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: 322,522 shares; 2024Q4: 330,874 shares; 2025Q1: 323,376 shares; 2025Q2: 327,819 shares; 2025Q3: 325,362 shares; 2025Q4: 322,076 shares 322,076 $87.6M 4.98% -3,286 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: 95,260 shares; 2024Q4: 96,455 shares; 2025Q1: 96,786 shares; 2025Q2: 99,862 shares; 2025Q3: 99,865 shares; 2025Q4: 99,146 shares 99,146 $60.9M 3.47% -719 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: 105,404 shares; 2024Q4: 105,855 shares; 2025Q1: 103,895 shares; 2025Q2: 107,225 shares; 2025Q3: 106,239 shares; 2025Q4: 104,160 shares 104,160 $50.4M 2.87% -2,079 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,110 shares; 2024Q4: 90,592 shares; 2025Q1: 90,471 shares; 2025Q2: 90,087 shares; 2025Q3: 91,191 shares; 2025Q4: 90,031 shares 90,031 $40M 2.28% -1,160 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: 111,535 shares; 2024Q4: 111,454 shares; 2025Q1: 109,190 shares; 2025Q2: 110,623 shares; 2025Q3: 111,131 shares; 2025Q4: 112,610 shares 112,610 $35.2M 2.01% +1,479 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: 191,435 shares; 2024Q4: 197,759 shares; 2025Q1: 193,769 shares; 2025Q2: 190,678 shares; 2025Q3: 187,762 shares; 2025Q4: 182,659 shares 182,659 $34.1M 1.94% -5,103 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,581 shares; 2024Q4: 44,864 shares; 2025Q1: 45,439 shares; 2025Q2: 48,397 shares; 2025Q3: 47,844 shares; 2025Q4: 47,956 shares 47,956 $32.7M 1.86% +112 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: 90,305 shares; 2024Q4: 89,358 shares; 2025Q1: 90,588 shares; 2025Q2: 88,930 shares; 2025Q3: 83,767 shares; 2025Q4: 82,047 shares 82,047 $32.5M 1.85% -1,720 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,547 shares; 2024Q4: 38,670 shares; 2025Q1: 39,591 shares; 2025Q2: 37,706 shares; 2025Q3: 39,013 shares; 2025Q4: 39,103 shares 39,103 $26.8M 1.52% +90 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: 116,634 shares; 2024Q4: 119,560 shares; 2025Q1: 117,341 shares; 2025Q2: 123,212 shares; 2025Q3: 123,079 shares; 2025Q4: 109,480 shares 109,480 $25.3M 1.44% -13,599 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: 26,107 shares; 2024Q4: 26,029 shares; 2025Q1: 25,088 shares; 2025Q2: 24,170 shares; 2025Q3: 23,423 shares; 2025Q4: 23,220 shares 23,220 $25M 1.42% -203 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,928 shares; 2024Q4: 161,290 shares; 2025Q1: 159,188 shares; 2025Q2: 162,038 shares; 2025Q3: 165,641 shares; 2025Q4: 170,596 shares 170,596 $24.5M 1.39% +4,955 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,259 shares; 2024Q4: 229,048 shares; 2025Q1: 381,578 shares; 2025Q2: 497,082 shares; 2025Q3: 627,088 shares; 2025Q4: 811,717 shares 811,717 $21.7M 1.23% +184,629 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: 66,592 shares; 2024Q4: 68,188 shares; 2025Q1: 66,238 shares; 2025Q2: 65,511 shares; 2025Q3: 64,159 shares; 2025Q4: 64,499 shares 64,499 $20.8M 1.18% +340 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,693 shares; 2024Q4: 135,568 shares; 2025Q1: 131,410 shares; 2025Q2: 141,794 shares; 2025Q3: 133,614 shares; 2025Q4: 132,814 shares 132,814 $19.7M 1.12% -800 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: 34,773 shares; 2024Q4: 35,140 shares; 2025Q1: 34,832 shares; 2025Q2: 34,868 shares; 2025Q3: 33,657 shares; 2025Q4: 33,573 shares 33,573 $16.9M 0.96% -84 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: 130,197 shares; 2024Q4: 132,752 shares; 2025Q1: 127,321 shares; 2025Q2: 133,888 shares; 2025Q3: 129,342 shares; 2025Q4: 137,532 shares 137,532 $16.6M 0.94% +8,190 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: 51,011 shares; 2024Q4: 53,024 shares; 2025Q1: 49,723 shares; 2025Q2: 51,536 shares; 2025Q3: 52,154 shares; 2025Q4: 52,049 shares 52,049 $16.3M 0.93% -105 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,595 shares; 2024Q4: 78,531 shares; 2025Q1: 81,222 shares; 2025Q2: 81,402 shares; 2025Q3: 83,223 shares; 2025Q4: 84,849 shares 84,849 $16.2M 0.92% +1,626 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,002 shares; 2024Q4: 80,647 shares; 2025Q1: 85,556 shares; 2025Q2: 85,874 shares; 2025Q3: 82,263 shares; 2025Q4: 83,159 shares 83,159 $15.9M 0.91% +896 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,352 shares; 2024Q4: 158,745 shares; 2025Q1: 185,261 shares; 2025Q2: 209,833 shares; 2025Q3: 238,505 shares; 2025Q4: 309,877 shares 309,877 $15.7M 0.89% +71,372 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,376 shares; 2024Q4: 134,852 shares; 2025Q1: 174,080 shares; 2025Q2: 213,424 shares; 2025Q3: 295,964 shares; 2025Q4: 357,115 shares 357,115 $14.6M 0.83% +61,151 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: 75,748 shares; 2024Q4: 76,578 shares; 2025Q1: 76,828 shares; 2025Q2: 76,045 shares; 2025Q3: 75,901 shares; 2025Q4: 73,051 shares 73,051 $13.4M 0.76% -2,850 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,345 shares; 2024Q4: 415,685 shares; 2025Q1: 417,746 shares; 2025Q2: 405,197 shares; 2025Q3: 403,612 shares; 2025Q4: 402,254 shares 402,254 $13.3M 0.76% -1,358 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,885 shares; 2024Q4: 15,538 shares; 2025Q1: 15,294 shares; 2025Q2: 15,250 shares; 2025Q3: 15,192 shares; 2025Q4: 45,515 shares 45,515 $13.1M 0.74% +30,323 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,180 shares; 2024Q4: 147,476 shares; 2025Q1: 151,571 shares; 2025Q2: 133,259 shares; 2025Q3: 149,783 shares; 2025Q4: 129,807 shares 129,807 $13M 0.74% -19,976 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: 62,667 shares; 2024Q4: 60,082 shares; 2025Q1: 58,921 shares; 2025Q2: 58,431 shares; 2025Q3: 59,259 shares; 2025Q4: 61,751 shares 61,751 $12.8M 0.73% +2,492 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: 33,273 shares; 2024Q4: 32,988 shares; 2025Q1: 30,000 shares; 2025Q2: 29,122 shares; 2025Q3: 28,763 shares; 2025Q4: 27,932 shares 27,932 $12.6M 0.71% -831 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,664 shares; 2024Q4: 63,877 shares; 2025Q1: 57,675 shares; 2025Q2: 60,883 shares; 2025Q3: 55,480 shares; 2025Q4: 54,790 shares 54,790 $12M 0.69% -690 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,699 shares; 2024Q4: 196,278 shares; 2025Q1: 204,258 shares; 2025Q2: 230,697 shares; 2025Q3: 235,720 shares; 2025Q4: 255,830 shares 255,830 $12M 0.68% +20,110 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,722 shares; 2024Q4: 131,726 shares; 2025Q1: 129,555 shares; 2025Q2: 118,445 shares; 2025Q3: 115,568 shares; 2025Q4: 112,733 shares 112,733 $11.7M 0.67% -2,835 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: 33,086 shares; 2024Q4: 33,071 shares; 2025Q1: 33,085 shares; 2025Q2: 32,973 shares; 2025Q3: 34,750 shares; 2025Q4: 34,584 shares 34,584 $11.6M 0.66% -166 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,470 shares; 2024Q4: 193,017 shares; 2025Q1: 219,823 shares; 2025Q2: 223,224 shares; 2025Q3: 236,655 shares; 2025Q4: 258,693 shares 258,693 $11.3M 0.64% +22,038 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,998 shares; 2024Q4: 17,207 shares; 2025Q1: 19,116 shares; 2025Q2: 20,378 shares; 2025Q3: 21,065 shares; 2025Q4: 22,165 shares 22,165 $10.8M 0.62% +1,100 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: 138,881 shares; 2024Q4: 145,562 shares; 2025Q1: 151,277 shares; 2025Q2: 157,123 shares; 2025Q3: 153,568 shares; 2025Q4: 151,323 shares 151,323 $10.5M 0.6% -2,245 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: 15,563 shares; 2024Q4: 17,132 shares; 2025Q1: 15,292 shares; 2025Q2: 16,504 shares; 2025Q3: 15,729 shares; 2025Q4: 15,387 shares 15,387 $10.2M 0.58% -342 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,462 shares; 2024Q4: 237,082 shares; 2025Q1: 267,474 shares; 2025Q2: 266,668 shares; 2025Q3: 266,268 shares; 2025Q4: 251,051 shares 251,051 $10.1M 0.57% -15,217 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: 35,779 shares; 2024Q4: 34,179 shares; 2025Q1: 30,141 shares; 2025Q2: 34,377 shares; 2025Q3: 33,238 shares; 2025Q4: 33,522 shares 33,522 $9.93M 0.56% +284 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,509 shares; 2024Q4: 101,253 shares; 2025Q1: 108,167 shares; 2025Q2: 126,785 shares; 2025Q3: 133,806 shares; 2025Q4: 132,253 shares 132,253 $9.93M 0.56% -1,553 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: 24,596 shares; 2024Q4: 25,705 shares; 2025Q1: 23,824 shares; 2025Q2: 25,289 shares; 2025Q3: 25,186 shares; 2025Q4: 25,148 shares 25,148 $8.82M 0.5% -38 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: 66,361 shares; 2024Q4: 65,591 shares; 2025Q1: 64,320 shares; 2025Q2: 61,335 shares; 2025Q3: 59,945 shares; 2025Q4: 60,905 shares 60,905 $8.73M 0.5% +960 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: 25,561 shares; 2024Q4: 26,512 shares; 2025Q1: 26,910 shares; 2025Q2: 26,308 shares; 2025Q3: 27,784 shares; 2025Q4: 27,955 shares 27,955 $8.61M 0.49% +171 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: 37,704 shares; 2024Q4: 38,715 shares; 2025Q1: 37,729 shares; 2025Q2: 37,466 shares; 2025Q3: 37,312 shares; 2025Q4: 37,494 shares 37,494 $8.57M 0.49% +182 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,879 shares; 2024Q4: 113,271 shares; 2025Q1: 128,322 shares; 2025Q2: 135,131 shares; 2025Q3: 142,107 shares; 2025Q4: 158,290 shares 158,290 $8.56M 0.49% +16,183 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: 71,694 shares; 2024Q4: 73,143 shares; 2025Q1: 73,989 shares; 2025Q2: 94,211 shares; 2025Q3: 116,278 shares; 2025Q4: 135,920 shares 135,920 $8.49M 0.48% +19,642 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,678 shares; 2024Q4: 92,188 shares; 2025Q1: 127,269 shares; 2025Q2: 147,281 shares; 2025Q3: 200,418 shares; 2025Q4: 217,414 shares 217,414 $8.31M 0.47% +16,996 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: 23,898 shares; 2024Q4: 24,585 shares; 2025Q1: 24,440 shares; 2025Q2: 25,153 shares; 2025Q3: 26,954 shares; 2025Q4: 28,628 shares 28,628 $8.31M 0.47% +1,674 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 7,224 shares; 2025Q1: 9,410 shares; 2025Q2: 75,418 shares; 2025Q3: 85,053 shares; 2025Q4: 81,416 shares 81,416 $8.2M 0.47% -3,637 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: 12,189 shares; 2024Q4: 13,212 shares; 2025Q1: 12,435 shares; 2025Q2: 13,218 shares; 2025Q3: 12,318 shares; 2025Q4: 12,790 shares 12,790 $7.33M 0.42% +472 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,347 shares; 2024Q4: 72,120 shares; 2025Q1: 74,658 shares; 2025Q2: 73,609 shares; 2025Q3: 76,529 shares; 2025Q4: 76,258 shares 76,258 $7.18M 0.41% -271 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: 8,730 shares; 2024Q4: 8,790 shares; 2025Q1: 9,604 shares; 2025Q2: 9,847 shares; 2025Q3: 10,091 shares; 2025Q4: 11,362 shares 11,362 $7.13M 0.41% +1,271 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: 49,434 shares; 2024Q4: 50,088 shares; 2025Q1: 50,333 shares; 2025Q2: 46,628 shares; 2025Q3: 47,515 shares; 2025Q4: 46,416 shares 46,416 $7.07M 0.4% -1,099 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 9 shares 9 $6.79M 0.39% +1 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,683 shares; 2024Q4: 136,528 shares; 2025Q1: 140,449 shares; 2025Q2: 141,686 shares; 2025Q3: 146,855 shares; 2025Q4: 152,187 shares 152,187 $6.71M 0.38% +5,332 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: 20,692 shares; 2024Q4: 20,707 shares; 2025Q1: 19,048 shares; 2025Q2: 20,268 shares; 2025Q3: 20,314 shares; 2025Q4: 19,140 shares 19,140 $6.62M 0.38% -1,174 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: 122,354 shares; 2024Q4: 131,093 shares; 2025Q1: 117,599 shares; 2025Q2: 127,580 shares; 2025Q3: 117,042 shares; 2025Q4: 118,891 shares 118,891 $6.54M 0.37% +1,849 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,548 shares; 2024Q4: 21,405 shares; 2025Q1: 24,016 shares; 2025Q2: 22,472 shares; 2025Q3: 23,814 shares; 2025Q4: 25,258 shares 25,258 $6.52M 0.37% +1,444 