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: 62,163 shares; 2024Q4: 63,399 shares; 2025Q1: 2,526 shares; 2025Q2: 62,896 shares; 2025Q3: 62,941 shares; 2025Q4: 62,740 shares 62,740 $43.2M 10.56% -201 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: 220,859 shares; 2024Q4: 222,646 shares; 2025Q1: 2,322 shares; 2025Q2: 2,252 shares; 2025Q3: 234,805 shares; 2025Q4: 247,574 shares 247,574 $32.3M 7.89% +12,769 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,451 shares; 2024Q4: not reported; 2025Q1: 226,859 shares; 2025Q2: 229,043 shares; 2025Q3: 227,728 shares; 2025Q4: 228,349 shares 228,349 $16.4M 4.02% +621 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,629 shares; 2024Q4: not reported; 2025Q1: 182,002 shares; 2025Q2: 177,155 shares; 2025Q3: 174,643 shares; 2025Q4: 174,309 shares 174,309 $16.2M 3.95% -334 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,766 shares; 2024Q4: 186,112 shares; 2025Q1: 197,919 shares; 2025Q2: 200,287 shares; 2025Q3: 206,090 shares; 2025Q4: 230,596 shares 230,596 $11.6M 2.83% +24,506 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: 32,084 shares; 2024Q4: 36,813 shares; 2025Q1: 41,007 shares; 2025Q2: 45,725 shares; 2025Q3: 49,669 shares; 2025Q4: 55,053 shares 55,053 $11M 2.69% +5,384 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: 84,502 shares; 2024Q4: 92,309 shares; 2025Q1: 97,224 shares; 2025Q2: 99,003 shares; 2025Q3: 104,644 shares; 2025Q4: 117,240 shares 117,240 $10.7M 2.62% +12,596 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,271 shares; 2024Q4: 166,714 shares; 2025Q1: 175,184 shares; 2025Q2: 177,556 shares; 2025Q3: 183,391 shares; 2025Q4: 208,358 shares 208,358 $10.6M 2.58% +24,967 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,101 shares; 2024Q4: 84,092 shares; 2025Q1: 88,227 shares; 2025Q2: 89,402 shares; 2025Q3: 92,475 shares; 2025Q4: 104,980 shares 104,980 $10.5M 2.57% +12,505 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 11,193 shares; 2025Q1: 12,279 shares; 2025Q2: 12,594 shares; 2025Q3: 13,102 shares; 2025Q4: 16,234 shares 16,234 $7.81M 1.91% +3,132 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: 6,201 shares; 2024Q4: 6,563 shares; 2025Q1: 7,048 shares; 2025Q2: 7,614 shares; 2025Q3: 8,298 shares; 2025Q4: 11,882 shares 11,882 $7.38M 1.8% +3,584 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,384 shares; 2024Q4: 310,675 shares; 2025Q1: 610,366 shares; 2025Q2: 297,098 shares; 2025Q3: 49,789 shares; 2025Q4: 61,060 shares 61,060 $6.74M 1.65% +11,271 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: 10,978 shares; 2024Q4: 12,083 shares; 2025Q1: 12,776 shares; 2025Q2: 13,342 shares; 2025Q3: 13,975 shares; 2025Q4: 18,354 shares 18,354 $6.26M 1.53% +4,379 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,511 shares; 2025Q1: 2,997 shares; 2025Q2: 2,637 shares; 2025Q3: 2,769 shares; 2025Q4: 13,245 shares 13,245 $5.98M 1.46% +10,476 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: 12,376 shares; 2024Q4: 12,620 shares; 2025Q1: 12,646 shares; 2025Q2: 12,465 shares; 2025Q3: 12,307 shares; 2025Q4: 12,169 shares 12,169 $5.49M 1.34% -138 Timeline VCLT 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: 21,238 shares; 2024Q4: 38,361 shares; 2025Q1: 40,564 shares; 2025Q2: 45,637 shares; 2025Q3: 46,900 shares; 2025Q4: 48,327 shares 48,327 $3.71M 0.91% +1,427 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,157 shares; 2024Q4: 85,853 shares; 2025Q1: 82,289 shares; 2025Q2: 97,148 shares; 2025Q3: 109,627 shares; 2025Q4: 72,127 shares 72,127 $3.68M 0.9% -37,500 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,529 shares; 2024Q4: 43,134 shares; 2025Q1: 49,512 shares; 2025Q2: 52,167 shares; 2025Q3: 53,746 shares; 2025Q4: 39,670 shares 39,670 $3.67M 0.9% -14,076 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: 7,177 shares; 2024Q4: 7,140 shares; 2025Q1: 7,203 shares; 2025Q2: 7,197 shares; 2025Q3: 7,430 shares; 2025Q4: 7,562 shares 7,562 $3.66M 0.9% +132 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 2,343 shares; 2025Q1: 2,804 shares; 2025Q2: 2,962 shares; 2025Q3: 2,946 shares; 2025Q4: 2,859 shares 2,859 $3.08M 0.75% -87 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: 21,767 shares; 2024Q4: 28,335 shares; 2025Q1: 31,703 shares; 2025Q2: 32,786 shares; 2025Q3: 37,507 shares; 2025Q4: 38,227 shares 38,227 $3.05M 0.75% +720 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: 39,816 shares; 2024Q4: 36,004 shares; 2025Q1: 32,761 shares; 2025Q2: 33,696 shares; 2025Q3: 45,184 shares; 2025Q4: 46,249 shares 46,249 $3.02M 0.74% +1,065 Timeline MGC 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: 10,467 shares; 2024Q4: 10,977 shares; 2025Q1: 11,116 shares; 2025Q2: 10,939 shares; 2025Q3: 11,189 shares; 2025Q4: 11,290 shares 11,290 $2.84M 0.69% +101 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: 