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: 174,564 shares; 2024Q4: 171,999 shares; 2025Q1: 177,815 shares; 2025Q2: 163,252 shares; 2025Q3: 165,971 shares; 2025Q4: 174,916 shares 174,916 $120M 5.3% +8,945 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: 139,541 shares; 2024Q4: 156,474 shares; 2025Q1: 163,619 shares; 2025Q2: 122,055 shares; 2025Q3: 119,406 shares; 2025Q4: 117,771 shares 117,771 $80.3M 3.56% -1,635 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: 258,160 shares; 2024Q4: 274,104 shares; 2025Q1: 245,584 shares; 2025Q2: 245,955 shares; 2025Q3: 257,853 shares; 2025Q4: 234,067 shares 234,067 $63.6M 2.82% -23,786 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,559 shares; 2024Q4: 337,087 shares; 2025Q1: 299,655 shares; 2025Q2: 318,744 shares; 2025Q3: 289,112 shares; 2025Q4: 276,559 shares 276,559 $51.6M 2.28% -12,553 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: 99,212 shares; 2024Q4: 98,223 shares; 2025Q1: 82,174 shares; 2025Q2: 80,070 shares; 2025Q3: 85,313 shares; 2025Q4: 83,014 shares 83,014 $40.1M 1.78% -2,299 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: 133,079 shares; 2024Q4: 134,077 shares; 2025Q1: 117,447 shares; 2025Q2: 112,861 shares; 2025Q3: 113,104 shares; 2025Q4: 120,188 shares 120,188 $37.6M 1.67% +7,084 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: 69,716 shares; 2024Q4: 64,561 shares; 2025Q1: 61,329 shares; 2025Q2: 53,039 shares; 2025Q3: 51,971 shares; 2025Q4: 56,834 shares 56,834 $34.9M 1.55% +4,863 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: 223,162 shares; 2024Q4: 222,839 shares; 2025Q1: 203,254 shares; 2025Q2: 220,210 shares; 2025Q3: 216,332 shares; 2025Q4: 219,776 shares 219,776 $33.9M 1.5% +3,444 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: 175,975 shares; 2024Q4: 182,397 shares; 2025Q1: 140,454 shares; 2025Q2: 144,518 shares; 2025Q3: 146,563 shares; 2025Q4: 144,651 shares 144,651 $33.4M 1.48% -1,912 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: 39,350 shares; 2024Q4: 41,354 shares; 2025Q1: 44,127 shares; 2025Q2: 54,708 shares; 2025Q3: 50,201 shares; 2025Q4: 51,649 shares 51,649 $32.4M 1.43% +1,448 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,509 shares; 2024Q4: 415,634 shares; 2025Q1: 406,279 shares; 2025Q2: 440,468 shares; 2025Q3: 250,961 shares; 2025Q4: 299,727 shares 299,727 $27.4M 1.21% +48,766 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: 58,256 shares; 2024Q4: 59,016 shares; 2025Q1: 44,777 shares; 2025Q2: 46,879 shares; 2025Q3: 46,251 shares; 2025Q4: 45,662 shares 45,662 $26.2M 1.16% -589 Timeline ACWX 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: 13,387 shares; 2025Q4: 380,959 shares 380,959 $25.6M 1.13% +367,572 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: 67,820 shares; 2024Q4: 80,273 shares; 2025Q1: 70,841 shares; 2025Q2: 74,490 shares; 2025Q3: 90,268 shares; 2025Q4: 174,413 shares 174,413 $25.1M 1.11% +84,145 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: 93,228 shares; 2024Q4: 103,419 shares; 2025Q1: 61,265 shares; 2025Q2: 95,587 shares; 2025Q3: 102,677 shares; 2025Q4: 66,121 shares 66,121 $22.9M 1.01% -36,556 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: 87,782 shares; 2024Q4: 95,176 shares; 2025Q1: 104,519 shares; 2025Q2: 104,010 shares; 2025Q3: 103,912 shares; 2025Q4: 103,146 shares 103,146 $22.7M 1% -766 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: 334,215 shares; 2024Q4: 1,074,033 shares; 2025Q1: 707,556 shares; 2025Q2: 723,110 shares; 2025Q3: 701,610 shares; 2025Q4: 801,521 shares 801,521 $22M 0.97% +99,911 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: 245,852 shares; 2024Q4: 237,352 shares; 2025Q1: 238,597 shares; 2025Q2: 241,194 shares; 2025Q3: 240,361 shares; 2025Q4: 243,703 shares 243,703 $21.8M 0.97% +3,342 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,869 shares; 2024Q4: 108,666 shares; 2025Q1: 130,175 shares; 2025Q2: 135,969 shares; 2025Q3: 163,510 shares; 2025Q4: 172,613 shares 172,613 $18.5M 0.82% +9,103 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,257 shares; 2024Q4: 75,946 shares; 2025Q1: 20,317 shares; 2025Q2: 195,674 shares; 2025Q3: 216,061 shares; 2025Q4: 179,016 shares 179,016 $18.4M 0.81% -37,045 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: 80,111 shares; 2024Q4: 78,531 shares; 2025Q1: 64,788 shares; 2025Q2: 62,274 shares; 2025Q3: 65,027 shares; 2025Q4: 55,931 shares 55,931 $18M 0.8% -9,096 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: 49,037 shares; 2024Q4: 47,762 shares; 2025Q1: 47,304 shares; 2025Q2: 48,462 shares; 2025Q3: 48,543 shares; 2025Q4: 53,389 shares 53,389 $17.9M 0.79% +4,846 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: 34,052 shares; 2024Q4: 35,443 shares; 2025Q1: 33,219 shares; 2025Q2: 36,324 shares; 2025Q3: 43,055 shares; 2025Q4: 43,981 shares 43,981 $17.4M 0.77% +926 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: 47,344 shares; 2024Q4: 49,306 shares; 2025Q1: 48,804 shares; 2025Q2: 49,594 shares; 2025Q3: 49,633 shares; 2025Q4: 38,613 shares 38,613 $17.4M 0.77% -11,020 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: 66,021 shares; 2024Q4: 53,641 shares; 2025Q1: 36,857 shares; 2025Q2: 64,360 shares; 2025Q3: 91,642 shares; 2025Q4: 85,547 shares 85,547 $16.4M 0.73% -6,095 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: 45,541 shares; 2024Q4: 80,508 shares; 2025Q1: 61,058 shares; 2025Q2: 62,529 shares; 2025Q3: 95,215 shares; 2025Q4: 88,955 shares 88,955 $16.4M 0.73% -6,260 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: 137,707 shares; 2024Q4: 134,149 shares; 2025Q1: 99,860 shares; 2025Q2: 120,233 shares; 2025Q3: 119,370 shares; 2025Q4: 104,846 shares 104,846 $15M 0.67% -14,524 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: 35,991 shares; 2024Q4: 31,638 shares; 2025Q1: 23,778 shares; 2025Q2: 23,869 shares; 2025Q3: 31,289 shares; 2025Q4: 31,622 shares 31,622 $14.8M 0.66% +333 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: 11,582 shares; 2024Q4: 11,516 shares; 2025Q1: 10,977 shares; 2025Q2: 11,760 shares; 2025Q3: 13,556 shares; 2025Q4: 13,657 shares 13,657 $14.7M 0.65% +101 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: 385,302 shares; 2024Q4: 392,407 shares; 2025Q1: 370,613 shares; 2025Q2: 374,658 shares; 2025Q3: 369,579 shares; 2025Q4: 366,525 shares 366,525 $14.5M 0.64% -3,054 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: 52,832 shares; 2024Q4: 67,648 shares; 2025Q1: 72,799 shares; 2025Q2: 68,537 shares; 2025Q3: 70,515 shares; 2025Q4: 90,662 shares 90,662 $14M 0.62% +20,147 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: 16,085 shares; 2024Q4: 16,418 shares; 2025Q1: 15,615 shares; 2025Q2: 16,198 shares; 2025Q3: 16,382 shares; 2025Q4: 16,067 shares 16,067 $13.9M 0.61% -315 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: 23,555 shares; 2024Q4: 23,121 shares; 2025Q1: 19,081 shares; 2025Q2: 20,545 shares; 2025Q3: 20,565 shares; 2025Q4: 20,818 shares 20,818 $13.7M 0.61% +253 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,617 shares; 2024Q4: 526,668 shares; 2025Q1: 254,721 shares; 2025Q2: 221,335 shares; 2025Q3: 225,410 shares; 2025Q4: 206,056 shares 206,056 $13.6M 0.6% -19,354 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,932 shares; 2024Q4: 144,577 shares; 2025Q1: 152,076 shares; 2025Q2: 139,631 shares; 2025Q3: 139,915 shares; 2025Q4: 149,486 shares 149,486 $13.5M 0.6% +9,571 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,153 shares; 2024Q4: 65,769 shares; 2025Q1: 38,229 shares; 2025Q2: 40,458 shares; 2025Q3: 46,635 shares; 2025Q4: 45,967 shares 45,967 $13.1M 0.58% -668 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: 16,653 shares; 2024Q4: 15,229 shares; 2025Q1: 15,157 shares; 2025Q2: 15,320 shares; 2025Q3: 18,201 shares; 2025Q4: 15,893 shares 15,893 $12.9M 0.57% -2,308 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: 95,963 shares; 2024Q4: 402,441 shares; 2025Q1: 396,448 shares; 2025Q2: 405,091 shares; 2025Q3: 392,764 shares; 2025Q4: 366,625 shares 366,625 $12M 0.53% -26,139 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: 25,675 shares; 2024Q4: 25,281 shares; 2025Q1: 22,531 shares; 2025Q2: 24,865 shares; 2025Q3: 26,605 shares; 2025Q4: 23,730 shares 23,730 $11.9M 0.53% -2,875 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: 51,138 shares; 2024Q4: 53,052 shares; 2025Q1: 53,161 shares; 2025Q2: 45,658 shares; 2025Q3: 45,428 shares; 2025Q4: 44,891 shares 44,891 $11.1M 0.49% -537 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,755 shares; 2025Q1: 2,260 shares; 2025Q2: 41,733 shares; 2025Q3: 39,812 shares; 2025Q4: 34,487 shares 34,487 $10.9M 0.48% -5,325 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,731 shares; 2024Q4: 477,005 shares; 2025Q1: 481,342 shares; 2025Q2: 387,017 shares; 2025Q3: 376,540 shares; 2025Q4: 362,965 shares 362,965 $10.7M 0.48% -13,575 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: 268,822 shares; 2024Q4: 348,801 shares; 2025Q1: 175,856 shares; 2025Q2: 281,896 shares; 2025Q3: 313,164 shares; 2025Q4: 186,483 shares 186,483 $10.7M 0.47% -126,681 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,191 shares; 2024Q4: 137,847 shares; 2025Q1: 134,817 shares; 2025Q2: 139,675 shares; 2025Q3: 156,832 shares; 2025Q4: 231,271 shares 231,271 $10.5M 0.47% +74,439 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: 95,595 shares; 2024Q4: 74,603 shares; 2025Q1: 76,897 shares; 2025Q2: 117,149 shares; 2025Q3: 124,128 shares; 2025Q4: 128,845 shares 128,845 $10.3M 0.45% +4,717 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: 183,963 shares; 2024Q4: 188,318 shares; 2025Q1: 192,475 shares; 2025Q2: 157,868 shares; 2025Q3: 162,792 shares; 2025Q4: 164,078 shares 164,078 $10.2M 0.45% +1,286 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,000 shares; 2024Q4: 65,719 shares; 2025Q1: 93,653 shares; 2025Q2: 65,354 shares; 2025Q3: 107,526 shares; 2025Q4: 102,449 shares 102,449 $10.2M 0.45% -5,077 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: 229,280 shares; 2024Q4: 210,821 shares; 2025Q1: 202,370 shares; 2025Q2: 198,651 shares; 2025Q3: 189,471 shares; 2025Q4: 182,604 shares 182,604 $9.82M 0.43% -6,867 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,432 shares; 2024Q4: 38,429 shares; 2025Q1: 38,613 shares; 2025Q2: 80,249 shares; 2025Q3: 108,681 shares; 2025Q4: 101,504 shares 101,504 $9.77M 0.43% -7,177 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,000 shares; 2024Q4: 841,000 shares; 2025Q1: 841,000 shares; 2025Q2: 841,040 shares; 2025Q3: 841,040 shares; 2025Q4: 816,040 shares 816,040 $9.47M 0.42% -25,000 Timeline SUB 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: 87,844 shares; 2024Q4: 83,000 shares; 2025Q1: 64,674 shares; 2025Q2: 94,218 shares; 2025Q3: 90,866 shares; 2025Q4: 87,943 shares 87,943 $9.38M 0.42% -2,923 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: 63,574 shares; 2024Q4: 62,870 shares; 2025Q1: 69,183 shares; 2025Q2: 105,761 shares; 2025Q3: 108,735 shares; 2025Q4: 95,717 shares 95,717 $9.19M 0.41% -13,018 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: 28,607 shares; 2024Q4: 28,550 shares; 2025Q1: 25,267 shares; 2025Q2: 24,728 shares; 2025Q3: 24,265 shares; 2025Q4: 25,669 shares 25,669 $9M 0.4% +1,404 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: 26,581 shares; 2024Q4: 26,250 shares; 2025Q1: 26,642 shares; 2025Q2: 28,028 shares; 2025Q3: 28,554 shares; 2025Q4: 28,587 shares 28,587 $8.97M 0.4% +33 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,808 shares; 2024Q4: 101,512 shares; 2025Q1: 101,165 shares; 2025Q2: 97,879 shares; 2025Q3: 103,950 shares; 2025Q4: 104,510 shares 104,510 $8.75M 0.39% +560 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: 30,710 shares; 2024Q4: 38,302 shares; 2025Q1: 113,420 shares; 2025Q2: 71,395 shares; 2025Q3: 78,897 shares; 2025Q4: 68,884 shares 68,884 $8.49M 0.38% -10,013 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: 53,919 shares; 2024Q4: 100,035 shares; 2025Q1: 136,873 shares; 2025Q2: 125,747 shares; 