NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282,891 shares; 2024Q4: 1,283,762 shares; 2025Q1: 1,750,975 shares; 2025Q2: 1,909,848 shares; 2025Q3: 1,903,188 shares; 2025Q4: 2,293,672 shares 2,293,672 $428M 11.68% +390,484 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: 700,784 shares; 2024Q4: 714,830 shares; 2025Q1: 793,984 shares; 2025Q2: 860,225 shares; 2025Q3: not reported; 2025Q4: 1,284,361 shares 1,284,361 $349M 9.53% new 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: 299,311 shares; 2024Q4: 304,538 shares; 2025Q1: 305,293 shares; 2025Q2: 310,090 shares; 2025Q3: 323,983 shares; 2025Q4: 318,841 shares 318,841 $107M 2.92% -5,142 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,321 shares; 2024Q4: 107,616 shares; 2025Q1: 138,900 shares; 2025Q2: 142,086 shares; 2025Q3: 177,820 shares; 2025Q4: 201,376 shares 201,376 $97.4M 2.66% +23,556 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: 304,785 shares; 2024Q4: 309,898 shares; 2025Q1: 338,096 shares; 2025Q2: 346,618 shares; 2025Q3: not reported; 2025Q4: 390,689 shares 390,689 $90.2M 2.46% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071,768 shares; 2024Q4: 971,276 shares; 2025Q1: 988,110 shares; 2025Q2: 1,032,791 shares; 2025Q3: not reported; 2025Q4: 1,081,856 shares 1,081,856 $82M 2.24% 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: 913,860 shares; 2024Q4: 1,016,093 shares; 2025Q1: 1,096,478 shares; 2025Q2: 1,149,360 shares; 2025Q3: 1,191,019 shares; 2025Q4: 1,236,027 shares 1,236,027 $56.9M 1.55% +45,008 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: 120,921 shares; 2024Q4: 130,790 shares; 2025Q1: 147,091 shares; 2025Q2: 151,970 shares; 2025Q3: 166,400 shares; 2025Q4: 170,217 shares 170,217 $53.3M 1.45% +3,817 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,617 shares; 2024Q4: 333,186 shares; 2025Q1: 339,584 shares; 2025Q2: 606,796 shares; 2025Q3: not reported; 2025Q4: 641,708 shares 641,708 $52.8M 1.44% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,722 shares; 2024Q4: 141,533 shares; 2025Q1: 154,903 shares; 2025Q2: 154,234 shares; 2025Q3: 154,038 shares; 2025Q4: 156,450 shares 156,450 $50.4M 1.38% +2,412 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: 28,870 shares; 2024Q4: 31,057 shares; 2025Q1: 53,340 shares; 2025Q2: 53,169 shares; 2025Q3: 62,474 shares; 2025Q4: 70,943 shares 70,943 $46.8M 1.28% +8,469 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,933 shares; 2024Q4: 710,359 shares; 2025Q1: 699,625 shares; 2025Q2: 750,208 shares; 2025Q3: 1,115,378 shares; 2025Q4: 1,140,188 shares 1,140,188 $45.9M 1.25% +24,810 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,259 shares; 2024Q4: 90,487 shares; 2025Q1: 86,902 shares; 2025Q2: 86,117 shares; 2025Q3: 92,326 shares; 2025Q4: 98,627 shares 98,627 $44.4M 1.21% +6,301 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,585 shares; 2024Q4: 536,611 shares; 2025Q1: 598,829 shares; 2025Q2: 711,820 shares; 2025Q3: not reported; 2025Q4: 824,295 shares 824,295 $43.5M 1.19% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,977 shares; 2024Q4: 90,849 shares; 2025Q1: 102,918 shares; 2025Q2: 98,936 shares; 2025Q3: 119,837 shares; 2025Q4: 123,702 shares 123,702 $42.8M 1.17% +3,865 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: 174,039 shares; 2024Q4: 187,782 shares; 2025Q1: 189,256 shares; 2025Q2: 205,754 shares; 2025Q3: 215,576 shares; 2025Q4: 219,290 shares 219,290 $41.9M 1.14% +3,714 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,085 shares; 2024Q4: 571,438 shares; 2025Q1: 672,822 shares; 2025Q2: 688,315 shares; 2025Q3: 736,317 shares; 2025Q4: 725,240 shares 725,240 $41.5M 1.13% -11,077 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: 986,029 shares; 2024Q4: 1,095,102 shares; 2025Q1: 1,217,800 shares; 2025Q2: 1,340,058 shares; 2025Q3: 1,404,986 shares; 2025Q4: 1,439,620 shares 1,439,620 $38.4M 1.05% +34,634 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: 312,097 shares; 2024Q4: 302,703 shares; 2025Q1: 321,887 shares; 2025Q2: 322,928 shares; 2025Q3: 324,303 shares; 2025Q4: 321,083 shares 321,083 $35.8M 0.98% -3,220 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,447 shares; 2024Q4: 308,264 shares; 2025Q1: 361,738 shares; 2025Q2: 390,657 shares; 2025Q3: 411,160 shares; 2025Q4: 440,130 shares 440,130 $34.3M 0.94% +28,970 Timeline JGRO 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: 266,734 shares; 2024Q4: 285,315 shares; 2025Q1: 280,873 shares; 2025Q2: 309,405 shares; 2025Q3: 318,905 shares; 2025Q4: 326,449 shares 326,449 $30.3M 0.83% +7,544 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: 65,402 shares; 2024Q4: 64,487 shares; 2025Q1: 61,062 shares; 2025Q2: 60,262 shares; 2025Q3: 52,043 shares; 2025Q4: 53,089 shares 53,089 $30.1M 0.82% +1,046 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: 173,214 shares; 2024Q4: 176,525 shares; 2025Q1: 175,651 shares; 2025Q2: 182,319 shares; 2025Q3: 162,571 shares; 2025Q4: 163,675 shares 163,675 $29.1M 0.79% +1,104 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: 43,285 shares; 2024Q4: 43,792 shares; 2025Q1: 66,761 shares; 2025Q2: 66,396 shares; 2025Q3: 86,347 shares; 2025Q4: 92,299 shares 92,299 $29M 0.79% +5,952 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: 239,699 shares; 2024Q4: 287,952 shares; 2025Q1: 309,563 shares; 2025Q2: 336,170 shares; 2025Q3: 344,899 shares; 2025Q4: 355,786 shares 355,786 $28.5M 0.78% +10,887 Timeline IVLU 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: 457,122 shares; 2024Q4: 418,645 shares; 2025Q1: 420,748 shares; 2025Q2: 692,273 shares; 2025Q3: 730,552 shares; 2025Q4: 743,356 shares 743,356 $28.3M 0.77% +12,804 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: 27,145 shares; 2024Q4: 24,258 shares; 2025Q1: 19,808 shares; 2025Q2: 29,727 shares; 2025Q3: not reported; 2025Q4: 51,934 shares 51,934 $26.1M 0.71% new 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: 203,482 shares; 2024Q4: 220,938 shares; 2025Q1: 262,922 shares; 2025Q2: 282,136 shares; 2025Q3: 294,974 shares; 2025Q4: 300,392 shares 300,392 $25.4M 0.69% +5,418 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: 66,485 shares; 2024Q4: 69,050 shares; 2025Q1: 96,278 shares; 2025Q2: 102,432 shares; 2025Q3: 106,670 shares; 2025Q4: 108,684 shares 108,684 $24.8M 0.68% +2,014 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: 42,722 shares; 2024Q4: 40,035 shares; 2025Q1: 39,699 shares; 2025Q2: 39,474 shares; 2025Q3: 34,835 shares; 2025Q4: 34,630 shares 34,630 $23.4M 0.64% -205 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: 189,519 shares; 2024Q4: 182,657 shares; 2025Q1: 182,971 shares; 2025Q2: 184,393 shares; 2025Q3: 193,103 shares; 2025Q4: 192,300 shares 192,300 $23.1M 0.63% -803 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,102 shares; 2025Q2: 68,463 shares; 2025Q3: 161,579 shares; 2025Q4: 212,267 shares 212,267 $21.3M 0.58% +50,688 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,599 shares; 2024Q4: 175,290 shares; 2025Q1: 218,619 shares; 2025Q2: 246,772 shares; 2025Q3: 294,663 shares; 2025Q4: 359,246 shares 359,246 $20.9M 0.57% +64,583 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,559 shares; 2025Q3: 107,223 shares; 2025Q4: 170,810 shares 170,810 $20.7M 0.56% +63,587 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: 200,533 shares; 2024Q4: 200,816 shares; 2025Q1: 198,879 shares; 2025Q2: 207,710 shares; 2025Q3: 211,814 shares; 2025Q4: 211,577 shares 211,577 $19.7M 0.54% -237 Timeline QYLD 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: 873,291 shares; 2024Q4: 1,102,385 shares; 2025Q1: 1,300,735 shares; 2025Q2: 1,279,039 shares; 2025Q3: 1,205,865 shares; 2025Q4: 1,099,407 shares 1,099,407 $19.4M 0.53% -106,458 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: 27,477 shares; 2024Q4: 27,225 shares; 2025Q1: 29,199 shares; 2025Q2: 37,719 shares; 2025Q3: 31,779 shares; 2025Q4: 32,992 shares 32,992 $18.8M 0.51% +1,213 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,954 shares; 2024Q4: 506,300 shares; 2025Q1: 517,187 shares; 2025Q2: 245,298 shares; 2025Q3: not reported; 2025Q4: 241,766 shares 241,766 $18.6M 0.51% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,142 shares; 2024Q4: 42,486 shares; 2025Q1: 45,636 shares; 2025Q2: 46,428 shares; 2025Q3: 49,397 shares; 2025Q4: 52,728 shares 52,728 $18.5M 0.5% +3,331 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: 19,800 shares; 2024Q4: 20,962 shares; 2025Q1: 25,326 shares; 2025Q2: 25,318 shares; 2025Q3: 27,329 shares; 2025Q4: 30,090 shares 30,090 $18.5M 0.5% +2,761 Timeline JCPB 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: 345,523 shares; 2024Q4: 318,801 shares; 2025Q1: 324,298 shares; 2025Q2: 339,497 shares; 2025Q3: 355,898 shares; 2025Q4: 361,338 shares 361,338 $17.1M 0.47% +5,440 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,219 shares; 2024Q4: 77,646 shares; 2025Q1: 116,222 shares; 2025Q2: 121,536 shares; 2025Q3: 125,208 shares; 2025Q4: 996,015 shares 996,015 $16.6M 0.45% +870,807 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,136 shares; 2024Q4: 133,043 shares; 2025Q1: 132,546 shares; 2025Q2: 131,412 shares; 2025Q3: 114,875 shares; 2025Q4: 114,620 shares 114,620 $16.6M 0.45% -255 Timeline XYLD 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: 352,374 shares; 2024Q4: 457,194 shares; 2025Q1: 539,030 shares; 2025Q2: 529,454 shares; 2025Q3: 447,518 shares; 2025Q4: 407,879 shares 407,879 $16.6M 0.45% -39,639 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: 33,630 shares; 2024Q4: 30,896 shares; 2025Q1: 24,485 shares; 2025Q2: 25,679 shares; 2025Q3: 22,616 shares; 2025Q4: 24,266 shares 24,266 $16.5M 0.45% +1,650 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,447 shares; 2024Q4: 74,195 shares; 2025Q1: 74,490 shares; 2025Q2: 77,190 shares; 2025Q3: 80,251 shares; 2025Q4: 79,775 shares 79,775 $15.8M 0.43% -476 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: 170,187 shares; 2024Q4: 171,956 shares; 2025Q1: 166,221 shares; 2025Q2: 288,639 shares; 2025Q3: not reported; 2025Q4: 271,228 shares 271,228 $14.9M 0.41% new Timeline VOE 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: 5,171 shares; 2024Q4: 4,978 shares; 2025Q1: 82,993 shares; 2025Q2: 82,935 shares; 2025Q3: 83,058 shares; 2025Q4: 82,812 shares 82,812 $14.7M 0.4% -246 Timeline IWP 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: 120,902 shares; 2024Q4: 110,529 shares; 2025Q1: 110,621 shares; 2025Q2: 110,630 shares; 2025Q3: 110,399 shares; 2025Q4: 106,707 shares 106,707 $14.6M 0.4% -3,692 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: 71,550 shares; 2024Q4: 65,807 shares; 2025Q1: 65,605 shares; 2025Q2: 66,206 shares; 2025Q3: 54,853 shares; 2025Q4: 55,037 shares 55,037 $14.6M 0.4% +184 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: 1,333 shares; 2024Q4: 1,203 shares; 2025Q1: 16,969 shares; 2025Q2: 18,888 shares; 2025Q3: 47,684 shares; 2025Q4: 48,595 shares 48,595 $14.1M 0.39% +911 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: 49,926 shares; 2024Q4: 52,205 shares; 2025Q1: 47,211 shares; 2025Q2: 50,798 shares; 2025Q3: 67,116 shares; 2025Q4: 67,277 shares 67,277 $13.9M 0.38% +161 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 26,204 shares; 2025Q1: 