shares; 2025Q1: 13,872 shares; 2025Q2: 12,195 shares; 2025Q3: 12,379 shares; 2025Q4: 13,021 shares 13,021 $5.86M 1.14% +642 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 85,350 shares 85,350 $4.4M 0.86% new Timeline TFLO 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: 58,503 shares; 2025Q4: 85,214 shares 85,214 $4.3M 0.84% +26,711 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: 11,805 shares; 2024Q4: 11,797 shares; 2025Q1: 12,497 shares; 2025Q2: 12,257 shares; 2025Q3: 12,234 shares; 2025Q4: 11,724 shares 11,724 $3.93M 0.77% -510 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,083 shares; 2025Q1: 1,209 shares; 2025Q2: 1,047 shares; 2025Q3: 753 shares; 2025Q4: 25,508 shares 25,508 $3.88M 0.76% +24,755 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,403 shares; 2025Q1: 23,363 shares; 2025Q2: 23,363 shares; 2025Q3: 23,363 shares; 2025Q4: 23,364 shares 23,364 $3.85M 0.75% +1 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: 26,702 shares; 2024Q4: 28,514 shares; 2025Q1: 32,072 shares; 2025Q2: 33,008 shares; 2025Q3: 33,048 shares; 2025Q4: 31,805 shares 31,805 $3.83M 0.75% -1,243 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,080 shares; 2024Q4: 77,590 shares; 2025Q1: 72,678 shares; 2025Q2: 74,651 shares; 2025Q3: 79,042 shares; 2025Q4: 88,135 shares 88,135 $3.78M 0.74% +9,093 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,590 shares; 2025Q4: 144,422 shares 144,422 $3.66M 0.71% +22,832 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: not reported; 2024Q4: not reported; 2025Q1: 166,091 shares; 2025Q2: 163,098 shares; 2025Q3: 161,858 shares; 2025Q4: 147,929 shares 147,929 $3.58M 0.7% -13,929 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: 16,491 shares; 2024Q4: 16,859 shares; 2025Q1: 28,356 shares; 2025Q2: 27,973 shares; 2025Q3: 28,207 shares; 2025Q4: 30,602 shares 30,602 $3.42M 0.67% +2,395 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: 2,829 shares; 2024Q4: 2,852 shares; 2025Q1: 6,020 shares; 2025Q2: 5,884 shares; 2025Q3: 5,881 shares; 2025Q4: 5,932 shares 5,932 $3.4M 0.66% +51 Timeline GSID 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: 42,801 shares; 2024Q4: 43,333 shares; 2025Q1: 40,507 shares; 2025Q2: 41,403 shares; 2025Q3: 44,029 shares; 2025Q4: 48,989 shares 48,989 $3.4M 0.66% +4,960 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: 9,685 shares; 2024Q4: 9,336 shares; 2025Q1: 9,134 shares; 2025Q2: 9,309 shares; 2025Q3: 9,589 shares; 2025Q4: 9,819 shares 9,819 $3.16M 0.62% +230 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: 178,615 shares; 2024Q4: 197,269 shares; 2025Q1: 212,287 shares; 2025Q2: 233,961 shares; 2025Q3: 173,203 shares; 2025Q4: 73,104 shares 73,104 $3.02M 0.59% -100,099 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: 2,310 shares; 2024Q4: 2,495 shares; 2025Q1: 2,471 shares; 2025Q2: 2,778 shares; 2025Q3: 2,539 shares; 2025Q4: 2,764 shares 2,764 $2.97M 0.58% +225 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: 4,488 shares; 2024Q4: 5,082 shares; 2025Q1: 8,701 shares; 2025Q2: 8,845 shares; 2025Q3: 8,720 shares; 2025Q4: 8,219 shares 8,219 $2.88M 0.56% -501 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: 4,204 shares; 2024Q4: 4,393 shares; 2025Q1: 3,797 shares; 2025Q2: 3,781 shares; 2025Q3: 3,847 shares; 2025Q4: 4,589 shares 4,589 $2.88M 0.56% +742 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,021 shares; 2025Q4: 59,103 shares 59,103 $2.75M 0.54% +9,082 Timeline DFSE 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: 59,571 shares; 2024Q4: 60,282 shares; 2025Q1: 56,127 shares; 2025Q2: 57,274 shares; 2025Q3: 59,959 shares; 2025Q4: 66,064 shares 66,064 $2.74M 0.53% +6,105 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,500 shares; 2024Q4: 308,027 shares; 2025Q1: 43,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253,752 shares 253,752 $2.18M 0.43% new Timeline FNDE 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: 65,474 shares; 2025Q2: 65,876 shares; 2025Q3: 64,851 shares; 2025Q4: 60,319 shares 60,319 $2.18M 0.42% -4,532 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,080 shares; 2024Q4: 29,382 shares; 2025Q1: 27,471 shares; 2025Q2: 28,278 shares; 2025Q3: 29,790 shares; 2025Q4: 32,763 shares 32,763 $2.15M 0.42% +2,973 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,737 shares; 2024Q4: 25,435 shares; 2025Q1: 29,316 shares; 2025Q2: 33,256 shares; 2025Q3: 15,195 shares; 2025Q4: 35,701 shares 35,701 $2.1M 0.41% +20,506 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: 24,149 shares; 2024Q4: 24,972 shares; 2025Q1: 25,641 shares; 2025Q2: 25,516 shares; 2025Q3: 21,557 shares; 2025Q4: 22,252 shares 22,252 $2.07M 0.4% +695 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: not reported; 2025Q4: 64,461 shares 64,461 $2.06M 0.4% new Timeline DIHP 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: 56,079 shares; 2024Q4: 55,625 shares; 2025Q1: 52,000 shares; 2025Q2: 54,013 shares; 2025Q3: 57,746 shares; 2025Q4: 64,727 shares 64,727 $2.05M 0.4% +6,981 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,878 shares; 2025Q2: 50,004 shares; 2025Q3: 48,963 shares; 2025Q4: 44,971 shares 44,971 $2.01M 0.39% -3,992 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: 538 shares; 2025Q1: 1,837 shares; 2025Q2: 1,840 shares; 2025Q3: 1,846 shares; 2025Q4: 1,808 shares 1,808 $1.94M 0.38% -38 Timeline XSOE 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: 49,183 shares; 2024Q4: 50,279 shares; 2025Q1: 46,744 shares; 2025Q2: 47,901 shares; 2025Q3: 45,692 shares; 2025Q4: 49,588 shares 49,588 $1.93M 0.38% +3,896 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,878 shares; 2024Q4: 71,266 shares; 2025Q1: 65,829 shares; 2025Q2: 66,036 shares; 2025Q3: 68,755 shares; 2025Q4: 74,610 shares 74,610 $1.93M 0.38% +5,855 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: 6,522 shares; 2024Q4: 6,572 shares; 2025Q1: 16,485 shares; 2025Q2: 16,797 shares; 2025Q3: 16,528 shares; 2025Q4: 15,176 shares 15,176 $1.9M 0.37% -1,352 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: 27,339 shares; 2024Q4: 29,622 shares; 2025Q1: 29,036 shares; 2025Q2: 32,835 shares; 2025Q3: 27,244 shares; 2025Q4: 26,415 shares 26,415 $1.83M 0.36% -829 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: not reported; 2025Q1: 83,931 shares; 2025Q2: 82,151 shares; 2025Q3: 81,716 shares; 2025Q4: 74,506 shares 74,506 $1.81M 0.35% -7,210 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,330 shares; 2025Q1: 2,543 shares; 2025Q2: 2,276 shares; 2025Q3: 2,250 shares; 2025Q4: 2,056 shares 2,056 $1.77M 0.35% -194 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,660 shares; 2025Q2: 79,505 shares; 2025Q3: 79,276 shares; 2025Q4: 73,629 shares 73,629 $1.68M 0.33% -5,647 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: not reported; 2024Q4: 601 shares; 2025Q1: 3,652 shares; 2025Q2: 3,646 shares; 2025Q3: 3,626 shares; 2025Q4: 3,486 shares 3,486 $1.63M 0.32% -140 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: 6,619 shares; 2024Q4: 6,281 shares; 2025Q1: 11,129 shares; 2025Q2: 9,845 shares; 2025Q3: 11,281 shares; 2025Q4: 10,693 shares 10,693 $1.63M 0.32% -588 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: 