5,631 shares; 2024Q4: 6,573 shares; 2025Q1: 5,694 shares; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares; 2025Q4: 11,146 shares 11,146 $2.77M 0.68% +5,511 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: 16,150 shares; 2024Q4: 39,154 shares; 2025Q1: 41,217 shares; 2025Q2: 44,900 shares; 2025Q3: 41,342 shares; 2025Q4: 45,958 shares 45,958 $2.7M 0.66% +4,616 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,709 shares; 2024Q4: 40,100 shares; 2025Q1: 51,028 shares; 2025Q2: 42,137 shares; 2025Q3: 43,004 shares; 2025Q4: 51,755 shares 51,755 $2.62M 0.64% +8,751 Timeline XMVM 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: 24,585 shares; 2024Q4: 27,137 shares; 2025Q1: 32,224 shares; 2025Q2: 34,631 shares; 2025Q3: 36,998 shares; 2025Q4: 39,089 shares 39,089 $2.61M 0.64% +2,091 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: 1,298 shares; 2024Q4: 2,378 shares; 2025Q1: 2,443 shares; 2025Q2: 2,420 shares; 2025Q3: 2,553 shares; 2025Q4: 2,628 shares 2,628 $2.57M 0.63% +75 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,159 shares; 2025Q1: 153,075 shares; 2025Q2: 150,479 shares; 2025Q3: 176,347 shares; 2025Q4: 118,677 shares 118,677 $2.48M 0.61% -57,670 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,042 shares; 2024Q4: 23,117 shares; 2025Q1: 27,823 shares; 2025Q2: 29,989 shares; 2025Q3: 32,004 shares; 2025Q4: 46,324 shares 46,324 $2.47M 0.6% +14,320 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: 185,928 shares; 2024Q4: 182,424 shares; 2025Q1: 180,131 shares; 2025Q2: 174,218 shares; 2025Q3: 168,143 shares; 2025Q4: 27,745 shares 27,745 $2.42M 0.59% -140,398 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,554 shares; 2024Q4: 21,946 shares; 2025Q1: 22,410 shares; 2025Q2: 23,149 shares; 2025Q3: 23,396 shares; 2025Q4: 21,812 shares 21,812 $2.1M 0.51% -1,584 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 14,114 shares; 2025Q1: 14,663 shares; 2025Q2: 13,997 shares; 2025Q3: 13,620 shares; 2025Q4: 13,660 shares 13,660 $2.06M 0.5% +40 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,301 shares; 2025Q1: 5,233 shares; 2025Q2: 5,190 shares; 2025Q3: 5,160 shares; 2025Q4: 4,785 shares 4,785 $2.03M 0.5% -375 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 12,377 shares; 2025Q1: 12,391 shares; 2025Q2: 12,425 shares; 2025Q3: 12,700 shares; 2025Q4: 12,816 shares 12,816 $2M 0.49% +116 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,051 shares; 2025Q1: 10,018 shares; 2025Q2: 12,563 shares; 2025Q3: 13,346 shares; 2025Q4: 16,478 shares 16,478 $1.87M 0.46% +3,132 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,723 shares; 2024Q4: 40,121 shares; 2025Q1: 41,027 shares; 2025Q2: 51,385 shares; 2025Q3: 59,113 shares; 2025Q4: 26,207 shares 26,207 $1.87M 0.46% -32,906 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: 6,055 shares; 2024Q4: 6,166 shares; 2025Q1: 5,965 shares; 2025Q2: 5,558 shares; 2025Q3: 5,522 shares; 2025Q4: 5,547 shares 5,547 $1.84M 0.45% +25 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 9,523 shares; 2025Q1: 9,452 shares; 2025Q2: 9,379 shares; 2025Q3: 9,565 shares; 2025Q4: 9,648 shares 9,648 $1.79M 0.44% +83 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: 9,652 shares; 2024Q4: 12,519 shares; 2025Q1: 14,019 shares; 2025Q2: 14,307 shares; 2025Q3: 15,538 shares; 2025Q4: 15,921 shares 15,921 $1.76M 0.43% +383 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: 20,107 shares; 2024Q4: 21,334 shares; 2025Q1: 22,308 shares; 2025Q2: 21,711 shares; 2025Q3: 21,770 shares; 2025Q4: 21,433 shares 21,433 $1.74M 0.42% -337 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,637 shares; 2024Q4: 7,095 shares; 2025Q1: 7,842 shares; 2025Q2: 8,241 shares; 2025Q3: 8,585 shares; 2025Q4: 8,655 shares 8,655 $1.72M 0.42% +70 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 16,213 shares; 2025Q1: 16,201 shares; 2025Q2: 16,280 shares; 2025Q3: 18,468 shares; 2025Q4: 18,950 shares 18,950 $1.72M 0.42% +482 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,415 shares; 2025Q1: 9,857 shares; 2025Q2: 10,193 shares; 2025Q3: 10,250 shares; 2025Q4: 9,453 shares 9,453 $1.68M 0.41% -797 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: not reported; 2024Q4: 11,207 shares; 2025Q1: 18,189 shares; 2025Q2: 18,832 shares; 2025Q3: 19,302 shares; 2025Q4: 19,575 shares 19,575 $1.64M 0.4% +273 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 5,827 shares; 2025Q1: 5,302 shares; 2025Q2: 5,305 shares; 2025Q3: 7,234 shares; 2025Q4: 19,532 shares 19,532 $1.62M 0.4% +12,298 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: 31,664 shares; 2024Q4: 31,826 shares; 2025Q1: 29,766 shares; 2025Q2: 27,406 shares; 2025Q3: 28,463 shares; 2025Q4: 31,569 shares 31,569 $1.6M 0.39% +3,106 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: 31,809 shares; 2024Q4: 