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: 925,917 shares; 2024Q4: 930,782 shares; 2025Q1: 930,756 shares; 2025Q2: 931,635 shares; 2025Q3: 942,808 shares; 2025Q4: 1,092,841 shares 1,092,841 $297M 6.53% +150,033 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: 789,608 shares; 2024Q4: 785,298 shares; 2025Q1: 810,936 shares; 2025Q2: 815,934 shares; 2025Q3: 827,833 shares; 2025Q4: 1,044,932 shares 1,044,932 $195M 4.28% +217,099 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,223 shares 270,223 $184M 4.05% 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: 186,364 shares; 2024Q4: 192,875 shares; 2025Q1: 194,619 shares; 2025Q2: 202,181 shares; 2025Q3: 206,635 shares; 2025Q4: 265,463 shares 265,463 $128M 2.82% +58,828 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: 315,828 shares; 2024Q4: 324,285 shares; 2025Q1: 327,418 shares; 2025Q2: 333,462 shares; 2025Q3: 335,835 shares; 2025Q4: 447,988 shares 447,988 $103M 2.27% +112,153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,211 shares 127,211 $78.1M 1.72% new 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: 198,769 shares; 2024Q4: 198,306 shares; 2025Q1: 198,718 shares; 2025Q2: 197,583 shares; 2025Q3: 193,062 shares; 2025Q4: 226,695 shares 226,695 $73M 1.61% +33,633 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 642,750 shares 642,750 $68.6M 1.51% new 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: 147,823 shares; 2024Q4: 150,167 shares; 2025Q1: 154,389 shares; 2025Q2: 155,370 shares; 2025Q3: 155,617 shares; 2025Q4: 214,063 shares 214,063 $67.2M 1.48% +58,446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459,174 shares 459,174 $66.1M 1.45% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,474,931 shares 1,474,931 $65.5M 1.44% new 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: 149,216 shares; 2024Q4: 152,813 shares; 2025Q1: 151,758 shares; 2025Q2: 151,403 shares; 2025Q3: 154,446 shares; 2025Q4: 203,954 shares 203,954 $63.8M 1.4% +49,508 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: 175,126 shares; 2024Q4: 173,933 shares; 2025Q1: 174,766 shares; 2025Q2: 180,370 shares; 2025Q3: 182,897 shares; 2025Q4: 251,230 shares 251,230 $57.4M 1.26% +68,333 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: 50,547 shares; 2024Q4: 50,845 shares; 2025Q1: 53,399 shares; 2025Q2: 48,333 shares; 2025Q3: 50,750 shares; 2025Q4: 76,385 shares 76,385 $50.4M 1.11% +25,635 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: 96,151 shares; 2024Q4: 96,610 shares; 2025Q1: 102,626 shares; 2025Q2: 92,558 shares; 2025Q3: 93,934 shares; 2025Q4: 110,086 shares 110,086 $49.5M 1.09% +16,152 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: 91,371 shares; 2024Q4: 95,199 shares; 2025Q1: 101,048 shares; 2025Q2: 102,346 shares; 2025Q3: 103,992 shares; 2025Q4: 138,055 shares 138,055 $47.8M 1.05% +34,063 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: 46,750 shares; 2024Q4: 50,107 shares; 2025Q1: 55,790 shares; 2025Q2: 60,974 shares; 2025Q3: 61,342 shares; 2025Q4: 92,922 shares 92,922 $46.7M 1.03% +31,580 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286,069 shares 286,069 $42.5M 0.93% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459,321 shares 459,321 $41.1M 0.9% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503,399 shares 503,399 $40.4M 0.89% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974,091 shares 974,091 $37.1M 0.82% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 476,467 shares 476,467 $36.7M 0.81% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477,694 shares 477,694 $35.8M 0.79% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602,558 shares 602,558 $34.2M 0.75% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,513 shares 684,513 $32.1M 0.7% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 387,811 shares 387,811 $32M 0.7% new 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: 60,694 shares; 2024Q4: 62,080 shares; 2025Q1: 64,689 shares; 2025Q2: 62,970 shares; 2025Q3: 132,797 shares; 2025Q4: 200,772 shares 200,772 $30.6M 0.67% +67,975 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: not reported; 2025Q4: 641,545 shares 641,545 $28.5M 0.63% new 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: 35,828 shares; 2024Q4: 36,493 shares; 2025Q1: 36,618 shares; 2025Q2: 36,382 shares; 2025Q3: 36,093 shares; 2025Q4: 49,473 shares 49,473 $28.3M 0.62% +13,380 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: 62,243 shares; 2024Q4: 70,205 shares; 2025Q1: 71,659 shares; 2025Q2: 113,512 shares; 2025Q3: 124,359 shares; 2025Q4: 155,177 shares 155,177 $27.6M 0.61% +30,818 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: 176,662 shares; 2024Q4: 179,571 shares; 2025Q1: 183,976 shares; 2025Q2: 184,313 shares; 2025Q3: 180,229 shares; 2025Q4: 226,621 shares 226,621 $27.3M 0.6% +46,392 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: 171,793 shares; 2024Q4: 170,230 shares; 2025Q1: 168,857 shares; 2025Q2: 173,943 shares; 2025Q3: 174,495 shares; 2025Q4: 239,838 shares 239,838 $26.7M 0.59% +65,343 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: 20,035 shares; 2024Q4: 18,741 shares; 2025Q1: 19,074 shares; 2025Q2: 19,196 shares; 2025Q3: 18,799 shares; 2025Q4: 24,100 shares 24,100 $25.9M 0.57% +5,301 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,410 shares; 2024Q4: 165,957 shares; 2025Q1: 153,675 shares; 2025Q2: 155,185 shares; 2025Q3: 152,786 shares; 2025Q4: 193,697 shares 193,697 $24.3M 0.53% +40,911 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582,525 shares 582,525 $23.4M 0.52% new 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: 19,737 shares; 2024Q4: 18,349 shares; 2025Q1: 18,513 shares; 2025Q2: 18,838 shares; 2025Q3: 19,290 shares; 2025Q4: 26,955 shares 26,955 $23.2M 0.51% +7,665 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: 85,139 shares; 2024Q4: 82,158 shares; 2025Q1: 82,599 shares; 2025Q2: 82,132 shares; 2025Q3: 83,932 shares; 2025Q4: 111,743 shares 111,743 $23.1M 0.51% +27,811 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: 53,318 shares; 2024Q4: 54,550 shares; 2025Q1: 55,560 shares; 2025Q2: 55,993 shares; 2025Q3: 56,020 shares; 2025Q4: 71,752 shares 71,752 $21.9M 0.48% +15,732 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,366 shares 65,366 $21.9M 0.48% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320,421 shares 320,421 $21M 0.46% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579,275 shares 579,275 $20.8M 0.46% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520,492 shares 520,492 $20.3M 0.45% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2025Q4: 348,850 shares 348,850 $19.9M 0.44% new 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: 42,359 shares; 2024Q4: 43,659 shares; 2025Q1: 43,697 shares; 2025Q2: 43,514 shares; 2025Q3: 44,562 shares; 2025Q4: 55,324 shares 55,324 $19.4M 0.43% +10,762 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: 115,057 shares; 2024Q4: 113,709 shares; 2025Q1: 113,137 shares; 2025Q2: 112,686 shares; 2025Q3: 105,612 shares; 2025Q4: 134,524 shares 134,524 $19.3M 0.42% +28,912 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: 51,014 shares; 2024Q4: 51,447 shares; 2025Q1: 52,405 shares; 2025Q2: 53,744 shares; 2025Q3: 55,449 shares; 2025Q4: 64,657 shares 64,657 $19.2M 0.42% +9,208 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,334 shares 154,334 $19.1M 0.42% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,251 shares 119,251 $18.5M 0.41% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,792 shares 153,792 $18.4M 0.4% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 418,889 shares 418,889 $18.3M 0.4% new 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: 32,845 shares; 2024Q4: 34,111 shares; 2025Q1: 36,477 shares; 2025Q2: 37,361 shares; 2025Q3: 38,651 shares; 2025Q4: 52,806 shares 52,806 $18.2M 0.4% +14,155 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,818 shares 152,818 $18M 0.4% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322,613 shares 322,613 $17.7M 0.39% new 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: 74,497 shares; 2024Q4: 77,905 shares; 2025Q1: 77,294 shares; 2025Q2: 79,228 shares; 2025Q3: 76,897 shares; 2025Q4: 95,818 shares 95,818 $17.6M 0.39% +18,921 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: 22,704 shares; 2024Q4: 23,586 shares; 2025Q1: 23,816 shares; 2025Q2: 24,015 shares; 2025Q3: 23,702 shares; 2025Q4: 30,746 shares 30,746 $17.6M 0.39% +7,044 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 329,757 shares 329,757 $17.4M 0.38% new 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: 11,452 shares; 2024Q4: 11,832 shares; 2025Q1: 12,107 shares; 2025Q2: 12,196 shares; 2025Q3: 12,124 shares; 2025Q4: 180,041 shares 180,041 $16.9M 0.37% +167,917 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,323 shares 170,323 $15.6M 0.34% new 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: 153,759 shares 153,759 $15.3M 0.34% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,056 shares 22,056 $15.1M 0.33% new 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: not reported; 2024Q4: 1,059 shares; 2025Q1: 31,626 shares; 2025Q2: not reported; 2025Q3: 2,759 shares; 2025Q4: 38,007 shares 38,007 $15.1M 0.33% +35,248 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513,185 shares 513,185 $14.8M 0.33% new 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: 31,482 shares; 2024Q4: 25,915 shares; 2025Q1: 25,488 shares; 2025Q2: 22,592 shares; 2025Q3: 31,566 shares; 2025Q4: 44,464 shares 44,464 $14.7M 0.32% +12,898 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,388 shares; 2024Q4: 46,254 shares; 2025Q1: 47,163 shares; 2025Q2: 47,533 shares; 2025Q3: 50,569 shares; 2025Q4: 65,773 shares 65,773 $14.5M 0.32% +15,204 