25,819 shares; 2025Q2: 25,907 shares; 2025Q3: 24,183 shares; 2025Q4: 23,908 shares 23,908 $13.7M 0.37% -275 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,599 shares; 2024Q4: 14,261 shares; 2025Q1: 11,563 shares; 2025Q2: 11,926 shares; 2025Q3: 11,740 shares; 2025Q4: 12,682 shares 12,682 $13.6M 0.37% +942 Timeline AOM 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: 232,436 shares; 2024Q4: 254,693 shares; 2025Q1: 273,829 shares; 2025Q2: 280,175 shares; 2025Q3: 278,968 shares; 2025Q4: 281,500 shares 281,500 $13.4M 0.37% +2,532 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: 127,104 shares; 2024Q4: 137,065 shares; 2025Q1: 137,340 shares; 2025Q2: 139,227 shares; 2025Q3: 145,625 shares; 2025Q4: 133,499 shares 133,499 $13.3M 0.36% -12,126 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: 78,279 shares; 2024Q4: 61,483 shares; 2025Q1: 16,007 shares; 2025Q2: 17,079 shares; 2025Q3: 20,246 shares; 2025Q4: 21,123 shares 21,123 $13.2M 0.36% +877 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,439 shares; 2024Q4: 12,378 shares; 2025Q1: 12,507 shares; 2025Q2: 48,392 shares; 2025Q3: not reported; 2025Q4: 49,787 shares 49,787 $12.8M 0.35% new Timeline RYLD 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: 638,429 shares; 2024Q4: 942,986 shares; 2025Q1: 1,184,631 shares; 2025Q2: 1,163,591 shares; 2025Q3: 1,009,634 shares; 2025Q4: 831,825 shares 831,825 $12.7M 0.35% -177,809 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 24,156 shares; 2025Q1: 30,648 shares; 2025Q2: 28,574 shares; 2025Q3: 30,083 shares; 2025Q4: 30,121 shares 30,121 $12.7M 0.35% +38 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,421 shares; 2024Q4: 351,357 shares; 2025Q1: 597,832 shares; 2025Q2: 622,372 shares; 2025Q3: 625,975 shares; 2025Q4: 643,896 shares 643,896 $12.7M 0.35% +17,921 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: 19,314 shares; 2025Q1: 24,459 shares; 2025Q2: 25,765 shares; 2025Q3: 39,648 shares; 2025Q4: 41,319 shares 41,319 $12.6M 0.34% +1,671 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: 178,789 shares; 2024Q4: 172,581 shares; 2025Q1: 203,677 shares; 2025Q2: 205,676 shares; 2025Q3: 173,880 shares; 2025Q4: 169,547 shares 169,547 $12.5M 0.34% -4,333 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: 117,047 shares; 2024Q4: 126,244 shares; 2025Q1: 141,263 shares; 2025Q2: 150,799 shares; 2025Q3: 161,708 shares; 2025Q4: 153,459 shares 153,459 $12.3M 0.34% -8,249 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: 60,368 shares; 2024Q4: 63,598 shares; 2025Q1: 77,005 shares; 2025Q2: 77,583 shares; 2025Q3: 79,020 shares; 2025Q4: 84,309 shares 84,309 $12.1M 0.33% +5,289 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,205 shares; 2024Q4: 94,039 shares; 2025Q1: 102,726 shares; 2025Q2: 111,812 shares; 2025Q3: not reported; 2025Q4: 128,635 shares 128,635 $11.8M 0.32% 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: 110,690 shares; 2024Q4: 103,407 shares; 2025Q1: 103,178 shares; 2025Q2: 103,570 shares; 2025Q3: 92,159 shares; 2025Q4: 91,224 shares 91,224 $11.8M 0.32% -935 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: 20,181 shares; 2024Q4: 19,881 shares; 2025Q1: 15,598 shares; 2025Q2: 16,516 shares; 2025Q3: not reported; 2025Q4: 54,104 shares 54,104 $11.6M 0.32% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,924 shares; 2024Q4: 71,747 shares; 2025Q1: 74,253 shares; 2025Q2: 76,706 shares; 2025Q3: 93,859 shares; 2025Q4: 91,545 shares 91,545 $11.5M 0.31% -2,314 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,711 shares; 2025Q1: 1,872 shares; 2025Q2: 2,772 shares; 2025Q3: 13,106 shares; 2025Q4: 17,077 shares 17,077 $11.2M 0.3% +3,971 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: 3,471 shares; 2024Q4: 3,699 shares; 2025Q1: 4,503 shares; 2025Q2: 4,066 shares; 2025Q3: 5,915 shares; 2025Q4: 5,457 shares 5,457 $11M 0.3% -458 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,405 shares; 2024Q4: 243,668 shares; 2025Q1: 273,323 shares; 2025Q2: 299,313 shares; 2025Q3: 442,157 shares; 2025Q4: 475,701 shares 475,701 $10.5M 0.29% +33,544 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: 9,282 shares; 2024Q4: 9,275 shares; 2025Q1: 15,257 shares; 2025Q2: 14,030 shares; 2025Q3: 8,589 shares; 2025Q4: 8,537 shares 8,537 $10.4M 0.28% -52 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: 6,173 shares; 2024Q4: 167,992 shares; 2025Q1: 194,020 shares; 2025Q2: 193,608 shares; 2025Q3: 205,672 shares; 2025Q4: 215,137 shares 215,137 $10.3M 0.28% +9,465 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: 44,302 shares; 2024Q4: 45,982 shares; 2025Q1: 54,486 shares; 2025Q2: 71,410 shares; 2025Q3: 126,393 shares; 2025Q4: 133,543 shares 133,543 $10.3M 0.28% +7,150 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: 19,944 shares; 2024Q4: 41,547 shares; 2025Q1: 41,735 shares; 2025Q2: 42,183 shares; 2025Q3: 51,171 shares; 2025Q4: 55,516 shares 55,516 $10.2M 0.28% +4,345 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: 47,306 shares; 2024Q4: 49,047 shares; 2025Q1: 52,425 shares; 2025Q2: 54,465 shares; 2025Q3: 32,682 shares; 2025Q4: 33,162 shares 33,162 $10.1M 0.28% +480 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: 8,079 shares; 2024Q4: 8,311 shares; 2025Q1: 8,955 shares; 2025Q2: 9,065 shares; 2025Q3: 11,640 shares; 2025Q4: 11,543 shares 11,543 $9.95M 0.27% -97 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,767 shares; 2024Q4: 157,920 shares; 2025Q1: 216,765 shares; 2025Q2: 218,166 shares; 2025Q3: 193,099 shares; 2025Q4: 193,459 shares 193,459 $9.73M 0.27% +360 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: 222,408 shares; 2024Q4: 287,496 shares; 2025Q1: 297,229 shares; 2025Q2: 285,720 shares; 2025Q3: 293,376 shares; 2025Q4: 299,701 shares 299,701 $9.61M 0.26% +6,325 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: 34,081 shares; 2024Q4: 33,821 shares; 2025Q1: 34,941 shares; 2025Q2: 34,471 shares; 2025Q3: 26,236 shares; 2025Q4: 26,441 shares 26,441 $9.25M 0.25% +205 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: 50,123 shares; 2024Q4: 55,358 shares; 2025Q1: 61,922 shares; 2025Q2: 67,198 shares; 2025Q3: 70,832 shares; 2025Q4: 71,430 shares 71,430 $9.12M 0.25% +598 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: 4,819 shares; 2024Q4: 5,443 shares; 2025Q1: 8,454 shares; 2025Q2: 10,001 shares; 2025Q3: 18,096 shares; 2025Q4: 19,440 shares 19,440 $9.11M 0.25% +1,344 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,234 shares; 2025Q3: not reported; 2025Q4: 122,117 shares 122,117 $9.07M 0.25% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,010 shares; 2025Q3: 56,876 shares; 2025Q4: 127,047 shares 127,047 $8.95M 0.24% +70,171 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,871 shares; 2024Q4: 215,793 shares; 2025Q1: 206,842 shares; 2025Q2: 206,606 shares; 2025Q3: 171,134 shares; 2025Q4: 170,371 shares 170,371 $8.93M 0.24% -763 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,097 shares; 2024Q4: 56,467 shares; 2025Q1: 55,436 shares; 2025Q2: 55,496 shares; 2025Q3: 51,528 shares; 2025Q4: 54,055 shares 54,055 $8.61M 0.24% +2,527 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: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,696 shares; 2025Q2: 49,800 shares; 2025Q3: 51,914 shares; 2025Q4: 52,750 shares 52,750 $8.49M 0.23% +836 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,365 shares; 2025Q2: 229,675 shares; 2025Q3: 256,160 shares; 2025Q4: 286,780 shares 286,780 $8.47M 0.23% +30,620 Timeline VYMI 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: 178,435 shares; 2024Q4: 178,322 shares; 2025Q1: 107,694 shares; 2025Q2: 104,851 shares; 2025Q3: 101,165 shares; 2025Q4: 94,012 shares 94,012 $8.46M 0.23% -7,153 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,699 shares; 2024Q4: 713,699 shares; 2025Q1: 713,699 shares; 2025Q2: 713,699 shares; 2025Q3: 713,699 shares; 2025Q4: 713,948 shares 713,948 $8.15M 0.22% +249 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: 125,211 shares; 2024Q4: 118,786 shares; 2025Q1: 121,543 shares; 2025Q2: 214,115 shares; 2025Q3: 123,394 shares; 2025Q4: 131,366 shares 131,366 $7.9M 0.22% +7,972 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: 42,748 shares; 2024Q4: 45,175 shares; 2025Q1: 42,402 shares; 2025Q2: 42,481 shares; 2025Q3: 38,993 shares; 2025Q4: 38,783 shares 38,783 $7.87M 0.21% -210 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: 7,318 shares; 2024Q4: 2,636 shares; 2025Q1: 3,241 shares; 2025Q2: 49,536 shares; 2025Q3: 58,449 shares; 2025Q4: 63,949 shares 63,949 $7.85M 0.21% +5,500 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,027 shares; 2024Q4: 326,688 shares; 2025Q1: 347,725 shares; 2025Q2: 349,147 shares; 2025Q3: 360,559 shares; 2025Q4: 380,070 shares 380,070 $7.83M 0.21% +19,511 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: 3,341 shares; 2024Q4: 2,857 shares; 2025Q1: 4,189 shares; 2025Q2: 4,582 shares; 2025Q3: 6,635 shares; 2025Q4: 83,104 shares 83,104 $7.79M 0.21% +76,469 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,052 shares; 2025Q3: 31,085 shares; 2025Q4: 30,962 shares 30,962 $7.77M 0.21% -123 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: 343 shares; 2025Q1: 315 shares; 2025Q2: 374 shares; 2025Q3: 6,752 shares; 2025Q4: 7,253 shares 7,253 $7.76M 0.21% +501 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,591 shares; 2024Q4: 351,044 shares; 2025Q1: 375,855 shares; 2025Q2: 378,395 shares; 2025Q3: 389,826 shares; 2025Q4: 409,561 shares 409,561 $7.71M 0.21% +19,735 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,397 shares; 2024Q4: 81,387 shares; 2025Q1: 408,361 shares; 2025Q2: 410,340 shares; 2025Q3: 423,561 shares; 2025Q4: 455,163 shares 455,163 $7.7M 0.21% +31,602 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: 15,210 shares; 2024Q4: 9,621 shares; 2025Q1: 19,790 shares; 2025Q2: 25,208 shares; 2025Q3: 42,132 shares; 2025Q4: 44,992 shares 44,992 $7.7M 0.21% +2,860 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: 2,069 shares; 2024Q4: 1,530 shares; 2025Q1: 1,564 shares; 2025Q2: 48,086 shares; 2025Q3: 58,952 shares; 2025Q4: 64,157 shares 64,157 $7.68M 0.21% +5,205 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,097 shares; 2025Q1: 3,433 shares; 2025Q2: 5,439 shares; 2025Q3: not reported; 2025Q4: 65,647 shares 65,647 $7.57M 0.21% new Timeline HELO 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: 125,526 shares; 2024Q4: 122,606 shares; 2025Q1: 313,635 shares; 2025Q2: 319,356 shares; 2025Q3: 117,294 shares; 2025Q4: 106,543 shares 106,543 $7.08M 0.19% -10,751 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: 16,063 shares; 2024Q4: 16,562 shares; 2025Q1: 19,356 shares; 2025Q2: 19,490 shares; 2025Q3: 19,912 shares; 2025Q4: 19,662 shares 19,662 $6.77M 0.18% -250 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: 8,123 shares; 2024Q4: 11,467 shares; 2025Q1: 13,173 shares; 2025Q2: 21,119 shares; 2025Q3: 30,654 shares; 2025Q4: 37,968 shares 37,968 $6.75M 0.18% +7,314 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: 1,102 shares; 2024Q4: 1,128 shares; 2025Q1: 1,279 shares; 2025Q2: 17,200 shares; 2025Q3: 22,754 shares; 2025Q4: 24,530 shares 24,530 $6.7M 0.18% +1,776 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: 