2025Q3: 132,095 shares; 2025Q4: 143,977 shares 143,977 $8.46M 0.37% +11,882 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: 104,699 shares; 2024Q4: 82,760 shares; 2025Q1: 88,297 shares; 2025Q2: 93,548 shares; 2025Q3: 96,839 shares; 2025Q4: 112,590 shares 112,590 $8.34M 0.37% +15,751 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: 42,394 shares; 2024Q4: 42,602 shares; 2025Q1: 53,458 shares; 2025Q2: 36,831 shares; 2025Q3: 36,415 shares; 2025Q4: 36,452 shares 36,452 $8.33M 0.37% +37 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,406 shares; 2024Q4: 68,804 shares; 2025Q1: 74,792 shares; 2025Q2: 66,288 shares; 2025Q3: 79,706 shares; 2025Q4: 74,492 shares 74,492 $8.21M 0.36% -5,214 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: 78,091 shares; 2024Q4: 70,120 shares; 2025Q1: 28,996 shares; 2025Q2: 57,089 shares; 2025Q3: 47,635 shares; 2025Q4: 45,917 shares 45,917 $8.15M 0.36% -1,718 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,195 shares; 2024Q4: 135,536 shares; 2025Q1: 65,069 shares; 2025Q2: 114,254 shares; 2025Q3: 181,477 shares; 2025Q4: 159,029 shares 159,029 $8M 0.35% -22,448 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: 79,486 shares; 2024Q4: 79,687 shares; 2025Q1: 73,697 shares; 2025Q2: 81,180 shares; 2025Q3: 99,298 shares; 2025Q4: 98,106 shares 98,106 $7.79M 0.34% -1,192 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,216 shares; 2024Q4: 23,341 shares; 2025Q1: 25,512 shares; 2025Q2: 25,657 shares; 2025Q3: 21,310 shares; 2025Q4: 20,452 shares 20,452 $7.64M 0.34% -858 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 64,682 shares; 2025Q1: 85,152 shares; 2025Q2: 109,706 shares; 2025Q3: 108,218 shares; 2025Q4: 127,405 shares 127,405 $7.64M 0.34% +19,187 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: 15,960 shares; 2024Q4: 15,440 shares; 2025Q1: 14,978 shares; 2025Q2: 15,411 shares; 2025Q3: 15,518 shares; 2025Q4: 13,144 shares 13,144 $7.5M 0.33% -2,374 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,714 shares; 2024Q4: 126,888 shares; 2025Q1: 174,631 shares; 2025Q2: 158,002 shares; 2025Q3: 150,842 shares; 2025Q4: 107,911 shares 107,911 $7.49M 0.33% -42,931 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: 16,963 shares; 2024Q4: 14,792 shares; 2025Q1: 56,357 shares; 2025Q2: 49,703 shares; 2025Q3: 48,471 shares; 2025Q4: 74,898 shares 74,898 $7.48M 0.33% +26,427 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: 65,698 shares; 2024Q4: 68,275 shares; 2025Q1: 62,725 shares; 2025Q2: 61,989 shares; 2025Q3: 61,477 shares; 2025Q4: 61,044 shares 61,044 $7.34M 0.32% -433 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: 64,432 shares; 2024Q4: 59,697 shares; 2025Q1: 62,062 shares; 2025Q2: 102,164 shares; 2025Q3: 101,642 shares; 2025Q4: 93,934 shares 93,934 $7.24M 0.32% -7,708 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,161 shares; 2024Q4: 301,789 shares; 2025Q1: 290,313 shares; 2025Q2: 272,936 shares; 2025Q3: 273,600 shares; 2025Q4: 273,383 shares 273,383 $7.04M 0.31% -217 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,965 shares; 2024Q4: 27,396 shares; 2025Q1: 26,897 shares; 2025Q2: 26,440 shares; 2025Q3: 25,375 shares; 2025Q4: 24,177 shares 24,177 $7.02M 0.31% -1,198 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 197,961 shares; 2025Q4: 235,541 shares 235,541 $7M 0.31% +37,580 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,358 shares; 2024Q4: 21,232 shares; 2025Q1: 12,050 shares; 2025Q2: 25,572 shares; 2025Q3: 11,856 shares; 2025Q4: 22,907 shares 22,907 $6.96M 0.31% +11,051 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: 66,880 shares; 2024Q4: 66,331 shares; 2025Q1: 64,245 shares; 2025Q2: 69,477 shares; 2025Q3: 78,846 shares; 2025Q4: 61,995 shares 61,995 $6.91M 0.31% -16,851 Timeline DFAX 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: 203,834 shares; 2024Q4: 214,115 shares; 2025Q1: 207,718 shares; 2025Q2: 211,074 shares; 2025Q3: 207,141 shares; 2025Q4: 206,588 shares 206,588 $6.76M 0.3% -553 Timeline VGIT 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: 91,046 shares; 2024Q4: 104,708 shares; 2025Q1: 104,838 shares; 2025Q2: 99,967 shares; 2025Q3: 107,340 shares; 2025Q4: 111,245 shares 111,245 $6.67M 0.3% +3,905 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: 79,551 shares; 2024Q4: 113,515 shares; 2025Q1: 89,519 shares; 2025Q2: 156,377 shares; 2025Q3: 165,566 shares; 2025Q4: 121,603 shares 121,603 $6.66M 0.29% -43,963 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,540 shares; 2024Q4: 54,595 shares; 2025Q1: 29,838 shares; 2025Q2: 75,634 shares; 2025Q3: 77,346 shares; 2025Q4: 82,191 shares 82,191 $6.63M 0.29% +4,845 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,900 shares; 2024Q4: 177,244 shares; 2025Q1: 186,997 shares; 2025Q2: 185,356 shares; 2025Q3: 194,385 shares; 2025Q4: 191,907 shares 191,907 $6.57M 0.29% -2,478 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,849 shares; 2024Q4: 271,388 shares; 2025Q1: 271,285 shares; 2025Q2: 266,923 shares; 2025Q3: 248,517 shares; 2025Q4: 222,800 shares 222,800 $6.35M 0.28% -25,717 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,170 shares; 2024Q4: 62,505 shares; 2025Q1: 63,774 shares; 2025Q2: 66,399 shares; 2025Q3: 70,188 shares; 2025Q4: 74,162 shares 74,162 $6.33M 0.28% +3,974 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: 64,780 shares; 2024Q4: 62,279 shares; 2025Q1: 61,381 shares; 2025Q2: 46,179 shares; 2025Q3: 48,285 shares; 2025Q4: 41,531 shares 41,531 $6.33M 0.28% -6,754 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,023 shares; 2024Q4: 42,305 shares; 2025Q1: 42,729 shares; 2025Q2: 70,442 shares; 2025Q3: 68,403 shares; 2025Q4: 65,704 shares 65,704 $6.33M 0.28% -2,699 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: 32,797 shares; 2024Q4: 27,231 shares; 2025Q1: 31,976 shares; 2025Q2: 32,930 shares; 2025Q3: 31,720 shares; 2025Q4: 30,542 shares 30,542 $6.32M 0.28% -1,178 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: 94,451 shares; 2024Q4: 167,579 shares; 2025Q1: 97,698 shares; 2025Q2: 145,421 shares; 2025Q3: 147,595 shares; 2025Q4: 114,758 shares 114,758 $6.31M 0.28% -32,837 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: 50,192 shares; 2024Q4: 49,022 shares; 2025Q1: 40,214 shares; 2025Q2: 35,235 shares; 2025Q3: 35,244 shares; 2025Q4: 59,766 shares 59,766 $6.29M 0.28% +24,522 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,022 shares; 2024Q4: 82,746 shares; 2025Q1: 83,870 shares; 2025Q2: 84,990 shares; 2025Q3: 85,009 shares; 2025Q4: 85,094 shares 85,094 $6.26M 0.28% +85 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: 30,366 shares; 2024Q4: 32,795 shares; 2025Q1: 32,482 shares; 2025Q2: 87,929 shares; 2025Q3: 37,439 shares; 2025Q4: 34,796 shares 34,796 $6.18M 0.27% -2,643 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,578 shares; 2024Q4: 94,692 shares; 2025Q1: 33,946 shares; 2025Q2: 32,804 shares; 2025Q3: 67,958 shares; 2025Q4: 58,838 shares 58,838 $6.12M 0.27% -9,120 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 6,147 shares; 2025Q1: 5,991 shares; 2025Q2: 6,334 shares; 2025Q3: 7,960 shares; 2025Q4: 7,981 shares 7,981 $6.11M 0.27% +21 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: 58,421 shares; 2024Q4: 60,597 shares; 2025Q1: 57,972 shares; 2025Q2: 45,723 shares; 2025Q3: 42,628 shares; 2025Q4: 42,319 shares 42,319 $6.06M 0.27% -309 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,907 shares; 2024Q4: 96,862 shares; 2025Q1: 75,064 shares; 2025Q2: 72,592 shares; 2025Q3: 70,323 shares; 2025Q4: 70,666 shares 70,666 $5.85M 0.26% +343 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: 74,015 shares; 2024Q4: 74,144 shares; 2025Q1: 74,821 shares; 2025Q2: 68,001 shares; 2025Q3: 67,804 shares; 2025Q4: 129,738 shares 129,738 $5.8M 0.26% +61,934 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: 20,870 shares; 2024Q4: 20,074 shares; 2025Q1: 19,242 shares; 2025Q2: 17,843 shares; 2025Q3: 19,172 shares; 2025Q4: 16,643 shares 16,643 $5.73M 0.25% -2,529 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: 3,708 shares; 2024Q4: 7,558 shares; 2025Q1: 20,924 shares; 2025Q2: 50,969 shares; 2025Q3: 42,180 shares; 2025Q4: 56,833 shares 56,833 $5.7M 0.25% +14,653 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: 16,221 shares; 2024Q4: 26,123 shares; 2025Q1: 20,593 shares; 2025Q2: 35,456 shares; 2025Q3: 29,965 shares; 2025Q4: 47,678 shares 47,678 $5.69M 0.25% +17,713 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,823 shares; 2024Q4: 22,009 shares; 2025Q1: 16,204 shares; 2025Q2: 15,512 shares; 2025Q3: 22,880 shares; 2025Q4: 26,317 shares 26,317 $5.64M 0.25% +3,437 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,828 shares; 2024Q4: 19,441 shares; 2025Q1: 21,020 shares; 2025Q2: 26,119 shares; 2025Q3: 28,913 shares; 2025Q4: 21,147 shares 21,147 $5.45M 0.24% -7,766 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: 54,229 shares; 2024Q4: 52,108 shares; 2025Q1: 97,771 shares; 2025Q2: 53,893 shares; 2025Q3: 54,394 shares; 2025Q4: 78,023 shares 78,023 $5.45M 0.24% +23,629 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,230 shares; 2024Q4: 64,286 shares; 2025Q1: 65,590 shares; 2025Q2: 65,751 shares; 2025Q3: 70,825 shares; 2025Q4: 144,907 shares 144,907 $5.42M 0.24% +74,082 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: 7,208 shares; 2024Q4: 7,383 shares; 2025Q1: 5,073 shares; 2025Q2: 5,209 shares; 2025Q3: 6,258 shares; 2025Q4: 57,039 shares 57,039 $5.35M 0.24% +50,781 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: 82,472 shares; 2024Q4: 51,889 shares; 2025Q1: 50,245 shares; 2025Q2: 53,304 shares; 2025Q3: 51,935 shares; 2025Q4: 44,241 shares 44,241 $5.32M 0.24% -7,694 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: 70,896 shares; 2024Q4: 71,032 shares; 2025Q1: 72,729 shares; 2025Q2: 72,954 shares; 2025Q3: 81,540 shares; 2025Q4: 79,199 shares 79,199 $5.32M 0.24% -2,341 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,844 shares; 2025Q1: 12,627 shares; 2025Q2: 17,434 shares; 2025Q3: 23,505 shares; 2025Q4: 24,986 shares 24,986 $5.3M 0.23% +1,481 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 10,898 shares; 2025Q1: 11,686 shares; 2025Q2: 10,868 shares; 2025Q3: 10,844 shares; 2025Q4: 11,044 shares 11,044 $5.23M 0.23% +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: 11,867 shares; 2024Q4: 9,631 shares; 2025Q1: 9,051 shares; 2025Q2: 7,736 shares; 2025Q3: 17,947 shares; 2025Q4: 15,595 shares 15,595 $5.15M 0.23% -2,352 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,792 shares; 2024Q4: 61,804 shares; 2025Q1: 60,896 shares; 2025Q2: 59,915 shares; 2025Q3: 63,350 shares; 2025Q4: 64,316 shares 64,316 $5.07M 0.22% +966 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: 7,637 shares; 2025Q1: 3,263 shares; 2025Q2: 6,202 shares; 2025Q3: 4,718 shares; 2025Q4: 4,728 shares 4,728 $5.06M 0.22% +10 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: 15,305 shares; 2024Q4: 14,574 shares; 2025Q1: 5,677 shares; 2025Q2: 10,669 shares; 2025Q3: 5,489 shares; 2025Q4: 5,721 shares 5,721 $5.03M 0.22% +232 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 19,303 shares; 2025Q1: 3,429 shares; 2025Q2: 14,364 shares; 2025Q3: 13,985 shares; 2025Q4: 14,169 shares 14,169 $5.01M 0.22% +184 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: 95,955 shares; 2024Q4: 62,768 shares; 2025Q1: 34,041 shares; 2025Q2: 51,576 shares; 2025Q3: 53,114 shares; 2025Q4: 51,801 shares 51,801 $4.98M 0.22% -1,313 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,362 shares; 2025Q4: 24,872 shares 24,872 $4.81M 0.21% -3,490 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: 20,137 shares; 2024Q4: 17,268 shares; 2025Q1: 35,757 shares; 2025Q2: 16,213 shares; 2025Q3: 18,911 shares; 2025Q4: 32,867 shares 32,867 $4.72M 0.21% +13,956 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,484 shares; 2024Q4: 16,020 shares; 2025Q1: 46,202 shares; 2025Q2: 55,357 shares; 2025Q3: 79,817 shares; 2025Q4: 77,176 shares 77,176 $4.69M 0.21% -2,641 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,592 