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: 37,689 shares; 2024Q4: 37,764 shares; 2025Q1: 38,352 shares; 2025Q2: 38,141 shares; 2025Q3: 39,608 shares; 2025Q4: 45,964 shares 45,964 $14.2M 0.31% +6,356 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,497 shares; 2024Q4: 40,196 shares; 2025Q1: 30,030 shares; 2025Q2: 30,694 shares; 2025Q3: 31,974 shares; 2025Q4: 39,222 shares 39,222 $13.9M 0.3% +7,248 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268,864 shares 268,864 $13.7M 0.3% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI 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: 587,480 shares 587,480 $13.6M 0.3% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E 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: 443,970 shares 443,970 $13.5M 0.3% new 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: 30,270 shares; 2024Q4: 31,413 shares; 2025Q1: 31,376 shares; 2025Q2: 30,772 shares; 2025Q3: 31,326 shares; 2025Q4: 36,509 shares 36,509 $13.5M 0.3% +5,183 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: 22,070 shares; 2024Q4: 21,478 shares; 2025Q1: 22,726 shares; 2025Q2: 20,991 shares; 2025Q3: 22,431 shares; 2025Q4: 47,022 shares 47,022 $13.4M 0.29% +24,591 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,105 shares 22,105 $13.3M 0.29% new 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: 73,873 shares; 2024Q4: 76,344 shares; 2025Q1: 76,402 shares; 2025Q2: 76,478 shares; 2025Q3: 81,670 shares; 2025Q4: 115,978 shares 115,978 $13.2M 0.29% +34,308 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,524 shares 83,524 $13M 0.28% new 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: 13,698 shares; 2024Q4: 14,363 shares; 2025Q1: 15,077 shares; 2025Q2: 15,531 shares; 2025Q3: 15,827 shares; 2025Q4: 27,605 shares 27,605 $12.9M 0.28% +11,778 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: 59,755 shares; 2024Q4: 60,736 shares; 2025Q1: 60,732 shares; 2025Q2: 65,765 shares; 2025Q3: 66,276 shares; 2025Q4: 80,575 shares 80,575 $12.9M 0.28% +14,299 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: 151,728 shares; 2024Q4: 159,043 shares; 2025Q1: 158,410 shares; 2025Q2: 155,743 shares; 2025Q3: 163,335 shares; 2025Q4: 232,118 shares 232,118 $12.8M 0.28% +68,783 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,076 shares 122,076 $12.4M 0.27% new Timeline XMHQ 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: 120,231 shares 120,231 $12.3M 0.27% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,316 shares 35,316 $12.1M 0.27% new 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: not reported; 2025Q4: 240,031 shares 240,031 $12.1M 0.27% new Timeline XSHQ 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: 284,863 shares 284,863 $12M 0.26% new 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: 37,454 shares; 2024Q4: 34,788 shares; 2025Q1: 35,181 shares; 2025Q2: 39,288 shares; 2025Q3: 40,438 shares; 2025Q4: 55,779 shares 55,779 $11.9M 0.26% +15,341 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: 23,046 shares; 2024Q4: 25,872 shares; 2025Q1: 27,944 shares; 2025Q2: 27,448 shares; 2025Q3: 29,471 shares; 2025Q4: 43,597 shares 43,597 $11.5M 0.25% +14,126 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,728 shares 240,728 $11.3M 0.25% new 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: 36,960 shares; 2024Q4: 39,619 shares; 2025Q1: 40,415 shares; 2025Q2: 41,702 shares; 2025Q3: 42,564 shares; 2025Q4: 56,326 shares 56,326 $11M 0.24% +13,762 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: 94,490 shares; 2024Q4: 83,015 shares; 2025Q1: 84,857 shares; 2025Q2: 94,230 shares; 2025Q3: 97,655 shares; 2025Q4: 137,880 shares 137,880 $10.6M 0.23% +40,225 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 306,097 shares 306,097 $10.6M 0.23% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 306,112 shares 306,112 $10.5M 0.23% new 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: 61,507 shares; 2024Q4: 62,626 shares; 2025Q1: 77,031 shares; 2025Q2: 78,820 shares; 2025Q3: 80,216 shares; 2025Q4: 108,733 shares 108,733 $10.1M 0.22% +28,517 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: 330,063 shares; 2024Q4: 331,235 shares; 2025Q1: 320,995 shares; 2025Q2: 327,371 shares; 2025Q3: 337,433 shares; 2025Q4: 402,636 shares 402,636 $10M 0.22% +65,203 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,410 shares 39,410 $9.97M 0.22% new Timeline NTHI NEONC TECHNOLOGIES HLDGS INC More: the full row for NEONC TECHNOLOGIES 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: 21,672 shares; 2025Q2: 181,069 shares; 2025Q3: 950,232 shares; 2025Q4: 1,144,640 shares 1,144,640 $9.47M 0.21% +194,408 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: 18,368 shares; 2024Q4: 19,273 shares; 2025Q1: 18,927 shares; 2025Q2: 19,339 shares; 2025Q3: 22,222 shares; 2025Q4: 31,052 shares 31,052 $9.44M 0.21% +8,830 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,766 shares 204,766 $9.43M 0.21% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,125 shares 121,125 $9.41M 0.21% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 28,580 shares; 2025Q1: 27,373 shares; 2025Q2: 27,128 shares; 2025Q3: 59,644 shares; 2025Q4: 94,700 shares 94,700 $9.39M 0.21% +35,056 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: 22,736 shares; 2024Q4: 24,863 shares; 2025Q1: 28,252 shares; 2025Q2: 29,121 shares; 2025Q3: 28,502 shares; 2025Q4: 47,982 shares 47,982 $9.36M 0.21% +19,480 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 8,864 shares; 2025Q1: 9,093 shares; 2025Q2: 23,570 shares; 2025Q3: 26,324 shares; 2025Q4: 38,431 shares 38,431 $9.31M 0.2% +12,107 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: 71,044 shares; 2024Q4: 62,443 shares; 2025Q1: 65,104 shares; 2025Q2: 73,334 shares; 2025Q3: 66,875 shares; 2025Q4: 85,777 shares 85,777 $9.03M 0.2% +18,902 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: 9,497 shares; 2024Q4: 20,367 shares; 2025Q1: 24,422 shares; 2025Q2: 24,362 shares; 2025Q3: 27,506 shares; 2025Q4: 48,941 shares 48,941 $9.01M 0.2% +21,435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,055 shares 47,055 $9.01M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,643 shares 69,643 $8.37M 0.18% 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: 32,342 shares; 2024Q4: 37,904 shares; 2025Q1: 38,722 shares; 2025Q2: 37,848 shares; 2025Q3: 36,100 shares; 2025Q4: 48,888 shares 48,888 $8.36M 0.18% +12,788 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,907 shares; 2024Q4: 15,098 shares; 2025Q1: 15,159 shares; 2025Q2: 14,937 shares; 2025Q3: 14,843 shares; 2025Q4: 25,481 shares 25,481 $8.26M 0.18% +10,638 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,231 shares 118,231 $8.21M 0.18% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,748 shares 12,748 $7.99M 0.18% new 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: 48,150 shares; 2024Q4: 48,422 shares; 2025Q1: 41,068 shares; 2025Q2: 41,060 shares; 2025Q3: 38,732 shares; 2025Q4: 44,862 shares 44,862 $7.96M 0.18% +6,130 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: 75,640 shares; 2024Q4: 78,058 shares; 2025Q1: 79,473 shares; 2025Q2: 83,840 shares; 2025Q3: 89,423 shares; 2025Q4: 112,069 shares 112,069 $7.83M 0.17% +22,646 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,648 shares 40,648 $7.76M 0.17% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,169 shares 150,169 $7.68M 0.17% new 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: 24,882 shares; 2024Q4: 49,851 shares; 2025Q1: 54,335 shares; 2025Q2: 57,131 shares; 2025Q3: 60,759 shares; 2025Q4: 91,945 shares 91,945 $7.51M 0.17% +31,186 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: 5,783 shares; 2024Q4: 5,895 shares; 2025Q1: 6,518 shares; 2025Q2: 6,397 shares; 2025Q3: 6,587 shares; 2025Q4: 8,520 shares 8,520 $7.49M 0.16% +1,933 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: 32,114 shares; 2024Q4: 33,437 shares; 2025Q1: 33,001 shares; 2025Q2: 32,735 shares; 2025Q3: 32,814 shares; 2025Q4: 35,734 shares 35,734 $7.44M 0.16% +2,920 Timeline SPHY 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: 312,903 shares 312,903 $7.41M 0.16% new 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: 75,641 shares; 2024Q4: 76,517 shares; 2025Q1: 66,367 shares; 2025Q2: 45,691 shares; 2025Q3: 26,000 shares; 2025Q4: 26,993 shares 26,993 $7.37M 0.16% +993 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: 152,212 shares; 2024Q4: 146,520 shares; 2025Q1: 143,852 shares; 2025Q2: 145,148 shares; 2025Q3: 150,122 shares; 2025Q4: 177,228 shares 177,228 $7.22M 0.16% +27,106 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: 53,297 shares; 2024Q4: 49,565 shares; 2025Q1: 47,917 shares; 2025Q2: 44,047 shares; 2025Q3: 43,947 shares; 2025Q4: 49,491 shares 49,491 $7.1M 0.16% +5,544 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,742 shares 236,742 $6.93M 0.15% 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: 19,480 shares; 2024Q4: 19,599 shares; 2025Q1: 19,657 shares; 2025Q2: 21,183 shares; 2025Q3: 22,761 shares; 2025Q4: 31,225 shares 31,225 $6.78M 0.15% +8,464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,175 shares 27,175 $6.69M 0.15% new Timeline SMMU 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: not reported; 2025Q4: 131,369 shares 131,369 $6.62M 0.15% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,264 shares 100,264 $6.62M 0.15% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 11,949 shares; 2025Q1: 14,345 shares; 2025Q2: 12,342 shares; 2025Q3: 12,216 shares; 2025Q4: 11,254 shares 11,254 $6.52M 0.14% -962 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,516 shares 152,516 $6.51M 0.14% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,266 shares; 2024Q4: 38,583 shares; 2025Q1: 27,556 shares; 2025Q2: 27,011 shares; 2025Q3: 31,520 