GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556,986 shares; 2024Q4: 6,604,327 shares; 2025Q1: 6,844,570 shares; 2025Q2: 7,030,213 shares; 2025Q3: 7,251,662 shares; 2025Q4: 7,374,785 shares 7,374,785 $630M 12.11% +123,123 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: 632,097 shares; 2024Q4: 622,628 shares; 2025Q1: 629,942 shares; 2025Q2: 642,945 shares; 2025Q3: 638,360 shares; 2025Q4: 628,619 shares 628,619 $431M 8.28% -9,741 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: 2,529,193 shares; 2024Q4: 4,860,747 shares; 2025Q1: 5,558,246 shares; 2025Q2: 6,751,239 shares; 2025Q3: 7,751,122 shares; 2025Q4: 9,032,516 shares 9,032,516 $239M 4.6% +1,281,394 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,290,284 shares; 2024Q4: 11,057,434 shares; 2025Q1: 10,902,610 shares; 2025Q2: 9,588,420 shares; 2025Q3: 10,217,556 shares; 2025Q4: 10,519,047 shares 10,519,047 $226M 4.34% +301,491 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: 534,641 shares; 2024Q4: 549,597 shares; 2025Q1: 563,450 shares; 2025Q2: 578,592 shares; 2025Q3: 587,652 shares; 2025Q4: 632,468 shares 632,468 $212M 4.08% +44,816 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520,932 shares; 2024Q4: 3,245,364 shares; 2025Q1: 3,690,983 shares; 2025Q2: 3,971,272 shares; 2025Q3: 4,205,226 shares; 2025Q4: 4,546,036 shares 4,546,036 $208M 4.01% +340,810 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: 442,020 shares; 2024Q4: 433,469 shares; 2025Q1: 425,681 shares; 2025Q2: 421,785 shares; 2025Q3: 421,208 shares; 2025Q4: 408,838 shares 408,838 $140M 2.7% -12,370 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: 1,486,289 shares; 2024Q4: 1,552,764 shares; 2025Q1: 1,653,032 shares; 2025Q2: 1,760,494 shares; 2025Q3: 1,867,022 shares; 2025Q4: 2,044,257 shares 2,044,257 $128M 2.46% +177,235 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: 133,948 shares; 2024Q4: 152,636 shares; 2025Q1: 602,723 shares; 2025Q2: 629,956 shares; 2025Q3: 659,507 shares; 2025Q4: 677,692 shares 677,692 $126M 2.43% +18,185 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,393 shares; 2024Q4: 846,951 shares; 2025Q1: 822,066 shares; 2025Q2: 814,395 shares; 2025Q3: 812,866 shares; 2025Q4: 810,919 shares 810,919 $115M 2.21% -1,947 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,080 shares; 2024Q4: 1,101,020 shares; 2025Q1: 1,097,031 shares; 2025Q2: 1,061,353 shares; 2025Q3: 1,037,516 shares; 2025Q4: 1,031,783 shares 1,031,783 $113M 2.18% -5,733 Timeline DFAU 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: 1,629,710 shares; 2024Q4: 1,739,702 shares; 2025Q1: 1,861,542 shares; 2025Q2: 2,007,907 shares; 2025Q3: 2,042,994 shares; 2025Q4: 2,402,762 shares 2,402,762 $112M 2.16% +359,768 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: 251,677 shares; 2024Q4: 257,350 shares; 2025Q1: 362,559 shares; 2025Q2: 363,107 shares; 2025Q3: 382,684 shares; 2025Q4: 401,605 shares 401,605 $109M 2.1% +18,921 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: 141,147 shares; 2024Q4: 144,499 shares; 2025Q1: 148,596 shares; 2025Q2: 168,901 shares; 2025Q3: 170,052 shares; 2025Q4: 171,537 shares 171,537 $108M 2.07% +1,485 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775,520 shares; 2024Q4: 1,842,807 shares; 2025Q1: 2,015,129 shares; 2025Q2: 2,272,514 shares; 2025Q3: 2,373,033 shares; 2025Q4: 2,681,334 shares 2,681,334 $102M 1.97% +308,301 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,562 shares; 2024Q4: 817,252 shares; 2025Q1: 932,697 shares; 2025Q2: 1,076,000 shares; 2025Q3: 1,233,738 shares; 2025Q4: 1,865,321 shares 1,865,321 $92.3M 1.77% +631,583 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: 938,489 shares; 2024Q4: 1,111,658 shares; 2025Q1: 1,264,388 shares; 2025Q2: 1,332,571 shares; 2025Q3: 1,443,196 shares; 2025Q4: 1,701,757 shares 1,701,757 $91.5M 1.76% +258,561 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: 124,448 shares; 2024Q4: 124,677 shares; 2025Q1: 120,372 shares; 2025Q2: 123,758 shares; 2025Q3: 154,414 shares; 2025Q4: 122,822 shares 122,822 $84M 1.62% -31,592 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: 643,351 shares; 2024Q4: 661,944 shares; 2025Q1: 676,187 shares; 2025Q2: 704,392 shares; 2025Q3: 733,887 shares; 2025Q4: 836,786 shares 836,786 $79.7M 1.53% +102,899 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: 382,104 shares; 2024Q4: 395,864 shares; 2025Q1: 379,916 shares; 2025Q2: 377,494 shares; 2025Q3: 370,045 shares; 2025Q4: 361,980 shares 361,980 $69.1M 1.33% -8,065 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: 471,893 shares; 2024Q4: 501,441 shares; 2025Q1: 488,130 shares; 2025Q2: 468,056 shares; 2025Q3: 467,124 shares; 2025Q4: 478,189 shares 478,189 $67.5M 1.3% +11,065 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: 1,305,344 shares; 2024Q4: 1,336,359 shares; 2025Q1: 1,598,619 shares; 2025Q2: 1,764,427 shares; 2025Q3: 1,863,434 shares; 2025Q4: 2,019,725 shares 2,019,725 $65.8M 1.27% +156,291 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: 126,848 shares; 2024Q4: 125,325 shares; 2025Q1: 183,133 shares; 2025Q2: 187,892 shares; 2025Q3: 196,967 shares; 2025Q4: 207,418 shares 207,418 $64.9M 1.25% +10,451 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,769 shares; 2024Q4: 107,674 shares; 2025Q1: 116,714 shares; 2025Q2: 123,201 shares; 2025Q3: 128,796 shares; 2025Q4: 131,925 shares 131,925 $63.8M 1.23% +3,129 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: 856,187 shares; 2024Q4: 840,567 shares; 2025Q1: 764,238 shares; 2025Q2: 715,708 shares; 2025Q3: 653,441 shares; 2025Q4: 616,806 shares 616,806 $61.6M 1.18% -36,635 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: 702,501 shares; 2024Q4: 689,419 shares; 2025Q1: 683,358 shares; 2025Q2: 705,390 shares; 2025Q3: 733,764 shares; 2025Q4: 725,962 shares 725,962 $52.8M 1.01% -7,802 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: 227,122 shares; 2024Q4: 235,338 shares; 2025Q1: 242,324 shares; 2025Q2: 246,849 shares; 2025Q3: 245,376 shares; 2025Q4: 245,312 shares 245,312 $52M 1% -64 Timeline VTWO 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: 521,079 shares; 2024Q4: 486,290 shares; 2025Q1: 499,756 shares; 2025Q2: 488,414 shares; 2025Q3: 489,987 shares; 2025Q4: 515,110 shares 515,110 $51.3M 0.99% +25,123 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: 164,465 shares; 2024Q4: 163,764 shares; 2025Q1: 167,801 shares; 2025Q2: 168,449 shares; 2025Q3: 174,778 shares; 2025Q4: 179,740 shares 179,740 $39.5M 0.76% +4,962 Timeline UPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723,773 shares; 2024Q4: 2,632,606 shares; 2025Q1: 2,852,846 shares; 2025Q2: 2,481,902 shares; 2025Q3: 2,481,240 shares; 2025Q4: 2,479,129 shares 2,479,129 $38.3M 0.74% -2,111 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: 27,271 shares; 2024Q4: 29,361 shares; 2025Q1: 104,769 shares; 2025Q2: 111,014 shares; 2025Q3: 116,496 shares; 2025Q4: 118,688 shares 118,688 $37.2M 0.72% +2,192 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: 119,100 shares; 2024Q4: 120,004 shares; 2025Q1: 133,848 shares; 2025Q2: 139,033 shares; 2025Q3: 145,849 shares; 2025Q4: 152,298 shares 152,298 $35.2M 0.68% +6,449 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265,562 shares; 2024Q4: 1,143,553 shares; 2025Q1: 1,074,833 shares; 2025Q2: 961,343 shares; 2025Q3: 772,559 shares; 2025Q4: 663,471 shares 663,471 $34.5M 0.66% -109,088 Timeline VONE 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: 94,798 shares; 2024Q4: 96,137 shares; 2025Q1: 96,853 shares; 2025Q2: 94,005 shares; 2025Q3: 90,580 shares; 2025Q4: 90,849 shares 90,849 $28.1M 0.54% +269 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 33,763 shares; 2025Q1: 208,130 shares; 2025Q2: 215,032 shares; 2025Q3: 233,903 shares; 2025Q4: 255,665 shares 255,665 $26.2M 0.5% +21,762 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: 53,244 shares; 2024Q4: 55,537 shares; 2025Q1: 52,926 shares; 2025Q2: 54,561 shares; 2025Q3: 57,675 shares; 2025Q4: 55,620 shares 55,620 $22M 0.42% -2,055 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: 48,763 shares; 2024Q4: 49,769 shares; 2025Q1: 17,683 shares; 2025Q2: 20,140 shares; 2025Q3: 25,067 shares; 2025Q4: 29,900 shares 29,900 $19.7M 0.38% +4,833 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: 31,463 shares; 2024Q4: 30,529 shares; 2025Q1: 34,731 shares; 2025Q2: 36,006 shares; 2025Q3: 31,513 shares; 2025Q4: 32,361 shares 32,361 $18.5M 0.36% +848 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: 224,221 shares; 2024Q4: 207,704 shares; 2025Q1: 207,704 shares; 2025Q2: 206,701 shares; 2025Q3: 206,701 shares; 2025Q4: 206,701 shares 206,701 $16.8M 0.32% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,263 shares; 2024Q4: 78,841 shares; 2025Q1: 73,364 shares; 2025Q2: 74,996 shares; 2025Q3: 76,841 shares; 2025Q4: 78,763 shares 78,763 $16.3M 0.31% +1,922 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: 19,392 shares; 2024Q4: 19,147 shares; 2025Q1: 20,013 shares; 2025Q2: 23,298 shares; 2025Q3: 22,708 shares; 2025Q4: 30,729 shares 30,729 $15.4M 0.3% +8,021 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: 258,833 shares; 2024Q4: 264,334 shares; 2025Q1: 270,074 shares; 2025Q2: 249,576 shares; 2025Q3: 234,223 shares; 2025Q4: 254,784 shares 254,784 $15.3M 0.29% +20,561 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,084 shares; 2025Q1: 9,773 shares; 2025Q2: 18,587 shares; 2025Q3: 102,069 shares; 2025Q4: 345,222 shares 345,222 $14.7M 0.28% +243,153 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: 19,459 shares; 2024Q4: 18,295 shares; 2025Q1: 22,214 shares; 2025Q2: 23,156 shares; 2025Q3: 24,158 shares; 2025Q4: 23,987 shares 23,987 $14.7M 0.28% -171 Timeline IGOV 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: 13,953 shares; 2025Q2: 134,056 shares; 2025Q3: 255,706 shares; 2025Q4: 329,024 shares 329,024 $13.7M 0.26% +73,318 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: 99,336 shares; 2024Q4: 113,108 shares; 2025Q1: 128,544 shares; 2025Q2: 165,184 shares; 2025Q3: 214,748 shares; 2025Q4: 210,607 shares 210,607 $13.6M 0.26% -4,141 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: 14,126 shares; 2024Q4: 22,081 shares; 2025Q1: 24,303 shares; 2025Q2: 32,309 shares; 2025Q3: 35,519 shares; 2025Q4: 38,133 shares 38,133 $13.2M 0.25% +2,614 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: 26,786 shares; 2024Q4: 27,838 shares; 2025Q1: 28,577 shares; 2025Q2: 33,502 shares; 2025Q3: 37,252 shares; 2025Q4: 38,596 shares 38,596 $12.4M 0.24% +1,344 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,246 shares; 2024Q4: 41,726 shares; 2025Q1: 78,773 shares; 2025Q2: 87,398 shares; 2025Q3: 93,524 shares; 2025Q4: 138,211 shares 138,211 $12.2M 0.24% +44,687 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: 7,255 shares; 2024Q4: 7,466 shares; 2025Q1: 7,658 shares; 