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: 3,376,623 shares; 2024Q3: 3,470,187 shares; 2024Q4: 4,040,140 shares; 2025Q1: 4,183,642 shares; 2025Q2: 4,406,753 shares; 2025Q3: 4,559,527 shares; 2025Q4: 4,745,143 shares 4,745,143 $381M 14.91% +185,616 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: 760,911 shares; 2024Q3: 953,802 shares; 2024Q4: 1,336,886 shares; 2025Q1: 1,483,426 shares; 2025Q2: 1,210,980 shares; 2025Q3: 2,569,599 shares; 2025Q4: 2,493,491 shares 2,493,491 $250M 9.81% -76,108 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: 2,010,038 shares; 2024Q3: 2,014,927 shares; 2024Q4: 2,050,754 shares; 2025Q1: 2,068,536 shares; 2025Q2: 1,555,296 shares; 2025Q3: 1,554,871 shares; 2025Q4: 1,527,276 shares 1,527,276 $124M 4.86% -27,595 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: 267,930 shares; 2024Q3: 275,133 shares; 2024Q4: 283,365 shares; 2025Q1: 298,999 shares; 2025Q2: 314,323 shares; 2025Q3: 323,934 shares; 2025Q4: 330,625 shares 330,625 $111M 4.34% +6,691 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 221,590 shares; 2024Q3: 213,021 shares; 2024Q4: 371,345 shares; 2025Q1: 417,523 shares; 2025Q2: 452,842 shares; 2025Q3: 517,958 shares; 2025Q4: 541,961 shares 541,961 $70.9M 2.78% +24,003 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: 206,043 shares; 2024Q3: 208,310 shares; 2024Q4: 211,357 shares; 2025Q1: 218,285 shares; 2025Q2: 251,447 shares; 2025Q3: 249,271 shares; 2025Q4: 254,074 shares 254,074 $69.1M 2.71% +4,803 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: 176,842 shares; 2024Q3: 182,268 shares; 2024Q4: 183,594 shares; 2025Q1: 180,763 shares; 2025Q2: 177,728 shares; 2025Q3: 180,383 shares; 2025Q4: 177,357 shares 177,357 $68.6M 2.69% -3,026 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: 627,256 shares; 2024Q3: 649,821 shares; 2024Q4: 680,588 shares; 2025Q1: 772,289 shares; 2025Q2: 829,324 shares; 2025Q3: 887,295 shares; 2025Q4: 1,018,255 shares 1,018,255 $68.4M 2.68% +130,960 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: 619,446 shares; 2024Q3: 670,916 shares; 2024Q4: 715,369 shares; 2025Q1: 811,256 shares; 2025Q2: 832,544 shares; 2025Q3: 828,057 shares; 2025Q4: 741,748 shares 741,748 $61.4M 2.41% -86,309 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: 255,231 shares; 2024Q3: 249,637 shares; 2024Q4: 250,714 shares; 2025Q1: 243,881 shares; 2025Q2: 287,272 shares; 2025Q3: 271,317 shares; 2025Q4: 276,878 shares 276,878 $51.6M 2.02% +5,561 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: 89,945 shares; 2024Q3: 89,965 shares; 2024Q4: 106,361 shares; 2025Q1: 209,004 shares; 2025Q2: 254,070 shares; 2025Q3: 285,103 shares; 2025Q4: 340,182 shares 340,182 $50.6M 1.98% +55,079 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: 2,149,479 shares; 2024Q3: 2,091,040 shares; 2024Q4: 2,080,597 shares; 2025Q1: 2,028,753 shares; 2025Q2: 2,000,784 shares; 2025Q3: 1,908,699 shares; 2025Q4: 1,634,344 shares 1,634,344 $47.9M 1.87% -274,355 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: 1,246,236 shares; 2024Q3: 1,394,448 shares; 2024Q4: 1,484,163 shares; 2025Q1: 1,632,898 shares; 2025Q2: 1,649,560 shares; 2025Q3: 1,689,323 shares; 2025Q4: 1,783,570 shares 1,783,570 $45.9M 1.8% +94,247 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: 91,907 shares; 2024Q3: 96,078 shares; 2024Q4: 101,075 shares; 2025Q1: 109,200 shares; 2025Q2: 175,953 shares; 2025Q3: 147,503 shares; 2025Q4: 145,014 shares 145,014 $43.7M 1.71% -2,489 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: 43,858 shares; 2024Q3: 45,155 shares; 2024Q4: 46,734 shares; 2025Q1: 46,887 shares; 2025Q2: 48,691 shares; 2025Q3: 42,446 shares; 2025Q4: 60,987 shares 60,987 $41.6M 1.63% +18,541 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: 51,727 shares; 2024Q3: 53,456 shares; 2024Q4: 57,008 shares; 2025Q1: 58,469 shares; 2025Q2: 69,594 shares; 2025Q3: 68,290 shares; 2025Q4: 85,750 shares 85,750 $41.5M 1.62% +17,460 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: 450,454 shares; 2024Q3: 448,290 shares; 2024Q4: 443,635 shares; 2025Q1: 438,237 shares; 2025Q2: 433,504 shares; 2025Q3: 428,917 shares; 2025Q4: 477,826 shares 477,826 $39.4M 1.54% +48,909 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,055 shares; 2024Q4: 18,133 shares; 2025Q1: 87,366 shares; 2025Q2: 246,525 shares; 2025Q3: 286,081 shares; 2025Q4: 333,245 shares 333,245 $34.7M 1.36% +47,164 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: 94,206 shares; 2024Q3: 93,909 shares; 2024Q4: 94,449 shares; 2025Q1: 94,712 shares; 2025Q2: 110,278 shares; 2025Q3: 107,128 shares; 2025Q4: 141,203 shares 141,203 $32.6M 1.28% +34,075 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,219,553 shares; 2024Q3: 2,214,930 shares; 2024Q4: 2,155,404 shares; 2025Q1: 2,265,292 shares; 2025Q2: 2,282,155 shares; 2025Q3: 2,256,106 shares; 2025Q4: 2,344,558 shares 2,344,558 $31.1M 1.22% +88,452 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: 64,440 shares; 2024Q3: 64,450 shares; 2024Q4: 61,753 shares; 2025Q1: 61,818 shares; 2025Q2: 64,373 shares; 2025Q3: 64,375 shares; 2025Q4: 81,588 shares 81,588 $30.2M 1.18% +17,213 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: 4,327 shares; 2024Q3: 4,009 shares; 2024Q4: 4,771 shares; 2025Q1: 4,938 shares; 2025Q2: 4,124 shares; 2025Q3: 73,549 shares; 2025Q4: 194,530 shares 194,530 $28M 1.1% +120,981 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 751,127 shares; 2024Q3: 721,384 shares; 2024Q4: 707,334 shares; 2025Q1: 690,371 shares; 2025Q2: 687,180 shares; 2025Q3: 665,565 shares; 2025Q4: 580,630 shares 580,630 $27M 1.06% -84,935 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 131,679 shares; 2024Q3: 326,600 shares; 2024Q4: 362,116 shares; 2025Q1: 556,880 shares; 2025Q2: 573,915 shares; 2025Q3: 575,112 shares; 2025Q4: 584,260 shares 584,260 $24.8M 0.97% +9,148 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: 92,343 shares; 2024Q3: 104,182 shares; 2024Q4: 134,607 shares; 2025Q1: 154,671 shares; 2025Q2: 167,331 shares; 2025Q3: 199,078 shares; 2025Q4: 229,921 shares 229,921 $24.5M 0.96% +30,843 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 409,388 shares; 2024Q3: 404,622 shares; 2024Q4: 384,777 shares; 2025Q1: 382,319 shares; 2025Q2: 377,711 shares; 2025Q3: 372,405 shares; 2025Q4: 544,260 shares 544,260 $24.2M 0.95% +171,855 Timeline SPTL 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: 691,030 shares; 2024Q3: 829,692 shares; 2024Q4: 870,572 shares; 2025Q1: 707,161 shares; 2025Q2: 760,057 shares; 2025Q3: 753,627 shares; 2025Q4: 826,197 shares 826,197 $21.9M 0.86% +72,570 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: 11,808 shares; 2024Q3: 11,849 shares; 2024Q4: 11,886 shares; 2025Q1: 11,918 shares; 2025Q2: 11,948 shares; 2025Q3: 12,982 shares; 2025Q4: 57,879 shares 57,879 $21.6M 0.85% +44,897 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: 56,350 shares; 2024Q3: 56,401 shares; 2024Q4: 57,168 shares; 2025Q1: 58,174 shares; 2025Q2: 72,997 shares; 2025Q3: 70,300 shares; 2025Q4: 67,613 shares 67,613 $21.2M 0.83% -2,687 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,010 shares; 2025Q4: 57,423 shares 57,423 $20.7M 0.81% +20,413 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,444 shares; 2025Q1: 15,118 shares; 2025Q2: 25,682 shares; 2025Q3: 352,492 shares; 2025Q4: 412,965 shares 412,965 $20.5M 0.8% +60,473 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 371,466 shares; 2024Q3: 370,521 shares; 2024Q4: 372,360 shares; 2025Q1: 287,270 shares; 2025Q2: 281,337 shares; 2025Q3: 263,564 shares; 2025Q4: 223,055 shares 223,055 $19.4M 0.76% -40,509 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: 46,645 shares; 2024Q3: 47,547 shares; 2024Q4: 47,468 shares; 2025Q1: 47,426 shares; 2025Q2: 56,913 shares; 2025Q3: 56,463 shares; 2025Q4: 58,913 shares 58,913 $18.5M 0.72% +2,450 