31,950 shares; 2025Q1: 29,904 shares; 2025Q2: 28,921 shares; 2025Q3: 30,095 shares; 2025Q4: 31,705 shares 31,705 $1.6M 0.39% +1,610 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,959 shares; 2024Q4: 32,220 shares; 2025Q1: 32,306 shares; 2025Q2: 30,128 shares; 2025Q3: 29,728 shares; 2025Q4: 31,223 shares 31,223 $1.6M 0.39% +1,495 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,521 shares; 2025Q1: 12,865 shares; 2025Q2: 12,964 shares; 2025Q3: 13,349 shares; 2025Q4: 13,319 shares 13,319 $1.57M 0.38% -30 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,087 shares; 2025Q1: 13,222 shares; 2025Q2: 12,840 shares; 2025Q3: 12,732 shares; 2025Q4: 12,104 shares 12,104 $1.57M 0.38% -628 Timeline SMLF 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: 6,782 shares; 2025Q1: 11,161 shares; 2025Q2: 12,103 shares; 2025Q3: 12,871 shares; 2025Q4: 19,395 shares 19,395 $1.56M 0.38% +6,524 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,536 shares; 2024Q4: 22,814 shares; 2025Q1: 23,243 shares; 2025Q2: 26,274 shares; 2025Q3: 28,098 shares; 2025Q4: 36,209 shares 36,209 $1.55M 0.38% +8,111 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,612 shares; 2025Q1: 63,899 shares; 2025Q2: 79,620 shares; 2025Q3: 90,898 shares; 2025Q4: 31,679 shares 31,679 $1.55M 0.38% -59,219 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: 13,412 shares; 2024Q4: 13,497 shares; 2025Q1: 13,012 shares; 2025Q2: 12,987 shares; 2025Q3: 11,105 shares; 2025Q4: 10,204 shares 10,204 $1.53M 0.37% -901 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: 23,708 shares; 2024Q4: 24,040 shares; 2025Q1: 24,117 shares; 2025Q2: 15,881 shares; 2025Q3: 14,711 shares; 2025Q4: 14,998 shares 14,998 $1.51M 0.37% +287 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: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,271 shares; 2025Q2: 1,296 shares; 2025Q3: 1,372 shares; 2025Q4: 1,338 shares 1,338 $1.46M 0.36% -34 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,550 shares; 2025Q1: 7,678 shares; 2025Q2: 7,823 shares; 2025Q3: 8,032 shares; 2025Q4: 7,755 shares 7,755 $1.45M 0.35% -277 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,239 shares; 2025Q1: 6,225 shares; 2025Q2: 6,012 shares; 2025Q3: 6,056 shares; 2025Q4: 5,914 shares 5,914 $1.45M 0.35% -142 Timeline TBLL 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: 50,336 shares; 2024Q4: 54,519 shares; 2025Q1: not reported; 2025Q2: 20,674 shares; 2025Q3: 12,701 shares; 2025Q4: 13,424 shares 13,424 $1.42M 0.35% +723 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: 14,668 shares; 2024Q4: 13,966 shares; 2025Q1: 14,640 shares; 2025Q2: 14,903 shares; 2025Q3: 15,524 shares; 2025Q4: 16,465 shares 16,465 $1.4M 0.34% +941 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,881 shares; 2024Q4: 25,618 shares; 2025Q1: 24,818 shares; 2025Q2: 24,657 shares; 2025Q3: 24,873 shares; 2025Q4: 25,234 shares 25,234 $1.38M 0.34% +361 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,487 shares; 2025Q1: 6,897 shares; 2025Q2: 6,984 shares; 2025Q3: 7,080 shares; 2025Q4: 6,970 shares 6,970 $1.35M 0.33% -110 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: 21,344 shares; 2024Q4: 29,354 shares; 2025Q1: 30,082 shares; 2025Q2: 27,941 shares; 2025Q3: 24,724 shares; 2025Q4: 24,807 shares 24,807 $1.35M 0.33% +83 Timeline BIZD 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: 91,097 shares; 2024Q4: 78,728 shares; 2025Q1: 73,659 shares; 2025Q2: 69,390 shares; 2025Q3: 91,652 shares; 2025Q4: 92,810 shares 92,810 $1.35M 0.33% +1,158 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 12,984 shares; 2025Q1: 14,127 shares; 2025Q2: 13,844 shares; 2025Q3: 13,956 shares; 2025Q4: 14,285 shares 14,285 $1.34M 0.33% +329 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,102 shares; 2025Q1: 1,361 shares; 2025Q2: 1,382 shares; 2025Q3: 1,390 shares; 2025Q4: 1,385 shares 1,385 $1.32M 0.32% -5 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,036 shares; 2025Q1: 9,091 shares; 2025Q2: 9,982 shares; 2025Q3: 10,479 shares; 2025Q4: 15,371 shares 15,371 $1.3M 0.32% +4,892 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,173 shares; 2025Q1: 20,725 shares; 2025Q2: 22,667 shares; 2025Q3: 24,097 shares; 2025Q4: 26,254 shares 26,254 $1.3M 0.32% +2,157 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,248 shares; 2025Q1: 3,527 shares; 2025Q2: 3,484 shares; 2025Q3: 3,502 shares; 2025Q4: 3,561 shares 3,561 $1.3M 0.32% +59 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 9,234 shares; 2025Q1: 9,664 shares; 2025Q2: 9,817 shares; 2025Q3: 9,840 shares; 2025Q4: 9,859 shares 9,859 $1.28M 0.31% +19 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,918 shares; 2025Q1: 2,468 shares; 2025Q2: 2,528 shares; 2025Q3: 2,619 shares; 2025Q4: 2,621 shares 2,621 $1.27M 0.31% +2 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,493 