LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,083 shares; 2024Q4: 392,892 shares; 2025Q1: 489,646 shares; 2025Q2: 508,281 shares; 2025Q3: 706,148 shares; 2025Q4: 728,527 shares 728,527 $50.6M 12.35% +22,379 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: 104,346 shares; 2024Q4: 109,879 shares; 2025Q1: 135,858 shares; 2025Q2: 125,006 shares; 2025Q3: 130,352 shares; 2025Q4: 165,604 shares 165,604 $35.1M 8.57% +35,252 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: 325,519 shares; 2024Q4: 331,442 shares; 2025Q1: 345,221 shares; 2025Q2: 265,975 shares; 2025Q3: 256,954 shares; 2025Q4: 262,719 shares 262,719 $32.4M 7.91% +5,765 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: 82,182 shares; 2024Q4: 80,672 shares; 2025Q1: 45,692 shares; 2025Q2: 53,196 shares; 2025Q3: 63,132 shares; 2025Q4: 73,864 shares 73,864 $13.8M 3.36% +10,732 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: 25,606 shares; 2024Q4: 26,605 shares; 2025Q1: 32,265 shares; 2025Q2: 33,999 shares; 2025Q3: 32,036 shares; 2025Q4: 50,485 shares 50,485 $13.7M 3.35% +18,449 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: 138,344 shares; 2024Q4: 142,628 shares; 2025Q1: 162,002 shares; 2025Q2: 148,691 shares; 2025Q3: 121,697 shares; 2025Q4: 68,318 shares 68,318 $13.6M 3.31% -53,379 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,365 shares; 2025Q3: 285,696 shares; 2025Q4: 294,714 shares 294,714 $11.4M 2.77% +9,018 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,569 shares; 2024Q4: 54,631 shares; 2025Q1: 59,028 shares; 2025Q2: 58,448 shares; 2025Q3: 56,728 shares; 2025Q4: 80,627 shares 80,627 $9.62M 2.35% +23,899 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,972 shares; 2024Q4: 215,984 shares; 2025Q1: 200,205 shares; 2025Q2: 233,509 shares; 2025Q3: 204,950 shares; 2025Q4: 197,027 shares 197,027 $9.17M 2.24% -7,923 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: 17,576 shares; 2024Q4: 17,121 shares; 2025Q1: 10,283 shares; 2025Q2: 15,415 shares; 2025Q3: 16,809 shares; 2025Q4: 18,495 shares 18,495 $8.94M 2.18% +1,686 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: 114,636 shares; 2024Q4: 116,220 shares; 2025Q1: 118,676 shares; 2025Q2: 122,492 shares; 2025Q3: 127,953 shares; 2025Q4: 132,543 shares 132,543 $8.75M 2.14% +4,590 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,893 shares; 2025Q3: 210,028 shares; 2025Q4: 223,760 shares 223,760 $7.45M 1.82% +13,732 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: 7,996 shares; 2024Q4: 8,645 shares; 2025Q1: 8,614 shares; 2025Q2: 4,544 shares; 2025Q3: 4,513 shares; 2025Q4: 10,665 shares 10,665 $7.31M 1.78% +6,152 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: 214,068 shares; 2024Q4: 231,678 shares; 2025Q1: 198,286 shares; 2025Q2: 113,962 shares; 2025Q3: 87,373 shares; 2025Q4: 92,557 shares 92,557 $6.73M 1.64% +5,184 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: 4,891 shares; 2024Q4: 5,016 shares; 2025Q1: 7,534 shares; 2025Q2: 7,872 shares; 2025Q3: 8,089 shares; 2025Q4: 8,633 shares 8,633 $5.7M 1.39% +544 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: 25,422 shares; 2024Q4: 24,354 shares; 2025Q1: 28,437 shares; 2025Q2: 27,199 shares; 2025Q3: 28,697 shares; 2025Q4: 22,588 shares 22,588 $5.21M 1.27% -6,109 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: 34,337 shares; 2024Q4: 35,498 shares; 2025Q1: 36,963 shares; 2025Q2: 40,868 shares; 2025Q3: 41,149 shares; 2025Q4: 43,192 shares 43,192 $5.19M 1.27% +2,043 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: 31,083 shares; 2024Q4: 26,485 shares; 2025Q1: 25,555 shares; 2025Q2: 25,952 shares; 2025Q3: 58,478 shares; 2025Q4: 75,234 shares 75,234 $5.06M 1.23% +16,756 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,505 shares; 2025Q4: 77,732 shares 77,732 $5.04M 1.23% +5,227 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,363 shares; 2024Q4: 34,318 shares; 2025Q1: 41,251 shares; 2025Q2: 49,152 shares; 2025Q3: 52,255 shares; 2025Q4: 46,406 shares 46,406 $4.72M 1.15% -5,849 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: 72,545 shares; 2024Q4: 77,753 shares; 2025Q1: 62,565 shares; 2025Q2: 71,613 shares; 2025Q3: 53,377 shares; 2025Q4: 52,700 shares 52,700 $4.71M 1.15% -677 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,026 shares; 2024Q4: 15,237 shares; 2025Q1: 15,707 shares; 2025Q2: 16,270 shares; 2025Q3: 15,897 shares; 2025Q4: 15,070 shares 15,070 $4.54M 1.11% -827 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: 1,248 shares; 2024Q4: 1,246 shares; 2025Q1: 1,236 shares; 2025Q2: 5,799 shares; 2025Q3: 5,799 shares; 2025Q4: 6,508 shares 6,508 $4.44M 1.08% +709 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: 19,951 shares; 2024Q4: 21,132 shares; 2025Q1: 40,107 shares; 2025Q2: 37,161 shares; 2025Q3: 51,692 shares; 2025Q4: 50,606 shares 50,606 $4.11M 1% -1,086 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: 5,983 shares; 2024Q4: 5,948 shares; 2025Q1: 5,510 shares; 2025Q2: 4,854 shares; 2025Q3: 4,870 shares; 2025Q4: 6,544 shares 6,544 $4.1M 1% +1,674 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: 983 shares; 2024Q4: 1,297 shares; 2025Q1: 4,580 shares; 2025Q2: 7,338 shares; 2025Q3: 10,164 shares; 2025Q4: 11,027 shares 11,027 $3.78M 0.92% +863 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: 11,111 shares; 2024Q4: 11,148 shares; 2025Q1: 10,470 shares; 2025Q2: 9,859 shares; 2025Q3: 9,887 shares; 