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: 94,633 shares; 2024Q4: 91,675 shares; 2025Q1: 93,462 shares; 2025Q2: 95,554 shares; 2025Q3: 95,418 shares; 2025Q4: 92,964 shares 92,964 $6.5M 0.37% -2,454 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,400 shares; 2024Q4: 106,505 shares; 2025Q1: 105,085 shares; 2025Q2: 99,667 shares; 2025Q3: 97,817 shares; 2025Q4: 97,062 shares 97,062 $6.41M 0.36% -755 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302,174 shares; 2024Q4: 1,305,545 shares; 2025Q1: 1,299,790 shares; 2025Q2: 1,272,418 shares; 2025Q3: 1,262,236 shares; 2025Q4: 1,254,308 shares 1,254,308 $6.02M 0.34% -7,928 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: 52,432 shares; 2024Q4: 51,878 shares; 2025Q1: 48,279 shares; 2025Q2: 50,448 shares; 2025Q3: 49,919 shares; 2025Q4: 53,906 shares 53,906 $6.01M 0.34% +3,987 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,721 shares; 2024Q4: 63,751 shares; 2025Q1: 64,201 shares; 2025Q2: 62,143 shares; 2025Q3: 61,339 shares; 2025Q4: 61,737 shares 61,737 $5.94M 0.34% +398 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: 10,943 shares; 2024Q4: 10,541 shares; 2025Q1: 12,226 shares; 2025Q2: 12,623 shares; 2025Q3: 12,452 shares; 2025Q4: 12,397 shares 12,397 $5.87M 0.33% -55 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,225 shares; 2024Q4: 46,340 shares; 2025Q1: 51,916 shares; 2025Q2: 49,948 shares; 2025Q3: 69,613 shares; 2025Q4: 68,417 shares 68,417 $5.84M 0.33% -1,196 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: 37,087 shares; 2024Q4: 36,350 shares; 2025Q1: 36,295 shares; 2025Q2: 36,222 shares; 2025Q3: 37,112 shares; 2025Q4: 37,917 shares 37,917 $5.82M 0.33% +805 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,058 shares; 2024Q4: 42,328 shares; 2025Q1: 57,457 shares; 2025Q2: 85,482 shares; 2025Q3: 134,904 shares; 2025Q4: 163,619 shares 163,619 $5.78M 0.33% +28,715 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,525 shares; 2024Q4: 86,188 shares; 2025Q1: 82,559 shares; 2025Q2: 80,789 shares; 2025Q3: 79,645 shares; 2025Q4: 79,246 shares 79,246 $5.66M 0.32% -399 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,324 shares; 2024Q4: 41,831 shares; 2025Q1: 41,656 shares; 2025Q2: 41,416 shares; 2025Q3: 41,421 shares; 2025Q4: 40,214 shares 40,214 $5.6M 0.32% -1,207 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: 73,674 shares; 2024Q4: 75,941 shares; 2025Q1: 75,990 shares; 2025Q2: 76,133 shares; 2025Q3: 76,130 shares; 2025Q4: 68,774 shares 68,774 $5.3M 0.3% -7,356 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,508 shares; 2024Q4: 28,151 shares; 2025Q1: 62,969 shares; 2025Q2: 76,956 shares; 2025Q3: 99,948 shares; 2025Q4: 116,036 shares 116,036 $5.29M 0.3% +16,088 Timeline IUSG 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: 28,498 shares; 2024Q4: 29,705 shares; 2025Q1: 30,275 shares; 2025Q2: 30,716 shares; 2025Q3: 30,569 shares; 2025Q4: 30,214 shares 30,214 $5.07M 0.29% -355 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: 26,930 shares; 2024Q4: 28,346 shares; 2025Q1: 26,304 shares; 2025Q2: 29,269 shares; 2025Q3: 28,537 shares; 2025Q4: 30,191 shares 30,191 $4.84M 0.28% +1,654 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: 16,082 shares; 2024Q4: 15,410 shares; 2025Q1: 14,811 shares; 2025Q2: 14,107 shares; 2025Q3: 14,310 shares; 2025Q4: 14,285 shares 14,285 $4.81M 0.27% -25 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 11,240 shares; 2025Q1: 30,701 shares; 2025Q2: 61,882 shares; 2025Q3: 91,984 shares; 2025Q4: 94,035 shares 94,035 $4.79M 0.27% +2,051 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,353 shares; 2024Q4: 111,350 shares; 2025Q1: 108,019 shares; 2025Q2: 102,234 shares; 2025Q3: 102,995 shares; 2025Q4: 102,927 shares 102,927 $4.74M 0.27% -68 Timeline FDVV 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: 57,538 shares; 2024Q4: 64,655 shares; 2025Q1: 76,105 shares; 2025Q2: 80,332 shares; 2025Q3: 82,888 shares; 2025Q4: 83,170 shares 83,170 $4.71M 0.27% +282 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,521 shares; 2024Q4: 33,589 shares; 2025Q1: 43,755 shares; 2025Q2: 44,380 shares; 2025Q3: 44,772 shares; 2025Q4: 49,110 shares 49,110 $4.71M 0.27% +4,338 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: 13,904 shares; 2024Q4: 13,788 shares; 2025Q1: 12,760 shares; 2025Q2: 13,466 shares; 2025Q3: 12,668 shares; 2025Q4: 13,433 shares 13,433 $4.62M 0.26% +765 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,558 shares; 2025Q2: 54,354 shares; 2025Q3: 87,267 shares; 2025Q4: 103,898 shares 103,898 $4.62M 0.26% +16,631 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: 38,817 shares; 2024Q4: 40,477 shares; 2025Q1: 38,506 shares; 2025Q2: 38,696 shares; 2025Q3: 42,283 shares; 2025Q4: 43,707 shares 43,707 $4.6M 0.26% +1,424 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: 22,428 shares; 2024Q4: 22,564 shares; 2025Q1: 22,083 shares; 2025Q2: 22,935 shares; 2025Q3: 23,029 shares; 2025Q4: 23,495 shares 23,495 $4.58M 0.26% +466 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,388 shares; 2024Q4: 230,335 shares; 2025Q1: 199,286 shares; 2025Q2: 228,372 shares; 2025Q3: 186,284 shares; 2025Q4: 183,189 shares 183,189 $4.56M 0.26% -3,095 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,069 shares; 2024Q4: 9,875 shares; 2025Q1: 9,608 shares; 2025Q2: 7,957 shares; 2025Q3: 7,747 shares; 2025Q4: 7,842 shares 7,842 $4.54M 0.26% +95 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: 6,248 shares; 2024Q4: 6,408 shares; 2025Q1: 6,419 shares; 2025Q2: 6,529 shares; 2025Q3: 6,835 shares; 2025Q4: 6,950 shares 6,950 $4.54M 0.26% +115 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,871 shares; 2024Q4: 29,628 shares; 2025Q1: 44,830 shares; 2025Q2: 78,736 shares; 2025Q3: 89,763 shares; 2025Q4: 87,259 shares 87,259 $4.47M 0.25% -2,504 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 28,332 shares; 2025Q1: 30,992 shares; 2025Q2: 32,220 shares; 2025Q3: 36,094 shares; 2025Q4: 38,198 shares 38,198 $4.37M 0.25% +2,104 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,774 shares; 2024Q4: 101,837 shares; 2025Q1: 99,167 shares; 2025Q2: 102,675 shares; 2025Q3: 101,105 shares; 2025Q4: 76,307 shares 76,307 $4.37M 0.25% -24,798 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,471 shares; 2024Q4: 24,939 shares; 2025Q1: 25,746 shares; 2025Q2: 26,365 shares; 2025Q3: 26,159 shares; 2025Q4: 26,083 shares 26,083 $4.34M 0.25% -76 Timeline FBCG 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: 62,949 shares; 2024Q4: 78,605 shares; 2025Q1: 97,436 shares; 2025Q2: 76,357 shares; 2025Q3: 69,581 shares; 2025Q4: 76,687 shares 76,687 $4.21M 0.24% +7,106 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: 26,959 shares; 2024Q4: 27,553 shares; 2025Q1: 26,883 shares; 2025Q2: 27,716 shares; 2025Q3: 26,903 shares; 2025Q4: 26,829 shares 26,829 $4.14M 0.24% -74 Timeline BLFY BLUE FOUNDRY BANCORP More: the full row for BLUE FOUNDRY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,472 shares; 2024Q4: 654,231 shares; 2025Q1: 623,825 shares; 2025Q2: 659,823 shares; 2025Q3: 628,855 shares; 2025Q4: 326,231 shares 326,231 $4.06M 0.23% -302,624 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: 4,320 shares; 2024Q4: 4,310 shares; 2025Q1: 4,385 shares; 2025Q2: 4,670 shares; 2025Q3: 4,656 shares; 2025Q4: 4,580 shares 4,580 $4.03M 0.23% -76 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,587 shares; 2025Q2: 25,340 shares; 2025Q3: 37,868 shares; 2025Q4: 79,321 shares 79,321 $3.94M 0.22% +41,453 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,245 shares; 2025Q1: 3,431 shares; 2025Q2: 3,276 shares; 2025Q3: 3,669 shares; 2025Q4: 3,663 shares 3,663 $3.92M 0.22% -6 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,239 shares; 2024Q4: 9,082 shares; 2025Q1: 8,964 shares; 2025Q2: 8,953 shares; 2025Q3: 9,045 shares; 2025Q4: 8,780 shares 8,780 $3.91M 0.22% -265 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: 4,337 shares; 2024Q4: 4,582 shares; 2025Q1: 4,422 shares; 2025Q2: 4,614 shares; 2025Q3: 4,415 shares; 2025Q4: 4,449 shares 4,449 $3.84M 0.22% +34 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,368 shares; 2024Q4: 24,464 shares; 2025Q1: 30,007 shares; 2025Q2: 30,493 shares; 2025Q3: 36,908 shares; 2025Q4: 42,477 shares 42,477 $3.82M 0.22% +5,569 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: 12,732 shares; 2024Q4: 13,415 shares; 2025Q1: 13,233 shares; 2025Q2: 12,768 shares; 2025Q3: 11,947 shares; 2025Q4: 12,456 shares 12,456 $3.81M 0.22% +509 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,214 shares; 2024Q4: 32,535 shares; 2025Q1: 50,790 shares; 2025Q2: 79,283 shares; 2025Q3: 89,254 shares; 2025Q4: 105,581 shares 105,581 $3.79M 0.22% +16,327 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,412 shares; 2025Q3: 31,204 shares; 2025Q4: 79,749 shares 79,749 $3.78M 0.21% +48,545 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: 6,851 shares; 2024Q4: 7,702 shares; 2025Q1: 7,550 shares; 2025Q2: 7,666 shares; 2025Q3: 8,001 shares; 2025Q4: 8,081 shares 8,081 $3.76M 0.21% +80 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,057 shares; 2024Q4: 16,909 shares; 2025Q1: 17,253 shares; 2025Q2: 17,776 shares; 2025Q3: 17,845 shares; 2025Q4: 17,809 shares 17,809 $3.75M 0.21% -36 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,907 shares; 2024Q4: 21,790 shares; 2025Q1: 22,234 shares; 2025Q2: 23,706 shares; 2025Q3: 25,011 shares; 2025Q4: 27,211 shares 27,211 $3.73M 0.21% +2,200 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: 3,973 shares; 2024Q4: 4,441 shares; 2025Q1: 4,517 shares; 2025Q2: 4,483 shares; 2025Q3: 4,799 shares; 2025Q4: 4,878 shares 4,878 $3.68M 0.21% +79 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: 34,805 shares; 2024Q4: 31,714 shares; 2025Q1: 31,490 shares; 2025Q2: 24,706 shares; 2025Q3: 25,506 shares; 2025Q4: 25,598 shares 25,598 $3.67M 0.21% +92 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,904 shares 55,904 $3.66M 0.21% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,944 shares; 2024Q4: 33,983 shares; 2025Q1: 33,299 shares; 2025Q2: 32,130 shares; 2025Q3: 31,808 shares; 2025Q4: 31,151 shares 31,151 $3.66M 0.21% -657 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: 40,622 shares; 2024Q4: 42,188 shares; 2025Q1: 39,854 shares; 2025Q2: 39,225 shares; 2025Q3: 39,303 shares; 2025Q4: 40,134 shares 40,134 $3.5M 0.2% +831 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,764 shares; 2024Q4: 18,729 shares; 2025Q1: 20,053 shares; 2025Q2: 20,421 shares; 2025Q3: 20,045 shares; 2025Q4: 19,967 shares 19,967 $3.48M 0.2% -78 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222,165 shares; 2024Q4: 17,378 shares; 2025Q1: 17,328 shares; 2025Q2: 16,581 shares; 2025Q3: 15,583 shares; 2025Q4: 16,316 shares 16,316 $3.46M 0.2% +733 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: 6,398 shares; 2024Q4: 6,813 shares; 2025Q1: 6,271 shares; 2025Q2: 6,582 shares; 2025Q3: 6,355 shares; 2025Q4: 7,115 shares 7,115 $3.44M 0.2% +760 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: 44,820 shares; 2024Q4: 44,028 shares; 2025Q1: 44,270 shares; 2025Q2: 43,874 shares; 2025Q3: 48,572 shares; 2025Q4: 42,204 shares 42,204 $3.39M 0.19% -6,368 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,628 shares; 2024Q4: 48,581 shares; 2025Q1: 47,750 shares; 2025Q2: 46,883 shares; 2025Q3: 44,220 shares; 2025Q4: 39,442 shares 39,442 $3.32M 0.19% -4,778 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: 26,383 shares; 2024Q4: 30,053 shares; 2025Q1: 27,668 shares; 2025Q2: 29,132 shares; 2025Q3: 28,387 shares; 2025Q4: 26,612 shares 26,612 $3.28M 0.19% -1,775 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,571 shares; 2024Q4: 40,909 shares; 2025Q1: 32,908 shares; 2025Q2: 36,617 shares; 2025Q3: 33,973 shares; 2025Q4: 36,612 shares 36,612 $3.28M 0.19% +2,639 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: 6,186 shares; 2024Q4: 6,475 shares; 2025Q1: 6,271 shares; 