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: 808,775 shares; 2024Q4: 797,325 shares; 2025Q1: 795,538 shares; 2025Q2: 787,254 shares; 2025Q3: 763,512 shares; 2025Q4: 753,192 shares 753,192 $140M 14.89% -10,320 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: 127,905 shares; 2024Q4: 126,770 shares; 2025Q1: 127,676 shares; 2025Q2: 125,768 shares; 2025Q3: 124,255 shares; 2025Q4: 122,517 shares 122,517 $33.3M 3.53% -1,738 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: 50,588 shares; 2024Q4: 50,361 shares; 2025Q1: 50,019 shares; 2025Q2: 48,821 shares; 2025Q3: 48,168 shares; 2025Q4: 47,497 shares 47,497 $23M 2.43% -671 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: 91,744 shares; 2024Q4: 91,341 shares; 2025Q1: 96,706 shares; 2025Q2: 89,836 shares; 2025Q3: 84,792 shares; 2025Q4: 83,922 shares 83,922 $19.4M 2.05% -870 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: 60,228 shares; 2024Q4: 57,926 shares; 2025Q1: 58,248 shares; 2025Q2: 58,586 shares; 2025Q3: 56,345 shares; 2025Q4: 55,446 shares 55,446 $17.4M 1.84% -899 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: 21,437 shares; 2024Q4: 20,508 shares; 2025Q1: 25,630 shares; 2025Q2: 26,322 shares; 2025Q3: 28,202 shares; 2025Q4: 26,608 shares 26,608 $16.3M 1.73% -1,594 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: 20,275 shares; 2024Q4: 20,241 shares; 2025Q1: 20,559 shares; 2025Q2: 20,541 shares; 2025Q3: 20,140 shares; 2025Q4: 19,854 shares 19,854 $13.1M 1.39% -286 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: 73,713 shares; 2025Q2: 73,473 shares; 2025Q3: 73,472 shares; 2025Q4: 72,697 shares 72,697 $12.4M 1.32% -775 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: 27,722 shares; 2024Q4: 27,164 shares; 2025Q1: 27,139 shares; 2025Q2: 26,867 shares; 2025Q3: 26,237 shares; 2025Q4: 25,940 shares 25,940 $11.7M 1.24% -297 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,820 shares; 2024Q4: 20,706 shares; 2025Q1: 20,626 shares; 2025Q2: 20,694 shares; 2025Q3: 20,566 shares; 2025Q4: 20,436 shares 20,436 $11.6M 1.23% -130 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: 10,419 shares; 2024Q4: 10,366 shares; 2025Q1: 10,294 shares; 2025Q2: 10,250 shares; 2025Q3: 9,980 shares; 2025Q4: 9,775 shares 9,775 $8.59M 0.91% -205 Timeline VTWG 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: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 33,993 shares; 2025Q2: 33,832 shares; 2025Q3: 33,562 shares; 2025Q4: 33,562 shares 33,562 $7.92M 0.84% 0 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: 24,080 shares; 2024Q4: 24,084 shares; 2025Q1: 24,310 shares; 2025Q2: 22,846 shares; 2025Q3: 22,910 shares; 2025Q4: 22,785 shares 22,785 $7.89M 0.84% -125 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: 9,726 shares; 2024Q4: 9,628 shares; 2025Q1: 9,502 shares; 2025Q2: 9,216 shares; 2025Q3: 9,189 shares; 2025Q4: 9,092 shares 9,092 $7.84M 0.83% -97 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: 62,626 shares; 2024Q4: 243,556 shares; 2025Q1: 241,612 shares; 2025Q2: 239,701 shares; 2025Q3: 230,881 shares; 2025Q4: 229,865 shares 229,865 $7.5M 0.79% -1,016 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,577 shares; 2024Q4: 21,340 shares; 2025Q1: 43,992 shares; 2025Q2: 43,992 shares; 2025Q3: 43,494 shares; 2025Q4: 43,494 shares 43,494 $6.96M 0.74% 0 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: 9,501 shares; 2024Q4: 16,709 shares; 2025Q1: 9,175 shares; 2025Q2: 9,305 shares; 2025Q3: 10,941 shares; 2025Q4: 9,939 shares 9,939 $6.78M 0.72% -1,002 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: 7,908 shares; 2024Q4: 7,688 shares; 2025Q1: 8,391 shares; 2025Q2: 8,396 shares; 2025Q3: 8,242 shares; 2025Q4: 8,202 shares 8,202 $6.64M 0.7% -40 Timeline XMMO 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: 48,709 shares; 2024Q4: 48,595 shares; 2025Q1: 48,356 shares; 2025Q2: 47,922 shares; 2025Q3: 47,904 shares; 2025Q4: 46,961 shares 46,961 $6.5M 0.69% -943 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,479 shares; 2024Q4: 42,215 shares; 2025Q1: 43,116 shares; 2025Q2: 42,456 shares; 2025Q3: 42,311 shares; 2025Q4: 41,270 shares 41,270 $6.4M 0.68% -1,041 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: 18,459 shares; 2024Q4: 18,323 shares; 2025Q1: 18,997 shares; 2025Q2: 17,833 shares; 2025Q3: 18,264 shares; 2025Q4: 17,618 shares 17,618 $6.34M 0.67% -646 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: 78,618 shares; 2024Q4: 78,435 shares; 2025Q1: 77,892 shares; 2025Q2: 76,429 shares; 2025Q3: 75,432 shares; 2025Q4: 75,032 shares 75,032 $6.32M 0.67% -400 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: 6,698 shares; 2024Q4: 6,380 shares; 2025Q1: 6,166 shares; 2025Q2: 5,944 shares; 2025Q3: 5,784 shares; 2025Q4: 5,737 shares 5,737 $6.16M 0.65% -47 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: 20,861 shares; 2024Q4: 21,020 shares; 2025Q1: 21,399 shares; 2025Q2: 21,622 shares; 2025Q3: 21,214 shares; 2025Q4: 42,717 shares 42,717 $6.15M 0.65% +21,503 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: 32,532 shares; 2024Q4: 31,134 shares; 2025Q1: 30,918 shares; 2025Q2: 29,149 shares; 2025Q3: 28,975 shares; 2025Q4: 28,708 shares 28,708 $6.15M 0.65% -267 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: 11,087 shares; 2024Q4: 10,523 shares; 2025Q1: 9,863 shares; 2025Q2: 9,193 shares; 2025Q3: 7,710 shares; 2025Q4: 12,207 shares 12,207 $5.96M 0.63% +4,497 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: 18,795 shares; 2024Q4: 17,894 shares; 2025Q1: 17,947 shares; 2025Q2: 17,909 shares; 2025Q3: 17,330 shares; 2025Q4: 16,914 shares 16,914 $5.92M 0.63% -416 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: 112,460 shares; 2024Q4: 110,130 shares; 2025Q1: 107,704 shares; 2025Q2: 107,475 shares; 2025Q3: 105,903 shares; 2025Q4: 107,891 shares 107,891 $5.91M 0.63% +1,988 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: 9,747 shares; 2024Q4: 9,648 shares; 2025Q1: 9,590 shares; 2025Q2: 9,537 shares; 2025Q3: 9,606 shares; 2025Q4: 9,491 shares 9,491 $5.42M 0.57% -115 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,206 shares; 2024Q4: 47,209 shares; 2025Q1: 47,422 shares; 2025Q2: 46,652 shares; 2025Q3: 45,704 shares; 2025Q4: 45,065 shares 45,065 $5.13M 0.54% -639 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,662 shares; 2024Q4: 29,622 shares; 2025Q1: 29,487 shares; 2025Q2: 29,519 shares; 2025Q3: 29,570 shares; 2025Q4: 29,502 shares 29,502 $5.12M 0.54% -68 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: 16,313 shares; 2024Q4: 15,957 shares; 2025Q1: 15,897 shares; 2025Q2: 16,115 shares; 2025Q3: 16,040 shares; 2025Q4: 15,700 shares 15,700 $5.06M 0.54% -340 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: 17,332 shares; 2024Q4: 17,179 shares; 2025Q1: 17,075 shares; 2025Q2: 16,612 shares; 2025Q3: 16,382 shares; 2025Q4: 16,078 shares 16,078 $5.05M 0.53% -304 Timeline PDP 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: 47,900 shares; 2024Q4: 46,602 shares; 2025Q1: 46,597 shares; 2025Q2: 45,817 shares; 2025Q3: 45,193 shares; 2025Q4: 43,067 shares 43,067 $5.01M 0.53% -2,126 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,148 shares; 2025Q3: 12,867 shares; 2025Q4: 16,589 shares 16,589 $5.01M 0.53% +3,722 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: 19,910 shares; 2024Q4: 19,856 shares; 2025Q1: 19,756 shares; 2025Q2: 19,751 shares; 2025Q3: 19,686 shares; 2025Q4: 19,294 shares 19,294 $4.96M 0.53% -392 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: 10,676 shares; 2024Q4: 10,475 shares; 2025Q1: 10,465 shares; 2025Q2: 10,478 shares; 2025Q3: 10,398 shares; 2025Q4: 9,825 shares 9,825 $4.94M 0.52% -573 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: 5,510 shares; 2024Q4: 5,432 shares; 2025Q1: 6,098 shares; 2025Q2: 18,970 shares; 2025Q3: 20,779 shares; 2025Q4: 23,298 shares 23,298 $4.93M 0.52% +2,519 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 67,893 shares; 2025Q4: 177,338 shares 177,338 $4.74M 0.5% +109,445 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: 13,758 shares; 2024Q4: 13,874 shares; 2025Q1: 13,602 shares; 2025Q2: 13,377 shares; 2025Q3: 13,420 shares; 2025Q4: 13,143 shares 13,143 $4.61M 0.49% -277 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: 16,726 shares; 2024Q4: 19,077 shares; 2025Q1: 20,167 shares; 2025Q2: 20,792 shares; 2025Q3: 20,708 shares; 2025Q4: 20,856 shares 20,856 $4.53M 0.48% +148 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: 57,743 shares; 2024Q4: 57,483 shares; 2025Q1: 56,678 shares; 2025Q2: 56,573 shares; 2025Q3: 54,885 shares; 2025Q4: 54,690 shares 54,690 $4.34M 0.46% -195 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,108 shares; 2024Q4: 31,583 shares; 2025Q1: 30,883 shares; 2025Q2: 31,619 shares; 2025Q3: 38,742 shares; 2025Q4: 72,979 shares 72,979 $4.29M 0.45% +34,237 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: 80,342 shares; 2024Q4: 79,689 shares; 2025Q1: 79,817 shares; 2025Q2: 79,300 shares; 2025Q3: 78,410 shares; 2025Q4: 77,601 shares 77,601 $4.27M 0.45% -809 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: 19,559 shares; 2024Q4: 19,500 shares; 2025Q1: 19,255 shares; 2025Q2: 19,095 shares; 2025Q3: 18,743 shares; 2025Q4: 18,600 shares 18,600 $4.25M 0.45% -143 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: 8,681 shares; 2024Q4: 8,513 shares; 2025Q1: 16,768 shares; 2025Q2: 24,176 shares; 2025Q3: 24,051 shares; 2025Q4: 23,867 shares 23,867 $4.23M 0.45% -184 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: 4,281 shares; 2024Q4: 4,277 shares; 2025Q1: 4,284 shares; 2025Q2: 4,182 shares; 2025Q3: 4,150 shares; 2025Q4: 41,409 shares 41,409 $3.88M 0.41% +37,259 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,701 shares; 2024Q4: 31,882 shares; 2025Q1: 31,875 shares; 2025Q2: 31,710 shares; 2025Q3: 31,518 shares; 2025Q4: 30,153 shares 30,153 $3.83M 0.41% -1,365 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 12,297 shares; 2025Q1: 12,155 shares; 2025Q2: 11,760 shares; 2025Q3: 11,622 shares; 2025Q4: 11,677 shares 11,677 $3.82M 0.41% +55 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,237 shares; 2024Q4: 80,602 shares; 2025Q1: 90,337 shares; 2025Q2: 90,377 shares; 2025Q3: 103,447 shares; 2025Q4: 107,913 shares 107,913 $3.8M 0.4% +4,466 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: 11,119 shares; 2024Q4: 11,111 shares; 2025Q1: 11,054 shares; 2025Q2: 10,793 shares; 2025Q3: 11,942 shares; 2025Q4: 11,865 shares 11,865 $3.65M 0.39% -77 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: 30,070 shares; 2024Q4: 29,941 shares; 2025Q1: 28,934 shares; 2025Q2: 28,081 shares; 2025Q3: 27,142 shares; 2025Q4: 26,287 shares 26,287 $3.62M 0.38% -855 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,363 shares 9,363 $3.62M 0.38% 0 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: 9,383 shares; 2024Q4: 9,331 shares; 2025Q1: 9,599 shares; 2025Q2: 9,788 shares; 2025Q3: 9,714 shares; 2025Q4: 9,598 shares 9,598 $3.55M 0.38% -116 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 25,370 shares 25,370 $3.49M 0.37% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,766 shares; 2024Q4: 35,704 shares; 2025Q1: 42,372 shares; 2025Q2: 42,030 shares; 2025Q3: 41,972 shares; 2025Q4: 41,397 shares 41,397 $3.37M 0.36% -575 