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: 3,150 shares; 2024Q4: 7,783 shares; 2025Q1: 173,093 shares; 2025Q2: 163,812 shares; 2025Q3: 165,364 shares; 2025Q4: 167,456 shares 167,456 $56.1M 6.1% +2,092 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,839 shares; 2025Q3: 281,812 shares; 2025Q4: 306,818 shares 306,818 $36.6M 3.98% +25,006 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: 260,160 shares; 2024Q4: 1,030,684 shares; 2025Q1: 776,469 shares; 2025Q2: 907,822 shares; 2025Q3: 979,044 shares; 2025Q4: 1,032,830 shares 1,032,830 $33.7M 3.66% +53,786 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: 4,697 shares; 2024Q4: 4,757 shares; 2025Q1: 183,758 shares; 2025Q2: 446,144 shares; 2025Q3: 186,229 shares; 2025Q4: 437,929 shares 437,929 $27.4M 2.97% +251,700 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988,793 shares; 2024Q4: 905,381 shares; 2025Q1: 565,864 shares; 2025Q2: 596,256 shares; 2025Q3: 493,681 shares; 2025Q4: 453,941 shares 453,941 $21.1M 2.3% -39,740 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: 60,440 shares; 2024Q4: 63,814 shares; 2025Q1: 53,178 shares; 2025Q2: 69,007 shares; 2025Q3: 71,235 shares; 2025Q4: 91,822 shares 91,822 $19.5M 2.12% +20,587 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: 240,809 shares; 2024Q4: 208,833 shares; 2025Q1: 221,425 shares; 2025Q2: 18,706 shares; 2025Q3: 189,691 shares; 2025Q4: 199,758 shares 199,758 $19.2M 2.09% +10,067 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: 47,687 shares; 2024Q4: 45,268 shares; 2025Q1: 39,553 shares; 2025Q2: 4,606 shares; 2025Q3: 29,751 shares; 2025Q4: 29,772 shares 29,772 $18.3M 1.99% +21 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: 215,479 shares; 2024Q4: 433,929 shares; 2025Q1: 595,867 shares; 2025Q2: 628,536 shares; 2025Q3: 719,602 shares; 2025Q4: 747,274 shares 747,274 $18M 1.95% +27,672 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: 404,248 shares; 2024Q4: 397,779 shares; 2025Q1: 236,925 shares; 2025Q2: 271,264 shares; 2025Q3: 322,541 shares; 2025Q4: 294,672 shares 294,672 $17.9M 1.95% -27,869 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,296 shares; 2024Q4: 90,986 shares; 2025Q1: 77,355 shares; 2025Q2: 25,228 shares; 2025Q3: 27,259 shares; 2025Q4: 25,825 shares 25,825 $17.7M 1.92% -1,434 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: 7,387 shares; 2024Q4: 225,652 shares; 2025Q1: 241,825 shares; 2025Q2: 3,633 shares; 2025Q3: 203,367 shares; 2025Q4: 214,496 shares 214,496 $17.3M 1.88% +11,129 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304,697 shares; 2025Q3: 325,286 shares; 2025Q4: 351,569 shares 351,569 $16.6M 1.81% +26,283 Timeline FRDM 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: not reported; 2025Q2: 371,681 shares; 2025Q3: 358,455 shares; 2025Q4: 323,659 shares 323,659 $16.6M 1.8% -34,796 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453,247 shares; 2025Q2: 339,818 shares; 2025Q3: 334,458 shares; 2025Q4: 326,536 shares 326,536 $16.3M 1.77% -7,922 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: 211,577 shares; 2024Q4: 29,191 shares; 2025Q1: 29,364 shares; 2025Q2: 25,676 shares; 2025Q3: 30,243 shares; 2025Q4: 145,583 shares 145,583 $16M 1.74% +115,340 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: 69,718 shares; 2024Q4: 74,602 shares; 2025Q1: 78,688 shares; 2025Q2: 175,167 shares; 2025Q3: 190,968 shares; 2025Q4: 237,012 shares 237,012 $15.9M 1.73% +46,044 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: 244,261 shares; 2024Q4: 238,615 shares; 2025Q1: 141,699 shares; 2025Q2: 143,746 shares; 2025Q3: 137,182 shares; 2025Q4: 125,381 shares 125,381 $15.5M 1.68% -11,801 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,658 shares; 2025Q2: 22,169 shares; 2025Q3: 41,090 shares; 2025Q4: 37,459 shares 37,459 $12.8M 1.4% -3,631 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: 46,626 shares; 2024Q4: 47,434 shares; 2025Q1: 63,018 shares; 2025Q2: 68,856 shares; 2025Q3: 66,057 shares; 2025Q4: 65,142 shares 65,142 $12.1M 1.32% -915 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: 4,988 shares; 2024Q4: 268,533 shares; 2025Q1: 108,185 shares; 2025Q2: 125,085 shares; 2025Q3: 164,769 shares; 2025Q4: 172,883 shares 172,883 $12M 1.31% +8,114 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: 302,758 shares; 2024Q4: 337,715 shares; 2025Q1: 146,515 shares; 2025Q2: 257,747 shares; 2025Q3: 207,148 shares; 2025Q4: 162,134 shares 162,134 $11.6M 1.26% -45,014 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: 45,966 shares; 2024Q4: 47,035 shares; 2025Q1: 41,542 shares; 2025Q2: 46,139 shares; 2025Q3: 40,895 shares; 2025Q4: 41,401 shares 41,401 $11.3M 1.22% +506 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: 184,809 shares; 2025Q2: 204,391 shares; 2025Q3: 269,105 shares; 2025Q4: 281,030 shares 281,030 $10.7M 1.16% +11,925 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: 25,543 shares; 2024Q4: 25,688 shares; 2025Q1: 45,582 shares; 2025Q2: 45,798 shares; 2025Q3: 43,377 shares; 2025Q4: 43,419 shares 43,419 $10M 1.09% +42 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: 389,017 shares; 2025Q4: 389,507 shares 389,507 $9.98M 1.08% +490 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: 209,031 shares; 2024Q4: 212,900 shares; 2025Q1: 176,985 shares; 2025Q2: 465,168 shares; 2025Q3: 169,211 shares; 2025Q4: 186,085 shares 186,085 $9.41M 1.02% +16,874 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: 2,330 shares; 2024Q4: 2,673 shares; 2025Q1: 44,884 shares; 2025Q2: 71,376 shares; 2025Q3: 89,255 shares; 2025Q4: 87,016 shares 87,016 $8.85M 0.96% -2,239 Timeline SCHE 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: 464,527 shares; 2024Q4: 468,238 shares; 2025Q1: 251,250 shares; 2025Q2: 257,561 shares; 2025Q3: 248,110 shares; 2025Q4: 262,008 shares 262,008 $8.58M 0.93% +13,898 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: 117,772 shares; 2024Q4: 117,221 shares; 2025Q1: 102,354 shares; 2025Q2: 115,181 shares; 2025Q3: 117,053 shares; 2025Q4: 122,230 shares 122,230 $8.49M 0.92% +5,177 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: 125,951 shares; 2024Q4: 146,829 shares; 2025Q1: 91,725 shares; 2025Q2: 98,464 shares; 2025Q3: 98,228 shares; 2025Q4: 84,263 shares 84,263 $8.02M 0.87% -13,965 Timeline DFAU 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: 64,856 shares; 2024Q4: 82,911 shares; 2025Q1: 102,757 shares; 2025Q2: 127,265 shares; 2025Q3: 149,053 shares; 2025Q4: 170,536 shares 170,536 $7.98M 0.87% +21,483 Timeline BDVL 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: 296,683 shares; 2025Q4: 321,064 shares 321,064 $7.96M 0.87% +24,381 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: 7,114 shares; 2024Q4: 7,011 shares; 2025Q1: 133,202 shares; 2025Q2: 133,009 shares; 2025Q3: 135,150 shares; 2025Q4: 139,022 shares 139,022 $7.47M 0.81% +3,872 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: 5,552 shares; 2024Q4: 5,579 shares; 2025Q1: 3,288 shares; 2025Q2: 3,454 shares; 2025Q3: 3,370 shares; 2025Q4: 6,864 shares 6,864 $7.38M 0.8% +3,494 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: 136,585 shares; 2024Q4: 143,443 shares; 2025Q1: 105,315 shares; 2025Q2: 115,389 shares; 2025Q3: 77,291 shares; 2025Q4: 36,512 shares 36,512 $7.25M 0.79% -40,779 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: 109,000 shares; 2024Q4: 133,414 shares; 2025Q1: 103,022 shares; 2025Q2: 81,724 shares; 2025Q3: 86,943 shares; 2025Q4: 28,588 shares 28,588 $7.16M 0.78% -58,355 Timeline BAI 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: 89,527 shares; 2025Q3: 220,151 shares; 2025Q4: 208,325 shares 208,325 $6.94M 0.75% -11,826 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: 126,743 shares; 2024Q4: 141,633 shares; 2025Q1: 96,901 shares; 2025Q2: 106,010 shares; 2025Q3: 128,930 shares; 2025Q4: 126,859 shares 126,859 $6.69M 0.73% -2,071 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,146 shares; 2025Q3: 190,481 shares; 2025Q4: 173,449 shares 173,449 $6.69M 0.73% -17,032 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: 8,239 shares; 2024Q4: 8,595 shares; 2025Q1: 7,609 shares; 2025Q2: 6,148 shares; 2025Q3: 6,080 shares; 2025Q4: 9,434 shares 9,434 $6.43M 0.7% +3,354 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: 14,600 shares; 2024Q4: 15,003 shares; 2025Q1: 12,465 shares; 2025Q2: 13,304 shares; 2025Q3: 13,092 shares; 2025Q4: 12,930 shares 12,930 $6.25M 0.68% -162 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: 107,343 shares; 2024Q4: 105,728 shares; 2025Q1: 83,032 shares; 2025Q2: 71,702 shares; 2025Q3: 95,890 shares; 2025Q4: 100,901 shares 100,901 $5.07M 0.55% +5,011 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: 25,475 shares; 2024Q4: 25,987 shares; 2025Q1: 19,199 shares; 2025Q2: 17,139 shares; 2025Q3: 16,798 shares; 2025Q4: 15,719 shares 15,719 $4.92M 0.53% -1,079 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,374 shares; 2025Q1: 55,792 shares; 2025Q2: 42,638 shares; 2025Q3: 65,489 shares; 2025Q4: 57,436 shares 57,436 $4.66M 0.51% -8,053 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,555 shares; 2025Q3: 96,253 shares; 2025Q4: 92,156 shares 92,156 $4.61M 0.5% -4,097 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: 4,889 shares; 2024Q4: 5,003 shares; 2025Q1: 6,937 shares; 2025Q2: 7,175 shares; 2025Q3: 6,926 shares; 2025Q4: 6,929 shares 6,929 $4.57M 0.5% +3 Timeline BOXX 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: 28,663 shares; 2024Q4: 60,486 shares; 2025Q1: 57,203 shares; 2025Q2: 38,917 shares; 2025Q3: 33,310 shares; 2025Q4: 38,715 shares 38,715 $4.46M 0.48% +5,405 Timeline TFI 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: 103,503 shares; 2024Q4: 106,938 shares; 2025Q1: 73,168 shares; 2025Q2: 56,057 shares; 2025Q3: 93,222 shares; 2025Q4: 96,028 shares 96,028 $4.39M 0.48% +2,806 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: 31,701 shares; 2024Q4: 48,301 shares; 2025Q1: 49,779 shares; 2025Q2: 41,094 shares; 2025Q3: 69,952 shares; 2025Q4: 72,667 shares 72,667 $3.98M 0.43% +2,715 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,069 shares; 2024Q4: 11,243 shares; 2025Q1: 13,610 shares; 2025Q2: 12,863 shares; 2025Q3: 13,134 shares; 2025Q4: 13,401 shares 13,401 $3.96M 0.43% +267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,866 shares; 2025Q3: 2,231 shares; 2025Q4: 22,030 shares 22,030 $3.92M 0.43% +19,799 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,169 shares; 2025Q3: 76,966 shares; 2025Q4: 82,868 shares 82,868 $3.84M 0.42% +5,902 Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC 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: 224,036 shares; 2025Q2: 224,036 shares; 2025Q3: 224,893 shares; 2025Q4: 224,893 shares 224,893 $3.59M 0.39% 0 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: 6,800 shares; 2024Q4: 6,840 shares; 2025Q1: 6,512 shares; 2025Q2: 6,623 shares; 2025Q3: 6,497 shares; 2025Q4: 6,886 shares 6,886 $3.36M 0.37% +389 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,549 shares; 2024Q4: 158,549 shares; 2025Q1: 158,549 shares; 2025Q2: 158,549 shares; 2025Q3: 158,549 shares; 2025Q4: 158,549 shares 158,549 $3.34M 0.36% 0 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: 127,520 shares; 2025Q2: 234,528 shares; 2025Q3: 235,522 shares; 2025Q4: 235,522 shares 235,522 $3.31M 0.36% 0 Timeline IEUR 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: 13,643 shares; 2024Q4: 12,005 shares; 2025Q1: 30,184 shares; 2025Q2: 27,926 shares; 2025Q3: 36,930 shares; 2025Q4: 46,353 shares 46,353 $3.29M 0.36% +9,423 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: 15,033 shares; 2024Q4: 15,128 shares; 