2025Q2: 6,254 shares; 2025Q3: 6,408 shares; 2025Q4: 6,400 shares 6,400 $3.27M 0.19% -8 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,553 shares; 2024Q4: 38,836 shares; 2025Q1: 36,678 shares; 2025Q2: 37,225 shares; 2025Q3: 36,694 shares; 2025Q4: 34,941 shares 34,941 $3.23M 0.18% -1,753 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: 24,318 shares; 2024Q4: 24,436 shares; 2025Q1: 24,225 shares; 2025Q2: 24,599 shares; 2025Q3: 24,966 shares; 2025Q4: 25,382 shares 25,382 $3.18M 0.18% +416 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,023 shares; 2024Q4: 37,754 shares; 2025Q1: 35,630 shares; 2025Q2: 36,957 shares; 2025Q3: 38,676 shares; 2025Q4: 41,206 shares 41,206 $3.11M 0.18% +2,530 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: 33,117 shares; 2024Q4: 32,627 shares; 2025Q1: 30,561 shares; 2025Q2: 27,801 shares; 2025Q3: 25,733 shares; 2025Q4: 25,789 shares 25,789 $3.1M 0.18% +56 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,200 shares; 2024Q4: 30,765 shares; 2025Q1: 22,610 shares; 2025Q2: 22,129 shares; 2025Q3: 21,784 shares; 2025Q4: 21,910 shares 21,910 $3.09M 0.18% +126 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 10,130 shares; 2025Q1: 11,129 shares; 2025Q2: 11,716 shares; 2025Q3: 11,928 shares; 2025Q4: 12,154 shares 12,154 $3.07M 0.17% +226 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 15,304 shares; 2025Q1: 19,029 shares; 2025Q2: 20,229 shares; 2025Q3: 29,195 shares; 2025Q4: 30,544 shares 30,544 $3.03M 0.17% +1,349 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: 52,074 shares; 2024Q4: 50,385 shares; 2025Q1: 53,376 shares; 2025Q2: 52,298 shares; 2025Q3: 50,404 shares; 2025Q4: 54,652 shares 54,652 $2.95M 0.17% +4,248 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,240 shares; 2024Q4: 32,807 shares; 2025Q1: 32,452 shares; 2025Q2: 33,664 shares; 2025Q3: 31,124 shares; 2025Q4: 31,490 shares 31,490 $2.93M 0.17% +366 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: 13,017 shares; 2024Q4: 16,395 shares; 2025Q1: 12,710 shares; 2025Q2: 15,611 shares; 2025Q3: 12,266 shares; 2025Q4: 12,374 shares 12,374 $2.86M 0.16% +108 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,191 shares; 2025Q3: 68,943 shares; 2025Q4: 121,028 shares 121,028 $2.85M 0.16% +52,085 Timeline QQQJ 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: 86,449 shares; 2024Q4: 85,061 shares; 2025Q1: 83,145 shares; 2025Q2: 79,775 shares; 2025Q3: 77,772 shares; 2025Q4: 77,040 shares 77,040 $2.84M 0.16% -732 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: 90,287 shares; 2024Q4: 84,949 shares; 2025Q1: 83,826 shares; 2025Q2: 93,771 shares; 2025Q3: 74,770 shares; 2025Q4: 69,614 shares 69,614 $2.84M 0.16% -5,156 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 22,826 shares; 2025Q1: 23,038 shares; 2025Q2: 22,644 shares; 2025Q3: 22,681 shares; 2025Q4: 19,166 shares 19,166 $2.81M 0.16% -3,515 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,634 shares; 2024Q4: 9,759 shares; 2025Q1: 10,844 shares; 2025Q2: 11,519 shares; 2025Q3: 11,225 shares; 2025Q4: 11,359 shares 11,359 $2.8M 0.16% +134 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 8,464 shares; 2025Q1: 5,678 shares; 2025Q2: 8,597 shares; 2025Q3: 9,021 shares; 2025Q4: 8,614 shares 8,614 $2.74M 0.16% -407 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,803 shares; 2024Q4: 70,853 shares; 2025Q1: 70,403 shares; 2025Q2: 63,873 shares; 2025Q3: 63,848 shares; 2025Q4: 63,373 shares 63,373 $2.7M 0.15% -475 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: 7,746 shares; 2024Q4: 7,605 shares; 2025Q1: 7,678 shares; 2025Q2: 8,221 shares; 2025Q3: 8,638 shares; 2025Q4: 7,704 shares 7,704 $2.7M 0.15% -934 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 10,095 shares; 2025Q2: 23,334 shares; 2025Q3: 68,672 shares; 2025Q4: 93,039 shares 93,039 $2.68M 0.15% +24,367 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: 28,155 shares; 2024Q4: 28,721 shares; 2025Q1: 27,626 shares; 2025Q2: 23,575 shares; 2025Q3: 23,688 shares; 2025Q4: 23,557 shares 23,557 $2.68M 0.15% -131 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: 13,219 shares; 2024Q4: 12,564 shares; 2025Q1: 11,725 shares; 2025Q2: 9,515 shares; 2025Q3: 8,723 shares; 2025Q4: 8,118 shares 8,118 $2.68M 0.15% -605 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: 9,312 shares; 2024Q4: 9,098 shares; 2025Q1: 9,284 shares; 2025Q2: 9,382 shares; 2025Q3: 9,768 shares; 2025Q4: 9,592 shares 9,592 $2.64M 0.15% -176 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,447 shares; 2024Q4: 29,857 shares; 2025Q1: 28,146 shares; 2025Q2: 30,678 shares; 2025Q3: 29,997 shares; 2025Q4: 31,059 shares 31,059 $2.63M 0.15% +1,062 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: 11,003 shares; 2024Q4: 12,363 shares; 2025Q1: 11,972 shares; 2025Q2: 12,481 shares; 2025Q3: 12,567 shares; 2025Q4: 13,457 shares 13,457 $2.63M 0.15% +890 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: 33,811 shares; 2024Q4: 32,219 shares; 2025Q1: 29,541 shares; 2025Q2: 30,638 shares; 2025Q3: 37,360 shares; 2025Q4: 40,383 shares 40,383 $2.6M 0.15% +3,023 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 11,436 shares; 2025Q1: 12,700 shares; 2025Q2: 12,654 shares; 2025Q3: 18,427 shares; 2025Q4: 55,833 shares 55,833 $2.55M 0.14% +37,406 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,955 shares; 2025Q1: 26,494 shares; 2025Q2: 36,809 shares; 2025Q3: 51,559 shares; 2025Q4: 50,966 shares 50,966 $2.54M 0.14% -593 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 12,533 shares; 2025Q1: 12,263 shares; 2025Q2: 12,188 shares; 2025Q3: 12,196 shares; 2025Q4: 12,061 shares 12,061 $2.47M 0.14% -135 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: 10,272 shares; 2024Q4: 12,082 shares; 2025Q1: 14,389 shares; 2025Q2: 15,238 shares; 2025Q3: 13,325 shares; 2025Q4: 13,882 shares 13,882 $2.47M 0.14% +557 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: 9,611 shares; 2024Q4: 9,688 shares; 2025Q1: 8,174 shares; 2025Q2: 8,041 shares; 2025Q3: 7,979 shares; 2025Q4: 8,101 shares 8,101 $2.46M 0.14% +122 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 4,878 shares; 2025Q1: 4,840 shares; 2025Q2: 4,767 shares; 2025Q3: 4,770 shares; 2025Q4: 5,069 shares 5,069 $2.44M 0.14% +299 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,062 shares; 2025Q1: 1,966 shares; 2025Q2: 2,189 shares; 2025Q3: 1,873 shares; 2025Q4: 25,831 shares 25,831 $2.42M 0.14% +23,958 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: 2,854 shares; 2024Q4: 2,959 shares; 2025Q1: 2,903 shares; 2025Q2: 2,969 shares; 2025Q3: 2,942 shares; 2025Q4: 2,901 shares 2,901 $2.38M 0.14% -41 Timeline VFH 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: 18,697 shares; 2024Q4: 18,919 shares; 2025Q1: 18,665 shares; 2025Q2: 18,888 shares; 2025Q3: 17,730 shares; 2025Q4: 17,788 shares 17,788 $2.37M 0.14% +58 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,417 shares; 2025Q1: 6,175 shares; 2025Q2: 6,267 shares; 2025Q3: 6,395 shares; 2025Q4: 6,346 shares 6,346 $2.37M 0.13% -49 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,543 shares; 2024Q4: 7,413 shares; 2025Q1: 7,248 shares; 2025Q2: 7,142 shares; 2025Q3: 7,865 shares; 2025Q4: 7,867 shares 7,867 $2.37M 0.13% +2 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 10,206 shares; 2025Q1: 9,854 shares; 2025Q2: 10,667 shares; 2025Q3: 10,380 shares; 2025Q4: 12,039 shares 12,039 $2.34M 0.13% +1,659 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: 3,952 shares; 2024Q4: 4,056 shares; 2025Q1: 3,910 shares; 2025Q2: 3,979 shares; 2025Q3: 4,114 shares; 2025Q4: 4,061 shares 4,061 $2.32M 0.13% -53 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: 6,450 shares; 2024Q4: 7,414 shares; 2025Q1: 7,169 shares; 2025Q2: 7,378 shares; 2025Q3: 7,824 shares; 2025Q4: 7,932 shares 7,932 $2.3M 0.13% +108 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: 35,740 shares; 2024Q4: 35,654 shares; 2025Q1: 38,344 shares; 2025Q2: 39,591 shares; 2025Q3: 39,076 shares; 2025Q4: 39,696 shares 39,696 $2.29M 0.13% +620 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: 4,878 shares; 2024Q4: 5,199 shares; 2025Q1: 5,107 shares; 2025Q2: 6,217 shares; 2025Q3: 5,564 shares; 2025Q4: 6,979 shares 6,979 $2.28M 0.13% +1,415 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 16,693 shares; 2025Q3: 32,373 shares; 2025Q4: 46,433 shares 46,433 $2.25M 0.13% +14,060 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: 86,806 shares; 2024Q4: 95,643 shares; 2025Q1: 83,272 shares; 2025Q2: 122,098 shares; 2025Q3: 109,704 shares; 2025Q4: 87,846 shares 87,846 $2.18M 0.12% -21,858 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,493 shares; 2024Q4: 18,871 shares; 2025Q1: 20,386 shares; 2025Q2: 20,120 shares; 2025Q3: 20,755 shares; 2025Q4: 22,127 shares 22,127 $2.18M 0.12% +1,372 Timeline PKW 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: 16,567 shares; 2024Q4: 16,570 shares; 2025Q1: 16,574 shares; 2025Q2: 16,520 shares; 2025Q3: 16,604 shares; 2025Q4: 16,152 shares 16,152 $2.17M 0.12% -452 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,474 shares; 2024Q4: 75,844 shares; 2025Q1: 82,969 shares; 2025Q2: 75,513 shares; 2025Q3: 63,109 shares; 2025Q4: 46,138 shares 46,138 $2.17M 0.12% -16,971 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,635 shares; 2024Q4: 41,605 shares; 2025Q1: 41,778 shares; 2025Q2: 41,114 shares; 2025Q3: 40,337 shares; 2025Q4: 40,989 shares 40,989 $2.17M 0.12% +652 Timeline RAAX 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: 63,623 shares; 2024Q4: 62,463 shares; 2025Q1: 62,195 shares; 2025Q2: 62,079 shares; 2025Q3: 61,771 shares; 2025Q4: 61,809 shares 61,809 $2.16M 0.12% +38 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: 8,208 shares; 2024Q4: 8,222 shares; 2025Q1: 8,250 shares; 2025Q2: 10,232 shares; 2025Q3: 9,978 shares; 2025Q4: 10,339 shares 10,339 $2.16M 0.12% +361 Timeline DFLV 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: 71,357 shares; 2024Q4: 94,016 shares; 2025Q1: 73,822 shares; 2025Q2: 78,921 shares; 2025Q3: 61,888 shares; 2025Q4: 62,849 shares 62,849 $2.15M 0.12% +961 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,825 shares; 2024Q4: 115,771 shares; 2025Q1: 118,947 shares; 2025Q2: 119,886 shares; 2025Q3: 118,794 shares; 2025Q4: 103,962 shares 103,962 $2.1M 0.12% -14,832 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: 17,552 shares; 2024Q4: 17,883 shares; 2025Q1: 16,918 shares; 2025Q2: 17,158 shares; 2025Q3: 17,245 shares; 2025Q4: 17,536 shares 17,536 $2.05M 0.12% +291 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: 14,387 shares; 2024Q4: 16,922 shares; 2025Q1: 16,398 shares; 2025Q2: 17,273 shares; 2025Q3: 17,495 shares; 2025Q4: 17,584 shares 17,584 $2.04M 0.12% +89 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,708 shares; 2025Q2: 22,160 shares; 2025Q3: 34,820 shares; 2025Q4: 40,612 shares 40,612 $2.02M 0.12% +5,792 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,980 shares; 2025Q1: 8,156 shares; 2025Q2: 10,099 shares; 2025Q3: 10,177 shares; 2025Q4: 9,481 shares 9,481 $2.01M 0.11% -696 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,547 shares; 2024Q4: 27,282 shares; 2025Q1: 29,997 shares; 2025Q2: 25,391 shares; 2025Q3: 24,208 shares; 2025Q4: 25,096 shares 25,096 $2M 0.11% +888 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: 18,935 shares; 2024Q4: 18,867 shares; 2025Q1: 18,081 shares; 2025Q2: 18,358 shares; 2025Q3: 18,853 shares; 2025Q4: 21,454 shares 21,454 $2M 0.11% +2,601 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: 14,965 shares; 2024Q4: 16,012 shares; 2025Q1: 15,020 shares; 2025Q2: 15,022 shares; 2025Q3: 14,972 shares; 2025Q4: 15,317 shares 15,317 $1.95M 0.11% +345 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,445 shares; 2024Q4: 15,638 shares; 2025Q1: 16,753 shares; 2025Q2: 21,504 shares; 2025Q3: 26,881 shares; 2025Q4: 27,041 shares 27,041 $1.93M 0.11% +160 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,938 