shares; 2024Q4: 192,239 shares; 2025Q1: 192,342 shares; 2025Q2: 178,884 shares; 2025Q3: 176,617 shares; 2025Q4: 173,203 shares 173,203 $4.66M 0.21% -3,414 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,911 shares; 2024Q4: 3,910 shares; 2025Q1: 5,560 shares; 2025Q2: 18,595 shares; 2025Q3: 18,163 shares; 2025Q4: 17,056 shares 17,056 $4.63M 0.2% -1,107 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,666 shares; 2024Q4: 51,549 shares; 2025Q1: 51,528 shares; 2025Q2: 49,559 shares; 2025Q3: 54,215 shares; 2025Q4: 58,793 shares 58,793 $4.58M 0.2% +4,578 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: 18,996 shares; 2024Q4: 17,830 shares; 2025Q1: 5,573 shares; 2025Q2: 19,789 shares; 2025Q3: 26,668 shares; 2025Q4: 21,062 shares 21,062 $4.57M 0.2% -5,606 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,668 shares; 2024Q4: 49,755 shares; 2025Q1: 35,752 shares; 2025Q2: 35,371 shares; 2025Q3: 35,200 shares; 2025Q4: 32,218 shares 32,218 $4.55M 0.2% -2,982 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,852 shares; 2024Q4: 58,117 shares; 2025Q1: 797,352 shares; 2025Q2: 160,009 shares; 2025Q3: 107,772 shares; 2025Q4: 87,858 shares 87,858 $4.44M 0.2% -19,914 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,517 shares; 2024Q4: 52,985 shares; 2025Q1: 49,099 shares; 2025Q2: 42,963 shares; 2025Q3: 44,619 shares; 2025Q4: 42,359 shares 42,359 $4.39M 0.19% -2,260 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,172 shares; 2024Q4: 27,704 shares; 2025Q1: 27,167 shares; 2025Q2: 28,487 shares; 2025Q3: 34,829 shares; 2025Q4: 34,487 shares 34,487 $4.34M 0.19% -342 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,312 shares; 2024Q4: 35,537 shares; 2025Q1: 59,254 shares; 2025Q2: 48,906 shares; 2025Q3: 48,069 shares; 2025Q4: 45,506 shares 45,506 $4.33M 0.19% -2,563 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: 53,763 shares; 2024Q4: 54,012 shares; 2025Q1: 53,772 shares; 2025Q2: 74,244 shares; 2025Q3: 86,186 shares; 2025Q4: 87,745 shares 87,745 $4.24M 0.19% +1,559 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: 1,909 shares; 2024Q4: 1,836 shares; 2025Q1: 1,756 shares; 2025Q2: 12,479 shares; 2025Q3: 12,250 shares; 2025Q4: 11,402 shares 11,402 $4.22M 0.19% -848 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: 24,394 shares; 2024Q4: 23,963 shares; 2025Q1: 23,731 shares; 2025Q2: 24,934 shares; 2025Q3: 70,379 shares; 2025Q4: 71,611 shares 71,611 $4.2M 0.19% +1,232 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,132 shares; 2024Q4: 15,508 shares; 2025Q1: 18,283 shares; 2025Q2: 18,244 shares; 2025Q3: 19,329 shares; 2025Q4: 17,387 shares 17,387 $4.19M 0.19% -1,942 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: 26,167 shares; 2024Q4: 34,706 shares; 2025Q1: 36,782 shares; 2025Q2: 23,243 shares; 2025Q3: 23,192 shares; 2025Q4: 21,397 shares 21,397 $4.17M 0.18% -1,795 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: 45,126 shares; 2024Q4: 43,132 shares; 2025Q1: 5,440 shares; 2025Q2: 45,172 shares; 2025Q3: 42,459 shares; 2025Q4: 33,014 shares 33,014 $4.16M 0.18% -9,445 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: 24,973 shares; 2024Q4: 12,289 shares; 2025Q1: 12,262 shares; 2025Q2: 11,955 shares; 2025Q3: 12,622 shares; 2025Q4: 12,585 shares 12,585 $4.12M 0.18% -37 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,556 shares; 2024Q4: 57,914 shares; 2025Q1: 57,289 shares; 2025Q2: 55,768 shares; 2025Q3: 52,523 shares; 2025Q4: 47,914 shares 47,914 $4.06M 0.18% -4,609 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,703 shares; 2024Q4: 45,800 shares; 2025Q1: 51,384 shares; 2025Q2: 50,956 shares; 2025Q3: 54,801 shares; 2025Q4: 49,828 shares 49,828 $4.04M 0.18% -4,973 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: 29,345 shares; 2024Q4: 28,695 shares; 2025Q1: 4,175 shares; 2025Q2: 23,684 shares; 2025Q3: 23,166 shares; 2025Q4: 16,181 shares 16,181 $3.92M 0.17% -6,985 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: 19,199 shares; 2024Q4: 22,206 shares; 2025Q1: 21,156 shares; 2025Q2: 26,621 shares; 2025Q3: 28,830 shares; 2025Q4: 24,709 shares 24,709 $3.83M 0.17% -4,121 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,507 shares; 2024Q4: 20,813 shares; 2025Q1: 33,572 shares; 2025Q2: 31,947 shares; 2025Q3: 34,270 shares; 2025Q4: 59,451 shares 59,451 $3.83M 0.17% +25,181 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,561 shares 153,561 $3.74M 0.17% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,495 shares; 2024Q4: 269,495 shares; 2025Q1: 269,495 shares; 2025Q2: 269,495 shares; 2025Q3: 269,415 shares; 2025Q4: 269,415 shares 269,415 $3.72M 0.16% 0 Timeline NSI NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,886 shares; 2024Q4: 78,364 shares; 2025Q1: 87,832 shares; 2025Q2: 101,971 shares; 2025Q3: 103,289 shares; 2025Q4: 110,809 shares 110,809 $3.7M 0.16% +7,520 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: 17,797 shares; 2024Q4: 18,015 shares; 2025Q1: 16,484 shares; 2025Q2: 41,412 shares; 2025Q3: 50,593 shares; 2025Q4: 28,963 shares 28,963 $3.69M 0.16% -21,630 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 7,197 shares; 2025Q1: 18,522 shares; 2025Q2: 16,198 shares; 2025Q3: 17,429 shares; 2025Q4: 16,325 shares 16,325 $3.67M 0.16% -1,104 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 48,848 shares; 2025Q3: 45,942 shares; 2025Q4: 42,697 shares 42,697 $3.66M 0.16% -3,245 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: 71,539 shares; 2024Q4: 125,489 shares; 2025Q1: 87,323 shares; 2025Q2: 60,961 shares; 2025Q3: 63,713 shares; 2025Q4: 76,883 shares 76,883 $3.62M 0.16% +13,170 Timeline IBDR 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: 35,676 shares; 2024Q4: 155,975 shares; 2025Q1: 201,743 shares; 2025Q2: 93,775 shares; 2025Q3: 99,066 shares; 2025Q4: 148,775 shares 148,775 $3.6M 0.16% +49,709 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,892 shares; 2024Q4: 71,224 shares; 2025Q1: 170,164 shares; 2025Q2: 182,285 shares; 2025Q3: 155,402 shares; 2025Q4: 147,637 shares 147,637 $3.6M 0.16% -7,765 Timeline ESGU 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: 34,425 shares; 2024Q4: 33,925 shares; 2025Q1: 32,438 shares; 2025Q2: 30,438 shares; 2025Q3: 26,957 shares; 2025Q4: 24,113 shares 24,113 $3.59M 0.16% -2,844 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,553 shares; 2024Q4: 17,033 shares; 2025Q1: 17,211 shares; 2025Q2: 15,831 shares; 2025Q3: 16,119 shares; 2025Q4: 16,433 shares 16,433 $3.57M 0.16% +314 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 18,861 shares; 2025Q1: 19,764 shares; 2025Q2: 19,363 shares; 2025Q3: 19,335 shares; 2025Q4: 19,217 shares 19,217 $3.56M 0.16% -118 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: not reported; 2024Q4: 5,502 shares; 2025Q1: not reported; 2025Q2: 68,620 shares; 2025Q3: 65,178 shares; 2025Q4: 63,467 shares 63,467 $3.47M 0.15% -1,711 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: 43,101 shares; 2024Q4: 44,445 shares; 2025Q1: 23,249 shares; 2025Q2: 43,652 shares; 2025Q3: 32,778 shares; 2025Q4: 17,708 shares 17,708 $3.45M 0.15% -15,070 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: 4,059 shares; 2024Q4: 8,149 shares; 2025Q1: 3,815 shares; 2025Q2: 76,903 shares; 2025Q3: 47,828 shares; 2025Q4: 40,579 shares 40,579 $3.45M 0.15% -7,249 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: 19,974 shares; 2024Q4: 19,698 shares; 2025Q1: 19,220 shares; 2025Q2: 17,848 shares; 2025Q3: 17,681 shares; 2025Q4: 18,794 shares 18,794 $3.45M 0.15% +1,113 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,156 shares; 2024Q4: 67,318 shares; 2025Q1: 62,697 shares; 2025Q2: 55,724 shares; 2025Q3: 52,327 shares; 2025Q4: 47,783 shares 47,783 $3.41M 0.15% -4,544 Timeline DVYE 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: 98,047 shares; 2024Q4: 88,054 shares; 2025Q1: 88,355 shares; 2025Q2: 93,558 shares; 2025Q3: 93,562 shares; 2025Q4: 108,421 shares 108,421 $3.38M 0.15% +14,859 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: 39,508 shares; 2024Q4: 37,760 shares; 2025Q1: 34,248 shares; 2025Q2: 33,991 shares; 2025Q3: 33,583 shares; 2025Q4: 37,875 shares 37,875 $3.35M 0.15% +4,292 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: 28,019 shares; 2024Q4: 27,466 shares; 2025Q1: 25,570 shares; 2025Q2: 24,672 shares; 2025Q3: 24,705 shares; 2025Q4: 25,133 shares 25,133 $3.34M 0.15% +428 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: 31,245 shares; 2024Q4: 36,616 shares; 2025Q1: 22,412 shares; 2025Q2: 30,014 shares; 2025Q3: 33,621 shares; 2025Q4: 28,221 shares 28,221 $3.32M 0.15% -5,400 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,022 shares; 2024Q4: 58,607 shares; 2025Q1: 58,747 shares; 2025Q2: 160,787 shares; 2025Q3: 154,832 shares; 2025Q4: 136,897 shares 136,897 $3.29M 0.15% -17,935 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: 25,978 shares; 2024Q4: 27,034 shares; 2025Q1: 26,874 shares; 2025Q2: 48,703 shares; 2025Q3: 48,878 shares; 2025Q4: 51,500 shares 51,500 $3.2M 0.14% +2,622 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: 9,131 shares; 2024Q4: 9,131 shares; 2025Q1: 8,967 shares; 2025Q2: 8,317 shares; 2025Q3: 8,223 shares; 2025Q4: 8,223 shares 8,223 $3.18M 0.14% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 8,445 shares; 2025Q1: 7,027 shares; 2025Q2: 44,397 shares; 2025Q3: 40,325 shares; 2025Q4: 41,273 shares 41,273 $3.17M 0.14% +948 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 16,370 shares; 2025Q1: 20,020 shares; 2025Q2: 18,787 shares; 2025Q3: 62,662 shares; 2025Q4: 64,099 shares 64,099 $3.17M 0.14% +1,437 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: 11,451 shares; 2024Q4: 11,511 shares; 2025Q1: 14,311 shares; 2025Q2: 13,197 shares; 2025Q3: 10,492 shares; 2025Q4: 11,455 shares 11,455 $3.03M 0.13% +963 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 34,330 shares; 2025Q1: 42,067 shares; 2025Q2: 60,152 shares; 2025Q3: 62,493 shares; 2025Q4: 59,214 shares 59,214 $3M 0.13% -3,279 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: 1,537 shares; 2024Q4: 1,765 shares; 2025Q1: 1,989 shares; 2025Q2: 1,872 shares; 2025Q3: 2,757 shares; 2025Q4: 10,156 shares 10,156 $2.98M 0.13% +7,399 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,287 shares; 2024Q4: 60,860 shares; 2025Q1: 61,158 shares; 2025Q2: 61,451 shares; 2025Q3: 65,124 shares; 2025Q4: 62,818 shares 62,818 $2.96M 0.13% -2,306 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,494 shares; 2024Q4: 48,937 shares; 2025Q1: 19,716 shares; 2025Q2: 23,424 shares; 2025Q3: 23,529 shares; 2025Q4: 108,617 shares 108,617 $2.94M 0.13% +85,088 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,797 shares; 2025Q4: 37,078 shares 37,078 $2.94M 0.13% +21,281 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,479 shares; 2025Q3: 9,210 shares; 2025Q4: 8,629 shares 8,629 $2.93M 0.13% -581 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: 5,443 shares; 2024Q4: 5,561 shares; 2025Q1: 5,780 shares; 2025Q2: 15,652 shares; 2025Q3: 18,058 shares; 2025Q4: 9,207 shares 9,207 $2.93M 0.13% -8,851 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,859 shares; 2024Q4: 30,711 shares; 2025Q1: 130,755 shares; 2025Q2: 95,104 shares; 2025Q3: 58,554 shares; 2025Q4: 55,340 shares 55,340 $2.93M 0.13% -3,214 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: 8,116 shares; 2024Q4: 12,256 shares; 2025Q1: 25,810 shares; 2025Q2: 8,039 shares; 2025Q3: 7,106 shares; 2025Q4: 6,080 shares 6,080 $2.92M 0.13% -1,026 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: 48,560 shares; 2024Q4: 46,909 shares; 2025Q1: 13,585 shares; 2025Q2: 44,547 shares; 2025Q3: 47,660 shares; 2025Q4: 24,865 shares 24,865 $2.9M 0.13% -22,795 Timeline UMBF UMB FINL CORP More: the full row for UMB 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: 24,850 shares; 2025Q3: 25,753 shares; 2025Q4: 25,144 shares 25,144 $2.89M 0.13% -609 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: 7,928 shares; 2024Q4: 8,489 shares; 2025Q1: 16,899 shares; 2025Q2: 