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: 159,736 shares; 2024Q4: 165,245 shares; 2025Q1: 167,345 shares; 2025Q2: 174,226 shares; 2025Q3: 179,714 shares; 2025Q4: 192,796 shares 192,796 $94.1M 3.47% +13,082 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: 289,985 shares; 2024Q4: 320,022 shares; 2025Q1: 311,989 shares; 2025Q2: 325,725 shares; 2025Q3: 329,165 shares; 2025Q4: 351,076 shares 351,076 $67.1M 2.47% +21,911 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: 1,131,884 shares; 2024Q4: 1,203,522 shares; 2025Q1: 1,184,828 shares; 2025Q2: 1,104,693 shares; 2025Q3: 1,072,409 shares; 2025Q4: 1,049,797 shares 1,049,797 $65.6M 2.42% -22,612 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: 658,428 shares; 2024Q4: 687,728 shares; 2025Q1: 713,233 shares; 2025Q2: 732,123 shares; 2025Q3: 729,330 shares; 2025Q4: 723,987 shares 723,987 $58.8M 2.17% -5,343 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: 279,489 shares; 2024Q4: 314,030 shares; 2025Q1: 290,250 shares; 2025Q2: 296,672 shares; 2025Q3: 363,192 shares; 2025Q4: 557,665 shares 557,665 $51M 1.88% +194,473 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,947 shares; 2024Q4: 213,909 shares; 2025Q1: 201,896 shares; 2025Q2: 177,873 shares; 2025Q3: 181,625 shares; 2025Q4: 183,044 shares 183,044 $49.8M 1.83% +1,419 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS 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: 853,203 shares; 2025Q3: 1,034,703 shares; 2025Q4: 1,347,271 shares 1,347,271 $49.2M 1.81% +312,568 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: 165,700 shares; 2024Q4: 175,635 shares; 2025Q1: 202,002 shares; 2025Q2: 232,778 shares; 2025Q3: 237,372 shares; 2025Q4: 240,285 shares 240,285 $44.8M 1.65% +2,913 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041,021 shares; 2025Q3: 1,236,155 shares; 2025Q4: 1,375,888 shares 1,375,888 $41.7M 1.54% +139,733 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 417 shares; 2025Q1: 735 shares; 2025Q2: 738 shares; 2025Q3: 200,767 shares; 2025Q4: 268,028 shares 268,028 $38.8M 1.43% +67,261 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: 73,284 shares; 2024Q4: 73,571 shares; 2025Q1: 77,530 shares; 2025Q2: 78,333 shares; 2025Q3: 77,516 shares; 2025Q4: 81,124 shares 81,124 $36.5M 1.34% +3,608 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: 54,278 shares; 2024Q4: 58,639 shares; 2025Q1: 61,855 shares; 2025Q2: 64,821 shares; 2025Q3: 66,661 shares; 2025Q4: 69,203 shares 69,203 $33.5M 1.23% +2,542 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: 108,581 shares; 2024Q4: 107,243 shares; 2025Q1: 106,192 shares; 2025Q2: 100,834 shares; 2025Q3: 104,019 shares; 2025Q4: 106,643 shares 106,643 $33.4M 1.23% +2,624 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: 315,694 shares; 2024Q4: 329,479 shares; 2025Q1: 362,016 shares; 2025Q2: 383,065 shares; 2025Q3: 395,574 shares; 2025Q4: 429,503 shares 429,503 $32.7M 1.21% +33,929 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,753 shares; 2025Q2: 138,110 shares; 2025Q3: 207,235 shares; 2025Q4: 427,697 shares 427,697 $32.3M 1.19% +220,462 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: 80,459 shares; 2024Q4: 84,316 shares; 2025Q1: 87,202 shares; 2025Q2: 94,345 shares; 2025Q3: 93,221 shares; 2025Q4: 93,097 shares 93,097 $32.2M 1.19% -124 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: 67,180 shares; 2024Q4: 69,511 shares; 2025Q1: 72,433 shares; 2025Q2: 86,795 shares; 2025Q3: 94,785 shares; 2025Q4: 95,759 shares 95,759 $32.1M 1.18% +974 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,878 shares; 2024Q4: 105,462 shares; 2025Q1: 121,158 shares; 2025Q2: 116,685 shares; 2025Q3: 119,367 shares; 2025Q4: 138,496 shares 138,496 $32M 1.18% +19,129 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,522 shares; 2024Q4: 260,683 shares; 2025Q1: 437,187 shares; 2025Q2: 403,836 shares; 2025Q3: 489,331 shares; 2025Q4: 497,102 shares 497,102 $29.9M 1.1% +7,771 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: 43,220 shares; 2024Q4: 56,540 shares; 2025Q1: 50,011 shares; 2025Q2: 48,592 shares; 2025Q3: 48,384 shares; 2025Q4: 47,525 shares 47,525 $29.8M 1.1% -859 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: 124,688 shares; 2024Q4: 114,159 shares; 2025Q1: 116,244 shares; 2025Q2: 107,971 shares; 2025Q3: 118,664 shares; 2025Q4: 125,345 shares 125,345 $27.5M 1.02% +6,681 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: 215,846 shares; 2024Q4: 279,260 shares; 2025Q1: 337,421 shares; 2025Q2: 332,107 shares; 2025Q3: 354,912 shares; 2025Q4: 347,340 shares 347,340 $27.4M 1.01% -7,572 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: 462,020 shares; 2024Q4: 499,693 shares; 2025Q1: 563,146 shares; 2025Q2: 696,150 shares; 2025Q3: 733,602 shares; 2025Q4: 690,258 shares 690,258 $27.3M 1.01% -43,344 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: 247,197 shares; 2024Q4: 224,342 shares; 2025Q1: 178,637 shares; 2025Q2: 180,274 shares; 2025Q3: 167,391 shares; 2025Q4: 134,772 shares 134,772 $24M 0.88% -32,619 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: 451,210 shares; 2024Q4: 471,321 shares; 2025Q1: 466,495 shares; 2025Q2: 431,929 shares; 2025Q3: 424,354 shares; 2025Q4: 424,542 shares 424,542 $22.8M 0.84% +188 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: 20,361 shares; 2024Q4: 23,397 shares; 2025Q1: 26,675 shares; 2025Q2: 28,286 shares; 2025Q3: 32,859 shares; 2025Q4: 31,949 shares 31,949 $21.9M 0.81% -910 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: 258,883 shares; 2024Q4: 250,642 shares; 2025Q1: 239,138 shares; 2025Q2: 241,092 shares; 2025Q3: 234,925 shares; 2025Q4: 238,835 shares 238,835 $19M 0.7% +3,910 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,881 shares; 2024Q4: 362,740 shares; 2025Q1: 369,124 shares; 2025Q2: 373,805 shares; 2025Q3: 376,164 shares; 2025Q4: 392,419 shares 392,419 $19M 0.7% +16,255 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: 179,671 shares; 2024Q4: 184,254 shares; 2025Q1: 200,510 shares; 2025Q2: 238,943 shares; 2025Q3: 254,232 shares; 2025Q4: 272,573 shares 272,573 $18.9M 0.7% +18,341 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: 24,938 shares; 2024Q4: 236,509 shares; 2025Q1: 322,146 shares; 2025Q2: 382,889 shares; 2025Q3: 430,337 shares; 2025Q4: 465,364 shares 465,364 $18.7M 0.69% +35,027 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: 11,441 shares; 2024Q4: 15,576 shares; 2025Q1: 27,023 shares; 2025Q2: 22,236 shares; 2025Q3: 20,475 shares; 2025Q4: 27,086 shares 27,086 $18.5M 0.68% +6,611 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: 135,355 shares; 2024Q4: 138,124 shares; 2025Q1: 143,687 shares; 2025Q2: 154,058 shares; 2025Q3: 155,279 shares; 2025Q4: 156,019 shares 156,019 $17.9M 0.66% +740 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: 7,954 shares; 2024Q4: 9,321 shares; 2025Q1: 8,549 shares; 2025Q2: 26,364 shares; 2025Q3: 25,593 shares; 2025Q4: 26,875 shares 26,875 $16.5M 0.61% +1,282 Timeline DFIC 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: 137,076 shares; 2024Q4: 184,356 shares; 2025Q1: 345,956 shares; 2025Q2: 389,663 shares; 2025Q3: 435,390 shares; 2025Q4: 478,570 shares 478,570 $16.5M 0.61% +43,180 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: 114,657 shares; 2024Q4: 114,950 shares; 2025Q1: 116,849 shares; 2025Q2: 126,678 shares; 2025Q3: 127,432 shares; 2025Q4: 129,050 shares 129,050 $16.1M 0.59% +1,618 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: 522 shares; 2024Q4: 7,456 shares; 2025Q1: 12,241 shares; 2025Q2: 11,674 shares; 2025Q3: 16,060 shares; 2025Q4: 14,992 shares 14,992 $16M 0.59% -1,068 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 277,499 shares; 2025Q1: 402,935 shares; 2025Q2: 476,785 shares; 2025Q3: 511,251 shares; 2025Q4: 541,588 shares 541,588 $16M 0.59% +30,337 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: 54,989 shares; 2024Q4: 56,581 shares; 2025Q1: 48,189 shares; 2025Q2: 49,411 shares; 2025Q3: 49,683 shares; 2025Q4: 50,651 shares 50,651 $15.9M 0.59% +968 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: 15,652 shares; 2024Q4: 16,360 shares; 2025Q1: 17,938 shares; 2025Q2: 20,466 shares; 2025Q3: 21,603 shares; 2025Q4: 23,637 shares 23,637 $15.6M 0.58% +2,034 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: 64,501 shares; 2024Q4: 65,034 shares; 2025Q1: 66,070 shares; 2025Q2: 66,761 shares; 2025Q3: 68,082 shares; 2025Q4: 67,817 shares 67,817 $15.4M 0.57% -265 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,571 shares; 2024Q4: 65,546 shares; 2025Q1: 71,945 shares; 2025Q2: 78,802 shares; 2025Q3: 155,587 shares; 2025Q4: 186,126 shares 186,126 $15.3M 0.56% +30,539 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: 57,210 shares; 2024Q4: 57,463 shares; 2025Q1: 56,198 shares; 2025Q2: 57,743 shares; 2025Q3: 56,791 shares; 2025Q4: 57,614 shares 57,614 $14.9M 0.55% +823 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: not reported; 2024Q4: not reported; 2025Q1: 245,892 shares; 2025Q2: 294,821 shares; 2025Q3: 289,474 shares; 2025Q4: 289,817 shares 289,817 $14.9M 0.55% +343 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: 21,908 shares; 2024Q4: 21,491 shares; 2025Q1: 128,286 shares; 2025Q2: 140,807 shares; 2025Q3: 150,663 shares; 2025Q4: 153,377 shares 153,377 $14.7M 0.54% +2,714 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: 49,408 shares; 2024Q4: 49,386 shares; 2025Q1: 52,967 shares; 2025Q2: 54,787 shares; 2025Q3: 54,749 shares; 2025Q4: 57,175 shares 57,175 $14.7M 0.54% +2,426 Timeline BSVO 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: 564,255 shares; 2024Q4: 577,643 shares; 2025Q1: 599,119 shares; 2025Q2: 609,278 shares; 2025Q3: 617,070 shares; 2025Q4: 622,811 shares 622,811 $14.5M 0.53% +5,741 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,495 shares; 2024Q4: 322,434 shares; 2025Q1: 405,631 shares; 2025Q2: 424,878 shares; 2025Q3: 444,303 shares; 2025Q4: 621,845 shares 621,845 $14.1M 0.52% +177,542 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,910 shares; 2024Q4: 86,583 shares; 2025Q1: 111,168 shares; 2025Q2: 103,674 shares; 2025Q3: 256,620 shares; 2025Q4: 316,246 shares 316,246 $14M 0.52% +59,626 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,318 shares; 2024Q4: 175,459 shares; 2025Q1: 174,847 shares; 2025Q2: 175,449 shares; 2025Q3: 205,215 shares; 2025Q4: 228,090 shares 228,090 $13.7M 0.5% +22,875 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: 101,174 shares; 2024Q4: 115,149 shares; 2025Q1: 102,620 shares; 2025Q2: 112,156 shares; 2025Q3: 114,940 shares; 2025Q4: 127,147 shares 127,147 $13.6M 0.5% +12,207 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: 155,346 shares; 2024Q4: 164,758 shares; 2025Q1: 207,756 shares; 2025Q2: 247,893 shares; 2025Q3: 271,962 shares; 2025Q4: 299,777 shares 299,777 $13.3M 0.49% +27,815 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,685 shares; 2024Q4: 740,355 shares; 2025Q1: 787,432 shares; 2025Q2: 851,892 shares; 2025Q3: 742,860 shares; 2025Q4: 455,163 shares 455,163 $13.3M 0.49% -287,697 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: 98,342 shares; 2024Q4: 98,038 shares; 2025Q1: 97,564 shares; 2025Q2: 100,391 shares; 2025Q3: 101,291 shares; 2025Q4: 103,193 shares 103,193 $13.2M 0.48% +1,902 Timeline DCOR 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: 107,910 shares; 2024Q4: 123,453 shares; 2025Q1: 139,625 shares; 2025Q2: 132,141 shares; 2025Q3: 160,285 shares; 2025Q4: 168,430 shares 168,430 $12.4M 0.46% +8,145 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: 19,868 shares; 2024Q4: 20,269 shares; 2025Q1: 13,894 shares; 2025Q2: 20,252 shares; 2025Q3: 23,497 shares; 2025Q4: 23,272 shares 23,272 $11.7M 0.43% -225 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,875 shares; 2024Q4: 32,765 shares; 2025Q1: 32,706 shares; 2025Q2: 33,691 shares; 2025Q3: 34,223 shares; 2025Q4: 35,641 shares 35,641 $11.5M 0.42% +1,418 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,091 shares; 2024Q4: 113,680 shares; 2025Q1: 118,638 shares; 2025Q2: 115,149 shares; 2025Q3: 110,290 shares; 2025Q4: 112,863 shares 112,863 $10.7M 0.4% +2,573 Timeline DUHP 