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: 590,584 shares; 2024Q4: 604,015 shares; 2025Q1: 634,377 shares; 2025Q2: 652,262 shares; 2025Q3: 661,308 shares; 2025Q4: 670,026 shares 670,026 $459M 13.6% +8,718 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: 440,636 shares; 2024Q4: 422,231 shares; 2025Q1: 420,777 shares; 2025Q2: 414,977 shares; 2025Q3: 426,026 shares; 2025Q4: 450,150 shares 450,150 $218M 6.45% +24,124 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: 2,572,775 shares; 2024Q4: 2,669,084 shares; 2025Q1: 2,430,697 shares; 2025Q2: 2,707,671 shares; 2025Q3: 2,752,791 shares; 2025Q4: 2,785,505 shares 2,785,505 $174M 5.16% +32,714 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: 1,246,446 shares; 2024Q4: 1,297,502 shares; 2025Q1: 1,244,550 shares; 2025Q2: 974,439 shares; 2025Q3: 794,359 shares; 2025Q4: 829,412 shares 829,412 $155M 4.58% +35,053 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: 443,693 shares; 2024Q4: 473,443 shares; 2025Q1: 449,725 shares; 2025Q2: 487,468 shares; 2025Q3: 525,049 shares; 2025Q4: 517,475 shares 517,475 $141M 4.17% -7,574 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: 158,015 shares; 2024Q4: 156,792 shares; 2025Q1: 150,771 shares; 2025Q2: 143,831 shares; 2025Q3: 141,577 shares; 2025Q4: 140,755 shares 140,755 $96M 2.84% -822 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: 394,119 shares; 2024Q4: 395,885 shares; 2025Q1: 381,088 shares; 2025Q2: 384,823 shares; 2025Q3: 379,830 shares; 2025Q4: 389,189 shares 389,189 $89.8M 2.66% +9,359 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: 635,647 shares; 2024Q4: 636,091 shares; 2025Q1: 666,981 shares; 2025Q2: 692,660 shares; 2025Q3: 770,699 shares; 2025Q4: 842,389 shares 842,389 $84.1M 2.49% +71,690 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: 866,623 shares; 2024Q4: 869,528 shares; 2025Q1: 897,608 shares; 2025Q2: 921,258 shares; 2025Q3: 941,399 shares; 2025Q4: 1,001,854 shares 1,001,854 $79M 2.34% +60,455 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: 260,999 shares; 2024Q4: 262,704 shares; 2025Q1: 255,868 shares; 2025Q2: 249,387 shares; 2025Q3: 255,047 shares; 2025Q4: 248,619 shares 248,619 $77.8M 2.31% -6,428 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: 1,149,654 shares; 2024Q4: 3,295,732 shares; 2025Q1: 1,334,305 shares; 2025Q2: 1,266,376 shares; 2025Q3: 1,282,714 shares; 2025Q4: 1,342,680 shares 1,342,680 $72.2M 2.14% +59,966 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: 95,229 shares; 2024Q4: 94,329 shares; 2025Q1: 92,436 shares; 2025Q2: 93,061 shares; 2025Q3: 85,610 shares; 2025Q4: 87,882 shares 87,882 $55.1M 1.63% +2,272 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: 59,884 shares; 2024Q4: 65,053 shares; 2025Q1: 69,543 shares; 2025Q2: 62,821 shares; 2025Q3: 65,203 shares; 2025Q4: 68,536 shares 68,536 $45.2M 1.34% +3,333 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: 143,564 shares; 2024Q4: 141,952 shares; 2025Q1: 147,269 shares; 2025Q2: 132,036 shares; 2025Q3: 134,222 shares; 2025Q4: 130,400 shares 130,400 $45.1M 1.34% -3,822 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: 80,090 shares; 2024Q4: 82,703 shares; 2025Q1: 83,029 shares; 2025Q2: 81,680 shares; 2025Q3: 89,098 shares; 2025Q4: 87,839 shares 87,839 $44.2M 1.31% -1,259 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: 40,074 shares; 2024Q4: 39,166 shares; 2025Q1: 39,385 shares; 2025Q2: 38,845 shares; 2025Q3: 39,613 shares; 2025Q4: 40,069 shares 40,069 $34.6M 1.02% +456 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: 108,271 shares; 2024Q4: 108,130 shares; 2025Q1: 104,024 shares; 2025Q2: 99,610 shares; 2025Q3: 104,080 shares; 2025Q4: 105,589 shares 105,589 $34M 1.01% +1,509 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,639 shares; 2024Q4: 519,107 shares; 2025Q1: 515,163 shares; 2025Q2: 520,714 shares; 2025Q3: 520,709 shares; 2025Q4: 523,319 shares 523,319 $33.3M 0.99% +2,610 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: 26,754 shares; 2024Q4: 27,609 shares; 2025Q1: 26,108 shares; 2025Q2: 27,426 shares; 2025Q3: 27,155 shares; 2025Q4: 28,539 shares 28,539 $30.7M 0.91% +1,384 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,507 shares; 2025Q3: 17,548 shares; 2025Q4: 39,003 shares 39,003 $26.3M 0.78% +21,455 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: 79,165 shares; 2024Q4: 81,626 shares; 2025Q1: 63,751 shares; 2025Q2: 60,327 shares; 2025Q3: 82,406 shares; 2025Q4: 80,581 shares 80,581 $25.3M 0.75% -1,825 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: 81,250 shares; 2024Q4: 77,949 shares; 2025Q1: 77,415 shares; 2025Q2: 82,278 shares; 2025Q3: 96,216 shares; 2025Q4: 93,917 shares 93,917 $24.9M 0.74% -2,299 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,715 shares; 2024Q4: 17,362 shares; 2025Q1: 18,805 shares; 2025Q2: 19,862 shares; 2025Q3: 19,629 shares; 2025Q4: 20,270 shares 20,270 $24.6M 0.73% +641 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: 108,900 shares; 2024Q4: 109,163 shares; 2025Q1: 112,364 shares; 2025Q2: 113,696 shares; 2025Q3: 118,466 shares; 2025Q4: 123,942 shares 123,942 $24.2M 0.72% +5,476 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: 42,506 shares; 2024Q4: 41,400 shares; 2025Q1: 38,812 shares; 2025Q2: 35,424 shares; 2025Q3: 37,523 shares; 2025Q4: 38,673 shares 38,673 $23.8M 0.7% +1,150 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: 72,249 shares; 2024Q4: 72,274 shares; 2025Q1: 68,660 shares; 2025Q2: 63,025 shares; 2025Q3: 64,142 shares; 2025Q4: 65,180 shares 65,180 $22.9M 0.68% +1,038 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: 48,778 shares; 2024Q4: 45,180 shares; 2025Q1: 45,795 shares; 2025Q2: 45,413 shares; 2025Q3: 48,793 shares; 2025Q4: 49,877 shares 49,877 $22.4M 0.66% +1,084 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: 68,014 shares; 2024Q4: 66,231 shares; 2025Q1: 65,324 shares; 2025Q2: 65,200 shares; 2025Q3: 67,462 shares; 2025Q4: 66,436 shares 66,436 $22.3M 0.66% -1,026 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: 173,870 shares; 2024Q4: 175,511 shares; 2025Q1: 174,485 shares; 2025Q2: 161,399 shares; 2025Q3: 171,287 shares; 2025Q4: 183,001 shares 183,001 $22M 0.65% +11,714 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,365 shares; 2024Q4: 149,866 shares; 2025Q1: 156,122 shares; 2025Q2: 156,443 shares; 2025Q3: 160,498 shares; 2025Q4: 200,560 shares 200,560 $21.4M 0.63% +40,062 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: 56,391 shares; 2024Q4: 57,050 shares; 2025Q1: 50,811 shares; 2025Q2: 50,338 shares; 2025Q3: 48,451 shares; 2025Q4: 44,544 shares 44,544 $21.1M 0.62% -3,907 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: 96,605 shares; 2024Q4: 92,449 shares; 2025Q1: 87,738 shares; 2025Q2: 95,707 shares; 2025Q3: 98,466 shares; 2025Q4: 104,293 shares 104,293 $17.8M 0.53% +5,827 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: 114,932 shares; 2024Q4: 121,464 shares; 2025Q1: 126,542 shares; 2025Q2: 127,881 shares; 2025Q3: 131,717 shares; 2025Q4: 166,512 shares 166,512 $17.8M 0.53% +34,795 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,545 shares; 2024Q4: 26,197 shares; 2025Q1: 27,364 shares; 2025Q2: 29,135 shares; 2025Q3: 30,087 shares; 2025Q4: 30,169 shares 30,169 $17.5M 0.52% +82 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: 29,296 shares; 2024Q4: 29,103 shares; 2025Q1: 29,630 shares; 2025Q2: 30,284 shares; 2025Q3: 30,541 shares; 2025Q4: 29,852 shares 29,852 $17.1M 0.51% -689 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: 134,897 shares; 2024Q4: 137,763 shares; 2025Q1: 137,891 shares; 2025Q2: 127,449 shares; 2025Q3: 133,621 shares; 2025Q4: 134,161 shares 134,161 $16.8M 0.5% +540 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: 29,973 shares; 2024Q4: 30,090 shares; 2025Q1: 30,015 shares; 2025Q2: 26,826 shares; 2025Q3: 28,608 shares; 2025Q4: 29,242 shares 29,242 $16.7M 0.49% +634 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: 64,112 shares; 2024Q4: 65,696 shares; 2025Q1: 68,263 shares; 2025Q2: 67,543 shares; 2025Q3: 69,458 shares; 2025Q4: 69,214 shares 69,214 $15.8M 0.47% -244 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: 205,419 shares; 2024Q4: 189,441 shares; 2025Q1: 177,068 shares; 2025Q2: 160,209 shares; 2025Q3: 168,195 shares; 2025Q4: 167,135 shares 167,135 $15.6M 0.46% -1,060 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: 280,984 shares; 2024Q4: 275,108 shares; 2025Q1: 273,049 shares; 2025Q2: 261,585 shares; 2025Q3: 285,336 shares; 2025Q4: 278,236 shares 278,236 $15.3M 0.45% -7,100 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: 48,412 shares; 2024Q4: 48,057 shares; 2025Q1: 48,436 shares; 2025Q2: 40,766 shares; 2025Q3: 43,067 shares; 2025Q4: 44,409 shares 44,409 $15.3M 0.45% +1,342 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: 46,430 shares; 2024Q4: 46,109 shares; 2025Q1: 57,863 shares; 2025Q2: 61,959 shares; 2025Q3: 60,471 shares; 2025Q4: 57,109 shares 57,109 $14.7M 0.43% -3,362 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: 73,705 shares; 2024Q4: 75,055 shares; 2025Q1: 77,545 shares; 2025Q2: 80,243 shares; 2025Q3: 81,311 shares; 2025Q4: 61,340 shares 61,340 $14.2M 0.42% -19,971 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: 56,009 shares; 2024Q4: 55,644 shares; 2025Q1: 57,615 shares; 2025Q2: 55,927 shares; 2025Q3: 56,957 shares; 2025Q4: 59,049 shares 59,049 $12.1M 0.36% +2,092 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: 142,082 shares; 2024Q4: 154,494 shares; 2025Q1: 146,946 shares; 2025Q2: 139,938 shares; 2025Q3: 134,737 shares; 2025Q4: 125,624 shares 125,624 $12.1M 0.36% -9,113 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: 40,259 shares; 2024Q4: 40,722 shares; 2025Q1: 40,910 shares; 2025Q2: 41,818 shares; 2025Q3: 45,518 shares; 2025Q4: 44,679 shares 44,679 $12M 0.36% -839 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: 60,373 shares; 2024Q4: 60,966 shares; 2025Q1: 62,352 shares; 2025Q2: 64,583 shares; 2025Q3: 66,684 shares; 2025Q4: 65,336 shares 65,336 $12M 0.36% -1,348 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,062 shares; 2024Q4: 92,303 shares; 2025Q1: 90,524 shares; 2025Q2: 84,491 shares; 2025Q3: 86,433 shares; 2025Q4: 80,019 shares 80,019 $11.9M 0.35% -6,414 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: 102,419 shares; 2024Q4: 96,928 shares; 2025Q1: 94,858 shares; 2025Q2: 95,987 shares; 2025Q3: 106,245 shares; 2025Q4: 104,895 shares 104,895 $11.7M 0.35% -1,350 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: 73,515 shares; 2024Q4: 75,328 shares; 2025Q1: 73,181 shares; 2025Q2: 77,787 shares; 2025Q3: 86,065 shares; 2025Q4: 81,109 shares 81,109 $11.6M 0.34% -4,956 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: 242,777 shares; 2024Q4: 247,698 shares; 2025Q1: 238,904 shares; 2025Q2: 224,029 shares; 2025Q3: 219,888 shares; 2025Q4: 209,711 shares 209,711 $11.5M 0.34% -10,177 