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: 514,715 shares; 2024Q3: 489,842 shares; 2024Q4: 488,294 shares; 2025Q1: 490,314 shares; 2025Q2: 480,327 shares; 2025Q3: 474,418 shares; 2025Q4: 447,949 shares 447,949 $122M 3.86% -26,469 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: 204,917 shares; 2024Q3: 199,959 shares; 2024Q4: 195,083 shares; 2025Q1: 194,196 shares; 2025Q2: 198,551 shares; 2025Q3: 204,701 shares; 2025Q4: 205,555 shares 205,555 $99.4M 3.15% +854 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: 302,370 shares; 2024Q3: 298,161 shares; 2024Q4: 271,757 shares; 2025Q1: 271,997 shares; 2025Q2: 261,071 shares; 2025Q3: 259,371 shares; 2025Q4: 221,095 shares 221,095 $69.4M 2.2% -38,276 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: 199,201 shares; 2024Q3: 203,069 shares; 2024Q4: 328,519 shares; 2025Q1: 237,903 shares; 2025Q2: 294,620 shares; 2025Q3: 338,889 shares; 2025Q4: 355,002 shares 355,002 $68M 2.15% +16,113 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 827,698 shares; 2024Q3: 978,719 shares; 2024Q4: 1,077,665 shares; 2025Q1: 1,256,966 shares; 2025Q2: 1,412,631 shares; 2025Q3: 1,617,452 shares; 2025Q4: 2,066,098 shares 2,066,098 $68M 2.15% +448,646 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: 376,711 shares; 2024Q3: 366,190 shares; 2024Q4: 356,361 shares; 2025Q1: 358,373 shares; 2025Q2: 355,503 shares; 2025Q3: 355,454 shares; 2025Q4: 348,192 shares 348,192 $66.5M 2.11% -7,262 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 532,495 shares; 2024Q3: 493,161 shares; 2024Q4: 476,122 shares; 2025Q1: 428,786 shares; 2025Q2: 408,387 shares; 2025Q3: 446,509 shares; 2025Q4: 585,728 shares 585,728 $58.8M 1.86% +139,219 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: 266,232 shares; 2024Q3: 258,603 shares; 2024Q4: 255,930 shares; 2025Q1: 255,007 shares; 2025Q2: 252,945 shares; 2025Q3: 252,736 shares; 2025Q4: 246,549 shares 246,549 $56.9M 1.8% -6,187 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: 300,814 shares; 2024Q3: 277,892 shares; 2024Q4: 265,115 shares; 2025Q1: 262,816 shares; 2025Q2: 273,786 shares; 2025Q3: 267,656 shares; 2025Q4: 263,467 shares 263,467 $55.8M 1.77% -4,189 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: 240,109 shares; 2024Q3: 230,314 shares; 2024Q4: 179,745 shares; 2025Q1: 257,791 shares; 2025Q2: 266,728 shares; 2025Q3: 271,548 shares; 2025Q4: 296,210 shares 296,210 $55.2M 1.75% +24,662 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: 93,546 shares; 2024Q3: 94,630 shares; 2024Q4: 94,493 shares; 2025Q1: 95,652 shares; 2025Q2: 98,069 shares; 2025Q3: 98,517 shares; 2025Q4: 100,995 shares 100,995 $49.3M 1.56% +2,478 Timeline SCHM 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: 331,017 shares; 2024Q3: 351,188 shares; 2024Q4: 1,109,317 shares; 2025Q1: 1,242,993 shares; 2025Q2: 1,289,997 shares; 2025Q3: 1,396,482 shares; 2025Q4: 1,623,745 shares 1,623,745 $48.8M 1.55% +227,263 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: 101,838 shares; 2024Q3: 100,254 shares; 2024Q4: 98,735 shares; 2025Q1: 99,146 shares; 2025Q2: 95,287 shares; 2025Q3: 94,193 shares; 2025Q4: 93,225 shares 93,225 $46.9M 1.48% -968 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 563,393 shares; 2024Q3: 608,344 shares; 2024Q4: 649,780 shares; 2025Q1: 694,240 shares; 2025Q2: 741,524 shares; 2025Q3: 797,317 shares; 2025Q4: 909,376 shares 909,376 $45.4M 1.44% +112,059 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: 1,260 shares; 2024Q3: 105,965 shares; 2024Q4: 82,720 shares; 2025Q1: 130,573 shares; 2025Q2: 127,904 shares; 2025Q3: 133,828 shares; 2025Q4: 118,820 shares 118,820 $41.1M 1.3% -15,008 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: 59,026 shares; 2024Q3: 57,831 shares; 2024Q4: 58,283 shares; 2025Q1: 57,867 shares; 2025Q2: 53,618 shares; 2025Q3: 53,402 shares; 2025Q4: 51,876 shares 51,876 $35.5M 1.13% -1,526 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: 390,524 shares; 2024Q3: 431,805 shares; 2024Q4: 446,222 shares; 2025Q1: 470,044 shares; 2025Q2: 492,322 shares; 2025Q3: 502,241 shares; 2025Q4: 519,822 shares 519,822 $34.9M 1.11% +17,581 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: 71,640 shares; 2024Q3: 69,290 shares; 2024Q4: 68,291 shares; 2025Q1: 61,321 shares; 2025Q2: 59,179 shares; 2025Q3: 55,506 shares; 2025Q4: 52,855 shares 52,855 $34.9M 1.1% -2,651 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 403,032 shares; 2024Q3: 464,536 shares; 2024Q4: 503,495 shares; 2025Q1: 562,350 shares; 2025Q2: 640,588 shares; 2025Q3: 718,258 shares; 2025Q4: 876,248 shares 876,248 $33.3M 1.05% +157,990 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 331,967 shares; 2024Q3: 423,123 shares; 2024Q4: 482,808 shares; 2025Q1: 570,745 shares; 2025Q2: 673,910 shares; 2025Q3: 762,129 shares; 2025Q4: 945,906 shares 945,906 $32.4M 1.02% +183,777 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 267,603 shares; 2024Q3: 375,237 shares; 2024Q4: 386,353 shares; 2025Q1: 394,562 shares; 2025Q2: 387,676 shares; 2025Q3: 394,839 shares; 2025Q4: 405,068 shares 405,068 $32.3M 1.02% +10,229 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 323,450 shares; 2024Q3: 307,532 shares; 2024Q4: 299,453 shares; 2025Q1: 295,736 shares; 2025Q2: 290,218 shares; 2025Q3: 286,304 shares; 2025Q4: 282,914 shares 282,914 $32.2M 1.02% -3,390 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 515,524 shares; 2024Q3: 560,920 shares; 2024Q4: 613,143 shares; 2025Q1: 669,079 shares; 2025Q2: 718,959 shares; 2025Q3: 753,398 shares; 2025Q4: 821,611 shares 821,611 $31.2M 0.99% +68,213 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: 38,871 shares; 2024Q3: 39,881 shares; 2024Q4: 40,600 shares; 2025Q1: 40,128 shares; 2025Q2: 41,299 shares; 2025Q3: 42,472 shares; 2025Q4: 45,052 shares 45,052 $28.3M 0.89% +2,580 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: 409,241 shares; 2024Q3: 405,375 shares; 2024Q4: 404,223 shares; 2025Q1: 417,323 shares; 2025Q2: 459,531 shares; 2025Q3: 469,844 shares; 2025Q4: 447,571 shares 447,571 $28M 0.89% -22,273 Timeline FNDF 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: 761,555 shares; 2024Q3: 700,528 shares; 2024Q4: 699,367 shares; 2025Q1: 680,895 shares; 2025Q2: 649,746 shares; 2025Q3: 619,251 shares; 2025Q4: 610,738 shares 610,738 $27.6M 0.87% -8,513 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: 398,368 shares; 2024Q3: 387,921 shares; 2024Q4: 385,390 shares; 2025Q1: 383,484 shares; 2025Q2: 379,082 shares; 2025Q3: 378,482 shares; 2025Q4: 377,283 shares 377,283 $26.9M 0.85% -1,199 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: 57,911 shares; 2024Q3: 56,856 shares; 2024Q4: 55,626 shares; 2025Q1: 48,222 shares; 2025Q2: 46,452 shares; 2025Q3: 47,569 shares; 2025Q4: 45,328 shares 45,328 $25.9M 0.82% -2,241 Timeline FNDC 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: 670,209 shares; 2024Q3: 609,220 shares; 2024Q4: 616,664 shares; 2025Q1: 606,808 shares; 2025Q2: 590,422 shares; 2025Q3: 579,279 shares; 2025Q4: 575,262 shares 575,262 $25.6M 0.81% -4,017 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: 92,933 shares; 2024Q3: 91,351 shares; 2024Q4: 89,699 shares; 2025Q1: 74,164 shares; 2025Q2: 72,015 shares; 2025Q3: 70,691 shares; 2025Q4: 68,569 shares 68,569 $24M 0.76% -2,122 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 73,040 shares; 2024Q3: 66,984 shares; 2024Q4: 66,151 shares; 2025Q1: 66,296 shares; 2025Q2: 63,089 shares; 2025Q3: 61,878 shares; 2025Q4: 59,409 shares 59,409 $23.5M 0.75% -2,469 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 371,608 shares; 2024Q3: 415,253 shares; 2024Q4: 441,801 shares; 2025Q1: 490,765 shares; 2025Q2: 539,495 shares; 2025Q3: 572,944 shares; 2025Q4: 674,897 shares 674,897 $22.8M 0.72% +101,953 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 353,149 shares; 2024Q3: 355,409 shares; 2024Q4: 354,130 shares; 2025Q1: 363,158 shares; 2025Q2: 392,013 shares; 2025Q3: 393,997 shares; 2025Q4: 381,772 shares 381,772 $22.7M 0.72% -12,225 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 852 shares; 2024Q3: 859 shares; 2024Q4: 18,797 shares; 2025Q1: 30,520 shares; 2025Q2: 29,684 shares; 2025Q3: 37,678 shares; 2025Q4: 37,120 shares 37,120 $21.5M 0.68% -558 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: 111,653 shares; 2024Q3: 103,332 shares; 2024Q4: 88,128 shares; 2025Q1: 87,175 shares; 2025Q2: 85,519 shares; 2025Q3: 86,254 shares; 2025Q4: 68,472 shares 68,472 $21.4M 0.68% -17,782 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: 175,638 shares; 2024Q3: 143,579 shares; 2024Q4: 140,765 shares; 2025Q1: 139,908 shares; 2025Q2: 133,816 shares; 2025Q3: 131,659 shares; 2025Q4: 129,268 shares 129,268 $20.9M 0.66% -2,391 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: 77,681 shares; 2024Q3: 74,438 shares; 2024Q4: 72,067 shares; 2025Q1: 71,588 shares; 2025Q2: 73,712 shares; 2025Q3: 73,847 shares; 2025Q4: 69,259 shares 69,259 $20.9M 0.66% -4,588 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 103,705 shares; 2024Q3: 78,939 shares; 2024Q4: 78,117 shares; 2025Q1: 100,433 shares; 2025Q2: 96,908 shares; 2025Q3: 96,907 shares; 2025Q4: 71,162 shares 71,162 $20.9M 0.66% -25,745 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: 92,918 shares; 2024Q3: 93,180 shares; 2024Q4: 90,703 shares; 2025Q1: 88,394 shares; 2025Q2: 89,460 shares; 2025Q3: 86,465 shares; 2025Q4: 83,135 shares 83,135 $20.9M 0.66% -3,330 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 147,808 shares; 2024Q3: 148,554 shares; 2024Q4: 145,258 shares; 2025Q1: 145,597 shares; 2025Q2: 148,637 shares; 2025Q3: 145,940 shares; 2025Q4: 145,298 shares 145,298 $20.9M 0.66% -642 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 235,197 shares; 2024Q3: 243,798 shares; 2024Q4: 739,374 shares; 2025Q1: 740,236 shares; 2025Q2: 775,552 shares; 2025Q3: 769,580 shares; 2025Q4: 756,860 shares 756,860 $20.8M 0.66% -12,720 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: 70,894 shares; 2024Q3: 68,927 shares; 2024Q4: 66,351 shares; 2025Q1: 65,507 shares; 2025Q2: 70,985 shares; 2025Q3: 72,094 shares; 2025Q4: 71,007 shares 71,007 $20.6M 0.65% -1,087 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: 86,904 shares; 2024Q3: 108,912 shares; 2024Q4: 86,503 shares; 2025Q1: 87,687 shares; 2025Q2: 84,177 shares; 2025Q3: 85,215 shares; 2025Q4: 63,697 shares 63,697 $19.4M 0.61% -21,518 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 192,476 shares; 2024Q3: 193,568 shares; 2024Q4: 199,449 shares; 2025Q1: 207,300 shares; 2025Q2: 210,686 shares; 2025Q3: 219,321 shares; 2025Q4: 223,715 shares 223,715 $18.7M 0.59% +4,394 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 377,214 shares; 2024Q3: 374,996 shares; 2024Q4: 368,312 shares; 2025Q1: 368,552 shares; 2025Q2: 360,324 shares; 2025Q3: 365,218 shares; 2025Q4: 348,197 shares 348,197 $18.7M 0.59% -17,021 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: 6,861 shares; 2024Q3: 6,791 shares; 2024Q4: 6,526 shares; 2025Q1: 6,916 shares; 2025Q2: 6,012 shares; 2025Q3: 17,408 shares; 2025Q4: 17,403 shares 17,403 $18.7M 0.59% -5 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 89,379 shares; 2024Q3: 87,869 shares; 2024Q4: 100,779 shares; 2025Q1: 112,994 shares; 2025Q2: 155,418 shares; 2025Q3: 175,669 shares; 2025Q4: 177,809 shares 177,809 $18.2M 0.58% +2,140 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 189,907 shares; 2024Q3: 270,614 shares; 2024Q4: 299,576 shares; 2025Q1: 346,269 shares; 2025Q2: 410,683 shares; 2025Q3: 463,370 shares; 2025Q4: 574,660 shares 574,660 $18.2M 0.58% +111,290 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 420,742 shares; 2024Q3: 422,320 shares; 2024Q4: 412,871 shares; 2025Q1: 406,847 shares; 2025Q2: 411,088 shares; 2025Q3: 403,917 shares; 2025Q4: 398,533 shares 398,533 $17.7M 0.56% -5,384 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: 227,778 shares; 2024Q3: 216,668 shares; 2024Q4: 210,364 shares; 2025Q1: 207,212 shares; 2025Q2: 198,002 shares; 2025Q3: 192,920 shares; 2025Q4: 191,543 shares 191,543 $17.1M 0.54% -1,377 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: 37,970 shares; 2024Q3: 39,145 shares; 2024Q4: 38,806 shares; 2025Q1: 38,978 shares; 2025Q2: 38,862 shares; 2025Q3: 38,805 shares; 2025Q4: 52,408 shares 52,408 $16.7M 0.53% +13,603 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 695 shares; 2024Q3: 570 shares; 2024Q4: 479 shares; 2025Q1: 20,009 shares; 2025Q2: 27,587 shares; 2025Q3: 27,397 shares; 2025Q4: 26,786 shares 26,786 $16.7M 0.53% -611 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 177,518 shares; 2024Q3: 177,581 shares; 2024Q4: 179,524 shares; 2025Q1: 180,279 shares; 2025Q2: 182,200 shares; 2025Q3: 183,064 shares; 2025Q4: 183,978 shares 183,978 $16M 0.51% +914 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: 46,013 shares; 2024Q3: 37,187 shares; 2024Q4: 37,401 shares; 2025Q1: 150,520 shares; 2025Q2: 146,180 shares; 2025Q3: 149,886 shares; 2025Q4: 206,033 shares 206,033 $15.9M 0.5% +56,147 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,240 shares; 2024Q3: 1,896 shares; 2024Q4: 1,701 shares; 2025Q1: 61,279 shares; 2025Q2: 59,224 shares; 2025Q3: 59,441 shares; 2025Q4: 81,211 shares 81,211 $15.8M 