shares; 2024Q4: 9,188 shares; 2025Q1: 9,018 shares; 2025Q2: 9,345 shares; 2025Q3: 9,347 shares; 2025Q4: 9,280 shares 9,280 $1.93M 0.11% -67 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: 16,041 shares; 2024Q4: 15,092 shares; 2025Q1: 16,044 shares; 2025Q2: 16,730 shares; 2025Q3: 16,232 shares; 2025Q4: 16,387 shares 16,387 $1.92M 0.11% +155 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,700 shares; 2024Q4: 17,717 shares; 2025Q1: 17,774 shares; 2025Q2: 17,876 shares; 2025Q3: 19,079 shares; 2025Q4: 20,954 shares 20,954 $1.92M 0.11% +1,875 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,541 shares; 2024Q4: 50,329 shares; 2025Q1: 54,022 shares; 2025Q2: 55,347 shares; 2025Q3: 56,463 shares; 2025Q4: 82,719 shares 82,719 $1.91M 0.11% +26,256 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: 10,770 shares; 2024Q4: 10,355 shares; 2025Q1: 10,466 shares; 2025Q2: 10,378 shares; 2025Q3: 10,366 shares; 2025Q4: 9,591 shares 9,591 $1.91M 0.11% -775 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,110 shares; 2024Q4: 234,707 shares; 2025Q1: 222,879 shares; 2025Q2: 218,625 shares; 2025Q3: 218,447 shares; 2025Q4: 217,592 shares 217,592 $1.89M 0.11% -855 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 7,863 shares; 2025Q1: 7,868 shares; 2025Q2: 6,334 shares; 2025Q3: 6,187 shares; 2025Q4: 6,518 shares 6,518 $1.88M 0.11% +331 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: 10,105 shares; 2024Q4: 11,569 shares; 2025Q1: 11,936 shares; 2025Q2: 10,912 shares; 2025Q3: 10,948 shares; 2025Q4: 10,820 shares 10,820 $1.85M 0.11% -128 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 9,604 shares; 2025Q1: 10,312 shares; 2025Q2: 10,011 shares; 2025Q3: 10,047 shares; 2025Q4: 22,050 shares 22,050 $1.84M 0.1% +12,003 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: 11,653 shares; 2024Q4: 11,184 shares; 2025Q1: 11,689 shares; 2025Q2: 12,199 shares; 2025Q3: 12,909 shares; 2025Q4: 13,637 shares 13,637 $1.84M 0.1% +728 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,777 shares; 2024Q4: 31,641 shares; 2025Q1: 33,037 shares; 2025Q2: 34,695 shares; 2025Q3: 33,552 shares; 2025Q4: 33,129 shares 33,129 $1.81M 0.1% -423 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: 66,663 shares; 2024Q4: 57,470 shares; 2025Q1: 57,889 shares; 2025Q2: 54,205 shares; 2025Q3: 52,392 shares; 2025Q4: 48,445 shares 48,445 $1.79M 0.1% -3,947 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,117 shares; 2024Q4: 15,588 shares; 2025Q1: 29,514 shares; 2025Q2: 29,831 shares; 2025Q3: 29,139 shares; 2025Q4: 31,236 shares 31,236 $1.76M 0.1% +2,097 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: 4,632 shares; 2024Q4: 5,224 shares; 2025Q1: 4,590 shares; 2025Q2: 5,197 shares; 2025Q3: 4,984 shares; 2025Q4: 5,521 shares 5,521 $1.72M 0.1% +537 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 16,689 shares; 2025Q1: 16,692 shares; 2025Q2: 16,694 shares; 2025Q3: 16,697 shares; 2025Q4: 16,519 shares 16,519 $1.72M 0.1% -178 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,213 shares; 2025Q1: 3,302 shares; 2025Q2: 3,263 shares; 2025Q3: 4,016 shares; 2025Q4: 3,886 shares 3,886 $1.66M 0.09% -130 Timeline FELV 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: 48,103 shares; 2024Q4: 47,491 shares; 2025Q1: 47,457 shares; 2025Q2: 47,906 shares; 2025Q3: 48,073 shares; 2025Q4: 47,459 shares 47,459 $1.64M 0.09% -614 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: 6,807 shares; 2024Q4: 6,028 shares; 2025Q1: 6,022 shares; 2025Q2: 6,191 shares; 2025Q3: 6,148 shares; 2025Q4: 6,392 shares 6,392 $1.64M 0.09% +244 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,074 shares; 2025Q1: 2,034 shares; 2025Q2: 8,267 shares; 2025Q3: 7,850 shares; 2025Q4: 7,874 shares 7,874 $1.63M 0.09% +24 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,574 shares; 2025Q1: 2,627 shares; 2025Q2: 2,617 shares; 2025Q3: 2,612 shares; 2025Q4: 2,709 shares 2,709 $1.63M 0.09% +97 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 6,580 shares; 2025Q1: 6,211 shares; 2025Q2: 7,284 shares; 2025Q3: 7,440 shares; 2025Q4: 7,524 shares 7,524 $1.62M 0.09% +84 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,686 shares; 2024Q4: 18,470 shares; 2025Q1: 18,928 shares; 2025Q2: 19,041 shares; 2025Q3: 19,208 shares; 2025Q4: 18,394 shares 18,394 $1.61M 0.09% -814 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: 3,904 shares; 2024Q4: 4,028 shares; 2025Q1: 4,036 shares; 2025Q2: 4,361 shares; 2025Q3: 3,960 shares; 2025Q4: 4,339 shares 4,339 $1.61M 0.09% +379 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 7,887 shares; 2025Q1: 7,901 shares; 2025Q2: 7,914 shares; 2025Q3: 8,267 shares; 2025Q4: 8,282 shares 8,282 $1.6M 0.09% +15 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: 5,463 shares; 2024Q4: 5,627 shares; 2025Q1: 6,251 shares; 2025Q2: 6,693 shares; 2025Q3: 6,784 shares; 2025Q4: 7,234 shares 7,234 $1.59M 0.09% +450 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,408 shares; 2024Q4: 20,539 shares; 2025Q1: 20,705 shares; 2025Q2: 18,984 shares; 2025Q3: 18,091 shares; 2025Q4: 19,995 shares 19,995 $1.59M 0.09% +1,904 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: 5,422 shares; 2024Q4: 9,066 shares; 2025Q1: 8,210 shares; 2025Q2: 9,486 shares; 2025Q3: 8,645 shares; 2025Q4: 7,217 shares 7,217 $1.55M 0.09% -1,428 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: 9,238 shares; 2024Q4: 10,073 shares; 2025Q1: 9,378 shares; 2025Q2: 9,735 shares; 2025Q3: 9,059 shares; 2025Q4: 9,586 shares 9,586 $1.53M 0.09% +527 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,527 shares; 2024Q4: 24,900 shares; 2025Q1: 23,865 shares; 2025Q2: 24,324 shares; 2025Q3: 20,958 shares; 2025Q4: 20,606 shares 20,606 $1.53M 0.09% -352 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: 55,335 shares; 2024Q4: 56,462 shares; 2025Q1: 54,845 shares; 2025Q2: 57,759 shares; 2025Q3: 54,891 shares; 2025Q4: 54,935 shares 54,935 $1.51M 0.09% +44 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,764 shares; 2025Q4: 60,656 shares 60,656 $1.49M 0.08% +46,892 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: 3,268 shares; 2024Q4: 3,358 shares; 2025Q1: 3,130 shares; 2025Q2: 3,198 shares; 2025Q3: 5,464 shares; 2025Q4: 5,430 shares 5,430 $1.44M 0.08% -34 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: 84,845 shares; 2024Q4: 80,290 shares; 2025Q1: 75,876 shares; 2025Q2: 37,419 shares; 2025Q3: 22,331 shares; 2025Q4: 13,751 shares 13,751 $1.42M 0.08% -8,580 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,621 shares; 2024Q4: 15,549 shares; 2025Q1: 16,054 shares; 2025Q2: 60,088 shares; 2025Q3: 72,073 shares; 2025Q4: 69,257 shares 69,257 $1.4M 0.08% -2,816 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 3,267 shares; 2025Q1: 3,233 shares; 2025Q2: 3,125 shares; 2025Q3: 3,202 shares; 2025Q4: 3,576 shares 3,576 $1.39M 0.08% +374 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: 12,637 shares; 2024Q4: 12,325 shares; 2025Q1: 15,675 shares; 2025Q2: 14,049 shares; 2025Q3: 14,553 shares; 2025Q4: 14,408 shares 14,408 $1.38M 0.08% -145 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: 14,749 shares; 2024Q4: 18,603 shares; 2025Q1: 14,018 shares; 2025Q2: 17,046 shares; 2025Q3: 19,008 shares; 2025Q4: 14,783 shares 14,783 $1.38M 0.08% -4,225 Timeline VCR 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: 3,462 shares; 2024Q4: 3,740 shares; 2025Q1: 3,746 shares; 2025Q2: 3,456 shares; 2025Q3: 3,460 shares; 2025Q4: 3,491 shares 3,491 $1.38M 0.08% +31 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 13,331 shares; 2025Q1: 13,005 shares; 2025Q2: 12,944 shares; 2025Q3: 12,944 shares; 2025Q4: 12,944 shares 12,944 $1.36M 0.08% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,660 shares; 2025Q1: 3,772 shares; 2025Q2: 4,619 shares; 2025Q3: 4,520 shares; 2025Q4: 4,661 shares 4,661 $1.35M 0.08% +141 Timeline RPG 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: 28,613 shares; 2024Q4: 28,815 shares; 2025Q1: 29,049 shares; 2025Q2: 29,050 shares; 2025Q3: 29,056 shares; 2025Q4: 28,832 shares 28,832 $1.35M 0.08% -224 Timeline FIDU 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: 11,628 shares; 2024Q4: 11,597 shares; 2025Q1: 11,830 shares; 2025Q2: 13,076 shares; 2025Q3: 14,548 shares; 2025Q4: 16,291 shares 16,291 $1.34M 0.08% +1,743 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,226 shares; 2024Q4: 49,630 shares; 2025Q1: 44,091 shares; 2025Q2: 45,027 shares; 2025Q3: 45,139 shares; 2025Q4: 43,260 shares 43,260 $1.34M 0.08% -1,879 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 6,817 shares; 2025Q1: 6,291 shares; 2025Q2: 6,144 shares; 2025Q3: 6,151 shares; 2025Q4: 6,149 shares 6,149 $1.34M 0.08% -2 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: 6,243 shares; 2024Q4: 6,139 shares; 2025Q1: 5,605 shares; 2025Q2: 5,540 shares; 2025Q3: 5,465 shares; 2025Q4: 5,523 shares 5,523 $1.33M 0.08% +58 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,268 shares; 2024Q4: 23,275 shares; 2025Q1: 24,546 shares; 2025Q2: 24,553 shares; 2025Q3: 23,606 shares; 2025Q4: 23,612 shares 23,612 $1.33M 0.08% +6 Timeline VDE 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: 14,776 shares; 2024Q4: 13,908 shares; 2025Q1: 13,786 shares; 2025Q2: 11,246 shares; 2025Q3: 10,460 shares; 2025Q4: 10,478 shares 10,478 $1.32M 0.08% +18 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: 5,264 shares; 2025Q1: 4,836 shares; 2025Q2: 18,265 shares; 2025Q3: 17,644 shares; 2025Q4: 17,272 shares 17,272 $1.32M 0.07% -372 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 9,002 shares; 2025Q1: 7,763 shares; 2025Q2: 8,564 shares; 2025Q3: 7,757 shares; 2025Q4: 6,471 shares 6,471 $1.3M 0.07% -1,286 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 9,413 shares; 2025Q1: 9,386 shares; 2025Q2: 9,469 shares; 2025Q3: 10,273 shares; 2025Q4: 9,781 shares 9,781 $1.3M 0.07% -492 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: 3,393 shares; 2024Q4: 6,491 shares; 2025Q1: 3,397 shares; 2025Q2: 6,448 shares; 2025Q3: 3,574 shares; 2025Q4: 6,985 shares 6,985 $1.3M 0.07% +3,411 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 6,709 shares; 2025Q1: 6,690 shares; 2025Q2: 6,854 shares; 2025Q3: 6,576 shares; 2025Q4: 6,449 shares 6,449 $1.29M 0.07% -127 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: 13,452 shares; 2024Q4: 12,979 shares; 2025Q1: 13,067 shares; 2025Q2: 13,370 shares; 2025Q3: 12,728 shares; 2025Q4: 12,833 shares 12,833 $1.28M 0.07% +105 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 21,795 shares; 2025Q1: 19,334 shares; 2025Q2: 20,175 shares; 2025Q3: 18,598 shares; 2025Q4: 18,873 shares 18,873 $1.27M 0.07% +275 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,955 shares; 2024Q4: 20,004 shares; 2025Q1: 19,843 shares; 2025Q2: 20,154 shares; 2025Q3: 15,739 shares; 2025Q4: 20,102 shares 20,102 $1.27M 0.07% +4,363 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: 3,930 shares; 2024Q4: 3,962 shares; 2025Q1: 4,214 shares; 2025Q2: 4,544 shares; 2025Q3: 4,608 shares; 2025Q4: 4,587 shares 4,587 $1.25M 0.07% -21 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: 6,170 shares; 2024Q4: 6,054 shares; 2025Q1: 6,177 shares; 2025Q2: 6,479 shares; 2025Q3: 5,607 shares; 2025Q4: 5,435 shares 5,435 $1.24M 0.07% -172 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,050 shares; 2024Q4: 25,886 shares; 2025Q1: 25,221 shares; 2025Q2: 23,562 shares; 2025Q3: 22,017 shares; 2025Q4: 18,776 shares 18,776 $1.24M 0.07% -3,241 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: 14,491 shares; 2024Q4: 15,512 shares; 2025Q1: 13,392 shares; 2025Q2: 16,365 shares; 2025Q3: 16,420 shares; 2025Q4: 15,171 shares 15,171 $1.23M 0.07% -1,249 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: 7,020 shares; 2024Q4: 7,037 shares; 2025Q1: 7,208 shares; 2025Q2: 7,581 shares; 2025Q3: 8,918 shares; 2025Q4: 8,921 shares 8,921 $1.23M 0.07% +3 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,330 