IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979,223 shares; 2024Q4: 2,774,582 shares; 2025Q1: 2,705,357 shares; 2025Q2: 10,864,532 shares; 2025Q3: 10,367,276 shares; 2025Q4: 9,185,108 shares 9,185,108 $591M 26.35% -1,182,168 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,795,352 shares 22,795,352 $176M 7.86% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,653 shares; 2024Q4: 208,075 shares; 2025Q1: 217,216 shares; 2025Q2: 217,701 shares; 2025Q3: 235,832 shares; 2025Q4: 244,871 shares 244,871 $167M 7.45% +9,039 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301,500 shares; 2025Q4: 507,500 shares 507,500 $83.3M 3.72% +206,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,758 shares; 2025Q1: 10,706 shares; 2025Q2: 83,197 shares; 2025Q3: 140,817 shares; 2025Q4: 142,546 shares 142,546 $44.7M 2% +1,729 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,529 shares; 2024Q4: 206,765 shares; 2025Q1: 204,754 shares; 2025Q2: 204,598 shares; 2025Q3: 149,442 shares; 2025Q4: 155,081 shares 155,081 $42.2M 1.88% +5,639 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076,820 shares; 2024Q4: 643,635 shares; 2025Q1: 640,920 shares; 2025Q2: 637,137 shares; 2025Q3: 636,897 shares; 2025Q4: 635,001 shares 635,001 $40.3M 1.8% -1,896 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,031 shares; 2024Q4: 332,432 shares; 2025Q1: 331,989 shares; 2025Q2: 331,993 shares; 2025Q3: 186,879 shares; 2025Q4: 186,879 shares 186,879 $36.4M 1.62% 0 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,132 shares; 2024Q4: 20,149 shares; 2025Q1: 20,229 shares; 2025Q2: 104,200 shares; 2025Q3: 104,211 shares; 2025Q4: 104,200 shares 104,200 $35.4M 1.58% -11 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,287 shares; 2024Q4: 36,784 shares; 2025Q1: 40,463 shares; 2025Q2: 40,587 shares; 2025Q3: 49,290 shares; 2025Q4: 55,647 shares 55,647 $34.2M 1.52% +6,357 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,121 shares; 2024Q4: 176,034 shares; 2025Q1: not reported; 2025Q2: 50,492 shares; 2025Q3: 190,367 shares; 2025Q4: 328,306 shares 328,306 $32.8M 1.46% +137,939 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,103 shares; 2025Q3: not reported; 2025Q4: 250,055 shares 250,055 $30.1M 1.34% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,796 shares; 2024Q4: 214,223 shares; 2025Q1: 213,378 shares; 2025Q2: 212,892 shares; 2025Q3: 163,370 shares; 2025Q4: 162,805 shares 162,805 $28.9M 1.29% -565 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442,753 shares 442,753 $28.5M 1.27% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,082 shares; 2024Q4: 56,107 shares; 2025Q1: 54,754 shares; 2025Q2: 54,522 shares; 2025Q3: 54,583 shares; 2025Q4: 55,320 shares 55,320 $26.8M 1.19% +737 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,094 shares; 2024Q4: 29,099 shares; 2025Q1: 29,091 shares; 2025Q2: 29,216 shares; 2025Q3: 29,152 shares; 2025Q4: 29,178 shares 29,178 $25.6M 1.14% +26 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783,805 shares; 2024Q4: 457,105 shares; 2025Q1: 455,552 shares; 2025Q2: 1,506,021 shares; 2025Q3: 135,482 shares; 2025Q4: 135,464 shares 135,464 $25.3M 1.13% -18 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,072 shares; 2025Q1: 1,689 shares; 2025Q2: 1,649 shares; 2025Q3: 1,678 shares; 2025Q4: 52,053 shares 52,053 $23.4M 1.04% +50,375 Timeline JSI 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,184 shares; 2025Q2: 165,408 shares; 2025Q3: 250,811 shares; 2025Q4: 434,624 shares 434,624 $22.6M 1.01% +183,813 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,056 shares; 2025Q3: 100,049 shares; 2025Q4: 100,049 shares 100,049 $22.6M 1.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,726 shares; 2025Q1: 4,828 shares; 2025Q2: 3,822 shares; 2025Q3: 3,798 shares; 2025Q4: 56,500 shares 56,500 $22.4M 1% +52,702 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,175 shares; 2024Q4: 200,225 shares; 2025Q1: 200,135 shares; 2025Q2: 200,135 shares; 2025Q3: 224,994 shares; 2025Q4: 237,048 shares 237,048 $21.7M 0.97% +12,054 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000,001 shares 2,000,001 $18.6M 0.83% new Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,517 shares; 2025Q2: 148,509 shares; 2025Q3: 218,949 shares; 2025Q4: 364,035 shares 364,035 $18.6M 0.83% +145,086 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,040 shares; 2024Q4: 70,310 shares; 2025Q1: 70,040 shares; 2025Q2: 70,029 shares; 2025Q3: 70,120 shares; 2025Q4: 70,196 shares 70,196 $17.6M 0.79% +76 Timeline VNLA 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: restricted; 2024Q3: not reported; 2024Q4: 24,912 shares; 2025Q1: 39,208 shares; 2025Q2: 157,965 shares; 2025Q3: 153,240 shares; 2025Q4: 349,568 shares 349,568 $17.2M 0.77% +196,328 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,180 shares; 2024Q4: 58,579 shares; 2025Q1: 58,455 shares; 2025Q2: 58,210 shares; 2025Q3: 58,066 shares; 2025Q4: 57,722 shares 57,722 $17.1M 0.76% -344 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,633 shares; 2025Q1: 47,784 shares; 2025Q2: 127,432 shares; 2025Q3: 282,027 shares; 2025Q4: 349,395 shares 349,395 $16.2M 0.72% +67,368 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: restricted; 2024Q3: 27,093 shares; 2024Q4: 27,060 shares; 2025Q1: 26,999 shares; 2025Q2: 26,899 shares; 2025Q3: 26,897 shares; 2025Q4: 26,897 shares 26,897 $15.3M 0.68% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,124 shares; 2024Q4: 53,205 shares; 2025Q1: 53,145 shares; 2025Q2: 53,119 shares; 2025Q3: 53,810 shares; 2025Q4: 53,710 shares 53,710 $13.8M 0.62% -100 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: restricted; 2024Q3: 123,133 shares; 2024Q4: 168,120 shares; 2025Q1: 187,022 shares; 2025Q2: 178,996 shares; 2025Q3: 177,216 shares; 2025Q4: 263,493 shares 263,493 $13.3M 0.59% +86,277 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,768 shares; 2024Q4: 555,066 shares; 2025Q1: 554,256 shares; 2025Q2: 554,256 shares; 2025Q3: 554,256 shares; 2025Q4: 554,256 shares 554,256 $13.1M 0.59% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,470 shares; 2024Q4: 116,835 