2025Q2: 8,656 shares; 2025Q3: 10,248 shares; 2025Q4: 11,220 shares 11,220 $12.1M 0.23% +972 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: 311,565 shares; 2024Q4: 294,947 shares; 2025Q1: 249,339 shares; 2025Q2: 199,392 shares; 2025Q3: 155,340 shares; 2025Q4: 130,255 shares 130,255 $11.4M 0.22% -25,085 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,082 shares; 2024Q4: 25,577 shares; 2025Q1: 22,827 shares; 2025Q2: 22,225 shares; 2025Q3: 22,185 shares; 2025Q4: 21,909 shares 21,909 $11.2M 0.22% -276 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: 57,404 shares; 2024Q4: 58,254 shares; 2025Q1: 54,141 shares; 2025Q2: 53,149 shares; 2025Q3: 53,675 shares; 2025Q4: 55,033 shares 55,033 $10.7M 0.21% +1,358 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: 76,502 shares; 2024Q4: 73,422 shares; 2025Q1: 67,879 shares; 2025Q2: 66,698 shares; 2025Q3: 60,926 shares; 2025Q4: 67,773 shares 67,773 $10.4M 0.2% +6,847 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,086 shares; 2024Q4: 240,034 shares; 2025Q1: 282,524 shares; 2025Q2: 265,333 shares; 2025Q3: 229,637 shares; 2025Q4: 229,435 shares 229,435 $10.2M 0.2% -202 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,023 shares; 2025Q1: 20,995 shares; 2025Q2: 26,042 shares; 2025Q3: 37,402 shares; 2025Q4: 100,023 shares 100,023 $10M 0.19% +62,621 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: 13,281 shares; 2024Q4: 14,101 shares; 2025Q1: 21,791 shares; 2025Q2: 23,290 shares; 2025Q3: 24,876 shares; 2025Q4: 28,430 shares 28,430 $9.97M 0.19% +3,554 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: 3,322 shares; 2024Q4: 3,149 shares; 2025Q1: 2,779 shares; 2025Q2: 2,684 shares; 2025Q3: 2,670 shares; 2025Q4: 2,570 shares 2,570 $8.72M 0.17% -100 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,197 shares; 2025Q2: 7,965 shares; 2025Q3: 10,508 shares; 2025Q4: 50,132 shares 50,132 $8.59M 0.17% +39,624 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: 24,035 shares; 2024Q4: 24,074 shares; 2025Q1: 24,924 shares; 2025Q2: 25,683 shares; 2025Q3: 30,551 shares; 2025Q4: 34,645 shares 34,645 $8.53M 0.16% +4,094 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: 13,166 shares; 2024Q4: 13,195 shares; 2025Q1: 88,867 shares; 2025Q2: 95,519 shares; 2025Q3: 95,368 shares; 2025Q4: 168,177 shares 168,177 $8.39M 0.16% +72,809 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: 35,541 shares; 2024Q4: 34,001 shares; 2025Q1: 31,108 shares; 2025Q2: 31,068 shares; 2025Q3: 30,680 shares; 2025Q4: 30,578 shares 30,578 $8.29M 0.16% -102 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,811 shares; 2024Q4: 82,813 shares; 2025Q1: 86,228 shares; 2025Q2: 86,334 shares; 2025Q3: 100,685 shares; 2025Q4: 114,200 shares 114,200 $8.18M 0.16% +13,515 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,788 shares; 2024Q4: 112,025 shares; 2025Q1: 115,466 shares; 2025Q2: 118,307 shares; 2025Q3: 92,972 shares; 2025Q4: 66,654 shares 66,654 $8.06M 0.16% -26,318 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: 13,433 shares; 2024Q4: 15,348 shares; 2025Q1: 10,272 shares; 2025Q2: 14,541 shares; 2025Q3: 15,022 shares; 2025Q4: 16,470 shares 16,470 $7.41M 0.14% +1,448 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: 15,190 shares; 2024Q4: 14,940 shares; 2025Q1: 57,393 shares; 2025Q2: 82,173 shares; 2025Q3: 96,147 shares; 2025Q4: 97,689 shares 97,689 $7.37M 0.14% +1,542 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: 19,926 shares; 2024Q4: 22,482 shares; 2025Q1: 23,874 shares; 2025Q2: 28,632 shares; 2025Q3: 30,208 shares; 2025Q4: 29,957 shares 29,957 $6.84M 0.13% -251 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: 52,545 shares; 2024Q4: 50,628 shares; 2025Q1: 45,286 shares; 2025Q2: 45,875 shares; 2025Q3: 45,536 shares; 2025Q4: 46,139 shares 46,139 $6.69M 0.13% +603 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: 41,244 shares; 2024Q4: 43,672 shares; 2025Q1: 39,094 shares; 2025Q2: 40,228 shares; 2025Q3: 43,040 shares; 2025Q4: 43,168 shares 43,168 $6.58M 0.13% +128 Timeline GNR 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: 28,329 shares; 2024Q4: 109,269 shares; 2025Q1: 83,655 shares; 2025Q2: 94,974 shares; 2025Q3: 101,560 shares; 2025Q4: 105,828 shares 105,828 $6.58M 0.13% +4,268 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: 31,354 shares; 2024Q4: 29,996 shares; 2025Q1: 27,322 shares; 2025Q2: 26,940 shares; 2025Q3: 26,988 shares; 2025Q4: 27,082 shares 27,082 $6.53M 0.13% +94 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: 20,244 shares; 2024Q4: 19,622 shares; 2025Q1: 18,158 shares; 2025Q2: 18,316 shares; 2025Q3: 19,172 shares; 2025Q4: 19,187 shares 19,187 $6.33M 0.12% +15 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,942 shares; 2024Q4: 23,956 shares; 2025Q1: 22,816 shares; 2025Q2: 22,836 shares; 2025Q3: 57,677 shares; 2025Q4: 61,031 shares 61,031 $6.32M 0.12% +3,354 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,574 shares; 2024Q4: 127,088 shares; 2025Q1: 136,787 shares; 2025Q2: 142,860 shares; 2025Q3: 137,457 shares; 2025Q4: 162,976 shares 162,976 $6.29M 0.12% +25,519 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: 6,436 shares; 2024Q4: 6,666 shares; 2025Q1: 6,625 shares; 2025Q2: 6,797 shares; 2025Q3: 7,099 shares; 2025Q4: 7,085 shares 7,085 $6.23M 0.12% -14 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: 25,995 shares; 2024Q4: 25,331 shares; 2025Q1: 26,258 shares; 2025Q2: 28,594 shares; 2025Q3: 28,343 shares; 2025Q4: 28,080 shares 28,080 $6.16M 0.12% -263 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 8 shares 8 $6.04M 0.12% +4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,470 shares; 2025Q1: 33,735 shares; 2025Q2: 76,292 shares; 2025Q3: 102,101 shares; 2025Q4: 120,811 shares 120,811 $6M 0.12% +18,710 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: 48,802 shares; 2024Q4: 45,366 shares; 2025Q1: 63,932 shares; 2025Q2: 66,385 shares; 2025Q3: 79,556 shares; 2025Q4: 69,482 shares 69,482 $5.96M 0.11% -10,074 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,572 shares; 2024Q4: 24,673 shares; 2025Q1: 22,495 shares; 2025Q2: 22,059 shares; 2025Q3: 21,463 shares; 2025Q4: 20,889 shares 20,889 $5.7M 0.11% -574 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: 87,612 shares; 2024Q4: 87,719 shares; 2025Q1: 80,482 shares; 2025Q2: 58,531 shares; 2025Q3: 58,754 shares; 2025Q4: 58,788 shares 58,788 $5.66M 0.11% +34 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: 37,030 shares; 2024Q4: 36,862 shares; 2025Q1: 37,351 shares; 2025Q2: 40,983 shares; 2025Q3: 45,099 shares; 2025Q4: 46,738 shares 46,738 $5.62M 0.11% +1,639 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: 17,864 shares; 2024Q4: 16,863 shares; 2025Q1: 15,238 shares; 2025Q2: 15,226 shares; 2025Q3: 13,330 shares; 2025Q4: 12,968 shares 12,968 $5.53M 0.11% -362 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: 12,745 shares; 2024Q4: 12,745 shares; 2025Q1: 12,745 shares; 2025Q2: 12,745 shares; 2025Q3: 12,745 shares; 2025Q4: 38,344 shares 38,344 $5.52M 0.11% +25,599 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: 4,098 shares; 2024Q4: 4,144 shares; 2025Q1: 4,092 shares; 2025Q2: 4,626 shares; 2025Q3: 4,938 shares; 2025Q4: 58,109 shares 58,109 $5.45M 0.1% +53,171 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: 11,733 shares; 2024Q4: 11,733 shares; 2025Q1: 11,733 shares; 2025Q2: 14,482 shares; 2025Q3: 14,489 shares; 2025Q4: 14,497 shares 14,497 $5.41M 0.1% +8 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: 20,801 shares; 2024Q4: 21,073 shares; 2025Q1: 21,594 shares; 2025Q2: 22,541 shares; 2025Q3: 24,564 shares; 2025Q4: 31,528 shares 31,528 $5.39M 0.1% +6,964 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 10,934 shares; 2025Q1: 10,117 shares; 2025Q2: 9,861 shares; 2025Q3: 9,523 shares; 2025Q4: 9,200 shares 9,200 $5.28M 0.1% -323 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: 44,868 shares; 2024Q4: 42,410 shares; 2025Q1: 42,153 shares; 2025Q2: 42,801 shares; 2025Q3: 44,545 shares; 2025Q4: 43,905 shares 43,905 $5.03M 0.1% -640 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: 33,512 shares; 2024Q4: 38,039 shares; 2025Q1: 37,132 shares; 2025Q2: 38,936 shares; 2025Q3: 33,705 shares; 2025Q4: 34,770 shares 34,770 $4.98M 0.1% +1,065 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: 20,425 shares; 2024Q4: 22,692 shares; 2025Q1: 23,720 shares; 2025Q2: 29,121 shares; 2025Q3: 38,607 shares; 2025Q4: 44,498 shares 44,498 $4.97M 0.1% +5,891 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: 20,455 shares; 2025Q1: 22,854 shares; 2025Q2: 23,802 shares; 2025Q3: 22,856 shares; 2025Q4: 28,786 shares 28,786 $4.88M 0.09% +5,930 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: not reported; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 5,217 shares; 2025Q3: 7,886 shares; 2025Q4: 10,103 shares 10,103 $4.78M 0.09% +2,217 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: 10,752 shares; 2024Q4: 23,121 shares; 2025Q1: 23,137 shares; 2025Q2: 23,444 shares; 2025Q3: 24,069 shares; 2025Q4: 24,853 shares 24,853 $4.76M 0.09% +784 Timeline PGF 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: 293,826 shares; 2024Q4: 304,703 shares; 2025Q1: 300,903 shares; 2025Q2: 318,111 shares; 2025Q3: 318,324 shares; 2025Q4: 334,076 shares 334,076 $4.72M 0.09% +15,752 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: 9,573 shares; 2024Q4: 9,619 shares; 2025Q1: 9,558 shares; 2025Q2: 9,818 shares; 2025Q3: 10,836 shares; 2025Q4: 12,177 shares 12,177 $4.5M 0.09% +1,341 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: 18,188 shares; 2024Q4: 17,430 shares; 2025Q1: 15,756 shares; 2025Q2: 14,837 shares; 2025Q3: 13,890 shares; 2025Q4: 13,807 shares 13,807 $4.47M 0.09% -83 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: 34,649 shares; 2024Q4: 45,360 shares; 2025Q1: 67,573 shares; 2025Q2: 70,727 shares; 2025Q3: 78,845 shares; 2025Q4: 79,281 shares 79,281 $4.36M 0.08% +436 Timeline ESGE 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: 38,602 shares; 2024Q4: 98,797 shares; 2025Q1: 98,813 shares; 2025Q2: 99,050 shares; 2025Q3: 99,049 shares; 2025Q4: 97,881 shares 97,881 $4.32M 0.08% -1,168 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,963 shares; 2025Q1: 2,070 shares; 2025Q2: 3,276 shares; 2025Q3: 4,405 shares; 2025Q4: 4,948 shares 4,948 $4.27M 0.08% +543 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: 59,930 shares; 2024Q4: 59,189 shares; 2025Q1: 54,908 shares; 2025Q2: 54,007 shares; 2025Q3: 52,010 shares; 2025Q4: 52,855 shares 52,855 $4.18M 0.08% +845 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: 6,637 shares; 2024Q4: 6,754 shares; 2025Q1: 6,675 shares; 2025Q2: 7,074 shares; 2025Q3: 5,963 shares; 2025Q4: 5,978 shares 5,978 $3.96M 0.08% +15 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,301 shares; 2024Q4: 90,089 shares; 