2025Q1: 11,307 shares; 2025Q2: 11,376 shares; 2025Q3: 10,913 shares; 2025Q4: 9,949 shares 9,949 $3.21M 0.35% -964 Timeline DFSD 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: 19,760 shares; 2024Q4: 23,593 shares; 2025Q1: 38,872 shares; 2025Q2: 46,120 shares; 2025Q3: 51,409 shares; 2025Q4: 66,583 shares 66,583 $3.19M 0.35% +15,174 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,758 shares; 2025Q4: 14,658 shares 14,658 $3.15M 0.34% -1,100 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: 10,449 shares; 2024Q4: 10,561 shares; 2025Q1: 11,563 shares; 2025Q2: 11,666 shares; 2025Q3: 11,727 shares; 2025Q4: 11,630 shares 11,630 $2.94M 0.32% -97 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: 1,042 shares; 2024Q4: 3,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,998 shares; 2025Q4: 19,905 shares 19,905 $2.87M 0.31% +15,907 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: 138,773 shares; 2024Q4: 17,476 shares; 2025Q1: 10,491 shares; 2025Q2: 10,758 shares; 2025Q3: 14,298 shares; 2025Q4: 14,751 shares 14,751 $2.82M 0.31% +453 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: 12,323 shares; 2024Q4: 10,975 shares; 2025Q1: 11,924 shares; 2025Q2: 10,883 shares; 2025Q3: 9,474 shares; 2025Q4: 8,776 shares 8,776 $2.75M 0.3% -698 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: 17,003 shares; 2024Q4: 17,418 shares; 2025Q1: 9,150 shares; 2025Q2: 6,558 shares; 2025Q3: 6,071 shares; 2025Q4: 9,786 shares 9,786 $2.59M 0.28% +3,715 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: 24,869 shares; 2024Q4: 33,109 shares; 2025Q1: 40,446 shares; 2025Q2: 49,338 shares; 2025Q3: 57,991 shares; 2025Q4: 66,700 shares 66,700 $2.54M 0.28% +8,709 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: 6,812 shares; 2024Q4: 7,363 shares; 2025Q1: 4,083 shares; 2025Q2: 3,800 shares; 2025Q3: 3,742 shares; 2025Q4: 3,524 shares 3,524 $2.37M 0.26% -218 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: 40,722 shares; 2024Q4: 25,283 shares; 2025Q1: 22,307 shares; 2025Q2: 30,624 shares; 2025Q3: 17,017 shares; 2025Q4: 26,464 shares 26,464 $2.37M 0.26% +9,447 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: not reported; 2024Q4: not reported; 2025Q1: 12,081 shares; 2025Q2: 17,110 shares; 2025Q3: 40,159 shares; 2025Q4: 41,068 shares 41,068 $2.35M 0.26% +909 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,279 shares; 2025Q3: 15,597 shares; 2025Q4: 23,093 shares 23,093 $2.32M 0.25% +7,496 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA 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: 467,155 shares; 2025Q2: 472,703 shares; 2025Q3: 483,919 shares; 2025Q4: 478,478 shares 478,478 $2.32M 0.25% -5,441 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: 6,876 shares; 2024Q4: 7,242 shares; 2025Q1: 8,206 shares; 2025Q2: 7,571 shares; 2025Q3: 7,791 shares; 2025Q4: 7,397 shares 7,397 $2.27M 0.25% -394 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS 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: 345,516 shares; 2025Q2: 349,019 shares; 2025Q3: 356,394 shares; 2025Q4: 360,463 shares 360,463 $2.26M 0.25% +4,069 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,892 shares; 2025Q4: 41,692 shares 41,692 $2.2M 0.24% +5,800 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: 1,686 shares; 2024Q4: not reported; 2025Q1: 7,190 shares; 2025Q2: 8,525 shares; 2025Q3: 14,395 shares; 2025Q4: 14,089 shares 14,089 $2.19M 0.24% -306 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: 6,443 shares; 2024Q4: 6,560 shares; 2025Q1: 4,976 shares; 2025Q2: 4,702 shares; 2025Q3: 4,635 shares; 2025Q4: 4,263 shares 4,263 $2.14M 0.23% -372 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,313 shares; 2025Q2: 12,098 shares; 2025Q3: 12,098 shares; 2025Q4: 11,822 shares 11,822 $2.13M 0.23% -276 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: 1,485 shares; 2024Q4: 1,389 shares; 2025Q1: 5,491 shares; 2025Q2: 9,675 shares; 2025Q3: 9,736 shares; 2025Q4: 6,444 shares 6,444 $2.13M 0.23% -3,292 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,813 shares; 2025Q1: 17,074 shares; 2025Q2: 12,470 shares; 2025Q3: 12,514 shares; 2025Q4: 12,961 shares 12,961 $2.08M 0.23% +447 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: 40,051 shares; 2024Q4: 39,859 shares; 2025Q1: 21,572 shares; 2025Q2: 20,845 shares; 2025Q3: 21,061 shares; 2025Q4: 18,496 shares 18,496 $2.06M 0.22% -2,565 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392,250 shares; 2025Q2: 389,650 shares; 2025Q3: 393,723 shares; 2025Q4: 393,497 shares 393,497 $2.03M 0.22% -226 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 8,877 shares; 2025Q3: 33,555 shares; 2025Q4: 34,771 shares 34,771 $2.02M 0.22% +1,216 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: 419 shares; 2024Q4: 424 shares; 2025Q1: 2,559 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,293 shares 2,293 $2.02M 0.22% -294 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: 3,546 shares; 2024Q4: 3,526 shares; 2025Q1: 2,674 shares; 2025Q2: 2,909 shares; 2025Q3: 2,598 shares; 2025Q4: 2,274 shares 2,274 $1.96M 0.21% -324 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,981 shares; 2025Q1: 2,097 shares; 2025Q2: 2,879 shares; 2025Q3: 2,997 shares; 2025Q4: 3,106 shares 3,106 $1.95M 0.21% +109 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,944 shares; 2025Q2: 26,400 shares; 2025Q3: 26,494 shares; 2025Q4: 26,320 shares 26,320 $1.94M 0.21% -174 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 10,374 shares; 2025Q1: 10,127 shares; 2025Q2: 9,815 shares; 2025Q3: 26,043 shares; 2025Q4: 24,172 shares 24,172 $1.93M 0.21% -1,871 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: 17,941 shares; 2024Q4: 17,838 shares; 2025Q1: 14,845 shares; 2025Q2: 15,018 shares; 2025Q3: 15,053 shares; 2025Q4: 15,515 shares 15,515 $1.87M 0.2% +462 