shares; 2024Q4: 34,781 shares; 2025Q1: 33,530 shares; 2025Q2: 35,915 shares; 2025Q3: 35,880 shares; 2025Q4: 35,830 shares 35,830 $1.23M 0.07% -50 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: 5,111 shares; 2024Q4: 5,072 shares; 2025Q1: 5,113 shares; 2025Q2: 5,095 shares; 2025Q3: 3,767 shares; 2025Q4: 3,481 shares 3,481 $1.22M 0.07% -286 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,204 shares; 2025Q1: 2,696 shares; 2025Q2: 3,092 shares; 2025Q3: 3,223 shares; 2025Q4: 2,943 shares 2,943 $1.21M 0.07% -280 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: 233 shares; 2024Q4: 234 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 229 shares; 2025Q4: 226 shares 226 $1.21M 0.07% -3 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 3,914 shares; 2025Q1: 4,554 shares; 2025Q2: 4,632 shares; 2025Q3: 4,883 shares; 2025Q4: 5,335 shares 5,335 $1.2M 0.07% +452 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 11,566 shares; 2025Q1: 11,396 shares; 2025Q2: 11,358 shares; 2025Q3: 11,516 shares; 2025Q4: 11,689 shares 11,689 $1.2M 0.07% +173 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: 5,543 shares; 2025Q1: 5,615 shares; 2025Q2: 6,592 shares; 2025Q3: 6,759 shares; 2025Q4: 6,994 shares 6,994 $1.2M 0.07% +235 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: 9,580 shares; 2024Q4: 9,592 shares; 2025Q1: 10,269 shares; 2025Q2: 9,919 shares; 2025Q3: 10,454 shares; 2025Q4: 14,634 shares 14,634 $1.2M 0.07% +4,180 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: 13,882 shares; 2024Q4: 14,607 shares; 2025Q1: 14,148 shares; 2025Q2: 13,723 shares; 2025Q3: 14,905 shares; 2025Q4: 14,976 shares 14,976 $1.18M 0.07% +71 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,206 shares; 2025Q1: 3,189 shares; 2025Q2: 3,365 shares; 2025Q3: 3,457 shares; 2025Q4: 4,392 shares 4,392 $1.18M 0.07% +935 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,083 shares; 2024Q4: 38,456 shares; 2025Q1: 38,558 shares; 2025Q2: 37,546 shares; 2025Q3: 38,568 shares; 2025Q4: 36,494 shares 36,494 $1.17M 0.07% -2,074 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,082 shares; 2025Q1: 4,198 shares; 2025Q2: 4,199 shares; 2025Q3: 4,239 shares; 2025Q4: 4,736 shares 4,736 $1.17M 0.07% +497 Timeline GDXJ 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: 12,653 shares; 2024Q4: 12,663 shares; 2025Q1: 11,563 shares; 2025Q2: 10,278 shares; 2025Q3: 10,263 shares; 2025Q4: 10,273 shares 10,273 $1.17M 0.07% +10 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: 2,952 shares; 2024Q4: 2,966 shares; 2025Q1: 2,596 shares; 2025Q2: 2,682 shares; 2025Q3: 2,709 shares; 2025Q4: 3,321 shares 3,321 $1.17M 0.07% +612 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: 19,383 shares; 2024Q4: 18,627 shares; 2025Q1: 19,188 shares; 2025Q2: 21,718 shares; 2025Q3: 22,462 shares; 2025Q4: 22,873 shares 22,873 $1.16M 0.07% +411 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: 5,800 shares; 2024Q4: 5,795 shares; 2025Q1: 5,300 shares; 2025Q2: 6,903 shares; 2025Q3: 6,061 shares; 2025Q4: 6,481 shares 6,481 $1.15M 0.07% +420 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: 1,697 shares; 2024Q4: 1,608 shares; 2025Q1: 1,660 shares; 2025Q2: 4,050 shares; 2025Q3: 4,030 shares; 2025Q4: 4,737 shares 4,737 $1.15M 0.07% +707 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: 18,082 shares; 2024Q4: 18,134 shares; 2025Q1: 18,422 shares; 2025Q2: 14,265 shares; 2025Q3: 13,651 shares; 2025Q4: 14,310 shares 14,310 $1.13M 0.06% +659 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,708 shares; 2024Q4: 32,083 shares; 2025Q1: 29,410 shares; 2025Q2: 29,245 shares; 2025Q3: 29,895 shares; 2025Q4: 31,122 shares 31,122 $1.13M 0.06% +1,227 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,101 shares; 2025Q3: 6,723 shares; 2025Q4: 7,202 shares 7,202 $1.11M 0.06% +479 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,105 shares; 2025Q2: 12,055 shares; 2025Q3: 13,345 shares; 2025Q4: 14,515 shares 14,515 $1.11M 0.06% +1,170 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,494 shares; 2025Q1: not reported; 2025Q2: 52,494 shares; 2025Q3: 53,285 shares; 2025Q4: 53,340 shares 53,340 $1.1M 0.06% +55 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,228 shares; 2024Q4: 71,477 shares; 2025Q1: 71,453 shares; 2025Q2: 70,319 shares; 2025Q3: 64,062 shares; 2025Q4: 59,571 shares 59,571 $1.1M 0.06% -4,491 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,456 shares; 2024Q4: 16,561 shares; 2025Q1: 17,589 shares; 2025Q2: 16,960 shares; 2025Q3: 10,769 shares; 2025Q4: 18,801 shares 18,801 $1.08M 0.06% +8,032 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,483 shares; 2025Q4: 29,649 shares 29,649 $1.08M 0.06% +12,166 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,894 shares; 2025Q1: 4,041 shares; 2025Q2: 4,429 shares; 2025Q3: 4,658 shares; 2025Q4: 4,193 shares 4,193 $1.08M 0.06% -465 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,802 shares; 2024Q4: 60,897 shares; 2025Q1: 60,678 shares; 2025Q2: 61,141 shares; 2025Q3: 56,409 shares; 2025Q4: 56,739 shares 56,739 $1.07M 0.06% +330 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,958 shares; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,306 shares; 2025Q4: 6,312 shares 6,312 $1.07M 0.06% +6 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,642 shares; 2025Q4: 23,755 shares 23,755 $1.06M 0.06% +16,113 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,171 shares; 2025Q1: 5,168 shares; 2025Q2: 5,381 shares; 2025Q3: 5,615 shares; 2025Q4: 5,955 shares 5,955 $1.06M 0.06% +340 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: 11,800 shares; 2024Q4: 10,315 shares; 2025Q1: 10,131 shares; 2025Q2: 11,159 shares; 2025Q3: 13,158 shares; 2025Q4: 12,541 shares 12,541 $1.06M 0.06% -617 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,466 shares; 2024Q4: 7,676 shares; 2025Q1: 7,515 shares; 2025Q2: 7,359 shares; 2025Q3: 7,353 shares; 2025Q4: 7,397 shares 7,397 $1.04M 0.06% +44 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,234 shares; 2025Q1: 3,241 shares; 2025Q2: 3,193 shares; 2025Q3: 3,178 shares; 2025Q4: 3,308 shares 3,308 $1.04M 0.06% +130 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,293 shares; 2024Q4: 25,270 shares; 2025Q1: 21,327 shares; 2025Q2: 21,968 shares; 2025Q3: 21,083 shares; 2025Q4: 21,350 shares 21,350 $1.04M 0.06% +267 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 4,220 shares; 2025Q1: 4,200 shares; 2025Q2: 6,380 shares; 2025Q3: 6,410 shares; 2025Q4: 6,691 shares 6,691 $1.04M 0.06% +281 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,721 shares; 2024Q4: 8,403 shares; 2025Q1: 8,453 shares; 2025Q2: 9,490 shares; 2025Q3: 9,891 shares; 2025Q4: 11,784 shares 11,784 $1.03M 0.06% +1,893 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: 1,009 shares; 2024Q4: 1,050 shares; 2025Q1: 1,062 shares; 2025Q2: 1,181 shares; 2025Q3: 1,173 shares; 2025Q4: 1,172 shares 1,172 $1.03M 0.06% -1 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: 9,743 shares; 2024Q4: 9,326 shares; 2025Q1: 9,440 shares; 2025Q2: 10,716 shares; 2025Q3: 10,704 shares; 2025Q4: 9,632 shares 9,632 $1.03M 0.06% -1,072 Timeline EVSM 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: 7,000 shares; 2025Q1: 10,745 shares; 2025Q2: 17,205 shares; 2025Q3: 17,205 shares; 2025Q4: 20,155 shares 20,155 $1.02M 0.06% +2,950 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,385 shares; 2024Q4: 10,127 shares; 2025Q1: 10,124 shares; 2025Q2: 7,803 shares; 2025Q3: 6,601 shares; 2025Q4: 6,667 shares 6,667 $1.01M 0.06% +66 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,925 shares; 2024Q4: 60,926 shares; 2025Q1: 59,172 shares; 2025Q2: 59,174 shares; 2025Q3: 59,174 shares; 2025Q4: 59,177 shares 59,177 $1M 0.06% +3 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,773 shares; 2025Q2: 13,861 shares; 2025Q3: 15,373 shares; 2025Q4: 15,823 shares 15,823 $1M 0.06% +450 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,584 shares; 2025Q4: 7,639 shares 7,639 $1M 0.06% +5,055 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,878 shares; 2024Q4: 18,398 shares; 2025Q1: 13,964 shares; 2025Q2: 15,556 shares; 2025Q3: 15,488 shares; 2025Q4: 18,496 shares 18,496 $996K 0.06% +3,008 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,672 shares; 2024Q4: 27,458 shares; 2025Q1: 30,567 shares; 2025Q2: 30,677 shares; 2025Q3: 33,231 shares; 2025Q4: 33,618 shares 33,618 $993K 0.06% +387 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 6,807 shares; 2025Q1: 9,415 shares; 2025Q2: 9,502 shares; 2025Q3: 7,963 shares; 2025Q4: 9,998 shares 9,998 $992K 0.06% +2,035 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: 2,423 shares; 2024Q4: 2,244 shares; 2025Q1: 2,188 shares; 2025Q2: 1,466 shares; 2025Q3: 1,494 shares; 2025Q4: 1,464 shares 1,464 $990K 0.06% -30 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,489 shares; 2025Q1: 5,026 shares; 2025Q2: 5,202 shares; 2025Q3: 9,875 shares; 2025Q4: 9,687 shares 9,687 $977K 0.06% -188 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,212 shares; 2024Q4: 20,288 shares; 2025Q1: 20,341 shares; 2025Q2: 20,417 shares; 2025Q3: 20,342 shares; 2025Q4: 20,397 shares 20,397 $975K 0.06% +55 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: 20,567 shares; 2024Q4: 16,450 shares; 2025Q1: 16,436 shares; 2025Q2: 15,632 shares; 2025Q3: 15,774 shares; 2025Q4: 17,997 shares 17,997 $967K 0.06% +2,223 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 6,975 shares; 2025Q1: 7,241 shares; 2025Q2: 7,165 shares; 2025Q3: 7,237 shares; 2025Q4: 6,851 shares 6,851 $967K 0.06% -386 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: 13,092 shares; 2024Q4: 13,138 shares; 2025Q1: 12,873 shares; 2025Q2: 12,526 shares; 2025Q3: 12,270 shares; 2025Q4: 13,082 shares 13,082 $964K 0.05% +812 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: 12,269 shares; 2024Q4: 11,874 shares; 2025Q1: 18,419 shares; 2025Q2: 18,864 shares; 2025Q3: 17,439 shares; 2025Q4: 16,581 shares 16,581 $964K 0.05% -858 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,343 shares; 2025Q2: 1,422 shares; 2025Q3: 1,572 shares; 2025Q4: 3,439 shares 3,439 $960K 0.05% +1,867 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,710 shares; 2025Q2: 19,710 shares; 2025Q3: 19,710 shares; 2025Q4: 19,710 shares 19,710 $959K 0.05% 0 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: 713 shares; 2024Q4: 684 shares; 2025Q1: 671 shares; 2025Q2: 10,413 shares; 2025Q3: 10,447 shares; 2025Q4: 10,509 shares 10,509 $959K 0.05% +62 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,197 shares; 2024Q4: 16,784 shares; 2025Q1: 19,738 shares; 2025Q2: 19,087 shares; 2025Q3: 18,152 shares; 2025Q4: 16,959 shares 16,959 $954K 0.05% -1,193 Timeline INFL LISTED FDS TR More: the full row for LISTED 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: not reported; 2025Q2: 4,788 shares; 2025Q3: 6,553 shares; 2025Q4: 21,343 shares 21,343 $949K 0.05% +14,790 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 11,490 shares; 2025Q1: 13,556 shares; 2025Q2: 15,710 shares; 2025Q3: 11,608 shares; 2025Q4: 10,383 shares 10,383 $949K 0.05% -1,225 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: 6,668 shares; 2024Q4: 5,907 shares; 2025Q1: 6,060 shares; 2025Q2: 7,222 shares; 2025Q3: 7,653 shares; 2025Q4: 7,724 shares 7,724 $948K 0.05% +71 Timeline XOP 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: 8,162 shares; 2024Q4: 8,131 shares; 2025Q1: 7,985 shares; 2025Q2: 7,789 shares; 2025Q3: 7,489 shares; 2025Q4: 7,466 shares 7,466 $943K 0.05% -23 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: 6,113 shares; 2024Q4: 6,305 shares; 2025Q1: 6,737 shares; 2025Q2: 7,862 shares; 2025Q3: 7,411 shares; 2025Q4: 8,140 shares 8,140 $939K 0.05% +729 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: 48,129 shares; 2024Q4: 42,878 shares; 2025Q1: 39,724 shares; 2025Q2: 38,532 shares; 2025Q3: 35,695 shares; 2025Q4: 34,105 shares 34,105 $938K 0.05% -1,590 