0.5% +21,770 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: 43,647 shares; 2024Q3: 42,961 shares; 2024Q4: 42,063 shares; 2025Q1: 31,507 shares; 2025Q2: 30,348 shares; 2025Q3: 29,907 shares; 2025Q4: 29,209 shares 29,209 $15.3M 0.48% -698 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 503,818 shares; 2024Q3: 487,491 shares; 2024Q4: 476,697 shares; 2025Q1: 475,043 shares; 2025Q2: 455,533 shares; 2025Q3: 459,498 shares; 2025Q4: 448,274 shares 448,274 $15.2M 0.48% -11,224 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,412 shares; 2025Q4: 31,755 shares 31,755 $14.9M 0.47% +8,343 Timeline SCZ 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: 193,670 shares; 2024Q3: 190,227 shares; 2024Q4: 189,564 shares; 2025Q1: 187,772 shares; 2025Q2: 185,298 shares; 2025Q3: 182,280 shares; 2025Q4: 182,064 shares 182,064 $14.1M 0.45% -216 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: 11,388 shares; 2024Q3: 15,633 shares; 2024Q4: 15,856 shares; 2025Q1: 16,034 shares; 2025Q2: 15,626 shares; 2025Q3: 15,599 shares; 2025Q4: 13,068 shares 13,068 $14M 0.44% -2,531 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 333,250 shares; 2024Q3: 329,521 shares; 2024Q4: 358,617 shares; 2025Q1: 352,126 shares; 2025Q2: 357,062 shares; 2025Q3: 363,468 shares; 2025Q4: 365,037 shares 365,037 $13.9M 0.44% +1,569 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 139,024 shares; 2024Q3: 154,075 shares; 2024Q4: 361,134 shares; 2025Q1: 422,840 shares; 2025Q2: 498,190 shares; 2025Q3: 559,604 shares; 2025Q4: 553,053 shares 553,053 $13.9M 0.44% -6,551 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,033,219 shares; 2024Q3: 1,051,310 shares; 2024Q4: 926,605 shares; 2025Q1: 931,327 shares; 2025Q2: 948,216 shares; 2025Q3: 995,151 shares; 2025Q4: 1,037,621 shares 1,037,621 $13.7M 0.44% +42,470 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 163,477 shares; 2024Q3: 158,639 shares; 2024Q4: 155,159 shares; 2025Q1: 154,840 shares; 2025Q2: 148,551 shares; 2025Q3: 111,276 shares; 2025Q4: 109,560 shares 109,560 $13.7M 0.43% -1,716 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 182,058 shares; 2024Q3: 176,427 shares; 2024Q4: 148,858 shares; 2025Q1: 149,588 shares; 2025Q2: 143,136 shares; 2025Q3: 143,067 shares; 2025Q4: 139,381 shares 139,381 $13.4M 0.42% -3,686 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: 18,303 shares; 2024Q3: 14,966 shares; 2024Q4: 14,248 shares; 2025Q1: 16,503 shares; 2025Q2: 14,729 shares; 2025Q3: 14,345 shares; 2025Q4: 19,633 shares 19,633 $13.4M 0.42% +5,288 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: 131,888 shares; 2024Q3: 127,144 shares; 2024Q4: 126,147 shares; 2025Q1: 118,019 shares; 2025Q2: 98,416 shares; 2025Q3: 95,924 shares; 2025Q4: 95,498 shares 95,498 $13.2M 0.42% -426 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: 526 shares; 2024Q3: 569 shares; 2024Q4: 641 shares; 2025Q1: 661 shares; 2025Q2: 818 shares; 2025Q3: 811 shares; 2025Q4: 23,244 shares 23,244 $13.2M 0.42% +22,433 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43,523 shares; 2025Q1: 66,788 shares; 2025Q2: 64,387 shares; 2025Q3: 64,395 shares; 2025Q4: 64,430 shares 64,430 $13M 0.41% +35 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45,041 shares; 2024Q3: 45,042 shares; 2024Q4: 42,856 shares; 2025Q1: 42,658 shares; 2025Q2: 40,511 shares; 2025Q3: 59,600 shares; 2025Q4: 57,032 shares 57,032 $12.9M 0.41% -2,568 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 124,151 shares; 2024Q3: 112,094 shares; 2024Q4: 131,402 shares; 2025Q1: 138,539 shares; 2025Q2: 156,545 shares; 2025Q3: 162,093 shares; 2025Q4: 172,239 shares 172,239 $12.8M 0.4% +10,146 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: 41,976 shares; 2024Q3: 58,919 shares; 2024Q4: 31,391 shares; 2025Q1: 45,954 shares; 2025Q2: 47,804 shares; 2025Q3: 50,144 shares; 2025Q4: 47,513 shares 47,513 $12.6M 0.4% -2,631 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 142,897 shares; 2024Q3: 138,903 shares; 2024Q4: 122,431 shares; 2025Q1: 118,443 shares; 2025Q2: 111,357 shares; 2025Q3: 111,983 shares; 2025Q4: 125,288 shares 125,288 $12.5M 0.4% +13,305 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 76,608 shares; 2024Q3: 76,242 shares; 2024Q4: 74,978 shares; 2025Q1: 74,775 shares; 2025Q2: 34,085 shares; 2025Q3: 33,013 shares; 2025Q4: 47,482 shares 47,482 $12.3M 0.39% +14,469 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 194,563 shares; 2024Q3: 187,757 shares; 2024Q4: 182,661 shares; 2025Q1: 181,498 shares; 2025Q2: 173,255 shares; 2025Q3: 171,346 shares; 2025Q4: 167,496 shares 167,496 $12.1M 0.38% -3,850 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 116,881 shares; 2024Q3: 122,121 shares; 2024Q4: 127,437 shares; 2025Q1: 136,493 shares; 2025Q2: 131,564 shares; 2025Q3: 132,578 shares; 2025Q4: 134,176 shares 134,176 $11.9M 0.38% +1,598 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 42,077 shares; 2024Q3: 5,609 shares; 2024Q4: 5,128 shares; 2025Q1: 4,804 shares; 2025Q2: 4,439 shares; 2025Q3: 5,543 shares; 2025Q4: 44,091 shares 44,091 $11.8M 0.37% +38,548 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85,305 shares; 2025Q1: 88,058 shares; 2025Q2: 84,586 shares; 2025Q3: 84,565 shares; 2025Q4: 84,184 shares 84,184 $11.5M 0.36% -381 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: 140,742 shares; 2024Q3: 143,327 shares; 2024Q4: 147,217 shares; 2025Q1: 146,134 shares; 2025Q2: 152,155 shares; 2025Q3: 149,429 shares; 2025Q4: 150,974 shares 150,974 $11.4M 0.36% +1,545 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: 24,810 shares; 2024Q3: 24,169 shares; 2024Q4: 23,677 shares; 2025Q1: 14,753 shares; 2025Q2: 13,654 shares; 2025Q3: 13,764 shares; 2025Q4: 13,088 shares 13,088 $11.3M 0.36% -676 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 54,806 shares; 2024Q3: 53,658 shares; 2024Q4: 35,774 shares; 2025Q1: 35,762 shares; 2025Q2: 34,972 shares; 2025Q3: 34,642 shares; 2025Q4: 34,319 shares 34,319 $11.3M 0.36% -323 Timeline DFAR 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: 490,609 shares; 2024Q3: 491,274 shares; 2024Q4: 482,405 shares; 2025Q1: 493,095 shares; 2025Q2: 485,277 shares; 2025Q3: 486,044 shares; 2025Q4: 489,628 shares 489,628 $11.2M 0.36% +3,584 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: 18,639 shares; 2024Q3: 17,434 shares; 2024Q4: 17,137 shares; 2025Q1: 16,872 shares; 2025Q2: 17,999 shares; 2025Q3: 17,856 shares; 2025Q4: 17,670 shares 17,670 $10.9M 0.34% -186 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 313,645 shares; 2024Q3: 309,518 shares; 2024Q4: 327,607 shares; 2025Q1: 327,344 shares; 2025Q2: 327,854 shares; 2025Q3: 336,650 shares; 2025Q4: 332,383 shares 332,383 $10.8M 0.34% -4,267 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 119,820 shares; 2024Q3: 112,731 shares; 2024Q4: 110,137 shares; 2025Q1: 82,296 shares; 2025Q2: 78,963 shares; 2025Q3: 76,712 shares; 2025Q4: 50,700 shares 50,700 $10.8M 0.34% -26,012 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 70,306 shares; 2024Q3: 69,267 shares; 2024Q4: 67,300 shares; 2025Q1: 67,179 shares; 2025Q2: 63,993 shares; 2025Q3: 63,412 shares; 2025Q4: 62,120 shares 62,120 $10.8M 0.34% -1,292 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: 93,166 shares; 2024Q3: 86,152 shares; 2024Q4: 81,982 shares; 2025Q1: 82,218 shares; 2025Q2: 78,418 shares; 2025Q3: 77,330 shares; 2025Q4: 69,399 shares 69,399 $10.6M 0.33% -7,931 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,354 shares; 2024Q3: 7,023 shares; 2024Q4: 6,785 shares; 2025Q1: 6,747 shares; 2025Q2: 6,575 shares; 2025Q3: 6,948 shares; 2025Q4: 29,086 shares 29,086 $10.2M 0.32% +22,138 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,434 shares; 2024Q3: 1,721 shares; 2024Q4: 1,708 shares; 2025Q1: 1,636 shares; 2025Q2: 1,560 shares; 2025Q3: 1,500 shares; 2025Q4: 22,382 shares 22,382 $10.1M 0.32% +20,882 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 312,483 shares; 2024Q3: 301,140 shares; 2024Q4: 303,762 shares; 2025Q1: 296,223 shares; 2025Q2: 290,285 shares; 2025Q3: 284,053 shares; 2025Q4: 281,224 shares 281,224 $10.1M 0.32% -2,829 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: 28,980 shares; 2024Q3: 30,002 shares; 2024Q4: 30,383 shares; 2025Q1: 30,110 shares; 2025Q2: 29,821 shares; 2025Q3: 30,443 shares; 2025Q4: 31,296 shares 31,296 $10.1M 0.32% +853 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: 80,837 shares; 2024Q3: 76,737 shares; 2024Q4: 77,744 shares; 2025Q1: 77,614 shares; 2025Q2: 80,345 shares; 2025Q3: 79,438 shares; 2025Q4: 80,482 shares 80,482 $9.92M 0.31% +1,044 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,367 shares; 2024Q3: 648 shares; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 37,762 shares 37,762 $9.53M 0.3% +35,512 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: 46,944 shares; 2024Q3: 44,313 shares; 2024Q4: 43,254 shares; 2025Q1: 42,370 shares; 2025Q2: 39,906 shares; 2025Q3: 41,311 shares; 2025Q4: 41,356 shares 41,356 $9.45M 0.3% +45 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: 38,212 shares; 2024Q3: 18,717 shares; 2024Q4: 18,169 shares; 2025Q1: 18,226 shares; 2025Q2: 26,846 shares; 2025Q3: 26,493 shares; 2025Q4: 17,477 shares 17,477 $9.31M 0.29% -9,016 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: 15,604 shares; 2024Q3: 17,427 shares; 2024Q4: 15,888 shares; 2025Q1: 17,082 shares; 2025Q2: 23,070 shares; 2025Q3: 22,283 shares; 2025Q4: 20,607 shares 20,607 $9.27M 0.29% -1,676 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: 45,121 shares; 2024Q3: 43,573 shares; 2024Q4: 44,573 shares; 2025Q1: 41,814 shares; 2025Q2: 52,078 shares; 2025Q3: 43,846 shares; 2025Q4: 43,460 shares 43,460 $8.99M 0.28% -386 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 250,418 shares; 2024Q3: 188,931 shares; 2024Q4: 184,794 shares; 2025Q1: 184,327 shares; 2025Q2: 176,329 shares; 2025Q3: 172,905 shares; 2025Q4: 108,974 shares 108,974 $8.94M 0.28% -63,931 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: 37,442 shares; 2024Q3: 35,200 shares; 2024Q4: 35,716 shares; 2025Q1: 34,672 shares; 2025Q2: 35,019 shares; 2025Q3: 34,276 shares; 2025Q4: 32,803 shares 32,803 $8.46M 0.27% -1,473 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 71,283 shares; 2024Q3: 66,098 shares; 2024Q4: 64,251 shares; 2025Q1: 63,959 shares; 2025Q2: 63,380 shares; 2025Q3: 59,697 shares; 2025Q4: 58,384 shares 58,384 $8.37M 0.26% -1,313 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 55,281 shares; 2024Q3: 53,230 shares; 2024Q4: 52,812 shares; 2025Q1: 51,791 shares; 2025Q2: 49,870 shares; 2025Q3: 46,992 shares; 2025Q4: 46,677 shares 46,677 $8.28M 0.26% -315 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 60,668 shares; 2024Q3: 62,867 shares; 2024Q4: 218,849 shares; 2025Q1: 227,515 shares; 2025Q2: 256,495 shares; 2025Q3: 248,434 shares; 2025Q4: 253,410 shares 253,410 $8.27M 0.26% +4,976 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 194,999 shares; 2024Q3: 188,660 shares; 2024Q4: 373,210 shares; 2025Q1: 355,967 shares; 2025Q2: 349,343 shares; 2025Q3: 345,509 shares; 2025Q4: 342,933 shares 342,933 $8.24M 0.26% -2,576 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 86,839 shares; 2024Q3: 88,640 shares; 2024Q4: 246,219 shares; 2025Q1: 250,152 shares; 2025Q2: 269,081 shares; 2025Q3: 274,813 shares; 2025Q4: 277,220 shares 277,220 $8.21M 0.26% +2,407 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,057 shares 73,057 $8.2M 0.26% new 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: 39,602 shares; 2024Q3: 38,941 shares; 2024Q4: 38,953 shares; 2025Q1: 38,596 shares; 2025Q2: 38,576 shares; 2025Q3: 38,075 shares; 2025Q4: 38,080 shares 38,080 $8.08M 0.26% +5 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: 78,018 shares; 2024Q3: 76,335 shares; 2024Q4: 66,565 shares; 2025Q1: 62,002 shares; 2025Q2: 45,040 shares; 2025Q3: 42,794 shares; 2025Q4: 24,106 shares 24,106 $7.96M 0.25% -18,688 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 164,382 shares; 2024Q3: 168,271 shares; 2024Q4: 173,810 shares; 2025Q1: 172,229 shares; 2025Q2: 168,282 shares; 2025Q3: 151,815 shares; 2025Q4: 141,449 shares 141,449 $7.89M 0.25% -10,366 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,000 shares; 2024Q3: 13,068 shares; 2024Q4: 50,474 shares; 2025Q1: 72,385 shares; 2025Q2: 68,906 shares; 2025Q3: 68,693 shares; 2025Q4: 57,641 shares 57,641 $7.85M 0.25% -11,052 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,787 shares; 2024Q3: 48,615 shares; 2024Q4: 102,879 shares; 2025Q1: 77,230 shares; 2025Q2: 82,681 shares; 2025Q3: 101,235 shares; 2025Q4: 102,491 shares 102,491 $7.81M 0.25% +1,256 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 76,059 shares; 2024Q3: 74,840 shares; 2024Q4: 71,340 shares; 2025Q1: 70,923 shares; 2025Q2: 68,877 shares; 2025Q3: 67,312 shares; 2025Q4: 39,195 shares 39,195 $7.61M 0.24% -28,117 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,187 shares; 2025Q2: 97,671 shares; 2025Q3: 97,012 shares; 2025Q4: 92,282 shares 92,282 $7.56M 0.24% -4,730 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 203,885 shares; 2024Q3: 178,930 shares; 2024Q4: 173,992 shares; 2025Q1: 172,511 shares; 2025Q2: 161,656 shares; 2025Q3: 160,899 shares; 2025Q4: 