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: 120,129 shares; 2024Q4: 125,351 shares; 2025Q1: 129,867 shares; 2025Q2: 128,748 shares; 2025Q3: 132,251 shares; 2025Q4: 125,974 shares 125,974 $60.9M 3.66% -6,277 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: 181,891 shares; 2024Q4: 193,620 shares; 2025Q1: 222,997 shares; 2025Q2: 210,908 shares; 2025Q3: 219,819 shares; 2025Q4: 208,006 shares 208,006 $38.8M 2.33% -11,813 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: 93,996 shares; 2024Q4: 101,382 shares; 2025Q1: 110,482 shares; 2025Q2: 93,572 shares; 2025Q3: 82,488 shares; 2025Q4: 85,198 shares 85,198 $33.8M 2.03% +2,710 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: 76,087 shares; 2024Q4: 76,192 shares; 2025Q1: 81,145 shares; 2025Q2: 85,383 shares; 2025Q3: 99,137 shares; 2025Q4: 92,726 shares 92,726 $29M 1.75% -6,411 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: 101,968 shares; 2024Q4: 103,007 shares; 2025Q1: 91,667 shares; 2025Q2: 86,460 shares; 2025Q3: 84,510 shares; 2025Q4: 80,423 shares 80,423 $27.8M 1.67% -4,087 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,963 shares; 2024Q4: 183,154 shares; 2025Q1: 187,124 shares; 2025Q2: 189,556 shares; 2025Q3: 213,430 shares; 2025Q4: 222,456 shares 222,456 $24.5M 1.47% +9,026 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: 84,611 shares; 2024Q4: 85,621 shares; 2025Q1: 69,967 shares; 2025Q2: 75,274 shares; 2025Q3: 72,874 shares; 2025Q4: 68,692 shares 68,692 $22.1M 1.33% -4,182 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: 64,218 shares; 2024Q4: 66,708 shares; 2025Q1: 62,095 shares; 2025Q2: 63,235 shares; 2025Q3: 61,899 shares; 2025Q4: 56,260 shares 56,260 $19.7M 1.19% -5,639 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: 34,989 shares; 2024Q4: 37,066 shares; 2025Q1: 35,098 shares; 2025Q2: 42,775 shares; 2025Q3: 37,068 shares; 2025Q4: 28,112 shares 28,112 $19.2M 1.15% -8,956 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: 46,055 shares; 2024Q4: 51,752 shares; 2025Q1: 55,364 shares; 2025Q2: 56,954 shares; 2025Q3: 57,905 shares; 2025Q4: 57,573 shares 57,573 $18.1M 1.09% -332 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: 194,818 shares; 2024Q4: 150,852 shares; 2025Q1: 143,127 shares; 2025Q2: 131,621 shares; 2025Q3: 168,467 shares; 2025Q4: 186,253 shares 186,253 $17.7M 1.07% +17,786 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: 67,487 shares; 2024Q4: 71,278 shares; 2025Q1: 81,838 shares; 2025Q2: 90,324 shares; 2025Q3: 125,234 shares; 2025Q4: 141,391 shares 141,391 $15.8M 0.95% +16,157 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: 13,073 shares; 2024Q4: 13,849 shares; 2025Q1: 12,774 shares; 2025Q2: 4,710 shares; 2025Q3: 11,356 shares; 2025Q4: 24,442 shares 24,442 $15.3M 0.92% +13,086 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: 16,689 shares; 2024Q4: 18,568 shares; 2025Q1: 21,278 shares; 2025Q2: 20,957 shares; 2025Q3: 20,811 shares; 2025Q4: 20,229 shares 20,229 $13.4M 0.8% -582 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: 110,177 shares; 2024Q4: 71,810 shares; 2025Q1: 101,099 shares; 2025Q2: 108,925 shares; 2025Q3: 76,663 shares; 2025Q4: 132,604 shares 132,604 $13.3M 0.8% +55,941 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: 95,037 shares; 2024Q4: 96,574 shares; 2025Q1: 99,691 shares; 2025Q2: 100,768 shares; 2025Q3: 103,848 shares; 2025Q4: 86,630 shares 86,630 $13.2M 0.79% -17,218 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: 20,223 shares; 2024Q4: 19,590 shares; 2025Q1: 23,237 shares; 2025Q2: 20,516 shares; 2025Q3: 42,821 shares; 2025Q4: 21,367 shares 21,367 $13.1M 0.79% -21,454 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: 19,710 shares; 2024Q4: 20,581 shares; 2025Q1: 23,504 shares; 2025Q2: 24,270 shares; 2025Q3: 23,716 shares; 2025Q4: 22,852 shares 22,852 $13M 0.78% -864 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: 40,322 shares; 2024Q4: 40,210 shares; 2025Q1: 43,315 shares; 2025Q2: 45,556 shares; 2025Q3: 46,726 shares; 2025Q4: 37,772 shares 37,772 $13M 0.78% -8,954 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: 54,813 shares; 2024Q4: 50,147 shares; 2025Q1: 50,791 shares; 2025Q2: 53,706 shares; 2025Q3: 56,279 shares; 2025Q4: 55,927 shares 55,927 $12.8M 0.77% -352 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: 76,288 shares; 2024Q4: 82,827 shares; 2025Q1: 82,635 shares; 2025Q2: 83,675 shares; 2025Q3: 85,757 shares; 2025Q4: 95,132 shares 95,132 $11.4M 0.69% +9,375 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: 40,563 shares; 2024Q4: 40,932 shares; 2025Q1: 43,429 shares; 2025Q2: 57,832 shares; 2025Q3: 55,495 shares; 2025Q4: 45,515 shares 45,515 $11.2M 0.67% -9,980 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,720 shares; 2024Q4: 284,495 shares; 2025Q1: 284,422 shares; 2025Q2: 44,906 shares; 2025Q3: 315,769 shares; 2025Q4: 41,206 shares 41,206 $11.2M 0.67% -274,563 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: 24,635 shares; 2024Q4: 24,928 shares; 2025Q1: 30,853 shares; 2025Q2: 32,388 shares; 2025Q3: 31,361 shares; 2025Q4: 32,758 shares 32,758 $10.4M 0.63% +1,397 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: 7,328 shares; 2024Q4: 8,053 shares; 2025Q1: 8,758 shares; 2025Q2: 8,326 shares; 2025Q3: 16,480 shares; 2025Q4: 9,168 shares 9,168 $9.85M 0.59% -7,312 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: 40,178 shares; 2024Q4: 42,288 shares; 2025Q1: 50,771 shares; 2025Q2: 57,602 shares; 2025Q3: 57,642 shares; 2025Q4: 54,904 shares 54,904 $9.75M 0.59% -2,738 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: 40,523 shares; 2024Q4: 41,928 shares; 2025Q1: 42,229 shares; 2025Q2: 42,431 shares; 2025Q3: 42,072 shares; 2025Q4: 41,942 shares 41,942 $9.7M 0.58% -130 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: 22,971 shares; 2024Q4: 31,108 shares; 2025Q1: 32,682 shares; 2025Q2: 17,882 shares; 2025Q3: 18,812 shares; 2025Q4: 19,348 shares 19,348 $9.44M 0.57% +536 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: 42,323 shares; 2024Q4: 45,473 shares; 2025Q1: 45,244 shares; 2025Q2: 48,390 shares; 2025Q3: 54,474 shares; 2025Q4: 47,564 shares 47,564 $9.27M 0.56% -6,910 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: 122,957 shares; 2024Q4: 134,929 shares; 2025Q1: 112,972 shares; 2025Q2: 123,920 shares; 2025Q3: 123,816 shares; 2025Q4: 118,553 shares 118,553 $9.13M 0.55% -5,263 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: 34,604 shares; 2024Q4: 38,041 shares; 2025Q1: 38,599 shares; 2025Q2: 40,891 shares; 2025Q3: 42,269 shares; 2025Q4: 42,415 shares 42,415 $8.78M 0.53% +146 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: 28,714 shares; 2024Q4: 29,884 shares; 2025Q1: 30,314 shares; 2025Q2: 28,716 shares; 2025Q3: 28,777 shares; 2025Q4: 28,690 shares 28,690 $8.77M 0.53% -87 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: 32,960 shares; 2024Q4: 34,333 shares; 2025Q1: 34,882 shares; 2025Q2: 62,165 shares; 2025Q3: 60,043 shares; 2025Q4: 57,034 shares 57,034 $8.76M 0.53% -3,009 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: 53,951 shares; 2024Q4: 54,623 shares; 2025Q1: 56,198 shares; 2025Q2: 59,101 shares; 2025Q3: 56,853 shares; 2025Q4: 53,591 shares 53,591 $8.6M 0.52% -3,262 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: 30,967 shares; 2024Q4: 45,429 shares; 2025Q1: 35,248 shares; 2025Q2: 30,619 shares; 2025Q3: 30,155 shares; 2025Q4: 59,402 shares 59,402 $8.55M 0.51% +29,247 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: 112,235 shares; 2024Q4: 111,273 shares; 2025Q1: 112,240 shares; 2025Q2: 109,917 shares; 2025Q3: 101,660 shares; 2025Q4: 106,213 shares 106,213 $8.53M 0.51% +4,553 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: 8,685 shares; 2024Q4: 8,529 shares; 2025Q1: 10,598 shares; 2025Q2: 10,624 shares; 2025Q3: 10,018 shares; 2025Q4: 9,474 shares 9,474 $8.33M 0.5% -544 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,763 shares; 2024Q4: 162,375 shares; 2025Q1: 177,200 shares; 2025Q2: 121,927 shares; 2025Q3: 114,423 shares; 2025Q4: 164,196 shares 164,196 $8.31M 0.5% +49,773 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: 9,818 shares; 2024Q4: 11,865 shares; 2025Q1: 12,113 shares; 2025Q2: 12,928 shares; 2025Q3: 14,363 shares; 2025Q4: 17,199 shares 17,199 $8.14M 0.49% +2,836 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,029 shares; 2024Q4: 103,900 shares; 2025Q1: 106,397 shares; 2025Q2: 105,826 shares; 2025Q3: 111,961 shares; 2025Q4: 107,717 shares 107,717 $7.98M 0.48% -4,244 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: 4,584 shares; 2024Q4: 20,452 shares; 2025Q1: 4,348 shares; 2025Q2: 4,812 shares; 2025Q3: 4,605 shares; 2025Q4: 36,660 shares 36,660 $7.71M 0.46% +32,055 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: 410,200 shares; 2024Q4: 380,979 shares; 2025Q1: 379,670 shares; 2025Q2: 295,115 shares; 2025Q3: 297,374 shares; 2025Q4: 326,086 shares 326,086 $7.51M 0.45% +28,712 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: 16,993 shares; 2024Q4: 17,228 shares; 2025Q1: 17,054 shares; 2025Q2: 17,597 shares; 2025Q3: 17,575 shares; 2025Q4: 17,485 shares 17,485 $7.46M 0.45% -90 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,121 shares; 2024Q4: 129,376 shares; 2025Q1: 128,405 shares; 2025Q2: 123,162 shares; 2025Q3: 152,169 shares; 2025Q4: 151,566 shares 151,566 $7.32M 0.44% -603 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: 35,854 shares; 2024Q4: 31,084 shares; 2025Q1: 33,205 shares; 2025Q2: 30,753 shares; 2025Q3: 28,290 shares; 2025Q4: 46,451 shares 46,451 $7.19M 0.43% +18,161 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,404 shares; 2024Q4: not reported; 2025Q1: 105,503 shares; 2025Q2: 105,991 shares; 2025Q3: 91,763 shares; 2025Q4: 529,725 shares 529,725 $7.15M 0.43% +437,962 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: 27,081 shares; 2024Q4: 24,502 shares; 2025Q1: 23,845 shares; 2025Q2: 23,387 shares; 2025Q3: 23,594 shares; 2025Q4: 22,875 shares 22,875 $6.78M 0.41% -719 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: 64,079 shares; 2024Q4: 61,541 shares; 2025Q1: 62,701 shares; 2025Q2: 47,471 shares; 2025Q3: 43,814 shares; 2025Q4: 74,009 shares 74,009 $6.76M 0.41% +30,195 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: 76,068 shares; 2024Q4: 14,443 shares; 2025Q1: 14,239 shares; 2025Q2: 3,306 shares; 2025Q3: 4,105 shares; 2025Q4: 68,972 shares 68,972 $6.63M 0.4% +64,867 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: 13,323 shares; 2024Q4: 13,964 shares; 2025Q1: 13,939 shares; 2025Q2: 13,534 shares; 2025Q3: 14,830 shares; 2025Q4: 12,536 shares 12,536 $6.55M 0.39% -2,294 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: 4,457 shares; 2024Q4: 6,394 shares; 2025Q1: 8,813 shares; 2025Q2: 8,688 shares; 2025Q3: 9,210 shares; 2025Q4: 9,520 shares 9,520 $6.52M 0.39% +310 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,394 shares; 2024Q4: 90,768 shares; 2025Q1: 127,534 shares; 2025Q2: 138,375 shares; 2025Q3: 124,221 shares; 2025Q4: 127,941 shares 127,941 $6.51M 0.39% +3,720 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 5,214 shares; 2025Q1: 5,357 shares; 2025Q2: 7,546 shares; 2025Q3: 8,817 shares; 2025Q4: 8,620 shares 8,620 $6.5M 0.39% -197 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: 21,069 shares; 2024Q4: 20,699 shares; 2025Q1: 21,651 shares; 2025Q2: 21,403 shares; 2025Q3: 20,728 shares; 2025Q4: 19,447 shares 19,447 $6.42M 0.39% -1,281 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: 9,932 shares; 2024Q4: 10,442 shares; 2025Q1: 11,488 shares; 2025Q2: 12,093 shares; 2025Q3: 13,004 shares; 2025Q4: 13,293 shares 13,293 $6.39M 0.38% +289 Timeline JNK 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: 18,573 shares; 2024Q4: 31,425 shares; 2025Q1: 27,843 shares; 2025Q2: 59,422 shares; 2025Q3: 54,079 shares; 2025Q4: 64,079 shares 64,079 $6.23M 0.37% +10,000 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: 6,598 shares; 2024Q4: 7,148 shares; 