2025Q1: 81,603 shares; 2025Q2: 79,382 shares; 2025Q3: 75,849 shares; 2025Q4: 74,803 shares 74,803 $3.95M 0.08% -1,046 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 10,257 shares; 2025Q1: 10,867 shares; 2025Q2: 10,867 shares; 2025Q3: 10,047 shares; 2025Q4: 8,081 shares 8,081 $3.94M 0.08% -1,966 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,503 shares; 2024Q4: 171,503 shares; 2025Q1: 171,503 shares; 2025Q2: 175,003 shares; 2025Q3: 276,003 shares; 2025Q4: 353,003 shares 353,003 $3.74M 0.07% +77,000 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: 13,954 shares; 2024Q4: 14,094 shares; 2025Q1: 13,132 shares; 2025Q2: 13,030 shares; 2025Q3: 14,817 shares; 2025Q4: 20,154 shares 20,154 $3.7M 0.07% +5,337 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,656 shares; 2025Q1: not reported; 2025Q2: 3,532 shares; 2025Q3: 5,755 shares; 2025Q4: 12,651 shares 12,651 $3.61M 0.07% +6,896 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,167 shares; 2024Q4: 21,075 shares; 2025Q1: 21,075 shares; 2025Q2: 21,075 shares; 2025Q3: 21,075 shares; 2025Q4: 21,075 shares 21,075 $3.54M 0.07% 0 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: 9,551 shares; 2024Q4: 9,120 shares; 2025Q1: 8,213 shares; 2025Q2: 9,296 shares; 2025Q3: 9,182 shares; 2025Q4: 10,023 shares 10,023 $3.51M 0.07% +841 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: 29,123 shares; 2024Q4: 31,860 shares; 2025Q1: 32,869 shares; 2025Q2: 37,339 shares; 2025Q3: 38,425 shares; 2025Q4: 64,004 shares 64,004 $3.51M 0.07% +25,579 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,360 shares; 2024Q4: 171,360 shares; 2025Q1: 171,360 shares; 2025Q2: 171,360 shares; 2025Q3: 171,360 shares; 2025Q4: 171,360 shares 171,360 $3.49M 0.07% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 11,009 shares; 2025Q1: 12,530 shares; 2025Q2: 12,294 shares; 2025Q3: 18,985 shares; 2025Q4: 11,879 shares 11,879 $3.45M 0.07% -7,106 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: 5,320 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,396 shares; 2025Q4: 4,550 shares 4,550 $3.43M 0.07% +154 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,459 shares; 2025Q1: 3,800 shares; 2025Q2: 4,302 shares; 2025Q3: 4,312 shares; 2025Q4: 22,156 shares 22,156 $3.39M 0.07% +17,844 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: not reported; 2024Q4: 827 shares; 2025Q1: 1,286 shares; 2025Q2: 2,160 shares; 2025Q3: 12,085 shares; 2025Q4: 11,755 shares 11,755 $3.38M 0.06% -330 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: 8,146 shares; 2024Q4: 7,913 shares; 2025Q1: 8,267 shares; 2025Q2: 9,011 shares; 2025Q3: 9,300 shares; 2025Q4: 10,264 shares 10,264 $3.36M 0.06% +964 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,299 shares; 2025Q3: 41,799 shares; 2025Q4: 80,725 shares 80,725 $3.35M 0.06% +38,926 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 2,885 shares; 2025Q1: 2,567 shares; 2025Q2: 2,408 shares; 2025Q3: 2,312 shares; 2025Q4: 2,388 shares 2,388 $3.33M 0.06% +76 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: 33,204 shares; 2024Q4: 35,377 shares; 2025Q1: 35,940 shares; 2025Q2: 34,432 shares; 2025Q3: 42,026 shares; 2025Q4: 43,154 shares 43,154 $3.32M 0.06% +1,128 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,089 shares; 2024Q4: 48,611 shares; 2025Q1: 43,824 shares; 2025Q2: 42,306 shares; 2025Q3: 41,016 shares; 2025Q4: 40,415 shares 40,415 $3.31M 0.06% -601 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,307 shares; 2024Q4: 46,047 shares; 2025Q1: 41,125 shares; 2025Q2: 40,111 shares; 2025Q3: 38,170 shares; 2025Q4: 36,779 shares 36,779 $3.21M 0.06% -1,391 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: 5,680 shares; 2024Q4: 7,450 shares; 2025Q1: 7,257 shares; 2025Q2: 7,541 shares; 2025Q3: 8,908 shares; 2025Q4: 10,329 shares 10,329 $3.16M 0.06% +1,421 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: 26,986 shares; 2024Q4: 25,280 shares; 2025Q1: 26,985 shares; 2025Q2: 75,496 shares; 2025Q3: 76,793 shares; 2025Q4: 78,214 shares 78,214 $3.1M 0.06% +1,421 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: 13,724 shares; 2024Q4: 18,027 shares; 2025Q1: 17,749 shares; 2025Q2: 25,796 shares; 2025Q3: 27,405 shares; 2025Q4: 28,736 shares 28,736 $3.05M 0.06% +1,331 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 13,643 shares; 2025Q1: 15,052 shares; 2025Q2: 16,066 shares; 2025Q3: 21,307 shares; 2025Q4: 21,335 shares 21,335 $3.01M 0.06% +28 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,374 shares; 2024Q4: 240,374 shares; 2025Q1: 240,374 shares; 2025Q2: 249,824 shares; 2025Q3: 249,840 shares; 2025Q4: 253,679 shares 253,679 $3M 0.06% +3,839 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,089 shares; 2024Q4: 247,089 shares; 2025Q1: 247,089 shares; 2025Q2: 255,089 shares; 2025Q3: 255,089 shares; 2025Q4: 255,089 shares 255,089 $2.97M 0.06% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,277 shares; 2024Q4: 9,277 shares; 2025Q1: 9,277 shares; 2025Q2: 8,435 shares; 2025Q3: 8,435 shares; 2025Q4: 10,200 shares 10,200 $2.94M 0.06% +1,765 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,681 shares; 2025Q1: 24,462 shares; 2025Q2: 30,496 shares; 2025Q3: 31,643 shares; 2025Q4: 34,723 shares 34,723 $2.93M 0.06% +3,080 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: 3,447 shares; 2025Q1: 13,554 shares; 2025Q2: 21,593 shares; 2025Q3: 21,601 shares; 2025Q4: 22,344 shares 22,344 $2.93M 0.06% +743 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,191 shares; 2024Q4: 19,501 shares; 2025Q1: 19,501 shares; 2025Q2: 19,501 shares; 2025Q3: 19,500 shares; 2025Q4: 19,501 shares 19,501 $2.9M 0.06% +1 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,381 shares; 2024Q4: 11,307 shares; 2025Q1: 12,210 shares; 2025Q2: 15,356 shares; 2025Q3: 20,728 shares; 2025Q4: 24,873 shares 24,873 $2.83M 0.05% +4,145 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 3,453 shares; 2025Q3: 3,635 shares; 2025Q4: 4,613 shares 4,613 $2.79M 0.05% +978 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: 9,831 shares; 2024Q4: 13,547 shares; 2025Q1: 14,494 shares; 2025Q2: 17,378 shares; 2025Q3: 20,844 shares; 2025Q4: 28,992 shares 28,992 $2.78M 0.05% +8,148 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,259 shares 112,259 $2.78M 0.05% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,531 shares; 2024Q4: 50,449 shares; 2025Q1: 55,931 shares; 2025Q2: 56,081 shares; 2025Q3: 78,954 shares; 2025Q4: 56,891 shares 56,891 $2.74M 0.05% -22,063 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: 16,013 shares; 2024Q4: 18,889 shares; 2025Q1: 19,375 shares; 2025Q2: 22,433 shares; 2025Q3: 22,354 shares; 2025Q4: 21,063 shares 21,063 $2.64M 0.05% -1,291 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,529 shares 204,529 $2.64M 0.05% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,868 shares; 2025Q4: 67,303 shares 67,303 $2.63M 0.05% -1,565 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: 29,430 shares; 2024Q4: 88,290 shares; 2025Q1: 88,290 shares; 2025Q2: 88,290 shares; 2025Q3: 88,290 shares; 2025Q4: 88,290 shares 88,290 $2.61M 0.05% 0 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: 17,088 shares; 2024Q4: 17,316 shares; 2025Q1: 17,316 shares; 2025Q2: 17,399 shares; 2025Q3: 29,205 shares; 2025Q4: 29,202 shares 29,202 $2.61M 0.05% -3 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: 9,575 shares; 2024Q4: 9,668 shares; 2025Q1: 9,737 shares; 2025Q2: 9,946 shares; 2025Q3: 9,852 shares; 2025Q4: 11,272 shares 11,272 $2.61M 0.05% +1,420 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: 12,761 shares; 2024Q4: 12,488 shares; 2025Q1: 13,016 shares; 2025Q2: 10,755 shares; 2025Q3: 14,990 shares; 2025Q4: 14,624 shares 14,624 $2.6M 0.05% -366 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 11,571 shares; 2025Q1: 11,708 shares; 2025Q2: 11,734 shares; 2025Q3: 11,948 shares; 2025Q4: 11,937 shares 11,937 $2.59M 0.05% -11 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: 5,853 shares; 2024Q4: 7,885 shares; 2025Q1: 8,023 shares; 2025Q2: 9,268 shares; 2025Q3: 8,394 shares; 2025Q4: 8,413 shares 8,413 $2.56M 0.05% +19 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 3,334 shares; 2025Q1: 3,737 shares; 2025Q2: 6,779 shares; 2025Q3: 7,521 shares; 2025Q4: 8,136 shares 8,136 $2.51M 0.05% +615 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: 4,216 shares; 2024Q4: 4,380 shares; 2025Q1: 4,548 shares; 2025Q2: 4,864 shares; 2025Q3: 4,965 shares; 2025Q4: 4,742 shares 4,742 $2.48M 0.05% -223 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,961 shares; 2024Q4: 152,928 shares; 2025Q1: 148,207 shares; 2025Q2: 156,300 shares; 2025Q3: 133,380 shares; 2025Q4: 130,844 shares 130,844 $2.47M 0.05% -2,536 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 8,519 shares; 2025Q1: 8,411 shares; 2025Q2: 8,763 shares; 2025Q3: 8,944 shares; 2025Q4: 13,596 shares 13,596 $2.45M 0.05% +4,652 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: 11,553 shares; 2024Q4: 12,197 shares; 2025Q1: 12,747 shares; 2025Q2: 12,498 shares; 2025Q3: 16,717 shares; 2025Q4: 19,699 shares 19,699 $2.43M 0.05% +2,982 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: 6,431 shares; 2024Q4: 6,611 shares; 2025Q1: 7,043 shares; 2025Q2: 7,133 shares; 2025Q3: 7,418 shares; 2025Q4: 14,934 shares 14,934 $2.4M 0.05% +7,516 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,456 shares; 2024Q4: 11,568 shares; 2025Q1: 11,830 shares; 2025Q2: 13,147 shares; 2025Q3: 13,372 shares; 2025Q4: 13,543 shares 13,543 $2.38M 0.05% +171 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: 6,532 shares; 2024Q4: 10,260 shares; 2025Q1: 9,873 shares; 2025Q2: 9,900 shares; 2025Q3: 10,409 shares; 2025Q4: 11,125 shares 11,125 $2.38M 0.05% +716 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: 32,083 shares; 2024Q4: 32,348 shares; 2025Q1: 32,588 shares; 2025Q2: 32,213 shares; 2025Q3: 42,047 shares; 2025Q4: 36,068 shares 36,068 $2.38M 0.05% -5,979 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: 8,867 shares; 2024Q4: 9,321 shares; 2025Q1: 9,570 shares; 2025Q2: 9,813 shares; 2025Q3: 11,113 shares; 2025Q4: 10,932 shares 10,932 $2.37M 0.05% -181 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: 8,217 shares; 2024Q4: 8,147 shares; 2025Q1: 8,390 shares; 2025Q2: 9,710 shares; 2025Q3: 9,620 shares; 2025Q4: 10,278 shares 10,278 $2.36M 0.05% +658 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 5,243 shares; 2025Q4: 5,243 shares 5,243 $2.33M 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 3,243 shares; 2025Q1: 3,154 shares; 2025Q2: 3,456 shares; 2025Q3: 3,790 shares; 2025Q4: 4,012 shares 4,012 $2.3M 0.04% +222 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: 19,012 shares; 2024Q4: 57,036 shares; 2025Q1: 81,380 shares; 2025Q2: 84,810 shares; 2025Q3: 84,810 shares; 2025Q4: 85,265 shares 85,265 $2.29M 