76,424 shares; 2024Q4: 36,492 shares; 2025Q1: 38,862 shares; 2025Q2: 36,082 shares; 2025Q3: not reported; 2025Q4: 43,889 shares 43,889 $6.69M 0.18% new Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 96,495 shares; 2025Q4: 75,455 shares 75,455 $6.64M 0.18% -21,040 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: 6,634 shares; 2024Q4: 6,558 shares; 2025Q1: 7,947 shares; 2025Q2: 9,545 shares; 2025Q3: 6,978 shares; 2025Q4: 7,479 shares 7,479 $6.57M 0.18% +501 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: 37,378 shares; 2024Q4: 36,404 shares; 2025Q1: 42,132 shares; 2025Q2: 20,871 shares; 2025Q3: 18,529 shares; 2025Q4: 18,931 shares 18,931 $6.25M 0.17% +402 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 29,570 shares; 2025Q1: 44,389 shares; 2025Q2: 47,620 shares; 2025Q3: not reported; 2025Q4: 47,546 shares 47,546 $5.96M 0.16% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,547 shares; 2024Q4: 214,246 shares; 2025Q1: 212,553 shares; 2025Q2: 208,278 shares; 2025Q3: 161,097 shares; 2025Q4: 154,239 shares 154,239 $5.94M 0.16% -6,858 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: 2,127 shares; 2024Q4: 7,568 shares; 2025Q1: 7,559 shares; 2025Q2: 9,235 shares; 2025Q3: 14,154 shares; 2025Q4: 20,623 shares 20,623 $5.89M 0.16% +6,469 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 117,667 shares; 2025Q3: 117,819 shares; 2025Q4: 119,236 shares 119,236 $5.45M 0.15% +1,417 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: 23,295 shares; 2024Q4: 23,019 shares; 2025Q1: 24,130 shares; 2025Q2: 27,382 shares; 2025Q3: 34,382 shares; 2025Q4: 37,547 shares 37,547 $5.38M 0.15% +3,165 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: 6,741 shares; 2024Q4: 7,798 shares; 2025Q1: 8,143 shares; 2025Q2: 7,558 shares; 2025Q3: 5,786 shares; 2025Q4: 6,108 shares 6,108 $5.37M 0.15% +322 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,693 shares; 2025Q2: 20,538 shares; 2025Q3: 30,221 shares; 2025Q4: 32,981 shares 32,981 $5.34M 0.15% +2,760 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: 21,695 shares; 2024Q4: 22,828 shares; 2025Q1: 23,105 shares; 2025Q2: 23,195 shares; 2025Q3: 23,021 shares; 2025Q4: 24,296 shares 24,296 $5.34M 0.15% +1,275 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 40,096 shares; 2025Q1: 41,051 shares; 2025Q2: 41,246 shares; 2025Q3: 34,883 shares; 2025Q4: 32,148 shares 32,148 $5.34M 0.15% -2,735 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,728 shares; 2024Q4: 391,329 shares; 2025Q1: 367,073 shares; 2025Q2: 353,031 shares; 2025Q3: 443,364 shares; 2025Q4: 491,057 shares 491,057 $5.26M 0.14% +47,693 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: 41,592 shares; 2024Q4: 41,555 shares; 2025Q1: 40,765 shares; 2025Q2: 41,613 shares; 2025Q3: 38,649 shares; 2025Q4: 38,477 shares 38,477 $5.25M 0.14% -172 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: 10,162 shares; 2024Q4: 18,456 shares; 2025Q1: 19,051 shares; 2025Q2: 20,264 shares; 2025Q3: 25,023 shares; 2025Q4: 26,759 shares 26,759 $5.22M 0.14% +1,736 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,572 shares; 2024Q4: 154,246 shares; 2025Q1: 147,250 shares; 2025Q2: 148,790 shares; 2025Q3: 125,128 shares; 2025Q4: 122,011 shares 122,011 $5.21M 0.14% -3,117 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: 73,266 shares; 2024Q4: 71,694 shares; 2025Q1: 72,191 shares; 2025Q2: 70,955 shares; 2025Q3: 71,129 shares; 2025Q4: 69,971 shares 69,971 $5.07M 0.14% -1,158 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: 21,170 shares; 2024Q4: 21,908 shares; 2025Q1: 21,146 shares; 2025Q2: 20,522 shares; 2025Q3: 32,758 shares; 2025Q4: 35,262 shares 35,262 $5.06M 0.14% +2,504 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: 18,442 shares; 2024Q4: 18,510 shares; 2025Q1: 20,937 shares; 2025Q2: 21,687 shares; 2025Q3: 26,727 shares; 2025Q4: 27,510 shares 27,510 $5.05M 0.14% +783 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: 28,416 shares; 2024Q4: 40,210 shares; 2025Q1: 107,587 shares; 2025Q2: 92,847 shares; 2025Q3: 98,736 shares; 2025Q4: 97,822 shares 97,822 $4.95M 0.14% -914 Timeline NVDX ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 20,000 shares; 2025Q3: 283,333 shares; 2025Q4: 283,333 shares 283,333 $4.85M 0.13% 0 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: 3,961 shares; 2024Q4: 7,770 shares; 2025Q1: 20,682 shares; 2025Q2: 32,118 shares; 2025Q3: 49,612 shares; 2025Q4: 58,860 shares 58,860 $4.81M 0.13% +9,248 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: 124,118 shares; 2024Q4: 127,991 shares; 2025Q1: 134,255 shares; 2025Q2: 73,804 shares; 2025Q3: 48,530 shares; 2025Q4: 44,879 shares 44,879 $4.72M 0.13% -3,651 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,021 shares; 2025Q1: 24,006 shares; 2025Q2: 31,193 shares; 2025Q3: not reported; 2025Q4: 35,720 shares 35,720 $4.68M 0.13% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 7,127 shares; 2025Q1: 6,881 shares; 2025Q2: 7,481 shares; 2025Q3: 7,167 shares; 2025Q4: 6,757 shares 6,757 $4.63M 0.13% -410 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: not reported; 2025Q1: 1,798 shares; 2025Q2: 532 shares; 2025Q3: 5,180 shares; 2025Q4: 6,757 shares 6,757 $4.55M 0.12% +1,577 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,649 shares; 2024Q4: 771,993 shares; 2025Q1: 832,813 shares; 2025Q2: 833,167 shares; 2025Q3: 806,641 shares; 2025Q4: 304,238 shares 304,238 $4.55M 0.12% -502,403 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,909 shares; 2024Q4: 18,126 shares; 2025Q1: 18,495 shares; 2025Q2: 19,801 shares; 2025Q3: not reported; 2025Q4: 20,810 shares 20,810 $4.52M 0.12% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,036 shares; 2024Q4: 50,146 shares; 2025Q1: 50,573 shares; 2025Q2: 53,192 shares; 2025Q3: not reported; 2025Q4: 64,191 shares 64,191 $4.49M 0.12% new 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: 20,454 shares; 2024Q4: 22,311 shares; 2025Q1: 22,368 shares; 2025Q2: 20,307 shares; 2025Q3: 18,978 shares; 2025Q4: 18,161 shares 18,161 $4.47M 0.12% -817 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: 11,709 shares; 2024Q4: 11,601 shares; 2025Q1: 15,220 shares; 2025Q2: 20,607 shares; 2025Q3: 28,965 shares; 2025Q4: 28,890 shares 28,890 $4.45M 0.12% -75 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,804 shares; 2025Q2: 17,177 shares; 2025Q3: 22,634 shares; 2025Q4: 22,358 shares 22,358 $4.41M 0.12% -276 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: 6,471 shares; 2024Q4: 9,622 shares; 2025Q1: 15,125 shares; 2025Q2: 12,608 shares; 2025Q3: 19,668 shares; 2025Q4: 19,770 shares 19,770 $4.34M 0.12% +102 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,895 shares; 2025Q2: 89,895 shares; 2025Q3: not reported; 2025Q4: 88,895 shares 88,895 $4.33M 0.12% 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: 156,217 shares; 2024Q4: 241,872 shares; 2025Q1: 257,892 shares; 2025Q2: 98,486 shares; 2025Q3: 105,132 shares; 2025Q4: 122,064 shares 122,064 $4.21M 0.11% +16,932 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,538 shares; 2025Q3: 12,522 shares; 2025Q4: 78,020 shares 78,020 $4.11M 0.11% +65,498 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: not reported; 2024Q4: 67,000 shares; 2025Q1: 65,423 shares; 2025Q2: 61,145 shares; 2025Q3: 66,295 shares; 2025Q4: 51,341 shares 51,341 $4M 0.11% -14,954 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: 15,093 shares; 2024Q4: 17,389 shares; 2025Q1: 19,993 shares; 2025Q2: 19,555 shares; 2025Q3: 8,326 shares; 2025Q4: 8,250 shares 8,250 $3.99M 0.11% -76 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: 181,364 shares; 2024Q4: 173,074 shares; 2025Q1: 82,462 shares; 2025Q2: 70,098 shares; 2025Q3: 66,796 shares; 2025Q4: 59,062 shares 59,062 $3.97M 0.11% -7,734 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: 43,533 shares; 2024Q4: 41,719 shares; 2025Q1: 41,692 shares; 2025Q2: 45,376 shares; 2025Q3: 48,719 shares; 2025Q4: 36,863 shares 36,863 $3.95M 0.11% -11,856 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: 1,912 shares; 2024Q4: 2,836 shares; 2025Q1: 3,813 shares; 2025Q2: 9,133 shares; 2025Q3: 9,848 shares; 2025Q4: 9,527 shares 9,527 $3.78M 0.1% -321 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,939 shares; 2024Q4: 22,513 shares; 2025Q1: 19,917 shares; 2025Q2: 19,951 shares; 2025Q3: 16,388 shares; 2025Q4: 21,143 shares 21,143 $3.71M 0.1% +4,755 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: 17,058 shares; 2024Q4: 20,510 shares; 2025Q1: 28,944 shares; 2025Q2: 45,028 shares; 2025Q3: 56,757 shares; 2025Q4: 64,167 shares 64,167 $3.7M 0.1% +7,410 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: 73,723 shares; 2024Q4: 70,676 shares; 2025Q1: 70,431 shares; 2025Q2: 102,327 shares; 2025Q3: 127,170 shares; 2025Q4: 146,712 shares 146,712 $3.65M 0.1% +19,542 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: 32,977 shares; 2024Q4: 36,276 shares; 2025Q1: 32,721 shares; 2025Q2: 31,026 shares; 2025Q3: not reported; 2025Q4: 29,811 shares 29,811 $3.39M 0.09% new 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: 7,104 shares; 2024Q4: 7,857 shares; 2025Q1: 8,669 shares; 2025Q2: 9,035 shares; 2025Q3: 9,700 shares; 2025Q4: 10,737 shares 10,737 $3.31M 0.09% +1,037 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: 26,618 shares; 2024Q4: 32,774 shares; 2025Q1: 32,706 shares; 2025Q2: 34,245 shares; 2025Q3: 36,160 shares; 2025Q4: 34,769 shares 34,769 $3.25M 0.09% -1,391 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: 27,466 shares; 2024Q4: 142,043 shares; 2025Q1: 158,908 shares; 2025Q2: 112,491 shares; 2025Q3: 149,992 shares; 2025Q4: 195,384 shares 195,384 $3.22M 0.09% +45,392 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: 31,467 shares; 2024Q4: 45,390 shares; 2025Q1: 46,615 shares; 2025Q2: 55,730 shares; 2025Q3: 126,957 shares; 2025Q4: 128,076 shares 128,076 $3.18M 0.09% +1,119 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,098 shares; 2025Q1: 3,539 shares; 2025Q2: 2,961 shares; 2025Q3: 4,388 shares; 2025Q4: 20,348 shares 20,348 $3.12M 0.09% +15,960 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: 19,103 shares; 2024Q4: 18,728 shares; 2025Q1: 18,965 shares; 2025Q2: 18,125 shares; 2025Q3: 15,363 shares; 2025Q4: 10,022 shares 10,022 $3.11M 0.08% -5,341 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 17,781 shares; 2025Q3: 24,122 shares; 2025Q4: 24,056 shares 24,056 $3.07M 0.08% -66 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: 13,107 shares; 2024Q4: 13,055 shares; 2025Q1: 14,177 shares; 2025Q2: 14,673 shares; 2025Q3: 15,372 shares; 2025Q4: 16,966 shares 16,966 $2.94M 0.08% +1,594 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,713 shares; 2024Q4: 179,449 shares; 2025Q1: 183,809 shares; 2025Q2: 170,492 shares; 2025Q3: 171,016 shares; 2025Q4: 125,392 shares 125,392 $2.93M 0.08% -45,624 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,181 shares; 2024Q4: 29,181 shares; 2025Q1: 29,808 shares; 2025Q2: 29,501 shares; 2025Q3: 29,709 shares; 2025Q4: 29,677 shares 29,677 $2.86M 0.08% -32 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: 5,727 shares; 2024Q4: 6,309 shares; 2025Q1: 6,552 shares; 2025Q2: 9,242 shares; 2025Q3: 9,629 shares; 2025Q4: 9,607 