2025Q4: 129,447 shares 129,447 $3.48M 0.85% +119,560 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: 5,425 shares; 2024Q4: 5,613 shares; 2025Q1: 7,064 shares; 2025Q2: 7,522 shares; 2025Q3: 9,310 shares; 2025Q4: 9,873 shares 9,873 $3.42M 0.83% +563 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: 5,025 shares; 2024Q4: 4,814 shares; 2025Q1: 5,485 shares; 2025Q2: 5,094 shares; 2025Q3: 5,667 shares; 2025Q4: 10,500 shares 10,500 $3.3M 0.8% +4,833 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: 4,131 shares; 2024Q4: 4,128 shares; 2025Q1: 6,862 shares; 2025Q2: 6,631 shares; 2025Q3: 6,098 shares; 2025Q4: 6,540 shares 6,540 $2.94M 0.72% +442 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: 6,367 shares; 2024Q4: 6,292 shares; 2025Q1: 5,973 shares; 2025Q2: 5,773 shares; 2025Q3: 5,781 shares; 2025Q4: 5,778 shares 5,778 $2.82M 0.69% -3 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: 5,151 shares; 2024Q4: 5,242 shares; 2025Q1: 11,209 shares; 2025Q2: 32,439 shares; 2025Q3: 33,050 shares; 2025Q4: 31,379 shares 31,379 $2.42M 0.59% -1,671 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: 5,957 shares; 2024Q4: 5,564 shares; 2025Q1: 6,500 shares; 2025Q2: 5,524 shares; 2025Q3: 6,335 shares; 2025Q4: 7,669 shares 7,669 $2.4M 0.59% +1,334 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,494 shares; 2024Q4: 29,928 shares; 2025Q1: 30,237 shares; 2025Q2: 35,925 shares; 2025Q3: 37,598 shares; 2025Q4: 45,002 shares 45,002 $2.37M 0.58% +7,404 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: 17,574 shares; 2024Q4: 17,243 shares; 2025Q1: 16,716 shares; 2025Q2: 16,653 shares; 2025Q3: 16,513 shares; 2025Q4: 16,499 shares 16,499 $2.33M 0.57% -14 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,965 shares; 2024Q4: 30,200 shares; 2025Q1: 32,494 shares; 2025Q2: 13,159 shares; 2025Q3: 10,628 shares; 2025Q4: 11,414 shares 11,414 $2.28M 0.56% +786 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: not reported; 2025Q1: 3,047 shares; 2025Q2: 8,255 shares; 2025Q3: 8,539 shares; 2025Q4: 12,401 shares 12,401 $2.2M 0.54% +3,862 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: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,648 shares; 2025Q2: 5,129 shares; 2025Q3: 5,307 shares; 2025Q4: 5,898 shares 5,898 $1.9M 0.46% +591 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: 3,818 shares; 2024Q4: 3,821 shares; 2025Q1: 3,817 shares; 2025Q2: 3,805 shares; 2025Q3: 3,775 shares; 2025Q4: 3,779 shares 3,779 $1.79M 0.44% +4 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: 1,939 shares; 2024Q4: 2,047 shares; 2025Q1: 2,222 shares; 2025Q2: 2,393 shares; 2025Q3: 2,530 shares; 2025Q4: 3,528 shares 3,528 $1.77M 0.43% +998 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 27,941 shares 27,941 $1.75M 0.43% +24,596 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: 1,227 shares; 2024Q4: 1,392 shares; 2025Q1: 1,406 shares; 2025Q2: 1,340 shares; 2025Q3: 1,268 shares; 2025Q4: 1,601 shares 1,601 $1.72M 0.42% +333 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,289 shares; 2024Q4: 15,689 shares; 2025Q1: 14,191 shares; 2025Q2: 12,658 shares; 2025Q3: 12,206 shares; 2025Q4: 15,632 shares 15,632 $1.47M 0.36% +3,426 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,547 shares; 2024Q4: 50,548 shares; 2025Q1: 49,720 shares; 2025Q2: 60,771 shares; 2025Q3: 55,486 shares; 2025Q4: 64,919 shares 64,919 $1.46M 0.36% +9,433 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,782 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,747 shares; 2025Q4: 4,697 shares 4,697 $1.39M 0.34% -50 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: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,502 shares; 2025Q2: 1,524 shares; 2025Q3: 1,579 shares; 2025Q4: 1,495 shares 1,495 $1.29M 0.31% -84 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,586 shares 15,586 $1.21M 0.3% new 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: 1,833 shares; 2024Q4: 2,151 shares; 2025Q1: 2,200 shares; 2025Q2: 2,165 shares; 2025Q3: 2,166 shares; 2025Q4: 3,327 shares 3,327 $1.12M 0.27% +1,161 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,828 shares 14,828 $1.1M 0.27% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,331 shares; 2024Q4: 66,803 shares; 2025Q1: 65,987 shares; 2025Q2: 65,314 shares; 2025Q3: 66,054 shares; 2025Q4: 66,023 shares 66,023 $1.05M 0.26% -31 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,491 shares; 2025Q1: 1,567 shares; 2025Q2: 1,569 shares; 2025Q3: 1,472 shares; 2025Q4: 1,691 shares 1,691 $1.04M 0.25% +219 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: 8,306 shares; 2024Q4: 8,319 shares; 2025Q1: 8,530 shares; 2025Q2: 8,866 shares; 2025Q3: 9,046 shares; 2025Q4: 9,254 shares 9,254 $1.03M 0.25% +208 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: 234,873 shares; 2024Q4: 8,111 shares; 2025Q1: 10,822 shares; 2025Q2: 13,550 shares; 2025Q3: 13,464 shares; 2025Q4: 14,357 shares 14,357 $1.03M 0.25% +893 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: 3,006 shares; 2024Q4: 2,830 shares; 2025Q1: 2,865 shares; 2025Q2: 3,232 shares; 2025Q3: 3,410 shares; 2025Q4: 3,489 shares 3,489 $996K 0.24% +79 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: 2,205 shares; 2024Q4: 2,261 shares; 2025Q1: 2,530 shares; 2025Q2: 2,976 shares; 2025Q3: 3,010 shares; 2025Q4: 2,823 shares 2,823 $990K 0.24% -187 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,105 