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: 3,053,463 shares; 2024Q4: 3,690,939 shares; 2025Q1: 4,067,044 shares; 2025Q2: 4,140,699 shares; 2025Q3: 4,822,896 shares; 2025Q4: 5,043,151 shares 5,043,151 $750M 9.2% +220,255 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,106,777 shares; 2024Q4: 16,090,152 shares; 2025Q1: 16,373,873 shares; 2025Q2: 15,559,478 shares; 2025Q3: 11,163,173 shares; 2025Q4: 15,939,127 shares 15,939,127 $631M 7.74% +4,775,954 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,145,503 shares; 2024Q4: 16,997,853 shares; 2025Q1: 17,681,788 shares; 2025Q2: 17,632,675 shares; 2025Q3: 15,378,760 shares; 2025Q4: 19,630,402 shares 19,630,402 $457M 5.61% +4,251,642 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516,627 shares; 2024Q4: 3,136,007 shares; 2025Q1: 3,601,353 shares; 2025Q2: 3,807,743 shares; 2025Q3: 4,043,766 shares; 2025Q4: 3,904,993 shares 3,904,993 $367M 4.5% -138,773 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586,109 shares; 2024Q4: 4,820,280 shares; 2025Q1: 4,915,377 shares; 2025Q2: 4,859,841 shares; 2025Q3: 4,375,367 shares; 2025Q4: 5,294,823 shares 5,294,823 $315M 3.87% +919,456 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274,142 shares; 2024Q4: 2,695,603 shares; 2025Q1: 3,062,729 shares; 2025Q2: 3,135,166 shares; 2025Q3: 3,911,429 shares; 2025Q4: 3,573,434 shares 3,573,434 $295M 3.61% -337,995 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166,846 shares; 2024Q4: 5,376,491 shares; 2025Q1: 5,592,080 shares; 2025Q2: 5,568,690 shares; 2025Q3: 4,785,357 shares; 2025Q4: 5,774,671 shares 5,774,671 $288M 3.53% +989,314 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950,987 shares; 2024Q4: 5,141,465 shares; 2025Q1: 6,109,641 shares; 2025Q2: 6,014,223 shares; 2025Q3: 6,015,750 shares; 2025Q4: 7,017,528 shares 7,017,528 $232M 2.85% +1,001,778 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468,171 shares; 2024Q4: 4,556,275 shares; 2025Q1: 4,654,595 shares; 2025Q2: 4,538,175 shares; 2025Q3: 3,778,650 shares; 2025Q4: 4,636,422 shares 4,636,422 $216M 2.65% +857,772 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,420 shares; 2024Q4: 1,155,398 shares; 2025Q1: 1,482,024 shares; 2025Q2: 1,931,863 shares; 2025Q3: 2,241,212 shares; 2025Q4: 2,009,379 shares 2,009,379 $205M 2.51% -231,833 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335,882 shares; 2024Q4: 1,714,150 shares; 2025Q1: 1,960,818 shares; 2025Q2: 2,023,380 shares; 2025Q3: 1,958,115 shares; 2025Q4: 2,331,722 shares 2,331,722 $173M 2.12% +373,607 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: 292,072 shares; 2024Q4: 321,790 shares; 2025Q1: 426,374 shares; 2025Q2: 600,329 shares; 2025Q3: 657,016 shares; 2025Q4: 501,579 shares 501,579 $168M 2.06% -155,437 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: 366,516 shares; 2024Q4: 372,938 shares; 2025Q1: 444,776 shares; 2025Q2: 424,084 shares; 2025Q3: 490,027 shares; 2025Q4: 502,446 shares 502,446 $137M 1.68% +12,419 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: 2,905,980 shares; 2024Q4: 3,840,874 shares; 2025Q1: 3,987,815 shares; 2025Q2: 3,679,168 shares; 2025Q3: 3,046,252 shares; 2025Q4: 3,442,846 shares 3,442,846 $113M 1.38% +396,594 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728,583 shares; 2024Q4: 4,755,119 shares; 2025Q1: 5,429,371 shares; 2025Q2: 5,481,515 shares; 2025Q3: 6,429,313 shares; 2025Q4: 1,822,246 shares 1,822,246 $109M 1.34% -4,607,067 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361,633 shares; 2024Q4: 1,703,733 shares; 2025Q1: 2,074,375 shares; 2025Q2: 2,269,910 shares; 2025Q3: 2,493,329 shares; 2025Q4: 2,791,435 shares 2,791,435 $106M 1.3% +298,106 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646,285 shares; 2024Q4: 2,231,410 shares; 2025Q1: 2,331,774 shares; 2025Q2: 2,520,459 shares; 2025Q3: 2,268,424 shares; 2025Q4: 2,624,226 shares 2,624,226 $99.7M 1.22% +355,802 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: 288,482 shares; 2024Q4: 316,713 shares; 2025Q1: 359,448 shares; 2025Q2: 357,385 shares; 2025Q3: 392,627 shares; 2025Q4: 468,822 shares 468,822 $87.4M 1.07% +76,195 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254,774 shares; 2024Q4: 1,644,071 shares; 2025Q1: 2,034,946 shares; 2025Q2: 2,224,139 shares; 2025Q3: 2,383,549 shares; 2025Q4: 2,689,539 shares 2,689,539 $85.2M 1.04% +305,990 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,867 shares; 2024Q4: 738,330 shares; 2025Q1: 949,142 shares; 2025Q2: 2,074,570 shares; 2025Q3: 2,580,178 shares; 2025Q4: 1,614,046 shares 1,614,046 $75.5M 0.93% -966,132 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: 93,167 shares; 2024Q4: 131,683 shares; 2025Q1: 134,207 shares; 2025Q2: 159,973 shares; 2025Q3: 229,780 shares; 2025Q4: 154,516 shares 154,516 $74.7M 0.92% -75,264 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,973 shares; 2024Q4: 972,531 shares; 2025Q1: 1,253,902 shares; 2025Q2: 1,947,191 shares; 2025Q3: 2,335,916 shares; 2025Q4: 1,783,798 shares 1,783,798 $68M 0.83% -552,118 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,963 shares; 2024Q4: 719,160 shares; 2025Q1: 980,782 shares; 2025Q2: 1,658,961 shares; 2025Q3: 1,524,023 shares; 2025Q4: 1,930,943 shares 1,930,943 $63.5M 0.78% +406,920 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,875 shares; 2024Q4: 778,567 shares; 2025Q1: 808,339 shares; 2025Q2: 813,620 shares; 2025Q3: 1,018,708 shares; 2025Q4: 938,688 shares 938,688 $63.1M 0.77% -80,020 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: 598,728 shares; 2024Q4: 718,615 shares; 2025Q1: 789,762 shares; 2025Q2: 783,227 shares; 2025Q3: 851,692 shares; 2025Q4: 839,534 shares 839,534 $58.5M 0.72% -12,158 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023,289 shares; 2024Q4: 2,978,368 shares; 2025Q1: 3,483,685 shares; 2025Q2: 3,896,787 shares; 2025Q3: 5,061,981 shares; 2025Q4: 1,146,111 shares 1,146,111 $55M 0.67% -3,915,870 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130,215 shares; 2024Q4: 2,676,073 shares; 2025Q1: 3,207,195 shares; 2025Q2: 3,115,238 shares; 2025Q3: 3,743,743 shares; 2025Q4: 1,101,118 shares 1,101,118 $54.5M 0.67% -2,642,625 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,911 shares; 2024Q4: 1,765,494 shares; 2025Q1: 1,689,445 shares; 2025Q2: 1,448,022 shares; 2025Q3: 1,480,156 shares; 2025Q4: 1,557,983 shares 1,557,983 $50.8M 0.62% +77,827 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,758 shares; 2024Q4: 1,976,668 shares; 2025Q1: 1,928,744 shares; 2025Q2: 1,732,941 shares; 2025Q3: 1,779,169 shares; 2025Q4: 1,646,493 shares 1,646,493 $48.8M 0.6% -132,676 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,006 shares; 2024Q4: 631,705 shares; 2025Q1: 644,247 shares; 2025Q2: 625,327 shares; 2025Q3: 659,372 shares; 2025Q4: 701,166 shares 701,166 $43.8M 0.54% +41,794 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,652 shares; 2024Q4: 129,055 shares; 2025Q1: 151,804 shares; 2025Q2: 140,831 shares; 2025Q3: 183,693 shares; 2025Q4: 179,760 shares 179,760 $41.5M 0.51% -3,933 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,274 shares; 2024Q4: 1,460,444 shares; 2025Q1: 1,458,345 shares; 2025Q2: 1,280,742 shares; 2025Q3: 1,329,461 shares; 2025Q4: 1,307,883 shares 1,307,883 $35.9M 0.44% -21,578 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: 25,968 shares; 2024Q4: 28,500 shares; 2025Q1: 32,873 shares; 2025Q2: 46,072 shares; 2025Q3: 85,854 shares; 2025Q4: 57,021 shares 57,021 $35.8M 0.44% -28,833 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,469 shares; 2024Q4: 104,529 shares; 2025Q1: 112,946 shares; 2025Q2: 111,969 shares; 2025Q3: 198,980 shares; 2025Q4: 99,810 shares 99,810 $35.6M 0.44% -99,170 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,941 shares; 2024Q4: 364,767 shares; 2025Q1: 386,638 shares; 2025Q2: 472,232 shares; 2025Q3: 261,608 shares; 2025Q4: 460,255 shares 460,255 $35.4M 0.43% +198,647 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,791 shares; 2024Q4: 271,875 shares; 2025Q1: 311,309 shares; 2025Q2: 309,020 shares; 2025Q3: 203,779 shares; 2025Q4: 306,043 shares 306,043 $34.2M 0.42% +102,264 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,550 shares; 2024Q4: 743,986 shares; 2025Q1: 847,754 shares; 2025Q2: 901,389 shares; 2025Q3: 674,889 shares; 2025Q4: 981,778 shares 981,778 $33.8M 0.41% +306,889 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,618 shares; 2024Q4: 605,365 shares; 2025Q1: 715,493 shares; 2025Q2: 963,671 shares; 2025Q3: 1,013,879 shares; 2025Q4: 1,031,607 shares 1,031,607 $33.6M 0.41% +17,728 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: 235,019 shares; 2024Q4: 90,798 shares; 2025Q1: 116,426 shares; 2025Q2: 110,385 shares; 2025Q3: 136,072 shares; 2025Q4: 291,146 shares 291,146 $32.4M 0.4% +155,074 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,826 shares; 2024Q4: 373,553 shares; 2025Q1: 369,043 shares; 2025Q2: 376,207 shares; 2025Q3: 295,599 shares; 2025Q4: 407,562 shares 407,562 $29.1M 0.36% +111,963 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: 37,494 shares; 2024Q4: 50,284 shares; 2025Q1: 88,019 shares; 2025Q2: 79,372 shares; 2025Q3: 139,395 shares; 2025Q4: 91,654 shares 91,654 $28.8M 0.35% -47,741 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,427 shares; 2024Q4: 133,476 shares; 2025Q1: 140,545 shares; 2025Q2: 139,592 shares; 2025Q3: 130,556 shares; 2025Q4: 133,619 shares 133,619 $28.3M 0.35% +3,063 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: 27,226 shares; 2024Q4: 28,113 shares; 2025Q1: 29,762 shares; 2025Q2: 29,906 shares; 2025Q3: 35,638 shares; 2025Q4: 41,306 shares 41,306 $28.3M 0.35% +5,668 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: 45,515 shares; 2024Q4: 47,181 shares; 2025Q1: 49,706 shares; 2025Q2: 46,232 shares; 2025Q3: 52,147 shares; 2025Q4: 54,232 shares 54,232 $27.3M 0.33% +2,085 Timeline SPTM 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: 40,949 shares; 2024Q4: 57,081 shares; 2025Q1: 55,022 shares; 2025Q2: 305,037 shares; 2025Q3: 213,251 shares; 2025Q4: 317,613 shares 317,613 $26.2M 0.32% +104,362 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,058 shares; 2024Q4: 153,002 shares; 2025Q1: 258,907 shares; 2025Q2: 830,925 shares; 2025Q3: 1,495,138 shares; 2025Q4: 332,703 shares 332,703 $25.2M 0.31% -1,162,435 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: 45,688 shares; 2024Q4: 63,888 shares; 2025Q1: 69,198 shares; 2025Q2: 56,686 shares; 2025Q3: 99,000 shares; 2025Q4: 80,085 shares 80,085 $25.1M 0.31% -18,915 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,739 shares; 2024Q4: 1,052,148 shares; 2025Q1: 1,026,111 shares; 2025Q2: 977,862 shares; 2025Q3: 1,086,924 shares; 2025Q4: 1,007,458 shares 1,007,458 $24.2M 0.3% -79,466 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,229 shares; 2024Q4: 70,397 shares; 2025Q1: 69,434 shares; 2025Q2: 68,415 shares; 2025Q3: 69,948 shares; 2025Q4: 67,842 shares 67,842 $23.8M 0.29% -2,106 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: 23,336 shares; 2024Q4: 28,980 shares; 2025Q1: 33,373 shares; 2025Q2: 36,826 shares; 2025Q3: 46,893 shares; 2025Q4: 51,639 shares 51,639 $23.2M 0.28% +4,746 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,277 shares; 2024Q4: 224,893 shares; 2025Q1: 258,530 shares; 2025Q2: 265,840 shares; 2025Q3: 130,848 shares; 2025Q4: 277,783 shares 277,783 $22.9M 0.28% +146,935 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: 49,410 shares; 2024Q4: 66,209 shares; 2025Q1: 74,569 shares; 2025Q2: 65,923 shares; 2025Q3: 75,332 shares; 2025Q4: 69,267 shares 69,267 $22.3M 0.27% -6,065 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: 15,980 shares; 2024Q4: 12,476 shares; 2025Q1: 18,731 shares; 2025Q2: 22,093 shares; 2025Q3: 34,666 shares; 2025Q4: 31,926 shares 31,926 $21.8M 0.27% -2,740 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: 16,099 shares; 2024Q4: 27,677 shares; 2025Q1: 29,915 shares; 2025Q2: 26,708 shares; 2025Q3: 37,004 shares; 2025Q4: 32,460 shares 32,460 $21.4M 0.26% -4,544 