2025Q1: 6,171 shares; 2025Q2: 7,316 shares; 2025Q3: 7,419 shares; 2025Q4: 7,078 shares 7,078 $6.1M 0.37% -341 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: 89,420 shares; 2024Q4: 192,967 shares; 2025Q1: 190,698 shares; 2025Q2: 205,716 shares; 2025Q3: 140,301 shares; 2025Q4: 111,166 shares 111,166 $6.09M 0.37% -29,135 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: 37,804 shares; 2024Q4: 38,241 shares; 2025Q1: 32,769 shares; 2025Q2: 32,500 shares; 2025Q3: 32,482 shares; 2025Q4: 31,119 shares 31,119 $6.07M 0.37% -1,363 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: 33,631 shares; 2024Q4: 33,302 shares; 2025Q1: 32,889 shares; 2025Q2: 33,252 shares; 2025Q3: 25,424 shares; 2025Q4: 22,076 shares 22,076 $5.92M 0.36% -3,348 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,436 shares; 2024Q4: 41,148 shares; 2025Q1: 57,233 shares; 2025Q2: 52,264 shares; 2025Q3: 81,430 shares; 2025Q4: 67,551 shares 67,551 $5.89M 0.35% -13,879 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: 85,336 shares; 2024Q4: 93,032 shares; 2025Q1: 67,355 shares; 2025Q2: 58,994 shares; 2025Q3: 60,378 shares; 2025Q4: 61,306 shares 61,306 $5.89M 0.35% +928 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,068 shares; 2024Q4: 11,409 shares; 2025Q1: 9,087 shares; 2025Q2: 11,409 shares; 2025Q3: 12,270 shares; 2025Q4: 11,878 shares 11,878 $5.74M 0.35% -392 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: 3,870 shares; 2024Q4: 14,038 shares; 2025Q1: 20,785 shares; 2025Q2: 18,931 shares; 2025Q3: 18,694 shares; 2025Q4: 18,346 shares 18,346 $5.73M 0.34% -348 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: 12,250 shares; 2024Q4: 13,482 shares; 2025Q1: 14,716 shares; 2025Q2: 14,496 shares; 2025Q3: 16,206 shares; 2025Q4: 18,783 shares 18,783 $5.71M 0.34% +2,577 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: 36,067 shares; 2024Q4: 52,972 shares; 2025Q1: 41,247 shares; 2025Q2: 64,779 shares; 2025Q3: 28,424 shares; 2025Q4: 127,540 shares 127,540 $5.7M 0.34% +99,116 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: 36,088 shares; 2024Q4: 38,465 shares; 2025Q1: 39,248 shares; 2025Q2: 42,508 shares; 2025Q3: 43,543 shares; 2025Q4: 39,413 shares 39,413 $5.65M 0.34% -4,130 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: 197,844 shares; 2024Q4: 199,681 shares; 2025Q1: 190,406 shares; 2025Q2: 166,344 shares; 2025Q3: 170,879 shares; 2025Q4: 183,700 shares 183,700 $5.55M 0.33% +12,821 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: 69,891 shares; 2024Q4: 73,598 shares; 2025Q1: 77,387 shares; 2025Q2: 80,296 shares; 2025Q3: 81,252 shares; 2025Q4: 83,749 shares 83,749 $5.53M 0.33% +2,497 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: 64,432 shares; 2024Q4: 283,253 shares; 2025Q1: 283,866 shares; 2025Q2: 283,092 shares; 2025Q3: 319,747 shares; 2025Q4: 331,379 shares 331,379 $5.46M 0.33% +11,632 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: 49,228 shares; 2024Q4: 11,052 shares; 2025Q1: 74,285 shares; 2025Q2: 29,410 shares; 2025Q3: 64,897 shares; 2025Q4: 62,038 shares 62,038 $5.32M 0.32% -2,859 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: 156,782 shares; 2024Q4: 161,705 shares; 2025Q1: 138,645 shares; 2025Q2: 134,363 shares; 2025Q3: 140,206 shares; 2025Q4: 129,929 shares 129,929 $5.29M 0.32% -10,277 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,554 shares; 2024Q4: 34,797 shares; 2025Q1: 34,048 shares; 2025Q2: 33,823 shares; 2025Q3: 33,543 shares; 2025Q4: 32,904 shares 32,904 $5.28M 0.32% -639 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,556 shares; 2024Q4: 170,167 shares; 2025Q1: 173,504 shares; 2025Q2: 171,187 shares; 2025Q3: 163,617 shares; 2025Q4: 164,623 shares 164,623 $5.28M 0.32% +1,006 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,215 shares; 2024Q4: 136,885 shares; 2025Q1: 158,148 shares; 2025Q2: 158,111 shares; 2025Q3: 157,246 shares; 2025Q4: 194,729 shares 194,729 $5.28M 0.32% +37,483 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,486 shares; 2024Q4: 38,656 shares; 2025Q1: 38,558 shares; 2025Q2: 38,990 shares; 2025Q3: 38,390 shares; 2025Q4: 38,675 shares 38,675 $5.26M 0.32% +285 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: 78,935 shares; 2024Q4: 73,357 shares; 2025Q1: 74,363 shares; 2025Q2: 58,085 shares; 2025Q3: 51,919 shares; 2025Q4: 49,779 shares 49,779 $5.24M 0.32% -2,140 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: 14,452 shares; 2024Q4: 14,974 shares; 2025Q1: 13,852 shares; 2025Q2: 13,953 shares; 2025Q3: 16,034 shares; 2025Q4: 15,616 shares 15,616 $5.24M 0.31% -418 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: 33,027 shares; 2024Q4: 57,720 shares; 2025Q1: 35,504 shares; 2025Q2: 37,257 shares; 2025Q3: 38,273 shares; 2025Q4: 42,137 shares 42,137 $5.06M 0.3% +3,864 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: 7,742 shares; 2024Q4: 7,887 shares; 2025Q1: 10,147 shares; 2025Q2: 11,145 shares; 2025Q3: 12,228 shares; 2025Q4: 11,002 shares 11,002 $4.95M 0.3% -1,226 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: 77,283 shares; 2024Q4: 76,335 shares; 2025Q1: 73,713 shares; 2025Q2: 71,277 shares; 2025Q3: 73,842 shares; 2025Q4: 70,559 shares 70,559 $4.93M 0.3% -3,283 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: 19,939 shares; 2024Q4: 19,891 shares; 2025Q1: 20,099 shares; 2025Q2: 20,927 shares; 2025Q3: 22,052 shares; 2025Q4: 25,742 shares 25,742 $4.93M 0.3% +3,690 Timeline IBTH 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: 199,367 shares; 2025Q4: 217,937 shares 217,937 $4.9M 0.29% +18,570 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,619 shares; 2024Q4: 21,207 shares; 2025Q1: 17,444 shares; 2025Q2: 29,774 shares; 2025Q3: 37,438 shares; 2025Q4: 48,520 shares 48,520 $4.67M 0.28% +11,082 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: 120,366 shares; 2024Q4: 127,990 shares; 2025Q1: 129,885 shares; 2025Q2: 19,390 shares; 2025Q3: 137,819 shares; 2025Q4: 20,035 shares 20,035 $4.62M 0.28% -117,784 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,851 shares; 2025Q1: 18,471 shares; 2025Q2: 25,793 shares; 2025Q3: 27,642 shares; 2025Q4: 26,985 shares 26,985 $4.62M 0.28% -657 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,920 shares; 2024Q4: 69,277 shares; 2025Q1: 67,724 shares; 2025Q2: 67,268 shares; 2025Q3: 66,644 shares; 2025Q4: 64,945 shares 64,945 $4.54M 0.27% -1,699 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: 19,855 shares; 2024Q4: 30,834 shares; 2025Q1: 35,976 shares; 2025Q2: 41,622 shares; 2025Q3: 38,898 shares; 2025Q4: 37,158 shares 37,158 $4.37M 0.26% -1,740 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: 102,353 shares; 2024Q4: 98,934 shares; 2025Q1: 111,856 shares; 2025Q2: 121,869 shares; 2025Q3: 160,627 shares; 2025Q4: 173,948 shares 173,948 $4.33M 0.26% +13,321 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: 10,710 shares; 2024Q4: 7,187 shares; 2025Q1: 10,014 shares; 2025Q2: 11,072 shares; 2025Q3: 13,090 shares; 2025Q4: 14,821 shares 14,821 $4.23M 0.25% +1,731 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: 155,214 shares; 2024Q4: 162,990 shares; 2025Q1: 160,934 shares; 2025Q2: 201,294 shares; 2025Q3: 196,295 shares; 2025Q4: 169,914 shares 169,914 $4.22M 0.25% -26,381 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,607 shares; 2024Q4: 76,022 shares; 2025Q1: 84,682 shares; 2025Q2: 97,453 shares; 2025Q3: 81,091 shares; 2025Q4: 88,374 shares 88,374 $4.2M 0.25% +7,283 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: 5,555 shares; 2024Q4: 5,774 shares; 2025Q1: 5,552 shares; 2025Q2: 5,481 shares; 2025Q3: 5,513 shares; 2025Q4: 44,759 shares 44,759 $4.2M 0.25% +39,246 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: 3,982 shares; 2024Q4: 3,964 shares; 2025Q1: 5,651 shares; 2025Q2: 7,475 shares; 2025Q3: 6,318 shares; 2025Q4: 7,266 shares 7,266 $4.16M 0.25% +948 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,916 shares 282,916 $4.07M 0.24% new 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: 32,009 shares; 2024Q4: 27,381 shares; 2025Q1: 35,553 shares; 2025Q2: 36,570 shares; 2025Q3: 36,064 shares; 2025Q4: 31,696 shares 31,696 $4.05M 0.24% -4,368 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: 20,251 shares; 2024Q4: 22,773 shares; 2025Q1: 24,879 shares; 2025Q2: 26,083 shares; 2025Q3: 26,790 shares; 2025Q4: 28,593 shares 28,593 $4.04M 0.24% +1,803 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 4,098 shares; 2025Q1: 44,262 shares; 2025Q2: 62,041 shares; 2025Q3: 52,276 shares; 2025Q4: 48,156 shares 48,156 $4.03M 0.24% -4,120 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: 8,160 shares; 2024Q4: 7,353 shares; 2025Q1: 7,412 shares; 2025Q2: 7,536 shares; 2025Q3: 7,214 shares; 2025Q4: 7,006 shares 7,006 $3.97M 0.24% -208 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,710 shares; 2025Q1: 4,812 shares; 2025Q2: 4,827 shares; 2025Q3: 4,324 shares; 2025Q4: 3,685 shares 3,685 $3.94M 0.24% -639 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,766 shares; 2024Q4: 13,756 shares; 2025Q1: 14,758 shares; 2025Q2: 28,141 shares; 2025Q3: 24,437 shares; 2025Q4: 22,125 shares 22,125 $3.93M 0.24% -2,312 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: 36,847 shares; 2024Q4: 37,038 shares; 2025Q1: 41,060 shares; 2025Q2: 41,878 shares; 2025Q3: 38,684 shares; 2025Q4: 34,991 shares 34,991 $3.93M 0.24% -3,693 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: 87,000 shares; 2024Q4: 79,877 shares; 2025Q1: 87,287 shares; 2025Q2: 87,985 shares; 2025Q3: 87,213 shares; 2025Q4: 72,412 shares 72,412 $3.9M 0.23% -14,801 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: 17,558 shares; 2024Q4: 19,246 shares; 2025Q1: 20,520 shares; 2025Q2: 19,656 shares; 2025Q3: 20,019 shares; 2025Q4: 20,328 shares 20,328 $3.88M 0.23% +309 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: 53,168 shares; 2024Q4: 54,868 shares; 2025Q1: 58,636 shares; 2025Q2: 53,054 shares; 2025Q3: 52,129 shares; 2025Q4: 67,274 shares 67,274 $3.88M 0.23% +15,145 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: 7,578 shares; 2024Q4: 7,632 shares; 2025Q1: 7,550 shares; 2025Q2: 6,887 shares; 2025Q3: 6,904 shares; 2025Q4: 6,683 shares 6,683 $3.81M 0.23% -221 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: 5,535 shares; 2024Q4: 6,175 shares; 2025Q1: 6,064 shares; 2025Q2: 5,982 shares; 2025Q3: 5,831 shares; 2025Q4: 5,671 shares 5,671 $3.76M 0.23% -160 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 146,267 shares 146,267 $3.75M 0.23% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,316 shares; 2025Q1: 12,269 shares; 2025Q2: 11,778 shares; 2025Q3: 11,497 shares; 2025Q4: 42,456 shares 42,456 $3.75M 0.23% +30,959 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: 2,422 shares; 2024Q4: 2,602 shares; 2025Q1: 3,027 shares; 2025Q2: 8,462 shares; 2025Q3: 10,982 shares; 2025Q4: 9,725 shares 9,725 $3.73M 0.22% -1,257 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 13,114 shares; 2025Q1: 14,407 shares; 2025Q2: 17,609 shares; 2025Q3: 29,512 shares; 2025Q4: 28,791 shares 28,791 $3.72M 0.22% -721 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: 54,324 shares; 2024Q4: 56,584 shares; 2025Q1: 59,548 shares; 2025Q2: 56,164 shares; 2025Q3: 59,896 shares; 2025Q4: 59,344 shares 59,344 $3.71M 0.22% -552 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: 1,520 shares; 2024Q4: 4,709 shares; 2025Q1: 4,497 shares; 2025Q2: 5,121 shares; 2025Q3: 10,534 shares; 2025Q4: 13,537 shares 13,537 $3.7M 0.22% +3,003 Timeline HYG 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: 18,466 shares; 2024Q4: 98,917 shares; 2025Q1: 104,636 shares; 2025Q2: 116,073 shares; 2025Q3: 121,197 shares; 2025Q4: 45,219 shares 45,219 $3.65M 0.22% -75,978 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: 20,294 shares; 2024Q4: 20,208 shares; 2025Q1: 27,073 shares; 2025Q2: 25,119 shares; 2025Q3: 41,021 shares; 2025Q4: 44,863 shares 44,863 $3.64M 0.22% +3,842 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,273 