shares; 2025Q4: 43,915 shares 43,915 $6.44M 0.14% +12,395 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,260 shares; 2024Q4: 17,058 shares; 2025Q1: 16,833 shares; 2025Q2: 16,524 shares; 2025Q3: 17,275 shares; 2025Q4: 26,204 shares 26,204 $6.32M 0.14% +8,929 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,404 shares 116,404 $6.29M 0.14% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2025Q4: 365,967 shares 365,967 $6.19M 0.14% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,615 shares; 2024Q4: 41,878 shares; 2025Q1: 41,904 shares; 2025Q2: 70,815 shares; 2025Q3: 42,434 shares; 2025Q4: 77,231 shares 77,231 $6.13M 0.13% +34,797 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 8 shares 8 $6.04M 0.13% +2 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,226 shares 98,226 $5.97M 0.13% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 5,160 shares; 2025Q1: 8,278 shares; 2025Q2: 7,153 shares; 2025Q3: 15,205 shares; 2025Q4: 10,469 shares 10,469 $5.93M 0.13% -4,736 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: 28,260 shares; 2024Q4: 28,554 shares; 2025Q1: 30,061 shares; 2025Q2: 31,181 shares; 2025Q3: 31,289 shares; 2025Q4: 34,022 shares 34,022 $5.9M 0.13% +2,733 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: 7,002 shares; 2024Q4: 5,722 shares; 2025Q1: 5,817 shares; 2025Q2: 5,677 shares; 2025Q3: 5,748 shares; 2025Q4: 6,703 shares 6,703 $5.89M 0.13% +955 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2025Q4: 283,924 shares 283,924 $5.85M 0.13% new 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: 5,045 shares; 2024Q4: 5,691 shares; 2025Q1: 37,607 shares; 2025Q2: 48,934 shares; 2025Q3: 48,898 shares; 2025Q4: 45,755 shares 45,755 $5.85M 0.13% -3,143 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 14,617 shares; 2025Q1: 17,799 shares; 2025Q2: 18,258 shares; 2025Q3: 17,429 shares; 2025Q4: 23,586 shares 23,586 $5.81M 0.13% +6,157 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: 3,126 shares; 2024Q4: 3,629 shares; 2025Q1: not reported; 2025Q2: 7,075 shares; 2025Q3: 7,420 shares; 2025Q4: 33,696 shares 33,696 $5.8M 0.13% +26,276 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,415 shares; 2024Q4: 15,205 shares; 2025Q1: 14,835 shares; 2025Q2: 14,888 shares; 2025Q3: 16,618 shares; 2025Q4: 24,759 shares 24,759 $5.67M 0.12% +8,141 Timeline FTSM 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: not reported; 2025Q4: 94,360 shares 94,360 $5.66M 0.12% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,825 shares; 2025Q1: 8,298 shares; 2025Q2: 8,602 shares; 2025Q3: 8,430 shares; 2025Q4: 12,146 shares 12,146 $5.65M 0.12% +3,716 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,527 shares 11,527 $5.62M 0.12% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,283 shares 126,283 $5.62M 0.12% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,879 shares 46,879 $5.59M 0.12% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,786 shares; 2024Q4: 73,255 shares; 2025Q1: 71,043 shares; 2025Q2: 71,684 shares; 2025Q3: 70,805 shares; 2025Q4: 96,864 shares 96,864 $5.59M 0.12% +26,059 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: 213,160 shares; 2024Q4: 202,341 shares; 2025Q1: 229,367 shares; 2025Q2: 236,605 shares; 2025Q3: 169,565 shares; 2025Q4: 222,801 shares 222,801 $5.55M 0.12% +53,236 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: 37,107 shares; 2024Q4: 36,238 shares; 2025Q1: 36,510 shares; 2025Q2: 37,689 shares; 2025Q3: 39,017 shares; 2025Q4: 48,814 shares 48,814 $5.52M 0.12% +9,797 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,708 shares; 2024Q4: 29,496 shares; 2025Q1: 30,356 shares; 2025Q2: 26,137 shares; 2025Q3: 26,567 shares; 2025Q4: 26,924 shares 26,924 $5.52M 0.12% +357 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: 20,660 shares; 2024Q4: 19,330 shares; 2025Q1: 18,944 shares; 2025Q2: 18,169 shares; 2025Q3: 18,649 shares; 2025Q4: 23,813 shares 23,813 $5.51M 0.12% +5,164 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,881 shares; 2024Q4: 26,567 shares; 2025Q1: 25,852 shares; 2025Q2: 25,443 shares; 2025Q3: 22,925 shares; 2025Q4: 33,857 shares 33,857 $5.45M 0.12% +10,932 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,763 shares; 2024Q4: 67,730 shares; 2025Q1: 65,341 shares; 2025Q2: 68,150 shares; 2025Q3: 57,755 shares; 2025Q4: 183,853 shares 183,853 $5.3M 0.12% +126,098 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: 39,493 shares; 2024Q4: 38,320 shares; 2025Q1: 39,275 shares; 2025Q2: 34,649 shares; 2025Q3: 34,192 shares; 2025Q4: 33,176 shares 33,176 $5.28M 0.12% -1,016 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,233 shares 208,233 $5.18M 0.11% new 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: 5,099 shares; 2024Q4: 4,823 shares; 2025Q1: 4,993 shares; 2025Q2: 5,090 shares; 2025Q3: 5,332 shares; 2025Q4: 7,872 shares 7,872 $5.14M 0.11% +2,540 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,601 shares 80,601 $5.09M 0.11% new 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: 66,396 shares; 2024Q4: 62,245 shares; 2025Q1: 57,439 shares; 2025Q2: 58,841 shares; 2025Q3: 59,272 shares; 2025Q4: 63,239 shares 63,239 $5.08M 0.11% +3,967 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,983 shares 99,983 $5.06M 0.11% new Timeline SPMD 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: 87,195 shares 87,195 $5.05M 0.11% new Timeline FIW 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: not reported; 2025Q4: 46,297 shares 46,297 $5.03M 0.11% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,377 shares 35,377 $5.01M 0.11% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,904 shares 82,904 $4.99M 0.11% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,727 shares; 2024Q4: 40,330 shares; 2025Q1: 45,378 shares; 2025Q2: 45,534 shares; 2025Q3: 48,711 shares; 2025Q4: 59,026 shares 59,026 $4.97M 0.11% +10,315 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,973 shares; 2025Q1: 1,810 shares; 2025Q2: 1,721 shares; 2025Q3: 17,142 shares; 2025Q4: 23,852 shares 23,852 $4.96M 0.11% +6,710 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 6,733 shares; 2025Q1: 21,191 shares; 2025Q2: 22,379 shares; 2025Q3: 22,048 shares; 2025Q4: 19,119 shares 19,119 $4.95M 0.11% -2,929 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,082 shares; 2025Q2: 14,125 shares; 2025Q3: 14,183 shares; 2025Q4: 13,991 shares 13,991 $4.95M 0.11% -192 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 9,100 shares; 2025Q1: 9,145 shares; 2025Q2: 9,194 shares; 2025Q3: 8,370 shares; 2025Q4: 8,654 shares 8,654 $4.93M 0.11% +284 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,745 shares; 2025Q1: 4,116 shares; 2025Q2: 4,159 shares; 2025Q3: 4,255 shares; 2025Q4: 5,983 shares 5,983 $4.91M 0.11% +1,728 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: not reported; 2025Q3: not reported; 2025Q4: 6,466 shares 6,466 $4.87M 0.11% new 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: 19,886 shares; 2024Q4: 19,872 shares; 2025Q1: 19,854 shares; 2025Q2: 25,741 shares; 2025Q3: 25,849 shares; 2025Q4: 31,696 shares 31,696 $4.86M 0.11% +5,847 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,039 shares; 2024Q4: 25,451 shares; 2025Q1: 26,424 shares; 2025Q2: 26,388 shares; 2025Q3: 27,348 shares; 2025Q4: 31,622 shares 31,622 $4.86M 0.11% +4,274 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,142 shares; 2024Q4: 20,944 shares; 2025Q1: 21,483 shares; 2025Q2: 21,997 shares; 2025Q3: 22,114 shares; 2025Q4: 28,262 shares 28,262 $4.84M 0.11% +6,148 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,005 shares 22,005 $4.84M 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,199 shares 10,199 $4.83M 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,618 shares 49,618 $4.77M 0.1% new Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: not reported; 2025Q3: not reported; 2025Q4: 76,929 shares 76,929 $4.77M 0.1% new Timeline RDVI 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: not reported; 2025Q4: 179,891 shares 179,891 $4.72M 0.1% new Timeline FDN 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: not reported; 2025Q4: 17,473 shares 17,473 $4.7M 0.1% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,611 shares; 2024Q4: 12,290 shares; 2025Q1: 11,597 shares; 2025Q2: 11,859 shares; 2025Q3: 11,931 shares; 2025Q4: 14,293 shares 14,293 $4.68M 0.1% +2,362 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: 36,615 shares; 2024Q4: 34,391 shares; 2025Q1: 33,001 shares; 2025Q2: 32,564 shares; 2025Q3: 32,867 shares; 2025Q4: 46,080 shares 46,080 $4.6M 0.1% +13,213 Timeline AOR 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: 70,751 shares 70,751 $4.6M 0.1% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 8,019 shares; 2025Q1: 8,281 shares; 2025Q2: 8,420 shares; 2025Q3: 8,676 shares; 2025Q4: 11,919 shares 11,919 $4.57M 0.1% +3,243 Timeline SPBO 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: 155,532 shares 155,532 $4.56M 0.1% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 4,511 shares; 2025Q1: 4,411 shares; 2025Q2: 4,408 shares; 2025Q3: 4,640 shares; 2025Q4: 4,228 shares 4,228 $4.52M 0.1% -412 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 9,096 shares; 2025Q1: 11,178 shares; 2025Q2: 11,403 shares; 2025Q3: 10,864 shares; 2025Q4: 14,039 shares 14,039 $4.47M 0.1% +3,175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,914 shares 63,914 $4.44M 0.1% new 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: 26,183 shares; 2024Q4: 26,228 shares; 2025Q1: 26,343 shares; 2025Q2: 25,910 shares; 2025Q3: 27,968 shares; 2025Q4: 42,065 shares 42,065 $4.44M 0.1% +14,097 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: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,569 shares; 2025Q3: 12,027 shares; 2025Q4: 19,426 shares 19,426 $4.43M 