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: 68,472 shares; 2024Q4: 66,228 shares; 2025Q1: 75,486 shares; 2025Q2: 74,234 shares; 2025Q3: 111,121 shares; 2025Q4: 83,002 shares 83,002 $21.4M 0.26% -28,119 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: 10,839 shares; 2024Q4: 26,558 shares; 2025Q1: 28,119 shares; 2025Q2: 22,540 shares; 2025Q3: 26,270 shares; 2025Q4: 45,134 shares 45,134 $21.4M 0.26% +18,864 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: 13,872 shares; 2024Q4: 26,439 shares; 2025Q1: 29,211 shares; 2025Q2: 29,149 shares; 2025Q3: 40,591 shares; 2025Q4: 34,152 shares 34,152 $21M 0.26% -6,439 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,547 shares; 2024Q4: 553,233 shares; 2025Q1: 617,138 shares; 2025Q2: 575,639 shares; 2025Q3: 717,783 shares; 2025Q4: 263,298 shares 263,298 $20.8M 0.25% -454,485 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: 12,849 shares; 2024Q4: 65,252 shares; 2025Q1: 71,110 shares; 2025Q2: 50,961 shares; 2025Q3: 83,233 shares; 2025Q4: 59,207 shares 59,207 $20.5M 0.25% -24,026 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,681 shares; 2024Q4: 189,453 shares; 2025Q1: 246,858 shares; 2025Q2: 241,641 shares; 2025Q3: 351,187 shares; 2025Q4: 271,210 shares 271,210 $20.5M 0.25% -79,977 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: 34,485 shares; 2024Q4: 37,397 shares; 2025Q1: 40,093 shares; 2025Q2: 40,125 shares; 2025Q3: 37,526 shares; 2025Q4: 40,581 shares 40,581 $19.8M 0.24% +3,055 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: 108,219 shares; 2024Q4: 125,546 shares; 2025Q1: 127,234 shares; 2025Q2: 124,048 shares; 2025Q3: 143,143 shares; 2025Q4: 163,245 shares 163,245 $19.6M 0.24% +20,102 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: 90,995 shares; 2024Q4: 83,387 shares; 2025Q1: 100,784 shares; 2025Q2: 96,736 shares; 2025Q3: 113,570 shares; 2025Q4: 101,548 shares 101,548 $19.4M 0.24% -12,022 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,371 shares; 2024Q4: 106,063 shares; 2025Q1: 87,946 shares; 2025Q2: 78,122 shares; 2025Q3: 19,445 shares; 2025Q4: 239,228 shares 239,228 $19.2M 0.24% +219,783 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: 206,656 shares; 2024Q4: 334,838 shares; 2025Q1: 347,260 shares; 2025Q2: 414,046 shares; 2025Q3: 479,751 shares; 2025Q4: 335,932 shares 335,932 $18.1M 0.22% -143,819 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: 13,879 shares; 2024Q4: 12,135 shares; 2025Q1: 15,502 shares; 2025Q2: 13,962 shares; 2025Q3: 13,410 shares; 2025Q4: 16,238 shares 16,238 $17.5M 0.21% +2,828 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,285 shares; 2024Q4: 353,259 shares; 2025Q1: 390,419 shares; 2025Q2: 372,538 shares; 2025Q3: 459,267 shares; 2025Q4: 398,715 shares 398,715 $17.3M 0.21% -60,552 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: 40,583 shares; 2024Q4: 69,558 shares; 2025Q1: 71,678 shares; 2025Q2: 70,394 shares; 2025Q3: 59,787 shares; 2025Q4: 73,101 shares 73,101 $16.1M 0.2% +13,314 Timeline CWI 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: 221,764 shares; 2024Q4: 410,028 shares; 2025Q1: 409,812 shares; 2025Q2: 425,027 shares; 2025Q3: 417,209 shares; 2025Q4: 438,792 shares 438,792 $15.8M 0.19% +21,583 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: 32,333 shares; 2024Q4: 81,576 shares; 2025Q1: 85,595 shares; 2025Q2: 80,861 shares; 2025Q3: 101,591 shares; 2025Q4: 105,180 shares 105,180 $15.1M 0.19% +3,589 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: 6,174 shares; 2024Q4: 8,966 shares; 2025Q1: 18,118 shares; 2025Q2: 44,606 shares; 2025Q3: 44,112 shares; 2025Q4: 69,858 shares 69,858 $13.9M 0.17% +25,746 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: 22,537 shares; 2024Q4: 26,142 shares; 2025Q1: 30,533 shares; 2025Q2: 33,684 shares; 2025Q3: 47,292 shares; 2025Q4: 76,782 shares 76,782 $13.6M 0.17% +29,490 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,859 shares; 2025Q1: 353,773 shares; 2025Q2: 347,791 shares; 2025Q3: 353,581 shares; 2025Q4: 353,540 shares 353,540 $13.6M 0.17% -41 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,793 shares; 2024Q4: 160,996 shares; 2025Q1: 174,496 shares; 2025Q2: 433,163 shares; 2025Q3: 726,967 shares; 2025Q4: 184,037 shares 184,037 $13.1M 0.16% -542,930 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: 37,582 shares; 2024Q4: 33,204 shares; 2025Q1: 40,511 shares; 2025Q2: 45,181 shares; 2025Q3: 55,102 shares; 2025Q4: 62,134 shares 62,134 $12.9M 0.16% +7,032 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 1,066 shares; 2025Q3: 83,731 shares; 2025Q4: 40,813 shares 40,813 $12.3M 0.15% -42,918 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,484 shares; 2024Q4: 225,125 shares; 2025Q1: 249,359 shares; 2025Q2: 273,069 shares; 2025Q3: 211,555 shares; 2025Q4: 275,440 shares 275,440 $12.2M 0.15% +63,885 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: 31,773 shares; 2024Q4: 45,756 shares; 2025Q1: 52,728 shares; 2025Q2: 48,914 shares; 2025Q3: 63,800 shares; 2025Q4: 61,532 shares 61,532 $12M 0.15% -2,268 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: 33,925 shares; 2024Q4: 37,396 shares; 2025Q1: 34,272 shares; 2025Q2: 35,234 shares; 2025Q3: 36,230 shares; 2025Q4: 50,223 shares 50,223 $11.5M 0.14% +13,993 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: 38,280 shares; 2024Q4: 44,894 shares; 2025Q1: 57,510 shares; 2025Q2: 75,774 shares; 2025Q3: 104,148 shares; 2025Q4: 107,183 shares 107,183 $11.3M 0.14% +3,035 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: 23,612 shares; 2024Q4: 33,568 shares; 2025Q1: 36,355 shares; 2025Q2: 33,967 shares; 2025Q3: 30,994 shares; 2025Q4: 31,781 shares 31,781 $11.1M 0.14% +787 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,185 shares; 2024Q4: 38,738 shares; 2025Q1: 189,346 shares; 2025Q2: 204,617 shares; 2025Q3: 405,736 shares; 2025Q4: 235,939 shares 235,939 $10.9M 0.13% -169,797 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,486 shares; 2024Q4: 52,746 shares; 2025Q1: 55,053 shares; 2025Q2: 53,975 shares; 2025Q3: 26,720 shares; 2025Q4: 59,585 shares 59,585 $10.8M 0.13% +32,865 Timeline IVLU 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: 253,467 shares; 2024Q4: 282,328 shares; 2025Q1: 302,952 shares; 2025Q2: 284,373 shares; 2025Q3: 223,478 shares; 2025Q4: 282,098 shares 282,098 $10.7M 0.13% +58,620 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: 42,990 shares; 2024Q4: 53,632 shares; 2025Q1: 57,048 shares; 2025Q2: 56,575 shares; 2025Q3: 69,742 shares; 2025Q4: 69,339 shares 69,339 $10.6M 0.13% -403 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,482 shares; 2024Q4: 165,079 shares; 2025Q1: 283,874 shares; 2025Q2: 288,803 shares; 2025Q3: 392,231 shares; 2025Q4: 247,002 shares 247,002 $10.5M 0.13% -145,229 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: 31,498 shares; 2024Q4: 22,923 shares; 2025Q1: 29,353 shares; 2025Q2: 31,747 shares; 2025Q3: 31,259 shares; 2025Q4: 49,094 shares 49,094 $10.2M 0.13% +17,835 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: 10,242 shares; 2024Q4: 15,613 shares; 2025Q1: 20,892 shares; 2025Q2: 25,617 shares; 2025Q3: 33,496 shares; 2025Q4: 31,252 shares 31,252 $9.63M 0.12% -2,244 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 30,692 shares; 2025Q1: 32,683 shares; 2025Q2: 34,421 shares; 2025Q3: 30,374 shares; 2025Q4: 31,654 shares 31,654 $9.56M 0.12% +1,280 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: 37,711 shares; 2024Q4: 26,775 shares; 2025Q1: 34,038 shares; 2025Q2: 60,241 shares; 2025Q3: 64,576 shares; 2025Q4: 49,793 shares 49,793 $9.54M 0.12% -14,783 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,142 shares; 2024Q4: 22,887 shares; 2025Q1: 33,168 shares; 2025Q2: 35,916 shares; 2025Q3: 54,403 shares; 2025Q4: 65,550 shares 65,550 $9.41M 0.12% +11,147 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: 19,839 shares; 2024Q4: 29,607 shares; 2025Q1: 29,318 shares; 2025Q2: 29,467 shares; 2025Q3: 31,514 shares; 2025Q4: 31,702 shares 31,702 $9.39M 0.12% +188 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,713 shares; 2024Q4: 90,185 shares; 2025Q1: 156,258 shares; 2025Q2: 191,533 shares; 2025Q3: 292,632 shares; 2025Q4: 125,238 shares 125,238 $9.28M 0.11% -167,394 Timeline SLYV 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: 99,754 shares; 2024Q4: 114,047 shares; 2025Q1: 105,923 shares; 2025Q2: 101,732 shares; 2025Q3: 33,463 shares; 2025Q4: 98,476 shares 98,476 $8.96M 0.11% +65,013 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: 23,117 shares; 2024Q4: 26,600 shares; 2025Q1: 26,063 shares; 2025Q2: 56,327 shares; 2025Q3: 48,984 shares; 2025Q4: 65,310 shares 65,310 $8.93M 0.11% +16,326 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 89,055 shares; 2025Q1: 100,852 shares; 2025Q2: 123,199 shares; 2025Q3: 22,648 shares; 2025Q4: 149,255 shares 149,255 $8.77M 0.11% +126,607 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: 12,815 shares; 2024Q4: 20,812 shares; 2025Q1: 23,590 shares; 2025Q2: 22,106 shares; 2025Q3: 27,445 shares; 2025Q4: 24,822 shares 24,822 $8.54M 0.1% -2,623 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: 10,141 shares; 2024Q4: 11,176 shares; 2025Q1: 12,085 shares; 2025Q2: 13,199 shares; 2025Q3: 8,859 shares; 2025Q4: 14,954 shares 14,954 $8.54M 0.1% +6,095 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: 10,562 shares; 2024Q4: 10,402 shares; 2025Q1: 11,836 shares; 2025Q2: 12,429 shares; 2025Q3: 12,628 shares; 2025Q4: 17,530 shares 17,530 $8.48M 0.1% +4,902 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,914 shares; 2024Q4: 49,696 shares; 2025Q1: 61,977 shares; 2025Q2: 126,355 shares; 2025Q3: 100,473 shares; 2025Q4: 181,985 shares 181,985 $8.27M 0.1% +81,512 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 16,046 shares; 2025Q1: 19,488 shares; 2025Q2: 19,477 shares; 2025Q3: 22,711 shares; 2025Q4: 19,292 shares 19,292 $7.96M 0.1% -3,419 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 8,877 shares; 2025Q1: 14,700 shares; 2025Q2: 13,240 shares; 2025Q3: 24,440 shares; 2025Q4: 12,922 shares 12,922 $7.8M 0.1% -11,518 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: 88,082 shares; 2024Q4: 81,318 shares; 2025Q1: 83,912 shares; 2025Q2: 160,398 shares; 2025Q3: 237,196 shares; 2025Q4: 101,252 shares 101,252 $7.45M 0.09% -135,944 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: 92,790 shares; 2024Q4: 122,234 shares; 2025Q1: 136,846 shares; 2025Q2: 117,589 shares; 2025Q3: 161,141 shares; 2025Q4: 134,691 shares 134,691 $7.41M 0.09% -26,450 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: 28,571 shares; 2024Q4: 31,803 shares; 2025Q1: 27,465 shares; 2025Q2: 40,423 shares; 2025Q3: 42,412 shares; 2025Q4: 59,028 shares 59,028 $7.28M 0.09% +16,616 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: 44,413 shares; 2024Q4: 27,054 shares; 2025Q1: 29,218 shares; 2025Q2: 31,097 shares; 2025Q3: 71,437 shares; 2025Q4: 134,307 shares 134,307 $7.24M 0.09% +62,870 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,931 shares; 2024Q4: 52,448 shares; 2025Q1: 47,028 shares; 2025Q2: 95,156 shares; 2025Q3: 248,225 shares; 2025Q4: 210,932 shares 210,932 $7.22M 0.09% -37,293 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,479 shares; 2024Q4: 80,023 shares; 2025Q1: 84,114 shares; 2025Q2: 93,744 shares; 2025Q3: 122,901 shares; 2025Q4: 92,206 shares 92,206 $7.15M 0.09% -30,695 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 52,402 shares; 2025Q1: 51,506 shares; 2025Q2: 49,956 shares; 2025Q3: 53,817 shares; 2025Q4: 51,584 shares 51,584 $7.06M 0.09% -2,233 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: 29,379 shares; 2024Q4: 37,498 shares; 2025Q1: 39,050 shares; 2025Q2: 45,129 shares; 2025Q3: 59,387 shares; 2025Q4: 49,048 shares 49,048 $7.03M 0.09% -10,339 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: 14,558 shares; 2024Q4: 4,353 shares; 2025Q1: 14,697 shares; 2025Q2: 15,718 shares; 2025Q3: 28,236 shares; 2025Q4: 20,565 shares 20,565 $6.92M 0.08% -7,671 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: 