shares; 2024Q4: 60,250 shares; 2025Q1: 61,733 shares; 2025Q2: 61,615 shares; 2025Q3: 60,798 shares; 2025Q4: 56,743 shares 56,743 $3.62M 0.22% -4,055 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: 24,156 shares; 2024Q4: 23,211 shares; 2025Q1: 24,146 shares; 2025Q2: 25,400 shares; 2025Q3: 25,306 shares; 2025Q4: 29,028 shares 29,028 $3.56M 0.21% +3,722 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: 66,530 shares; 2024Q4: 16,835 shares; 2025Q1: 21,906 shares; 2025Q2: 21,181 shares; 2025Q3: 23,941 shares; 2025Q4: 82,413 shares 82,413 $3.52M 0.21% +58,472 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,877 shares; 2025Q4: 14,144 shares 14,144 $3.43M 0.21% -1,733 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: 36,503 shares; 2024Q4: 29,640 shares; 2025Q1: 30,894 shares; 2025Q2: 30,652 shares; 2025Q3: 37,148 shares; 2025Q4: 39,094 shares 39,094 $3.42M 0.21% +1,946 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: 3,869 shares; 2024Q4: 4,086 shares; 2025Q1: 4,323 shares; 2025Q2: 4,175 shares; 2025Q3: 4,155 shares; 2025Q4: 3,881 shares 3,881 $3.41M 0.21% -274 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: 29,072 shares; 2024Q4: 23,593 shares; 2025Q1: 20,135 shares; 2025Q2: 21,029 shares; 2025Q3: 19,918 shares; 2025Q4: 19,210 shares 19,210 $3.33M 0.2% -708 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,664 shares; 2025Q1: 12,104 shares; 2025Q2: 3,957 shares; 2025Q3: 4,115 shares; 2025Q4: 8,800 shares 8,800 $3.29M 0.2% +4,685 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: 70,283 shares; 2024Q4: 71,352 shares; 2025Q1: 71,273 shares; 2025Q2: 73,454 shares; 2025Q3: 64,961 shares; 2025Q4: 61,232 shares 61,232 $3.27M 0.2% -3,729 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,764 shares; 2024Q4: 122,065 shares; 2025Q1: 113,078 shares; 2025Q2: 106,746 shares; 2025Q3: 92,970 shares; 2025Q4: 145,310 shares 145,310 $3.18M 0.19% +52,340 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: 23,388 shares; 2024Q4: 26,209 shares; 2025Q1: 26,762 shares; 2025Q2: 25,902 shares; 2025Q3: 28,258 shares; 2025Q4: 26,680 shares 26,680 $3.13M 0.19% -1,578 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,664 shares; 2025Q4: 21,551 shares 21,551 $3.11M 0.19% -1,113 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: 3,408 shares; 2024Q4: 3,455 shares; 2025Q1: 3,528 shares; 2025Q2: 3,717 shares; 2025Q3: 4,259 shares; 2025Q4: 20,032 shares 20,032 $3.07M 0.18% +15,773 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 11,562 shares; 2025Q1: not reported; 2025Q2: 28,397 shares; 2025Q3: 26,780 shares; 2025Q4: 29,498 shares 29,498 $3.06M 0.18% +2,718 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 9,251 shares; 2025Q1: 9,549 shares; 2025Q2: 9,490 shares; 2025Q3: 9,547 shares; 2025Q4: 8,763 shares 8,763 $3.02M 0.18% -784 Timeline DEXC 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: 28,322 shares; 2025Q2: 58,971 shares; 2025Q3: 82,389 shares; 2025Q4: 49,399 shares 49,399 $2.99M 0.18% -32,990 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: 10,659 shares; 2024Q4: 28,415 shares; 2025Q1: 28,511 shares; 2025Q2: 28,535 shares; 2025Q3: 22,213 shares; 2025Q4: 24,932 shares 24,932 $2.98M 0.18% +2,719 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: 6,981 shares; 2024Q4: 6,898 shares; 2025Q1: 6,753 shares; 2025Q2: 6,957 shares; 2025Q3: 5,923 shares; 2025Q4: 5,137 shares 5,137 $2.98M 0.18% -786 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: 1,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,786 shares; 2025Q3: 7,683 shares; 2025Q4: 8,218 shares 8,218 $2.96M 0.18% +535 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: 38,944 shares; 2024Q4: 35,136 shares; 2025Q1: 36,277 shares; 2025Q2: 35,390 shares; 2025Q3: 34,574 shares; 2025Q4: 23,324 shares 23,324 $2.93M 0.18% -11,250 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: 37,416 shares; 2024Q4: 43,521 shares; 2025Q1: 47,849 shares; 2025Q2: 45,073 shares; 2025Q3: 41,518 shares; 2025Q4: 54,003 shares 54,003 $2.91M 0.18% +12,485 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: 7,349 shares; 2024Q4: 7,205 shares; 2025Q1: 18,068 shares; 2025Q2: 18,635 shares; 2025Q3: 18,963 shares; 2025Q4: 16,954 shares 16,954 $2.9M 0.17% -2,009 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,697 shares; 2025Q3: 21,035 shares; 2025Q4: 23,737 shares 23,737 $2.89M 0.17% +2,702 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: 7,469 shares; 2024Q4: 7,722 shares; 2025Q1: 7,935 shares; 2025Q2: 8,155 shares; 2025Q3: 6,429 shares; 2025Q4: 5,782 shares 5,782 $2.83M 0.17% -647 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,747 shares; 2024Q4: 8,217 shares; 2025Q1: 9,405 shares; 2025Q2: 9,372 shares; 2025Q3: 9,367 shares; 2025Q4: 9,797 shares 9,797 $2.82M 0.17% +430 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: 8,444 shares; 2024Q4: 3,083 shares; 2025Q1: 3,784 shares; 2025Q2: 8,647 shares; 2025Q3: 8,161 shares; 2025Q4: 9,089 shares 9,089 $2.8M 0.17% +928 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 6,981 shares; 2025Q1: 11,643 shares; 2025Q2: 12,350 shares; 2025Q3: 10,594 shares; 2025Q4: 25,032 shares 25,032 $2.76M 0.17% +14,438 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,771 shares; 2024Q4: 21,913 shares; 2025Q1: 22,688 shares; 2025Q2: 22,840 shares; 2025Q3: 41,880 shares; 2025Q4: 51,116 shares 51,116 $2.75M 0.17% +9,236 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: 8,085 shares; 2024Q4: 8,085 shares; 2025Q1: 7,975 shares; 2025Q2: 8,244 shares; 2025Q3: 9,399 shares; 2025Q4: 9,401 shares 9,401 $2.73M 0.16% +2 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: 12,355 shares; 2024Q4: 16,645 shares; 2025Q1: 16,861 shares; 2025Q2: 16,804 shares; 2025Q3: 17,600 shares; 2025Q4: 16,539 shares 16,539 $2.66M 0.16% -1,061 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: 11,605 shares; 2024Q4: 12,096 shares; 2025Q1: 12,398 shares; 2025Q2: 11,987 shares; 2025Q3: 11,892 shares; 2025Q4: 10,253 shares 10,253 $2.65M 0.16% -1,639 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,645 shares; 2025Q2: 48,107 shares; 2025Q3: 47,470 shares; 2025Q4: 46,474 shares 46,474 $2.63M 0.16% -996 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: 20,555 shares; 2024Q4: 14,795 shares; 2025Q1: 17,864 shares; 2025Q2: 21,548 shares; 2025Q3: 24,476 shares; 2025Q4: 30,132 shares 30,132 $2.63M 0.16% +5,656 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: 56,459 shares; 2024Q4: 53,882 shares; 2025Q1: 53,156 shares; 2025Q2: 58,129 shares; 2025Q3: 54,525 shares; 2025Q4: 70,854 shares 70,854 $2.61M 0.16% +16,329 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 9,169 shares; 2025Q1: 14,147 shares; 2025Q2: 19,840 shares; 2025Q3: 17,010 shares; 2025Q4: 23,765 shares 23,765 $2.61M 0.16% +6,755 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,295 shares; 2024Q4: 12,243 shares; 2025Q1: 12,723 shares; 2025Q2: 12,873 shares; 2025Q3: 38,357 shares; 2025Q4: 49,379 shares 49,379 $2.61M 0.16% +11,022 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,693 shares; 2024Q4: 33,328 shares; 2025Q1: 68,946 shares; 2025Q2: 67,805 shares; 2025Q3: 67,561 shares; 2025Q4: 66,288 shares 66,288 $2.61M 0.16% -1,273 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: 26,032 shares; 2024Q4: 25,614 shares; 2025Q1: 28,738 shares; 2025Q2: 33,800 shares; 2025Q3: 34,076 shares; 2025Q4: 30,616 shares 30,616 $2.58M 0.16% -3,460 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: 6,021 shares; 2024Q4: 6,257 shares; 2025Q1: 6,784 shares; 2025Q2: 9,530 shares; 2025Q3: 10,395 shares; 2025Q4: 10,618 shares 10,618 $2.56M 0.15% +223 Timeline EWK 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: 121,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,071 shares 104,071 $2.53M 0.15% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,281 shares; 2024Q4: 26,655 shares; 2025Q1: 27,462 shares; 2025Q2: 26,678 shares; 2025Q3: 20,458 shares; 2025Q4: 19,318 shares 19,318 $2.49M 0.15% -1,140 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: 19,045 shares; 2024Q4: 20,525 shares; 2025Q1: 20,067 shares; 2025Q2: 19,998 shares; 2025Q3: 19,595 shares; 2025Q4: 19,330 shares 19,330 $2.49M 0.15% -265 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: 28,956 shares; 2024Q4: 43,581 shares; 2025Q1: 49,916 shares; 2025Q2: 48,186 shares; 2025Q3: 46,939 shares; 2025Q4: 41,277 shares 41,277 $2.48M 0.15% -5,662 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 8,256 shares; 2025Q1: 8,645 shares; 2025Q2: 8,602 shares; 2025Q3: 8,354 shares; 2025Q4: 7,675 shares 7,675 $2.48M 0.15% -679 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: 52,583 shares; 2024Q4: 14,164 shares; 2025Q1: 16,398 shares; 2025Q2: 15,827 shares; 2025Q3: 18,241 shares; 2025Q4: 17,217 shares 17,217 $2.47M 0.15% -1,024 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: 2,133 shares; 2024Q4: 2,172 shares; 2025Q1: 2,188 shares; 2025Q2: 2,629 shares; 2025Q3: 2,800 shares; 2025Q4: 3,046 shares 3,046 $2.46M 0.15% +246 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: 9,097 shares; 2024Q4: 16,268 shares; 2025Q1: 18,349 shares; 2025Q2: 18,288 shares; 2025Q3: 19,299 shares; 2025Q4: 20,450 shares 20,450 $2.44M 0.15% +1,151 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,565 shares; 2024Q4: 1,513 shares; 2025Q1: 2,715 shares; 2025Q2: 2,741 shares; 2025Q3: 14,729 shares; 2025Q4: 13,349 shares 13,349 $2.43M 0.15% -1,380 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: 28,983 shares; 2024Q4: 45,548 shares; 2025Q1: 45,829 shares; 2025Q2: 45,407 shares; 2025Q3: 47,479 shares; 2025Q4: 30,085 shares 30,085 $2.38M 0.14% -17,394 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: 63,422 shares; 2025Q2: 63,003 shares; 2025Q3: 62,920 shares; 2025Q4: 62,135 shares 62,135 $2.37M 0.14% -785 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: 1,208 shares; 2024Q4: 1,536 shares; 2025Q1: 1,686 shares; 2025Q2: 1,865 shares; 2025Q3: 1,521 shares; 2025Q4: 2,207 shares 2,207 $2.36M 0.14% +686 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: 64,865 shares; 2024Q4: 195,214 shares; 2025Q1: 87,109 shares; 2025Q2: 118,123 shares; 2025Q3: 121,350 shares; 2025Q4: 85,493 shares 85,493 $2.35M 0.14% -35,857 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: 31,195 shares; 2024Q4: 38,540 shares; 2025Q1: 56,680 shares; 2025Q2: 58,855 shares; 2025Q3: 55,681 shares; 2025Q4: 78,162 shares 78,162 $2.34M 0.14% +22,481 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: 15,239 shares; 2024Q4: 16,130 shares; 2025Q1: 10,552 shares; 2025Q2: 10,462 shares; 2025Q3: 11,065 shares; 2025Q4: 10,138 shares 10,138 $2.32M 0.14% -927 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: 13,681 shares; 2024Q4: 14,780 shares; 2025Q1: 15,931 shares; 2025Q2: 16,822 shares; 2025Q3: 22,220 shares; 2025Q4: 21,927 shares 21,927 $2.31M 0.14% -293 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: 15,885 shares; 2024Q4: 12,589 shares; 2025Q1: 11,669 shares; 2025Q2: 21,203 shares; 2025Q3: 19,313 shares; 2025Q4: 14,899 shares 14,899 $2.31M 0.14% -4,414 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: 5,187 shares; 2024Q4: 6,972 shares; 2025Q1: 8,888 shares; 2025Q2: 10,547 shares; 2025Q3: 15,308 shares; 2025Q4: 14,261 shares 14,261 $2.31M 0.14% -1,047 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: 10,597 shares; 2024Q4: 10,966 shares; 2025Q1: 11,813 shares; 2025Q2: 13,569 shares; 2025Q3: 12,676 shares; 2025Q4: 8,618 shares 8,618 $2.28M 0.14% -4,058 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: 5,784 shares; 2024Q4: 6,237 shares; 2025Q1: 6,242 shares; 2025Q2: 5,605 shares; 2025Q3: 5,382 shares; 2025Q4: 6,469 shares 6,469 $2.26M 0.14% +1,087 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: 6,966 shares; 2024Q4: 3,458 shares; 2025Q1: 698 shares; 2025Q2: 2,759 shares; 2025Q3: 2,809 shares; 2025Q4: 2,419 shares 2,419 $2.26M 0.14% -390 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 8,573 shares; 