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: 148,852 shares; 2024Q4: 175,791 shares; 2025Q1: 195,428 shares; 2025Q2: 237,070 shares; 2025Q3: 241,529 shares; 2025Q4: 269,673 shares 269,673 $10.3M 0.38% +28,144 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: 15,731 shares; 2024Q4: 21,485 shares; 2025Q1: 27,479 shares; 2025Q2: 45,269 shares; 2025Q3: 60,985 shares; 2025Q4: 67,977 shares 67,977 $10.2M 0.38% +6,992 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: 69,807 shares; 2024Q4: 73,288 shares; 2025Q1: 75,023 shares; 2025Q2: 76,579 shares; 2025Q3: 83,176 shares; 2025Q4: 90,883 shares 90,883 $10.1M 0.37% +7,707 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 291,830 shares; 2025Q2: 297,019 shares; 2025Q3: 337,882 shares; 2025Q4: 363,866 shares 363,866 $10M 0.37% +25,984 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 1,407 shares; 2025Q1: 2,515 shares; 2025Q2: 89,986 shares; 2025Q3: 90,656 shares; 2025Q4: 88,314 shares 88,314 $9.99M 0.37% -2,342 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: 29,316 shares; 2024Q4: 29,923 shares; 2025Q1: 29,236 shares; 2025Q2: 25,737 shares; 2025Q3: 25,691 shares; 2025Q4: 28,704 shares 28,704 $9.88M 0.36% +3,013 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,414 shares; 2024Q4: 220,970 shares; 2025Q1: 215,072 shares; 2025Q2: 220,359 shares; 2025Q3: 227,371 shares; 2025Q4: 228,348 shares 228,348 $9.81M 0.36% +977 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,760 shares; 2025Q1: 2,785 shares; 2025Q2: 2,883 shares; 2025Q3: 2,888 shares; 2025Q4: 2,791 shares 2,791 $9.46M 0.35% -97 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,667 shares; 2024Q4: 236,561 shares; 2025Q1: 222,233 shares; 2025Q2: 219,277 shares; 2025Q3: 196,547 shares; 2025Q4: 200,060 shares 200,060 $9.42M 0.35% +3,513 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,463 shares; 2024Q4: 135,270 shares; 2025Q1: 118,791 shares; 2025Q2: 116,406 shares; 2025Q3: 115,628 shares; 2025Q4: 118,357 shares 118,357 $9.22M 0.34% +2,729 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: 64,952 shares; 2024Q4: 78,482 shares; 2025Q1: 167,213 shares; 2025Q2: 280,615 shares; 2025Q3: 344,006 shares; 2025Q4: 343,780 shares 343,780 $9.17M 0.34% -226 Timeline VGSH 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: 65,621 shares; 2024Q4: 120,256 shares; 2025Q1: 121,493 shares; 2025Q2: 152,978 shares; 2025Q3: 130,419 shares; 2025Q4: 154,223 shares 154,223 $9.06M 0.33% +23,804 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: 109,258 shares; 2024Q4: 120,930 shares; 2025Q1: 185,345 shares; 2025Q2: 177,380 shares; 2025Q3: 154,044 shares; 2025Q4: 157,373 shares 157,373 $9.01M 0.33% +3,329 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 21,574 shares; 2025Q1: 72,747 shares; 2025Q2: 89,190 shares; 2025Q3: 107,159 shares; 2025Q4: 117,073 shares 117,073 $8.67M 0.32% +9,914 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: 52,769 shares; 2024Q4: 52,578 shares; 2025Q1: 53,488 shares; 2025Q2: 54,392 shares; 2025Q3: 54,759 shares; 2025Q4: 56,001 shares 56,001 $8.63M 0.32% +1,242 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,781 shares; 2024Q4: 125,781 shares; 2025Q1: 125,781 shares; 2025Q2: 173,672 shares; 2025Q3: 170,685 shares; 2025Q4: 180,368 shares 180,368 $8.4M 0.31% +9,683 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,831 shares; 2024Q4: 27,656 shares; 2025Q1: 33,454 shares; 2025Q2: 155,266 shares; 2025Q3: 194,371 shares; 2025Q4: 172,957 shares 172,957 $8.29M 0.31% -21,414 Timeline BLV 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: 104,796 shares; 2024Q4: 113,517 shares; 2025Q1: 114,832 shares; 2025Q2: 113,983 shares; 2025Q3: 113,449 shares; 2025Q4: 117,916 shares 117,916 $8.2M 0.3% +4,467 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,564 shares; 2024Q4: 22,716 shares; 2025Q1: 32,088 shares; 2025Q2: 32,691 shares; 2025Q3: 35,336 shares; 2025Q4: 52,606 shares 52,606 $7.99M 0.29% +17,270 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,917 shares; 2024Q4: 873,513 shares; 2025Q1: 1,001,543 shares; 2025Q2: 1,016,015 shares; 2025Q3: 1,059,166 shares; 2025Q4: 1,065,739 shares 1,065,739 $7.99M 0.29% +6,573 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: 3,795 shares; 2024Q4: 4,043 shares; 2025Q1: 5,042 shares; 2025Q2: 6,120 shares; 2025Q3: 6,396 shares; 2025Q4: 7,129 shares 7,129 $7.66M 0.28% +733 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 1,867 shares; 2025Q4: 208,720 shares 208,720 $7.63M 0.28% +206,853 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 16,685 shares; 2025Q1: 17,364 shares; 2025Q2: 16,350 shares; 2025Q3: 16,441 shares; 2025Q4: 16,287 shares 16,287 $7.63M 0.28% -154 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,032 shares; 2024Q4: 69,254 shares; 2025Q1: 68,011 shares; 2025Q2: 67,640 shares; 2025Q3: 67,453 shares; 2025Q4: 67,669 shares 67,669 $6.96M 0.26% +216 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: 24,185 shares; 2024Q4: 27,222 shares; 2025Q1: 47,773 shares; 2025Q2: 47,934 shares; 2025Q3: 47,703 shares; 2025Q4: 47,895 shares 47,895 $6.87M 0.25% +192 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: 88,696 shares; 2024Q4: 94,073 shares; 2025Q1: 93,024 shares; 2025Q2: 91,007 shares; 2025Q3: 90,591 shares; 2025Q4: 89,403 shares 89,403 $6.63M 0.24% -1,188 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: 23,472 shares; 2024Q4: 31,401 shares; 2025Q1: 35,708 shares; 2025Q2: 39,735 shares; 2025Q3: 43,626 shares; 2025Q4: 45,773 shares 45,773 $6.46M 0.24% +2,147 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: 29,471 shares; 2024Q4: 29,063 shares; 2025Q1: 30,547 shares; 2025Q2: 22,068 shares; 2025Q3: 19,132 shares; 2025Q4: 19,555 shares 19,555 $6.4M 0.24% +423 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,622 shares; 2024Q4: 38,931 shares; 2025Q1: 40,581 shares; 2025Q2: 42,630 shares; 2025Q3: 43,467 shares; 2025Q4: 44,267 shares 44,267 $6.38M 0.24% +800 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: 15,300 shares; 2024Q4: 18,014 shares; 2025Q1: 18,746 shares; 2025Q2: 18,762 shares; 2025Q3: 17,992 shares; 2025Q4: 17,720 shares 17,720 $6.21M 0.23% -272 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: 67,246 shares; 2024Q4: 67,141 shares; 2025Q1: 65,400 shares; 2025Q2: 45,199 shares; 2025Q3: 38,240 shares; 2025Q4: 39,539 shares 39,539 $6.03M 0.22% +1,299 Timeline PSH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,681 shares; 2025Q4: 119,412 shares 119,412 $6.01M 0.22% +2,731 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,439 shares; 2024Q4: 158,304 shares; 2025Q1: 167,032 shares; 2025Q2: 161,430 shares; 2025Q3: 154,168 shares; 2025Q4: 164,212 shares 164,212 $5.99M 0.22% +10,044 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: 30,606 shares; 2024Q4: 31,721 shares; 2025Q1: 36,183 shares; 2025Q2: 39,206 shares; 2025Q3: 38,714 shares; 2025Q4: 49,527 shares 49,527 $5.96M 0.22% +10,813 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,213 shares; 2024Q4: 103,583 shares; 2025Q1: 103,563 shares; 2025Q2: 118,048 shares; 2025Q3: 119,802 shares; 2025Q4: 118,026 shares 118,026 $5.89M 0.22% -1,776 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: 4,380 shares; 2024Q4: 4,445 shares; 2025Q1: 5,110 shares; 2025Q2: 5,365 shares; 2025Q3: 6,170 shares; 2025Q4: 62,036 shares 62,036 $5.82M 0.21% +55,866 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 13,548 shares; 2025Q1: 34,704 shares; 2025Q2: 45,461 shares; 2025Q3: 50,650 shares; 2025Q4: 52,718 shares 52,718 $5.81M 0.21% +2,068 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,844 shares; 2024Q4: 18,471 shares; 2025Q1: 21,973 shares; 2025Q2: 26,483 shares; 2025Q3: 25,751 shares; 2025Q4: 24,113 shares 24,113 $5.64M 0.21% -1,638 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,928 shares; 2025Q4: 44,423 shares 44,423 $5.62M 0.21% -505 Timeline FLOT 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: 75,611 shares; 2024Q4: 83,819 shares; 2025Q1: 98,481 shares; 2025Q2: 105,321 shares; 2025Q3: 106,893 shares; 2025Q4: 109,715 shares 109,715 $5.58M 0.21% +2,822 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,103 shares; 2024Q4: 36,529 shares; 2025Q1: 42,571 shares; 2025Q2: 118,775 shares; 2025Q3: 143,140 shares; 2025Q4: 127,787 shares 127,787 $5.44M 0.2% -15,353 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: 21,844 shares; 2024Q4: 36,651 shares; 2025Q1: 46,851 shares; 2025Q2: 84,373 shares; 2025Q3: 91,076 shares; 2025Q4: 101,688 shares 101,688 $5.11M 0.19% +10,612 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: 133,868 shares; 2024Q4: 219,989 shares; 2025Q1: 251,150 shares; 2025Q2: 133,300 shares; 2025Q3: 130,946 shares; 2025Q4: 54,492 shares 54,492 $4.98M 0.18% -76,454 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: 8,627 shares; 2024Q4: 15,039 shares; 2025Q1: 16,017 shares; 2025Q2: 15,378 shares; 2025Q3: 47,734 shares; 2025Q4: 55,686 shares 55,686 $4.98M 0.18% +7,952 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 139 shares; 2025Q1: 155 shares; 2025Q2: 32,676 shares; 2025Q3: 49,264 shares; 2025Q4: 54,345 shares 54,345 $4.98M 0.18% +5,081 Timeline DFGR 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: 19,439 shares; 2024Q4: 57,981 shares; 2025Q1: 196,234 shares; 2025Q2: 190,522 shares; 2025Q3: 204,646 shares; 2025Q4: 186,954 shares 186,954 $4.94M 0.18% -17,692 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: 11,275 shares; 2024Q4: 22,870 shares; 2025Q1: 23,793 shares; 2025Q2: 26,003 shares; 2025Q3: 25,248 shares; 2025Q4: 26,357 shares 26,357 $4.86M 0.18% +1,109 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,870 shares; 2024Q4: 44,408 shares; 2025Q1: 46,001 shares; 2025Q2: 50,298 shares; 2025Q3: 51,432 shares; 2025Q4: 51,428 shares 51,428 $4.83M 0.18% -4 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 31,694 shares; 2025Q1: 133,000 shares; 2025Q2: 135,374 shares; 2025Q3: 142,009 shares; 2025Q4: 148,091 shares 148,091 $4.82M 0.18% +6,082 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: 58,688 shares; 2024Q4: 58,052 shares; 2025Q1: 65,902 shares; 2025Q2: 86,284 shares; 2025Q3: 100,697 shares; 2025Q4: 109,566 shares 109,566 $4.78M 0.18% +8,869 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 4,748 shares; 2025Q2: 10,604 shares; 2025Q3: 11,596 shares; 2025Q4: 66,187 shares 66,187 $4.6M 0.17% +54,591 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: 15,660 shares; 2024Q4: 15,336 shares; 2025Q1: 15,205 shares; 2025Q2: 14,215 shares; 2025Q3: 12,936 shares; 2025Q4: 10,940 shares 10,940 $4.52M 0.17% -1,996 Timeline DFAX 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: 80,171 shares; 2024Q4: 143,303 shares; 2025Q1: 139,223 shares; 2025Q2: 130,350 shares; 2025Q3: 136,213 shares; 2025Q4: 135,538 shares 135,538 $4.44M 0.16% -675 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,337 shares; 2024Q4: 38,858 shares; 2025Q1: 37,133 shares; 2025Q2: 36,923 shares; 2025Q3: 36,664 shares; 2025Q4: 31,365 shares 31,365 $4.43M 0.16% -5,299 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: 4,832 shares; 2024Q4: 4,951 shares; 2025Q1: 4,731 shares; 2025Q2: 4,895 shares; 2025Q3: 4,905 shares; 2025Q4: 4,936 shares 4,936 $4.34M 0.16% +31 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: 25,869 shares; 2024Q4: 25,515 shares; 2025Q1: 26,039 shares; 2025Q2: 25,830 shares; 2025Q3: 25,257 shares; 2025Q4: 23,404 shares 23,404 $4.15M 0.15% -1,853 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: 28,275 shares; 2024Q4: 35,433 shares; 2025Q1: 32,681 shares; 2025Q2: 30,656 shares; 2025Q3: 33,850 shares; 2025Q4: 63,728 shares 63,728 $4.11M 0.15% +29,878 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: 9,969 shares; 2024Q4: 10,726 shares; 2025Q1: 6,051 shares; 2025Q2: 5,682 shares; 2025Q3: 5,311 shares; 2025Q4: 4,724 shares 4,724 $4.07M 0.15% -587 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: 8,721 shares; 2024Q4: 9,782 shares; 2025Q1: 9,201 shares; 2025Q2: 10,187 shares; 2025Q3: 9,877 shares; 2025Q4: 10,184 shares 10,184 $4.04M 0.15% +307 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: 19,236 shares; 2024Q4: 27,664 shares; 2025Q1: 30,636 shares; 2025Q2: 57,320 shares; 2025Q3: 55,399 shares; 