62,587 shares; 2024Q4: 81,985 shares; 2025Q1: 85,934 shares; 2025Q2: 83,527 shares; 2025Q3: 58,170 shares; 2025Q4: 80,578 shares 80,578 $6.82M 0.08% +22,408 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: 64,170 shares; 2024Q4: 70,536 shares; 2025Q1: 78,604 shares; 2025Q2: 70,669 shares; 2025Q3: 118,657 shares; 2025Q4: 102,488 shares 102,488 $6.76M 0.08% -16,169 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,302 shares; 2025Q1: 13,565 shares; 2025Q2: 17,363 shares; 2025Q3: 161,877 shares; 2025Q4: 132,438 shares 132,438 $6.73M 0.08% -29,439 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: 8,079 shares; 2024Q4: 11,623 shares; 2025Q1: 13,036 shares; 2025Q2: 9,658 shares; 2025Q3: 15,809 shares; 2025Q4: 11,676 shares 11,676 $6.69M 0.08% -4,133 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,756 shares; 2024Q4: 122,353 shares; 2025Q1: 124,453 shares; 2025Q2: 123,397 shares; 2025Q3: 121,641 shares; 2025Q4: 117,471 shares 117,471 $6.67M 0.08% -4,170 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: 19,124 shares; 2024Q4: 20,470 shares; 2025Q1: 23,547 shares; 2025Q2: 24,043 shares; 2025Q3: 24,153 shares; 2025Q4: 27,014 shares 27,014 $6.65M 0.08% +2,861 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,464 shares; 2024Q4: 86,863 shares; 2025Q1: 199,825 shares; 2025Q2: 207,166 shares; 2025Q3: 390,210 shares; 2025Q4: 198,931 shares 198,931 $6.27M 0.08% -191,279 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 63,401 shares; 2025Q1: 66,033 shares; 2025Q2: 67,134 shares; 2025Q3: 47,611 shares; 2025Q4: 69,449 shares 69,449 $6.21M 0.08% +21,838 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,691 shares; 2024Q4: 52,070 shares; 2025Q1: 70,796 shares; 2025Q2: 113,425 shares; 2025Q3: 172,480 shares; 2025Q4: 165,868 shares 165,868 $6.12M 0.08% -6,612 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,634 shares; 2024Q4: 88,063 shares; 2025Q1: 112,952 shares; 2025Q2: 114,583 shares; 2025Q3: 127,589 shares; 2025Q4: 111,785 shares 111,785 $6.12M 0.08% -15,804 Timeline DFIS 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: 99,768 shares; 2024Q4: 108,644 shares; 2025Q1: 141,280 shares; 2025Q2: 139,914 shares; 2025Q3: 156,804 shares; 2025Q4: 185,532 shares 185,532 $6.11M 0.07% +28,728 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: 30,651 shares; 2024Q4: 22,913 shares; 2025Q1: 24,831 shares; 2025Q2: 19,826 shares; 2025Q3: 18,482 shares; 2025Q4: 19,170 shares 19,170 $6.11M 0.07% +688 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: 7,037 shares; 2024Q4: 7,922 shares; 2025Q1: 4,346 shares; 2025Q2: 8,681 shares; 2025Q3: 17,983 shares; 2025Q4: 20,935 shares 20,935 $5.98M 0.07% +2,952 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,791 shares; 2024Q4: 42,815 shares; 2025Q1: 48,218 shares; 2025Q2: 49,820 shares; 2025Q3: 55,272 shares; 2025Q4: 52,375 shares 52,375 $5.96M 0.07% -2,897 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,918 shares; 2024Q4: 115,457 shares; 2025Q1: 139,588 shares; 2025Q2: 141,743 shares; 2025Q3: 185,020 shares; 2025Q4: 76,452 shares 76,452 $5.95M 0.07% -108,568 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: 9,156 shares; 2024Q4: 13,124 shares; 2025Q1: 12,980 shares; 2025Q2: 15,807 shares; 2025Q3: 20,464 shares; 2025Q4: 19,574 shares 19,574 $5.95M 0.07% -890 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: 22,069 shares; 2024Q4: 28,003 shares; 2025Q1: 29,964 shares; 2025Q2: 24,172 shares; 2025Q3: 46,981 shares; 2025Q4: 49,414 shares 49,414 $5.94M 0.07% +2,433 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 39,730 shares; 2025Q1: 39,843 shares; 2025Q2: 39,187 shares; 2025Q3: 42,403 shares; 2025Q4: 41,812 shares 41,812 $5.9M 0.07% -591 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,638 shares; 2024Q4: 30,495 shares; 2025Q1: 56,918 shares; 2025Q2: 62,968 shares; 2025Q3: 118,762 shares; 2025Q4: 65,015 shares 65,015 $5.81M 0.07% -53,747 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,821 shares; 2024Q4: 27,292 shares; 2025Q1: 51,618 shares; 2025Q2: 61,171 shares; 2025Q3: 164,377 shares; 2025Q4: 95,707 shares 95,707 $5.76M 0.07% -68,670 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,418 shares; 2024Q4: 81,708 shares; 2025Q1: 103,100 shares; 2025Q2: 104,102 shares; 2025Q3: 157,898 shares; 2025Q4: 131,428 shares 131,428 $5.63M 0.07% -26,470 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: 52,843 shares; 2024Q4: 68,904 shares; 2025Q1: 82,737 shares; 2025Q2: 70,953 shares; 2025Q3: 84,230 shares; 2025Q4: 72,618 shares 72,618 $5.59M 0.07% -11,612 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: 2,459 shares; 2024Q4: 3,313 shares; 2025Q1: 5,911 shares; 2025Q2: 6,988 shares; 2025Q3: 8,778 shares; 2025Q4: 8,513 shares 8,513 $5.56M 0.07% -265 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 12,536 shares; 2025Q1: 28,241 shares; 2025Q2: 23,580 shares; 2025Q3: 15,653 shares; 2025Q4: 25,890 shares 25,890 $5.54M 0.07% +10,237 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,777 shares; 2024Q4: 161,122 shares; 2025Q1: 174,906 shares; 2025Q2: 191,773 shares; 2025Q3: 245,018 shares; 2025Q4: 62,299 shares 62,299 $5.51M 0.07% -182,719 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: 12,758 shares; 2024Q4: 17,569 shares; 2025Q1: 26,483 shares; 2025Q2: 9,026 shares; 2025Q3: 33,428 shares; 2025Q4: 29,957 shares 29,957 $5.49M 0.07% -3,471 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,073 shares; 2025Q1: 99,580 shares; 2025Q2: 249,449 shares; 2025Q3: 415,994 shares; 2025Q4: 93,081 shares 93,081 $5.43M 0.07% -322,913 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: 1,534 shares; 2024Q4: 4,833 shares; 2025Q1: 6,998 shares; 2025Q2: 4,466 shares; 2025Q3: 15,805 shares; 2025Q4: 17,173 shares 17,173 $5.36M 0.07% +1,368 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: 23,426 shares; 2024Q4: 25,327 shares; 2025Q1: 28,972 shares; 2025Q2: 30,279 shares; 2025Q3: 36,904 shares; 2025Q4: 33,152 shares 33,152 $5.32M 0.07% -3,752 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 67,443 shares; 2025Q1: 69,628 shares; 2025Q2: 69,818 shares; 2025Q3: 76,877 shares; 2025Q4: 103,001 shares 103,001 $5.31M 0.07% +26,124 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: 3,365 shares; 2024Q4: 4,480 shares; 2025Q1: 22,588 shares; 2025Q2: 23,067 shares; 2025Q3: 72,737 shares; 2025Q4: 128,349 shares 128,349 $5.28M 0.06% +55,612 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 10,893 shares; 2025Q1: 19,423 shares; 2025Q2: 19,808 shares; 2025Q3: 23,015 shares; 2025Q4: 35,404 shares 35,404 $5.27M 0.06% +12,389 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,036 shares; 2024Q4: 131,335 shares; 2025Q1: 132,714 shares; 2025Q2: 158,616 shares; 2025Q3: 184,841 shares; 2025Q4: 211,219 shares 211,219 $5.25M 0.06% +26,378 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: 3,080 shares; 2024Q4: 4,811 shares; 2025Q1: 5,249 shares; 2025Q2: 4,467 shares; 2025Q3: 4,973 shares; 2025Q4: 55,345 shares 55,345 $5.19M 0.06% +50,372 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: 4,208 shares; 2025Q1: 19,095 shares; 2025Q2: 23,734 shares; 2025Q3: 29,205 shares; 2025Q4: 39,204 shares 39,204 $5.14M 0.06% +9,999 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,436 shares; 2024Q4: 173,827 shares; 2025Q1: 197,812 shares; 2025Q2: 216,044 shares; 2025Q3: 170,873 shares; 2025Q4: 195,006 shares 195,006 $5.12M 0.06% +24,133 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: 505 shares; 2025Q1: 1,659 shares; 2025Q2: 3,557 shares; 2025Q3: 4,907 shares; 2025Q4: 5,319 shares 5,319 $4.96M 0.06% +412 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,477 shares; 2025Q1: 5,294 shares; 2025Q2: 5,206 shares; 2025Q3: 5,351 shares; 2025Q4: 6,541 shares 6,541 $4.93M 0.06% +1,190 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: 102,827 shares; 2024Q4: 124,346 shares; 2025Q1: 144,571 shares; 2025Q2: 149,257 shares; 2025Q3: 155,783 shares; 2025Q4: 197,668 shares 197,668 $4.92M 0.06% +41,885 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: 16,143 shares; 2024Q4: 15,015 shares; 2025Q1: 15,227 shares; 2025Q2: 15,328 shares; 2025Q3: 19,317 shares; 2025Q4: 23,170 shares 23,170 $4.91M 0.06% +3,853 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,194 shares; 2024Q4: 32,954 shares; 2025Q1: 36,673 shares; 2025Q2: 58,229 shares; 2025Q3: 88,228 shares; 2025Q4: 34,264 shares 34,264 $4.91M 0.06% -53,964 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,103 shares; 2024Q4: 19,501 shares; 2025Q1: 22,062 shares; 2025Q2: 23,014 shares; 2025Q3: 31,064 shares; 2025Q4: 31,796 shares 31,796 $4.88M 0.06% +732 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: 4,410 shares; 2025Q2: 6,460 shares; 2025Q3: 9,017 shares; 2025Q4: 30,041 shares 30,041 $4.87M 0.06% +21,024 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 16,222 shares; 2025Q1: 20,127 shares; 2025Q2: 23,341 shares; 2025Q3: 37,519 shares; 2025Q4: 30,283 shares 30,283 $4.85M 0.06% -7,236 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 9,127 shares; 2025Q1: 34,629 shares; 2025Q2: 49,371 shares; 2025Q3: 63,646 shares; 2025Q4: 58,571 shares 58,571 $4.76M 0.06% -5,075 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: 2,801 shares; 2025Q1: 6,135 shares; 2025Q2: 8,488 shares; 2025Q3: 15,951 shares; 2025Q4: 16,678 shares 16,678 $4.73M 0.06% +727 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: 44,673 shares; 2024Q4: 49,050 shares; 2025Q1: 50,862 shares; 2025Q2: 46,517 shares; 2025Q3: 58,996 shares; 2025Q4: 50,623 shares 50,623 $4.72M 0.06% -8,373 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: 14,133 shares; 2024Q4: 5,844 shares; 2025Q1: 8,411 shares; 2025Q2: 8,618 shares; 2025Q3: 11,639 shares; 2025Q4: 13,326 shares 13,326 $4.66M 0.06% +1,687 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: 47,513 shares; 2025Q2: 44,129 shares; 2025Q3: 201,955 shares; 2025Q4: 286,061 shares 286,061 $4.6M 0.06% +84,106 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: 15,451 shares; 2024Q4: 12,824 shares; 2025Q1: 13,441 shares; 2025Q2: 19,148 shares; 2025Q3: 30,162 shares; 2025Q4: 15,814 shares 15,814 $4.59M 0.06% -14,348 Timeline QLTA 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: 81,142 shares; 2024Q4: 75,484 shares; 2025Q1: 97,184 shares; 2025Q2: 94,348 shares; 2025Q3: 170,113 shares; 2025Q4: 95,256 shares 95,256 $4.58M 0.06% -74,857 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 9,731 shares; 2025Q1: 6,538 shares; 2025Q2: 4,310 shares; 2025Q3: 6,020 shares; 2025Q4: 14,791 shares 14,791 $4.52M 0.06% +8,771 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,692 shares; 2025Q1: 11,005 shares; 2025Q2: 17,761 shares; 2025Q3: 23,721 shares; 2025Q4: 39,747 shares 39,747 $4.5M 0.06% +16,026 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,770 shares; 2024Q4: 121,440 shares; 2025Q1: 114,786 shares; 2025Q2: 102,339 shares; 2025Q3: 135,091 shares; 2025Q4: 110,105 shares 110,105 $4.48M 0.05% -24,986 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 11,079 shares; 2025Q1: 14,819 shares; 2025Q2: 13,396 shares; 2025Q3: 13,819 shares; 2025Q4: 20,535 shares 20,535 $4.46M 0.05% +6,716 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: 144 shares; 2024Q4: 456 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 806 shares; 2025Q4: 817 shares 817 $4.38M 0.05% +11 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 9,436 shares; 2025Q1: 12,636 shares; 2025Q2: 12,541 shares; 2025Q3: 17,026 shares; 2025Q4: 11,293 shares 11,293 $4.37M 0.05% -5,733 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: 24,007 shares; 2024Q4: 35,523 shares; 2025Q1: 50,314 shares; 2025Q2: 37,426 shares; 2025Q3: 44,169 shares; 2025Q4: 46,626 shares 46,626 $4.36M 0.05% +2,457 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 28,705 shares; 2025Q1: 22,098 shares; 2025Q2: 33,497 shares; 2025Q3: 9,355 shares; 2025Q4: 70,985 shares 70,985 $4.32M 0.05% +61,630 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 55,746 shares; 2025Q1: 52,872 shares; 2025Q2: 50,382 