19,952 shares; 2025Q3: 20,867 shares; 2025Q4: 14,435 shares 14,435 $2.87M 0.13% -6,432 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: not reported; 2025Q2: 24,676 shares; 2025Q3: 23,963 shares; 2025Q4: 22,188 shares 22,188 $2.86M 0.13% -1,775 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,134 shares; 2025Q1: 3,211 shares; 2025Q2: 3,224 shares; 2025Q3: 26,514 shares; 2025Q4: 24,729 shares 24,729 $2.85M 0.13% -1,785 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,671 shares; 2024Q4: 66,255 shares; 2025Q1: 64,380 shares; 2025Q2: 68,355 shares; 2025Q3: 65,437 shares; 2025Q4: 68,189 shares 68,189 $2.81M 0.12% +2,752 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 6,041 shares; 2025Q1: 6,303 shares; 2025Q2: 7,179 shares; 2025Q3: 28,526 shares; 2025Q4: 27,451 shares 27,451 $2.81M 0.12% -1,075 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,150 shares; 2025Q3: 49,676 shares; 2025Q4: 47,434 shares 47,434 $2.8M 0.12% -2,242 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: 16,699 shares; 2024Q4: 8,983 shares; 2025Q1: 9,186 shares; 2025Q2: 9,109 shares; 2025Q3: 9,903 shares; 2025Q4: 9,434 shares 9,434 $2.79M 0.12% -469 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: 20,353 shares; 2024Q4: 18,801 shares; 2025Q1: 15,467 shares; 2025Q2: 14,573 shares; 2025Q3: 14,262 shares; 2025Q4: 16,205 shares 16,205 $2.77M 0.12% +1,943 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,456 shares; 2024Q4: 63,966 shares; 2025Q1: 67,279 shares; 2025Q2: 69,254 shares; 2025Q3: 69,505 shares; 2025Q4: 60,320 shares 60,320 $2.77M 0.12% -9,185 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,088 shares; 2024Q4: 75,089 shares; 2025Q1: 32,662 shares; 2025Q2: 32,706 shares; 2025Q3: 32,897 shares; 2025Q4: 33,981 shares 33,981 $2.73M 0.12% +1,084 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 38,973 shares 38,973 $2.71M 0.12% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,530 shares; 2024Q4: 48,208 shares; 2025Q1: 45,058 shares; 2025Q2: 9,894 shares; 2025Q3: 11,777 shares; 2025Q4: 27,554 shares 27,554 $2.65M 0.12% +15,777 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,681 shares; 2025Q1: 21,367 shares; 2025Q2: 3,573 shares; 2025Q3: 3,559 shares; 2025Q4: 20,650 shares 20,650 $2.61M 0.12% +17,091 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: 14,133 shares; 2024Q4: 13,655 shares; 2025Q1: 12,749 shares; 2025Q2: 11,508 shares; 2025Q3: 11,012 shares; 2025Q4: 11,399 shares 11,399 $2.61M 0.12% +387 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,736 shares; 2024Q4: 14,486 shares; 2025Q1: 14,486 shares; 2025Q2: 14,930 shares; 2025Q3: 14,630 shares; 2025Q4: 71,685 shares 71,685 $2.6M 0.12% +57,055 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: 8,610 shares; 2024Q4: 8,382 shares; 2025Q1: 7,818 shares; 2025Q2: 6,615 shares; 2025Q3: 6,481 shares; 2025Q4: 5,268 shares 5,268 $2.57M 0.11% -1,213 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,575 shares; 2024Q4: 57,685 shares; 2025Q1: 55,383 shares; 2025Q2: 55,633 shares; 2025Q3: 56,979 shares; 2025Q4: 105,693 shares 105,693 $2.57M 0.11% +48,714 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: 31,168 shares; 2024Q4: 29,686 shares; 2025Q1: 29,083 shares; 2025Q2: 29,049 shares; 2025Q3: 35,839 shares; 2025Q4: 39,100 shares 39,100 $2.54M 0.11% +3,261 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 3,637 shares; 2025Q2: 3,232 shares; 2025Q3: 2,593 shares; 2025Q4: 13,710 shares 13,710 $2.52M 0.11% +11,117 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,126 shares; 2024Q4: 37,330 shares; 2025Q1: 36,569 shares; 2025Q2: 35,601 shares; 2025Q3: 37,101 shares; 2025Q4: 29,592 shares 29,592 $2.49M 0.11% -7,509 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 14,330 shares; 2025Q1: 59,710 shares; 2025Q2: 53,987 shares; 2025Q3: 53,033 shares; 2025Q4: 51,254 shares 51,254 $2.45M 0.11% -1,779 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 25,197 shares; 2025Q1: 14,798 shares; 2025Q2: 17,603 shares; 2025Q3: 8,619 shares; 2025Q4: 14,581 shares 14,581 $2.45M 0.11% +5,962 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: not reported; 2025Q2: 2,169 shares; 2025Q3: 2,131 shares; 2025Q4: 18,036 shares 18,036 $2.44M 0.11% +15,905 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: not reported; 2024Q4: not reported; 2025Q1: 3,324 shares; 2025Q2: 5,113 shares; 2025Q3: 9,583 shares; 2025Q4: 9,602 shares 9,602 $2.41M 0.11% +19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,732 shares; 2024Q4: 4,934 shares; 2025Q1: 5,816 shares; 2025Q2: 26,635 shares; 2025Q3: 28,929 shares; 2025Q4: 8,391 shares 8,391 $2.39M 0.11% -20,538 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: 30,062 shares; 2024Q4: 38,760 shares; 2025Q1: 22,267 shares; 2025Q2: 39,258 shares; 2025Q3: 37,291 shares; 2025Q4: 55,449 shares 55,449 $2.37M 0.1% +18,158 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,829 shares; 2024Q4: 25,443 shares; 2025Q1: 42,976 shares; 2025Q2: 46,819 shares; 2025Q3: 50,581 shares; 2025Q4: 61,565 shares 61,565 $2.35M 0.1% +10,984 Timeline IYZ 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: 51,884 shares; 2025Q1: not reported; 2025Q2: 80,469 shares; 2025Q3: 70,487 shares; 2025Q4: 69,072 shares 69,072 $2.34M 0.1% -1,415 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,716 shares 35,716 $2.34M 0.1% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 20,748 shares; 2025Q1: 18,807 shares; 2025Q2: 58,381 shares; 2025Q3: 62,115 shares; 2025Q4: 74,743 shares 74,743 $2.31M 0.1% +12,628 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: 5,132 shares; 2024Q4: 4,899 shares; 2025Q1: 5,768 shares; 2025Q2: 13,440 shares; 2025Q3: 4,942 shares; 2025Q4: 4,885 shares 4,885 $2.28M 0.1% -57 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,146 shares; 2024Q4: 105,077 shares; 2025Q1: 127,291 shares; 2025Q2: 137,495 shares; 2025Q3: 141,784 shares; 2025Q4: 137,847 shares 137,847 $2.27M 0.1% -3,937 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: 102,488 shares; 2024Q4: 91,160 shares; 2025Q1: 25,353 shares; 2025Q2: 75,819 shares; 2025Q3: 73,038 shares; 2025Q4: 25,834 shares 25,834 $2.26M 0.1% -47,204 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,083 shares; 2025Q2: 110,715 shares; 2025Q3: 108,314 shares; 2025Q4: 101,056 shares 101,056 $2.26M 0.1% -7,258 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: 20,242 shares; 2024Q4: 10,503 shares; 2025Q1: 9,509 shares; 2025Q2: 9,322 shares; 2025Q3: 9,476 shares; 2025Q4: 8,209 shares 8,209 $2.26M 0.1% -1,267 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,015 shares; 2025Q1: 30,827 shares; 2025Q2: 30,328 shares; 2025Q3: 30,298 shares; 2025Q4: 41,167 shares 41,167 $2.26M 0.1% +10,869 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,469 shares; 2024Q4: 32,525 shares; 2025Q1: 42,128 shares; 2025Q2: 25,743 shares; 2025Q3: 33,079 shares; 2025Q4: 28,752 shares 28,752 $2.23M 0.1% -4,327 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,568 shares; 2024Q4: 41,060 shares; 2025Q1: 41,148 shares; 2025Q2: 42,141 shares; 2025Q3: 42,068 shares; 2025Q4: 41,447 shares 41,447 $2.22M 0.1% -621 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: 10,850 shares; 2024Q4: 11,308 shares; 2025Q1: 15,425 shares; 2025Q2: 64,333 shares; 2025Q3: 16,140 shares; 2025Q4: 13,478 shares 13,478 $2.17M 0.1% -2,662 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 21,624 shares; 2025Q1: 17,494 shares; 2025Q2: 2,020 shares; 2025Q3: 3,129 shares; 2025Q4: 13,302 shares 13,302 $2.17M 0.1% +10,173 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 11,243 shares; 2025Q1: 6,224 shares; 2025Q2: 6,683 shares; 2025Q3: 4,715 shares; 2025Q4: 4,466 shares 4,466 $2.16M 0.1% -249 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: 11,932 shares; 2025Q1: 17,449 shares; 2025Q2: 20,931 shares; 2025Q3: 20,676 shares; 2025Q4: 12,590 shares 12,590 $2.16M 0.1% -8,086 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: 31,443 shares; 2024Q4: 31,069 shares; 2025Q1: 78,346 shares; 2025Q2: 74,992 shares; 2025Q3: 78,988 shares; 2025Q4: 37,256 shares 37,256 $2.15M 0.1% -41,732 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,408 shares; 2024Q4: 26,050 shares; 2025Q1: 29,108 shares; 2025Q2: 32,781 shares; 2025Q3: 34,740 shares; 2025Q4: 41,254 shares 41,254 $2.11M 0.09% +6,514 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,494 shares; 2025Q1: not reported; 2025Q2: 21,107 shares; 2025Q3: 25,371 shares; 2025Q4: 12,818 shares 12,818 $2.06M 0.09% -12,553 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,062 shares; 2024Q4: 27,757 shares; 2025Q1: 25,730 shares; 2025Q2: 23,800 shares; 2025Q3: 25,317 shares; 2025Q4: 23,577 shares 23,577 $2.05M 0.09% -1,740 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,735 shares; 2025Q1: 1,692 shares; 2025Q2: 28,406 shares; 2025Q3: 28,088 shares; 2025Q4: 22,381 shares 22,381 $2.04M 0.09% -5,707 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: 16,876 shares; 2025Q1: 6,845 shares; 2025Q2: 17,475 shares; 2025Q3: 16,721 shares; 2025Q4: 15,571 shares 15,571 $2.04M 0.09% -1,150 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 12,920 shares; 2025Q1: 12,937 shares; 2025Q2: 12,611 shares; 2025Q3: 13,227 shares; 2025Q4: 12,732 shares 12,732 $2.04M 0.09% -495 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: 27,411 shares; 2024Q4: 45,821 shares; 2025Q1: 38,761 shares; 2025Q2: 39,730 shares; 2025Q3: 59,353 shares; 2025Q4: 40,950 shares 40,950 $2.03M 0.09% -18,403 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: 29,647 shares; 2024Q4: 23,469 shares; 2025Q1: 23,437 shares; 2025Q2: 23,496 shares; 2025Q3: 24,786 shares; 2025Q4: 21,751 shares 21,751 $2.03M 0.09% -3,035 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,724 shares; 2024Q4: 41,071 shares; 2025Q1: 40,001 shares; 2025Q2: 105,072 shares; 2025Q3: 105,565 shares; 2025Q4: 96,253 shares 96,253 $2.02M 0.09% -9,312 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: 28,586 shares; 2024Q4: 28,757 shares; 2025Q1: 25,984 shares; 2025Q2: 28,186 shares; 2025Q3: 28,563 shares; 2025Q4: 28,916 shares 28,916 $2.01M 0.09% +353 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: 84,748 shares; 2024Q4: 87,921 shares; 2025Q1: 86,148 shares; 2025Q2: 89,734 shares; 2025Q3: 89,300 shares; 2025Q4: 80,987 shares 80,987 $2.01M 0.09% -8,313 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,191 shares; 2024Q4: 43,436 shares; 2025Q1: 45,461 shares; 2025Q2: 47,490 shares; 2025Q3: 52,945 shares; 2025Q4: 52,728 shares 52,728 $2.01M 0.09% -217 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 11,271 shares; 2025Q1: 9,919 shares; 2025Q2: 14,873 shares; 2025Q3: 15,656 shares; 2025Q4: 12,366 shares 12,366 $2M 0.09% -3,290 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: 21,337 shares; 2024Q4: 21,089 shares; 2025Q1: 21,228 shares; 2025Q2: 19,425 shares; 2025Q3: 18,908 shares; 2025Q4: 17,595 shares 17,595 $2M 0.09% -1,313 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,061 shares; 2024Q4: 14,637 shares; 2025Q1: 15,435 shares; 2025Q2: 76,249 shares; 2025Q3: 70,085 shares; 2025Q4: 74,632 shares 74,632 $1.98M 0.09% +4,547 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: 15,317 shares; 2024Q4: 14,686 shares; 2025Q1: 14,576 shares; 2025Q2: 14,544 shares; 2025Q3: 14,344 shares; 2025Q4: 14,178 shares 14,178 $1.97M 0.09% -166 Timeline DFUS 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: 28,704 shares; 2024Q4: 29,782 shares; 2025Q1: 23,448 shares; 2025Q2: 23,724 shares; 2025Q3: 28,015 shares; 2025Q4: 26,508 shares 26,508 $1.97M 0.09% -1,507 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: 9,613 shares; 2024Q4: 10,135 shares; 2025Q1: 9,929 shares; 2025Q2: 11,619 shares; 2025Q3: 11,742 shares; 2025Q4: 43,287 shares 43,287 $1.96M 0.09% +31,545 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,274 shares; 2024Q4: 19,963 shares; 2025Q1: 20,720 shares; 2025Q2: 26,002 shares; 2025Q3: 30,576 shares; 2025Q4: 36,869 shares 36,869 $1.95M 0.09% +6,293 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,870 