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,492 shares; 2025Q2: 33,182 shares; 2025Q3: 33,399 shares; 2025Q4: 33,908 shares 33,908 $1.86M 0.2% +509 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,658 shares; 2025Q2: 11,734 shares; 2025Q3: 12,483 shares; 2025Q4: 12,516 shares 12,516 $1.8M 0.2% +33 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,896 shares; 2025Q1: 2,285 shares; 2025Q2: 2,147 shares; 2025Q3: 2,191 shares; 2025Q4: 19,162 shares 19,162 $1.8M 0.2% +16,971 Timeline DFCF 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: 14,030 shares; 2024Q4: 16,657 shares; 2025Q1: 24,584 shares; 2025Q2: 30,559 shares; 2025Q3: 35,015 shares; 2025Q4: 41,896 shares 41,896 $1.78M 0.19% +6,881 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: 122,572 shares; 2024Q4: 474,441 shares; 2025Q1: 92,418 shares; 2025Q2: 28,389 shares; 2025Q3: 38,295 shares; 2025Q4: 36,457 shares 36,457 $1.76M 0.19% -1,838 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 5,148 shares; 2025Q1: 5,711 shares; 2025Q2: 5,312 shares; 2025Q3: 5,490 shares; 2025Q4: 5,406 shares 5,406 $1.72M 0.19% -84 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: 8,969 shares; 2024Q4: 9,050 shares; 2025Q1: 5,617 shares; 2025Q2: 5,484 shares; 2025Q3: 5,408 shares; 2025Q4: 4,518 shares 4,518 $1.67M 0.18% -890 Timeline SCHQ 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: 18,433 shares; 2024Q4: 8,930 shares; 2025Q1: 38,640 shares; 2025Q2: 30,923 shares; 2025Q3: 26,872 shares; 2025Q4: 52,431 shares 52,431 $1.66M 0.18% +25,559 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: 3,900 shares; 2024Q4: 3,821 shares; 2025Q1: 6,454 shares; 2025Q2: 7,625 shares; 2025Q3: 7,343 shares; 2025Q4: 7,213 shares 7,213 $1.65M 0.18% -130 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: 40,396 shares; 2024Q4: 36,793 shares; 2025Q1: 25,704 shares; 2025Q2: 50,084 shares; 2025Q3: 30,589 shares; 2025Q4: 23,435 shares 23,435 $1.63M 0.18% -7,154 Timeline IXJ 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: 15,958 shares; 2025Q2: 16,175 shares; 2025Q3: 16,527 shares; 2025Q4: 16,454 shares 16,454 $1.6M 0.17% -73 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,102 shares; 2025Q2: 4,985 shares; 2025Q3: 5,161 shares; 2025Q4: 5,097 shares 5,097 $1.6M 0.17% -64 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,603 shares; 2025Q3: 11,354 shares; 2025Q4: 10,647 shares 10,647 $1.58M 0.17% -707 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: 3,024 shares; 2024Q4: 3,091 shares; 2025Q1: 4,145 shares; 2025Q2: 4,391 shares; 2025Q3: 4,324 shares; 2025Q4: 4,574 shares 4,574 $1.58M 0.17% +250 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,414 shares; 2025Q3: 29,751 shares; 2025Q4: 35,425 shares 35,425 $1.58M 0.17% +5,674 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: 3,363 shares; 2024Q4: 3,657 shares; 2025Q1: 2,986 shares; 2025Q2: 2,921 shares; 2025Q3: 3,040 shares; 2025Q4: 3,373 shares 3,373 $1.52M 0.16% +333 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: 6,710 shares; 2024Q4: 6,738 shares; 2025Q1: 4,925 shares; 2025Q2: 5,259 shares; 2025Q3: 5,052 shares; 2025Q4: 4,403 shares 4,403 $1.51M 0.16% -649 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: 2,430 shares; 2025Q1: 1,602 shares; 2025Q2: 1,613 shares; 2025Q3: 1,551 shares; 2025Q4: 1,410 shares 1,410 $1.51M 0.16% -141 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,258 shares; 2024Q4: 8,256 shares; 2025Q1: 5,856 shares; 2025Q2: 5,684 shares; 2025Q3: 5,624 shares; 2025Q4: 4,715 shares 4,715 $1.46M 0.16% -909 Timeline CPRT COPART INC More: the full row for COPART 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: 37,581 shares; 2025Q2: 37,564 shares; 2025Q3: 37,533 shares; 2025Q4: 37,239 shares 37,239 $1.46M 0.16% -294 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: 4,006 shares; 2024Q4: 3,137 shares; 2025Q1: 3,454 shares; 2025Q2: 3,402 shares; 2025Q3: 3,464 shares; 2025Q4: 11,892 shares 11,892 $1.43M 0.16% +8,428 Timeline ISOU ISOENERGY LTD More: the full row for ISOENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,324 shares; 2025Q4: 155,324 shares 155,324 $1.41M 0.15% 0 Timeline DCH DAUCH CORP More: the full row for DAUCH 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: 164,225 shares; 2025Q2: 214,652 shares; 2025Q3: 216,715 shares; 2025Q4: 219,195 shares 219,195 $1.41M 0.15% +2,480 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,929 shares; 2024Q4: 43,583 shares; 2025Q1: 25,949 shares; 2025Q2: 25,732 shares; 2025Q3: 25,347 shares; 2025Q4: 20,181 shares 20,181 $1.4M 0.15% -5,166 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: 15,889 shares; 2024Q4: 15,887 shares; 2025Q1: 11,912 shares; 2025Q2: 12,061 shares; 2025Q3: 11,540 shares; 2025Q4: 9,750 shares 9,750 $1.4M 0.15% -1,790 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,910 shares; 2024Q4: 106,795 shares; 2025Q1: 81,960 shares; 2025Q2: 23,077 shares; 2025Q3: 26,946 shares; 2025Q4: 28,307 shares 28,307 $1.39M 0.15% +1,361 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: 32,860 shares; 2024Q4: 33,096 shares; 2025Q1: 22,448 shares; 2025Q2: 21,945 shares; 2025Q3: 21,850 shares; 2025Q4: 19,219 shares 19,219 $1.34M 0.15% -2,631 Timeline XES 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: 16,134 shares; 2025Q2: 16,241 shares; 2025Q3: 16,456 shares; 2025Q4: 16,337 shares 16,337 $1.34M 0.15% -119 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: not reported; 2024Q4: not reported; 2025Q1: 1,793 shares; 2025Q2: 2,346 shares; 2025Q3: 2,351 shares; 2025Q4: 2,364 shares 2,364 $1.34M 0.15% +13 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: not reported; 2024Q4: not reported; 2025Q1: 14,091 shares; 2025Q2: 13,968 shares; 2025Q3: 14,629 shares; 2025Q4: 14,294 shares 14,294 $1.33M 0.14% -335 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: 