shares; 2025Q1: 124,524 shares; 2025Q2: 134,470 shares; 2025Q3: 135,218 shares; 2025Q4: 172,629 shares 172,629 $13.1M 0.58% +37,411 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,067 shares; 2024Q4: 16,081 shares; 2025Q1: 16,140 shares; 2025Q2: 16,154 shares; 2025Q3: 16,161 shares; 2025Q4: 16,121 shares 16,121 $12.4M 0.56% -40 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,567 shares; 2025Q3: 5,552 shares; 2025Q4: 5,520 shares 5,520 $11.1M 0.5% -32 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,320 shares; 2025Q1: 12,159 shares; 2025Q2: 12,159 shares; 2025Q3: 12,196 shares; 2025Q4: 12,196 shares 12,196 $10.7M 0.48% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,326 shares; 2024Q4: 80,117 shares; 2025Q1: 57,678 shares; 2025Q2: 31,058 shares; 2025Q3: 71,899 shares; 2025Q4: 102,259 shares 102,259 $10.3M 0.46% +30,360 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,363 shares; 2024Q4: 41,648 shares; 2025Q1: 89,642 shares; 2025Q2: 126,280 shares; 2025Q3: 203,094 shares; 2025Q4: 265,266 shares 265,266 $10.2M 0.46% +62,172 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,178 shares; 2024Q4: 80,864 shares; 2025Q1: 90,349 shares; 2025Q2: 67,600 shares; 2025Q3: 89,480 shares; 2025Q4: 96,257 shares 96,257 $9.82M 0.44% +6,777 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,098 shares; 2024Q4: 15,017 shares; 2025Q1: 15,071 shares; 2025Q2: 15,133 shares; 2025Q3: 15,098 shares; 2025Q4: 14,977 shares 14,977 $9.39M 0.42% -121 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,703 shares; 2024Q4: 305,703 shares; 2025Q1: 305,703 shares; 2025Q2: 305,703 shares; 2025Q3: 125,022 shares; 2025Q4: 125,022 shares 125,022 $9.04M 0.4% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 22,840 shares; 2025Q1: 22,917 shares; 2025Q2: 22,896 shares; 2025Q3: 22,684 shares; 2025Q4: 22,674 shares 22,674 $8.82M 0.39% -10 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,845 shares; 2024Q4: 162,174 shares; 2025Q1: 162,681 shares; 2025Q2: 163,066 shares; 2025Q3: 163,139 shares; 2025Q4: 163,399 shares 163,399 $8.3M 0.37% +260 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,711 shares; 2025Q2: 158,131 shares; 2025Q3: 225,176 shares; 2025Q4: 390,740 shares 390,740 $8.14M 0.36% +165,564 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,151 shares; 2024Q4: 37,200 shares; 2025Q1: 37,133 shares; 2025Q2: 37,218 shares; 2025Q3: 37,343 shares; 2025Q4: 37,378 shares 37,378 $7.51M 0.34% +35 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,167 shares; 2024Q4: 79,934 shares; 2025Q1: 78,145 shares; 2025Q2: 77,972 shares; 2025Q3: 78,177 shares; 2025Q4: 125,830 shares 125,830 $7.35M 0.33% +47,653 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,270 shares; 2024Q4: 602,046 shares; 2025Q1: 600,419 shares; 2025Q2: 600,452 shares; 2025Q3: 291,250 shares; 2025Q4: 292,316 shares 292,316 $6.98M 0.31% +1,066 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,142 shares; 2024Q4: 80,243 shares; 2025Q1: 84,702 shares; 2025Q2: 56,823 shares; 2025Q3: 54,640 shares; 2025Q4: 89,004 shares 89,004 $6.93M 0.31% +34,364 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183,340 shares; 2024Q4: 1,183,340 shares; 2025Q1: 1,183,340 shares; 2025Q2: 1,183,340 shares; 2025Q3: 272,283 shares; 2025Q4: 272,283 shares 272,283 $6.93M 0.31% 0 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,420 shares; 2025Q2: 63,891 shares; 2025Q3: 116,825 shares; 2025Q4: 194,567 shares 194,567 $6.86M 0.31% +77,742 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,544 shares; 2024Q4: 39,544 shares; 2025Q1: 39,544 shares; 2025Q2: 40,239 shares; 2025Q3: 39,644 shares; 2025Q4: 39,532 shares 39,532 $6.81M 0.3% -112 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,353 shares; 2024Q4: 89,125 shares; 2025Q1: 86,243 shares; 2025Q2: 86,107 shares; 2025Q3: 86,098 shares; 2025Q4: 85,853 shares 85,853 $6.61M 0.29% -245 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,197 shares; 2024Q4: 20,243 shares; 2025Q1: 20,014 shares; 2025Q2: 19,820 shares; 2025Q3: 20,122 shares; 2025Q4: 20,009 shares 20,009 $6.61M 0.29% -113 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,125 shares; 2024Q4: 41,132 shares; 2025Q1: 41,011 shares; 2025Q2: 41,106 shares; 2025Q3: 41,106 shares; 2025Q4: 41,891 shares 41,891 $6.46M 0.29% +785 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,710 shares; 2024Q4: 93,894 shares; 2025Q1: 93,420 shares; 2025Q2: 93,420 shares; 2025Q3: 93,508 shares; 2025Q4: 92,846 shares 92,846 $6.35M 0.28% -662 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,316 shares; 2025Q1: 13,257 shares; 2025Q2: 13,135 shares; 2025Q3: 13,136 shares; 2025Q4: 13,037 shares 13,037 $6.26M 0.28% -99 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,972 shares; 2024Q4: 75,972 shares; 2025Q1: 75,871 shares; 2025Q2: 75,921 shares; 2025Q3: 75,921 shares; 2025Q4: 75,898 shares 75,898 $6.17M 0.28% -23 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,593 shares; 2024Q4: 49,622 shares; 2025Q1: 49,605 shares; 2025Q2: 49,491 shares; 2025Q3: 49,134 shares; 2025Q4: 48,996 shares 48,996 $6.16M 0.27% -138 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,434 shares; 2024Q4: 74,470 shares; 2025Q1: 75,282 shares; 2025Q2: 75,208 shares; 2025Q3: 75,703 shares; 2025Q4: 75,739 shares 75,739 $5.71M 0.25% +36 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: not reported; 2025Q4: 48,922 shares 48,922 $5.53M 0.25% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,547 shares; 2024Q4: 14,639 shares; 2025Q1: 13,384 shares; 2025Q2: 13,264 shares; 2025Q3: 13,629 shares; 2025Q4: 15,164 shares 15,164 $5.25M 0.23% +1,535 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,863 shares 72,863 $5.23M 0.23% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: 61,000 shares; 2025Q1: 61,000 shares; 2025Q2: 61,000 shares; 2025Q3: 61,000 shares; 2025Q4: 61,000 shares 61,000 $5.11M 0.23% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,416 shares; 2024Q4: 17,741 shares; 2025Q1: 27,091 shares; 2025Q2: 27,613 shares; 2025Q3: 47,666 shares; 2025Q4: 59,999 shares 59,999 $4.94M 0.22% +12,333 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,638 