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,456 shares; 2025Q2: 11,126 shares; 2025Q3: 18,304 shares; 2025Q4: 19,082 shares 19,082 $935K 0.05% +778 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: 2,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,682 shares; 2025Q4: 3,275 shares 3,275 $935K 0.05% +593 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: 6,297 shares; 2024Q4: 4,936 shares; 2025Q1: 19,002 shares; 2025Q2: 19,271 shares; 2025Q3: 20,934 shares; 2025Q4: 19,540 shares 19,540 $935K 0.05% -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: 14,264 shares 14,264 $933K 0.05% new 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: 1,355 shares; 2024Q4: 1,366 shares; 2025Q1: 1,379 shares; 2025Q2: 1,417 shares; 2025Q3: 1,401 shares; 2025Q4: 1,405 shares 1,405 $931K 0.05% +4 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: 10,828 shares; 2024Q4: 10,921 shares; 2025Q1: 10,865 shares; 2025Q2: 10,702 shares; 2025Q3: 10,713 shares; 2025Q4: 10,001 shares 10,001 $919K 0.05% -712 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: 17,593 shares; 2024Q4: 16,158 shares; 2025Q1: 16,100 shares; 2025Q2: 15,908 shares; 2025Q3: 14,975 shares; 2025Q4: 15,690 shares 15,690 $919K 0.05% +715 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: 9,278 shares; 2025Q1: 8,993 shares; 2025Q2: 8,679 shares; 2025Q3: 8,408 shares; 2025Q4: 8,123 shares 8,123 $911K 0.05% -285 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: 2,965 shares; 2024Q4: 3,004 shares; 2025Q1: 3,104 shares; 2025Q2: 3,256 shares; 2025Q3: 3,522 shares; 2025Q4: 2,929 shares 2,929 $909K 0.05% -593 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: 1,841 shares; 2024Q4: 1,792 shares; 2025Q1: 1,605 shares; 2025Q2: 1,613 shares; 2025Q3: 1,643 shares; 2025Q4: 1,602 shares 1,602 $907K 0.05% -41 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,378 shares; 2025Q3: 47,378 shares; 2025Q4: 47,378 shares 47,378 $903K 0.05% 0 Timeline VIS 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: 3,648 shares; 2024Q4: 3,634 shares; 2025Q1: 3,643 shares; 2025Q2: 2,955 shares; 2025Q3: 2,961 shares; 2025Q4: 2,994 shares 2,994 $893K 0.05% +33 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,059 shares; 2024Q4: 33,546 shares; 2025Q1: 32,681 shares; 2025Q2: 32,119 shares; 2025Q3: 29,098 shares; 2025Q4: 28,032 shares 28,032 $881K 0.05% -1,066 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,503 shares; 2025Q1: 3,124 shares; 2025Q2: 4,510 shares; 2025Q3: 4,891 shares; 2025Q4: 5,583 shares 5,583 $874K 0.05% +692 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 22,490 shares; 2025Q4: 32,962 shares 32,962 $873K 0.05% +10,472 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,699 shares; 2025Q3: 61,034 shares; 2025Q4: 61,034 shares 61,034 $870K 0.05% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 13,230 shares; 2025Q1: 13,230 shares; 2025Q2: 13,230 shares; 2025Q3: 13,230 shares; 2025Q4: 13,230 shares 13,230 $869K 0.05% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,460 shares; 2024Q4: 63,210 shares; 2025Q1: 65,975 shares; 2025Q2: 79,000 shares; 2025Q3: 79,198 shares; 2025Q4: 70,151 shares 70,151 $868K 0.05% -9,047 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: 11,138 shares; 2024Q4: 18,709 shares; 2025Q1: 14,601 shares; 2025Q2: 19,439 shares; 2025Q3: 19,049 shares; 2025Q4: 19,198 shares 19,198 $861K 0.05% +149 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: 16,143 shares; 2024Q4: 16,157 shares; 2025Q1: 16,266 shares; 2025Q2: 17,249 shares; 2025Q3: 17,672 shares; 2025Q4: 17,495 shares 17,495 $861K 0.05% -177 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 21,291 shares; 2025Q1: 24,995 shares; 2025Q2: 26,523 shares; 2025Q3: 24,218 shares; 2025Q4: 23,460 shares 23,460 $859K 0.05% -758 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,187 shares; 2025Q1: 39,252 shares; 2025Q2: 41,047 shares; 2025Q3: 39,962 shares; 2025Q4: 39,522 shares 39,522 $858K 0.05% -440 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: 3,475 shares; 2024Q4: 3,357 shares; 2025Q1: 3,671 shares; 2025Q2: 3,894 shares; 2025Q3: 3,774 shares; 2025Q4: 3,768 shares 3,768 $858K 0.05% -6 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 8,918 shares; 2025Q1: 9,051 shares; 2025Q2: 8,491 shares; 2025Q3: 12,393 shares; 2025Q4: 9,948 shares 9,948 $853K 0.05% -2,445 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,489 shares; 2024Q4: 51,372 shares; 2025Q1: 49,917 shares; 2025Q2: 49,867 shares; 2025Q3: 45,957 shares; 2025Q4: 44,925 shares 44,925 $851K 0.05% -1,032 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 8,538 shares; 2025Q1: 8,298 shares; 2025Q2: 8,436 shares; 2025Q3: 7,040 shares; 2025Q4: 6,706 shares 6,706 $849K 0.05% -334 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: 3,175 shares; 2024Q4: 5,852 shares; 2025Q1: 3,822 shares; 2025Q2: 5,464 shares; 2025Q3: 5,521 shares; 2025Q4: 6,564 shares 6,564 $847K 0.05% +1,043 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: 20,100 shares; 2024Q4: 14,430 shares; 2025Q1: 13,481 shares; 2025Q2: 12,992 shares; 2025Q3: 13,479 shares; 2025Q4: 13,994 shares 13,994 $841K 0.05% +515 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 5,957 shares; 2025Q1: 5,984 shares; 2025Q2: 5,999 shares; 2025Q3: 7,323 shares; 2025Q4: 16,956 shares 16,956 $841K 0.05% +9,633 Timeline ONEY 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: 8,126 shares; 2024Q4: 7,526 shares; 2025Q1: 7,526 shares; 2025Q2: 7,241 shares; 2025Q3: 7,241 shares; 2025Q4: 7,391 shares 7,391 $839K 0.05% +150 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: 798 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 793 shares; 2025Q4: 782 shares 782 $837K 0.05% -11 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: 955 shares; 2024Q4: 2,705 shares; 2025Q1: 3,113 shares; 2025Q2: 2,838 shares; 2025Q3: 3,018 shares; 2025Q4: 3,019 shares 3,019 $836K 0.05% +1 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: 2,285 shares; 2024Q4: 2,591 shares; 2025Q1: 2,429 shares; 2025Q2: 2,338 shares; 2025Q3: 2,323 shares; 2025Q4: 2,362 shares 2,362 $835K 0.05% +39 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: 20,039 shares; 2024Q4: 20,039 shares; 2025Q1: 20,039 shares; 2025Q2: 21,377 shares; 2025Q3: 21,488 shares; 2025Q4: 21,488 shares 21,488 $829K 0.05% 0 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 9,095 shares 9,095 $828K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,404 shares; 2025Q1: 6,037 shares; 2025Q2: 7,658 shares; 2025Q3: 7,677 shares; 2025Q4: 8,611 shares 8,611 $827K 0.05% +934 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 2,966 shares; 2025Q1: 2,494 shares; 2025Q2: 3,689 shares; 2025Q3: 4,212 shares; 2025Q4: 4,373 shares 4,373 $806K 0.05% +161 Timeline PXE 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: 30,117 shares; 2024Q4: 30,253 shares; 2025Q1: 29,388 shares; 2025Q2: 29,294 shares; 2025Q3: 28,545 shares; 2025Q4: 28,567 shares 28,567 $798K 0.05% +22 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 7,848 shares; 2025Q1: 7,848 shares; 2025Q2: 8,483 shares; 2025Q3: 8,670 shares; 2025Q4: 19,789 shares 19,789 $783K 0.04% +11,119 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: 8,903 shares; 2024Q4: 8,723 shares; 2025Q1: 8,870 shares; 2025Q2: 18,499 shares; 2025Q3: 18,777 shares; 2025Q4: 19,399 shares 19,399 $778K 0.04% +622 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,169 shares; 2025Q1: 7,089 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 15,081 shares 15,081 $776K 0.04% +7,600 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 19,570 shares; 2025Q3: 25,129 shares; 2025Q4: 25,799 shares 25,799 $774K 0.04% +670 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 12,459 shares; 2025Q1: 11,979 shares; 2025Q2: 12,029 shares; 2025Q3: 11,319 shares; 2025Q4: 11,319 shares 11,319 $774K 0.04% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,892 shares; 2025Q1: 3,843 shares; 2025Q2: 3,915 shares; 2025Q3: 3,757 shares; 2025Q4: 3,710 shares 3,710 $769K 0.04% -47 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,883 shares; 2024Q4: 9,640 shares; 2025Q1: 8,191 shares; 2025Q2: 8,317 shares; 2025Q3: 8,432 shares; 2025Q4: 9,509 shares 9,509 $761K 0.04% +1,077 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 7,668 shares; 2025Q1: 7,693 shares; 2025Q2: 7,695 shares; 2025Q3: 7,834 shares; 2025Q4: 8,071 shares 8,071 $760K 0.04% +237 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 7,883 shares; 2025Q1: 7,643 shares; 2025Q2: 7,845 shares; 2025Q3: 8,006 shares; 2025Q4: 7,686 shares 7,686 $760K 0.04% -320 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 6,125 shares; 2025Q3: 8,613 shares; 2025Q4: 9,731 shares 9,731 $758K 0.04% +1,118 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 6,019 shares; 2025Q1: 5,134 shares; 2025Q2: 5,230 shares; 2025Q3: 5,667 shares; 2025Q4: 5,014 shares 5,014 $754K 0.04% -653 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,604 shares; 2025Q2: 13,511 shares; 2025Q3: 12,542 shares; 2025Q4: 14,841 shares 14,841 $751K 0.04% +2,299 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: 6,045 shares; 2024Q4: 5,773 shares; 2025Q1: 6,214 shares; 2025Q2: 6,221 shares; 2025Q3: 6,531 shares; 2025Q4: 6,242 shares 6,242 $747K 0.04% -289 Timeline IDMO 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: 3,820 shares; 2025Q4: 13,411 shares 13,411 $745K 0.04% +9,591 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,462 shares; 2024Q4: 25,928 shares; 2025Q1: 23,646 shares; 2025Q2: 23,055 shares; 2025Q3: 17,706 shares; 2025Q4: 29,428 shares 29,428 $732K 0.04% +11,722 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 8,818 shares; 2025Q1: 8,345 shares; 2025Q2: 8,925 shares; 2025Q3: 9,311 shares; 2025Q4: 8,868 shares 8,868 $727K 0.04% -443 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 35,015 shares; 2025Q1: 35,567 shares; 2025Q2: 34,514 shares; 2025Q3: 41,456 shares; 2025Q4: 41,470 shares 41,470 $718K 0.04% +14 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: 8,347 shares; 2024Q4: 10,605 shares; 2025Q1: 11,989 shares; 2025Q2: 9,508 shares; 2025Q3: 9,406 shares; 2025Q4: 9,646 shares 9,646 $715K 0.04% +240 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: 2,868 shares; 2024Q4: 4,594 shares; 2025Q1: 4,977 shares; 2025Q2: 6,983 shares; 2025Q3: 6,618 shares; 2025Q4: 5,658 shares 5,658 $712K 0.04% -960 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 10,343 shares; 2025Q1: 10,735 shares; 2025Q2: 13,795 shares; 2025Q3: 13,995 shares; 2025Q4: 10,189 shares 10,189 $710K 0.04% -3,806 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: 8,216 shares 8,216 $709K 0.04% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 4,225 shares; 2025Q4: 4,864 shares 4,864 $707K 0.04% +639 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,566 shares; 2025Q1: 1,580 shares; 2025Q2: 1,732 shares; 2025Q3: 1,590 shares; 2025Q4: 1,588 shares 1,588 $705K 0.04% -2 Timeline GBIL 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: 12,691 shares; 2024Q4: 12,707 shares; 2025Q1: 4,909 shares; 2025Q2: 7,595 shares; 2025Q3: 7,092 shares; 2025Q4: 7,058 shares 7,058 $705K 0.04% -34 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,778 shares; 2025Q1: 4,665 shares; 2025Q2: 5,237 shares; 2025Q3: 5,982 shares; 2025Q4: 5,650 shares 5,650 $705K 0.04% -332 Timeline XBI 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: 5,115 shares; 2024Q4: not reported; 2025Q1: 2,566 shares; 2025Q2: 4,129 shares; 2025Q3: 4,502 shares; 2025Q4: 5,771 shares 5,771 $704K 0.04% +1,269 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,595 shares; 2025Q1: 2,618 shares; 2025Q2: 2,670 shares; 2025Q3: 3,019 shares; 2025Q4: 3,790 shares 3,790 $703K 0.04% +771 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: 1,502 shares; 2024Q4: 1,732 shares; 2025Q1: not reported; 2025Q2: 774 shares; 2025Q3: 1,123 shares; 2025Q4: 1,042 shares 1,042 $702K 0.04% -81 Timeline MDYG 