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: 30,731 shares; 2024Q3: 30,968 shares; 2024Q4: 30,875 shares; 2025Q1: 29,166 shares; 2025Q2: 29,116 shares; 2025Q3: 31,822 shares; 2025Q4: 35,315 shares 35,315 $16.7M 0.65% +3,493 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: 18,163 shares; 2024Q3: 17,973 shares; 2024Q4: 18,203 shares; 2025Q1: 18,604 shares; 2025Q2: 18,965 shares; 2025Q3: 16,990 shares; 2025Q4: 26,531 shares 26,531 $16.6M 0.65% +9,541 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,777 shares; 2024Q3: 13,368 shares; 2024Q4: 13,604 shares; 2025Q1: 14,569 shares; 2025Q2: 16,287 shares; 2025Q3: 20,430 shares; 2025Q4: 23,232 shares 23,232 $15.9M 0.62% +2,802 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: 104,135 shares; 2024Q3: 91,844 shares; 2024Q4: 86,189 shares; 2025Q1: 73,209 shares; 2025Q2: 41,709 shares; 2025Q3: 41,709 shares; 2025Q4: 41,789 shares 41,789 $14.7M 0.58% +80 Timeline SPTI 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: 444,106 shares; 2024Q3: 462,158 shares; 2024Q4: 451,050 shares; 2025Q1: 492,703 shares; 2025Q2: 499,114 shares; 2025Q3: 491,008 shares; 2025Q4: 461,236 shares 461,236 $13.3M 0.52% -29,772 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: 14,032 shares; 2024Q3: 14,474 shares; 2024Q4: 14,915 shares; 2025Q1: 15,307 shares; 2025Q2: 19,426 shares; 2025Q3: 18,558 shares; 2025Q4: 19,774 shares 19,774 $13.1M 0.51% +1,216 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: 293,677 shares; 2024Q3: 99,372 shares; 2024Q4: 98,900 shares; 2025Q1: 95,298 shares; 2025Q2: 98,432 shares; 2025Q3: 99,889 shares; 2025Q4: 100,344 shares 100,344 $13M 0.51% +455 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 165,632 shares; 2024Q3: 198,872 shares; 2024Q4: 197,750 shares; 2025Q1: 210,528 shares; 2025Q2: 212,000 shares; 2025Q3: 218,492 shares; 2025Q4: 244,899 shares 244,899 $12.5M 0.49% +26,407 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: 4,094 shares; 2024Q3: 41,192 shares; 2024Q4: 41,620 shares; 2025Q1: 40,000 shares; 2025Q2: 39,743 shares; 2025Q3: 38,219 shares; 2025Q4: 35,747 shares 35,747 $12.4M 0.48% -2,472 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: 27,129 shares; 2024Q3: 27,604 shares; 2024Q4: 27,988 shares; 2025Q1: 28,920 shares; 2025Q2: 32,866 shares; 2025Q3: 33,357 shares; 2025Q4: 34,211 shares 34,211 $11M 0.43% +854 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 57,686 shares; 2024Q3: 105,040 shares; 2024Q4: 148,370 shares; 2025Q1: 118,544 shares; 2025Q2: 117,757 shares; 2025Q3: 116,196 shares; 2025Q4: 115,671 shares 115,671 $10.6M 0.41% -525 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: 10,705 shares; 2024Q3: 10,989 shares; 2024Q4: 11,386 shares; 2025Q1: 11,938 shares; 2025Q2: 12,730 shares; 2025Q3: 12,104 shares; 2025Q4: 9,729 shares 9,729 $10.5M 0.41% -2,375 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 105,038 shares; 2024Q3: 99,904 shares; 2024Q4: 101,155 shares; 2025Q1: 100,483 shares; 2025Q2: 100,554 shares; 2025Q3: 99,439 shares; 2025Q4: 105,864 shares 105,864 $9.85M 0.39% +6,425 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: 95,299 shares; 2024Q3: 95,417 shares; 2024Q4: 106,009 shares; 2025Q1: 121,005 shares; 2025Q2: 121,263 shares; 2025Q3: 122,520 shares; 2025Q4: 118,688 shares 118,688 $9.7M 0.38% -3,832 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: 11,184 shares; 2024Q3: 12,087 shares; 2024Q4: 12,830 shares; 2025Q1: 12,792 shares; 2025Q2: 15,686 shares; 2025Q3: 14,148 shares; 2025Q4: 26,333 shares 26,333 $9.24M 0.36% +12,185 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,485 shares 128,485 $9.22M 0.36% new Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 108,441 shares; 2024Q3: 510,000 shares; 2024Q4: 600,000 shares; 2025Q1: 600,000 shares; 2025Q2: 1,013,355 shares; 2025Q3: 1,023,149 shares; 2025Q4: 1,000,000 shares 1,000,000 $9.02M 0.35% -23,149 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: 7,766 shares; 2024Q3: 8,204 shares; 2024Q4: 8,947 shares; 2025Q1: 8,968 shares; 2025Q2: 11,196 shares; 2025Q3: 11,768 shares; 2025Q4: 40,787 shares 40,787 $8.96M 0.35% +29,019 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: 90,894 shares; 2024Q3: 91,590 shares; 2024Q4: 86,264 shares; 2025Q1: 84,499 shares; 2025Q2: 84,806 shares; 2025Q3: 82,735 shares; 2025Q4: 78,321 shares 78,321 $7.82M 0.31% -4,414 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: not reported; 2024Q3: 6,379 shares; 2024Q4: 7,889 shares; 2025Q1: 7,929 shares; 2025Q2: 1,929 shares; 2025Q3: 28,215 shares; 2025Q4: 43,212 shares 43,212 $6.93M 0.27% +14,997 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: 93,418 shares; 2024Q3: 87,355 shares; 2024Q4: 85,300 shares; 2025Q1: 81,410 shares; 2025Q2: 73,060 shares; 2025Q3: 65,729 shares; 2025Q4: 64,606 shares 64,606 $6.92M 0.27% -1,123 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 89,013 shares; 2024Q3: 89,013 shares; 2024Q4: 83,757 shares; 2025Q1: 83,757 shares; 2025Q2: 83,757 shares; 2025Q3: 83,757 shares; 2025Q4: 75,382 shares 75,382 $6.91M 0.27% -8,375 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: 2,707 shares; 2024Q3: 2,731 shares; 2024Q4: 2,735 shares; 2025Q1: 2,727 shares; 2025Q2: 3,869 shares; 2025Q3: 3,326 shares; 2025Q4: 11,358 shares 11,358 $6.48M 0.25% +8,032 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,370 shares; 2024Q3: 14,032 shares; 2024Q4: 14,035 shares; 2025Q1: 13,923 shares; 2025Q2: 14,039 shares; 2025Q3: 14,041 shares; 2025Q4: 14,066 shares 14,066 $6.25M 0.25% +25 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: 12,599 shares; 2024Q3: 12,962 shares; 2024Q4: 12,964 shares; 2025Q1: 13,112 shares; 2025Q2: 21,778 shares; 2025Q3: 24,467 shares; 2025Q4: 32,073 shares 32,073 $6.25M 0.24% +7,606 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: 4,004 shares; 2024Q3: 4,337 shares; 2024Q4: 5,707 shares; 2025Q1: 5,763 shares; 2025Q2: 7,338 shares; 2025Q3: 7,016 shares; 2025Q4: 12,187 shares 12,187 $6.13M 0.24% +5,171 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: 3,411 shares; 2024Q3: 3,620 shares; 2024Q4: 3,679 shares; 2025Q1: 3,718 shares; 2025Q2: 5,110 shares; 2025Q3: 5,275 shares; 2025Q4: 6,373 shares 6,373 $5.5M 0.22% +1,098 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: 4,047 shares; 2024Q3: 3,854 shares; 2024Q4: 3,844 shares; 2025Q1: 3,871 shares; 2025Q2: 5,088 shares; 2025Q3: 4,999 shares; 2025Q4: 54,557 shares 54,557 $5.12M 0.2% +49,558 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 89,154 shares; 2024Q3: 89,807 shares; 2024Q4: 90,358 shares; 2025Q1: 104,477 shares; 2025Q2: 105,066 shares; 2025Q3: 105,587 shares; 2025Q4: 106,059 shares 106,059 $4.86M 0.19% +472 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: 6,046 shares; 2024Q3: 7,986 shares; 2024Q4: 9,385 shares; 2025Q1: 10,004 shares; 2025Q2: 31,425 shares; 2025Q3: 39,018 shares; 2025Q4: 41,866 shares 41,866 $4.66M 0.18% +2,848 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: 8,869 shares; 2024Q3: 8,871 shares; 2024Q4: 9,440 shares; 2025Q1: 14,251 shares; 2025Q2: 14,756 shares; 2025Q3: 9,754 shares; 2025Q4: 10,346 shares 10,346 $4.65M 0.18% +592 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,007 shares; 2024Q3: 1,942 shares; 2024Q4: 1,952 shares; 2025Q1: 1,992 shares; 2025Q2: 1,942 shares; 2025Q3: 21,942 shares; 2025Q4: 21,942 shares 21,942 $4.56M 0.18% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,558 shares 56,558 $4.49M 0.18% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,607 shares; 2024Q3: 9,932 shares; 2024Q4: 9,932 shares; 2025Q1: 10,012 shares; 2025Q2: 11,546 shares; 2025Q3: 12,021 shares; 2025Q4: 27,655 shares 27,655 $4.45M 0.17% +15,634 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: 1,928 shares; 2024Q3: 1,981 shares; 2024Q4: 2,228 shares; 2025Q1: 2,562 shares; 2025Q2: 2,833 shares; 2025Q3: 2,776 shares; 