shares; 2025Q1: 12,022 shares; 2025Q2: 12,144 shares; 2025Q3: 12,463 shares; 2025Q4: 12,327 shares 12,327 $1.26M 0.31% -136 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: 4,230 shares; 2024Q4: 4,238 shares; 2025Q1: 4,135 shares; 2025Q2: 4,130 shares; 2025Q3: 4,200 shares; 2025Q4: 3,802 shares 3,802 $1.26M 0.31% -398 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,088 shares; 2024Q4: 11,180 shares; 2025Q1: 11,682 shares; 2025Q2: 11,925 shares; 2025Q3: 12,337 shares; 2025Q4: 12,379 shares 12,379 $1.25M 0.31% +42 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 3,298 shares; 2025Q1: 3,018 shares; 2025Q2: 2,999 shares; 2025Q3: 3,059 shares; 2025Q4: 3,516 shares 3,516 $1.22M 0.3% +457 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: 6,313 shares; 2024Q4: 6,239 shares; 2025Q1: 5,237 shares; 2025Q2: 5,244 shares; 2025Q3: 5,188 shares; 2025Q4: 5,188 shares 5,188 $1.22M 0.3% 0 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: 8,515 shares; 2025Q2: 8,889 shares; 2025Q3: 9,420 shares; 2025Q4: 9,959 shares 9,959 $1.21M 0.3% +539 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,819 shares; 2024Q4: 44,072 shares; 2025Q1: 44,501 shares; 2025Q2: 53,467 shares; 2025Q3: 58,987 shares; 2025Q4: 20,553 shares 20,553 $1.21M 0.29% -38,434 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: 833 shares; 2024Q4: 1,428 shares; 2025Q1: 1,923 shares; 2025Q2: 1,764 shares; 2025Q3: 1,773 shares; 2025Q4: 1,740 shares 1,740 $1.2M 0.29% -33 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: 5,273 shares; 2024Q4: 5,118 shares; 2025Q1: 5,554 shares; 2025Q2: 5,621 shares; 2025Q3: 5,928 shares; 2025Q4: 6,174 shares 6,174 $1.2M 0.29% +246 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,585 shares; 2025Q1: 13,226 shares; 2025Q2: 14,398 shares; 2025Q3: 15,423 shares; 2025Q4: 23,117 shares 23,117 $1.2M 0.29% +7,694 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,761 shares; 2025Q1: 12,403 shares; 2025Q2: 12,589 shares; 2025Q3: 14,280 shares; 2025Q4: 14,969 shares 14,969 $1.18M 0.29% +689 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,848 shares; 2025Q2: 5,232 shares; 2025Q3: 5,702 shares; 2025Q4: 5,928 shares 5,928 $1.17M 0.29% +226 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,896 shares; 2025Q1: 13,103 shares; 2025Q2: 17,433 shares; 2025Q3: 21,080 shares; 2025Q4: 10,847 shares 10,847 $1.17M 0.28% -10,233 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: 55,197 shares; 2024Q4: 40,130 shares; 2025Q1: 52,968 shares; 2025Q2: 54,820 shares; 2025Q3: 55,147 shares; 2025Q4: 54,384 shares 54,384 $1.16M 0.28% -763 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,499 shares; 2025Q1: 11,499 shares; 2025Q2: 11,494 shares; 2025Q3: 11,494 shares; 2025Q4: 11,287 shares 11,287 $1.16M 0.28% -207 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,240 shares; 2025Q1: 1,294 shares; 2025Q2: 1,583 shares; 2025Q3: 1,584 shares; 2025Q4: 1,679 shares 1,679 $1.14M 0.28% +95 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,896 shares; 2025Q1: 34,806 shares; 2025Q2: 36,332 shares; 2025Q3: 38,889 shares; 2025Q4: 42,454 shares 42,454 $1.14M 0.28% +3,565 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,042 shares; 2025Q1: 23,872 shares; 2025Q2: 21,959 shares; 2025Q3: 19,512 shares; 2025Q4: 16,511 shares 16,511 $1.13M 0.28% -3,001 Timeline LQD 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: 9,957 shares 9,957 $1.1M 0.27% 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: 5,802 shares; 2024Q4: 5,892 shares; 2025Q1: 6,324 shares; 2025Q2: 6,540 shares; 2025Q3: 6,830 shares; 2025Q4: 6,871 shares 6,871 $1.08M 0.26% +41 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,453 shares; 2025Q1: 18,038 shares; 2025Q2: 18,566 shares; 2025Q3: 19,285 shares; 2025Q4: 20,031 shares 20,031 $1.07M 0.26% +746 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: 5,314 shares; 2024Q4: 6,143 shares; 2025Q1: 6,506 shares; 2025Q2: 6,391 shares; 2025Q3: 6,244 shares; 2025Q4: 5,960 shares 5,960 $1.06M 0.26% -284 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,565 shares; 2025Q1: 13,851 shares; 2025Q2: 15,347 shares; 2025Q3: 17,388 shares; 2025Q4: 20,500 shares 20,500 $1.06M 0.26% +3,112 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,183 shares; 2024Q4: 67,518 shares; 2025Q1: 72,848 shares; 2025Q2: 68,781 shares; 2025Q3: 68,569 shares; 2025Q4: 74,989 shares 74,989 $1.06M 0.26% +6,420 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,708 shares; 2025Q1: 5,418 shares; 2025Q2: 5,468 shares; 2025Q3: 5,669 shares; 2025Q4: 5,753 shares 5,753 $1.05M 0.26% +84 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,472 shares; 2025Q1: 25,039 shares; 2025Q2: 27,745 shares; 2025Q3: 25,599 shares; 2025Q4: 31,627 shares 31,627 $1.04M 0.25% +6,028 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,797 