160,353 shares 160,353 $7.47M 0.24% -546 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,102 shares; 2024Q3: 25,729 shares; 2024Q4: 24,339 shares; 2025Q1: 24,268 shares; 2025Q2: 23,959 shares; 2025Q3: 25,392 shares; 2025Q4: 21,330 shares 21,330 $7.47M 0.24% -4,062 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: 127,116 shares; 2024Q3: 118,078 shares; 2024Q4: 117,452 shares; 2025Q1: 116,658 shares; 2025Q2: 116,408 shares; 2025Q3: 112,628 shares; 2025Q4: 111,393 shares 111,393 $7.35M 0.23% -1,235 Timeline IDEV 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: 60,198 shares; 2024Q3: 74,173 shares; 2024Q4: 70,237 shares; 2025Q1: 69,154 shares; 2025Q2: 75,639 shares; 2025Q3: 79,899 shares; 2025Q4: 81,298 shares 81,298 $6.71M 0.21% +1,399 Timeline VNQI 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: 99,505 shares; 2024Q3: 105,286 shares; 2024Q4: 99,922 shares; 2025Q1: 110,830 shares; 2025Q2: 123,586 shares; 2025Q3: 130,416 shares; 2025Q4: 145,214 shares 145,214 $6.66M 0.21% +14,798 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,355 shares; 2024Q3: 1,398 shares; 2024Q4: 29,716 shares; 2025Q1: 30,304 shares; 2025Q2: 29,110 shares; 2025Q3: 29,093 shares; 2025Q4: 28,455 shares 28,455 $6.58M 0.21% -638 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: 30,403 shares; 2024Q3: 29,850 shares; 2024Q4: 28,950 shares; 2025Q1: 28,019 shares; 2025Q2: 27,483 shares; 2025Q3: 26,146 shares; 2025Q4: 26,166 shares 26,166 $6.55M 0.21% +20 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: 52,037 shares; 2024Q3: 56,021 shares; 2024Q4: 54,853 shares; 2025Q1: 60,668 shares; 2025Q2: 53,584 shares; 2025Q3: 60,818 shares; 2025Q4: 61,028 shares 61,028 $6.54M 0.21% +210 Timeline FNDA 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: 107,839 shares; 2024Q3: 105,286 shares; 2024Q4: 207,221 shares; 2025Q1: 210,131 shares; 2025Q2: 207,606 shares; 2025Q3: 203,712 shares; 2025Q4: 206,110 shares 206,110 $6.49M 0.21% +2,398 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34,273 shares; 2024Q3: 34,390 shares; 2024Q4: 34,509 shares; 2025Q1: 34,635 shares; 2025Q2: 34,783 shares; 2025Q3: 34,791 shares; 2025Q4: 34,829 shares 34,829 $6.43M 0.2% +38 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: 8,477 shares; 2024Q3: 13,295 shares; 2024Q4: 12,930 shares; 2025Q1: 13,199 shares; 2025Q2: 7,553 shares; 2025Q3: 7,562 shares; 2025Q4: 5,281 shares 5,281 $6.42M 0.2% -2,281 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 240,104 shares; 2024Q3: 232,114 shares; 2024Q4: 227,364 shares; 2025Q1: 227,402 shares; 2025Q2: 227,794 shares; 2025Q3: 226,761 shares; 2025Q4: 222,374 shares 222,374 $6.4M 0.2% -4,387 Timeline LQD 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: 63,303 shares; 2024Q3: 62,191 shares; 2024Q4: 65,790 shares; 2025Q1: 64,276 shares; 2025Q2: 47,125 shares; 2025Q3: 49,876 shares; 2025Q4: 55,862 shares 55,862 $6.16M 0.19% +5,986 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 111,566 shares; 2024Q3: 110,496 shares; 2024Q4: 116,674 shares; 2025Q1: 108,822 shares; 2025Q2: 99,640 shares; 2025Q3: 105,062 shares; 2025Q4: 119,929 shares 119,929 $6.13M 0.19% +14,867 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 44,016 shares; 2024Q4: 43,551 shares; 2025Q1: 44,228 shares; 2025Q2: 42,475 shares; 2025Q3: 42,398 shares; 2025Q4: 42,255 shares 42,255 $5.73M 0.18% -143 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75,531 shares; 2024Q3: 77,315 shares; 2024Q4: 80,996 shares; 2025Q1: 84,332 shares; 2025Q2: 67,622 shares; 2025Q3: 61,828 shares; 2025Q4: 59,935 shares 59,935 $5.68M 0.18% -1,893 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 68,114 shares; 2024Q3: 71,439 shares; 2024Q4: 75,865 shares; 2025Q1: 81,858 shares; 2025Q2: 72,652 shares; 2025Q3: 74,158 shares; 2025Q4: 74,056 shares 74,056 $5.49M 0.17% -102 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: 29,317 shares; 2024Q3: 28,026 shares; 2024Q4: 27,044 shares; 2025Q1: 26,830 shares; 2025Q2: 25,009 shares; 2025Q3: 25,109 shares; 2025Q4: 24,947 shares 24,947 $5.48M 0.17% -162 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 46,462 shares; 2024Q3: 45,428 shares; 2024Q4: 44,703 shares; 2025Q1: 44,991 shares; 2025Q2: 44,161 shares; 2025Q3: 43,110 shares; 2025Q4: 41,027 shares 41,027 $5.45M 0.17% -2,083 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: 146,742 shares; 2024Q3: 98,885 shares; 2024Q4: 87,858 shares; 2025Q1: 86,145 shares; 2025Q2: 82,504 shares; 2025Q3: 81,519 shares; 2025Q4: 73,849 shares 73,849 $5.37M 0.17% -7,670 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: 18,838 shares; 2024Q3: 18,178 shares; 2024Q4: 17,301 shares; 2025Q1: 16,630 shares; 2025Q2: 15,665 shares; 2025Q3: 16,458 shares; 2025Q4: 16,324 shares 16,324 $5.34M 0.17% -134 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 83,247 shares; 2024Q3: 84,218 shares; 2024Q4: 85,103 shares; 2025Q1: 84,548 shares; 2025Q2: 78,286 shares; 2025Q3: 80,645 shares; 2025Q4: 79,225 shares 79,225 $5.29M 0.17% -1,420 Timeline FNDX 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: 68,171 shares; 2024Q3: 65,609 shares; 2024Q4: 192,469 shares; 2025Q1: 189,311 shares; 2025Q2: 189,486 shares; 2025Q3: 188,474 shares; 2025Q4: 194,096 shares 194,096 $5.28M 0.17% +5,622 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 193,629 shares; 2024Q3: 183,707 shares; 2024Q4: 177,013 shares; 2025Q1: 173,792 shares; 2025Q2: 160,068 shares; 2025Q3: 170,883 shares; 2025Q4: 169,304 shares 169,304 $5.24M 0.17% -1,579 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: 84,042 shares; 2024Q3: 80,144 shares; 2024Q4: 77,816 shares; 2025Q1: 78,342 shares; 2025Q2: 74,343 shares; 2025Q3: 74,406 shares; 2025Q4: 74,912 shares 74,912 $5.24M 0.17% +506 Timeline IAGG 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: 114,344 shares; 2024Q3: 113,527 shares; 2024Q4: 113,617 shares; 2025Q1: 111,744 shares; 2025Q2: 106,115 shares; 2025Q3: 104,365 shares; 2025Q4: 104,420 shares 104,420 $5.22M 0.17% +55 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549,506 shares; 2025Q3: 539,656 shares; 2025Q4: 550,013 shares 550,013 $4.97M 0.16% +10,357 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 59,039 shares; 2024Q3: 59,236 shares; 2024Q4: 58,726 shares; 2025Q1: 60,168 shares; 2025Q2: 59,921 shares; 2025Q3: 64,186 shares; 2025Q4: 65,659 shares 65,659 $4.82M 0.15% +1,473 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,309 shares; 2024Q3: 65,513 shares; 2024Q4: 89,874 shares; 2025Q1: 91,088 shares; 2025Q2: 87,668 shares; 2025Q3: 86,602 shares; 2025Q4: 75,258 shares 75,258 $4.79M 0.15% -11,344 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: 157,000 shares; 2024Q3: 148,752 shares; 2024Q4: 118,471 shares; 2025Q1: 110,046 shares; 2025Q2: 79,071 shares; 2025Q3: 61,454 shares; 2025Q4: 24,172 shares 24,172 $4.71M 0.15% -37,282 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: 33,486 shares; 2024Q3: 31,783 shares; 2024Q4: 30,636 shares; 2025Q1: 30,540 shares; 2025Q2: 29,124 shares; 2025Q3: 29,735 shares; 2025Q4: 29,995 shares 29,995 $4.61M 0.15% +260 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 104,992 shares; 2024Q3: 103,769 shares; 2024Q4: 103,940 shares; 2025Q1: 99,324 shares; 2025Q2: 98,717 shares; 2025Q3: 95,745 shares; 2025Q4: 97,338 shares 97,338 $4.56M 0.14% +1,593 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 111,222 shares; 2024Q3: 109,136 shares; 2024Q4: 187,946 shares; 2025Q1: 183,989 shares; 2025Q2: 171,860 shares; 2025Q3: 172,607 shares; 2025Q4: 169,392 shares 169,392 $4.49M 0.14% -3,215 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: 6,952 shares; 2024Q3: 7,131 shares; 2024Q4: 8,048 shares; 2025Q1: 8,058 shares; 2025Q2: 9,548 shares; 2025Q3: 9,396 shares; 2025Q4: 9,350 shares 9,350 $4.43M 0.14% -46 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: 16,892 shares; 2024Q3: 16,421 shares; 2024Q4: 15,847 shares; 2025Q1: 15,873 shares; 2025Q2: 19,314 shares; 2025Q3: 19,788 shares; 2025Q4: 18,344 shares 18,344 $4.42M 0.14% -1,444 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 69,940 shares; 2024Q3: 68,648 shares; 2024Q4: 65,950 shares; 2025Q1: 70,860 shares; 2025Q2: 93,732 shares; 2025Q3: 95,110 shares; 2025Q4: 87,348 shares 87,348 $4.39M 0.14% -7,762 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: 30,794 shares; 2024Q3: 29,390 shares; 2024Q4: 28,179 shares; 2025Q1: 27,758 shares; 2025Q2: 23,070 shares; 2025Q3: 23,584 shares; 2025Q4: 23,397 shares 23,397 $4.34M 0.14% -187 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: 76,225 shares; 2024Q3: 72,626 shares; 2024Q4: 74,737 shares; 2025Q1: 77,420 shares; 2025Q2: 81,069 shares; 2025Q3: 87,178 shares; 2025Q4: 89,319 shares 89,319 $4.32M 0.14% +2,141 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,150 shares; 2024Q3: 12,513 shares; 2024Q4: 12,049 shares; 2025Q1: 11,914 shares; 2025Q2: 18,595 shares; 2025Q3: 19,086 shares; 2025Q4: 18,789 shares 18,789 $4.3M 0.14% -297 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50,950 shares; 2024Q3: 49,615 shares; 2024Q4: 48,432 shares; 2025Q1: 49,909 shares; 2025Q2: 47,991 shares; 2025Q3: 49,072 shares; 2025Q4: 48,572 shares 48,572 $4.25M 0.13% -500 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,234 shares; 2024Q3: 1,989 shares; 2024Q4: 1,986 shares; 2025Q1: 2,149 shares; 2025Q2: 5,103 shares; 2025Q3: 4,775 shares; 2025Q4: 4,781 shares 4,781 $4.2M 0.13% +6 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,076 shares; 2025Q3: 3,603 shares; 2025Q4: 62,154 shares 62,154 $4.17M 0.13% +58,551 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,755 shares; 2024Q3: 24,282 shares; 2024Q4: 23,268 shares; 2025Q1: 23,267 shares; 2025Q2: 27,085 shares; 2025Q3: 28,186 shares; 2025Q4: 28,607 shares 28,607 $4.11M 0.13% +421 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 66,010 shares; 2024Q3: 66,598 shares; 2024Q4: 67,055 shares; 2025Q1: 68,118 shares; 2025Q2: 69,219 shares; 2025Q3: 68,629 shares; 2025Q4: 68,205 shares 68,205 $4.1M 0.13% -424 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 57,154 shares; 2024Q3: 53,456 shares; 2024Q4: 51,491 shares; 2025Q1: 50,193 shares; 2025Q2: 46,533 shares; 2025Q3: 48,174 shares; 2025Q4: 95,558 shares 95,558 $4.08M 0.13% +47,384 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,438 shares 61,438 $4.02M 0.13% new Timeline ONMD ONEMEDNET CORP More: the full row for ONEMEDNET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,135,796 shares; 2024Q3: 3,101,718 shares; 2024Q4: 1,447,836 shares; 2025Q1: 1,446,414 shares; 2025Q2: 1,491,862 shares; 2025Q3: 3,599,460 shares; 2025Q4: 3,644,861 shares 3,644,861 $4.01M 0.13% +45,401 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: 35,504 shares; 2024Q3: 35,423 shares; 2024Q4: 37,987 shares; 2025Q1: 34,351 shares; 2025Q2: 32,983 shares; 2025Q3: 32,973 shares; 2025Q4: 33,102 shares 33,102 $3.98M 0.13% +129 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: 36,122 shares; 2024Q3: 35,031 shares; 2024Q4: 34,490 shares; 2025Q1: 35,005 shares; 2025Q2: 33,227 shares; 2025Q3: 34,051 shares; 2025Q4: 34,349 shares 34,349 $3.96M 0.13% +298 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: 65,128 shares; 2024Q3: 65,078 shares; 2024Q4: 179,554 shares; 2025Q1: 176,935 shares; 2025Q2: 171,845 shares; 2025Q3: 162,978 shares; 2025Q4: 141,719 shares 141,719 $3.81M 0.12% -21,259 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 54,263 shares; 2024Q3: 51,488 shares; 2024Q4: 47,315 shares; 2025Q1: 47,211 shares; 2025Q2: 50,910 shares; 2025Q3: 51,128 shares; 2025Q4: 51,521 shares 51,521 $3.79M 0.12% +393 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 102,003 shares; 2024Q3: 105,896 shares; 2024Q4: 126,601 shares; 2025Q1: 136,932 shares; 2025Q2: 118,955 shares; 2025Q3: 119,671 shares; 2025Q4: 115,228 shares 115,228 $3.77M 0.12% -4,443 Timeline FTSL 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: 98,805 shares; 2024Q3: 102,784 shares; 2024Q4: 101,679 shares; 2025Q1: 99,911 shares; 2025Q2: 97,320 shares; 2025Q3: 96,397 shares; 2025Q4: 81,350 shares 81,350 $3.73M 0.12% -15,047 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 43,142 shares; 2024Q3: 41,721 shares; 2024Q4: 40,603 shares; 2025Q1: 40,927 shares; 2025Q2: 39,153 shares; 2025Q3: 39,854 shares; 2025Q4: 42,732 shares 42,732 $3.66M 0.12% +2,878 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 90,461 shares; 2024Q3: 85,745 shares; 2024Q4: 83,222 shares; 2025Q1: 82,570 shares; 2025Q2: 77,582 shares; 2025Q3: 81,323 shares; 2025Q4: 81,355 shares 81,355 $3.61M 0.11% +32 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 55,858 shares; 2024Q3: 58,914 shares; 2024Q4: 58,711 shares; 2025Q1: 60,452 shares; 2025Q2: 63,446 shares; 2025Q3: 66,553 shares; 2025Q4: 73,304 shares 73,304 $3.55M 0.11% +6,751 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,581 shares; 2024Q3: 8,420 shares; 2024Q4: 8,535 shares; 2025Q1: 7,862 shares; 2025Q2: 8,874 shares; 2025Q3: 9,341 shares; 2025Q4: 9,960 shares 9,960 $3.51M 0.11% +619 Timeline BBJP 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: not reported; 2024Q3: 42,702 shares; 2024Q4: 43,398 shares; 2025Q1: 48,034 shares; 2025Q2: 47,572 shares; 2025Q3: 50,393 shares; 2025Q4: 53,144 shares 53,144 $3.5M 0.11% +2,751 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,168 shares; 2025Q1: 31,053 shares; 2025Q2: 32,714 shares; 2025Q3: 35,175 shares; 2025Q4: 36,813 shares 36,813 $3.38M 0.11% +1,638 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,458 shares; 2024Q3: 29,278 shares; 2024Q4: 29,897 shares; 2025Q1: 28,959 shares; 2025Q2: 29,227 shares; 2025Q3: 29,677 shares; 2025Q4: 30,395 shares 30,395 $3.34M 0.11% +718 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: 9,174 shares; 2024Q3: 8,790 shares; 2024Q4: 8,890 shares; 2025Q1: 9,304 shares; 2025Q2: 9,825 shares; 2025Q3: 9,602 shares; 2025Q4: 10,589 shares 10,589 $3.31M 0.1% +987 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: 106,905 shares; 2024Q3: 194,334 shares; 2024Q4: 196,987 shares; 2025Q1: 172,398 shares; 2025Q2: 184,019 shares; 2025Q3: 196,145 shares; 2025Q4: 207,874 shares 207,874 $3.3M 0.1% +11,729 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: 48,006 shares; 2024Q3: 46,436 shares; 2024Q4: 44,229 shares; 2025Q1: 44,804 shares; 2025Q2: 43,062 shares; 2025Q3: 45,112 shares; 2025Q4: 41,424 shares 41,424 $3.29M 0.1% -3,688 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,269 shares; 2024Q3: 20,263 shares; 2024Q4: 20,263 shares; 2025Q1: 20,296 shares; 2025Q2: 20,596 shares; 2025Q3: 21,383 shares; 2025Q4: 20,169 shares 20,169 $3.21M 0.1% -1,214 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: 13,058 shares; 2024Q3: 12,374 shares; 2024Q4: 12,121 shares; 2025Q1: 11,655 shares; 2025Q2: 10,606 shares; 2025Q3: 10,591 shares; 2025Q4: 10,457 shares 10,457 $3.2M 0.1% -134 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,365 shares; 2024Q3: 33,461 shares; 2024Q4: 31,491 shares; 2025Q1: 30,772 shares; 2025Q2: 29,172 shares; 2025Q3: 29,588 shares; 2025Q4: 29,843 shares 29,843 $3.18M 0.1% +255 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,519 shares; 2024Q3: 12,862 shares; 2024Q4: 12,439 shares; 2025Q1: 12,178 shares; 2025Q2: 11,480 shares; 2025Q3: 12,200 shares; 2025Q4: 12,091 shares 12,091 $3.14M 0.1% -109 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 87,034 shares; 2024Q3: 82,244 shares; 2024Q4: 78,195 shares; 2025Q1: 79,545 shares; 2025Q2: 79,092 shares; 2025Q3: 84,031 shares; 2025Q4: 35,849 shares 35,849 $3.09M 0.1% -48,182 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 107,984 shares; 2024Q3: 108,746 shares; 2024Q4: 112,706 shares; 2025Q1: 100,422 shares; 2025Q2: 100,425 shares; 2025Q3: 96,686 shares; 2025Q4: 95,851 shares 95,851 $3.07M 0.1% -835 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: 25,500 shares; 2024Q3: 21,825 shares; 2024Q4: 27,194 shares; 2025Q1: 28,125 shares; 2025Q2: 24,030 shares; 2025Q3: 25,263 shares; 2025Q4: 27,227 shares 27,227 $3.03M 0.1% +1,964 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: 11,422 shares; 2024Q3: 11,922 shares; 2024Q4: 12,023 shares; 2025Q1: 12,442 shares; 2025Q2: 11,069 shares; 2025Q3: 12,029 shares; 2025Q4: 12,443 shares 12,443 $3.02M 0.1% +414 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: 16,333 shares; 2024Q3: 15,986 shares; 2024Q4: 17,175 shares; 2025Q1: 21,723 shares; 2025Q2: 22,251 shares; 2025Q3: 18,194 shares; 2025Q4: 16,930 shares 16,930 $3.01M 0.1% -1,264 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 31,100 shares; 2024Q3: 31,106 shares; 2024Q4: 31,119 shares; 2025Q1: 31,123 shares; 2025Q2: 30,893 shares; 2025Q3: 30,481 shares; 2025Q4: 30,488 shares 30,488 $2.98M 0.09% +7 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 3,005 shares; 2025Q2: 3,031 shares; 2025Q3: 2,810 shares; 2025Q4: 2,774 shares 2,774 $2.97M 0.09% -36 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: 16,190 shares; 2024Q3: 15,787 shares; 2024Q4: 16,023 shares; 2025Q1: 20,452 shares; 2025Q2: 20,585 shares; 2025Q3: 20,759 shares; 2025Q4: 20,605 shares 20,605 $2.95M 0.09% -154 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: 19,752 shares; 2024Q3: 16,833 shares; 2024Q4: 15,526 shares; 2025Q1: 15,599 shares; 2025Q2: 14,800 shares; 2025Q3: 13,854 shares; 2025Q4: 11,981 shares 11,981 $2.95M 0.09% -1,873 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,179 shares; 2024Q3: 24,696 shares; 2024Q4: 24,655 shares; 2025Q1: 22,122 shares; 2025Q2: 21,586 shares; 2025Q3: 21,823 shares; 2025Q4: 22,409 shares 22,409 $2.89M 0.09% +586 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: 11,887 shares; 2024Q3: 11,455 shares; 2024Q4: 12,171 shares; 2025Q1: 13,631 shares; 2025Q2: 13,461 shares; 2025Q3: 13,093 shares; 2025Q4: 13,028 shares 13,028 $2.86M 0.09% -65 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: 5,224 shares; 2024Q3: 5,140 shares; 2024Q4: 5,127 shares; 2025Q1: 5,173 shares; 2025Q2: 4,879 shares; 2025Q3: 4,931 shares; 2025Q4: 4,997 shares 4,997 $2.86M 0.09% +66 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 35,497 shares; 2024Q3: 33,945 shares; 2024Q4: 32,814 shares; 2025Q1: 32,439 shares; 2025Q2: 30,336 shares; 2025Q3: 30,855 shares; 2025Q4: 30,251 shares 30,251 $2.74M 0.09% -604 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,323 shares; 2024Q3: 8,087 shares; 2024Q4: 8,065 shares; 2025Q1: 8,028 shares; 2025Q2: 8,052 shares; 2025Q3: 8,131 shares; 2025Q4: 8,055 shares 8,055 $2.71M 0.09% -76 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,435 shares; 2024Q3: 11,190 shares; 2024Q4: 12,901 shares; 2025Q1: 14,380 shares; 2025Q2: 14,656 shares; 2025Q3: 15,323 shares; 2025Q4: 14,699 shares 14,699 $2.68M 0.08% -624 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: 5,283 shares; 2024Q3: 5,019 shares; 2024Q4: 4,855 shares; 2025Q1: 4,975 shares; 2025Q2: 4,763 shares; 2025Q3: 4,802 shares; 2025Q4: 4,685 shares 4,685 $2.67M 0.08% -117 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: 5,687 shares; 2024Q3: 5,704 shares; 2024Q4: 5,798 shares; 2025Q1: 5,559 shares; 2025Q2: 5,679 shares; 2025Q3: 7,013 shares; 2025Q4: 7,844 shares 7,844 $2.63M 0.08% +831 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: 97,284 shares; 2024Q3: 91,151 shares; 2024Q4: 31,564 shares; 2025Q1: 30,306 shares; 2025Q2: 28,809 shares; 2025Q3: 23,337 shares; 2025Q4: 24,716 shares 24,716 $2.6M 0.08% +1,379 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 36,102 shares; 2024Q3: 36,989 shares; 2024Q4: 53,141 shares; 2025Q1: 69,872 shares; 2025Q2: 70,640 shares; 2025Q3: 69,304 shares; 2025Q4: 63,973 shares 63,973 $2.53M 0.08% -5,331 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 48,617 shares; 2024Q3: 48,938 shares; 2024Q4: 45,868 shares; 2025Q1: 46,896 shares; 2025Q2: 47,705 shares; 2025Q3: 50,956 shares; 2025Q4: 51,462 shares 51,462 $2.52M 0.08% +506 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 74,683 shares; 2024Q3: 64,773 shares; 2024Q4: 62,311 shares; 2025Q1: 61,880 shares; 2025Q2: 57,560 shares; 2025Q3: 61,014 shares; 2025Q4: 59,504 shares 59,504 $2.42M 0.08% -1,510 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: 129,854 shares; 2024Q3: 123,606 shares; 2024Q4: 83,693 shares; 2025Q1: 14,837 shares; 2025Q2: 14,498 shares; 2025Q3: 12,915 shares; 2025Q4: 13,022 shares 13,022 $2.39M 0.08% +107 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: 41,268 shares; 2024Q3: 43,121 shares; 2024Q4: 42,078 shares; 2025Q1: 41,481 shares; 2025Q2: 40,198 shares; 2025Q3: 42,231 shares; 2025Q4: 42,813 shares 42,813 $2.35M 0.07% +582 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,830 shares; 2024Q3: 9,640 shares; 2024Q4: 9,465 shares; 2025Q1: 9,465 shares; 2025Q2: 9,171 shares; 2025Q3: 9,207 shares; 2025Q4: 16,354 shares 16,354 $2.35M 0.07% +7,147 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: 6,463 shares; 2024Q3: 9,459 shares; 2024Q4: 10,334 shares; 2025Q1: 10,580 shares; 2025Q2: 10,358 shares; 2025Q3: 13,870 shares; 2025Q4: 9,154 shares 9,154 $2.35M 0.07% -4,716 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 54,242 shares; 2024Q3: 49,419 shares; 2024Q4: 51,055 shares; 2025Q1: 50,277 shares; 2025Q2: 45,700 shares; 2025Q3: 47,744 shares; 2025Q4: 48,861 shares 48,861 $2.34M 0.07% +1,117 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: 10,079 shares; 2024Q3: 8,641 shares; 2024Q4: 8,277 shares; 2025Q1: 8,134 shares; 2025Q2: 7,455 shares; 2025Q3: 7,840 shares; 2025Q4: 7,874 shares 7,874 $2.33M 0.07% +34 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 129,620 shares; 2024Q3: 117,494 shares; 2024Q4: 98,048 shares; 2025Q1: 81,373 shares; 2025Q2: 79,226 shares; 2025Q3: 63,766 shares; 2025Q4: 59,583 shares 59,583 $2.29M 0.07% -4,183 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,699 shares; 2025Q2: 25,205 shares; 2025Q3: 27,383 shares; 2025Q4: 28,906 shares 28,906 $2.27M 0.07% +1,523 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: 1,581 shares; 2024Q3: 1,453 shares; 2024Q4: 1,496 shares; 2025Q1: 1,530 shares; 2025Q2: 2,157 shares; 2025Q3: 2,165 shares; 2025Q4: 23,928 shares 23,928 $2.24M 0.07% +21,763 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,045 shares; 2025Q3: 75,764 shares; 2025Q4: 79,810 shares 79,810 $2.23M 0.07% +4,046 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: 12,142 shares; 2024Q3: 12,077 shares; 2024Q4: 11,905 shares; 2025Q1: 11,808 shares; 2025Q2: 10,892 shares; 2025Q3: 11,015 shares; 2025Q4: 11,104 shares 11,104 $2.21M 0.07% +89 Timeline SCHY 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: 87,909 shares; 2024Q3: 85,887 shares; 2024Q4: 85,860 shares; 2025Q1: 83,836 shares; 2025Q2: 78,679 shares; 2025Q3: 78,243 shares; 2025Q4: 73,789 shares 73,789 $2.2M 0.07% -4,454 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 57,679 shares; 2024Q3: 53,464 shares; 2024Q4: 48,372 shares; 2025Q1: 48,670 shares; 2025Q2: 46,164 shares; 2025Q3: 60,092 shares; 2025Q4: 51,578 shares 51,578 $2.14M 0.07% -8,514 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 43,489 shares; 2024Q3: 37,123 shares; 2024Q4: 34,471 shares; 2025Q1: 34,778 shares; 2025Q2: 32,386 shares; 2025Q3: 31,396 shares; 2025Q4: 28,969 shares 28,969 $2.13M 0.07% -2,427 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 54,951 shares; 2024Q3: 49,964 shares; 2024Q4: 42,689 shares; 2025Q1: 42,073 shares; 2025Q2: 39,877 shares; 2025Q3: 52,272 shares; 2025Q4: 46,190 shares 46,190 $2.13M 0.07% -6,082 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,760 shares; 2024Q3: 30,210 shares; 2024Q4: 29,508 shares; 2025Q1: 29,631 shares; 2025Q2: 42,270 shares; 2025Q3: 34,093 shares; 2025Q4: 33,277 shares 33,277 $2.12M 0.07% -816 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 115,269 shares; 2024Q3: 74,124 shares; 2024Q4: 68,094 shares; 2025Q1: 69,660 shares; 2025Q2: 70,697 shares; 2025Q3: 71,320 shares; 2025Q4: 74,009 shares 74,009 $2.07M 0.07% +2,689 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,501 shares; 2024Q3: 2,552 shares; 2024Q4: 4,547 shares; 2025Q1: 4,613 shares; 2025Q2: 4,631 shares; 2025Q3: 4,626 shares; 2025Q4: 4,401 shares 4,401 $2.05M 0.06% -225 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,060 shares; 2024Q3: 9,552 shares; 2024Q4: 9,049 shares; 2025Q1: 8,861 shares; 2025Q2: 8,377 shares; 2025Q3: 8,319 shares; 2025Q4: 8,160 shares 8,160 $2.05M 0.06% -159 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: 1,091,893 shares; 2024Q3: 1,065,601 shares; 2024Q4: 1,048,167 shares; 2025Q1: 202,783 shares; 2025Q2: 201,156 shares; 2025Q3: 191,549 shares; 2025Q4: 199,219 shares 199,219 $2.01M 0.06% +7,670 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 82,309 shares; 2024Q3: 77,076 shares; 2024Q4: 75,462 shares; 2025Q1: 76,716 shares; 2025Q2: 70,548 shares; 2025Q3: 79,746 shares; 2025Q4: 80,856 shares 80,856 $2.01M 0.06% +1,110 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: 6,964 shares; 2024Q3: 6,871 shares; 2024Q4: 7,746 shares; 2025Q1: 7,209 shares; 2025Q2: 6,851 shares; 2025Q3: 6,387 shares; 2025Q4: 5,839 shares 5,839 $2.01M 0.06% -548 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37,709 shares; 2024Q3: 40,277 shares; 2024Q4: 40,330 shares; 2025Q1: 40,276 shares; 2025Q2: 35,944 shares; 2025Q3: 26,603 shares; 2025Q4: 25,271 shares 25,271 $1.99M 0.06% -1,332 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,149 shares; 2024Q3: 14,235 shares; 2024Q4: 13,735 shares; 2025Q1: 13,459 shares; 2025Q2: 18,755 shares; 2025Q3: 19,475 shares; 2025Q4: 19,771 shares 19,771 $1.96M 0.06% +296 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,193 shares; 2025Q3: 7,320 shares; 2025Q4: 11,472 shares 11,472 $1.96M 0.06% +4,152 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: not reported; 2024Q3: not reported; 2024Q4: 2,905 shares; 2025Q1: 3,747 shares; 2025Q2: 24,486 shares; 2025Q3: 24,943 shares; 2025Q4: 24,257 shares 24,257 $1.95M 0.06% -686 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,627 shares; 2024Q3: 37,516 shares; 2024Q4: 36,710 shares; 2025Q1: 20,346 shares; 2025Q2: 19,755 shares; 2025Q3: 20,478 shares; 2025Q4: 20,596 shares 20,596 $1.93M 0.06% +118 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 35,342 shares; 2024Q3: 34,237 shares; 2024Q4: 35,662 shares; 2025Q1: 36,491 shares; 2025Q2: 35,430 shares; 2025Q3: 35,060 shares; 2025Q4: 38,098 shares 38,098 $1.88M 0.06% +3,038 Timeline DFIP 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: 21,481 shares; 2024Q3: 21,874 shares; 2024Q4: 43,391 shares; 2025Q1: 46,780 shares; 