2025Q4: 6,602 shares 6,602 $4.06M 0.16% +3,826 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: 5,056 shares; 2024Q3: 5,474 shares; 2024Q4: 5,928 shares; 2025Q1: 5,919 shares; 2025Q2: 7,832 shares; 2025Q3: 8,839 shares; 2025Q4: 11,461 shares 11,461 $3.94M 0.15% +2,622 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: 3,804 shares; 2024Q3: 3,600 shares; 2024Q4: 3,585 shares; 2025Q1: 3,813 shares; 2025Q2: 3,717 shares; 2025Q3: 3,719 shares; 2025Q4: 3,240 shares 3,240 $3.94M 0.15% -479 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: 30,987 shares; 2024Q3: 49,684 shares; 2024Q4: 179,364 shares; 2025Q1: 192,581 shares; 2025Q2: 165,682 shares; 2025Q3: 176,799 shares; 2025Q4: 141,306 shares 141,306 $3.88M 0.15% -35,493 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: 592 shares; 2024Q3: 599 shares; 2024Q4: 600 shares; 2025Q1: 558 shares; 2025Q2: 4,142 shares; 2025Q3: 4,398 shares; 2025Q4: 4,399 shares 4,399 $3.87M 0.15% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,215 shares; 2024Q4: 2,807 shares; 2025Q1: 14,057 shares; 2025Q2: 26,079 shares; 2025Q3: 18,812 shares; 2025Q4: 24,828 shares 24,828 $3.83M 0.15% +6,016 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,850 shares; 2024Q3: not reported; 2024Q4: 1,760 shares; 2025Q1: 1,885 shares; 2025Q2: 20,847 shares; 2025Q3: 20,949 shares; 2025Q4: 20,988 shares 20,988 $3.73M 0.15% +39 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: 44,300 shares; 2024Q3: 38,460 shares; 2024Q4: 39,412 shares; 2025Q1: 31,935 shares; 2025Q2: 33,091 shares; 2025Q3: 33,141 shares; 2025Q4: 30,538 shares 30,538 $3.67M 0.14% -2,603 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: 9,362 shares; 2024Q3: 9,069 shares; 2024Q4: 7,991 shares; 2025Q1: 6,680 shares; 2025Q2: 17,509 shares; 2025Q3: 15,853 shares; 2025Q4: 11,128 shares 11,128 $3.67M 0.14% -4,725 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: 18,255 shares; 2024Q3: 15,344 shares; 2024Q4: 14,630 shares; 2025Q1: 18,027 shares; 2025Q2: 17,003 shares; 2025Q3: 16,848 shares; 2025Q4: 17,097 shares 17,097 $3.66M 0.14% +249 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: 13,658 shares; 2024Q3: 13,959 shares; 2024Q4: 15,238 shares; 2025Q1: 15,333 shares; 2025Q2: 16,020 shares; 2025Q3: 13,364 shares; 2025Q4: 24,837 shares 24,837 $3.56M 0.14% +11,473 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,876,671 shares; 2024Q3: 244,804 shares; 2024Q4: 234,804 shares; 2025Q1: 234,804 shares; 2025Q2: 234,804 shares; 2025Q3: 234,804 shares; 2025Q4: 305,778 shares 305,778 $3.51M 0.14% +70,974 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: 35,567 shares; 2024Q3: 35,346 shares; 2024Q4: 35,305 shares; 2025Q1: 36,509 shares; 2025Q2: 65,384 shares; 2025Q3: 64,159 shares; 2025Q4: 61,566 shares 61,566 $3.39M 0.13% -2,593 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: 20,386 shares; 2024Q3: 19,986 shares; 2024Q4: 20,736 shares; 2025Q1: 32,548 shares; 2025Q2: 35,776 shares; 2025Q3: 35,084 shares; 2025Q4: 32,523 shares 32,523 $3.25M 0.13% -2,561 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: not reported; 2024Q3: 6,000 shares; 2024Q4: 5,997 shares; 2025Q1: 8,734 shares; 2025Q2: 16,271 shares; 2025Q3: 17,017 shares; 2025Q4: 18,275 shares 18,275 $3.25M 0.13% +1,258 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: 1,753 shares; 2024Q3: 6,141 shares; 2024Q4: 6,276 shares; 2025Q1: 7,859 shares; 2025Q2: 8,445 shares; 2025Q3: 6,880 shares; 2025Q4: 6,865 shares 6,865 $3.22M 0.13% -15 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: 20,961 shares; 2024Q3: 19,344 shares; 2024Q4: 19,621 shares; 2025Q1: 17,151 shares; 2025Q2: 19,574 shares; 2025Q3: 19,871 shares; 2025Q4: 21,045 shares 21,045 $3.21M 0.13% +1,174 Timeline METV 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: 185,273 shares; 2024Q3: 178,046 shares; 2024Q4: 171,370 shares; 2025Q1: 164,048 shares; 2025Q2: 164,048 shares; 2025Q3: 163,952 shares; 2025Q4: 166,602 shares 166,602 $3.13M 0.12% +2,650 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,010 shares 20,010 $3.04M 0.12% new Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827,644 shares 827,644 $2.95M 0.12% new 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: 1,800 shares; 2024Q3: 1,901 shares; 2024Q4: 5,647 shares; 2025Q1: 6,239 shares; 2025Q2: 2,861 shares; 2025Q3: 2,968 shares; 2025Q4: 2,733 shares 2,733 $2.92M 0.11% -235 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: 7,937 shares; 2024Q3: 8,013 shares; 2024Q4: 7,979 shares; 2025Q1: 7,991 shares; 2025Q2: 10,782 shares; 2025Q3: 10,796 shares; 2025Q4: 12,268 shares 12,268 $2.84M 0.11% +1,472 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: 13,253 shares; 2024Q3: 12,143 shares; 2024Q4: 13,392 shares; 2025Q1: 13,593 shares; 2025Q2: 14,213 shares; 2025Q3: 13,322 shares; 2025Q4: 13,603 shares 13,603 $2.82M 0.11% +281 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: 18,861 shares; 2024Q3: 15,741 shares; 2024Q4: 14,603 shares; 2025Q1: 13,898 shares; 2025Q2: 11,848 shares; 2025Q3: 11,189 shares; 2025Q4: 34,881 shares 34,881 $2.8M 0.11% +23,692 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: 16,857 shares; 2024Q3: 17,129 shares; 2024Q4: 27,131 shares; 2025Q1: 27,327 shares; 2025Q2: 33,408 shares; 2025Q3: 30,948 shares; 2025Q4: 29,450 shares 29,450 $2.74M 0.11% -1,498 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: 5,512 shares; 2024Q3: 6,789 shares; 2024Q4: 8,237 shares; 2025Q1: 8,313 shares; 2025Q2: 10,747 shares; 2025Q3: 10,814 shares; 2025Q4: 14,366 shares 14,366 $2.74M 0.11% +3,552 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: 4,184 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,116 shares; 2025Q2: 19,581 shares; 2025Q3: 27,581 shares; 2025Q4: 26,403 shares 26,403 $2.62M 0.1% -1,178 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 42,121 shares; 2024Q3: 36,821 shares; 2024Q4: 27,301 shares; 2025Q1: 26,401 shares; 2025Q2: 23,858 shares; 2025Q3: 23,861 shares; 2025Q4: 18,383 shares 18,383 $2.61M 0.1% -5,478 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: not reported; 2024Q3: 9,561 shares; 2024Q4: 9,561 shares; 2025Q1: 9,561 shares; 2025Q2: 9,561 shares; 2025Q3: 10,934 shares; 2025Q4: 20,381 shares 20,381 $2.6M 0.1% +9,447 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: 8,481 shares; 2024Q3: 8,036 shares; 2024Q4: 8,553 shares; 2025Q1: 7,997 shares; 2025Q2: 9,401 shares; 2025Q3: 10,846 shares; 2025Q4: 26,548 shares 26,548 $2.55M 0.1% +15,702 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,314 shares; 2024Q3: 13,334 shares; 2024Q4: 13,367 shares; 2025Q1: 13,591 shares; 2025Q2: 13,429 shares; 2025Q3: 13,457 shares; 2025Q4: 17,121 shares 17,121 $2.31M 0.09% +3,664 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,527 shares; 2025Q3: 7,542 shares; 2025Q4: 8,014 shares 8,014 $2.29M 0.09% +472 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: 3,272 shares; 2024Q3: 3,277 shares; 2024Q4: 3,231 shares; 2025Q1: 3,232 shares; 2025Q2: 3,229 shares; 2025Q3: 3,232 shares; 2025Q4: 3,383 shares 3,383 $2.24M 0.09% +151 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: 1,159 shares; 2024Q3: 2,030 shares; 2024Q4: 2,648 shares; 2025Q1: 2,685 shares; 2025Q2: 4,355 shares; 2025Q3: 4,331 shares; 2025Q4: 4,510 shares 4,510 $2.2M 0.09% +179 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: 15,521 shares; 2024Q3: 14,829 shares; 2024Q4: 14,865 shares; 2025Q1: 15,225 shares; 2025Q2: 22,001 shares; 2025Q3: 21,731 shares; 2025Q4: 27,994 shares 27,994 $2.16M 0.08% +6,263 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 27,230 shares; 2024Q4: 27,835 shares; 2025Q1: 29,031 shares; 2025Q2: 27,725 shares; 2025Q3: 28,030 shares; 2025Q4: 33,258 shares 33,258 $2.14M 0.08% +5,228 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: 4,213 shares; 2024Q3: 4,271 shares; 2024Q4: 4,240 shares; 2025Q1: 4,169 