1,956 shares; 2024Q4: 2,026 shares; 2025Q1: 5,425 shares; 2025Q2: 5,404 shares; 2025Q3: 5,561 shares; 2025Q4: 5,262 shares 5,262 $1.61M 0.31% -299 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: 2,531 shares; 2024Q4: 2,563 shares; 2025Q1: 2,583 shares; 2025Q2: 2,561 shares; 2025Q3: 2,682 shares; 2025Q4: 2,812 shares 2,812 $1.6M 0.31% +130 Timeline IBDW 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: 83,217 shares; 2025Q2: 81,800 shares; 2025Q3: 81,683 shares; 2025Q4: 74,733 shares 74,733 $1.58M 0.31% -6,950 Timeline IBDV 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: 78,731 shares; 2025Q2: 77,120 shares; 2025Q3: 76,691 shares; 2025Q4: 70,147 shares 70,147 $1.55M 0.3% -6,544 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: 5,620 shares; 2024Q4: 6,153 shares; 2025Q1: 6,276 shares; 2025Q2: 6,414 shares; 2025Q3: 6,488 shares; 2025Q4: 6,688 shares 6,688 $1.53M 0.3% +200 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 8,754 shares; 2025Q1: 5,094 shares; 2025Q2: 5,227 shares; 2025Q3: 4,964 shares; 2025Q4: 4,997 shares 4,997 $1.52M 0.3% +33 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: 696 shares; 2024Q4: 710 shares; 2025Q1: 3,458 shares; 2025Q2: 3,515 shares; 2025Q3: 3,443 shares; 2025Q4: 3,218 shares 3,218 $1.5M 0.29% -225 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,466 shares; 2025Q1: 5,470 shares; 2025Q2: 5,602 shares; 2025Q3: 6,398 shares; 2025Q4: 8,388 shares 8,388 $1.49M 0.29% +1,990 Timeline IBDU 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: 70,829 shares; 2025Q2: 69,402 shares; 2025Q3: 69,125 shares; 2025Q4: 63,446 shares 63,446 $1.48M 0.29% -5,679 Timeline IBDT 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: 64,012 shares; 2025Q2: 62,612 shares; 2025Q3: 62,286 shares; 2025Q4: 57,113 shares 57,113 $1.45M 0.28% -5,173 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: 4,574 shares; 2024Q4: 4,582 shares; 2025Q1: 4,488 shares; 2025Q2: 4,082 shares; 2025Q3: 4,138 shares; 2025Q4: 5,059 shares 5,059 $1.44M 0.28% +921 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: 6,891 shares; 2024Q4: 6,958 shares; 2025Q1: 6,774 shares; 2025Q2: 6,948 shares; 2025Q3: 6,434 shares; 2025Q4: 7,246 shares 7,246 $1.41M 0.28% +812 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 1,920 shares; 2025Q1: 7,226 shares; 2025Q2: 6,678 shares; 2025Q3: 6,423 shares; 2025Q4: 6,086 shares 6,086 $1.41M 0.27% -337 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: 1,503 shares; 2024Q4: 1,514 shares; 2025Q1: 1,528 shares; 2025Q2: 1,601 shares; 2025Q3: 1,529 shares; 2025Q4: 14,752 shares 14,752 $1.38M 0.27% +13,223 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: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 9,760 shares; 2025Q3: 11,959 shares; 2025Q4: 13,704 shares 13,704 $1.37M 0.27% +1,745 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: 17,167 shares; 2024Q4: 16,368 shares; 2025Q1: 16,169 shares; 2025Q2: 16,605 shares; 2025Q3: 16,501 shares; 2025Q4: 17,435 shares 17,435 $1.34M 0.26% +934 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: 10,191 shares; 2024Q4: 10,568 shares; 2025Q1: 10,813 shares; 2025Q2: 13,135 shares; 2025Q3: 11,303 shares; 2025Q4: 18,602 shares 18,602 $1.3M 0.25% +7,299 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: 18,617 shares; 2024Q4: 19,093 shares; 2025Q1: 18,522 shares; 2025Q2: 18,862 shares; 2025Q3: 19,199 shares; 2025Q4: 23,574 shares 23,574 $1.3M 0.25% +4,375 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,827 shares; 2025Q2: 14,695 shares; 2025Q3: 14,775 shares; 2025Q4: 25,359 shares 25,359 $1.27M 0.25% +10,584 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: 4,887 shares; 2024Q4: 4,783 shares; 2025Q1: 4,057 shares; 2025Q2: 4,538 shares; 2025Q3: 5,975 shares; 2025Q4: 5,903 shares 5,903 $1.26M 0.25% -72 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 2,537 shares; 2025Q1: 5,360 shares; 2025Q2: 5,090 shares; 2025Q3: 4,863 shares; 2025Q4: 4,755 shares 4,755 $1.26M 0.25% -108 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,886 shares 2,886 $1.22M 0.24% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,970 shares 79,970 $1.2M 0.23% new 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: 2,543 shares; 2024Q4: 2,828 shares; 2025Q1: 2,805 shares; 2025Q2: 3,120 shares; 2025Q3: 3,180 shares; 2025Q4: 3,821 shares 3,821 $1.18M 0.23% +641 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 14,158 shares; 2025Q2: 14,079 shares; 2025Q3: 13,668 shares; 2025Q4: 13,431 shares 13,431 $1.17M 0.23% -237 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: 28,055 shares; 2024Q4: 29,710 shares; 2025Q1: 26,550 shares; 2025Q2: 24,351 shares; 2025Q3: 20,225 shares; 2025Q4: 23,089 shares 23,089 $1.12M 0.22% +2,864 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: 7,573 shares; 2024Q4: 7,620 shares; 2025Q1: 7,389 shares; 2025Q2: 7,640 shares; 2025Q3: 7,674 shares; 2025Q4: 8,022 shares 8,022 $1.09M 0.21% +348 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: 4,386 shares; 2024Q4: not reported; 2025Q1: 18,604 shares; 2025Q2: 18,785 shares; 2025Q3: 18,125 shares; 2025Q4: 17,065 shares 17,065 $1.08M 0.21% -1,060 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,431 shares; 2025Q3: 10,432 shares; 2025Q4: 13,256 shares 13,256 $1.08M 0.21% +2,824 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,657 shares; 2025Q1: not reported; 2025Q2: 30,275 shares; 2025Q3: 32,046 shares; 2025Q4: 32,122 shares 32,122 $1.07M 0.21% +76 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: 10,535 shares; 2024Q4: 12,312 shares; 2025Q1: 11,598 shares; 2025Q2: 12,610 shares; 2025Q3: 12,198 shares; 2025Q4: 9,804 shares 9,804 $1.05M 0.2% -2,394 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: 742 shares; 2024Q4: 760 shares; 2025Q1: 1,418 shares; 2025Q2: 1,487 shares; 2025Q3: 1,511 shares; 2025Q4: 1,575 shares 1,575 $1.04M 0.2% +64 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 5,466 shares; 2025Q1: 5,168 shares; 2025Q2: 5,319 shares; 2025Q3: 5,446 shares; 2025Q4: 5,560 shares 5,560 $1.02M 0.2% +114 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: 1,755 shares; 2024Q4: 3,976 shares; 2025Q1: 4,382 shares; 2025Q2: 7,407 shares; 2025Q3: 5,156 shares; 2025Q4: 6,254 shares 6,254 $1.01M 0.2% +1,098 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,198 shares; 2025Q1: 13,842 shares; 2025Q2: 74,517 shares; 2025Q3: 10,808 shares; 2025Q4: 98,897 shares 98,897 $1000K 0.2% +88,089 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: 6,228 shares; 2025Q1: 6,127 shares; 2025Q2: 6,332 shares; 2025Q3: 6,413 shares; 2025Q4: 7,553 shares 7,553 $990K 0.19% +1,140 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,951 shares; 2025Q2: 15,560 shares; 2025Q3: 15,120 shares; 2025Q4: 13,354 shares 13,354 $984K 0.19% -1,766 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: 53,767 shares; 2025Q2: 55,242 shares; 2025Q3: 52,558 shares; 2025Q4: 57,018 shares 57,018 $984K 0.19% +4,460 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: 112 shares; 2024Q4: 120 shares; 2025Q1: 126 shares; 2025Q2: 146 shares; 2025Q3: 160 shares; 2025Q4: 182 shares 182 $972K 0.19% +22 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: 1,565 shares; 