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: 3,192 shares; 2024Q4: 3,156 shares; 2025Q1: 2,504 shares; 2025Q2: 4,074 shares; 2025Q3: 4,417 shares; 2025Q4: 4,423 shares 4,423 $3.33M 0.35% +6 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: 10,483 shares; 2024Q4: 11,347 shares; 2025Q1: 12,847 shares; 2025Q2: 13,857 shares; 2025Q3: 13,667 shares; 2025Q4: 13,198 shares 13,198 $3.25M 0.34% -469 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: 29,087 shares; 2024Q4: 27,041 shares; 2025Q1: 59,596 shares; 2025Q2: 58,905 shares; 2025Q3: 58,489 shares; 2025Q4: 60,183 shares 60,183 $3.24M 0.34% +1,694 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: 18,496 shares; 2024Q4: 20,051 shares; 2025Q1: 19,380 shares; 2025Q2: 18,987 shares; 2025Q3: 18,788 shares; 2025Q4: 16,572 shares 16,572 $3.23M 0.34% -2,216 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 11,069 shares; 2025Q1: 12,311 shares; 2025Q2: 12,258 shares; 2025Q3: 11,087 shares; 2025Q4: 11,024 shares 11,024 $3.18M 0.34% -63 Timeline IWC 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: 8,084 shares; 2024Q4: 8,102 shares; 2025Q1: 20,181 shares; 2025Q2: 20,181 shares; 2025Q3: 19,975 shares; 2025Q4: 20,082 shares 20,082 $3.17M 0.34% +107 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,333 shares; 2024Q4: 37,574 shares; 2025Q1: 43,188 shares; 2025Q2: 54,712 shares; 2025Q3: 35,910 shares; 2025Q4: 27,976 shares 27,976 $3.08M 0.33% -7,934 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: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.32% 0 Timeline IEV 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: 45,331 shares; 2024Q4: 44,982 shares; 2025Q1: 44,379 shares; 2025Q2: 43,831 shares; 2025Q3: 43,476 shares; 2025Q4: 43,632 shares 43,632 $2.99M 0.32% +156 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: 17,449 shares; 2024Q4: 17,278 shares; 2025Q1: 17,134 shares; 2025Q2: 17,105 shares; 2025Q3: 16,846 shares; 2025Q4: 16,718 shares 16,718 $2.97M 0.31% -128 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,005 shares; 2024Q4: 78,536 shares; 2025Q1: 76,939 shares; 2025Q2: 54,910 shares; 2025Q3: 51,744 shares; 2025Q4: 50,048 shares 50,048 $2.97M 0.31% -1,696 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,374 shares 2,374 $2.88M 0.31% -6 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,515 shares; 2024Q4: 62,351 shares; 2025Q1: 61,814 shares; 2025Q2: 61,415 shares; 2025Q3: 60,817 shares; 2025Q4: 59,950 shares 59,950 $2.81M 0.3% -867 Timeline BMVP 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: 59,793 shares; 2024Q4: 59,605 shares; 2025Q1: 59,605 shares; 2025Q2: 59,203 shares; 2025Q3: 58,960 shares; 2025Q4: 57,451 shares 57,451 $2.81M 0.3% -1,509 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 8,242 shares 8,242 $2.78M 0.3% +7,418 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: 53,205 shares; 2024Q4: 52,909 shares; 2025Q1: 52,475 shares; 2025Q2: 51,614 shares; 2025Q3: 51,167 shares; 2025Q4: 50,299 shares 50,299 $2.75M 0.29% -868 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: 4,760 shares; 2024Q4: 4,813 shares; 2025Q1: 4,802 shares; 2025Q2: 4,767 shares; 2025Q3: 4,714 shares; 2025Q4: 5,865 shares 5,865 $2.73M 0.29% +1,151 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,473 shares; 2025Q1: 17,313 shares; 2025Q2: 17,548 shares; 2025Q3: 17,742 shares; 2025Q4: 17,018 shares 17,018 $2.62M 0.28% -724 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: 4,950 shares; 2024Q4: 5,028 shares; 2025Q1: 4,715 shares; 2025Q2: 4,465 shares; 2025Q3: 4,563 shares; 2025Q4: 4,509 shares 4,509 $2.58M 0.27% -54 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: 15,502 shares; 2024Q4: 15,236 shares; 2025Q1: 15,068 shares; 2025Q2: 14,644 shares; 2025Q3: 14,480 shares; 2025Q4: 13,967 shares 13,967 $2.56M 0.27% -513 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,514 shares; 2024Q4: 10,391 shares; 2025Q1: 10,332 shares; 2025Q2: 10,190 shares; 2025Q3: 9,839 shares; 2025Q4: 9,649 shares 9,649 $2.56M 0.27% -190 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: 70,968 shares; 2024Q4: 70,671 shares; 2025Q1: 70,005 shares; 2025Q2: 69,915 shares; 2025Q3: 69,504 shares; 2025Q4: 69,449 shares 69,449 $2.52M 0.27% -55 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: 7,900 shares; 2024Q4: 15,491 shares; 2025Q1: 15,253 shares; 2025Q2: 14,415 shares; 2025Q3: 14,137 shares; 2025Q4: 13,604 shares 13,604 $2.51M 0.27% -533 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: 29,018 shares; 2024Q4: 28,562 shares; 2025Q1: 28,538 shares; 2025Q2: 28,563 shares; 2025Q3: 27,500 shares; 2025Q4: 54,911 shares 54,911 $2.46M 0.26% +27,411 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: 9,272 shares; 2024Q4: 9,253 shares; 2025Q1: 9,275 shares; 2025Q2: 9,077 shares; 2025Q3: 8,732 shares; 2025Q4: 8,742 shares 8,742 $2.39M 0.25% +10 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: 7,034 shares; 2024Q4: 7,052 shares; 2025Q1: 7,400 shares; 2025Q2: 7,415 shares; 2025Q3: 7,443 shares; 2025Q4: 7,326 shares 7,326 $2.33M 0.25% -117 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: 10,390 shares; 2024Q4: 10,279 shares; 2025Q1: 10,278 shares; 2025Q2: 9,640 shares; 2025Q3: 9,443 shares; 2025Q4: 9,427 shares 9,427 $2.27M 0.24% -16 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: 157,889 shares; 2024Q4: 157,128 shares; 2025Q1: 158,405 shares; 2025Q2: 155,872 shares; 2025Q3: 147,107 shares; 2025Q4: 145,341 shares 145,341 $2.22M 0.24% -1,766 Timeline CIBR 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: 23,083 shares; 2024Q4: 23,340 shares; 2025Q1: 25,606 shares; 2025Q2: 26,167 shares; 2025Q3: 30,345 shares; 2025Q4: 30,800 shares 30,800 $2.2M 0.23% +455 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: 6,317 shares; 2024Q4: 2,904 shares; 2025Q1: 6,711 shares; 2025Q2: 2,963 shares; 2025Q3: 7,433 shares; 2025Q4: 7,632 shares 7,632 $2.2M 0.23% +199 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: 21,217 shares; 2024Q4: 21,166 shares; 2025Q1: 20,735 shares; 2025Q2: 20,170 shares; 2025Q3: 19,531 shares; 2025Q4: 19,661 shares 19,661 $2.19M 0.23% +130 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: not reported; 2024Q4: 10,268 shares; 2025Q1: 10,502 shares; 2025Q2: 29,328 shares; 2025Q3: 36,483 shares; 2025Q4: 37,617 shares 37,617 $2.19M 0.23% +1,134 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: 17,595 shares; 2024Q4: 18,072 shares; 2025Q1: 17,962 shares; 2025Q2: 17,506 shares; 2025Q3: 17,355 shares; 2025Q4: 17,183 shares 17,183 $2.16M 0.23% -172 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: 154,835 shares; 2024Q4: 147,857 shares; 2025Q1: 144,433 shares; 2025Q2: 138,301 shares; 2025Q3: 130,826 shares; 2025Q4: 122,004 shares 122,004 $2.16M 0.23% -8,822 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: 11,163 shares; 2024Q4: 11,160 shares; 2025Q1: 11,093 shares; 2025Q2: 10,887 shares; 2025Q3: 10,389 shares; 2025Q4: 10,372 shares 10,372 $2.15M 0.23% -17 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: 13,602 shares; 2024Q4: 13,180 shares; 2025Q1: 13,187 shares; 2025Q2: 12,697 shares; 2025Q3: 12,519 shares; 2025Q4: 12,546 shares 12,546 $2.15M 0.23% +27 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: 40,146 shares; 2024Q4: 38,776 shares; 2025Q1: 38,519 shares; 2025Q2: 38,449 shares; 2025Q3: 36,946 shares; 2025Q4: 36,506 shares 36,506 $2.13M 0.23% -440 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: 2,611 shares; 2024Q4: 2,622 shares; 2025Q1: 3,193 shares; 2025Q2: 3,113 shares; 2025Q3: 3,230 shares; 2025Q4: 13,785 shares 13,785 $2.11M 0.22% +10,555 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,118 shares 10,118 $2.09M 0.22% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,541 shares; 2024Q4: 72,320 shares; 2025Q1: 75,080 shares; 2025Q2: 74,326 shares; 2025Q3: 79,155 shares; 2025Q4: 79,284 shares 79,284 $2.09M 0.22% +129 Timeline PFM 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: 40,480 shares; 2024Q4: 40,300 shares; 2025Q1: 40,300 shares; 2025Q2: 40,030 shares; 2025Q3: 39,964 shares; 2025Q4: 39,965 shares 39,965 $2.06M 0.22% +1 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: 374 shares; 2024Q4: 374 shares; 2025Q1: 391 shares; 2025Q2: 379 shares; 2025Q3: 376 shares; 2025Q4: 383 shares 383 $2.05M 0.22% +7 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,004 shares; 2024Q4: 10,951 shares; 2025Q1: 13,323 shares; 2025Q2: 13,048 shares; 2025Q3: 12,800 shares; 2025Q4: 12,717 shares 12,717 $2.04M 0.22% -83 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: 20,881 shares; 2024Q4: 19,389 shares; 2025Q1: 33,592 shares; 2025Q2: 33,347 shares; 2025Q3: 32,725 shares; 2025Q4: 32,272 shares 32,272 $2.02M 0.21% -453 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: 17,908 shares; 2024Q4: 17,875 shares; 2025Q1: 17,686 shares; 2025Q2: 17,716 shares; 2025Q3: 17,548 shares; 2025Q4: 17,242 shares 17,242 $2.01M 0.21% -306 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: 8,722 shares; 2024Q4: 8,644 shares; 2025Q1: 21,596 shares; 2025Q2: 21,596 shares; 2025Q3: 21,574 shares; 2025Q4: 21,574 shares 21,574 $1.99M 0.21% 0 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: 8,724 shares; 2024Q4: 9,019 shares; 2025Q1: 8,972 shares; 2025Q2: 8,737 shares; 2025Q3: 9,021 shares; 2025Q4: 9,051 shares 9,051 $1.99M 0.21% +30 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,137 shares; 2024Q4: 18,854 shares; 2025Q1: 19,167 shares; 2025Q2: 19,444 shares; 2025Q3: 19,389 shares; 2025Q4: 19,192 shares 19,192 $1.98M 0.21% -197 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: 21,581 shares; 2024Q4: 19,890 shares; 2025Q1: 15,849 shares; 2025Q2: 14,124 shares; 2025Q3: 12,486 shares; 2025Q4: 9,915 shares 9,915 $1.97M 0.21% -2,571 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: 1,680 shares; 2024Q4: 1,681 shares; 2025Q1: 4,428 shares; 2025Q2: 6,796 shares; 2025Q3: 6,786 shares; 2025Q4: 7,003 shares 7,003 $1.95M 0.21% +217 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: 12,430 shares; 2024Q4: 12,165 shares; 2025Q1: 12,165 shares; 2025Q2: 12,166 shares; 2025Q3: 12,108 shares; 2025Q4: 11,791 shares 11,791 $1.92M 0.2% -317 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,054 shares; 2024Q4: 28,881 shares; 2025Q1: 28,540 shares; 2025Q2: 28,367 shares; 2025Q3: 28,368 shares; 2025Q4: 25,112 shares 25,112 $1.88M 0.2% -3,256 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: 3,927 shares; 2024Q4: 3,921 shares; 2025Q1: 3,394 shares; 2025Q2: 10,086 shares; 2025Q3: 10,147 shares; 2025Q4: 9,867 shares 9,867 $1.88M 0.2% -280 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,850 shares; 2024Q4: 26,779 shares; 2025Q1: 26,713 shares; 2025Q2: 26,392 shares; 2025Q3: 25,684 shares; 2025Q4: 25,466 shares 25,466 $1.88M 0.2% -218 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: 15,780 shares; 2025Q1: 16,030 shares; 2025Q2: 12,828 shares; 2025Q3: 12,259 shares; 2025Q4: 11,556 shares 11,556 $1.87M 0.2% -703 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: 14,684 shares; 2024Q4: 16,293 shares; 2025Q1: 18,960 shares; 2025Q2: 22,502 shares; 2025Q3: 21,639 shares; 2025Q4: 21,851 shares 21,851 $1.86M 0.2% +212 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: 9,215 shares; 2024Q4: 9,215 shares; 2025Q1: 9,225 shares; 