shares; 2025Q2: 4,183 shares; 2025Q3: 3,742 shares; 2025Q4: 3,758 shares 3,758 $2.13M 0.08% +16 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: 7,483 shares; 2024Q3: 8,748 shares; 2024Q4: 5,008 shares; 2025Q1: 4,728 shares; 2025Q2: 4,658 shares; 2025Q3: 4,658 shares; 2025Q4: 3,458 shares 3,458 $2.09M 0.08% -1,200 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: 3,577 shares; 2024Q3: 3,782 shares; 2024Q4: 3,737 shares; 2025Q1: 4,485 shares; 2025Q2: 8,600 shares; 2025Q3: 8,980 shares; 2025Q4: 10,962 shares 10,962 $2.01M 0.08% +1,982 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,000 shares 70,000 $2.01M 0.08% new 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: 23,206 shares; 2024Q3: 27,397 shares; 2024Q4: 31,744 shares; 2025Q1: 32,163 shares; 2025Q2: 34,340 shares; 2025Q3: 35,048 shares; 2025Q4: 30,225 shares 30,225 $1.99M 0.08% -4,823 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: 16,763 shares; 2024Q3: 18,549 shares; 2024Q4: 19,877 shares; 2025Q1: 18,508 shares; 2025Q2: 18,051 shares; 2025Q3: 7,831 shares; 2025Q4: 7,940 shares 7,940 $1.95M 0.08% +109 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: 4,561 shares; 2024Q3: 4,494 shares; 2024Q4: 4,847 shares; 2025Q1: 4,948 shares; 2025Q2: 4,526 shares; 2025Q3: 4,549 shares; 2025Q4: 4,852 shares 4,852 $1.92M 0.08% +303 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: 42,374 shares; 2024Q3: 43,837 shares; 2024Q4: 58,981 shares; 2025Q1: 19,710 shares; 2025Q2: 20,002 shares; 2025Q3: 15,590 shares; 2025Q4: 18,154 shares 18,154 $1.91M 0.07% +2,564 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,010 shares; 2024Q3: 4,005 shares; 2024Q4: 3,860 shares; 2025Q1: 2,850 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,025 shares 30,025 $1.89M 0.07% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,600 shares; 2025Q3: 40,185 shares; 2025Q4: 49,912 shares 49,912 $1.89M 0.07% +9,727 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: 120,261 shares; 2024Q3: 5,803 shares; 2024Q4: 6,453 shares; 2025Q1: 4,941 shares; 2025Q2: 4,558 shares; 2025Q3: 2,094 shares; 2025Q4: 12,155 shares 12,155 $1.88M 0.07% +10,061 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: 71,091 shares; 2024Q3: 30,265 shares; 2024Q4: 30,102 shares; 2025Q1: 114,825 shares; 2025Q2: 116,260 shares; 2025Q3: 116,353 shares; 2025Q4: 75,440 shares 75,440 $1.87M 0.07% -40,913 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: 78,773 shares; 2024Q3: 79,409 shares; 2024Q4: 82,493 shares; 2025Q1: 81,255 shares; 2025Q2: 77,485 shares; 2025Q3: 75,196 shares; 2025Q4: 57,557 shares 57,557 $1.85M 0.07% -17,639 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: 18,215 shares; 2024Q3: 17,847 shares; 2024Q4: 18,775 shares; 2025Q1: 19,837 shares; 2025Q2: 20,216 shares; 2025Q3: 15,200 shares; 2025Q4: 15,779 shares 15,779 $1.8M 0.07% +579 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 151,741 shares; 2024Q3: 151,752 shares; 2024Q4: 150,203 shares; 2025Q1: 160,819 shares; 2025Q2: 157,382 shares; 2025Q3: 157,381 shares; 2025Q4: 102,691 shares 102,691 $1.77M 0.07% -54,690 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: 2,258 shares; 2024Q3: 2,534 shares; 2024Q4: 3,590 shares; 2025Q1: 3,667 shares; 2025Q2: 6,831 shares; 2025Q3: 6,596 shares; 2025Q4: 7,748 shares 7,748 $1.77M 0.07% +1,152 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,969 shares; 2025Q2: 10,018 shares; 2025Q3: 2,297 shares; 2025Q4: 11,907 shares 11,907 $1.72M 0.07% +9,610 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: not reported; 2024Q3: not reported; 2024Q4: 12,825 shares; 2025Q1: 24,037 shares; 2025Q2: 22,549 shares; 2025Q3: 21,768 shares; 2025Q4: 21,500 shares 21,500 $1.71M 0.07% -268 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 905 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,260 shares 9,260 $1.66M 0.06% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,949 shares; 2024Q3: 2,319 shares; 2024Q4: 2,153 shares; 2025Q1: 2,168 shares; 2025Q2: 2,872 shares; 2025Q3: 2,874 shares; 2025Q4: 2,857 shares 2,857 $1.66M 0.06% -17 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: 30,257 shares; 2024Q3: 26,625 shares; 2024Q4: 22,311 shares; 2025Q1: 24,197 shares; 2025Q2: 24,977 shares; 2025Q3: 24,417 shares; 2025Q4: 19,472 shares 19,472 $1.65M 0.06% -4,945 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares 300,000 $1.62M 0.06% 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: 75 shares; 2024Q3: 75 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 98 shares; 2025Q4: 297 shares 297 $1.59M 0.06% +199 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,412 shares; 2025Q3: 6,413 shares; 2025Q4: 6,491 shares 6,491 $1.57M 0.06% +78 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: 2,921 shares; 2024Q3: 2,923 shares; 2024Q4: 2,923 shares; 2025Q1: 2,973 shares; 2025Q2: 2,987 shares; 2025Q3: 2,921 shares; 2025Q4: 2,943 shares 2,943 $1.54M 0.06% +22 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 363,460 shares; 2025Q2: 350,060 shares; 2025Q3: 349,328 shares; 2025Q4: 305,133 shares 305,133 $1.52M 0.06% -44,195 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: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.06% 0 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: 1,963 shares; 2024Q3: 2,081 shares; 2024Q4: 2,386 shares; 2025Q1: 2,524 shares; 2025Q2: 3,833 shares; 2025Q3: 3,939 shares; 2025Q4: 4,902 shares 4,902 $1.5M 0.06% +963 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: 5,156 shares; 2024Q3: 5,214 shares; 2024Q4: 5,329 shares; 2025Q1: 5,423 shares; 2025Q2: 5,403 shares; 2025Q3: 5,778 shares; 2025Q4: 5,032 shares 5,032 $1.49M 0.06% -746 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: 4,979 shares; 2024Q3: 5,051 shares; 2024Q4: 4,689 shares; 2025Q1: 4,752 shares; 2025Q2: 9,541 shares; 2025Q3: 9,814 shares; 2025Q4: 11,802 shares 11,802 $1.48M 0.06% +1,988 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,313 shares; 2024Q3: 2,313 shares; 2024Q4: 2,182 shares; 2025Q1: 2,242 shares; 2025Q2: 2,307 shares; 2025Q3: 2,355 shares; 2025Q4: 2,583 shares 2,583 $1.47M 0.06% +228 Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165,291 shares; 2025Q3: 678,086 shares; 2025Q4: 278,792 shares 278,792 $1.46M 0.06% -399,294 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,829 shares; 2025Q3: 11,141 shares; 2025Q4: 11,872 shares 11,872 $1.39M 0.05% +731 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: 10,700 shares; 2024Q3: 13,118 shares; 2024Q4: 13,702 shares; 2025Q1: 14,006 shares; 2025Q2: 14,428 shares; 2025Q3: 14,433 shares; 2025Q4: 14,313 shares 14,313 $1.38M 0.05% -120 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,371 shares 31,371 $1.35M 0.05% new 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: 2,410 shares; 2024Q3: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,400 shares; 2025Q4: 2,203 shares 2,203 $1.33M 0.05% -197 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: 1,267 shares; 2024Q3: 1,934 shares; 2024Q4: 5,370 shares; 2025Q1: 5,264 shares; 2025Q2: 5,528 shares; 2025Q3: 7,242 shares; 2025Q4: 7,207 shares 7,207 $1.33M 0.05% -35 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,510 shares; 2025Q3: 4,514 shares; 2025Q4: 5,775 shares 5,775 $1.32M 0.05% +1,261 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,712 shares; 2025Q1: 19,906 shares; 2025Q2: 12,236 shares; 2025Q3: 9,237 shares; 2025Q4: 7,864 shares 7,864 $1.27M 0.05% -1,373 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: 5,614 shares; 2024Q3: 5,712 shares; 2024Q4: 5,900 shares; 2025Q1: 5,490 shares; 2025Q2: 6,237 shares; 2025Q3: 6,506 shares; 2025Q4: 6,508 shares 6,508 $1.27M 0.05% +2 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,254 shares 67,254 $1.26M 0.05% new 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: 3,534 shares; 2024Q3: 2,942 shares; 