shares; 2025Q1: 9,909 shares; 2025Q2: 7,997 shares; 2025Q3: 8,946 shares; 2025Q4: 9,877 shares 9,877 $973K 0.24% +931 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: 3,147 shares; 2024Q4: 3,142 shares; 2025Q1: 3,253 shares; 2025Q2: 3,415 shares; 2025Q3: 4,425 shares; 2025Q4: 4,843 shares 4,843 $944K 0.23% +418 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: 2,923 shares; 2024Q4: 3,188 shares; 2025Q1: 3,087 shares; 2025Q2: 3,570 shares; 2025Q3: 3,593 shares; 2025Q4: 3,610 shares 3,610 $931K 0.23% +17 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: 1,019 shares; 2024Q4: 1,029 shares; 2025Q1: 1,158 shares; 2025Q2: 1,296 shares; 2025Q3: 1,362 shares; 2025Q4: 1,435 shares 1,435 $819K 0.2% +73 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: 6,314 shares; 2024Q4: 6,274 shares; 2025Q1: 5,858 shares; 2025Q2: 7,648 shares; 2025Q3: 5,847 shares; 2025Q4: 6,808 shares 6,808 $819K 0.2% +961 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: not reported; 2024Q4: 3,328 shares; 2025Q1: 6,007 shares; 2025Q2: 7,316 shares; 2025Q3: 7,150 shares; 2025Q4: 7,166 shares 7,166 $816K 0.2% +16 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: not reported; 2025Q3: 395 shares; 2025Q4: 1,201 shares 1,201 $809K 0.2% +806 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,868 shares; 2024Q4: 29,521 shares; 2025Q1: 29,563 shares; 2025Q2: 29,633 shares; 2025Q3: 29,648 shares; 2025Q4: 28,456 shares 28,456 $801K 0.2% -1,192 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,110 shares; 2025Q3: 13,021 shares; 2025Q4: 16,351 shares 16,351 $790K 0.19% +3,330 Timeline ASRV AMERISERV FINL INC More: the full row for AMERISERV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,822 shares; 2025Q3: 241,225 shares; 2025Q4: 243,570 shares 243,570 $777K 0.19% +2,345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,965 shares 28,965 $760K 0.19% new 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: 5,049 shares; 2024Q4: 4,985 shares; 2025Q1: 5,085 shares; 2025Q2: 5,200 shares; 2025Q3: 5,185 shares; 2025Q4: 5,521 shares 5,521 $746K 0.18% +336 Timeline WELLS FARGO & CO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares 601 $728K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,256 shares 30,256 $727K 0.18% new 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: 612 shares; 2024Q4: 614 shares; 2025Q1: 696 shares; 2025Q2: 746 shares; 2025Q3: 765 shares; 2025Q4: 7,682 shares 7,682 $720K 0.18% +6,917 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: 120 shares; 2024Q4: 121 shares; 2025Q1: 125 shares; 2025Q2: 134 shares; 2025Q3: 133 shares; 2025Q4: 134 shares 134 $715K 0.17% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,892 shares; 2025Q1: 1,964 shares; 2025Q2: 1,996 shares; 2025Q3: 1,981 shares; 2025Q4: 2,005 shares 2,005 $708K 0.17% +24 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: 485 shares; 2024Q4: 491 shares; 2025Q1: 516 shares; 2025Q2: 599 shares; 2025Q3: 612 shares; 2025Q4: 787 shares 787 $692K 0.17% +175 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: 1,869 shares; 2024Q4: 2,230 shares; 2025Q1: 2,262 shares; 2025Q2: 2,565 shares; 2025Q3: 2,673 shares; 2025Q4: 3,025 shares 3,025 $691K 0.17% +352 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: 4,190 shares; 2024Q4: 4,273 shares; 2025Q1: 3,934 shares; 2025Q2: 12,318 shares; 2025Q3: 4,006 shares; 2025Q4: 6,373 shares 6,373 $683K 0.17% +2,367 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: 8,291 shares; 2024Q4: 8,702 shares; 2025Q1: 8,728 shares; 2025Q2: 8,792 shares; 2025Q3: 8,835 shares; 2025Q4: 8,995 shares 8,995 $679K 0.17% +160 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: 2,247 shares; 2024Q4: 2,246 shares; 2025Q1: 2,256 shares; 2025Q2: 2,860 shares; 2025Q3: 2,944 shares; 2025Q4: 3,217 shares 3,217 $666K 0.16% +273 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,771 shares; 2025Q4: 1,750 shares 1,750 $645K 0.16% -21 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: 2,666 shares; 2024Q4: 2,744 shares; 2025Q1: 3,837 shares; 2025Q2: 3,797 shares; 2025Q3: 3,913 shares; 2025Q4: 3,981 shares 3,981 $641K 0.16% +68 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,144 shares; 2025Q3: 5,410 shares; 2025Q4: 6,304 shares 6,304 $629K 0.15% +894 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: 2,259 shares; 2024Q4: 2,149 shares; 2025Q1: 2,410 shares; 2025Q2: 2,414 shares; 2025Q3: 2,796 shares; 2025Q4: 2,917 shares 2,917 $625K 0.15% +121 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: not reported; 2025Q3: not reported; 2025Q4: 4,883 shares 4,883 $615K 0.15% new 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: 2,310 shares; 2024Q4: 2,544 shares; 2025Q1: 3,250 shares; 2025Q2: 3,656 shares; 2025Q3: 3,431 shares; 2025Q4: 3,756 shares 3,756 $602K 0.15% +325 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,203 shares; 2025Q1: 2,184 shares; 2025Q2: 2,100 shares; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares 2,104 $587K 0.14% 0 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: not reported; 2025Q2: 2,963 shares; 2025Q3: 3,098 shares; 2025Q4: 3,407 shares 3,407 $583K 0.14% +309 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,912 shares; 2025Q3: 4,090 shares; 2025Q4: 5,058 shares 5,058 $572K 0.14% +968 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: 3,016 shares; 2025Q1: 4,139 shares; 2025Q2: 4,147 shares; 