2025Q2: 9,182 shares; 2025Q3: 9,084 shares; 2025Q4: 8,961 shares 8,961 $1.84M 0.19% -123 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: 8,304 shares; 2024Q4: 8,308 shares; 2025Q1: 7,681 shares; 2025Q2: 7,098 shares; 2025Q3: 7,045 shares; 2025Q4: 9,317 shares 9,317 $1.84M 0.19% +2,272 Timeline IHI 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: 29,559 shares; 2024Q4: 29,281 shares; 2025Q1: 29,813 shares; 2025Q2: 29,520 shares; 2025Q3: 28,193 shares; 2025Q4: 29,278 shares 29,278 $1.82M 0.19% +1,085 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 3,572 shares; 2025Q1: 3,529 shares; 2025Q2: 2,610 shares; 2025Q3: 2,623 shares; 2025Q4: 2,650 shares 2,650 $1.81M 0.19% +27 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: 4,546 shares; 2024Q4: 3,890 shares; 2025Q1: 3,851 shares; 2025Q2: 4,039 shares; 2025Q3: 11,367 shares; 2025Q4: 11,548 shares 11,548 $1.76M 0.19% +181 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,352 shares; 2024Q4: 27,203 shares; 2025Q1: 29,943 shares; 2025Q2: 29,785 shares; 2025Q3: 30,504 shares; 2025Q4: 29,450 shares 29,450 $1.75M 0.19% -1,054 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: 2,566 shares; 2024Q4: 2,544 shares; 2025Q1: 2,549 shares; 2025Q2: 2,394 shares; 2025Q3: 2,715 shares; 2025Q4: 2,638 shares 2,638 $1.72M 0.18% -77 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: 49,634 shares; 2024Q4: 48,658 shares; 2025Q1: 47,820 shares; 2025Q2: 46,937 shares; 2025Q3: 45,144 shares; 2025Q4: 42,428 shares 42,428 $1.72M 0.18% -2,716 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,768 shares; 2024Q4: 20,768 shares; 2025Q1: 20,768 shares; 2025Q2: 20,768 shares; 2025Q3: 20,768 shares; 2025Q4: 20,268 shares 20,268 $1.67M 0.18% -500 Timeline VOX 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: 9,173 shares; 2024Q4: 9,067 shares; 2025Q1: 9,153 shares; 2025Q2: 7,923 shares; 2025Q3: 8,188 shares; 2025Q4: 8,597 shares 8,597 $1.66M 0.18% +409 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: 5,665 shares; 2024Q4: 5,503 shares; 2025Q1: 5,366 shares; 2025Q2: 5,153 shares; 2025Q3: 5,074 shares; 2025Q4: 4,813 shares 4,813 $1.66M 0.18% -261 Timeline VFH 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: 12,374 shares; 2024Q4: 11,988 shares; 2025Q1: 11,468 shares; 2025Q2: 11,417 shares; 2025Q3: 11,824 shares; 2025Q4: 12,369 shares 12,369 $1.65M 0.18% +545 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,489 shares; 2025Q2: 14,489 shares; 2025Q3: 14,446 shares; 2025Q4: 13,426 shares 13,426 $1.63M 0.17% -1,020 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: 885 shares; 2024Q4: 862 shares; 2025Q1: 4,643 shares; 2025Q2: 4,647 shares; 2025Q3: 4,772 shares; 2025Q4: 4,772 shares 4,772 $1.6M 0.17% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,245 shares; 2025Q2: 62,950 shares; 2025Q3: 62,849 shares; 2025Q4: 63,992 shares 63,992 $1.58M 0.17% +1,143 Timeline CSD 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: 16,369 shares; 2024Q4: 16,315 shares; 2025Q1: 16,225 shares; 2025Q2: 16,058 shares; 2025Q3: 16,011 shares; 2025Q4: 15,801 shares 15,801 $1.58M 0.17% -210 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: 5,099 shares; 2024Q4: 5,054 shares; 2025Q1: 4,550 shares; 2025Q2: 4,480 shares; 2025Q3: 4,440 shares; 2025Q4: 5,510 shares 5,510 $1.57M 0.17% +1,070 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,637 shares; 2024Q4: 40,372 shares; 2025Q1: 40,372 shares; 2025Q2: 39,272 shares; 2025Q3: 37,089 shares; 2025Q4: 36,851 shares 36,851 $1.55M 0.16% -238 Timeline VCR 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: 3,802 shares; 2024Q4: 3,730 shares; 2025Q1: 3,661 shares; 2025Q2: 3,415 shares; 2025Q3: 3,584 shares; 2025Q4: 3,847 shares 3,847 $1.52M 0.16% +263 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: 17,260 shares; 2024Q4: 17,260 shares; 2025Q1: 17,041 shares; 2025Q2: 17,041 shares; 2025Q3: 17,041 shares; 2025Q4: 17,319 shares 17,319 $1.51M 0.16% +278 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: 9,086 shares; 2024Q4: 9,710 shares; 2025Q1: 10,819 shares; 2025Q2: 9,989 shares; 2025Q3: 9,787 shares; 2025Q4: 9,325 shares 9,325 $1.5M 0.16% -462 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: 27,094 shares; 2024Q4: 26,510 shares; 2025Q1: 26,702 shares; 2025Q2: 24,248 shares; 2025Q3: 22,129 shares; 2025Q4: 12,122 shares 12,122 $1.49M 0.16% -10,007 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: 5,650 shares; 2024Q4: 5,594 shares; 2025Q1: 5,485 shares; 2025Q2: 5,461 shares; 2025Q3: 5,140 shares; 2025Q4: 5,111 shares 5,111 $1.48M 0.16% -29 Timeline XSMO 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: 21,488 shares; 2024Q4: 21,393 shares; 2025Q1: 21,393 shares; 2025Q2: 21,443 shares; 2025Q3: 21,086 shares; 2025Q4: 20,546 shares 20,546 $1.48M 0.16% -540 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: 1,855 shares; 2024Q4: 1,911 shares; 2025Q1: 3,395 shares; 2025Q2: 3,631 shares; 2025Q3: 3,717 shares; 2025Q4: 3,708 shares 3,708 $1.47M 0.16% -9 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,614 shares; 2025Q1: 3,514 shares; 2025Q2: 3,423 shares; 2025Q3: 3,223 shares; 2025Q4: 3,215 shares 3,215 $1.46M 0.15% -8 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: 10,377 shares; 2024Q4: 10,275 shares; 2025Q1: 11,870 shares; 2025Q2: 12,489 shares; 2025Q3: 12,711 shares; 2025Q4: 12,402 shares 12,402 $1.45M 0.15% -309 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: 23,317 shares; 2024Q4: 24,560 shares; 2025Q1: 24,725 shares; 2025Q2: 25,634 shares; 2025Q3: 24,991 shares; 2025Q4: 25,293 shares 25,293 $1.45M 0.15% +302 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: 5,152 shares; 2024Q4: 5,012 shares; 2025Q1: 5,093 shares; 2025Q2: 5,086 shares; 2025Q3: 4,877 shares; 2025Q4: 4,658 shares 4,658 $1.45M 0.15% -219 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,414 shares; 2024Q4: 18,435 shares; 2025Q1: 18,440 shares; 2025Q2: 18,049 shares; 2025Q3: 18,055 shares; 2025Q4: 17,842 shares 17,842 $1.44M 0.15% -213 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,318 shares; 2024Q4: 15,250 shares; 2025Q1: 14,682 shares; 2025Q2: 9,550 shares; 2025Q3: 15,792 shares; 2025Q4: 16,246 shares 16,246 $1.44M 0.15% +454 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,210 shares; 2025Q3: 5,110 shares; 2025Q4: 5,110 shares 5,110 $1.42M 0.15% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 7,603 shares; 2025Q1: 7,581 shares; 2025Q2: 7,581 shares; 2025Q3: 7,494 shares; 2025Q4: 7,473 shares 7,473 $1.41M 0.15% -21 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: 5,517 shares; 2024Q4: 5,480 shares; 2025Q1: 5,356 shares; 2025Q2: 5,359 shares; 2025Q3: 7,364 shares; 2025Q4: 6,324 shares 6,324 $1.39M 0.15% -1,040 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,969 shares; 2024Q4: 9,495 shares; 2025Q1: 9,521 shares; 2025Q2: 9,482 shares; 2025Q3: 9,679 shares; 2025Q4: 9,263 shares 9,263 $1.38M 0.15% -416 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: 2,497 shares; 2024Q4: 2,526 shares; 2025Q1: 2,502 shares; 2025Q2: 2,458 shares; 2025Q3: 2,410 shares; 2025Q4: 2,421 shares 2,421 $1.37M 0.15% +11 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: 19,852 shares; 2024Q4: 20,268 shares; 2025Q1: 18,100 shares; 2025Q2: 18,015 shares; 2025Q3: 17,658 shares; 2025Q4: 17,759 shares 17,759 $1.37M 0.15% +101 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,011 shares; 2024Q4: 21,625 shares; 2025Q1: 21,580 shares; 2025Q2: 21,561 shares; 2025Q3: 21,362 shares; 2025Q4: 21,286 shares 21,286 $1.36M 0.14% -76 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 760 shares; 2025Q2: 738 shares; 2025Q3: 835 shares; 2025Q4: 798 shares 798 $1.35M 0.14% -37 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 24,646 shares; 2025Q1: 24,646 shares; 2025Q2: 24,592 shares; 2025Q3: 24,495 shares; 2025Q4: 29,232 shares 29,232 $1.35M 0.14% +4,737 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: 7,222 shares; 2024Q4: 7,222 shares; 2025Q1: 7,142 shares; 2025Q2: 6,985 shares; 2025Q3: 6,985 shares; 2025Q4: 6,885 shares 6,885 $1.34M 0.14% -100 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: 2,795 shares; 2024Q4: 2,824 shares; 2025Q1: 2,775 shares; 2025Q2: 6,695 shares; 2025Q3: 9,336 shares; 2025Q4: 11,066 shares 11,066 $1.33M 0.14% +1,730 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 12,241 shares; 2025Q1: 12,116 shares; 2025Q2: 11,778 shares; 2025Q3: 12,891 shares; 2025Q4: 12,645 shares 12,645 $1.33M 0.14% -246 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: 17,396 shares; 2024Q4: 17,188 shares; 2025Q1: 16,169 shares; 2025Q2: 16,056 shares; 2025Q3: 15,801 shares; 2025Q4: 15,497 shares 15,497 $1.33M 0.14% -304 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,961 shares; 2024Q4: 13,053 shares; 2025Q1: 14,434 shares; 2025Q2: 19,862 shares; 2025Q3: 19,682 shares; 2025Q4: 20,175 shares 20,175 $1.31M 0.14% +493 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: 7,564 shares; 2024Q4: 7,564 shares; 2025Q1: 11,980 shares; 2025Q2: 10,903 shares; 2025Q3: 10,736 shares; 2025Q4: 10,260 shares 10,260 $1.31M 0.14% -476 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 6,828 shares; 2025Q1: 8,777 shares; 2025Q2: 9,942 shares; 2025Q3: 9,673 shares; 2025Q4: 11,014 shares 11,014 $1.3M 0.14% +1,341 Timeline PJP 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: 12,868 shares; 2024Q4: 12,868 shares; 2025Q1: 12,868 shares; 2025Q2: 12,769 shares; 2025Q3: 12,482 shares; 2025Q4: 12,159 shares 12,159 $1.27M 0.13% -323 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,841 shares; 2024Q4: 22,276 shares; 2025Q1: 22,237 shares; 2025Q2: 21,166 shares; 2025Q3: 19,820 shares; 2025Q4: 19,481 shares 19,481 $1.27M 0.13% -339 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: 2,374 shares; 2024Q4: 2,987 shares; 2025Q1: 2,709 shares; 2025Q2: 2,633 shares; 2025Q3: 2,899 shares; 2025Q4: 3,071 shares 3,071 $1.27M 0.13% +172 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,990 shares; 2025Q1: 4,900 shares; 2025Q2: 5,059 shares; 2025Q3: 4,927 shares; 2025Q4: 10,312 shares 10,312 $1.23M 0.13% +5,385 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: 17,625 shares; 2024Q4: 17,625 shares; 2025Q1: 17,625 shares; 2025Q2: 17,625 shares; 2025Q3: 17,625 shares; 2025Q4: 17,625 shares 17,625 $1.23M 0.13% 0 Timeline VSS 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: 3,091 shares; 2024Q4: 3,097 shares; 2025Q1: 8,463 shares; 2025Q2: 8,457 shares; 2025Q3: 8,457 shares; 2025Q4: 8,467 shares 8,467 $1.21M 0.13% +10 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: 2,567 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,555 shares; 2025Q3: 2,527 shares; 2025Q4: 2,472 shares 2,472 $1.2M 0.13% -55 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 9,490 shares; 2025Q1: 9,676 shares; 2025Q2: 9,698 shares; 2025Q3: 9,098 shares; 2025Q4: 9,784 shares 9,784 $1.19M 0.13% +686 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 8,732 shares; 2025Q1: 8,537 shares; 2025Q2: 8,456 shares; 2025Q3: 8,437 shares; 2025Q4: 8,240 shares 8,240 $1.19M 0.13% -197 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,318 shares 2,318 $1.18M 0.13% -6 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: 1,604 shares; 2024Q4: 1,594 shares; 2025Q1: 1,599 shares; 2025Q2: 1,538 shares; 