2024Q4: 3,731 shares; 2025Q1: 3,716 shares; 2025Q2: 3,832 shares; 2025Q3: 4,001 shares; 2025Q4: 4,899 shares 4,899 $1.26M 0.05% +898 Timeline KBE 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: 20,525 shares; 2024Q3: 20,525 shares; 2024Q4: 20,525 shares; 2025Q1: 40,059 shares; 2025Q2: 40,189 shares; 2025Q3: 20,525 shares; 2025Q4: 20,525 shares 20,525 $1.25M 0.05% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,868 shares 25,868 $1.24M 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,589 shares 2,589 $1.24M 0.05% new 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: 4,477 shares; 2024Q3: 4,486 shares; 2024Q4: 4,490 shares; 2025Q1: 4,513 shares; 2025Q2: 4,556 shares; 2025Q3: 4,511 shares; 2025Q4: 5,271 shares 5,271 $1.21M 0.05% +760 Timeline EPS 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: 22,292 shares; 2024Q3: 20,782 shares; 2024Q4: 20,871 shares; 2025Q1: 20,877 shares; 2025Q2: 17,414 shares; 2025Q3: 15,135 shares; 2025Q4: 16,948 shares 16,948 $1.2M 0.05% +1,813 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: not reported; 2024Q3: not reported; 2024Q4: 3,043 shares; 2025Q1: not reported; 2025Q2: 6,437 shares; 2025Q3: 10,575 shares; 2025Q4: 27,736 shares 27,736 $1.18M 0.05% +17,161 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: 4,514 shares; 2024Q3: 5,902 shares; 2024Q4: 7,808 shares; 2025Q1: 8,183 shares; 2025Q2: 10,509 shares; 2025Q3: 12,229 shares; 2025Q4: 12,650 shares 12,650 $1.13M 0.04% +421 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,654 shares; 2025Q4: 1,975 shares 1,975 $1.13M 0.04% +321 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,346 shares 19,346 $1.12M 0.04% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,271 shares; 2024Q3: 18,409 shares; 2024Q4: 17,974 shares; 2025Q1: 17,941 shares; 2025Q2: 18,056 shares; 2025Q3: 18,323 shares; 2025Q4: 18,451 shares 18,451 $1.11M 0.04% +128 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,600 shares 100,600 $1.11M 0.04% new Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $1.08M 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,826 shares; 2024Q3: 16,729 shares; 2024Q4: 17,367 shares; 2025Q1: 16,942 shares; 2025Q2: 17,653 shares; 2025Q3: 13,031 shares; 2025Q4: 15,486 shares 15,486 $1.08M 0.04% +2,455 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,298 shares 18,298 $1.08M 0.04% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,798 shares; 2025Q3: 4,604 shares; 2025Q4: 6,207 shares 6,207 $1.06M 0.04% +1,603 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,426 shares 40,426 $1.06M 0.04% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,112 shares 5,112 $1.04M 0.04% new 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: 3,941 shares; 2024Q3: 4,018 shares; 2024Q4: 4,572 shares; 2025Q1: 4,426 shares; 2025Q2: 5,537 shares; 2025Q3: 6,043 shares; 2025Q4: 6,651 shares 6,651 $1.02M 0.04% +608 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,157 shares; 2025Q2: 2,167 shares; 2025Q3: 2,305 shares; 2025Q4: 2,374 shares 2,374 $1M 0.04% +69 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: 8,638 shares; 2024Q3: 12,023 shares; 2024Q4: 9,973 shares; 2025Q1: 29,993 shares; 2025Q2: 25,845 shares; 2025Q3: 12,585 shares; 2025Q4: 15,383 shares 15,383 $980K 0.04% +2,798 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,660 shares; 2024Q3: 30,660 shares; 2024Q4: 30,660 shares; 2025Q1: 30,660 shares; 2025Q2: 30,660 shares; 2025Q3: 130,660 shares; 2025Q4: 203,000 shares 203,000 $974K 0.04% +72,340 Timeline KEYERA CORP SHS KEYERA CORP SHS More: the full row for KEYERA CORP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,302 shares 30,302 $973K 0.04% new ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,703 shares 12,703 $966K 0.04% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,983 shares; 2024Q3: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 2,949 shares; 2025Q4: 2,985 shares 2,985 $966K 0.04% +36 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,023 shares; 2025Q4: 2,053 shares 2,053 $956K 0.04% +30 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,154 shares; 2024Q3: 3,154 shares; 2024Q4: 3,154 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,178 shares; 2025Q4: 3,373 shares 3,373 $921K 0.04% +195 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: 1,462 shares; 2024Q3: 1,925 shares; 2024Q4: 1,479 shares; 2025Q1: 1,514 shares; 2025Q2: 4,005 shares; 2025Q3: 4,090 shares; 2025Q4: 4,189 shares 4,189 $920K 0.04% +99 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: 124 shares; 2024Q3: 134 shares; 2024Q4: 723 shares; 2025Q1: 629 shares; 2025Q2: 642 shares; 2025Q3: 408 shares; 2025Q4: 445 shares 445 $896K 0.04% +37 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: 34,592 shares; 2024Q3: 39,631 shares; 2024Q4: 39,470 shares; 2025Q1: 39,509 shares; 2025Q2: 15,124 shares; 2025Q3: 15,178 shares; 2025Q4: 15,211 shares 15,211 $877K 0.03% +33 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: not reported; 2024Q3: not reported; 2024Q4: 798 shares; 2025Q1: 1,120 shares; 2025Q2: 710 shares; 2025Q3: 885 shares; 2025Q4: 2,402 shares 2,402 $841K 0.03% +1,517 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,714 shares 11,714 $837K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 957 shares; 2024Q3: 957 shares; 2024Q4: 968 shares; 2025Q1: 1,235 shares; 2025Q2: 2,657 shares; 2025Q3: 2,363 shares; 2025Q4: 2,553 shares 2,553 $836K 0.03% +190 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: not reported; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: not reported; 2025Q2: 2,238 shares; 2025Q3: 2,583 shares; 2025Q4: 2,594 shares 2,594 $826K 0.03% +11 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: 882 shares; 2024Q3: 803 shares; 2024Q4: 1,393 shares; 2025Q1: 1,349 shares; 2025Q2: 3,811 shares; 2025Q3: 3,301 shares; 2025Q4: 3,105 shares 3,105 $823K 0.03% -196 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,458 shares; 2025Q2: 18,438 shares; 2025Q3: 18,438 shares; 2025Q4: 18,438 shares 18,438 $792K 0.03% 0 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: 30,732 shares; 2024Q3: 28,871 shares; 2024Q4: 28,805 shares; 2025Q1: 30,434 shares; 2025Q2: 30,884 shares; 2025Q3: 27,993 shares; 2025Q4: 30,968 shares 30,968 $771K 0.03% +2,975 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: 4,036 shares; 2024Q3: 4,196 shares; 2024Q4: 4,070 shares; 2025Q1: 4,082 shares; 2025Q2: 4,214 shares; 2025Q3: 4,178 shares; 2025Q4: 4,145 shares 4,145 $769K 0.03% -33 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: 1,543 shares; 2024Q3: 1,812 shares; 2024Q4: 1,336 shares; 2025Q1: 1,339 shares; 2025Q2: 1,343 shares; 2025Q3: 2,101 shares; 2025Q4: 3,611 shares 3,611 $759K 0.03% +1,510 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,035 shares; 2025Q2: 9,073 shares; 2025Q3: 5,884 shares; 2025Q4: 4,555 shares 4,555 $758K 0.03% -1,329 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: 13,106 shares; 2024Q3: 13,106 shares; 2024Q4: 13,106 shares; 2025Q1: 13,106 shares; 2025Q2: 13,106 shares; 2025Q3: 13,106 shares; 2025Q4: 13,106 shares 13,106 $745K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,518 shares; 2024Q3: 2,556 shares; 2024Q4: 2,526 shares; 2025Q1: 2,656 shares; 2025Q2: 2,526 shares; 2025Q3: 2,646 shares; 2025Q4: 4,236 shares 4,236 $744K 0.03% +1,590 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $700K 0.03% 0 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: 2,588 shares; 2024Q3: 2,597 shares; 2024Q4: 2,867 shares; 2025Q1: 3,162 shares; 2025Q2: 3,974 shares; 2025Q3: 4,051 shares; 2025Q4: 5,805 shares 5,805 $698K 0.03% +1,754 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: 25,225 shares; 2024Q3: 13,459 shares; 2024Q4: 8,852 shares; 2025Q1: 8,220 shares; 2025Q2: 8,400 shares; 2025Q3: 15,972 shares; 2025Q4: 16,503 shares 16,503 $672K 0.03% +531 