shares; 2025Q3: 51,768 shares; 2025Q4: 45,141 shares 45,141 $4.25M 0.05% -6,627 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: 3,319 shares; 2024Q4: not reported; 2025Q1: 15,666 shares; 2025Q2: 32,815 shares; 2025Q3: 41,438 shares; 2025Q4: 70,534 shares 70,534 $4.23M 0.05% +29,096 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: 5,475 shares; 2024Q4: 7,463 shares; 2025Q1: 29,002 shares; 2025Q2: 40,233 shares; 2025Q3: 57,812 shares; 2025Q4: 44,382 shares 44,382 $4.18M 0.05% -13,430 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: 29,719 shares; 2024Q4: 24,004 shares; 2025Q1: 77,708 shares; 2025Q2: 80,916 shares; 2025Q3: 115,614 shares; 2025Q4: 51,440 shares 51,440 $4.18M 0.05% -64,174 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: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 9,470 shares; 2025Q2: 9,283 shares; 2025Q3: 16,279 shares; 2025Q4: 15,548 shares 15,548 $4.17M 0.05% -731 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: 4,176 shares; 2024Q4: 9,755 shares; 2025Q1: 10,833 shares; 2025Q2: 7,552 shares; 2025Q3: 7,851 shares; 2025Q4: 4,829 shares 4,829 $4.16M 0.05% -3,022 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,489 shares; 2024Q4: 51,169 shares; 2025Q1: 46,018 shares; 2025Q2: 39,625 shares; 2025Q3: not reported; 2025Q4: 36,196 shares 36,196 $4.15M 0.05% new Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,801 shares; 2024Q4: 106,816 shares; 2025Q1: 107,104 shares; 2025Q2: 106,922 shares; 2025Q3: not reported; 2025Q4: 108,849 shares 108,849 $4.14M 0.05% 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: 3,444 shares; 2024Q4: 10,823 shares; 2025Q1: 18,703 shares; 2025Q2: 21,049 shares; 2025Q3: 26,501 shares; 2025Q4: 22,341 shares 22,341 $4.12M 0.05% -4,160 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,521 shares; 2024Q4: 51,554 shares; 2025Q1: 60,429 shares; 2025Q2: 58,730 shares; 2025Q3: 84,811 shares; 2025Q4: 41,136 shares 41,136 $4.11M 0.05% -43,675 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: 77,506 shares; 2024Q4: 101,171 shares; 2025Q1: 105,726 shares; 2025Q2: 107,807 shares; 2025Q3: 96,831 shares; 2025Q4: 76,988 shares 76,988 $4.11M 0.05% -19,843 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,397 shares; 2024Q4: 19,638 shares; 2025Q1: 24,262 shares; 2025Q2: 19,543 shares; 2025Q3: 25,923 shares; 2025Q4: 19,470 shares 19,470 $4.1M 0.05% -6,453 Timeline ISTB 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: 43,893 shares; 2024Q4: 44,387 shares; 2025Q1: 71,697 shares; 2025Q2: 66,437 shares; 2025Q3: 148,168 shares; 2025Q4: 83,538 shares 83,538 $4.07M 0.05% -64,630 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: 1,401 shares; 2025Q1: 2,742 shares; 2025Q2: 9,562 shares; 2025Q3: 11,933 shares; 2025Q4: 16,797 shares 16,797 $4.07M 0.05% +4,864 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 17,850 shares; 2025Q1: 76,032 shares; 2025Q2: 83,453 shares; 2025Q3: 160,699 shares; 2025Q4: 91,358 shares 91,358 $4.06M 0.05% -69,341 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,761 shares; 2024Q4: 25,912 shares; 2025Q1: 32,321 shares; 2025Q2: 35,777 shares; 2025Q3: 81,891 shares; 2025Q4: 48,615 shares 48,615 $4.02M 0.05% -33,276 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: 6,071 shares; 2024Q4: 10,248 shares; 2025Q1: 12,518 shares; 2025Q2: 17,180 shares; 2025Q3: 21,445 shares; 2025Q4: 40,235 shares 40,235 $4.02M 0.05% +18,790 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: 2,168 shares; 2025Q1: 10,272 shares; 2025Q2: 16,850 shares; 2025Q3: 19,171 shares; 2025Q4: 18,272 shares 18,272 $4.01M 0.05% -899 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: 3,252 shares; 2025Q1: 10,964 shares; 2025Q2: 17,220 shares; 2025Q3: 25,325 shares; 2025Q4: 31,071 shares 31,071 $3.97M 0.05% +5,746 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 10,832 shares; 2025Q1: 13,347 shares; 2025Q2: 9,185 shares; 2025Q3: 16,437 shares; 2025Q4: 11,962 shares 11,962 $3.95M 0.05% -4,475 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: 21,801 shares; 2025Q2: 29,497 shares; 2025Q3: 38,078 shares; 2025Q4: 39,600 shares 39,600 $3.91M 0.05% +1,522 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: 908 shares; 2024Q4: 1,617 shares; 2025Q1: 2,608 shares; 2025Q2: 2,899 shares; 2025Q3: 4,070 shares; 2025Q4: 25,530 shares 25,530 $3.91M 0.05% +21,460 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: 16,240 shares; 2024Q4: 18,513 shares; 2025Q1: 29,773 shares; 2025Q2: 27,096 shares; 2025Q3: 38,297 shares; 2025Q4: 33,512 shares 33,512 $3.91M 0.05% -4,785 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: 39,584 shares; 2024Q4: 64,978 shares; 2025Q1: 69,919 shares; 2025Q2: 64,653 shares; 2025Q3: 52,513 shares; 2025Q4: 55,410 shares 55,410 $3.87M 0.05% +2,897 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,797 shares; 2025Q1: 24,913 shares; 2025Q2: 41,417 shares; 2025Q3: 63,959 shares; 2025Q4: 47,667 shares 47,667 $3.86M 0.05% -16,292 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 966 shares; 2025Q1: 1,647 shares; 2025Q2: 3,944 shares; 2025Q3: 9,265 shares; 2025Q4: 12,926 shares 12,926 $3.73M 0.05% +3,661 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,077 shares; 2024Q4: 15,753 shares; 2025Q1: 19,680 shares; 2025Q2: 19,997 shares; 2025Q3: 32,919 shares; 2025Q4: 37,618 shares 37,618 $3.73M 0.05% +4,699 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 9,441 shares; 2025Q1: 12,151 shares; 2025Q2: 11,721 shares; 2025Q3: 31,009 shares; 2025Q4: 28,823 shares 28,823 $3.72M 0.05% -2,186 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 34,797 shares; 2025Q1: 36,426 shares; 2025Q2: 42,922 shares; 2025Q3: 32,830 shares; 2025Q4: 20,856 shares 20,856 $3.7M 0.05% -11,974 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: 6,474 shares; 2024Q4: 11,313 shares; 2025Q1: 11,834 shares; 2025Q2: 11,575 shares; 2025Q3: 12,303 shares; 2025Q4: 53,109 shares 53,109 $3.69M 0.05% +40,806 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: 3,368 shares; 2025Q1: 6,352 shares; 2025Q2: 11,260 shares; 2025Q3: 29,386 shares; 2025Q4: 42,702 shares 42,702 $3.68M 0.05% +13,316 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,075 shares; 2025Q1: 87,583 shares; 2025Q2: 89,553 shares; 2025Q3: 88,981 shares; 2025Q4: 92,280 shares 92,280 $3.64M 0.04% +3,299 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,654 shares; 2024Q4: 6,187 shares; 2025Q1: 6,289 shares; 2025Q2: 6,882 shares; 2025Q3: 777 shares; 2025Q4: 7,807 shares 7,807 $3.63M 0.04% +7,030 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 9,054 shares; 2025Q1: 15,331 shares; 2025Q2: 36,351 shares; 2025Q3: 39,478 shares; 2025Q4: 51,188 shares 51,188 $3.55M 0.04% +11,710 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: 1,628 shares; 2025Q1: 10,548 shares; 2025Q2: 10,089 shares; 2025Q3: 20,813 shares; 2025Q4: 25,923 shares 25,923 $3.52M 0.04% +5,110 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,520 shares; 2025Q4: 14,174 shares 14,174 $3.52M 0.04% -9,346 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: 8,640 shares; 2024Q4: 11,250 shares; 2025Q1: 11,772 shares; 2025Q2: 9,997 shares; 2025Q3: 7,376 shares; 2025Q4: 24,172 shares 24,172 $3.48M 0.04% +16,796 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: 3,367 shares; 2024Q4: 10,138 shares; 2025Q1: 10,242 shares; 2025Q2: 10,440 shares; 2025Q3: 10,564 shares; 2025Q4: 12,392 shares 12,392 $3.46M 0.04% +1,828 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: 15,091 shares; 2024Q4: 22,123 shares; 2025Q1: 17,844 shares; 2025Q2: 12,936 shares; 2025Q3: 14,185 shares; 2025Q4: 14,885 shares 14,885 $3.44M 0.04% +700 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,297 shares; 2024Q4: 13,232 shares; 2025Q1: 11,879 shares; 2025Q2: 5,178 shares; 2025Q3: 4,095 shares; 2025Q4: 11,052 shares 11,052 $3.43M 0.04% +6,957 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: 371 shares; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: not reported; 2025Q3: 2,909 shares; 2025Q4: 4,403 shares 4,403 $3.4M 0.04% +1,494 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,730 shares; 2024Q4: 63,415 shares; 2025Q1: 67,678 shares; 2025Q2: 71,594 shares; 2025Q3: 92,158 shares; 2025Q4: 72,117 shares 72,117 $3.38M 0.04% -20,041 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: 6,234 shares; 2024Q4: 8,498 shares; 2025Q1: 8,751 shares; 2025Q2: 8,903 shares; 2025Q3: 7,234 shares; 2025Q4: 10,278 shares 10,278 $3.36M 0.04% +3,044 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,635 shares; 2024Q4: 14,131 shares; 2025Q1: 17,857 shares; 2025Q2: 16,965 shares; 2025Q3: 28,076 shares; 2025Q4: 28,119 shares 28,119 $3.36M 0.04% +43 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,904 shares; 2024Q4: 48,507 shares; 2025Q1: 53,510 shares; 2025Q2: 47,785 shares; 2025Q3: 13,472 shares; 2025Q4: 74,102 shares 74,102 $3.35M 0.04% +60,630 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,610 shares; 2025Q1: 4,537 shares; 2025Q2: 7,377 shares; 2025Q3: 921 shares; 2025Q4: 13,134 shares 13,134 $3.32M 0.04% +12,213 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,248 shares; 2024Q4: 55,381 shares; 2025Q1: 67,493 shares; 2025Q2: 69,971 shares; 2025Q3: 113,188 shares; 2025Q4: 69,684 shares 69,684 $3.28M 0.04% -43,504 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,988 shares; 2024Q4: 35,907 shares; 2025Q1: 29,849 shares; 2025Q2: 32,299 shares; 2025Q3: 31,012 shares; 2025Q4: 40,554 shares 40,554 $3.26M 0.04% +9,542 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,311 shares; 2024Q4: 52,431 shares; 2025Q1: 74,032 shares; 2025Q2: 72,899 shares; 2025Q3: 89,337 shares; 2025Q4: 40,650 shares 40,650 $3.24M 0.04% -48,687 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: 31,559 shares; 2024Q4: 29,902 shares; 2025Q1: 29,473 shares; 2025Q2: 28,686 shares; 2025Q3: 43,988 shares; 2025Q4: 31,590 shares 31,590 $3.24M 0.04% -12,398 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: 11,850 shares; 2025Q1: 14,012 shares; 2025Q2: 12,047 shares; 2025Q3: 19,699 shares; 2025Q4: 18,907 shares 18,907 $3.24M 0.04% -792 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,711 shares; 2024Q4: 50,091 shares; 2025Q1: 52,502 shares; 2025Q2: 48,366 shares; 2025Q3: 75,786 shares; 2025Q4: 39,648 shares 39,648 $3.21M 0.04% -36,138 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,917 shares; 2024Q4: 58,564 shares; 2025Q1: 52,186 shares; 2025Q2: 45,724 shares; 2025Q3: 60,900 shares; 2025Q4: 54,978 shares 54,978 $3.17M 0.04% -5,922 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,994 shares; 2024Q4: 67,755 shares; 2025Q1: 75,338 shares; 2025Q2: 75,205 shares; 2025Q3: 87,358 shares; 2025Q4: 69,440 shares 69,440 $3.16M 0.04% -17,918 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 5,737 shares; 2025Q1: 8,838 shares; 2025Q2: 9,653 shares; 2025Q3: 13,633 shares; 2025Q4: 10,888 shares 10,888 $3.16M 0.04% -2,745 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: 704 shares; 2025Q1: 1,097 shares; 2025Q2: 1,361 shares; 2025Q3: 4,487 shares; 2025Q4: 5,592 shares 5,592 $3.14M 0.04% +1,105 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,141 shares; 2025Q2: 18,358 shares; 2025Q3: 22,717 shares; 2025Q4: 23,209 shares 23,209 $3.14M 0.04% +492 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: 11,654 shares; 2024Q4: 16,083 shares; 2025Q1: 18,830 shares; 2025Q2: 21,387 shares; 2025Q3: 24,440 shares; 2025Q4: 23,549 shares 23,549 $3.12M 0.04% -891 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,165 shares; 2025Q2: 126,101 shares; 2025Q3: 125,256 shares; 2025Q4: 130,025 shares 130,025 $3.11M 0.04% +4,769 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,040 shares; 2024Q4: 30,541 shares; 2025Q1: 31,987 shares; 2025Q2: 21,696 shares; 2025Q3: 23,220 shares; 2025Q4: 35,537 shares 35,537 $3.1M 0.04% +12,317 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,660 shares; 2025Q3: 10,270 shares; 2025Q4: 17,672 shares 17,672 $3.04M 0.04% +7,402 Timeline UMBF UMB FINL CORP More: the full row for UMB 