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: 13,728 shares; 2024Q4: 13,786 shares; 2025Q1: 14,123 shares; 2025Q2: 12,447 shares; 2025Q3: 12,838 shares; 2025Q4: 13,977 shares 13,977 $11.5M 0.34% +1,139 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,932 shares; 2024Q4: 139,930 shares; 2025Q1: 139,968 shares; 2025Q2: 134,926 shares; 2025Q3: 134,911 shares; 2025Q4: 132,138 shares 132,138 $11.4M 0.34% -2,773 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: 63,534 shares; 2024Q4: 59,832 shares; 2025Q1: 55,974 shares; 2025Q2: 49,527 shares; 2025Q3: 51,267 shares; 2025Q4: 52,756 shares 52,756 $10.9M 0.32% +1,489 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: 3,430 shares; 2024Q4: 5,807 shares; 2025Q1: 37,632 shares; 2025Q2: 44,535 shares; 2025Q3: 49,306 shares; 2025Q4: 48,600 shares 48,600 $10.4M 0.31% -706 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: 155,436 shares; 2024Q4: 159,607 shares; 2025Q1: 173,837 shares; 2025Q2: 126,799 shares; 2025Q3: 123,424 shares; 2025Q4: 128,419 shares 128,419 $10.3M 0.31% +4,995 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,538 shares 275,538 $10.3M 0.31% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,279 shares; 2024Q4: 118,572 shares; 2025Q1: 117,234 shares; 2025Q2: 120,179 shares; 2025Q3: 122,298 shares; 2025Q4: 127,663 shares 127,663 $9.83M 0.29% +5,365 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: 171,742 shares; 2024Q4: 166,868 shares; 2025Q1: 166,114 shares; 2025Q2: 108,122 shares; 2025Q3: 107,628 shares; 2025Q4: 108,323 shares 108,323 $9.69M 0.29% +695 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: 8,707 shares; 2024Q4: 8,793 shares; 2025Q1: 8,985 shares; 2025Q2: 9,025 shares; 2025Q3: 10,152 shares; 2025Q4: 101,704 shares 101,704 $9.54M 0.28% +91,552 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: 32,368 shares; 2024Q4: 32,295 shares; 2025Q1: 33,635 shares; 2025Q2: 33,481 shares; 2025Q3: 33,539 shares; 2025Q4: 34,296 shares 34,296 $9.44M 0.28% +757 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,560 shares; 2024Q4: 233,323 shares; 2025Q1: 226,910 shares; 2025Q2: 241,284 shares; 2025Q3: 225,274 shares; 2025Q4: 233,761 shares 233,761 $9.43M 0.28% +8,487 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: 58,584 shares; 2024Q4: 58,595 shares; 2025Q1: 53,853 shares; 2025Q2: 55,218 shares; 2025Q3: 59,056 shares; 2025Q4: 61,176 shares 61,176 $9.32M 0.28% +2,120 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: 70,039 shares; 2024Q4: 71,106 shares; 2025Q1: 71,741 shares; 2025Q2: 84,876 shares; 2025Q3: 86,415 shares; 2025Q4: 87,135 shares 87,135 $9.17M 0.27% +720 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,351 shares; 2025Q3: 78,347 shares; 2025Q4: 100,888 shares 100,888 $8.8M 0.26% +22,541 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: 23,266 shares; 2024Q4: 23,257 shares; 2025Q1: 23,281 shares; 2025Q2: 23,125 shares; 2025Q3: 23,461 shares; 2025Q4: 23,522 shares 23,522 $8.7M 0.26% +61 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: 34,894 shares; 2024Q4: 35,099 shares; 2025Q1: 23,708 shares; 2025Q2: 33,040 shares; 2025Q3: 26,438 shares; 2025Q4: 26,017 shares 26,017 $8.59M 0.25% -421 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: 12,693 shares; 2024Q4: 15,896 shares; 2025Q1: 17,548 shares; 2025Q2: 15,578 shares; 2025Q3: 21,698 shares; 2025Q4: 21,405 shares 21,405 $8.48M 0.25% -293 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: 42,895 shares; 2024Q4: 43,333 shares; 2025Q1: 44,849 shares; 2025Q2: 42,482 shares; 2025Q3: 46,682 shares; 2025Q4: 52,582 shares 52,582 $8.43M 0.25% +5,900 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: 21,498 shares; 2024Q4: 20,509 shares; 2025Q1: 22,799 shares; 2025Q2: 21,183 shares; 2025Q3: 22,371 shares; 2025Q4: 24,088 shares 24,088 $8.43M 0.25% +1,717 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,132 shares; 2025Q1: 34,289 shares; 2025Q2: 78,717 shares; 2025Q3: 79,065 shares; 2025Q4: 83,452 shares 83,452 $8.33M 0.25% +4,387 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: 7,463 shares; 2024Q4: 7,535 shares; 2025Q1: 7,260 shares; 2025Q2: 13,800 shares; 2025Q3: 13,998 shares; 2025Q4: 14,535 shares 14,535 $8.23M 0.24% +537 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: 29,670 shares; 2024Q4: 29,249 shares; 2025Q1: 29,223 shares; 2025Q2: 27,597 shares; 2025Q3: 26,155 shares; 2025Q4: 24,236 shares 24,236 $7.72M 0.23% -1,919 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: 30,804 shares; 2024Q4: 30,693 shares; 2025Q1: 31,341 shares; 2025Q2: 30,978 shares; 2025Q3: 34,034 shares; 2025Q4: 38,172 shares 38,172 $7.45M 0.22% +4,138 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: 12,268 shares; 2024Q4: 12,588 shares; 2025Q1: 13,287 shares; 2025Q2: 13,594 shares; 2025Q3: 14,206 shares; 2025Q4: 15,187 shares 15,187 $7.35M 0.22% +981 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: 111,326 shares; 2024Q4: 105,872 shares; 2025Q1: 103,194 shares; 2025Q2: 102,709 shares; 2025Q3: 98,272 shares; 2025Q4: 99,699 shares 99,699 $7.33M 0.22% +1,427 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: 21,159 shares; 2024Q4: 21,099 shares; 2025Q1: 21,573 shares; 2025Q2: 20,562 shares; 2025Q3: 22,568 shares; 2025Q4: 23,524 shares 23,524 $7.19M 0.21% +956 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: 87,272 shares; 2024Q4: 99,034 shares; 2025Q1: 101,413 shares; 2025Q2: 84,603 shares; 2025Q3: 92,690 shares; 2025Q4: 102,653 shares 102,653 $7.18M 0.21% +9,963 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,808 shares; 2025Q4: 207,276 shares 207,276 $7.01M 0.21% -6,532 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: 23,924 shares; 2024Q4: 24,089 shares; 2025Q1: 24,446 shares; 2025Q2: 22,959 shares; 2025Q3: 23,294 shares; 2025Q4: 23,645 shares 23,645 $6.86M 0.2% +351 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: 6,107 shares; 2024Q4: 13,767 shares; 2025Q1: 37,161 shares; 2025Q2: 36,709 shares; 2025Q3: 35,040 shares; 2025Q4: 36,763 shares 36,763 $6.77M 0.2% +1,723 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 23,709 shares 23,709 $6.77M 0.2% +21,002 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: 65,023 shares; 2024Q4: 66,026 shares; 2025Q1: 55,691 shares; 2025Q2: 55,091 shares; 2025Q3: 52,862 shares; 2025Q4: 46,321 shares 46,321 $6.34M 0.19% -6,541 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: 13,202 shares; 2024Q4: 13,309 shares; 2025Q1: 13,765 shares; 2025Q2: 14,033 shares; 2025Q3: 14,231 shares; 2025Q4: 14,711 shares 14,711 $6.27M 0.19% +480 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 11,499 shares; 2025Q1: 11,607 shares; 2025Q2: 11,492 shares; 2025Q3: 11,688 shares; 2025Q4: 11,819 shares 11,819 $6.18M 0.18% +131 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,787 shares; 2025Q1: 5,884 shares; 2025Q2: 5,362 shares; 2025Q3: 5,565 shares; 2025Q4: 5,955 shares 5,955 $6.01M 0.18% +390 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: 80,758 shares; 2024Q4: 79,236 shares; 2025Q1: 82,996 shares; 2025Q2: 73,307 shares; 2025Q3: 69,565 shares; 2025Q4: 67,697 shares 67,697 $5.99M 0.18% -1,868 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 7,911 shares; 2025Q1: 7,228 shares; 2025Q2: 7,753 shares; 2025Q3: 26,635 shares; 2025Q4: 26,027 shares 26,027 $5.89M 0.17% -608 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: 12,574 shares; 2024Q4: 12,566 shares; 2025Q1: 12,568 shares; 2025Q2: 12,559 shares; 2025Q3: 12,559 shares; 2025Q4: 12,562 shares 12,562 $5.85M 0.17% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,800 shares; 2025Q4: 51,760 shares 51,760 $5.52M 0.16% +3,960 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,525 shares; 2025Q1: 7,035 shares; 2025Q2: 7,486 shares; 2025Q3: 7,397 shares; 2025Q4: 7,302 shares 7,302 $5.5M 0.16% -95 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: 36,688 shares; 2024Q4: 36,257 shares; 2025Q1: 34,719 shares; 2025Q2: 36,621 shares; 2025Q3: 40,963 shares; 2025Q4: 38,430 shares 38,430 $5.44M 0.16% -2,533 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: 9,087 shares; 2024Q4: 9,190 shares; 2025Q1: 8,242 shares; 2025Q2: 9,521 shares; 2025Q3: 9,227 shares; 2025Q4: 8,916 shares 8,916 $5.39M 0.16% -311 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: not reported; 2025Q1: not reported; 2025Q2: 18,093 shares; 2025Q3: 18,175 shares; 2025Q4: 21,187 shares 21,187 $5.36M 0.16% +3,012 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,617 shares; 2024Q4: 22,970 shares; 2025Q1: 23,839 shares; 2025Q2: 23,393 shares; 2025Q3: 23,279 shares; 2025Q4: 23,176 shares 23,176 $5.27M 0.16% -103 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: 29,876 shares; 2024Q4: 30,166 shares; 2025Q1: 29,248 shares; 2025Q2: 29,059 shares; 2025Q3: 30,069 shares; 2025Q4: 32,876 shares 32,876 $5.26M 0.16% +2,807 Timeline SCHZ 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: 156,013 shares; 2024Q4: 284,307 shares; 2025Q1: 266,167 shares; 2025Q2: 248,152 shares; 2025Q3: 234,233 shares; 2025Q4: 219,415 shares 219,415 $5.13M 0.15% -14,818 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 14,904 shares; 2025Q1: 14,763 shares; 2025Q2: 14,410 shares; 2025Q3: 14,483 shares; 2025Q4: 14,705 shares 14,705 $5.07M 0.15% +222 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: 18,942 shares; 2024Q4: 19,481 shares; 2025Q1: 21,377 shares; 2025Q2: 20,296 shares; 2025Q3: 20,740 shares; 2025Q4: 19,143 shares 19,143 $4.94M 0.15% -1,597 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,624 shares; 2024Q4: 57,397 shares; 2025Q1: 58,022 shares; 2025Q2: 54,995 shares; 2025Q3: 60,179 shares; 2025Q4: 58,602 shares 58,602 $4.93M 0.15% -1,577 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: 72,848 shares; 2024Q4: 73,574 shares; 2025Q1: 29,645 shares; 2025Q2: 28,087 shares; 2025Q3: 28,168 shares; 2025Q4: 28,401 shares 28,401 $4.93M 0.15% +233 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: 17,368 shares; 2024Q4: 17,327 shares; 2025Q1: 17,445 shares; 2025Q2: 16,253 shares; 2025Q3: 17,317 shares; 2025Q4: 18,794 shares 18,794 $4.83M 0.14% +1,477 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: 46,178 shares; 2024Q4: 45,277 shares; 2025Q1: 44,784 shares; 2025Q2: 41,544 shares; 2025Q3: 39,788 shares; 2025Q4: 39,369 shares 39,369 $4.76M 0.14% -419 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: 69,092 shares; 2024Q4: 66,399 shares; 2025Q1: 59,768 shares; 2025Q2: 85,622 shares; 2025Q3: 134,809 shares; 2025Q4: 91,080 shares 91,080 $4.63M 0.14% -43,729 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: 14,830 shares; 2024Q4: 13,831 shares; 2025Q1: 13,615 shares; 2025Q2: 14,028 shares; 2025Q3: 15,406 shares; 2025Q4: 15,613 shares 15,613 $4.62M 0.14% +207 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: 30,406 shares; 2024Q4: 30,737 shares; 2025Q1: 33,889 shares; 2025Q2: 32,538 shares; 2025Q3: 32,314 shares; 2025Q4: 32,079 shares 32,079 $4.62M 0.14% -235 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,361 shares; 2024Q4: 66,660 shares; 2025Q1: 68,878 shares; 2025Q2: 71,482 shares; 2025Q3: 75,880 shares; 2025Q4: 77,771 shares 77,771 $4.47M 0.13% +1,891 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 3,426 shares; 2025Q4: 37,117 shares 37,117 $4.44M 0.13% +33,691 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,087 shares; 2024Q4: 61,062 shares; 2025Q1: 62,418 shares; 2025Q2: 55,337 shares; 2025Q3: 57,120 shares; 2025Q4: 57,299 shares 57,299 $4.39M 0.13% +179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,528 shares; 2025Q4: 77,025 shares 77,025 $4.38M 0.13% +15,497 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,552 shares; 2024Q4: 36,720 shares; 2025Q1: 38,644 shares; 2025Q2: 35,801 shares; 2025Q3: 37,076 shares; 2025Q4: 38,920 shares 38,920 $4.29M 0.13% +1,844 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 11,425 shares; 2025Q1: 12,064 shares; 2025Q2: 11,420 shares; 2025Q3: 11,420 shares; 2025Q4: 11,420 shares 11,420 $4.26M 0.13% 0 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: 146,165 shares; 2024Q4: 148,538 shares; 2025Q1: 154,982 shares; 2025Q2: 154,286 shares; 2025Q3: 160,022 shares; 2025Q4: 170,839 shares 170,839 $4.24M 0.13% +10,817 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,492 shares; 2024Q4: 20,682 shares; 2025Q1: 21,116 shares; 2025Q2: 19,130 shares; 2025Q3: 19,421 shares; 2025Q4: 20,368 shares 20,368 $4.24M 0.13% +947 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: 16,428 shares; 2024Q4: 16,331 shares; 2025Q1: 17,508 shares; 2025Q2: 16,212 shares; 2025Q3: 17,068 shares; 2025Q4: 17,131 shares 17,131 $4.22M 0.12% +63 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: 100,513 shares; 2024Q4: 100,732 shares; 2025Q1: 102,744 shares; 2025Q2: 105,451 shares; 2025Q3: 104,970 shares; 2025Q4: 103,524 shares 103,524 $4.22M 0.12% -1,446 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: 35,426 shares; 2024Q4: 35,426 shares; 2025Q1: 31,791 shares; 2025Q2: 35,061 shares; 2025Q3: 36,081 shares; 2025Q4: 37,049 shares 37,049 $4.22M 0.12% +968 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: 72,857 shares; 2024Q4: 73,429 shares; 2025Q1: 73,692 shares; 2025Q2: 68,045 shares; 2025Q3: 69,008 shares; 2025Q4: 72,120 shares 72,120 $4.16M 0.12% +3,112 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,849 shares; 2024Q4: 34,755 shares; 2025Q1: 36,940 shares; 2025Q2: 40,446 shares; 2025Q3: 34,066 shares; 2025Q4: 32,347 shares 32,347 $4.07M 0.12% -1,719 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: 2,170 shares; 2025Q1: 15,968 shares; 2025Q2: 14,625 shares; 2025Q3: 14,765 shares; 2025Q4: 14,116 shares 14,116 $4M 0.12% -649 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: 16,460 shares; 2024Q4: 16,514 shares; 2025Q1: 16,991 shares; 2025Q2: 15,272 shares; 2025Q3: 16,440 shares; 2025Q4: 16,547 shares 16,547 $3.99M 0.12% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,247 shares; 2025Q4: 130,596 shares 130,596 $3.94M 0.12% -3,651 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,687 shares 156,687 $3.94M 0.12% new 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: 27,187 shares; 2024Q4: 17,614 shares; 2025Q1: 27,801 shares; 2025Q2: 28,880 shares; 2025Q3: 47,967 shares; 2025Q4: 47,469 shares 47,469 $3.85M 0.11% -498 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 13,602 shares; 2025Q1: 14,412 shares; 2025Q2: 16,861 shares; 2025Q3: 16,834 shares; 2025Q4: 17,740 shares 17,740 $3.85M 0.11% +906 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: 10,059 shares; 2024Q4: 9,935 shares; 2025Q1: 10,773 shares; 2025Q2: 10,963 shares; 2025Q3: 12,140 shares; 2025Q4: 12,360 shares 12,360 $3.81M 0.11% +220 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: 13,187 shares; 2024Q4: 13,048 shares; 2025Q1: 11,663 shares; 2025Q2: 10,465 shares; 2025Q3: 11,082 shares; 2025Q4: 11,231 shares 11,231 $3.68M 0.11% +149 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 28,125 shares; 2025Q1: 32,388 shares; 2025Q2: 49,298 shares; 2025Q3: 58,726 shares; 2025Q4: 72,733 shares 72,733 $3.61M 0.11% +14,007 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,066 shares; 2025Q2: 1,097 shares; 2025Q3: 1,090 shares; 2025Q4: 1,064 shares 1,064 $3.61M 0.11% -26 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 8,610 shares; 2025Q1: 8,640 shares; 2025Q2: 8,927 shares; 2025Q3: 8,901 shares; 2025Q4: 52,786 shares 52,786 $3.55M 0.11% +43,885 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,934 shares; 2024Q4: 24,208 shares; 2025Q1: 25,742 shares; 2025Q2: 24,843 shares; 2025Q3: 24,912 shares; 2025Q4: 24,911 shares 24,911 $3.47M 0.1% -1 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: 91,975 shares; 2024Q4: 91,975 shares; 2025Q1: 91,975 shares; 2025Q2: 87,039 shares; 2025Q3: 87,039 shares; 2025Q4: 87,036 shares 87,036 $3.45M 0.1% -3 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,917 shares; 2024Q4: 60,573 shares; 2025Q1: 62,014 shares; 2025Q2: 65,160 shares; 2025Q3: 65,540 shares; 2025Q4: 68,715 shares 68,715 $3.44M 0.1% +3,175 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: 46,458 shares; 2024Q4: 40,953 shares; 2025Q1: 39,862 shares; 2025Q2: 50,240 shares; 2025Q3: 41,078 shares; 2025Q4: 36,291 shares 36,291 $3.4M 0.1% -4,787 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,009 shares; 2025Q1: 12,021 shares; 2025Q2: 11,922 shares; 2025Q3: 12,358 shares; 2025Q4: 10,314 shares 10,314 $3.34M 0.1% -2,044 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: 45,369 shares; 2025Q2: 41,875 shares; 2025Q3: 39,621 shares; 2025Q4: 40,672 shares 40,672 $3.34M 0.1% +1,051 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,024 shares; 2024Q4: 35,356 shares; 2025Q1: 35,890 shares; 2025Q2: 34,258 shares; 2025Q3: 34,876 shares; 2025Q4: 36,281 shares 36,281 $3.2M 0.09% +1,405 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 29,596 shares; 2025Q1: 32,785 shares; 2025Q2: 30,184 shares; 2025Q3: 29,962 shares; 2025Q4: 30,907 shares 30,907 $3.18M 0.09% +945 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU 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: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 177,858 shares 177,858 $3.15M 0.09% +132,858 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: 70,806 shares; 2024Q4: 146,009 shares; 2025Q1: 163,027 shares; 2025Q2: 125,589 shares; 2025Q3: 125,393 shares; 2025Q4: 130,639 shares 130,639 $3.14M 0.09% +5,246 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: 15,060 shares; 2024Q4: 15,576 shares; 2025Q1: 14,790 shares; 2025Q2: 14,950 shares; 2025Q3: 47,124 shares; 2025Q4: 46,659 shares 46,659 $3.08M 0.09% -465 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,077 shares; 2024Q4: 222,083 shares; 2025Q1: 350,614 shares; 2025Q2: 262,925 shares; 2025Q3: 332,853 shares; 2025Q4: 528,356 shares 528,356 $3.04M 0.09% +195,503 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: 10,098 shares; 2024Q4: 8,314 shares; 2025Q1: 10,001 shares; 2025Q2: 9,784 shares; 2025Q3: 9,784 shares; 2025Q4: 9,654 shares 9,654 $3.04M 0.09% -130 Timeline AMLP 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: 56,703 shares; 2024Q4: 56,666 shares; 2025Q1: 58,484 shares; 2025Q2: 61,455 shares; 2025Q3: 61,808 shares; 2025Q4: 62,772 shares 62,772 $2.95M 0.09% +964 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,743 shares; 2025Q4: 31,003 shares 31,003 $2.95M 0.09% +1,260 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: 59,702 shares; 2024Q4: 59,702 shares; 2025Q1: 62,525 shares; 2025Q2: 79,711 shares; 2025Q3: 81,041 shares; 2025Q4: 81,041 shares 81,041 $2.91M 0.09% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,313 shares; 2024Q4: 65,339 shares; 2025Q1: 64,332 shares; 2025Q2: 37,336 shares; 2025Q3: 35,854 shares; 2025Q4: 65,712 shares 65,712 $2.81M 0.08% +29,858 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: 14,966 shares; 2024Q4: 14,360 shares; 2025Q1: 13,951 shares; 2025Q2: 13,780 shares; 2025Q3: 13,731 shares; 2025Q4: 13,881 shares 13,881 $2.76M 0.08% +150 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: 75,646 shares; 2024Q4: 45,751 shares; 2025Q1: 36,683 shares; 2025Q2: 49,548 shares; 2025Q3: 45,447 shares; 2025Q4: 46,724 shares 46,724 $2.73M 0.08% +1,277 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,128 shares 21,128 $2.73M 0.08% new 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: 21,772 shares; 2024Q4: 19,838 shares; 2025Q1: 19,814 shares; 2025Q2: 19,769 shares; 2025Q3: 19,225 shares; 2025Q4: 18,631 shares 18,631 $2.63M 0.08% -594 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,411 shares; 2024Q4: 46,843 shares; 2025Q1: 48,431 shares; 2025Q2: 47,670 shares; 2025Q3: 79,401 shares; 2025Q4: 79,584 shares 79,584 $2.63M 0.08% +183 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: 13,752 shares; 2024Q4: 13,697 shares; 2025Q1: 13,661 shares; 2025Q2: 13,635 shares; 2025Q3: 13,680 shares; 2025Q4: 14,069 shares 14,069 $2.61M 0.08% +389 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: 35,940 shares; 2025Q1: 37,569 shares; 2025Q2: 38,505 shares; 2025Q3: 38,640 shares; 2025Q4: 40,458 shares 40,458 $2.57M 0.08% +1,818 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,985 shares; 2025Q4: 86,413 shares 86,413 $2.54M 0.08% +4,428 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,266 shares; 2024Q4: 17,438 shares; 2025Q1: 15,271 shares; 2025Q2: 22,621 shares; 2025Q3: 22,592 shares; 2025Q4: 23,314 shares 23,314 $2.5M 0.07% +722 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: 36,491 shares; 2024Q4: 37,337 shares; 2025Q1: 37,016 shares; 2025Q2: 71,309 shares; 2025Q3: 26,139 shares; 2025Q4: 25,522 shares 25,522 $2.49M 0.07% -617 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,702 shares 9,702 $2.48M 0.07% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,927 shares; 2025Q4: 20,741 shares 20,741 $2.48M 0.07% +3,814 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: 37,972 shares; 2024Q4: 35,472 shares; 2025Q1: 36,093 shares; 2025Q2: 20,950 shares; 2025Q3: 22,069 shares; 2025Q4: 21,195 shares 21,195 $2.47M 0.07% -874 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: 8,162 shares; 2024Q4: 9,489 shares; 2025Q1: 11,107 shares; 2025Q2: 11,398 shares; 2025Q3: 11,447 shares; 2025Q4: 12,912 shares 12,912 $2.47M 0.07% +1,465 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: 2,731 shares; 2024Q4: 2,116 shares; 2025Q1: 2,911 shares; 2025Q2: 2,917 shares; 2025Q3: 5,621 shares; 2025Q4: 5,218 shares 5,218 $2.45M 0.07% -403 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,336 shares; 2025Q1: 8,520 shares; 2025Q2: 9,258 shares; 2025Q3: 8,783 shares; 2025Q4: 8,783 shares 8,783 $2.42M 0.07% 0 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: 25,858 shares; 2024Q4: 25,285 shares; 2025Q1: 25,184 shares; 2025Q2: 24,008 shares; 2025Q3: 24,170 shares; 2025Q4: 25,166 shares 25,166 $2.42M 0.07% +996 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: 20,028 shares; 2024Q4: 20,029 shares; 2025Q1: 20,031 shares; 2025Q2: 19,545 shares; 2025Q3: 19,548 shares; 2025Q4: 19,551 shares 19,551 $2.41M 0.07% +3 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,267 shares; 2024Q4: 39,205 shares; 2025Q1: 49,669 shares; 2025Q2: 48,931 shares; 2025Q3: 51,551 shares; 2025Q4: 61,930 shares 61,930 $2.38M 0.07% +10,379 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: 12,561 shares; 2024Q4: 12,267 shares; 2025Q1: 12,696 shares; 2025Q2: 12,575 shares; 2025Q3: 12,667 shares; 2025Q4: 13,235 shares 13,235 $2.35M 0.07% +568 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: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 4 shares; 2025Q4: 3 shares 3 $2.26M 0.07% -1 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: 37,226 shares; 2024Q4: 36,686 shares; 2025Q1: 37,501 shares; 2025Q2: 35,599 shares; 2025Q3: 33,477 shares; 2025Q4: 32,859 shares 32,859 $2.21M 0.07% -618 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: 1,938 shares; 2024Q4: 4,144 shares; 2025Q1: 3,658 shares; 2025Q2: 3,659 shares; 2025Q3: 3,933 shares; 2025Q4: 4,527 shares 4,527 $2.21M 0.07% +594 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,742 shares; 2024Q4: 24,616 shares; 2025Q1: 24,392 shares; 2025Q2: 22,216 shares; 2025Q3: 22,108 shares; 2025Q4: 20,523 shares 20,523 $2.15M 0.06% -1,585 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,533 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 181,693 shares 181,693 $2.14M 0.06% +81,693 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: 4,148 shares; 2024Q4: 5,418 shares; 2025Q1: 5,183 shares; 2025Q2: 7,292 shares; 2025Q3: 7,511 shares; 2025Q4: 14,786 shares 14,786 $2.13M 0.06% +7,275 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,200 shares; 2024Q4: 442,500 shares; 2025Q1: 442,500 shares; 2025Q2: 442,500 shares; 2025Q3: 442,500 shares; 2025Q4: 442,500 shares 442,500 $2.13M 0.06% 0 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 94,879 shares; 2025Q4: 141,379 shares 141,379 $2.07M 0.06% +46,500 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: 3,284 shares; 2024Q4: 3,214 shares; 2025Q1: 3,072 shares; 2025Q2: 3,046 shares; 2025Q3: 3,404 shares; 2025Q4: 3,428 shares 3,428 $2.07M 0.06% +24 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,238 shares; 2024Q4: 611,238 shares; 2025Q1: 611,238 shares; 2025Q2: 596,788 shares; 2025Q3: 536,788 shares; 2025Q4: 536,788 shares 536,788 $2.06M 0.06% 0 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: 25,604 shares; 2024Q4: 25,607 shares; 2025Q1: 20,669 shares; 2025Q2: 20,330 shares; 2025Q3: 20,499 shares; 2025Q4: 19,558 shares 19,558 $2.05M 0.06% -941 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,182 shares; 2024Q4: 47,182 shares; 2025Q1: 47,162 shares; 2025Q2: 47,162 shares; 2025Q3: 44,815 shares; 2025Q4: 44,724 shares 44,724 $1.98M 0.06% -91 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,949 shares; 2024Q4: 31,560 shares; 2025Q1: 31,560 shares; 2025Q2: 22,500 shares; 2025Q3: 62,500 shares; 2025Q4: 86,000 shares 86,000 $1.92M 0.06% +23,500 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: 42,990 shares; 2024Q4: 98,555 shares; 2025Q1: 84,846 shares; 2025Q2: 69,965 shares; 2025Q3: 70,018 shares; 2025Q4: 69,688 shares 69,688 $1.88M 0.06% -330 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,425 shares; 2025Q1: 6,428 shares; 2025Q2: 6,422 shares; 2025Q3: 6,434 shares; 2025Q4: 6,437 shares 6,437 $1.86M 0.06% +3 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: 2,808 shares; 2024Q4: 3,063 shares; 2025Q1: 2,871 shares; 2025Q2: 2,943 shares; 2025Q3: 2,992 shares; 2025Q4: 2,815 shares 2,815 $1.84M 0.05% -177 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH 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: 324,472 shares 324,472 $1.8M 0.05% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,166 shares; 2025Q3: 20,166 shares; 2025Q4: 20,936 shares 20,936 $1.79M 0.05% +770 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,996 shares; 2024Q4: 9,251 shares; 2025Q1: 8,464 shares; 2025Q2: 7,717 shares; 2025Q3: 8,172 shares; 2025Q4: 8,142 shares 8,142 $1.77M 0.05% -30 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: 3,744 shares; 2024Q4: 3,840 shares; 2025Q1: 4,352 shares; 2025Q2: 4,649 shares; 2025Q3: 5,482 shares; 2025Q4: 5,764 shares 5,764 $1.75M 0.05% +282 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: 84,481 shares; 2024Q4: 81,784 shares; 2025Q1: 89,185 shares; 2025Q2: 82,101 shares; 2025Q3: 78,611 shares; 2025Q4: 78,488 shares 78,488 $1.75M 0.05% -123 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 6,451 shares; 2025Q1: 10,076 shares; 2025Q2: 7,454 shares; 2025Q3: 9,704 shares; 2025Q4: 7,841 shares 7,841 $1.72M 0.05% -1,863 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,714 shares; 2024Q4: 31,967 shares; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: 4,965 shares; 2025Q4: 4,976 shares 4,976 $1.68M 0.05% +11 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,498 shares; 2025Q4: 35,770 shares 35,770 $1.68M 0.05% +272 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: 10,467 shares; 2024Q4: 10,470 shares; 2025Q1: 11,475 shares; 2025Q2: 11,479 shares; 2025Q3: 8,257 shares; 2025Q4: 8,258 shares 8,258 $1.65M 0.05% +1 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: 5,615 shares; 2024Q4: 5,616 shares; 2025Q1: 5,590 shares; 2025Q2: 5,450 shares; 2025Q3: 5,464 shares; 2025Q4: 5,688 shares 5,688 $1.64M 0.05% +224 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190,000 shares; 2025Q4: 190,024 shares 190,024 $1.59M 0.05% +24 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: 9,907 shares; 2024Q4: 9,935 shares; 2025Q1: 9,950 shares; 2025Q2: 9,642 shares; 2025Q3: 9,450 shares; 2025Q4: 9,686 shares 9,686 $1.58M 0.05% +236 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: 33,067 shares; 2024Q4: 35,414 shares; 2025Q1: 36,651 shares; 2025Q2: 35,458 shares; 2025Q3: 31,427 shares; 2025Q4: 31,087 shares 31,087 $1.56M 0.05% -340 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: 8,687 shares; 2024Q4: 9,627 shares; 2025Q1: 9,097 shares; 2025Q2: 6,875 shares; 2025Q3: 9,312 shares; 2025Q4: 10,019 shares 10,019 $1.54M 0.05% +707 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,925 shares; 2024Q4: 9,583 shares; 2025Q1: 12,888 shares; 2025Q2: 12,427 shares; 2025Q3: 12,360 shares; 2025Q4: 19,003 shares 19,003 $1.53M 0.05% +6,643 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: 6,060 shares; 2024Q4: 7,683 shares; 2025Q1: 7,688 shares; 2025Q2: 7,750 shares; 2025Q3: 8,121 shares; 2025Q4: 7,270 shares 7,270 $1.53M 0.05% -851 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: 16,644 shares; 2024Q4: 17,549 shares; 2025Q1: 17,598 shares; 2025Q2: 16,880 shares; 2025Q3: 16,708 shares; 2025Q4: 33,448 shares 33,448 $1.5M 0.04% +16,740 Timeline ESML 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: 30,950 shares; 2025Q4: 32,208 shares 32,208 $1.48M 0.04% +1,258 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: 10,299 shares; 2024Q4: 10,550 shares; 2025Q1: 10,831 shares; 2025Q2: 10,814 shares; 2025Q3: 10,285 shares; 2025Q4: 10,239 shares 10,239 $1.47M 0.04% -46 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 74,783 shares; 2025Q4: 74,806 shares 74,806 $1.45M 0.04% +23 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: 31,186 shares; 2024Q4: 27,148 shares; 2025Q1: 25,768 shares; 2025Q2: 29,601 shares; 2025Q3: 10,481 shares; 2025Q4: 9,646 shares 9,646 $1.38M 0.04% -835 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: 2,788 shares; 2025Q1: 2,761 shares; 2025Q2: 7,737 shares; 2025Q3: 7,916 shares; 2025Q4: 7,996 shares 7,996 $1.37M 0.04% +80 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,974 shares; 2025Q4: 14,123 shares 14,123 $1.36M 0.04% -851 Timeline IBDX 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: 44,105 shares; 2025Q4: 52,527 shares 52,527 $1.34M 0.04% +8,422 Timeline IBDW 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: 53,047 shares; 2025Q4: 63,185 shares 63,185 $1.34M 0.04% +10,138 Timeline IBDV 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: 50,723 shares; 2025Q4: 60,420 shares 60,420 $1.33M 0.04% +9,697 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: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 9,415 shares 9,415 $1.33M 0.04% +1,315 Timeline IBDT 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: 43,798 shares; 2025Q4: 52,166 shares 52,166 $1.33M 0.04% +8,368 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,979 shares; 2024Q4: 87,590 shares; 2025Q1: 78,804 shares; 2025Q2: 59,205 shares; 2025Q3: 59,250 shares; 2025Q4: 56,182 shares 56,182 $1.33M 0.04% -3,068 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: 8,615 shares; 2024Q4: 8,367 shares; 2025Q1: 8,109 shares; 2025Q2: 8,228 shares; 2025Q3: 9,938 shares; 2025Q4: 9,755 shares 9,755 $1.32M 0.04% -183 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME 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: 61,681 shares; 2025Q2: 61,599 shares; 2025Q3: 61,627 shares; 2025Q4: 61,549 shares 61,549 $1.32M 0.04% -78 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,689 shares; 2024Q4: 60,458 shares; 2025Q1: 59,390 shares; 2025Q2: 58,181 shares; 2025Q3: 55,232 shares; 2025Q4: 53,954 shares 53,954 $1.31M 0.04% -1,278 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,221 shares; 2024Q4: 32,720 shares; 2025Q1: 22,249 shares; 2025Q2: 24,104 shares; 2025Q3: 57,057 shares; 2025Q4: 24,924 shares 24,924 $1.27M 0.04% -32,133 Timeline IBDU 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: 47,685 shares; 2025Q4: 53,347 shares 53,347 $1.25M 0.04% +5,662 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 11,616 shares; 2025Q1: 26,395 shares; 2025Q2: 123,329 shares; 2025Q3: 125,461 shares; 2025Q4: 51,678 shares 51,678 $1.24M 0.04% -73,783 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: 234,211 shares; 2024Q4: 128,629 shares; 2025Q1: 132,187 shares; 2025Q2: 104,855 shares; 2025Q3: 124,732 shares; 2025Q4: 48,907 shares 48,907 $1.22M 0.04% -75,825 Timeline HPP HUDSON PACIFIC PROPERTIES IN More: the full row for HUDSON PACIFIC PROPERTIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,252 shares 112,252 $1.22M 0.04% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,957 shares; 2025Q4: 33,954 shares 33,954 $1.2M 0.04% -3 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK 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: 159,789 shares; 2025Q3: 159,789 shares; 2025Q4: 159,535 shares 159,535 $1.18M 0.04% -254 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: 17,140 shares; 2024Q4: 49,435 shares; 2025Q1: 27,814 shares; 2025Q2: 25,069 shares; 2025Q3: 26,306 shares; 2025Q4: 42,792 shares 42,792 $1.17M 0.03% +16,486 Timeline SHM 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: 20,190 shares; 