shares 9,607 $2.85M 0.08% -22 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: 13,731 shares; 2024Q4: 13,930 shares; 2025Q1: 13,822 shares; 2025Q2: 14,161 shares; 2025Q3: 15,352 shares; 2025Q4: 15,300 shares 15,300 $2.83M 0.08% -52 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,132 shares; 2024Q4: 36,319 shares; 2025Q1: 37,039 shares; 2025Q2: 35,755 shares; 2025Q3: 29,094 shares; 2025Q4: 18,838 shares 18,838 $2.83M 0.08% -10,256 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,527 shares; 2024Q4: 25,089 shares; 2025Q1: 22,431 shares; 2025Q2: 22,479 shares; 2025Q3: 22,608 shares; 2025Q4: 23,381 shares 23,381 $2.81M 0.08% +773 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,909 shares; 2024Q4: 276,082 shares; 2025Q1: 273,300 shares; 2025Q2: 239,778 shares; 2025Q3: 197,035 shares; 2025Q4: 154,323 shares 154,323 $2.78M 0.08% -42,712 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,781 shares; 2024Q4: 338,937 shares; 2025Q1: 588,881 shares; 2025Q2: 597,536 shares; 2025Q3: 618,860 shares; 2025Q4: 140,048 shares 140,048 $2.74M 0.07% -478,812 Timeline DFAS 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: 178,837 shares; 2024Q4: 197,806 shares; 2025Q1: 136,666 shares; 2025Q2: 165,649 shares; 2025Q3: 43,390 shares; 2025Q4: 38,408 shares 38,408 $2.68M 0.07% -4,982 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 5,966 shares; 2025Q1: 6,147 shares; 2025Q2: 6,006 shares; 2025Q3: 6,019 shares; 2025Q4: 6,439 shares 6,439 $2.66M 0.07% +420 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: 57,922 shares; 2024Q4: 55,481 shares; 2025Q1: 33,339 shares; 2025Q2: 30,234 shares; 2025Q3: 25,430 shares; 2025Q4: 23,445 shares 23,445 $2.65M 0.07% -1,985 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: 5,198 shares; 2024Q4: 5,297 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,634 shares; 2025Q4: 5,573 shares 5,573 $2.64M 0.07% -61 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: 7,057 shares; 2024Q4: 6,757 shares; 2025Q1: 6,822 shares; 2025Q2: 6,684 shares; 2025Q3: 7,346 shares; 2025Q4: 7,055 shares 7,055 $2.63M 0.07% -291 Timeline PFF 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: 26,296 shares; 2024Q4: 21,600 shares; 2025Q1: 21,550 shares; 2025Q2: 56,646 shares; 2025Q3: 65,135 shares; 2025Q4: 83,818 shares 83,818 $2.59M 0.07% +18,683 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,563 shares; 2024Q4: 16,925 shares; 2025Q1: 18,298 shares; 2025Q2: 17,477 shares; 2025Q3: 19,801 shares; 2025Q4: 17,458 shares 17,458 $2.56M 0.07% -2,343 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 14,997 shares; 2025Q1: 17,636 shares; 2025Q2: 16,914 shares; 2025Q3: 17,436 shares; 2025Q4: 17,474 shares 17,474 $2.51M 0.07% +38 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: 37,899 shares; 2024Q4: 48,670 shares; 2025Q1: 48,686 shares; 2025Q2: 38,716 shares; 2025Q3: 71,003 shares; 2025Q4: 63,115 shares 63,115 $2.5M 0.07% -7,888 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,518 shares; 2024Q4: 114,811 shares; 2025Q1: 119,635 shares; 2025Q2: 28,323 shares; 2025Q3: not reported; 2025Q4: 22,956 shares 22,956 $2.34M 0.06% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,809 shares; 2024Q4: 34,636 shares; 2025Q1: 38,470 shares; 2025Q2: 12,587 shares; 2025Q3: 11,029 shares; 2025Q4: 11,911 shares 11,911 $2.32M 0.06% +882 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: 1,471 shares; 2024Q4: 3,077 shares; 2025Q1: 3,183 shares; 2025Q2: 6,596 shares; 2025Q3: 7,660 shares; 2025Q4: 8,319 shares 8,319 $2.32M 0.06% +659 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: not reported; 2025Q1: not reported; 2025Q2: 4,162 shares; 2025Q3: 12,322 shares; 2025Q4: 13,370 shares 13,370 $2.29M 0.06% +1,048 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $2.26M 0.06% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 7,066 shares 7,066 $2.25M 0.06% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 33,800 shares; 2025Q1: 43,972 shares; 2025Q2: 44,920 shares; 2025Q3: 46,862 shares; 2025Q4: 56,948 shares 56,948 $2.25M 0.06% +10,086 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: 14,086 shares; 2024Q4: 17,160 shares; 2025Q1: 15,850 shares; 2025Q2: 19,226 shares; 2025Q3: 22,448 shares; 2025Q4: 22,965 shares 22,965 $2.21M 0.06% +517 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,778 shares; 2024Q4: 64,710 shares; 2025Q1: 65,988 shares; 2025Q2: 61,669 shares; 2025Q3: 59,226 shares; 2025Q4: 46,704 shares 46,704 $2.17M 0.06% -12,522 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH 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: 83,000 shares; 2025Q2: 83,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,382 shares 200,382 $2.16M 0.06% +382 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,208 shares; 2024Q4: 58,412 shares; 2025Q1: 58,650 shares; 2025Q2: 58,604 shares; 2025Q3: 58,758 shares; 2025Q4: 42,244 shares 42,244 $2.12M 0.06% -16,514 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: 11,009 shares; 2024Q4: 15,022 shares; 2025Q1: 12,049 shares; 2025Q2: 15,287 shares; 2025Q3: not reported; 2025Q4: 18,137 shares 18,137 $2.12M 0.06% new 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: 1,113 shares; 2024Q4: 1,346 shares; 2025Q1: 1,982 shares; 2025Q2: 2,205 shares; 2025Q3: 2,539 shares; 2025Q4: 2,605 shares 2,605 $2.11M 0.06% +66 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: 169,496 shares 169,496 $2.09M 0.06% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 12,974 shares; 2025Q1: 13,458 shares; 2025Q2: 16,395 shares; 2025Q3: 16,981 shares; 2025Q4: 17,655 shares 17,655 $2.07M 0.06% +674 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,302 shares; 2024Q4: 57,748 shares; 2025Q1: 87,925 shares; 2025Q2: 92,781 shares; 2025Q3: 95,962 shares; 2025Q4: 98,567 shares 98,567 $2.06M 0.06% +2,605 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: 3,345 shares; 2024Q4: 3,512 shares; 2025Q1: 5,257 shares; 2025Q2: 4,046 shares; 2025Q3: not reported; 2025Q4: 3,562 shares 3,562 $2.04M 0.06% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,670 shares; 2025Q1: 7,663 shares; 2025Q2: 9,084 shares; 2025Q3: not reported; 2025Q4: 10,262 shares 10,262 $2.03M 0.06% new 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: 12,494 shares; 2024Q4: 36,392 shares; 2025Q1: 43,455 shares; 2025Q2: 63,626 shares; 2025Q3: 59,724 shares; 2025Q4: 72,793 shares 72,793 $2M 0.05% +13,069 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,710 shares; 2024Q4: 55,085 shares; 2025Q1: 81,682 shares; 2025Q2: 87,194 shares; 2025Q3: 90,280 shares; 2025Q4: 91,946 shares 91,946 $1.97M 0.05% +1,666 Timeline VRP 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: 118,812 shares; 2024Q4: 97,818 shares; 2025Q1: 101,192 shares; 2025Q2: 88,519 shares; 2025Q3: 85,866 shares; 2025Q4: 79,500 shares 79,500 $1.93M 0.05% -6,366 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,505 shares; 2024Q4: 48,040 shares; 2025Q1: 83,290 shares; 2025Q2: 85,148 shares; 2025Q3: 86,406 shares; 2025Q4: 85,464 shares 85,464 $1.93M 0.05% -942 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: not reported; 2025Q4: 7,086 shares 7,086 $1.92M 0.05% new Timeline SCHX 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: 4,446 shares; 2024Q4: 40,747 shares; 2025Q1: 46,345 shares; 2025Q2: 47,515 shares; 2025Q3: 59,356 shares; 2025Q4: 71,067 shares 71,067 $1.91M 0.05% +11,711 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 8,481 shares 8,481 $1.89M 0.05% +7,120 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: 31,383 shares; 2024Q4: 32,181 shares; 2025Q1: 35,087 shares; 2025Q2: 41,121 shares; 2025Q3: 45,467 shares; 2025Q4: 46,142 shares 46,142 $1.88M 0.05% +675 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,711 shares; 2025Q4: 29,171 shares 29,171 $1.88M 0.05% -1,540 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,762 shares; 2024Q4: 68,582 shares; 2025Q1: 86,274 shares; 2025Q2: 91,113 shares; 2025Q3: 95,208 shares; 2025Q4: 104,281 shares 104,281 $1.87M 0.05% +9,073 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: 3,443 shares; 2024Q4: 4,289 shares; 2025Q1: 4,546 shares; 2025Q2: 7,102 shares; 2025Q3: not reported; 2025Q4: 19,572 shares 19,572 $1.87M 0.05% new 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: 9,105 shares; 2024Q4: 3,905 shares; 2025Q1: 4,024 shares; 2025Q2: 4,099 shares; 2025Q3: 11,150 shares; 2025Q4: 11,143 shares 11,143 $1.82M 0.05% -7 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,436 shares; 2024Q4: 84,889 shares; 2025Q1: 77,302 shares; 2025Q2: 74,052 shares; 2025Q3: 55,087 shares; 2025Q4: 52,199 shares 52,199 $1.81M 0.05% -2,888 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,615 shares; 2024Q4: 31,927 shares; 2025Q1: 37,043 shares; 2025Q2: 37,963 shares; 2025Q3: 37,443 shares; 2025Q4: 83,662 shares 83,662 $1.8M 0.05% +46,219 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: 3,896 shares; 2024Q4: 3,854 shares; 2025Q1: 3,809 shares; 2025Q2: 3,718 shares; 2025Q3: 3,821 shares; 2025Q4: 3,727 shares 3,727 $1.79M 0.05% -94 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,286 shares 33,286 $1.76M 0.05% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 16,796 shares; 2025Q1: 23,142 shares; 2025Q2: 20,962 shares; 2025Q3: 20,213 shares; 2025Q4: 28,498 shares 28,498 $1.72M 0.05% +8,285 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,109 shares; 2024Q4: 29,775 shares; 2025Q1: 30,913 shares; 2025Q2: 80,585 shares; 2025Q3: 64,330 shares; 2025Q4: 63,816 shares 63,816 $1.67M 0.05% -514 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: 22,348 shares; 2024Q4: 18,027 shares; 2025Q1: 19,767 shares; 2025Q2: 20,119 shares; 2025Q3: 21,195 shares; 2025Q4: 28,456 shares 28,456 $1.67M 0.05% +7,261 Timeline SCHB 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: 16,521 shares; 2024Q4: 74,420 shares; 2025Q1: 77,889 shares; 2025Q2: 79,752 shares; 2025Q3: 79,698 shares; 2025Q4: 62,526 shares 62,526 $1.64M 0.04% -17,172 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 2,431 shares; 2025Q2: 1,984 shares; 2025Q3: 7,504 shares; 2025Q4: 7,197 shares 7,197 $1.63M 0.04% -307 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,163 shares; 2024Q4: 48,782 shares; 2025Q1: 43,585 shares; 2025Q2: 45,882 shares; 2025Q3: 50,907 shares; 2025Q4: 90,729 shares 90,729 $1.61M 0.04% +39,822 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: not reported; 2025Q3: 6,118 shares; 2025Q4: 7,075 shares 7,075 $1.6M 0.04% +957 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: 10,134 shares; 2024Q4: 8,488 shares; 2025Q1: 8,378 shares; 2025Q2: 8,856 shares; 2025Q3: 9,028 shares; 2025Q4: 9,599 shares 9,599 $1.56M 0.04% +571 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: 4,320 shares; 2024Q4: 6,464 shares; 2025Q1: 5,537 shares; 2025Q2: 6,091 shares; 2025Q3: 6,131 shares; 2025Q4: 6,723 shares 6,723 $1.56M 0.04% +592 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: 7,099 shares; 2024Q4: 14,186 shares; 2025Q1: 11,936 shares; 2025Q2: 10,035 shares; 2025Q3: 9,174 shares; 2025Q4: 9,576 shares 9,576 $1.54M 0.04% +402 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: 37,406 shares; 2024Q4: 38,954 shares; 2025Q1: 41,490 shares; 2025Q2: 52,624 shares; 2025Q3: 59,794 