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: 25,101 shares; 2025Q2: 26,087 shares; 2025Q3: 27,668 shares; 2025Q4: 26,277 shares 26,277 $3.02M 0.04% -1,391 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,040 shares; 2025Q2: 14,751 shares; 2025Q3: 21,661 shares; 2025Q4: 23,032 shares 23,032 $3.02M 0.04% +1,371 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 4 shares 4 $3.02M 0.04% +2 Timeline SHY 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: 88,798 shares; 2024Q4: 84,827 shares; 2025Q1: 83,375 shares; 2025Q2: 73,526 shares; 2025Q3: 85,119 shares; 2025Q4: 36,452 shares 36,452 $3.02M 0.04% -48,667 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 8,237 shares; 2025Q1: 10,042 shares; 2025Q2: 7,635 shares; 2025Q3: 15,726 shares; 2025Q4: 13,040 shares 13,040 $2.99M 0.04% -2,686 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 8,767 shares; 2025Q1: 9,239 shares; 2025Q2: 11,360 shares; 2025Q3: 14,048 shares; 2025Q4: 14,398 shares 14,398 $2.96M 0.04% +350 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,652 shares; 2025Q1: 29,517 shares; 2025Q2: 29,255 shares; 2025Q3: 55,596 shares; 2025Q4: 66,266 shares 66,266 $2.95M 0.04% +10,670 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 12,485 shares; 2025Q1: 13,300 shares; 2025Q2: 13,249 shares; 2025Q3: 11,933 shares; 2025Q4: 13,439 shares 13,439 $2.95M 0.04% +1,506 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 6,216 shares; 2025Q3: 13,310 shares; 2025Q4: 14,927 shares 14,927 $2.9M 0.04% +1,617 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: 18,832 shares; 2024Q4: 16,504 shares; 2025Q1: 18,815 shares; 2025Q2: 21,957 shares; 2025Q3: 9,385 shares; 2025Q4: 20,555 shares 20,555 $2.9M 0.04% +11,170 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 7,840 shares; 2025Q1: 8,944 shares; 2025Q2: 9,582 shares; 2025Q3: 11,512 shares; 2025Q4: 11,639 shares 11,639 $2.87M 0.04% +127 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: 1,332 shares; 2025Q1: 6,266 shares; 2025Q2: 10,282 shares; 2025Q3: 14,552 shares; 2025Q4: 11,769 shares 11,769 $2.86M 0.04% -2,783 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 2,504 shares; 2025Q1: 4,507 shares; 2025Q2: 3,744 shares; 2025Q3: 5,339 shares; 2025Q4: 5,568 shares 5,568 $2.84M 0.03% +229 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,269 shares; 2024Q4: 9,097 shares; 2025Q1: 5,668 shares; 2025Q2: 8,593 shares; 2025Q3: 11,119 shares; 2025Q4: 14,375 shares 14,375 $2.8M 0.03% +3,256 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,389 shares; 2025Q1: 88,509 shares; 2025Q2: 87,192 shares; 2025Q3: 87,243 shares; 2025Q4: 30,635 shares 30,635 $2.8M 0.03% -56,608 Timeline RSPT 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: 48,597 shares; 2024Q4: 45,631 shares; 2025Q1: 61,655 shares; 2025Q2: 61,675 shares; 2025Q3: 106,868 shares; 2025Q4: 60,891 shares 60,891 $2.77M 0.03% -45,977 Timeline SLQD 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: 38,098 shares; 2024Q4: 34,374 shares; 2025Q1: 50,133 shares; 2025Q2: 47,541 shares; 2025Q3: 91,571 shares; 2025Q4: 54,006 shares 54,006 $2.74M 0.03% -37,565 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,199 shares; 2024Q4: 103,474 shares; 2025Q1: 136,659 shares; 2025Q2: 169,209 shares; 2025Q3: 347,921 shares; 2025Q4: 182,548 shares 182,548 $2.7M 0.03% -165,373 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 18,146 shares; 2025Q1: 30,662 shares; 2025Q2: 36,013 shares; 2025Q3: 24,779 shares; 2025Q4: 33,889 shares 33,889 $2.69M 0.03% +9,110 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,658 shares; 2024Q4: 31,483 shares; 2025Q1: 71,740 shares; 2025Q2: 90,153 shares; 2025Q3: 145,286 shares; 2025Q4: 55,586 shares 55,586 $2.69M 0.03% -89,700 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: 17,495 shares; 2024Q4: 16,044 shares; 2025Q1: 19,475 shares; 2025Q2: 22,256 shares; 2025Q3: 17,082 shares; 2025Q4: 18,904 shares 18,904 $2.67M 0.03% +1,822 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,877 shares; 2025Q3: 27,061 shares; 2025Q4: 40,884 shares 40,884 $2.66M 0.03% +13,823 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,296 shares; 2024Q4: 23,975 shares; 2025Q1: 24,001 shares; 2025Q2: 25,117 shares; 2025Q3: 8,687 shares; 2025Q4: 23,260 shares 23,260 $2.65M 0.03% +14,573 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: 2,363 shares; 2025Q3: 13,757 shares; 2025Q4: 19,535 shares 19,535 $2.59M 0.03% +5,778 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: 1,435 shares; 2025Q1: 3,504 shares; 2025Q2: 6,119 shares; 2025Q3: 10,540 shares; 2025Q4: 11,321 shares 11,321 $2.59M 0.03% +781 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: 3,097 shares; 2025Q1: 3,238 shares; 2025Q2: 2,660 shares; 2025Q3: 2,852 shares; 2025Q4: 2,422 shares 2,422 $2.59M 0.03% -430 Timeline XSVM 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: 15,232 shares; 2024Q4: 24,923 shares; 2025Q1: 28,454 shares; 2025Q2: 45,468 shares; 2025Q3: 44,485 shares; 2025Q4: 44,575 shares 44,575 $2.55M 0.03% +90 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 11,685 shares; 2025Q1: 9,425 shares; 2025Q2: 15,270 shares; 2025Q3: 7,583 shares; 2025Q4: 22,268 shares 22,268 $2.54M 0.03% +14,685 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 12,466 shares; 2025Q1: 20,350 shares; 2025Q2: 28,119 shares; 2025Q3: 27,331 shares; 2025Q4: 28,678 shares 28,678 $2.51M 0.03% +1,347 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 9,876 shares; 2025Q1: 11,776 shares; 2025Q2: 10,567 shares; 2025Q3: 11,914 shares; 2025Q4: 9,713 shares 9,713 $2.5M 0.03% -2,201 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: 1,713 shares; 2024Q4: 2,511 shares; 2025Q1: 2,787 shares; 2025Q2: 3,301 shares; 2025Q3: 4,354 shares; 2025Q4: 3,752 shares 3,752 $2.49M 0.03% -602 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 5,018 shares; 2025Q1: 5,985 shares; 2025Q2: 6,493 shares; 2025Q3: 8,271 shares; 2025Q4: 7,658 shares 7,658 $2.47M 0.03% -613 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 5,968 shares; 2025Q1: 7,702 shares; 2025Q2: 8,131 shares; 2025Q3: not reported; 2025Q4: 9,615 shares 9,615 $2.47M 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,386 shares; 2025Q1: 9,140 shares; 2025Q2: 29,014 shares; 2025Q3: 29,238 shares; 2025Q4: 48,551 shares 48,551 $2.47M 0.03% +19,313 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 3,335 shares; 2025Q1: 5,209 shares; 2025Q2: 5,668 shares; 2025Q3: 689 shares; 2025Q4: 4,423 shares 4,423 $2.44M 0.03% +3,734 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 4,712 shares; 2025Q1: 6,494 shares; 2025Q2: 8,317 shares; 2025Q3: 8,911 shares; 2025Q4: 7,733 shares 7,733 $2.43M 0.03% -1,178 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,193 shares; 2025Q3: 28,645 shares; 2025Q4: 20,737 shares 20,737 $2.43M 0.03% -7,908 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,760 shares; 2025Q1: 7,608 shares; 2025Q2: 8,582 shares; 2025Q3: 6,512 shares; 2025Q4: 27,976 shares 27,976 $2.4M 0.03% +21,464 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: 6,161 shares; 2024Q4: 6,190 shares; 2025Q1: 6,344 shares; 2025Q2: 6,895 shares; 2025Q3: 6,137 shares; 2025Q4: 9,553 shares 9,553 $2.39M 0.03% +3,416 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 3,671 shares; 2025Q1: 10,714 shares; 2025Q2: 9,954 shares; 2025Q3: 29,061 shares; 2025Q4: 35,432 shares 35,432 $2.37M 0.03% +6,371 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 3,888 shares; 2025Q3: 8,140 shares; 2025Q4: 13,082 shares 13,082 $2.37M 0.03% +4,942 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,797 shares; 2024Q4: 55,985 shares; 2025Q1: 55,340 shares; 2025Q2: 52,878 shares; 2025Q3: 14,343 shares; 2025Q4: 53,084 shares 53,084 $2.36M 0.03% +38,741 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,271 shares; 2025Q2: 101,482 shares; 2025Q3: 128,295 shares; 2025Q4: 122,041 shares 122,041 $2.36M 0.03% -6,254 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,457 shares; 2024Q4: 22,993 shares; 2025Q1: 74,443 shares; 2025Q2: 80,801 shares; 2025Q3: 138,830 shares; 2025Q4: 82,975 shares 82,975 $2.36M 0.03% -55,855 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,171 shares; 2024Q4: 19,064 shares; 2025Q1: 26,202 shares; 2025Q2: 34,259 shares; 2025Q3: 45,505 shares; 2025Q4: 47,710 shares 47,710 $2.35M 0.03% +2,205 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,589 shares; 2024Q4: 12,103 shares; 2025Q1: 16,652 shares; 2025Q2: 18,849 shares; 2025Q3: 32,428 shares; 2025Q4: 24,409 shares 24,409 $2.34M 0.03% -8,019 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,932 shares; 2024Q4: 41,888 shares; 2025Q1: 52,577 shares; 2025Q2: 52,694 shares; 2025Q3: 48,547 shares; 2025Q4: 48,660 shares 48,660 $2.33M 0.03% +113 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: 6,080 shares; 2025Q2: 5,914 shares; 2025Q3: 17,470 shares; 2025Q4: 20,306 shares 20,306 $2.33M 0.03% +2,836 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares; 2025Q3: 17,967 shares; 2025Q4: 13,577 shares 13,577 $2.32M 0.03% -4,390 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 12,539 shares; 2025Q1: 21,893 shares; 2025Q2: 21,378 shares; 2025Q3: 25,461 shares; 2025Q4: 19,713 shares 19,713 $2.32M 0.03% -5,748 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 11,830 shares; 2025Q1: 9,969 shares; 2025Q2: 7,507 shares; 2025Q3: 10,511 shares; 2025Q4: 9,594 shares 9,594 $2.31M 0.03% -917 Timeline VPL 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: 27,660 shares; 2024Q4: 25,379 shares; 2025Q1: 27,797 shares; 2025Q2: 25,912 shares; 2025Q3: 49,058 shares; 2025Q4: 25,584 shares 25,584 $2.31M 0.03% -23,474 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,425 shares; 2025Q2: 7,920 shares; 2025Q3: 22,251 shares; 2025Q4: 29,914 shares 29,914 $2.26M 0.03% +7,663 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: 25,913 shares; 2024Q4: 25,340 shares; 2025Q1: 26,577 shares; 2025Q2: 26,930 shares; 2025Q3: 48,897 shares; 2025Q4: 26,962 shares 26,962 $2.25M 0.03% -21,935 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,252 shares; 2024Q4: 38,012 shares; 2025Q1: 47,794 shares; 2025Q2: 46,573 shares; 2025Q3: 62,239 shares; 2025Q4: 54,346 shares 54,346 $2.25M 0.03% -7,893 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,056 shares; 2024Q4: 20,407 shares; 2025Q1: 19,201 shares; 2025Q2: 21,732 shares; 2025Q3: 3,128 shares; 2025Q4: 17,844 shares 17,844 $2.24M 0.03% +14,716 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,635 shares; 2024Q4: 61,992 shares; 2025Q1: 175,694 shares; 2025Q2: 195,714 shares; 2025Q3: 137,635 shares; 2025Q4: 97,343 shares 97,343 $2.23M 0.03% -40,292 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,278 shares; 2025Q2: 25,088 shares; 2025Q3: 42,671 shares; 2025Q4: 64,650 shares 64,650 $2.23M 0.03% +21,979 Timeline JPIB 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: 13,406 shares; 2025Q1: 12,739 shares; 2025Q2: 13,726 shares; 2025Q3: 73,210 shares; 2025Q4: 44,919 shares 44,919 $2.19M 0.03% -28,291 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,463 shares; 2025Q1: 59,044 shares; 2025Q2: 58,162 shares; 2025Q3: 89,737 shares; 2025Q4: 46,261 shares 46,261 $2.18M 0.03% -43,476 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: 3,708 shares; 2024Q4: 3,282 shares; 2025Q1: 4,744 shares; 2025Q2: 4,361 shares; 2025Q3: 6,011 shares; 2025Q4: 9,473 shares 9,473 $2.16M 0.03% +3,462 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 10,025 shares; 2025Q1: 16,932 shares; 2025Q2: 21,600 shares; 2025Q3: 22,680 shares; 2025Q4: 58,269 shares 58,269 $2.16M 0.03% +35,589 Timeline DFSB 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: 23,280 shares; 2024Q4: 40,897 shares; 2025Q1: 47,329 shares; 2025Q2: 52,613 shares; 2025Q3: 92,429 shares; 2025Q4: 41,564 shares 41,564 $2.15M 0.03% -50,865 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 25,613 shares; 2025Q1: 29,304 shares; 2025Q2: 25,456 shares; 2025Q3: 20,826 shares; 2025Q4: 29,021 shares 29,021 $2.11M 0.03% +8,195 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,069 