2024Q4: 32,386 shares; 2025Q1: 32,386 shares; 2025Q2: 29,807 shares; 2025Q3: 27,213 shares; 2025Q4: 24,196 shares 24,196 $1.16M 0.03% -3,017 Timeline LGN LEGENCE CORP More: the full row for LEGENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,785 shares 26,785 $1.15M 0.03% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,687 shares; 2025Q1: 25,107 shares; 2025Q2: 36,787 shares; 2025Q3: 56,188 shares; 2025Q4: 50,703 shares 50,703 $1.14M 0.03% -5,485 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,447 shares; 2025Q4: 23,531 shares 23,531 $1.13M 0.03% +4,084 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 4,664 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,430 shares; 2025Q4: 4,428 shares 4,428 $1.13M 0.03% -2 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: 52,137 shares; 2024Q4: 41,681 shares; 2025Q1: 31,264 shares; 2025Q2: 31,062 shares; 2025Q3: 32,882 shares; 2025Q4: 30,150 shares 30,150 $1.11M 0.03% -2,732 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,154 shares; 2024Q4: 24,537 shares; 2025Q1: 14,540 shares; 2025Q2: 14,528 shares; 2025Q3: 10,063 shares; 2025Q4: 10,061 shares 10,061 $1.11M 0.03% -2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,293 shares; 2024Q4: 11,344 shares; 2025Q1: 15,323 shares; 2025Q2: 14,871 shares; 2025Q3: 14,723 shares; 2025Q4: 14,714 shares 14,714 $1.08M 0.03% -9 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,187 shares; 2025Q4: 1,586 shares 1,586 $1.07M 0.03% +399 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 5,165 shares; 2025Q1: 5,263 shares; 2025Q2: 5,453 shares; 2025Q3: 5,387 shares; 2025Q4: 5,394 shares 5,394 $1.06M 0.03% +7 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: 8,994 shares; 2024Q4: 7,518 shares; 2025Q1: 6,923 shares; 2025Q2: 5,764 shares; 2025Q3: 8,747 shares; 2025Q4: 8,633 shares 8,633 $1.06M 0.03% -114 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: 15,454 shares; 2024Q4: 15,697 shares; 2025Q1: 15,197 shares; 2025Q2: 14,187 shares; 2025Q3: 14,544 shares; 2025Q4: 15,170 shares 15,170 $1.05M 0.03% +626 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 6,830 shares; 2025Q1: 9,084 shares; 2025Q2: 8,597 shares; 2025Q3: 8,349 shares; 2025Q4: 9,287 shares 9,287 $1.04M 0.03% +938 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,318 shares; 2024Q4: 10,355 shares; 2025Q1: 10,386 shares; 2025Q2: 7,479 shares; 2025Q3: 7,479 shares; 2025Q4: 7,476 shares 7,476 $1.04M 0.03% -3 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,172 shares; 2025Q4: 30,172 shares 30,172 $1.04M 0.03% 0 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,706 shares 28,706 $1.01M 0.03% new 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: 8,645 shares; 2024Q4: 34,043 shares; 2025Q1: 33,383 shares; 2025Q2: 34,805 shares; 2025Q3: 34,805 shares; 2025Q4: 36,821 shares 36,821 $1M 0.03% +2,016 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: 5,491 shares; 2024Q4: 5,039 shares; 2025Q1: 5,035 shares; 2025Q2: 5,032 shares; 2025Q3: 5,144 shares; 2025Q4: 4,440 shares 4,440 $974K 0.03% -704 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 25,040 shares 25,040 $968K 0.03% new 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: 176 shares; 2024Q4: 192 shares; 2025Q1: 175 shares; 2025Q2: 180 shares; 2025Q3: 176 shares; 2025Q4: 179 shares 179 $959K 0.03% +3 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 2,842 shares; 2025Q1: 2,849 shares; 2025Q2: 2,849 shares; 2025Q3: 2,043 shares; 2025Q4: 2,148 shares 2,148 $958K 0.03% +105 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: 3,836 shares; 2024Q4: 3,910 shares; 2025Q1: 3,348 shares; 2025Q2: 3,342 shares; 2025Q3: 3,259 shares; 2025Q4: 2,945 shares 2,945 $951K 0.03% -314 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: 1,643 shares; 2024Q4: 2,682 shares; 2025Q1: 2,438 shares; 2025Q2: 1,711 shares; 2025Q3: 1,786 shares; 2025Q4: 1,430 shares 1,430 $947K 0.03% -356 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 18,205 shares; 2025Q1: 18,205 shares; 2025Q2: 22,512 shares; 2025Q3: 23,312 shares; 2025Q4: 19,885 shares 19,885 $946K 0.03% -3,427 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,779 shares; 2024Q4: 24,508 shares; 2025Q1: 31,655 shares; 2025Q2: 39,285 shares; 2025Q3: 39,671 shares; 2025Q4: 39,574 shares 39,574 $935K 0.03% -97 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: 907 shares; 2024Q4: 1,093 shares; 2025Q1: 1,855 shares; 2025Q2: 1,825 shares; 2025Q3: 2,918 shares; 2025Q4: 3,218 shares 3,218 $898K 0.03% +300 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 10,674 shares; 2025Q1: 10,674 shares; 2025Q2: 10,674 shares; 2025Q3: 10,674 shares; 2025Q4: 10,674 shares 10,674 $889K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 389 shares; 2025Q1: 390 shares; 2025Q2: 393 shares; 2025Q3: 436 shares; 2025Q4: 439 shares 439 $884K 0.03% +3 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: 12,543 shares; 2024Q4: 8,236 shares; 2025Q1: 7,204 shares; 2025Q2: 7,945 shares; 2025Q3: 10,250 shares; 2025Q4: 10,761 shares 10,761 $879K 0.03% +511 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: 691 shares; 2024Q4: 887 shares; 2025Q1: 892 shares; 2025Q2: 920 shares; 2025Q3: 1,315 shares; 2025Q4: 5,700 shares 5,700 $873K 0.03% +4,385 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: 322,837 shares; 2024Q4: 316,977 shares; 2025Q1: 339,554 shares; 2025Q2: 261,428 shares; 2025Q3: 219,303 shares; 2025Q4: 29,048 shares 29,048 $868K 0.03% -190,255 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: 3,124 shares; 2024Q4: 3,117 shares; 2025Q1: 3,080 shares; 2025Q2: 3,074 shares; 2025Q3: 5,335 shares; 2025Q4: 4,051 shares 4,051 $858K 0.03% -1,284 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: 2,217 shares; 2024Q4: 2,273 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,779 shares; 2025Q4: 2,963 shares 2,963 $853K 0.03% +184 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 28,886 shares; 2025Q2: 26,883 shares; 2025Q3: 31,911 shares; 2025Q4: 28,921 shares 28,921 $853K 0.03% -2,990 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 10,033 shares; 2025Q1: 11,031 shares; 2025Q2: 10,865 shares; 2025Q3: 13,740 shares; 2025Q4: 17,782 shares 17,782 $851K 0.03% +4,042 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,425 shares 14,425 $850K 0.03% new 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: 16,864 shares; 2024Q4: 15,951 shares; 2025Q1: 14,984 shares; 2025Q2: 14,988 shares; 2025Q3: 15,509 shares; 2025Q4: 15,509 shares 15,509 $849K 0.03% 0 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: 3,970 shares; 2024Q4: 6,770 shares; 2025Q1: 5,044 shares; 2025Q2: 5,664 shares; 2025Q3: 8,672 shares; 2025Q4: 8,449 shares 8,449 $844K 0.03% -223 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: 12,923 shares; 2024Q4: 38,755 shares; 2025Q1: 30,614 shares; 2025Q2: 32,348 shares; 2025Q3: 30,911 shares; 2025Q4: 32,147 shares 32,147 $843K 0.02% +1,236 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: 62,383 shares; 2024Q4: 46,433 shares; 2025Q1: 31,657 shares; 2025Q2: 15,561 shares; 2025Q3: 10,102 shares; 2025Q4: 10,279 shares 10,279 $833K 0.02% +177 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 8,036 shares; 2025Q1: 7,414 shares; 2025Q2: 8,247 shares; 2025Q3: 7,936 shares; 2025Q4: 7,570 shares 7,570 $829K 0.02% -366 Timeline BAB 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: not reported; 2025Q3: 24,911 shares; 2025Q4: 30,156 shares 30,156 $820K 0.02% +5,245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,738 shares; 2025Q4: 27,477 shares 27,477 $805K 0.02% +4,739 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,926 shares; 2025Q1: 9,926 shares; 2025Q2: 9,981 shares; 2025Q3: 12,031 shares; 2025Q4: 12,482 shares 12,482 $804K 0.02% +451 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,300 shares; 2025Q1: 5,442 shares; 2025Q2: 5,271 shares; 2025Q3: 5,593 shares; 2025Q4: 5,677 shares 5,677 $801K 0.02% +84 Timeline FLOT 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: 12,920 shares; 2025Q4: 15,599 shares 15,599 $793K 0.02% +2,679 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 23,698 shares; 2025Q1: 5,698 shares; 2025Q2: 6,250 shares; 2025Q3: 7,476 shares; 2025Q4: 9,165 shares 9,165 $786K 0.02% +1,689 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: 925 shares; 2024Q4: 914 shares; 2025Q1: 1,313 shares; 2025Q2: 1,296 shares; 2025Q3: 2,976 shares; 2025Q4: 2,546 shares 2,546 $769K 0.02% -430 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,498 shares; 2025Q1: 4,527 shares; 2025Q2: 4,443 shares; 2025Q3: 4,785 shares; 2025Q4: 989 shares 989 $758K 0.02% -3,796 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,764 shares; 2024Q4: 17,764 shares; 2025Q1: 17,764 shares; 2025Q2: 17,764 shares; 2025Q3: 17,764 shares; 2025Q4: 17,764 shares 17,764 $755K 0.02% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,914 shares 7,914 $753K 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: 863 shares; 2024Q4: 907 shares; 2025Q1: 834 shares; 2025Q2: 723 shares; 2025Q3: 859 shares; 2025Q4: 854 shares 854 $751K 0.02% -5 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: 5,737 shares; 2024Q4: 6,463 shares; 2025Q1: 5,998 shares; 2025Q2: 5,774 shares; 2025Q3: 14,021 shares; 2025Q4: 14,037 shares 14,037 $749K 0.02% +16 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,808 shares; 2025Q1: 1,945 shares; 2025Q2: 1,908 shares; 2025Q3: 1,907 shares; 2025Q4: 1,922 shares 1,922 $737K 0.02% +15 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: 7,911 shares; 2024Q4: 9,421 shares; 2025Q1: 8,227 shares; 2025Q2: 7,644 shares; 2025Q3: 7,788 shares; 2025Q4: 9,207 shares 9,207 $734K 0.02% +1,419 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: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 2,560 shares; 2025Q4: 2,469 shares 2,469 $731K 0.02% -91 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: 561 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 428 shares; 2025Q3: 478 shares; 2025Q4: 683 shares 683 $731K 0.02% +205 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: 4,523 shares; 2024Q4: 3,566 shares; 2025Q1: 3,443 shares; 2025Q2: 3,431 shares; 2025Q3: 3,182 shares; 2025Q4: 3,133 shares 3,133 $717K 0.02% -49 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,353 shares; 2025Q1: 288,129 shares; 2025Q2: 387,514 shares; 2025Q3: 179,550 shares; 2025Q4: 99,763 shares 99,763 $714K 0.02% -79,787 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: 2,783 shares; 2024Q4: 2,150 shares; 2025Q1: 2,127 shares; 2025Q2: 2,458 shares; 2025Q3: 3,009 shares; 2025Q4: 2,453 shares 2,453 $712K 0.02% -556 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,968 shares 61,968 $707K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,656 shares; 2025Q1: 2,622 shares; 2025Q2: 2,415 shares; 2025Q3: 3,329 shares; 2025Q4: 3,316 shares 3,316 $703K 0.02% -13 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,750 