0.1% +7,399 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,422 shares 111,422 $4.41M 0.1% 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: 73,792 shares 73,792 $4.37M 0.1% new 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: 21,406 shares; 2024Q4: 28,568 shares; 2025Q1: 22,098 shares; 2025Q2: 21,919 shares; 2025Q3: 22,977 shares; 2025Q4: 26,907 shares 26,907 $4.36M 0.1% +3,930 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: 52,854 shares 52,854 $4.32M 0.09% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,444 shares; 2024Q4: 86,977 shares; 2025Q1: 86,100 shares; 2025Q2: 86,334 shares; 2025Q3: 86,420 shares; 2025Q4: 91,936 shares 91,936 $4.3M 0.09% +5,516 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,520 shares; 2024Q4: 37,140 shares; 2025Q1: 32,593 shares; 2025Q2: 50,102 shares; 2025Q3: 33,432 shares; 2025Q4: 52,327 shares 52,327 $4.29M 0.09% +18,895 Timeline TLH 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: 42,077 shares 42,077 $4.28M 0.09% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,967 shares 94,967 $4.25M 0.09% new 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: 4,148 shares; 2024Q4: 4,164 shares; 2025Q1: 4,365 shares; 2025Q2: 5,022 shares; 2025Q3: 4,818 shares; 2025Q4: 27,566 shares 27,566 $4.22M 0.09% +22,748 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: 57,700 shares; 2024Q4: 47,299 shares; 2025Q1: 48,365 shares; 2025Q2: 49,710 shares; 2025Q3: 48,929 shares; 2025Q4: 53,151 shares 53,151 $4.22M 0.09% +4,222 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: 25,870 shares; 2024Q4: 25,065 shares; 2025Q1: 25,789 shares; 2025Q2: 26,694 shares; 2025Q3: 26,103 shares; 2025Q4: 26,205 shares 26,205 $4.2M 0.09% +102 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: 13,183 shares; 2024Q4: 13,283 shares; 2025Q1: 13,155 shares; 2025Q2: 13,931 shares; 2025Q3: 14,340 shares; 2025Q4: 16,278 shares 16,278 $4.18M 0.09% +1,938 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,323 shares 17,323 $4.18M 0.09% new 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: 5,773 shares; 2024Q4: 5,992 shares; 2025Q1: 7,226 shares; 2025Q2: 38,959 shares; 2025Q3: 38,538 shares; 2025Q4: 41,758 shares 41,758 $4.17M 0.09% +3,220 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,810 shares; 2024Q4: 80,612 shares; 2025Q1: 80,216 shares; 2025Q2: 80,527 shares; 2025Q3: 82,665 shares; 2025Q4: 94,855 shares 94,855 $4.13M 0.09% +12,190 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,193 shares 29,193 $4.12M 0.09% new Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,254 shares 79,254 $4.06M 0.09% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,833 shares; 2024Q4: 99,071 shares; 2025Q1: 73,768 shares; 2025Q2: 71,968 shares; 2025Q3: 79,344 shares; 2025Q4: 116,669 shares 116,669 $4.05M 0.09% +37,325 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,705 shares; 2024Q4: 14,308 shares; 2025Q1: 14,615 shares; 2025Q2: 14,588 shares; 2025Q3: 13,650 shares; 2025Q4: 14,882 shares 14,882 $4.04M 0.09% +1,232 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,232 shares; 2025Q1: 2,437 shares; 2025Q2: 2,542 shares; 2025Q3: 2,600 shares; 2025Q4: 3,741 shares 3,741 $4M 0.09% +1,141 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: 40,580 shares; 2024Q4: 44,185 shares; 2025Q1: 49,273 shares; 2025Q2: 49,980 shares; 2025Q3: 55,843 shares; 2025Q4: 99,368 shares 99,368 $3.99M 0.09% +43,525 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: 16,433 shares; 2024Q4: 17,520 shares; 2025Q1: 20,715 shares; 2025Q2: 21,487 shares; 2025Q3: 22,724 shares; 2025Q4: 29,428 shares 29,428 $3.98M 0.09% +6,704 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: 19,650 shares; 2024Q4: 18,962 shares; 2025Q1: 19,067 shares; 2025Q2: 19,530 shares; 2025Q3: 20,534 shares; 2025Q4: 32,072 shares 32,072 $3.94M 0.09% +11,538 Timeline CSM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,076 shares 49,076 $3.91M 0.09% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,899 shares; 2024Q4: 26,278 shares; 2025Q1: 27,238 shares; 2025Q2: 28,186 shares; 2025Q3: 27,834 shares; 2025Q4: 32,575 shares 32,575 $3.82M 0.08% +4,741 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: 13,500 shares; 2024Q4: 14,010 shares; 2025Q1: 14,378 shares; 2025Q2: 14,413 shares; 2025Q3: 13,717 shares; 2025Q4: 14,745 shares 14,745 $3.79M 0.08% +1,028 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: 11,249 shares; 2024Q4: 10,985 shares; 2025Q1: 10,836 shares; 2025Q2: 10,762 shares; 2025Q3: 9,963 shares; 2025Q4: 10,833 shares 10,833 $3.79M 0.08% +870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,120 shares 9,120 $3.76M 0.08% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,001 shares; 2024Q4: 25,984 shares; 2025Q1: 26,719 shares; 2025Q2: 27,229 shares; 2025Q3: 30,486 shares; 2025Q4: 38,517 shares 38,517 $3.7M 0.08% +8,031 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: 7,933 shares; 2024Q4: 7,466 shares; 2025Q1: 7,535 shares; 2025Q2: 7,332 shares; 2025Q3: 6,881 shares; 2025Q4: 7,561 shares 7,561 $3.66M 0.08% +680 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,877 shares; 2024Q4: 37,338 shares; 2025Q1: 37,279 shares; 2025Q2: 37,102 shares; 2025Q3: 38,086 shares; 2025Q4: 41,863 shares 41,863 $3.65M 0.08% +3,777 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,234 shares 18,234 $3.62M 0.08% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,258 shares; 2025Q1: 6,820 shares; 2025Q2: 7,754 shares; 2025Q3: 7,890 shares; 2025Q4: 12,028 shares 12,028 $3.53M 0.08% +4,138 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,636 shares; 2024Q4: 20,935 shares; 2025Q1: 21,156 shares; 2025Q2: 21,275 shares; 2025Q3: 22,044 shares; 2025Q4: 30,376 shares 30,376 $3.5M 0.08% +8,332 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,120 shares 69,120 $3.49M 0.08% new 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: 56,767 shares; 2024Q4: 60,927 shares; 2025Q1: 58,166 shares; 2025Q2: 53,474 shares; 2025Q3: 50,874 shares; 2025Q4: 64,057 shares 64,057 $3.46M 0.08% +13,183 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: 137,254 shares; 2024Q4: 128,424 shares; 2025Q1: 127,922 shares; 2025Q2: 127,762 shares; 2025Q3: 114,308 shares; 2025Q4: 115,195 shares 115,195 $3.44M 0.08% +887 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: 23,088 shares; 2024Q4: 22,620 shares; 2025Q1: 21,384 shares; 2025Q2: 22,072 shares; 2025Q3: 23,466 shares; 2025Q4: 29,213 shares 29,213 $3.41M 0.07% +5,747 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,818 shares; 2024Q4: 8,817 shares; 2025Q1: 8,857 shares; 2025Q2: 8,679 shares; 2025Q3: 8,726 shares; 2025Q4: 10,918 shares 10,918 $3.41M 0.07% +2,192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,379 shares 24,379 $3.39M 0.07% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,053 shares 87,053 $3.33M 0.07% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,848 shares; 2024Q4: 48,315 shares; 2025Q1: 41,076 shares; 2025Q2: 43,749 shares; 2025Q3: 41,702 shares; 2025Q4: 65,173 shares 65,173 $3.31M 0.07% +23,471 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,822 shares; 2025Q1: 2,620 shares; 2025Q2: 3,336 shares; 2025Q3: 3,471 shares; 2025Q4: 4,910 shares 4,910 $3.31M 0.07% +1,439 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: 2,627 shares; 2024Q4: 5,755 shares; 2025Q1: 10,899 shares; 2025Q2: 10,921 shares; 2025Q3: 10,925 shares; 2025Q4: 10,640 shares 10,640 $3.3M 0.07% -285 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,017 shares; 2024Q4: 48,070 shares; 2025Q1: 44,740 shares; 2025Q2: 39,978 shares; 2025Q3: 45,188 shares; 2025Q4: 50,238 shares 50,238 $3.23M 0.07% +5,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,628 shares 39,628 $3.22M 0.07% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 8,297 shares; 2025Q1: 7,790 shares; 2025Q2: 7,835 shares; 2025Q3: 7,863 shares; 2025Q4: 11,104 shares 11,104 $3.21M 0.07% +3,241 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: 5,999 shares; 2024Q4: 5,874 shares; 2025Q1: 5,648 shares; 2025Q2: 5,936 shares; 2025Q3: 6,135 shares; 2025Q4: 7,503 shares 7,503 $3.2M 0.07% +1,368 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: not reported; 2025Q3: not reported; 2025Q4: 41,312 shares 41,312 $3.2M 0.07% 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: 3,859 shares; 2024Q4: 3,897 shares; 2025Q1: 3,923 shares; 2025Q2: 3,940 shares; 2025Q3: 3,999 shares; 2025Q4: 5,616 shares 5,616 $3.19M 0.07% +1,617 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,611 shares 68,611 $3.16M 0.07% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,687 shares 30,687 $3.15M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,233 shares 30,233 $3.15M 0.07% new Timeline TOTL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,023 shares 78,023 $3.14M 0.07% new Timeline FTCS 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: not reported; 2025Q4: 33,941 shares 33,941 $3.14M 0.07% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,368 shares; 2024Q4: 22,180 shares; 2025Q1: 24,111 shares; 2025Q2: 26,827 shares; 2025Q3: 29,029 shares; 2025Q4: 33,842 shares 33,842 $3.11M 0.07% +4,813 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,316 shares; 2024Q4: 92,739 shares; 2025Q1: 74,023 shares; 2025Q2: 78,240 shares; 2025Q3: 71,040 shares; 2025Q4: 65,958 shares 65,958 $3.1M 0.07% -5,082 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,021 shares 12,021 $3.1M 0.07% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 5,052 shares; 2025Q1: 5,168 shares; 2025Q2: 5,389 shares; 2025Q3: 4,596 shares; 2025Q4: 5,914 shares 5,914 $3.09M 0.07% +1,318 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: 18,746 shares; 2024Q4: 20,429 shares; 2025Q1: 20,554 shares; 2025Q2: 50,948 shares; 2025Q3: 53,443 shares; 2025Q4: 32,235 shares 32,235 $3.07M 0.07% -21,208 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: 28,709 shares; 2024Q4: 32,425 shares; 2025Q1: 29,652 shares; 2025Q2: 28,854 shares; 2025Q3: 28,712 shares; 2025Q4: 32,477 shares 32,477 $3.04M 0.07% +3,765 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,980 shares 11,980 $3M 0.07% new Timeline MGV 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: not reported; 2025Q3: not reported; 2025Q4: 20,967 shares 20,967 $2.96M 0.07% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,245 shares; 2024Q4: 66,777 shares; 2025Q1: 68,453 shares; 2025Q2: 69,924 shares; 2025Q3: 74,792 shares; 2025Q4: 106,086 shares 106,086 $2.92M 0.06% +31,294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,519 shares 53,519 $2.88M 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,250 shares; 2024Q4: 54,213 shares; 2025Q1: 58,862 shares; 2025Q2: 53,685 shares; 2025Q3: 54,223 shares; 2025Q4: 77,456 shares 77,456 $2.86M 0.06% +23,233 Timeline IAGG 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: 57,003 shares 57,003 $2.85M 0.06% new Timeline IUSG 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: 16,718 shares 16,718 $2.81M 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,406 shares; 2024Q4: 15,266 shares; 2025Q1: 15,587 shares; 2025Q2: 15,687 shares; 2025Q3: 15,962 shares; 2025Q4: 17,153 shares 17,153 $2.79M 0.06% +1,191 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: 8,640 shares; 2024Q4: 9,366 shares; 2025Q1: 9,866 shares; 2025Q2: 9,380 shares; 2025Q3: 8,854 shares; 2025Q4: 12,220 shares 12,220 $2.78M 0.06% +3,366 Timeline PKB 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: 30,050 shares 30,050 $2.78M 0.06% new 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: 6,190 shares; 2024Q4: 5,636 shares; 2025Q1: 5,720 shares; 2025Q2: 5,743 shares; 2025Q3: 6,158 shares; 2025Q4: 6,575 shares 6,575 $2.78M 0.06% +417 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: 3,485 shares; 2024Q4: 3,605 shares; 2025Q1: 4,011 shares; 2025Q2: 4,037 shares; 2025Q3: 4,504 shares; 2025Q4: 6,089 shares 6,089 $2.76M 0.06% +1,585 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 30,817 shares; 2025Q3: 32,602 shares; 2025Q4: 63,145 shares 63,145 $2.75M 0.06% +30,543 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,253 shares; 2025Q1: 3,421 shares; 2025Q2: 3,506 shares; 2025Q3: 3,653 shares; 2025Q4: 4,114 shares 4,114 $2.72M 0.06% +461 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,551 shares 53,551 $2.69M 0.06% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 499 shares; 2025Q1: 476 shares; 2025Q2: 483 shares; 2025Q3: 470 shares; 2025Q4: 503 shares 503 $2.69M 0.06% +33 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: 827 shares; 2024Q4: 1,180 shares; 2025Q1: 1,976 shares; 2025Q2: 2,111 shares; 2025Q3: 2,092 shares; 2025Q4: 3,322 shares 3,322 $2.69M 0.06% +1,230 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: 3,597 shares; 2024Q4: 3,755 shares; 2025Q1: 4,000 shares; 2025Q2: 4,149 shares; 2025Q3: 4,222 shares; 2025Q4: 5,246 shares 5,246 $2.68M 0.06% +1,024 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: 16,065 shares; 2024Q4: 16,922 shares; 2025Q1: 16,991 shares; 2025Q2: 16,487 shares; 2025Q3: 14,947 shares; 2025Q4: 17,265 shares 17,265 $2.66M 0.06% +2,318 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,904 shares 56,904 $2.65M 0.06% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 19,252 shares; 2025Q1: 21,617 shares; 2025Q2: 47,536 shares; 2025Q3: 47,673 shares; 2025Q4: 65,170 shares 65,170 $2.62M 0.06% +17,497 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,882 shares; 2025Q1: 4,001 shares; 2025Q2: 3,942 shares; 2025Q3: 4,214 shares; 2025Q4: 5,084 shares 5,084 $2.6M 0.06% +870 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 18,735 shares; 2025Q1: 18,944 shares; 2025Q2: 15,742 shares; 2025Q3: 15,368 shares; 2025Q4: 19,521 shares 19,521 $2.59M 0.06% +4,153 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,463 shares 97,463 $2.58M 0.06% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: not reported; 2025Q1: 44,261 shares; 2025Q2: 62,461 shares; 2025Q3: 72,151 shares; 2025Q4: 158,998 shares 158,998 $2.56M 0.06% +86,847 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,220 shares 99,220 $2.55M 0.06% new 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: not reported; 2025Q4: 16,617 shares 16,617 $2.54M 0.06% 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: 11,995 shares; 2024Q4: 12,223 shares; 2025Q1: 9,476 shares; 2025Q2: 11,904 shares; 2025Q3: 12,372 shares; 2025Q4: 13,699 shares 13,699 $2.54M 0.06% +1,327 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 70,158 shares 70,158 $2.51M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,911 shares 27,911 $2.5M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,822 shares 51,822 $2.49M 0.05% new 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: 6,263 shares; 2024Q4: 5,872 shares; 2025Q1: 5,787 shares; 2025Q2: 5,878 shares; 2025Q3: 6,045 shares; 2025Q4: 7,398 shares 7,398 $2.49M 0.05% +1,353 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: 8,082 shares; 2024Q4: 8,355 shares; 2025Q1: 7,673 shares; 2025Q2: 7,506 shares; 2025Q3: 7,219 shares; 2025Q4: 8,560 shares 8,560 $2.47M 0.05% +1,341 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,460 shares; 2024Q4: 38,525 shares; 2025Q1: 39,536 shares; 2025Q2: 39,786 shares; 2025Q3: 40,509 shares; 2025Q4: 46,055 shares 46,055 $2.46M 0.05% +5,546 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,655 shares; 2024Q4: 20,194 shares; 2025Q1: 19,970 shares; 2025Q2: 20,338 shares; 2025Q3: 21,703 shares; 2025Q4: 28,038 shares 28,038 $2.45M 0.05% +6,335 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: 49,219 shares; 2024Q4: 48,195 shares; 2025Q1: 47,900 shares; 2025Q2: 47,746 shares; 2025Q3: 47,026 shares; 2025Q4: 45,492 shares 45,492 $2.45M 0.05% -1,534 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,550 shares 32,550 $2.44M 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 4,356 shares; 2025Q1: 4,638 shares; 2025Q2: 5,353 shares; 2025Q3: 5,408 shares; 2025Q4: 6,908 shares 6,908 $2.43M 0.05% +1,500 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: 9,087 shares; 2024Q4: 17,571 shares; 2025Q1: 17,528 shares; 2025Q2: 16,656 shares; 2025Q3: 19,190 shares; 2025Q4: 26,180 shares 26,180 $2.42M 0.05% +6,990 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,188 shares 25,188 $2.42M 0.05% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,693 shares; 2024Q4: 74,961 shares; 2025Q1: 74,166 shares; 2025Q2: 74,144 shares; 2025Q3: 79,662 shares; 2025Q4: 91,564 shares 91,564 $2.4M 0.05% +11,902 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,234 shares; 2024Q4: 31,508 shares; 2025Q1: 32,541 shares; 2025Q2: 31,803 shares; 2025Q3: 32,139 shares; 2025Q4: 39,491 shares 39,491 $2.37M 0.05% +7,352 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,240 shares 46,240 $2.36M 0.05% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 14,547 shares; 2025Q1: 14,728 shares; 2025Q2: 15,095 shares; 2025Q3: 15,197 shares; 2025Q4: 18,215 shares 18,215 $2.35M 0.05% +3,018 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 6,437 shares; 2025Q1: 9,602 shares; 2025Q2: 9,434 shares; 2025Q3: 9,692 shares; 2025Q4: 18,464 shares 18,464 $2.3M 0.05% +8,772 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,127 shares 6,127 $2.29M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,615 shares 49,615 $2.25M 0.05% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,496 shares; 2025Q1: 8,753 shares; 2025Q2: 9,229 shares; 2025Q3: 9,680 shares; 2025Q4: 10,828 shares 10,828 $2.2M 0.05% +1,148 Timeline MUNI 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: not reported; 2025Q4: 41,476 shares 41,476 $2.17M 0.05% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 76,809 shares 76,809 $2.17M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,229 shares 21,229 $2.13M 0.05% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,613 shares; 2025Q3: 10,613 shares; 2025Q4: 19,997 shares 19,997 $2.13M 0.05% +9,384 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: 73,103 shares; 2024Q4: 68,770 shares; 2025Q1: 65,649 shares; 2025Q2: 65,613 shares; 2025Q3: 42,300 shares; 2025Q4: 58,568 shares 58,568 $2.12M 0.05% +16,268 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,019 shares; 2025Q1: 3,016 shares; 2025Q2: 2,936 shares; 2025Q3: 5,202 shares; 2025Q4: 7,199 shares 7,199 $2.07M 0.05% +1,997 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: 11,117 shares; 2024Q4: 12,268 shares; 2025Q1: 11,721 shares; 2025Q2: 11,456 shares; 2025Q3: 7,780 shares; 2025Q4: 7,707 shares 7,707 $2.07M 0.05% -73 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,352 shares 75,352 $2.07M 0.05% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,251 shares; 2024Q4: 21,409 shares; 2025Q1: 21,088 shares; 2025Q2: 20,462 shares; 2025Q3: 20,788 shares; 2025Q4: 28,049 shares 28,049 $2.06M 0.05% +7,261 Timeline MINT 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: not reported; 2025Q4: 20,477 shares 20,477 $2.05M 0.05% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,790 shares 50,790 $2.05M 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,242 shares; 2024Q4: 24,550 shares; 2025Q1: 24,612 shares; 2025Q2: 24,373 shares; 2025Q3: 25,228 shares; 2025Q4: 27,884 shares 27,884 $2.05M 0.05% +2,656 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: 14,337 shares; 2024Q4: 14,949 shares; 2025Q1: 13,280 shares; 2025Q2: 15,114 shares; 2025Q3: 14,269 shares; 2025Q4: 16,034 shares 16,034 $2.05M 0.04% +1,765 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,711 shares; 2025Q3: 12,523 shares; 2025Q4: 15,307 shares 15,307 $2.01M 0.04% +2,784 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,537 shares 