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: not reported; 2024Q3: not reported; 2024Q4: 1,514 shares; 2025Q1: 2,030 shares; 2025Q2: 2,005 shares; 2025Q3: 2,011 shares; 2025Q4: 3,153 shares 3,153 $669K 0.03% +1,142 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,670 shares 9,670 $648K 0.03% new 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: 3,712 shares; 2024Q3: 2,279 shares; 2024Q4: 2,279 shares; 2025Q1: 2,301 shares; 2025Q2: 2,289 shares; 2025Q3: 2,278 shares; 2025Q4: 2,353 shares 2,353 $631K 0.02% +75 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,063 shares; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,089 shares; 2025Q2: 3,063 shares; 2025Q3: 2,990 shares; 2025Q4: 2,168 shares 2,168 $626K 0.02% -822 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,310 shares; 2025Q3: 2,456 shares; 2025Q4: 1,070 shares 1,070 $621K 0.02% -1,386 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,126 shares; 2025Q4: 13,126 shares 13,126 $616K 0.02% 0 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: 2,044 shares; 2024Q3: 1,477 shares; 2024Q4: not reported; 2025Q1: 1,525 shares; 2025Q2: 1,477 shares; 2025Q3: 1,477 shares; 2025Q4: 4,398 shares 4,398 $612K 0.02% +2,921 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,150 shares; 2025Q2: 20,175 shares; 2025Q3: 20,175 shares; 2025Q4: 20,175 shares 20,175 $603K 0.02% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,671 shares 4,671 $580K 0.02% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,451 shares; 2024Q3: 6,755 shares; 2024Q4: 7,205 shares; 2025Q1: 26,171 shares; 2025Q2: 27,639 shares; 2025Q3: 10,486 shares; 2025Q4: 8,769 shares 8,769 $568K 0.02% -1,717 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,015 shares 84,015 $568K 0.02% new 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: 3,029 shares; 2024Q3: 3,520 shares; 2024Q4: 3,774 shares; 2025Q1: 3,647 shares; 2025Q2: 3,652 shares; 2025Q3: 3,913 shares; 2025Q4: 3,944 shares 3,944 $566K 0.02% +31 Timeline MOTG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,457 shares; 2025Q2: 6,969 shares; 2025Q3: 8,995 shares; 2025Q4: 14,517 shares 14,517 $563K 0.02% +5,522 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: 2,071 shares; 2024Q3: 2,071 shares; 2024Q4: 2,508 shares; 2025Q1: 2,480 shares; 2025Q2: 6,050 shares; 2025Q3: 5,947 shares; 2025Q4: 5,949 shares 5,949 $557K 0.02% +2 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,385 shares; 2025Q1: 2,687 shares; 2025Q2: 2,605 shares; 2025Q3: 2,420 shares; 2025Q4: 2,432 shares 2,432 $554K 0.02% +12 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 575 shares; 2024Q4: 780 shares; 2025Q1: 805 shares; 2025Q2: 1,019 shares; 2025Q3: 1,077 shares; 2025Q4: 1,575 shares 1,575 $553K 0.02% +498 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,266 shares; 2024Q3: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares 2,266 $546K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 2,770 shares; 2025Q4: 4,096 shares 4,096 $544K 0.02% +1,326 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,999 shares 8,999 $541K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,800 shares; 2025Q3: 14,808 shares; 2025Q4: 14,800 shares 14,800 $536K 0.02% -8 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: 1,399 shares; 2024Q3: 1,899 shares; 2024Q4: 2,149 shares; 2025Q1: 2,298 shares; 2025Q2: 2,977 shares; 2025Q3: 3,427 shares; 2025Q4: 4,263 shares 4,263 $536K 0.02% +836 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,300 shares; 2025Q3: 6,452 shares; 2025Q4: 7,705 shares 7,705 $535K 0.02% +1,253 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,367 shares; 2024Q4: 2,381 shares; 2025Q1: 2,441 shares; 2025Q2: 2,949 shares; 2025Q3: 3,050 shares; 2025Q4: 3,262 shares 3,262 $526K 0.02% +212 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,771 shares; 2025Q3: 4,771 shares; 2025Q4: 4,771 shares 4,771 $512K 0.02% 0 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: not reported; 2024Q3: 270 shares; 2024Q4: 479 shares; 2025Q1: 372 shares; 2025Q2: 764 shares; 2025Q3: 703 shares; 2025Q4: 3,340 shares 3,340 $512K 0.02% +2,637 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,940 shares; 2025Q3: 8,199 shares; 2025Q4: 9,230 shares 9,230 $506K 0.02% +1,031 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 610 shares; 2024Q3: 2,445 shares; 2024Q4: 2,450 shares; 2025Q1: 2,455 shares; 2025Q2: 2,459 shares; 2025Q3: 2,624 shares; 2025Q4: 2,652 shares 2,652 $499K 0.02% +28 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,816 shares; 2024Q3: 20,816 shares; 2024Q4: 20,816 shares; 2025Q1: 20,852 shares; 2025Q2: 8,379 shares; 2025Q3: 8,379 shares; 2025Q4: 11,904 shares 11,904 $489K 0.02% +3,525 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: 4,196 shares; 2024Q3: 926 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,455 shares; 2025Q3: 1,456 shares; 2025Q4: 1,679 shares 1,679 $485K 0.02% +223 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,314 shares 10,314 $485K 0.02% new 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: 4,944 shares; 2024Q3: 4,944 shares; 2024Q4: 4,944 shares; 2025Q1: 4,944 shares; 2025Q2: 4,980 shares; 2025Q3: 4,944 shares; 2025Q4: 7,192 shares 7,192 $483K 0.02% +2,248 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,403 shares; 2025Q2: 6,221 shares; 2025Q3: 6,227 shares; 2025Q4: 6,951 shares 6,951 $482K 0.02% +724 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,177 shares 3,177 $473K 0.02% new 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: not reported; 2024Q3: 9,400 shares; 2024Q4: 18,800 shares; 2025Q1: 18,800 shares; 2025Q2: 18,800 shares; 2025Q3: 18,800 shares; 2025Q4: 19,499 shares 19,499 $469K 0.02% +699 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: 3,125 shares; 2024Q3: 3,125 shares; 2024Q4: 3,493 shares; 2025Q1: 3,934 shares; 2025Q2: 3,434 shares; 2025Q3: 3,234 shares; 2025Q4: 3,235 shares 3,235 $458K 0.02% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,611 shares; 2024Q3: 2,611 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,612 shares; 2025Q3: 5,161 shares; 2025Q4: 4,755 shares 4,755 $457K 0.02% -406 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,820 shares; 2024Q3: 6,870 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,820 shares; 2025Q3: 6,820 shares; 2025Q4: 11,950 shares 11,950 $454K 0.02% +5,130 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,765 shares; 2025Q4: 7,257 shares 7,257 $453K 0.02% -508 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,000 shares 35,000 $450K 0.02% new Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $450K 0.02% 0 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: 1,410 shares; 2024Q3: 1,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,739 shares; 2025Q3: 2,738 shares; 2025Q4: 2,753 shares 2,753 $449K 0.02% +15 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $446K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,909 shares 1,909 $446K 0.02% +509 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,755 shares; 2024Q3: 1,755 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,832 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares 1,755 $445K 0.02% 0 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: 537 shares; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 554 shares; 2025Q3: 539 shares; 2025Q4: 539 shares 539 $442K 0.02% 0 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: 34,375 shares; 2024Q3: 8,828 shares; 2024Q4: 8,653 shares; 2025Q1: 7,789 shares; 2025Q2: 7,661 shares; 2025Q3: 5,141 shares; 2025Q4: 7,560 shares 7,560 $441K 0.02% +2,419 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: not reported; 2024Q3: 1,915 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,915 shares; 2025Q3: 1,550 shares; 2025Q4: 1,563 shares 1,563 $430K 0.02% +13 Timeline HNVR HANOVER