2025Q3: 4,195 shares; 2025Q4: 4,227 shares 4,227 $554K 0.14% +32 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: 3,581 shares; 2024Q4: 3,566 shares; 2025Q1: 2,636 shares; 2025Q2: 1,608 shares; 2025Q3: 1,490 shares; 2025Q4: 2,471 shares 2,471 $543K 0.13% +981 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: 6,541 shares; 2024Q4: 6,456 shares; 2025Q1: 6,689 shares; 2025Q2: 8,129 shares; 2025Q3: 8,576 shares; 2025Q4: 9,657 shares 9,657 $531K 0.13% +1,081 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 1,998 shares; 2025Q1: 2,104 shares; 2025Q2: 1,973 shares; 2025Q3: 1,983 shares; 2025Q4: 1,957 shares 1,957 $519K 0.13% -26 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: 4,407 shares; 2024Q4: 4,446 shares; 2025Q1: 5,054 shares; 2025Q2: 5,075 shares; 2025Q3: 5,450 shares; 2025Q4: 5,529 shares 5,529 $515K 0.13% +79 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,299 shares; 2025Q1: 1,386 shares; 2025Q2: 1,485 shares; 2025Q3: 1,551 shares; 2025Q4: 1,670 shares 1,670 $514K 0.13% +119 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: 824 shares; 2024Q4: 823 shares; 2025Q1: 805 shares; 2025Q2: 726 shares; 2025Q3: 811 shares; 2025Q4: 894 shares 894 $512K 0.13% +83 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: 1,209 shares; 2024Q4: 1,224 shares; 2025Q1: 1,264 shares; 2025Q2: 1,326 shares; 2025Q3: 1,399 shares; 2025Q4: 1,434 shares 1,434 $493K 0.12% +35 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,275 shares; 2025Q1: 1,344 shares; 2025Q2: 1,620 shares; 2025Q3: 1,579 shares; 2025Q4: 1,645 shares 1,645 $487K 0.12% +66 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: 1,333 shares; 2024Q4: 1,310 shares; 2025Q1: 1,420 shares; 2025Q2: 1,485 shares; 2025Q3: 1,511 shares; 2025Q4: 1,583 shares 1,583 $481K 0.12% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,486 shares 2,486 $476K 0.12% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 658 shares; 2025Q1: 682 shares; 2025Q2: 708 shares; 2025Q3: 695 shares; 2025Q4: 701 shares 701 $464K 0.11% +6 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 972 shares; 2025Q4: 1,076 shares 1,076 $454K 0.11% +104 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares; 2025Q4: 6,713 shares 6,713 $446K 0.11% +13 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,898 shares; 2025Q4: 12,898 shares 12,898 $442K 0.11% 0 Timeline MGC 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: 1,723 shares; 2024Q4: 1,728 shares; 2025Q1: 1,729 shares; 2025Q2: 1,718 shares; 2025Q3: 1,722 shares; 2025Q4: 1,730 shares 1,730 $435K 0.11% +8 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: 331 shares; 2024Q4: 322 shares; 2025Q1: 339 shares; 2025Q2: 331 shares; 2025Q3: 340 shares; 2025Q4: 356 shares 356 $432K 0.11% +16 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 21,519 shares; 2025Q1: 21,455 shares; 2025Q2: 21,302 shares; 2025Q3: 21,476 shares; 2025Q4: 21,709 shares 21,709 $420K 0.1% +233 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,563 shares; 2025Q1: 1,477 shares; 2025Q2: 1,393 shares; 2025Q3: 1,394 shares; 2025Q4: 1,389 shares 1,389 $420K 0.1% -5 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: 11,786 shares; 2024Q4: 13,432 shares; 2025Q1: 16,686 shares; 2025Q2: 21,278 shares; 2025Q3: 19,533 shares; 2025Q4: 16,839 shares 16,839 $418K 0.1% -2,694 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: 1,110 shares; 2024Q4: 1,122 shares; 2025Q1: 964 shares; 2025Q2: 1,045 shares; 2025Q3: 1,224 shares; 2025Q4: 1,265 shares 1,265 $418K 0.1% +41 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: 424 shares; 2024Q4: 495 shares; 2025Q1: 494 shares; 2025Q2: 495 shares; 2025Q3: 504 shares; 2025Q4: 544 shares 544 $410K 0.1% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 2,109 shares; 2025Q4: 2,173 shares 2,173 $398K 0.1% +64 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,687 shares; 2025Q1: 3,676 shares; 2025Q2: 3,393 shares; 2025Q3: 3,410 shares; 2025Q4: 3,336 shares 3,336 $396K 0.1% -74 Timeline EPOL 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: 11,232 shares 11,232 $395K 0.1% new 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: 1,045 shares; 2024Q4: 1,034 shares; 2025Q1: 1,041 shares; 2025Q2: 1,032 shares; 2025Q3: 1,049 shares; 2025Q4: 1,024 shares 1,024 $392K 0.1% -25 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: not reported; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 2,054 shares 2,054 $392K 0.1% +976 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: 6,757 shares; 2025Q3: 6,856 shares; 2025Q4: 7,025 shares 7,025 $389K 0.1% +169 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,039 shares; 2024Q4: 81,039 shares; 2025Q1: 81,039 shares; 2025Q2: 81,039 shares; 2025Q3: 81,039 shares; 2025Q4: 81,039 shares 81,039 $383K 0.09% 0 Timeline EWL 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: 6,377 shares 6,377 $382K 0.09% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 549 shares; 2025Q1: 618 shares; 2025Q2: 667 shares; 2025Q3: 608 shares; 2025Q4: 675 shares 675 $382K 0.09% +67 Timeline ILCV 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: 3,264 shares; 2025Q2: 4,531 shares; 2025Q3: 4,272 shares; 2025Q4: 4,043 shares 4,043 $382K 0.09% -229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,559 shares 2,559 $380K 0.09% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,342 shares; 2025Q4: 1,370 shares 1,370 $377K 0.09% +28 