2025Q4: 53,350 shares 53,350 $4.02M 0.15% -2,049 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,543 shares; 2024Q4: 88,750 shares; 2025Q1: 85,048 shares; 2025Q2: 83,634 shares; 2025Q3: 86,727 shares; 2025Q4: 87,608 shares 87,608 $3.95M 0.15% +881 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: 524 shares; 2024Q4: 1,057 shares; 2025Q1: 667 shares; 2025Q2: 11,083 shares; 2025Q3: 16,148 shares; 2025Q4: 10,502 shares 10,502 $3.92M 0.14% -5,646 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 53,608 shares; 2025Q2: 82,024 shares; 2025Q3: 98,432 shares; 2025Q4: 97,832 shares 97,832 $3.85M 0.14% -600 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.14% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,651 shares; 2024Q4: 7,782 shares; 2025Q1: 8,310 shares; 2025Q2: 8,479 shares; 2025Q3: 8,387 shares; 2025Q4: 8,098 shares 8,098 $3.77M 0.14% -289 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: 58,672 shares; 2024Q4: 71,649 shares; 2025Q1: 80,788 shares; 2025Q2: 89,836 shares; 2025Q3: 56,066 shares; 2025Q4: 53,754 shares 53,754 $3.75M 0.14% -2,312 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,835 shares; 2024Q4: 78,008 shares; 2025Q1: 80,905 shares; 2025Q2: 87,873 shares; 2025Q3: 87,149 shares; 2025Q4: 82,305 shares 82,305 $3.65M 0.13% -4,844 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: 40,061 shares; 2024Q4: 45,163 shares; 2025Q1: 47,943 shares; 2025Q2: 52,445 shares; 2025Q3: 53,779 shares; 2025Q4: 50,130 shares 50,130 $3.58M 0.13% -3,649 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: 5,228 shares; 2024Q4: 6,836 shares; 2025Q1: 6,673 shares; 2025Q2: 7,072 shares; 2025Q3: 6,515 shares; 2025Q4: 6,264 shares 6,264 $3.58M 0.13% -251 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: 59,897 shares; 2024Q4: 126,153 shares; 2025Q1: 121,345 shares; 2025Q2: 134,251 shares; 2025Q3: 156,667 shares; 2025Q4: 129,852 shares 129,852 $3.56M 0.13% -26,815 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: 8,449 shares; 2024Q4: 9,462 shares; 2025Q1: 7,966 shares; 2025Q2: 11,445 shares; 2025Q3: 11,377 shares; 2025Q4: 11,649 shares 11,649 $3.54M 0.13% +272 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: 2,320 shares; 2024Q4: 22,398 shares; 2025Q1: 27,909 shares; 2025Q2: 30,644 shares; 2025Q3: 35,422 shares; 2025Q4: 41,150 shares 41,150 $3.53M 0.13% +5,728 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: 3,573 shares; 2024Q4: 8,410 shares; 2025Q1: 10,103 shares; 2025Q2: 9,612 shares; 2025Q3: 11,439 shares; 2025Q4: 24,428 shares 24,428 $3.52M 0.13% +12,989 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: 69 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 28,718 shares 28,718 $3.5M 0.13% +28,712 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,126 shares; 2024Q4: 65,397 shares; 2025Q1: 62,430 shares; 2025Q2: 69,149 shares; 2025Q3: 78,275 shares; 2025Q4: 83,316 shares 83,316 $3.45M 0.13% +5,041 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: 13,902 shares; 2024Q4: 16,958 shares; 2025Q1: 13,502 shares; 2025Q2: 14,063 shares; 2025Q3: 15,366 shares; 2025Q4: 16,254 shares 16,254 $3.44M 0.13% +888 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,125 shares; 2025Q3: 5,743 shares; 2025Q4: 104,061 shares 104,061 $3.42M 0.13% +98,318 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,736 shares; 2024Q4: 55,128 shares; 2025Q1: 55,021 shares; 2025Q2: 68,843 shares; 2025Q3: 68,799 shares; 2025Q4: 56,820 shares 56,820 $3.38M 0.12% -11,979 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,250 shares; 2024Q4: 35,762 shares; 2025Q1: 85,894 shares; 2025Q2: 92,491 shares; 2025Q3: 98,150 shares; 2025Q4: 74,764 shares 74,764 $3.33M 0.12% -23,386 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: 682 shares; 2024Q4: 436 shares; 2025Q1: 1,327 shares; 2025Q2: 2,584 shares; 2025Q3: 3,168 shares; 2025Q4: 26,199 shares 26,199 $3.3M 0.12% +23,031 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,254 shares; 2025Q1: 4,231 shares; 2025Q2: 954 shares; 2025Q3: 19,592 shares; 2025Q4: 79,142 shares 79,142 $3.27M 0.12% +59,550 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: 36,879 shares; 2024Q4: 38,223 shares; 2025Q1: 34,960 shares; 2025Q2: 36,672 shares; 2025Q3: 48,143 shares; 2025Q4: 49,528 shares 49,528 $3.27M 0.12% +1,385 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 6,867 shares; 2025Q1: 9,153 shares; 2025Q2: 8,932 shares; 2025Q3: 10,326 shares; 2025Q4: 41,929 shares 41,929 $3.23M 0.12% +31,603 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,714 shares; 2024Q4: 196,084 shares; 2025Q1: 185,346 shares; 2025Q2: 172,745 shares; 2025Q3: 158,289 shares; 2025Q4: 100,475 shares 100,475 $3.23M 0.12% -57,814 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: 17,867 shares; 2024Q4: 19,109 shares; 2025Q1: 26,803 shares; 2025Q2: 25,661 shares; 2025Q3: 28,372 shares; 2025Q4: 26,037 shares 26,037 $3.21M 0.12% -2,335 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: 14,301 shares; 2024Q4: 14,727 shares; 2025Q1: 17,582 shares; 2025Q2: 14,758 shares; 2025Q3: 15,535 shares; 2025Q4: 16,459 shares 16,459 $3.21M 0.12% +924 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: 26 shares; 2024Q4: 31 shares; 2025Q1: 56 shares; 2025Q2: 68 shares; 2025Q3: 97 shares; 2025Q4: 11,159 shares 11,159 $3.21M 0.12% +11,062 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 4,472 shares; 2025Q1: 5,786 shares; 2025Q2: 9,469 shares; 2025Q3: 11,222 shares; 2025Q4: 14,264 shares 14,264 $3.13M 0.12% +3,042 Timeline DFGX 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: 18,361 shares; 2024Q4: 21,038 shares; 2025Q1: 26,263 shares; 2025Q2: 28,773 shares; 2025Q3: 52,082 shares; 2025Q4: 59,381 shares 59,381 $3.13M 0.12% +7,299 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: 19,121 shares; 2024Q4: 17,783 shares; 2025Q1: 19,646 shares; 2025Q2: 14,700 shares; 2025Q3: 15,098 shares; 2025Q4: 15,075 shares 15,075 $3.12M 0.11% -23 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,325 shares; 2025Q1: 39,790 shares; 2025Q2: 52,664 shares; 2025Q3: 70,452 shares; 2025Q4: 88,260 shares 88,260 $3.11M 0.11% +17,808 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 16,239 shares; 2025Q1: 21,531 shares; 2025Q2: 24,839 shares; 2025Q3: 52,434 shares; 2025Q4: 62,525 shares 62,525 $3.1M 0.11% +10,091 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: 9,270 shares; 2024Q4: 12,365 shares; 2025Q1: 18,920 shares; 2025Q2: 29,808 shares; 2025Q3: 45,734 shares; 2025Q4: 45,727 shares 45,727 $3.07M 0.11% -7 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,803 shares; 2025Q1: 32,292 shares; 2025Q2: 34,708 shares; 2025Q3: 34,570 shares; 2025Q4: 34,342 shares 34,342 $3.07M 0.11% -228 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 172 shares; 2025Q1: 84,880 shares; 2025Q2: 92,943 shares; 2025Q3: 97,434 shares; 2025Q4: 57,465 shares 57,465 $3.01M 0.11% -39,969 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,809 shares; 2024Q4: 70,940 shares; 2025Q1: 79,131 shares; 2025Q2: 70,918 shares; 2025Q3: 79,571 shares; 2025Q4: 89,550 shares 89,550 $2.96M 0.11% +9,979 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: 6,010 shares; 2024Q4: 7,908 shares; 2025Q1: 9,932 shares; 2025Q2: 8,765 shares; 2025Q3: 8,863 shares; 2025Q4: 9,416 shares 9,416 $2.9M 0.11% +553 Timeline PSLV 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: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 44,176 shares; 2025Q3: 76,090 shares; 2025Q4: 121,643 shares 121,643 $2.88M 0.11% +45,553 Timeline TBG 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: 9,402 shares; 2024Q4: 11,459 shares; 2025Q1: 22,995 shares; 2025Q2: 38,076 shares; 2025Q3: 64,542 shares; 2025Q4: 84,844 shares 84,844 $2.83M 0.1% +20,302 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: 26,918 shares; 2024Q4: 27,468 shares; 2025Q1: 31,443 shares; 2025Q2: 34,043 shares; 2025Q3: 34,827 shares; 2025Q4: 32,404 shares 32,404 $2.83M 0.1% -2,423 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,009 shares; 2024Q4: 47,398 shares; 2025Q1: 47,706 shares; 2025Q2: 47,807 shares; 2025Q3: 46,873 shares; 2025Q4: 44,169 shares 44,169 $2.8M 0.1% -2,704 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: 6,195 shares; 2024Q4: 4,252 shares; 2025Q1: 5,818 shares; 2025Q2: 6,239 shares; 2025Q3: 8,630 shares; 2025Q4: 9,627 shares 9,627 $2.75M 0.1% +997 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: 9,699 shares; 2024Q4: 10,818 shares; 2025Q1: 11,555 shares; 2025Q2: 10,582 shares; 2025Q3: 10,637 shares; 2025Q4: 12,010 shares 12,010 $2.74M 0.1% +1,373 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,926 shares; 2024Q4: 115,740 shares; 2025Q1: 85,162 shares; 2025Q2: 81,818 shares; 2025Q3: 73,157 shares; 2025Q4: 59,969 shares 59,969 $2.73M 0.1% -13,188 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: 11,895 shares; 2024Q4: 13,160 shares; 2025Q1: 14,717 shares; 2025Q2: 15,235 shares; 2025Q3: 15,002 shares; 2025Q4: 14,840 shares 14,840 $2.63M 0.1% -162 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: 3,836 shares; 2024Q4: 4,294 shares; 2025Q1: 4,644 shares; 2025Q2: 3,470 shares; 2025Q3: 3,413 shares; 2025Q4: 4,507 shares 4,507 $2.58M 0.1% +1,094 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: 20,717 shares; 2024Q4: 21,572 shares; 2025Q1: 23,513 shares; 2025Q2: 23,336 shares; 2025Q3: 22,578 shares; 2025Q4: 26,777 shares 26,777 $2.5M 0.09% +4,199 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: 28,805 shares; 2024Q4: 13,637 shares; 2025Q1: 14,076 shares; 2025Q2: 16,796 shares; 2025Q3: 20,918 shares; 2025Q4: 23,202 shares 23,202 $2.44M 0.09% +2,284 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: 6,356 shares; 2024Q4: 7,428 shares; 2025Q1: 8,510 shares; 2025Q2: 8,778 shares; 2025Q3: 9,387 shares; 2025Q4: 9,193 shares 9,193 $2.44M 0.09% -194 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: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,520 shares; 2025Q2: 1,761 shares; 2025Q3: 19,969 shares; 2025Q4: 25,259 shares 25,259 $2.43M 0.09% +5,290 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,629 shares 48,629 $2.42M 0.09% new 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: 11,542 shares; 2024Q4: 12,995 shares; 2025Q1: 12,635 shares; 2025Q2: 12,786 shares; 2025Q3: 13,046 shares; 2025Q4: 13,117 shares 13,117 $2.41M 0.09% +71 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: 50,291 shares; 2024Q4: 50,538 shares; 2025Q1: 36,059 shares; 2025Q2: 43,202 shares; 2025Q3: 42,160 shares; 2025Q4: 43,512 shares 43,512 $2.39M 0.09% +1,352 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: 8,559 shares; 2024Q4: 8,149 shares; 2025Q1: 9,630 shares; 2025Q2: 9,973 shares; 2025Q3: 9,915 shares; 2025Q4: 10,962 shares 10,962 $2.35M 0.09% +1,047 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,620 shares; 2024Q4: 37,623 shares; 2025Q1: 37,076 shares; 2025Q2: 41,167 shares; 2025Q3: 43,773 shares; 2025Q4: 45,222 shares 45,222 $2.34M 0.09% +1,449 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,062 shares; 2024Q4: 10,134 shares; 2025Q1: 10,102 shares; 2025Q2: 10,230 shares; 2025Q3: 10,227 shares; 2025Q4: 9,887 shares 9,887 $2.32M 0.09% -340 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,248 shares; 2025Q1: 2,609 shares; 2025Q2: 4,841 shares; 2025Q3: 5,544 shares; 2025Q4: 7,273 shares 7,273 $2.27M 0.08% +1,729 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: 15,657 shares; 2024Q4: 15,956 shares; 2025Q1: 13,993 shares; 2025Q2: 2,789 shares; 2025Q3: 3,522 shares; 2025Q4: 4,790 shares 4,790 $2.27M 0.08% +1,268 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,042 shares; 2024Q4: 38,808 shares; 2025Q1: 41,944 shares; 2025Q2: 45,034 shares; 2025Q3: 43,647 shares; 2025Q4: 42,353 shares 42,353 $2.21M 0.08% -1,294 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: 3,164 shares; 2024Q4: 3,566 shares; 2025Q1: 4,171 shares; 2025Q2: 4,858 shares; 2025Q3: 4,706 shares; 2025Q4: 5,924 shares 5,924 $2.19M 0.08% +1,218 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 4,542 shares; 2025Q1: 8,780 shares; 2025Q2: 30,403 shares; 2025Q3: 41,259 shares; 2025Q4: 75,227 shares 75,227 $2.18M 0.08% +33,968 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: 