40,537 $2M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,866 shares 6,866 $1.99M 0.04% new 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: 30,874 shares 30,874 $1.99M 0.04% new Timeline SPGP 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: 17,462 shares 17,462 $1.99M 0.04% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,706 shares; 2025Q1: 4,391 shares; 2025Q2: 4,290 shares; 2025Q3: 4,215 shares; 2025Q4: 5,618 shares 5,618 $1.98M 0.04% +1,403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,702 shares 31,702 $1.98M 0.04% new 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: 20,770 shares 20,770 $1.96M 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,479 shares; 2024Q4: 10,629 shares; 2025Q1: 10,439 shares; 2025Q2: 10,105 shares; 2025Q3: 10,659 shares; 2025Q4: 10,523 shares 10,523 $1.95M 0.04% -136 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 3,192 shares; 2025Q1: 3,354 shares; 2025Q2: 3,632 shares; 2025Q3: 4,541 shares; 2025Q4: 5,502 shares 5,502 $1.93M 0.04% +961 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & 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: 372,633 shares 372,633 $1.92M 0.04% new 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: 4,661 shares; 2024Q4: 2,487 shares; 2025Q1: 6,559 shares; 2025Q2: 6,696 shares; 2025Q3: 7,128 shares; 2025Q4: 8,501 shares 8,501 $1.92M 0.04% +1,373 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 6,619 shares; 2025Q1: 7,019 shares; 2025Q2: 7,438 shares; 2025Q3: 7,713 shares; 2025Q4: 8,945 shares 8,945 $1.9M 0.04% +1,232 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: 2,093 shares; 2024Q4: 1,797 shares; 2025Q1: 1,624 shares; 2025Q2: 1,581 shares; 2025Q3: 1,359 shares; 2025Q4: 2,454 shares 2,454 $1.89M 0.04% +1,095 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 108 shares; 2025Q1: 113 shares; 2025Q2: 115 shares; 2025Q3: 123 shares; 2025Q4: 259 shares 259 $1.89M 0.04% +136 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,640 shares 55,640 $1.88M 0.04% new 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: 151,481 shares; 2024Q4: 147,013 shares; 2025Q1: 146,898 shares; 2025Q2: 154,789 shares; 2025Q3: 158,005 shares; 2025Q4: 142,660 shares 142,660 $1.87M 0.04% -15,345 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,527 shares; 2024Q4: 17,740 shares; 2025Q1: 15,676 shares; 2025Q2: 15,728 shares; 2025Q3: 16,423 shares; 2025Q4: 22,402 shares 22,402 $1.86M 0.04% +5,979 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 8,846 shares; 2025Q1: 8,060 shares; 2025Q2: 8,104 shares; 2025Q3: 7,736 shares; 2025Q4: 14,631 shares 14,631 $1.84M 0.04% +6,895 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,999 shares; 2025Q1: 8,982 shares; 2025Q2: 9,237 shares; 2025Q3: 9,318 shares; 2025Q4: 8,814 shares 8,814 $1.84M 0.04% -504 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,315 shares; 2025Q1: 6,540 shares; 2025Q2: 6,684 shares; 2025Q3: 6,510 shares; 2025Q4: 6,292 shares 6,292 $1.83M 0.04% -218 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: 7,238 shares; 2024Q4: 7,394 shares; 2025Q1: 7,605 shares; 2025Q2: 1,963 shares; 2025Q3: 7,131 shares; 2025Q4: 7,261 shares 7,261 $1.82M 0.04% +130 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 555 shares; 2025Q1: 915 shares; 2025Q2: 942 shares; 2025Q3: 900 shares; 2025Q4: 2,663 shares 2,663 $1.8M 0.04% +1,763 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,535 shares 12,535 $1.8M 0.04% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,957 shares; 2024Q4: 142,128 shares; 2025Q1: 135,614 shares; 2025Q2: 132,655 shares; 2025Q3: 132,823 shares; 2025Q4: 120,996 shares 120,996 $1.79M 0.04% -11,827 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: 8,028 shares; 2024Q4: 8,000 shares; 2025Q1: 7,964 shares; 2025Q2: 8,112 shares; 2025Q3: 8,296 shares; 2025Q4: 13,820 shares 13,820 $1.78M 0.04% +5,524 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 5,049 shares; 2025Q1: 5,186 shares; 2025Q2: 4,954 shares; 2025Q3: 5,034 shares; 2025Q4: 7,334 shares 7,334 $1.78M 0.04% +2,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,118 shares 35,118 $1.78M 0.04% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,433 shares; 2024Q4: 53,191 shares; 2025Q1: 53,037 shares; 2025Q2: 51,795 shares; 2025Q3: 51,744 shares; 2025Q4: 61,879 shares 61,879 $1.78M 0.04% +10,135 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,662 shares 13,662 $1.76M 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 27,126 shares; 2025Q1: 26,984 shares; 2025Q2: 27,922 shares; 2025Q3: 27,633 shares; 2025Q4: 33,254 shares 33,254 $1.76M 0.04% +5,621 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: 8,698 shares; 2024Q4: 8,852 shares; 2025Q1: 8,976 shares; 2025Q2: 8,459 shares; 2025Q3: 10,675 shares; 2025Q4: 14,503 shares 14,503 $1.74M 0.04% +3,828 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: 15,658 shares; 2024Q4: 16,330 shares; 2025Q1: 16,363 shares; 2025Q2: 16,507 shares; 2025Q3: 15,768 shares; 2025Q4: 21,908 shares 21,908 $1.73M 0.04% +6,140 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,558 shares; 2024Q4: 15,551 shares; 2025Q1: 14,666 shares; 2025Q2: 19,416 shares; 2025Q3: 13,233 shares; 2025Q4: 17,705 shares 17,705 $1.73M 0.04% +4,472 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 48,960 shares 48,960 $1.73M 0.04% new Timeline TDIV 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: not reported; 2025Q4: 17,720 shares 17,720 $1.72M 0.04% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,740 shares; 2024Q4: 16,008 shares; 2025Q1: 17,505 shares; 2025Q2: 18,828 shares; 2025Q3: 19,177 shares; 2025Q4: 21,655 shares 21,655 $1.71M 0.04% +2,478 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,299 shares; 2025Q1: 5,190 shares; 2025Q2: 4,843 shares; 2025Q3: 4,975 shares; 2025Q4: 4,989 shares 4,989 $1.69M 0.04% +14 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,486 shares 34,486 $1.68M 0.04% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 12,927 shares; 2025Q1: 13,186 shares; 2025Q2: 13,098 shares; 2025Q3: 13,065 shares; 2025Q4: 14,755 shares 14,755 $1.67M 0.04% +1,690 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,073 shares; 2024Q4: 16,781 shares; 2025Q1: 16,901 shares; 2025Q2: 18,214 shares; 2025Q3: 18,090 shares; 2025Q4: 5,742 shares 5,742 $1.6M 0.04% -12,348 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 5,570 shares; 2025Q1: 3,691 shares; 2025Q2: 3,382 shares; 2025Q3: 3,440 shares; 2025Q4: 4,110 shares 4,110 $1.6M 0.04% +670 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,136 shares 69,136 $1.59M 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,316 shares; 2025Q1: 8,302 shares; 2025Q2: 8,376 shares; 2025Q3: 8,424 shares; 2025Q4: 8,448 shares 8,448 $1.59M 0.03% +24 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,173 shares; 2024Q4: 19,203 shares; 2025Q1: 23,561 shares; 2025Q2: 26,675 shares; 2025Q3: 25,758 shares; 2025Q4: 28,005 shares 28,005 $1.59M 0.03% +2,247 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,690 shares 31,690 $1.58M 0.03% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,698 shares 63,698 $1.58M 0.03% new Timeline REGL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,719 shares 18,719 $1.58M 0.03% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,207 shares; 2025Q1: 1,271 shares; 2025Q2: 1,437 shares; 2025Q3: 1,995 shares; 2025Q4: 2,714 shares 2,714 $1.58M 0.03% +719 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,791 shares; 2024Q4: 27,673 shares; 2025Q1: 25,017 shares; 2025Q2: 24,172 shares; 2025Q3: 26,830 shares; 2025Q4: 31,953 shares 31,953 $1.57M 0.03% +5,123 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,004 shares; 2024Q4: 157,704 shares; 2025Q1: 157,704 shares; 2025Q2: 157,704 shares; 2025Q3: 157,704 shares; 2025Q4: 162,034 shares 162,034 $1.57M 0.03% +4,330 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,571 shares; 2024Q4: 31,202 shares; 2025Q1: 31,820 shares; 2025Q2: 32,366 shares; 2025Q3: 31,343 shares; 2025Q4: 42,067 shares 42,067 $1.56M 0.03% +10,724 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,968 shares; 2024Q4: 31,264 shares; 2025Q1: 33,420 shares; 2025Q2: 36,714 shares; 2025Q3: 37,708 shares; 2025Q4: 32,429 shares 32,429 $1.55M 0.03% -5,279 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,138 shares; 2024Q4: 20,916 shares; 2025Q1: 21,336 shares; 2025Q2: 21,085 shares; 2025Q3: 21,114 shares; 2025Q4: 20,954 shares 20,954 $1.55M 0.03% -160 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,855 shares; 2025Q1: 6,161 shares; 2025Q2: 6,347 shares; 2025Q3: 6,965 shares; 2025Q4: 8,891 shares 8,891 $1.54M 0.03% +1,926 Timeline CWB 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: 17,253 shares 17,253 $1.54M 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,508 shares; 2024Q4: 19,382 shares; 2025Q1: 16,383 shares; 2025Q2: 17,854 shares; 2025Q3: 17,064 shares; 2025Q4: 33,057 shares 33,057 $1.54M 0.03% +15,993 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,926 shares; 2024Q4: 15,655 shares; 2025Q1: 7,777 shares; 2025Q2: 9,285 shares; 2025Q3: 9,674 shares; 2025Q4: 10,153 shares 10,153 $1.54M 0.03% +479 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,507 shares; 2024Q4: 19,348 shares; 2025Q1: 19,439 shares; 2025Q2: 19,411 shares; 2025Q3: 19,914 shares; 2025Q4: 30,079 shares 30,079 $1.53M 0.03% +10,165 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,175 shares; 2024Q4: 16,322 shares; 2025Q1: 18,567 shares; 2025Q2: 19,723 shares; 2025Q3: 19,431 shares; 2025Q4: 24,000 shares 24,000 $1.53M 0.03% +4,569 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,364 shares; 2025Q1: 3,372 shares; 2025Q2: 3,267 shares; 2025Q3: 3,544 shares; 2025Q4: 3,255 shares 3,255 $1.53M 0.03% -289 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: 13,999 shares; 