shares; 2025Q1: 2,969 shares; 2025Q2: 3,204 shares; 2025Q3: 3,387 shares; 2025Q4: 3,357 shares 3,357 $1.95M 0.09% -30 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: 5,858 shares; 2024Q4: 5,698 shares; 2025Q1: 5,579 shares; 2025Q2: 5,687 shares; 2025Q3: 5,995 shares; 2025Q4: 6,370 shares 6,370 $1.95M 0.09% +375 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: 3,539 shares; 2024Q4: 3,374 shares; 2025Q1: 3,396 shares; 2025Q2: 3,355 shares; 2025Q3: 3,150 shares; 2025Q4: 3,223 shares 3,223 $1.94M 0.09% +73 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: 25,370 shares; 2024Q4: 21,340 shares; 2025Q1: 19,088 shares; 2025Q2: 17,475 shares; 2025Q3: 17,017 shares; 2025Q4: 18,479 shares 18,479 $1.94M 0.09% +1,462 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,136 shares; 2025Q1: 3,444 shares; 2025Q2: 7,055 shares; 2025Q3: 6,727 shares; 2025Q4: 7,599 shares 7,599 $1.92M 0.09% +872 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 19,169 shares; 2025Q1: 57,554 shares; 2025Q2: 71,358 shares; 2025Q3: 70,710 shares; 2025Q4: 33,283 shares 33,283 $1.89M 0.08% -37,427 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 5,208 shares 5,208 $1.88M 0.08% +4,505 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: 276 shares; 2024Q4: 270 shares; 2025Q1: 297 shares; 2025Q2: 304 shares; 2025Q3: 330 shares; 2025Q4: 350 shares 350 $1.87M 0.08% +20 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 16,736 shares; 2025Q1: 16,071 shares; 2025Q2: 15,616 shares; 2025Q3: 15,828 shares; 2025Q4: 16,758 shares 16,758 $1.84M 0.08% +930 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: 9,861 shares; 2024Q4: 9,876 shares; 2025Q1: 9,118 shares; 2025Q2: 9,300 shares; 2025Q3: 9,491 shares; 2025Q4: 9,601 shares 9,601 $1.83M 0.08% +110 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,625 shares; 2024Q4: 23,867 shares; 2025Q1: 62,545 shares; 2025Q2: 24,198 shares; 2025Q3: 23,724 shares; 2025Q4: 22,904 shares 22,904 $1.82M 0.08% -820 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: 11,599 shares; 2024Q4: 13,566 shares; 2025Q1: 17,735 shares; 2025Q2: 24,801 shares; 2025Q3: 28,282 shares; 2025Q4: 31,039 shares 31,039 $1.8M 0.08% +2,757 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,016 shares; 2025Q1: 5,518 shares; 2025Q2: 10,559 shares; 2025Q3: 12,544 shares; 2025Q4: 13,330 shares 13,330 $1.8M 0.08% +786 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: 8,610 shares; 2024Q4: 16,585 shares; 2025Q1: 18,470 shares; 2025Q2: 8,291 shares; 2025Q3: 7,627 shares; 2025Q4: 6,714 shares 6,714 $1.8M 0.08% -913 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: 111,152 shares; 2024Q4: 108,449 shares; 2025Q1: 101,158 shares; 2025Q2: 93,346 shares; 2025Q3: 92,911 shares; 2025Q4: 44,084 shares 44,084 $1.8M 0.08% -48,827 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: 5,942 shares; 2024Q4: 3,461 shares; 2025Q1: 3,520 shares; 2025Q2: 3,591 shares; 2025Q3: 3,630 shares; 2025Q4: 4,955 shares 4,955 $1.74M 0.08% +1,325 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,389 shares; 2024Q4: 33,280 shares; 2025Q1: 35,243 shares; 2025Q2: 36,909 shares; 2025Q3: 37,710 shares; 2025Q4: 38,127 shares 38,127 $1.73M 0.08% +417 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 16,047 shares; 2025Q1: 15,913 shares; 2025Q2: 15,213 shares; 2025Q3: 14,944 shares; 2025Q4: 14,766 shares 14,766 $1.73M 0.08% -178 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,266 shares 22,266 $1.71M 0.08% new 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: 19,604 shares; 2024Q4: 19,872 shares; 2025Q1: 26,003 shares; 2025Q2: 15,256 shares; 2025Q3: 15,563 shares; 2025Q4: 13,417 shares 13,417 $1.68M 0.07% -2,146 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 17,895 shares; 2025Q1: 24,302 shares; 2025Q2: 24,154 shares; 2025Q3: 25,451 shares; 2025Q4: 26,405 shares 26,405 $1.67M 0.07% +954 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,273 shares; 2025Q1: 1,259 shares; 2025Q2: 1,264 shares; 2025Q3: 1,271 shares; 2025Q4: 1,242 shares 1,242 $1.65M 0.07% -29 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: 60,731 shares; 2024Q4: 83,212 shares; 2025Q1: 24,995 shares; 2025Q2: 25,943 shares; 2025Q3: 29,033 shares; 2025Q4: 25,408 shares 25,408 $1.65M 0.07% -3,625 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: 3,689 shares; 2024Q4: 5,453 shares; 2025Q1: 3,747 shares; 2025Q2: 3,712 shares; 2025Q3: 3,655 shares; 2025Q4: 3,527 shares 3,527 $1.64M 0.07% -128 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: 5,862 shares; 2024Q4: 5,830 shares; 2025Q1: 6,871 shares; 2025Q2: 6,180 shares; 2025Q3: 7,581 shares; 2025Q4: 5,301 shares 5,301 $1.63M 0.07% -2,280 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 35,862 shares; 2025Q1: 35,888 shares; 2025Q2: 33,585 shares; 2025Q3: 33,824 shares; 2025Q4: 32,607 shares 32,607 $1.63M 0.07% -1,217 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 58,600 shares; 2025Q2: 59,400 shares; 2025Q3: 60,700 shares; 2025Q4: 57,622 shares 57,622 $1.62M 0.07% -3,078 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 11,935 shares; 2025Q1: 7,189 shares; 2025Q2: 7,165 shares; 2025Q3: 7,126 shares; 2025Q4: 7,172 shares 7,172 $1.62M 0.07% +46 Timeline IBDT 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: 12,087 shares; 2024Q4: 16,590 shares; 2025Q1: 14,477 shares; 2025Q2: 15,224 shares; 2025Q3: 20,733 shares; 2025Q4: 63,303 shares 63,303 $1.61M 0.07% +42,570 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: 10,447 shares; 2024Q4: 9,982 shares; 2025Q1: 10,652 shares; 2025Q2: 11,180 shares; 2025Q3: 10,413 shares; 2025Q4: 10,033 shares 10,033 $1.61M 0.07% -380 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,368 shares; 2025Q3: 4,717 shares; 2025Q4: 3,794 shares 3,794 $1.57M 0.07% -923 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,038 shares; 2024Q4: 52,182 shares; 2025Q1: 52,104 shares; 2025Q2: 47,497 shares; 2025Q3: 44,201 shares; 2025Q4: 44,023 shares 44,023 $1.57M 0.07% -178 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: 2,711 shares; 2024Q4: 2,689 shares; 2025Q1: 2,212 shares; 2025Q2: 2,192 shares; 2025Q3: 2,174 shares; 2025Q4: 1,901 shares 1,901 $1.56M 0.07% -273 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: 7,299 shares; 2024Q4: 7,312 shares; 2025Q1: 7,327 shares; 2025Q2: 7,410 shares; 2025Q3: 7,424 shares; 2025Q4: 7,378 shares 7,378 $1.54M 0.07% -46 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: 20,495 shares; 2025Q1: 28,194 shares; 2025Q2: 24,237 shares; 2025Q3: 21,373 shares; 2025Q4: 23,236 shares 23,236 $1.52M 0.07% +1,863 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,610 shares; 2024Q4: 30,022 shares; 2025Q1: 30,931 shares; 2025Q2: 31,686 shares; 2025Q3: 31,231 shares; 2025Q4: 31,849 shares 31,849 $1.52M 0.07% +618 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: 15,019 shares; 2024Q4: 16,566 shares; 2025Q1: 16,774 shares; 2025Q2: 18,353 shares; 2025Q3: 19,042 shares; 2025Q4: 15,993 shares 15,993 $1.51M 0.07% -3,049 Timeline SCHM 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: 18,489 shares; 2024Q4: 55,824 shares; 2025Q1: 55,929 shares; 2025Q2: 54,230 shares; 2025Q3: 52,422 shares; 2025Q4: 50,077 shares 50,077 $1.51M 0.07% -2,345 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,721 shares; 2024Q4: 32,142 shares; 2025Q1: 31,575 shares; 2025Q2: 30,674 shares; 2025Q3: 29,504 shares; 2025Q4: 22,003 shares 22,003 $1.5M 0.07% -7,501 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: 11,144 shares; 2024Q4: 10,854 shares; 2025Q1: 10,687 shares; 2025Q2: 10,289 shares; 2025Q3: 10,406 shares; 2025Q4: 10,107 shares 10,107 $1.5M 0.07% -299 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: 12,151 shares; 2024Q4: 10,066 shares; 2025Q1: 10,456 shares; 2025Q2: 9,889 shares; 2025Q3: 10,405 shares; 2025Q4: 8,557 shares 8,557 $1.5M 0.07% -1,848 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares; 2025Q4: 33,990 shares 33,990 $1.48M 0.07% +27,529 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,707 shares; 2024Q4: 35,965 shares; 2025Q1: 40,245 shares; 2025Q2: 30,424 shares; 2025Q3: 31,410 shares; 2025Q4: 29,049 shares 29,049 $1.46M 0.06% -2,361 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,705 shares; 2024Q4: 65,499 shares; 2025Q1: 64,984 shares; 2025Q2: 64,017 shares; 2025Q3: 57,460 shares; 2025Q4: 55,608 shares 55,608 $1.46M 0.06% -1,852 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: 12,571 shares; 2024Q4: 14,495 shares; 2025Q1: 13,109 shares; 2025Q2: 11,130 shares; 2025Q3: 14,152 shares; 2025Q4: 14,618 shares 14,618 $1.45M 0.06% +466 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: 4,623 shares; 2024Q4: 3,839 shares; 2025Q1: 3,834 shares; 2025Q2: 3,957 shares; 2025Q3: 3,718 shares; 2025Q4: 3,695 shares 3,695 $1.44M 0.06% -23 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,815 shares; 2024Q4: 22,570 shares; 2025Q1: 20,169 shares; 2025Q2: 6,870 shares; 2025Q3: 7,804 shares; 2025Q4: 6,216 shares 6,216 $1.44M 0.06% -1,588 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,211 shares; 2025Q2: 56,776 shares; 2025Q3: 68,859 shares; 2025Q4: 59,832 shares 59,832 $1.42M 0.06% -9,027 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: 24,974 shares; 2024Q4: 7,571 shares; 2025Q1: 10,385 shares; 2025Q2: 12,816 shares; 2025Q3: 5,595 shares; 2025Q4: 5,471 shares 5,471 $1.41M 0.06% -124 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,652 shares; 2024Q4: 20,239 shares; 2025Q1: 19,720 shares; 2025Q2: 19,215 shares; 2025Q3: 17,712 shares; 2025Q4: 24,440 shares 24,440 $1.39M 0.06% +6,728 Timeline CAAA 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: 143,251 shares; 2025Q3: 143,288 shares; 2025Q4: 67,470 shares 67,470 $1.38M 0.06% -75,818 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,152 shares; 2025Q1: 2,524 shares; 2025Q2: 2,810 shares; 2025Q3: 3,337 shares; 2025Q4: 5,511 shares 5,511 $1.38M 0.06% +2,174 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: 64,014 shares; 2024Q4: 57,770 shares; 2025Q1: 69,834 shares; 2025Q2: 63,580 shares; 2025Q3: 57,221 shares; 2025Q4: 55,290 shares 55,290 $1.38M 0.06% -1,931 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,692 shares; 2025Q2: 31,220 shares; 2025Q3: 41,706 shares; 2025Q4: 35,416 shares 35,416 $1.37M 0.06% -6,290 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: 5,391 shares; 2024Q4: 5,220 shares; 2025Q1: 5,195 shares; 2025Q2: 5,110 shares; 2025Q3: 6,016 shares; 2025Q4: 4,953 shares 4,953 $1.36M 0.06% -1,063 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: 4,447 shares; 2024Q4: 4,064 shares; 2025Q1: 4,260 shares; 2025Q2: 4,101 shares; 2025Q3: 4,089 shares; 2025Q4: 4,215 shares 4,215 $1.36M 0.06% +126 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: 5,236 shares; 2024Q4: 4,772 shares; 2025Q1: 4,428 shares; 2025Q2: 4,376 shares; 2025Q3: 4,311 shares; 2025Q4: 4,198 shares 4,198 $1.36M 0.06% -113 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: 14,191 shares; 2024Q4: 18,462 shares; 2025Q1: 17,465 shares; 2025Q2: 18,275 shares; 2025Q3: 17,791 shares; 2025Q4: 14,516 shares 14,516 $1.36M 0.06% -3,275 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: 18,938 shares; 2024Q4: 17,388 shares; 2025Q1: 20,413 shares; 2025Q2: 20,287 shares; 2025Q3: 23,804 shares; 2025Q4: 25,023 shares 25,023 $1.35M 0.06% +1,219 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,415 shares; 2025Q1: 3,781 shares; 2025Q2: 3,771 shares; 2025Q3: 3,726 shares; 2025Q4: 3,811 shares 3,811 $1.34M 0.06% +85 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,265 shares; 2025Q2: 25,626 shares; 2025Q3: 25,621 shares; 2025Q4: 25,496 shares 25,496 $1.32M 0.06% -125 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,903 shares; 2025Q2: 57,960 shares; 2025Q3: 47,516 shares; 2025Q4: 50,911 shares 50,911 $1.31M 0.06% +3,395 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: 1,493 shares; 2024Q4: 1,490 shares; 2025Q1: 1,552 shares; 2025Q2: 1,518 shares; 2025Q3: 1,203 shares; 2025Q4: 1,081 shares 1,081 $1.31M 0.06% -122 