shares; 2025Q4: 55,236 shares 55,236 $1.52M 0.04% -4,558 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: 22,455 shares; 2024Q4: 27,017 shares; 2025Q1: 31,333 shares; 2025Q2: 32,155 shares; 2025Q3: 28,692 shares; 2025Q4: 23,861 shares 23,861 $1.49M 0.04% -4,831 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: 4,095 shares; 2024Q4: 16,936 shares; 2025Q1: 23,982 shares; 2025Q2: 16,705 shares; 2025Q3: 25,836 shares; 2025Q4: 45,498 shares 45,498 $1.48M 0.04% +19,662 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,364 shares; 2024Q4: 167,871 shares; 2025Q1: 298,548 shares; 2025Q2: 262,112 shares; 2025Q3: 242,862 shares; 2025Q4: 162,638 shares 162,638 $1.45M 0.04% -80,224 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,229 shares; 2025Q2: 70,769 shares; 2025Q3: 73,824 shares; 2025Q4: 67,800 shares 67,800 $1.43M 0.04% -6,024 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: 2,315 shares; 2024Q4: 2,500 shares; 2025Q1: 2,417 shares; 2025Q2: 2,898 shares; 2025Q3: not reported; 2025Q4: 3,766 shares 3,766 $1.39M 0.04% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,160 shares; 2025Q2: 2,295 shares; 2025Q3: 2,389 shares; 2025Q4: 12,475 shares 12,475 $1.37M 0.04% +10,086 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,217 shares; 2025Q1: 9,229 shares; 2025Q2: 10,271 shares; 2025Q3: not reported; 2025Q4: 13,747 shares 13,747 $1.37M 0.04% new Timeline VONV 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: 14,703 shares; 2024Q4: 14,703 shares; 2025Q1: 14,703 shares; 2025Q2: 14,703 shares; 2025Q3: 14,703 shares; 2025Q4: 14,703 shares 14,703 $1.36M 0.04% 0 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,189 shares 25,189 $1.32M 0.04% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 9,501 shares; 2025Q1: 10,645 shares; 2025Q2: 11,679 shares; 2025Q3: 16,219 shares; 2025Q4: 14,723 shares 14,723 $1.32M 0.04% -1,496 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: 13,963 shares; 2024Q4: 16,798 shares; 2025Q1: 16,286 shares; 2025Q2: 18,898 shares; 2025Q3: not reported; 2025Q4: 24,290 shares 24,290 $1.31M 0.04% new 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: 1,226 shares; 2024Q4: 1,140 shares; 2025Q1: 1,165 shares; 2025Q2: 2,153 shares; 2025Q3: 1,264 shares; 2025Q4: 3,343 shares 3,343 $1.3M 0.04% +2,079 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: 58,963 shares; 2024Q4: 14,240 shares; 2025Q1: 12,052 shares; 2025Q2: 15,063 shares; 2025Q3: not reported; 2025Q4: 16,366 shares 16,366 $1.3M 0.04% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES 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: 23,709 shares; 2025Q2: 12,509 shares; 2025Q3: 12,624 shares; 2025Q4: 12,631 shares 12,631 $1.28M 0.04% +7 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: 17,513 shares; 2024Q4: 16,445 shares; 2025Q1: 16,820 shares; 2025Q2: 17,061 shares; 2025Q3: 14,890 shares; 2025Q4: 15,216 shares 15,216 $1.28M 0.03% +326 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: 20,787 shares; 2024Q4: 23,927 shares; 2025Q1: 19,347 shares; 2025Q2: 47,032 shares; 2025Q3: 49,621 shares; 2025Q4: 33,710 shares 33,710 $1.24M 0.03% -15,911 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,838 shares; 2025Q2: 49,838 shares; 2025Q3: 48,808 shares; 2025Q4: 46,932 shares 46,932 $1.24M 0.03% -1,876 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: 119,007 shares; 2024Q4: 55,255 shares; 2025Q1: 53,430 shares; 2025Q2: 47,047 shares; 2025Q3: 30,134 shares; 2025Q4: 33,268 shares 33,268 $1.22M 0.03% +3,134 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: 1,829 shares; 2024Q4: 1,566 shares; 2025Q1: 1,544 shares; 2025Q2: 1,680 shares; 2025Q3: 1,936 shares; 2025Q4: 2,119 shares 2,119 $1.21M 0.03% +183 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: 3,905 shares; 2024Q4: 3,893 shares; 2025Q1: 4,375 shares; 2025Q2: 5,057 shares; 2025Q3: 5,270 shares; 2025Q4: 5,498 shares 5,498 $1.21M 0.03% +228 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: 2,247 shares; 2024Q4: 2,292 shares; 2025Q1: 2,123 shares; 2025Q2: 3,705 shares; 2025Q3: 4,135 shares; 2025Q4: 4,984 shares 4,984 $1.21M 0.03% +849 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: not reported; 2024Q4: 1,807 shares; 2025Q1: 1,831 shares; 2025Q2: 2,540 shares; 2025Q3: 2,720 shares; 2025Q4: 3,147 shares 3,147 $1.21M 0.03% +427 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: 1,938 shares; 2024Q4: 2,698 shares; 2025Q1: 3,413 shares; 2025Q2: 3,496 shares; 2025Q3: 4,329 shares; 2025Q4: 4,979 shares 4,979 $1.2M 0.03% +650 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: 4,889 shares; 2024Q4: 5,054 shares; 2025Q1: 5,854 shares; 2025Q2: 6,450 shares; 2025Q3: 7,007 shares; 2025Q4: 7,461 shares 7,461 $1.2M 0.03% +454 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: 1,823 shares; 2024Q4: 1,993 shares; 2025Q1: 2,734 shares; 2025Q2: 2,219 shares; 2025Q3: 3,116 shares; 2025Q4: 2,452 shares 2,452 $1.2M 0.03% -664 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,453 shares; 2024Q4: 41,249 shares; 2025Q1: 42,062 shares; 2025Q2: 42,945 shares; 2025Q3: 38,486 shares; 2025Q4: 20,497 shares 20,497 $1.2M 0.03% -17,989 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: 17,920 shares; 2024Q4: 20,435 shares; 2025Q1: 17,450 shares; 2025Q2: 22,677 shares; 2025Q3: 24,204 shares; 2025Q4: 22,137 shares 22,137 $1.19M 0.03% -2,067 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,100 shares; 2025Q1: 7,542 shares; 2025Q2: 18,354 shares; 2025Q3: 39,411 shares; 2025Q4: 40,121 shares 40,121 $1.17M 0.03% +710 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: 54,040 shares; 2024Q4: 49,070 shares; 2025Q1: 60,686 shares; 2025Q2: 66,205 shares; 2025Q3: 92,702 shares; 2025Q4: 57,461 shares 57,461 $1.16M 0.03% -35,241 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,026 shares; 2025Q3: 11,029 shares; 2025Q4: 11,520 shares 11,520 $1.15M 0.03% +491 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: 1,087 shares; 2024Q4: 1,080 shares; 2025Q1: 1,217 shares; 2025Q2: 1,631 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares 1,526 $1.15M 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,160 shares; 2024Q4: 31,870 shares; 2025Q1: 28,199 shares; 2025Q2: 28,638 shares; 2025Q3: 14,938 shares; 2025Q4: 8,333 shares 8,333 $1.15M 0.03% -6,605 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,565 shares; 2024Q4: 39,233 shares; 2025Q1: 32,624 shares; 2025Q2: 32,004 shares; 2025Q3: 25,238 shares; 2025Q4: 21,275 shares 21,275 $1.14M 0.03% -3,963 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: 867 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 803 shares; 2025Q4: 3,174 shares 3,174 $1.14M 0.03% +2,371 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,941 shares; 2025Q3: 8,962 shares; 2025Q4: 10,086 shares 10,086 $1.14M 0.03% +1,124 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,417 shares; 2024Q4: 41,480 shares; 2025Q1: 30,369 shares; 2025Q2: 29,395 shares; 2025Q3: 24,842 shares; 2025Q4: 24,470 shares 24,470 $1.13M 0.03% -372 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,121 shares; 2024Q4: 212,213 shares; 2025Q1: 241,953 shares; 2025Q2: 60,519 shares; 2025Q3: not reported; 2025Q4: 33,373 shares 33,373 $1.13M 0.03% new 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: 56,743 shares; 2024Q4: 50,549 shares; 2025Q1: 42,344 shares; 2025Q2: 36,452 shares; 2025Q3: 28,085 shares; 2025Q4: 23,790 shares 23,790 $1.13M 0.03% -4,295 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: 1,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,993 shares; 2025Q4: 6,100 shares 6,100 $1.11M 0.03% +107 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,538 shares; 2025Q1: 5,394 shares; 2025Q2: 7,153 shares; 2025Q3: not reported; 2025Q4: 14,047 shares 14,047 $1.11M 0.03% new 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: 6,781 shares; 2024Q4: 10,973 shares; 2025Q1: 9,930 shares; 2025Q2: 11,518 shares; 2025Q3: 10,196 shares; 2025Q4: 12,684 shares 12,684 $1.11M 0.03% +2,488 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,260 shares; 2025Q1: 16,586 shares; 2025Q2: 16,186 shares; 2025Q3: 16,186 shares; 2025Q4: 16,047 shares 16,047 $1.1M 0.03% -139 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: 5,801 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: 5,160 shares; 2025Q3: 5,179 shares; 2025Q4: 5,189 shares 5,189 $1.09M 0.03% +10 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: 8,972 shares; 2024Q4: 8,616 shares; 2025Q1: 14,023 shares; 2025Q2: 11,388 shares; 2025Q3: 13,356 shares; 2025Q4: 10,118 shares 10,118 $1.08M 0.03% -3,238 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 11,380 shares; 2025Q1: 11,251 shares; 2025Q2: 11,240 shares; 2025Q3: 13,928 shares; 2025Q4: 14,603 shares 14,603 $1.07M 0.03% +675 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: 5,802 shares; 2024Q4: 8,247 shares; 2025Q1: 8,310 shares; 2025Q2: 8,761 shares; 2025Q3: not reported; 2025Q4: 12,262 shares 12,262 $1.07M 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 25,601 shares; 2025Q1: 23,931 shares; 2025Q2: 20,270 shares; 2025Q3: 15,712 shares; 2025Q4: 19,929 shares 19,929 $1.06M 0.03% +4,217 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: 11,521 shares; 2024Q4: 12,326 shares; 2025Q1: 11,860 shares; 2025Q2: 13,126 shares; 2025Q3: 14,137 shares; 2025Q4: 14,380 shares 14,380 $1.06M 0.03% +243 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: 2,753 shares; 2024Q4: 3,483 shares; 2025Q1: 3,460 shares; 2025Q2: 4,130 shares; 2025Q3: 4,067 shares; 2025Q4: 4,038 shares 4,038 $1.04M 0.03% -29 Timeline IQDF 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: 34,186 shares 34,186 $1.04M 0.03% new Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,500 shares; 2024Q4: 46,000 shares; 2025Q1: 147,600 shares; 2025Q2: 145,652 shares; 2025Q3: 48,397 shares; 2025Q4: 57,197 shares 57,197 $1.04M 0.03% +8,800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,066 shares; 2025Q3: 4,595 shares; 2025Q4: 5,057 shares 5,057 $1.04M 0.03% +462 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 16,439 shares; 2025Q4: 23,094 shares 23,094 $1.02M 0.03% +6,655 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: 21,570 shares; 2024Q4: 19,368 shares; 2025Q1: 19,213 shares; 2025Q2: 18,492 shares; 2025Q3: 18,492 shares; 2025Q4: 18,522 shares 18,522 $1.01M 0.03% +30 Timeline BMNU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 208,915 shares 208,915 $999K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,396 shares; 2025Q1: 10,008 shares; 2025Q2: 9,344 shares; 2025Q3: 9,448 shares; 2025Q4: 10,309 shares 10,309 $991K 0.03% +861 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 7,650 shares; 2025Q3: not reported; 2025Q4: 28,300 shares 28,300 $989K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 3,018 shares; 2025Q4: 3,489 shares 3,489 $988K 0.03% +471 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,854 shares; 2025Q2: 7,779 shares; 2025Q3: 7,857 shares; 2025Q4: 33,099 shares 33,099 $980K 0.03% +25,242 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS 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: 17,170 shares 17,170 $959K 0.03% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 18,202 shares 18,202 $956K 