shares; 2025Q1: 3,484 shares; 2025Q2: 3,268 shares; 2025Q3: 3,263 shares; 2025Q4: 5,097 shares 5,097 $703K 0.02% +1,834 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 21,325 shares; 2025Q1: 21,325 shares; 2025Q2: 21,325 shares; 2025Q3: 22,830 shares; 2025Q4: 26,990 shares 26,990 $695K 0.02% +4,160 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 8,807 shares; 2025Q1: 1,596 shares; 2025Q2: not reported; 2025Q3: 4,361 shares; 2025Q4: 4,676 shares 4,676 $685K 0.02% +315 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,594 shares; 2024Q4: 46,719 shares; 2025Q1: 29,961 shares; 2025Q2: 33,866 shares; 2025Q3: 23,577 shares; 2025Q4: 26,063 shares 26,063 $682K 0.02% +2,486 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: 1,908 shares; 2024Q4: 2,345 shares; 2025Q1: 3,488 shares; 2025Q2: 3,370 shares; 2025Q3: 4,418 shares; 2025Q4: 5,780 shares 5,780 $677K 0.02% +1,362 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,157 shares; 2025Q1: 2,133 shares; 2025Q2: 2,135 shares; 2025Q3: 2,120 shares; 2025Q4: 2,146 shares 2,146 $671K 0.02% +26 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: 5,975 shares; 2024Q4: 4,977 shares; 2025Q1: 5,114 shares; 2025Q2: 5,712 shares; 2025Q3: 6,009 shares; 2025Q4: 6,949 shares 6,949 $669K 0.02% +940 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 12,025 shares; 2025Q1: 11,882 shares; 2025Q2: 11,882 shares; 2025Q3: 12,866 shares; 2025Q4: 12,653 shares 12,653 $669K 0.02% -213 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,340 shares; 2024Q4: not reported; 2025Q1: 6,830 shares; 2025Q2: 6,830 shares; 2025Q3: 7,682 shares; 2025Q4: 7,725 shares 7,725 $659K 0.02% +43 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 7,048 shares; 2025Q1: 6,870 shares; 2025Q2: 6,739 shares; 2025Q3: 6,675 shares; 2025Q4: 6,674 shares 6,674 $653K 0.02% -1 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: 4,976 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 4,926 shares 4,926 $636K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 15,055 shares; 2025Q1: 11,225 shares; 2025Q2: 1,859 shares; 2025Q3: 2,584 shares; 2025Q4: 2,330 shares 2,330 $632K 0.02% -254 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: 3,605 shares; 2024Q4: 3,757 shares; 2025Q1: 4,012 shares; 2025Q2: 4,006 shares; 2025Q3: 4,956 shares; 2025Q4: 3,554 shares 3,554 $631K 0.02% -1,402 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,856 shares; 2025Q1: 7,358 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares 7,320 $616K 0.02% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,393 shares; 2025Q1: 1,368 shares; 2025Q2: 1,205 shares; 2025Q3: 1,284 shares; 2025Q4: 1,299 shares 1,299 $610K 0.02% +15 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,236 shares; 2024Q4: 51,131 shares; 2025Q1: 51,376 shares; 2025Q2: 50,962 shares; 2025Q3: 50,457 shares; 2025Q4: 75,333 shares 75,333 $608K 0.02% +24,876 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,258 shares; 2024Q4: 23,258 shares; 2025Q1: 23,258 shares; 2025Q2: 23,258 shares; 2025Q3: 23,258 shares; 2025Q4: 23,258 shares 23,258 $605K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,020 shares; 2024Q4: 42,186 shares; 2025Q1: 43,190 shares; 2025Q2: 38,442 shares; 2025Q3: 40,023 shares; 2025Q4: 7,628 shares 7,628 $603K 0.02% -32,395 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: 6,663 shares; 2024Q4: 9,697 shares; 2025Q1: 10,212 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 7,582 shares 7,582 $602K 0.02% -58 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 7,764 shares; 2025Q1: 9,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,221 shares 7,221 $599K 0.02% new 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: 5,187 shares; 2024Q4: 6,190 shares; 2025Q1: 5,443 shares; 2025Q2: 5,100 shares; 2025Q3: 7,530 shares; 2025Q4: 8,255 shares 8,255 $589K 0.02% +725 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 6,886 shares; 2025Q1: 6,875 shares; 2025Q2: 6,875 shares; 2025Q3: 6,875 shares; 2025Q4: 6,875 shares 6,875 $588K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,196 shares; 2024Q4: 10,297 shares; 2025Q1: 3,026 shares; 2025Q2: 1,312 shares; 2025Q3: 1,183 shares; 2025Q4: 2,885 shares 2,885 $586K 0.02% +1,702 Timeline AVBC AVIDIA BANCORP INC More: the full row for AVIDIA BANCORP 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: 34,751 shares; 2025Q4: 34,751 shares 34,751 $584K 0.02% 0 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,116 shares; 2025Q3: 12,122 shares; 2025Q4: 12,120 shares 12,120 $574K 0.02% -2 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: 15,069 shares; 2024Q4: 14,617 shares; 2025Q1: 14,249 shares; 2025Q2: 8,452 shares; 2025Q3: 4,134 shares; 2025Q4: 4,218 shares 4,218 $574K 0.02% +84 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: 2,115 shares; 2024Q4: 10,291 shares; 2025Q1: 11,003 shares; 2025Q2: 14,723 shares; 2025Q3: 15,925 shares; 2025Q4: 17,424 shares 17,424 $568K 0.02% +1,499 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,014 shares; 2024Q4: 25,005 shares; 2025Q1: 49,658 shares; 2025Q2: 70,033 shares; 2025Q3: 72,214 shares; 2025Q4: 151,005 shares 151,005 $562K 0.02% +78,791 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,390 shares; 2025Q1: 1,696 shares; 2025Q2: 1,525 shares; 2025Q3: 1,688 shares; 2025Q4: 1,588 shares 1,588 $560K 0.02% -100 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: not reported; 2024Q4: 2,437 shares; 2025Q1: 2,251 shares; 2025Q2: 2,092 shares; 2025Q3: 3,769 shares; 2025Q4: 3,471 shares 3,471 $559K 0.02% -298 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: 7,929 shares; 2024Q4: 8,853 shares; 2025Q1: 7,221 shares; 2025Q2: 6,935 shares; 2025Q3: 8,162 shares; 2025Q4: 7,352 shares 7,352 $555K 0.02% -810 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 8,837 shares; 2025Q1: 8,772 shares; 2025Q2: 8,877 shares; 2025Q3: 11,049 shares; 2025Q4: 8,787 shares 8,787 $549K 0.02% -2,262 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,191 shares; 2024Q4: 6,581 shares; 2025Q1: 5,582 shares; 2025Q2: 6,851 shares; 2025Q3: 6,885 shares; 2025Q4: 6,858 shares 6,858 $549K 0.02% -27 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: 8,562 shares; 2024Q4: 7,336 shares; 2025Q1: 7,297 shares; 2025Q2: 6,549 shares; 2025Q3: 6,248 shares; 2025Q4: 5,808 shares 5,808 $547K 0.02% -440 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: 78,870 shares; 2024Q4: 47,964 shares; 2025Q1: 15,633 shares; 2025Q2: 19,488 shares; 2025Q3: 10,652 shares; 2025Q4: 9,896 shares 9,896 $534K 0.02% -756 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,148 shares; 2024Q4: 29,312 shares; 2025Q1: 29,328 shares; 2025Q2: 28,967 shares; 2025Q3: 30,077 shares; 2025Q4: 26,892 shares 26,892 $530K 0.02% -3,185 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 174,000 shares; 2025Q3: 99,007 shares; 2025Q4: 41,212 shares 41,212 $530K 0.02% -57,795 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,263 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 6,313 shares 6,313 $528K 0.02% -1,887 Timeline IBHF 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: 21,457 shares; 2025Q4: 22,849 shares 22,849 $527K 0.02% +1,392 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,244 shares; 2024Q4: 8,234 shares; 2025Q1: 5,375 shares; 2025Q2: 5,241 shares; 2025Q3: 6,566 shares; 2025Q4: 6,262 shares 6,262 $524K 0.02% -304 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,862 shares; 2024Q4: 188,527 shares; 2025Q1: 10,176 shares; 2025Q2: 26,681 shares; 2025Q3: 26,970 shares; 2025Q4: 21,896 shares 21,896 $523K 0.02% -5,074 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 22,104 shares; 2025Q1: 21,930 shares; 2025Q2: 7,193 shares; 2025Q3: 7,691 shares; 2025Q4: 7,643 shares 7,643 $523K 0.02% -48 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,171 shares; 2025Q1: 4,604 shares; 2025Q2: 4,315 shares; 2025Q3: 4,240 shares; 2025Q4: 7,957 shares 7,957 $518K 0.02% +3,717 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: 4,465 shares; 2024Q4: 4,439 shares; 2025Q1: 4,470 shares; 2025Q2: 4,654 shares; 2025Q3: 4,348 shares; 2025Q4: 4,460 shares 4,460 $518K 0.02% +112 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: 18,160 shares; 2025Q1: not reported; 2025Q2: 22,597 shares; 2025Q3: 21,767 shares; 2025Q4: 18,306 shares 18,306 $517K 0.02% -3,461 Timeline SARK INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: 17,000 shares 17,000 $514K 0.02% new 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: 3,659 shares; 2024Q4: 3,799 shares; 2025Q1: 3,788 shares; 2025Q2: 3,770 shares; 2025Q3: 4,114 shares; 2025Q4: 3,966 shares 3,966 $512K 0.02% -148 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: 14,303 shares; 2024Q4: 12,388 shares; 2025Q1: 12,882 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: 2,644 shares 2,644 $506K 0.02% +211 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,276 shares; 2024Q4: 15,176 shares; 2025Q1: 12,780 shares; 2025Q2: 12,976 shares; 2025Q3: 11,653 shares; 2025Q4: 11,453 shares 11,453 $506K 0.01% -200 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 15,104 shares; 2025Q1: 15,396 shares; 2025Q2: 15,466 shares; 2025Q3: 7,453 shares; 2025Q4: 7,531 shares 7,531 $506K 0.01% +78 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,761 shares; 2025Q1: 3,096 shares; 2025Q2: 3,313 shares; 2025Q3: 3,172 shares; 2025Q4: 3,113 shares 3,113 $504K 0.01% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 5,268 shares 5,268 $496K 0.01% +405 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,384 shares; 2024Q4: 9,384 shares; 2025Q1: 12,455 shares; 2025Q2: 10,393 shares; 2025Q3: 7,368 shares; 2025Q4: 7,368 shares 7,368 $494K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,664 shares 1,664 $489K 0.01% -116 Timeline BLACKROCK MUNIYEILD QUALITY… BLACKROCK MUNIYEILD QUALITY FU More: the full row for BLACKROCK MUNIYEILD QUALITY FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 28,600 shares; 2025Q1: 28,600 shares; 2025Q2: 48,600 shares; 2025Q3: 48,600 shares; 2025Q4: 48,600 shares 48,600 $488K 0.01% 0 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: 1,900 shares; 2024Q4: 2,150 shares; 2025Q1: 2,135 shares; 2025Q2: 2,656 shares; 2025Q3: 2,223 shares; 2025Q4: 2,167 shares 2,167 $487K 0.01% -56 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,394 shares; 2024Q4: 22,394 shares; 2025Q1: 22,394 shares; 2025Q2: 22,394 shares; 2025Q3: 22,894 shares; 2025Q4: 22,469 shares 22,469 $486K 0.01% -425 Timeline IBHJ 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: 17,035 shares; 2025Q4: 18,255 shares 18,255 $486K 0.01% +1,220 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,755 shares 4,755 $485K 0.01% new Timeline IBHI 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: 19,148 shares; 2025Q4: 20,519 shares 20,519 $485K 0.01% +1,371 Timeline IBHK 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: 