13,564 shares; 2024Q4: 16,427 shares; 2025Q1: 21,885 shares; 2025Q2: 27,739 shares; 2025Q3: 28,054 shares; 2025Q4: 28,323 shares 28,323 $2.18M 0.08% +269 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 472 shares; 2025Q1: 663 shares; 2025Q2: 3,550 shares; 2025Q3: 3,838 shares; 2025Q4: 4,881 shares 4,881 $2.17M 0.08% +1,043 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: 7,971 shares; 2024Q4: 7,794 shares; 2025Q1: 12,476 shares; 2025Q2: 15,224 shares; 2025Q3: 13,143 shares; 2025Q4: 10,924 shares 10,924 $2.17M 0.08% -2,219 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 80,289 shares; 2025Q4: 73,252 shares 73,252 $2.17M 0.08% -7,037 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,417 shares; 2025Q1: 4,028 shares; 2025Q2: 4,146 shares; 2025Q3: 5,673 shares; 2025Q4: 6,090 shares 6,090 $2.15M 0.08% +417 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,044 shares; 2024Q4: 23,939 shares; 2025Q1: 22,042 shares; 2025Q2: 30,954 shares; 2025Q3: 49,173 shares; 2025Q4: 61,516 shares 61,516 $2.13M 0.08% +12,343 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: 20,371 shares; 2024Q4: 20,582 shares; 2025Q1: 15,018 shares; 2025Q2: 2,935 shares; 2025Q3: 6,584 shares; 2025Q4: 10,097 shares 10,097 $2.12M 0.08% +3,513 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,726 shares; 2024Q4: 25,316 shares; 2025Q1: 30,040 shares; 2025Q2: 30,821 shares; 2025Q3: 39,111 shares; 2025Q4: 38,931 shares 38,931 $2.11M 0.08% -180 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: 19,610 shares; 2024Q4: 20,369 shares; 2025Q1: 8,754 shares; 2025Q2: 10,516 shares; 2025Q3: 10,324 shares; 2025Q4: 13,686 shares 13,686 $2.1M 0.08% +3,362 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,026 shares; 2024Q4: 29,467 shares; 2025Q1: 34,783 shares; 2025Q2: 30,850 shares; 2025Q3: 27,935 shares; 2025Q4: 28,546 shares 28,546 $2.07M 0.08% +611 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: 5,334 shares; 2024Q4: 4,884 shares; 2025Q1: 5,531 shares; 2025Q2: 6,238 shares; 2025Q3: 8,401 shares; 2025Q4: 10,817 shares 10,817 $2.07M 0.08% +2,416 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: 1,286 shares; 2024Q4: 2,031 shares; 2025Q1: 2,629 shares; 2025Q2: 2,880 shares; 2025Q3: 3,022 shares; 2025Q4: 3,148 shares 3,148 $2.06M 0.08% +126 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,666 shares; 2024Q4: 93,918 shares; 2025Q1: 103,625 shares; 2025Q2: 161,725 shares; 2025Q3: 178,362 shares; 2025Q4: 63,897 shares 63,897 $2.02M 0.07% -114,465 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 21,060 shares 21,060 $2.01M 0.07% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 1,510 shares; 2025Q2: 4,627 shares; 2025Q3: 36,755 shares; 2025Q4: 37,999 shares 37,999 $1.94M 0.07% +1,244 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: 31,130 shares; 2024Q4: 33,915 shares; 2025Q1: 34,415 shares; 2025Q2: 36,865 shares; 2025Q3: 37,175 shares; 2025Q4: 56,435 shares 56,435 $1.93M 0.07% +19,260 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: 61,567 shares; 2024Q4: 61,721 shares; 2025Q1: 67,585 shares; 2025Q2: 24,273 shares; 2025Q3: 21,580 shares; 2025Q4: 20,590 shares 20,590 $1.93M 0.07% -990 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: 1,131 shares; 2024Q4: 892 shares; 2025Q1: 1,086 shares; 2025Q2: 1,257 shares; 2025Q3: 1,390 shares; 2025Q4: 1,586 shares 1,586 $1.93M 0.07% +196 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,261 shares; 2024Q4: 41,465 shares; 2025Q1: 41,312 shares; 2025Q2: 61,716 shares; 2025Q3: 58,661 shares; 2025Q4: 72,098 shares 72,098 $1.9M 0.07% +13,437 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: 1,863 shares; 2024Q4: 2,007 shares; 2025Q1: 2,035 shares; 2025Q2: 2,401 shares; 2025Q3: 2,247 shares; 2025Q4: 2,281 shares 2,281 $1.87M 0.07% +34 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: 11,427 shares; 2024Q4: 11,427 shares; 2025Q1: 9,727 shares; 2025Q2: 25,730 shares; 2025Q3: 39,609 shares; 2025Q4: 56,518 shares 56,518 $1.87M 0.07% +16,909 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,996 shares; 2024Q4: 15,033 shares; 2025Q1: 16,162 shares; 2025Q2: 16,473 shares; 2025Q3: 18,602 shares; 2025Q4: 23,156 shares 23,156 $1.86M 0.07% +4,554 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: 9,023 shares; 2024Q4: 9,454 shares; 2025Q1: 6,303 shares; 2025Q2: 8,787 shares; 2025Q3: 11,070 shares; 2025Q4: 12,817 shares 12,817 $1.84M 0.07% +1,747 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 476 shares; 2025Q1: 9,846 shares; 2025Q2: 19,045 shares; 2025Q3: 75,131 shares; 2025Q4: 56,102 shares 56,102 $1.83M 0.07% -19,029 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: 13,769 shares; 2024Q4: 20,376 shares; 2025Q1: 18,511 shares; 2025Q2: 18,148 shares; 2025Q3: 15,217 shares; 2025Q4: 17,132 shares 17,132 $1.83M 0.07% +1,915 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: 15,479 shares; 2024Q4: 16,156 shares; 2025Q1: 26,133 shares; 2025Q2: 26,033 shares; 2025Q3: 26,099 shares; 2025Q4: 26,095 shares 26,095 $1.82M 0.07% -4 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: 3,278 shares; 2024Q4: 3,445 shares; 2025Q1: 4,119 shares; 2025Q2: 4,273 shares; 2025Q3: 4,511 shares; 2025Q4: 4,265 shares 4,265 $1.82M 0.07% -246 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: 25,923 shares; 2024Q4: 20,500 shares; 2025Q1: 12,864 shares; 2025Q2: 14,930 shares; 2025Q3: 15,197 shares; 2025Q4: 14,420 shares 14,420 $1.81M 0.07% -777 Timeline UPRO 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: 10,404 shares; 2025Q1: 23,804 shares; 2025Q2: 9,325 shares; 2025Q3: 22,613 shares; 2025Q4: 15,586 shares 15,586 $1.8M 0.07% -7,027 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 3,606 shares; 2025Q1: 3,889 shares; 2025Q2: 5,790 shares; 2025Q3: 6,430 shares; 2025Q4: 5,430 shares 5,430 $1.79M 0.07% -1,000 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,618 shares; 2025Q1: 7,759 shares; 2025Q2: 7,722 shares; 2025Q3: 7,717 shares; 2025Q4: 7,845 shares 7,845 $1.79M 0.07% +128 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 38,211 shares; 2025Q1: 29,201 shares; 2025Q2: 27,801 shares; 2025Q3: 74,491 shares; 2025Q4: 66,135 shares 66,135 $1.78M 0.07% -8,356 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,562 shares; 2024Q4: 91,086 shares; 2025Q1: 93,644 shares; 2025Q2: 97,200 shares; 2025Q3: 72,942 shares; 2025Q4: 58,829 shares 58,829 $1.78M 0.07% -14,113 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 6,751 shares; 2025Q1: 4,354 shares; 2025Q2: 8,189 shares; 2025Q3: 8,284 shares; 2025Q4: 74,262 shares 74,262 $1.77M 0.07% +65,978 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: 7,022 shares; 2024Q4: 7,507 shares; 2025Q1: 10,011 shares; 2025Q2: 9,273 shares; 2025Q3: 8,640 shares; 2025Q4: 10,309 shares 10,309 $1.76M 0.06% +1,669 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: not reported; 2024Q4: not reported; 2025Q1: 20,799 shares; 2025Q2: 21,126 shares; 2025Q3: 17,738 shares; 2025Q4: 17,738 shares 17,738 $1.76M 0.06% 0 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: 23,402 shares; 2024Q4: 32,342 shares; 2025Q1: 33,258 shares; 2025Q2: 31,891 shares; 2025Q3: 32,054 shares; 2025Q4: 31,905 shares 31,905 $1.75M 0.06% -149 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 34 shares; 2025Q2: 14 shares; 2025Q3: 281 shares; 2025Q4: 7,037 shares 7,037 $1.75M 0.06% +6,756 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: 1,575 shares; 2024Q4: 2,078 shares; 2025Q1: 2,739 shares; 2025Q2: 5,644 shares; 2025Q3: 6,206 shares; 2025Q4: 7,193 shares 7,193 $1.74M 0.06% +987 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,294 shares; 2024Q4: 103,256 shares; 2025Q1: 89,028 shares; 2025Q2: 76,688 shares; 2025Q3: 51,201 shares; 2025Q4: 45,026 shares 45,026 $1.73M 0.06% -6,175 Timeline MICROSECTORS GOLD MINERS 3X… MICROSECTORS GOLD MINERS 3X LEVER… More: the full row for MICROSECTORS GOLD MINERS 3X LEVERAGED ETN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,916 shares; 2025Q1: 12,730 shares; 2025Q2: 13,625 shares; 2025Q3: 4,060 shares; 2025Q4: 7,109 shares 7,109 $1.73M 0.06% +3,049 BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 193 shares; 2025Q1: 508 shares; 2025Q2: 21,183 shares; 2025Q3: 25,414 shares; 2025Q4: 23,125 shares 23,125 $1.72M 0.06% -2,289 Timeline SPYD 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: 350 shares; 2024Q4: 31,460 shares; 2025Q1: 42,181 shares; 2025Q2: 37,736 shares; 2025Q3: 40,160 shares; 2025Q4: 39,502 shares 39,502 $1.71M 0.06% -658 Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,654 shares 51,654 $1.68M 0.06% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,968 shares; 2025Q1: 4,409 shares; 2025Q2: 9,739 shares; 2025Q3: 10,668 shares; 2025Q4: 12,716 shares 12,716 $1.67M 0.06% +2,048 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,024 shares; 2024Q4: 30,270 shares; 2025Q1: 33,659 shares; 2025Q2: 33,582 shares; 2025Q3: 47,068 shares; 2025Q4: 47,974 shares 47,974 $1.66M 0.06% +906 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: 22,704 shares; 2024Q4: 23,017 shares; 2025Q1: 12,737 shares; 2025Q2: 16,551 shares; 2025Q3: 16,877 shares; 2025Q4: 16,492 shares 16,492 $1.65M 0.06% -385 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,735 shares; 2025Q1: 45,061 shares; 2025Q2: 36,187 shares; 2025Q3: 44,920 shares; 2025Q4: 45,854 shares 45,854 $1.65M 0.06% +934 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: 8,036 shares; 2024Q4: 8,091 shares; 2025Q1: 15,642 shares; 2025Q2: 15,774 shares; 2025Q3: 13,563 shares; 2025Q4: 16,390 shares 16,390 $1.65M 0.06% +2,827 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,643 shares; 2024Q4: 21,339 shares; 2025Q1: 33,955 shares; 2025Q2: 29,974 shares; 2025Q3: 30,350 shares; 2025Q4: 26,919 shares 26,919 $1.64M 0.06% -3,431 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: 1,009 shares; 2024Q4: 1,048 shares; 2025Q1: 1,132 shares; 2025Q2: 1,410 shares; 2025Q3: 1,492 shares; 2025Q4: 10,609 shares 10,609 $1.63M 0.06% +9,117 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: 7,853 shares; 2024Q4: 11,556 shares; 2025Q1: 16,701 shares; 2025Q2: 30,390 shares; 2025Q3: 44,090 shares; 2025Q4: 44,023 shares 44,023 $1.62M 0.06% -67 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 41,261 shares; 2025Q3: 40,557 shares; 2025Q4: 42,743 shares 42,743 $1.62M 0.06% +2,186 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,009 shares; 2025Q1: 14,624 shares; 2025Q2: 8,957 shares; 2025Q3: 13,035 shares; 2025Q4: 15,728 shares 15,728 $1.6M 0.06% +2,693 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: 3,115 shares; 2024Q4: 2,300 shares; 2025Q1: 2,529 shares; 2025Q2: 2,613 shares; 2025Q3: 2,301 shares; 2025Q4: 3,303 shares 3,303 $1.6M 0.06% +1,002 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: 4,328 shares; 2024Q4: 9,514 shares; 2025Q1: 28,021 shares; 2025Q2: 40,004 shares; 2025Q3: 56,424 shares; 2025Q4: 69,264 shares 69,264 $1.6M 0.06% +12,840 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,607 shares; 2024Q4: 21,621 shares; 2025Q1: 21,639 shares; 2025Q2: 21,330 shares; 2025Q3: 21,351 shares; 2025Q4: 38,473 shares 38,473 $1.59M 0.06% +17,122 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,562 shares; 2025Q1: 42,005 shares; 2025Q2: 53,602 shares; 2025Q3: 54,893 shares; 2025Q4: 41,209 shares 41,209 $1.58M 0.06% -13,684 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: 6,589 shares; 2024Q4: 7,604 shares; 2025Q1: 7,139 shares; 2025Q2: 7,431 shares; 2025Q3: 9,063 shares; 2025Q4: 28,857 shares 28,857 $1.56M 0.06% +19,794 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,030 shares; 2025Q1: 9,761 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 7,027 shares 7,027 $1.55M 0.06% +3,995 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,243 shares; 2025Q1: 3,785 shares; 2025Q2: 3,924 shares; 2025Q3: 4,522 shares; 2025Q4: 4,476 shares 4,476 $1.54M 0.06% -46 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: 3,507 shares; 2024Q4: 3,885 shares; 2025Q1: 4,184 shares; 2025Q2: 6,705 shares; 2025Q3: 11,695 shares; 2025Q4: 15,467 shares 15,467 $1.53M 0.06% +3,772 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: 2,049 shares; 2024Q4: 1,845 shares; 