shares; 2024Q4: 16,938 shares; 2025Q1: 15,452 shares; 2025Q2: 15,316 shares; 2025Q3: 15,710 shares; 2025Q4: 21,273 shares 21,273 $4.91M 0.22% +5,563 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,972 shares; 2024Q4: 146,976 shares; 2025Q1: 146,980 shares; 2025Q2: 146,960 shares; 2025Q3: 146,960 shares; 2025Q4: 146,960 shares 146,960 $4.9M 0.22% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,634 shares; 2024Q4: 316,597 shares; 2025Q1: 340,328 shares; 2025Q2: 368,814 shares; 2025Q3: 362,000 shares; 2025Q4: 358,403 shares 358,403 $4.7M 0.21% -3,597 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,948 shares; 2024Q4: 41,933 shares; 2025Q1: 70,547 shares; 2025Q2: 79,084 shares; 2025Q3: 107,293 shares; 2025Q4: 123,929 shares 123,929 $4.44M 0.2% +16,636 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,437 shares; 2025Q4: 87,437 shares 87,437 $4.4M 0.2% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,458 shares; 2024Q4: 47,713 shares; 2025Q1: 47,993 shares; 2025Q2: 48,002 shares; 2025Q3: 48,209 shares; 2025Q4: 47,920 shares 47,920 $4.27M 0.19% -289 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,529 shares; 2025Q3: 44,992 shares; 2025Q4: 56,227 shares 56,227 $4.25M 0.19% +11,235 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 13,583 shares; 2025Q1: 12,655 shares; 2025Q2: 12,662 shares; 2025Q3: 12,713 shares; 2025Q4: 12,932 shares 12,932 $4.17M 0.19% +219 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,648 shares; 2024Q4: 13,768 shares; 2025Q1: 13,765 shares; 2025Q2: 13,900 shares; 2025Q3: 14,150 shares; 2025Q4: 14,141 shares 14,141 $4.1M 0.18% -9 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,863 shares; 2024Q4: 14,975 shares; 2025Q1: 14,989 shares; 2025Q2: 14,877 shares; 2025Q3: 14,629 shares; 2025Q4: 14,629 shares 14,629 $4.03M 0.18% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000,928 shares; 2025Q4: 1,000,928 shares 1,000,928 $3.84M 0.17% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,399 shares; 2024Q4: 14,489 shares; 2025Q1: 14,589 shares; 2025Q2: 14,554 shares; 2025Q3: 14,689 shares; 2025Q4: 14,364 shares 14,364 $3.71M 0.17% -325 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,794 shares; 2024Q4: 31,929 shares; 2025Q1: 30,766 shares; 2025Q2: 30,799 shares; 2025Q3: 30,689 shares; 2025Q4: 30,331 shares 30,331 $3.63M 0.16% -358 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,463 shares; 2024Q4: 130,481 shares; 2025Q1: 134,154 shares; 2025Q2: 137,989 shares; 2025Q3: 136,846 shares; 2025Q4: 141,074 shares 141,074 $3.51M 0.16% +4,228 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,137 shares; 2024Q4: 28,137 shares; 2025Q1: 28,137 shares; 2025Q2: 28,267 shares; 2025Q3: 28,137 shares; 2025Q4: 28,137 shares 28,137 $3.5M 0.16% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,314 shares; 2024Q4: 67,183 shares; 2025Q1: 64,708 shares; 2025Q2: 63,480 shares; 2025Q3: 62,239 shares; 2025Q4: 61,917 shares 61,917 $3.39M 0.15% -322 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,500 shares 96,500 $3.39M 0.15% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,315 shares; 2024Q4: 57,762 shares; 2025Q1: 63,093 shares; 2025Q2: 48,197 shares; 2025Q3: 67,126 shares; 2025Q4: 66,743 shares 66,743 $3.38M 0.15% -383 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,371 shares; 2024Q4: 62,438 shares; 2025Q1: 62,924 shares; 2025Q2: 63,321 shares; 2025Q3: 62,414 shares; 2025Q4: 62,276 shares 62,276 $3.32M 0.15% -138 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 14,246 shares; 2025Q1: 14,040 shares; 2025Q2: 14,044 shares; 2025Q3: 14,046 shares; 2025Q4: 14,214 shares 14,214 $3.25M 0.14% +168 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,440 shares; 2024Q4: 153,531 shares; 2025Q1: 153,440 shares; 2025Q2: 153,440 shares; 2025Q3: 153,440 shares; 2025Q4: 153,440 shares 153,440 $3.17M 0.14% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,180 shares; 2025Q2: 13,291 shares; 2025Q3: 13,291 shares; 2025Q4: 13,291 shares 13,291 $3.15M 0.14% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,055 shares; 2024Q4: 140,024 shares; 2025Q1: 140,024 shares; 2025Q2: 140,045 shares; 2025Q3: 140,045 shares; 2025Q4: 140,045 shares 140,045 $3.12M 0.14% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,719 shares; 2024Q4: 18,980 shares; 2025Q1: 18,587 shares; 2025Q2: 18,762 shares; 2025Q3: 18,781 shares; 2025Q4: 18,879 shares 18,879 $3.06M 0.14% +98 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,911 shares; 2025Q1: 2,777 shares; 2025Q2: 2,773 shares; 2025Q3: 2,880 shares; 2025Q4: 2,810 shares 2,810 $3.02M 0.13% -70 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,223 shares; 2024Q4: 29,900 shares; 2025Q1: 29,900 shares; 2025Q2: 30,085 shares; 2025Q3: 30,400 shares; 2025Q4: 30,511 shares 30,511 $2.96M 0.13% +111 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,531 shares; 2024Q4: 109,071 shares; 2025Q1: 109,071 shares; 2025Q2: 109,760 shares; 2025Q3: 109,078 shares; 2025Q4: 108,588 shares 108,588 $2.94M 0.13% -490 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 8,334 shares; 2025Q1: 6,618 shares; 2025Q2: 6,493 shares; 2025Q3: 6,702 shares; 2025Q4: 9,399 shares 9,399 $2.94M 0.13% +2,697 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,571 shares; 2025Q4: 48,396 shares 48,396 $2.92M 0.13% -175 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,282 shares; 2025Q4: 150,109 shares 150,109 $2.88M 0.13% +60,827 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 6,268 shares; 2025Q1: 5,986 shares; 2025Q2: 5,840 shares; 2025Q3: 5,841 shares; 2025Q4: 5,716 shares 5,716 $2.87M 0.13% -125 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,841 shares; 2024Q4: 20,684 shares; 2025Q1: 20,580 shares; 2025Q2: 20,588 shares; 2025Q3: 20,617 shares; 2025Q4: 20,747 shares 20,747 $2.8M 0.13% +130 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,112 shares; 2024Q4: 25,088 shares; 2025Q1: 25,060 shares; 2025Q2: 23,277 shares; 2025Q3: 23,311 shares; 2025Q4: 23,316 shares 23,316 $2.8M 0.12% +5 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,762 shares; 2025Q4: 300,000 shares 