17,489 shares; 2025Q4: 18,741 shares 18,741 $484K 0.01% +1,252 Timeline IBHH 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: 19,063 shares; 2025Q4: 20,428 shares 20,428 $484K 0.01% +1,365 Timeline IBHG 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: 20,121 shares; 2025Q4: 21,561 shares 21,561 $481K 0.01% +1,440 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,950 shares; 2025Q2: 2,673 shares; 2025Q3: 2,690 shares; 2025Q4: 2,281 shares 2,281 $478K 0.01% -409 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: 2,274 shares; 2024Q4: 2,142 shares; 2025Q1: 2,285 shares; 2025Q2: 2,698 shares; 2025Q3: 3,623 shares; 2025Q4: 3,074 shares 3,074 $472K 0.01% -549 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,924 shares; 2025Q1: 6,842 shares; 2025Q2: 6,819 shares; 2025Q3: 6,909 shares; 2025Q4: 7,013 shares 7,013 $470K 0.01% +104 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares 1,479 $462K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,310 shares; 2025Q2: 5,326 shares; 2025Q3: 5,826 shares; 2025Q4: 5,253 shares 5,253 $459K 0.01% -573 Timeline PMTS CPI CARD GROUP INC More: the full row for CPI CARD GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 32,000 shares; 2025Q4: 31,000 shares 31,000 $455K 0.01% -1,000 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 6,060 shares 6,060 $455K 0.01% -1,366 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: 946 shares; 2024Q4: 923 shares; 2025Q1: 905 shares; 2025Q2: 871 shares; 2025Q3: 872 shares; 2025Q4: 877 shares 877 $448K 0.01% +5 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,582 shares; 2025Q4: 6,152 shares 6,152 $447K 0.01% -1,430 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: not reported; 2024Q4: 9,571 shares; 2025Q1: 9,383 shares; 2025Q2: 9,383 shares; 2025Q3: 9,383 shares; 2025Q4: 9,761 shares 9,761 $441K 0.01% +378 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 4,813 shares; 2025Q4: 6,678 shares 6,678 $440K 0.01% +1,865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 2,473 shares 2,473 $439K 0.01% +627 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 10,004 shares; 2025Q1: 5,082 shares; 2025Q2: 4,596 shares; 2025Q3: 4,562 shares; 2025Q4: 4,582 shares 4,582 $434K 0.01% +20 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: 805 shares; 2024Q4: 767 shares; 2025Q1: 728 shares; 2025Q2: 920 shares; 2025Q3: 741 shares; 2025Q4: 761 shares 761 $434K 0.01% +20 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: 356 shares; 2025Q1: 298 shares; 2025Q2: 382 shares; 2025Q3: 292 shares; 2025Q4: 402 shares 402 $430K 0.01% +110 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,435 shares; 2025Q1: 1,436 shares; 2025Q2: 1,437 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $429K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,581 shares; 2025Q1: 2,723 shares; 2025Q2: 2,708 shares; 2025Q3: 2,659 shares; 2025Q4: 2,660 shares 2,660 $428K 0.01% +1 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: 1,318 shares; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 2,015 shares; 2025Q4: 2,011 shares 2,011 $420K 0.01% -4 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 4,085 shares; 2025Q1: 3,962 shares; 2025Q2: 3,933 shares; 2025Q3: 4,073 shares; 2025Q4: 4,125 shares 4,125 $416K 0.01% +52 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: 2,016 shares; 2024Q4: 2,038 shares; 2025Q1: 2,161 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,287 shares 2,287 $414K 0.01% +115 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: 3,309 shares; 2024Q4: not reported; 2025Q1: 3,134 shares; 2025Q2: 3,032 shares; 2025Q3: 2,477 shares; 2025Q4: 2,745 shares 2,745 $409K 0.01% +268 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,438 shares; 2025Q1: 5,213 shares; 2025Q2: 6,387 shares; 2025Q3: 6,148 shares; 2025Q4: 3,061 shares 3,061 $409K 0.01% -3,087 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,145 shares; 2025Q1: 4,975 shares; 2025Q2: 4,551 shares; 2025Q3: 4,478 shares; 2025Q4: 4,613 shares 4,613 $402K 0.01% +135 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 805 shares; 2025Q4: 688 shares 688 $400K 0.01% -117 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,199 shares 8,199 $398K 0.01% new Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,700 shares; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $396K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,493 shares; 2025Q1: 1,566 shares; 2025Q2: 1,541 shares; 2025Q3: 1,832 shares; 2025Q4: 1,868 shares 1,868 $396K 0.01% +36 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,500 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares 27,500 $395K 0.01% 0 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: not reported; 2025Q3: 1,973 shares; 2025Q4: 1,977 shares 1,977 $393K 0.01% +4 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: 2,677 shares; 2024Q4: 2,875 shares; 2025Q1: 3,313 shares; 2025Q2: 2,910 shares; 2025Q3: 2,922 shares; 2025Q4: 2,909 shares 2,909 $385K 0.01% -13 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,411 shares; 2025Q3: 10,411 shares; 2025Q4: 9,941 shares 9,941 $385K 0.01% -470 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 849 shares 849 $385K 0.01% -63 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 7,153 shares; 2025Q1: 7,153 shares; 2025Q2: 9,495 shares; 2025Q3: 11,426 shares; 2025Q4: 11,998 shares 11,998 $385K 0.01% +572 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,512 shares; 2025Q2: 6,328 shares; 2025Q3: 5,820 shares; 2025Q4: 5,820 shares 5,820 $374K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,530 shares; 2025Q2: 8,030 shares; 2025Q3: 8,030 shares; 2025Q4: 8,030 shares 8,030 $368K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,852 shares; 2024Q4: 25,862 shares; 2025Q1: 25,746 shares; 2025Q2: 18,783 shares; 2025Q3: 18,790 shares; 2025Q4: 15,317 shares 15,317 $363K 0.01% -3,473 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,277 shares; 2025Q4: 2,224 shares 2,224 $362K 0.01% -53 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: 4,496 shares; 2024Q4: 4,613 shares; 2025Q1: 4,782 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares; 2025Q4: 4,133 shares 4,133 $362K 0.01% +97 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,460 shares; 2025Q1: 4,037 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,458 shares 3,458 $360K 0.01% +289 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: 612 shares; 2024Q4: 621 shares; 2025Q1: 538 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465 $359K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,883 shares; 2024Q4: 137,883 shares; 2025Q1: 10,884 shares; 2025Q2: 12,674 shares; 2025Q3: 21,207 shares; 2025Q4: 21,742 shares 21,742 $359K 0.01% +535 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: 11,475 shares; 2024Q4: 11,528 shares; 2025Q1: 6,297 shares; 2025Q2: 5,289 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares 4,314 $356K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,247 shares; 2025Q4: 3,874 shares 3,874 $352K 0.01% -1,373 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 972 shares; 2025Q4: 723 shares 723 $348K 0.01% -249 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,009 shares; 2025Q4: 4,714 shares 4,714 $346K 0.01% -295 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,937 shares; 2025Q1: not reported; 2025Q2: 5,402 shares; 2025Q3: 5,006 shares; 2025Q4: 3,010 shares 3,010 $345K 0.01% -1,996 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: 6,355 shares; 2024Q4: 6,524 shares; 2025Q1: 7,390 shares; 2025Q2: 6,580 shares; 2025Q3: 6,612 shares; 2025Q4: 7,039 shares 7,039 $340K 0.01% +427 Timeline AAXJ 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,646 shares 3,646 $340K 0.01% +1 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,567 shares; 2025Q1: 1,102 shares; 2025Q2: 764 shares; 2025Q3: 763 shares; 2025Q4: 764 shares 764 $339K 0.01% +1 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: 4,915 shares; 2024Q4: 2,637 shares; 2025Q1: 2,429 shares; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,817 shares 2,817 $339K 0.01% +987 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 334 shares; 2025Q1: 384 shares; 2025Q2: 502 shares; 2025Q3: 376 shares; 2025Q4: 381 shares 381 $335K 0.01% +5 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,802 shares; 2025Q3: 3,930 shares; 2025Q4: 4,060 shares 4,060 $328K 0.01% +130 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,096 shares 7,096 $323K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,223 shares; 2025Q1: 3,078 shares; 2025Q2: 2,438 shares; 2025Q3: 3,107 shares; 2025Q4: 3,114 shares 3,114 $322K 0.01% +7 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,404 shares; 2025Q1: 2,434 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,524 shares 2,524 $322K 0.01% +53 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: 6,867 shares; 2024Q4: 5,086 shares; 2025Q1: 4,383 shares; 2025Q2: 4,003 shares; 2025Q3: 4,216 shares; 2025Q4: 4,046 shares 4,046 $321K 0.01% -170 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,239 shares 1,239 $321K 0.01% -13 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 2,714 shares 2,714 $318K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares 4,065 $315K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,429 shares; 2025Q4: 4,004 shares 4,004 $315K 0.01% -425 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: 2,537 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,782 shares 3,782 $313K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: not reported; 2025Q1: 7,277 shares; 2025Q2: 1,988 shares; 2025Q3: 2,093 shares; 2025Q4: 2,176 shares 2,176 $312K 0.01% +83 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares 5,362 $312K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,868 shares; 2025Q3: 3,419 shares; 2025Q4: 3,479 shares 3,479 $307K 0.01% +60 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,347 shares 8,347 $306K 0.01% new 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: 10,821 shares; 2024Q4: 10,365 shares; 2025Q1: 9,205 shares; 2025Q2: 9,295 shares; 2025Q3: 9,306 shares; 2025Q4: 9,306 shares 9,306 $305K 0.01% 0 Timeline TSLQ INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: 16,666 shares 16,666 $303K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,801 shares; 2025Q3: 2,805 shares; 2025Q4: 3,745 shares 3,745 $300K 0.01% +940 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,276 shares; 2025Q1: 2,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,077 shares 4,077 $300K 0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,277 shares; 2025Q1: 8,271 shares; 2025Q2: 8,271 shares; 2025Q3: 8,271 shares; 2025Q4: 8,271 shares 8,271 $298K 0.01% 0 Timeline IBMS 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: 11,431 shares; 2025Q4: 11,431 shares 11,431 $298K 0.01% 0 Timeline