shares; 2025Q1: 3,256 shares; 2025Q2: 3,385 shares; 2025Q3: 3,617 shares; 2025Q4: 3,907 shares 3,907 $1.03M 0.25% +290 Timeline SPMB 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: 120,882 shares; 2024Q4: 60,724 shares; 2025Q1: 42,785 shares; 2025Q2: 44,194 shares; 2025Q3: 44,948 shares; 2025Q4: 45,513 shares 45,513 $1.02M 0.25% +565 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,783 shares; 2024Q4: 81,479 shares; 2025Q1: 84,658 shares; 2025Q2: 61,417 shares; 2025Q3: 74,714 shares; 2025Q4: 85,809 shares 85,809 $1.01M 0.25% +11,095 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,475 shares; 2025Q1: 7,175 shares; 2025Q2: 7,555 shares; 2025Q3: 7,892 shares; 2025Q4: 8,173 shares 8,173 $1.01M 0.25% +281 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,985 shares; 2025Q1: 13,537 shares; 2025Q2: 13,581 shares; 2025Q3: 13,921 shares; 2025Q4: 15,027 shares 15,027 $996K 0.24% +1,106 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,153 shares; 2025Q1: 14,831 shares; 2025Q2: 16,154 shares; 2025Q3: 17,007 shares; 2025Q4: 17,843 shares 17,843 $985K 0.24% +836 Timeline SMMD 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: 12,059 shares 12,059 $978K 0.24% new Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,426 shares; 2025Q1: 11,473 shares; 2025Q2: 12,375 shares; 2025Q3: 13,032 shares; 2025Q4: 14,105 shares 14,105 $963K 0.24% +1,073 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: 2,861 shares; 2025Q2: 2,737 shares; 2025Q3: 2,716 shares; 2025Q4: 2,539 shares 2,539 $963K 0.24% -177 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: 9,183 shares; 2024Q4: 10,185 shares; 2025Q1: 13,409 shares; 2025Q2: 14,177 shares; 2025Q3: 14,897 shares; 2025Q4: 15,962 shares 15,962 $952K 0.23% +1,065 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 15,266 shares; 2025Q1: 17,086 shares; 2025Q2: 18,055 shares; 2025Q3: 18,851 shares; 2025Q4: 20,932 shares 20,932 $923K 0.23% +2,081 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 838 shares; 2025Q1: 888 shares; 2025Q2: 785 shares; 2025Q3: 819 shares; 2025Q4: 846 shares 846 $902K 0.22% +27 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares; 2025Q2: 6,075 shares; 2025Q3: 6,221 shares; 2025Q4: 7,524 shares 7,524 $873K 0.21% +1,303 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 2,101 shares; 2025Q1: 2,275 shares; 2025Q2: 1,943 shares; 2025Q3: 1,630 shares; 2025Q4: 1,797 shares 1,797 $840K 0.21% +167 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,637 shares; 2025Q1: 5,102 shares; 2025Q2: 4,877 shares; 2025Q3: 6,125 shares; 2025Q4: 6,617 shares 6,617 $838K 0.2% +492 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: 11,174 shares; 2024Q4: 11,205 shares; 2025Q1: 11,885 shares; 2025Q2: 12,447 shares; 2025Q3: 16,260 shares; 2025Q4: 16,958 shares 16,958 $822K 0.2% +698 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,797 shares; 2025Q1: 14,817 shares; 2025Q2: 14,907 shares; 2025Q3: 15,081 shares; 2025Q4: 14,429 shares 14,429 $812K 0.2% -652 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,114 shares; 2025Q1: 4,566 shares; 2025Q2: 4,733 shares; 2025Q3: 4,769 shares; 2025Q4: 4,463 shares 4,463 $808K 0.2% -306 Timeline BLV 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: 4,024 shares; 2024Q4: 4,478 shares; 2025Q1: 4,896 shares; 2025Q2: 5,610 shares; 2025Q3: 11,157 shares; 2025Q4: 11,504 shares 11,504 $805K 0.2% +347 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: 4,919 shares; 2024Q4: 5,282 shares; 2025Q1: 5,636 shares; 2025Q2: 6,089 shares; 2025Q3: 10,053 shares; 2025Q4: 10,355 shares 10,355 $805K 0.2% +302 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 2,060 shares; 2025Q1: 2,236 shares; 2025Q2: 2,270 shares; 2025Q3: 2,212 shares; 2025Q4: 1,786 shares 1,786 $796K 0.19% -426 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: 7,257 shares; 2024Q4: 2,670 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,609 shares 2,609 $792K 0.19% +421 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 12,821 shares; 2025Q1: not reported; 2025Q2: 20,194 shares; 2025Q3: 22,698 shares; 2025Q4: 23,191 shares 23,191 $782K 0.19% +493 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,178 shares; 2025Q1: 2,642 shares; 2025Q2: 2,579 shares; 2025Q3: 2,790 shares; 2025Q4: 2,718 shares 2,718 $779K 0.19% -72 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,844 shares; 2025Q1: 26,304 shares; 2025Q2: 26,037 shares; 2025Q3: 25,943 shares; 2025Q4: 25,362 shares 25,362 $770K 0.19% -581 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: 5,321 shares; 2024Q4: 5,143 shares; 2025Q1: 4,472 shares; 2025Q2: 4,253 shares; 2025Q3: 4,078 shares; 2025Q4: 4,150 shares 4,150 $767K 0.19% +72 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 955 shares; 2025Q1: 1,044 shares; 2025Q2: 1,086 shares; 2025Q3: 1,122 shares; 