2025Q1: 2,464 shares; 2025Q2: 5,835 shares; 2025Q3: 6,923 shares; 2025Q4: 7,350 shares 7,350 $1.53M 0.06% +427 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: 2,506 shares; 2024Q4: 2,351 shares; 2025Q1: 2,744 shares; 2025Q2: 4,130 shares; 2025Q3: 4,069 shares; 2025Q4: 4,382 shares 4,382 $1.53M 0.06% +313 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: 7,152 shares; 2024Q4: 5,358 shares; 2025Q1: 8,787 shares; 2025Q2: 12,005 shares; 2025Q3: 12,280 shares; 2025Q4: 13,127 shares 13,127 $1.53M 0.06% +847 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: 28,449 shares; 2024Q4: 15,974 shares; 2025Q1: 12,780 shares; 2025Q2: 12,439 shares; 2025Q3: 11,528 shares; 2025Q4: 10,960 shares 10,960 $1.53M 0.06% -568 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: 7,187 shares; 2024Q4: 7,033 shares; 2025Q1: 8,746 shares; 2025Q2: 11,681 shares; 2025Q3: 9,783 shares; 2025Q4: 9,455 shares 9,455 $1.52M 0.06% -328 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: 299 shares; 2024Q4: 4,231 shares; 2025Q1: 5,916 shares; 2025Q2: 8,450 shares; 2025Q3: 10,153 shares; 2025Q4: 8,757 shares 8,757 $1.5M 0.06% -1,396 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: 2,554 shares; 2024Q4: 2,679 shares; 2025Q1: 2,904 shares; 2025Q2: 3,586 shares; 2025Q3: 4,036 shares; 2025Q4: 4,445 shares 4,445 $1.5M 0.06% +409 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: 2,664 shares; 2024Q4: 3,536 shares; 2025Q1: 4,642 shares; 2025Q2: 4,304 shares; 2025Q3: 4,495 shares; 2025Q4: 5,050 shares 5,050 $1.5M 0.06% +555 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: 14,807 shares; 2024Q4: 15,582 shares; 2025Q1: 18,420 shares; 2025Q2: 12,263 shares; 2025Q3: 12,787 shares; 2025Q4: 10,430 shares 10,430 $1.49M 0.06% -2,357 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: 12,509 shares; 2024Q4: 6,875 shares; 2025Q1: 2,422 shares; 2025Q2: 2,870 shares; 2025Q3: 4,229 shares; 2025Q4: 5,152 shares 5,152 $1.49M 0.05% +923 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: 7,253 shares; 2024Q4: 7,798 shares; 2025Q1: 7,977 shares; 2025Q2: 8,378 shares; 2025Q3: 8,391 shares; 2025Q4: 9,113 shares 9,113 $1.48M 0.05% +722 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,172 shares; 2025Q1: 18,008 shares; 2025Q2: 18,176 shares; 2025Q3: 19,120 shares; 2025Q4: 29,527 shares 29,527 $1.47M 0.05% +10,407 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,507 shares; 2025Q1: 2,549 shares; 2025Q2: 5,264 shares; 2025Q3: 4,854 shares; 2025Q4: 3,292 shares 3,292 $1.47M 0.05% -1,562 BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: 12,894 shares; 2025Q2: 17,415 shares; 2025Q3: 17,457 shares; 2025Q4: 52,889 shares 52,889 $1.47M 0.05% +35,432 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 49,805 shares; 2025Q1: 2,674 shares; 2025Q2: 8,936 shares; 2025Q3: 13,322 shares; 2025Q4: 16,720 shares 16,720 $1.46M 0.05% +3,398 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: 5,229 shares; 2024Q4: 5,594 shares; 2025Q1: 12,742 shares; 2025Q2: 10,473 shares; 2025Q3: 6,422 shares; 2025Q4: 9,392 shares 9,392 $1.45M 0.05% +2,970 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: 1,260 shares; 2024Q4: 1,585 shares; 2025Q1: 2,482 shares; 2025Q2: 7,259 shares; 2025Q3: 15,072 shares; 2025Q4: 35,227 shares 35,227 $1.45M 0.05% +20,155 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: 11,317 shares; 2024Q4: 13,825 shares; 2025Q1: 9,464 shares; 2025Q2: 7,062 shares; 2025Q3: 11,704 shares; 2025Q4: 12,032 shares 12,032 $1.45M 0.05% +328 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,034 shares; 2025Q1: 12,187 shares; 2025Q2: 36,000 shares; 2025Q3: 23,001 shares; 2025Q4: 26,017 shares 26,017 $1.44M 0.05% +3,016 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: 3,428 shares; 2024Q4: 3,890 shares; 2025Q1: 6,429 shares; 2025Q2: 8,475 shares; 2025Q3: 8,892 shares; 2025Q4: 10,668 shares 10,668 $1.44M 0.05% +1,776 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: 4 shares; 2024Q4: 81 shares; 2025Q1: 101 shares; 2025Q2: 921 shares; 2025Q3: 1,140 shares; 2025Q4: 1,544 shares 1,544 $1.44M 0.05% +404 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: 5,186 shares; 2024Q4: 4,565 shares; 2025Q1: 6,898 shares; 2025Q2: 15,432 shares; 2025Q3: 18,003 shares; 2025Q4: 17,616 shares 17,616 $1.43M 0.05% -387 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,906 shares; 2024Q4: 51,549 shares; 2025Q1: 33,849 shares; 2025Q2: 35,164 shares; 2025Q3: 50,807 shares; 2025Q4: 57,704 shares 57,704 $1.41M 0.05% +6,897 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,442 shares; 2024Q4: 59,666 shares; 2025Q1: 41,806 shares; 2025Q2: 45,554 shares; 2025Q3: 46,347 shares; 2025Q4: 35,552 shares 35,552 $1.4M 0.05% -10,795 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 8,145 shares; 2025Q1: 14,144 shares; 2025Q2: 13,995 shares; 2025Q3: 15,179 shares; 2025Q4: 18,214 shares 18,214 $1.4M 0.05% +3,035 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: 3,201 shares; 2024Q4: 3,305 shares; 2025Q1: 6,688 shares; 2025Q2: 6,626 shares; 2025Q3: 6,479 shares; 2025Q4: 6,569 shares 6,569 $1.39M 0.05% +90 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,821 shares; 2025Q1: 6,001 shares; 2025Q2: 4,537 shares; 2025Q3: 4,433 shares; 2025Q4: 4,512 shares 4,512 $1.38M 0.05% +79 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: 111 shares; 2024Q4: 135 shares; 2025Q1: 162 shares; 2025Q2: 210 shares; 2025Q3: 245 shares; 2025Q4: 253 shares 253 $1.36M 0.05% +8 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: 4,112 shares; 2024Q4: 4,017 shares; 2025Q1: 5,005 shares; 2025Q2: 5,667 shares; 2025Q3: 5,759 shares; 2025Q4: 5,768 shares 5,768 $1.33M 0.05% +9 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,039 shares; 2024Q4: 36,612 shares; 2025Q1: 37,839 shares; 2025Q2: 50,689 shares; 2025Q3: 48,370 shares; 2025Q4: 47,196 shares 47,196 $1.33M 0.05% -1,174 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 1,275 shares; 2025Q1: 1,842 shares; 2025Q2: 10,877 shares; 2025Q3: 12,622 shares; 2025Q4: 13,261 shares 13,261 $1.31M 0.05% +639 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,104 shares; 2024Q4: 25,622 shares; 2025Q1: 21,921 shares; 2025Q2: 21,799 shares; 2025Q3: 13,641 shares; 2025Q4: 15,589 shares 15,589 $1.31M 0.05% +1,948 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,812 shares; 2025Q2: 43,255 shares; 2025Q3: 48,237 shares; 2025Q4: 48,301 shares 48,301 $1.3M 0.05% +64 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,830 shares; 2024Q4: 32,263 shares; 2025Q1: 30,973 shares; 2025Q2: 30,422 shares; 2025Q3: 29,049 shares; 2025Q4: 33,292 shares 33,292 $1.28M 0.05% +4,243 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 272 shares; 2025Q1: 630 shares; 2025Q2: 2,934 shares; 2025Q3: 4,001 shares; 2025Q4: 4,533 shares 4,533 $1.28M 0.05% +532 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 5,298 shares; 2025Q1: 633 shares; 2025Q2: 9,978 shares; 2025Q3: 59,363 shares; 2025Q4: 45,013 shares 45,013 $1.28M 0.05% -14,350 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: 511 shares; 2024Q4: 508 shares; 2025Q1: 573 shares; 2025Q2: 12,451 shares; 2025Q3: 11,044 shares; 2025Q4: 14,009 shares 14,009 $1.28M 0.05% +2,965 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: 15,828 shares; 2024Q4: 16,318 shares; 2025Q1: 16,108 shares; 2025Q2: 13,030 shares; 2025Q3: 16,255 shares; 2025Q4: 16,011 shares 16,011 $1.27M 0.05% -244 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: 6,086 shares; 2024Q4: 6,296 shares; 2025Q1: 6,894 shares; 2025Q2: 8,305 shares; 2025Q3: 7,888 shares; 2025Q4: 7,772 shares 7,772 $1.27M 0.05% -116 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,061 shares; 2025Q1: 5,407 shares; 2025Q2: 6,384 shares; 2025Q3: 5,825 shares; 2025Q4: 5,948 shares 5,948 $1.26M 0.05% +123 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 50,881 shares; 2025Q4: 47,798 shares 47,798 $1.25M 0.05% -3,083 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: 560 shares; 2024Q4: 789 shares; 2025Q1: 974 shares; 2025Q2: 1,840 shares; 2025Q3: 2,179 shares; 2025Q4: 7,689 shares 7,689 $1.25M 0.05% +5,510 Timeline FLEE 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: 22,948 shares; 2024Q4: 46,058 shares; 2025Q1: 50,269 shares; 2025Q2: 54,664 shares; 2025Q3: 50,057 shares; 2025Q4: 33,839 shares 33,839 $1.24M 0.05% -16,218 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 195 shares; 2025Q2: 38,866 shares; 2025Q3: 42,720 shares; 2025Q4: 20,767 shares 20,767 $1.24M 0.05% -21,953 Timeline SCHP 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: 13,097 shares; 2024Q4: 22,160 shares; 2025Q1: 20,848 shares; 2025Q2: 19,181 shares; 2025Q3: 49,877 shares; 2025Q4: 46,597 shares 46,597 $1.23M 0.05% -3,280 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: 3,484 shares; 2024Q4: 1,541 shares; 2025Q1: 2,918 shares; 2025Q2: 8,522 shares; 2025Q3: 10,343 shares; 2025Q4: 12,297 shares 12,297 $1.23M 0.05% +1,954 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,419 shares; 2025Q1: 3,214 shares; 2025Q2: 5,177 shares; 2025Q3: 6,163 shares; 2025Q4: 7,105 shares 7,105 $1.22M 0.05% +942 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: 6,975 shares; 2024Q4: 7,971 shares; 2025Q1: 11,805 shares; 2025Q2: 11,575 shares; 2025Q3: 50,535 shares; 2025Q4: 75,820 shares 75,820 $1.22M 0.04% +25,285 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: 4,695 shares; 2024Q4: 4,934 shares; 2025Q1: 5,460 shares; 2025Q2: 6,858 shares; 2025Q3: 8,088 shares; 2025Q4: 9,439 shares 9,439 $1.22M 0.04% +1,351 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,279 shares; 2024Q4: 18,683 shares; 2025Q1: 23,859 shares; 2025Q2: 35,715 shares; 2025Q3: 20,800 shares; 2025Q4: 11,727 shares 11,727 $1.2M 0.04% -9,073 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: 6,660 shares; 2024Q4: 6,398 shares; 2025Q1: 6,760 shares; 2025Q2: 6,748 shares; 2025Q3: 8,045 shares; 2025Q4: 8,003 shares 8,003 $1.19M 0.04% -42 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,957 shares; 2024Q4: 40,088 shares; 2025Q1: 78,366 shares; 2025Q2: 60,757 shares; 2025Q3: 27,628 shares; 2025Q4: 25,474 shares 25,474 $1.19M 0.04% -2,154 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 966 shares; 2025Q1: 2,460 shares; 2025Q2: 7,328 shares; 2025Q3: 10,475 shares; 2025Q4: 19,502 shares 19,502 $1.17M 0.04% +9,027 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 5,042 shares; 2025Q1: 5,735 shares; 2025Q2: 5,883 shares; 2025Q3: 6,020 shares; 2025Q4: 6,264 shares 6,264 $1.16M 0.04% +244 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,581 shares; 2024Q4: 41,605 shares; 2025Q1: 41,034 shares; 2025Q2: 37,311 shares; 2025Q3: 30,757 shares; 2025Q4: 29,742 shares 29,742 $1.16M 0.04% -1,015 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,091 shares; 2025Q1: 3,749 shares; 2025Q2: 3,934 shares; 2025Q3: 3,770 shares; 2025Q4: 5,273 shares 5,273 $1.16M 0.04% +1,503 Timeline CEF 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: 30,416 shares; 2024Q4: 30,416 shares; 2025Q1: 30,416 shares; 2025Q2: 30,416 shares; 2025Q3: 30,416 shares; 2025Q4: 25,274 shares 25,274 $1.16M 0.04% -5,142 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: 1,139 shares; 2024Q4: 4,430 shares; 2025Q1: 4,264 shares; 2025Q2: 4,210 shares; 2025Q3: 4,366 shares; 2025Q4: 3,987 shares 3,987 $1.16M 0.04% -379 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,134 shares; 2024Q4: 28,260 shares; 2025Q1: 30,620 shares; 2025Q2: 30,357 shares; 2025Q3: 28,442 shares; 2025Q4: 28,010 shares 28,010 $1.15M 0.04% -432 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 2,440 shares; 2025Q1: 2,593 shares; 2025Q2: 3,973 shares; 2025Q3: 4,252 shares; 2025Q4: 5,017 shares 5,017 $1.15M 0.04% +765 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,854 shares; 2025Q1: 5,735 shares; 2025Q2: 6,180 shares; 2025Q3: 57,186 shares; 2025Q4: 47,598 shares 47,598 $1.14M 0.04% -9,588 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 441 shares; 2025Q1: 163 shares; 2025Q2: 913 shares; 2025Q3: 1,539 shares; 2025Q4: 2,016 shares 2,016 $1.13M 0.04% +477 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 880 shares; 2025Q1: 1,474 shares; 2025Q2: 2,589 shares; 2025Q3: 