shares; 2025Q2: 5,654 shares; 2025Q3: 6,184 shares; 2025Q4: 9,336 shares 9,336 $2.1M 0.03% +3,152 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: 3,129 shares; 2024Q4: 3,226 shares; 2025Q1: 4,652 shares; 2025Q2: 9,679 shares; 2025Q3: 11,906 shares; 2025Q4: 12,926 shares 12,926 $2.09M 0.03% +1,020 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: 6,552 shares; 2024Q4: 7,760 shares; 2025Q1: 8,588 shares; 2025Q2: 4,554 shares; 2025Q3: 4,366 shares; 2025Q4: 5,656 shares 5,656 $2.09M 0.03% +1,290 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,797 shares; 2024Q4: 23,008 shares; 2025Q1: 36,310 shares; 2025Q2: 38,573 shares; 2025Q3: 42,075 shares; 2025Q4: 47,212 shares 47,212 $2.09M 0.03% +5,137 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,969 shares; 2025Q1: 6,063 shares; 2025Q2: 3,564 shares; 2025Q3: 5,938 shares; 2025Q4: 3,652 shares 3,652 $2.08M 0.03% -2,286 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,331 shares; 2024Q4: 5,777 shares; 2025Q1: 25,656 shares; 2025Q2: 26,213 shares; 2025Q3: 43,986 shares; 2025Q4: 24,034 shares 24,034 $2.07M 0.03% -19,952 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,974 shares; 2024Q4: 40,913 shares; 2025Q1: 42,998 shares; 2025Q2: 40,747 shares; 2025Q3: 68,499 shares; 2025Q4: 36,139 shares 36,139 $2.07M 0.03% -32,360 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,252 shares; 2025Q3: 13,263 shares; 2025Q4: 14,544 shares 14,544 $2.06M 0.03% +1,281 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 11,189 shares; 2025Q1: 11,692 shares; 2025Q2: 7,551 shares; 2025Q3: 13,824 shares; 2025Q4: 7,751 shares 7,751 $2.05M 0.03% -6,073 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,560 shares 34,560 $2.05M 0.03% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 19,207 shares; 2025Q2: 29,592 shares; 2025Q3: 38,131 shares; 2025Q4: 46,687 shares 46,687 $2.05M 0.03% +8,556 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: not reported; 2025Q1: 11,302 shares; 2025Q2: 17,413 shares; 2025Q3: 19,147 shares; 2025Q4: 16,957 shares 16,957 $2.03M 0.02% -2,190 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: 24,441 shares; 2024Q4: 24,431 shares; 2025Q1: 33,118 shares; 2025Q2: 41,742 shares; 2025Q3: 44,075 shares; 2025Q4: 44,383 shares 44,383 $2.03M 0.02% +308 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 1,916 shares; 2025Q4: 4,136 shares 4,136 $2.02M 0.02% +2,220 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: 14,682 shares; 2024Q4: 16,394 shares; 2025Q1: 16,866 shares; 2025Q2: 15,157 shares; 2025Q3: 16,884 shares; 2025Q4: 17,452 shares 17,452 $2.01M 0.02% +568 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 8,788 shares; 2025Q1: 10,561 shares; 2025Q2: 12,021 shares; 2025Q3: 13,009 shares; 2025Q4: 11,672 shares 11,672 $1.99M 0.02% -1,337 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: not reported; 2025Q1: 3,015 shares; 2025Q2: 12,524 shares; 2025Q3: 12,946 shares; 2025Q4: 14,644 shares 14,644 $1.98M 0.02% +1,698 Timeline EWX 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: 3,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: not reported; 2025Q4: 30,119 shares 30,119 $1.98M 0.02% new 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: 2,163 shares; 2024Q4: 2,300 shares; 2025Q1: 3,546 shares; 2025Q2: 6,054 shares; 2025Q3: 3,827 shares; 2025Q4: 9,888 shares 9,888 $1.97M 0.02% +6,061 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: 1,797 shares; 2024Q4: 2,062 shares; 2025Q1: 2,187 shares; 2025Q2: 2,004 shares; 2025Q3: 3,373 shares; 2025Q4: 2,923 shares 2,923 $1.97M 0.02% -450 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: 45,963 shares; 2024Q4: 51,536 shares; 2025Q1: 43,836 shares; 2025Q2: 67,162 shares; 2025Q3: 124,029 shares; 2025Q4: 39,171 shares 39,171 $1.97M 0.02% -84,858 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: 3,662 shares; 2025Q2: 4,461 shares; 2025Q3: 6,060 shares; 2025Q4: 5,502 shares 5,502 $1.95M 0.02% -558 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: 34,145 shares; 2024Q4: 39,352 shares; 2025Q1: 38,942 shares; 2025Q2: 19,021 shares; 2025Q3: 29,327 shares; 2025Q4: 20,157 shares 20,157 $1.94M 0.02% -9,170 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 701 shares; 2025Q1: 1,336 shares; 2025Q2: 1,991 shares; 2025Q3: 2,704 shares; 2025Q4: 3,160 shares 3,160 $1.93M 0.02% +456 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 11,222 shares; 2025Q1: 14,130 shares; 2025Q2: 19,218 shares; 2025Q3: 42,091 shares; 2025Q4: 68,682 shares 68,682 $1.92M 0.02% +26,591 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 3,021 shares; 2025Q3: 3,430 shares; 2025Q4: 3,155 shares 3,155 $1.91M 0.02% -275 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 4,190 shares; 2025Q4: 5,608 shares 5,608 $1.91M 0.02% +1,418 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,316 shares; 2025Q3: 15,135 shares; 2025Q4: 18,770 shares 18,770 $1.91M 0.02% +3,635 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: 3,428 shares; 2024Q4: 7,884 shares; 2025Q1: 10,552 shares; 2025Q2: 9,970 shares; 2025Q3: 9,399 shares; 2025Q4: 11,680 shares 11,680 $1.9M 0.02% +2,281 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 9,552 shares; 2025Q1: 19,824 shares; 2025Q2: 20,165 shares; 2025Q3: 30,789 shares; 2025Q4: 19,913 shares 19,913 $1.89M 0.02% -10,876 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,470 shares; 2024Q4: 25,185 shares; 2025Q1: 42,700 shares; 2025Q2: 44,827 shares; 2025Q3: 54,580 shares; 2025Q4: 35,133 shares 35,133 $1.89M 0.02% -19,447 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: 2,278 shares; 2024Q4: 2,148 shares; 2025Q1: 3,777 shares; 2025Q2: 3,706 shares; 2025Q3: 4,636 shares; 2025Q4: 3,341 shares 3,341 $1.89M 0.02% -1,295 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 6,408 shares; 2025Q3: 6,821 shares; 2025Q4: 6,232 shares 6,232 $1.84M 0.02% -589 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,815 shares; 2024Q4: 6,957 shares; 2025Q1: 7,946 shares; 2025Q2: 6,050 shares; 2025Q3: 12,047 shares; 2025Q4: 9,855 shares 9,855 $1.83M 0.02% -2,192 Timeline SPHD 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: 21,470 shares; 2024Q4: 10,602 shares; 2025Q1: 30,296 shares; 2025Q2: 34,631 shares; 2025Q3: 69,096 shares; 2025Q4: 38,024 shares 38,024 $1.83M 0.02% -31,072 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 6,344 shares; 2025Q1: 8,392 shares; 2025Q2: 11,139 shares; 2025Q3: 11,480 shares; 2025Q4: 11,164 shares 11,164 $1.82M 0.02% -316 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,960 shares; 2025Q1: 14,640 shares; 2025Q2: 23,243 shares; 2025Q3: 58,691 shares; 2025Q4: 31,863 shares 31,863 $1.81M 0.02% -26,828 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923,768 shares; 2024Q4: 1,064,899 shares; 2025Q1: 1,169,039 shares; 2025Q2: 1,152,913 shares; 2025Q3: 958,623 shares; 2025Q4: 68,386 shares 68,386 $1.81M 0.02% -890,237 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: 1,504 shares; 2024Q4: not reported; 2025Q1: 1,608 shares; 2025Q2: 2,987 shares; 2025Q3: 8,134 shares; 2025Q4: 12,510 shares 12,510 $1.8M 0.02% +4,376 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 8,017 shares; 2025Q1: 13,615 shares; 2025Q2: 9,382 shares; 2025Q3: 11,000 shares; 2025Q4: 10,468 shares 10,468 $1.79M 0.02% -532 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: 12,692 shares; 2025Q1: 41,551 shares; 2025Q2: 85,742 shares; 2025Q3: 258,551 shares; 2025Q4: 221,603 shares 221,603 $1.79M 0.02% -36,948 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 7,760 shares; 2025Q1: 17,740 shares; 2025Q2: 17,864 shares; 2025Q3: 18,074 shares; 2025Q4: 30,501 shares 30,501 $1.79M 0.02% +12,427 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 1,695 shares; 2025Q1: 2,308 shares; 2025Q2: 2,960 shares; 2025Q3: 3,321 shares; 2025Q4: 3,813 shares 3,813 $1.79M 0.02% +492 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: 6,400 shares; 2024Q4: 4,364 shares; 2025Q1: 4,350 shares; 2025Q2: 5,052 shares; 2025Q3: 4,590 shares; 2025Q4: 5,021 shares 5,021 $1.77M 0.02% +431 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 926 shares; 2025Q1: 1,777 shares; 2025Q2: 1,776 shares; 2025Q3: 2,522 shares; 2025Q4: 3,688 shares 3,688 $1.77M 0.02% +1,166 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: 420 shares; 2024Q4: 1,079 shares; 2025Q1: 1,251 shares; 2025Q2: 1,477 shares; 2025Q3: 1,705 shares; 2025Q4: 1,655 shares 1,655 $1.77M 0.02% -50 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 3,424 shares; 2025Q1: 7,682 shares; 2025Q2: 6,532 shares; 2025Q3: 7,608 shares; 2025Q4: 6,639 shares 6,639 $1.74M 0.02% -969 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: 4,051 shares; 2024Q4: 4,065 shares; 2025Q1: 4,558 shares; 2025Q2: 3,657 shares; 2025Q3: 4,628 shares; 2025Q4: 11,238 shares 11,238 $1.74M 0.02% +6,610 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,948 shares; 2024Q4: 23,680 shares; 2025Q1: 25,939 shares; 2025Q2: 25,846 shares; 2025Q3: 28,492 shares; 2025Q4: 14,810 shares 14,810 $1.74M 0.02% -13,682 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,185 shares; 2025Q1: 4,465 shares; 2025Q2: 5,652 shares; 2025Q3: 4,836 shares; 2025Q4: 4,453 shares 4,453 $1.73M 0.02% -383 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,599 shares; 2025Q3: 11,777 shares; 2025Q4: 19,844 shares 19,844 $1.73M 0.02% +8,067 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: 9,427 shares; 2024Q4: 2,297 shares; 2025Q1: 10,515 shares; 2025Q2: 1,357 shares; 2025Q3: 18,038 shares; 2025Q4: 11,136 shares 11,136 $1.72M 0.02% -6,902 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: 6,258 shares; 2024Q4: 3,706 shares; 2025Q1: 7,659 shares; 2025Q2: 9,911 shares; 2025Q3: 13,834 shares; 2025Q4: 14,672 shares 14,672 $1.7M 0.02% +838 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,093 shares; 2024Q4: 56,489 shares; 2025Q1: 56,671 shares; 2025Q2: 60,505 shares; 2025Q3: 52,068 shares; 2025Q4: 62,531 shares 62,531 $1.7M 0.02% +10,463 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,694 shares; 2025Q3: 7,569 shares; 2025Q4: 8,481 shares 8,481 $1.69M 0.02% +912 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 11,231 shares; 2025Q1: 8,475 shares; 2025Q2: 7,563 shares; 2025Q3: 8,866 shares; 2025Q4: 16,775 shares 16,775 $1.68M 0.02% +7,909 Timeline MDYV 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: 4,575 shares; 2024Q4: 27,137 shares; 2025Q1: 24,787 shares; 2025Q2: 19,441 shares; 2025Q3: 20,500 shares; 2025Q4: 19,728 shares 19,728 $1.67M 0.02% -772 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,371 shares; 2025Q4: 47,157 shares 47,157 $1.64M 0.02% -31,214 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: 2,724 shares; 2025Q2: 810 shares; 2025Q3: 5,127 shares; 2025Q4: 4,095 shares 4,095 $1.63M 0.02% -1,032 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 1,365 shares; 2025Q2: 709 shares; 2025Q3: 2,158 shares; 2025Q4: 4,055 shares 4,055 $1.63M 0.02% +1,897 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: not reported; 2025Q1: 14,188 shares; 2025Q2: 10,613 shares; 2025Q3: 19,316 shares; 2025Q4: 20,451 shares 20,451 $1.62M 0.02% +1,135 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: 22,713 shares; 2024Q4: 31,886 shares; 2025Q1: 35,192 shares; 2025Q2: 26,827 shares; 2025Q3: 35,058 shares; 2025Q4: 29,485 shares 29,485 $1.61M 0.02% -5,573 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,737 shares; 2024Q4: 28,878 shares; 2025Q1: 57,148 shares; 2025Q2: 322,564 shares; 2025Q3: 634,648 shares; 2025Q4: 37,016 shares 37,016 $1.61M 0.02% -597,632 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,046 shares; 2024Q4: 29,007 shares; 2025Q1: 23,867 shares; 2025Q2: 22,243 shares; 2025Q3: 9,238 shares; 2025Q4: 34,057 shares 34,057 $1.6M 0.02% +24,819 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,870 shares; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 2,403 shares; 2025Q3: not reported; 2025Q4: 18,997 shares 18,997 $1.59M 0.02% 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: 2,055 shares; 