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,075 shares; 2025Q4: 5,803 shares 5,803 $1.31M 0.06% +4,728 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,485 shares; 2024Q4: 14,160 shares; 2025Q1: 14,696 shares; 2025Q2: 15,126 shares; 2025Q3: 16,904 shares; 2025Q4: 17,173 shares 17,173 $1.3M 0.06% +269 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: 46,979 shares; 2024Q4: 46,184 shares; 2025Q1: 40,673 shares; 2025Q2: 16,132 shares; 2025Q3: 18,328 shares; 2025Q4: 17,605 shares 17,605 $1.29M 0.06% -723 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 99,000 shares; 2025Q4: 92,000 shares 92,000 $1.29M 0.06% -7,000 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: 7,901 shares; 2024Q4: 5,301 shares; 2025Q1: 8,901 shares; 2025Q2: 8,901 shares; 2025Q3: 8,901 shares; 2025Q4: 8,904 shares 8,904 $1.28M 0.06% +3 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: 5,768 shares; 2024Q4: 9,452 shares; 2025Q1: 10,898 shares; 2025Q2: 16,754 shares; 2025Q3: 20,030 shares; 2025Q4: 21,530 shares 21,530 $1.28M 0.06% +1,500 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: 1,632 shares; 2024Q4: 1,504 shares; 2025Q1: 1,448 shares; 2025Q2: 1,523 shares; 2025Q3: 1,712 shares; 2025Q4: 2,170 shares 2,170 $1.26M 0.06% +458 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,008 shares; 2024Q4: 15,489 shares; 2025Q1: 16,440 shares; 2025Q2: 17,496 shares; 2025Q3: 14,707 shares; 2025Q4: 13,272 shares 13,272 $1.25M 0.06% -1,435 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: 18,622 shares; 2024Q4: 12,135 shares; 2025Q1: 12,905 shares; 2025Q2: 12,676 shares; 2025Q3: 14,245 shares; 2025Q4: 15,032 shares 15,032 $1.23M 0.05% +787 Timeline QLTA 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: 123,791 shares; 2024Q4: 74,337 shares; 2025Q1: 87,383 shares; 2025Q2: 96,290 shares; 2025Q3: 96,626 shares; 2025Q4: 25,513 shares 25,513 $1.23M 0.05% -71,113 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 686 shares; 2025Q1: not reported; 2025Q2: 3,772 shares; 2025Q3: 3,903 shares; 2025Q4: 4,112 shares 4,112 $1.22M 0.05% +209 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,952 shares; 2025Q1: 1,968 shares; 2025Q2: 1,880 shares; 2025Q3: 1,895 shares; 2025Q4: 2,337 shares 2,337 $1.19M 0.05% +442 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: 5,326 shares; 2024Q4: 5,678 shares; 2025Q1: 5,082 shares; 2025Q2: 4,181 shares; 2025Q3: 4,006 shares; 2025Q4: 3,987 shares 3,987 $1.19M 0.05% -19 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: 30,712 shares; 2024Q4: 31,537 shares; 2025Q1: 25,855 shares; 2025Q2: 26,417 shares; 2025Q3: 26,412 shares; 2025Q4: 25,288 shares 25,288 $1.18M 0.05% -1,124 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,369 shares; 2025Q1: 1,324 shares; 2025Q2: 1,223 shares; 2025Q3: 1,961 shares; 2025Q4: 1,333 shares 1,333 $1.17M 0.05% -628 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,132 shares; 2025Q1: 23,298 shares; 2025Q2: 34,922 shares; 2025Q3: 57,265 shares; 2025Q4: 60,405 shares 60,405 $1.17M 0.05% +3,140 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: 16,155 shares; 2024Q4: 16,316 shares; 2025Q1: 13,259 shares; 2025Q2: 12,896 shares; 2025Q3: 12,723 shares; 2025Q4: 13,666 shares 13,666 $1.17M 0.05% +943 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,033 shares; 2025Q4: 30,033 shares 30,033 $1.16M 0.05% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,438 shares; 2025Q4: 10,521 shares 10,521 $1.15M 0.05% +1,083 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,583 shares; 2024Q4: 14,037 shares; 2025Q1: 6,125 shares; 2025Q2: 13,479 shares; 2025Q3: 8,585 shares; 2025Q4: 6,727 shares 6,727 $1.14M 0.05% -1,858 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: 5,130 shares; 2024Q4: 5,430 shares; 2025Q1: 4,590 shares; 2025Q2: 4,376 shares; 2025Q3: 5,163 shares; 2025Q4: 5,161 shares 5,161 $1.13M 0.05% -2 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 5,824 shares; 2025Q1: 3,940 shares; 2025Q2: 3,586 shares; 2025Q3: 3,242 shares; 2025Q4: 3,230 shares 3,230 $1.13M 0.05% -12 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: 7,199 shares; 2024Q4: 5,950 shares; 2025Q1: 5,269 shares; 2025Q2: 5,813 shares; 2025Q3: 7,661 shares; 2025Q4: 7,640 shares 7,640 $1.12M 0.05% -21 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,806 shares; 2024Q4: 13,549 shares; 2025Q1: 162,000 shares; 2025Q2: 70,602 shares; 2025Q3: 24,773 shares; 2025Q4: 21,970 shares 21,970 $1.12M 0.05% -2,803 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 4,353 shares; 2025Q3: 3,991 shares; 2025Q4: 3,627 shares 3,627 $1.11M 0.05% -364 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: 18,607 shares; 2024Q4: 20,518 shares; 2025Q1: 17,333 shares; 2025Q2: 17,434 shares; 2025Q3: 18,358 shares; 2025Q4: 17,416 shares 17,416 $1.11M 0.05% -942 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,699 shares; 2024Q4: 16,699 shares; 2025Q1: 16,199 shares; 2025Q2: 30,589 shares; 2025Q3: 29,379 shares; 2025Q4: 29,254 shares 29,254 $1.11M 0.05% -125 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 43,628 shares; 2025Q1: 47,125 shares; 2025Q2: 42,728 shares; 2025Q3: 54,046 shares; 2025Q4: 53,456 shares 53,456 $1.11M 0.05% -590 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,137 shares; 2024Q4: 39,158 shares; 2025Q1: 37,261 shares; 2025Q2: 37,261 shares; 2025Q3: 35,031 shares; 2025Q4: 37,212 shares 37,212 $1.09M 0.05% +2,181 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: 1,753 shares; 2024Q4: 1,998 shares; 2025Q1: 1,767 shares; 2025Q2: 1,848 shares; 2025Q3: 1,777 shares; 2025Q4: 1,912 shares 1,912 $1.08M 0.05% +135 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,291 shares; 2025Q4: 3,821 shares 3,821 $1.08M 0.05% -470 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,878 shares; 2024Q4: 31,932 shares; 2025Q1: 34,363 shares; 2025Q2: 34,391 shares; 2025Q3: 37,266 shares; 2025Q4: 33,757 shares 33,757 $1.08M 0.05% -3,509 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,092 shares; 2025Q1: 3,151 shares; 2025Q2: 2,925 shares; 2025Q3: 2,926 shares; 2025Q4: 2,774 shares 2,774 $1.08M 0.05% -152 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,958 shares 53,958 $1.08M 0.05% new Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,700 shares; 2025Q2: not reported; 2025Q3: 9,015 shares; 2025Q4: 6,919 shares 6,919 $1.07M 0.05% -2,096 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: 12,773 shares; 2024Q4: 12,406 shares; 2025Q1: 12,164 shares; 2025Q2: 12,218 shares; 2025Q3: 12,512 shares; 2025Q4: 12,137 shares 12,137 $1.06M 0.05% -375 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,157 shares; 2025Q2: 27,157 shares; 2025Q3: 27,559 shares; 2025Q4: 27,561 shares 27,561 $1.05M 0.05% +2 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 31,929 shares; 2025Q1: 30,912 shares; 2025Q2: 36,067 shares; 2025Q3: 29,749 shares; 2025Q4: 38,140 shares 38,140 $1.04M 0.05% +8,391 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,958 shares; 2024Q4: 14,870 shares; 2025Q1: 13,852 shares; 2025Q2: 12,959 shares; 2025Q3: 13,386 shares; 2025Q4: 13,027 shares 13,027 $1.03M 0.05% -359 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: 4,267 shares; 2024Q4: 4,368 shares; 2025Q1: 4,288 shares; 2025Q2: 4,058 shares; 2025Q3: 4,539 shares; 2025Q4: 4,524 shares 4,524 $1.03M 0.05% -15 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,260 shares; 2025Q3: 21,242 shares; 2025Q4: 21,387 shares 21,387 $1.02M 0.05% +145 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,605 shares; 2024Q4: 20,605 shares; 2025Q1: 20,605 shares; 2025Q2: 20,605 shares; 2025Q3: 20,605 shares; 2025Q4: 20,605 shares 20,605 $1.02M 0.05% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,799 shares; 2025Q4: 39,799 shares 39,799 $1.02M 0.05% 0 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 1,399 shares; 2025Q2: 1,503 shares; 2025Q3: 3,353 shares; 2025Q4: 2,400 shares 2,400 $1.01M 0.04% -953 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 2,067 shares; 2025Q1: 1,807 shares; 2025Q2: 1,760 shares; 2025Q3: 1,800 shares; 2025Q4: 1,770 shares 1,770 $1.01M 0.04% -30 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 140 shares; 2025Q3: 139 shares; 2025Q4: 138 shares 138 $1.01M 0.04% -1 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,514 shares; 2025Q1: 5,514 shares; 2025Q2: 5,514 shares; 2025Q3: 5,514 shares; 2025Q4: 5,539 shares 5,539 $1M 0.04% +25 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,264 shares; 2025Q2: 43,132 shares; 2025Q3: 44,189 shares; 2025Q4: 49,013 shares 49,013 $992K 0.04% +4,824 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: 3,753 shares; 2024Q4: 3,080 shares; 2025Q1: 2,156 shares; 2025Q2: 2,080 shares; 2025Q3: 2,851 shares; 2025Q4: 2,174 shares 2,174 $986K 0.04% -677 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: 4,054 shares; 2024Q4: 6,411 shares; 2025Q1: 5,989 shares; 2025Q2: 3,888 shares; 2025Q3: 3,655 shares; 2025Q4: 3,394 shares 3,394 $980K 0.04% -261 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: 5,885 shares; 2024Q4: 5,930 shares; 2025Q1: 5,762 shares; 2025Q2: 3,877 shares; 2025Q3: 4,081 shares; 2025Q4: 3,923 shares 3,923 $966K 0.04% -158 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 294 shares; 2025Q2: 298 shares; 2025Q3: 293 shares; 2025Q4: 284 shares 284 $963K 0.04% -9 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,347 shares; 2025Q1: not reported; 2025Q2: 3,140 shares; 2025Q3: 3,021 shares; 2025Q4: 2,862 shares 2,862 $963K 0.04% -159 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: 7,811 shares; 2024Q4: 7,564 shares; 2025Q1: 8,138 shares; 2025Q2: 8,350 shares; 2025Q3: 8,839 shares; 2025Q4: 7,826 shares 7,826 $961K 0.04% -1,013 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,952 shares; 2025Q3: 5,749 shares; 2025Q4: 5,751 shares 5,751 $959K 0.04% +2 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,419 shares; 2024Q4: 9,288 shares; 2025Q1: 9,288 shares; 2025Q2: 9,473 shares; 2025Q3: 9,410 shares; 2025Q4: 9,349 shares 9,349 $953K 0.04% -61 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,387 shares; 2025Q1: 1,531 shares; 2025Q2: 1,603 shares; 2025Q3: 1,925 shares; 2025Q4: 1,453 shares 1,453 $949K 0.04% -472 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,019 shares; 2025Q3: 37,306 shares; 2025Q4: 36,178 shares 36,178 $949K 0.04% -1,128 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,040 shares; 2025Q2: 21,571 shares; 2025Q3: 27,182 shares; 2025Q4: 32,204 shares 32,204 $938K 0.04% +5,022 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,929 shares; 2024Q4: 28,970 shares; 2025Q1: 16,645 shares; 2025Q2: 16,645 shares; 2025Q3: 16,545 shares; 2025Q4: 16,488 shares 16,488 $934K 0.04% -57 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: 5,103 shares; 2024Q4: 5,126 shares; 2025Q1: 4,917 shares; 2025Q2: 3,017 shares; 2025Q3: 3,019 shares; 2025Q4: 3,629 shares 3,629 $933K 0.04% +610 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,850 shares; 2025Q2: 107,550 shares; 2025Q3: 107,710 shares; 2025Q4: 20,613 shares 20,613 $932K 0.04% -87,097 Timeline AIQ 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: 27,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 18,642 shares; 2025Q4: 18,255 shares 18,255 $928K 0.04% -387 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,497 shares; 2025Q2: 11,953 shares; 2025Q3: 18,075 shares; 2025Q4: 9,082 shares 9,082 $923K 0.04% -8,993 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: 1,961 shares; 2024Q4: 1,963 shares; 2025Q1: 2,594 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,151 shares 2,151 $917K 0.04% -427 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: 20,912 shares; 2024Q4: 26,425 shares; 2025Q1: 24,475 shares; 2025Q2: 25,946 shares; 2025Q3: 9,403 shares; 2025Q4: 5,271 shares 5,271 $914K 0.04% -4,132 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: not reported; 2024Q4: not reported; 2025Q1: 5,707 shares; 2025Q2: 22,770 shares; 2025Q3: 19,577 shares; 2025Q4: 19,863 shares 19,863 $912K 0.04% +286 