2025Q1: 9,433 shares; 2025Q2: 10,140 shares; 2025Q3: 9,929 shares; 2025Q4: 10,582 shares 10,582 $2.24M 0.13% +653 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: 1,879 shares; 2024Q4: 1,989 shares; 2025Q1: 3,024 shares; 2025Q2: 3,889 shares; 2025Q3: 3,857 shares; 2025Q4: 3,696 shares 3,696 $2.23M 0.13% -161 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: 13,895 shares; 2024Q4: 12,074 shares; 2025Q1: 13,130 shares; 2025Q2: 13,250 shares; 2025Q3: 13,963 shares; 2025Q4: 14,291 shares 14,291 $2.2M 0.13% +328 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: 26,162 shares; 2024Q4: 27,510 shares; 2025Q1: 27,663 shares; 2025Q2: 3,931 shares; 2025Q3: 30,171 shares; 2025Q4: 4,382 shares 4,382 $2.2M 0.13% -25,789 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 20,494 shares; 2025Q1: 29,682 shares; 2025Q2: 31,279 shares; 2025Q3: 30,549 shares; 2025Q4: 32,587 shares 32,587 $2.2M 0.13% +2,038 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: 28,119 shares; 2024Q4: 30,090 shares; 2025Q1: 27,727 shares; 2025Q2: 28,062 shares; 2025Q3: 29,816 shares; 2025Q4: 28,985 shares 28,985 $2.19M 0.13% -831 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: 17,501 shares; 2024Q4: 18,516 shares; 2025Q1: 28,445 shares; 2025Q2: 29,438 shares; 2025Q3: 27,398 shares; 2025Q4: 21,897 shares 21,897 $2.17M 0.13% -5,501 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: 7,026 shares; 2024Q4: 15,105 shares; 2025Q1: 21,418 shares; 2025Q2: 21,778 shares; 2025Q3: 20,570 shares; 2025Q4: 20,873 shares 20,873 $2.16M 0.13% +303 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,171 shares; 2024Q4: 38,463 shares; 2025Q1: 38,451 shares; 2025Q2: 37,697 shares; 2025Q3: 36,051 shares; 2025Q4: 36,296 shares 36,296 $2.15M 0.13% +245 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: 24,774 shares; 2024Q4: 24,685 shares; 2025Q1: 24,233 shares; 2025Q2: 22,267 shares; 2025Q3: 18,388 shares; 2025Q4: 18,552 shares 18,552 $2.11M 0.13% +164 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,893 shares; 2025Q1: 44,931 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,768 shares 41,768 $2.11M 0.13% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,464 shares; 2024Q4: 76,548 shares; 2025Q1: 76,007 shares; 2025Q2: 76,306 shares; 2025Q3: 74,457 shares; 2025Q4: 72,770 shares 72,770 $2.04M 0.12% -1,687 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,355 shares; 2024Q4: 17,353 shares; 2025Q1: 21,740 shares; 2025Q2: 27,070 shares; 2025Q3: not reported; 2025Q4: 42,295 shares 42,295 $2.03M 0.12% 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: 14,673 shares; 2024Q4: 15,261 shares; 2025Q1: 15,819 shares; 2025Q2: 15,867 shares; 2025Q3: 17,875 shares; 2025Q4: 21,092 shares 21,092 $2.03M 0.12% +3,217 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: 18,376 shares; 2024Q4: 17,290 shares; 2025Q1: 18,939 shares; 2025Q2: 19,459 shares; 2025Q3: 21,622 shares; 2025Q4: 21,261 shares 21,261 $1.98M 0.12% -361 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: 28,339 shares; 2024Q4: 30,610 shares; 2025Q1: 28,923 shares; 2025Q2: 28,561 shares; 2025Q3: 31,537 shares; 2025Q4: 24,082 shares 24,082 $1.97M 0.12% -7,455 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 9,575 shares; 2025Q1: 7,995 shares; 2025Q2: 7,046 shares; 2025Q3: 7,611 shares; 2025Q4: 6,990 shares 6,990 $1.94M 0.12% -621 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: 26,632 shares; 2024Q4: 29,324 shares; 2025Q1: 17,425 shares; 2025Q2: 17,795 shares; 2025Q3: 18,053 shares; 2025Q4: 16,568 shares 16,568 $1.93M 0.12% -1,485 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 12,333 shares; 2025Q1: 12,525 shares; 2025Q2: 10,901 shares; 2025Q3: 10,153 shares; 2025Q4: 10,449 shares 10,449 $1.92M 0.12% +296 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,934 shares; 2024Q4: 14,917 shares; 2025Q1: 14,917 shares; 2025Q2: 13,582 shares; 2025Q3: 13,372 shares; 2025Q4: 13,861 shares 13,861 $1.9M 0.11% +489 Timeline ILF 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: 20,799 shares; 2025Q3: not reported; 2025Q4: 62,156 shares 62,156 $1.89M 0.11% 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: 1,803 shares; 2024Q4: 3,912 shares; 2025Q1: 3,326 shares; 2025Q2: 4,258 shares; 2025Q3: 6,051 shares; 2025Q4: 8,617 shares 8,617 $1.89M 0.11% +2,566 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: 4,432 shares; 2024Q4: 4,859 shares; 2025Q1: 4,822 shares; 2025Q2: 6,471 shares; 2025Q3: 5,776 shares; 2025Q4: 5,811 shares 5,811 $1.88M 0.11% +35 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: 11,473 shares; 2024Q4: 11,681 shares; 2025Q1: 15,570 shares; 2025Q2: 15,924 shares; 2025Q3: 16,604 shares; 2025Q4: 16,653 shares 16,653 $1.88M 0.11% +49 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 12,385 shares; 2025Q2: 29,850 shares; 2025Q3: 41,900 shares; 2025Q4: 70,700 shares 70,700 $1.87M 0.11% +28,800 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 31,366 shares; 2025Q1: 31,366 shares; 2025Q2: 31,098 shares; 2025Q3: 30,678 shares; 2025Q4: 31,683 shares 31,683 $1.87M 0.11% +1,005 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 26,031 shares; 2025Q1: 31,233 shares; 2025Q2: 31,083 shares; 2025Q3: 27,734 shares; 2025Q4: 23,630 shares 23,630 $1.86M 0.11% -4,104 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,562 shares; 2025Q1: 1,736 shares; 2025Q2: 1,793 shares; 2025Q3: 2,023 shares; 2025Q4: 3,039 shares 3,039 $1.86M 0.11% +1,016 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: 24,538 shares; 2024Q4: 26,847 shares; 2025Q1: 36,009 shares; 2025Q2: 36,135 shares; 2025Q3: 27,667 shares; 2025Q4: 25,203 shares 25,203 $1.85M 0.11% -2,464 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,817 shares; 2024Q4: 70,714 shares; 2025Q1: 77,484 shares; 2025Q2: 77,813 shares; 2025Q3: 71,511 shares; 2025Q4: 77,010 shares 77,010 $1.85M 0.11% +5,499 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: 7,301 shares; 2024Q4: 7,373 shares; 2025Q1: 9,572 shares; 2025Q2: 14,626 shares; 2025Q3: 14,457 shares; 2025Q4: 13,881 shares 13,881 $1.84M 0.11% -576 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 26,150 shares; 2025Q4: 26,150 shares 26,150 $1.84M 0.11% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,695 shares; 2025Q3: 13,113 shares; 2025Q4: 20,719 shares 20,719 $1.82M 0.11% +7,606 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,170 shares; 2024Q4: 60,677 shares; 2025Q1: 86,581 shares; 2025Q2: 61,800 shares; 2025Q3: 47,942 shares; 2025Q4: 59,299 shares 59,299 $1.82M 0.11% +11,357 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: 9,611 shares; 2024Q4: 9,802 shares; 2025Q1: 10,485 shares; 2025Q2: 10,747 shares; 2025Q3: 10,723 shares; 2025Q4: 9,686 shares 9,686 $1.82M 0.11% -1,037 Timeline PYLD 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: 55,895 shares; 2024Q4: 56,817 shares; 2025Q1: 60,683 shares; 2025Q2: 68,271 shares; 2025Q3: 69,638 shares; 2025Q4: 67,559 shares 67,559 $1.8M 0.11% -2,079 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: 4,427 shares; 2024Q4: 4,900 shares; 2025Q1: 4,761 shares; 2025Q2: 5,524 shares; 2025Q3: 6,772 shares; 2025Q4: 6,969 shares 6,969 $1.8M 0.11% +197 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: 39,115 shares; 2024Q4: 39,224 shares; 2025Q1: 44,254 shares; 2025Q2: 43,738 shares; 2025Q3: 43,167 shares; 2025Q4: 46,657 shares 46,657 $1.79M 0.11% +3,490 Timeline HYLB 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: 27,581 shares; 2024Q4: 27,967 shares; 2025Q1: 29,106 shares; 2025Q2: 29,724 shares; 2025Q3: 29,958 shares; 2025Q4: 47,885 shares 47,885 $1.76M 0.11% +17,927 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,575 shares; 2024Q4: 42,436 shares; 2025Q1: 42,436 shares; 2025Q2: 41,167 shares; 2025Q3: 41,167 shares; 2025Q4: 42,869 shares 42,869 $1.76M 0.11% +1,702 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,047 shares; 2024Q4: 23,940 shares; 2025Q1: 22,668 shares; 2025Q2: 22,163 shares; 2025Q3: 21,998 shares; 2025Q4: 21,921 shares 21,921 $1.75M 0.11% -77 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: 27,994 shares; 2024Q4: 13,371 shares; 2025Q1: 18,450 shares; 2025Q2: 24,296 shares; 2025Q3: 15,614 shares; 2025Q4: 22,406 shares 22,406 $1.74M 0.1% +6,792 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: 12,028 shares; 2024Q4: 10,059 shares; 2025Q1: 11,808 shares; 2025Q2: 12,295 shares; 2025Q3: 11,771 shares; 2025Q4: 10,656 shares 10,656 $1.71M 0.1% -1,115 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: 23,845 shares; 2024Q4: 22,160 shares; 2025Q1: 14,166 shares; 2025Q2: 14,244 shares; 2025Q3: 14,495 shares; 2025Q4: 14,936 shares 14,936 $1.7M 0.1% +441 Timeline GNR 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: 27,034 shares 27,034 $1.68M 0.1% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,558 shares 25,558 $1.67M 0.1% new 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: 6,582 shares; 2024Q4: 7,192 shares; 2025Q1: 7,987 shares; 2025Q2: 10,866 shares; 2025Q3: 11,095 shares; 2025Q4: 13,974 shares 13,974 $1.67M 0.1% +2,879 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,008 shares; 2024Q4: 102,218 shares; 2025Q1: 102,223 shares; 2025Q2: 86,231 shares; 2025Q3: 85,974 shares; 2025Q4: 74,608 shares 74,608 $1.67M 0.1% -11,366 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: 8,955 shares; 2024Q4: 10,936 shares; 2025Q1: 8,209 shares; 2025Q2: 10,054 shares; 2025Q3: 9,954 shares; 2025Q4: 16,633 shares 16,633 $1.66M 0.1% +6,679 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,509 shares; 2025Q1: 2,198 shares; 2025Q2: 6,044 shares; 2025Q3: 6,264 shares; 2025Q4: 7,834 shares 7,834 $1.65M 0.1% +1,570 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,381 shares; 2025Q1: 9,884 shares; 2025Q2: 11,757 shares; 2025Q3: 12,334 shares; 2025Q4: 11,999 shares 11,999 $1.65M 0.1% -335 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: 3,479 shares; 2024Q4: 3,856 shares; 2025Q1: 4,282 shares; 2025Q2: 5,111 shares; 2025Q3: 5,235 shares; 2025Q4: 4,701 shares 4,701 $1.65M 0.1% -534 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: 1,467 shares; 2024Q4: 1,860 shares; 2025Q1: 1,966 shares; 2025Q2: 1,978 shares; 2025Q3: 2,097 shares; 2025Q4: 2,013 shares 2,013 $1.65M 0.1% -84 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: 4,209 shares; 2024Q4: 4,548 shares; 2025Q1: 4,362 shares; 2025Q2: 7,329 shares; 2025Q3: 7,893 shares; 2025Q4: 8,122 shares 8,122 $1.65M 0.1% +229 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: 17,956 shares; 2024Q4: 21,268 shares; 2025Q1: 23,139 shares; 2025Q2: 22,331 shares; 2025Q3: 27,903 shares; 2025Q4: 29,162 shares 29,162 $1.64M 0.1% +1,259 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,374 shares; 2024Q4: 9,644 shares; 2025Q1: 9,422 shares; 2025Q2: 9,979 shares; 2025Q3: 9,902 shares; 2025Q4: 7,386 shares 7,386 $1.64M 0.1% -2,516 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: 12,874 shares; 2024Q4: 11,809 shares; 2025Q1: 13,448 shares; 2025Q2: 13,115 shares; 2025Q3: 15,211 shares; 2025Q4: 16,210 shares 16,210 $1.64M 0.1% +999 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: 2,904 shares; 2024Q4: 3,111 shares; 2025Q1: 3,022 shares; 2025Q2: 3,358 shares; 2025Q3: 4,204 shares; 2025Q4: 4,618 shares 4,618 $1.63M 0.1% +414 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: 22,908 shares; 2024Q4: 24,171 shares; 2025Q1: 18,368 shares; 2025Q2: 17,479 shares; 2025Q3: 17,981 shares; 2025Q4: 17,319 shares 17,319 $1.62M 0.1% -662 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,682 shares; 2025Q2: 40,943 shares; 2025Q3: 39,857 shares; 2025Q4: 38,873 shares 38,873 $1.62M 0.1% -984 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: 13,912 shares; 2024Q4: 12,825 shares; 2025Q1: 9,440 shares; 2025Q2: 4,398 shares; 2025Q3: 12,133 shares; 2025Q4: 4,380 shares 4,380 $1.62M 0.1% -7,753 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,032 shares; 2024Q4: 15,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,883 