300,000 $2.76M 0.12% +174,238 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,894 shares; 2025Q3: 28,354 shares; 2025Q4: 35,993 shares 35,993 $2.75M 0.12% +7,639 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,140 shares; 2024Q4: 48,318 shares; 2025Q1: 48,666 shares; 2025Q2: 48,919 shares; 2025Q3: 48,287 shares; 2025Q4: 47,514 shares 47,514 $2.73M 0.12% -773 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,111 shares; 2025Q3: 51,367 shares; 2025Q4: 77,669 shares 77,669 $2.63M 0.12% +26,302 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,052 shares; 2025Q1: 12,522 shares; 2025Q2: 12,410 shares; 2025Q3: 13,046 shares; 2025Q4: 13,657 shares 13,657 $2.62M 0.12% +611 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,001 shares; 2024Q4: 774,001 shares; 2025Q1: 819,001 shares; 2025Q2: 846,201 shares; 2025Q3: 720,001 shares; 2025Q4: 740,001 shares 740,001 $2.57M 0.11% +20,000 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,204 shares; 2025Q4: 49,000 shares 49,000 $2.54M 0.11% +21,796 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,427 shares; 2025Q2: 5,636 shares; 2025Q3: 26,010 shares; 2025Q4: 43,169 shares 43,169 $2.49M 0.11% +17,159 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,544 shares; 2024Q4: 22,069 shares; 2025Q1: 22,131 shares; 2025Q2: 22,141 shares; 2025Q3: 22,013 shares; 2025Q4: 22,074 shares 22,074 $2.43M 0.11% +61 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,397 shares; 2024Q4: 28,622 shares; 2025Q1: 27,872 shares; 2025Q2: 29,047 shares; 2025Q3: 29,022 shares; 2025Q4: 28,997 shares 28,997 $2.43M 0.11% -25 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,361 shares; 2024Q4: 28,755 shares; 2025Q1: 27,576 shares; 2025Q2: 27,571 shares; 2025Q3: 27,533 shares; 2025Q4: 27,519 shares 27,519 $2.4M 0.11% -14 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 15,090 shares; 2025Q1: 15,058 shares; 2025Q2: 14,864 shares; 2025Q3: 14,904 shares; 2025Q4: 14,847 shares 14,847 $2.36M 0.11% -57 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 7,714 shares; 2025Q1: 6,976 shares; 2025Q2: 7,362 shares; 2025Q3: 7,541 shares; 2025Q4: 7,603 shares 7,603 $2.31M 0.1% +62 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 13,703 shares; 2025Q1: 32,748 shares; 2025Q2: 12,833 shares; 2025Q3: 12,714 shares; 2025Q4: 12,859 shares 12,859 $2.28M 0.1% +145 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,245 shares; 2024Q4: 59,229 shares; 2025Q1: 57,000 shares; 2025Q2: 56,728 shares; 2025Q3: 56,950 shares; 2025Q4: 59,950 shares 59,950 $2.21M 0.1% +3,000 Timeline JMBS 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: restricted; 2024Q3: 59,534 shares; 2024Q4: 60,058 shares; 2025Q1: 67,923 shares; 2025Q2: 28,606 shares; 2025Q3: 36,124 shares; 2025Q4: 48,182 shares 48,182 $2.2M 0.1% +12,058 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,372 shares; 2025Q1: 2,956 shares; 2025Q2: 2,923 shares; 2025Q3: 2,965 shares; 2025Q4: 3,306 shares 3,306 $2.18M 0.1% +341 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,535 shares; 2024Q4: 31,535 shares; 2025Q1: 31,535 shares; 2025Q2: 31,535 shares; 2025Q3: 31,535 shares; 2025Q4: 31,521 shares 31,521 $2.11M 0.09% -14 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,442 shares; 2025Q1: 3,168 shares; 2025Q2: 3,259 shares; 2025Q3: 2,895 shares; 2025Q4: 3,036 shares 3,036 $2.08M 0.09% +141 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,114 shares; 2024Q4: 63,409 shares; 2025Q1: 38,327 shares; 2025Q2: 37,577 shares; 2025Q3: 36,473 shares; 2025Q4: 35,696 shares 35,696 $2.04M 0.09% -777 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,147 shares; 2024Q4: 37,911 shares; 2025Q1: 37,957 shares; 2025Q2: 37,859 shares; 2025Q3: 37,799 shares; 2025Q4: 37,810 shares 37,810 $2.03M 0.09% +11 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 17,000 shares 17,000 $2M 0.09% +7,000 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 3,694 shares; 2025Q1: 3,494 shares; 2025Q2: 3,681 shares; 2025Q3: 23,523 shares; 2025Q4: 17,299 shares 17,299 $1.99M 0.09% -6,224 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 8,353 shares; 2025Q1: 8,013 shares; 2025Q2: 7,999 shares; 2025Q3: 8,000 shares; 2025Q4: 7,985 shares 7,985 $1.97M 0.09% -15 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,557 shares; 2024Q4: 23,854 shares; 2025Q1: 23,664 shares; 2025Q2: 23,665 shares; 2025Q3: 23,632 shares; 2025Q4: 24,644 shares 24,644 $1.96M 0.09% +1,012 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,393 shares; 2024Q4: 75,605 shares; 2025Q1: 79,158 shares; 2025Q2: 81,257 shares; 2025Q3: 80,037 shares; 2025Q4: 75,407 shares 75,407 $1.81M 0.08% -4,630 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $1.67M 0.07% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,132 shares; 2024Q4: 33,039 shares; 2025Q1: 33,039 shares; 2025Q2: 33,067 shares; 2025Q3: 33,039 shares; 2025Q4: 33,155 shares 33,155 $1.66M 0.07% +116 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,495 shares; 2024Q4: 40,955 shares; 2025Q1: 39,569 shares; 2025Q2: 38,944 shares; 2025Q3: 39,186 shares; 2025Q4: 39,514 shares 39,514 $1.61M 0.07% +328 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,099 shares; 2024Q4: 29,803 shares; 2025Q1: 27,051 shares; 2025Q2: 27,056 shares; 2025Q3: 28,911 shares; 2025Q4: 28,937 shares 28,937 $1.59M 0.07% +26 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,986 shares; 2024Q4: 19,918 shares; 2025Q1: 19,918 shares; 2025Q2: 20,257 shares; 2025Q3: 20,292 shares; 2025Q4: 19,918 shares 19,918 $1.58M 0.07% -374 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,755 shares; 2024Q4: 37,458 shares; 2025Q1: 37,458 shares; 2025Q2: 37,423 shares; 2025Q3: 38,601 shares; 2025Q4: 38,144 shares 38,144 $1.57M 0.07% -457 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,048 shares; 2024Q4: 32,936 shares; 2025Q1: 31,899 shares; 2025Q2: 31,899 shares; 2025Q3: 31,900 shares; 2025Q4: 31,901 shares 31,901 $1.56M 0.07% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,725 shares; 2024Q4: 12,378 shares; 2025Q1: 11,400 shares; 2025Q2: 11,312 shares; 2025Q3: 11,312 shares; 2025Q4: 11,312 shares 11,312 $1.56M 