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,821 shares; 2025Q1: 4,842 shares; 2025Q2: 4,909 shares; 2025Q3: 4,998 shares; 2025Q4: 4,891 shares 4,891 $908K 0.04% -107 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: 39,149 shares; 2024Q4: 38,188 shares; 2025Q1: 7,592 shares; 2025Q2: 7,879 shares; 2025Q3: 8,270 shares; 2025Q4: 8,019 shares 8,019 $905K 0.04% -251 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: 507 shares; 2024Q4: 1,026 shares; 2025Q1: 901 shares; 2025Q2: 859 shares; 2025Q3: 884 shares; 2025Q4: 845 shares 845 $904K 0.04% -39 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,711 shares; 2025Q1: 5,109 shares; 2025Q2: 4,821 shares; 2025Q3: 4,529 shares; 2025Q4: 8,348 shares 8,348 $891K 0.04% +3,819 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: 2,198 shares; 2024Q4: 2,051 shares; 2025Q1: 1,910 shares; 2025Q2: 1,845 shares; 2025Q3: 1,555 shares; 2025Q4: 5,736 shares 5,736 $879K 0.04% +4,181 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,705 shares 14,705 $867K 0.04% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,842 shares; 2025Q3: 9,972 shares; 2025Q4: 11,980 shares 11,980 $860K 0.04% +2,008 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: 1,330 shares; 2024Q4: 1,354 shares; 2025Q1: 1,377 shares; 2025Q2: 1,440 shares; 2025Q3: 1,416 shares; 2025Q4: 1,408 shares 1,408 $852K 0.04% -8 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: 139,274 shares; 2024Q4: 158,340 shares; 2025Q1: 165,573 shares; 2025Q2: 81,734 shares; 2025Q3: 79,888 shares; 2025Q4: 60,239 shares 60,239 $852K 0.04% -19,649 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,880 shares; 2025Q2: 7,603 shares; 2025Q3: 12,791 shares; 2025Q4: 12,731 shares 12,731 $850K 0.04% -60 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,024 shares; 2025Q1: 2,002 shares; 2025Q2: 2,943 shares; 2025Q3: 2,974 shares; 2025Q4: 2,891 shares 2,891 $839K 0.04% -83 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,721 shares; 2025Q3: 35,714 shares; 2025Q4: 35,714 shares 35,714 $836K 0.04% 0 Timeline JMST 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: 50,096 shares; 2024Q4: 50,180 shares; 2025Q1: 49,256 shares; 2025Q2: 49,137 shares; 2025Q3: 50,391 shares; 2025Q4: 16,185 shares 16,185 $824K 0.04% -34,206 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,844 shares; 2025Q1: 5,349 shares; 2025Q2: 5,440 shares; 2025Q3: 5,043 shares; 2025Q4: 4,367 shares 4,367 $810K 0.04% -676 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,005 shares; 2024Q4: 25,702 shares; 2025Q1: 27,738 shares; 2025Q2: 23,753 shares; 2025Q3: 22,765 shares; 2025Q4: 10,887 shares 10,887 $809K 0.04% -11,878 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: 3,915 shares; 2024Q4: 4,353 shares; 2025Q1: 4,373 shares; 2025Q2: 3,831 shares; 2025Q3: 3,808 shares; 2025Q4: 3,079 shares 3,079 $808K 0.04% -729 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,529 shares; 2025Q1: 5,054 shares; 2025Q2: 10,013 shares; 2025Q3: 5,431 shares; 2025Q4: 4,932 shares 4,932 $804K 0.04% -499 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 13,300 shares; 2025Q3: 13,150 shares; 2025Q4: 13,150 shares 13,150 $802K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,343 shares; 2024Q4: 2,475 shares; 2025Q1: 2,404 shares; 2025Q2: 2,422 shares; 2025Q3: 2,487 shares; 2025Q4: 2,382 shares 2,382 $802K 0.04% -105 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: 12,327 shares; 2024Q4: 3,791 shares; 2025Q1: not reported; 2025Q2: 12,275 shares; 2025Q3: 16,394 shares; 2025Q4: 15,684 shares 15,684 $798K 0.04% -710 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: 2,585 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,085 shares; 2025Q4: 7,732 shares 7,732 $796K 0.04% +5,647 Timeline UWM 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: 9,838 shares; 2024Q4: 23,725 shares; 2025Q1: 12,704 shares; 2025Q2: 13,635 shares; 2025Q3: 21,982 shares; 2025Q4: 16,820 shares 16,820 $791K 0.04% -5,162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,142 shares; 2025Q3: 2,919 shares; 2025Q4: 4,862 shares 4,862 $791K 0.04% +1,943 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: 14,680 shares; 2024Q4: 14,402 shares; 2025Q1: 16,237 shares; 2025Q2: 16,608 shares; 2025Q3: 18,310 shares; 2025Q4: 14,731 shares 14,731 $786K 0.03% -3,579 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: 7,283 shares; 2024Q4: 8,745 shares; 2025Q1: 19,791 shares; 2025Q2: 27,870 shares; 2025Q3: 17,980 shares; 2025Q4: 10,963 shares 10,963 $783K 0.03% -7,017 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 3,772 shares; 2025Q1: 3,808 shares; 2025Q2: 3,685 shares; 2025Q3: 3,618 shares; 2025Q4: 3,428 shares 3,428 $781K 0.03% -190 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 43,700 shares 43,700 $779K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 3,851 shares; 2025Q1: 3,773 shares; 2025Q2: 4,150 shares; 2025Q3: 5,152 shares; 2025Q4: 3,794 shares 3,794 $770K 0.03% -1,358 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,752 shares; 2024Q4: 31,752 shares; 2025Q1: 31,552 shares; 2025Q2: 31,552 shares; 2025Q3: 31,552 shares; 2025Q4: 31,552 shares 31,552 $761K 0.03% 0 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: 10,338 shares; 2025Q1: 10,421 shares; 2025Q2: 11,245 shares; 2025Q3: 11,050 shares; 2025Q4: 11,010 shares 11,010 $757K 0.03% -40 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 869 shares; 2025Q4: 834 shares 834 $756K 0.03% -35 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,947 shares; 2025Q1: 7,135 shares; 2025Q2: 7,102 shares; 2025Q3: 7,030 shares; 2025Q4: 7,165 shares 7,165 $756K 0.03% +135 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: 5,651 shares; 2024Q4: 5,683 shares; 2025Q1: 5,542 shares; 2025Q2: 5,982 shares; 2025Q3: 7,152 shares; 2025Q4: 5,844 shares 5,844 $754K 0.03% -1,308 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,808 shares; 2024Q4: 48,808 shares; 2025Q1: 48,808 shares; 2025Q2: 48,808 shares; 2025Q3: 48,808 shares; 2025Q4: 48,808 shares 48,808 $754K 0.03% 0 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: 51,020 shares; 2024Q4: 44,828 shares; 2025Q1: 38,469 shares; 2025Q2: 36,202 shares; 2025Q3: 36,074 shares; 2025Q4: 26,116 shares 26,116 $753K 0.03% -9,958 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 5,421 shares; 2025Q1: 5,612 shares; 2025Q2: 5,810 shares; 2025Q3: 5,695 shares; 2025Q4: 5,519 shares 5,519 $752K 0.03% -176 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,779 shares; 2024Q4: 10,308 shares; 2025Q1: 41,251 shares; 2025Q2: 10,626 shares; 2025Q3: 10,810 shares; 2025Q4: 10,209 shares 10,209 $750K 0.03% -601 Timeline SHLD 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: not reported; 2025Q3: 11,909 shares; 2025Q4: 11,499 shares 11,499 $745K 0.03% -410 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: 1,416 shares; 2024Q4: 1,441 shares; 2025Q1: 1,017 shares; 2025Q2: 1,209 shares; 2025Q3: 1,337 shares; 2025Q4: 1,100 shares 1,100 $729K 0.03% -237 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,632 shares 10,632 $728K 0.03% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 2,623 shares; 2025Q1: 2,094 shares; 2025Q2: 2,963 shares; 2025Q3: 3,373 shares; 2025Q4: 2,753 shares 2,753 $719K 0.03% -620 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: 6,873 shares; 2024Q4: 6,540 shares; 2025Q1: 6,836 shares; 2025Q2: 6,883 shares; 2025Q3: 7,574 shares; 2025Q4: 7,536 shares 7,536 $719K 0.03% -38 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: 8,513 shares; 2024Q4: 8,146 shares; 2025Q1: 4,175 shares; 2025Q2: 4,755 shares; 2025Q3: 4,090 shares; 2025Q4: 4,048 shares 4,048 $718K 0.03% -42 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: 54,340 shares; 2024Q4: 50,290 shares; 2025Q1: 45,803 shares; 2025Q2: 41,009 shares; 2025Q3: 37,913 shares; 2025Q4: 23,869 shares 23,869 $713K 0.03% -14,044 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,067 shares; 2025Q1: 2,847 shares; 2025Q2: 2,752 shares; 2025Q3: 2,745 shares; 2025Q4: 2,736 shares 2,736 $710K 0.03% -9 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 3,406 shares; 2025Q1: 2,300 shares; 2025Q2: 2,305 shares; 2025Q3: 2,294 shares; 2025Q4: 2,260 shares 2,260 $706K 0.03% -34 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: 1,500 shares; 2024Q4: 1,395 shares; 2025Q1: 1,384 shares; 2025Q2: 1,485 shares; 2025Q3: 1,466 shares; 2025Q4: 1,439 shares 1,439 $706K 0.03% -27 Timeline BLACKROCK MUNIHLDGS NY QLTY BLACKROCK MUNIHLDGS NY QLTY More: the full row for BLACKROCK MUNIHLDGS NY QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,129 shares; 2024Q4: 67,717 shares; 2025Q1: 68,244 shares; 2025Q2: 68,976 shares; 2025Q3: 68,753 shares; 2025Q4: 68,455 shares 68,455 $700K 0.03% -298 MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 9,001 shares; 2025Q1: 8,969 shares; 2025Q2: 8,739 shares; 2025Q3: 7,553 shares; 2025Q4: 7,554 shares 7,554 $698K 0.03% +1 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 15,148 shares; 2025Q1: 15,162 shares; 2025Q2: 14,520 shares; 2025Q3: 14,703 shares; 2025Q4: 15,208 shares 15,208 $697K 0.03% +505 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,286 shares; 2025Q2: 18,395 shares; 2025Q3: 18,342 shares; 2025Q4: 19,342 shares 19,342 $697K 0.03% +1,000 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: 23,142 shares; 2024Q4: 20,843 shares; 2025Q1: 18,745 shares; 2025Q2: 16,483 shares; 2025Q3: 16,073 shares; 2025Q4: 14,825 shares 14,825 $683K 0.03% -1,248 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,179 shares; 2024Q4: 16,148 shares; 2025Q1: 15,816 shares; 2025Q2: 15,705 shares; 2025Q3: 15,408 shares; 2025Q4: 14,962 shares 14,962 $681K 0.03% -446 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: 3,007 shares; 2025Q1: 3,053 shares; 2025Q2: 2,818 shares; 2025Q3: 2,963 shares; 2025Q4: 2,954 shares 2,954 $679K 0.03% -9 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: 5,384 shares; 2024Q4: 5,223 shares; 2025Q1: 4,840 shares; 2025Q2: 4,842 shares; 2025Q3: 5,341 shares; 2025Q4: 4,396 shares 4,396 $675K 0.03% -945 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 15,730 shares; 2025Q1: 6,594 shares; 2025Q2: 2,337 shares; 2025Q3: 2,239 shares; 2025Q4: 3,197 shares 3,197 $672K 0.03% +958 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 7,721 shares; 2025Q1: 7,842 shares; 2025Q2: 6,892 shares; 2025Q3: 6,785 shares; 2025Q4: 6,726 shares 6,726 $668K 0.03% -59 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: 6,025 shares; 2024Q4: 6,316 shares; 2025Q1: 57,264 shares; 2025Q2: 15,823 shares; 2025Q3: 15,038 shares; 2025Q4: 13,554 shares 13,554 $667K 0.03% -1,484 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: 5,235 shares; 2024Q4: 4,400 shares; 2025Q1: 3,995 shares; 2025Q2: 4,509 shares; 2025Q3: 3,193 shares; 2025Q4: 3,100 shares 3,100 $665K 0.03% -93 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: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,007 shares; 2025Q2: 5,013 shares; 2025Q3: 5,853 shares; 2025Q4: 4,553 shares 4,553 $655K 0.03% -1,300 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,146 shares; 2025Q2: 1,310 shares; 2025Q3: 3,347 shares; 2025Q4: 2,895 shares 2,895 $644K 0.03% -452 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: 34,861 shares; 2025Q2: 35,877 shares; 2025Q3: 23,883 shares; 2025Q4: 25,993 shares 25,993 $644K 0.03% +2,110 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,474 shares; 2025Q1: 2,627 shares; 2025Q2: 2,697 shares; 2025Q3: 2,793 shares; 2025Q4: 2,603 shares 2,603 $643K 0.03% -190 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,849 shares; 2025Q4: 9,146 shares 9,146 $637K 0.03% +1,297 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: 1,229 shares; 2024Q4: 666 shares; 2025Q1: 185 shares; 2025Q2: 364 shares; 2025Q3: 558 shares; 2025Q4: 312 shares 312 $629K 0.03% -246 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 11,199 shares; 2025Q1: 8,362 shares; 2025Q2: 7,337 shares; 2025Q3: 7,103 shares; 2025Q4: 7,198 shares 7,198 $627K 0.03% +95 