shares 29,883 $1.62M 0.1% 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: 20,030 shares; 2024Q4: 21,253 shares; 2025Q1: 21,496 shares; 2025Q2: 20,798 shares; 2025Q3: 21,953 shares; 2025Q4: 21,979 shares 21,979 $1.61M 0.1% +26 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: 30,508 shares; 2024Q4: 32,358 shares; 2025Q1: 31,160 shares; 2025Q2: 29,739 shares; 2025Q3: 30,929 shares; 2025Q4: 30,039 shares 30,039 $1.61M 0.1% -890 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: 12,495 shares; 2024Q4: 10,282 shares; 2025Q1: 10,505 shares; 2025Q2: 10,646 shares; 2025Q3: 20,715 shares; 2025Q4: 21,814 shares 21,814 $1.6M 0.1% +1,099 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,216 shares; 2025Q1: 1,136 shares; 2025Q2: 1,086 shares; 2025Q3: 1,069 shares; 2025Q4: 745 shares 745 $1.6M 0.1% -324 Timeline LONZ 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: 27,171 shares; 2024Q4: 27,844 shares; 2025Q1: 29,576 shares; 2025Q2: 30,673 shares; 2025Q3: 31,542 shares; 2025Q4: 31,362 shares 31,362 $1.58M 0.09% -180 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 9,499 shares; 2025Q1: 9,991 shares; 2025Q2: 10,976 shares; 2025Q3: 11,175 shares; 2025Q4: 9,763 shares 9,763 $1.57M 0.09% -1,412 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: 6,834 shares; 2024Q4: 7,566 shares; 2025Q1: 7,838 shares; 2025Q2: 6,984 shares; 2025Q3: 6,588 shares; 2025Q4: 7,110 shares 7,110 $1.56M 0.09% +522 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: not reported; 2025Q2: not reported; 2025Q3: 586 shares; 2025Q4: 2,762 shares 2,762 $1.55M 0.09% +2,176 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: 16,710 shares; 2024Q4: 18,714 shares; 2025Q1: 17,045 shares; 2025Q2: 18,301 shares; 2025Q3: 18,965 shares; 2025Q4: 18,342 shares 18,342 $1.54M 0.09% -623 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: 1,383 shares; 2024Q4: 1,678 shares; 2025Q1: 1,703 shares; 2025Q2: 6,542 shares; 2025Q3: 6,747 shares; 2025Q4: 5,196 shares 5,196 $1.53M 0.09% -1,551 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: 1,765 shares; 2024Q4: 2,508 shares; 2025Q1: 3,191 shares; 2025Q2: 3,838 shares; 2025Q3: 2,839 shares; 2025Q4: 2,575 shares 2,575 $1.5M 0.09% -264 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: 2,096 shares; 2024Q4: 3,970 shares; 2025Q1: 3,480 shares; 2025Q2: 5,002 shares; 2025Q3: 5,707 shares; 2025Q4: 6,546 shares 6,546 $1.49M 0.09% +839 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,819 shares; 2024Q4: 21,723 shares; 2025Q1: 28,054 shares; 2025Q2: 30,338 shares; 2025Q3: 27,594 shares; 2025Q4: 23,297 shares 23,297 $1.48M 0.09% -4,297 Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES 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: 15,375 shares 15,375 $1.47M 0.09% new 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: 24,435 shares; 2024Q4: 24,644 shares; 2025Q1: 27,128 shares; 2025Q2: 27,648 shares; 2025Q3: 30,301 shares; 2025Q4: 29,794 shares 29,794 $1.47M 0.09% -507 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: 38,863 shares; 2024Q4: 35,115 shares; 2025Q1: 72,873 shares; 2025Q2: 20,967 shares; 2025Q3: 21,884 shares; 2025Q4: 21,579 shares 21,579 $1.45M 0.09% -305 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: 494 shares; 2024Q4: 519 shares; 2025Q1: 1,035 shares; 2025Q2: 1,131 shares; 2025Q3: 1,359 shares; 2025Q4: 1,171 shares 1,171 $1.42M 0.09% -188 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 2,167 shares; 2025Q1: 2,125 shares; 2025Q2: 2,241 shares; 2025Q3: 1,854 shares; 2025Q4: 4,929 shares 4,929 $1.42M 0.09% +3,075 Timeline DFNL 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: 29,239 shares 29,239 $1.41M 0.08% 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: 12,253 shares; 2025Q1: 17,677 shares; 2025Q2: 20,425 shares; 2025Q3: 20,969 shares; 2025Q4: 17,604 shares 17,604 $1.41M 0.08% -3,365 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,744 shares; 2024Q4: 42,070 shares; 2025Q1: 50,385 shares; 2025Q2: 38,823 shares; 2025Q3: 30,519 shares; 2025Q4: 29,849 shares 29,849 $1.4M 0.08% -670 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: 24,905 shares; 2024Q4: 27,630 shares; 2025Q1: 27,254 shares; 2025Q2: 7,563 shares; 2025Q3: 27,879 shares; 2025Q4: 7,617 shares 7,617 $1.4M 0.08% -20,262 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES 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: 17,242 shares 17,242 $1.4M 0.08% 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: 16,698 shares; 2024Q4: 12,516 shares; 2025Q1: 3,111 shares; 2025Q2: 2,961 shares; 2025Q3: 3,836 shares; 2025Q4: 4,146 shares 4,146 $1.4M 0.08% +310 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: 22,265 shares; 2024Q4: 15,229 shares; 2025Q1: 16,345 shares; 2025Q2: 17,182 shares; 2025Q3: 17,822 shares; 2025Q4: 17,553 shares 17,553 $1.39M 0.08% -269 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: 1,246 shares; 2024Q4: 1,245 shares; 2025Q1: 1,280 shares; 2025Q2: 18,897 shares; 2025Q3: 14,649 shares; 2025Q4: 15,250 shares 15,250 $1.39M 0.08% +601 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: 49,813 shares; 2024Q4: 51,855 shares; 2025Q1: 53,734 shares; 2025Q2: 23,683 shares; 2025Q3: 57,589 shares; 2025Q4: 25,280 shares 25,280 $1.39M 0.08% -32,309 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,078 shares; 2025Q1: 4,531 shares; 2025Q2: 7,302 shares; 2025Q3: 8,309 shares; 2025Q4: 6,574 shares 6,574 $1.38M 0.08% -1,735 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: 316 shares; 2024Q4: 332 shares; 2025Q1: 327 shares; 2025Q2: 254 shares; 2025Q3: 252 shares; 2025Q4: 259 shares 259 $1.38M 0.08% +7 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: 20,865 shares; 2024Q4: 21,869 shares; 2025Q1: 19,444 shares; 2025Q2: 20,608 shares; 2025Q3: 21,938 shares; 2025Q4: 23,261 shares 23,261 $1.38M 0.08% +1,323 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: 3,143 shares; 2024Q4: 3,545 shares; 2025Q1: 3,635 shares; 2025Q2: 4,177 shares; 2025Q3: 4,934 shares; 2025Q4: 3,015 shares 3,015 $1.37M 0.08% -1,919 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: 8,744 shares; 2024Q4: 9,693 shares; 2025Q1: 8,725 shares; 2025Q2: 8,434 shares; 2025Q3: 8,693 shares; 2025Q4: 8,436 shares 8,436 $1.37M 0.08% -257 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: 10,911 shares; 2024Q4: 12,105 shares; 2025Q1: 13,023 shares; 2025Q2: 12,976 shares; 2025Q3: 9,146 shares; 2025Q4: 6,630 shares 6,630 $1.36M 0.08% -2,516 Timeline FV 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: 22,065 shares; 2024Q4: 21,766 shares; 2025Q1: 24,016 shares; 2025Q2: 23,647 shares; 2025Q3: 23,797 shares; 2025Q4: 21,351 shares 21,351 $1.34M 0.08% -2,446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares; 2025Q4: 7,759 shares 7,759 $1.34M 0.08% +5,295 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,787 shares; 2024Q4: 23,170 shares; 2025Q1: 23,329 shares; 2025Q2: 23,365 shares; 2025Q3: 22,228 shares; 2025Q4: 21,385 shares 21,385 $1.33M 0.08% -843 Timeline VTEI 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: 11,823 shares; 2025Q2: 11,740 shares; 2025Q3: 13,148 shares; 2025Q4: 13,175 shares 13,175 $1.33M 0.08% +27 Timeline CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,614 shares; 2024Q4: 63,496 shares; 2025Q1: 61,921 shares; 2025Q2: 53,595 shares; 2025Q3: 53,574 shares; 2025Q4: 50,599 shares 50,599 $1.33M 0.08% -2,975 Timeline EIRL 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: 18,056 shares 18,056 $1.33M 0.08% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $1.32M 0.08% 0 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: 24,638 shares; 2024Q4: 22,822 shares; 2025Q1: 23,387 shares; 2025Q2: 28,265 shares; 2025Q3: 29,712 shares; 2025Q4: 28,251 shares 28,251 $1.32M 0.08% -1,461 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: not reported; 2025Q1: not reported; 2025Q2: 2,791 shares; 2025Q3: 3,363 shares; 2025Q4: 4,445 shares 4,445 $1.31M 0.08% +1,082 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: 14,016 shares; 2024Q4: 14,912 shares; 2025Q1: 16,951 shares; 2025Q2: 16,828 shares; 2025Q3: 16,143 shares; 2025Q4: 13,620 shares 13,620 $1.3M 0.08% -2,523 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: 5,904 shares; 2024Q4: 6,010 shares; 2025Q1: 5,914 shares; 2025Q2: 5,943 shares; 2025Q3: 6,552 shares; 2025Q4: 6,090 shares 6,090 $1.27M 0.08% -462 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,552 shares; 2025Q2: 2,025 shares; 2025Q3: 1,745 shares; 2025Q4: 1,878 shares 1,878 $1.27M 0.08% +133 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: 24,664 shares; 2024Q4: 25,440 shares; 2025Q1: 37,491 shares; 2025Q2: 20,068 shares; 2025Q3: 23,560 shares; 2025Q4: 28,599 shares 28,599 $1.27M 0.08% +5,039 Timeline IOO 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: 3,395 shares; 2025Q3: 9,015 shares; 2025Q4: 9,908 shares 9,908 $1.26M 0.08% +893 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: 58,815 shares; 2024Q4: 41,723 shares; 2025Q1: 51,041 shares; 2025Q2: 46,867 shares; 2025Q3: 46,057 shares; 2025Q4: 45,504 shares 45,504 $1.25M 0.08% -553 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,159 shares; 2024Q4: 46,644 shares; 2025Q1: 46,644 shares; 2025Q2: 45,861 shares; 2025Q3: 45,861 shares; 2025Q4: 43,660 shares 43,660 $1.25M 0.08% -2,201 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,328 shares; 2024Q4: 34,367 shares; 2025Q1: 39,598 shares; 2025Q2: 41,944 shares; 2025Q3: 105,194 shares; 2025Q4: 59,388 shares 59,388 $1.25M 0.08% -45,806 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,319 shares 24,319 $1.24M 0.07% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,598 shares; 2024Q4: 17,715 shares; 2025Q1: 19,842 shares; 2025Q2: 24,911 shares; 2025Q3: 18,541 shares; 2025Q4: 15,292 shares 15,292 $1.23M 0.07% -3,249 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,052 shares; 2025Q2: 31,681 shares; 2025Q3: 31,285 shares; 2025Q4: 27,912 shares 27,912 $1.23M 0.07% -3,373 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,109 shares; 2024Q4: 57,531 shares; 2025Q1: 72,747 shares; 2025Q2: 72,656 shares; 2025Q3: 65,051 shares; 2025Q4: 55,153 shares 55,153 $1.23M 0.07% -9,898 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,287 shares; 2025Q3: 2,299 shares; 2025Q4: 1,872 shares 1,872 $1.22M 0.07% -427 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,233 shares 24,233 $1.22M 0.07% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 23,208 shares; 2025Q1: 24,455 shares; 2025Q2: 25,049 shares; 2025Q3: 26,061 shares; 2025Q4: 20,910 shares 20,910 $1.22M 0.07% -5,151 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: 2,472 shares; 2024Q4: 2,463 shares; 2025Q1: 2,600 shares; 2025Q2: 2,997 shares; 2025Q3: 2,879 shares; 2025Q4: 2,607 shares 2,607 $1.21M 0.07% -272 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: 3,318 shares; 2024Q4: 23,020 shares; 2025Q1: 26,629 shares; 2025Q2: 10,982 shares; 2025Q3: 14,278 shares; 2025Q4: 4,832 shares 4,832 $1.21M 0.07% -9,446 Timeline USDU 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: 42,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,607 shares 46,607 $1.2M 0.07% new 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: 2,308 shares; 2024Q4: 2,292 shares; 2025Q1: 2,586 shares; 2025Q2: 2,821 shares; 2025Q3: 2,106 shares; 2025Q4: 2,354 shares 2,354 $1.2M 0.07% +248 Timeline UTES 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: 2,875 shares; 2025Q4: 15,017 shares 15,017 $1.19M 0.07% +12,142 Timeline RSPN 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: 18,520 shares; 2024Q4: 18,342 shares; 2025Q1: 18,617 shares; 2025Q2: 19,267 shares; 2025Q3: 21,240 shares; 2025Q4: 20,871 shares 20,871 $1.18M 0.07% -369 Timeline FTSL 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: 18,541 shares; 2024Q4: 24,451 shares; 2025Q1: 24,969 shares; 2025Q2: 25,086 shares; 2025Q3: 23,204 shares; 2025Q4: 25,690 shares 25,690 $1.18M 0.07% +2,486 