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: 2,258 shares; 2024Q4: 2,298 shares; 2025Q1: 2,210 shares; 2025Q2: 2,371 shares; 2025Q3: 2,554 shares; 2025Q4: 2,706 shares 2,706 $373K 0.09% +152 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,413 shares; 2025Q1: 16,454 shares; 2025Q2: 16,347 shares; 2025Q3: 16,078 shares; 2025Q4: 15,836 shares 15,836 $367K 0.09% -242 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: 4,362 shares; 2024Q4: 5,205 shares; 2025Q1: 4,834 shares; 2025Q2: 5,335 shares; 2025Q3: 5,566 shares; 2025Q4: 6,333 shares 6,333 $365K 0.09% +767 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,418 shares 1,418 $365K 0.09% +277 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 5,679 shares; 2025Q1: 5,169 shares; 2025Q2: 4,254 shares; 2025Q3: 4,251 shares; 2025Q4: 4,198 shares 4,198 $362K 0.09% -53 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,429 shares; 2025Q1: 2,585 shares; 2025Q2: 1,546 shares; 2025Q3: 1,488 shares; 2025Q4: 1,442 shares 1,442 $361K 0.09% -46 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: 3,759 shares; 2024Q4: 4,016 shares; 2025Q1: 3,538 shares; 2025Q2: 3,451 shares; 2025Q3: 3,516 shares; 2025Q4: 2,503 shares 2,503 $359K 0.09% -1,013 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,524 shares; 2025Q2: 3,820 shares; 2025Q3: 3,908 shares; 2025Q4: 4,551 shares 4,551 $358K 0.09% +643 Timeline ENOR 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: 12,358 shares 12,358 $356K 0.09% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,697 shares; 2025Q4: 3,690 shares 3,690 $355K 0.09% -7 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 379 shares 379 $353K 0.09% +10 Timeline EEMV 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: 5,559 shares; 2024Q4: 5,691 shares; 2025Q1: 5,691 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares; 2025Q4: 5,507 shares 5,507 $353K 0.09% -250 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,667 shares 12,667 $348K 0.09% new 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: 3,174 shares; 2025Q2: 2,751 shares; 2025Q3: 2,841 shares; 2025Q4: 2,820 shares 2,820 $346K 0.08% -21 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: 1,776 shares 1,776 $344K 0.08% new 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: 1,262 shares; 2025Q3: 1,314 shares; 2025Q4: 1,415 shares 1,415 $343K 0.08% +101 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,493 shares 1,493 $338K 0.08% new 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: 2,248 shares; 2024Q4: 3,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 3,212 shares 3,212 $338K 0.08% +582 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: 1,253 shares; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,401 shares; 2025Q3: 2,123 shares; 2025Q4: 2,182 shares 2,182 $333K 0.08% +59 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: 4,614 shares; 2024Q4: 3,898 shares; 2025Q1: 3,848 shares; 2025Q2: 5,183 shares; 2025Q3: 4,211 shares; 2025Q4: 4,705 shares 4,705 $329K 0.08% +494 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares 2,395 $328K 0.08% new 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: 1,611 shares; 2024Q4: 1,620 shares; 2025Q1: 1,524 shares; 2025Q2: 1,528 shares; 2025Q3: 1,535 shares; 2025Q4: 1,542 shares 1,542 $324K 0.08% +7 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,497 shares; 2025Q3: 2,671 shares; 2025Q4: 2,765 shares 2,765 $323K 0.08% +94 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: 1,139 shares; 2024Q4: 1,146 shares; 2025Q1: 1,223 shares; 2025Q2: 1,184 shares; 2025Q3: 1,094 shares; 2025Q4: 1,409 shares 1,409 $321K 0.08% +315 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 344 shares; 2025Q1: 349 shares; 2025Q2: 331 shares; 2025Q3: 333 shares; 2025Q4: 350 shares 350 $317K 0.08% +17 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: not reported; 2025Q3: not reported; 2025Q4: 12,038 shares 12,038 $316K 0.08% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,567 shares; 2025Q4: 1,766 shares 1,766 $314K 0.08% +199 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: 639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 740 shares 740 $312K 0.08% +97 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 573 shares; 2025Q3: 567 shares; 2025Q4: 540 shares 540 $312K 0.08% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: 277 shares; 2025Q4: 288 shares 288 $308K 0.08% +11 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 783 shares; 2025Q4: 937 shares 937 $307K 0.07% +154 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: 2,230 shares; 2025Q3: 2,568 shares; 2025Q4: 2,636 shares 2,636 $304K 0.07% +68 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: 1,237 shares; 2024Q4: 1,412 shares; 2025Q1: 1,401 shares; 2025Q2: 1,416 shares; 2025Q3: 1,450 shares; 2025Q4: 1,454 shares 1,454 $303K 0.07% +4 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 1,949 shares; 2025Q4: 1,857 shares 1,857 $300K 0.07% -92 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 1,947 shares 1,947 $299K 0.07% +350 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: 738 shares; 2024Q4: 1,400 shares; 2025Q1: 1,642 shares; 2025Q2: 2,977 shares; 2025Q3: 2,654 shares; 2025Q4: 1,623 shares 1,623 $299K 0.07% -1,031 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,234 shares; 2025Q4: 1,306 shares 1,306 $295K 0.07% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares 1,194 $294K 0.07% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,070 shares; 2025Q1: 1,083 shares; 2025Q2: 1,096 shares; 2025Q3: 1,123 shares; 2025Q4: 1,203 shares 1,203 $292K 0.07% +80 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,259 shares; 2025Q1: 1,315 shares; 2025Q2: 1,343 shares; 2025Q3: 1,358 shares; 2025Q4: 1,288 shares 1,288 $287K 0.07% -70 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: 1,740 shares; 2024Q4: 1,743 shares; 2025Q1: 1,781 shares; 2025Q2: 1,788 shares; 2025Q3: 1,738 shares; 2025Q4: 1,544 shares 1,544 $286K 0.07% -194 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: not reported; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 735 shares 735 $286K 0.07% +239 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,317 shares; 2025Q1: 1,382 shares; 2025Q2: 1,361 shares; 2025Q3: 1,352 shares; 2025Q4: 1,357 shares 1,357 $279K 0.07% +5 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 506 shares; 2025Q1: 500 shares; 2025Q2: 494 shares; 2025Q3: 490 shares; 2025Q4: 478 shares 478 $278K 0.07% -12 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,394 shares; 2025Q1: 2,404 shares; 2025Q2: 2,535 shares; 2025Q3: 2,542 shares; 2025Q4: 2,566 shares 2,566 $275K 0.07% +24 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: 1,814 shares; 2024Q4: not reported; 2025Q1: 1,830 shares; 2025Q2: 1,936 shares; 2025Q3: 1,949 shares; 2025Q4: 2,142 shares 2,142 $273K 0.07% +193 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: 475 shares; 2024Q4: 464 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 501 shares; 2025Q4: 535 shares 535 $273K 0.07% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 982 shares; 2025Q4: 994 shares 994 $269K 0.07% +12 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,194 shares; 2024Q4: 36,521 shares; 2025Q1: 36,760 shares; 2025Q2: 36,752 shares; 2025Q3: 36,674 shares; 2025Q4: 36,681 shares 36,681 $269K 0.07% +7 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: 498 shares; 2024Q4: 492 shares; 2025Q1: 541 shares; 2025Q2: 568 shares; 2025Q3: 616 shares; 2025Q4: 511 shares 511 $267K 0.07% -105 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,374 shares; 2025Q2: 1,363 shares; 2025Q3: 1,361 shares; 2025Q4: 1,364 shares 1,364 $267K 0.07% +3 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,400 shares; 2025Q1: 5,488 shares; 2025Q2: 5,553 shares; 2025Q3: 5,774 shares; 2025Q4: 6,567 shares 6,567 $265K 0.06% +793 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 818 shares; 2025Q3: 818 shares; 2025Q4: 808 shares 808 $265K 0.06% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,183 shares; 2025Q4: 1,212 shares 1,212 $263K 0.06% +29 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares 908 $262K 0.06% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 794 shares; 2025Q4: 919 shares 919 $256K 0.06% +125 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,211 shares; 2025Q1: 1,226 shares; 2025Q2: 1,215 shares; 2025Q3: 1,246 shares; 2025Q4: 1,209 shares 1,209 $256K 0.06% -37 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 580 shares; 2025Q4: 568 shares 568 $253K 0.06% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 683 shares 683 $253K 0.06% +49 Timeline EQT EQT CORP More: the full row for EQT 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: 4,563 shares; 2025Q2: 4,390 shares; 2025Q3: 4,456 shares; 2025Q4: 4,662 shares 4,662 $250K 0.06% +206 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: 159 shares; 2025Q2: 2,435 shares; 2025Q3: 2,559 shares; 2025Q4: 2,715 shares 2,715 $248K 0.06% +156 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,350 shares; 2024Q4: 16,301 shares; 2025Q1: 16,139 shares; 2025Q2: 16,417 shares; 2025Q3: 16,203 shares; 2025Q4: 15,659 shares 15,659 $247K 0.06% -544 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 768 shares; 2025Q4: 807 shares 807 $247K 0.06% +39 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 2,121 shares; 2025Q3: 2,203 shares; 2025Q4: 2,102 shares 2,102 $246K 0.06% -101 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,638 shares; 2025Q4: 2,616 shares 2,616 $240K 0.06% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,474 shares 1,474 $240K 0.06% +115 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 526 shares; 2025Q1: 564 shares; 2025Q2: 595 shares; 2025Q3: 641 shares; 2025Q4: 644 shares 644 $238K 0.06% +3 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 363 shares; 2025Q2: 340 shares; 2025Q3: 342 shares; 2025Q4: 1,553 shares 1,553 $238K 0.06% +1,211 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 1,867 shares; 2025Q4: 1,833 shares 1,833 $237K 0.06% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,427 shares 5,427 $232K 0.06% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,710 shares 2,710 $231K 0.06% new 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: not reported; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares 786 $228K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares 1,425 $228K 0.06% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 842 shares; 2025Q3: 828 shares; 2025Q4: 827 shares 827 $228K 0.06% -1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: not reported; 2025Q1: 2,748 shares; 2025Q2: 5,558 shares; 2025Q3: 5,552 shares; 2025Q4: 5,598 shares 5,598 $225K 0.05% +46 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,786 