2024Q4: 2,039 shares; 2025Q1: 2,031 shares; 2025Q2: 1,990 shares; 2025Q3: 1,688 shares; 2025Q4: 1,808 shares 1,808 $1.59M 0.02% +120 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,938 shares; 2025Q3: 13,777 shares; 2025Q4: 19,364 shares 19,364 $1.59M 0.02% +5,587 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 14,837 shares; 2025Q4: 14,837 shares 14,837 $1.58M 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,006 shares; 2024Q4: 40,471 shares; 2025Q1: 50,066 shares; 2025Q2: 44,020 shares; 2025Q3: 59,625 shares; 2025Q4: 45,386 shares 45,386 $1.58M 0.02% -14,239 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 8,676 shares; 2025Q1: 10,855 shares; 2025Q2: 9,033 shares; 2025Q3: 12,748 shares; 2025Q4: 16,059 shares 16,059 $1.57M 0.02% +3,311 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 4,228 shares; 2025Q1: 4,487 shares; 2025Q2: 4,510 shares; 2025Q3: not reported; 2025Q4: 6,217 shares 6,217 $1.57M 0.02% new Timeline GOVT 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: 64,642 shares; 2024Q4: 55,976 shares; 2025Q1: 75,733 shares; 2025Q2: 83,383 shares; 2025Q3: 103,706 shares; 2025Q4: 68,117 shares 68,117 $1.57M 0.02% -35,589 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: not reported; 2025Q1: 8,361 shares; 2025Q2: 37,200 shares; 2025Q3: 41,240 shares; 2025Q4: 42,688 shares 42,688 $1.56M 0.02% +1,448 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 17,515 shares; 2025Q1: 17,845 shares; 2025Q2: 11,264 shares; 2025Q3: 13,958 shares; 2025Q4: 8,998 shares 8,998 $1.56M 0.02% -4,960 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 6,770 shares; 2025Q1: 16,693 shares; 2025Q2: 16,622 shares; 2025Q3: 28,413 shares; 2025Q4: 26,740 shares 26,740 $1.56M 0.02% -1,673 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: 4,341 shares; 2024Q4: 4,328 shares; 2025Q1: 4,559 shares; 2025Q2: 4,368 shares; 2025Q3: 4,944 shares; 2025Q4: 4,179 shares 4,179 $1.56M 0.02% -765 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: not reported; 2025Q1: 18,132 shares; 2025Q2: 27,910 shares; 2025Q3: 83,578 shares; 2025Q4: 53,269 shares 53,269 $1.56M 0.02% -30,309 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: 5,899 shares; 2025Q1: 15,339 shares; 2025Q2: 10,696 shares; 2025Q3: 15,826 shares; 2025Q4: 26,624 shares 26,624 $1.56M 0.02% +10,798 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,735 shares; 2025Q1: 9,774 shares; 2025Q2: 11,986 shares; 2025Q3: 15,325 shares; 2025Q4: 15,504 shares 15,504 $1.55M 0.02% +179 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 9,569 shares; 2025Q1: 12,850 shares; 2025Q2: 12,736 shares; 2025Q3: 21,561 shares; 2025Q4: 12,095 shares 12,095 $1.55M 0.02% -9,466 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 5,819 shares; 2025Q3: 9,744 shares; 2025Q4: 6,917 shares 6,917 $1.54M 0.02% -2,827 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 20,069 shares; 2025Q1: 10,396 shares; 2025Q2: 9,780 shares; 2025Q3: 11,877 shares; 2025Q4: 3,883 shares 3,883 $1.54M 0.02% -7,994 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 6,876 shares; 2025Q1: 6,738 shares; 2025Q2: 6,449 shares; 2025Q3: not reported; 2025Q4: 4,718 shares 4,718 $1.53M 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 868 shares; 2025Q1: 1,162 shares; 2025Q2: 1,978 shares; 2025Q3: 2,598 shares; 2025Q4: 1,855 shares 1,855 $1.52M 0.02% -743 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,980 shares; 2024Q4: 38,327 shares; 2025Q1: 40,110 shares; 2025Q2: 42,157 shares; 2025Q3: 40,360 shares; 2025Q4: 33,080 shares 33,080 $1.52M 0.02% -7,280 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,788 shares; 2025Q2: 12,515 shares; 2025Q3: 17,055 shares; 2025Q4: 21,871 shares 21,871 $1.52M 0.02% +4,816 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,476 shares; 2025Q1: 3,163 shares; 2025Q2: 4,500 shares; 2025Q3: 5,798 shares; 2025Q4: 7,797 shares 7,797 $1.51M 0.02% +1,999 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,099 shares; 2025Q2: 7,353 shares; 2025Q3: 9,919 shares; 2025Q4: 8,712 shares 8,712 $1.51M 0.02% -1,207 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,640 shares; 2025Q1: 4,583 shares; 2025Q2: 5,718 shares; 2025Q3: 6,427 shares; 2025Q4: 8,361 shares 8,361 $1.51M 0.02% +1,934 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: 10,059 shares; 2024Q4: 35,506 shares; 2025Q1: 34,085 shares; 2025Q2: 40,248 shares; 2025Q3: 31,217 shares; 2025Q4: 55,792 shares 55,792 $1.5M 0.02% +24,575 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,282 shares; 2025Q4: 6,283 shares 6,283 $1.49M 0.02% -1,999 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: 11,669 shares; 2024Q4: 4,098 shares; 2025Q1: 7,211 shares; 2025Q2: 9,591 shares; 2025Q3: 11,367 shares; 2025Q4: 9,129 shares 9,129 $1.48M 0.02% -2,238 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: 13,581 shares; 2025Q3: 33,888 shares; 2025Q4: 32,936 shares 32,936 $1.48M 0.02% -952 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,726 shares; 2024Q4: 46,031 shares; 2025Q1: 36,270 shares; 2025Q2: 23,186 shares; 2025Q3: 42,239 shares; 2025Q4: 32,058 shares 32,058 $1.48M 0.02% -10,181 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,836 shares; 2025Q3: 4,573 shares; 2025Q4: 5,819 shares 5,819 $1.48M 0.02% +1,246 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,960 shares 15,960 $1.47M 0.02% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,628 shares; 2024Q4: 11,041 shares; 2025Q1: 13,315 shares; 2025Q2: 13,444 shares; 2025Q3: 22,600 shares; 2025Q4: 14,374 shares 14,374 $1.47M 0.02% -8,226 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 8,038 shares; 2025Q4: 7,607 shares 7,607 $1.47M 0.02% -431 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,931 shares; 2024Q4: 11,455 shares; 2025Q1: 13,995 shares; 2025Q2: 13,495 shares; 2025Q3: 11,950 shares; 2025Q4: 11,868 shares 11,868 $1.47M 0.02% -82 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 5,318 shares; 2025Q1: 16,174 shares; 2025Q2: 8,944 shares; 2025Q3: 9,751 shares; 2025Q4: 17,282 shares 17,282 $1.47M 0.02% +7,531 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,419 shares; 2025Q3: 2,881 shares; 2025Q4: 3,485 shares 3,485 $1.46M 0.02% +604 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,503 shares; 2025Q1: 5,460 shares; 2025Q2: 8,516 shares; 2025Q3: 17,242 shares; 2025Q4: 11,352 shares 11,352 $1.46M 0.02% -5,890 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: 2,751 shares; 2025Q1: 9,260 shares; 2025Q2: 13,256 shares; 2025Q3: 9,967 shares; 2025Q4: 13,655 shares 13,655 $1.46M 0.02% +3,688 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: not reported; 2024Q4: 874 shares; 2025Q1: 905 shares; 2025Q2: 2,015 shares; 2025Q3: 3,268 shares; 2025Q4: 4,251 shares 4,251 $1.46M 0.02% +983 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 9,431 shares; 2025Q1: 11,752 shares; 2025Q2: 11,756 shares; 2025Q3: 13,081 shares; 2025Q4: 16,093 shares 16,093 $1.45M 0.02% +3,012 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,919 shares 4,919 $1.43M 0.02% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 1,382 shares; 2025Q2: 4,058 shares; 2025Q3: 4,386 shares; 2025Q4: 5,942 shares 5,942 $1.42M 0.02% +1,556 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 5,556 shares; 2025Q1: 9,039 shares; 2025Q2: 10,062 shares; 2025Q3: 13,647 shares; 2025Q4: 12,466 shares 12,466 $1.39M 0.02% -1,181 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,818 shares; 2025Q1: 1,994 shares; 2025Q2: 10,492 shares; 2025Q3: 9,452 shares; 2025Q4: 10,207 shares 10,207 $1.39M 0.02% +755 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,757 shares; 2024Q4: 18,693 shares; 2025Q1: 24,607 shares; 2025Q2: 23,774 shares; 2025Q3: 52,919 shares; 2025Q4: 49,686 shares 49,686 $1.37M 0.02% -3,233 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: 771 shares; 2024Q4: 1,637 shares; 2025Q1: 2,331 shares; 2025Q2: 1,590 shares; 2025Q3: 2,052 shares; 2025Q4: 2,783 shares 2,783 $1.36M 0.02% +731 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: 5,134 shares; 2024Q4: 5,138 shares; 2025Q1: 6,562 shares; 2025Q2: 6,265 shares; 2025Q3: 11,699 shares; 2025Q4: 8,377 shares 8,377 $1.35M 0.02% -3,322 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 5,280 shares; 2025Q1: 18,696 shares; 2025Q2: 22,271 shares; 2025Q3: 30,845 shares; 2025Q4: 21,055 shares 21,055 $1.35M 0.02% -9,790 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: 9,933 shares; 2024Q4: 33,203 shares; 2025Q1: 33,172 shares; 2025Q2: 34,022 shares; 2025Q3: 19,955 shares; 2025Q4: 44,831 shares 44,831 $1.35M 0.02% +24,876 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 1,484 shares; 2025Q3: 4,031 shares; 2025Q4: 5,343 shares 5,343 $1.35M 0.02% +1,312 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,324 shares; 2025Q4: 32,401 shares 32,401 $1.34M 0.02% -20,923 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,419 shares; 2025Q2: 2,308 shares; 2025Q3: 3,668 shares; 2025Q4: 3,939 shares 3,939 $1.34M 0.02% +271 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 3,965 shares; 2025Q1: 3,139 shares; 2025Q2: 4,345 shares; 2025Q3: 12,457 shares; 2025Q4: 9,462 shares 9,462 $1.34M 0.02% -2,995 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 7,197 shares; 2025Q4: 5,704 shares 5,704 $1.33M 0.02% -1,493 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: 34,498 shares; 2024Q4: 6,922 shares; 2025Q1: 5,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,614 shares 28,614 $1.33M 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 2,253 shares; 2025Q1: 2,519 shares; 2025Q2: 3,282 shares; 2025Q3: 4,136 shares; 2025Q4: 3,117 shares 3,117 $1.33M 0.02% -1,019 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: not reported; 2025Q1: 1,311 shares; 2025Q2: 2,155 shares; 2025Q3: not reported; 2025Q4: 3,402 shares 3,402 $1.32M 0.02% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 6,311 shares; 2025Q3: 7,387 shares; 2025Q4: 7,505 shares 7,505 $1.32M 0.02% +118 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: 5,072 shares; 2025Q4: 5,846 shares 5,846 $1.31M 0.02% +774 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 570 shares; 2025Q1: 1,217 shares; 2025Q2: 1,301 shares; 2025Q3: 2,170 shares; 2025Q4: 2,378 shares 2,378 $1.31M 0.02% +208 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,863 shares; 2024Q4: 27,866 shares; 2025Q1: 27,667 shares; 2025Q2: 29,041 shares; 2025Q3: 31,182 shares; 2025Q4: 30,489 shares 30,489 $1.31M 0.02% -693 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 6,349 shares; 2025Q1: 6,431 shares; 2025Q2: 8,084 shares; 2025Q3: 3,515 shares; 2025Q4: 10,819 shares 10,819 $1.31M 0.02% +7,304 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,956 shares 33,956 $1.3M 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,650 shares; 2025Q1: 6,303 shares; 2025Q2: 7,106 shares; 2025Q3: 2,220 shares; 2025Q4: 6,300 shares 6,300 $1.29M 0.02% +4,080 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 856 shares; 2025Q1: 2,612 shares; 2025Q2: 1,301 shares; 2025Q3: 3,410 shares; 2025Q4: 3,688 shares 3,688 $1.29M 0.02% +278 Timeline HYBB 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: 10,651 shares; 2024Q4: 6,758 shares; 2025Q1: 10,929 shares; 2025Q2: 10,970 shares; 2025Q3: 44,388 shares; 2025Q4: 27,369 shares 27,369 $1.29M 0.02% -17,019 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,806 shares; 2025Q2: 26,558 shares; 2025Q3: 31,458 shares; 2025Q4: 27,716 shares 27,716 $1.28M 0.02% -3,742 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,729 shares; 2024Q4: 87,292 shares; 2025Q1: 34,160 shares; 2025Q2: 116,897 shares; 2025Q3: 36,077 shares; 2025Q4: 96,949 shares 96,949 $1.27M 0.02% +60,872 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: not reported; 2025Q1: 5,877 shares; 2025Q2: 8,392 shares; 2025Q3: 6,379 shares; 2025Q4: 5,715 shares 5,715 $1.27M 0.02% -664 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 8,183 shares; 2025Q1: 11,568 shares; 2025Q2: 10,698 shares; 2025Q3: 13,713 shares; 2025Q4: 13,124 shares 13,124 $1.26M 0.02% -589 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: not reported; 2025Q1: 10,137 shares; 2025Q2: 42,850 shares; 2025Q3: 80,405 shares; 2025Q4: 15,380 shares 15,380 $1.26M 0.02% -65,025 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,722 shares; 2025Q2: 4,352 shares; 2025Q3: 7,698 shares; 2025Q4: 6,419 shares 6,419 $1.25M 0.02% -1,279 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 19,583 shares; 2025Q2: 19,204 shares; 2025Q3: 29,260 shares; 2025Q4: 48,374 shares 48,374 $1.25M 0.02% +19,114 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: not reported; 2025Q1: 5,725 shares; 2025Q2: 8,648 shares; 2025Q3: 12,916 shares; 2025Q4: 12,823 shares 12,823 $1.25M 0.02% -93 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,276 shares; 2025Q1: 2,795 shares; 2025Q2: 4,474 shares; 2025Q3: 10,362 shares; 2025Q4: 5,491 shares 5,491 $1.24M 0.02% -4,871 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,917 shares; 2025Q3: 12,441 shares; 2025Q4: 11,381 shares 11,381 $1.23M 0.02% -1,060 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: 35,540 shares; 2025Q4: 38,215 shares 38,215 $1.23M 0.02% +2,675 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 4,194 shares; 2025Q1: 7,389 shares; 2025Q2: 8,888 shares; 2025Q3: 14,400 shares; 2025Q4: 14,473 shares 14,473 $1.23M 0.02% +73 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: not reported; 2025Q1: 10,409 shares; 2025Q2: 13,837 shares; 2025Q3: 17,014 shares; 2025Q4: 15,660 shares 15,660 $1.23M 0.02% -1,354 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 1,796 shares; 2025Q3: 5,836 shares; 2025Q4: 3,623 shares 3,623 $1.23M 0.02% -2,213 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 5,074 shares; 2025Q2: 9,105 shares; 2025Q3: 9,070 shares; 2025Q4: 9,788 shares 9,788 $1.23M 0.02% +718 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,177 shares; 2025Q2: 9,410 shares; 2025Q3: 7,203 shares; 2025Q4: 7,388 shares 7,388 $1.23M 0.02% +185 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 1,794 shares; 2025Q1: 4,265 shares; 2025Q2: 4,007 shares; 2025Q3: 5,097 shares; 2025Q4: 4,258 shares 4,258 $1.23M 0.02% -839 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: 4,249 shares; 2025Q3: 824 shares; 2025Q4: 4,245 shares 4,245 $1.22M 0.01% +3,421 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 6,774 shares; 2025Q1: 7,818 shares; 2025Q2: 4,831 shares; 2025Q3: 7,741 shares; 2025Q4: 6,021 shares 6,021 $1.21M 0.01% -1,720 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 4,468 shares; 2025Q2: 6,036 shares; 2025Q3: 4,255 shares; 2025Q4: 4,247 shares 4,247 $1.21M 0.01% -8 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,730 shares; 2024Q4: 296,741 shares; 2025Q1: 314,925 shares; 2025Q2: 314,356 shares; 2025Q3: 68,700 shares; 2025Q4: 20,544 shares 20,544 $1.21M 0.01% -48,156 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,767 shares; 2024Q4: 267,729 shares; 2025Q1: 260,362 shares; 2025Q2: 260,878 shares; 2025Q3: 395,899 shares; 2025Q4: 115,820 shares 115,820 $1.2M 0.01% -280,079 Timeline SF STIFEL FINL CORP More: the full row for STIFEL 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: 7,171 shares; 2025Q2: 2,525 shares; 2025Q3: 5,818 shares; 2025Q4: 9,584 shares 9,584 $1.2M 0.01% +3,766 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 1,919 shares; 2025Q1: 3,621 shares; 2025Q2: 4,152 shares; 2025Q3: 5,206 shares; 2025Q4: 5,618 shares 5,618 $1.2M 0.01% +412 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,677 shares; 2025Q1: 29,874 shares; 2025Q2: 23,495 shares; 2025Q3: 35,678 shares; 2025Q4: 45,534 shares 45,534 $1.2M 0.01% +9,856 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,630 shares; 2024Q4: 17,206 shares; 2025Q1: 17,458 shares; 2025Q2: 12,399 shares; 2025Q3: 23,911 shares; 2025Q4: 12,021 shares 12,021 $1.19M 0.01% -11,890 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 9,214 shares 9,214 $1.19M 0.01% +7,421 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,144 shares; 2025Q2: 44,424 shares; 2025Q3: 25,092 shares; 2025Q4: 42,087 shares 42,087 $1.19M 0.01% +16,995 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,598 shares; 2025Q4: 11,456 shares 11,456 $1.19M 0.01% +7,858 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: 39,346 shares; 2024Q4: 38,838 shares; 2025Q1: 58,708 shares; 2025Q2: 49,014 shares; 2025Q3: 42,219 shares; 2025Q4: 39,608 shares 39,608 $1.18M 0.01% -2,611 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,293 shares; 2024Q4: 11,087 shares; 2025Q1: 11,374 shares; 2025Q2: 11,285 shares; 2025Q3: 8,224 shares; 2025Q4: 12,217 shares 12,217 $1.18M 0.01% +3,993 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,079 shares; 2025Q2: 23,446 shares; 2025Q3: 44,290 shares; 2025Q4: 23,085 shares 23,085 $1.17M 0.01% -21,205 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: 6,433 shares; 2024Q4: 4,957 shares; 2025Q1: 8,064 shares; 2025Q2: 8,817 shares; 2025Q3: 8,717 shares; 2025Q4: 9,510 shares 9,510 $1.17M 0.01% +793 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: 5,357 shares; 2024Q4: 5,087 shares; 2025Q1: 5,544 shares; 2025Q2: not reported; 2025Q3: 5,618 shares; 2025Q4: 6,556 shares 6,556 $1.16M 0.01% +938 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: 22,165 shares; 2025Q3: 33,132 shares; 2025Q4: 39,799 shares 39,799 $1.16M 0.01% +6,667 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 16,963 shares; 2025Q2: 23,095 shares; 2025Q3: 41,665 shares; 2025Q4: 22,460 shares 22,460 $1.16M 0.01% -19,205 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,436 shares; 2025Q3: 22,629 shares; 2025Q4: 11,721 shares 11,721 $1.15M 0.01% -10,908 Timeline ETSY ETSY INC More: the full row for ETSY 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: 19,539 shares; 2025Q2: 19,679 shares; 2025Q3: 18,386 shares; 2025Q4: 20,606 shares 20,606 $1.14M 0.01% +2,220 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,207 shares; 2024Q4: 22,213 shares; 2025Q1: 22,577 shares; 2025Q2: 22,877 shares; 2025Q3: 23,689 shares; 2025Q4: 23,616 shares 23,616 $1.14M 0.01% -73 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS 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: 1,589 shares; 2025Q2: 3,500 shares; 2025Q3: 6,005 shares; 2025Q4: 5,891 shares 5,891 $1.13M 0.01% -114 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 8,706 shares; 2025Q3: 7,935 shares; 2025Q4: 8,272 shares 8,272 $1.12M 0.01% +337 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 9,245 shares; 2025Q1: 9,721 shares; 2025Q2: 10,566 shares; 2025Q3: 2,791 shares; 2025Q4: 10,486 shares 10,486 $1.12M 0.01% +7,695 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: 2,155 shares; 2024Q4: not reported; 2025Q1: 9,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,768 shares 5,768 $1.12M 0.01% new Timeline GAP GAP INC More: the full row for GAP 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: 16,854 shares; 2025Q2: 29,908 shares; 2025Q3: 29,797 shares; 2025Q4: 43,474 shares 43,474 $1.11M 0.01% +13,677 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,566 shares; 2025Q1: 2,721 shares; 2025Q2: 3,543 shares; 2025Q3: 4,586 shares; 2025Q4: 5,096 shares 5,096 $1.11M 0.01% +510 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,736 shares; 2025Q4: 28,607 shares 28,607 $1.1M 0.01% -16,129 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,940 shares; 2025Q1: 4,301 shares; 2025Q2: 5,023 shares; 2025Q3: 3,709 shares; 2025Q4: 3,981 shares 3,981 $1.1M 0.01% +272 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 5,019 shares; 2025Q2: 1,823 shares; 2025Q3: 4,536 shares; 2025Q4: 5,807 shares 5,807 $1.09M 0.01% +1,271 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,844 shares 43,844 $1.09M 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,489 shares; 2025Q2: 2,945 shares; 2025Q3: 2,297 shares; 2025Q4: 5,327 shares 5,327 $1.08M 0.01% +3,030 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 4,049 shares; 2025Q1: 5,306 shares; 2025Q2: 5,370 shares; 2025Q3: 8,362 shares; 2025Q4: 5,659 shares 5,659 $1.08M 0.01% -2,703 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,254 shares; 2024Q4: 21,634 shares; 2025Q1: 28,090 shares; 2025Q2: 30,144 shares; 2025Q3: 46,845 shares; 2025Q4: 32,563 shares 32,563 $1.07M 0.01% -14,282 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 340 shares; 2025Q1: 189 shares; 2025Q2: 368 shares; 2025Q3: 423 shares; 2025Q4: 312 shares 312 $1.06M 0.01% -111 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 4,106 shares; 2025Q2: not reported; 2025Q3: 8,398 shares; 2025Q4: 17,076 shares 17,076 $1.06M 0.01% +8,678 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: 2,701 shares; 2024Q4: 11,357 shares; 2025Q1: 12,724 shares; 2025Q2: 13,535 shares; 2025Q3: 6,980 shares; 2025Q4: 10,053 shares 10,053 $1.06M 0.01% +3,073 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: not reported; 2025Q1: 9,011 shares; 2025Q2: 9,517 shares; 2025Q3: 15,789 shares; 2025Q4: 13,360 shares 13,360 $1.05M 0.01% -2,429 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,466 shares; 2024Q4: 15,344 shares; 2025Q1: 16,222 shares; 2025Q2: 16,711 shares; 2025Q3: 31,756 shares; 2025Q4: 47,172 shares 47,172 $1.05M 0.01% +15,416 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,814 shares; 2025Q2: 8,316 shares; 2025Q3: 11,617 shares; 2025Q4: 10,198 shares 10,198 $1.05M 0.01% -1,419 Timeline SPSB 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: 44,873 shares; 2024Q4: 36,949 shares; 2025Q1: 42,060 shares; 2025Q2: 38,670 shares; 2025Q3: 62,211 shares; 2025Q4: 34,765 shares 34,765 $1.05M 0.01% -27,446 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 2,483 shares; 2025Q3: 6,864 shares; 2025Q4: 6,713 shares 6,713 $1.05M 0.01% -151 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,629 shares; 2025Q3: 5,699 shares; 2025Q4: 27,029 shares 27,029 $1.04M 0.01% +21,330 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: not reported; 2025Q1: 3,835 shares; 2025Q2: 4,875 shares; 2025Q3: 6,783 shares; 2025Q4: 5,035 shares 5,035 $1.04M 0.01% -1,748 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,323 shares; 2025Q3: 11,875 shares; 2025Q4: 14,914 shares 14,914 $1.03M 0.01% +3,039 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,988 shares; 2025Q2: 10,860 shares; 2025Q3: 18,612 shares; 2025Q4: 17,312 shares 17,312 $1.03M 0.01% -1,300 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS 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: 14,568 shares; 2025Q4: 33,587 shares 33,587 $1.02M 0.01% +19,019 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,681 shares; 2024Q4: 10,899 shares; 2025Q1: 11,916 shares; 2025Q2: 11,571 shares; 2025Q3: 14,863 shares; 2025Q4: 11,777 shares 11,777 $1.02M 0.01% -3,086 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,171 shares; 2024Q4: 56,159 shares; 2025Q1: 75,831 shares; 2025Q2: 48,694 shares; 2025Q3: 44,343 shares; 2025Q4: 9,459 shares 9,459 $1.01M 0.01% -34,884 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,916 shares; 2025Q3: 19,635 shares; 2025Q4: 21,292 shares 21,292 $1.01M 0.01% +1,657 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 10,041 shares 10,041 $1.01M 0.01% +7,728 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,693 shares; 2025Q2: 5,514 shares; 2025Q3: 21,904 shares; 2025Q4: 13,544 shares 13,544 $1.01M 0.01% -8,360 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: not reported; 2025Q4: 29,898 shares 29,898 $996K 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: 7,298 shares; 2024Q4: 7,167 shares; 2025Q1: 9,627 shares; 2025Q2: 10,151 shares; 2025Q3: 8,041 shares; 2025Q4: 22,233 shares 22,233 $994K 0.01% +14,192 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 3,528 shares; 2025Q1: 2,944 shares; 2025Q2: 2,485 shares; 2025Q3: 4,641 shares; 2025Q4: 3,351 shares 3,351 $984K 0.01% -1,290 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: 9,337 shares; 2025Q1: 16,283 shares; 2025Q2: 18,826 shares; 2025Q3: 16,733 shares; 2025Q4: 18,330 shares 18,330 $982K 0.01% +1,597 Timeline