2024Q4: 1,529 shares; 2025Q1: 2,983 shares; 2025Q2: 2,772 shares; 2025Q3: 2,626 shares; 2025Q4: 2,776 shares 2,776 $971K 0.19% +150 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: 3,857 shares; 2024Q4: 3,933 shares; 2025Q1: 3,821 shares; 2025Q2: 3,843 shares; 2025Q3: 3,027 shares; 2025Q4: 2,720 shares 2,720 $936K 0.18% -307 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,327 shares; 2024Q4: 24,004 shares; 2025Q1: 47,813 shares; 2025Q2: 96,290 shares; 2025Q3: 43,920 shares; 2025Q4: 48,570 shares 48,570 $894K 0.17% +4,650 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,938 shares; 2025Q2: 2,044 shares; 2025Q3: 1,972 shares; 2025Q4: 1,907 shares 1,907 $891K 0.17% -65 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: 897 shares; 2024Q4: 921 shares; 2025Q1: 898 shares; 2025Q2: 941 shares; 2025Q3: 967 shares; 2025Q4: 1,013 shares 1,013 $890K 0.17% +46 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: 3,580 shares; 2024Q4: 3,713 shares; 2025Q1: 3,629 shares; 2025Q2: 3,750 shares; 2025Q3: 3,863 shares; 2025Q4: 5,781 shares 5,781 $888K 0.17% +1,918 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: 7,969 shares; 2024Q4: 8,677 shares; 2025Q1: 7,792 shares; 2025Q2: 8,037 shares; 2025Q3: 7,887 shares; 2025Q4: 6,133 shares 6,133 $879K 0.17% -1,754 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: 10,081 shares; 2024Q4: 4,162 shares; 2025Q1: 4,700 shares; 2025Q2: 2,980 shares; 2025Q3: 3,644 shares; 2025Q4: 4,117 shares 4,117 $852K 0.17% +473 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: 19,271 shares; 2025Q2: 18,724 shares; 2025Q3: 18,709 shares; 2025Q4: 18,089 shares 18,089 $843K 0.16% -620 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,968 shares; 2025Q1: 3,622 shares; 2025Q2: 3,719 shares; 2025Q3: 3,651 shares; 2025Q4: 3,834 shares 3,834 $842K 0.16% +183 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: 7,548 shares; 2024Q4: 7,898 shares; 2025Q1: 4,031 shares; 2025Q2: 4,098 shares; 2025Q3: 5,379 shares; 2025Q4: 7,929 shares 7,929 $842K 0.16% +2,550 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 2,743 shares; 2025Q1: 2,847 shares; 2025Q2: 3,057 shares; 2025Q3: 2,992 shares; 2025Q4: 3,226 shares 3,226 $829K 0.16% +234 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,809 shares; 2025Q2: 4,428 shares; 2025Q3: 4,271 shares; 2025Q4: 4,063 shares 4,063 $825K 0.16% -208 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: 2,933 shares; 2024Q4: 3,068 shares; 2025Q1: 4,034 shares; 2025Q2: 2,082 shares; 2025Q3: 2,063 shares; 2025Q4: 2,367 shares 2,367 $781K 0.15% +304 Timeline NTSE 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: 21,840 shares; 2024Q4: 21,757 shares; 2025Q1: 20,464 shares; 2025Q2: 17,482 shares; 2025Q3: 18,469 shares; 2025Q4: 20,453 shares 20,453 $772K 0.15% +1,984 Timeline PID 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: 29,082 shares; 2024Q4: 29,926 shares; 2025Q1: 28,208 shares; 2025Q2: 29,168 shares; 2025Q3: 30,911 shares; 2025Q4: 34,589 shares 34,589 $761K 0.15% +3,678 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: not reported; 2024Q4: not reported; 2025Q1: 31,681 shares; 2025Q2: 31,489 shares; 2025Q3: 28,668 shares; 2025Q4: 25,281 shares 25,281 $756K 0.15% -3,387 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: not reported; 2025Q1: 2,920 shares; 2025Q2: 3,749 shares; 2025Q3: 3,789 shares; 2025Q4: 4,399 shares 4,399 $754K 0.15% +610 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,317 shares; 2025Q1: 1,291 shares; 2025Q2: 1,350 shares; 2025Q3: 1,341 shares; 2025Q4: 2,397 shares 2,397 $751K 0.15% +1,056 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,121 shares; 2025Q1: 1,073 shares; 2025Q2: 1,249 shares; 2025Q3: 1,450 shares; 2025Q4: 1,653 shares 1,653 $749K 0.15% +203 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,834 shares; 2025Q3: 8,350 shares; 2025Q4: 8,759 shares 8,759 $747K 0.15% +409 Timeline IDV 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: 18,762 shares 18,762 $740K 0.14% new 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: 2,514 shares; 2024Q4: 2,534 shares; 2025Q1: 2,488 shares; 2025Q2: 2,317 shares; 2025Q3: 2,331 shares; 2025Q4: 2,374 shares 2,374 $736K 0.14% +43 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 7,036 shares; 2025Q1: 7,207 shares; 2025Q2: 7,645 shares; 2025Q3: 7,740 shares; 2025Q4: 9,315 shares 9,315 $733K 0.14% +1,575 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 445 shares; 2025Q1: 439 shares; 2025Q2: 432 shares; 2025Q3: 426 shares; 2025Q4: 432 shares 432 $730K 0.14% +6 Timeline DNL 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: 14,116 shares; 2024Q4: 14,321 shares; 2025Q1: 13,540 shares; 2025Q2: 14,473 shares; 2025Q3: 15,621 shares; 2025Q4: 17,678 shares 17,678 $729K 0.14% +2,057 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: 2,153 shares; 2024Q4: 2,232 shares; 2025Q1: 2,223 shares; 2025Q2: 2,489 shares; 2025Q3: 2,407 shares; 2025Q4: 3,198 shares 3,198 $728K 0.14% +791 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: 18,820 shares; 2024Q4: 23,414 shares; 2025Q1: 28,088 shares; 2025Q2: 44,959 shares; 2025Q3: 37,338 shares; 2025Q4: 29,056 shares 29,056 $722K 0.14% -8,282 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: 786 shares; 2024Q4: 788 shares; 2025Q1: 780 shares; 2025Q2: 785 shares; 2025Q3: 789 shares; 2025Q4: 4,697 shares 4,697 $720K 0.14% +3,908 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 15,237 shares; 2025Q1: 14,283 shares; 2025Q2: 14,624 shares; 2025Q3: 15,710 shares; 2025Q4: 17,914 shares 17,914 $719K 0.14% +2,204 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,501 shares; 2025Q1: 1,385 shares; 2025Q2: 1,463 shares; 2025Q3: 1,500 shares; 2025Q4: 2,115 shares 2,115 $712K 0.14% +615 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: 552 shares; 2024Q4: 538 shares; 2025Q1: 543 shares; 2025Q2: 567 shares; 2025Q3: 572 shares; 2025Q4: 585 shares 585 $710K 0.14% +13 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: 30,178 shares 30,178 $701K 0.14% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 551 shares; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,283 shares; 2025Q4: 1,207 shares 1,207 $688K 0.13% -76 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: 6,976 shares; 2024Q4: 7,157 shares; 2025Q1: 3,686 shares; 2025Q2: 4,179 shares; 2025Q3: 3,925 shares; 2025Q4: 5,314 shares 5,314 $686K 0.13% +1,389 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: 1,532 shares; 2024Q4: 2,042 shares; 2025Q1: 2,062 shares; 2025Q2: 2,392 shares; 2025Q3: 2,050 shares; 2025Q4: 2,289 shares 2,289 $678K 0.13% +239 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,073 shares 7,073 $665K 0.13% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,286 shares; 2025Q1: 1,252 shares; 2025Q2: 1,439 shares; 2025Q3: 1,089 shares; 2025Q4: 1,161 shares 1,161 $658K 0.13% +72 Timeline IVLU 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: 17,891 shares; 2025Q2: 17,350 shares; 2025Q3: 17,251 shares; 2025Q4: 16,695 shares 16,695 $635K 0.12% -556 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: 17,478 shares; 2024Q4: 17,483 shares; 2025Q1: 16,263 shares; 2025Q2: 15,871 shares; 2025Q3: 14,850 shares; 2025Q4: 