2025Q2: 43,643 shares; 2025Q3: 42,859 shares; 2025Q4: 44,617 shares 44,617 $1.85M 0.06% +1,758 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,648 shares; 2024Q3: 16,636 shares; 2024Q4: 17,026 shares; 2025Q1: 17,447 shares; 2025Q2: 20,505 shares; 2025Q3: 24,291 shares; 2025Q4: 26,491 shares 26,491 $1.85M 0.06% +2,200 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: 5,758 shares; 2024Q3: 5,795 shares; 2024Q4: 5,805 shares; 2025Q1: 5,797 shares; 2025Q2: 5,734 shares; 2025Q3: 6,077 shares; 2025Q4: 6,368 shares 6,368 $1.84M 0.06% +291 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: 17,781 shares; 2024Q3: 18,262 shares; 2024Q4: 17,577 shares; 2025Q1: 17,878 shares; 2025Q2: 18,009 shares; 2025Q3: 19,847 shares; 2025Q4: 19,610 shares 19,610 $1.83M 0.06% -237 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 31,190 shares; 2024Q3: 30,157 shares; 2024Q4: 29,711 shares; 2025Q1: 23,024 shares; 2025Q2: 21,428 shares; 2025Q3: 21,915 shares; 2025Q4: 21,873 shares 21,873 $1.82M 0.06% -42 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,534 shares; 2025Q2: 24,981 shares; 2025Q3: 43,154 shares; 2025Q4: 45,669 shares 45,669 $1.81M 0.06% +2,515 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 28,156 shares; 2024Q3: 26,200 shares; 2024Q4: 25,653 shares; 2025Q1: 25,534 shares; 2025Q2: 23,742 shares; 2025Q3: 25,264 shares; 2025Q4: 25,863 shares 25,863 $1.8M 0.06% +599 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,816 shares; 2024Q3: 18,695 shares; 2024Q4: 19,355 shares; 2025Q1: 20,225 shares; 2025Q2: 21,778 shares; 2025Q3: 46,254 shares; 2025Q4: 48,555 shares 48,555 $1.77M 0.06% +2,301 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,917 shares; 2024Q3: 7,652 shares; 2024Q4: 7,429 shares; 2025Q1: 7,436 shares; 2025Q2: 7,078 shares; 2025Q3: 7,641 shares; 2025Q4: 7,262 shares 7,262 $1.76M 0.06% -379 Timeline REET 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: 64,733 shares; 2024Q3: 64,480 shares; 2024Q4: 75,511 shares; 2025Q1: 78,743 shares; 2025Q2: 72,162 shares; 2025Q3: 70,690 shares; 2025Q4: 70,240 shares 70,240 $1.75M 0.06% -450 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,462 shares; 2024Q3: 6,457 shares; 2024Q4: 6,605 shares; 2025Q1: 6,482 shares; 2025Q2: 6,405 shares; 2025Q3: 6,580 shares; 2025Q4: 6,273 shares 6,273 $1.73M 0.05% -307 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 684 shares; 2024Q3: 1,979 shares; 2024Q4: 1,989 shares; 2025Q1: 1,606 shares; 2025Q2: 1,342 shares; 2025Q3: 6,058 shares; 2025Q4: 8,098 shares 8,098 $1.68M 0.05% +2,040 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,436 shares; 2024Q3: 31,104 shares; 2024Q4: 55,586 shares; 2025Q1: 59,868 shares; 2025Q2: 59,973 shares; 2025Q3: 61,957 shares; 2025Q4: 58,343 shares 58,343 $1.66M 0.05% -3,614 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,434 shares; 2024Q3: 8,320 shares; 2024Q4: 8,018 shares; 2025Q1: 7,000 shares; 2025Q2: 6,710 shares; 2025Q3: 6,905 shares; 2025Q4: 6,385 shares 6,385 $1.64M 0.05% -520 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: 15,603 shares; 2024Q3: 15,404 shares; 2024Q4: 15,533 shares; 2025Q1: 15,107 shares; 2025Q2: 13,319 shares; 2025Q3: 13,311 shares; 2025Q4: 13,640 shares 13,640 $1.6M 0.05% +329 Timeline SPHY 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: 52,375 shares; 2024Q3: 50,710 shares; 2024Q4: 53,622 shares; 2025Q1: 56,416 shares; 2025Q2: 58,871 shares; 2025Q3: 64,913 shares; 2025Q4: 66,939 shares 66,939 $1.58M 0.05% +2,026 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,172 shares; 2024Q3: 18,776 shares; 2024Q4: 18,838 shares; 2025Q1: 20,558 shares; 2025Q2: 26,132 shares; 2025Q3: 27,245 shares; 2025Q4: 29,675 shares 29,675 $1.58M 0.05% +2,430 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,356 shares; 2024Q3: 42,560 shares; 2024Q4: 43,532 shares; 2025Q1: 44,985 shares; 2025Q2: 47,919 shares; 2025Q3: 50,723 shares; 2025Q4: 53,303 shares 53,303 $1.57M 0.05% +2,580 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 89,489 shares; 2024Q3: 89,993 shares; 2024Q4: 90,894 shares; 2025Q1: 91,677 shares; 2025Q2: 91,689 shares; 2025Q3: 91,702 shares; 2025Q4: 95,066 shares 95,066 $1.57M 0.05% +3,364 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: 30,260 shares; 2024Q3: 29,286 shares; 2024Q4: 29,266 shares; 2025Q1: 32,250 shares; 2025Q2: 29,213 shares; 2025Q3: 33,509 shares; 2025Q4: 27,027 shares 27,027 $1.56M 0.05% -6,482 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,376 shares; 2024Q3: 22,970 shares; 2024Q4: 23,094 shares; 2025Q1: 23,601 shares; 2025Q2: 24,822 shares; 2025Q3: 25,905 shares; 2025Q4: 30,626 shares 30,626 $1.56M 0.05% +4,721 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: 79,130 shares; 2024Q3: 63,772 shares; 2024Q4: 64,096 shares; 2025Q1: 65,960 shares; 2025Q2: 60,161 shares; 2025Q3: 62,502 shares; 2025Q4: 61,498 shares 61,498 $1.53M 0.05% -1,004 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: 3,459 shares; 2024Q3: 3,347 shares; 2024Q4: 6,485 shares; 2025Q1: 6,565 shares; 2025Q2: 6,331 shares; 2025Q3: 7,164 shares; 2025Q4: 8,185 shares 8,185 $1.51M 0.05% +1,021 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,330 shares; 2024Q3: 4,576 shares; 2024Q4: 6,176 shares; 2025Q1: 5,841 shares; 2025Q2: 5,764 shares; 2025Q3: 5,790 shares; 2025Q4: 4,521 shares 4,521 $1.46M 0.05% -1,269 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,912 shares 13,912 $1.41M 0.04% 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: 2,997 shares; 2024Q3: 3,190 shares; 2024Q4: 3,644 shares; 2025Q1: 3,813 shares; 2025Q2: 5,994 shares; 2025Q3: 6,267 shares; 2025Q4: 6,579 shares 6,579 $1.38M 0.04% +312 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: not reported; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 715 shares; 2025Q4: 3,279 shares 3,279 $1.38M 0.04% +2,564 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,601 shares; 2024Q3: 70,187 shares; 2024Q4: 17,692 shares; 2025Q1: 17,971 shares; 2025Q2: 18,663 shares; 2025Q3: 19,589 shares; 2025Q4: 18,720 shares 18,720 $1.38M 0.04% -869 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,363 shares; 2024Q3: 22,365 shares; 2024Q4: 22,368 shares; 2025Q1: 22,370 shares; 2025Q2: 22,372 shares; 2025Q3: 24,875 shares; 2025Q4: 25,498 shares 25,498 $1.36M 0.04% +623 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,298 shares; 2024Q3: 8,360 shares; 2024Q4: 7,843 shares; 2025Q1: 7,590 shares; 2025Q2: 7,725 shares; 2025Q3: 7,679 shares; 2025Q4: 7,475 shares 7,475 $1.35M 0.04% -204 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47,801 shares; 2024Q3: 50,134 shares; 2024Q4: 50,404 shares; 2025Q1: 31,353 shares; 2025Q2: 32,762 shares; 2025Q3: 33,953 shares; 2025Q4: 35,192 shares 35,192 $1.35M 0.04% +1,239 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: 984 shares; 2024Q3: 944 shares; 2024Q4: 1,817 shares; 2025Q1: 1,663 shares; 2025Q2: 1,482 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares 1,517 $1.33M 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,189 shares; 2024Q3: 9,257 shares; 2024Q4: 8,696 shares; 2025Q1: 8,364 shares; 2025Q2: 7,965 shares; 2025Q3: 8,195 shares; 2025Q4: 7,668 shares 7,668 $1.33M 0.04% -527 Timeline USRT 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: 25,997 shares; 2024Q3: 23,763 shares; 2024Q4: 23,318 shares; 2025Q1: 23,691 shares; 2025Q2: 23,585 shares; 2025Q3: 23,208 shares; 2025Q4: 23,208 shares 23,208 $1.32M 0.04% 0 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: 4,215 shares; 2024Q3: 4,520 shares; 2024Q4: 4,570 shares; 2025Q1: 4,857 shares; 2025Q2: 5,012 shares; 2025Q3: 5,169 shares; 2025Q4: 5,256 shares 5,256 $1.32M 0.04% +87 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: 8,868 shares; 2024Q3: 11,164 shares; 2024Q4: 11,126 shares; 2025Q1: 11,775 shares; 2025Q2: 11,700 shares; 2025Q3: 10,427 shares; 2025Q4: 10,877 shares 10,877 $1.31M 0.04% +450 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,892 shares; 2024Q3: 10,450 shares; 2024Q4: 8,674 shares; 2025Q1: 6,609 shares; 2025Q2: 6,823 shares; 2025Q3: 6,849 shares; 2025Q4: 7,371 shares 7,371 $1.29M 0.04% +522 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,181 shares; 2024Q3: 7,869 shares; 2024Q4: 7,420 shares; 2025Q1: 5,690 shares; 2025Q2: 5,186 shares; 2025Q3: 3,902 shares; 2025Q4: 3,951 shares 3,951 $1.24M 0.04% +49 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: 17,842 shares; 2024Q3: 18,847 shares; 2024Q4: 11,168 shares; 2025Q1: 11,381 shares; 2025Q2: 12,968 shares; 2025Q3: 12,934 shares; 2025Q4: 12,825 shares 12,825 $1.23M 0.04% -109 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39,849 shares; 2024Q3: 41,259 shares; 2024Q4: 41,961 shares; 2025Q1: 43,115 shares; 2025Q2: 44,147 shares; 2025Q3: 45,993 shares; 2025Q4: 46,747 shares 46,747 $1.23M 0.04% +754 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,230 shares; 2024Q3: 23,125 shares; 2024Q4: 24,477 shares; 2025Q1: 25,607 shares; 2025Q2: 26,973 shares; 2025Q3: 26,013 shares; 2025Q4: 27,196 shares 27,196 $1.21M 0.04% +1,183 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,237 shares; 2024Q3: 22,139 shares; 2024Q4: 22,591 shares; 2025Q1: 22,508 shares; 2025Q2: 19,899 shares; 2025Q3: 23,889 shares; 2025Q4: 23,500 shares 23,500 $1.2M 0.04% -389 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,438 shares; 2024Q3: 5,460 shares; 2024Q4: 5,558 shares; 2025Q1: 5,673 shares; 2025Q2: 5,618 shares; 2025Q3: 5,758 shares; 2025Q4: 5,747 shares 5,747 $1.18M 0.04% -11 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: not reported; 2024Q3: not reported; 2024Q4: 820 shares; 2025Q1: 787 shares; 2025Q2: 761 shares; 2025Q3: 1,564 shares; 2025Q4: 1,777 shares 1,777 $1.16M 0.04% +213 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,353 shares; 2024Q3: 14,930 shares; 2024Q4: 14,841 shares; 2025Q1: 15,760 shares; 2025Q2: 16,919 shares; 2025Q3: 17,852 shares; 2025Q4: 18,660 shares 18,660 $1.15M 0.04% +808 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,237 shares; 2024Q3: 15,423 shares; 2024Q4: 16,776 shares; 2025Q1: 16,004 shares; 2025Q2: 16,004 shares; 2025Q3: 15,675 shares; 2025Q4: 21,268 shares 21,268 $1.15M 0.04% +5,593 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 53,580 shares; 2024Q3: 41,249 shares; 2024Q4: 37,486 shares; 2025Q1: 30,891 shares; 2025Q2: 28,749 shares; 2025Q3: 24,653 shares; 2025Q4: 24,021 shares 24,021 $1.14M 0.04% -632 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,392 shares; 2025Q1: 43,949 shares; 2025Q2: 46,936 shares; 2025Q3: 50,322 shares; 2025Q4: 52,860 shares 52,860 $1.12M 0.04% +2,538 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,961 shares; 2024Q3: 14,019 shares; 2024Q4: 14,014 shares; 2025Q1: 13,943 shares; 2025Q2: 13,961 shares; 2025Q3: 14,432 shares; 2025Q4: 14,507 shares 14,507 $1.12M 0.04% +75 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: 2,874 shares; 2024Q3: 2,887 shares; 2024Q4: 2,593 shares; 2025Q1: 2,681 shares; 2025Q2: 2,925 shares; 2025Q3: 3,473 shares; 2025Q4: 3,645 shares 3,645 $1.12M 0.04% +172 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,676 shares; 2024Q3: 10,928 shares; 2024Q4: 10,852 shares; 2025Q1: 10,929 shares; 2025Q2: 11,055 shares; 2025Q3: 10,237 shares; 2025Q4: 10,171 shares 10,171 $1.12M 0.04% -66 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: 1,724 shares; 2024Q3: 1,774 shares; 2024Q4: 4,868 shares; 2025Q1: 4,981 shares; 2025Q2: 8,106 shares; 2025Q3: 4,626 shares; 2025Q4: 4,095 shares 4,095 $1.11M 0.04% -531 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,933 shares; 2024Q3: 11,920 shares; 2024Q4: 12,080 shares; 2025Q1: 13,059 shares; 2025Q2: 13,330 shares; 2025Q3: 13,480 shares; 2025Q4: 13,785 shares 13,785 $1.11M 0.04% +305 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,227 shares; 2024Q3: 7,996 shares; 2024Q4: 7,945 shares; 2025Q1: 7,758 shares; 2025Q2: 7,236 shares; 2025Q3: 7,288 shares; 2025Q4: 7,047 shares 7,047 $1.09M 0.03% -241 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,597 shares; 2024Q3: 24,375 shares; 2024Q4: 23,875 shares; 2025Q1: 23,707 shares; 2025Q2: 21,420 shares; 2025Q3: 23,437 shares; 2025Q4: 24,393 shares 24,393 $1.09M 0.03% +956 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: 23,083 shares; 2024Q3: 16,564 shares; 2024Q4: 15,949 shares; 2025Q1: 21,550 shares; 2025Q2: 20,863 shares; 2025Q3: 26,284 shares; 2025Q4: 29,513 shares 29,513 $1.09M 0.03% +3,229 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,116 shares; 2024Q3: 13,819 shares; 2024Q4: 13,674 shares; 2025Q1: 13,841 shares; 2025Q2: 13,504 shares; 2025Q3: 13,225 shares; 2025Q4: 13,532 shares 13,532 $1.07M 0.03% +307 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,756 shares; 2024Q3: 19,141 shares; 2024Q4: 26,939 shares; 2025Q1: 26,556 shares; 2025Q2: 23,163 shares; 2025Q3: 22,736 shares; 2025Q4: 23,571 shares 23,571 $1.05M 0.03% +835 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 91,767 shares; 2024Q3: 89,272 shares; 2024Q4: 14,929 shares; 2025Q1: 13,553 shares; 2025Q2: 12,895 shares; 2025Q3: 12,259 shares; 2025Q4: 11,650 shares 11,650 $1.04M 0.03% -609 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,652 shares; 2024Q3: 24,805 shares; 2024Q4: 23,417 shares; 2025Q1: 23,181 shares; 2025Q2: 