0.07% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,059 shares; 2024Q4: 12,588 shares; 2025Q1: 8,959 shares; 2025Q2: 9,684 shares; 2025Q3: 9,885 shares; 2025Q4: 9,885 shares 9,885 $1.42M 0.06% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,943 shares; 2024Q4: 13,610 shares; 2025Q1: 12,160 shares; 2025Q2: 12,083 shares; 2025Q3: 11,936 shares; 2025Q4: 11,775 shares 11,775 $1.42M 0.06% -161 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,366 shares; 2025Q1: 2,517 shares; 2025Q2: 2,546 shares; 2025Q3: 2,456 shares; 2025Q4: 2,427 shares 2,427 $1.39M 0.06% -29 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 4,082 shares; 2025Q4: 4,113 shares 4,113 $1.38M 0.06% +31 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,579 shares; 2024Q4: 21,803 shares; 2025Q1: 21,743 shares; 2025Q2: 22,162 shares; 2025Q3: 21,442 shares; 2025Q4: 21,396 shares 21,396 $1.36M 0.06% -46 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 6,921 shares; 2025Q1: 7,492 shares; 2025Q2: 8,920 shares; 2025Q3: 16,419 shares; 2025Q4: 16,561 shares 16,561 $1.34M 0.06% +142 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 18,470 shares; 2025Q1: 18,450 shares; 2025Q2: 19,750 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares 20,100 $1.33M 0.06% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 39,580 shares; 2025Q1: 40,080 shares; 2025Q2: 41,080 shares; 2025Q3: 41,805 shares; 2025Q4: 42,755 shares 42,755 $1.29M 0.06% +950 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,901 shares; 2024Q4: 104,851 shares; 2025Q1: 104,811 shares; 2025Q2: 104,811 shares; 2025Q3: 104,730 shares; 2025Q4: 107,226 shares 107,226 $1.25M 0.06% +2,496 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,894 shares; 2024Q4: 45,348 shares; 2025Q1: 46,359 shares; 2025Q2: 47,485 shares; 2025Q3: 51,002 shares; 2025Q4: 52,896 shares 52,896 $1.24M 0.06% +1,894 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,969 shares; 2024Q4: 16,969 shares; 2025Q1: 16,969 shares; 2025Q2: 16,969 shares; 2025Q3: 16,969 shares; 2025Q4: 16,600 shares 16,600 $1.22M 0.05% -369 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,387 shares; 2025Q1: 6,412 shares; 2025Q2: 3,776 shares; 2025Q3: 8,101 shares; 2025Q4: 8,117 shares 8,117 $1.17M 0.05% +16 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,847 shares; 2024Q4: 24,847 shares; 2025Q1: 24,847 shares; 2025Q2: 24,847 shares; 2025Q3: 24,847 shares; 2025Q4: 24,847 shares 24,847 $1.15M 0.05% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,257 shares; 2024Q4: 10,973 shares; 2025Q1: 10,437 shares; 2025Q2: 9,406 shares; 2025Q3: 9,416 shares; 2025Q4: 9,361 shares 9,361 $1.14M 0.05% -55 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,632 shares; 2024Q4: 14,201 shares; 2025Q1: 12,658 shares; 2025Q2: 13,876 shares; 2025Q3: 12,543 shares; 2025Q4: 13,744 shares 13,744 $1.1M 0.05% +1,201 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,500 shares; 2024Q4: 107,500 shares; 2025Q1: 107,500 shares; 2025Q2: 107,500 shares; 2025Q3: 107,500 shares; 2025Q4: 107,500 shares 107,500 $1.05M 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 6,452 shares; 2025Q1: 5,669 shares; 2025Q2: 4,718 shares; 2025Q3: 4,659 shares; 2025Q4: 5,674 shares 5,674 $1.04M 0.05% +1,015 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 15,449 shares; 2025Q1: 14,940 shares; 2025Q2: 14,947 shares; 2025Q3: 14,940 shares; 2025Q4: 14,884 shares 14,884 $1M 0.04% -56 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,853 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,817 shares; 2025Q4: 2,814 shares 2,814 $968K 0.04% +997 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 12,970 shares; 2025Q1: 12,970 shares; 2025Q2: 12,970 shares; 2025Q3: 12,970 shares; 2025Q4: 12,972 shares 12,972 $924K 0.04% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,443 shares; 2024Q4: 6,713 shares; 2025Q1: 6,444 shares; 2025Q2: 6,486 shares; 2025Q3: 6,434 shares; 2025Q4: 6,435 shares 6,435 $922K 0.04% +1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 4,143 shares; 2025Q1: 3,160 shares; 2025Q2: 2,897 shares; 2025Q3: 4,038 shares; 2025Q4: 4,416 shares 4,416 $914K 0.04% +378 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 4,640 shares; 2025Q1: 4,060 shares; 2025Q2: 3,850 shares; 2025Q3: 2,721 shares; 2025Q4: 2,483 shares 2,483 $894K 0.04% -238 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,680 shares; 2025Q1: 3,218 shares; 2025Q2: 3,228 shares; 2025Q3: 3,049 shares; 2025Q4: 3,444 shares 3,444 $871K 0.04% +395 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,500 shares; 2025Q3: 18,501 shares; 2025Q4: 18,500 shares 18,500 $870K 0.04% -1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,501 shares; 2025Q1: 2,366 shares; 2025Q2: 2,384 shares; 2025Q3: 2,323 shares; 2025Q4: 2,817 shares 2,817 $861K 0.04% +494 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,197 shares; 2025Q1: 998 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares 996 $859K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,475 shares 10,475 $855K 0.04% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,601 shares; 2025Q1: 6,987 shares; 2025Q2: 8,490 shares; 2025Q3: 8,190 shares; 2025Q4: 8,710 shares 8,710 $852K 0.04% +520 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,072 shares; 2024Q4: 28,216 shares; 2025Q1: 26,568 shares; 2025Q2: 25,479 shares; 2025Q3: 26,362 shares; 2025Q4: 32,011 shares 32,011 $850K 0.04% +5,649 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 6,672 shares; 2025Q1: 6,415 shares; 2025Q2: 7,620 shares; 2025Q3: 8,337 shares; 2025Q4: 8,058 shares 8,058 $848K 0.04% -279 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,142 shares; 2024Q4: 21,158 shares; 2025Q1: 20,832 shares; 2025Q2: 21,191 shares; 2025Q3: 21,209 shares; 2025Q4: 21,051 shares 21,051 $846K 0.04% -158 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,083 shares; 2025Q1: 1,087 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 5,474 shares 5,474 $839K 0.04% +4,403 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 9,790 shares; 2025Q1: 9,347 shares; 2025Q2: 9,659 shares; 2025Q3: 9,440 shares; 2025Q4: 