11,136 shares 11,136 $633K 0.12% -3,714 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: 5,407 shares; 2024Q4: 5,894 shares; 2025Q1: 5,929 shares; 2025Q2: 10,024 shares; 2025Q3: 6,899 shares; 2025Q4: 3,148 shares 3,148 $625K 0.12% -3,751 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 717 shares; 2025Q1: 709 shares; 2025Q2: 740 shares; 2025Q3: 743 shares; 2025Q4: 756 shares 756 $621K 0.12% +13 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 12,564 shares; 2025Q1: 12,636 shares; 2025Q2: 13,125 shares; 2025Q3: 13,285 shares; 2025Q4: 15,935 shares 15,935 $614K 0.12% +2,650 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,919 shares; 2025Q1: 2,800 shares; 2025Q2: 2,939 shares; 2025Q3: 2,959 shares; 2025Q4: 3,600 shares 3,600 $614K 0.12% +641 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: 1,556 shares; 2024Q4: 1,603 shares; 2025Q1: 936 shares; 2025Q2: 1,092 shares; 2025Q3: 1,024 shares; 2025Q4: 982 shares 982 $603K 0.12% -42 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: 917 shares; 2024Q4: 916 shares; 2025Q1: 891 shares; 2025Q2: 868 shares; 2025Q3: 859 shares; 2025Q4: 1,230 shares 1,230 $603K 0.12% +371 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: 14,005 shares; 2025Q3: 13,269 shares; 2025Q4: 12,389 shares 12,389 $587K 0.11% -880 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,036 shares; 2025Q1: 10,765 shares; 2025Q2: 10,651 shares; 2025Q3: 11,100 shares; 2025Q4: 12,600 shares 12,600 $583K 0.11% +1,500 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: 8,696 shares; 2024Q4: 8,878 shares; 2025Q1: 8,862 shares; 2025Q2: 6,163 shares; 2025Q3: 5,114 shares; 2025Q4: 10,809 shares 10,809 $583K 0.11% +5,695 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: 1,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,119 shares; 2025Q4: 2,377 shares 2,377 $576K 0.11% +1,258 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: 741 shares; 2025Q1: 719 shares; 2025Q2: 755 shares; 2025Q3: 716 shares; 2025Q4: 880 shares 880 $575K 0.11% +164 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: 3,388 shares; 2024Q4: 11,861 shares; 2025Q1: 25,994 shares; 2025Q2: 25,877 shares; 2025Q3: 15,290 shares; 2025Q4: 20,652 shares 20,652 $566K 0.11% +5,362 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: 4,309 shares; 2024Q4: 1,624 shares; 2025Q1: 1,620 shares; 2025Q2: 1,941 shares; 2025Q3: 1,967 shares; 2025Q4: 3,904 shares 3,904 $566K 0.11% +1,937 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 4,313 shares; 2025Q2: 4,443 shares; 2025Q3: 4,398 shares; 2025Q4: 4,148 shares 4,148 $561K 0.11% -250 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: 2,172 shares; 2024Q4: 2,167 shares; 2025Q1: 2,118 shares; 2025Q2: 2,123 shares; 2025Q3: 2,120 shares; 2025Q4: 2,288 shares 2,288 $556K 0.11% +168 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: 15,455 shares; 2024Q4: 14,452 shares; 2025Q1: 4,801 shares; 2025Q2: 4,507 shares; 2025Q3: 7,097 shares; 2025Q4: 5,909 shares 5,909 $553K 0.11% -1,188 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: 1,429 shares; 2024Q4: 1,495 shares; 2025Q1: 1,460 shares; 2025Q2: 1,447 shares; 2025Q3: 1,426 shares; 2025Q4: 1,480 shares 1,480 $548K 0.11% +54 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 652 shares; 2025Q1: 624 shares; 2025Q2: 618 shares; 2025Q3: 616 shares; 2025Q4: 615 shares 615 $541K 0.11% -1 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN 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: 3,703 shares; 2025Q2: 3,796 shares; 2025Q3: 3,605 shares; 2025Q4: 3,292 shares 3,292 $539K 0.11% -313 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: 6,712 shares; 2024Q4: 6,378 shares; 2025Q1: 2,655 shares; 2025Q2: 3,007 shares; 2025Q3: 3,029 shares; 2025Q4: 3,150 shares 3,150 $539K 0.11% +121 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,139 shares; 2025Q1: 3,624 shares; 2025Q2: 4,672 shares; 2025Q3: 4,218 shares; 2025Q4: 4,361 shares 4,361 $535K 0.1% +143 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: 3,399 shares; 2024Q4: 3,515 shares; 2025Q1: 3,457 shares; 2025Q2: 3,488 shares; 2025Q3: 3,580 shares; 2025Q4: 4,522 shares 4,522 $525K 0.1% +942 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: 928 shares; 2024Q4: 1,968 shares; 2025Q1: 2,905 shares; 2025Q2: 2,884 shares; 2025Q3: 2,955 shares; 2025Q4: 2,848 shares 2,848 $524K 0.1% -107 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,135 shares; 2025Q1: 6,182 shares; 2025Q2: 6,773 shares; 2025Q3: 7,066 shares; 2025Q4: 7,088 shares 7,088 $521K 0.1% +22 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,774 shares; 2025Q1: 1,759 shares; 2025Q2: 1,753 shares; 2025Q3: 1,751 shares; 2025Q4: 1,774 shares 1,774 $515K 0.1% +23 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: not reported; 2025Q3: 10,514 shares; 2025Q4: 11,672 shares 11,672 $508K 0.1% +1,158 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,512 shares; 2025Q1: 1,502 shares; 2025Q2: 1,521 shares; 2025Q3: 1,539 shares; 2025Q4: 1,983 shares 1,983 $508K 0.1% +444 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: not reported; 2025Q3: 6,866 shares; 2025Q4: 9,801 shares 9,801 $496K 0.1% +2,935 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,109 shares; 2025Q4: 2,343 shares 2,343 $489K 0.1% +1,234 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO 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: 10,018 shares 10,018 $482K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,632 shares; 2025Q3: 4,198 shares; 2025Q4: 3,898 shares 3,898 $480K 0.09% -300 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 4,294 shares; 2025Q3: 4,378 shares; 2025Q4: 5,909 shares 5,909 $479K 0.09% +1,531 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,023 shares; 2024Q4: 21,595 shares; 2025Q1: 21,061 shares; 2025Q2: 20,960 shares; 2025Q3: 21,280 shares; 2025Q4: 24,417 shares 24,417 $472K 0.09% +3,137 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,005 shares 4,005 $467K 0.09% new 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: 10,447 shares; 2024Q4: 10,815 shares; 2025Q1: 10,622 shares; 2025Q2: 10,808 shares; 2025Q3: 10,975 shares; 2025Q4: 18,331 shares 18,331 $467K 0.09% +7,356 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: 5,670 shares; 2024Q4: 5,651 shares; 2025Q1: 5,799 shares; 2025Q2: 3,696 shares; 2025Q3: 4,031 shares; 2025Q4: 4,072 shares 4,072 $466K 0.09% +41 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: 2,532 shares; 2025Q1: 3,492 shares; 2025Q2: 3,489 shares; 2025Q3: 2,551 shares; 2025Q4: 6,044 shares 6,044 $461K 0.09% +3,493 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: 5,332 shares; 2024Q4: 6,024 shares; 2025Q1: 5,437 shares; 2025Q2: 5,411 shares; 2025Q3: 5,518 shares; 2025Q4: 5,730 shares 5,730 $460K 0.09% +212 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: not reported; 2024Q4: 906 shares; 2025Q1: 983 shares; 2025Q2: 759 shares; 2025Q3: 999 shares; 2025Q4: 1,405 shares 1,405 $460K 0.09% +406 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: 1,360 shares; 2024Q4: 1,426 shares; 2025Q1: 1,457 shares; 2025Q2: 1,542 shares; 2025Q3: 1,554 shares; 2025Q4: 1,670 shares 1,670 $456K 0.09% +116 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: 