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,232 shares; 2025Q1: 6,232 shares; 2025Q2: 6,233 shares; 2025Q3: 6,158 shares; 2025Q4: 5,134 shares 5,134 $624K 0.03% -1,024 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: 1,173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,561 shares; 2025Q3: 23,716 shares; 2025Q4: 4,291 shares 4,291 $618K 0.03% -19,425 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,409 shares; 2025Q1: 2,666 shares; 2025Q2: 4,440 shares; 2025Q3: 2,850 shares; 2025Q4: 2,151 shares 2,151 $618K 0.03% -699 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,185 shares; 2024Q4: 148,001 shares; 2025Q1: 26,083 shares; 2025Q2: 27,655 shares; 2025Q3: 16,572 shares; 2025Q4: 15,246 shares 15,246 $615K 0.03% -1,326 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 5,233 shares; 2025Q1: 5,099 shares; 2025Q2: 5,146 shares; 2025Q3: 5,178 shares; 2025Q4: 5,675 shares 5,675 $609K 0.03% +497 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 881 shares; 2025Q1: 914 shares; 2025Q2: 3,367 shares; 2025Q3: 3,104 shares; 2025Q4: 904 shares 904 $609K 0.03% -2,200 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 15,849 shares; 2025Q1: 76,807 shares; 2025Q2: 18,472 shares; 2025Q3: 16,958 shares; 2025Q4: 13,966 shares 13,966 $609K 0.03% -2,992 Timeline ICF 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: 9,528 shares; 2024Q4: 9,714 shares; 2025Q1: 9,426 shares; 2025Q2: 9,426 shares; 2025Q3: 9,597 shares; 2025Q4: 10,105 shares 10,105 $603K 0.03% +508 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,244 shares; 2025Q4: 11,364 shares 11,364 $597K 0.03% +2,120 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 4,395 shares; 2025Q2: 4,354 shares; 2025Q3: 4,354 shares; 2025Q4: 4,354 shares 4,354 $595K 0.03% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,340 shares; 2025Q2: 7,306 shares; 2025Q3: 7,309 shares; 2025Q4: 6,475 shares 6,475 $595K 0.03% -834 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,442 shares; 2024Q4: 5,206 shares; 2025Q1: 5,957 shares; 2025Q2: 4,088 shares; 2025Q3: 4,575 shares; 2025Q4: 4,633 shares 4,633 $591K 0.03% +58 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,095 shares; 2025Q1: 3,107 shares; 2025Q2: 3,111 shares; 2025Q3: 3,045 shares; 2025Q4: 2,860 shares 2,860 $590K 0.03% -185 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,780 shares; 2024Q4: 13,482 shares; 2025Q1: 12,635 shares; 2025Q2: 12,316 shares; 2025Q3: 15,105 shares; 2025Q4: 10,939 shares 10,939 $589K 0.03% -4,166 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,236 shares; 2025Q1: not reported; 2025Q2: 8,078 shares; 2025Q3: 8,753 shares; 2025Q4: 8,667 shares 8,667 $585K 0.03% -86 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,673 shares; 2024Q4: 45,129 shares; 2025Q1: 2,608 shares; 2025Q2: 21,240 shares; 2025Q3: 18,694 shares; 2025Q4: 3,596 shares 3,596 $580K 0.03% -15,098 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,047 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,119 shares 4,119 $564K 0.02% +71 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 11,652 shares; 2025Q1: 11,524 shares; 2025Q2: 16,229 shares; 2025Q3: 14,165 shares; 2025Q4: 14,031 shares 14,031 $563K 0.02% -134 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: 6,034 shares; 2024Q4: 6,945 shares; 2025Q1: 10,338 shares; 2025Q2: 9,806 shares; 2025Q3: 6,555 shares; 2025Q4: 4,921 shares 4,921 $561K 0.02% -1,634 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: 10,030 shares; 2024Q4: 10,129 shares; 2025Q1: 9,965 shares; 2025Q2: 9,308 shares; 2025Q3: 9,295 shares; 2025Q4: 9,314 shares 9,314 $560K 0.02% +19 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,105 shares; 2025Q3: 6,511 shares; 2025Q4: 5,292 shares 5,292 $559K 0.02% -1,219 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,435 shares; 2024Q4: 22,232 shares; 2025Q1: 21,926 shares; 2025Q2: 19,517 shares; 2025Q3: 19,478 shares; 2025Q4: 16,382 shares 16,382 $554K 0.02% -3,096 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 22,432 shares; 2025Q1: 22,025 shares; 2025Q2: 23,283 shares; 2025Q3: 22,772 shares; 2025Q4: 21,571 shares 21,571 $552K 0.02% -1,201 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,522 shares; 2025Q1: 3,073 shares; 2025Q2: 3,376 shares; 2025Q3: 3,517 shares; 2025Q4: 4,621 shares 4,621 $551K 0.02% +1,104 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,032 shares; 2024Q4: 11,081 shares; 2025Q1: 11,775 shares; 2025Q2: 9,771 shares; 2025Q3: 11,021 shares; 2025Q4: 10,647 shares 10,647 $541K 0.02% -374 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 12,783 shares; 2025Q1: 12,783 shares; 2025Q2: 12,783 shares; 2025Q3: 12,803 shares; 2025Q4: 12,611 shares 12,611 $538K 0.02% -192 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 8,373 shares; 2025Q1: 9,119 shares; 2025Q2: 41,709 shares; 2025Q3: 40,973 shares; 2025Q4: 8,280 shares 8,280 $528K 0.02% -32,693 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: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares 10,050 $519K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,168 shares; 2025Q1: 7,669 shares; 2025Q2: 8,014 shares; 2025Q3: 7,394 shares; 2025Q4: 6,238 shares 6,238 $517K 0.02% -1,156 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: 8,699 shares; 2024Q4: 8,798 shares; 2025Q1: 8,811 shares; 2025Q2: 8,602 shares; 2025Q3: 11,049 shares; 2025Q4: 8,508 shares 8,508 $516K 0.02% -2,541 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: 13,313 shares; 2024Q4: 10,541 shares; 2025Q1: 6,448 shares; 2025Q2: 4,737 shares; 2025Q3: 4,738 shares; 2025Q4: 4,695 shares 4,695 $514K 0.02% -43 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: 43,628 shares; 2024Q4: 43,638 shares; 2025Q1: 17,956 shares; 2025Q2: 14,687 shares; 2025Q3: 14,931 shares; 2025Q4: 13,833 shares 13,833 $512K 0.02% -1,098 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 4,680 shares; 2025Q4: 4,273 shares 4,273 $512K 0.02% -407 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,407 shares; 2024Q4: 7,790 shares; 2025Q1: 2,533 shares; 2025Q2: 36,885 shares; 2025Q3: 36,447 shares; 2025Q4: 6,327 shares 6,327 $508K 0.02% -30,120 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: 66,341 shares; 2024Q4: 57,154 shares; 2025Q1: 52,866 shares; 2025Q2: 36,744 shares; 2025Q3: 34,003 shares; 2025Q4: 24,786 shares 24,786 $505K 0.02% -9,217 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: 2,640 shares; 2024Q4: 2,945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 4,124 shares 4,124 $502K 0.02% +1,919 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 2,277 shares; 2025Q1: 1,891 shares; 2025Q2: 1,840 shares; 2025Q3: 1,836 shares; 2025Q4: 1,811 shares 1,811 $502K 0.02% -25 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,753 shares; 2025Q1: 6,310 shares; 2025Q2: 6,152 shares; 2025Q3: 6,040 shares; 2025Q4: 6,231 shares 6,231 $500K 0.02% +191 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,657 shares; 2025Q2: 91,667 shares; 2025Q3: 91,774 shares; 2025Q4: 15,771 shares 15,771 $500K 0.02% -76,003 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: 3,053 shares; 2024Q4: 2,928 shares; 2025Q1: 2,778 shares; 2025Q2: 2,907 shares; 2025Q3: 3,561 shares; 2025Q4: 2,445 shares 2,445 $500K 0.02% -1,116 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: 4,993 shares; 2024Q4: 5,005 shares; 2025Q1: 4,871 shares; 2025Q2: 4,849 shares; 2025Q3: 4,780 shares; 2025Q4: 4,527 shares 4,527 $499K 0.02% -253 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 4,918 shares; 2025Q1: 4,962 shares; 2025Q2: 5,010 shares; 2025Q3: 5,065 shares; 2025Q4: 4,947 shares 4,947 $496K 0.02% -118 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,559 shares; 2025Q1: 1,562 shares; 2025Q2: 1,559 shares; 2025Q3: 1,432 shares; 2025Q4: 1,446 shares 1,446 $496K 0.02% +14 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,732 shares; 2025Q1: 2,055 shares; 2025Q2: 2,104 shares; 2025Q3: 2,095 shares; 2025Q4: 2,034 shares 2,034 $494K 0.02% -61 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 804 shares; 2025Q1: 742 shares; 2025Q2: 1,041 shares; 2025Q3: 992 shares; 2025Q4: 877 shares 877 $493K 0.02% -115 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 4,509 shares; 2025Q1: 4,544 shares; 2025Q2: 4,309 shares; 2025Q3: 4,410 shares; 2025Q4: 4,384 shares 4,384 $492K 0.02% -26 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,946 shares; 2025Q2: 3,734 shares; 2025Q3: 4,772 shares; 2025Q4: 4,796 shares 4,796 $491K 0.02% +24 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 12,000 shares; 2025Q1: 15,690 shares; 2025Q2: 16,985 shares; 2025Q3: 18,720 shares; 2025Q4: 19,250 shares 19,250 $490K 0.02% +530 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,275 shares; 2024Q4: 11,673 shares; 2025Q1: 12,271 shares; 2025Q2: 14,155 shares; 2025Q3: 14,346 shares; 2025Q4: 13,295 shares 13,295 $489K 0.02% -1,051 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 8,846 shares; 2025Q1: 9,477 shares; 2025Q2: 7,518 shares; 2025Q3: 7,360 shares; 2025Q4: 7,025 shares 7,025 $488K 0.02% -335 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND 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: not reported; 2025Q2: 49,971 shares; 2025Q3: 49,741 shares; 2025Q4: 49,741 shares 49,741 $482K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,061 shares; 2025Q4: 1,148 shares 1,148 $482K 0.02% +87 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 6,180 shares; 2025Q3: 6,365 shares; 2025Q4: 7,625 shares 7,625 $476K 0.02% +1,260 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,386 shares; 2025Q1: 5,037 shares; 2025Q2: 5,302 shares; 2025Q3: 5,352 shares; 2025Q4: 5,442 shares 5,442 $474K 0.02% +90 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,528 shares; 2025Q1: 3,445 shares; 2025Q2: 3,525 shares; 2025Q3: 3,513 shares; 2025Q4: 3,475 shares 3,475 $473K 0.02% -38 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 14,915 shares; 2025Q1: 13,524 shares; 2025Q2: 13,473 shares; 2025Q3: 13,153 shares; 2025Q4: 13,146 shares 13,146 $470K 0.02% -7 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 4,621 shares; 2025Q1: 4,761 shares; 2025Q2: 5,288 shares; 2025Q3: 5,032 shares; 2025Q4: 4,489 shares 4,489 $470K 0.02% -543 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: 1,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,763 shares 2,763 $466K 0.02% 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: 27,727 shares; 2024Q4: 26,214 shares; 2025Q1: 21,668 shares; 2025Q2: 19,772 shares; 2025Q3: 18,497 shares; 2025Q4: 17,531 shares 17,531 $462K 0.02% -966 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,979 shares; 2025Q1: 4,979 shares; 2025Q2: 4,979 shares; 2025Q3: 4,979 shares; 2025Q4: 4,979 shares 4,979 $455K 0.02% 0 Timeline FTQI 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: 11,458 shares; 2025Q2: 25,501 shares; 2025Q3: 23,596 shares; 2025Q4: 21,794 shares 21,794 $454K 0.02% -1,802 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 37,274 shares; 2025Q4: 20,102 shares 20,102 $451K 0.02% -17,172 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 994 shares; 2025Q1: 1,002 shares; 2025Q2: 1,457 shares; 2025Q3: 1,448 shares; 2025Q4: 1,444 shares 1,444 $451K 0.02% -4 Timeline DES 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: 14,250 shares; 2024Q4: 78,210 shares; 2025Q1: 14,513 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 13,450 shares 13,450 $450K 0.02% -800 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,671 shares; 2025Q2: 14,574 shares; 2025Q3: 15,229 shares; 2025Q4: 8,515 shares 8,515 $449K 0.02% -6,714 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: 3,386 shares; 2024Q4: 2,965 shares; 2025Q1: 2,893 shares; 2025Q2: 3,142 shares; 2025Q3: 2,996 shares; 2025Q4: 3,096 shares 3,096 $448K 0.02% +100 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,569 shares; 2025Q2: 18,042 shares; 2025Q3: 20,699 shares; 2025Q4: 19,805 shares 19,805 $444K 0.02% -894 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares 1,060 $442K 0.02% new Timeline