2025Q4: 1,107 shares 1,107 $757K 0.18% -15 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,023 shares; 2025Q1: 3,536 shares; 2025Q2: 3,554 shares; 2025Q3: 3,590 shares; 2025Q4: 3,453 shares 3,453 $750K 0.18% -137 Timeline GNMA 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: 16,484 shares 16,484 $736K 0.18% new Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,030 shares; 2025Q1: 40,910 shares; 2025Q2: 51,942 shares; 2025Q3: 57,739 shares; 2025Q4: 55,869 shares 55,869 $725K 0.18% -1,870 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 4,352 shares; 2025Q1: 4,645 shares; 2025Q2: 4,062 shares; 2025Q3: 3,993 shares; 2025Q4: 4,117 shares 4,117 $724K 0.18% +124 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 9,796 shares; 2025Q1: 9,796 shares; 2025Q2: 9,796 shares; 2025Q3: 9,982 shares; 2025Q4: 9,864 shares 9,864 $703K 0.17% -118 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,210 shares; 2025Q1: 15,758 shares; 2025Q2: 16,199 shares; 2025Q3: 16,933 shares; 2025Q4: 16,757 shares 16,757 $700K 0.17% -176 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,116 shares; 2025Q1: 5,503 shares; 2025Q2: 5,680 shares; 2025Q3: 5,920 shares; 2025Q4: 5,936 shares 5,936 $693K 0.17% +16 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,209 shares; 2025Q1: 1,561 shares; 2025Q2: 1,455 shares; 2025Q3: not reported; 2025Q4: 4,255 shares 4,255 $684K 0.17% new Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,964 shares 16,964 $669K 0.16% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,236 shares; 2025Q1: 7,233 shares; 2025Q2: 7,430 shares; 2025Q3: 7,674 shares; 2025Q4: 7,769 shares 7,769 $666K 0.16% +95 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,001 shares; 2025Q1: 25,018 shares; 2025Q2: 25,360 shares; 2025Q3: 26,402 shares; 2025Q4: 26,241 shares 26,241 $656K 0.16% -161 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: 12,002 shares; 2024Q4: 7,484 shares; 2025Q1: 6,481 shares; 2025Q2: 5,925 shares; 2025Q3: 5,836 shares; 2025Q4: 5,985 shares 5,985 $654K 0.16% +149 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,286 shares; 2025Q1: 8,728 shares; 2025Q2: 8,915 shares; 2025Q3: 9,089 shares; 2025Q4: 8,864 shares 8,864 $647K 0.16% -225 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,166 shares; 2025Q1: 5,583 shares; 2025Q2: 6,384 shares; 2025Q3: 6,821 shares; 2025Q4: 6,892 shares 6,892 $645K 0.16% +71 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 6,462 shares; 2025Q1: 6,937 shares; 2025Q2: 7,108 shares; 2025Q3: 7,415 shares; 2025Q4: 7,583 shares 7,583 $643K 0.16% +168 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,687 shares; 2025Q1: 2,040 shares; 2025Q2: 2,094 shares; 2025Q3: 2,274 shares; 2025Q4: 2,337 shares 2,337 $623K 0.15% +63 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,128 shares; 2025Q1: 30,243 shares; 2025Q2: 31,148 shares; 2025Q3: 31,988 shares; 2025Q4: 32,216 shares 32,216 $611K 0.15% +228 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,086 shares; 2025Q1: 7,234 shares; 2025Q2: 7,989 shares; 2025Q3: 8,468 shares; 2025Q4: 8,838 shares 8,838 $604K 0.15% +370 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 7,039 shares; 2025Q1: 7,881 shares; 2025Q2: 8,018 shares; 2025Q3: 9,347 shares; 2025Q4: 9,680 shares 9,680 $601K 0.15% +333 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,663 shares; 2024Q4: 22,822 shares; 2025Q1: 23,073 shares; 2025Q2: 23,434 shares; 2025Q3: 24,427 shares; 2025Q4: 24,791 shares 24,791 $594K 0.15% +364 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,313 shares; 2025Q1: 46,315 shares; 2025Q2: 43,190 shares; 2025Q3: 42,663 shares; 2025Q4: 42,509 shares 42,509 $592K 0.14% -154 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: 1,823 shares; 2025Q3: 1,792 shares; 2025Q4: 2,075 shares 2,075 $584K 0.14% +283 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,908 shares; 2025Q1: 25,059 shares; 2025Q2: 25,475 shares; 2025Q3: 26,749 shares; 2025Q4: 28,254 shares 28,254 $569K 0.14% +1,505 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 981 shares; 2025Q3: 1,070 shares; 2025Q4: 1,239 shares 1,239 $562K 0.14% +169 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,992 shares; 2025Q1: 2,289 shares; 2025Q2: 2,335 shares; 2025Q3: 2,469 shares; 2025Q4: 2,578 shares 2,578 $555K 0.14% +109 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,152 shares; 2025Q2: 6,672 shares; 2025Q3: 6,934 shares; 2025Q4: 7,296 shares 7,296 $553K 0.14% +362 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,760 shares; 2025Q1: 10,168 shares; 2025Q2: 10,633 shares; 2025Q3: 11,280 shares; 2025Q4: 11,907 shares 11,907 $552K 0.13% +627 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 10,654 shares; 2025Q2: 10,861 shares; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares 10,881 $547K 