MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,609 shares; 2024Q4: 636,432 shares; 2025Q1: 661,337 shares; 2025Q2: 574,722 shares; 2025Q3: 538,337 shares; 2025Q4: 447,097 shares 447,097 $44.9M 5.67% -91,240 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: restricted; 2024Q3: 387,049 shares; 2024Q4: 370,916 shares; 2025Q1: 323,755 shares; 2025Q2: 339,450 shares; 2025Q3: 332,219 shares; 2025Q4: 300,859 shares 300,859 $33.1M 4.19% -31,360 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,732 shares; 2024Q4: 159,963 shares; 2025Q1: 180,358 shares; 2025Q2: 179,625 shares; 2025Q3: 179,566 shares; 2025Q4: 176,362 shares 176,362 $32.9M 4.16% -3,204 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,034 shares; 2024Q4: 172,835 shares; 2025Q1: 148,535 shares; 2025Q2: 152,014 shares; 2025Q3: 150,615 shares; 2025Q4: 162,280 shares 162,280 $32.2M 4.07% +11,665 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,828 shares; 2024Q4: 96,309 shares; 2025Q1: 106,853 shares; 2025Q2: 105,736 shares; 2025Q3: 106,347 shares; 2025Q4: 114,557 shares 114,557 $31.1M 3.94% +8,210 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,326 shares; 2024Q4: 38,670 shares; 2025Q1: 41,202 shares; 2025Q2: 42,496 shares; 2025Q3: 41,335 shares; 2025Q4: 43,755 shares 43,755 $29.8M 3.77% +2,420 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,834 shares; 2024Q4: 57,727 shares; 2025Q1: 50,141 shares; 2025Q2: 47,947 shares; 2025Q3: 48,420 shares; 2025Q4: 50,141 shares 50,141 $24.2M 3.06% +1,721 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,673 shares; 2024Q4: 83,383 shares; 2025Q1: 74,647 shares; 2025Q2: 69,238 shares; 2025Q3: 69,661 shares; 2025Q4: 70,429 shares 70,429 $22M 2.79% +768 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,561 shares; 2024Q4: 101,115 shares; 2025Q1: 98,318 shares; 2025Q2: 97,401 shares; 2025Q3: 94,353 shares; 2025Q4: 93,741 shares 93,741 $20.6M 2.6% -612 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,647 shares; 2025Q2: 356,128 shares; 2025Q3: 402,252 shares; 2025Q4: 676,691 shares 676,691 $18.1M 2.28% +274,439 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,595 shares; 2024Q4: 20,345 shares; 2025Q1: 26,066 shares; 2025Q2: 24,166 shares; 2025Q3: 22,989 shares; 2025Q4: 25,922 shares 25,922 $17.1M 2.16% +2,933 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,401 shares; 2024Q4: 37,371 shares; 2025Q1: 36,112 shares; 2025Q2: 31,458 shares; 2025Q3: 28,285 shares; 2025Q4: 170,689 shares 170,689 $15.6M 1.97% +142,404 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393,313 shares 393,313 $15.6M 1.97% 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: restricted; 2024Q3: 85,348 shares; 2024Q4: 89,832 shares; 2025Q1: 91,058 shares; 2025Q2: 94,333 shares; 2025Q3: 96,928 shares; 2025Q4: 98,014 shares 98,014 $14.6M 1.84% +1,086 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,820 shares; 2025Q1: 52,976 shares; 2025Q2: 43,177 shares; 2025Q3: 50,797 shares; 2025Q4: 50,307 shares 50,307 $13.9M 1.76% -490 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,116 shares; 2024Q4: 85,583 shares; 2025Q1: 93,244 shares; 2025Q2: 96,907 shares; 2025Q3: 97,236 shares; 2025Q4: 96,667 shares 96,667 $12.8M 1.62% -569 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,798 shares; 2024Q4: 84,658 shares; 2025Q1: 87,987 shares; 2025Q2: 90,138 shares; 2025Q3: 92,381 shares; 2025Q4: 96,134 shares 96,134 $11.2M 1.42% +3,753 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,799 shares; 2024Q4: 67,719 shares; 2025Q1: 56,967 shares; 2025Q2: 42,070 shares; 2025Q3: 42,936 shares; 2025Q4: 47,097 shares 47,097 $10.9M 1.37% +4,161 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,899 shares; 2024Q4: 46,984 shares; 2025Q1: 52,140 shares; 2025Q2: 50,698 shares; 2025Q3: 51,417 shares; 2025Q4: 54,264 shares 54,264 $10.4M 1.31% +2,847 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 3,835 shares; 2025Q1: 3,789 shares; 2025Q2: 12,837 shares; 2025Q3: 21,139 shares; 2025Q4: 15,588 shares 15,588 $9.58M 1.21% -5,551 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,813 shares; 2024Q4: 6,906 shares; 2025Q1: 6,678 shares; 2025Q2: 6,360 shares; 2025Q3: 6,901 shares; 2025Q4: 26,547 shares 26,547 $9.19M 1.16% +19,646 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,838 shares; 2025Q3: 112,516 shares; 2025Q4: 301,092 shares 301,092 $8.28M 1.05% +188,576 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,179 shares; 2024Q4: 34,331 shares; 2025Q1: 22,179 shares; 2025Q2: 22,190 shares; 2025Q3: 22,188 shares; 2025Q4: 22,190 shares 22,190 $8.21M 1.04% +2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,695 shares; 2024Q4: 28,654 shares; 2025Q1: 35,226 shares; 2025Q2: 36,364 shares; 2025Q3: 36,933 shares; 2025Q4: 38,260 shares 38,260 $7.92M 1% +1,327 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,861 shares; 2024Q4: 21,773 shares; 2025Q1: 22,526 