19,929 shares; 2024Q4: 22,352 shares; 2025Q1: 35,769 shares; 2025Q2: 36,036 shares; 2025Q3: 37,155 shares; 2025Q4: 36,394 shares 36,394 $1.32M 0.14% -761 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: 2,549 shares; 2024Q4: 2,563 shares; 2025Q1: 3,654 shares; 2025Q2: 3,647 shares; 2025Q3: 3,582 shares; 2025Q4: 3,691 shares 3,691 $1.29M 0.14% +109 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,278 shares; 2025Q2: 22,955 shares; 2025Q3: 23,042 shares; 2025Q4: 23,665 shares 23,665 $1.29M 0.14% +623 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 5,487 shares; 2025Q1: 5,263 shares; 2025Q2: 5,927 shares; 2025Q3: 5,888 shares; 2025Q4: 5,823 shares 5,823 $1.28M 0.14% -65 Timeline PAVE 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: 24,996 shares; 2025Q2: 26,089 shares; 2025Q3: 26,484 shares; 2025Q4: 26,765 shares 26,765 $1.28M 0.14% +281 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: 18,071 shares; 2024Q4: 18,222 shares; 2025Q1: 13,340 shares; 2025Q2: 13,998 shares; 2025Q3: 13,936 shares; 2025Q4: 11,159 shares 11,159 $1.27M 0.14% -2,777 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,601 shares; 2025Q2: 37,560 shares; 2025Q3: 39,279 shares; 2025Q4: 41,513 shares 41,513 $1.27M 0.14% +2,234 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: 10,906 shares; 2024Q4: 8,092 shares; 2025Q1: 8,330 shares; 2025Q2: 8,344 shares; 2025Q3: 9,233 shares; 2025Q4: 8,818 shares 8,818 $1.27M 0.14% -415 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: 17,487 shares; 2024Q4: 21,101 shares; 2025Q1: 34,722 shares; 2025Q2: 34,575 shares; 2025Q3: 41,615 shares; 2025Q4: 25,944 shares 25,944 $1.25M 0.14% -15,671 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 17,330 shares; 2025Q2: 17,826 shares; 2025Q3: 17,887 shares; 2025Q4: 17,678 shares 17,678 $1.24M 0.13% -209 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: not reported; 2024Q4: not reported; 2025Q1: 5,803 shares; 2025Q2: 5,719 shares; 2025Q3: 5,894 shares; 2025Q4: 5,807 shares 5,807 $1.21M 0.13% -87 Timeline VELO VELO3D INC More: the full row for VELO3D 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: 67,932 shares; 2025Q4: 87,715 shares 87,715 $1.21M 0.13% +19,783 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,804 shares; 2025Q1: 2,886 shares; 2025Q2: 2,858 shares; 2025Q3: 2,912 shares; 2025Q4: 3,024 shares 3,024 $1.2M 0.13% +112 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,485 shares; 2025Q1: 12,721 shares; 2025Q2: 12,872 shares; 2025Q3: 14,391 shares; 2025Q4: 23,746 shares 23,746 $1.18M 0.13% +9,355 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: 4,286 shares; 2024Q4: 3,511 shares; 2025Q1: 7,628 shares; 2025Q2: 2,360 shares; 2025Q3: 2,501 shares; 2025Q4: 7,614 shares 7,614 $1.18M 0.13% +5,113 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 21,277 shares; 2025Q1: 26,691 shares; 2025Q2: 25,896 shares; 2025Q3: 15,150 shares; 2025Q4: 14,374 shares 14,374 $1.17M 0.13% -776 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 6,510 shares; 2025Q1: 6,054 shares; 2025Q2: 6,639 shares; 2025Q3: 6,535 shares; 2025Q4: 5,448 shares 5,448 $1.17M 0.13% -1,087 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,308 shares; 2025Q1: 5,420 shares; 2025Q2: 5,655 shares; 2025Q3: 4,904 shares; 2025Q4: 4,000 shares 4,000 $1.16M 0.13% -904 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: not reported; 2024Q4: not reported; 2025Q1: 5,339 shares; 2025Q2: 6,003 shares; 2025Q3: 6,048 shares; 2025Q4: 6,231 shares 6,231 $1.15M 0.12% +183 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,686 shares; 2024Q4: 20,008 shares; 2025Q1: not reported; 2025Q2: 6,573 shares; 2025Q3: 6,588 shares; 2025Q4: 19,453 shares 19,453 $1.13M 0.12% +12,865 Timeline MLN 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: 26,659 shares; 2025Q3: 47,046 shares; 2025Q4: 62,545 shares 62,545 $1.1M 0.12% +15,499 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: 7,873 shares; 2025Q2: 18,222 shares; 2025Q3: 20,894 shares; 2025Q4: 24,241 shares 24,241 $1.1M 0.12% +3,347 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,054 shares; 2025Q2: 48,132 shares; 2025Q3: 45,528 shares; 2025Q4: 41,556 shares 41,556 $1.09M 0.12% -3,972 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,179 shares; 2025Q2: 7,227 shares; 2025Q3: 7,242 shares; 2025Q4: 6,840 shares 6,840 $1.09M 0.12% -402 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: not reported; 2024Q4: not reported; 2025Q1: 6,376 shares; 2025Q2: 8,039 shares; 2025Q3: 7,236 shares; 2025Q4: 7,047 shares 7,047 $1.09M 0.12% -189 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: 11,424 shares; 2024Q4: 284,283 shares; 2025Q1: 9,404 shares; 2025Q2: 8,932 shares; 2025Q3: 8,572 shares; 2025Q4: 16,447 shares 16,447 $1.09M 0.12% +7,875 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,151 shares; 2025Q2: 8,748 shares; 2025Q3: 8,919 shares; 2025Q4: 8,425 shares 8,425 $1.08M 0.12% -494 Timeline CLOA 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: 16,080 shares; 2024Q4: 12,164 shares; 2025Q1: 5,289 shares; 2025Q2: 10,395 shares; 2025Q3: 12,631 shares; 2025Q4: 20,590 shares 20,590 $1.07M 0.12% +7,959 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,248 shares; 2024Q4: 15,771 shares; 2025Q1: 19,770 shares; 2025Q2: 24,612 shares; 2025Q3: 28,079 shares; 2025Q4: 32,507 shares 32,507 $1.06M 0.12% +4,428 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,445 shares; 2025Q4: 57,795 shares 57,795 $1.05M 0.11% +350 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,705 shares; 2025Q1: 11,023 shares; 2025Q2: 12,213 shares; 2025Q3: 11,761 shares; 2025Q4: 14,220 shares 14,220 $1.05M 0.11% +2,459 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,599 shares; 2025Q2: 17,992 shares; 2025Q3: 18,252 shares; 2025Q4: 17,032 shares 17,032 $1.03M 0.11% -1,220 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 8,877 shares; 2025Q4: 20,344 shares 20,344 $1.03M 0.11% +11,467 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,632 shares; 2025Q2: 4,767 shares; 2025Q3: 4,786 shares; 2025Q4: 4,509 shares 4,509 $1.03M 0.11% -277 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,948 shares; 2024Q4: 19,409 shares; 2025Q1: 25,924 shares; 2025Q2: 26,427 shares; 2025Q3: 46,450 shares; 2025Q4: 46,095 shares 46,095 $1.02M 0.11% -355 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,760 shares; 2024Q4: 10,255 shares; 2025Q1: 10,373 shares; 2025Q2: 12,648 shares; 2025Q3: 12,824 shares; 2025Q4: 10,351 shares 10,351 $1.01M 0.11% -2,473 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,410 shares; 2025Q2: 8,765 shares; 2025Q3: 8,969 shares; 2025Q4: 8,582 shares 8,582 $996K 0.11% -387 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,833 shares; 2025Q1: 6,756 shares; 2025Q2: 6,610 shares; 2025Q3: 6,780 shares; 2025Q4: 6,887 shares 6,887 $980K 0.11% +107 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: 1,388 shares; 2024Q4: not reported; 2025Q1: 5,332 shares; 2025Q2: 5,608 shares; 2025Q3: 6,302 shares; 2025Q4: 6,310 shares 6,310 $962K 0.1% +8 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 5,206 shares; 2025Q2: 9,346 shares; 2025Q3: 10,228 shares; 2025Q4: 9,672 shares 9,672 $955K 0.1% -556 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,599 shares; 2025Q1: 16,188 shares; 2025Q2: 16,515 shares; 2025Q3: 16,993 shares; 2025Q4: 16,452 shares 16,452 $949K 0.1% -541 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: not reported; 2024Q4: not reported; 2025Q1: 16,349 shares; 2025Q2: 17,968 shares; 2025Q3: 19,264 shares; 2025Q4: 14,737 shares 14,737 $939K 0.1% -4,527 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 6,187 shares; 2025Q1: 9,457 shares; 2025Q2: 9,457 shares; 2025Q3: 9,757 shares; 2025Q4: 9,326 shares 9,326 $936K 0.1% -431 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: 319 shares; 2024Q4: 322 shares; 2025Q1: 992 shares; 2025Q2: 920 shares; 2025Q3: 1,219 shares; 2025Q4: 6,067 shares 6,067 $929K 0.1% +4,848 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,005 shares; 2025Q2: 19,160 shares; 2025Q3: 19,027 shares; 2025Q4: 11,978 shares 11,978 $927K 0.1% -7,049 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: 12,190 shares; 2024Q4: 12,336 shares; 2025Q1: 12,218 shares; 2025Q2: 11,904 shares; 2025Q3: 11,536 shares; 2025Q4: 11,455 shares 11,455 $919K 0.1% -81 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: 27,355 shares; 2024Q4: 23,788 shares; 2025Q1: 23,031 shares; 2025Q2: 29,504 shares; 2025Q3: 44,327 shares; 2025Q4: 43,524 shares 43,524 $914K 0.1% -803 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: 8,728 shares; 2024Q4: 8,653 shares; 2025Q1: 11,012 shares; 2025Q2: 11,219 shares; 2025Q3: 19,487 shares; 2025Q4: 19,244 shares 19,244 $905K 0.1% -243 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: 942 shares; 2024Q4: 933 shares; 2025Q1: 2,672 shares; 2025Q2: 2,820 shares; 2025Q3: 2,838 shares; 2025Q4: 3,729 shares 3,729 $899K 0.1% +891 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,110 shares; 2025Q2: 10,508 shares; 2025Q3: 10,710 shares; 2025Q4: 10,179 shares 10,179 $887K 0.1% -531 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,652 shares; 2025Q2: 30,077 shares; 2025Q3: 32,107 shares; 2025Q4: 30,507 shares 30,507 $886K 0.1% -1,600 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: 12,446 shares; 2025Q1: 13,597 shares; 2025Q2: 23,967 shares; 2025Q3: 27,852 shares; 2025Q4: 27,933 shares 27,933 $885K 0.1% +81 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,471 shares; 2024Q4: 18,380 shares; 2025Q1: 13,348 shares; 2025Q2: 12,419 shares; 2025Q3: 12,825 shares; 2025Q4: 12,093 shares 12,093 $884K 0.1% -732 Timeline HYGW 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: 19,448 shares; 2025Q1: 21,365 shares; 2025Q2: 22,187 shares; 2025Q3: 26,838 shares; 2025Q4: 29,465 shares 29,465 $880K 0.1% +2,627 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,681 shares 8,681 $872K 0.09% new Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,652 shares; 2025Q1: 8,198 shares; 2025Q2: 8,207 shares; 2025Q3: 8,394 shares; 2025Q4: 8,354 shares 8,354 $864K 0.09% -40 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: 20,860 shares; 2024Q4: 20,756 shares; 2025Q1: 15,891 shares; 2025Q2: 15,326 shares; 2025Q3: 15,081 shares; 2025Q4: 14,270 shares 14,270 $858K 0.09% -811 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 11,565 shares; 2025Q1: 8,169 shares; 2025Q2: 7,839 shares; 2025Q3: 7,672 shares; 2025Q4: 7,085 shares 7,085 $848K 0.09% -587 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: 3,412 shares; 2024Q4: 40,826 shares; 2025Q1: 33,346 shares; 2025Q2: 24,060 shares; 2025Q3: 4,909 shares; 2025Q4: 7,083 shares 7,083 $846K 0.09% +2,174 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,669 shares; 2025Q2: 8,010 shares; 2025Q3: 8,290 shares; 2025Q4: 7,887 shares 7,887 $841K 0.09% -403 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,321 shares; 2024Q4: 20,560 shares; 2025Q1: 9,472 shares; 2025Q2: 9,322 shares; 2025Q3: 9,602 shares; 2025Q4: 10,081 shares 10,081 $841K 0.09% +479 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,089 shares; 2025Q2: 10,043 shares; 2025Q3: 10,120 shares; 2025Q4: 10,112 shares 10,112 $830K 0.09% -8 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,627 shares; 2025Q2: 5,750 shares; 2025Q3: 5,856 shares; 2025Q4: 5,771 shares 5,771 $828K 0.09% -85 Timeline CNDT CONDUENT INC More: the full row for CONDUENT 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: 297,590 shares; 2025Q2: 370,267 shares; 2025Q3: 426,418 shares; 2025Q4: 430,288 shares 430,288 $826K 0.09% +3,870 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,354 