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: 7,587 shares; 2024Q4: 7,589 shares; 2025Q1: 7,590 shares; 2025Q2: 7,592 shares; 2025Q3: 7,594 shares; 2025Q4: 7,596 shares 7,596 $702K 0.04% +2 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 15,601 shares; 2025Q1: 16,574 shares; 2025Q2: 15,729 shares; 2025Q3: 14,460 shares; 2025Q4: 14,845 shares 14,845 $702K 0.04% +385 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: 4,409 shares; 2024Q4: 3,508 shares; 2025Q1: 3,679 shares; 2025Q2: 3,805 shares; 2025Q3: 3,791 shares; 2025Q4: 4,026 shares 4,026 $699K 0.04% +235 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,086 shares; 2025Q3: 11,811 shares; 2025Q4: 24,626 shares 24,626 $697K 0.04% +12,815 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,164 shares; 2024Q4: 23,140 shares; 2025Q1: 25,740 shares; 2025Q2: 25,218 shares; 2025Q3: 27,993 shares; 2025Q4: 27,548 shares 27,548 $687K 0.04% -445 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,409 shares; 2025Q1: 2,364 shares; 2025Q2: 2,372 shares; 2025Q3: 2,459 shares; 2025Q4: 2,737 shares 2,737 $687K 0.04% +278 Timeline VPU 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: 3,661 shares; 2024Q4: 4,136 shares; 2025Q1: 3,661 shares; 2025Q2: 4,138 shares; 2025Q3: 3,663 shares; 2025Q4: 3,675 shares 3,675 $680K 0.04% +12 Timeline RPV 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: 5,596 shares; 2024Q4: 5,782 shares; 2025Q1: 5,956 shares; 2025Q2: 5,959 shares; 2025Q3: 5,963 shares; 2025Q4: 6,565 shares 6,565 $679K 0.04% +602 Timeline FHLC 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: 5,478 shares; 2024Q4: 4,642 shares; 2025Q1: 8,688 shares; 2025Q2: 7,847 shares; 2025Q3: 9,097 shares; 2025Q4: 9,097 shares 9,097 $676K 0.04% 0 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,130 shares; 2025Q3: 11,695 shares; 2025Q4: 11,495 shares 11,495 $670K 0.04% -200 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,196 shares; 2024Q4: 20,604 shares; 2025Q1: 20,349 shares; 2025Q2: 20,317 shares; 2025Q3: 19,353 shares; 2025Q4: 18,542 shares 18,542 $668K 0.04% -811 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: 6,844 shares; 2024Q4: 10,677 shares; 2025Q1: 6,750 shares; 2025Q2: 9,786 shares; 2025Q3: 6,028 shares; 2025Q4: 9,970 shares 9,970 $668K 0.04% +3,942 Timeline XMLV 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: 10,301 shares; 2024Q4: 10,307 shares; 2025Q1: 10,607 shares; 2025Q2: 10,613 shares; 2025Q3: 10,620 shares; 2025Q4: 10,626 shares 10,626 $663K 0.04% +6 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,137 shares; 2024Q4: 30,546 shares; 2025Q1: 30,686 shares; 2025Q2: 29,143 shares; 2025Q3: 29,260 shares; 2025Q4: 32,037 shares 32,037 $661K 0.04% +2,777 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,628 shares; 2024Q4: 46,583 shares; 2025Q1: 46,166 shares; 2025Q2: 45,913 shares; 2025Q3: 41,403 shares; 2025Q4: 40,917 shares 40,917 $660K 0.04% -486 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 16,187 shares; 2025Q1: 16,237 shares; 2025Q2: 15,627 shares; 2025Q3: 15,481 shares; 2025Q4: 15,421 shares 15,421 $655K 0.04% -60 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,759 shares; 2025Q3: 6,977 shares; 2025Q4: 6,915 shares 6,915 $654K 0.04% -62 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: 1,370 shares; 2024Q4: 1,328 shares; 2025Q1: 1,285 shares; 2025Q2: 1,431 shares; 2025Q3: 2,099 shares; 2025Q4: 2,249 shares 2,249 $650K 0.04% +150 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,982 shares; 2024Q4: 23,705 shares; 2025Q1: 22,862 shares; 2025Q2: 22,263 shares; 2025Q3: 23,929 shares; 2025Q4: 23,227 shares 23,227 $649K 0.04% -702 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 6,307 shares; 2025Q1: 6,334 shares; 2025Q2: 6,156 shares; 2025Q3: 6,133 shares; 2025Q4: 6,256 shares 6,256 $641K 0.04% +123 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,474 shares; 2025Q1: 4,241 shares; 2025Q2: 4,597 shares; 2025Q3: 4,514 shares; 2025Q4: 4,860 shares 4,860 $634K 0.04% +346 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,949 shares; 2024Q4: 9,837 shares; 2025Q1: 9,415 shares; 2025Q2: 9,186 shares; 2025Q3: 9,210 shares; 2025Q4: 9,223 shares 9,223 $632K 0.04% +13 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 4,407 shares; 2025Q1: 4,511 shares; 2025Q2: 4,516 shares; 2025Q3: 4,465 shares; 2025Q4: 4,466 shares 4,466 $630K 0.04% +1 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 12,238 shares; 2025Q1: 12,239 shares; 2025Q2: 12,999 shares; 2025Q3: 13,221 shares; 2025Q4: 12,322 shares 12,322 $627K 0.04% -899 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,820 shares; 2024Q4: 40,646 shares; 2025Q1: 40,146 shares; 2025Q2: 38,175 shares; 2025Q3: 38,014 shares; 2025Q4: 37,985 shares 37,985 $626K 0.04% -29 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,536 shares; 2025Q3: 20,733 shares; 2025Q4: 22,210 shares 22,210 $625K 0.04% +1,477 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 398 shares; 2025Q4: 509 shares 509 $619K 0.04% +111 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: 3,214 shares; 2024Q4: 4,526 shares; 2025Q1: 4,451 shares; 2025Q2: 3,743 shares; 2025Q3: 3,604 shares; 2025Q4: 3,794 shares 3,794 $618K 0.04% +190 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 24,900 shares; 2025Q4: 24,900 shares 24,900 $617K 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,206 shares; 2025Q1: 1,191 shares; 2025Q2: 1,616 shares; 2025Q3: 1,725 shares; 2025Q4: 2,987 shares 2,987 $613K 0.03% +1,262 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 7,511 shares; 2025Q1: 7,360 shares; 2025Q2: 7,389 shares; 2025Q3: 7,389 shares; 2025Q4: 7,097 shares 7,097 $612K 0.03% -292 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,487 shares; 2024Q4: 158,547 shares; 2025Q1: 172,665 shares; 2025Q2: 168,164 shares; 2025Q3: 151,645 shares; 2025Q4: 149,262 shares 149,262 $612K 0.03% -2,383 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,010 shares 73,010 $609K 0.03% new AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,273 shares; 2025Q1: 2,702 shares; 2025Q2: 3,099 shares; 2025Q3: 3,020 shares; 2025Q4: 3,466 shares 3,466 $609K 0.03% +446 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,968 shares; 2024Q4: 5,959 shares; 2025Q1: 6,082 shares; 2025Q2: 6,055 shares; 2025Q3: 6,280 shares; 2025Q4: 7,779 shares 7,779 $602K 0.03% +1,499 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,662 shares; 2025Q1: 2,935 shares; 2025Q2: 3,189 shares; 2025Q3: 3,155 shares; 2025Q4: 3,064 shares 3,064 $595K 0.03% -91 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: 4,339 shares; 2024Q4: 4,793 shares; 2025Q1: 5,952 shares; 2025Q2: 5,042 shares; 2025Q3: 7,278 shares; 2025Q4: 7,282 shares 7,282 $592K 0.03% +4 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 6,407 shares 6,407 $591K 0.03% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,929 shares; 2024Q4: 15,939 shares; 2025Q1: 20,497 shares; 2025Q2: 24,771 shares; 2025Q3: 22,083 shares; 2025Q4: 22,098 shares 22,098 $582K 0.03% +15 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,115 shares; 2025Q1: 1,015 shares; 2025Q2: 988 shares; 2025Q3: 1,029 shares; 2025Q4: 1,092 shares 1,092 $582K 0.03% +63 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 2,168 shares; 2025Q1: 3,398 shares; 2025Q2: 4,037 shares; 2025Q3: 4,248 shares; 2025Q4: 4,375 shares 4,375 $581K 0.03% +127 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,201 shares; 2025Q1: 5,678 shares; 2025Q2: 6,229 shares; 2025Q3: 6,230 shares; 2025Q4: 5,931 shares 5,931 $581K 0.03% -299 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,714 shares; 2025Q4: 15,049 shares 15,049 $580K 0.03% +7,335 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 10,817 shares; 2025Q1: 10,817 shares; 2025Q2: 10,817 shares; 2025Q3: 10,817 shares; 2025Q4: 10,817 shares 10,817 $577K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 7,816 shares; 2025Q1: 8,105 shares; 2025Q2: 9,246 shares; 2025Q3: 8,263 shares; 2025Q4: 8,269 shares 8,269 $577K 0.03% +6 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,145 shares; 2025Q1: 5,752 shares; 2025Q2: 5,523 shares; 2025Q3: 5,544 shares; 2025Q4: 5,455 shares 5,455 $573K 0.03% -89 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 22,690 shares 22,690 $570K 0.03% new Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 12,206 shares; 2025Q1: 14,261 shares; 2025Q2: 14,600 shares; 2025Q3: 14,621 shares; 2025Q4: 14,765 shares 14,765 $569K 0.03% +144 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,158 shares; 2025Q1: 12,158 shares; 2025Q2: 12,158 shares; 2025Q3: 12,158 shares; 2025Q4: 12,158 shares 12,158 $554K 0.03% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,590 shares; 2025Q4: 18,364 shares 18,364 $549K 0.03% -226 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,413 shares; 2025Q1: 4,610 shares; 2025Q2: 5,334 shares; 2025Q3: 4,969 shares; 2025Q4: 4,970 shares 4,970 $548K 0.03% +1 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: 11,049 shares; 2024Q4: 11,701 shares; 2025Q1: 10,576 shares; 2025Q2: 9,991 shares; 2025Q3: 10,296 shares; 2025Q4: 10,249 shares 10,249 $547K 0.03% -47 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,671 shares; 2024Q4: 39,671 shares; 2025Q1: 39,671 shares; 2025Q2: 39,671 shares; 2025Q3: 39,571 shares; 2025Q4: 28,850 shares 28,850 $546K 0.03% -10,721 Timeline PICK 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: 41,889 shares; 2024Q4: 42,471 shares; 2025Q1: 42,471 shares; 2025Q2: 10,455 shares; 2025Q3: 10,455 shares; 2025Q4: 10,610 shares 10,610 $545K 0.03% +155 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 7,526 shares; 2025Q4: 11,829 shares 11,829 $544K 0.03% +4,303 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 10,152 shares; 2025Q1: 10,152 shares; 2025Q2: 10,152 shares; 2025Q3: 10,152 shares; 2025Q4: 10,152 shares 10,152 $537K 0.03% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,125 shares; 2025Q3: 7,821 shares; 2025Q4: 8,251 shares 8,251 $535K 0.03% +430 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 15,873 shares; 2025Q1: 15,891 shares; 2025Q2: 15,901 shares; 2025Q3: 15,921 shares; 2025Q4: 15,951 shares 15,951 $534K 0.03% +30 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: 4,765 shares; 2024Q4: 4,930 shares; 2025Q1: 4,829 shares; 2025Q2: 5,107 shares; 2025Q3: 5,429 shares; 2025Q4: 5,358 shares 5,358 $532K 0.03% -71 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,434 shares; 2024Q4: 47,969 shares; 2025Q1: 61,770 shares; 2025Q2: 63,170 shares; 2025Q3: 57,090 shares; 2025Q4: 56,873 shares 56,873 $529K 0.03% -217 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: 303 shares; 2024Q4: 332 shares; 2025Q1: 410 shares; 2025Q2: not reported; 2025Q3: 576 shares; 2025Q4: 685 shares 685 $529K 0.03% +109 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: 973 shares; 2024Q4: 970 shares; 2025Q1: 937 shares; 2025Q2: 920 shares; 2025Q3: 892 shares; 2025Q4: 920 shares 920 $525K 0.03% +28 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: 5,673 shares; 2024Q4: 6,143 shares; 2025Q1: 6,112 shares; 2025Q2: 7,149 shares; 2025Q3: 7,246 shares; 2025Q4: 7,345 shares 7,345 $524K 0.03% +99 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,133 shares; 2025Q2: 31,559 shares; 2025Q3: 27,809 shares; 2025Q4: 27,377 shares 27,377 $524K 0.03% -432 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,388 shares; 2024Q4: 11,397 shares; 2025Q1: 11,398 shares; 2025Q2: 11,402 shares; 2025Q3: 11,406 shares; 2025Q4: 11,410 shares 11,410 $524K 0.03% +4 Timeline USFR 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: 29,514 shares; 2024Q4: 21,587 shares; 2025Q1: 12,309 shares; 2025Q2: 18,838 shares; 2025Q3: 14,237 shares; 2025Q4: 10,383 shares 10,383 $522K 0.03% -3,854 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 4,879 shares; 2025Q1: 4,879 shares; 2025Q2: 4,879 shares; 2025Q3: 4,879 shares; 2025Q4: 4,879 shares 4,879 $521K 0.03% 0 