0.04% +455 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,182 shares; 2025Q3: 9,140 shares; 2025Q4: 7,614 shares 7,614 $2.29M 0.04% -1,526 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,887 shares; 2024Q4: 96,535 shares; 2025Q1: 96,716 shares; 2025Q2: 97,437 shares; 2025Q3: 97,350 shares; 2025Q4: 98,823 shares 98,823 $2.28M 0.04% +1,473 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,800 shares; 2024Q4: 27,220 shares; 2025Q1: 24,994 shares; 2025Q2: 23,489 shares; 2025Q3: 25,739 shares; 2025Q4: 25,515 shares 25,515 $2.27M 0.04% -224 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: 4,048 shares; 2024Q4: 4,128 shares; 2025Q1: 3,971 shares; 2025Q2: 5,131 shares; 2025Q3: 5,890 shares; 2025Q4: 6,552 shares 6,552 $2.25M 0.04% +662 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: 11,829 shares; 2024Q4: 12,202 shares; 2025Q1: 12,627 shares; 2025Q2: 13,650 shares; 2025Q3: 13,828 shares; 2025Q4: 14,079 shares 14,079 $2.25M 0.04% +251 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,485 shares; 2025Q1: 10,485 shares; 2025Q2: 10,485 shares; 2025Q3: 10,485 shares; 2025Q4: 175,662 shares 175,662 $2.25M 0.04% +165,177 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: 8,783 shares; 2024Q4: 8,783 shares; 2025Q1: 8,783 shares; 2025Q2: 11,880 shares; 2025Q3: 18,581 shares; 2025Q4: 18,677 shares 18,677 $2.24M 0.04% +96 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: 2,291 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 8,006 shares; 2025Q3: 8,744 shares; 2025Q4: 10,567 shares 10,567 $2.22M 0.04% +1,823 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: 12,108 shares; 2024Q4: 12,116 shares; 2025Q1: 12,158 shares; 2025Q2: 15,301 shares; 2025Q3: 15,320 shares; 2025Q4: 15,349 shares 15,349 $2.2M 0.04% +29 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,727 shares; 2024Q4: 141,676 shares; 2025Q1: 142,283 shares; 2025Q2: 143,944 shares; 2025Q3: 142,174 shares; 2025Q4: 143,363 shares 143,363 $2.15M 0.04% +1,189 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,768 shares; 2025Q1: 5,332 shares; 2025Q2: 6,725 shares; 2025Q3: 10,720 shares; 2025Q4: 8,170 shares 8,170 $2.11M 0.04% -2,550 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 58,300 shares; 2025Q2: 57,707 shares; 2025Q3: 57,903 shares; 2025Q4: 58,690 shares 58,690 $2.09M 0.04% +787 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: 32,090 shares; 2024Q4: 71,265 shares; 2025Q1: 71,067 shares; 2025Q2: 84,174 shares; 2025Q3: 83,889 shares; 2025Q4: 86,313 shares 86,313 $2.07M 0.04% +2,424 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: 4,852 shares; 2024Q4: 5,469 shares; 2025Q1: 5,622 shares; 2025Q2: 6,738 shares; 2025Q3: 6,224 shares; 2025Q4: 7,611 shares 7,611 $2.02M 0.04% +1,387 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: 4,804 shares; 2025Q2: 8,590 shares; 2025Q3: 11,182 shares; 2025Q4: 11,123 shares 11,123 $1.98M 0.04% -59 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: 907 shares; 2024Q4: 919 shares; 2025Q1: 1,021 shares; 2025Q2: 1,657 shares; 2025Q3: 2,304 shares; 2025Q4: 2,082 shares 2,082 $1.94M 0.04% -222 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,161 shares; 2025Q1: 6,314 shares; 2025Q2: 6,246 shares; 2025Q3: 6,105 shares; 2025Q4: 6,673 shares 6,673 $1.94M 0.04% +568 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: 17,412 shares; 2024Q4: 16,666 shares; 2025Q1: 15,136 shares; 2025Q2: 14,954 shares; 2025Q3: 9,621 shares; 2025Q4: 9,956 shares 9,956 $1.93M 0.04% +335 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,869 shares; 2024Q4: 150,458 shares; 2025Q1: 150,763 shares; 2025Q2: 152,002 shares; 2025Q3: 152,528 shares; 2025Q4: 153,197 shares 153,197 $1.91M 0.04% +669 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,962 shares; 2025Q3: 67,962 shares; 2025Q4: 69,077 shares 69,077 $1.9M 0.04% +1,115 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: 5,060 shares; 2024Q4: 5,040 shares; 2025Q1: 4,953 shares; 2025Q2: 4,409 shares; 2025Q3: 5,012 shares; 2025Q4: 5,367 shares 5,367 $1.89M 0.04% +355 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 12,385 shares; 2025Q1: 12,371 shares; 2025Q2: 13,344 shares; 2025Q3: 13,308 shares; 2025Q4: 14,261 shares 14,261 $1.89M 0.04% +953 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: 15,338 shares; 2024Q4: 22,037 shares; 2025Q1: 21,377 shares; 2025Q2: 23,844 shares; 2025Q3: 25,114 shares; 2025Q4: 26,788 shares 26,788 $1.87M 0.04% +1,674 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,090 shares; 2025Q3: 9,089 shares; 2025Q4: 9,090 shares 9,090 $1.86M 0.04% +1 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: 5,022 shares; 2024Q4: 5,088 shares; 2025Q1: 4,959 shares; 2025Q2: 5,724 shares; 2025Q3: 5,641 shares; 2025Q4: 6,877 shares 6,877 $1.85M 0.04% +1,236 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,751 shares; 2024Q4: 39,618 shares; 2025Q1: 35,559 shares; 2025Q2: 31,577 shares; 2025Q3: 31,232 shares; 2025Q4: 28,687 shares 28,687 $1.84M 0.04% -2,545 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 8,196 shares; 2025Q1: 8,151 shares; 2025Q2: 7,759 shares; 2025Q3: 7,963 shares; 2025Q4: 8,342 shares 8,342 $1.83M 0.04% +379 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: not reported; 2024Q4: 21,692 shares; 2025Q1: 30,359 shares; 2025Q2: 31,635 shares; 2025Q3: 31,658 shares; 2025Q4: 31,166 shares 31,166 $1.83M 0.04% -492 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,594 shares; 2024Q4: 30,080 shares; 2025Q1: 30,250 shares; 2025Q2: 30,392 shares; 2025Q3: 30,414 shares; 2025Q4: 33,239 shares 33,239 $1.82M 0.03% +2,825 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: 52,572 shares; 2024Q4: 52,572 shares; 2025Q1: 52,572 shares; 2025Q2: 52,572 shares; 2025Q3: 52,572 shares; 2025Q4: 52,572 shares 52,572 $1.81M 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,070 shares; 2025Q1: 2,991 shares; 2025Q2: 3,789 shares; 2025Q3: 3,727 shares; 2025Q4: 3,746 shares 3,746 $1.8M 0.03% +19 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: 5,100 shares; 2024Q4: 5,500 shares; 2025Q1: 6,200 shares; 2025Q2: 8,250 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares 8,270 $1.78M 0.03% 0 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: 2,306 shares; 2024Q4: 2,533 shares; 2025Q1: 3,212 shares; 2025Q2: 3,613 shares; 2025Q3: 3,604 shares; 2025Q4: 3,719 shares 3,719 $1.74M 0.03% +115 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: 2,776 shares; 2024Q4: 6,060 shares; 2025Q1: 6,952 shares; 2025Q2: 8,538 shares; 2025Q3: 8,085 shares; 2025Q4: 9,461 shares 9,461 $1.74M 0.03% +1,376 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: 5,856 shares; 2024Q4: 5,900 shares; 2025Q1: 6,135 shares; 2025Q2: 6,492 shares; 2025Q3: 6,694 shares; 2025Q4: 6,715 shares 6,715 $1.74M 0.03% +21 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 7,729 shares 7,729 $1.74M 0.03% +3,798 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: 15,563 shares; 2024Q4: 15,658 shares; 2025Q1: 15,659 shares; 2025Q2: 18,730 shares; 2025Q3: 20,036 shares; 2025Q4: 19,752 shares 19,752 $1.73M 0.03% -284 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: 9,159 shares; 2024Q4: 9,425 shares; 2025Q1: 11,498 shares; 2025Q2: 20,692 shares; 2025Q3: 21,302 shares; 2025Q4: 20,896 shares 20,896 $1.7M 0.03% -406 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: 12,681 shares; 2024Q4: 12,482 shares; 2025Q1: 12,347 shares; 2025Q2: 12,372 shares; 2025Q3: 12,345 shares; 2025Q4: 10,872 shares 10,872 $1.68M 0.03% -1,473 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: 9,635 shares; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 10,771 shares; 2025Q3: 13,287 shares; 2025Q4: 14,757 shares 14,757 $1.68M 0.03% +1,470 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: 5,203 shares; 2024Q4: 9,246 shares; 2025Q1: 17,469 shares; 2025Q2: 16,497 shares; 2025Q3: 21,831 shares; 2025Q4: 21,983 shares 21,983 $1.63M 0.03% +152 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,212 shares; 2025Q1: 4,328 shares; 2025Q2: 8,426 shares; 2025Q3: 11,429 shares; 2025Q4: 13,952 shares 13,952 $1.63M 0.03% +2,523 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: 18,236 shares; 2024Q4: 18,323 shares; 2025Q1: 18,428 shares; 2025Q2: 18,472 shares; 2025Q3: 18,472 shares; 2025Q4: 21,102 shares 21,102 $1.63M 0.03% +2,630 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 6,367 shares; 2025Q1: 5,906 shares; 2025Q2: 6,134 shares; 2025Q3: 6,213 shares; 2025Q4: 27,748 shares 27,748 $1.62M 0.03% +21,535 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,346 shares; 2025Q1: 4,346 shares; 2025Q2: 4,346 shares; 2025Q3: 4,346 shares; 2025Q4: 13,684 shares 13,684 $1.61M 0.03% +9,338 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: 1,738 shares; 2024Q4: 1,810 shares; 2025Q1: 2,149 shares; 2025Q2: 3,360 shares; 2025Q3: 3,722 shares; 2025Q4: 5,136 shares 5,136 $1.61M 0.03% +1,414 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,037 shares; 2025Q3: 22,797 shares; 2025Q4: 22,463 shares 22,463 $1.6M 0.03% -334 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 567 shares; 2025Q1: 569 shares; 2025Q2: 545 shares; 2025Q3: 810 shares; 2025Q4: 1,491 shares 1,491 $1.6M 0.03% +681 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,514 shares; 2025Q4: 8,534 shares 8,534 $1.59M 0.03% +2,020 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,091 shares; 2025Q1: 8,176 shares; 2025Q2: 13,431 shares; 2025Q3: 13,690 shares; 2025Q4: 13,981 shares 13,981 $1.58M 0.03% +291 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 48,650 shares; 2025Q2: 51,140 shares; 2025Q3: 53,465 shares; 2025Q4: 54,861 shares 54,861 $1.56M 0.03% +1,396 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 5,896 shares; 2025Q1: 5,727 shares; 2025Q2: 5,544 shares; 2025Q3: 4,259 shares; 2025Q4: 3,996 shares 3,996 $1.55M 0.03% -263 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: 774 shares; 2024Q4: 1,087 shares; 2025Q1: 1,183 shares; 2025Q2: 1,611 shares; 2025Q3: 1,909 shares; 2025Q4: 2,744 shares 2,744 $1.55M 0.03% +835 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 5,179 shares 5,179 $1.55M 0.03% +3,439 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,261 shares 62,261 $1.5M 0.03% new 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: 32,156 shares; 2024Q4: 33,184 shares; 2025Q1: 34,309 shares; 2025Q2: 34,987 shares; 2025Q3: 15,861 shares; 2025Q4: 15,866 shares 15,866 $1.49M 0.03% +5 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 1,052 shares; 2025Q2: 1,738 shares; 2025Q3: 2,061 shares; 2025Q4: 2,232 shares 2,232 $1.46M 0.03% +171 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,912 shares; 2024Q4: 13,629 shares; 2025Q1: 14,175 shares; 2025Q2: 16,188 shares; 2025Q3: 15,914 shares; 2025Q4: 18,101 shares 18,101 $1.45M 0.03% +2,187 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: 27,000 