shares; 2025Q2: 22,375 shares; 2025Q3: 22,550 shares; 2025Q4: 23,457 shares 23,457 $7.56M 0.96% +907 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 952 shares; 2025Q1: 996 shares; 2025Q2: 1,304 shares; 2025Q3: 1,310 shares; 2025Q4: 1,410 shares 1,410 $7.55M 0.95% +100 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,654 shares 24,654 $6.98M 0.88% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,130 shares; 2025Q2: 51,176 shares; 2025Q3: 53,957 shares; 2025Q4: 56,489 shares 56,489 $6.93M 0.88% +2,532 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,215 shares; 2024Q4: 209,053 shares; 2025Q1: 205,702 shares; 2025Q2: 199,123 shares; 2025Q3: 195,168 shares; 2025Q4: 134,569 shares 134,569 $6.78M 0.86% -60,599 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,207 shares; 2024Q4: 71,746 shares; 2025Q1: 66,549 shares; 2025Q2: 64,672 shares; 2025Q3: 79,030 shares; 2025Q4: 79,263 shares 79,263 $6.71M 0.85% +233 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,432 shares; 2025Q2: 98,621 shares; 2025Q3: 121,815 shares; 2025Q4: 126,543 shares 126,543 $6.68M 0.84% +4,728 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,787 shares; 2024Q4: 33,208 shares; 2025Q1: 34,578 shares; 2025Q2: 36,179 shares; 2025Q3: 37,847 shares; 2025Q4: 38,801 shares 38,801 $6.64M 0.84% +954 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,182 shares; 2024Q4: 16,960 shares; 2025Q1: 17,373 shares; 2025Q2: 17,492 shares; 2025Q3: 17,882 shares; 2025Q4: 18,630 shares 18,630 $6.53M 0.83% +748 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,644 shares; 2024Q4: 7,631 shares; 2025Q1: 18,822 shares; 2025Q2: 19,178 shares; 2025Q3: 19,015 shares; 2025Q4: 19,268 shares 19,268 $6.48M 0.82% +253 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,027 shares; 2024Q4: 17,725 shares; 2025Q1: 17,646 shares; 2025Q2: 32,970 shares; 2025Q3: 33,506 shares; 2025Q4: 66,326 shares 66,326 $6.25M 0.79% +32,820 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,682 shares; 2024Q4: 21,600 shares; 2025Q1: 23,691 shares; 2025Q2: 23,747 shares; 2025Q3: 24,567 shares; 2025Q4: 23,471 shares 23,471 $6.22M 0.79% -1,096 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,802 shares; 2024Q4: 294,100 shares; 2025Q1: 294,715 shares; 2025Q2: 281,734 shares; 2025Q3: 223,075 shares; 2025Q4: 139,879 shares 139,879 $6.21M 0.78% -83,196 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,393 shares; 2025Q4: 58,425 shares 58,425 $5.77M 0.73% +33,032 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,586 shares; 2025Q3: 67,986 shares; 2025Q4: 72,093 shares 72,093 $5.58M 0.7% +4,107 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,344 shares; 2024Q4: 23,915 shares; 2025Q1: 24,684 shares; 2025Q2: 35,871 shares; 2025Q3: 50,540 shares; 2025Q4: 52,589 shares 52,589 $5.52M 0.7% +2,049 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,751 shares; 2025Q2: 15,341 shares; 2025Q3: 15,599 shares; 2025Q4: 15,857 shares 15,857 $5.46M 0.69% +258 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,370 shares; 2025Q4: 65,425 shares 65,425 $5.46M 0.69% +3,055 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,498 shares; 2025Q3: 93,673 shares; 2025Q4: 109,481 shares 109,481 $5.44M 0.69% +15,808 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 25,278 shares; 2025Q1: 26,920 shares; 2025Q2: 26,961 shares; 2025Q3: 27,231 shares; 2025Q4: 17,682 shares 17,682 $5.37M 0.68% -9,549 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,933 shares; 2024Q4: 35,933 shares; 2025Q1: 38,130 shares; 2025Q2: 38,277 shares; 2025Q3: 57,820 shares; 2025Q4: 65,329 shares 65,329 $5.3M 0.67% +7,509 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: not reported; 2025Q1: 3,934 shares; 2025Q2: 66,208 shares; 2025Q3: 68,988 shares; 2025Q4: 70,501 shares 70,501 $5.18M 0.65% +1,513 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,706 shares; 2025Q3: 69,374 shares; 2025Q4: 70,881 shares 70,881 $5.18M 0.65% +1,507 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 9,869 shares; 2025Q1: 9,829 shares; 2025Q2: 9,890 shares; 2025Q3: 9,556 shares; 2025Q4: 10,210 shares 10,210 $5.13M 0.65% +654 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 15,341 shares; 2025Q1: 21,783 shares; 2025Q2: 22,793 shares; 2025Q3: 21,519 shares; 2025Q4: 14,644 shares 14,644 $5.02M 0.63% -6,875 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,127 shares; 2025Q1: 32,310 shares; 2025Q2: 30,294 shares; 2025Q3: 30,294 shares; 2025Q4: 35,677 shares 35,677 $4.88M 0.62% +5,383 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,012 shares; 2025Q4: 76,619 shares 76,619 $4.74M 0.6% +1,607 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,336 shares; 2025Q3: 6,478 shares; 2025Q4: 48,026 shares 48,026 $4.48M 0.57% +41,548 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,960 shares; 2024Q4: 86,064 shares; 2025Q1: 86,471 shares; 2025Q2: 