0.13% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,156 shares 5,156 $513K 0.13% new 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: 9,149 shares; 2024Q4: 10,117 shares; 2025Q1: 8,392 shares; 2025Q2: 9,834 shares; 2025Q3: 11,545 shares; 2025Q4: 5,656 shares 5,656 $511K 0.12% -5,889 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 7,527 shares; 2025Q1: 7,001 shares; 2025Q2: 7,121 shares; 2025Q3: 6,781 shares; 2025Q4: 4,635 shares 4,635 $508K 0.12% -2,146 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 6,683 shares; 2025Q1: 7,090 shares; 2025Q2: 7,372 shares; 2025Q3: 10,455 shares; 2025Q4: 10,738 shares 10,738 $506K 0.12% +283 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,280 shares; 2025Q1: 12,974 shares; 2025Q2: 12,560 shares; 2025Q3: 12,946 shares; 2025Q4: 13,474 shares 13,474 $506K 0.12% +528 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,532 shares; 2025Q1: 8,674 shares; 2025Q2: 8,821 shares; 2025Q3: 9,144 shares; 2025Q4: 9,541 shares 9,541 $488K 0.12% +397 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: 6,863 shares; 2025Q1: 6,695 shares; 2025Q2: 6,614 shares; 2025Q3: 6,226 shares; 2025Q4: 5,087 shares 5,087 $482K 0.12% -1,139 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS 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: 36,946 shares; 2025Q4: 42,653 shares 42,653 $478K 0.12% +5,707 Timeline FLRN 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: 15,468 shares; 2024Q4: 15,468 shares; 2025Q1: 15,468 shares; 2025Q2: 15,468 shares; 2025Q3: 15,468 shares; 2025Q4: 15,468 shares 15,468 $477K 0.12% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,582 shares 3,582 $468K 0.11% new 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: 12,599 shares; 2024Q4: 4,720 shares; 2025Q1: 3,574 shares; 2025Q2: 3,464 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares 3,442 $460K 0.11% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 3,611 shares; 2025Q1: 3,819 shares; 2025Q2: 4,027 shares; 2025Q3: 4,372 shares; 2025Q4: 5,327 shares 5,327 $456K 0.11% +955 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,984 shares 24,984 $452K 0.11% new Timeline IGE 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: 8,061 shares 8,061 $451K 0.11% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,893 shares; 2025Q1: 2,022 shares; 2025Q2: 2,014 shares; 2025Q3: 1,902 shares; 2025Q4: 1,909 shares 1,909 $433K 0.11% +7 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,779 shares; 2025Q2: 5,794 shares; 2025Q3: 4,694 shares; 2025Q4: 4,699 shares 4,699 $429K 0.1% +5 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,529 shares; 2025Q2: 17,799 shares; 2025Q3: 17,819 shares; 2025Q4: 18,670 shares 18,670 $426K 0.1% +851 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,462 shares; 2025Q4: 9,222 shares 9,222 $413K 0.1% +3,760 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,692 shares; 2024Q4: 20,430 shares; 2025Q1: 6,888 shares; 2025Q2: 8,902 shares; 2025Q3: 10,688 shares; 2025Q4: 4,177 shares 4,177 $400K 0.1% -6,511 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 2,975 shares 2,975 $396K 0.1% -7 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,008 shares 4,008 $382K 0.09% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,766 shares 9,766 $368K 0.09% new Timeline VTG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,829 shares 4,829 $367K 0.09% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,700 shares 8,700 $367K 0.09% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 941 shares; 2025Q1: 1,555 shares; 2025Q2: 1,427 shares; 2025Q3: 1,430 shares; 2025Q4: 1,434 shares 1,434 $367K 0.09% +4 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,446 shares 7,446 $366K 0.09% new Timeline FALN 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: 13,272 shares 13,272 $366K 0.09% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,550 shares 3,550 $364K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 634 shares; 2025Q3: 700 shares; 2025Q4: 589 shares 589 $358K 0.09% -111 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: 2,694 shares; 2024Q4: 2,641 shares; 2025Q1: 2,535 shares; 2025Q2: 2,216 shares; 2025Q3: 2,204 shares; 2025Q4: 2,069 shares 2,069 $345K 0.08% -135 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,473 shares 5,473 $344K 0.08% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares 860 $342K 0.08% new 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: 3,286 shares; 2024Q4: 5,286 shares; 2025Q1: 5,286 shares; 2025Q2: 4,538 shares; 2025Q3: 4,540 shares; 2025Q4: 4,399 shares 4,399 $339K 0.08% -141 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 1,935 shares; 2025Q1: 1,972 shares; 2025Q2: 1,822 shares; 2025Q3: 1,732 shares; 2025Q4: 1,699 shares 1,699 $338K 0.08% -33 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,524 shares; 