0.03% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 5,764 shares; 2025Q1: 6,300 shares; 2025Q2: 6,919 shares; 2025Q3: 6,899 shares; 2025Q4: 6,924 shares 6,924 $954K 0.03% +25 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: 2,424 shares; 2024Q4: 3,247 shares; 2025Q1: 3,628 shares; 2025Q2: 3,915 shares; 2025Q3: 5,259 shares; 2025Q4: 4,885 shares 4,885 $950K 0.03% -374 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,286 shares; 2025Q3: 6,044 shares; 2025Q4: 11,014 shares 11,014 $945K 0.03% +4,970 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 3,120 shares; 2025Q1: 3,649 shares; 2025Q2: 6,438 shares; 2025Q3: 9,826 shares; 2025Q4: 8,423 shares 8,423 $943K 0.03% -1,403 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,881 shares; 2025Q3: 13,083 shares; 2025Q4: 13,083 shares 13,083 $938K 0.03% 0 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: 1,596 shares; 2024Q4: 1,276 shares; 2025Q1: 1,244 shares; 2025Q2: 1,521 shares; 2025Q3: not reported; 2025Q4: 1,831 shares 1,831 $935K 0.03% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,582 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,558 shares; 2025Q4: 5,004 shares 5,004 $929K 0.03% +1,446 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: 1,664 shares; 2024Q4: not reported; 2025Q1: 2,078 shares; 2025Q2: 3,992 shares; 2025Q3: 6,308 shares; 2025Q4: 5,731 shares 5,731 $918K 0.03% -577 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: 359 shares; 2024Q4: 345 shares; 2025Q1: 1,074 shares; 2025Q2: 784 shares; 2025Q3: 953 shares; 2025Q4: 1,377 shares 1,377 $912K 0.02% +424 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: 2,322 shares; 2025Q1: 2,866 shares; 2025Q2: 3,181 shares; 2025Q3: 2,706 shares; 2025Q4: 3,083 shares 3,083 $911K 0.02% +377 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: 1,861 shares; 2024Q4: 2,007 shares; 2025Q1: 1,796 shares; 2025Q2: 2,600 shares; 2025Q3: 3,098 shares; 2025Q4: 2,683 shares 2,683 $903K 0.02% -415 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: 1,428 shares; 2024Q4: 2,012 shares; 2025Q1: 2,110 shares; 2025Q2: 1,376 shares; 2025Q3: 1,642 shares; 2025Q4: 2,833 shares 2,833 $902K 0.02% +1,191 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,901 shares; 2024Q4: 27,905 shares; 2025Q1: 28,691 shares; 2025Q2: 66,624 shares; 2025Q3: 68,911 shares; 2025Q4: 68,673 shares 68,673 $901K 0.02% -238 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,682 shares 12,682 $900K 0.02% 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: 4,382 shares; 2024Q4: 7,657 shares; 2025Q1: 8,884 shares; 2025Q2: 14,026 shares; 2025Q3: 20,083 shares; 2025Q4: 15,372 shares 15,372 $897K 0.02% -4,711 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: 1,805 shares; 2024Q4: 1,611 shares; 2025Q1: 1,657 shares; 2025Q2: 1,764 shares; 2025Q3: not reported; 2025Q4: 1,922 shares 1,922 $895K 0.02% new Timeline JVAL 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: 77,976 shares; 2024Q4: 56,693 shares; 2025Q1: 32,076 shares; 2025Q2: 23,278 shares; 2025Q3: 22,245 shares; 2025Q4: 18,042 shares 18,042 $885K 0.02% -4,203 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 13,075 shares; 2025Q2: 14,686 shares; 2025Q3: 15,757 shares; 2025Q4: 14,446 shares 14,446 $884K 0.02% -1,311 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: 5,465 shares; 2024Q4: 7,384 shares; 2025Q1: 8,231 shares; 2025Q2: 7,624 shares; 2025Q3: 7,189 shares; 2025Q4: 7,158 shares 7,158 $882K 0.02% -31 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares; 2025Q2: 10,334 shares; 2025Q3: 11,053 shares; 2025Q4: 11,646 shares 11,646 $880K 0.02% +593 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 8,463 shares; 2025Q1: 10,838 shares; 2025Q2: 9,906 shares; 2025Q3: 31,941 shares; 2025Q4: 28,521 shares 28,521 $880K 0.02% -3,420 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 695 shares; 2025Q2: 1,186 shares; 2025Q3: 1,685 shares; 2025Q4: 1,873 shares 1,873 $874K 0.02% +188 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,228 shares; 2025Q3: 6,352 shares; 2025Q4: 19,953 shares 19,953 $870K 0.02% +13,601 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 9,969 shares; 2025Q1: 10,333 shares; 2025Q2: 10,459 shares; 2025Q3: not reported; 2025Q4: 10,094 shares 10,094 $867K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 4,177 shares; 2025Q1: 4,200 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares; 2025Q4: 4,147 shares 4,147 $867K 0.02% +2 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: not reported; 2024Q4: 62 shares; 2025Q1: 77 shares; 2025Q2: 103 shares; 2025Q3: 144 shares; 2025Q4: 161 shares 161 $862K 0.02% +17 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: 5,475 shares; 2024Q4: 7,727 shares; 2025Q1: 7,708 shares; 2025Q2: 7,290 shares; 2025Q3: 12,740 shares; 2025Q4: 15,127 shares 15,127 $853K 0.02% +2,387 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: 3,375 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,853 shares; 2025Q3: 4,560 shares; 2025Q4: 4,020 shares 4,020 $853K 0.02% -540 Timeline IWS 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: 110,605 shares; 2024Q4: 104,548 shares; 2025Q1: 5,823 shares; 2025Q2: 5,367 shares; 2025Q3: 5,073 shares; 2025Q4: 6,032 shares 6,032 $851K 0.02% +959 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: 51,774 shares; 2024Q4: 38,511 shares; 2025Q1: 32,498 shares; 2025Q2: 36,996 shares; 2025Q3: 42,077 shares; 2025Q4: 16,611 shares 16,611 $844K 0.02% -25,466 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: 2,243 shares; 2024Q4: 2,414 shares; 2025Q1: 2,840 shares; 2025Q2: 2,322 shares; 2025Q3: 2,532 shares; 2025Q4: 3,422 shares 3,422 $843K 0.02% +890 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: 7,404 shares; 2024Q4: 8,306 shares; 2025Q1: 4,449 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,611 shares 16,611 $838K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 2,082 shares; 2025Q1: 3,045 shares; 2025Q2: 2,684 shares; 2025Q3: not reported; 2025Q4: 2,550 shares 2,550 $835K 0.02% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,200 shares; 2025Q4: 35,200 shares 35,200 $832K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 1,875 shares; 2025Q1: 2,508 shares; 2025Q2: 2,721 shares; 2025Q3: 2,688 shares; 2025Q4: 2,864 shares 2,864 $831K 0.02% +176 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 2,824 shares; 2025Q1: 4,142 shares; 2025Q2: 3,978 shares; 2025Q3: 4,040 shares; 2025Q4: 3,919 shares 3,919 $830K 0.02% -121 Timeline FNDX 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: 6,233 shares; 2024Q4: 25,674 shares; 2025Q1: 28,900 shares; 2025Q2: 29,833 shares; 2025Q3: 28,236 shares; 2025Q4: 30,255 shares 30,255 $823K 0.02% +2,019 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,036 shares; 2025Q1: 2,713 shares; 2025Q2: 5,585 shares; 2025Q3: 7,035 shares; 2025Q4: 8,116 shares 8,116 $818K 0.02% +1,081 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: 11,861 shares; 2024Q4: 11,967 shares; 2025Q1: 12,440 shares; 2025Q2: 14,107 shares; 2025Q3: 17,676 shares; 2025Q4: 10,952 shares 10,952 $811K 0.02% -6,724 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,419 shares; 2024Q4: 22,815 shares; 2025Q1: 22,815 shares; 2025Q2: 37,215 shares; 2025Q3: 67,775 shares; 2025Q4: 84,075 shares 84,075 $806K 0.02% +16,300 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 4,919 shares; 2025Q4: 11,238 shares 11,238 $805K 0.02% +6,319 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: 771 shares; 2024Q4: 2,386 shares; 2025Q1: 927 shares; 2025Q2: 1,445 shares; 2025Q3: 2,367 shares; 2025Q4: 2,995 shares 2,995 $804K 0.02% +628 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,153 shares 28,153 $803K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,842 shares; 2025Q1: 9,773 shares; 2025Q2: 10,231 shares; 2025Q3: not reported; 2025Q4: 21,950 shares 21,950 $796K 0.02% new 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: 17,096 shares; 2024Q4: 19,495 shares; 2025Q1: 20,593 shares; 2025Q2: 18,371 shares; 2025Q3: 17,266 shares; 2025Q4: 17,076 shares 17,076 $795K 0.02% -190 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: 853 shares; 2024Q4: 867 shares; 2025Q1: 809 shares; 2025Q2: 788 shares; 2025Q3: 736 shares; 2025Q4: 957 shares 957 $785K 0.02% +221 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 14,251 shares; 2025Q4: 8,510 shares 8,510 $778K 0.02% -5,741 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,059 shares; 2025Q3: 17,881 shares; 2025Q4: 17,847 shares 17,847 $777K 0.02% -34 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,645 shares; 2025Q1: 2,685 shares; 2025Q2: 3,288 shares; 2025Q3: not reported; 2025Q4: 5,689 shares 5,689 $772K 0.02% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 4,136 shares; 2025Q1: 5,135 shares; 2025Q2: 5,135 shares; 2025Q3: 5,076 shares; 2025Q4: 5,814 shares 5,814 $770K 0.02% +738 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 15,108 shares; 2025Q1: 15,863 shares; 2025Q2: 15,470 shares; 2025Q3: 16,586 shares; 2025Q4: 15,375 shares 15,375 $763K 0.02% -1,211 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 5,815 shares; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: not reported; 2025Q4: 5,317 shares 5,317 $763K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 9,316 shares; 2025Q1: 9,284 shares; 2025Q2: 9,620 shares; 2025Q3: 10,228 shares; 2025Q4: 10,337 shares 10,337 $762K 0.02% +109 Timeline GDXJ 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: 3,838 shares; 2025Q2: 5,456 shares; 2025Q3: 4,093 shares; 2025Q4: 6,673 shares 6,673 $759K 0.02% +2,580 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 4,046 shares; 2025Q2: 5,549 shares; 2025Q3: 7,813 shares; 2025Q4: 8,985 shares 8,985 $750K 0.02% +1,172 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: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 5,263 shares; 2025Q3: 6,818 shares; 2025Q4: 8,791 shares 8,791 $747K 0.02% +1,973 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: 522 shares; 2024Q4: 424 shares; 2025Q1: 611 shares; 2025Q2: 1,027 shares; 2025Q3: 1,111 shares; 2025Q4: 696 shares 696 $745K 0.02% -415 Timeline FOXA 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: 3,679 shares; 2025Q2: 6,198 shares; 2025Q3: 9,235 shares; 2025Q4: 10,047 shares 10,047 $734K 0.02% +812 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,775 shares 3,775 $733K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,266 shares; 2025Q1: 1,015 shares; 2025Q2: 1,162 shares; 2025Q3: 1,257 shares; 2025Q4: 1,401 shares 1,401 $732K 0.02% +144 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,262 shares; 2025Q4: 3,829 shares 3,829 $732K 0.02% +567 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: 875 shares; 2024Q4: 2,245 shares; 2025Q1: 2,116 shares; 2025Q2: 2,282 shares; 2025Q3: 2,297 shares; 2025Q4: 3,197 shares 3,197 $728K 0.02% +900 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: 3,332 shares; 2024Q4: 5,657 shares; 2025Q1: 1,989 shares; 2025Q2: 2,032 shares; 2025Q3: 3,042 shares; 2025Q4: 4,715 shares 4,715 $724K 0.02% +1,673 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: 6,367 shares; 2024Q4: 2,573 shares; 2025Q1: 2,782 shares; 2025Q2: 2,583 shares; 2025Q3: 3,376 shares; 