18,735 shares 18,735 $838K 0.04% +9,295 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,018 shares; 2024Q4: 17,018 shares; 2025Q1: 17,018 shares; 2025Q2: 17,018 shares; 2025Q3: 17,018 shares; 2025Q4: 17,251 shares 17,251 $834K 0.04% +233 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 6,738 shares; 2025Q1: 6,534 shares; 2025Q2: 6,261 shares; 2025Q3: 6,775 shares; 2025Q4: 6,511 shares 6,511 $799K 0.04% -264 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2,705 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,590 shares; 2025Q4: 2,537 shares 2,537 $781K 0.03% -53 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,449 shares; 2024Q4: 28,240 shares; 2025Q1: 16,029 shares; 2025Q2: 15,048 shares; 2025Q3: 14,031 shares; 2025Q4: 13,406 shares 13,406 $779K 0.03% -625 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 7,160 shares; 2025Q1: 7,121 shares; 2025Q2: 7,223 shares; 2025Q3: 7,121 shares; 2025Q4: 7,121 shares 7,121 $742K 0.03% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,499 shares; 2024Q4: 10,179 shares; 2025Q1: 8,445 shares; 2025Q2: 8,445 shares; 2025Q3: 8,445 shares; 2025Q4: 8,445 shares 8,445 $736K 0.03% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 7,287 shares; 2025Q1: 7,146 shares; 2025Q2: 7,421 shares; 2025Q3: 7,198 shares; 2025Q4: 7,146 shares 7,146 $729K 0.03% -52 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,849 shares; 2024Q4: 39,849 shares; 2025Q1: 38,428 shares; 2025Q2: 37,284 shares; 2025Q3: 37,377 shares; 2025Q4: 35,659 shares 35,659 $723K 0.03% -1,718 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 2,085 shares; 2025Q1: 1,976 shares; 2025Q2: 1,991 shares; 2025Q3: 2,016 shares; 2025Q4: 2,034 shares 2,034 $712K 0.03% +18 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 3,980 shares; 2025Q1: 4,025 shares; 2025Q2: 3,874 shares; 2025Q3: 3,448 shares; 2025Q4: 4,574 shares 4,574 $708K 0.03% +1,126 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,001 shares; 2024Q4: 55,001 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $697K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,296 shares; 2025Q1: 1,274 shares; 2025Q2: 1,412 shares; 2025Q3: 1,435 shares; 2025Q4: 1,983 shares 1,983 $696K 0.03% +548 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,318 shares; 2025Q1: 1,031 shares; 2025Q2: 1,124 shares; 2025Q3: 1,110 shares; 2025Q4: 1,064 shares 1,064 $695K 0.03% -46 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: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,681 shares; 2025Q1: 3,637 shares; 2025Q2: 3,997 shares; 2025Q3: 3,582 shares; 2025Q4: 3,882 shares 3,882 $682K 0.03% +300 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 4,996 shares; 2025Q1: 5,053 shares; 2025Q2: 5,920 shares; 2025Q3: 5,336 shares; 2025Q4: 5,270 shares 5,270 $680K 0.03% -66 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 19,629 shares; 2025Q1: 19,931 shares; 2025Q2: 19,774 shares; 2025Q3: 20,984 shares; 2025Q4: 20,689 shares 20,689 $668K 0.03% -295 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,529 shares; 2025Q1: 2,466 shares; 2025Q2: 2,409 shares; 2025Q3: 2,384 shares; 2025Q4: 2,431 shares 2,431 $644K 0.03% +47 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,656 shares; 2024Q4: 19,996 shares; 2025Q1: 19,174 shares; 2025Q2: 21,765 shares; 2025Q3: 20,092 shares; 2025Q4: 20,584 shares 20,584 $643K 0.03% +492 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,889 shares; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 8,890 shares 8,890 $618K 0.03% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,985 shares; 2024Q4: 17,274 shares; 2025Q1: 17,294 shares; 2025Q2: 17,219 shares; 2025Q3: 16,019 shares; 2025Q4: 11,920 shares 11,920 $612K 0.03% -4,099 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 3,350 shares; 2025Q1: 4,020 shares; 2025Q2: 4,310 shares; 2025Q3: 4,410 shares; 2025Q4: 4,285 shares 4,285 $604K 0.03% -125 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,506 shares; 2024Q4: 24,558 shares; 2025Q1: 34,776 shares; 2025Q2: 35,211 shares; 2025Q3: 31,725 shares; 2025Q4: 31,500 shares 31,500 $604K 0.03% -225 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,185 shares; 2025Q1: 6,185 shares; 2025Q2: 6,185 shares; 2025Q3: 6,185 shares; 2025Q4: 6,185 shares 6,185 $594K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,297 shares; 2025Q1: 4,168 shares; 2025Q2: 4,162 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares 4,120 $591K 0.03% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,939 shares; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 7,939 shares; 2025Q3: 7,939 shares; 2025Q4: 7,939 shares 7,939 $550K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 15,287 shares; 2025Q1: 15,187 shares; 2025Q2: 15,187 shares; 2025Q3: 15,187 shares; 2025Q4: 15,187 shares 15,187 $550K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,134 shares; 2025Q1: 6,133 shares; 2025Q2: 6,133 shares; 2025Q3: 6,133 shares; 2025Q4: 6,033 shares 6,033 $534K 0.02% -100 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 654 shares; 2025Q1: 542 shares; 2025Q2: 676 shares; 2025Q3: 579 shares; 2025Q4: 5,389 shares 5,389 $505K 0.02% +4,810 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,006 shares; 2024Q4: 15,056 shares; 2025Q1: 14,905 shares; 2025Q2: 14,742 shares; 2025Q3: 14,780 shares; 2025Q4: 12,181 shares 12,181 $503K 0.02% -2,599 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,874 shares; 2025Q4: 5,750 shares 5,750 $496K 0.02% +1,876 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 8,963 shares; 2025Q1: 8,054 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,054 shares 8,054 $494K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,645 shares; 2025Q1: 4,116 shares; 2025Q2: 4,380 shares; 2025Q3: 4,652 shares; 2025Q4: 4,962 shares 4,962 $492K 0.02% +310 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,236 shares; 2025Q1: 1,227 shares; 2025Q2: 1,229 shares; 2025Q3: 1,357 shares; 2025Q4: 1,489 shares 1,489 $487K 0.02% +132 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 595 shares; 2025Q1: 533 shares; 2025Q2: 535 shares; 2025Q3: 555 shares; 