86,852 shares; 2025Q3: 87,979 shares; 2025Q4: 71,407 shares 71,407 $4.46M 0.56% -16,572 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,227 shares; 2024Q4: 34,968 shares; 2025Q1: 36,146 shares; 2025Q2: 36,335 shares; 2025Q3: 36,638 shares; 2025Q4: 37,465 shares 37,465 $4.35M 0.55% +827 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,392 shares 116,392 $3.76M 0.47% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,514 shares; 2024Q4: 19,112 shares; 2025Q1: 19,612 shares; 2025Q2: 16,919 shares; 2025Q3: 11,411 shares; 2025Q4: 10,833 shares 10,833 $3.73M 0.47% -578 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,401 shares 6,401 $3.6M 0.45% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,557 shares; 2025Q4: 40,904 shares 40,904 $3.53M 0.45% +13,347 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,212 shares; 2024Q4: 29,549 shares; 2025Q1: 30,523 shares; 2025Q2: 30,820 shares; 2025Q3: 31,451 shares; 2025Q4: 31,957 shares 31,957 $3.52M 0.45% +506 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 9,538 shares; 2025Q1: 9,944 shares; 2025Q2: 10,178 shares; 2025Q3: 9,795 shares; 2025Q4: 5,889 shares 5,889 $3.37M 0.43% -3,906 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,444 shares; 2025Q1: 4,450 shares; 2025Q2: 5,111 shares; 2025Q3: 5,032 shares; 2025Q4: 4,878 shares 4,878 $3.34M 0.42% -154 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,032 shares 5,032 $3.33M 0.42% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,830 shares; 2025Q1: 62,700 shares; 2025Q2: 65,600 shares; 2025Q3: 65,191 shares; 2025Q4: 61,479 shares 61,479 $3.32M 0.42% -3,712 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,002 shares; 2024Q4: 191,380 shares; 2025Q1: 227,815 shares; 2025Q2: 229,647 shares; 2025Q3: 228,148 shares; 2025Q4: 300,741 shares 300,741 $3.28M 0.41% +72,593 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 19,950 shares; 2025Q1: 20,477 shares; 2025Q2: 20,436 shares; 2025Q3: 20,611 shares; 2025Q4: 20,129 shares 20,129 $3.27M 0.41% -482 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,191 shares; 2024Q4: 6,191 shares; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,433 shares 6,433 $3.15M 0.4% +243 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,319 shares; 2025Q1: 7,565 shares; 2025Q2: 7,611 shares; 2025Q3: 7,978 shares; 2025Q4: 9,995 shares 9,995 $3.14M 0.4% +2,017 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,434 shares; 2024Q4: 33,996 shares; 2025Q1: 33,412 shares; 2025Q2: 31,083 shares; 2025Q3: 31,015 shares; 2025Q4: 30,475 shares 30,475 $3.12M 0.39% -540 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,168 shares; 2024Q4: 159,975 shares; 2025Q1: 114,543 shares; 2025Q2: 83,753 shares; 2025Q3: 73,158 shares; 2025Q4: 58,984 shares 58,984 $2.98M 0.38% -14,174 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653 shares; 2025Q3: 9,120 shares; 2025Q4: 9,164 shares 9,164 $2.86M 0.36% +44 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,127 shares; 2025Q1: 20,933 shares; 2025Q2: 21,007 shares; 2025Q3: 20,104 shares; 2025Q4: 20,338 shares 20,338 $2.8M 0.35% +234 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,025 shares 18,025 $2.76M 0.35% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,006 shares 4,006 $2.7M 0.34% new Timeline RPT RITHM PPTY TR INC More: the full row for RITHM PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,832 shares 156,832 $2.6M 0.33% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,299 shares 30,299 $2.59M 0.33% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,779 shares; 2025Q3: 16,770 shares; 2025Q4: 17,493 shares 17,493 $2.52M 0.32% +723 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,426 shares; 2025Q1: 5,426 shares; 2025Q2: 21,400 shares; 2025Q3: 21,900 shares; 2025Q4: 16,833 shares 16,833 $2.47M 0.31% -5,067 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,282 shares; 2024Q4: 58,470 shares; 2025Q1: 51,368 shares; 2025Q2: 52,875 shares; 2025Q3: 12,596 shares; 2025Q4: 13,155 shares 13,155 $2.09M 0.26% +559 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,679 shares; 2024Q4: 55,995 shares; 2025Q1: 37,333 shares; 2025Q2: 27,837 shares; 2025Q3: 29,380 shares; 2025Q4: 29,808 shares 29,808 $2.07M 0.26% +428 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,341 shares; 2024Q4: 70,938 shares; 2025Q1: 69,897 shares; 2025Q2: 64,084 shares; 2025Q3: 61,739 shares; 2025Q4: 101,143 shares 101,143 $2.05M 0.26% +39,404 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,339 shares; 2025Q3: 3,867 shares; 2025Q4: 4,178 shares 4,178 $1.98M 0.25% +311 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 5,221 shares; 2025Q1: 5,289 shares; 2025Q2: 5,289 shares; 2025Q3: 5,289 shares; 2025Q4: 5,289 shares 5,289 $1.77M 0.22% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,891 shares; 2024Q4: 12,391 shares; 2025Q1: 12,391 shares; 2025Q2: 12,398 shares; 