1,693 shares; 2024Q4: 1,722 shares; 2025Q1: 1,950 shares; 2025Q2: 1,861 shares; 2025Q3: 1,871 shares; 2025Q4: 1,738 shares 1,738 $450K 0.09% -133 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: 4,012 shares; 2024Q4: 4,456 shares; 2025Q1: 4,621 shares; 2025Q2: 5,309 shares; 2025Q3: 5,600 shares; 2025Q4: 5,158 shares 5,158 $450K 0.09% -442 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,064 shares; 2025Q3: 8,837 shares; 2025Q4: 12,111 shares 12,111 $447K 0.09% +3,274 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 14,211 shares; 2025Q1: 10,615 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,707 shares 27,707 $447K 0.09% new 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: 4,243 shares; 2024Q4: 4,255 shares; 2025Q1: 4,150 shares; 2025Q2: 3,942 shares; 2025Q3: 3,940 shares; 2025Q4: 5,574 shares 5,574 $440K 0.09% +1,634 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 3,876 shares 3,876 $434K 0.08% new 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: 9,732 shares; 2024Q4: 12,229 shares; 2025Q1: 8,016 shares; 2025Q2: 5,783 shares; 2025Q3: not reported; 2025Q4: 8,524 shares 8,524 $433K 0.08% new 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: 4,716 shares; 2024Q4: 3,012 shares; 2025Q1: 3,002 shares; 2025Q2: 3,032 shares; 2025Q3: 1,065 shares; 2025Q4: 908 shares 908 $430K 0.08% -157 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: 1,950 shares; 2024Q4: 1,976 shares; 2025Q1: 1,884 shares; 2025Q2: 1,737 shares; 2025Q3: 1,794 shares; 2025Q4: 1,777 shares 1,777 $429K 0.08% -17 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 3,014 shares; 2025Q1: 2,519 shares; 2025Q2: 3,121 shares; 2025Q3: 2,871 shares; 2025Q4: 5,413 shares 5,413 $428K 0.08% +2,542 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 11,490 shares; 2025Q1: 10,382 shares; 2025Q2: 10,804 shares; 2025Q3: 12,736 shares; 2025Q4: 10,500 shares 10,500 $428K 0.08% -2,236 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,100 shares; 2025Q2: 15,113 shares; 2025Q3: 9,603 shares; 2025Q4: 9,663 shares 9,663 $426K 0.08% +60 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,172 shares; 2025Q1: 5,221 shares; 2025Q2: 4,986 shares; 2025Q3: 5,235 shares; 2025Q4: 5,165 shares 5,165 $422K 0.08% -70 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: 1,260 shares; 2024Q4: 1,283 shares; 2025Q1: 1,233 shares; 2025Q2: 1,273 shares; 2025Q3: 1,326 shares; 2025Q4: 1,318 shares 1,318 $420K 0.08% -8 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: 418 shares; 2024Q4: 701 shares; 2025Q1: 344 shares; 2025Q2: 269 shares; 2025Q3: 507 shares; 2025Q4: 391 shares 391 $419K 0.08% -116 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,929 shares; 2025Q1: 1,916 shares; 2025Q2: 1,891 shares; 2025Q3: 1,672 shares; 2025Q4: 1,602 shares 1,602 $414K 0.08% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 844 shares 844 $408K 0.08% +435 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 447 shares; 2025Q1: 429 shares; 2025Q2: 461 shares; 2025Q3: 449 shares; 2025Q4: 531 shares 531 $407K 0.08% +82 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,359 shares; 2025Q1: 1,307 shares; 2025Q2: 1,309 shares; 2025Q3: 1,323 shares; 2025Q4: 1,415 shares 1,415 $406K 0.08% +92 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,192 shares; 2025Q1: 1,091 shares; 2025Q2: 1,251 shares; 2025Q3: 1,302 shares; 2025Q4: 1,465 shares 1,465 $403K 0.08% +163 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 275 shares; 2025Q1: 290 shares; 2025Q2: 4,237 shares; 2025Q3: 4,452 shares; 2025Q4: 4,403 shares 4,403 $402K 0.08% -49 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,403 shares; 2025Q3: 3,672 shares; 2025Q4: 4,043 shares 4,043 $402K 0.08% +371 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: 7,940 shares; 2024Q4: 8,119 shares; 2025Q1: 7,965 shares; 2025Q2: 8,234 shares; 2025Q3: 8,332 shares; 2025Q4: 8,369 shares 8,369 $400K 0.08% +37 Timeline DFEV 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: 11,852 shares 11,852 $400K 0.08% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,734 shares 1,734 $397K 0.08% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 778 shares; 2025Q4: 1,630 shares 1,630 $396K 0.08% +852 Timeline DVYE 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: 12,693 shares 12,693 $396K 0.08% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,658 shares; 2025Q2: 5,311 shares; 2025Q3: 5,168 shares; 2025Q4: 5,886 shares 5,886 $395K 0.08% +718 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 657 shares; 2025Q2: 668 shares; 2025Q3: 680 shares; 2025Q4: 678 shares 678 $392K 0.08% -2 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,643 shares; 2024Q4: 10,902 shares; 2025Q1: 11,609 shares; 2025Q2: 12,117 shares; 2025Q3: 12,446 shares; 2025Q4: 13,965 shares 13,965 $391K 0.08% +1,519 Timeline COOK TRAEGER INC COM More: the full row for TRAEGER INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,657 shares; 2025Q3: 472,150 shares; 2025Q4: 362,016 shares 362,016 $391K 0.08% -110,134 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,970 shares 5,970 $391K 0.08% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,482 shares; 2025Q1: 2,453 shares; 2025Q2: 2,400 shares; 2025Q3: 2,403 shares; 2025Q4: 2,416 shares 2,416 $388K 0.08% +13 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: not reported; 2025Q4: 8,605 shares 8,605 $385K 0.08% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,106 shares; 2025Q1: 2,667 shares; 2025Q2: 3,160 shares; 2025Q3: 3,492 shares; 2025Q4: 3,279 shares 3,279 $384K 0.08% -213 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,143 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,088 shares; 2025Q4: 3,068 shares 3,068 $384K 0.07% +980 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: 20,853 shares; 2024Q4: 17,957 shares; 2025Q1: 19,486 shares; 2025Q2: 14,081 shares; 2025Q3: 7,890 shares; 2025Q4: 5,018 shares 5,018 $372K 0.07% -2,872 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: 4,251 shares; 2024Q4: 3,193 shares; 2025Q1: 3,228 shares; 2025Q2: 3,272 shares; 2025Q3: 3,711 shares; 2025Q4: 4,033 shares 4,033 $371K 0.07% +322 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: 4,514 shares; 2025Q3: 4,629 shares; 2025Q4: 6,423 shares 6,423 $368K 0.07% +1,794 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 1,173 shares; 2025Q2: 1,254 shares; 2025Q3: 1,803 shares; 2025Q4: 1,814 shares 1,814 $368K 0.07% +11 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,935 shares; 2025Q4: 11,804 shares 11,804 $366K 0.07% -131 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: 1,412 shares; 2024Q4: 1,148 shares; 2025Q1: 1,529 shares; 2025Q2: 1,579 shares; 2025Q3: 1,615 shares; 2025Q4: 1,685 shares 1,685 $366K 0.07% +70 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 6,153 shares; 2025Q1: 6,069 shares; 2025Q2: 12,224 shares; 2025Q3: 9,286 shares; 2025Q4: 9,106 shares 9,106 $365K 0.07% -180 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,431 shares; 2025Q1: 4,311 shares; 2025Q2: 4,411 shares; 2025Q3: 4,455 shares; 2025Q4: 4,474 shares 4,474 $364K 0.07% +19 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: not reported; 2024Q4: 1,789 