2024Q4: 15,057 shares; 2025Q1: 16,277 shares; 2025Q2: 17,790 shares; 2025Q3: 17,994 shares; 2025Q4: 22,695 shares 22,695 $1.52M 0.03% +4,701 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 14,062 shares; 2025Q1: 14,691 shares; 2025Q2: 14,701 shares; 2025Q3: 14,811 shares; 2025Q4: 15,271 shares 15,271 $1.52M 0.03% +460 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,468 shares; 2025Q1: 1,733 shares; 2025Q2: 1,903 shares; 2025Q3: 1,779 shares; 2025Q4: 2,727 shares 2,727 $1.51M 0.03% +948 Timeline RWL 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: 13,117 shares 13,117 $1.5M 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 5,428 shares; 2025Q1: 5,695 shares; 2025Q2: 6,621 shares; 2025Q3: 7,334 shares; 2025Q4: 6,594 shares 6,594 $1.5M 0.03% -740 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: 6,065 shares; 2024Q4: 6,114 shares; 2025Q1: 6,069 shares; 2025Q2: 5,992 shares; 2025Q3: 5,830 shares; 2025Q4: 5,444 shares 5,444 $1.5M 0.03% -386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,736 shares 32,736 $1.5M 0.03% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 11,085 shares; 2025Q1: 11,398 shares; 2025Q2: 31,159 shares; 2025Q3: 39,043 shares; 2025Q4: 56,785 shares 56,785 $1.49M 0.03% +17,742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,988 shares 10,988 $1.45M 0.03% new 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: 9,094 shares; 2024Q4: 8,671 shares; 2025Q1: 9,157 shares; 2025Q2: 9,280 shares; 2025Q3: 9,854 shares; 2025Q4: 10,503 shares 10,503 $1.45M 0.03% +649 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,332 shares; 2024Q4: 27,960 shares; 2025Q1: 26,969 shares; 2025Q2: 26,181 shares; 2025Q3: 37,179 shares; 2025Q4: 64,463 shares 64,463 $1.44M 0.03% +27,284 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: 9,529 shares; 2024Q4: 9,571 shares; 2025Q1: 8,803 shares; 2025Q2: 9,211 shares; 2025Q3: 8,947 shares; 2025Q4: 8,870 shares 8,870 $1.44M 0.03% -77 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 356 shares; 2025Q1: 357 shares; 2025Q2: 306 shares; 2025Q3: 271 shares; 2025Q4: 423 shares 423 $1.43M 0.03% +152 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: 2,663 shares; 2024Q4: 2,683 shares; 2025Q1: 2,838 shares; 2025Q2: 2,926 shares; 2025Q3: 2,914 shares; 2025Q4: 2,917 shares 2,917 $1.43M 0.03% +3 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares 3,943 $1.42M 0.03% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,550 shares 13,550 $1.4M 0.03% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,742 shares; 2024Q4: 9,509 shares; 2025Q1: 9,614 shares; 2025Q2: 10,264 shares; 2025Q3: 10,637 shares; 2025Q4: 17,174 shares 17,174 $1.39M 0.03% +6,537 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 27,526 shares 27,526 $1.39M 0.03% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,862 shares; 2024Q4: 275,545 shares; 2025Q1: 137,635 shares; 2025Q2: 100,718 shares; 2025Q3: 29,576 shares; 2025Q4: 29,709 shares 29,709 $1.38M 0.03% +133 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: 8,006 shares; 2024Q4: 7,671 shares; 2025Q1: 7,622 shares; 2025Q2: 7,888 shares; 2025Q3: 7,565 shares; 2025Q4: 7,635 shares 7,635 $1.38M 0.03% +70 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,886 shares; 2024Q4: 10,096 shares; 2025Q1: 10,222 shares; 2025Q2: 10,415 shares; 2025Q3: 10,391 shares; 2025Q4: 18,673 shares 18,673 $1.38M 0.03% +8,282 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,730 shares 13,730 $1.37M 0.03% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 7,613 shares; 2025Q1: 7,626 shares; 2025Q2: 7,624 shares; 2025Q3: 7,361 shares; 2025Q4: 7,394 shares 7,394 $1.36M 0.03% +33 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 5,389 shares; 2025Q1: 4,678 shares; 2025Q2: 4,878 shares; 2025Q3: 5,131 shares; 2025Q4: 6,348 shares 6,348 $1.36M 0.03% +1,217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,011 shares 18,011 $1.36M 0.03% new 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: 11,290 shares; 2024Q4: 10,920 shares; 2025Q1: 7,314 shares; 2025Q2: 10,575 shares; 2025Q3: 10,806 shares; 2025Q4: 7,717 shares 7,717 $1.35M 0.03% -3,089 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,347 shares 12,347 $1.35M 0.03% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,368 shares; 2025Q1: 4,221 shares; 2025Q2: 3,768 shares; 2025Q3: 3,749 shares; 2025Q4: 4,324 shares 4,324 $1.35M 0.03% +575 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,343 shares; 2025Q1: 5,185 shares; 2025Q2: 5,377 shares; 2025Q3: 5,453 shares; 2025Q4: 8,662 shares 8,662 $1.34M 0.03% +3,209 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,479 shares; 2024Q4: 17,984 shares; 2025Q1: 12,301 shares; 2025Q2: 11,962 shares; 2025Q3: 11,160 shares; 2025Q4: 11,985 shares 11,985 $1.32M 0.03% +825 Timeline CPSS CONSUMER PORTFOLIO SVCS INC More: the full row for CONSUMER PORTFOLIO SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,395 shares; 2024Q4: 107,395 shares; 2025Q1: 107,395 shares; 2025Q2: 140,738 shares; 2025Q3: 140,738 shares; 2025Q4: 140,738 shares 140,738 $1.31M 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,294 shares; 2025Q1: 1,304 shares; 2025Q2: 16,290 shares; 2025Q3: 14,599 shares; 2025Q4: 14,365 shares 14,365 $1.31M 0.03% -234 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: 970 shares; 2024Q4: 925 shares; 2025Q1: 1,137 shares; 2025Q2: 1,106 shares; 2025Q3: 1,090 shares; 2025Q4: 1,076 shares 1,076 $1.31M 0.03% -14 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,699 shares 2,699 $1.3M 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,475 shares 15,475 $1.3M 0.03% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 15,016 shares; 2025Q1: 15,037 shares; 2025Q2: 15,366 shares; 2025Q3: 15,685 shares; 2025Q4: 16,829 shares 16,829 $1.29M 0.03% +1,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,090 shares 9,090 $1.28M 0.03% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 4,027 shares; 2025Q1: 4,057 shares; 2025Q2: 4,474 shares; 2025Q3: 4,808 shares; 2025Q4: 4,883 shares 4,883 $1.28M 0.03% +75 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 8,047 shares; 2025Q1: 8,596 shares; 2025Q2: 9,848 shares; 2025Q3: 10,546 shares; 2025Q4: 16,496 shares 16,496 $1.28M 0.03% +5,950 Timeline SKYY 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: not reported; 2025Q4: 9,771 shares 9,771 $1.27M 0.03% new Timeline SOXQ 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: 22,783 shares 22,783 $1.27M 0.03% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,959 shares; 2024Q4: 29,301 shares; 2025Q1: 29,057 shares; 2025Q2: 29,821 shares; 2025Q3: 29,713 shares; 2025Q4: 28,246 shares 28,246 $1.25M 0.03% -1,467 Timeline FXO 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: not reported; 2025Q4: 20,708 shares 20,708 $1.25M 0.03% new 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: 323 shares; 2024Q4: 437 shares; 2025Q1: 441 shares; 2025Q2: 464 shares; 2025Q3: 477 shares; 2025Q4: 619 shares 619 $1.25M 0.03% +142 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 17,931 shares; 2025Q1: 17,578 shares; 2025Q2: 17,690 shares; 2025Q3: 17,669 shares; 2025Q4: 22,025 shares 22,025 $1.24M 0.03% +4,356 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: 9,391 shares; 2024Q4: 11,179 shares; 2025Q1: 11,414 shares; 2025Q2: 3,095 shares; 2025Q3: 3,425 shares; 2025Q4: 3,179 shares 3,179 $1.24M 0.03% -246 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,602 shares 50,602 $1.23M 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 18,492 shares; 2025Q1: 20,990 shares; 2025Q2: 18,794 shares; 2025Q3: 21,479 shares; 2025Q4: 32,103 shares 32,103 $1.23M 0.03% +10,624 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 3,637 shares; 2025Q1: 4,462 shares; 2025Q2: 5,040 shares; 2025Q3: 5,181 shares; 2025Q4: 8,038 shares 8,038 $1.22M 0.03% +2,857 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 11,701 shares; 2025Q1: 11,860 shares; 2025Q2: 11,986 shares; 2025Q3: 18,787 shares; 2025Q4: 18,677 shares 18,677 $1.21M 0.03% -110 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: 25,719 shares; 2024Q4: 18,129 shares; 2025Q1: 18,718 shares; 2025Q2: 16,170 shares; 2025Q3: 15,729 shares; 2025Q4: 14,930 shares 14,930 $1.21M 0.03% -799 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 7,559 shares; 2025Q1: 9,365 shares; 2025Q2: 10,026 shares; 2025Q3: 9,851 shares; 2025Q4: 10,400 shares 10,400 $1.21M 0.03% +549 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 45,402 shares 45,402 $1.2M 0.03% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 117,347 shares 117,347 $1.2M 0.03% new 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: 4,326 shares; 2024Q4: 4,516 shares; 2025Q1: 4,323 shares; 2025Q2: 4,019 shares; 2025Q3: 4,263 shares; 2025Q4: 4,828 shares 4,828 $1.19M 0.03% +565 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 3,588 shares; 2025Q1: 3,485 shares; 2025Q2: 12,950 shares; 2025Q3: 13,726 shares; 2025Q4: 18,510 shares 18,510 $1.19M 0.03% +4,784 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,209 shares; 2025Q1: 2,196 shares; 2025Q2: 2,215 shares; 2025Q3: 2,220 shares; 2025Q4: 4,070 shares 4,070 $1.18M 0.03% +1,850 Timeline AIRR 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: not reported; 2025Q4: 11,914 shares 11,914 $1.17M 0.03% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,147 shares; 2025Q1: 2,373 shares; 2025Q2: 2,462 shares; 2025Q3: 3,120 shares; 2025Q4: 3,278 shares 3,278 $1.17M 0.03% +158 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: not reported; 2024Q4: 6,671 shares; 2025Q1: 7,226 shares; 2025Q2: 7,114 shares; 2025Q3: 7,047 shares; 2025Q4: 5,809 shares 5,809 $1.17M 0.03% -1,238 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,513 shares 33,513 $1.17M 0.03% new Timeline ISPY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,450 