BANCORP INC More: the full row for HANOVER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,624 shares 18,624 $430K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,102 shares; 2025Q4: 2,312 shares 2,312 $429K 0.02% +210 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,600 shares; 2024Q3: 3,792 shares; 2024Q4: 3,600 shares; 2025Q1: 3,700 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,634 shares 3,634 $417K 0.02% +34 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: 4,044 shares; 2024Q3: 4,051 shares; 2024Q4: 3,994 shares; 2025Q1: 3,994 shares; 2025Q2: 3,994 shares; 2025Q3: 3,994 shares; 2025Q4: 5,547 shares 5,547 $409K 0.02% +1,553 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,270 shares; 2024Q3: not reported; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,926 shares; 2025Q3: 2,943 shares; 2025Q4: 2,961 shares 2,961 $404K 0.02% +18 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: not reported; 2024Q3: 438,814 shares; 2024Q4: 463,143 shares; 2025Q1: 501,307 shares; 2025Q2: 6,516 shares; 2025Q3: 7,359 shares; 2025Q4: 8,606 shares 8,606 $403K 0.02% +1,247 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $401K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 284 shares; 2025Q1: 272 shares; 2025Q2: 414 shares; 2025Q3: 366 shares; 2025Q4: 374 shares 374 $400K 0.02% +8 Timeline DLN 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: 10,966 shares; 2024Q3: 5,565 shares; 2024Q4: 5,810 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 4,481 shares; 2025Q4: 4,481 shares 4,481 $395K 0.02% 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: 18,400 shares; 2024Q3: 23,209 shares; 2024Q4: 26,468 shares; 2025Q1: 24,457 shares; 2025Q2: 24,439 shares; 2025Q3: 19,962 shares; 2025Q4: 23,728 shares 23,728 $391K 0.02% +3,766 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,730 shares; 2025Q4: 14,350 shares 14,350 $390K 0.02% +8,620 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,457 shares; 2025Q3: 1,461 shares; 2025Q4: 1,827 shares 1,827 $387K 0.02% +366 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: not reported; 2024Q3: 1,208 shares; 2024Q4: 2,866 shares; 2025Q1: 2,117 shares; 2025Q2: 2,013 shares; 2025Q3: 2,090 shares; 2025Q4: 2,115 shares 2,115 $383K 0.02% +25 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: not reported; 2024Q3: 428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $381K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,247 shares; 2024Q3: 2,325 shares; 2024Q4: 2,316 shares; 2025Q1: 2,354 shares; 2025Q2: 2,378 shares; 2025Q3: 2,373 shares; 2025Q4: 4,260 shares 4,260 $379K 0.01% +1,887 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: not reported; 2024Q3: 1,224 shares; 2024Q4: 1,298 shares; 2025Q1: 1,204 shares; 2025Q2: 1,223 shares; 2025Q3: 1,125 shares; 2025Q4: 1,287 shares 1,287 $378K 0.01% +162 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares 1,521 $375K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,248 shares; 2025Q2: 2,088 shares; 2025Q3: 3,700 shares; 2025Q4: 3,820 shares 3,820 $364K 0.01% +120 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 905 shares; 2025Q4: 1,081 shares 1,081 $364K 0.01% +176 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,085 shares; 2025Q3: 7,781 shares; 2025Q4: 7,080 shares 7,080 $360K 0.01% -701 Timeline USFR 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,023 shares; 2025Q4: 7,070 shares 7,070 $356K 0.01% +47 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,479 shares; 2025Q3: 8,799 shares; 2025Q4: 9,384 shares 9,384 $355K 0.01% +585 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: 1,680 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,232 shares; 2025Q2: 2,245 shares; 2025Q3: 2,480 shares; 2025Q4: 2,496 shares 2,496 $352K 0.01% +16 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: 2,064 shares; 2024Q3: 2,074 shares; 2024Q4: 2,084 shares; 2025Q1: 2,093 shares; 2025Q2: 2,104 shares; 2025Q3: 2,114 shares; 2025Q4: 2,313 shares 2,313 $350K 0.01% +199 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,555 shares 1,555 $347K 0.01% new 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: 2,802 shares; 2024Q3: 2,814 shares; 2024Q4: 2,827 shares; 2025Q1: 2,942 shares; 2025Q2: 2,958 shares; 2025Q3: 3,188 shares; 2025Q4: 3,134 shares 3,134 $346K 0.01% -54 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: 3,867 shares; 2024Q3: 3,867 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 2,898 shares; 2025Q4: 2,953 shares 2,953 $343K 0.01% +55 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 524 shares 524 $343K 0.01% +50 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 929 shares 929 $342K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: 4,248 shares 4,248 $341K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares 243 $339K 0.01% new Timeline PRFZ 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: 7,375 shares; 2024Q3: 7,375 shares; 2024Q4: 7,375 shares; 2025Q1: 7,375 shares; 2025Q2: 7,375 shares; 2025Q3: 7,375 shares; 2025Q4: 7,375 shares 7,375 $338K 0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 2,711 shares; 2025Q4: 2,594 shares 2,594 $335K 0.01% -117 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: not reported; 2024Q3: not reported; 2024Q4: 465 shares; 2025Q1: 718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares 690 $334K 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: not reported; 2024Q3: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 3,866 shares; 2025Q3: 1,416 shares; 2025Q4: 1,444 shares 1,444 $332K 0.01% +28 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: 6,303 shares; 2024Q3: 7,015 shares; 2024Q4: 9,828 shares; 2025Q1: 8,259 shares; 2025Q2: 6,283 shares; 2025Q3: 4,778 shares; 2025Q4: 7,422 shares 7,422 $332K 0.01% +2,644 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,462 shares; 2025Q4: 14,781 shares 14,781 $332K 0.01% +7,319 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,188 shares; 2025Q4: 2,433 shares 2,433 $331K 0.01% +245 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,995 shares; 2025Q3: 10,254 shares; 2025Q4: 11,885 shares 11,885 $327K 0.01% +1,631 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: 1,133 shares; 2024Q3: 1,083 shares; 2024Q4: 968 shares; 2025Q1: 992 shares; 2025Q2: 1,168 shares; 2025Q3: 1,286 shares; 2025Q4: 1,349 shares 1,349 $325K 0.01% +63 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,091 shares; 2025Q2: 1,006 shares; 2025Q3: 1,038 shares; 2025Q4: 1,039 shares 1,039 $320K 0.01% +1 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: not reported; 2025Q4: 2,193 shares 2,193 $315K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,220 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,536 shares; 2025Q4: 8,379 shares 8,379 $309K 0.01% +1,843 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,750 shares 6,750 $307K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,488 shares; 2024Q3: 1,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,488 shares 1,488 $297K 0.01% 0 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: 2,352 shares; 2024Q3: 2,359 shares; 2024Q4: 2,362 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares; 2025Q3: 2,366 shares; 2025Q4: 2,365 shares 2,365 $288K 0.01% -1 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $280K 0.01% 0 Timeline FRMM FORUM MARKETS INC More: the full row for FORUM MARKETS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,603 shares 56,603 $277K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 874 shares; 2024Q3: 883 shares; 2024Q4: 875 shares; 2025Q1: 876 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 893 shares 893 $277K 0.01% +16 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,963 shares; 2025Q4: 6,468 shares 6,468 $276K 0.01% +505 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,733 