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,032 shares; 2025Q1: 1,865 shares; 2025Q2: 2,174 shares; 2025Q3: 2,167 shares; 2025Q4: 1,888 shares 1,888 $1.18M 0.07% -279 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: 12,647 shares; 2024Q4: 11,233 shares; 2025Q1: 10,377 shares; 2025Q2: 9,844 shares; 2025Q3: 12,007 shares; 2025Q4: 11,584 shares 11,584 $1.16M 0.07% -423 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: 5,713 shares; 2024Q4: 8,237 shares; 2025Q1: 9,378 shares; 2025Q2: 12,752 shares; 2025Q3: 14,870 shares; 2025Q4: 13,486 shares 13,486 $1.15M 0.07% -1,384 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: 15,679 shares; 2024Q4: 15,686 shares; 2025Q1: 6,725 shares; 2025Q2: 13,598 shares; 2025Q3: 18,922 shares; 2025Q4: 28,528 shares 28,528 $1.13M 0.07% +9,606 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,041 shares; 2024Q4: 15,005 shares; 2025Q1: 15,005 shares; 2025Q2: 14,598 shares; 2025Q3: 17,126 shares; 2025Q4: 14,840 shares 14,840 $1.13M 0.07% -2,286 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: 30,674 shares; 2024Q4: 30,900 shares; 2025Q1: 29,328 shares; 2025Q2: 3,619 shares; 2025Q3: 29,524 shares; 2025Q4: 3,436 shares 3,436 $1.12M 0.07% -26,088 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: 8,396 shares; 2024Q4: 8,704 shares; 2025Q1: 9,419 shares; 2025Q2: 9,406 shares; 2025Q3: 9,983 shares; 2025Q4: 6,041 shares 6,041 $1.12M 0.07% -3,942 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,599 shares; 2024Q4: 215,058 shares; 2025Q1: 57,663 shares; 2025Q2: 510,996 shares; 2025Q3: 102,231 shares; 2025Q4: 83,744 shares 83,744 $1.11M 0.07% -18,487 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: 5,343 shares; 2024Q4: 5,877 shares; 2025Q1: 6,411 shares; 2025Q2: 7,272 shares; 2025Q3: 8,656 shares; 2025Q4: 8,890 shares 8,890 $1.11M 0.07% +234 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: 4,284 shares; 2024Q4: 5,616 shares; 2025Q1: 8,604 shares; 2025Q2: 9,725 shares; 2025Q3: 9,173 shares; 2025Q4: 8,992 shares 8,992 $1.11M 0.07% -181 Timeline LMBS 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: 16,841 shares; 2024Q4: 17,351 shares; 2025Q1: 18,369 shares; 2025Q2: 19,193 shares; 2025Q3: 25,317 shares; 2025Q4: 22,130 shares 22,130 $1.11M 0.07% -3,187 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,120 shares; 2025Q2: 3,822 shares; 2025Q3: 4,083 shares; 2025Q4: 12,693 shares 12,693 $1.11M 0.07% +8,610 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 10,804 shares; 2025Q1: 10,664 shares; 2025Q2: 11,189 shares; 2025Q3: 7,131 shares; 2025Q4: 6,924 shares 6,924 $1.1M 0.07% -207 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 5,167 shares; 2025Q1: 4,624 shares; 2025Q2: 4,466 shares; 2025Q3: 4,773 shares; 2025Q4: 5,118 shares 5,118 $1.1M 0.07% +345 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: 2,189 shares; 2024Q4: 4,312 shares; 2025Q1: 3,224 shares; 2025Q2: 3,716 shares; 2025Q3: 3,656 shares; 2025Q4: 3,930 shares 3,930 $1.1M 0.07% +274 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 6,493 shares; 2025Q1: 6,917 shares; 2025Q2: 6,714 shares; 2025Q3: 6,520 shares; 2025Q4: 6,750 shares 6,750 $1.09M 0.07% +230 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 10,640 shares; 2025Q1: 11,499 shares; 2025Q2: 11,636 shares; 2025Q3: 17,105 shares; 2025Q4: 22,993 shares 22,993 $1.09M 0.07% +5,888 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: 91,275 shares; 2024Q4: 60,728 shares; 2025Q1: 19,659 shares; 2025Q2: 36,803 shares; 2025Q3: 52,930 shares; 2025Q4: 15,599 shares 15,599 $1.08M 0.07% -37,331 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: 34,397 shares; 2024Q4: 12,531 shares; 2025Q1: 27,769 shares; 2025Q2: 20,773 shares; 2025Q3: 15,693 shares; 2025Q4: 16,651 shares 16,651 $1.07M 0.06% +958 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: 6,073 shares; 2024Q4: 6,243 shares; 2025Q1: 6,917 shares; 2025Q2: 7,228 shares; 2025Q3: 7,812 shares; 2025Q4: 4,250 shares 4,250 $1.05M 0.06% -3,562 Timeline FSIG 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: 40,093 shares; 2024Q4: 46,579 shares; 2025Q1: 46,670 shares; 2025Q2: 48,879 shares; 2025Q3: 56,775 shares; 2025Q4: 52,905 shares 52,905 $1.02M 0.06% -3,870 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,840 shares; 2025Q2: 35,582 shares; 2025Q3: 35,871 shares; 2025Q4: 37,087 shares 37,087 $1.01M 0.06% +1,216 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: 6,552 shares; 2024Q4: 8,073 shares; 2025Q1: 7,883 shares; 2025Q2: 8,070 shares; 2025Q3: 7,672 shares; 2025Q4: 7,261 shares 7,261 $1.01M 0.06% -411 Timeline DISV 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: 68,387 shares; 2024Q4: 72,308 shares; 2025Q1: 70,534 shares; 2025Q2: 71,665 shares; 2025Q3: 70,465 shares; 2025Q4: 26,526 shares 26,526 $1.01M 0.06% -43,939 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,430 shares; 2025Q2: 35,684 shares; 2025Q3: 18,609 shares; 2025Q4: 22,149 shares 22,149 $1.01M 0.06% +3,540 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,303 shares; 2025Q1: 6,285 shares; 2025Q2: 6,185 shares; 2025Q3: 6,458 shares; 2025Q4: 8,547 shares 8,547 $1M 0.06% +2,089 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,791 shares; 2024Q4: 11,511 shares; 2025Q1: 13,263 shares; 2025Q2: 14,579 shares; 2025Q3: 13,886 shares; 2025Q4: 12,833 shares 12,833 $999K 0.06% -1,053 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,157 shares; 2024Q4: 20,233 shares; 2025Q1: 18,948 shares; 2025Q2: 16,871 shares; 2025Q3: 15,148 shares; 2025Q4: 12,532 shares 12,532 $999K 0.06% -2,616 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,404 shares; 2024Q4: 25,855 shares; 2025Q1: 26,579 shares; 2025Q2: 25,906 shares; 2025Q3: 26,224 shares; 2025Q4: 35,608 shares 35,608 $997K 0.06% +9,384 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,824 shares; 2024Q4: 19,824 shares; 2025Q1: 19,824 shares; 2025Q2: 20,283 shares; 2025Q3: 20,283 shares; 2025Q4: 20,191 shares 20,191 $992K 0.06% -92 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 8,301 shares; 2025Q1: 8,077 shares; 2025Q2: 8,138 shares; 2025Q3: 8,191 shares; 2025Q4: 7,283 shares 7,283 $992K 0.06% -908 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,274 shares 14,274 $989K 0.06% new 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: 14,607 shares; 2024Q4: 9,989 shares; 2025Q1: 12,570 shares; 2025Q2: 14,605 shares; 2025Q3: 18,375 shares; 2025Q4: 17,293 shares 17,293 $979K 0.06% -1,082 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,164 shares; 2025Q1: 2,138 shares; 2025Q2: 2,135 shares; 2025Q3: 2,188 shares; 2025Q4: 2,192 shares 2,192 $973K 0.06% +4 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 4,157 shares 4,157 $972K 0.06% +2,587 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,817 shares 12,817 $972K 0.06% new 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: 5,241 shares; 2025Q1: 3,748 shares; 2025Q2: 4,871 shares; 2025Q3: 9,270 shares; 2025Q4: 9,103 shares 9,103 $971K 0.06% -167 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 9,657 shares; 2025Q1: 12,469 shares; 2025Q2: 13,110 shares; 2025Q3: 12,592 shares; 2025Q4: 12,021 shares 12,021 $968K 0.06% -571 Timeline SPLV 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: 26,244 shares; 2024Q4: 19,267 shares; 2025Q1: 17,433 shares; 2025Q2: 23,663 shares; 2025Q3: 13,523 shares; 2025Q4: 13,523 shares 13,523 $966K 0.06% 0 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: 3,230 shares; 2024Q4: 3,509 shares; 2025Q1: 3,591 shares; 2025Q2: 3,611 shares; 2025Q3: 3,720 shares; 2025Q4: 3,962 shares 3,962 $962K 0.06% +242 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,307 shares; 2025Q3: not reported; 2025Q4: 42,496 shares 42,496 $960K 0.06% new 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: 5,760 shares; 2024Q4: 8,043 shares; 2025Q1: 8,033 shares; 2025Q2: 12,276 shares; 2025Q3: 14,155 shares; 2025Q4: 13,805 shares 13,805 $959K 0.06% -350 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,371 shares; 2025Q1: 1,975 shares; 2025Q2: 20,443 shares; 2025Q3: 20,127 shares; 2025Q4: 11,991 shares 11,991 $956K 0.06% -8,136 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 17,907 shares; 2025Q1: 19,503 shares; 2025Q2: 23,946 shares; 2025Q3: 25,494 shares; 2025Q4: 25,773 shares 25,773 $949K 0.06% +279 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: 18,929 shares; 2024Q4: 18,789 shares; 2025Q1: 21,802 shares; 2025Q2: 24,427 shares; 2025Q3: 21,093 shares; 2025Q4: 19,711 shares 19,711 $943K 0.06% -1,382 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: 1,088 shares; 2024Q4: 1,439 shares; 2025Q1: 1,414 shares; 2025Q2: 1,700 shares; 2025Q3: 3,159 shares; 2025Q4: 3,015 shares 3,015 $935K 0.06% -144 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 6,506 shares; 2025Q1: 7,234 shares; 2025Q2: 6,870 shares; 2025Q3: 6,877 shares; 2025Q4: 7,033 shares 7,033 $931K 0.06% +156 Timeline IBB 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: 5,515 shares 5,515 $931K 0.06% new 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: 5,496 shares; 2025Q2: 16,825 shares; 2025Q3: 21,670 shares; 2025Q4: 20,088 shares 20,088 $925K 0.06% -1,582 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,331 shares; 2024Q4: 168,638 shares; 2025Q1: 171,260 shares; 2025Q2: 174,381 shares; 2025Q3: 64,126 shares; 2025Q4: 53,595 shares 53,595 $925K 0.06% -10,531 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,890 shares; 2024Q4: 19,566 shares; 2025Q1: 18,887 shares; 2025Q2: 18,935 shares; 2025Q3: 18,801 shares; 2025Q4: 18,837 shares 18,837 $918K 0.06% +36 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 5,123 shares; 2025Q1: 5,712 shares; 2025Q2: 5,301 shares; 2025Q3: 4,971 shares; 2025Q4: 4,959 shares 4,959 $915K 0.06% -12 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: 17,800 shares; 2024Q4: 17,084 shares; 2025Q1: 16,925 shares; 2025Q2: 17,811 shares; 2025Q3: 19,756 shares; 2025Q4: 19,764 shares 19,764 $911K 0.05% +8 Timeline SPHB 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: 9,320 shares; 2024Q4: 56,665 shares; 2025Q1: 60,015 shares; 2025Q2: 26,312 shares; 2025Q3: 56,921 shares; 2025Q4: 7,685 shares 7,685 $899K 0.05% -49,236 Timeline FLTR 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: 40,185 shares; 2024Q4: 41,575 shares; 2025Q1: 40,872 shares; 2025Q2: 40,496 shares; 2025Q3: 35,195 shares; 2025Q4: 35,195 shares 35,195 $897K 0.05% 0 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: 21,484 shares; 2024Q4: 22,369 shares; 2025Q1: 19,730 shares; 2025Q2: 4,349 shares; 2025Q3: 25,893 shares; 2025Q4: 4,187 shares 4,187 $897K 0.05% -21,706 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: 14,254 shares; 2025Q1: 14,173 shares; 2025Q2: 17,697 shares; 2025Q3: 17,296 shares; 2025Q4: 16,842 shares 16,842 $896K 0.05% -454 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,135 shares; 2025Q2: 10,128 shares; 2025Q3: 10,034 shares; 2025Q4: 10,032 shares 10,032 $889K 0.05% -2 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 5,165 shares; 2025Q1: 6,039 shares; 2025Q2: 8,872 shares; 2025Q3: 14,629 shares; 2025Q4: 12,779 shares 12,779 $888K 0.05% -1,850 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 11,220 shares; 2025Q3: 11,968 shares; 2025Q4: 12,381 shares 12,381 $884K 0.05% +413 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,539 shares; 2025Q1: 2,277 shares; 2025Q2: 2,323 shares; 2025Q3: 2,760 shares; 2025Q4: 1,872 shares 1,872 $879K 0.05% -888 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 34,096 shares; 2025Q1: 31,961 shares; 2025Q2: 30,488 shares; 2025Q3: 31,200 shares; 2025Q4: 33,972 shares 33,972 $870K 0.05% +2,772 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: 12,844 shares; 2024Q4: 14,332 shares; 2025Q1: 13,076 shares; 2025Q2: 13,119 shares; 2025Q3: 13,997 shares; 2025Q4: 17,109 shares 17,109 $869K 0.05% +3,112 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: 7,102 shares; 2024Q4: 7,249 shares; 2025Q1: 6,873 shares; 2025Q2: 6,690 shares; 