2025Q3: 1,578 shares; 2025Q4: 2,257 shares 2,257 $1.18M 0.13% +679 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: 5,068 shares; 2024Q4: 4,990 shares; 2025Q1: 4,988 shares; 2025Q2: 4,975 shares; 2025Q3: 4,895 shares; 2025Q4: 4,974 shares 4,974 $1.15M 0.12% +79 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: 3,971 shares; 2024Q4: 4,126 shares; 2025Q1: 3,809 shares; 2025Q2: 3,725 shares; 2025Q3: 3,635 shares; 2025Q4: 3,520 shares 3,520 $1.14M 0.12% -115 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: 2,599 shares; 2024Q4: 2,563 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,481 shares; 2025Q4: 2,435 shares 2,435 $1.14M 0.12% -46 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,784 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,731 shares; 2025Q4: 2,215 shares 2,215 $1.13M 0.12% +484 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: 9,167 shares; 2024Q4: 8,485 shares; 2025Q1: 8,578 shares; 2025Q2: 8,420 shares; 2025Q3: 8,090 shares; 2025Q4: 7,654 shares 7,654 $1.12M 0.12% -436 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: 32,972 shares; 2024Q4: 25,890 shares; 2025Q1: 22,556 shares; 2025Q2: 22,410 shares; 2025Q3: 21,028 shares; 2025Q4: 20,451 shares 20,451 $1.1M 0.12% -577 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: 11,461 shares; 2024Q4: 11,288 shares; 2025Q1: 11,285 shares; 2025Q2: 11,262 shares; 2025Q3: 11,220 shares; 2025Q4: 11,031 shares 11,031 $1.1M 0.12% -189 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,218 shares; 2024Q4: 13,223 shares; 2025Q1: 13,135 shares; 2025Q2: 13,242 shares; 2025Q3: 13,245 shares; 2025Q4: 13,140 shares 13,140 $1.1M 0.12% -105 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,374 shares 63,374 $1.09M 0.12% new Timeline PID 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: 51,876 shares; 2024Q4: 51,784 shares; 2025Q1: 51,484 shares; 2025Q2: 50,237 shares; 2025Q3: 49,627 shares; 2025Q4: 49,427 shares 49,427 $1.09M 0.12% -200 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: 3,041 shares; 2024Q4: 3,026 shares; 2025Q1: 3,023 shares; 2025Q2: 2,980 shares; 2025Q3: 3,264 shares; 2025Q4: 3,263 shares 3,263 $1.08M 0.11% -1 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: 7,761 shares; 2024Q4: 7,761 shares; 2025Q1: 7,675 shares; 2025Q2: 7,676 shares; 2025Q3: 7,373 shares; 2025Q4: 6,975 shares 6,975 $1.07M 0.11% -398 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: 42,811 shares; 2024Q4: 41,903 shares; 2025Q1: 41,790 shares; 2025Q2: 41,329 shares; 2025Q3: 41,009 shares; 2025Q4: 42,829 shares 42,829 $1.06M 0.11% +1,820 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 17,547 shares; 2025Q1: 17,517 shares; 2025Q2: 16,717 shares; 2025Q3: 16,267 shares; 2025Q4: 15,656 shares 15,656 $1.05M 0.11% -611 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: 3,771 shares; 2024Q4: 3,659 shares; 2025Q1: 3,651 shares; 2025Q2: 3,560 shares; 2025Q3: 3,571 shares; 2025Q4: 3,546 shares 3,546 $1.05M 0.11% -25 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,490 shares; 2025Q1: 4,444 shares; 2025Q2: 4,406 shares; 2025Q3: 3,791 shares; 2025Q4: 3,815 shares 3,815 $1.05M 0.11% +24 Timeline KRE 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: 14,330 shares; 2024Q4: 14,780 shares; 2025Q1: 14,975 shares; 2025Q2: 14,917 shares; 2025Q3: 15,499 shares; 2025Q4: 16,051 shares 16,051 $1.04M 0.11% +552 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: 7,273 shares; 2024Q4: 7,273 shares; 2025Q1: 7,248 shares; 2025Q2: 7,170 shares; 2025Q3: 7,199 shares; 2025Q4: 7,202 shares 7,202 $1.03M 0.11% +3 Timeline PRFZ 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: 22,654 shares; 2024Q4: 22,440 shares; 2025Q1: 22,440 shares; 2025Q2: 22,440 shares; 2025Q3: 22,440 shares; 2025Q4: 22,440 shares 22,440 $1.03M 0.11% 0 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: 9,526 shares; 2024Q4: 9,467 shares; 2025Q1: 9,395 shares; 2025Q2: 9,318 shares; 2025Q3: 8,924 shares; 2025Q4: 9,566 shares 9,566 $1.01M 0.11% +642 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: 1,555 shares; 2024Q4: 1,551 shares; 2025Q1: 1,777 shares; 2025Q2: 1,724 shares; 2025Q3: 1,769 shares; 2025Q4: 1,727 shares 1,727 $991K 0.11% -42 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,866 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,831 shares; 2025Q4: 2,823 shares 2,823 $990K 0.1% -8 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,205 shares 1,205 $989K 0.1% -6 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: 12,204 shares; 2024Q4: 10,682 shares; 2025Q1: 10,380 shares; 2025Q2: 10,381 shares; 2025Q3: 10,554 shares; 2025Q4: 10,482 shares 10,482 $981K 0.1% -72 Timeline DTD 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: 11,242 shares; 2024Q4: 11,242 shares; 2025Q1: 11,242 shares; 2025Q2: 11,242 shares; 2025Q3: 11,242 shares; 2025Q4: 11,478 shares 11,478 $974K 0.1% +236 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 6,554 shares; 2025Q1: 6,444 shares; 2025Q2: 6,376 shares; 2025Q3: 13,563 shares; 2025Q4: 10,616 shares 10,616 $973K 0.1% -2,947 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 14,172 shares; 2025Q1: 12,989 shares; 2025Q2: 11,989 shares; 2025Q3: 11,989 shares; 2025Q4: 11,989 shares 11,989 $971K 0.1% 0 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: 8,980 shares; 2024Q4: 8,945 shares; 2025Q1: 8,915 shares; 2025Q2: 8,920 shares; 2025Q3: 8,745 shares; 2025Q4: 8,549 shares 8,549 $965K 0.1% -196 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: 8,873 shares; 2024Q4: 8,566 shares; 2025Q1: 7,861 shares; 2025Q2: 7,743 shares; 2025Q3: 7,778 shares; 2025Q4: 7,666 shares 7,666 $960K 0.1% -112 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 10,992 shares; 2025Q1: 11,283 shares; 2025Q2: 11,198 shares; 2025Q3: 10,565 shares; 2025Q4: 11,273 shares 11,273 $956K 0.1% +708 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: 3,266 shares; 2024Q4: 3,287 shares; 2025Q1: 3,268 shares; 2025Q2: 3,222 shares; 2025Q3: 3,148 shares; 2025Q4: 3,126 shares 3,126 $956K 0.1% -22 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,234 shares; 2025Q1: 4,195 shares; 2025Q2: 4,122 shares; 2025Q3: 3,768 shares; 2025Q4: 3,693 shares 3,693 $955K 0.1% -75 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,894 shares; 2025Q1: 10,304 shares; 2025Q2: 9,291 shares; 2025Q3: 7,125 shares; 2025Q4: 7,168 shares 7,168 $952K 0.1% +43 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,687 shares; 2024Q4: 8,662 shares; 2025Q1: 9,636 shares; 2025Q2: 9,436 shares; 2025Q3: 9,436 shares; 2025Q4: 9,228 shares 9,228 $949K 0.1% -208 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 7,983 shares; 2025Q1: 7,444 shares; 2025Q2: 7,369 shares; 2025Q3: 7,260 shares; 2025Q4: 7,238 shares 7,238 $934K 0.1% -22 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: 5,315 shares; 2024Q4: 5,315 shares; 2025Q1: 7,647 shares; 2025Q2: 8,208 shares; 2025Q3: 7,598 shares; 2025Q4: 6,908 shares 6,908 $934K 0.1% -690 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,860 shares; 2024Q4: 35,516 shares; 2025Q1: 44,716 shares; 2025Q2: 44,316 shares; 2025Q3: 41,516 shares; 2025Q4: 41,010 shares 41,010 $928K 0.1% -506 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: 7,457 shares; 2024Q4: 7,357 shares; 2025Q1: 7,317 shares; 2025Q2: 7,399 shares; 2025Q3: 7,374 shares; 2025Q4: 7,476 shares 7,476 $918K 0.1% +102 Timeline VDE 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: 6,979 shares; 2024Q4: 6,639 shares; 2025Q1: 6,274 shares; 2025Q2: 2,432 shares; 2025Q3: 6,882 shares; 2025Q4: 7,282 shares 7,282 $917K 0.1% +400 Timeline PWV 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: 14,657 shares; 2024Q4: 14,611 shares; 2025Q1: 14,613 shares; 2025Q2: 14,314 shares; 2025Q3: 14,315 shares; 2025Q4: 13,742 shares 13,742 $914K 0.1% -573 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: 5,345 shares; 2024Q4: 5,266 shares; 2025Q1: 5,227 shares; 2025Q2: 5,134 shares; 2025Q3: 4,763 shares; 2025Q4: 4,668 shares 4,668 $911K 0.1% -95 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: 3,562 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,562 shares; 2025Q4: 3,558 shares 3,558 $908K 0.1% -4 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: 5,938 shares; 2024Q4: 5,852 shares; 2025Q1: 5,578 shares; 2025Q2: 5,569 shares; 2025Q3: 5,319 shares; 2025Q4: 4,131 shares 4,131 $906K 0.1% -1,188 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: 14,737 shares; 2024Q4: 13,884 shares; 2025Q1: 7,875 shares; 2025Q2: 4,566 shares; 2025Q3: 5,286 shares; 2025Q4: 5,064 shares 5,064 $900K 0.1% -222 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 7,846 shares; 2025Q1: 7,641 shares; 2025Q2: 7,635 shares; 2025Q3: 7,605 shares; 2025Q4: 7,470 shares 7,470 $899K 0.1% -135 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: 2,164 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,284 shares; 2025Q3: 2,237 shares; 2025Q4: 2,127 shares 2,127 $898K 0.1% -110 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: 29,677 shares; 2024Q4: 29,246 shares; 2025Q1: 29,001 shares; 2025Q2: 28,550 shares; 2025Q3: 31,435 shares; 2025Q4: 29,901 shares 29,901 $894K 0.09% -1,534 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: 1,820 shares; 2024Q4: 1,829 shares; 2025Q1: 1,503 shares; 2025Q2: 1,208 shares; 2025Q3: 1,223 shares; 2025Q4: 1,367 shares 1,367 $857K 0.09% +144 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: 10,737 shares; 2024Q4: 10,716 shares; 2025Q1: 10,710 shares; 2025Q2: 10,093 shares; 2025Q3: 9,748 shares; 2025Q4: 9,748 shares 9,748 $854K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,538 shares; 2025Q2: 10,538 shares; 2025Q3: 9,247 shares; 2025Q4: 9,247 shares 9,247 $845K 0.09% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 18,554 shares; 2025Q1: 17,791 shares; 2025Q2: 16,982 shares; 2025Q3: 16,608 shares; 2025Q4: 16,460 shares 16,460 $835K 0.09% -148 Timeline EZM 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: 12,790 shares; 2024Q4: 12,790 shares; 2025Q1: 12,790 shares; 2025Q2: 12,790 shares; 2025Q3: 12,490 shares; 2025Q4: 12,490 shares 12,490 $834K 0.09% 0 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: 1,354 shares; 2024Q4: 1,492 shares; 2025Q1: 1,490 shares; 2025Q2: 1,473 shares; 2025Q3: 1,267 shares; 2025Q4: 1,258 shares 1,258 $833K 0.09% -9 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: 24,100 shares; 2024Q4: 23,965 shares; 2025Q1: 20,526 shares; 2025Q2: 20,220 shares; 2025Q3: 20,487 shares; 2025Q4: 20,395 shares 20,395 $831K 0.09% -92 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,359 shares; 2025Q1: 10,209 shares; 2025Q2: 10,209 shares; 2025Q3: 10,406 shares; 2025Q4: 10,379 shares 10,379 $819K 0.09% -27 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: 25,096 shares; 2024Q4: 22,790 shares; 2025Q1: 22,791 shares; 2025Q2: 22,021 shares; 2025Q3: 21,580 shares; 2025Q4: 19,612 shares 19,612 $806K 0.09% -1,968 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 6,859 shares; 2025Q1: 7,059 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,980 shares 12,980 $804K 0.09% 0 Timeline VPU 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: 4,160 shares; 2024Q4: 4,018 shares; 2025Q1: 3,803 shares; 2025Q2: 4,001 shares; 2025Q3: 4,113 shares; 2025Q4: 4,331 shares 4,331 $801K 