4,615 shares; 2025Q4: 8,314 shares 8,314 $1.13M 0.04% +3,699 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: 2,170 shares; 2024Q4: 3,753 shares; 2025Q1: 3,670 shares; 2025Q2: 4,660 shares; 2025Q3: 5,042 shares; 2025Q4: 6,059 shares 6,059 $1.12M 0.04% +1,017 Timeline VNLA 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: 52,265 shares; 2024Q4: 50,738 shares; 2025Q1: 51,152 shares; 2025Q2: 44,539 shares; 2025Q3: 29,201 shares; 2025Q4: 22,866 shares 22,866 $1.12M 0.04% -6,335 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 21,923 shares; 2025Q1: 20,593 shares; 2025Q2: 17,584 shares; 2025Q3: 13,423 shares; 2025Q4: 25,127 shares 25,127 $1.12M 0.04% +11,704 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: 2,316 shares; 2024Q4: 7,974 shares; 2025Q1: 6,906 shares; 2025Q2: 6,436 shares; 2025Q3: 6,003 shares; 2025Q4: 5,365 shares 5,365 $1.12M 0.04% -638 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: 6,077 shares; 2024Q4: 7,345 shares; 2025Q1: 6,061 shares; 2025Q2: 5,300 shares; 2025Q3: 5,031 shares; 2025Q4: 5,161 shares 5,161 $1.12M 0.04% +130 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: 818 shares; 2024Q4: 852 shares; 2025Q1: 857 shares; 2025Q2: 1,960 shares; 2025Q3: 1,988 shares; 2025Q4: 4,411 shares 4,411 $1.12M 0.04% +2,423 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,964 shares; 2024Q4: 51,024 shares; 2025Q1: 39,389 shares; 2025Q2: 49,474 shares; 2025Q3: 48,661 shares; 2025Q4: 47,501 shares 47,501 $1.11M 0.04% -1,160 Timeline BITU 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: 6,801 shares; 2025Q1: 19,315 shares; 2025Q2: 25,007 shares; 2025Q3: 25,007 shares; 2025Q4: 49,687 shares 49,687 $1.1M 0.04% +24,680 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: 10,639 shares; 2024Q4: 10,658 shares; 2025Q1: 10,604 shares; 2025Q2: 14,342 shares; 2025Q3: 12,559 shares; 2025Q4: 12,175 shares 12,175 $1.1M 0.04% -384 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,637 shares; 2025Q1: 3,832 shares; 2025Q2: 5,008 shares; 2025Q3: 5,269 shares; 2025Q4: 5,307 shares 5,307 $1.09M 0.04% +38 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,619 shares; 2025Q1: 2,195 shares; 2025Q2: 3,048 shares; 2025Q3: 2,966 shares; 2025Q4: 2,803 shares 2,803 $1.09M 0.04% -163 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: 16,332 shares; 2024Q4: 21,723 shares; 2025Q1: 22,696 shares; 2025Q2: 24,365 shares; 2025Q3: 25,186 shares; 2025Q4: 26,684 shares 26,684 $1.09M 0.04% +1,498 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,851 shares; 2025Q1: 27,758 shares; 2025Q2: 27,301 shares; 2025Q3: 26,544 shares; 2025Q4: 26,191 shares 26,191 $1.08M 0.04% -353 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 16,765 shares; 2025Q1: 14,517 shares; 2025Q2: 14,816 shares; 2025Q3: 14,120 shares; 2025Q4: 14,517 shares 14,517 $1.08M 0.04% +397 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: 1,040 shares; 2024Q4: 1,210 shares; 2025Q1: 1,344 shares; 2025Q2: 1,750 shares; 2025Q3: 1,523 shares; 2025Q4: 1,885 shares 1,885 $1.07M 0.04% +362 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: 1,627 shares; 2024Q4: 1,908 shares; 2025Q1: 1,072 shares; 2025Q2: 4,275 shares; 2025Q3: 6,020 shares; 2025Q4: 12,334 shares 12,334 $1.06M 0.04% +6,314 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,719 shares; 2024Q4: 34,282 shares; 2025Q1: 33,851 shares; 2025Q2: 37,882 shares; 2025Q3: 43,576 shares; 2025Q4: 45,330 shares 45,330 $1.06M 0.04% +1,754 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: 2,356 shares; 2024Q4: 2,248 shares; 2025Q1: 1,968 shares; 2025Q2: 1,866 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $1.06M 0.04% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 329 shares; 2025Q1: 353 shares; 2025Q2: 2,573 shares; 2025Q3: 3,841 shares; 2025Q4: 5,420 shares 5,420 $1.05M 0.04% +1,579 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: 11,906 shares; 2024Q4: 12,852 shares; 2025Q1: 13,720 shares; 2025Q2: 9,218 shares; 2025Q3: 9,559 shares; 2025Q4: 8,977 shares 8,977 $1.05M 0.04% -582 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: 630 shares; 2024Q4: 470 shares; 2025Q1: 543 shares; 2025Q2: 421 shares; 2025Q3: 1,037 shares; 2025Q4: 1,363 shares 1,363 $1.05M 0.04% +326 Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,089 shares; 2025Q3: 26,089 shares; 2025Q4: 26,089 shares 26,089 $1.04M 0.04% 0 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,300 shares 30,300 $1.04M 0.04% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,525 shares; 2024Q4: 28,033 shares; 2025Q1: 50,388 shares; 2025Q2: 31,620 shares; 2025Q3: 31,486 shares; 2025Q4: 37,901 shares 37,901 $1.04M 0.04% +6,415 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: 426 shares; 2024Q4: 684 shares; 2025Q1: 891 shares; 2025Q2: 1,111 shares; 2025Q3: 1,138 shares; 2025Q4: 1,180 shares 1,180 $1.04M 0.04% +42 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: 5,257 shares; 2024Q4: 5,277 shares; 2025Q1: 5,501 shares; 2025Q2: 6,026 shares; 2025Q3: 6,023 shares; 2025Q4: 5,956 shares 5,956 $1.03M 0.04% -67 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: 4,552 shares; 2024Q4: 4,619 shares; 2025Q1: 3,025 shares; 2025Q2: 2,958 shares; 2025Q3: 3,284 shares; 2025Q4: 3,844 shares 3,844 $1.03M 0.04% +560 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,018 shares; 2025Q3: 32,280 shares; 2025Q4: 30,460 shares 30,460 $1.03M 0.04% -1,820 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,126 shares; 2024Q4: 25,252 shares; 2025Q1: 28,977 shares; 2025Q2: 33,125 shares; 2025Q3: 38,901 shares; 2025Q4: 39,101 shares 39,101 $1.03M 0.04% +200 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: 8,113 shares; 2024Q4: 8,961 shares; 2025Q1: 11,434 shares; 2025Q2: 18,007 shares; 2025Q3: 17,940 shares; 2025Q4: 17,045 shares 17,045 $1.02M 0.04% -895 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: 5,808 shares; 2024Q4: 5,637 shares; 2025Q1: 3,241 shares; 2025Q2: 4,188 shares; 2025Q3: 4,661 shares; 2025Q4: 4,156 shares 4,156 $1.02M 0.04% -505 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,961 shares; 2024Q4: 19,196 shares; 2025Q1: 17,110 shares; 2025Q2: 16,637 shares; 2025Q3: 42,680 shares; 2025Q4: 40,778 shares 40,778 $1.02M 0.04% -1,902 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: 100 shares; 2024Q4: 4,175 shares; 2025Q1: 8,575 shares; 2025Q2: 9,025 shares; 2025Q3: 9,525 shares; 2025Q4: 8,982 shares 8,982 $1.02M 0.04% -543 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: 8,369 shares; 2024Q4: 9,071 shares; 2025Q1: 10,617 shares; 2025Q2: 10,511 shares; 2025Q3: 9,946 shares; 2025Q4: 12,630 shares 12,630 $1.01M 0.04% +2,684 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: 1,553 shares; 2024Q4: 1,453 shares; 2025Q1: 1,586 shares; 2025Q2: 1,749 shares; 2025Q3: 1,874 shares; 2025Q4: 1,749 shares 1,749 $1.01M 0.04% -125 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: 6,125 shares; 2024Q4: 5,826 shares; 2025Q1: 5,643 shares; 2025Q2: 5,338 shares; 2025Q3: 4,407 shares; 2025Q4: 3,616 shares 3,616 $1.01M 0.04% -791 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: 8,286 shares; 2024Q4: 6,365 shares; 2025Q1: 8,803 shares; 2025Q2: 17,998 shares; 2025Q3: 18,598 shares; 2025Q4: 19,697 shares 19,697 $1M 0.04% +1,099 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: 729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 22,298 shares; 2025Q4: 21,949 shares 21,949 $999K 0.04% -349 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: 8,212 shares; 2024Q4: 4,856 shares; 2025Q1: 3,852 shares; 2025Q2: 12,400 shares; 2025Q3: 12,890 shares; 2025Q4: 14,317 shares 14,317 $994K 0.04% +1,427 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 2,055 shares; 2025Q1: 2,445 shares; 2025Q2: 3,174 shares; 2025Q3: 3,172 shares; 2025Q4: 3,119 shares 3,119 $994K 0.04% -53 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 17,844 shares; 2025Q1: 20,348 shares; 2025Q2: 23,686 shares; 2025Q3: 25,917 shares; 2025Q4: 26,418 shares 26,418 $988K 0.04% +501 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 539 shares; 2025Q3: 32,005 shares; 2025Q4: 29,753 shares 29,753 $974K 0.04% -2,252 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 32,390 shares; 2025Q2: 32,798 shares; 2025Q3: 36,067 shares; 2025Q4: 36,550 shares 36,550 $970K 0.04% +483 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 450 shares; 2025Q1: 633 shares; 2025Q2: 8,566 shares; 2025Q3: 9,288 shares; 2025Q4: 4,905 shares 4,905 $967K 0.04% -4,383 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,263 shares; 2024Q4: 15,027 shares; 2025Q1: 19,445 shares; 2025Q2: 20,273 shares; 2025Q3: 21,040 shares; 2025Q4: 20,198 shares 20,198 $966K 0.04% -842 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 2 shares; 2025Q2: 2,968 shares; 2025Q3: 15,021 shares; 2025Q4: 16,035 shares 16,035 $961K 0.04% +1,014 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 969 shares; 2025Q1: 2,564 shares; 2025Q2: 8,897 shares; 2025Q3: 10,629 shares; 2025Q4: 11,785 shares 11,785 $955K 0.04% +1,156 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: 642 shares; 2024Q4: 726 shares; 2025Q1: 1,353 shares; 2025Q2: 1,672 shares; 2025Q3: 1,888 shares; 2025Q4: 1,863 shares 1,863 $951K 0.04% -25 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: 550 shares; 2024Q4: 601 shares; 2025Q1: 851 shares; 2025Q2: 1,285 shares; 2025Q3: 1,441 shares; 2025Q4: 1,431 shares 1,431 $948K 0.03% -10 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: 3,242 shares; 2024Q4: 4,855 shares; 2025Q1: 5,139 shares; 2025Q2: 7,790 shares; 2025Q3: 9,753 shares; 2025Q4: 9,814 shares 9,814 $943K 0.03% +61 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,628 shares; 2025Q1: 3,249 shares; 2025Q2: 4,762 shares; 2025Q3: 4,836 shares; 2025Q4: 5,477 shares 5,477 $934K 0.03% +641 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: 489 shares; 2024Q4: 746 shares; 2025Q1: 713 shares; 2025Q2: 868 shares; 2025Q3: 765 shares; 2025Q4: 863 shares 863 $924K 0.03% +98 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 1,678 shares; 2025Q1: 2,116 shares; 2025Q2: 13,490 shares; 2025Q3: 17,406 shares; 2025Q4: 20,686 shares 20,686 $922K 0.03% +3,280 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,137 shares; 2024Q4: 11,679 shares; 2025Q1: 11,277 shares; 2025Q2: 12,956 shares; 2025Q3: 11,908 shares; 2025Q4: 24,907 shares 24,907 $922K 0.03% +12,999 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 1,117 shares; 2025Q1: 1,498 shares; 2025Q2: 1,990 shares; 2025Q3: 2,979 shares; 2025Q4: 3,629 shares 3,629 $920K 0.03% +650 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES 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: 21,450 shares; 2025Q3: 9,451 shares; 2025Q4: 5,916 shares 5,916 $918K 0.03% -3,535 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: 17,428 shares; 2025Q1: 15,048 shares; 2025Q2: 12,262 shares; 2025Q3: 47,790 shares; 2025Q4: 39,259 shares 39,259 $917K 0.03% -8,531 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: 674 shares; 2024Q4: 702 shares; 2025Q1: 1,064 shares; 2025Q2: 1,856 shares; 2025Q3: 1,781 shares; 2025Q4: 1,608 shares 1,608 $917K 0.03% -173 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: 12,131 shares; 2024Q4: 9,820 shares; 2025Q1: 11,609 shares; 2025Q2: 10,965 shares; 2025Q3: 11,499 shares; 2025Q4: 11,192 shares 11,192 $915K 0.03% -307 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 3,706 shares; 2025Q1: 5,173 shares; 2025Q2: 7,766 shares; 2025Q3: 9,438 shares; 2025Q4: 9,412 shares 9,412 $914K 0.03% -26 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: 17,233 shares; 2024Q4: 17,954 shares; 2025Q1: 18,487 shares; 2025Q2: 27,039 shares; 2025Q3: 27,866 shares; 2025Q4: 24,850 shares 24,850 $910K 0.03% -3,016 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 2,171 shares; 2025Q1: 2,810 shares; 2025Q2: 4,160 shares; 2025Q3: 4,545 shares; 2025Q4: 5,617 shares 5,617 $904K 0.03% +1,072 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,032 shares; 2025Q1: 1,143 shares; 2025Q2: 1,369 shares; 2025Q3: 1,345 shares; 2025Q4: 1,831 shares 1,831 $898K 0.03% +486 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,313 shares; 2024Q4: 64,747 shares; 2025Q1: 33,378 