2025Q3: 6,779 shares; 2025Q4: 6,146 shares 6,146 $867K 0.05% -633 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: 11,889 shares; 2024Q4: 12,048 shares; 2025Q1: 9,821 shares; 2025Q2: 10,386 shares; 2025Q3: 10,981 shares; 2025Q4: 11,314 shares 11,314 $867K 0.05% +333 Timeline XNTK 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: 1,557 shares; 2025Q4: 3,111 shares 3,111 $864K 0.05% +1,554 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: 16,722 shares; 2024Q4: 16,677 shares; 2025Q1: 16,677 shares; 2025Q2: 17,168 shares; 2025Q3: 17,168 shares; 2025Q4: 17,866 shares 17,866 $860K 0.05% +698 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,523 shares; 2025Q1: 9,892 shares; 2025Q2: 11,398 shares; 2025Q3: 11,198 shares; 2025Q4: 7,825 shares 7,825 $857K 0.05% -3,373 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: 6,205 shares; 2024Q4: 6,260 shares; 2025Q1: 5,650 shares; 2025Q2: 6,157 shares; 2025Q3: 6,097 shares; 2025Q4: 5,269 shares 5,269 $857K 0.05% -828 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 5,245 shares; 2025Q1: 8,228 shares; 2025Q2: 6,121 shares; 2025Q3: 11,412 shares; 2025Q4: 7,967 shares 7,967 $853K 0.05% -3,445 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS 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: 9,244 shares 9,244 $853K 0.05% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 10,854 shares; 2025Q1: 12,146 shares; 2025Q2: 5,382 shares; 2025Q3: 8,020 shares; 2025Q4: 6,911 shares 6,911 $850K 0.05% -1,109 Timeline GSIE 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: 27,123 shares; 2024Q4: 27,050 shares; 2025Q1: 26,822 shares; 2025Q2: 27,777 shares; 2025Q3: 20,375 shares; 2025Q4: 19,787 shares 19,787 $850K 0.05% -588 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,024 shares; 2025Q1: 8,774 shares; 2025Q2: 9,449 shares; 2025Q3: 9,654 shares; 2025Q4: 12,589 shares 12,589 $848K 0.05% +2,935 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: 3,361 shares; 2024Q4: 3,610 shares; 2025Q1: 4,390 shares; 2025Q2: 5,470 shares; 2025Q3: 5,039 shares; 2025Q4: 4,234 shares 4,234 $845K 0.05% -805 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 3,874 shares; 2025Q1: 5,635 shares; 2025Q2: 7,501 shares; 2025Q3: 7,445 shares; 2025Q4: 5,180 shares 5,180 $845K 0.05% -2,265 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: 5,564 shares; 2024Q4: 5,934 shares; 2025Q1: 5,994 shares; 2025Q2: 6,752 shares; 2025Q3: 9,212 shares; 2025Q4: 8,928 shares 8,928 $841K 0.05% -284 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: 62,896 shares; 2024Q4: 11,365 shares; 2025Q1: 86,911 shares; 2025Q2: 11,209 shares; 2025Q3: 10,641 shares; 2025Q4: 9,397 shares 9,397 $841K 0.05% -1,244 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: 807 shares; 2024Q4: 1,034 shares; 2025Q1: 1,897 shares; 2025Q2: 1,993 shares; 2025Q3: 1,273 shares; 2025Q4: 2,155 shares 2,155 $838K 0.05% +882 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,760 shares; 2025Q1: 2,751 shares; 2025Q2: 2,776 shares; 2025Q3: 5,855 shares; 2025Q4: 4,292 shares 4,292 $838K 0.05% -1,563 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,540 shares; 2024Q4: 23,899 shares; 2025Q1: 17,440 shares; 2025Q2: 19,929 shares; 2025Q3: 19,614 shares; 2025Q4: 20,209 shares 20,209 $835K 0.05% +595 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 12,856 shares; 2025Q1: 14,883 shares; 2025Q2: 14,989 shares; 2025Q3: 14,541 shares; 2025Q4: 14,137 shares 14,137 $828K 0.05% -404 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,605 shares; 2025Q1: 10,043 shares; 2025Q2: 13,129 shares; 2025Q3: 17,462 shares; 2025Q4: 16,861 shares 16,861 $827K 0.05% -601 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: 3,212 shares; 2024Q4: 3,203 shares; 2025Q1: 4,063 shares; 2025Q2: 3,964 shares; 2025Q3: 4,135 shares; 2025Q4: 3,762 shares 3,762 $827K 0.05% -373 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 5,574 shares; 2025Q1: 3,377 shares; 2025Q2: 4,370 shares; 2025Q3: 5,112 shares; 2025Q4: 13,232 shares 13,232 $827K 0.05% +8,120 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: 10,953 shares; 2024Q4: 10,577 shares; 2025Q1: 12,231 shares; 2025Q2: 10,645 shares; 2025Q3: 10,128 shares; 2025Q4: 11,211 shares 11,211 $826K 0.05% +1,083 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,531 shares; 2024Q4: 55,558 shares; 2025Q1: 15,313 shares; 2025Q2: 15,525 shares; 2025Q3: 15,453 shares; 2025Q4: 15,087 shares 15,087 $825K 0.05% -366 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 574 shares; 2025Q1: 680 shares; 2025Q2: 767 shares; 2025Q3: 806 shares; 2025Q4: 809 shares 809 $816K 0.05% +3 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,180 shares 4,180 $812K 0.05% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,880 shares; 2025Q1: 2,818 shares; 2025Q2: 2,849 shares; 2025Q3: 2,896 shares; 2025Q4: 2,835 shares 2,835 $806K 0.05% -61 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,979 shares; 2024Q4: 24,735 shares; 2025Q1: 25,643 shares; 2025Q2: 26,173 shares; 2025Q3: 25,426 shares; 2025Q4: 25,486 shares 25,486 $801K 0.05% +60 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,534 shares; 2025Q1: 3,202 shares; 2025Q2: 3,439 shares; 2025Q3: 3,636 shares; 2025Q4: 4,338 shares 4,338 $798K 0.05% +702 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,558 shares; 2025Q1: 19,076 shares; 2025Q2: 20,896 shares; 2025Q3: 16,192 shares; 2025Q4: 10,934 shares 10,934 $785K 0.05% -5,258 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: 1,347 shares; 2024Q4: 1,408 shares; 2025Q1: 1,303 shares; 2025Q2: 1,805 shares; 2025Q3: 1,871 shares; 2025Q4: 2,004 shares 2,004 $780K 0.05% +133 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,457 shares; 2025Q1: 6,397 shares; 2025Q2: 8,476 shares; 2025Q3: 9,208 shares; 2025Q4: 9,491 shares 9,491 $778K 0.05% +283 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: 3,936 shares; 2024Q4: 4,050 shares; 2025Q1: 5,305 shares; 2025Q2: 8,365 shares; 2025Q3: 8,604 shares; 2025Q4: 7,643 shares 7,643 $777K 0.05% -961 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,155 shares; 2025Q1: 2,438 shares; 2025Q2: 2,434 shares; 2025Q3: 2,447 shares; 2025Q4: 2,432 shares 2,432 $765K 0.05% -15 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,938 shares; 2025Q1: 14,053 shares; 2025Q2: 14,015 shares; 2025Q3: 16,480 shares; 2025Q4: 16,847 shares 16,847 $765K 0.05% +367 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,569 shares 12,569 $764K 0.05% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,076 shares; 2024Q4: 25,083 shares; 2025Q1: 25,839 shares; 2025Q2: 27,175 shares; 2025Q3: 27,487 shares; 2025Q4: 25,888 shares 25,888 $760K 0.05% -1,599 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,248 shares; 2025Q1: 2,250 shares; 2025Q2: 2,259 shares; 2025Q3: 2,472 shares; 2025Q4: 2,431 shares 2,431 $760K 0.05% -41 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 7,927 shares; 2025Q1: 6,618 shares; 2025Q2: 7,448 shares; 2025Q3: 5,911 shares; 2025Q4: 7,599 shares 7,599 $759K 0.05% +1,688 Timeline IXG 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: 4,722 shares; 2025Q4: 6,257 shares 6,257 $756K 0.05% +1,535 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 5,307 shares; 2025Q1: 5,613 shares; 2025Q2: 8,140 shares; 2025Q3: 6,612 shares; 2025Q4: 5,690 shares 5,690 $755K 0.05% -922 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,612 shares; 2025Q1: 3,500 shares; 2025Q2: 3,513 shares; 2025Q3: 4,566 shares; 2025Q4: 3,368 shares 3,368 $753K 0.05% -1,198 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,149 shares 20,149 $749K 0.05% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,424 shares; 2025Q1: 2,736 shares; 2025Q2: 2,284 shares; 2025Q3: 3,628 shares; 2025Q4: 2,645 shares 2,645 $749K 0.05% -983 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: 4,211 shares; 2024Q4: 4,650 shares; 2025Q1: 4,843 shares; 2025Q2: 5,038 shares; 2025Q3: 4,805 shares; 2025Q4: 2,846 shares 2,846 $747K 0.04% -1,959 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: 13,171 shares; 2024Q4: 13,010 shares; 2025Q1: 12,459 shares; 2025Q2: 16,247 shares; 2025Q3: 20,425 shares; 2025Q4: 16,817 shares 16,817 $746K 0.04% -3,608 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,333 shares 11,333 $741K 0.04% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 17,905 shares; 2025Q1: 22,848 shares; 2025Q2: 23,261 shares; 2025Q3: 23,314 shares; 2025Q4: 21,330 shares 21,330 $735K 0.04% -1,984 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY 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: 20,169 shares; 2025Q2: 21,939 shares; 2025Q3: 22,043 shares; 2025Q4: 22,080 shares 22,080 $734K 0.04% +37 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,264 shares 11,264 $731K 0.04% new Timeline GCOW 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: 11,331 shares; 2024Q4: 16,114 shares; 2025Q1: 19,068 shares; 2025Q2: 17,472 shares; 2025Q3: 17,240 shares; 2025Q4: 17,740 shares 17,740 $731K 0.04% +500 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 3,293 shares; 2025Q1: 3,809 shares; 2025Q2: 4,449 shares; 2025Q3: 4,259 shares; 2025Q4: 3,945 shares 3,945 $730K 0.04% -314 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 29,104 shares; 2025Q4: 18,879 shares 18,879 $729K 0.04% -10,225 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,042 shares; 2024Q4: 6,900 shares; 2025Q1: 6,337 shares; 2025Q2: 4,126 shares; 2025Q3: 5,008 shares; 2025Q4: 4,297 shares 4,297 $728K 0.04% -711 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,085 shares; 2025Q1: 14,638 shares; 2025Q2: 15,836 shares; 2025Q3: 16,253 shares; 2025Q4: 16,199 shares 16,199 $727K 0.04% -54 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: 1,932 shares; 2024Q4: 1,759 shares; 2025Q1: 2,574 shares; 2025Q2: 2,440 shares; 2025Q3: 1,661 shares; 2025Q4: 1,546 shares 1,546 $725K 0.04% -115 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,066 shares; 2025Q1: 7,266 shares; 2025Q2: 7,703 shares; 2025Q3: 9,733 shares; 2025Q4: 10,596 shares 10,596 $722K 0.04% +863 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: 11,000 shares; 2025Q1: 13,377 shares; 2025Q2: 18,694 shares; 2025Q3: 17,849 shares; 2025Q4: 15,473 shares 15,473 $720K 0.04% -2,376 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 9,288 shares; 2025Q1: 9,233 shares; 2025Q2: 9,433 shares; 2025Q3: 10,146 shares; 2025Q4: 10,366 shares 10,366 $719K 0.04% +220 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 18,705 shares; 2025Q1: 19,596 shares; 2025Q2: 20,251 shares; 2025Q3: 22,552 shares; 2025Q4: 21,981 shares 21,981 $717K 0.04% -571 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 12,226 shares; 2025Q1: 12,348 shares; 2025Q2: 12,989 shares; 2025Q3: 15,772 shares; 2025Q4: 14,796 shares 14,796 $717K 0.04% -976 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 4,354 shares; 2025Q1: 3,499 shares; 2025Q2: 3,497 shares; 2025Q3: 3,726 shares; 2025Q4: 3,675 shares 3,675 $714K 0.04% -51 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 3,084 shares; 2025Q4: 4,415 shares 4,415 $712K 0.04% +1,331 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,674 shares; 2025Q1: 3,416 shares; 2025Q2: 4,107 shares; 2025Q3: 4,411 shares; 2025Q4: 4,356 shares 4,356 $709K 0.04% -55 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: 312 shares; 2024Q4: 313 shares; 2025Q1: 337 shares; 2025Q2: 346 shares; 2025Q3: 342 shares; 2025Q4: 352 shares 352 $709K 0.04% +10 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,935 shares; 2024Q4: 11,935 shares; 2025Q1: 19,242 shares; 2025Q2: 14,811 shares; 2025Q3: 20,828 shares; 2025Q4: 20,828 shares 20,828 $707K 0.04% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,084 shares; 2024Q4: 8,027 shares; 2025Q1: 7,951 shares; 2025Q2: 7,698 shares; 2025Q3: 7,937 shares; 2025Q4: 7,717 shares 7,717 $706K 0.04% -220 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 5,056 shares; 2025Q1: 4,397 shares; 2025Q2: 4,334 shares; 2025Q3: 6,671 