shares 2,786 $223K 0.05% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,304 shares; 2025Q4: 1,317 shares 1,317 $223K 0.05% +13 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 603 shares; 2025Q1: 507 shares; 2025Q2: 488 shares; 2025Q3: 534 shares; 2025Q4: 474 shares 474 $223K 0.05% -60 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329 shares 329 $223K 0.05% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,708 shares; 2025Q1: 2,710 shares; 2025Q2: 2,727 shares; 2025Q3: 2,672 shares; 2025Q4: 2,791 shares 2,791 $222K 0.05% +119 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976 $222K 0.05% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,662 shares; 2025Q1: 2,657 shares; 2025Q2: 2,651 shares; 2025Q3: 2,624 shares; 2025Q4: 2,531 shares 2,531 $222K 0.05% -93 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 158 shares; 2025Q2: 167 shares; 2025Q3: 168 shares; 2025Q4: 166 shares 166 $221K 0.05% -2 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,059 shares; 2025Q1: 1,081 shares; 2025Q2: 1,094 shares; 2025Q3: 1,106 shares; 2025Q4: 1,089 shares 1,089 $221K 0.05% -17 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 907 shares 907 $220K 0.05% new Timeline FOXA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares 3,009 $220K 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares 336 $220K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 456 shares 456 $219K 0.05% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 2,939 shares; 2025Q4: 4,767 shares 4,767 $219K 0.05% +1,828 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares 1,032 $218K 0.05% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,047 shares; 2025Q4: 6,081 shares 6,081 $218K 0.05% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: not reported; 2025Q4: 698 shares 698 $218K 0.05% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 904 shares 904 $218K 0.05% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares 520 $215K 0.05% new 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: 981 shares; 2024Q4: not reported; 2025Q1: 1,021 shares; 2025Q2: 1,058 shares; 2025Q3: 1,030 shares; 2025Q4: 977 shares 977 $215K 0.05% -53 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: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,363 shares; 2025Q3: 1,350 shares; 2025Q4: 1,324 shares 1,324 $214K 0.05% -26 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 601 shares; 2025Q1: 594 shares; 2025Q2: 585 shares; 2025Q3: 581 shares; 2025Q4: 527 shares 527 $213K 0.05% -54 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 478 shares 478 $212K 0.05% +12 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares 397 $212K 0.05% new Timeline FDN 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: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $211K 0.05% 0 Timeline STN STANTEC INC More: the full row for STANTEC 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: 2,240 shares; 2025Q3: 2,238 shares; 2025Q4: 2,236 shares 2,236 $211K 0.05% -2 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: not reported; 2025Q3: not reported; 2025Q4: 2,642 shares 2,642 $210K 0.05% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,097 shares 2,097 $210K 0.05% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares 2,505 $209K 0.05% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 3,027 shares 3,027 $209K 0.05% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 831 shares 831 $209K 0.05% -4 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: 567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 648 shares; 2025Q4: 647 shares 647 $206K 0.05% -1 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares 361 $206K 0.05% new Timeline IX ORIX CORP More: the full row for ORIX 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: 6,984 shares 6,984 $204K 0.05% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $204K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: not reported; 2025Q4: 434 shares 434 $204K 0.05% new 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: 794 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares 843 $203K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,470 shares 5,470 $202K 0.05% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: not reported; 2025Q1: 1,118 shares; 2025Q2: 1,150 shares; 2025Q3: 1,112 shares; 2025Q4: 1,072 shares 1,072 $202K 0.05% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares 1,178 $201K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,092 shares 2,092 $201K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares 3,426 $200K 0.05% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,903 shares; 2025Q1: 19,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,168 shares 19,168 $194K 0.05% new Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 10,450 shares; 2025Q1: 10,449 shares; 2025Q2: 10,613 shares; 2025Q3: 10,613 shares; 2025Q4: 10,553 shares 10,553 $185K 0.05% -60 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 11,005 shares; 2025Q1: 11,419 shares; 2025Q2: 11,239 shares; 2025Q3: 11,647 shares; 2025Q4: 12,465 shares 12,465 $175K 0.04% +818 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS 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: 19,013 shares; 2025Q3: 19,235 shares; 2025Q4: 19,958 shares 19,958 $157K 0.04% +723 Timeline KNOP KNOT OFFSHORE PARTNERS LP More: the full