shares; 2025Q2: 17,944 shares; 2025Q3: 19,032 shares; 2025Q4: 18,093 shares 18,093 $826K 0.09% -939 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,054 shares; 2025Q4: 15,605 shares 15,605 $825K 0.09% +5,551 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: 10,263 shares; 2024Q4: 8,912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,887 shares; 2025Q4: 18,337 shares 18,337 $820K 0.09% +8,450 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,854 shares; 2025Q2: 34,888 shares; 2025Q3: 35,784 shares; 2025Q4: 34,180 shares 34,180 $817K 0.09% -1,604 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: 18,390 shares; 2024Q4: 18,483 shares; 2025Q1: 17,960 shares; 2025Q2: 17,598 shares; 2025Q3: 17,204 shares; 2025Q4: 16,072 shares 16,072 $791K 0.09% -1,132 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: 10,196 shares; 2024Q4: 11,067 shares; 2025Q1: 4,890 shares; 2025Q2: 5,846 shares; 2025Q3: 6,484 shares; 2025Q4: 7,326 shares 7,326 $785K 0.09% +842 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 8,817 shares; 2025Q2: 9,223 shares; 2025Q3: 9,462 shares; 2025Q4: 9,028 shares 9,028 $770K 0.08% -434 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,590 shares; 2025Q2: 7,905 shares; 2025Q3: 8,858 shares; 2025Q4: 8,559 shares 8,559 $769K 0.08% -299 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: 4,824 shares; 2024Q4: 4,853 shares; 2025Q1: 4,676 shares; 2025Q2: 4,581 shares; 2025Q3: 4,458 shares; 2025Q4: 4,147 shares 4,147 $768K 0.08% -311 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL 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: 16,256 shares; 2025Q2: 17,085 shares; 2025Q3: 18,881 shares; 2025Q4: 17,948 shares 17,948 $762K 0.08% -933 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,079 shares; 2025Q2: 2,963 shares; 2025Q3: 2,912 shares; 2025Q4: 2,790 shares 2,790 $762K 0.08% -122 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 5,269 shares; 2025Q2: 5,445 shares; 2025Q3: 5,605 shares; 2025Q4: 5,377 shares 5,377 $752K 0.08% -228 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: 36,909 shares; 2024Q4: 32,307 shares; 2025Q1: 34,641 shares; 2025Q2: 35,408 shares; 2025Q3: 34,694 shares; 2025Q4: 33,446 shares 33,446 $748K 0.08% -1,248 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,475 shares; 2025Q2: 8,694 shares; 2025Q3: 9,036 shares; 2025Q4: 8,716 shares 8,716 $746K 0.08% -320 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,955 shares; 2025Q2: 43,986 shares; 2025Q3: 43,060 shares; 2025Q4: 40,186 shares 40,186 $742K 0.08% -2,874 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,335 shares; 2024Q4: 21,029 shares; 2025Q1: 20,238 shares; 2025Q2: 20,241 shares; 2025Q3: 30,335 shares; 2025Q4: 30,229 shares 30,229 $735K 0.08% -106 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,184 shares; 2025Q1: 20,409 shares; 2025Q2: 20,170 shares; 2025Q3: 20,344 shares; 2025Q4: 18,663 shares 18,663 $728K 0.08% -1,681 Timeline IGEB 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: 23,659 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,721 shares; 2025Q3: 12,676 shares; 2025Q4: 15,920 shares 15,920 $727K 0.08% +3,244 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: 18,995 shares; 2024Q4: 16,828 shares; 2025Q1: 16,205 shares; 2025Q2: 16,209 shares; 2025Q3: 23,528 shares; 2025Q4: 23,453 shares 23,453 $726K 0.08% -75 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,124 shares; 2024Q4: 46,618 shares; 2025Q1: 33,551 shares; 2025Q2: 28,984 shares; 2025Q3: 29,754 shares; 2025Q4: 27,788 shares 27,788 $722K 0.08% -1,966 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-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: 32,098 shares; 2025Q2: 31,128 shares; 2025Q3: 30,310 shares; 2025Q4: 28,039 shares 28,039 $722K 0.08% -2,271 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: not reported; 2024Q4: 3,415 shares; 2025Q1: 9,648 shares; 2025Q2: 195,595 shares; 2025Q3: 10,263 shares; 2025Q4: 8,703 shares 8,703 $721K 0.08% -1,560 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: 6,053 shares; 2024Q4: 6,091 shares; 2025Q1: 6,474 shares; 2025Q2: 6,218 shares; 2025Q3: 6,097 shares; 2025Q4: 5,692 shares 5,692 $721K 0.08% -405 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 25,561 shares; 2025Q2: 26,079 shares; 2025Q3: 26,896 shares; 2025Q4: 25,817 shares 25,817 $718K 0.08% -1,079 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,540 shares; 2025Q2: 13,230 shares; 2025Q3: 13,903 shares; 2025Q4: 15,224 shares 15,224 $716K 0.08% +1,321 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,738 shares; 2025Q2: 13,384 shares; 2025Q3: 13,444 shares; 2025Q4: 12,470 shares 12,470 $714K 0.08% -974 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 28,874 shares; 2025Q2: 30,323 shares; 2025Q3: 31,939 shares; 2025Q4: 37,126 shares 37,126 $703K 0.08% +5,187 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,417 shares; 2024Q4: 37,311 shares; 2025Q1: 29,162 shares; 2025Q2: 33,200 shares; 2025Q3: 32,486 shares; 2025Q4: 30,463 shares 30,463 $701K 0.08% -2,023 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,792 shares; 2025Q2: 11,331 shares; 2025Q3: 10,997 shares; 2025Q4: 10,199 shares 10,199 $701K 0.08% -798 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares; 2025Q2: 2,381 shares; 2025Q3: 2,514 shares; 2025Q4: 2,425 shares 2,425 $701K 0.08% -89 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: 1,136 shares; 2024Q4: 1,137 shares; 2025Q1: 1,966 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,944 shares 1,944 $683K 0.07% +1 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: 9,300 shares; 2024Q4: 27,757 shares; 2025Q1: 26,004 shares; 2025Q2: 27,345 shares; 2025Q3: 25,119 shares; 2025Q4: 24,808 shares 24,808 $680K 0.07% -311 Timeline