0.08% +218 Timeline AIVL 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: 8,715 shares; 2024Q4: 8,738 shares; 2025Q1: 8,756 shares; 2025Q2: 7,869 shares; 2025Q3: 7,236 shares; 2025Q4: 6,936 shares 6,936 $798K 0.08% -300 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,644 shares; 2025Q1: 3,594 shares; 2025Q2: 4,012 shares; 2025Q3: 4,068 shares; 2025Q4: 3,108 shares 3,108 $778K 0.08% -960 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: 377 shares; 2024Q4: 776 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 724 shares 724 $775K 0.08% -34 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 10,122 shares; 2025Q3: 10,136 shares; 2025Q4: 9,636 shares 9,636 $769K 0.08% -500 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: 10,119 shares; 2024Q4: 32,286 shares; 2025Q1: 30,434 shares; 2025Q2: 30,557 shares; 2025Q3: 27,594 shares; 2025Q4: 27,921 shares 27,921 $766K 0.08% +327 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,856 shares; 2025Q1: 1,818 shares; 2025Q2: 1,679 shares; 2025Q3: 1,657 shares; 2025Q4: 1,631 shares 1,631 $765K 0.08% -26 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,873 shares; 2025Q1: 3,768 shares; 2025Q2: 3,769 shares; 2025Q3: 3,027 shares; 2025Q4: 4,894 shares 4,894 $758K 0.08% +1,867 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 5,560 shares; 2025Q2: 5,019 shares; 2025Q3: 4,008 shares; 2025Q4: 4,012 shares 4,012 $755K 0.08% +4 Timeline FEPI 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: 14,548 shares; 2025Q4: 16,528 shares 16,528 $753K 0.08% +1,980 Timeline VAW 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: 3,082 shares; 2024Q4: 3,159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,620 shares 3,620 $751K 0.08% +370 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 9,657 shares; 2025Q1: 9,752 shares; 2025Q2: 9,513 shares; 2025Q3: 9,295 shares; 2025Q4: 10,036 shares 10,036 $748K 0.08% +741 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: 4,557 shares; 2024Q4: 4,532 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,535 shares 4,535 $738K 0.08% +3 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,300 shares; 2024Q4: 47,247 shares; 2025Q1: 46,765 shares; 2025Q2: 36,765 shares; 2025Q3: 39,089 shares; 2025Q4: 38,319 shares 38,319 $733K 0.08% -770 Timeline DOL 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: 11,816 shares; 2024Q4: 11,722 shares; 2025Q1: 11,677 shares; 2025Q2: 11,653 shares; 2025Q3: 11,377 shares; 2025Q4: 11,107 shares 11,107 $731K 0.08% -270 Timeline DFAT 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: 12,186 shares; 2024Q4: 12,197 shares; 2025Q1: 12,197 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,195 shares 12,195 $726K 0.08% +9 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: 6,743 shares; 2024Q4: 6,426 shares; 2025Q1: 6,310 shares; 2025Q2: 6,087 shares; 2025Q3: 6,053 shares; 2025Q4: 6,031 shares 6,031 $726K 0.08% -22 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: 10,654 shares; 2024Q4: 10,704 shares; 2025Q1: 10,499 shares; 2025Q2: 10,236 shares; 2025Q3: 10,473 shares; 2025Q4: 10,305 shares 10,305 $720K 0.08% -168 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: 8,370 shares; 2024Q4: 7,845 shares; 2025Q1: 7,849 shares; 2025Q2: 7,854 shares; 2025Q3: 7,835 shares; 2025Q4: 7,704 shares 7,704 $718K 0.08% -131 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: 26,773 shares; 2024Q4: 26,789 shares; 2025Q1: 26,804 shares; 2025Q2: 23,871 shares; 2025Q3: 23,859 shares; 2025Q4: 18,091 shares 18,091 $716K 0.08% -5,768 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares; 2025Q4: 2,949 shares 2,949 $715K 0.08% +5 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 3,304 shares; 2025Q1: 3,130 shares; 2025Q2: 3,122 shares; 2025Q3: 3,124 shares; 2025Q4: 3,114 shares 3,114 $713K 0.08% -10 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,390 shares; 2024Q4: 11,575 shares; 2025Q1: 11,692 shares; 2025Q2: 11,103 shares; 2025Q3: 11,489 shares; 2025Q4: 6,232 shares 6,232 $710K 0.08% -5,257 Timeline HOUS ANYWHERE REAL ESTATE INC More: the full row for ANYWHERE REAL ESTATE 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: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $708K 0.08% 0 Timeline VIS 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: 2,374 shares; 2024Q4: 2,395 shares; 2025Q1: 2,843 shares; 2025Q2: 2,032 shares; 2025Q3: 2,182 shares; 2025Q4: 2,356 shares 2,356 $703K 0.07% +174 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: 22,737 shares; 2024Q4: 23,187 shares; 2025Q1: 22,807 shares; 2025Q2: 22,052 shares; 2025Q3: 21,922 shares; 2025Q4: 20,222 shares 20,222 $697K 0.07% -1,700 Timeline JETS 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: 23,868 shares; 2024Q4: 23,868 shares; 2025Q1: 23,868 shares; 2025Q2: 24,103 shares; 2025Q3: 24,186 shares; 2025Q4: 24,463 shares 24,463 $687K 0.07% +277 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: 11,055 shares; 2025Q1: 10,995 shares; 2025Q2: 16,491 shares; 2025Q3: 16,318 shares; 2025Q4: 16,236 shares 16,236 $671K 0.07% -82 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: 7,068 shares; 2024Q4: 7,183 shares; 2025Q1: 7,144 shares; 2025Q2: 7,029 shares; 2025Q3: 7,069 shares; 2025Q4: 7,311 shares 7,311 $654K 0.07% +242 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS 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: 9,067 shares; 2025Q2: 9,067 shares; 2025Q3: 9,582 shares; 2025Q4: 9,697 shares 9,697 $646K 0.07% +115 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 6,918 shares; 2025Q1: 7,037 shares; 2025Q2: 6,968 shares; 2025Q3: 7,787 shares; 2025Q4: 16,613 shares 16,613 $638K 0.07% +8,826 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: 12,942 shares; 2024Q4: 15,823 shares; 2025Q1: 15,826 shares; 2025Q2: 15,826 shares; 2025Q3: 15,826 shares; 2025Q4: 12,344 shares 12,344 $628K 0.07% -3,482 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,051 shares; 2024Q4: 59,078 shares; 2025Q1: 56,370 shares; 2025Q2: 55,858 shares; 2025Q3: 55,884 shares; 2025Q4: 53,857 shares 53,857 $626K 0.07% -2,027 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 981 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 1,615 shares; 2025Q4: 1,594 shares 1,594 $620K 0.07% -21 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 307 shares 307 $618K 0.07% -4 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: 4,510 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,391 shares; 2025Q3: 4,391 shares; 2025Q4: 8,782 shares 8,782 $618K 0.07% +4,391 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,342 shares; 2024Q4: 52,318 shares; 2025Q1: 53,689 shares; 2025Q2: 59,294 shares; 2025Q3: 61,906 shares; 2025Q4: 58,696 shares 58,696 $615K 0.07% -3,210 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,070 shares; 2025Q1: 1,063 shares; 2025Q2: 1,030 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $608K 0.06% 0 Timeline EPS 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: 9,910 shares; 2024Q4: 9,910 shares; 2025Q1: 9,910 shares; 2025Q2: 9,910 shares; 2025Q3: 8,575 shares; 2025Q4: 8,575 shares 8,575 $608K 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,601 shares; 2025Q1: 3,347 shares; 2025Q2: 3,369 shares; 2025Q3: 3,377 shares; 2025Q4: 3,162 shares 3,162 $606K 0.06% -215 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,898 shares; 2024Q4: 68,545 shares; 2025Q1: 48,945 shares; 2025Q2: 50,595 shares; 2025Q3: 51,395 shares; 2025Q4: 55,468 shares 55,468 $605K 0.06% +4,073 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: 4,819 shares; 2024Q4: 4,659 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,475 shares; 2025Q4: 4,546 shares 4,546 $603K 0.06% +71 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 10,151 shares; 2025Q1: 10,154 shares; 2025Q2: 9,876 shares; 2025Q3: 9,878 shares; 2025Q4: 9,380 shares 9,380 $602K 0.06% -498 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 6,766 shares; 2025Q1: 6,654 shares; 2025Q2: 6,364 shares; 2025Q3: 6,190 shares; 2025Q4: 6,603 shares 6,603 $597K 0.06% +413 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,221 shares; 2024Q4: 59,066 shares; 2025Q1: 60,275 shares; 2025Q2: 60,275 shares; 2025Q3: 63,338 shares; 2025Q4: 61,525 shares 61,525 $594K 0.06% -1,813 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: not reported; 2024Q4: not reported; 2025Q1: 7,613 shares; 2025Q2: 6,162 shares; 2025Q3: 6,156 shares; 2025Q4: 4,043 shares 4,043 $585K 0.06% -2,113 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: 3,125 shares; 2024Q4: 3,066 shares; 2025Q1: 2,824 shares; 2025Q2: 2,694 shares; 2025Q3: 3,822 shares; 2025Q4: 4,078 shares 4,078 $585K 0.06% +256 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: 7,856 shares; 2025Q2: 7,856 shares; 2025Q3: 7,856 shares; 2025Q4: 7,810 shares 7,810 $581K 0.06% -46 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: 60,959 shares; 2024Q4: 56,959 shares; 2025Q1: 48,910 shares; 2025Q2: 47,474 shares; 2025Q3: 47,385 shares; 2025Q4: 44,083 shares 44,083 $578K 0.06% -3,302 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,047 shares; 2025Q3: 8,989 shares; 2025Q4: 9,073 shares 9,073 $576K 0.06% +84 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,177 shares; 2024Q4: 28,177 shares; 2025Q1: 28,177 shares; 2025Q2: 28,177 shares; 2025Q3: 27,852 shares; 2025Q4: 27,852 shares 27,852 $575K 0.06% 0 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: 3,222 shares; 2024Q4: 3,222 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,327 shares; 2025Q4: 4,212 shares 4,212 $573K 0.06% -115 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: 1,065 shares; 2024Q4: 1,068 shares; 2025Q1: 1,069 shares; 2025Q2: 1,178 shares; 2025Q3: 1,280 shares; 2025Q4: 1,185 shares 1,185 $570K 0.06% -95 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: 10,807 shares; 2024Q4: 10,707 shares; 2025Q1: 10,662 shares; 2025Q2: 10,662 shares; 2025Q3: 10,407 shares; 2025Q4: 10,660 shares 10,660 $569K 0.06% +253 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: 4,924 shares; 2024Q4: 4,924 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,901 shares; 2025Q4: 4,738 shares 4,738 $567K 0.06% -163 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: 963 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 901 shares; 2025Q3: 956 shares; 2025Q4: 979 shares 979 $567K 0.06% +23 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: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 9,100 shares; 2025Q3: 9,776 shares; 2025Q4: 9,676 shares 9,676 $567K 0.06% -100 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 9,371 shares; 2025Q1: 9,331 shares; 2025Q2: 8,719 shares; 2025Q3: 8,610 shares; 2025Q4: 8,450 shares 8,450 $566K 0.06% -160 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,159 shares; 2025Q3: 8,159 shares; 2025Q4: 23,749 shares 23,749 $560K 0.06% +15,590 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,697 shares; 2025Q2: 7,088 shares; 2025Q3: 7,061 shares; 2025Q4: 12,580 shares 12,580 $560K 0.06% +5,519 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 3,024 shares; 2025Q2: 3,034 shares; 2025Q3: 2,598 shares; 2025Q4: 2,212 shares 2,212 $558K 0.06% -386 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: 11,308 shares; 2024Q4: 10,617 shares; 2025Q1: 