shares; 2025Q1: 1,053 shares; 2025Q2: 1,738 shares; 2025Q3: 1,212 shares; 2025Q4: 917 shares 917 $363K 0.07% -295 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: 6,244 shares; 2024Q4: 5,181 shares; 2025Q1: 2,383 shares; 2025Q2: 2,504 shares; 2025Q3: 2,515 shares; 2025Q4: 2,531 shares 2,531 $363K 0.07% +16 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: not reported; 2025Q3: not reported; 2025Q4: 1,223 shares 1,223 $355K 0.07% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,897 shares; 2025Q1: 2,854 shares; 2025Q2: 3,169 shares; 2025Q3: 3,288 shares; 2025Q4: 3,504 shares 3,504 $350K 0.07% +216 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,028 shares; 2024Q4: 15,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,468 shares 6,468 $349K 0.07% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,809 shares; 2025Q1: 2,625 shares; 2025Q2: 2,126 shares; 2025Q3: 1,804 shares; 2025Q4: 1,784 shares 1,784 $348K 0.07% -20 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,934 shares; 2025Q1: 10,584 shares; 2025Q2: 10,941 shares; 2025Q3: 10,797 shares; 2025Q4: 11,666 shares 11,666 $348K 0.07% +869 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,711 shares; 2025Q1: 1,735 shares; 2025Q2: 1,598 shares; 2025Q3: 1,395 shares; 2025Q4: 1,624 shares 1,624 $348K 0.07% +229 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 91 shares; 2025Q1: 100 shares; 2025Q2: 95 shares; 2025Q3: 100 shares; 2025Q4: 102 shares 102 $346K 0.07% +2 Timeline PMAY 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: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 8,643 shares; 2025Q3: 8,643 shares; 2025Q4: 8,643 shares 8,643 $342K 0.07% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares 2,481 $342K 0.07% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares 361 $337K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,029 shares; 2025Q2: 2,435 shares; 2025Q3: 2,745 shares; 2025Q4: 2,918 shares 2,918 $336K 0.07% +173 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: 1,832 shares; 2024Q4: 1,831 shares; 2025Q1: 1,776 shares; 2025Q2: 1,800 shares; 2025Q3: 1,794 shares; 2025Q4: 1,782 shares 1,782 $335K 0.07% -12 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,615 shares; 2025Q1: 3,487 shares; 2025Q2: 3,550 shares; 2025Q3: 3,477 shares; 2025Q4: 3,908 shares 3,908 $334K 0.07% +431 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,381 shares; 2025Q1: 1,337 shares; 2025Q2: 1,010 shares; 2025Q3: 1,041 shares; 2025Q4: 1,228 shares 1,228 $333K 0.06% +187 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,088 shares 8,088 $333K 0.06% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 10,039 shares; 2025Q1: 10,065 shares; 2025Q2: 10,180 shares; 2025Q3: 10,198 shares; 2025Q4: 12,963 shares 12,963 $332K 0.06% +2,765 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,316 shares; 2025Q1: 2,255 shares; 2025Q2: 2,296 shares; 2025Q3: 2,313 shares; 2025Q4: 2,371 shares 2,371 $328K 0.06% +58 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: not reported; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 3,851 shares 3,851 $327K 0.06% +1,394 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: 4,982 shares 4,982 $326K 0.06% new 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: 938 shares; 2024Q4: 930 shares; 2025Q1: 864 shares; 2025Q2: 1,003 shares; 2025Q3: 1,029 shares; 2025Q4: 1,030 shares 1,030 $322K 0.06% +1 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,497 shares; 2024Q4: 39,690 shares; 2025Q1: 39,745 shares; 2025Q2: 40,924 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares 8,500 $321K 0.06% 0 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,178 shares 11,178 $319K 0.06% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,613 shares 6,613 $316K 0.06% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,634 shares; 2025Q3: 8,681 shares; 2025Q4: 7,465 shares 7,465 $311K 0.06% -1,216 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: 313,800 shares; 2024Q4: 340,091 shares; 2025Q1: 365,099 shares; 2025Q2: 378,760 shares; 2025Q3: 362,305 shares; 2025Q4: 13,356 shares 13,356 $308K 0.06% -348,949 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,895 shares 1,895 $307K 0.06% new 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: 2,366 shares; 2024Q4: 2,377 shares; 2025Q1: 2,350 shares; 2025Q2: 2,362 shares; 2025Q3: 2,439 shares; 2025Q4: 2,386 shares 2,386 $304K 0.06% -53 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 422 shares; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 429 shares; 2025Q4: 488 shares 488 $304K 0.06% +59 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,609 shares; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,395 shares; 2025Q4: 3,515 shares 3,515 $302K 0.06% +120 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 828 shares; 2025Q1: 812 shares; 2025Q2: 815 shares; 2025Q3: 833 shares; 2025Q4: 786 shares 786 $302K 0.06% -47 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: 1,570 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares; 2025Q4: 1,653 shares 1,653 $298K 0.06% +181 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,058 shares; 2025Q1: 2,259 shares; 2025Q2: 2,371 shares; 2025Q3: 1,885 shares; 2025Q4: 1,849 shares 1,849 $298K 0.06% -36 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: 10,385 shares; 2024Q4: 10,195 shares; 2025Q1: 4,477 shares; 2025Q2: 3,576 shares; 2025Q3: 3,318 shares; 2025Q4: 3,449 shares 3,449 $290K 0.06% +131 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,811 shares; 2025Q3: 4,888 shares; 2025Q4: 4,917 shares 4,917 $289K 0.06% +29 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,824 shares; 2025Q1: 2,655 shares; 2025Q2: 2,538 shares; 2025Q3: 2,573 shares; 2025Q4: 2,602 shares 2,602 $289K 0.06% +29 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares 373 $288K 0.06% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,131 shares; 2025Q1: 4,060 shares; 2025Q2: 4,126 shares; 2025Q3: 4,103 shares; 2025Q4: 4,259 shares 4,259 $285K 0.06% +156 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 3,222 shares; 2025Q3: 3,039 shares; 2025Q4: 2,739 shares 2,739 $284K 0.06% -300 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,359 shares 2,359 $283K 0.06% +11 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: 782 shares; 2024Q4: 776 shares; 2025Q1: 772 shares; 2025Q2: 770 shares; 2025Q3: 780 shares; 2025Q4: 762 shares 762 $282K 0.05% -18 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: 1,401 shares; 2024Q4: 1,444 shares; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 1,768 shares; 2025Q4: 1,818 shares 1,818 $280K 0.05% +50 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,656 shares; 2025Q1: 1,680 shares; 2025Q2: 1,867 shares; 2025Q3: 1,837 shares; 2025Q4: 1,728 shares 1,728 $280K 0.05% -109 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,654 shares 4,654 $279K 0.05% new Timeline IT GARTNER INC More: the full row for GARTNER 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: 1,107 shares 1,107 $279K 0.05% new 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: 1,441 shares; 2024Q4: 1,461 shares; 2025Q1: 1,485 shares; 2025Q2: 1,519 shares; 2025Q3: 