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: 17,370 shares; 2024Q4: 16,968 shares; 2025Q1: 16,866 shares; 2025Q2: 16,574 shares; 2025Q3: 16,573 shares; 2025Q4: 16,532 shares 16,532 $516K 0.03% -41 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 6,818 shares; 2025Q1: 6,741 shares; 2025Q2: 6,598 shares; 2025Q3: 7,408 shares; 2025Q4: 7,642 shares 7,642 $514K 0.03% +234 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: 1,122 shares; 2024Q4: 1,244 shares; 2025Q1: 1,480 shares; 2025Q2: 1,214 shares; 2025Q3: 1,380 shares; 2025Q4: 3,160 shares 3,160 $512K 0.03% +1,780 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,305 shares; 2025Q3: 11,421 shares; 2025Q4: 11,827 shares 11,827 $512K 0.03% +406 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,447 shares; 2025Q1: 2,448 shares; 2025Q2: 2,449 shares; 2025Q3: 2,451 shares; 2025Q4: 2,427 shares 2,427 $508K 0.03% -24 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 6,452 shares; 2025Q1: 6,041 shares; 2025Q2: 6,510 shares; 2025Q3: 6,399 shares; 2025Q4: 6,310 shares 6,310 $507K 0.03% -89 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,843 shares; 2025Q1: 7,836 shares; 2025Q2: 7,862 shares; 2025Q3: 7,847 shares; 2025Q4: 6,108 shares 6,108 $507K 0.03% -1,739 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,128 shares; 2024Q4: 8,128 shares; 2025Q1: 8,128 shares; 2025Q2: 8,128 shares; 2025Q3: 10,117 shares; 2025Q4: 13,246 shares 13,246 $505K 0.03% +3,129 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,662 shares; 2025Q1: 1,629 shares; 2025Q2: 1,614 shares; 2025Q3: 1,530 shares; 2025Q4: 1,716 shares 1,716 $504K 0.03% +186 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,181 shares; 2025Q1: 1,170 shares; 2025Q2: 1,358 shares; 2025Q3: 1,219 shares; 2025Q4: 1,418 shares 1,418 $500K 0.03% +199 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: 3,494 shares; 2024Q4: 3,551 shares; 2025Q1: 3,803 shares; 2025Q2: 6,261 shares; 2025Q3: 6,466 shares; 2025Q4: 6,742 shares 6,742 $498K 0.03% +276 Timeline PINK 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: not reported; 2025Q4: 13,561 shares 13,561 $496K 0.03% new 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: 24,135 shares; 2024Q4: 22,436 shares; 2025Q1: 22,433 shares; 2025Q2: 21,934 shares; 2025Q3: 21,954 shares; 2025Q4: 16,489 shares 16,489 $493K 0.03% -5,465 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: 3,756 shares; 2024Q4: 3,975 shares; 2025Q1: 6,840 shares; 2025Q2: 7,272 shares; 2025Q3: 6,781 shares; 2025Q4: 5,760 shares 5,760 $493K 0.03% -1,021 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,005 shares; 2025Q1: 5,299 shares; 2025Q2: 4,891 shares; 2025Q3: 4,852 shares; 2025Q4: 5,036 shares 5,036 $492K 0.03% +184 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,501 shares; 2025Q2: 10,265 shares; 2025Q3: 5,740 shares; 2025Q4: 4,893 shares 4,893 $491K 0.03% -847 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,288 shares; 2025Q1: 2,280 shares; 2025Q2: 2,269 shares; 2025Q3: 2,287 shares; 2025Q4: 2,244 shares 2,244 $487K 0.03% -43 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: 411 shares; 2025Q4: 520 shares 520 $485K 0.03% +109 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 7,283 shares; 2025Q1: 7,115 shares; 2025Q2: 6,920 shares; 2025Q3: 6,331 shares; 2025Q4: 6,704 shares 6,704 $484K 0.03% +373 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,404 shares; 2025Q3: 4,086 shares; 2025Q4: 3,956 shares 3,956 $482K 0.03% -130 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 6,397 shares; 2025Q1: 4,610 shares; 2025Q2: 5,645 shares; 2025Q3: 6,774 shares; 2025Q4: 7,555 shares 7,555 $481K 0.03% +781 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: 4,218 shares; 2024Q4: 3,676 shares; 2025Q1: not reported; 2025Q2: 4,091 shares; 2025Q3: 4,373 shares; 2025Q4: 6,884 shares 6,884 $478K 0.03% +2,511 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: 2,227 shares; 2024Q4: 2,355 shares; 2025Q1: 1,862 shares; 2025Q2: 1,706 shares; 2025Q3: 1,980 shares; 2025Q4: 1,935 shares 1,935 $477K 0.03% -45 Timeline FUTY 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: 5,573 shares; 2024Q4: 5,263 shares; 2025Q1: not reported; 2025Q2: 8,824 shares; 2025Q3: 7,505 shares; 2025Q4: 8,581 shares 8,581 $474K 0.03% +1,076 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 23,763 shares 23,763 $474K 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 6,167 shares; 2025Q1: 5,887 shares; 2025Q2: 5,957 shares; 2025Q3: 4,622 shares; 2025Q4: 4,162 shares 4,162 $473K 0.03% -460 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 11,595 shares; 2025Q1: 11,595 shares; 2025Q2: 11,595 shares; 2025Q3: 11,595 shares; 2025Q4: 11,301 shares 11,301 $464K 0.03% -294 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: 1,870 shares; 2025Q3: 2,128 shares; 2025Q4: 1,684 shares 1,684 $464K 0.03% -444 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,157 shares; 2024Q4: 13,490 shares; 2025Q1: 13,029 shares; 2025Q2: 11,895 shares; 2025Q3: 12,861 shares; 2025Q4: 12,019 shares 12,019 $461K 0.03% -842 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: 5,643 shares; 2025Q2: 8,833 shares; 2025Q3: 8,857 shares; 2025Q4: 10,574 shares 10,574 $461K 0.03% +1,717 Timeline SPHD 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: 8,684 shares; 2024Q4: 7,822 shares; 2025Q1: 8,137 shares; 2025Q2: 9,370 shares; 2025Q3: 9,383 shares; 2025Q4: 9,601 shares 9,601 $461K 0.03% +218 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: 338 shares; 2024Q4: 314 shares; 2025Q1: 365 shares; 2025Q2: 384 shares; 2025Q3: 372 shares; 2025Q4: 3,001 shares 3,001 $460K 0.03% +2,629 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: 625 shares; 2024Q4: 627 shares; 2025Q1: 534 shares; 2025Q2: 522 shares; 2025Q3: 584 shares; 2025Q4: 564 shares 564 $456K 0.03% -20 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 201 shares; 2025Q1: 195 shares; 2025Q2: 219 shares; 2025Q3: 229 shares; 2025Q4: 226 shares 226 $455K 0.03% -3 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: 11,057 shares 11,057 $455K 0.03% new Timeline KNG 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: 10,405 shares; 2024Q4: 10,918 shares; 2025Q1: 11,056 shares; 2025Q2: 10,449 shares; 2025Q3: 10,593 shares; 2025Q4: 9,211 shares 9,211 $453K 0.03% -1,382 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,786 shares; 2024Q4: 45,465 shares; 2025Q1: 37,146 shares; 2025Q2: 33,211 shares; 2025Q3: 39,051 shares; 2025Q4: 34,493 shares 34,493 $453K 0.03% -4,558 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,261 shares; 2025Q1: 6,261 shares; 2025Q2: 4,262 shares; 2025Q3: 4,263 shares; 2025Q4: 8,527 shares 8,527 $450K 0.03% +4,264 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,111 shares; 2024Q4: 10,111 shares; 2025Q1: 10,111 shares; 2025Q2: 12,157 shares; 2025Q3: 12,389 shares; 2025Q4: 12,405 shares 12,405 $449K 0.03% +16 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 6,953 shares; 2025Q1: 6,965 shares; 2025Q2: 8,231 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares 8,819 $449K 0.03% 0 Timeline SLYG 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: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 4,898 shares; 2025Q2: 4,871 shares; 2025Q3: 4,860 shares; 2025Q4: 4,745 shares 4,745 $447K 0.03% -115 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 3,104 shares 3,104 $447K 0.03% +1,682 Timeline IPKW 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: 8,304 shares; 2024Q4: 8,304 shares; 2025Q1: 7,704 shares; 2025Q2: 8,028 shares; 2025Q3: 8,028 shares; 2025Q4: 8,028 shares 8,028 $446K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,921 shares; 2025Q4: 27,723 shares 27,723 $446K 0.03% +11,802 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: 717 shares; 2024Q4: 748 shares; 2025Q1: 719 shares; 2025Q2: 713 shares; 2025Q3: 883 shares; 2025Q4: 904 shares 904 $443K 0.03% +21 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: 1,657 shares; 2024Q4: 1,689 shares; 2025Q1: 1,711 shares; 2025Q2: 1,516 shares; 2025Q3: 1,537 shares; 2025Q4: 1,625 shares 1,625 $441K 0.03% +88 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,083 shares; 2025Q2: 5,532 shares; 2025Q3: 5,818 shares; 2025Q4: 5,753 shares 5,753 $438K 0.02% -65 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,779 shares; 2025Q1: 4,834 shares; 2025Q2: 4,908 shares; 2025Q3: 5,093 shares; 2025Q4: 5,218 shares 5,218 $438K 0.02% +125 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,760 shares; 2024Q4: 28,089 shares; 2025Q1: 28,767 shares; 2025Q2: 29,315 shares; 2025Q3: 29,851 shares; 2025Q4: 30,381 shares 30,381 $436K 0.02% +530 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,225 shares; 2025Q1: 2,134 shares; 2025Q2: 1,823 shares; 2025Q3: 2,052 shares; 2025Q4: 1,912 shares 1,912 $435K 0.02% -140 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,776 shares; 2025Q1: 6,559 shares; 2025Q2: 6,499 shares; 2025Q3: 5,910 shares; 2025Q4: 6,334 shares 6,334 $433K 0.02% +424 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,412 shares; 2025Q1: 6,539 shares; 2025Q2: 9,436 shares; 2025Q3: 9,449 shares; 2025Q4: 8,072 shares 8,072 $431K 0.02% -1,377 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,287 shares; 2025Q1: 2,446 shares; 2025Q2: 2,632 shares; 2025Q3: 2,911 shares; 2025Q4: 2,470 shares 2,470 $429K 0.02% -441 Timeline SMOT 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: 17,702 shares; 2024Q4: 17,727 shares; 2025Q1: 17,727 shares; 2025Q2: 14,489 shares; 2025Q3: 14,114 shares; 2025Q4: 11,771 shares 11,771 $426K 0.02% -2,343 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,024 shares; 2025Q4: 4,252 shares 4,252 $425K 0.02% +1,228 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 754 shares; 2025Q2: 792 shares; 2025Q3: 1,141 shares; 2025Q4: 1,257 shares 1,257 $425K 0.02% +116 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares; 2025Q4: 2,607 shares 2,607 $424K 0.02% +564 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 11,460 shares; 2025Q1: 10,860 shares; 2025Q2: 8,095 shares; 2025Q3: 7,920 shares; 2025Q4: 8,372 shares 8,372 $421K 0.02% +452 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,888 shares; 2025Q1: 2,275 shares; 2025Q2: 2,462 shares; 2025Q3: 2,782 shares; 2025Q4: 3,075 shares 3,075 $418K 0.02% +293 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: 6,426 shares; 2024Q4: 6,427 shares; 2025Q1: 6,364 shares; 2025Q2: 6,365 shares; 2025Q3: 6,365 shares; 2025Q4: 6,366 shares 6,366 $417K 0.02% +1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,991 shares; 2025Q3: 6,559 shares; 2025Q4: 7,611 shares 7,611 $416K 0.02% +1,052 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,605 shares; 2025Q1: 2,606 shares; 2025Q2: 2,607 shares; 2025Q3: 2,701 shares; 2025Q4: 2,781 shares 2,781 $414K 0.02% +80 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: 2,786 shares; 2024Q4: 2,797 shares; 2025Q1: 3,009 shares; 2025Q2: 2,986 shares; 2025Q3: 3,057 shares; 2025Q4: 3,173 shares 3,173 $409K 0.02% +116 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares 29,000 $409K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,762 shares; 2025Q1: 1,841 shares; 2025Q2: 1,586 shares; 2025Q3: 1,668 shares; 2025Q4: 1,914 shares 1,914 $409K 0.02% +246 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,318 shares; 2025Q1: 3,614 shares; 2025Q2: 3,903 shares; 2025Q3: 3,023 shares; 2025Q4: 2,958 shares 2,958 $408K 0.02% -65 Timeline SHM 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: 12,142 shares; 2024Q4: 12,142 shares; 2025Q1: 10,962 shares; 2025Q2: 9,092 shares; 2025Q3: 8,465 shares; 2025Q4: 8,465 shares 8,465 $406K 0.02% 0 Timeline MOO 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: 5,568 shares; 2024Q4: 5,568 shares; 2025Q1: 5,568 shares; 2025Q2: 5,568 shares; 2025Q3: 5,568 shares; 2025Q4: 5,568 shares 5,568 $405K 0.02% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 4,011 shares 4,011 $404K 0.02% +1,486 Timeline