10,590 shares; 2025Q2: 10,990 shares; 2025Q3: 8,334 shares; 2025Q4: 7,512 shares 7,512 $556K 0.06% -822 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,330 shares; 2024Q4: 78,830 shares; 2025Q1: 78,696 shares; 2025Q2: 87,533 shares; 2025Q3: 88,961 shares; 2025Q4: 88,551 shares 88,551 $556K 0.06% -410 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: 4,434 shares; 2024Q4: 4,234 shares; 2025Q1: 4,234 shares; 2025Q2: 3,511 shares; 2025Q3: 3,673 shares; 2025Q4: 3,675 shares 3,675 $552K 0.06% +2 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,239 shares; 2025Q2: 5,746 shares; 2025Q3: 7,034 shares; 2025Q4: 12,841 shares 12,841 $548K 0.06% +5,807 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,648 shares; 2025Q3: 8,422 shares; 2025Q4: 8,422 shares 8,422 $548K 0.06% 0 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: 24,878 shares; 2024Q4: 23,075 shares; 2025Q1: 22,884 shares; 2025Q2: 22,882 shares; 2025Q3: 22,709 shares; 2025Q4: 21,988 shares 21,988 $547K 0.06% -721 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,823 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,626 shares; 2025Q4: 2,612 shares 2,612 $544K 0.06% -14 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 5,992 shares; 2025Q1: 5,704 shares; 2025Q2: 4,767 shares; 2025Q3: 4,769 shares; 2025Q4: 4,772 shares 4,772 $543K 0.06% +3 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,006 shares; 2025Q1: 2,024 shares; 2025Q2: 2,016 shares; 2025Q3: 2,019 shares; 2025Q4: 1,935 shares 1,935 $540K 0.06% -84 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,107 shares; 2025Q3: not reported; 2025Q4: 2,595 shares 2,595 $539K 0.06% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 1,829 shares; 2025Q2: 1,828 shares; 2025Q3: 1,918 shares; 2025Q4: 1,819 shares 1,819 $539K 0.06% -99 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: 2,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,435 shares; 2025Q3: 2,232 shares; 2025Q4: 1,948 shares 1,948 $537K 0.06% -284 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: 4,963 shares; 2024Q4: 4,970 shares; 2025Q1: 7,820 shares; 2025Q2: 8,852 shares; 2025Q3: 9,781 shares; 2025Q4: 9,304 shares 9,304 $536K 0.06% -477 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,844 shares; 2025Q1: 3,195 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,309 shares 3,309 $536K 0.06% +54 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: 4,408 shares; 2024Q4: 4,059 shares; 2025Q1: 4,069 shares; 2025Q2: 4,084 shares; 2025Q3: 4,088 shares; 2025Q4: 3,947 shares 3,947 $536K 0.06% -141 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,747 shares; 2024Q4: 19,747 shares; 2025Q1: 19,707 shares; 2025Q2: 19,707 shares; 2025Q3: 19,323 shares; 2025Q4: 19,137 shares 19,137 $531K 0.06% -186 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: not reported; 2025Q2: 5,469 shares; 2025Q3: 2,711 shares; 2025Q4: 2,263 shares 2,263 $529K 0.06% -448 Timeline XSVM 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: 9,740 shares; 2024Q4: 9,740 shares; 2025Q1: 9,740 shares; 2025Q2: 9,740 shares; 2025Q3: 9,740 shares; 2025Q4: 9,240 shares 9,240 $528K 0.06% -500 Timeline DFIV 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: 10,552 shares; 2024Q4: 10,552 shares; 2025Q1: 10,552 shares; 2025Q2: 10,552 shares; 2025Q3: 10,571 shares; 2025Q4: 10,571 shares 10,571 $527K 0.06% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,377 shares; 2025Q1: 3,377 shares; 2025Q2: 3,292 shares; 2025Q3: 3,154 shares; 2025Q4: 3,094 shares 3,094 $522K 0.06% -60 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 10,234 shares; 2025Q1: 9,659 shares; 2025Q2: 8,136 shares; 2025Q3: 6,572 shares; 2025Q4: 5,252 shares 5,252 $521K 0.06% -1,320 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,794 shares 32,794 $513K 0.05% new 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: 4,664 shares; 2024Q4: 4,400 shares; 2025Q1: 4,345 shares; 2025Q2: 4,415 shares; 2025Q3: 4,314 shares; 2025Q4: 4,430 shares 4,430 $511K 0.05% +116 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,248 shares; 2024Q4: 465,240 shares; 2025Q1: 145,792 shares; 2025Q2: 145,792 shares; 2025Q3: 145,792 shares; 2025Q4: 145,792 shares 145,792 $509K 0.05% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,467 shares; 2025Q4: 11,202 shares 11,202 $508K 0.05% +5,735 Timeline VTWO 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: 5,066 shares; 2024Q4: 5,066 shares; 2025Q1: 5,066 shares; 2025Q2: 5,066 shares; 2025Q3: 5,066 shares; 2025Q4: 5,066 shares 5,066 $504K 0.05% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,154 shares; 2025Q1: 8,732 shares; 2025Q2: 8,491 shares; 2025Q3: 10,593 shares; 2025Q4: 10,401 shares 10,401 $503K 0.05% -192 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: 3,732 shares; 2024Q4: 3,699 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,631 shares 3,631 $501K 0.05% -67 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,904 shares; 2024Q4: 14,904 shares; 2025Q1: 14,904 shares; 2025Q2: 14,904 shares; 2025Q3: 15,049 shares; 2025Q4: 15,049 shares 15,049 $500K 0.05% 0 Timeline PEY 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: 25,170 shares; 2024Q4: 25,156 shares; 2025Q1: 25,156 shares; 2025Q2: 25,156 shares; 2025Q3: 24,956 shares; 2025Q4: 24,456 shares 24,456 $499K 0.05% -500 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 2,384 shares; 2025Q2: 2,570 shares; 2025Q3: 1,731 shares; 2025Q4: 1,735 shares 1,735 $498K 0.05% +4 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 819 shares 819 $497K 0.05% +1 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: 19,026 shares; 2024Q4: 13,874 shares; 2025Q1: 13,181 shares; 2025Q2: 13,161 shares; 2025Q3: 13,503 shares; 2025Q4: 13,404 shares 13,404 $495K 0.05% -99 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 15,319 shares; 2025Q1: 15,346 shares; 2025Q2: 15,072 shares; 2025Q3: 14,996 shares; 2025Q4: 10,451 shares 10,451 $488K 0.05% -4,545 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,294 shares 2,294 $479K 0.05% +135 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 11,022 shares; 2025Q1: 10,759 shares; 2025Q2: 10,258 shares; 2025Q3: 10,088 shares; 2025Q4: 9,516 shares 9,516 $479K 0.05% -572 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 799 shares; 2025Q3: 784 shares; 2025Q4: 616 shares 616 $475K 0.05% -168 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: 5,392 shares; 2024Q4: 5,353 shares; 2025Q1: 5,420 shares; 2025Q2: 5,234 shares; 2025Q3: 5,200 shares; 2025Q4: 5,171 shares 5,171 $475K 0.05% -29 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 4,456 shares; 2025Q2: 4,460 shares; 2025Q3: 4,456 shares; 2025Q4: 4,350 shares 4,350 $472K 0.05% -106 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: 7,041 shares; 2024Q4: 6,854 shares; 2025Q1: 6,854 shares; 2025Q2: 6,855 shares; 2025Q3: 6,731 shares; 2025Q4: 6,697 shares 6,697 $465K 0.05% -34 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: not reported; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,470 shares; 2025Q4: 3,308 shares 3,308 $464K 0.05% -162 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,358 shares; 2024Q4: 17,358 shares; 2025Q1: 17,108 shares; 2025Q2: 16,619 shares; 2025Q3: 16,418 shares; 2025Q4: 17,071 shares 17,071 $464K 0.05% +653 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: 2,669 shares; 2025Q4: 2,675 shares 2,675 $461K 0.05% +6 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: 3,808 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,542 shares; 2025Q3: 2,842 shares; 2025Q4: 2,822 shares 2,822 $460K 0.05% -20 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,303 shares; 2024Q4: 9,241 shares; 2025Q1: 58,096 shares; 2025Q2: 11,114 shares; 2025Q3: 9,036 shares; 2025Q4: 4,797 shares 4,797 $452K 0.05% -4,239 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: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 3,248 shares; 2025Q3: 1,650 shares; 2025Q4: 1,588 shares 1,588 $450K 0.05% -62 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 1,836 shares 1,836 $449K 0.05% -228 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 11,301 shares; 2025Q1: 11,301 shares; 2025Q2: 11,026 shares; 2025Q3: 10,023 shares; 2025Q4: 10,023 shares 10,023 $445K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,954 shares; 2025Q1: 2,856 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,773 shares 2,773 $444K 0.05% -24 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: 2,573 shares; 2025Q2: 3,309 shares; 2025Q3: 4,343 shares; 2025Q4: 4,409 shares 4,409 $443K 0.05% +66 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,203 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,152 shares 2,152 $440K 0.05% -8 Timeline DON 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: 8,673 shares; 2024Q4: 8,478 shares; 2025Q1: 8,478 shares; 2025Q2: 8,478 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares 8,478 $437K 0.05% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,976 shares; 2025Q1: 6,970 shares; 2025Q2: 6,914 shares; 2025Q3: 6,768 shares; 2025Q4: 6,884 shares 6,884 $437K 0.05% +116 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,660 shares; 2024Q4: 28,315 shares; 2025Q1: 28,315 shares; 2025Q2: 28,315 shares; 2025Q3: 28,315 shares; 2025Q4: 28,143 shares 28,143 $429K 0.05% -172 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: 5,807 shares; 2024Q4: 5,908 shares; 2025Q1: 5,875 shares; 2025Q2: 5,774 shares; 2025Q3: 5,879 shares; 2025Q4: 6,357 shares 6,357 $427K 0.05% +478 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,002 shares 1,002 $427K 0.05% -6 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: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,147 shares; 2025Q4: 5,010 shares 5,010 $427K 0.05% -137 Timeline IDVO 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: 11,049 shares 11,049 $424K 0.04% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 4,077 shares; 2025Q4: 3,553 shares 3,553 $422K 0.04% -524 Timeline QQEW 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: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares 2,965 $421K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 12,504 shares; 2025Q2: 12,504 shares; 2025Q3: 12,504 shares; 2025Q4: 12,445 shares 12,445 $421K 0.04% -59 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,458 shares; 2025Q1: 3,398 shares; 2025Q2: 3,398 shares; 2025Q3: 3,429 shares; 2025Q4: 3,398 shares 3,398 $418K 0.04% -31 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,630 shares; 2025Q2: 6,789 shares; 2025Q3: 9,531 shares; 2025Q4: 9,767 shares 9,767 $415K 0.04% +236 Timeline AIR AAR CORP More: the full row for AAR 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: 5,000 shares 5,000 $414K 0.04% new 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: 2,790 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,135 shares; 2025Q4: 2,572 shares 2,572 $413K 0.04% +437 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: 7,884 shares; 2024Q4: 7,978 shares; 2025Q1: 8,371 shares; 2025Q2: 8,518 shares; 2025Q3: 8,603 shares; 2025Q4: 8,174 shares 8,174 $412K 0.04% -429 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,781 shares; 2024Q4: 11,781 shares; 2025Q1: 11,691 shares; 2025Q2: 11,691 shares; 2025Q3: 11,691 