21,806 shares; 2025Q3: 29,654 shares; 2025Q4: 26,511 shares 26,511 $1.03M 0.03% -3,143 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,441 shares; 2025Q2: 4,424 shares; 2025Q3: 4,506 shares; 2025Q4: 4,172 shares 4,172 $1.03M 0.03% -334 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,825 shares; 2024Q4: 7,771 shares; 2025Q1: 16,974 shares; 2025Q2: 14,683 shares; 2025Q3: 12,724 shares; 2025Q4: 12,518 shares 12,518 $1.02M 0.03% -206 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,221 shares; 2024Q3: 11,426 shares; 2024Q4: 22,076 shares; 2025Q1: 21,244 shares; 2025Q2: 21,467 shares; 2025Q3: 21,658 shares; 2025Q4: 21,565 shares 21,565 $1.01M 0.03% -93 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,963 shares; 2024Q3: 7,690 shares; 2024Q4: 7,689 shares; 2025Q1: 7,727 shares; 2025Q2: 7,678 shares; 2025Q3: 7,641 shares; 2025Q4: 9,290 shares 9,290 $991K 0.03% +1,649 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,609 shares; 2025Q3: 11,609 shares; 2025Q4: 11,609 shares 11,609 $988K 0.03% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,771 shares; 2024Q3: 7,372 shares; 2024Q4: 7,119 shares; 2025Q1: 6,800 shares; 2025Q2: 4,447 shares; 2025Q3: 4,495 shares; 2025Q4: 4,417 shares 4,417 $988K 0.03% -78 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 5,233 shares; 2025Q4: 5,456 shares 5,456 $983K 0.03% +223 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,664 shares; 2024Q3: 21,331 shares; 2024Q4: 21,329 shares; 2025Q1: 18,336 shares; 2025Q2: 12,583 shares; 2025Q3: 12,653 shares; 2025Q4: 12,675 shares 12,675 $979K 0.03% +22 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,199 shares; 2024Q3: 14,811 shares; 2024Q4: 14,492 shares; 2025Q1: 13,183 shares; 2025Q2: 13,310 shares; 2025Q3: 14,099 shares; 2025Q4: 14,509 shares 14,509 $978K 0.03% +410 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: 10,035 shares; 2024Q3: 9,965 shares; 2024Q4: 10,053 shares; 2025Q1: 10,185 shares; 2025Q2: 13,926 shares; 2025Q3: 14,070 shares; 2025Q4: 6,076 shares 6,076 $975K 0.03% -7,994 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: 8,231 shares; 2024Q3: 72,752 shares; 2024Q4: 99,182 shares; 2025Q1: 7,084 shares; 2025Q2: 5,127 shares; 2025Q3: 4,482 shares; 2025Q4: 4,514 shares 4,514 $967K 0.03% +32 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,141 shares; 2025Q4: 14,488 shares 14,488 $963K 0.03% -10,653 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: 851 shares; 2024Q3: 860 shares; 2024Q4: 864 shares; 2025Q1: 673 shares; 2025Q2: 10,240 shares; 2025Q3: 10,444 shares; 2025Q4: 10,525 shares 10,525 $960K 0.03% +81 Timeline HYMB 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: 41,520 shares; 2024Q3: 36,114 shares; 2024Q4: 30,686 shares; 2025Q1: 30,631 shares; 2025Q2: 40,399 shares; 2025Q3: 38,451 shares; 2025Q4: 38,009 shares 38,009 $948K 0.03% -442 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 36,001 shares; 2024Q3: 30,814 shares; 2024Q4: 30,380 shares; 2025Q1: 32,347 shares; 2025Q2: 33,351 shares; 2025Q3: 35,633 shares; 2025Q4: 36,155 shares 36,155 $934K 0.03% +522 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,673 shares; 2024Q3: 3,123 shares; 2024Q4: 3,136 shares; 2025Q1: 3,020 shares; 2025Q2: 3,067 shares; 2025Q3: 3,181 shares; 2025Q4: 3,216 shares 3,216 $929K 0.03% +35 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: 3,442 shares; 2024Q3: 4,795 shares; 2024Q4: 4,425 shares; 2025Q1: 4,526 shares; 2025Q2: 4,893 shares; 2025Q3: 4,129 shares; 2025Q4: 4,234 shares 4,234 $919K 0.03% +105 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,492 shares; 2025Q4: 10,760 shares 10,760 $914K 0.03% -1,732 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,147 shares; 2024Q3: 9,916 shares; 2024Q4: 9,440 shares; 2025Q1: 9,231 shares; 2025Q2: 8,333 shares; 2025Q3: 9,096 shares; 2025Q4: 9,502 shares 9,502 $914K 0.03% +406 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,492 shares; 2024Q3: 15,806 shares; 2024Q4: 15,518 shares; 2025Q1: 15,175 shares; 2025Q2: 14,139 shares; 2025Q3: 15,333 shares; 2025Q4: 15,589 shares 15,589 $913K 0.03% +256 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: 8,488 shares; 2024Q3: 7,317 shares; 2024Q4: 6,943 shares; 2025Q1: 7,045 shares; 2025Q2: 6,895 shares; 2025Q3: 7,092 shares; 2025Q4: 7,785 shares 7,785 $908K 0.03% +693 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: 92,914 shares; 2024Q3: 90,642 shares; 2024Q4: 89,937 shares; 2025Q1: 89,335 shares; 2025Q2: 85,767 shares; 2025Q3: 83,988 shares; 2025Q4: 5,303 shares 5,303 $907K 0.03% -78,685 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,146 shares; 2024Q3: 15,648 shares; 2024Q4: 34,009 shares; 2025Q1: 26,682 shares; 2025Q2: 36,659 shares; 2025Q3: 36,162 shares; 2025Q4: 36,782 shares 36,782 $896K 0.03% +620 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,054 shares; 2024Q3: 7,640 shares; 2024Q4: 6,961 shares; 2025Q1: 6,972 shares; 2025Q2: 5,679 shares; 2025Q3: 5,777 shares; 2025Q4: 5,772 shares 5,772 $894K 0.03% -5 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,219 shares; 2024Q3: 17,799 shares; 2024Q4: 17,415 shares; 2025Q1: 16,820 shares; 2025Q2: 16,423 shares; 2025Q3: 18,295 shares; 2025Q4: 19,170 shares 19,170 $891K 0.03% +875 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,634 shares; 2025Q4: 8,414 shares 8,414 $872K 0.03% +3,780 Timeline EMB 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: 10,918 shares; 2024Q3: 10,210 shares; 2024Q4: 9,528 shares; 2025Q1: 9,422 shares; 2025Q2: 8,591 shares; 2025Q3: 9,151 shares; 2025Q4: 8,993 shares 8,993 $866K 0.03% -158 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: 6,099 shares; 2024Q3: 8,115 shares; 2024Q4: 8,251 shares; 2025Q1: 8,530 shares; 2025Q2: 8,501 shares; 2025Q3: 8,931 shares; 2025Q4: 8,989 shares 8,989 $846K 0.03% +58 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,980 shares; 2024Q3: 12,006 shares; 2024Q4: 12,158 shares; 2025Q1: 13,136 shares; 2025Q2: 13,612 shares; 2025Q3: 14,833 shares; 2025Q4: 14,388 shares 14,388 $840K 0.03% -445 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,401 shares; 2024Q3: 3,401 shares; 2024Q4: 3,438 shares; 2025Q1: 3,477 shares; 2025Q2: 3,473 shares; 2025Q3: 3,494 shares; 2025Q4: 6,991 shares 6,991 $835K 0.03% +3,497 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,200 shares 20,200 $834K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,928 shares; 2024Q3: 4,771 shares; 2024Q4: 4,811 shares; 2025Q1: 4,741 shares; 2025Q2: 3,931 shares; 2025Q3: 3,993 shares; 2025Q4: 3,850 shares 3,850 $827K 0.03% -143 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,599 shares; 2024Q3: 13,469 shares; 2024Q4: 13,131 shares; 2025Q1: 12,873 shares; 2025Q2: 11,466 shares; 2025Q3: 12,540 shares; 2025Q4: 12,995 shares 12,995 $819K 0.03% +455 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,627 shares; 2024Q3: 25,789 shares; 2024Q4: 25,921 shares; 2025Q1: 26,993 shares; 2025Q2: 26,487 shares; 2025Q3: 30,518 shares; 2025Q4: 29,586 shares 29,586 $813K 0.03% -932 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: not reported; 2024Q3: not reported; 2024Q4: 3,884 shares; 2025Q1: 3,988 shares; 2025Q2: 4,008 shares; 2025Q3: 4,460 shares; 2025Q4: 4,746 shares 4,746 $812K 0.03% +286 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 422 shares; 2024Q3: 423 shares; 2024Q4: 428 shares; 2025Q1: 376 shares; 2025Q2: 377 shares; 2025Q3: 376 shares; 2025Q4: 376 shares 376 $807K 0.03% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 65,979 shares; 2024Q3: 64,972 shares; 2024Q4: 64,972 shares; 2025Q1: 63,530 shares; 2025Q2: 63,530 shares; 2025Q3: 62,643 shares; 2025Q4: 62,526 shares 62,526 $807K 0.03% -117 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,577 shares; 2025Q3: 2,719 shares; 2025Q4: 2,777 shares 2,777 $792K 0.03% +58 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,918 shares; 2025Q2: 17,460 shares; 2025Q3: 18,440 shares; 2025Q4: 21,373 shares 21,373 $788K 0.02% +2,933 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,928 shares; 2024Q3: 19,665 shares; 2024Q4: 19,228 shares; 2025Q1: 19,205 shares; 2025Q2: 16,740 shares; 2025Q3: 16,740 shares; 2025Q4: 14,170 shares 14,170 $776K 0.02% -2,570 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: 3,247 shares; 2024Q3: 3,151 shares; 2024Q4: 3,165 shares; 2025Q1: 3,139 shares; 2025Q2: 2,390 shares; 2025Q3: 2,447 shares; 2025Q4: 2,542 shares 2,542 $766K 0.02% +95 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,683 shares; 2024Q3: 9,005 shares; 2024Q4: 8,819 shares; 2025Q1: 8,690 shares; 2025Q2: 14,182 shares; 2025Q3: 9,150 shares; 2025Q4: 8,746 shares 8,746 $763K 0.02% -404 Timeline FNDB 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: 8,218 shares; 2024Q3: 13,093 shares; 2024Q4: 37,444 shares; 2025Q1: 36,049 shares; 2025Q2: 35,945 shares; 2025Q3: 34,417 shares; 2025Q4: 28,038 shares 28,038 $745K 0.02% -6,379 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,306 shares; 2024Q3: 40,307 shares; 2024Q4: 40,307 shares; 2025Q1: 40,308 shares; 2025Q2: 40,308 shares; 2025Q3: 40,909 shares; 2025Q4: 41,210 shares 41,210 $740K 0.02% +301 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,957 shares; 2025Q1: 14,789 shares; 2025Q2: 15,109 shares; 2025Q3: 16,442 shares; 2025Q4: 17,340 shares 17,340 $738K 0.02% +898 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,307 shares; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,281 shares; 2025Q3: 1,246 shares; 2025Q4: 1,208 shares 1,208 $729K 0.02% -38 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: 4,202 shares; 2024Q3: 4,089 shares; 2024Q4: 4,285 shares; 2025Q1: 4,406 shares; 2025Q2: 3,645 shares; 2025Q3: 3,969 shares; 2025Q4: 4,062 shares 4,062 $721K 0.02% +93 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: 5,161 shares; 2024Q3: 12,242 shares; 2024Q4: 8,279 shares; 2025Q1: 106,446 shares; 2025Q2: 50,576 shares; 2025Q3: 2,548 shares; 2025Q4: 2,498 shares 2,498 $713K 0.02% -50 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,007 shares; 2024Q3: 12,007 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,357 shares 10,357 $710K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,391 shares; 2024Q3: 8,397 shares; 2024Q4: 8,404 shares; 2025Q1: 8,184 shares; 2025Q2: 7,930 shares; 2025Q3: 7,700 shares; 2025Q4: 12,241 shares 12,241 $695K 0.02% +4,541 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,460 shares; 2024Q3: 18,411 shares; 2024Q4: 17,089 shares; 2025Q1: 17,063 shares; 2025Q2: 14,933 shares; 2025Q3: 14,520 shares; 2025Q4: 13,410 shares 13,410 $692K 0.02% -1,110 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,046 shares; 2024Q3: 7,481 shares; 2024Q4: 5,163 shares; 2025Q1: 5,167 shares; 2025Q2: 5,171 shares; 2025Q3: 4,639 shares; 2025Q4: 4,846 shares 4,846 $684K 0.02% +207 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares 1,946 $682K 0.02% 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: 1,025 shares; 2024Q3: 854 shares; 2024Q4: 817 shares; 2025Q1: 871 shares; 2025Q2: 913 shares; 2025Q3: 1,019 shares; 2025Q4: 1,026 shares 1,026 $680K 0.02% +7 Timeline IHI 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: 11,455 shares; 2024Q3: 11,079 shares; 2024Q4: 11,095 shares; 2025Q1: 11,029 shares; 2025Q2: 10,891 shares; 2025Q3: 10,891 shares; 2025Q4: 10,885 shares 10,885 $677K 0.02% -6 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,867 shares; 2024Q3: 5,014 shares; 2024Q4: 5,021 shares; 2025Q1: 4,871 shares; 2025Q2: 4,842 shares; 2025Q3: 5,448 shares; 2025Q4: 5,913 shares 5,913 $673K 0.02% +465 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: 1,644 shares; 2024Q3: 1,684 shares; 2024Q4: 1,579 shares; 2025Q1: 1,630 shares; 2025Q2: 1,882 shares; 2025Q3: 2,211 shares; 2025Q4: 2,743 shares 2,743 $665K 0.02% +532 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,065 shares; 2024Q3: 6,645 shares; 2024Q4: 6,497 shares; 2025Q1: 6,398 shares; 2025Q2: 6,252 shares; 2025Q3: 6,298 shares; 2025Q4: 6,320 shares 6,320 $664K 0.02% +22 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,820 shares; 2025Q2: 5,068 shares; 2025Q3: 5,473 shares; 2025Q4: 3,611 shares 3,611 $651K 0.02% -1,862 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,413 shares; 2024Q3: 14,478 shares; 2024Q4: 14,634 shares; 2025Q1: 15,720 shares; 2025Q2: 16,159 shares; 2025Q3: 18,058 shares; 2025Q4: 19,950 shares 19,950 $644K 0.02% +1,892 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,645 shares; 2024Q3: 5,917 shares; 2024Q4: 5,987 shares; 2025Q1: 5,370 shares; 2025Q2: 5,009 shares; 2025Q3: 5,162 shares; 2025Q4: 6,479 shares 6,479 $644K 0.02% +1,317 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,215 shares; 2024Q3: 1,342 shares; 2024Q4: 1,387 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,653 shares; 2025Q4: 1,681 shares 1,681 $638K 0.02% +28 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,801 shares; 2025Q4: 28,831 shares 28,831 $631K 0.02% -3,970 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,644 shares; 2024Q3: 2,521 shares; 2024Q4: 2,546 shares; 2025Q1: 2,610 shares; 2025Q2: 2,487 shares; 2025Q3: 2,540 shares; 2025Q4: 2,521 shares 2,521 $623K 0.02% -19 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118 shares; 2025Q4: 2,136 shares 2,136 $609K 