2025Q3: 12,398 shares; 2025Q4: 15,906 shares 15,906 $1.77M 0.22% +3,508 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 6,055 shares; 2025Q1: 6,849 shares; 2025Q2: 6,282 shares; 2025Q3: 6,195 shares; 2025Q4: 6,008 shares 6,008 $1.68M 0.21% -187 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,910 shares; 2024Q4: 62,740 shares; 2025Q1: 61,662 shares; 2025Q2: 61,671 shares; 2025Q3: 61,679 shares; 2025Q4: 61,278 shares 61,278 $1.65M 0.21% -401 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,284 shares; 2024Q4: 21,210 shares; 2025Q1: 20,708 shares; 2025Q2: 20,708 shares; 2025Q3: 20,708 shares; 2025Q4: 20,708 shares 20,708 $1.59M 0.2% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 6,169 shares; 2025Q1: 5,613 shares; 2025Q2: 3,875 shares; 2025Q3: 3,843 shares; 2025Q4: 5,136 shares 5,136 $1.48M 0.19% +1,293 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 29,570 shares; 2025Q1: 29,570 shares; 2025Q2: 27,882 shares; 2025Q3: 27,882 shares; 2025Q4: 27,600 shares 27,600 $1.4M 0.18% -282 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,266 shares; 2024Q4: 66,174 shares; 2025Q1: 70,663 shares; 2025Q2: 63,833 shares; 2025Q3: 69,906 shares; 2025Q4: 97,878 shares 97,878 $1.33M 0.17% +27,972 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 9,006 shares; 2025Q1: 9,006 shares; 2025Q2: 9,006 shares; 2025Q3: 9,006 shares; 2025Q4: 9,006 shares 9,006 $1.27M 0.16% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: 2,591 shares; 2025Q3: 1,757 shares; 2025Q4: 1,757 shares 1,757 $1.1M 0.14% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 993 shares; 2025Q1: 931 shares; 2025Q2: 1,127 shares; 2025Q3: 1,323 shares; 2025Q4: 1,859 shares 1,859 $1.06M 0.13% +536 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,492 shares; 2024Q4: 29,466 shares; 2025Q1: 21,957 shares; 2025Q2: 24,586 shares; 2025Q3: 24,586 shares; 2025Q4: 24,586 shares 24,586 $1.03M 0.13% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,457 shares 80,457 $1M 0.13% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 2,471 shares; 2025Q1: 2,690 shares; 2025Q2: 2,524 shares; 2025Q3: 2,522 shares; 2025Q4: 2,497 shares 2,497 $990K 0.13% -25 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: not reported; 2025Q1: 2,333 shares; 2025Q2: 2,257 shares; 2025Q3: 2,473 shares; 2025Q4: 3,221 shares 3,221 $954K 0.12% +748 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,518 shares; 2025Q1: 1,454 shares; 2025Q2: 1,610 shares; 2025Q3: 2,420 shares; 2025Q4: 4,547 shares 4,547 $886K 0.11% +2,127 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,416 shares; 2024Q4: 45,202 shares; 2025Q1: 40,741 shares; 2025Q2: 33,792 shares; 2025Q3: not reported; 2025Q4: 45,909 shares 45,909 $862K 0.11% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,398 shares; 2025Q1: 2,525 shares; 2025Q2: 3,130 shares; 2025Q3: 3,468 shares; 2025Q4: 5,195 shares 5,195 $836K 0.11% +1,727 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 502 shares; 2025Q1: 503 shares; 2025Q2: 520 shares; 2025Q3: 387 shares; 2025Q4: 773 shares 773 $831K 0.1% +386 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,186 shares; 2025Q4: 2,327 shares 2,327 $822K 0.1% +1,141 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,488 shares; 2024Q4: 77,339 shares; 2025Q1: 73,460 shares; 2025Q2: 66,373 shares; 2025Q3: 74,081 shares; 2025Q4: 35,532 shares 35,532 $819K 0.1% -38,549 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 679 shares; 2025Q4: 753 shares 753 $806K 0.1% +74 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 5,110 shares; 2025Q1: 6,324 shares; 2025Q2: 5,655 shares; 2025Q3: 5,594 shares; 2025Q4: 6,655 shares 6,655 $801K 0.1% +1,061 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,118 shares; 2025Q2: 1,803 shares; 2025Q3: 2,620 shares; 2025Q4: 3,470 shares 3,470 $793K 0.1% +850 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 706 shares; 2025Q1: 676 shares; 2025Q2: 651 shares; 2025Q3: 647 shares; 2025Q4: 918 shares 918 $792K 0.1% +271 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,164 shares; 2025Q4: 5,965 shares 5,965 $782K 0.1% +801 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,097 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,319 shares; 2025Q3: 9,188 shares; 2025Q4: 14,037 shares 14,037 $772K 0.1% +4,849 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares 3,860 $771K 0.1% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,917 shares 16,917 $762K 0.1% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,594 shares; 2025Q3: 6,166 shares; 2025Q4: 9,895 shares 9,895 $762K 0.1% +3,729 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,856 shares; 2025Q4: 22,705 shares 22,705 $756K 0.1% +849 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,211 shares; 2025Q1: 1,411 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 2,405 shares 2,405 $751K 0.09% +980 