2025Q4: 5,014 shares 5,014 $722K 0.02% +1,638 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,988 shares; 2025Q1: 2,343 shares; 2025Q2: 2,467 shares; 2025Q3: 5,999 shares; 2025Q4: 7,255 shares 7,255 $709K 0.02% +1,256 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,461 shares; 2025Q2: 5,602 shares; 2025Q3: 5,588 shares; 2025Q4: 5,983 shares 5,983 $707K 0.02% +395 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 13,184 shares; 2025Q2: 13,190 shares; 2025Q3: 26,411 shares; 2025Q4: 26,981 shares 26,981 $706K 0.02% +570 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: not reported; 2024Q4: 536 shares; 2025Q1: 533 shares; 2025Q2: 837 shares; 2025Q3: 1,060 shares; 2025Q4: 1,644 shares 1,644 $701K 0.02% +584 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares 19,000 $699K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,766 shares; 2025Q3: 16,628 shares; 2025Q4: 16,902 shares 16,902 $696K 0.02% +274 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: 1,577 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 2,567 shares; 2025Q3: 4,122 shares; 2025Q4: 3,697 shares 3,697 $682K 0.02% -425 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,745 shares 32,745 $681K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,073 shares; 2025Q2: 3,218 shares; 2025Q3: not reported; 2025Q4: 5,868 shares 5,868 $681K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,892 shares; 2024Q4: 29,692 shares; 2025Q1: 29,728 shares; 2025Q2: 35,607 shares; 2025Q3: not reported; 2025Q4: 30,437 shares 30,437 $681K 0.02% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 3,758 shares; 2025Q4: 3,765 shares 3,765 $679K 0.02% +7 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: 7,843 shares; 2024Q4: 5,719 shares; 2025Q1: 6,917 shares; 2025Q2: 6,157 shares; 2025Q3: 7,306 shares; 2025Q4: 10,265 shares 10,265 $677K 0.02% +2,959 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,307 shares; 2024Q4: 93,310 shares; 2025Q1: 66,628 shares; 2025Q2: 64,009 shares; 2025Q3: not reported; 2025Q4: 51,779 shares 51,779 $675K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,587 shares 3,587 $675K 0.02% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,001 shares; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,261 shares; 2025Q4: 14,680 shares 14,680 $674K 0.02% +11,419 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,097 shares 2,097 $671K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,307 shares; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: 5,132 shares; 2025Q4: 5,645 shares 5,645 $662K 0.02% +513 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: 5,798 shares; 2024Q4: 6,090 shares; 2025Q1: 6,053 shares; 2025Q2: 4,928 shares; 2025Q3: 4,767 shares; 2025Q4: 5,866 shares 5,866 $658K 0.02% +1,099 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: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,060 shares; 2025Q2: 1,373 shares; 2025Q3: 2,196 shares; 2025Q4: 2,276 shares 2,276 $657K 0.02% +80 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 6,934 shares 6,934 $656K 0.02% new 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: 8,260 shares; 2024Q4: 10,009 shares; 2025Q1: 9,382 shares; 2025Q2: 9,169 shares; 2025Q3: 9,376 shares; 2025Q4: 9,436 shares 9,436 $655K 0.02% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 1,363 shares; 2025Q4: 1,851 shares 1,851 $654K 0.02% +488 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,300 shares; 2025Q1: 21,766 shares; 2025Q2: 27,066 shares; 2025Q3: 24,340 shares; 2025Q4: 29,518 shares 29,518 $654K 0.02% +5,178 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: not reported; 2024Q4: 10,267 shares; 2025Q1: 16,364 shares; 2025Q2: 44,894 shares; 2025Q3: 46,590 shares; 2025Q4: 55,716 shares 55,716 $654K 0.02% +9,126 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: 1,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 1,730 shares; 2025Q4: 2,225 shares 2,225 $653K 0.02% +495 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,370 shares; 2024Q4: 60,465 shares; 2025Q1: 53,889 shares; 2025Q2: 32,538 shares; 2025Q3: 37,612 shares; 2025Q4: 36,715 shares 36,715 $653K 0.02% -897 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: 37,306 shares; 2024Q4: 27,826 shares; 2025Q1: 19,429 shares; 2025Q2: 15,975 shares; 2025Q3: 6,407 shares; 2025Q4: 7,738 shares 7,738 $648K 0.02% +1,331 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: 963 shares; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 902 shares; 2025Q4: 2,250 shares 2,250 $648K 0.02% +1,348 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,231 shares; 2024Q4: 90,170 shares; 2025Q1: 88,367 shares; 2025Q2: 76,186 shares; 2025Q3: 69,948 shares; 2025Q4: 67,285 shares 67,285 $644K 0.02% -2,663 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 12,606 shares; 2025Q3: not reported; 2025Q4: 20,966 shares 20,966 $640K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,013 shares; 2025Q1: 3,254 shares; 2025Q2: 3,455 shares; 2025Q3: 3,766 shares; 2025Q4: 4,641 shares 4,641 $640K 0.02% +875 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: 2,405 shares; 2025Q3: 2,291 shares; 2025Q4: 2,322 shares 2,322 $639K 0.02% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,406 shares 1,406 $637K 0.02% +361 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: not reported; 2024Q4: 1,922 shares; 2025Q1: 2,131 shares; 2025Q2: 2,253 shares; 2025Q3: 3,312 shares; 2025Q4: 4,788 shares 4,788 $636K 0.02% +1,476 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,266 shares; 2025Q4: 26,055 shares 26,055 $635K 0.02% +16,789 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: 694 shares; 2024Q4: 926 shares; 2025Q1: 846 shares; 2025Q2: 856 shares; 2025Q3: 837 shares; 2025Q4: 1,088 shares 1,088 $630K 0.02% +251 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: 4,959 shares; 2024Q4: 5,037 shares; 2025Q1: 4,837 shares; 2025Q2: 5,405 shares; 2025Q3: 6,391 shares; 2025Q4: 7,187 shares 7,187 $626K 0.02% +796 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: 5,057 shares; 2024Q4: 6,272 shares; 2025Q1: 5,935 shares; 2025Q2: 4,294 shares; 2025Q3: 8,716 shares; 2025Q4: 6,248 shares 6,248 $624K 0.02% -2,468 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 181 shares; 2025Q1: 229 shares; 2025Q2: 563 shares; 2025Q3: 937 shares; 2025Q4: 1,022 shares 1,022 $618K 0.02% +85 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 3,556 shares; 2025Q3: 4,788 shares; 2025Q4: 5,493 shares 5,493 $614K 0.02% +705 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: 1,202 shares; 2024Q4: 3,457 shares; 2025Q1: 3,308 shares; 2025Q2: 5,830 shares; 2025Q3: 5,684 shares; 2025Q4: 3,200 shares 3,200 $613K 0.02% -2,484 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,072 shares 22,072 $612K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,911 shares; 2025Q1: 6,749 shares; 2025Q2: 6,595 shares; 2025Q3: 6,792 shares; 2025Q4: 13,608 shares 13,608 $608K 0.02% +6,816 Timeline BITY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,447 shares 15,447 $605K 0.02% new 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: 4,475 shares; 2024Q4: 5,740 shares; 2025Q1: 6,158 shares; 2025Q2: 6,621 shares; 2025Q3: 10,471 shares; 2025Q4: 7,455 shares 7,455 $605K 0.02% -3,016 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 10,851 shares; 2025Q1: not reported; 2025Q2: 9,671 shares; 2025Q3: 13,363 shares; 2025Q4: 13,671 shares 13,671 $604K 0.02% +308 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: 6,657 shares; 2024Q4: 7,586 shares; 2025Q1: 7,695 shares; 2025Q2: 8,942 shares; 2025Q3: 7,435 shares; 2025Q4: 6,560 shares 6,560 $600K 0.02% -875 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 117,200 shares; 2025Q3: 103,972 shares; 2025Q4: 104,429 shares 104,429 $592K 0.02% +457 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: 5,117 shares; 2024Q4: 2,861 shares; 2025Q1: 2,641 shares; 2025Q2: 3,304 shares; 2025Q3: 3,781 shares; 2025Q4: 3,630 shares 3,630 $591K 0.02% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 6,933 shares; 2025Q4: 7,673 shares 7,673 $588K 0.02% +740 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: 8,059 shares; 2024Q4: 8,109 shares; 2025Q1: 7,738 shares; 2025Q2: 16,974 shares; 2025Q3: 15,264 shares; 2025Q4: 19,495 shares 19,495 $583K 0.02% +4,231 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 2,713 shares; 2025Q4: 2,809 shares 2,809 $582K 0.02% +96 Timeline SCHA 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: 8,712 shares; 2024Q4: 24,628 shares; 2025Q1: 19,439 shares; 2025Q2: 18,148 shares; 2025Q3: 18,452 shares; 2025Q4: 20,365 shares 20,365 $580K 0.02% +1,913 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,306 shares 8,306 $576K 0.02% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,281 shares; 2025Q4: 6,260 shares 6,260 $575K 0.02% -21 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: not reported; 2024Q4: 4,890 shares; 2025Q1: not reported; 2025Q2: 8,526 shares; 2025Q3: 11,609 shares; 2025Q4: 10,707 shares 10,707 $571K 0.02% -902 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 48,894 shares 48,894 $569K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 8,112 shares; 2025Q1: 8,828 shares; 2025Q2: 10,639 shares; 2025Q3: 10,411 shares; 2025Q4: 5,635 shares 5,635 $569K 0.02% -4,776 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,264 shares; 2024Q4: 90,512 shares; 2025Q1: 101,122 shares; 2025Q2: 78,155 shares; 2025Q3: 72,451 shares; 2025Q4: 75,663 shares 75,663 $567K 0.02% +3,212 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: not reported; 2024Q4: 7,391 shares; 2025Q1: 7,478 shares; 2025Q2: 11,146 shares; 2025Q3: 11,522 shares; 2025Q4: 11,426 shares 11,426 $562K 0.02% -96 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: 17,259 shares; 2024Q4: 17,826 shares; 2025Q1: 17,424 shares; 2025Q2: 18,946 shares; 2025Q3: 21,258 shares; 2025Q4: 21,977 shares 21,977 $559K 0.02% +719 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares 1,888 $559K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 36,578 shares; 2025Q1: 19,433 shares; 2025Q2: 21,298 shares; 2025Q3: 19,736 shares; 2025Q4: 23,210 shares 23,210 $558K 0.02% +3,474 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 10,614 shares 10,614 $556K 0.02% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,261 shares; 2025Q3: 1,885 shares; 2025Q4: 3,311 shares 3,311 $551K 0.02% +1,426 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: 911 shares; 2024Q4: 753 shares; 2025Q1: 972 shares; 2025Q2: 1,200 shares; 2025Q3: 1,137 shares; 2025Q4: 1,755 shares 1,755 $548K 0.01% +618 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 1,940 shares; 2025Q3: not reported; 2025Q4: 4,587 shares 4,587 $544K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 2,069 shares 2,069 $543K 0.01% +822 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,349 shares; 2025Q1: 2,536 shares; 2025Q2: 2,600 shares; 2025Q3: not reported; 2025Q4: 3,499 shares 3,499 $541K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 6,959 shares; 2025Q1: 6,395 shares; 2025Q2: 10,260 shares; 2025Q3: 4,677 shares; 2025Q4: 9,214 shares 9,214 $540K 0.01% +4,537 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,610 shares; 