1,348 shares; 2025Q4: 1,502 shares 1,502 $279K 0.05% +154 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 892 shares; 2025Q1: 920 shares; 2025Q2: 940 shares; 2025Q3: 978 shares; 2025Q4: 1,052 shares 1,052 $277K 0.05% +74 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,803 shares 1,803 $276K 0.05% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares 970 $275K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536 shares 536 $274K 0.05% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,732 shares; 2025Q1: 1,723 shares; 2025Q2: 1,713 shares; 2025Q3: 1,730 shares; 2025Q4: 1,700 shares 1,700 $273K 0.05% -30 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: 15,733 shares; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 2,416 shares 2,416 $273K 0.05% +821 Timeline PIZ 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: 5,573 shares 5,573 $273K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,662 shares 1,662 $269K 0.05% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,042 shares; 2024Q4: 40,454 shares; 2025Q1: 38,466 shares; 2025Q2: 41,065 shares; 2025Q3: 40,773 shares; 2025Q4: 50,420 shares 50,420 $267K 0.05% +9,647 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: 2,810 shares; 2025Q1: 3,359 shares; 2025Q2: 3,286 shares; 2025Q3: 2,843 shares; 2025Q4: 2,798 shares 2,798 $267K 0.05% -45 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: 1,548 shares 1,548 $267K 0.05% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,468 shares; 2025Q1: 1,472 shares; 2025Q2: 1,471 shares; 2025Q3: 1,449 shares; 2025Q4: 1,435 shares 1,435 $266K 0.05% -14 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,667 shares 9,667 $266K 0.05% new 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: 650 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 332 shares; 2025Q4: 351 shares 351 $265K 0.05% +19 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,652 shares 1,652 $264K 0.05% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,330 shares 1,330 $262K 0.05% +323 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,459 shares; 2025Q1: 2,433 shares; 2025Q2: 2,471 shares; 2025Q3: 2,492 shares; 2025Q4: 2,454 shares 2,454 $261K 0.05% -38 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,838 shares 5,838 $260K 0.05% new Timeline PJAN 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: 5,973 shares; 2025Q3: 5,973 shares; 2025Q4: 5,516 shares 5,516 $259K 0.05% -457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: 729 shares 729 $258K 0.05% +105 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,780 shares; 2025Q4: 3,983 shares 3,983 $257K 0.05% +203 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,706 shares; 2025Q4: 28,439 shares 28,439 $257K 0.05% +6,733 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: 2,348 shares; 2025Q1: 2,295 shares; 2025Q2: 2,385 shares; 2025Q3: not reported; 2025Q4: 3,226 shares 3,226 $256K 0.05% 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: 575 shares; 2024Q4: 564 shares; 2025Q1: 503 shares; 2025Q2: 543 shares; 2025Q3: 548 shares; 2025Q4: 541 shares 541 $254K 0.05% -7 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,496 shares 9,496 $254K 0.05% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,730 shares; 2025Q4: 2,012 shares 2,012 $253K 0.05% +282 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,829 shares; 2025Q4: 3,755 shares 3,755 $252K 0.05% +926 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 2,441 shares; 2025Q4: 2,385 shares 2,385 $251K 0.05% -56 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,294 shares 1,294 $251K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,749 shares; 2025Q1: 682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares 433 $251K 0.05% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares 512 $249K 0.05% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 316 shares; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 303 shares; 2025Q4: 308 shares 308 $249K 0.05% +5 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,453 shares; 2025Q3: 4,493 shares; 2025Q4: 4,642 shares 4,642 $249K 0.05% +149 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: 826 shares; 2025Q3: 843 shares; 2025Q4: 889 shares 889 $249K 0.05% +46 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: not reported; 2025Q4: 7,954 shares 7,954 $248K 0.05% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,873 shares 2,873 $248K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 822 shares; 2025Q1: 925 shares; 2025Q2: 786 shares; 2025Q3: 566 shares; 2025Q4: 702 shares 702 $247K 0.05% +136 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,216 shares; 2025Q1: 1,147 shares; 2025Q2: 1,114 shares; 2025Q3: 1,115 shares; 2025Q4: 1,133 shares 1,133 $247K 0.05% +18 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: not reported; 2025Q4: 2,573 shares 2,573 $247K 0.05% 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: 9,841 shares; 2024Q4: 9,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,457 shares 2,457 $245K 0.05% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 508 shares; 2025Q4: 423 shares 423 $245K 0.05% -85 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 1,702 shares; 2025Q3: 1,412 shares; 2025Q4: 1,529 shares 1,529 $244K 0.05% +117 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,732 shares 20,732 $243K 0.05% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,216 shares; 2025Q2: 4,114 shares; 2025Q3: 4,080 shares; 2025Q4: 4,081 shares 4,081 $243K 0.05% +1 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 15,742 shares; 2025Q1: 15,372 shares; 2025Q2: 14,789 shares; 2025Q3: 14,968 shares; 2025Q4: 15,090 shares 15,090 $243K 0.05% +122 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 1,870 shares 1,870 $241K 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501 shares; 2025Q4: 4,105 shares 4,105 $241K 0.05% +604 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,760 shares 3,760 $241K 0.05% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: 638 shares; 2025Q2: 650 shares; 2025Q3: 665 shares; 2025Q4: 671 shares 671 $240K 0.05% +6 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares 1,340 $238K 0.05% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,392 shares; 2025Q1: 2,391 shares; 2025Q2: 1,513 shares; 2025Q3: 1,489 shares; 2025Q4: 1,456 shares 1,456 $237K 0.05% -33 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 866 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 830 shares; 2025Q4: 830 shares 830 $237K 0.05% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 6,020 shares; 2025Q1: 5,982 shares; 2025Q2: 5,822 shares; 2025Q3: 4,015 shares; 2025Q4: 4,012 shares 4,012 $235K 0.05% -3 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: 12,569 shares; 2025Q3: 12,658 shares; 2025Q4: 14,029 shares 14,029 $235K 0.05% +1,371 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 8,384 shares 8,384 $235K 0.05% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,820 shares; 2025Q1: 3,729 shares; 2025Q2: 3,806 shares; 2025Q3: 3,833 shares; 2025Q4: 3,896 shares 3,896 $234K 0.05% +63 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: 1,622 shares 1,622 $233K 