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,322 shares 27,322 $748K 0.09% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,860 shares 14,860 $747K 0.09% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,239 shares; 2025Q1: 1,327 shares; 2025Q2: 1,194 shares; 2025Q3: 1,411 shares; 2025Q4: 1,589 shares 1,589 $745K 0.09% +178 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,124 shares; 2025Q1: 4,204 shares; 2025Q2: 4,066 shares; 2025Q3: 987 shares; 2025Q4: 935 shares 935 $722K 0.09% -52 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,235 shares; 2025Q1: 3,121 shares; 2025Q2: 3,142 shares; 2025Q3: 3,024 shares; 2025Q4: 2,104 shares 2,104 $682K 0.09% -920 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,138 shares; 2025Q2: 1,178 shares; 2025Q3: 1,142 shares; 2025Q4: 2,053 shares 2,053 $632K 0.08% +911 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,054 shares; 2025Q3: 5,054 shares; 2025Q4: 5,054 shares 5,054 $623K 0.08% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 1,742 shares 1,742 $616K 0.08% +710 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,894 shares; 2025Q1: 3,894 shares; 2025Q2: 4,019 shares; 2025Q3: 3,853 shares; 2025Q4: 3,962 shares 3,962 $611K 0.08% +109 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,071 shares; 2024Q4: 30,380 shares; 2025Q1: 31,260 shares; 2025Q2: 4,590 shares; 2025Q3: 3,638 shares; 2025Q4: 4,182 shares 4,182 $599K 0.08% +544 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 329 shares; 2025Q1: 335 shares; 2025Q2: 366 shares; 2025Q3: 421 shares; 2025Q4: 3,819 shares 3,819 $585K 0.07% +3,398 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,710 shares; 2025Q2: 6,480 shares; 2025Q3: 6,480 shares; 2025Q4: 6,480 shares 6,480 $584K 0.07% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,538 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares; 2025Q4: 4,551 shares 4,551 $580K 0.07% +13 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,414 shares; 2025Q1: 6,414 shares; 2025Q2: 6,414 shares; 2025Q3: 6,414 shares; 2025Q4: 7,014 shares 7,014 $578K 0.07% +600 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 3,027 shares; 2025Q2: 2,963 shares; 2025Q3: 2,974 shares; 2025Q4: 2,518 shares 2,518 $573K 0.07% -456 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,584 shares; 2025Q1: 3,278 shares; 2025Q2: 2,953 shares; 2025Q3: 2,953 shares; 2025Q4: 3,102 shares 3,102 $569K 0.07% +149 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,235 shares; 2024Q4: 17,642 shares; 2025Q1: 17,642 shares; 2025Q2: 17,642 shares; 2025Q3: 17,642 shares; 2025Q4: 17,642 shares 17,642 $566K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares 864 $565K 0.07% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,628 shares; 2025Q4: 5,069 shares 5,069 $543K 0.07% +2,441 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 1,204 shares 1,204 $541K 0.07% +657 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,767 shares; 2024Q4: 39,767 shares; 2025Q1: 39,767 shares; 2025Q2: 39,767 shares; 2025Q3: 39,767 shares; 2025Q4: 39,767 shares 39,767 $529K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,389 shares; 2025Q1: 3,420 shares; 2025Q2: 3,251 shares; 2025Q3: 2,276 shares; 2025Q4: 3,638 shares 3,638 $522K 0.07% +1,362 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,392 shares 9,392 $521K 0.07% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,902 shares; 2025Q4: 9,737 shares 9,737 $520K 0.07% +4,835 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,257 shares; 2025Q4: 17,747 shares 17,747 $519K 0.07% +7,490 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,701 shares; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,337 shares; 2025Q4: 2,821 shares 2,821 $501K 0.06% +1,484 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,838 shares; 2025Q4: 10,979 shares 10,979 $501K 0.06% +4,141 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: 4,005 shares 4,005 $497K 0.06% +2,338 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 363 shares; 2025Q1: 388 shares; 2025Q2: 415 shares; 2025Q3: 458 shares; 2025Q4: 5,224 shares 5,224 $490K 0.06% +4,766 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,558 shares 14,558 $485K 0.06% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 558 shares; 2025Q1: 540 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares 543 $477K 0.06% 0 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,004 shares 10,004 $460K 0.06% +4 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,817 shares; 2024Q4: 10,817 shares; 2025Q1: 10,817 shares; 2025Q2: 10,817 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares 5,409 $456K 0.06% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,607 shares; 2025Q3: 2,612 shares; 2025Q4: 4,049 shares 4,049 $446K 0.06% +1,437 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,462 shares; 2025Q4: 2,863 shares 2,863 $436K 0.06% +401 