2025Q4: 816 shares 816 $473K 0.02% +261 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 230 shares; 2025Q2: 208 shares; 2025Q3: 204 shares; 2025Q4: 218 shares 218 $469K 0.02% +14 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,962 shares; 2025Q1: 7,548 shares; 2025Q2: 9,258 shares; 2025Q3: 9,167 shares; 2025Q4: 9,236 shares 9,236 $459K 0.02% +69 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 4,072 shares; 2025Q1: 3,836 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares 3,853 $438K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 508 shares; 2025Q1: 385 shares; 2025Q2: 392 shares; 2025Q3: 408 shares; 2025Q4: 355 shares 355 $431K 0.02% -53 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,658 shares; 2025Q4: 1,494 shares 1,494 $427K 0.02% -164 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,057 shares; 2025Q2: 956 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $426K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 2,172 shares; 2025Q3: 2,071 shares; 2025Q4: 2,045 shares 2,045 $426K 0.02% -26 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 3,371 shares; 2025Q1: 2,718 shares; 2025Q2: 2,654 shares; 2025Q3: 2,386 shares; 2025Q4: 2,786 shares 2,786 $425K 0.02% +400 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 816 shares; 2025Q1: 503 shares; 2025Q2: 436 shares; 2025Q3: 445 shares; 2025Q4: 397 shares 397 $425K 0.02% -48 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,571 shares; 2025Q1: 1,444 shares; 2025Q2: 1,481 shares; 2025Q3: 1,505 shares; 2025Q4: 1,570 shares 1,570 $421K 0.02% +65 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $418K 0.02% 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: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,799 shares; 2025Q1: 1,787 shares; 2025Q2: 1,711 shares; 2025Q3: 1,672 shares; 2025Q4: 1,614 shares 1,614 $415K 0.02% -58 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,159 shares; 2025Q1: 1,867 shares; 2025Q2: 1,862 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares 1,783 $413K 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,451 shares; 2025Q3: 1,430 shares; 2025Q4: 2,860 shares 2,860 $412K 0.02% +1,430 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,394 shares; 2025Q1: 1,038 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,090 shares 1,090 $403K 0.02% +50 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 5,543 shares; 2025Q1: 5,272 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares; 2025Q4: 5,069 shares 5,069 $401K 0.02% 0 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,267 shares; 2024Q4: 13,517 shares; 2025Q1: 13,517 shares; 2025Q2: 13,517 shares; 2025Q3: 13,517 shares; 2025Q4: 6,994 shares 6,994 $396K 0.02% -6,523 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,387 shares; 2025Q1: 2,346 shares; 2025Q2: 2,521 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares 2,791 $388K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,094 shares; 2025Q1: 2,229 shares; 2025Q2: 2,071 shares; 2025Q3: 2,367 shares; 2025Q4: 2,402 shares 2,402 $385K 0.02% +35 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,419 shares; 2025Q4: 4,378 shares 4,378 $374K 0.02% +959 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 2,411 shares 2,411 $369K 0.02% +330 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,476 shares; 2025Q1: 5,697 shares; 2025Q2: 4,847 shares; 2025Q3: 4,757 shares; 2025Q4: 3,885 shares 3,885 $355K 0.02% -872 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,722 shares; 2025Q2: 5,849 shares; 2025Q3: 5,321 shares; 2025Q4: 5,711 shares 5,711 $346K 0.02% +390 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457 $345K 0.02% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 9,419 shares; 2025Q1: 9,739 shares; 2025Q2: 8,777 shares; 2025Q3: 8,747 shares; 2025Q4: 8,747 shares 8,747 $342K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 466 shares; 2025Q1: 492 shares; 2025Q2: 475 shares; 2025Q3: 522 shares; 2025Q4: 683 shares 683 $330K 0.01% +161 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,593 shares; 2025Q1: 3,593 shares; 2025Q2: 3,393 shares; 2025Q3: 3,633 shares; 2025Q4: 7,266 shares 7,266 $330K 0.01% +3,633 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,969 shares 5,969 $322K 0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: 6,991 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares 6,991 $320K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,365 shares; 2025Q1: 3,865 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares 4,115 $320K 0.01% 0 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,640 shares; 2024Q4: 354,640 shares; 2025Q1: 353,700 shares; 2025Q2: 353,700 shares; 2025Q3: 353,700 shares; 2025Q4: 35,370 shares 35,370 $319K 0.01% -318,330 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 5,800 shares 5,800 $317K 0.01% +1,000 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,244 shares; 2025Q3: 6,292 shares; 2025Q4: 6,530 shares 6,530 $311K 0.01% +238 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: restricted; 2024Q3: 5,379 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 6,379 shares; 2025Q3: 6,379 shares; 2025Q4: 6,459 shares 6,459 $311K 0.01% +80 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: not reported; 2025Q1: 4,181 shares; 2025Q2: 4,181 shares; 2025Q3: 4,626 shares; 2025Q4: 4,859 shares 4,859 $304K 0.01% +233 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 22,045 shares; 2025Q1: 22,045 shares; 2025Q2: 22,046 shares; 2025Q3: 22,047 shares; 2025Q4: 22,046 shares 22,046 $302K 0.01% -1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,542 shares; 2025Q1: 7,792 shares; 2025Q2: 7,792 shares; 2025Q3: 7,792 shares; 2025Q4: 12,066 shares 12,066 $300K 0.01% +4,274 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,847 shares; 2025Q4: 1,865 shares 1,865 $299K 0.01% +18 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares 3,184 $297K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,460 shares 2,460 $287K 0.01% new Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,881 shares; 2025Q4: 5,523 shares 5,523 $286K 0.01% +642 Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,350 shares; 2025Q2: 14,489 shares; 2025Q3: 14,189 shares; 2025Q4: 11,025 shares 11,025 $285K 0.01% -3,164 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,733 shares; 2025Q4: 5,391 shares 5,391 $277K 0.01% +658 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,135 shares; 2024Q4: 10,602 shares; 2025Q1: 9,416 shares; 2025Q2: 9,215 shares; 2025Q3: 9,523 shares; 2025Q4: 9,245 shares 9,245 $276K 0.01% -278 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares 535 $273K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,598 shares; 2025Q1: 2,038 shares; 2025Q2: not reported; 2025Q3: 2,349 shares; 2025Q4: 2,890 shares 2,890 $271K 0.01% +541 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,694 shares; 2025Q1: 4,694 shares; 2025Q2: 4,694 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares 4,694 $266K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,509 shares 1,509 $262K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,791 shares; 2024Q4: 25,269 shares; 2025Q1: 21,144 shares; 2025Q2: 22,332 shares; 2025Q3: 21,456 shares; 2025Q4: 20,672 shares 20,672 $257K 0.01% -784 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,061 shares 7,061 $256K 0.01% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,537 shares; 2025Q1: 3,658 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,620 shares 3,620 $253K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,622 shares; 2025Q2: not reported; 2025Q3: 4,355 shares; 2025Q4: 4,212 shares 4,212 $253K 0.01% -143 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 3,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,449 shares 1,449 $248K 0.01% -315 PSFE PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,513 shares; 2024Q4: 28,513 shares; 2025Q1: 28,513 shares; 2025Q2: 28,513 shares; 2025Q3: 28,513 shares; 2025Q4: 30,473 shares 30,473 $247K 0.01% +1,960 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,737 shares; 2025Q4: 2,995 shares 2,995 $245K 0.01% +258 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 966 shares; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: not reported; 2025Q4: 1,241 shares 1,241 $242K 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares 1,098 $238K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 458 shares; 2025Q1: 426 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 414 shares 414 $236K 0.01% +3 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,654 shares; 2025Q1: not reported; 2025Q2: 5,181 shares; 2025Q3: 5,313 shares; 2025Q4: 5,191 shares 5,191 $236K 0.01% -122 LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,092 shares; 2025Q1: 960 shares; 2025Q2: 962 shares; 2025Q3: 965 shares; 2025Q4: 967 shares 967 $233K 0.01% +2 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,476 shares; 2025Q4: 2,336 shares 2,336 $233K 0.01% -140 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares 550 $232K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 1,976 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,372 shares; 2025Q4: 2,297 shares 2,297 $232K 0.01% -75 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,090 shares 2,090 $220K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares 448 $220K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,839 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares 2,481 $219K 0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,742 shares 2,742 $218K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,938 shares; 2025Q4: 12,974 shares 12,974 $214K 0.01% +36 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,240 shares 2,240 $211K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares 727 $210K 0.01% new 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,889 shares 4,889 $209K 0.01% 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: restricted; 2024Q3: not reported; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,473 shares; 2025Q4: 1,209 shares 1,209 $207K 0.01% -264 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares 2,300 $201K 0.01% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares 1,081 $201K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,802 shares; 2024Q4: 40,696 shares; 2025Q1: 19,546 shares; 2025Q2: 19,546 shares; 2025Q3: 19,546 shares; 2025Q4: 19,546 shares 19,546 $198K 0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,546 shares; 2025Q4: 11,166 shares 11,166 $164K 0.01% +620 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 10,659 shares; 2025Q1: not reported; 2025Q2: 16,249 shares; 2025Q3: not reported; 2025Q4: 14,240 shares 14,240 $155K 0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,734 shares; 2025Q2: 10,861 shares; 2025Q3: 14,907 shares; 2025Q4: 16,558 shares 16,558 $154K 0.01% +1,651 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: 31,951 shares; 2025Q1: 46,100 shares; 2025Q2: 47,000 shares; 2025Q3: 47,400 shares; 2025Q4: 42,400 shares 42,400 $147K 0.01% -5,000 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,727 shares; 2024Q4: 19,087 shares; 2025Q1: 21,312 shares; 2025Q2: 17,990 shares; 2025Q3: 17,963 shares; 2025Q4: 17,750 shares 17,750 $91K <0.01% -213 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,591 shares; 2025Q3: 10,887 shares; 2025Q4: 15,999 shares 15,999 $90K <0.01% +5,112 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $84K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,151 shares; 2025Q3: 12,546 shares; 2025Q4: 11,604 shares 11,604 $83K <0.01% -942 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,312 shares; 2025Q4: 16,361 shares 16,361 $65K <0.01% +4,049 Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,399 shares; 2025Q4: 23,999 shares 23,999 $42K <0.01% +3,600 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,968 shares; 2025Q4: 19,313 shares 19,313 $38K <0.01% +3,345 Timeline GPRO GOPRO INC More: the full row for GOPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,102 shares; 2024Q4: 16,002 shares; 2025Q1: 14,902 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 13,800 shares 13,800 $19K <0.01% -600 Timeline