0.02% +18 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 5,356 shares; 2025Q3: 5,588 shares; 2025Q4: 5,588 shares 5,588 $606K 0.02% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,502 shares 20,502 $606K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81,052 shares; 2025Q1: 80,949 shares; 2025Q2: 76,910 shares; 2025Q3: 5,429 shares; 2025Q4: 4,599 shares 4,599 $603K 0.02% -830 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,853 shares; 2024Q3: 8,568 shares; 2024Q4: 8,699 shares; 2025Q1: 8,559 shares; 2025Q2: 7,318 shares; 2025Q3: 7,233 shares; 2025Q4: 7,463 shares 7,463 $600K 0.02% +230 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,797 shares; 2024Q3: 4,811 shares; 2024Q4: 5,016 shares; 2025Q1: 4,856 shares; 2025Q2: 4,762 shares; 2025Q3: 6,896 shares; 2025Q4: 7,325 shares 7,325 $596K 0.02% +429 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,364 shares; 2024Q3: 2,357 shares; 2024Q4: 2,571 shares; 2025Q1: 2,440 shares; 2025Q2: 5,956 shares; 2025Q3: 6,754 shares; 2025Q4: 6,234 shares 6,234 $594K 0.02% -520 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,089 shares; 2024Q3: 30,827 shares; 2024Q4: 29,666 shares; 2025Q1: 24,391 shares; 2025Q2: 23,625 shares; 2025Q3: 22,724 shares; 2025Q4: 23,027 shares 23,027 $593K 0.02% +303 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares 723 $593K 0.02% 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: 7,119 shares; 2024Q3: 7,157 shares; 2024Q4: 7,172 shares; 2025Q1: 7,074 shares; 2025Q2: 4,415 shares; 2025Q3: 4,011 shares; 2025Q4: 3,682 shares 3,682 $589K 0.02% -329 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,159 shares; 2025Q4: 3,617 shares 3,617 $586K 0.02% +458 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: 999 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 2,691 shares; 2025Q3: 2,359 shares; 2025Q4: 2,566 shares 2,566 $584K 0.02% +207 Timeline SKYY 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: 5,539 shares; 2024Q3: 5,329 shares; 2024Q4: 5,411 shares; 2025Q1: 5,294 shares; 2025Q2: 4,295 shares; 2025Q3: 4,378 shares; 2025Q4: 4,477 shares 4,477 $582K 0.02% +99 Timeline SHV 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: 5,553 shares; 2024Q3: 5,551 shares; 2024Q4: 4,658 shares; 2025Q1: 5,766 shares; 2025Q2: 5,239 shares; 2025Q3: 5,262 shares; 2025Q4: 5,244 shares 5,244 $578K 0.02% -18 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: 2,646 shares; 2025Q3: 2,799 shares; 2025Q4: 2,886 shares 2,886 $576K 0.02% +87 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,593 shares; 2024Q3: 14,563 shares; 2024Q4: 14,563 shares; 2025Q1: 14,563 shares; 2025Q2: 14,563 shares; 2025Q3: 13,830 shares; 2025Q4: 13,830 shares 13,830 $574K 0.02% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,516 shares 16,516 $572K 0.02% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34,319 shares; 2024Q3: 32,549 shares; 2024Q4: 33,696 shares; 2025Q1: 35,162 shares; 2025Q2: 28,548 shares; 2025Q3: 30,784 shares; 2025Q4: 28,239 shares 28,239 $552K 0.02% -2,545 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,793 shares; 2025Q1: 7,043 shares; 2025Q2: 7,093 shares; 2025Q3: 9,195 shares; 2025Q4: 8,524 shares 8,524 $549K 0.02% -671 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,355 shares; 2024Q3: 34,726 shares; 2024Q4: 35,839 shares; 2025Q1: 27,874 shares; 2025Q2: 29,694 shares; 2025Q3: 30,055 shares; 2025Q4: 30,483 shares 30,483 $543K 0.02% +428 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: 3,001 shares; 2024Q3: 3,018 shares; 2024Q4: 2,978 shares; 2025Q1: 3,033 shares; 2025Q2: 3,034 shares; 2025Q3: 3,274 shares; 2025Q4: 3,328 shares 3,328 $542K 0.02% +54 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,145 shares 20,145 $534K 0.02% new Timeline PZA 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: 15,985 shares; 2024Q3: 15,985 shares; 2024Q4: 19,674 shares; 2025Q1: 16,874 shares; 2025Q2: 16,874 shares; 2025Q3: 16,874 shares; 2025Q4: 22,980 shares 22,980 $533K 0.02% +6,106 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: not reported; 2024Q3: 3,043 shares; 2024Q4: 2,985 shares; 2025Q1: 3,080 shares; 2025Q2: 3,470 shares; 2025Q3: 4,210 shares; 2025Q4: 4,333 shares 4,333 $532K 0.02% +123 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,844 shares 14,844 $529K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,786 shares; 2024Q3: 1,728 shares; 2024Q4: 1,554 shares; 2025Q1: 1,664 shares; 2025Q2: 1,658 shares; 2025Q3: 1,540 shares; 2025Q4: 1,430 shares 1,430 $529K 0.02% -110 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,324 shares; 2024Q3: 5,164 shares; 2024Q4: 5,362 shares; 2025Q1: 5,877 shares; 2025Q2: 9,860 shares; 2025Q3: 10,753 shares; 2025Q4: 10,016 shares 10,016 $519K 0.02% -737 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,583 shares; 2024Q3: 2,632 shares; 2024Q4: 2,648 shares; 2025Q1: 2,686 shares; 2025Q2: 2,681 shares; 2025Q3: 2,872 shares; 2025Q4: 2,662 shares 2,662 $517K 0.02% -210 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,920 shares; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,918 shares; 2025Q2: 1,996 shares; 2025Q3: 2,158 shares; 2025Q4: 2,296 shares 2,296 $516K 0.02% +138 Timeline DFNM 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,526 shares; 2025Q2: 10,682 shares; 2025Q3: 10,685 shares; 2025Q4: 10,685 shares 10,685 $515K 0.02% 0 Timeline SCHQ 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: 10,567 shares; 2024Q3: 10,629 shares; 2024Q4: 8,248 shares; 2025Q1: 13,532 shares; 2025Q2: 13,307 shares; 2025Q3: 14,927 shares; 2025Q4: 16,202 shares 16,202 $514K 0.02% +1,275 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,792 shares; 2024Q3: 7,098 shares; 2024Q4: 6,526 shares; 2025Q1: 6,209 shares; 2025Q2: 6,099 shares; 2025Q3: 8,192 shares; 2025Q4: 10,101 shares 10,101 $513K 0.02% +1,909 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,751 shares; 2024Q3: 8,429 shares; 2024Q4: 8,566 shares; 2025Q1: 8,424 shares; 2025Q2: 6,810 shares; 2025Q3: 6,945 shares; 2025Q4: 7,191 shares 7,191 $502K 0.02% +246 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,569 shares; 2024Q3: 2,588 shares; 2024Q4: 2,595 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,912 shares; 2025Q4: 2,574 shares 2,574 $500K 0.02% +662 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,957 shares; 2024Q3: 12,033 shares; 2024Q4: 12,790 shares; 2025Q1: 13,265 shares; 2025Q2: 14,057 shares; 2025Q3: 12,619 shares; 2025Q4: 10,158 shares 10,158 $500K 0.02% -2,461 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: 2,491 shares; 2024Q3: 2,350 shares; 2024Q4: 2,626 shares; 2025Q1: 2,126 shares; 2025Q2: 2,027 shares; 2025Q3: 1,688 shares; 2025Q4: 1,282 shares 1,282 $499K 0.02% -406 Timeline SPSM 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: 10,642 shares; 2024Q3: 10,642 shares; 2024Q4: 10,699 shares; 2025Q1: 10,699 shares; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares; 2025Q4: 10,643 shares 10,643 $499K 0.02% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,040 shares; 2024Q3: 7,276 shares; 2024Q4: 7,125 shares; 2025Q1: 7,068 shares; 2025Q2: 6,352 shares; 2025Q3: 6,982 shares; 2025Q4: 7,268 shares 7,268 $496K 0.02% +286 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,847 shares; 2024Q3: 34,732 shares; 2024Q4: 34,828 shares; 2025Q1: 35,126 shares; 2025Q2: 26,230 shares; 2025Q3: 27,373 shares; 2025Q4: 28,454 shares 28,454 $494K 0.02% +1,081 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,603 shares; 2024Q3: 1,158 shares; 2024Q4: 766 shares; 2025Q1: 830 shares; 2025Q2: 891 shares; 2025Q3: 1,119 shares; 2025Q4: 1,151 shares 1,151 $491K 0.02% +32 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 68,410 shares; 2024Q3: 34,483 shares; 2024Q4: 2,728 shares; 2025Q1: 1,813 shares; 2025Q2: 1,698 shares; 2025Q3: 3,565 shares; 2025Q4: 3,537 shares 3,537 $488K 0.02% -28 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,564 shares; 2024Q3: 4,611 shares; 2024Q4: 4,611 shares; 2025Q1: 5,093 shares; 2025Q2: 4,611 shares; 2025Q3: 4,611 shares; 2025Q4: 4,689 shares 4,689 $481K 0.02% +78 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,775 shares; 2025Q4: 4,988 shares 4,988 $480K 0.02% +213 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,683 shares; 2024Q3: 11,685 shares; 2024Q4: 11,690 shares; 2025Q1: 11,694 shares; 2025Q2: 11,719 shares; 2025Q3: 12,153 shares; 2025Q4: 11,829 shares 11,829 $480K 0.02% -324 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,361 shares; 2024Q3: 4,392 shares; 2024Q4: 4,316 shares; 2025Q1: 4,298 shares; 2025Q2: 4,325 shares; 2025Q3: 4,382 shares; 2025Q4: 4,647 shares 4,647 $476K 0.02% +265 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,560 shares; 2024Q3: 9,134 shares; 2024Q4: 9,292 shares; 2025Q1: 9,075 shares; 2025Q2: 7,355 shares; 2025Q3: 7,495 shares; 2025Q4: 7,554 shares 7,554 $476K 0.02% +59 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,649 shares; 2024Q3: 16,393 shares; 2024Q4: 14,072 shares; 2025Q1: 13,868 shares; 2025Q2: 13,683 shares; 2025Q3: 13,594 shares; 2025Q4: 12,840 shares 12,840 $470K 0.01% -754 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: 2,125 shares; 2024Q3: 2,049 shares; 2024Q4: 2,088 shares; 2025Q1: 2,051 shares; 2025Q2: 1,667 shares; 2025Q3: 1,782 shares; 2025Q4: 1,743 shares 1,743 $469K 0.01% -39 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: 3,521 shares; 2024Q3: 3,343 shares; 2024Q4: 3,523 shares; 2025Q1: 3,305 shares; 2025Q2: 5,327 shares; 2025Q3: 5,532 shares; 2025Q4: 5,581 shares 5,581 $467K 0.01% +49 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,306 shares; 2024Q3: 9,245 shares; 2024Q4: 9,235 shares; 2025Q1: 9,218 shares; 2025Q2: 9,326 shares; 2025Q3: 9,461 shares; 2025Q4: 10,124 shares 10,124 $467K 0.01% +663 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,693 shares; 2024Q4: 2,744 shares; 2025Q1: 2,945 shares; 2025Q2: 3,011 shares; 2025Q3: 3,178 shares; 2025Q4: 3,218 shares 3,218 $466K 0.01% +40 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 829 shares; 2024Q3: 831 shares; 2024Q4: 834 shares; 2025Q1: 836 shares; 2025Q2: 1,059 shares; 2025Q3: 1,062 shares; 2025Q4: 1,244 shares 1,244 $465K 0.01% +182 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,533 shares; 2024Q4: 3,230 shares; 2025Q1: 3,313 shares; 2025Q2: 3,601 shares; 2025Q3: 3,755 shares; 2025Q4: 3,962 shares 3,962 $460K 0.01% +207 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: 630 shares; 2024Q3: 641 shares; 2024Q4: 630 shares; 2025Q1: 646 shares; 2025Q2: 650 shares; 2025Q3: 660 shares; 2025Q4: 674 shares 674 $456K 0.01% +14 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,043 shares; 2024Q3: 4,045 shares; 2024Q4: 4,056 shares; 2025Q1: 4,060 shares; 2025Q2: 4,058 shares; 2025Q3: 4,067 shares; 2025Q4: 3,877 shares 3,877 $456K 0.01% -190 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,440 shares; 2025Q4: 7,559 shares 7,559 $454K 0.01% +3,119 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,506 shares; 2024Q3: 2,211 shares; 2024Q4: 1,601 shares; 2025Q1: 1,486 shares; 2025Q2: 1,520 shares; 2025Q3: 1,377 shares; 2025Q4: 1,396 shares 1,396 $451K 0.01% +19 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,636 shares; 2024Q3: 4,400 shares; 2024Q4: 4,453 shares; 2025Q1: 3,516 shares; 2025Q2: 3,510 shares; 2025Q3: 3,602 shares; 2025Q4: 3,181 shares 3,181 $449K 0.01% -421 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,297 shares; 2025Q4: 4,441 shares 4,441 $443K 0.01% +1,144 Timeline ISCF 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: 12,594 shares; 2024Q3: 12,220 shares; 2024Q4: 11,246 shares; 2025Q1: 11,173 shares; 2025Q2: 11,257 shares; 2025Q3: 10,951 shares; 2025Q4: 10,690 shares 10,690 $443K 0.01% -261 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,543 shares; 2024Q3: 156,020 shares; 2024Q4: 152,813 shares; 2025Q1: 152,887 shares; 2025Q2: 145,964 shares; 2025Q3: 145,515 shares; 2025Q4: 5,123 shares 5,123 $437K 0.01% -140,392 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 699 shares; 2024Q3: 692 shares; 2024Q4: 713 shares; 2025Q1: 620 shares; 2025Q2: 675 shares; 2025Q3: 748 shares; 2025Q4: 900 shares 900 $435K 0.01% +152 Timeline RWR 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: 5,070 shares; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 4,425 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares 4,412 $433K 0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,393 shares; 2025Q3: 3,418 shares; 2025Q4: 3,205 shares 3,205 $433K 0.01% -213 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,419 shares; 2024Q3: 5,441 shares; 2024Q4: 5,486 shares; 2025Q1: 5,521 shares; 2025Q2: 5,067 shares; 2025Q3: 4,927 shares; 2025Q4: 5,385 shares 5,385 $432K 0.01% +458 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 147,031 shares; 2024Q3: 15,983 shares; 2024Q4: 13,242 shares; 2025Q1: 7,930 shares; 2025Q2: 7,656 shares; 2025Q3: 3,910 shares; 2025Q4: 5,431 shares 5,431 $431K 0.01% +1,521 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,161 shares 1,161 $429K 0.01% -9 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,521 shares; 2024Q3: 3,521 shares; 2024Q4: 3,521 shares; 2025Q1: 3,521 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,521 shares 3,521 $429K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,369 shares; 2024Q3: 12,122 shares; 2024Q4: 11,581 shares; 2025Q1: 10,802 shares; 2025Q2: 11,028 shares; 2025Q3: 11,276 shares; 2025Q4: 14,098 shares 14,098 $421K 0.01% +2,822 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,437 shares; 2024Q3: 4,464 shares; 2024Q4: 4,405 shares; 2025Q1: 4,350 shares; 2025Q2: 4,452 shares; 2025Q3: 4,686 shares; 2025Q4: 4,819 shares 4,819 $421K 0.01% +133 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,300 shares; 2024Q3: 3,040 shares; 2024Q4: 3,048 shares; 2025Q1: 2,967 shares; 2025Q2: 2,797 shares; 2025Q3: 2,710 shares; 2025Q4: 2,618 shares 2,618 $421K 0.01% -92 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: 391 shares; 2024Q3: 479 shares; 2024Q4: 558 shares; 2025Q1: 572 shares; 2025Q2: 513 shares; 2025Q3: 551 shares; 2025Q4: 2,734 shares 2,734 $419K 0.01% +2,183 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,221 shares; 2024Q3: 4,776 shares; 2024Q4: 5,419 shares; 2025Q1: 7,793 shares; 2025Q2: 7,854 shares; 2025Q3: 4,461 shares; 2025Q4: 5,193 shares 5,193 $419K 0.01% +732 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,291 shares; 2024Q3: 9,804 shares; 2024Q4: 9,938 shares; 2025Q1: 9,603 shares; 2025Q2: 7,735 shares; 2025Q3: 7,853 shares; 2025Q4: 8,101 shares 8,101 $415K 0.01% +248 Timeline ACWV 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: 4,523 shares; 2024Q3: 4,317 shares; 2024Q4: 4,314 shares; 2025Q1: 3,823 shares; 2025Q2: 3,326 shares; 2025Q3: 3,310 shares; 2025Q4: 3,443 shares 3,443 $409K 0.01% +133 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,277 shares 2,277 $408K 0.01% -148 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,081 shares; 2024Q3: 12,712 shares; 2024Q4: 12,642 shares; 2025Q1: 13,787 shares; 2025Q2: 7,711 shares; 2025Q3: 7,712 shares; 2025Q4: 7,713 shares 7,713 $408K 0.01% +1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,985 shares; 2024Q3: 2,686 shares; 2024Q4: 2,687 shares; 2025Q1: 2,579 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares 2,282 $385K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,412 shares; 2024Q3: 12,732 shares; 2024Q4: 12,623 shares; 2025Q1: 12,463 shares; 2025Q2: 12,297 shares; 2025Q3: 12,217 shares; 2025Q4: 11,733 shares 11,733 $384K 0.01% -484 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,041 shares; 2024Q3: 17,441 shares; 2024Q4: 16,550 shares; 2025Q1: 16,267 shares; 2025Q2: 14,393 shares; 2025Q3: 15,822 shares; 2025Q4: 15,990 shares 15,990 $381K 0.01% +168 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,741 shares 2,741 $375K 0.01% +516 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,961 shares; 2024Q3: 8,022 shares; 2024Q4: 8,012 shares; 2025Q1: 7,405 shares; 2025Q2: 7,401 shares; 2025Q3: 7,148 shares; 2025Q4: 7,064 shares 7,064 $373K 0.01% -84 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75,207 shares; 2024Q3: 29,249 shares; 2024Q4: 28,443 shares; 2025Q1: 27,979 shares; 2025Q2: 25,441 shares; 2025Q3: 27,696 shares; 2025Q4: 28,130 shares 28,130 $370K 0.01% +434 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,185 shares; 2024Q3: 20,882 shares; 2024Q4: 18,589 shares; 2025Q1: 19,765 shares; 2025Q2: 22,411 shares; 2025Q3: 27,020 shares; 2025Q4: 28,218 shares 28,218 $370K 0.01% +1,198 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: not reported; 2024Q3: not reported; 2024Q4: 788 shares; 2025Q1: 935 shares; 2025Q2: 753 shares; 2025Q3: 759 shares; 2025Q4: 780 shares 780 $365K 0.01% +21 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,371 shares; 2024Q3: 3,371 shares; 2024Q4: 3,371 shares; 2025Q1: 2,803 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 2,167 shares 2,167 $364K 0.01% -1,651 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: 5,718 shares; 2024Q3: 4,030 shares; 2024Q4: 3,598 shares; 2025Q1: 3,182 shares; 2025Q2: 3,154 shares; 2025Q3: 3,430 shares; 2025Q4: 3,629 shares 3,629 $363K 0.01% +199 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,986 shares 8,986 $362K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,589 shares; 2024Q3: 2,605 shares; 2024Q4: 2,620 shares; 2025Q1: 2,653 shares; 2025Q2: 2,685 shares; 2025Q3: 2,714 shares; 2025Q4: 2,506 shares 2,506 $360K 0.01% -208 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,588 shares; 2024Q3: 6,496 shares; 2024Q4: 7,996 shares; 2025Q1: 8,476 shares; 2025Q2: 8,130 shares; 2025Q3: 9,289 shares; 2025Q4: 9,328 shares 9,328 $358K 0.01% +39 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: 461 shares; 2024Q3: 521 shares; 2024Q4: 616 shares; 2025Q1: 476 shares; 2025Q2: 414 shares; 2025Q3: 435 shares; 2025Q4: 473 shares 473 $357K 0.01% +38 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 524 shares 524 $353K 0.01% -19 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,912 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares 1,224 $347K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,642 shares; 2024Q3: 6,725 shares; 2024Q4: 6,117 shares; 2025Q1: 10,016 shares; 2025Q2: 5,514 shares; 2025Q3: 5,539 shares; 2025Q4: 5,720 shares 5,720 $343K 0.01% +181 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares 62 $334K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431 shares 431 $333K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,978 shares; 2024Q3: 13,989 shares; 2024Q4: 11,614 shares; 2025Q1: 11,316 shares; 2025Q2: 11,005 shares; 2025Q3: 10,866 shares; 2025Q4: 9,688 shares 9,688 $324K 0.01% -1,178 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 1,007 shares; 2025Q3: 1,010 shares; 2025Q4: 1,011 shares 1,011 $322K 0.01% +1 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: 5,304 shares; 2024Q3: 5,304 shares; 2024Q4: 5,304 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares; 2025Q4: 5,304 shares 5,304 $318K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,433 shares; 2024Q3: 10,339 shares; 2024Q4: 10,305 shares; 2025Q1: 10,253 shares; 2025Q2: 9,871 shares; 2025Q3: 9,207 shares; 2025Q4: 9,123 shares 9,123 $317K 0.01% -84 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,137 shares 14,137 $316K 0.01% new Timeline DFSU 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: 5,990 shares; 2024Q3: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 7,221 shares; 2025Q2: 7,221 shares; 2025Q3: 7,221 shares; 2025Q4: 7,221 shares 7,221 $314K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,580 shares; 2024Q3: 2,561 shares; 2024Q4: 2,432 shares; 2025Q1: 2,502 shares; 2025Q2: 2,445 shares; 2025Q3: 2,648 shares; 2025Q4: 2,666 shares 2,666 $313K 0.01% +18 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,138 shares; 2024Q3: 5,114 shares; 2024Q4: 4,580 shares; 2025Q1: 4,718 shares; 2025Q2: 5,296 shares; 2025Q3: 6,054 shares; 2025Q4: 5,789 shares 5,789 $312K 0.01% -265 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 811 shares; 2024Q3: 715 shares; 2024Q4: 670 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 663 shares 663 $310K 0.01% +103 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,352 shares; 2024Q3: 7,037 shares; 2024Q4: 7,151 shares; 2025Q1: 6,957 shares; 2025Q2: 5,617 shares; 2025Q3: 5,713 shares; 2025Q4: 5,921 shares 5,921 $308K 0.01% +208 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,248 shares; 2025Q4: 2,337 shares 2,337 $308K 0.01% +89 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,029 shares; 2025Q4: 4,286 shares 4,286 $307K 0.01% +257 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,237 shares; 2025Q4: 5,246 shares 5,246 $306K 0.01% +1,009 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,093 shares; 2025Q3: 3,327 shares; 2025Q4: 3,507 shares 3,507 $302K 0.01% +180 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,792 shares 18,792 $302K 0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,354 shares; 2024Q3: 11,354 shares; 2024Q4: 11,393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,722 shares 48,722 $301K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 303 shares; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 334 shares; 2025Q4: 371 shares 371 $301K 0.01% +37 Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $299K 0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,765 shares; 2024Q3: 11,765 shares; 2024Q4: 11,765 shares; 2025Q1: 11,765 shares; 2025Q2: 11,765 shares; 2025Q3: 11,765 shares; 2025Q4: 11,765 shares 11,765 $291K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,658 shares; 2024Q3: 1,583 shares; 2024Q4: 1,572 shares; 2025Q1: 1,570 shares; 2025Q2: 1,526 shares; 2025Q3: 1,426 shares; 2025Q4: 1,432 shares 1,432 $291K 0.01% +6 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 89,466 shares; 2024Q4: 57,081 shares; 2025Q1: 57,081 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,311 shares 37,311 $290K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares 1,910 $284K 0.01% new Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,145 shares; 2025Q4: 5,145 shares 5,145 $283K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,843 shares; 2025Q3: 4,874 shares; 2025Q4: 5,694 shares 5,694 $283K 0.01% +820 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,464 shares 6,464 $282K 0.01% new 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: 2,463 shares; 2024Q3: 2,515 shares; 2024Q4: 2,103 shares; 2025Q1: 2,210 shares; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 2,204 shares 2,204 $281K 0.01% +254 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $280K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,206 shares; 2025Q4: 1,274 shares 1,274 $279K 0.01% +68 Timeline CLIP 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: not reported; 2024Q3: 3,632 shares; 2024Q4: 3,628 shares; 2025Q1: 2,598 shares; 2025Q2: 2,777 shares; 2025Q3: 2,809 shares; 2025Q4: 2,774 shares 2,774 $278K 0.01% -35 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710 shares 1,710 $277K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,314 shares; 2024Q3: 2,982 shares; 2024Q4: 2,551 shares; 2025Q1: 2,662 shares; 2025Q2: 2,810 shares; 2025Q3: 3,019 shares; 2025Q4: 3,249 shares 3,249 $274K 0.01% +230 Timeline CMF 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: 4,515 shares; 2024Q3: 4,156 shares; 2024Q4: 4,406 shares; 2025Q1: 4,488 shares; 2025Q2: 4,593 shares; 2025Q3: 4,742 shares; 2025Q4: 4,742 shares 4,742 $272K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,719 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,400 shares; 2025Q4: 7,313 shares 7,313 $268K 0.01% -87 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,996 shares 3,996 $267K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006 shares 2,006 $266K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares 1,545 $266K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,464 shares; 2024Q4: 1,457 shares; 2025Q1: 1,556 shares; 2025Q2: 1,601 shares; 2025Q3: 1,703 shares; 2025Q4: 1,711 shares 1,711 $264K 0.01% +8 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36,763 shares; 2025Q1: 28,264 shares; 2025Q2: 28,362 shares; 2025Q3: 13,457 shares; 2025Q4: 13,594 shares 13,594 $261K 0.01% +137 Timeline EBND 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: 16,398 shares; 2024Q3: 13,449 shares; 2024Q4: 13,055 shares; 2025Q1: 12,685 shares; 2025Q2: 12,273 shares; 2025Q3: 12,253 shares; 2025Q4: 12,172 shares 12,172 $260K 0.01% -81 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,998 shares 2,998 $259K 0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,007 shares; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares; 2025Q2: 3,939 shares; 2025Q3: 4,491 shares; 2025Q4: 4,518 shares 4,518 $259K 0.01% +27 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32,800 shares; 2024Q3: 32,800 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,525 shares; 2025Q3: 27,554 shares; 2025Q4: 27,745 shares 27,745 $259K 0.01% +191 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares; 2025Q4: 876 shares 876 $254K 0.01% -5 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,126 shares 5,126 $252K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,372 shares; 2025Q4: 4,444 shares 4,444 $252K 0.01% +72 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 977 shares; 2024Q3: 981 shares; 2024Q4: 970 shares; 2025Q1: 980 shares; 2025Q2: 836 shares; 2025Q3: 840 shares; 2025Q4: 767 shares 767 $248K 0.01% -73 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares 1,081 $248K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,941 shares; 2025Q4: 6,671 shares 6,671 $247K 0.01% -194,270 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 340 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553 shares 553 $246K 0.01% new 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: 1,536 shares; 2024Q3: 1,536 shares; 2024Q4: 1,521 shares; 2025Q1: 1,540 shares; 2025Q2: 1,544 shares; 2025Q3: 840 shares; 2025Q4: 878 shares 878 $245K 0.01% +38 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,511 shares; 2024Q3: 7,605 shares; 2024Q4: 7,229 shares; 2025Q1: 6,949 shares; 2025Q2: 6,974 shares; 2025Q3: 6,997 shares; 2025Q4: 7,019 shares 7,019 $243K 0.01% +22 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 4,132 shares; 2025Q4: 4,157 shares 4,157 $240K 0.01% +25 Timeline