shares; 2025Q4: 11,456 shares 11,456 $412K 0.04% -235 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,759 shares 20,759 $412K 0.04% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 2,999 shares; 2025Q1: 2,990 shares; 2025Q2: 2,735 shares; 2025Q3: 3,097 shares; 2025Q4: 1,930 shares 1,930 $406K 0.04% -1,167 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: 8,134 shares; 2024Q4: 8,134 shares; 2025Q1: 8,134 shares; 2025Q2: 8,136 shares; 2025Q3: 8,567 shares; 2025Q4: 8,158 shares 8,158 $401K 0.04% -409 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,147 shares; 2025Q1: 2,255 shares; 2025Q2: 2,246 shares; 2025Q3: 2,328 shares; 2025Q4: 1,380 shares 1,380 $401K 0.04% -948 Timeline XRT 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: 5,164 shares; 2024Q4: 5,164 shares; 2025Q1: 5,114 shares; 2025Q2: 5,102 shares; 2025Q3: 4,717 shares; 2025Q4: 4,690 shares 4,690 $400K 0.04% -27 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,960 shares; 2025Q4: 4,750 shares 4,750 $394K 0.04% -210 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,454 shares 24,454 $393K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,487 shares; 2025Q1: 2,015 shares; 2025Q2: 1,966 shares; 2025Q3: 1,470 shares; 2025Q4: 1,508 shares 1,508 $388K 0.04% +38 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,004 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,111 shares; 2025Q4: 4,074 shares 4,074 $387K 0.04% -37 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares; 2025Q3: 5,978 shares; 2025Q4: 5,978 shares 5,978 $387K 0.04% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,807 shares; 2025Q4: 5,251 shares 5,251 $387K 0.04% -556 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,876 shares; 2024Q4: 10,701 shares; 2025Q1: 10,612 shares; 2025Q2: 10,062 shares; 2025Q3: 10,062 shares; 2025Q4: 10,062 shares 10,062 $386K 0.04% 0 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: 6,099 shares; 2024Q4: 6,149 shares; 2025Q1: 6,099 shares; 2025Q2: 6,181 shares; 2025Q3: 6,133 shares; 2025Q4: 6,412 shares 6,412 $385K 0.04% +279 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: 2,708 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 1,389 shares; 2025Q4: 1,433 shares 1,433 $384K 0.04% +44 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 17,894 shares; 2025Q4: 19,796 shares 19,796 $383K 0.04% +1,902 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: 6,451 shares; 2024Q4: 6,606 shares; 2025Q1: 6,638 shares; 2025Q2: 4,623 shares; 2025Q3: 4,623 shares; 2025Q4: 4,689 shares 4,689 $383K 0.04% +66 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 5,295 shares 5,295 $382K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,553 shares; 2025Q1: 1,535 shares; 2025Q2: 1,276 shares; 2025Q3: 1,282 shares; 2025Q4: 1,292 shares 1,292 $379K 0.04% +10 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 10,784 shares; 2025Q1: 10,784 shares; 2025Q2: 10,784 shares; 2025Q3: 10,784 shares; 2025Q4: 10,784 shares 10,784 $378K 0.04% 0 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: 2,934 shares; 2024Q4: 2,934 shares; 2025Q1: 2,616 shares; 2025Q2: 2,510 shares; 2025Q3: 2,511 shares; 2025Q4: 2,494 shares 2,494 $377K 0.04% -17 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,461 shares; 2025Q1: 8,679 shares; 2025Q2: 8,679 shares; 2025Q3: 3,986 shares; 2025Q4: 3,926 shares 3,926 $377K 0.04% -60 Timeline OS ONESTREAM INC More: the full row for ONESTREAM 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: 22,886 shares; 2025Q4: 20,484 shares 20,484 $376K 0.04% -2,402 Timeline SUSB 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: 8,675 shares; 2024Q4: 10,849 shares; 2025Q1: 12,508 shares; 2025Q2: 15,576 shares; 2025Q3: 18,273 shares; 2025Q4: 14,871 shares 14,871 $375K 0.04% -3,402 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES 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: 2,929 shares 2,929 $375K 0.04% new Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 4,833 shares; 2025Q1: 4,773 shares; 2025Q2: 4,625 shares; 2025Q3: 4,714 shares; 2025Q4: 3,890 shares 3,890 $371K 0.04% -824 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 640 shares; 2025Q1: 832 shares; 2025Q2: 783 shares; 2025Q3: 784 shares; 2025Q4: 612 shares 612 $369K 0.04% -172 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: 7,759 shares 7,759 $369K 0.04% new 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: not reported; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 313 shares; 2025Q4: 344 shares 344 $368K 0.04% +31 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: not reported; 2025Q1: not reported; 2025Q2: 4,944 shares; 2025Q3: 5,341 shares; 2025Q4: 8,010 shares 8,010 $368K 0.04% +2,669 Timeline EFV 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: 5,190 shares; 2025Q2: 5,191 shares; 2025Q3: 5,191 shares; 2025Q4: 5,132 shares 5,132 $366K 0.04% -59 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 1,025 shares 1,025 $366K 0.04% +311 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: 10,210 shares; 2024Q4: 10,008 shares; 2025Q1: 9,944 shares; 2025Q2: 9,595 shares; 2025Q3: 9,194 shares; 2025Q4: 9,097 shares 9,097 $366K 0.04% -97 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares 2,523 $365K 0.04% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,723 shares 8,723 $365K 0.04% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 3,858 shares; 2025Q1: 3,671 shares; 2025Q2: 3,672 shares; 2025Q3: 5,046 shares; 2025Q4: 4,809 shares 4,809 $365K 0.04% -237 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,306 shares; 2024Q4: 15,300 shares; 2025Q1: 15,153 shares; 2025Q2: 15,054 shares; 2025Q3: 14,793 shares; 2025Q4: 14,633 shares 14,633 $365K 0.04% -160 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,392 shares; 2025Q1: 5,323 shares; 2025Q2: 5,323 shares; 2025Q3: 5,293 shares; 2025Q4: 5,213 shares 5,213 $361K 0.04% -80 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: 2,741 shares; 2024Q4: 2,535 shares; 2025Q1: 3,643 shares; 2025Q2: 2,388 shares; 2025Q3: 2,404 shares; 2025Q4: 2,468 shares 2,468 $354K 0.04% +64 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: 2,462 shares; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,338 shares; 2025Q3: 2,520 shares; 2025Q4: 2,441 shares 2,441 $352K 0.04% -79 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 783 shares; 2025Q4: 783 shares 783 $351K 0.04% 0 Timeline DFUV 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: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,491 shares; 2025Q3: 7,491 shares; 2025Q4: 7,491 shares 7,491 $349K 0.04% 0 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: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 1,779 shares; 2025Q4: 1,713 shares 1,713 $348K 0.04% -66 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,266 shares; 2025Q1: 6,218 shares; 2025Q2: 8,044 shares; 2025Q3: 7,795 shares; 2025Q4: 5,172 shares 5,172 $347K 0.04% -2,623 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 25,239 shares; 2025Q1: 26,788 shares; 2025Q2: 32,719 shares; 2025Q3: 41,460 shares; 2025Q4: 37,784 shares 37,784 $345K 0.04% -3,676 Timeline PSI 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: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 4,365 shares; 2025Q3: 4,365 shares; 2025Q4: 4,365 shares 4,365 $344K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,365 shares; 2025Q4: 2,593 shares 2,593 $340K 0.04% +228 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,702 shares; 2025Q3: 2,542 shares; 2025Q4: 2,377 shares 2,377 $338K 0.04% -165 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $338K 0.04% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,262 shares; 2025Q1: 6,097 shares; 2025Q2: 6,097 shares; 2025Q3: 6,916 shares; 2025Q4: 5,080 shares 5,080 $338K 0.04% -1,836 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 5,501 shares; 2025Q1: 5,506 shares; 2025Q2: 5,453 shares; 2025Q3: 5,442 shares; 2025Q4: 5,301 shares 5,301 $336K 0.04% -141 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,196 shares; 2024Q4: 12,123 shares; 2025Q1: 17,130 shares; 2025Q2: 17,130 shares; 2025Q3: 17,565 shares; 2025Q4: 8,840 shares 8,840 $336K 0.04% -8,725 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 25,030 shares 25,030 $335K 0.04% 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: 3,985 shares; 2024Q4: 3,984 shares; 2025Q1: 3,885 shares; 2025Q2: 3,853 shares; 2025Q3: 3,854 shares; 2025Q4: 3,845 shares 3,845 $335K 0.04% -9 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,010 shares; 2025Q1: 4,781 shares; 2025Q2: 4,573 shares; 2025Q3: 9,146 shares; 2025Q4: 9,146 shares 9,146 $334K 0.04% 0 Timeline ADEA ADEIA INC More: the full row for ADEIA 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: 21,744 shares; 2025Q4: 19,250 shares 19,250 $332K 0.04% -2,494 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,796 shares; 2024Q4: 15,693 shares; 2025Q1: 14,523 shares; 2025Q2: 14,213 shares; 2025Q3: 13,814 shares; 2025Q4: 11,499 shares 11,499 $331K 0.04% -2,315 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares 6,786 $329K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,756 shares; 2025Q2: 6,482 shares; 2025Q3: 7,781 shares; 2025Q4: 6,614 shares 6,614 $328K 0.03% -1,167 Timeline FXL 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: 2,000 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares 1,950 $328K 0.03% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,490 shares; 2025Q3: 2,311 shares; 2025Q4: 2,299 shares 2,299 $328K 0.03% -12 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH 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: 8,111 shares 8,111 $326K 0.03% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,568 shares; 2025Q4: 4,655 shares 4,655 $323K 0.03% -913 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,439 shares; 2025Q1: 8,544 shares; 2025Q2: 11,951 shares; 2025Q3: 10,792 shares; 2025Q4: 6,756 shares 6,756 $323K 0.03% -4,036 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,949 shares 3,949 $322K 0.03% new Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING 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: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares 80,000 $322K 0.03% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,191 shares; 2025Q1: 4,108 shares; 2025Q2: 4,073 shares; 2025Q3: 3,500 shares; 2025Q4: 3,294 shares 3,294 $319K 0.03% -206 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,899 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 2,835 shares 2,835 $319K 0.03% -174 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,195 shares; 2025Q1: 1,197 shares; 2025Q2: 1,147 shares; 2025Q3: 1,150 shares; 2025Q4: 1,244 shares 1,244 $313K 0.03% +94 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,249 shares; 2025Q4: 1,371 shares 1,371 $312K 0.03% +122 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,012 shares; 2025Q3: 4,034 shares; 2025Q4: 4,036 shares 4,036 $309K 0.03% +2 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,021 shares; 2025Q1: 5,994 shares; 2025Q2: 5,953 shares; 2025Q3: 5,935 shares; 2025Q4: 5,818 shares 5,818 $307K 0.03% -117 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 3,205 shares 3,205 $306K 0.03% -190 