shares; 2024Q4: 42,634 shares; 2025Q1: 42,638 shares; 2025Q2: 52,250 shares; 2025Q3: 60,112 shares; 2025Q4: 53,624 shares 53,624 $1.44M 0.03% -6,488 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,135 shares; 2024Q4: 62,206 shares; 2025Q1: 60,088 shares; 2025Q2: 60,397 shares; 2025Q3: 60,407 shares; 2025Q4: 60,636 shares 60,636 $1.43M 0.03% +229 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 10,747 shares; 2025Q1: 12,317 shares; 2025Q2: 20,328 shares; 2025Q3: 16,226 shares; 2025Q4: 14,058 shares 14,058 $1.35M 0.03% -2,168 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: 2,947 shares; 2024Q4: 2,982 shares; 2025Q1: 3,047 shares; 2025Q2: 3,601 shares; 2025Q3: 4,165 shares; 2025Q4: 4,552 shares 4,552 $1.35M 0.03% +387 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: 18,481 shares; 2024Q4: 15,279 shares; 2025Q1: 15,414 shares; 2025Q2: 19,074 shares; 2025Q3: 11,772 shares; 2025Q4: 13,478 shares 13,478 $1.35M 0.03% +1,706 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,487 shares; 2025Q1: 4,637 shares; 2025Q2: 4,943 shares; 2025Q3: 4,976 shares; 2025Q4: 4,504 shares 4,504 $1.28M 0.02% -472 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,704 shares; 2025Q3: 9,704 shares; 2025Q4: 9,704 shares 9,704 $1.28M 0.02% 0 Timeline MKAM 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: 40,391 shares; 2024Q4: 40,700 shares; 2025Q1: 40,819 shares; 2025Q2: 41,141 shares; 2025Q3: 41,361 shares; 2025Q4: 41,773 shares 41,773 $1.28M 0.02% +412 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: 2,196 shares; 2024Q4: 2,089 shares; 2025Q1: 2,210 shares; 2025Q2: 3,093 shares; 2025Q3: 3,514 shares; 2025Q4: 3,730 shares 3,730 $1.26M 0.02% +216 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: 2,615 shares; 2024Q4: 3,003 shares; 2025Q1: 3,695 shares; 2025Q2: 7,472 shares; 2025Q3: 7,926 shares; 2025Q4: 7,616 shares 7,616 $1.23M 0.02% -310 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,308 shares 10,308 $1.23M 0.02% new Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,493 shares; 2024Q4: 19,493 shares; 2025Q1: 19,493 shares; 2025Q2: 19,493 shares; 2025Q3: 19,493 shares; 2025Q4: 19,493 shares 19,493 $1.23M 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 9,011 shares; 2025Q3: 9,887 shares; 2025Q4: 8,942 shares 8,942 $1.22M 0.02% -945 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: 115,643 shares; 2024Q4: 110,545 shares; 2025Q1: 12,400 shares; 2025Q2: 11,671 shares; 2025Q3: 13,405 shares; 2025Q4: 27,142 shares 27,142 $1.21M 0.02% +13,737 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: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 5,745 shares 5,745 $1.2M 0.02% +3,622 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 5,430 shares; 2025Q3: 5,747 shares; 2025Q4: 7,724 shares 7,724 $1.2M 0.02% +1,977 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: 5,952 shares; 2024Q4: 6,251 shares; 2025Q1: 6,467 shares; 2025Q2: 9,466 shares; 2025Q3: 11,297 shares; 2025Q4: 11,959 shares 11,959 $1.19M 0.02% +662 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: 996 shares; 2024Q4: 1,132 shares; 2025Q1: 1,341 shares; 2025Q2: 2,214 shares; 2025Q3: 1,831 shares; 2025Q4: 2,468 shares 2,468 $1.19M 0.02% +637 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: 13,151 shares; 2024Q4: 13,182 shares; 2025Q1: 13,391 shares; 2025Q2: 13,432 shares; 2025Q3: 14,455 shares; 2025Q4: 14,484 shares 14,484 $1.19M 0.02% +29 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: 15,226 shares; 2024Q4: 10,283 shares; 2025Q1: 11,529 shares; 2025Q2: 25,316 shares; 2025Q3: 32,059 shares; 2025Q4: 31,302 shares 31,302 $1.16M 0.02% -757 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: 2,803 shares; 2024Q4: 3,541 shares; 2025Q1: 3,838 shares; 2025Q2: 6,470 shares; 2025Q3: 10,013 shares; 2025Q4: 12,024 shares 12,024 $1.15M 0.02% +2,011 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,064 shares; 2024Q4: 54,000 shares; 2025Q1: 54,008 shares; 2025Q2: 54,291 shares; 2025Q3: 227,326 shares; 2025Q4: 232,262 shares 232,262 $1.15M 0.02% +4,936 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: 28,853 shares; 2024Q4: 26,420 shares; 2025Q1: 24,258 shares; 2025Q2: 26,006 shares; 2025Q3: 30,486 shares; 2025Q4: 27,907 shares 27,907 $1.14M 0.02% -2,579 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: 5,393 shares; 2024Q4: 6,635 shares; 2025Q1: 6,657 shares; 2025Q2: 8,136 shares; 2025Q3: 10,950 shares; 2025Q4: 13,051 shares 13,051 $1.13M 0.02% +2,101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,643 shares; 2025Q3: 33,559 shares; 2025Q4: 31,770 shares 31,770 $1.09M 0.02% -1,789 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: 778 shares; 2024Q4: 955 shares; 2025Q1: 1,178 shares; 2025Q2: 1,352 shares; 2025Q3: 1,258 shares; 2025Q4: 1,332 shares 1,332 $1.09M 0.02% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,408 shares; 2025Q3: 4,556 shares; 2025Q4: 5,219 shares 5,219 $1.09M 0.02% +663 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: 108 shares; 2024Q4: 123 shares; 2025Q1: 142 shares; 2025Q2: 155 shares; 2025Q3: 176 shares; 2025Q4: 202 shares 202 $1.08M 0.02% +26 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: 4,545 shares; 2024Q4: 4,773 shares; 2025Q1: 5,097 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares 5,097 $1.08M 0.02% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,585 shares 22,585 $1.07M 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,615 shares; 2025Q1: 6,376 shares; 2025Q2: 6,187 shares; 2025Q3: 9,287 shares; 2025Q4: 9,613 shares 9,613 $1.06M 0.02% +326 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,810 shares 10,810 $1.05M 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,762 shares; 2025Q2: 2,611 shares; 2025Q3: 4,387 shares; 2025Q4: 6,761 shares 6,761 $1.04M 0.02% +2,374 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,639 shares; 2025Q1: 1,670 shares; 2025Q2: 3,178 shares; 2025Q3: 3,237 shares; 2025Q4: 4,169 shares 4,169 $1.03M 0.02% +932 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: not reported; 2024Q4: not reported; 2025Q1: 40,400 shares; 2025Q2: 31,159 shares; 2025Q3: 31,158 shares; 2025Q4: 31,159 shares 31,159 $1.02M 0.02% +1 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,129 shares; 2025Q1: 12,129 shares; 2025Q2: 12,546 shares; 2025Q3: 8,652 shares; 2025Q4: 13,240 shares 13,240 $1.01M 0.02% +4,588 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,349 shares; 2025Q3: 22,158 shares; 2025Q4: 22,158 shares 22,158 $1.01M 0.02% 0 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: 2,948 shares; 2024Q4: 3,016 shares; 2025Q1: 3,822 shares; 2025Q2: 5,927 shares; 2025Q3: 10,129 shares; 2025Q4: 8,346 shares 8,346 $1M 0.02% -1,783 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,353 shares; 2025Q3: 6,281 shares; 2025Q4: 7,382 shares 7,382 $1000K 0.02% +1,101 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 2,577 shares 2,577 $997K 0.02% -260 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: 35,558 shares; 2024Q4: 36,296 shares; 2025Q1: 36,092 shares; 2025Q2: 37,965 shares; 2025Q3: 46,025 shares; 2025Q4: 39,663 shares 39,663 $985K 0.02% -6,362 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: 6,190 shares; 2024Q4: 7,531 shares; 2025Q1: 7,652 shares; 2025Q2: 6,342 shares; 2025Q3: 8,147 shares; 2025Q4: 10,559 shares 10,559 $984K 0.02% +2,412 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 11,609 shares; 2025Q1: 11,624 shares; 2025Q2: 12,748 shares; 2025Q3: 13,192 shares; 2025Q4: 13,375 shares 13,375 $983K 0.02% +183 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,205 shares; 2024Q4: 24,174 shares; 2025Q1: 24,335 shares; 2025Q2: 25,550 shares; 2025Q3: 25,073 shares; 2025Q4: 25,093 shares 25,093 $983K 0.02% +20 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,240 shares; 2025Q1: 25,270 shares; 2025Q2: 22,663 shares; 2025Q3: 22,717 shares; 2025Q4: 12,414 shares 12,414 $978K 0.02% -10,303 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: 4,349 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 17,396 shares; 2025Q3: 17,396 shares; 2025Q4: 17,396 shares 17,396 $966K 0.02% 0 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: 6,052 shares; 2024Q4: 6,462 shares; 2025Q1: 6,912 shares; 2025Q2: 12,563 shares; 2025Q3: 12,854 shares; 2025Q4: 13,754 shares 13,754 $955K 0.02% +900 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,470 shares; 2025Q1: 5,198 shares; 2025Q2: 5,328 shares; 2025Q3: 6,240 shares; 2025Q4: 17,645 shares 17,645 $952K 0.02% +11,405 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,353 shares; 2025Q1: 3,170 shares; 2025Q2: 4,268 shares; 2025Q3: 4,750 shares; 2025Q4: 4,260 shares 4,260 $951K 0.02% -490 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: 1,220 shares; 2024Q4: 1,179 shares; 2025Q1: 1,466 shares; 2025Q2: 1,370 shares; 2025Q3: 1,753 shares; 2025Q4: 1,625 shares 1,625 $942K 0.02% -128 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,417 shares; 2025Q4: 57,586 shares 57,586 $928K 0.02% +30,169 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,787 shares 9,787 $920K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 9,514 shares; 2025Q1: 9,874 shares; 2025Q2: 7,580 shares; 2025Q3: 8,650 shares; 2025Q4: 10,892 shares 10,892 $917K 0.02% +2,242 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: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 6,150 shares; 2025Q3: 6,579 shares; 2025Q4: 6,579 shares 6,579 $916K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,062 shares; 2025Q3: 10,094 shares; 2025Q4: 22,218 shares 22,218 $914K 0.02% +12,124 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: 11,371 shares; 2024Q4: 11,371 shares; 2025Q1: 11,371 shares; 2025Q2: 12,322 shares; 2025Q3: 12,322 shares; 2025Q4: 12,322 shares 12,322 $914K 0.02% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,537 shares 12,537 $912K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 13,765 shares; 2025Q1: 13,917 shares; 2025Q2: 17,367 shares; 2025Q3: 16,594 shares; 2025Q4: 15,004 shares 15,004 $902K 0.02% -1,590 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: 2,027 shares; 2024Q4: 2,544 shares; 2025Q1: 2,885 shares; 2025Q2: 3,227 shares; 2025Q3: 1,579 shares; 2025Q4: 3,506 shares 3,506 $901K 0.02% +1,927 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 3,067 shares; 2025Q4: 3,178 shares 3,178 $900K 0.02% +111 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,978 shares; 2025Q1: 6,427 shares; 2025Q2: 10,043 shares; 2025Q3: 11,166 shares; 2025Q4: 10,988 shares 10,988 $898K 0.02% -178 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: not reported; 2025Q4: 5,524 shares 5,524 $896K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,798 shares; 2025Q3: 8,968 shares; 2025Q4: 8,958 shares 8,958 $885K 0.02% -10 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 8,350 shares; 