2025Q1: 10,810 shares; 2025Q2: 10,913 shares; 2025Q3: 10,366 shares; 2025Q4: 9,486 shares 9,486 $539K 0.01% -880 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,608 shares; 2024Q4: 10,610 shares; 2025Q1: 10,670 shares; 2025Q2: 11,570 shares; 2025Q3: 11,765 shares; 2025Q4: 6,473 shares 6,473 $537K 0.01% -5,292 Timeline ORCX TIDAL TR II DEFIANCE DAILY TAR More: the full row for TIDAL TR II DEFIANCE DAILY TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 31,000 shares 31,000 $534K 0.01% -4,000 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,436 shares; 2025Q4: 2,983 shares 2,983 $533K 0.01% +547 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: 5,372 shares; 2024Q4: 4,298 shares; 2025Q1: 4,304 shares; 2025Q2: 5,018 shares; 2025Q3: 10,298 shares; 2025Q4: 5,514 shares 5,514 $530K 0.01% -4,784 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,082 shares; 2025Q1: 15,003 shares; 2025Q2: 18,897 shares; 2025Q3: not reported; 2025Q4: 20,285 shares 20,285 $529K 0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,505 shares; 2025Q2: 12,234 shares; 2025Q3: 13,244 shares; 2025Q4: 13,700 shares 13,700 $528K 0.01% +456 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,821 shares; 2024Q4: 63,668 shares; 2025Q1: 80,448 shares; 2025Q2: 18,572 shares; 2025Q3: 13,074 shares; 2025Q4: 10,364 shares 10,364 $527K 0.01% -2,710 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 1,857 shares; 2025Q3: 3,618 shares; 2025Q4: 3,847 shares 3,847 $523K 0.01% +229 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,108 shares; 2025Q1: 12,108 shares; 2025Q2: 12,204 shares; 2025Q3: 12,413 shares; 2025Q4: 12,283 shares 12,283 $521K 0.01% -130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 1,386 shares; 2025Q4: 1,482 shares 1,482 $521K 0.01% +96 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares 1,847 $516K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,365 shares; 2025Q1: 1,441 shares; 2025Q2: 1,694 shares; 2025Q3: 2,094 shares; 2025Q4: 1,981 shares 1,981 $514K 0.01% -113 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 8,144 shares; 2025Q1: 8,248 shares; 2025Q2: 10,597 shares; 2025Q3: 11,597 shares; 2025Q4: 12,716 shares 12,716 $511K 0.01% +1,119 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,106 shares; 2025Q2: 5,299 shares; 2025Q3: 8,051 shares; 2025Q4: 6,427 shares 6,427 $510K 0.01% -1,624 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: 7,143 shares; 2024Q4: 6,884 shares; 2025Q1: 6,376 shares; 2025Q2: 6,568 shares; 2025Q3: 8,114 shares; 2025Q4: 8,158 shares 8,158 $510K 0.01% +44 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,898 shares 4,898 $509K 0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,087 shares; 2025Q3: not reported; 2025Q4: 4,940 shares 4,940 $509K 0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 3,886 shares 3,886 $506K 0.01% new Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,148 shares 23,148 $501K 0.01% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP 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: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $500K 0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 18,142 shares; 2025Q3: not reported; 2025Q4: 18,695 shares 18,695 $492K 0.01% new Timeline FNDF 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: 7,281 shares; 2024Q4: 8,964 shares; 2025Q1: 10,356 shares; 2025Q2: 10,893 shares; 2025Q3: 10,276 shares; 2025Q4: 10,866 shares 10,866 $491K 0.01% +590 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: 2,968 shares; 2025Q4: 2,833 shares 2,833 $488K 0.01% -135 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,153 shares 10,153 $483K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,487 shares 1,487 $482K 0.01% -120 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,703 shares; 2025Q4: 2,593 shares 2,593 $481K 0.01% -110 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,361 shares 1,361 $481K 0.01% +223 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 60,449 shares; 2025Q1: 73,528 shares; 2025Q2: 35,093 shares; 2025Q3: 20,238 shares; 2025Q4: 13,607 shares 13,607 $481K 0.01% -6,631 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,698 shares 4,698 $477K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,489 shares 3,489 $477K 0.01% +280 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,629 shares; 2025Q3: 8,986 shares; 2025Q4: 8,696 shares 8,696 $476K 0.01% -290 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE 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: 13,560 shares; 2025Q2: 11,576 shares; 2025Q3: 13,257 shares; 2025Q4: 13,120 shares 13,120 $476K 0.01% -137 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: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,042 shares; 2025Q3: not reported; 2025Q4: 1,522 shares 1,522 $476K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,941 shares; 2025Q4: 2,118 shares 2,118 $474K 0.01% +177 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: 1,311 shares; 2024Q4: 1,373 shares; 2025Q1: 1,362 shares; 2025Q2: 2,241 shares; 2025Q3: 2,786 shares; 2025Q4: 3,758 shares 3,758 $473K 0.01% +972 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: 579 shares; 2024Q4: 3,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,105 shares; 2025Q3: 806 shares; 2025Q4: 782 shares 782 $472K 0.01% -24 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,004 shares 2,004 $470K 0.01% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,868 shares; 2025Q2: 24,012 shares; 2025Q3: 24,012 shares; 2025Q4: 24,012 shares 24,012 $470K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,068 shares; 2025Q1: 3,110 shares; 2025Q2: 3,031 shares; 2025Q3: not reported; 2025Q4: 3,595 shares 3,595 $470K 0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,959 shares; 2025Q2: 2,036 shares; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $469K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: not reported; 2025Q4: 3,412 shares 3,412 $461K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,997 shares; 2025Q4: 2,020 shares 2,020 $461K 0.01% +23 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 1,012 shares; 2025Q3: 1,107 shares; 2025Q4: 1,760 shares 1,760 $461K 0.01% +653 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: 6,198 shares 6,198 $459K 0.01% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 9,178 shares; 2025Q4: 12,259 shares 12,259 $458K 0.01% +3,081 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: 4,748 shares; 2024Q4: 5,083 shares; 2025Q1: 4,785 shares; 2025Q2: 4,446 shares; 2025Q3: 4,351 shares; 2025Q4: 3,245 shares 3,245 $458K 0.01% -1,106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares; 2025Q3: 2,508 shares; 2025Q4: 3,363 shares 3,363 $458K 0.01% +855 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 3,890 shares 3,890 $457K 0.01% +776 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,612 shares 14,612 $457K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 3,309 shares; 2025Q4: 5,271 shares 5,271 $455K 0.01% +1,962 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,408 shares 2,408 $454K 0.01% +119 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,982 shares; 2024Q4: 15,273 shares; 2025Q1: 15,420 shares; 2025Q2: 16,971 shares; 2025Q3: 8,617 shares; 2025Q4: 10,971 shares 10,971 $451K 0.01% +2,354 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 8,399 shares; 2025Q4: 15,949 shares 15,949 $450K 0.01% +7,550 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: 2,439 shares; 2025Q4: 2,317 shares 2,317 $450K 0.01% -122 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 6,475 shares; 2025Q3: 5,215 shares; 2025Q4: 7,415 shares 7,415 $449K 0.01% +2,200 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,657 shares; 2025Q3: 1,854 shares; 2025Q4: 1,861 shares 1,861 $447K 0.01% +7 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,112 shares; 2025Q4: 3,383 shares 3,383 $444K 0.01% +271 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,987 shares; 2025Q1: 10,502 shares; 2025Q2: 7,381 shares; 2025Q3: 10,145 shares; 2025Q4: 5,044 shares 5,044 $440K 0.01% -5,101 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,961 shares 3,961 $436K 0.01% new Timeline SLYV 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: 4,257 shares; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 4,313 shares; 2025Q3: 4,335 shares; 2025Q4: 4,772 shares 4,772 $434K 0.01% +437 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 15,018 shares; 2025Q1: 17,223 shares; 2025Q2: 17,122 shares; 2025Q3: 17,132 shares; 2025Q4: 16,608 shares 16,608 $434K 0.01% -524 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: 3,208 shares; 2024Q4: 3,116 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,123 shares; 2025Q4: 3,110 shares 3,110 $433K 0.01% -13 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 779 shares 779 $429K 0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,015 shares; 2025Q1: 12,204 shares; 2025Q2: 12,359 shares; 2025Q3: 12,355 shares; 2025Q4: 12,364 shares 12,364 $428K 0.01% +9 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 6,963 shares; 2025Q3: 8,934 shares; 2025Q4: 9,279 shares 9,279 $423K 0.01% +345 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,918 shares; 2025Q4: 3,305 shares 3,305 $418K 0.01% +1,387 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 2,475 shares; 2025Q4: 4,265 shares 4,265 $418K 0.01% +1,790 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: not reported; 2025Q4: 313 shares 313 $416K 0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,149 shares; 2025Q3: 21,764 shares; 2025Q4: 25,491 shares 25,491 $416K 0.01% +3,727 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,181 shares; 2025Q1: 1,190 shares; 2025Q2: 1,377 shares; 2025Q3: 1,749 shares; 2025Q4: 1,845 shares 1,845 $415K 0.01% +96 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,189 shares; 2025Q4: 5,851 shares 5,851 $413K 0.01% +662 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $413K 0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,740 shares; 2025Q4: 4,880 shares 4,880 $412K 0.01% +2,140 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 4,711 shares; 2025Q4: 4,836 shares 4,836 $412K 0.01% +125 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,751 shares; 2025Q2: 3,330 shares; 2025Q3: not reported; 2025Q4: 6,945 shares 6,945 $408K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 3,138 shares; 2025Q3: not reported; 2025Q4: 4,754 shares 4,754 $407K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: not reported; 2025Q1: 1,458 shares; 2025Q2: 2,319 shares; 2025Q3: 2,962 shares; 2025Q4: 2,688 shares 2,688 $407K 0.01% -274 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 11,558 shares 11,558 $405K 0.01% new Timeline RIOX TIDAL TR II DEFIANCE DAILY TAR More: the full row for TIDAL TR II DEFIANCE DAILY TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,900 shares; 2025Q3: not reported; 2025Q4: 57,300 shares 57,300 $404K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: 1,536 shares; 2025Q4: 1,851 shares 1,851 $404K 0.01% +315 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,717 shares; 2025Q4: 1,566 shares 1,566 $400K 0.01% -151 Timeline