shares 25,450 $1.16M 0.03% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,227 shares; 2024Q4: 14,028 shares; 2025Q1: 13,822 shares; 2025Q2: 13,927 shares; 2025Q3: 14,336 shares; 2025Q4: 14,665 shares 14,665 $1.15M 0.03% +329 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: 11,984 shares 11,984 $1.14M 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 6,133 shares; 2025Q1: 5,767 shares; 2025Q2: 5,682 shares; 2025Q3: 5,542 shares; 2025Q4: 6,332 shares 6,332 $1.14M 0.03% +790 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,563 shares 5,563 $1.14M 0.03% 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: not reported; 2025Q4: 68,661 shares 68,661 $1.13M 0.02% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,541 shares; 2024Q4: 40,810 shares; 2025Q1: 40,481 shares; 2025Q2: 39,212 shares; 2025Q3: 37,641 shares; 2025Q4: 39,987 shares 39,987 $1.13M 0.02% +2,346 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,838 shares; 2025Q1: 4,956 shares; 2025Q2: 4,886 shares; 2025Q3: 5,038 shares; 2025Q4: 5,002 shares 5,002 $1.12M 0.02% -36 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,985 shares; 2025Q1: 5,051 shares; 2025Q2: 4,491 shares; 2025Q3: 4,400 shares; 2025Q4: 10,198 shares 10,198 $1.11M 0.02% +5,798 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,018 shares 9,018 $1.11M 0.02% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,248 shares; 2025Q1: 21,475 shares; 2025Q2: 21,830 shares; 2025Q3: 29,996 shares; 2025Q4: 67,686 shares 67,686 $1.11M 0.02% +37,690 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,877 shares 12,877 $1.1M 0.02% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,505 shares; 2025Q4: 8,421 shares 8,421 $1.1M 0.02% +2,916 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,798 shares; 2025Q1: 41,798 shares; 2025Q2: 38,798 shares; 2025Q3: 38,798 shares; 2025Q4: 38,798 shares 38,798 $1.09M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,839 shares 14,839 $1.09M 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,160 shares 5,160 $1.09M 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,064 shares; 2025Q1: 6,019 shares; 2025Q2: 5,138 shares; 2025Q3: 4,959 shares; 2025Q4: 4,909 shares 4,909 $1.07M 0.02% -50 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: 2,897 shares; 2024Q4: 16,911 shares; 2025Q1: 18,273 shares; 2025Q2: 18,488 shares; 2025Q3: 13,622 shares; 2025Q4: 21,171 shares 21,171 $1.06M 0.02% +7,549 Timeline NXTG 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: not reported; 2025Q4: 9,768 shares 9,768 $1.05M 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,528 shares; 2025Q1: 3,844 shares; 2025Q2: 3,866 shares; 2025Q3: 3,511 shares; 2025Q4: 3,536 shares 3,536 $1.05M 0.02% +25 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,923 shares; 2025Q1: 3,198 shares; 2025Q2: 3,822 shares; 2025Q3: 4,016 shares; 2025Q4: 6,220 shares 6,220 $1.04M 0.02% +2,204 Timeline SPYX 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: 18,513 shares 18,513 $1.04M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,449 shares 15,449 $1.04M 0.02% new 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: 1,446 shares; 2024Q4: 1,713 shares; 2025Q1: 1,539 shares; 2025Q2: 1,406 shares; 2025Q3: 1,349 shares; 2025Q4: 1,145 shares 1,145 $1.04M 0.02% -204 Timeline FPX 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: not reported; 2025Q4: 6,254 shares 6,254 $1.02M 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,328 shares; 2025Q1: 1,261 shares; 2025Q2: 1,240 shares; 2025Q3: 1,455 shares; 2025Q4: 2,435 shares 2,435 $1.02M 0.02% +980 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 412 shares; 2025Q1: 483 shares; 2025Q2: 528 shares; 2025Q3: 596 shares; 2025Q4: 767 shares 767 $1.02M 0.02% +171 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,568 shares 28,568 $1.02M 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,735 shares; 2025Q1: 2,595 shares; 2025Q2: 2,241 shares; 2025Q3: 1,896 shares; 2025Q4: 3,444 shares 3,444 $1.02M 0.02% +1,548 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: not reported; 2025Q4: 11,859 shares 11,859 $1.01M 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,139 shares; 2024Q4: 81,700 shares; 2025Q1: 85,352 shares; 2025Q2: 85,860 shares; 2025Q3: 83,341 shares; 2025Q4: 81,430 shares 81,430 $1.01M 0.02% -1,911 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: 6,494 shares; 2024Q4: 6,178 shares; 2025Q1: 6,164 shares; 2025Q2: 6,779 shares; 2025Q3: 6,506 shares; 2025Q4: 10,026 shares 10,026 $1.01M 0.02% +3,520 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: 19,922 shares; 2025Q3: 16,826 shares; 2025Q4: 19,514 shares 19,514 $1.01M 0.02% +2,688 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 2,131 shares; 2025Q2: 19,023 shares; 2025Q3: 18,862 shares; 2025Q4: 4,463 shares 4,463 $1.01M 0.02% -14,399 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,149 shares; 2025Q1: 4,330 shares; 2025Q2: 3,902 shares; 2025Q3: 3,970 shares; 2025Q4: 15,931 shares 15,931 $994K 0.02% +11,961 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,298 shares 22,298 $989K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 6,728 shares; 2025Q1: 6,360 shares; 2025Q2: 6,685 shares; 2025Q3: 7,161 shares; 2025Q4: 5,073 shares 5,073 $984K 0.02% -2,088 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 9,778 shares; 2025Q1: 9,610 shares; 2025Q2: 9,221 shares; 2025Q3: 9,389 shares; 2025Q4: 11,100 shares 11,100 $979K 0.02% +1,711 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,346 shares 25,346 $977K 0.02% new 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: 6,343 shares; 2024Q4: 7,266 shares; 2025Q1: 7,970 shares; 2025Q2: 8,596 shares; 2025Q3: 8,567 shares; 2025Q4: 7,650 shares 7,650 $975K 0.02% -917 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 4,051 shares; 2025Q1: 3,928 shares; 2025Q2: 4,057 shares; 2025Q3: 3,939 shares; 2025Q4: 6,447 shares 6,447 $969K 0.02% +2,508 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,009 shares 32,009 $967K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,492 shares; 2025Q1: 1,241 shares; 2025Q2: 1,301 shares; 2025Q3: 1,273 shares; 2025Q4: 1,030 shares 1,030 $961K 0.02% -243 Timeline CNSWF CONSTELLATION SOFTWARE INC COM More: the full row for CONSTELLATION SOFTWARE INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $960K 0.02% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 7,861 shares; 2025Q1: 9,063 shares; 2025Q2: 10,743 shares; 2025Q3: 11,188 shares; 2025Q4: 9,715 shares 9,715 $960K 0.02% -1,473 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,121 shares; 2025Q1: 3,049 shares; 2025Q2: 3,691 shares; 2025Q3: 3,481 shares; 2025Q4: 4,864 shares 4,864 $959K 0.02% +1,383 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: 10,796 shares; 2024Q4: 11,465 shares; 2025Q1: 12,530 shares; 2025Q2: 12,915 shares; 2025Q3: 12,963 shares; 2025Q4: 10,804 shares 10,804 $954K 0.02% -2,159 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,596 shares; 2025Q1: 5,746 shares; 2025Q2: 5,651 shares; 2025Q3: 5,664 shares; 2025Q4: 8,477 shares 8,477 $951K 0.02% +2,813 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 30,440 shares 30,440 $950K 0.02% new Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,234 shares 23,234 $937K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 11,980 shares; 2025Q1: 11,616 shares; 2025Q2: 9,877 shares; 2025Q3: 10,450 shares; 2025Q4: 10,939 shares 10,939 $933K 0.02% +489 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: 40,682 shares; 2024Q4: 51,357 shares; 2025Q1: 58,296 shares; 2025Q2: 61,872 shares; 2025Q3: 68,880 shares; 2025Q4: 73,708 shares 73,708 $918K 0.02% +4,828 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 7,645 shares; 2025Q1: 7,372 shares; 2025Q2: 7,607 shares; 2025Q3: 6,884 shares; 2025Q4: 7,083 shares 7,083 $914K 0.02% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,565 shares 4,565 $912K 0.02% new Timeline SDVY 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: not reported; 2025Q4: 23,775 shares 23,775 $911K 0.02% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 7,135 shares; 2025Q1: 7,132 shares; 2025Q2: 7,218 shares; 2025Q3: 7,209 shares; 2025Q4: 7,561 shares 7,561 $905K 0.02% +352 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,056 shares; 2025Q1: 2,042 shares; 2025Q2: 2,044 shares; 2025Q3: 2,050 shares; 2025Q4: 2,016 shares 2,016 $904K 0.02% -34 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,823 shares 16,823 $898K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,050 shares 40,050 $898K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,093 shares; 2024Q4: 25,001 shares; 2025Q1: 10,537 shares; 2025Q2: 9,943 shares; 2025Q3: 7,641 shares; 2025Q4: 7,054 shares 7,054 $887K 0.02% -587 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,166 shares 41,166 $887K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,785 shares; 2025Q1: 1,880 shares; 2025Q2: 2,192 shares; 2025Q3: 2,229 shares; 2025Q4: 4,031 shares 4,031 $884K 0.02% +1,802 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,905 shares 27,905 $883K 0.02% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,379 shares 7,379 $881K 0.02% new Timeline FDL 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: not reported; 2025Q4: 19,848 shares 19,848 $880K 0.02% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,213 shares; 2025Q3: 2,430 shares; 2025Q4: 3,796 shares 3,796 $873K 0.02% +1,366 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 7,531 shares; 2025Q1: 6,978 shares; 2025Q2: 8,596 shares; 2025Q3: 8,039 shares; 2025Q4: 10,251 shares 10,251 $871K 0.02% +2,212 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,930 shares; 2025Q2: 1,866 shares; 2025Q3: 1,889 shares; 2025Q4: 4,277 shares 4,277 $869K 0.02% +2,388 Timeline