shares; 2025Q3: 3,783 shares; 2025Q4: 4,102 shares 4,102 $276K 0.01% +319 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares 81 $275K 0.01% new Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,632 shares 2,632 $271K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126 $271K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 1,183 shares 1,183 $268K 0.01% +397 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,246 shares 1,246 $264K 0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,272 shares; 2025Q4: 5,272 shares 5,272 $263K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 1,085 shares 1,085 $262K 0.01% +185 Timeline JPMORGAN ETFS ((IRELAND) IC… JPMORGAN ETFS ((IRELAND) ICAV BET… More: the full row for JPMORGAN ETFS ((IRELAND) ICAV BETABLD US TRSRY BD 0-1 Y UT ETF USD ACC) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $260K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares 952 $258K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 4,769 shares; 2025Q4: 4,849 shares 4,849 $256K 0.01% +80 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 3,229 shares; 2025Q4: 3,473 shares 3,473 $255K 0.01% +244 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,138 shares; 2025Q3: not reported; 2025Q4: 2,123 shares 2,123 $254K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,219 shares; 2024Q3: 1,219 shares; 2024Q4: 1,159 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 795 shares; 2025Q4: 1,134 shares 1,134 $253K 0.01% +339 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,927 shares; 2025Q4: 1,738 shares 1,738 $250K 0.01% -189 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: not reported; 2024Q3: 1,254 shares; 2024Q4: 1,079 shares; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,575 shares; 2025Q4: 1,175 shares 1,175 $245K 0.01% -400 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: not reported; 2024Q3: not reported; 2024Q4: 7,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,675 shares 9,675 $245K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,504 shares 1,504 $245K 0.01% +245 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,300 shares 19,300 $244K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 324 shares 324 $244K 0.01% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,059 shares; 2025Q4: 3,059 shares 3,059 $244K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,633 shares 1,633 $243K 0.01% new 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: 4,208 shares; 2024Q3: 3,441 shares; 2024Q4: 3,442 shares; 2025Q1: 2,172 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,120 shares 1,120 $243K 0.01% +63 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,146 shares 2,146 $241K 0.01% new 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: 506 shares; 2024Q3: 520 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 499 shares; 2025Q3: not reported; 2025Q4: 527 shares 527 $239K 0.01% new Timeline PGX 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,121 shares 21,121 $237K 0.01% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,251 shares; 2025Q4: 4,658 shares 4,658 $236K 0.01% -4,593 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: 663 shares; 2024Q3: 738 shares; 2024Q4: 670 shares; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 734 shares 734 $229K 0.01% +14 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,050 shares; 2025Q3: 1,076 shares; 2025Q4: 1,157 shares 1,157 $225K 0.01% +81 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,669 shares 2,669 $225K 0.01% new 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: not reported; 2024Q3: 1,985 shares; 2024Q4: not reported; 2025Q1: 1,985 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares 2,260 $224K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $222K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,156 shares 4,156 $222K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: 4,556 shares; 2025Q1: not reported; 2025Q2: 4,095 shares; 2025Q3: 4,096 shares; 2025Q4: 4,103 shares 4,103 $221K 0.01% +7 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,368 shares; 2024Q3: 3,369 shares; 2024Q4: not reported; 2025Q1: 3,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,373 shares 3,373 $220K 0.01% new 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: 11,083 shares; 2024Q3: 7,249 shares; 2024Q4: 5,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,693 shares 2,693 $214K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,796 shares; 2024Q3: 2,796 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,874 shares; 2025Q4: 2,874 shares 2,874 $213K 0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,907 shares 3,907 $211K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares 1,577 $207K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,395 shares; 2024Q3: 10,942 shares; 2024Q4: 9,548 shares; 2025Q1: 9,541 shares; 2025Q2: 14,525 shares; 2025Q3: 12,501 shares; 2025Q4: 6,871 shares 6,871 $205K 0.01% -5,630 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,021 shares; 2025Q4: 2,839 shares 2,839 $203K 0.01% +818 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: 22,045 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,309 shares; 2025Q4: 2,309 shares 2,309 $201K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,393 shares 2,393 $200K 0.01% new Timeline GCTS GCT SEMICONDUCTOR HLDG INC More: the full row for GCT SEMICONDUCTOR HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393,189 shares; 2025Q3: 390,931 shares; 2025Q4: 162,887 shares 162,887 $195K 0.01% -228,044 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,183 shares 13,183 $195K 0.01% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,958 shares 12,958 $194K 0.01% new Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 87,200 shares; 2024Q3: 87,290 shares; 2024Q4: 61,205 shares; 2025Q1: 171,105 shares; 2025Q2: 114,205 shares; 2025Q3: 114,205 shares; 2025Q4: 14,305 shares 14,305 $167K 0.01% -99,900 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,668 shares; 2025Q4: 15,666 shares 15,666 $166K 0.01% -2 Timeline DGXX DIGI PWR X INC More: the full row for DIGI PWR X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,606 shares 60,606 $155K 0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $148K 0.01% 0 Timeline KAZR SKYLINE BLDRS GROUP HLDG LTD More: the full row for SKYLINE BLDRS GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,037 shares 37,037 $109K <0.01% new Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,586 shares 62,586 $106K <0.01% new Timeline ABVEF ABOVE FOOD INGREDIENTS INC More: the full row for ABOVE FOOD INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,000 shares 65,000 $106K <0.01% new Timeline PUSA AUREUS GREENWAY HLDGS INC More: the full row for AUREUS GREENWAY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,400 shares; 2025Q4: 30,350 shares 30,350 $95.6K <0.01% -17,050 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,950 shares; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 11,950 shares; 2025Q2: 11,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,950 shares 11,950 $93.6K <0.01% 0 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,197 shares 10,197 $92.7K <0.01% new Timeline ISHARES IV PLC USD (TRSRY B… ISHARES IV PLC USD (TRSRY BD 20 Y… More: the full row for ISHARES IV PLC USD (TRSRY BD 20 YR UCITS ETF USD DIST ISIN #IE00BSKRJZ44) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares 21,000 $68.2K <0.01% new DLP RESOURCES INC DLP RESOURCES INC More: the full row for DLP RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276,000 shares 276,000 $66.4K <0.01% new DFNS T3 DEFENSE INC More: the full row for T3 DEFENSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,972 shares 13,972 $56.3K <0.01% new Timeline