2025Q3: 7,567 shares; 2025Q4: 7,614 shares 7,614 $866K 0.02% +47 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,859 shares; 2024Q4: 39,859 shares; 2025Q1: 39,859 shares; 2025Q2: 39,859 shares; 2025Q3: 39,858 shares; 2025Q4: 39,859 shares 39,859 $866K 0.02% +1 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 11,114 shares; 2025Q3: 10,895 shares; 2025Q4: 10,607 shares 10,607 $859K 0.02% -288 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: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 2,771 shares; 2025Q3: 4,635 shares; 2025Q4: 9,415 shares 9,415 $859K 0.02% +4,780 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,643 shares; 2025Q3: 3,002 shares; 2025Q4: 3,514 shares 3,514 $852K 0.02% +512 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,980 shares; 2025Q4: 14,342 shares 14,342 $850K 0.02% +10,362 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: 18,118 shares; 2024Q4: 18,118 shares; 2025Q1: 18,118 shares; 2025Q2: 18,118 shares; 2025Q3: 18,118 shares; 2025Q4: 18,118 shares 18,118 $844K 0.02% 0 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: 4,427 shares; 2024Q4: 4,269 shares; 2025Q1: 4,497 shares; 2025Q2: 5,669 shares; 2025Q3: 6,073 shares; 2025Q4: 5,177 shares 5,177 $843K 0.02% -896 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,073 shares; 2025Q1: 5,073 shares; 2025Q2: 6,056 shares; 2025Q3: 7,742 shares; 2025Q4: 5,970 shares 5,970 $842K 0.02% -1,772 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,552 shares; 2025Q1: 7,385 shares; 2025Q2: 7,095 shares; 2025Q3: 7,014 shares; 2025Q4: 7,441 shares 7,441 $840K 0.02% +427 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: 5,250 shares; 2024Q4: 6,415 shares; 2025Q1: 8,474 shares; 2025Q2: 11,368 shares; 2025Q3: 7,670 shares; 2025Q4: 10,371 shares 10,371 $824K 0.02% +2,701 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: 426 shares; 2024Q4: 493 shares; 2025Q1: 572 shares; 2025Q2: 648 shares; 2025Q3: 647 shares; 2025Q4: 759 shares 759 $812K 0.02% +112 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,900 shares; 2025Q3: 6,018 shares; 2025Q4: 6,091 shares 6,091 $802K 0.02% +73 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,035 shares; 2024Q4: 129,035 shares; 2025Q1: 129,035 shares; 2025Q2: 129,035 shares; 2025Q3: 129,035 shares; 2025Q4: 128,719 shares 128,719 $794K 0.02% -316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,578 shares; 2025Q3: 14,393 shares; 2025Q4: 11,740 shares 11,740 $789K 0.02% -2,653 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares 10,029 $787K 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,430 shares; 2025Q4: 6,430 shares 6,430 $782K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 4,624 shares 4,624 $780K 0.02% +650 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,492 shares; 2025Q1: 1,432 shares; 2025Q2: 1,831 shares; 2025Q3: 2,202 shares; 2025Q4: 2,189 shares 2,189 $773K 0.01% -13 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 10,272 shares; 2025Q1: 10,080 shares; 2025Q2: 10,216 shares; 2025Q3: 20,792 shares; 2025Q4: 21,068 shares 21,068 $770K 0.01% +276 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 4,220 shares; 2025Q3: 4,229 shares; 2025Q4: 4,240 shares 4,240 $768K 0.01% +11 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 6,825 shares; 2025Q4: 6,852 shares 6,852 $766K 0.01% +27 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,724 shares; 2025Q1: 22,111 shares; 2025Q2: 21,885 shares; 2025Q3: 19,334 shares; 2025Q4: 20,069 shares 20,069 $762K 0.01% +735 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares 1,914 $754K 0.01% 0 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: 5,062 shares; 2024Q4: 5,192 shares; 2025Q1: 6,480 shares; 2025Q2: 12,687 shares; 2025Q3: 6,469 shares; 2025Q4: 12,203 shares 12,203 $732K 0.01% +5,734 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: 4,041 shares; 2024Q4: not reported; 2025Q1: 5,668 shares; 2025Q2: 11,459 shares; 2025Q3: 10,854 shares; 2025Q4: 14,383 shares 14,383 $731K 0.01% +3,529 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: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 3,559 shares; 2025Q3: 4,126 shares; 2025Q4: 5,343 shares 5,343 $725K 0.01% +1,217 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,946 shares; 2025Q3: 7,380 shares; 2025Q4: 7,462 shares 7,462 $723K 0.01% +82 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,675 shares; 2025Q1: 5,725 shares; 2025Q2: 5,538 shares; 2025Q3: 4,074 shares; 2025Q4: 3,671 shares 3,671 $723K 0.01% -403 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 2,514 shares; 2025Q1: 2,851 shares; 2025Q2: 2,774 shares; 2025Q3: 4,663 shares; 2025Q4: 3,624 shares 3,624 $720K 0.01% -1,039 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,333 shares; 2024Q4: 25,424 shares; 2025Q1: 26,032 shares; 2025Q2: 25,560 shares; 2025Q3: 31,633 shares; 2025Q4: 28,893 shares 28,893 $719K 0.01% -2,740 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: 12,041 shares; 2024Q4: 15,544 shares; 2025Q1: 12,041 shares; 2025Q2: 12,041 shares; 2025Q3: 12,041 shares; 2025Q4: 12,041 shares 12,041 $717K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,396 shares; 2025Q2: 2,317 shares; 2025Q3: 2,453 shares; 2025Q4: 2,468 shares 2,468 $716K 0.01% +15 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,607 shares 10,607 $712K 0.01% new 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: 2,752 shares; 2024Q4: 3,964 shares; 2025Q1: 3,936 shares; 2025Q2: 5,498 shares; 2025Q3: 5,511 shares; 2025Q4: 12,099 shares 12,099 $706K 0.01% +6,588 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: 1,605 shares; 2024Q4: 1,817 shares; 2025Q1: 1,855 shares; 2025Q2: 3,659 shares; 2025Q3: 4,387 shares; 2025Q4: 5,427 shares 5,427 $700K 0.01% +1,040 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,933 shares; 2024Q4: 24,014 shares; 2025Q1: 161,786 shares; 2025Q2: 90,920 shares; 2025Q3: 42,613 shares; 2025Q4: 43,853 shares 43,853 $692K 0.01% +1,240 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 712 shares; 2025Q4: 1,025 shares 1,025 $691K 0.01% +313 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,580 shares; 2025Q3: 5,659 shares; 2025Q4: 4,259 shares 4,259 $690K 0.01% -1,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,138 shares; 2025Q3: 15,938 shares; 2025Q4: 15,938 shares 15,938 $684K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 5,013 shares; 2025Q4: 5,119 shares 5,119 $683K 0.01% +106 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,070 shares; 2024Q4: 8,070 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares; 2025Q4: 9,230 shares 9,230 $679K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,915 shares; 2025Q3: 12,915 shares; 2025Q4: 14,440 shares 14,440 $678K 0.01% +1,525 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 1,908 shares; 2025Q4: 2,307 shares 2,307 $670K 0.01% +399 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,605 shares; 2024Q4: 57,605 shares; 2025Q1: 57,605 shares; 2025Q2: 59,105 shares; 2025Q3: 53,505 shares; 2025Q4: 60,120 shares 60,120 $669K 0.01% +6,615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 3,377 shares; 2025Q4: 4,970 shares 4,970 $660K 0.01% +1,593 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: 4,262 shares; 2024Q4: 4,138 shares; 2025Q1: 4,076 shares; 2025Q2: 6,078 shares; 2025Q3: 6,592 shares; 2025Q4: 7,471 shares 7,471 $651K 0.01% +879 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,936 shares; 2024Q4: 21,246 shares; 2025Q1: 21,359 shares; 2025Q2: 21,482 shares; 2025Q3: 21,608 shares; 2025Q4: 21,737 shares 21,737 $650K 0.01% +129 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,145 shares; 2025Q1: 14,145 shares; 2025Q2: 14,145 shares; 2025Q3: 14,145 shares; 2025Q4: 14,397 shares 14,397 $639K 0.01% +252 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,562 shares; 2024Q4: 197,826 shares; 2025Q1: 197,436 shares; 2025Q2: 197,436 shares; 2025Q3: 135,396 shares; 2025Q4: 56,724 shares 56,724 $639K 0.01% -78,672 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,739 shares; 2025Q4: 2,207 shares 2,207 $637K 0.01% +468 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 2,075 shares; 2025Q1: 2,255 shares; 2025Q2: 2,055 shares; 2025Q3: 2,197 shares; 2025Q4: 1,886 shares 1,886 $637K 0.01% -311 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 16,000 shares; 2025Q4: 19,000 shares 19,000 $627K 0.01% +3,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 810 shares 810 $625K 0.01% +211 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: 8,952 shares; 2024Q4: 8,952 shares; 2025Q1: 8,952 shares; 2025Q2: 8,952 shares; 2025Q3: 8,952 shares; 2025Q4: 8,952 shares 8,952 $624K 0.01% 0 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: 5,705 shares; 2024Q4: 25,557 shares; 2025Q1: 25,557 shares; 2025Q2: 25,557 shares; 2025Q3: 21,807 shares; 2025Q4: 21,707 shares 21,707 $618K 0.01% -100 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,815 shares; 2025Q3: 4,608 shares; 2025Q4: 6,697 shares 6,697 $616K 0.01% +2,089 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 9,168 shares; 2025Q1: 9,115 shares; 2025Q2: 7,864 shares; 2025Q3: 8,402 shares; 2025Q4: 7,322 shares 7,322 $616K 0.01% -1,080 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,071 shares; 2025Q1: 1,173 shares; 2025Q2: 916 shares; 2025Q3: 1,012 shares; 2025Q4: 1,354 shares 1,354 $614K 0.01% +342 Timeline GVIP 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: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares 3,955 $613K 0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,378 shares 5,378 $612K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,495 shares; 2025Q4: 6,780 shares 6,780 $610K 0.01% +285 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 1,064 shares; 2025Q4: 1,181 shares 1,181 $603K 0.01% +117 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,284 shares; 2025Q3: 8,722 shares; 2025Q4: 17,358 shares 17,358 $598K 0.01% +8,636 Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,750 shares; 2024Q4: 318,750 shares; 2025Q1: 318,750 shares; 2025Q2: 318,750 shares; 2025Q3: 318,750 shares; 2025Q4: 318,750 shares 318,750 $593K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,924 shares; 2025Q4: 3,432 shares 3,432 $591K 0.01% +508 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: 1,908 shares; 2024Q4: 2,399 shares; 2025Q1: 2,753 shares; 2025Q2: 5,680 shares; 2025Q3: 3,032 shares; 2025Q4: 5,913 shares 5,913 $586K 0.01% +2,881 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: 4,286 shares; 2024Q4: 4,404 shares; 2025Q1: 5,046 shares; 2025Q2: 3,894 shares; 2025Q3: 3,167 shares; 2025Q4: 3,623 shares 3,623 $583K 0.01% +456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,745 shares; 2025Q3: 8,804 shares; 2025Q4: 9,929 shares 9,929 $580K 0.01% +1,125 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,016 