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 616 shares; 2025Q3: 593 shares; 2025Q4: 699 shares 699 $435K 0.06% +106 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,827 shares; 2025Q3: 16,605 shares; 2025Q4: 16,005 shares 16,005 $435K 0.05% -600 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,731 shares; 2025Q4: 4,364 shares 4,364 $427K 0.05% +1,633 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 601 shares; 2025Q2: 677 shares; 2025Q3: 659 shares; 2025Q4: 754 shares 754 $427K 0.05% +95 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,665 shares; 2024Q4: 38,279 shares; 2025Q1: 39,589 shares; 2025Q2: 4,227 shares; 2025Q3: 2,402 shares; 2025Q4: 4,042 shares 4,042 $425K 0.05% +1,640 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,188 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 16,188 shares; 2025Q3: 8,094 shares; 2025Q4: 8,094 shares 8,094 $422K 0.05% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,562 shares; 2025Q4: 13,907 shares 13,907 $420K 0.05% +5,345 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,876 shares 18,876 $418K 0.05% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,125 shares; 2025Q4: 5,174 shares 5,174 $414K 0.05% +2,049 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,551 shares; 2025Q4: 10,976 shares 10,976 $411K 0.05% +3,425 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: 2,394 shares 2,394 $410K 0.05% +555 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,116 shares; 2025Q1: 9,601 shares; 2025Q2: 19,202 shares; 2025Q3: 10,884 shares; 2025Q4: 9,688 shares 9,688 $389K 0.05% -1,196 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 1,108 shares; 2025Q1: 9,386 shares; 2025Q2: 9,652 shares; 2025Q3: 9,584 shares; 2025Q4: 1,069 shares 1,069 $374K 0.05% -8,515 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 2,050 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 2,105 shares 2,105 $374K 0.05% +155 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,623 shares; 2025Q3: 14,747 shares; 2025Q4: 21,748 shares 21,748 $369K 0.05% +7,001 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 963 shares; 2025Q1: 934 shares; 2025Q2: 1,007 shares; 2025Q3: 1,232 shares; 2025Q4: 1,153 shares 1,153 $367K 0.05% -79 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 4,958 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,030 shares; 2025Q4: 3,820 shares 3,820 $367K 0.05% -210 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,797 shares; 2025Q1: 9,797 shares; 2025Q2: 9,797 shares; 2025Q3: 5,297 shares; 2025Q4: 7,945 shares 7,945 $365K 0.05% +2,648 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,538 shares; 2025Q4: 2,263 shares 2,263 $363K 0.05% +725 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares 2,649 $360K 0.05% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,949 shares; 2024Q4: 1,125 shares; 2025Q1: 1,200 shares; 2025Q2: 1,176 shares; 2025Q3: 1,166 shares; 2025Q4: 1,097 shares 1,097 $359K 0.05% -69 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $356K 0.05% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,779 shares 2,779 $355K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,808 shares; 2025Q1: 2,470 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 3,790 shares 3,790 $355K 0.04% +1,405 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,032 shares; 2024Q4: 15,766 shares; 2025Q1: 16,119 shares; 2025Q2: 132,298 shares; 2025Q3: 134,229 shares; 2025Q4: 14,202 shares 14,202 $354K 0.04% -120,027 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,129 shares; 2025Q3: not reported; 2025Q4: 1,429 shares 1,429 $346K 0.04% new Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,778 shares 19,778 $344K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 1,372 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,247 shares; 2025Q4: 1,830 shares 1,830 $337K 0.04% +583 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,725 shares 1,725 $334K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 5,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,459 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares 2,753 $331K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,780 shares; 2025Q1: 7,896 shares; 2025Q2: 7,969 shares; 2025Q3: 808 shares; 2025Q4: 683 shares 683 $330K 0.04% -125 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 3,737 shares 3,737 $325K 0.04% +1,263 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,515 shares; 2025Q4: 9,817 shares 9,817 $321K 0.04% +302 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,717 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares 1,708 $321K 0.04% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 187 shares; 2025Q3: 213 shares; 2025Q4: 241 shares 241 $320K 0.04% +28 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,651 shares 19,651 $316K 