0.05% +32 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: not reported; 2025Q3: 3,089 shares; 2025Q4: 3,116 shares 3,116 $232K 0.05% +27 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,577 shares; 2025Q2: 6,620 shares; 2025Q3: 6,450 shares; 2025Q4: 5,545 shares 5,545 $231K 0.05% -905 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: 925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659 shares 659 $231K 0.05% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,719 shares; 2025Q1: not reported; 2025Q2: 1,631 shares; 2025Q3: 1,636 shares; 2025Q4: 1,639 shares 1,639 $229K 0.04% +3 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares 826 $229K 0.04% 0 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: 6,639 shares; 2025Q3: not reported; 2025Q4: 3,549 shares 3,549 $229K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,477 shares; 2025Q1: 1,391 shares; 2025Q2: 1,003 shares; 2025Q3: 959 shares; 2025Q4: 919 shares 919 $228K 0.04% -40 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,798 shares 1,798 $226K 0.04% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,940 shares; 2025Q2: 3,414 shares; 2025Q3: 3,037 shares; 2025Q4: 1,976 shares 1,976 $225K 0.04% -1,061 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 666 shares 666 $224K 0.04% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares 1,629 $224K 0.04% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,825 shares; 2025Q4: 2,812 shares 2,812 $222K 0.04% -13 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 13,451 shares; 2025Q1: 10,984 shares; 2025Q2: 13,182 shares; 2025Q3: 13,142 shares; 2025Q4: 15,697 shares 15,697 $220K 0.04% +2,555 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 325 shares 325 $220K 0.04% +9 Timeline NVNI NVNI GROUP LIMITED More: the full row for NVNI GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,502 shares 82,502 $219K 0.04% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,951 shares 1,951 $218K 0.04% new Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares 2,797 $218K 0.04% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares 3,126 $217K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares 784 $216K 0.04% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 2,508 shares 2,508 $216K 0.04% -6 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: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 4,944 shares 4,944 $216K 0.04% +244 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: 1,280 shares; 2024Q4: 1,353 shares; 2025Q1: 1,708 shares; 2025Q2: 1,248 shares; 2025Q3: 1,210 shares; 2025Q4: 1,236 shares 1,236 $214K 0.04% +26 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: 3,596 shares; 2025Q3: 3,758 shares; 2025Q4: 3,650 shares 3,650 $214K 0.04% -108 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,628 shares 5,628 $214K 0.04% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 767 shares; 2025Q1: 755 shares; 2025Q2: 738 shares; 2025Q3: 727 shares; 2025Q4: 709 shares 709 $213K 0.04% -18 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,313 shares 4,313 $212K 0.04% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 944 shares; 2025Q4: 949 shares 949 $211K 0.04% +5 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,252 shares; 2025Q4: 4,664 shares 4,664 $209K 0.04% +412 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,385 shares 7,385 $209K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: 989 shares 989 $207K 0.04% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 610 shares; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 626 shares 626 $206K 0.04% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,128 shares 2,128 $205K 0.04% 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: not reported; 2025Q3: 218 shares; 2025Q4: 225 shares 225 $204K 0.04% +7 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: not reported; 2025Q4: 2,916 shares 2,916 $204K 0.04% new Timeline HAFN HAFNIA LTD More: the full row for HAFNIA 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: 19,301 shares; 2025Q3: 33,724 shares; 2025Q4: 32,405 shares 32,405 $173K 0.03% -1,319 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,362 shares; 2025Q1: not reported; 2025Q2: 21,800 shares; 2025Q3: 22,960 shares; 2025Q4: 22,984 shares 22,984 $171K 0.03% +24 Timeline TNGY 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: 19,292 shares; 2025Q3: 18,884 shares; 2025Q4: 16,794 shares 16,794 $154K 0.03% -2,090 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,702 shares 22,702 $151K 0.03% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 31,531 shares; 2025Q1: 32,453 shares; 2025Q2: 31,726 shares; 2025Q3: 33,757 shares; 2025Q4: 16,783 shares 16,783 $141K 0.03% -16,974 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA 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: 14,588 shares; 2025Q3: 13,611 shares; 2025Q4: 13,973 shares 13,973 $137K 0.03% +362 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS 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: 10,628 shares; 2025Q2: 10,416 shares; 2025Q3: not reported; 2025Q4: 10,437 shares 10,437 $127K 0.02% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,213 shares; 2025Q1: 24,562 shares; 2025Q2: 28,995 shares; 2025Q3: 29,420 shares; 2025Q4: 24,173 shares 24,173 $102K 0.02% -5,247 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,828 shares; 2024Q4: 14,227 shares; 2025Q1: 14,903 shares; 2025Q2: 15,363 shares; 2025Q3: 14,106 shares; 2025Q4: 14,354 shares 14,354 $92.9K 0.02% +248 Timeline BSBR BANCO SANTANDER BRASIL S A More: the full row for BANCO SANTANDER BRASIL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,101 shares; 2025Q2: 14,270 shares; 2025Q3: 13,581 shares; 2025Q4: 14,692 shares 14,692 $89.8K 0.02% +1,111 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,025 shares 11,025 $89.6K 0.02% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 38,117 shares; 2025Q1: 37,226 shares; 2025Q2: 33,000 shares; 2025Q3: 32,122 shares; 2025Q4: 30,252 shares 30,252 $85.9K 0.02% -1,870 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN 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: 11,934 shares; 2025Q4: 12,216 shares 12,216 $85.4K 0.02% +282 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,786 shares; 2024Q4: 19,531 shares; 2025Q1: 20,045 shares; 2025Q2: 21,658 shares; 2025Q3: 20,697 shares; 2025Q4: 20,947 shares 20,947 $84.2K 0.02% +250 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,215 shares 10,215 $73.2K 0.01% new Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 16,677 shares; 2025Q2: 25,474 shares; 2025Q3: 18,200 shares; 2025Q4: 21,320 shares 21,320 $66.1K 0.01% +3,120 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,748 shares 12,748 $58.8K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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: 10,284 shares; 2025Q3: not reported; 2025Q4: 10,917 shares 10,917 $55.7K 0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS 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: 11,091 shares 11,091 $41.3K 0.01% new Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,655 shares 10,655 $30.2K 0.01% new Timeline