shares; 2025Q3: 5,158 shares; 2025Q4: 5,227 shares 5,227 $580K 0.01% +69 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: 2,168 shares; 2024Q4: 2,079 shares; 2025Q1: 2,098 shares; 2025Q2: 2,924 shares; 2025Q3: 3,472 shares; 2025Q4: 3,980 shares 3,980 $573K 0.01% +508 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,739 shares; 2025Q4: 1,915 shares 1,915 $567K 0.01% +176 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,229 shares; 2025Q1: 2,324 shares; 2025Q2: 2,507 shares; 2025Q3: 2,963 shares; 2025Q4: 2,868 shares 2,868 $565K 0.01% -95 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,083 shares; 2025Q3: 11,731 shares; 2025Q4: 12,678 shares 12,678 $565K 0.01% +947 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: 4,965 shares; 2024Q4: 5,098 shares; 2025Q1: 4,835 shares; 2025Q2: 7,852 shares; 2025Q3: 7,649 shares; 2025Q4: 10,474 shares 10,474 $565K 0.01% +2,825 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: 449 shares; 2024Q4: 447 shares; 2025Q1: 464 shares; 2025Q2: 300 shares; 2025Q3: 479 shares; 2025Q4: 463 shares 463 $562K 0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,780 shares; 2025Q3: 3,905 shares; 2025Q4: 4,265 shares 4,265 $559K 0.01% +360 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,857 shares; 2025Q3: 3,899 shares; 2025Q4: 3,927 shares 3,927 $554K 0.01% +28 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,281 shares; 2025Q1: 3,243 shares; 2025Q2: 3,559 shares; 2025Q3: 5,177 shares; 2025Q4: 5,708 shares 5,708 $553K 0.01% +531 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: 2,258 shares; 2024Q4: 2,343 shares; 2025Q1: 1,761 shares; 2025Q2: 2,230 shares; 2025Q3: 2,472 shares; 2025Q4: 2,806 shares 2,806 $547K 0.01% +334 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: not reported; 2024Q4: 3,700 shares; 2025Q1: 4,074 shares; 2025Q2: 7,048 shares; 2025Q3: not reported; 2025Q4: 14,658 shares 14,658 $542K 0.01% new 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: 1,377 shares; 2024Q4: 1,472 shares; 2025Q1: 1,435 shares; 2025Q2: 2,077 shares; 2025Q3: 2,089 shares; 2025Q4: 3,008 shares 3,008 $534K 0.01% +919 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 3,748 shares; 2025Q4: 4,590 shares 4,590 $533K 0.01% +842 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,522 shares; 2025Q1: 3,501 shares; 2025Q2: 3,046 shares; 2025Q3: 3,245 shares; 2025Q4: 3,335 shares 3,335 $531K 0.01% +90 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: 1,018 shares; 2024Q4: 1,235 shares; 2025Q1: 1,450 shares; 2025Q2: 1,908 shares; 2025Q3: 1,651 shares; 2025Q4: 1,661 shares 1,661 $529K 0.01% +10 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 9,432 shares; 2025Q1: 9,612 shares; 2025Q2: 9,376 shares; 2025Q3: 10,808 shares; 2025Q4: 14,076 shares 14,076 $528K 0.01% +3,268 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: 438 shares; 2024Q4: 552 shares; 2025Q1: 626 shares; 2025Q2: 803 shares; 2025Q3: 686 shares; 2025Q4: 1,070 shares 1,070 $525K 0.01% +384 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,310 shares; 2025Q1: 7,370 shares; 2025Q2: 8,038 shares; 2025Q3: 7,907 shares; 2025Q4: 8,058 shares 8,058 $523K 0.01% +151 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: not reported; 2025Q1: 1,839 shares; 2025Q2: 2,674 shares; 2025Q3: 2,783 shares; 2025Q4: 3,785 shares 3,785 $522K 0.01% +1,002 Timeline FDIS 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: 2,377 shares; 2025Q3: 2,377 shares; 2025Q4: 5,065 shares 5,065 $517K 0.01% +2,688 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,629 shares; 2025Q1: 2,281 shares; 2025Q2: 3,069 shares; 2025Q3: 2,635 shares; 2025Q4: 2,969 shares 2,969 $515K 0.01% +334 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,605 shares; 2024Q4: 25,318 shares; 2025Q1: 25,318 shares; 2025Q2: 25,318 shares; 2025Q3: 25,318 shares; 2025Q4: 25,443 shares 25,443 $515K 0.01% +125 Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,363 shares; 2024Q4: 32,363 shares; 2025Q1: 32,446 shares; 2025Q2: 32,181 shares; 2025Q3: 32,053 shares; 2025Q4: 31,841 shares 31,841 $514K 0.01% -212 Timeline INDY 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: 9,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 10,365 shares 10,365 $511K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,713 shares; 2025Q3: 4,460 shares; 2025Q4: 5,991 shares 5,991 $511K 0.01% +1,531 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: 8,632 shares; 2024Q4: 8,701 shares; 2025Q1: not reported; 2025Q2: 3,659 shares; 2025Q3: 6,493 shares; 2025Q4: 8,607 shares 8,607 $507K 0.01% +2,114 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: 2,131 shares; 2024Q4: not reported; 2025Q1: 2,323 shares; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 3,969 shares 3,969 $507K 0.01% +1,315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,859 shares; 2025Q3: 2,041 shares; 2025Q4: 2,234 shares 2,234 $504K 0.01% +193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 774 shares; 2025Q4: 896 shares 896 $503K 0.01% +122 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 6,034 shares; 2025Q1: 5,561 shares; 2025Q2: 5,376 shares; 2025Q3: 5,543 shares; 2025Q4: 6,809 shares 6,809 $502K 0.01% +1,266 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 771 shares; 2025Q1: 791 shares; 2025Q2: 539 shares; 2025Q3: 624 shares; 2025Q4: 567 shares 567 $499K 0.01% -57 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,391 shares; 2025Q3: 3,561 shares; 2025Q4: 4,020 shares 4,020 $493K 0.01% +459 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,921 shares; 2025Q3: 6,457 shares; 2025Q4: 7,401 shares 7,401 $491K 0.01% +944 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,036 shares; 2025Q1: 1,145 shares; 2025Q2: 1,620 shares; 2025Q3: 1,301 shares; 2025Q4: 1,781 shares 1,781 $490K 0.01% +480 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: 1,185 shares; 2024Q4: 1,442 shares; 2025Q1: 1,323 shares; 2025Q2: 1,337 shares; 2025Q3: 1,576 shares; 2025Q4: 2,140 shares 2,140 $487K 0.01% +564 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,247 shares; 2024Q4: 5,266 shares; 2025Q1: 5,464 shares; 2025Q2: 7,868 shares; 2025Q3: 12,089 shares; 2025Q4: 9,556 shares 9,556 $486K 0.01% -2,533 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 4,592 shares; 2025Q1: 3,200 shares; 2025Q2: 2,765 shares; 2025Q3: 3,481 shares; 2025Q4: 4,963 shares 4,963 $485K 0.01% +1,482 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,114 shares; 2024Q4: 19,218 shares; 2025Q1: 19,232 shares; 2025Q2: 19,852 shares; 2025Q3: 20,087 shares; 2025Q4: 20,370 shares 20,370 $485K 0.01% +283 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,884 shares; 2025Q3: 4,189 shares; 2025Q4: 4,978 shares 4,978 $484K 0.01% +789 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: not reported; 2024Q4: 1,878 shares; 2025Q1: 2,735 shares; 2025Q2: 3,463 shares; 2025Q3: 3,193 shares; 2025Q4: 2,985 shares 2,985 $483K 0.01% -208 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,709 shares; 2025Q1: 1,844 shares; 2025Q2: 2,624 shares; 2025Q3: 2,238 shares; 2025Q4: 2,308 shares 2,308 $483K 0.01% +70 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,856 shares; 2025Q1: 2,706 shares; 2025Q2: 2,465 shares; 2025Q3: 4,465 shares; 2025Q4: 4,465 shares 4,465 $478K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $475K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,229 shares 7,229 $474K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 4,999 shares; 2025Q1: 6,713 shares; 2025Q2: 4,910 shares; 2025Q3: 3,470 shares; 2025Q4: 5,570 shares 5,570 $473K 0.01% +2,100 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: not reported; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 636 shares; 2025Q3: 980 shares; 2025Q4: 829 shares 829 $473K 0.01% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,004 shares; 2025Q3: 4,190 shares; 2025Q4: 3,699 shares 3,699 $473K 0.01% -491 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: 2,035 shares; 2024Q4: 2,088 shares; 2025Q1: 2,125 shares; 2025Q2: 2,629 shares; 2025Q3: 3,127 shares; 2025Q4: 2,537 shares 2,537 $471K 0.01% -590 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,417 shares; 2025Q3: 2,061 shares; 2025Q4: 2,417 shares 2,417 $470K 0.01% +356 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: 6,666 shares; 2024Q4: 19,998 shares; 2025Q1: 19,506 shares; 2025Q2: 17,754 shares; 2025Q3: 17,754 shares; 2025Q4: 17,894 shares 17,894 $469K 0.01% +140 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,652 shares; 2025Q1: 1,921 shares; 2025Q2: 1,810 shares; 2025Q3: 2,310 shares; 2025Q4: 2,515 shares 2,515 $467K 0.01% +205 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,808 shares; 2025Q3: 17,009 shares; 2025Q4: 17,660 shares 17,660 $464K 0.01% +651 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,974 shares; 2025Q1: 7,707 shares; 2025Q2: 7,707 shares; 2025Q3: 7,707 shares; 2025Q4: 7,956 shares 7,956 $461K 0.01% +249 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,200 shares 15,200 $453K 0.01% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,612 shares; 2025Q3: 10,612 shares; 2025Q4: 10,612 shares 10,612 $451K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 1,025 shares; 2025Q4: 957 shares 957 $447K 0.01% -68 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,379 shares; 2025Q4: 1,687 shares 1,687 $444K 0.01% +308 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,962 shares; 2025Q3: 11,070 shares; 2025Q4: 11,231 shares 11,231 $443K 0.01% +161 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,772 shares; 2025Q1: 7,095 shares; 2025Q2: 7,017 shares; 2025Q3: 7,370 shares; 2025Q4: 6,109 shares 6,109 $443K 0.01% -1,261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 6,042 shares; 2025Q4: 5,567 shares 5,567 $442K 0.01% -475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,532 shares; 2025Q3: 2,450 shares; 2025Q4: 3,054 shares 3,054 $438K 0.01% +604 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,214 shares; 2025Q1: 5,234 shares; 2025Q2: 5,825 shares; 2025Q3: 6,102 shares; 2025Q4: 6,473 shares 6,473 $434K 0.01% +371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,824 shares; 2025Q3: 9,427 shares; 2025Q4: 9,501 shares 9,501 $434K 0.01% +74 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares 1,341 $433K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,453 shares 1,453 $427K 0.01% +40 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,222 shares; 2025Q3: not reported; 2025Q4: 2,346 shares 2,346 $425K 0.01% new Timeline EDV 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: 76,390 shares; 2024Q4: 33,267 shares; 2025Q1: 47,522 shares; 2025Q2: 19,891 shares; 2025Q3: 19,918 shares; 2025Q4: 6,422 shares 6,422 $417K 0.01% -13,496 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares; 2025Q4: 2,010 shares 2,010 $417K 0.01% +437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,317 shares; 2025Q3: 11,577 shares; 2025Q4: 11,367 shares 11,367 $416K 0.01% -210 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,320 shares; 2025Q4: 7,327 shares 7,327 $415K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: not reported; 2025Q4: 1,811 shares 1,811 $415K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,705 shares; 2025Q1: 2,726 shares; 2025Q2: not reported; 2025Q3: 2,678 shares; 2025Q4: 2,542 shares 2,542 $411K 0.01% -136 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,558 shares; 2024Q4: 48,558 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,240 shares; 2025Q4: 9,067 shares 9,067 $406K 0.01% -3,173 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,255 shares; 2025Q4: 46,084 shares 46,084 $404K 0.01% +2,829 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,537 shares; 2025Q4: 14,579 shares 14,579 $403K 0.01% +1,042 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,596 shares 5,596 $401K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 4,808 shares; 2025Q4: 5,896 shares 5,896 $400K 0.01% +1,088 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,680 shares; 2025Q1: 1,977 shares; 2025Q2: 2,422 shares; 2025Q3: 2,565 shares; 2025Q4: 2,459 shares 2,459 $400K 0.01% -106 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,561 shares; 2025Q1: 1,779 shares; 2025Q2: 1,260 shares; 2025Q3: 2,164 shares; 2025Q4: 1,969 shares 1,969 $400K 0.01% -195 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,209 shares; 2025Q3: 5,495 shares; 2025Q4: 5,426 shares 5,426 $400K 0.01% -69 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 202 shares; 2025Q3: 195 shares; 2025Q4: 197 shares 197 $397K 0.01% +2 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,668 shares 5,668 $395K 0.01% new 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: 965 shares; 2024Q4: 959 shares; 2025Q1: 912 shares; 2025Q2: 1,117 shares; 2025Q3: 810 shares; 2025Q4: 830 shares 830 $388K 0.01% +20 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: 2,620 shares; 2024Q4: 2,550 shares; 2025Q1: 3,131 shares; 2025Q2: 2,899 shares; 2025Q3: 4,433 shares; 2025Q4: 3,304 shares 3,304 $387K 0.01% -1,129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,228 shares 2,228 $387K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 5,108 shares; 2025Q1: 156,973 shares; 2025Q2: 4,571 shares; 2025Q3: 3,263 shares; 2025Q4: 3,026 shares 3,026 $386K 0.01% -237 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,532 shares; 2025Q4: 3,128 shares 3,128 $385K 0.01% +596 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: not reported; 2024Q4: not reported; 2025Q1: 924 shares; 2025Q2: 1,252 shares; 2025Q3: 1,149 shares; 2025Q4: 987 shares 987 $384K 0.01% -162 Timeline FNCL 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: 4,931 shares 4,931 $383K 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,937 shares; 2025Q4: 4,905 shares 4,905 $382K 0.01% +968 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,697 shares; 2025Q3: 2,691 shares; 2025Q4: 2,802 shares 2,802 $381K 0.01% +111 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,024 shares; 2025Q3: 8,228 shares; 2025Q4: 8,264 shares 8,264 $381K 0.01% +36 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,114 shares; 2025Q1: 4,851 shares; 2025Q2: 6,997 shares; 2025Q3: 5,430 shares; 2025Q4: 5,687 shares 5,687 $378K 0.01% +257 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,196 shares; 2025Q1: 8,686 shares; 2025Q2: 8,686 shares; 2025Q3: 13,116 shares; 2025Q4: 11,774 shares 11,774 $377K 0.01% -1,342 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,322 shares; 2025Q3: 2,305 shares; 2025Q4: 1,550 shares 1,550 $377K 0.01% -755 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,469 shares; 2024Q4: 40,469 shares; 2025Q1: 40,469 shares; 2025Q2: 40,469 shares; 2025Q3: 40,469 shares; 2025Q4: 36,997 shares 36,997 $376K 0.01% -3,472 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 584 shares; 2025Q4: 618 shares 618 $374K 0.01% +34 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,494 shares; 2025Q4: 3,499 shares 3,499 $373K 0.01% +5 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: 917 shares; 2024Q4: 1,209 shares; 2025Q1: 1,394 shares; 2025Q2: 1,285 shares; 2025Q3: 1,116 shares; 2025Q4: 964 shares 964 $371K 0.01% -152 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: not reported; 2025Q1: not reported; 2025Q2: 29,228 shares; 2025Q3: 20,463 shares; 2025Q4: 19,160 shares 19,160 $371K 0.01% -1,303 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,825 shares; 2025Q1: 1,992 shares; 2025Q2: 2,788 shares; 2025Q3: 2,458 shares; 2025Q4: 2,010 shares 2,010 $370K 0.01% -448 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 873 shares 873 $368K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,610 shares; 2025Q1: 2,582 shares; 2025Q2: 3,657 shares; 2025Q3: 4,129 shares; 2025Q4: 3,682 shares 3,682 $368K 0.01% -447 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,346 shares; 2025Q4: 17,240 shares 17,240 $366K 0.01% +7,894 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,236 shares; 2025Q1: 3,878 shares; 2025Q2: 2,780 shares; 2025Q3: 5,695 shares; 2025Q4: 4,202 shares 4,202 $366K 0.01% -1,493 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: 1,325 shares; 2025Q4: 1,321 shares 1,321 $366K 0.01% -4 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale 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: 8,458 shares 8,458 $364K 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,084 shares; 2025Q3: 5,196 shares; 2025Q4: 5,230 shares 5,230 $363K 0.01% +34 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 3,227 shares; 2025Q1: 3,030 shares; 2025Q2: 2,970 shares; 2025Q3: 3,037 shares; 2025Q4: 3,543 shares 3,543 $363K 0.01% +506 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,506 shares; 2024Q4: 79,506 shares; 2025Q1: 79,506 shares; 2025Q2: 79,506 shares; 2025Q3: 32,306 shares; 2025Q4: 27,691 shares 27,691 $362K 0.01% -4,615 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,477 shares 4,477 $361K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,615 shares; 2025Q3: 7,936 shares; 2025Q4: 8,018 shares 8,018 $361K 0.01% +82 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,338 shares; 2025Q2: 1,890 shares; 2025Q3: 1,921 shares; 2025Q4: 1,756 shares 1,756 $360K 0.01% -165 Timeline FEZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,561 shares 5,561 $358K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,081 shares; 2025Q4: 1,049 shares 1,049 $357K 0.01% -32 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 2,695 shares; 2025Q4: 2,614 shares 2,614 $353K 0.01% -81 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,344 shares; 2024Q4: 56,153 shares; 2025Q1: 56,153 shares; 2025Q2: 56,153 shares; 2025Q3: 25,953 shares; 2025Q4: 25,953 shares 25,953 $352K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares 5,409 $352K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 1,925 shares; 2025Q4: 2,113 shares 2,113 $351K 0.01% +188 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $350K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,293 shares 5,293 $346K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,752 shares; 2025Q4: 7,899 shares 7,899 $344K 0.01% +1,147 Timeline AVUS 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: 2,551 shares; 2024Q4: 2,551 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 3,995 shares; 2025Q4: 3,064 shares 3,064 $342K 0.01% -931 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,589 shares; 2025Q3: 2,783 shares; 2025Q4: 2,720 shares 2,720 $342K 0.01% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares 2,275 $342K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,666 shares; 2025Q3: 14,427 shares; 2025Q4: 9,863 shares 9,863 $340K 0.01% -4,564 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: 3,023 shares 3,023 $338K 0.01% +161 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,543 shares; 2025Q3: 5,044 shares; 2025Q4: 6,866 shares 6,866 $338K 0.01% +1,822 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 1,204 shares; 2025Q4: 1,331 shares 1,331 $337K 0.01% +127 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 873 shares; 2025Q4: 1,336 shares 1,336 $337K 0.01% +463 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: 6,523 shares; 2024Q4: 6,667 shares; 2025Q1: 7,239 shares; 2025Q2: 11,856 shares; 2025Q3: not reported; 2025Q4: 11,972 shares 11,972 $335K 0.01% new Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,685 shares; 2024Q4: 92,685 shares; 2025Q1: 92,685 shares; 2025Q2: 96,685 shares; 2025Q3: 84,185 shares; 2025Q4: 23,000 shares 23,000 $334K 0.01% -61,185 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,287 shares 4,287 $333K 0.01% new Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 9,044 shares; 2025Q1: 9,207 shares; 2025Q2: 9,214 shares; 2025Q3: 9,379 shares; 2025Q4: 9,668 shares 9,668 $332K 0.01% +289 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 2,713 shares; 2025Q3: 3,945 shares; 2025Q4: 2,866 shares 2,866 $331K 0.01% -1,079 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 26,000 shares 26,000 $329K 0.01% -3,000 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares 1,592 $327K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 1,287 shares; 2025Q3: 1,222 shares; 2025Q4: 1,242 shares 1,242 $318K 0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,895 shares; 2025Q4: 6,863 shares 6,863 $318K 0.01% +1,968 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,642 shares 1,642 $318K 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares 3,261 $318K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 794 shares; 2025Q4: 894 shares 894 $317K 0.01% +100 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 11,955 shares 11,955 $316K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,620 shares; 2025Q4: 12,240 shares 12,240 $313K 0.01% -380 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: not reported; 2024Q4: 1,287 shares; 2025Q1: 2,346 shares; 2025Q2: 2,187 shares; 2025Q3: 1,596 shares; 2025Q4: 1,693 shares 1,693 $312K 0.01% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 2,200 shares 2,200 $312K 0.01% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,437 shares; 2025Q4: 4,120 shares 4,120 $311K 0.01% +1,683 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,020 shares; 2025Q3: 12,020 shares; 2025Q4: 12,020 shares 12,020 $310K 0.01% 0 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: 595 shares; 2024Q4: 615 shares; 2025Q1: 781 shares; 2025Q2: 618 shares; 2025Q3: 862 shares; 2025Q4: 884 shares 884 $310K 0.01% +22 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,454 shares; 2025Q3: not reported; 2025Q4: 10,935 shares 10,935 $309K 0.01% new Timeline