0.04% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,389 shares 3,389 $310K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares; 2025Q4: 1,906 shares 1,906 $309K 0.04% +125 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,627 shares; 2025Q1: 4,627 shares; 2025Q2: 5,004 shares; 2025Q3: 4,627 shares; 2025Q4: 4,627 shares 4,627 $305K 0.04% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,381 shares 7,381 $304K 0.04% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares 1,842 $299K 0.04% new 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,155 shares; 2025Q4: 6,703 shares 6,703 $297K 0.04% +1,548 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,058 shares; 2025Q1: 1,358 shares; 2025Q2: 1,319 shares; 2025Q3: 1,277 shares; 2025Q4: 1,273 shares 1,273 $294K 0.04% -4 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,819 shares 10,819 $293K 0.04% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,645 shares 1,645 $285K 0.04% +315 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $284K 0.04% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,832 shares; 2025Q4: 9,485 shares 9,485 $284K 0.04% +2,653 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,004 shares 6,004 $281K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 56,949 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 6,032 shares 6,032 $280K 0.04% +2,032 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,026 shares 1,026 $275K 0.03% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 163 shares; 2025Q4: 135 shares 135 $272K 0.03% -28 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: not reported; 2025Q1: 2,357 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,338 shares 2,338 $270K 0.03% +173 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,280 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $266K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,241 shares 1,241 $259K 0.03% new Timeline FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 8,342 shares; 2025Q1: 8,342 shares; 2025Q2: 8,342 shares; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares 4,171 $258K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 868 shares 868 $248K 0.03% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,124 shares 1,124 $247K 0.03% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares 275 $242K 0.03% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares 258 $241K 0.03% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares 4,100 $238K 0.03% 0 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: restricted; 2024Q3: 2,632 shares; 2024Q4: 7,896 shares; 2025Q1: 7,896 shares; 2025Q2: 7,896 shares; 2025Q3: 7,896 shares; 2025Q4: 7,896 shares 7,896 $237K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 23,489 shares; 2025Q1: 16,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares 1,452 $236K 0.03% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares 1,686 $235K 0.03% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,140 shares 6,140 $235K 0.03% +140 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,447 shares 10,447 $233K 0.03% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,876 shares 3,876 $233K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares 3,362 $225K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,664 shares; 2024Q4: 13,664 shares; 2025Q1: 13,664 shares; 2025Q2: 13,664 shares; 2025Q3: 13,664 shares; 2025Q4: 13,664 shares 13,664 $225K 0.03% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,446 shares 3,446 $225K 0.03% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,848 shares 3,848 $225K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 209 shares 209 $224K 0.03% +19 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 594 shares 594 $223K 0.03% +27 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares 967 $222K 0.03% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,661 shares; 2025Q1: 3,161 shares; 2025Q2: 3,140 shares; 2025Q3: 3,217 shares; 2025Q4: 3,135 shares 3,135 $219K 0.03% -82 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 642 shares 642 $216K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 373 shares 373 $216K 0.03% -57 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,047 shares; 2024Q4: 21,047 shares; 2025Q1: 21,047 shares; 2025Q2: 21,047 shares; 2025Q3: 17,526 shares; 2025Q4: 17,526 shares 17,526 $216K 0.03% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,056 shares 1,056 $214K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 507 shares 507 $214K 0.03% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 876 shares 876 $213K 0.03% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,865 shares; 2024Q4: 15,389 shares; 2025Q1: 16,366 shares; 2025Q2: 16,625 shares; 2025Q3: 17,113 shares; 2025Q4: 1,877 shares 1,877 $210K 0.03% -15,236 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,021 