2025Q1: 5,774 shares; 2025Q2: 3,570 shares; 2025Q3: 4,103 shares; 2025Q4: 4,167 shares 4,167 $338K 0.08% +64 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,692 shares 14,692 $333K 0.08% 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: not reported; 2024Q4: 1,084 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,087 shares; 2025Q4: 1,021 shares 1,021 $332K 0.08% -66 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,111 shares; 2025Q1: 9,111 shares; 2025Q2: 9,111 shares; 2025Q3: 9,111 shares; 2025Q4: 9,111 shares 9,111 $315K 0.08% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 781 shares; 2025Q1: 762 shares; 2025Q2: 766 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767 $311K 0.08% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,721 shares; 2025Q2: 676 shares; 2025Q3: 485 shares; 2025Q4: 489 shares 489 $310K 0.08% +4 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 444 shares; 2025Q4: 449 shares 449 $297K 0.07% +5 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 10,508 shares; 2025Q1: 10,936 shares; 2025Q2: 9,911 shares; 2025Q3: not reported; 2025Q4: 5,655 shares 5,655 $297K 0.07% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,875 shares 4,875 $284K 0.07% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares 1,368 $283K 0.07% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 3,642 shares; 2025Q1: 3,583 shares; 2025Q2: not reported; 2025Q3: 1,887 shares; 2025Q4: 1,906 shares 1,906 $263K 0.06% +19 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,494 shares; 2025Q3: 998 shares; 2025Q4: 1,033 shares 1,033 $262K 0.06% +35 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,234 shares 1,234 $258K 0.06% -135 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 11,757 shares; 2025Q1: 11,129 shares; 2025Q2: 7,055 shares; 2025Q3: 7,425 shares; 2025Q4: 6,782 shares 6,782 $258K 0.06% -643 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares 2,111 $257K 0.06% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,317 shares; 2024Q4: 4,163 shares; 2025Q1: 2,259 shares; 2025Q2: 2,085 shares; 2025Q3: 2,076 shares; 2025Q4: 2,077 shares 2,077 $256K 0.06% +1 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,324 shares; 2025Q4: 17,185 shares 17,185 $255K 0.06% -139 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER 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: 8,165 shares 8,165 $253K 0.06% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,033 shares; 2025Q3: 2,260 shares; 2025Q4: 2,354 shares 2,354 $252K 0.06% +94 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 4,845 shares; 2025Q1: 4,744 shares; 2025Q2: 3,010 shares; 2025Q3: 2,541 shares; 2025Q4: 2,297 shares 2,297 $252K 0.06% -244 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,153 shares; 2025Q4: 1,159 shares 1,159 $249K 0.06% +6 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 949 shares; 2025Q2: 949 shares; 2025Q3: 708 shares; 2025Q4: 932 shares 932 $248K 0.06% +224 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,237 shares; 2025Q3: 6,199 shares; 2025Q4: 6,334 shares 6,334 $248K 0.06% +135 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,931 shares; 2025Q2: 11,346 shares; 2025Q3: not reported; 2025Q4: 7,962 shares 7,962 $247K 0.06% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 8,344 shares; 2025Q1: 8,188 shares; 2025Q2: 6,494 shares; 2025Q3: 4,886 shares; 2025Q4: 5,048 shares 5,048 $247K 0.06% +162 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,192 shares 1,192 $246K 0.06% +38 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares 2,013 $240K 0.06% new 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: 1,209 shares; 2024Q4: 1,227 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $237K 0.06% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares 1,545 $232K 0.06% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,252 shares; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,751 shares; 2025Q4: 1,831 shares 1,831 $229K 0.06% +80 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 649 shares 649 $209K 0.05% new 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: not reported; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares 319 $207K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,998 shares; 2024Q4: 9,539 shares; 2025Q1: 8,670 shares; 2025Q2: 9,206 shares; 2025Q3: 7,209 shares; 2025Q4: 3,538 shares 3,538 $204K 0.05% -3,671 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: 15,245 shares; 2024Q4: 15,228 shares; 2025Q1: 13,390 shares; 2025Q2: 12,995 shares; 2025Q3: 13,003 shares; 2025Q4: 14,022 shares 14,022 $192K 0.05% +1,019 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE 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: not reported; 2025Q3: 16,003 shares; 2025Q4: 16,430 shares 16,430 $157K 0.04% +427 Timeline