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares 1,896 $303K 0.03% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,634 shares; 2024Q4: 8,634 shares; 2025Q1: 8,634 shares; 2025Q2: 8,484 shares; 2025Q3: 8,196 shares; 2025Q4: 8,271 shares 8,271 $302K 0.03% +75 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 934 shares 934 $302K 0.03% -19 Timeline SSO 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: 2,975 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 5,148 shares 5,148 $298K 0.03% +2,334 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 605 shares 605 $297K 0.03% +21 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,736 shares; 2024Q4: 15,962 shares; 2025Q1: 15,549 shares; 2025Q2: 15,558 shares; 2025Q3: 13,717 shares; 2025Q4: 12,436 shares 12,436 $295K 0.03% -1,281 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,376 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,356 shares 1,356 $294K 0.03% -15 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,229 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,198 shares; 2025Q4: 2,109 shares 2,109 $293K 0.03% -89 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,666 shares; 2024Q4: 19,666 shares; 2025Q1: 17,016 shares; 2025Q2: 16,602 shares; 2025Q3: 15,597 shares; 2025Q4: 15,147 shares 15,147 $291K 0.03% -450 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,419 shares; 2024Q4: 13,419 shares; 2025Q1: 13,419 shares; 2025Q2: 25,774 shares; 2025Q3: 29,228 shares; 2025Q4: 25,774 shares 25,774 $290K 0.03% -3,454 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,577 shares; 2025Q3: 7,220 shares; 2025Q4: 6,170 shares 6,170 $290K 0.03% -1,050 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 2,110 shares; 2025Q3: 2,024 shares; 2025Q4: 1,816 shares 1,816 $289K 0.03% -208 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 12,566 shares; 2025Q4: 11,109 shares 11,109 $289K 0.03% -1,457 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,507 shares; 2025Q1: 6,507 shares; 2025Q2: 6,507 shares; 2025Q3: 6,507 shares; 2025Q4: 6,507 shares 6,507 $289K 0.03% 0 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST 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: 11,224 shares 11,224 $287K 0.03% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 10,537 shares; 2025Q1: 10,537 shares; 2025Q2: 10,537 shares; 2025Q3: 11,318 shares; 2025Q4: 9,969 shares 9,969 $286K 0.03% -1,349 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,401 shares; 2024Q4: 14,404 shares; 2025Q1: 13,584 shares; 2025Q2: 13,589 shares; 2025Q3: 12,845 shares; 2025Q4: 12,716 shares 12,716 $284K 0.03% -129 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: 4,033 shares; 2024Q4: 4,008 shares; 2025Q1: 3,949 shares; 2025Q2: 3,907 shares; 2025Q3: 3,907 shares; 2025Q4: 3,866 shares 3,866 $284K 0.03% -41 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: not reported; 2025Q1: 2,394 shares; 2025Q2: 2,372 shares; 2025Q3: 2,166 shares; 2025Q4: 2,134 shares 2,134 $283K 0.03% -32 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE 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: 8,468 shares; 2025Q2: 8,720 shares; 2025Q3: 9,856 shares; 2025Q4: 7,180 shares 7,180 $282K 0.03% -2,676 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 83 shares 83 $281K 0.03% -2 Timeline IJK 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: 3,032 shares; 2024Q4: 3,032 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 3,008 shares; 2025Q4: 2,899 shares 2,899 $281K 0.03% -109 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 9,344 shares; 2025Q1: 8,476 shares; 2025Q2: 8,515 shares; 2025Q3: 7,270 shares; 2025Q4: 2,864 shares 2,864 $280K 0.03% -4,406 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 7,629 shares; 2025Q1: 7,698 shares; 2025Q2: 8,517 shares; 2025Q3: 8,579 shares; 2025Q4: 3,506 shares 3,506 $280K 0.03% -5,073 Timeline MORT 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: 14,775 shares; 2024Q4: 14,775 shares; 2025Q1: 14,775 shares; 2025Q2: 25,811 shares; 2025Q3: 25,811 shares; 2025Q4: 26,455 shares 26,455 $278K 0.03% +644 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,794 shares; 2025Q1: 1,797 shares; 2025Q2: 1,634 shares; 2025Q3: 1,527 shares; 2025Q4: 1,381 shares 1,381 $278K 0.03% -146 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,287 shares; 2024Q4: 14,087 shares; 2025Q1: 14,087 shares; 2025Q2: 12,012 shares; 2025Q3: 11,872 shares; 2025Q4: 11,872 shares 11,872 $277K 0.03% 0 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: 1,027 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 409 shares 409 $276K 0.03% +1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,567 shares 4,567 $275K 0.03% new 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: 3,184 shares; 2024Q4: 3,447 shares; 2025Q1: 3,423 shares; 2025Q2: 3,773 shares; 2025Q3: 3,838 shares; 2025Q4: 2,856 shares 2,856 $274K 0.03% -982 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,867 shares; 2024Q4: 12,926 shares; 2025Q1: 13,101 shares; 2025Q2: 14,506 shares; 2025Q3: 14,672 shares; 2025Q4: 5,430 shares 5,430 $273K 0.03% -9,242 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: not reported; 2025Q1: 6,821 shares; 2025Q2: 8,712 shares; 2025Q3: 9,767 shares; 2025Q4: 6,047 shares 6,047 $272K 0.03% -3,720 Timeline ESGE 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: 31,744 shares; 2024Q4: 34,948 shares; 2025Q1: 34,541 shares; 2025Q2: 35,976 shares; 2025Q3: 37,185 shares; 2025Q4: 6,154 shares 6,154 $272K 0.03% -31,031 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,484 shares; 2025Q1: 3,416 shares; 2025Q2: 3,348 shares; 2025Q3: 3,304 shares; 2025Q4: 3,051 shares 3,051 $271K 0.03% -253 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,724 shares 12,724 $271K 0.03% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 2,982 shares; 2025Q3: 3,362 shares; 2025Q4: 3,275 shares 3,275 $269K 0.03% -87 Timeline SUSL 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $267K 0.03% 0 Timeline KBE 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: 4,417 shares; 2024Q4: 4,606 shares; 2025Q1: 4,686 shares; 2025Q2: 4,380 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares 4,380 $266K 0.03% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 4,778 shares; 2025Q3: 6,340 shares; 2025Q4: 5,763 shares 5,763 $266K 0.03% -577 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,819 shares; 2025Q1: not reported; 2025Q2: 5,556 shares; 2025Q3: 4,984 shares; 2025Q4: 4,910 shares 4,910 $265K 0.03% -74 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,369 shares; 2025Q4: 6,233 shares 6,233 $265K 0.03% -136 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,300 shares; 2024Q4: 19,300 shares; 2025Q1: 19,200 shares; 2025Q2: 18,847 shares; 2025Q3: 18,547 shares; 2025Q4: 18,547 shares 18,547 $262K 0.03% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,566 shares; 2025Q1: 4,555 shares; 2025Q2: 4,530 shares; 2025Q3: 4,434 shares; 2025Q4: 4,266 shares 4,266 $262K 0.03% -168 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: 2,652 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,701 shares; 2025Q3: 1,572 shares; 2025Q4: 1,469 shares 1,469 $258K 0.03% -103 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 1,786 shares 1,786 $257K 0.03% -459 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: not reported; 2025Q4: 2,670 shares 2,670 $257K 0.03% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,649 shares; 2024Q4: 138,175 shares; 2025Q1: 134,556 shares; 2025Q2: 131,654 shares; 2025Q3: 131,208 shares; 2025Q4: 4,530 shares 4,530 $255K 0.03% -126,678 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $254K 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares 2,322 $254K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,457 shares; 2025Q1: 5,568 shares; 2025Q2: 5,529 shares; 2025Q3: 5,490 shares; 2025Q4: 5,399 shares 5,399 $254K 0.03% -91 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: 3,603 shares; 2024Q4: 3,603 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,764 shares; 2025Q4: 3,431 shares 3,431 $253K 0.03% -333 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,571 shares; 2025Q4: 3,820 shares 3,820 $252K 0.03% +249 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,012 shares; 2025Q4: 1,004 shares 1,004 $252K 0.03% -8 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: not reported; 2025Q2: not reported; 2025Q3: 6,718 shares; 2025Q4: 6,533 shares 6,533 $252K 0.03% -185 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: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,042 shares; 2025Q4: 1,021 shares 1,021 $251K 0.03% -21 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,154 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,254 shares; 2025Q4: 6,785 shares 6,785 $251K 0.03% -469 Timeline QXO QXO INC More: the full row for QXO 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: 12,853 shares; 2025Q4: 12,968 shares 12,968 $250K 0.03% +115 Timeline HYGV 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: 10,977 shares; 2024Q4: 11,047 shares; 2025Q1: 10,199 shares; 2025Q2: 11,123 shares; 2025Q3: 11,125 shares; 2025Q4: 6,131 shares 6,131 $250K 0.03% -4,994 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 919 shares; 2025Q2: 922 shares; 2025Q3: 1,007 shares; 2025Q4: 962 shares 962 $249K 0.03% -45 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC 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: 755 shares; 2025Q4: 755 shares 755 $248K 0.03% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501 shares; 2025Q4: 3,162 shares 3,162 $248K 0.03% -339 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 823 shares 823 $248K 0.03% +1 Timeline AGGY 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: 11,607 shares; 2024Q4: 13,033 shares; 2025Q1: 13,202 shares; 2025Q2: 13,351 shares; 2025Q3: 13,437 shares; 2025Q4: 5,617 shares 5,617 $247K 0.03% -7,820 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,071 shares 1,071 $246K 0.03% +62 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 5,162 shares; 2025Q1: 4,870 shares; 2025Q2: 4,808 shares; 2025Q3: 5,315 shares; 2025Q4: 5,278 shares 5,278 $245K 0.03% -37 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,729 shares 7,729 $244K 0.03% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,641 shares 2,641 $244K 0.03% new Timeline EES 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: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares 4,290 $244K 0.03% 0 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: 3,921 shares; 2024Q4: 3,175 shares; 2025Q1: 2,754 shares; 2025Q2: 2,599 shares; 2025Q3: 2,773 shares; 2025Q4: 2,478 shares 2,478 $242K 0.03% -295 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: 4,349 shares; 2024Q4: 3,815 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares 2,856 $241K 0.03% 0 Timeline RMD RESMED INC More: the full row for RESMED 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: 1,007 shares; 2025Q3: 1,069 shares; 2025Q4: 995 shares 995 $240K 0.03% -74 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 830 shares 830 $240K 0.03% +53 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: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 904 shares 904 $237K 0.03% -78 Timeline