shares; 2025Q4: 9,223 shares 9,223 $209K 0.03% -32,798 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,761 shares 10,761 $208K 0.03% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,209 shares 3,209 $206K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,038 shares 2,038 $203K 0.03% new Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,207 shares 9,207 $202K 0.03% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 14,889 shares; 2025Q1: 14,889 shares; 2025Q2: 14,889 shares; 2025Q3: 14,889 shares; 2025Q4: 14,889 shares 14,889 $187K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,895 shares; 2025Q1: 1,533 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $186K 0.02% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,018 shares; 2025Q3: 32,489 shares; 2025Q4: 16,879 shares 16,879 $163K 0.02% -15,610 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares 1,031 $160K 0.02% 0 Timeline FFLS NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,176 shares; 2025Q3: 4,884 shares; 2025Q4: 6,704 shares 6,704 $156K 0.02% +1,820 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares 807 $155K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $151K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $145K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 82 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares 2,584 $142K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 732 shares; 2025Q1: 702 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares 469 $136K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $135K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,772 shares; 2025Q4: 1,916 shares 1,916 $133K 0.02% +144 Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,378 shares; 2025Q3: 4,378 shares; 2025Q4: 4,378 shares 4,378 $132K 0.02% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $97.6K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,785 shares 11,785 $95.1K 0.01% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares 1,768 $67.7K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 866 shares; 2025Q1: 869 shares; 2025Q2: 875 shares; 2025Q3: 879 shares; 2025Q4: 895 shares 895 $65.8K 0.01% +16 Timeline NPWR NET POWER INC More: the full row for NET POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,222 shares 26,222 $59.8K 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares 771 $53.5K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $48.8K 0.01% 0 Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $46K 0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares 1,755 $44.7K 0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,636 shares 16,636 $44.3K 0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464 shares; 2025Q1: 914 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 928 shares 928 $41.5K 0.01% +464 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $40.8K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 153 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $38.7K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares 2,131 $35K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $33.4K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares 1,095 $31.7K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $29.3K <0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 188 shares 188 $27.1K <0.01% +94 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares 226 $27K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 250 shares 250 $21.4K <0.01% -250 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares 373 $20.1K <0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares 131 $18.5K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $14.5K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57 $14.3K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 159 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $12.1K <0.01% 0 Timeline QXO INC QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $11K <0.01% new SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114 shares 114 $8.56K <0.01% new Timeline PRNT ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $7.66K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $7.51K <0.01% 0 WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 6 shares 6 $7.27K <0.01% -4 ELUT ELUTIA INC More: the full row for ELUTIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,045 shares 10,045 $6.96K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 26 shares 26 $3.1K <0.01% +13 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares 46 $2.99K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares 29 $2.25K <0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $1.79K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 32 shares 32 $1.37K <0.01% +16 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $565 <0.01% 0 Timeline