IBMR 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: 11,700 shares; 2025Q4: 11,700 shares 11,700 $298K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,316 shares; 2025Q1: 6,316 shares; 2025Q2: 6,316 shares; 2025Q3: 6,316 shares; 2025Q4: 6,316 shares 6,316 $296K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,728 shares 1,728 $295K 0.01% +195 Timeline IBMP 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: 11,590 shares; 2025Q4: 11,590 shares 11,590 $294K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,657 shares; 2025Q4: 6,657 shares 6,657 $294K 0.01% 0 Timeline IBMQ 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: 11,495 shares; 2025Q4: 11,495 shares 11,495 $294K 0.01% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,300 shares 49,300 $294K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares 1,262 $290K 0.01% 0 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,171 shares 6,171 $288K 0.01% new 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: 3,237 shares; 2024Q4: 3,387 shares; 2025Q1: 3,139 shares; 2025Q2: 2,356 shares; 2025Q3: 3,355 shares; 2025Q4: 2,897 shares 2,897 $287K 0.01% -458 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 2,311 shares 2,311 $287K 0.01% -183 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,202 shares; 2025Q4: 8,558 shares 8,558 $284K 0.01% -644 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 3,716 shares; 2025Q3: 3,841 shares; 2025Q4: 3,938 shares 3,938 $284K 0.01% +97 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,858 shares; 2025Q1: 12,132 shares; 2025Q2: 10,655 shares; 2025Q3: 10,971 shares; 2025Q4: 10,962 shares 10,962 $283K 0.01% -9 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 7,714 shares; 2025Q1: 3,982 shares; 2025Q2: 3,262 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares 3,164 $282K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,955 shares; 2025Q4: 2,049 shares 2,049 $279K 0.01% -1,906 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: not reported; 2024Q4: not reported; 2025Q1: 43,620 shares; 2025Q2: 3,678 shares; 2025Q3: 2,995 shares; 2025Q4: 3,271 shares 3,271 $278K 0.01% +276 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: 1,343 shares; 2024Q4: 1,417 shares; 2025Q1: 1,360 shares; 2025Q2: 1,252 shares; 2025Q3: 1,254 shares; 2025Q4: 1,259 shares 1,259 $277K 0.01% +5 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,537 shares; 2025Q4: 3,837 shares 3,837 $275K 0.01% +300 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares 2,201 $273K 0.01% new 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: 3,661 shares; 2024Q4: 12,818 shares; 2025Q1: 13,386 shares; 2025Q2: 9,392 shares; 2025Q3: 9,392 shares; 2025Q4: 8,671 shares 8,671 $273K 0.01% -721 Timeline PHO 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: 3,868 shares 3,868 $272K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares 2,236 $272K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,930 shares; 2025Q4: 10,679 shares 10,679 $272K 0.01% -251 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,285 shares; 2025Q1: 3,454 shares; 2025Q2: 3,540 shares; 2025Q3: 3,499 shares; 2025Q4: 3,271 shares 3,271 $268K 0.01% -228 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,731 shares; 2025Q1: 1,850 shares; 2025Q2: 1,537 shares; 2025Q3: 1,629 shares; 2025Q4: 1,718 shares 1,718 $266K 0.01% +89 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,714 shares; 2025Q4: 2,886 shares 2,886 $265K 0.01% +172 Timeline USHY 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: 17,193 shares; 2025Q4: 7,074 shares 7,074 $265K 0.01% -10,119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 751 shares; 2025Q4: 754 shares 754 $264K 0.01% +3 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: 17,432 shares; 2024Q4: 12,614 shares; 2025Q1: 14,749 shares; 2025Q2: 15,266 shares; 2025Q3: 14,337 shares; 2025Q4: 9,611 shares 9,611 $264K 0.01% -4,726 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares 3,990 $261K 0.01% new 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: 8,591 shares; 2024Q4: 22,160 shares; 2025Q1: 18,650 shares; 2025Q2: 13,523 shares; 2025Q3: 12,015 shares; 2025Q4: 9,113 shares 9,113 $260K 0.01% -2,902 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares 3,147 $257K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,928 shares; 2025Q4: 2,254 shares 2,254 $257K 0.01% +326 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,634 shares; 2025Q1: 6,684 shares; 2025Q2: 3,993 shares; 2025Q3: 6,225 shares; 2025Q4: 6,299 shares 6,299 $253K 0.01% +74 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: 24,837 shares; 2024Q4: 22,024 shares; 2025Q1: 20,974 shares; 2025Q2: 20,312 shares; 2025Q3: 18,803 shares; 2025Q4: 19,275 shares 19,275 $253K 0.01% +472 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 8,924 shares; 2025Q1: 9,632 shares; 2025Q2: 13,371 shares; 2025Q3: 13,519 shares; 2025Q4: 1,234 shares 1,234 $252K 0.01% -12,285 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: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,390 shares; 2025Q3: 2,380 shares; 2025Q4: 2,527 shares 2,527 $251K 0.01% +147 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $251K 0.01% 0 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: 8,455 shares; 2024Q4: 6,582 shares; 2025Q1: 3,402 shares; 2025Q2: 4,509 shares; 2025Q3: 4,196 shares; 2025Q4: 3,749 shares 3,749 $251K 0.01% -447 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,045 shares 27,045 $251K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 7,217 shares; 2025Q1: 7,521 shares; 2025Q2: 46,707 shares; 2025Q3: 5,987 shares; 2025Q4: 6,029 shares 6,029 $248K 0.01% +42 Timeline IYY 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: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 3,160 shares; 2025Q4: 1,495 shares 1,495 $248K 0.01% -1,665 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: 8,391 shares; 2025Q2: 2,324 shares; 2025Q3: 2,373 shares; 2025Q4: 2,406 shares 2,406 $248K 0.01% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,579 shares; 2025Q4: 3,567 shares 3,567 $248K 0.01% -12 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 816 shares 816 $246K 0.01% +19 Timeline INDA 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: 4,544 shares; 2025Q2: 4,544 shares; 2025Q3: 4,544 shares; 2025Q4: 4,544 shares 4,544 $246K 0.01% 0 Timeline BLACKROCK MUNIVEST FUND II BLACKROCK MUNIVEST FUND II More: the full row for BLACKROCK MUNIVEST FUND II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 22,600 shares; 2025Q1: 22,600 shares; 2025Q2: 22,600 shares; 2025Q3: 22,600 shares; 2025Q4: 22,600 shares 22,600 $244K 0.01% 0 VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,891 shares; 2025Q1: 2,892 shares; 2025Q2: 2,931 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares 1,932 $243K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 1,993 shares; 2025Q1: 1,952 shares; 2025Q2: 1,977 shares; 2025Q3: 1,951 shares; 2025Q4: 2,155 shares 2,155 $243K 0.01% +204 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: not reported; 2024Q4: 4,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,958 shares 2,958 $241K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares 1,180 $240K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,024 shares; 2025Q4: 8,557 shares 8,557 $240K 0.01% +533 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,066 shares 2,066 $238K 0.01% -545 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,801 shares; 2024Q4: 7,801 shares; 2025Q1: 8,801 shares; 2025Q2: 8,801 shares; 2025Q3: 8,801 shares; 2025Q4: 6,134 shares 6,134 $236K 0.01% -2,667 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares 1,439 $235K 0.01% new 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: not reported; 2024Q4: 960 shares; 2025Q1: 1,046 shares; 2025Q2: 1,053 shares; 2025Q3: 899 shares; 2025Q4: 953 shares 953 $235K 0.01% +54 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 1,870 shares; 2025Q3: not reported; 2025Q4: 1,530 shares 1,530 $235K 0.01% new Timeline SHYG 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: 5,469 shares 5,469 $234K 0.01% new 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: 6,381 shares; 2024Q4: 8,389 shares; 2025Q1: 8,219 shares; 2025Q2: 1,504 shares; 2025Q3: 1,510 shares; 2025Q4: 1,514 shares 1,514 $234K 0.01% +4 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,420 shares 2,420 $234K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,623 shares; 2025Q1: 1,638 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,546 shares 1,546 $234K 0.01% +7 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,393 shares; 2025Q1: 3,300 shares; 2025Q2: 3,264 shares; 2025Q3: 3,568 shares; 2025Q4: 2,315 shares 2,315 $232K 0.01% -1,253 Timeline HEFA 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: 5,541 shares; 2025Q3: 5,541 shares; 2025Q4: 5,541 shares 5,541 $229K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: not reported; 2025Q4: 925 shares 925 $224K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,594 shares; 2025Q3: not reported; 2025Q4: 2,491 shares 2,491 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares 575 $224K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: 2,439 shares 2,439 $222K 0.01% +534 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,952 shares 1,952 $221K 0.01% +216 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: 2,173 shares; 2025Q3: 2,115 shares; 2025Q4: 2,114 shares 2,114 $220K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 568 shares 568 $220K 0.01% +1 Timeline IYF 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: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702 $219K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 11,070 shares; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $218K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,199 shares; 2024Q4: 21,865 shares; 2025Q1: 22,203 shares; 2025Q2: 19,072 shares; 2025Q3: 19,306 shares; 2025Q4: 2,119 shares 2,119 $217K 0.01% -17,187 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,927 shares; 2024Q4: 45,956 shares; 2025Q1: not reported; 2025Q2: 14,650 shares; 2025Q3: 16,440 shares; 2025Q4: 16,496 shares 16,496 $215K 0.01% +56 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 4,692 shares; 2025Q1: 4,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares 3,558 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares 2,400 $215K 0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 13,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,857 shares; 2025Q4: 2,878 shares 2,878 $214K 0.01% +21 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,409 shares 8,409 $213K 0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 590 shares 590 $212K 0.01% +98 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,034 shares 1,034 $212K 0.01% new Timeline