shares; 2025Q4: 4,897 shares 4,897 $705K 0.04% -1,774 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 5,048 shares; 2025Q1: 5,377 shares; 2025Q2: 5,362 shares; 2025Q3: 5,272 shares; 2025Q4: 5,153 shares 5,153 $703K 0.04% -119 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: 7,617 shares; 2024Q4: 7,074 shares; 2025Q1: 6,920 shares; 2025Q2: 4,096 shares; 2025Q3: 4,479 shares; 2025Q4: 7,030 shares 7,030 $702K 0.04% +2,551 Timeline SE SEA LTD More: the full row for SEA 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: 1,262 shares; 2025Q3: 1,547 shares; 2025Q4: 5,489 shares 5,489 $700K 0.04% +3,942 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: 10,643 shares; 2024Q4: 10,501 shares; 2025Q1: 10,318 shares; 2025Q2: 11,014 shares; 2025Q3: 10,523 shares; 2025Q4: 10,968 shares 10,968 $699K 0.04% +445 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,369 shares; 2025Q1: 1,393 shares; 2025Q2: 1,519 shares; 2025Q3: 1,820 shares; 2025Q4: 2,308 shares 2,308 $695K 0.04% +488 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,324 shares; 2024Q4: 17,690 shares; 2025Q1: 8,766 shares; 2025Q2: 7,715 shares; 2025Q3: 7,541 shares; 2025Q4: 7,782 shares 7,782 $692K 0.04% +241 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,868 shares; 2025Q1: 7,444 shares; 2025Q2: 8,094 shares; 2025Q3: 8,037 shares; 2025Q4: 6,580 shares 6,580 $691K 0.04% -1,457 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: 8,604 shares; 2024Q4: 9,060 shares; 2025Q1: 9,746 shares; 2025Q2: 9,158 shares; 2025Q3: 9,546 shares; 2025Q4: 8,889 shares 8,889 $688K 0.04% -657 Timeline VGSH 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: 16,628 shares; 2024Q4: 41,824 shares; 2025Q1: 12,398 shares; 2025Q2: 12,533 shares; 2025Q3: 11,669 shares; 2025Q4: 11,703 shares 11,703 $687K 0.04% +34 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY 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: 31,100 shares; 2025Q3: 47,850 shares; 2025Q4: 44,000 shares 44,000 $686K 0.04% -3,850 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,696 shares 38,696 $685K 0.04% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,533 shares; 2024Q4: 30,237 shares; 2025Q1: 30,166 shares; 2025Q2: 27,524 shares; 2025Q3: 31,515 shares; 2025Q4: 26,863 shares 26,863 $684K 0.04% -4,652 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,068 shares; 2024Q4: not reported; 2025Q1: 15,599 shares; 2025Q2: 7,802 shares; 2025Q3: not reported; 2025Q4: 10,353 shares 10,353 $682K 0.04% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 13,735 shares; 2025Q1: 12,894 shares; 2025Q2: 9,329 shares; 2025Q3: 9,361 shares; 2025Q4: 9,223 shares 9,223 $679K 0.04% -138 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,062 shares; 2024Q4: 24,701 shares; 2025Q1: 22,942 shares; 2025Q2: 28,181 shares; 2025Q3: 24,969 shares; 2025Q4: 24,845 shares 24,845 $676K 0.04% -124 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG 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: 70,237 shares 70,237 $671K 0.04% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,339 shares; 2024Q4: 24,373 shares; 2025Q1: 32,023 shares; 2025Q2: 30,548 shares; 2025Q3: 32,710 shares; 2025Q4: 28,630 shares 28,630 $669K 0.04% -4,080 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,509 shares 130,509 $666K 0.04% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 8,191 shares; 2025Q1: 7,351 shares; 2025Q2: 16,665 shares; 2025Q3: 17,028 shares; 2025Q4: 9,729 shares 9,729 $665K 0.04% -7,299 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,169 shares; 2024Q4: 75,598 shares; 2025Q1: 24,209 shares; 2025Q2: 17,730 shares; 2025Q3: 19,784 shares; 2025Q4: 17,643 shares 17,643 $660K 0.04% -2,141 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: 2,830 shares; 2024Q4: 2,953 shares; 2025Q1: 2,364 shares; 2025Q2: 2,852 shares; 2025Q3: 2,340 shares; 2025Q4: 2,281 shares 2,281 $658K 0.04% -59 Timeline IMCB 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: 7,671 shares; 2025Q3: 7,671 shares; 2025Q4: 7,953 shares 7,953 $658K 0.04% +282 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: 38,012 shares; 2024Q4: 37,322 shares; 2025Q1: 72,740 shares; 2025Q2: 5,374 shares; 2025Q3: 79,638 shares; 2025Q4: 4,833 shares 4,833 $653K 0.04% -74,805 Timeline EWZ 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: 17,616 shares; 2025Q2: 13,407 shares; 2025Q3: 14,978 shares; 2025Q4: 20,544 shares 20,544 $653K 0.04% +5,566 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: 4,420 shares; 2024Q4: 4,600 shares; 2025Q1: 4,186 shares; 2025Q2: 3,294 shares; 2025Q3: 3,201 shares; 2025Q4: 2,923 shares 2,923 $652K 0.04% -278 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 6,701 shares; 2025Q1: 8,143 shares; 2025Q2: 8,430 shares; 2025Q3: 8,848 shares; 2025Q4: 8,990 shares 8,990 $652K 0.04% +142 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,094 shares; 2024Q4: 15,488 shares; 2025Q1: 18,023 shares; 2025Q2: 16,730 shares; 2025Q3: 18,683 shares; 2025Q4: 18,604 shares 18,604 $651K 0.04% -79 Timeline VVX V2X INC More: the full row for V2X 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: 11,894 shares 11,894 $649K 0.04% new 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: 13,450 shares; 2025Q1: 21,968 shares; 2025Q2: 19,215 shares; 2025Q3: 16,518 shares; 2025Q4: 19,067 shares 19,067 $645K 0.04% +2,549 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,056 shares; 2024Q4: 30,757 shares; 2025Q1: 63,889 shares; 2025Q2: 67,430 shares; 2025Q3: 38,412 shares; 2025Q4: 31,859 shares 31,859 $645K 0.04% -6,553 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,519 shares; 2025Q1: 1,610 shares; 2025Q2: 2,290 shares; 2025Q3: 2,351 shares; 2025Q4: 2,516 shares 2,516 $644K 0.04% +165 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,260 shares; 2025Q1: 8,303 shares; 2025Q2: 8,277 shares; 2025Q3: 8,105 shares; 2025Q4: 7,575 shares 7,575 $641K 0.04% -530 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: 3,525 shares; 2024Q4: 5,370 shares; 2025Q1: 5,639 shares; 2025Q2: 5,726 shares; 2025Q3: 8,721 shares; 2025Q4: 8,619 shares 8,619 $637K 0.04% -102 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 9,206 shares; 2025Q1: 12,899 shares; 2025Q2: 19,210 shares; 2025Q3: 10,085 shares; 2025Q4: 6,021 shares 6,021 $636K 0.04% -4,064 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,809 shares; 2025Q1: 6,494 shares; 2025Q2: 7,937 shares; 2025Q3: 8,464 shares; 2025Q4: 8,561 shares 8,561 $636K 0.04% +97 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,070 shares 19,070 $635K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,970 shares; 2025Q4: 2,800 shares 2,800 $634K 0.04% +830 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: 5,304 shares; 2024Q4: 8,900 shares; 2025Q1: 11,746 shares; 2025Q2: 5,503 shares; 2025Q3: 5,627 shares; 2025Q4: 13,978 shares 13,978 $634K 0.04% +8,351 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: 5,749 shares; 2024Q4: 6,236 shares; 2025Q1: 6,292 shares; 2025Q2: 6,900 shares; 2025Q3: 6,790 shares; 2025Q4: 6,541 shares 6,541 $633K 0.04% -249 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: 2,287 shares; 2024Q4: 2,976 shares; 2025Q1: 3,280 shares; 2025Q2: 3,908 shares; 2025Q3: 2,454 shares; 2025Q4: 2,780 shares 2,780 $633K 0.04% +326 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: 25,572 shares; 2024Q4: 28,531 shares; 2025Q1: 30,047 shares; 2025Q2: 30,930 shares; 2025Q3: 15,961 shares; 2025Q4: 17,012 shares 17,012 $629K 0.04% +1,051 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,516 shares; 2024Q4: 66,042 shares; 2025Q1: 69,682 shares; 2025Q2: 72,066 shares; 2025Q3: 74,052 shares; 2025Q4: 69,357 shares 69,357 $628K 0.04% -4,695 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 8,808 shares; 2025Q1: 9,997 shares; 2025Q2: 7,660 shares; 2025Q3: 7,100 shares; 2025Q4: 7,079 shares 7,079 $626K 0.04% -21 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,145 shares; 2025Q1: 1,282 shares; 2025Q2: 1,189 shares; 2025Q3: 1,518 shares; 2025Q4: 1,859 shares 1,859 $626K 0.04% +341 Timeline IDV 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: 18,292 shares; 2024Q4: 20,998 shares; 2025Q1: 20,991 shares; 2025Q2: 20,259 shares; 2025Q3: 20,512 shares; 2025Q4: 15,854 shares 15,854 $625K 0.04% -4,658 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS 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: 5,504 shares 5,504 $624K 0.04% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 4,584 shares; 2025Q1: 4,539 shares; 2025Q2: 4,543 shares; 2025Q3: 4,685 shares; 2025Q4: 4,923 shares 4,923 $623K 0.04% +238 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: 6,126 shares; 2024Q4: 6,136 shares; 2025Q1: 6,627 shares; 2025Q2: 6,784 shares; 2025Q3: 7,018 shares; 2025Q4: 7,050 shares 7,050 $622K 0.04% +32 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,187 shares; 2024Q4: 30,403 shares; 2025Q1: 31,524 shares; 2025Q2: 38,858 shares; 2025Q3: 50,699 shares; 2025Q4: 52,963 shares 52,963 $621K 0.04% +2,264 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,677 shares 232,677 $619K 0.04% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,072 shares 5,072 $618K 0.04% new 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: 13,905 shares; 2024Q4: 13,905 shares; 2025Q1: 13,755 shares; 2025Q2: 15,730 shares; 2025Q3: 18,455 shares; 2025Q4: 28,680 shares 28,680 $618K 0.04% +10,225 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,242 shares; 2025Q1: 1,891 shares; 2025Q2: 1,740 shares; 2025Q3: 1,797 shares; 2025Q4: 1,748 shares 1,748 $617K 0.04% -49 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: 1,342 shares; 2025Q2: 2,050 shares; 2025Q3: 1,201 shares; 2025Q4: 908 shares 908 $612K 0.04% -293 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 553 shares; 2025Q1: 1,068 shares; 2025Q2: 1,132 shares; 2025Q3: 1,293 shares; 2025Q4: 1,344 shares 1,344 $610K 0.04% +51 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 612 shares; 2025Q1: 652 shares; 2025Q2: 662 shares; 2025Q3: 929 shares; 2025Q4: 723 shares 723 $608K 0.04% -206 Timeline ECH 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: 21,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,023 shares 15,023 $607K 0.04% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 12,193 shares; 2025Q1: 15,352 shares; 2025Q2: 16,069 shares; 2025Q3: 15,976 shares; 2025Q4: 16,632 shares 16,632 $607K 0.04% +656 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 13,464 shares; 2025Q1: 14,222 shares; 2025Q2: 14,988 shares; 2025Q3: 14,967 shares; 2025Q4: 14,870 shares 14,870 $603K 0.04% -97 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: 4,152 shares; 2024Q4: 4,249 shares; 2025Q1: 4,461 shares; 2025Q2: 4,538 shares; 2025Q3: 4,779 shares; 2025Q4: 4,656 shares 4,656 $601K 0.04% -123 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: 3,664 shares; 2024Q4: 4,277 shares; 2025Q1: 4,321 shares; 2025Q2: 3,047 shares; 2025Q3: 2,992 shares; 2025Q4: 3,302 shares 3,302 $595K 0.04% +310 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,231 shares; 2024Q4: 14,991 shares; 2025Q1: 19,302 shares; 2025Q2: 18,738 shares; 2025Q3: 17,078 shares; 2025Q4: 16,194 shares 16,194 $593K 0.04% -884 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: 4,670 shares; 2024Q4: 5,276 shares; 2025Q1: 7,108 shares; 2025Q2: 7,525 shares; 2025Q3: 9,387 shares; 2025Q4: 9,201 shares 9,201 $592K 0.04% -186 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares 1,598 $589K 0.04% new Timeline VNM 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: 31,819 shares; 2025Q3: 26,596 shares; 2025Q4: 30,818 shares 30,818 $588K 0.04% +4,222 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,361 shares 20,361 $587K 0.04% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,623 shares; 2025Q2: 3,399 shares; 2025Q3: 5,852 shares; 2025Q4: 7,703 shares 7,703 $587K 0.04% +1,851 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,743 shares 2,743 $587K 0.04% new Timeline