shares; 2025Q2: 36,343 shares; 2025Q3: 34,186 shares; 2025Q4: 29,347 shares 29,347 $896K 0.03% -4,839 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 311 shares; 2025Q1: 374 shares; 2025Q2: 453 shares; 2025Q3: 456 shares; 2025Q4: 1,574 shares 1,574 $894K 0.03% +1,118 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: 10,190 shares; 2024Q4: 9,002 shares; 2025Q1: 9,214 shares; 2025Q2: 7,892 shares; 2025Q3: 7,583 shares; 2025Q4: 7,856 shares 7,856 $894K 0.03% +273 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: 1,679 shares; 2024Q4: 2,723 shares; 2025Q1: 2,428 shares; 2025Q2: 3,146 shares; 2025Q3: 3,391 shares; 2025Q4: 3,283 shares 3,283 $890K 0.03% -108 Timeline AOA 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: 9,659 shares; 2025Q2: 9,689 shares; 2025Q3: 9,762 shares; 2025Q4: 9,883 shares 9,883 $885K 0.03% +121 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: 9,082 shares; 2024Q4: 9,242 shares; 2025Q1: 10,112 shares; 2025Q2: 11,475 shares; 2025Q3: 11,390 shares; 2025Q4: 11,885 shares 11,885 $878K 0.03% +495 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,676 shares; 2024Q4: 184,111 shares; 2025Q1: 5,091 shares; 2025Q2: 541 shares; 2025Q3: 17,077 shares; 2025Q4: 34,531 shares 34,531 $870K 0.03% +17,454 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 751 shares; 2025Q1: 962 shares; 2025Q2: 1,117 shares; 2025Q3: 1,092 shares; 2025Q4: 1,495 shares 1,495 $868K 0.03% +403 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 26,039 shares; 2025Q3: 26,854 shares; 2025Q4: 18,519 shares 18,519 $867K 0.03% -8,335 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: 9,328 shares; 2024Q4: 8,468 shares; 2025Q1: 8,467 shares; 2025Q2: 6,933 shares; 2025Q3: 17,240 shares; 2025Q4: 16,383 shares 16,383 $866K 0.03% -857 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,572 shares; 2024Q4: 13,192 shares; 2025Q1: 22,316 shares; 2025Q2: 5,654 shares; 2025Q3: 6,592 shares; 2025Q4: 6,774 shares 6,774 $865K 0.03% +182 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES 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: 2,457 shares; 2025Q4: 37,645 shares 37,645 $862K 0.03% +35,188 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: 4,182 shares; 2024Q4: 4,548 shares; 2025Q1: 4,894 shares; 2025Q2: 3,860 shares; 2025Q3: 3,915 shares; 2025Q4: 3,544 shares 3,544 $855K 0.03% -371 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 1,966 shares; 2025Q1: 2,196 shares; 2025Q2: 3,894 shares; 2025Q3: 4,511 shares; 2025Q4: 6,344 shares 6,344 $842K 0.03% +1,833 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 41,388 shares; 2025Q4: 39,441 shares 39,441 $824K 0.03% -1,947 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,831 shares; 2025Q1: 4,733 shares; 2025Q2: 5,417 shares; 2025Q3: 4,882 shares; 2025Q4: 5,014 shares 5,014 $812K 0.03% +132 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,482 shares; 2025Q1: 1,777 shares; 2025Q2: 2,907 shares; 2025Q3: 3,041 shares; 2025Q4: 3,599 shares 3,599 $811K 0.03% +558 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: 17,041 shares; 2024Q4: 56,243 shares; 2025Q1: 55,602 shares; 2025Q2: 55,616 shares; 2025Q3: 49,072 shares; 2025Q4: 49,182 shares 49,182 $811K 0.03% +110 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 1,419 shares; 2025Q1: 1,908 shares; 2025Q2: 4,000 shares; 2025Q3: 4,413 shares; 2025Q4: 4,981 shares 4,981 $807K 0.03% +568 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 1,129 shares; 2025Q1: 1,393 shares; 2025Q2: 1,930 shares; 2025Q3: 1,892 shares; 2025Q4: 1,542 shares 1,542 $806K 0.03% -350 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: 812 shares; 2024Q4: 878 shares; 2025Q1: 1,044 shares; 2025Q2: 1,369 shares; 2025Q3: 1,520 shares; 2025Q4: 1,804 shares 1,804 $803K 0.03% +284 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: 771 shares; 2024Q4: 1,262 shares; 2025Q1: 952 shares; 2025Q2: 3,515 shares; 2025Q3: 3,811 shares; 2025Q4: 4,134 shares 4,134 $802K 0.03% +323 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: 4,261 shares; 2024Q4: 7,321 shares; 2025Q1: 5,709 shares; 2025Q2: 9,216 shares; 2025Q3: 9,317 shares; 2025Q4: 14,965 shares 14,965 $798K 0.03% +5,648 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,818 shares; 2024Q4: 14,614 shares; 2025Q1: 7,637 shares; 2025Q2: 5,601 shares; 2025Q3: 5,604 shares; 2025Q4: 6,653 shares 6,653 $794K 0.03% +1,049 Timeline ILF 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: 796 shares; 2025Q2: 796 shares; 2025Q3: 5,836 shares; 2025Q4: 25,995 shares 25,995 $792K 0.03% +20,159 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: 28,802 shares; 2024Q4: 37,590 shares; 2025Q1: 43,186 shares; 2025Q2: 36,712 shares; 2025Q3: 36,488 shares; 2025Q4: 31,832 shares 31,832 $791K 0.03% -4,656 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 10,460 shares; 2025Q1: 10,506 shares; 2025Q2: 6,291 shares; 2025Q3: 6,487 shares; 2025Q4: 5,478 shares 5,478 $785K 0.03% -1,009 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 1,108 shares; 2025Q1: 549 shares; 2025Q2: 3,596 shares; 2025Q3: 4,267 shares; 2025Q4: 5,977 shares 5,977 $784K 0.03% +1,710 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 3,253 shares; 2025Q1: 2,002 shares; 2025Q2: 3,557 shares; 2025Q3: 5,107 shares; 2025Q4: 6,107 shares 6,107 $780K 0.03% +1,000 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: 8,265 shares; 2024Q4: 10,320 shares; 2025Q1: 10,925 shares; 2025Q2: 15,966 shares; 2025Q3: 15,766 shares; 2025Q4: 15,828 shares 15,828 $779K 0.03% +62 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: 3,237 shares; 2024Q4: 4,800 shares; 2025Q1: 5,583 shares; 2025Q2: 9,454 shares; 2025Q3: 9,271 shares; 2025Q4: 8,872 shares 8,872 $777K 0.03% -399 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: 6,114 shares; 2024Q4: 6,190 shares; 2025Q1: 6,601 shares; 2025Q2: 8,950 shares; 2025Q3: 8,449 shares; 2025Q4: 7,392 shares 7,392 $776K 0.03% -1,057 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,838 shares; 2024Q4: 55,827 shares; 2025Q1: 49,396 shares; 2025Q2: 34,730 shares; 2025Q3: 15,391 shares; 2025Q4: 13,825 shares 13,825 $771K 0.03% -1,566 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,266 shares; 2025Q1: 1,316 shares; 2025Q2: 2,853 shares; 2025Q3: 2,693 shares; 2025Q4: 2,658 shares 2,658 $764K 0.03% -35 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 847 shares; 2025Q1: 1,384 shares; 2025Q2: 3,705 shares; 2025Q3: 7,562 shares; 2025Q4: 11,280 shares 11,280 $755K 0.03% +3,718 Timeline DSI 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: 7,407 shares; 2024Q4: 6,864 shares; 2025Q1: 6,226 shares; 2025Q2: 5,986 shares; 2025Q3: 5,701 shares; 2025Q4: 5,848 shares 5,848 $753K 0.03% +147 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 4,010 shares; 2025Q1: 4,728 shares; 2025Q2: 3,874 shares; 2025Q3: 3,973 shares; 2025Q4: 4,673 shares 4,673 $748K 0.03% +700 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,986 shares; 2025Q1: 2,194 shares; 2025Q2: 2,439 shares; 2025Q3: 2,452 shares; 2025Q4: 4,247 shares 4,247 $745K 0.03% +1,795 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,935 shares; 2024Q4: 31,265 shares; 2025Q1: 31,689 shares; 2025Q2: 31,991 shares; 2025Q3: 31,902 shares; 2025Q4: 10,280 shares 10,280 $738K 0.03% -21,622 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 2,473 shares; 2025Q1: 3,834 shares; 2025Q2: 8,166 shares; 2025Q3: 8,096 shares; 2025Q4: 9,356 shares 9,356 $736K 0.03% +1,260 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 414 shares; 2025Q1: 423 shares; 2025Q2: 949 shares; 2025Q3: 1,057 shares; 2025Q4: 1,201 shares 1,201 $735K 0.03% +144 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,850 shares; 2025Q1: 4,945 shares; 2025Q2: 10,118 shares; 2025Q3: 8,360 shares; 2025Q4: 7,700 shares 7,700 $734K 0.03% -660 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,954 shares 7,954 $731K 0.03% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 2,664 shares; 2025Q1: 2,199 shares; 2025Q2: 2,401 shares; 2025Q3: 2,479 shares; 2025Q4: 2,998 shares 2,998 $728K 0.03% +519 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 2,793 shares; 2025Q1: 3,579 shares; 2025Q2: 3,025 shares; 2025Q3: 3,059 shares; 2025Q4: 3,756 shares 3,756 $727K 0.03% +697 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: 2,232 shares; 2024Q4: 2,399 shares; 2025Q1: 3,731 shares; 2025Q2: 4,925 shares; 2025Q3: 4,774 shares; 2025Q4: 5,913 shares 5,913 $726K 0.03% +1,139 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: 1,803 shares; 2024Q4: 2,041 shares; 2025Q1: 3,920 shares; 2025Q2: 6,829 shares; 2025Q3: 6,949 shares; 2025Q4: 6,052 shares 6,052 $725K 0.03% -897 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 2,116 shares; 2025Q1: 2,858 shares; 2025Q2: 3,333 shares; 2025Q3: 3,471 shares; 2025Q4: 2,795 shares 2,795 $723K 0.03% -676 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 38 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 342 shares; 2025Q4: 12,717 shares 12,717 $722K 0.03% +12,375 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: 45,129 shares; 2024Q4: 48,632 shares; 2025Q1: 6,400 shares; 2025Q2: 5,588 shares; 2025Q3: 3,619 shares; 2025Q4: 3,601 shares 3,601 $719K 0.03% -18 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 814 shares; 2025Q1: 1,119 shares; 2025Q2: 2,146 shares; 2025Q3: 3,218 shares; 2025Q4: 11,005 shares 11,005 $716K 0.03% +7,787 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 25,405 shares; 2025Q1: 11,066 shares; 2025Q2: 9,832 shares; 2025Q3: 9,673 shares; 2025Q4: 8,869 shares 8,869 $715K 0.03% -804 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 5,129 shares; 2025Q1: 6,390 shares; 2025Q2: 7,420 shares; 2025Q3: 7,733 shares; 2025Q4: 7,720 shares 7,720 $714K 0.03% -13 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 3,242 shares; 2025Q1: 3,012 shares; 2025Q2: 3,887 shares; 2025Q3: 4,806 shares; 2025Q4: 4,410 shares 4,410 $711K 0.03% -396 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,854 shares; 2025Q1: 2,888 shares; 2025Q2: 9,835 shares; 2025Q3: 7,549 shares; 2025Q4: 11,061 shares 11,061 $711K 0.03% +3,512 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,796 shares; 2025Q1: 2,315 shares; 2025Q2: 2,134 shares; 2025Q3: 3,231 shares; 2025Q4: 3,854 shares 3,854 $711K 0.03% +623 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 331 shares; 2025Q1: 428 shares; 2025Q2: 1,941 shares; 2025Q3: 2,089 shares; 2025Q4: 3,089 shares 3,089 $708K 0.03% +1,000 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 13,244 shares; 2025Q1: 11,681 shares; 2025Q2: 13,075 shares; 2025Q3: 12,281 shares; 2025Q4: 11,789 shares 11,789 $708K 0.03% -492 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,654 shares; 2025Q1: 2,532 shares; 2025Q2: 2,741 shares; 2025Q3: 3,021 shares; 2025Q4: 3,305 shares 3,305 $707K 0.03% +284 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: 1,761 shares; 2024Q4: 1,453 shares; 2025Q1: 1,697 shares; 2025Q2: 2,461 shares; 2025Q3: 2,064 shares; 2025Q4: 2,001 shares 2,001 $702K 0.03% -63 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,871 shares 13,871 $700K 0.03% new Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,629 shares; 2025Q2: 12,074 shares; 2025Q3: 12,969 shares; 2025Q4: 12,965 shares 12,965 $699K 0.03% -4 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: 2,336 shares; 2024Q4: 2,487 shares; 2025Q1: 2,780 shares; 2025Q2: 2,925 shares; 2025Q3: 2,911 shares; 2025Q4: 2,705 shares 2,705 $696K 0.03% -206 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 2,799 shares; 2025Q1: 3,537 shares; 2025Q2: 4,789 shares; 2025Q3: 6,002 shares; 2025Q4: 6,020 shares 6,020 $694K 0.03% +18 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,544 shares; 2024Q4: 18,103 shares; 2025Q1: 20,171 shares; 2025Q2: 24,464 shares; 2025Q3: 25,997 shares; 2025Q4: 25,461 shares 25,461 $690K 0.03% -536 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,469 shares; 2025Q1: 1,756 shares; 2025Q2: 1,600 shares; 2025Q3: 1,599 shares; 2025Q4: 1,946 shares 1,946 $684K 0.03% +347 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 8,956 shares; 2025Q1: 8,956 shares; 2025Q2: 7,829 shares; 2025Q3: 7,819 shares; 2025Q4: 7,759 shares 7,759 $683K 0.03% -60 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 9,690 shares; 2025Q1: 11,636 shares; 2025Q2: 23,962 shares; 2025Q3: 2,941 shares; 2025Q4: 6,837 shares 6,837 $683K 0.03% +3,896 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 55 shares; 2025Q1: 422 shares; 2025Q2: 2,110 shares; 2025Q3: 3,231 shares; 2025Q4: 9,048 shares 9,048 $683K 0.03% +5,817 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 370 shares; 2025Q1: 471 shares; 2025Q2: 524 shares; 2025Q3: 542 shares; 2025Q4: 749 shares 749 $678K 0.03% +207 Timeline 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: 1,014 shares; 2024Q4: 1,953 shares; 2025Q1: 1,998 shares; 2025Q2: 2,882 shares; 2025Q3: 1,758 shares; 2025Q4: 3,859 shares 3,859 $678K 0.02% +2,101 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: 14,115 shares; 2024Q4: 13,165 shares; 2025Q1: 12,907 shares; 2025Q2: 4,759 shares; 2025Q3: 4,746 shares; 2025Q4: 4,795 shares 4,795 $676K 0.02% +49 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,896 shares; 2025Q1: 2,687 shares; 2025Q2: 6,952 shares; 2025Q3: 10,203 shares; 2025Q4: 11,479 shares 11,479 $673K 0.02% +1,276 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,715 shares; 2025Q1: 2,174 shares; 2025Q2: 2,101 shares; 2025Q3: 2,353 shares; 2025Q4: 2,412 shares 2,412 $673K 0.02% +59 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,676 shares; 2025Q2: 20,960 shares; 2025Q3: 20,002 shares; 2025Q4: 8,829 shares 8,829 $669K 0.02% -11,173 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 2,088 shares; 2025Q1: 2,361 shares; 2025Q2: 2,228 shares; 2025Q3: 2,310 shares; 2025Q4: 2,052 shares 2,052 $665K 0.02% -258 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: 4,184 shares; 2024Q4: 4,210 shares; 2025Q1: 5,462 shares; 2025Q2: 5,026 shares; 2025Q3: 4,596 shares; 2025Q4: 3,827 shares 3,827 $664K 0.02% -769 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: 8,732 shares; 2024Q4: 8,814 shares; 2025Q1: 8,779 shares; 2025Q2: 10,451 shares; 2025Q3: 11,260 shares; 2025Q4: 14,415 shares 14,415 $664K 0.02% +3,155 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: 10,110 shares; 2024Q4: 10,182 shares; 2025Q1: 10,810 shares; 2025Q2: 12,661 shares; 2025Q3: 13,272 shares; 2025Q4: 13,836 shares 13,836 $662K 0.02% +564 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,455 shares; 2025Q1: 2,309 shares; 2025Q2: 10,936 shares; 2025Q3: 8,728 shares; 2025Q4: 8,611 shares 8,611 $660K 0.02% -117 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 2,324 shares; 2025Q3: 2,668 shares; 2025Q4: 2,776 shares 2,776 $659K 0.02% +108 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,952 shares; 2025Q1: 2,301 shares; 2025Q2: 3,022 shares; 2025Q3: 3,155 shares; 2025Q4: 3,237 shares 3,237 $658K 0.02% +82 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: 1,036 shares; 2024Q4: 1,295 shares; 2025Q1: 3,165 shares; 2025Q2: 4,438 shares; 2025Q3: 4,912 shares; 2025Q4: 5,664 shares 5,664 $658K 0.02% +752 Timeline FLJP 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: 15,276 shares; 2024Q4: 27,797 shares; 2025Q1: 31,391 shares; 2025Q2: 31,945 shares; 2025Q3: 23,626 shares; 2025Q4: 18,971 shares 18,971 $654K 0.02% -4,655 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 9,385 shares; 2025Q1: 8,244 shares; 2025Q2: 9,613 shares; 2025Q3: 9,875 shares; 2025Q4: 14,033 shares 14,033 $653K 0.02% +4,158 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,702 shares; 2025Q1: 2,784 shares; 2025Q2: 4,279 shares; 2025Q3: 4,804 shares; 2025Q4: 5,822 shares 5,822 $651K 0.02% +1,018 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,098 shares; 2025Q1: 3,911 shares; 2025Q2: 10,364 shares; 2025Q3: 9,991 shares; 2025Q4: 23,232 shares 23,232 $651K 0.02% +13,241 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,061 shares; 2025Q1: 3,320 shares; 2025Q2: 3,372 shares; 2025Q3: 3,217 shares; 2025Q4: 3,321 shares 3,321 $648K 0.02% +104 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,532 shares; 2025Q1: 3,616 shares; 2025Q2: 4,748 shares; 2025Q3: 5,977 shares; 2025Q4: 12,722 shares 12,722 $635K 0.02% +6,745 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,152 shares; 2025Q1: 2,369 shares; 2025Q2: 2,492 shares; 2025Q3: 2,960 shares; 2025Q4: 2,844 shares 2,844 $633K 0.02% -116 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 684 shares; 2025Q1: 970 shares; 2025Q2: 1,695 shares; 2025Q3: 4,080 shares; 2025Q4: 3,911 shares 3,911 $629K 0.02% -169 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,009 shares; 2025Q3: 1,065 shares; 2025Q4: 15,194 shares 15,194 $629K 0.02% +14,129 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 7,976 shares; 2025Q1: 8,362 shares; 2025Q2: 8,758 shares; 2025Q3: 8,643 shares; 2025Q4: 12,012 shares 12,012 $629K 0.02% +3,369 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,412 shares; 2025Q1: 8,151 shares; 2025Q2: 8,099 shares; 2025Q3: 8,169 shares; 2025Q4: 8,497 shares 8,497 $629K 0.02% +328 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 119 shares; 2025Q1: 199 shares; 2025Q2: 740 shares; 2025Q3: 693 shares; 2025Q4: 1,288 shares 1,288 $628K 0.02% +595 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 15,115 shares; 2025Q1: 9,555 shares; 2025Q2: 11,149 shares; 2025Q3: 11,984 shares; 2025Q4: 13,500 shares 13,500 $625K 0.02% +1,516 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 601 shares; 2025Q1: 610 shares; 2025Q2: 1,002 shares; 2025Q3: 1,036 shares; 2025Q4: 1,033 shares 1,033 $625K 0.02% -3 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: 2,300 shares; 2024Q4: 2,328 shares; 2025Q1: 2,309 shares; 2025Q2: 2,316 shares; 2025Q3: 2,800 shares; 2025Q4: 2,905 shares 2,905 $624K 0.02% +105 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 13,062 shares; 2025Q1: 13,062 shares; 2025Q2: 12,407 shares; 2025Q3: 12,407 shares; 2025Q4: 12,407 shares 12,407 $621K 0.02% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 4,118 shares; 2025Q2: 11,260 shares; 2025Q3: 12,826 shares; 2025Q4: 13,461 shares 13,461 $620K 0.02% +635 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 466 shares; 2025Q1: 345 shares; 2025Q2: 1,786 shares; 2025Q3: 3,685 shares; 2025Q4: 4,355 shares 4,355 $618K 0.02% +670 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 5,763 shares; 2025Q1: 5,053 shares; 2025Q2: 7,357 shares; 2025Q3: 6,780 shares; 2025Q4: 10,577 shares 10,577 $617K 0.02% +3,797 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 3,155 shares; 2025Q1: 3,374 shares; 2025Q2: 4,112 shares; 2025Q3: 4,212 shares; 2025Q4: 4,640 shares 4,640 $616K 0.02% +428 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 636 shares; 2025Q1: 687 shares; 2025Q2: 1,136 shares; 2025Q3: 3,496 shares; 2025Q4: 5,361 shares 5,361 $615K 0.02% +1,865 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: 823 shares; 2024Q4: 1,181 shares; 2025Q1: 1,061 shares; 2025Q2: 881 shares; 2025Q3: 862 shares; 2025Q4: 816 shares 816 $615K 0.02% -46 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: 5,375 shares; 2024Q4: 4,967 shares; 2025Q1: 8,195 shares; 2025Q2: 13,326 shares; 2025Q3: 12,862 shares; 2025Q4: 11,376 shares 11,376 $612K 0.02% -1,486 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,131 shares; 2024Q4: 24,145 shares; 2025Q1: 21,415 shares; 2025Q2: 21,908 shares; 2025Q3: 21,529 shares; 2025Q4: 27,382 shares 27,382 $611K 0.02% +5,853 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,059 shares; 2025Q1: 1,258 shares; 2025Q2: 1,630 shares; 2025Q3: 2,016 shares; 2025Q4: 2,202 shares 2,202 $607K 0.02% +186 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,041 shares; 2025Q1: 1,216 shares; 2025Q2: 4,664 shares; 2025Q3: 6,650 shares; 2025Q4: 7,374 shares 7,374 $605K 0.02% +724 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 712 shares; 2025Q1: 754 shares; 2025Q2: 1,483 shares; 2025Q3: 1,716 shares; 2025Q4: 1,774 shares 1,774 $604K 0.02% +58 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 2,480 shares; 2025Q1: 3,580 shares; 2025Q2: 6,854 shares; 2025Q3: 2,951 shares; 2025Q4: 7,580 shares 7,580 $602K 0.02% +4,629 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: 9,277 shares; 2024Q4: 9,740 shares; 2025Q1: 10,379 shares; 2025Q2: 10,277 shares; 2025Q3: 10,933 shares; 2025Q4: 10,435 shares 10,435 $602K 0.02% -498 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 2,456 shares; 2025Q1: 2,577 shares; 2025Q2: 4,807 shares; 2025Q3: 5,945 shares; 2025Q4: 5,762 shares 5,762 $600K 0.02% -183 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 2,571 shares; 2025Q2: 26,065 shares; 2025Q3: 28,056 shares; 2025Q4: 30,852 shares 30,852 $598K 0.02% +2,796 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 1,052 shares; 2025Q1: 1,284 shares; 2025Q2: 1,635 shares; 2025Q3: 1,720 shares; 2025Q4: 1,556 shares 1,556 $597K 0.02% -164 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 16,318 shares; 2025Q1: 7,738 shares; 2025Q2: 32,122 shares; 2025Q3: 32,081 shares; 2025Q4: 30,862 shares 30,862 $597K 0.02% -1,219 Timeline SUSL 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: 5,110 shares; 2024Q4: 4,970 shares; 2025Q1: 4,551 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,864 shares 4,864 $590K 0.02% +419 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,970 shares 8,970 $587K 0.02% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,319 shares; 2025Q1: 10,551 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 10,551 shares 10,551 $586K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 717 shares; 2025Q1: 1,050 shares; 2025Q2: 2,052 shares; 2025Q3: 2,234 shares; 2025Q4: 2,012 shares 2,012 $583K 0.02% -222 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: 17,264 shares; 2024Q4: 5,074 shares; 2025Q1: 12,350 shares; 2025Q2: 12,748 shares; 2025Q3: 18,705 shares; 2025Q4: 11,636 shares 11,636 $577K 0.02% -7,069 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,550 shares; 2025Q1: 2,223 shares; 2025Q2: 4,343 shares; 2025Q3: 3,957 shares; 2025Q4: 3,979 shares 3,979 $571K 0.02% +22 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 139 shares; 2025Q1: 124 shares; 2025Q2: 1,280 shares; 2025Q3: 1,049 shares; 2025Q4: 1,358 shares 1,358 $570K 0.02% +309 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: 824 shares; 2024Q4: 1,938 shares; 2025Q1: 2,104 shares; 2025Q2: 2,171 shares; 2025Q3: 1,951 shares; 2025Q4: 1,933 shares 1,933 $567K 0.02% -18 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: 929 shares; 2024Q4: 454 shares; 2025Q1: 857 shares; 2025Q2: 1,096 shares; 2025Q3: 1,023 shares; 2025Q4: 841 shares 841 $567K 0.02% -182 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 141 shares; 2025Q1: 150 shares; 2025Q2: 3,614 shares; 2025Q3: 4,227 shares; 2025Q4: 6,495 shares 6,495 $566K 0.02% +2,268 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: 3,689 shares; 2024Q4: 4,866 shares; 2025Q1: 5,541 shares; 2025Q2: 6,077 shares; 2025Q3: 7,596 shares; 2025Q4: 7,147 shares 7,147 $565K 0.02% -449 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,633 shares; 2025Q1: 4,291 shares; 2025Q2: 6,565 shares; 2025Q3: 6,784 shares; 2025Q4: 9,607 shares 9,607 $561K 0.02% +2,823 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,503 shares; 2025Q2: 59,781 shares; 2025Q3: 28,410 shares; 2025Q4: 21,767 shares 21,767 $560K 0.02% -6,643 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,348 shares; 2025Q1: 1,014 shares; 2025Q2: 1,430 shares; 2025Q3: 1,533 shares; 2025Q4: 1,791 shares 1,791 $560K 0.02% +258 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: 668 shares; 2024Q4: 682 shares; 2025Q1: 920 shares; 2025Q2: 1,009 shares; 2025Q3: 1,158 shares; 2025Q4: 1,584 shares 1,584 $559K 0.02% +426 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 1,926 shares; 2025Q1: 3,148 shares; 2025Q2: 5,899 shares; 2025Q3: 5,076 shares; 2025Q4: 6,532 shares 6,532 $555K 0.02% +1,456 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 9,456 shares; 2025Q1: 17,673 shares; 2025Q2: 23,328 shares; 2025Q3: 25,568 shares; 2025Q4: 31,896 shares 31,896 $553K 0.02% +6,328 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,989 shares; 2025Q1: 4,682 shares; 2025Q2: 11,527 shares; 2025Q3: 11,938 shares; 2025Q4: 12,110 shares 12,110 $553K 0.02% +172 Timeline