row for KNOT OFFSHORE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: not reported; 2025Q1: 12,236 shares; 2025Q2: 12,265 shares; 2025Q3: 12,307 shares; 2025Q4: 12,401 shares 12,401 $128K 0.03% +94 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,902 shares; 2024Q4: 14,200 shares; 2025Q1: 15,581 shares; 2025Q2: 15,529 shares; 2025Q3: 15,376 shares; 2025Q4: 14,403 shares 14,403 $103K 0.03% -973 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,267 shares; 2024Q4: 65,267 shares; 2025Q1: 65,242 shares; 2025Q2: 60,688 shares; 2025Q3: 59,878 shares; 2025Q4: 59,563 shares 59,563 $91.1K 0.02% -315 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 16,103 shares; 2025Q1: 15,510 shares; 2025Q2: 14,978 shares; 2025Q3: 13,642 shares; 2025Q4: 13,603 shares 13,603 $85.3K 0.02% -39 Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,007 shares; 2024Q4: 11,103 shares; 2025Q1: 11,147 shares; 2025Q2: 11,330 shares; 2025Q3: 11,192 shares; 2025Q4: 11,249 shares 11,249 $79.4K 0.02% +57 Timeline JFIN JIAYIN GROUP INC More: the full row for JIAYIN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,004 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 12,010 shares; 2025Q4: 11,847 shares 11,847 $68.7K 0.02% -163 Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,584 shares; 2024Q4: 50,108 shares; 2025Q1: 47,601 shares; 2025Q2: 47,087 shares; 2025Q3: 46,050 shares; 2025Q4: 46,051 shares 46,051 $68.6K 0.02% +1 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: 11,651 shares; 2025Q1: 11,435 shares; 2025Q2: 11,578 shares; 2025Q3: 11,678 shares; 2025Q4: 11,690 shares 11,690 $64.8K 0.02% +12 Timeline HUYA HUYA INC More: the full row for HUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,848 shares; 2024Q4: 18,152 shares; 2025Q1: 16,629 shares; 2025Q2: 24,406 shares; 2025Q3: 22,889 shares; 2025Q4: 21,177 shares 21,177 $61K 0.01% -1,712 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,796 shares 12,796 $48.2K 0.01% new Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL 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: 10,704 shares; 2025Q3: 12,813 shares; 2025Q4: 12,021 shares 12,021 $45.2K 0.01% -792 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 15,450 shares; 2025Q2: 15,869 shares; 2025Q3: 15,689 shares; 2025Q4: 15,343 shares 15,343 $43.6K 0.01% -346 Timeline LU LUFAX HOLDING LTD More: the full row for LUFAX HOLDING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,990 shares; 2024Q4: 13,235 shares; 2025Q1: 13,731 shares; 2025Q2: 13,660 shares; 2025Q3: 13,519 shares; 2025Q4: 13,513 shares 13,513 $34.6K 0.01% -6 Timeline SY SO YOUNG INTERNATIONAL INC More: the full row for SO YOUNG INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,281 shares; 2024Q4: 18,376 shares; 2025Q1: 18,907 shares; 2025Q2: 13,741 shares; 2025Q3: 13,404 shares; 2025Q4: 13,403 shares 13,403 $34.3K 0.01% -1 Timeline CCCC C4 THERAPEUTICS INC More: the full row for C4 THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,643 shares; 2025Q3: 19,510 shares; 2025Q4: 16,889 shares 16,889 $32.3K 0.01% -2,621 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,780 shares 10,780 $25.2K 0.01% new Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,664 shares; 2025Q3: 29,747 shares; 2025Q4: 31,422 shares 31,422 $22.4K 0.01% +1,675 Timeline SRFM SURF AIR MOBILITY INC More: the full row for SURF AIR MOBILITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,006 shares 10,006 $19.4K <0.01% new Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,032 shares; 2025Q3: 19,218 shares; 2025Q4: 41,354 shares 41,354 $17K <0.01% +22,136 GREE VULCAN INFRASTRUCTURE & PWR More: the full row for VULCAN INFRASTRUCTURE & PWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,770 shares; 2025Q1: not reported; 2025Q2: 11,528 shares; 2025Q3: 10,777 shares; 2025Q4: 10,754 shares 10,754 $15.9K <0.01% -23 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI 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: 78,688 shares; 2025Q2: 68,200 shares; 2025Q3: 17,119 shares; 2025Q4: 13,632 shares 13,632 $15K <0.01% -3,487 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,081 shares 11,081 $15K <0.01% new Timeline TRUG TRUGOLF HLDGS INC CL A NEW (NV More: the full row for TRUGOLF HLDGS INC CL A NEW (NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,726 shares 14,726 $10.7K <0.01% new Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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: 22,669 shares 22,669 $7.96K <0.01% new Timeline AMZE AMAZE HOLDINGS INC More: the full row for AMAZE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,040 shares 14,040 $5.33K <0.01% new Timeline SAFX XCF GLOBAL INC More: the full row for XCF GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,455 shares 19,455 $5.31K <0.01% new Timeline Trinseo PLC Trinseo PLC More: the full row for Trinseo 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: 10,493 shares 10,493 $5.21K <0.01% new VSTD VESTAND INC. More: the full row for VESTAND 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: 22,655 shares 22,655 $5.19K <0.01% new Timeline PROFUSA INC PROFUSA INC More: the full row for PROFUSA 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: 27,399 shares 27,399 $2.87K <0.01% new RYVYL INC RYVYL INC More: the full row for RYVYL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,024 shares 16,024 $2.6K <0.01% new