LGHT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,678 shares; 2025Q1: 51,432 shares; 2025Q2: 62,660 shares; 2025Q3: 65,008 shares; 2025Q4: 67,691 shares 67,691 $677K 0.07% +2,683 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,926 shares; 2025Q2: 4,752 shares; 2025Q3: 4,662 shares; 2025Q4: 4,348 shares 4,348 $673K 0.07% -314 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,441 shares; 2025Q2: 7,063 shares; 2025Q3: 7,099 shares; 2025Q4: 4,845 shares 4,845 $668K 0.07% -2,254 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,633 shares; 2025Q2: 11,300 shares; 2025Q3: 11,083 shares; 2025Q4: 10,379 shares 10,379 $668K 0.07% -704 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: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 245 shares; 2025Q3: 251 shares; 2025Q4: 331 shares 331 $667K 0.07% +80 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,407 shares 7,407 $665K 0.07% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN 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: 11,595 shares; 2025Q2: 11,827 shares; 2025Q3: 11,601 shares; 2025Q4: 10,517 shares 10,517 $646K 0.07% -1,084 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,434 shares; 2025Q1: 6,496 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,831 shares 7,831 $632K 0.07% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,054 shares; 2024Q4: 5,505 shares; 2025Q1: 5,267 shares; 2025Q2: 6,357 shares; 2025Q3: 7,589 shares; 2025Q4: 6,503 shares 6,503 $625K 0.07% -1,086 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: not reported; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: 564 shares; 2025Q3: 563 shares; 2025Q4: 567 shares 567 $607K 0.07% +4 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY 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: 9,906 shares; 2025Q2: 9,543 shares; 2025Q3: 9,402 shares; 2025Q4: 7,943 shares 7,943 $572K 0.06% -1,459 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,688 shares; 2025Q2: 9,248 shares; 2025Q3: 11,543 shares; 2025Q4: 10,182 shares 10,182 $561K 0.06% -1,361 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,924 shares; 2025Q2: 12,856 shares; 2025Q3: 12,856 shares; 2025Q4: 13,256 shares 13,256 $550K 0.06% +400 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $550K 0.06% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 35,515 shares; 2025Q2: 31,051 shares; 2025Q3: 30,869 shares; 2025Q4: 19,609 shares 19,609 $549K 0.06% -11,260 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,137 shares 21,137 $546K 0.06% new Timeline ICVT 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: 6,067 shares; 2024Q4: 10,244 shares; 2025Q1: 7,971 shares; 2025Q2: 4,431 shares; 2025Q3: 5,143 shares; 2025Q4: 5,290 shares 5,290 $521K 0.06% +147 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,509 shares; 2025Q2: 4,415 shares; 2025Q3: 4,707 shares; 2025Q4: 3,674 shares 3,674 $510K 0.06% -1,033 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,335 shares; 2025Q2: 22,553 shares; 2025Q3: 22,229 shares; 2025Q4: 16,719 shares 16,719 $496K 0.05% -5,510 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 10,149 shares; 2025Q2: 9,885 shares; 2025Q3: 9,747 shares; 2025Q4: 7,091 shares 7,091 $489K 0.05% -2,656 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: 2,403 shares; 2024Q4: 2,416 shares; 2025Q1: 2,197 shares; 2025Q2: 2,143 shares; 2025Q3: 2,141 shares; 2025Q4: 2,640 shares 2,640 $484K 0.05% +499 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,317 shares; 2024Q4: 64,689 shares; 2025Q1: 10,322 shares; 2025Q2: 10,815 shares; 2025Q3: 1,757 shares; 2025Q4: 1,574 shares 1,574 $476K 0.05% -183 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 53,676 shares; 2025Q2: 43,007 shares; 2025Q3: 37,290 shares; 2025Q4: 13,861 shares 13,861 $467K 0.05% -23,429 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: 1,303 shares; 2024Q4: 1,514 shares; 2025Q1: 1,451 shares; 2025Q2: 1,545 shares; 2025Q3: 1,468 shares; 2025Q4: 1,791 shares 1,791 $462K 0.05% +323 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 2,442 shares; 2025Q3: 2,456 shares; 2025Q4: 1,763 shares 1,763 $461K 0.05% -693 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,036 shares 13,036 $458K 0.05% new 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: 1,493 shares; 2024Q4: 1,455 shares; 2025Q1: 1,008 shares; 2025Q2: 1,420 shares; 2025Q3: 1,421 shares; 2025Q4: 1,491 shares 1,491 $456K 0.05% +70 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: 64,938 shares; 2024Q4: 54,655 shares; 2025Q1: 9,315 shares; 2025Q2: 14,436 shares; 2025Q3: 16,265 shares; 2025Q4: 17,795 shares 17,795 $443K 0.05% +1,530 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: 651 shares; 2024Q4: 663 shares; 2025Q1: 1,074 shares; 2025Q2: 765 shares; 2025Q3: 739 shares; 2025Q4: 753 shares 753 $431K 0.05% +14 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: 8,381 shares; 2025Q1: 8,006 shares; 2025Q2: 7,406 shares; 2025Q3: 7,236 shares; 2025Q4: 6,185 shares 6,185 $430K 0.05% -1,051 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 2,421 shares; 2025Q3: 2,420 shares; 2025Q4: 2,438 shares 2,438 $413K 0.04% +18 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,747 shares; 2025Q3: 4,776 shares; 2025Q4: 4,411 shares 4,411 $403K 0.04% -365 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: not reported; 2024Q4: not reported; 2025Q1: 6,288 shares; 2025Q2: 6,309 shares; 2025Q3: 7,673 shares; 2025Q4: 7,516 shares 7,516 $397K 0.04% -157 Timeline UDR UDR INC More: the full row for UDR 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: 16,769 shares; 2025Q2: 16,818 shares; 2025Q3: 16,752 shares; 2025Q4: 10,827 shares 10,827 $397K 0.04% -5,925 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: 108,145 shares; 2024Q4: 109,063 shares; 2025Q1: 19,730 shares; 2025Q2: 18,878 shares; 2025Q3: 5,084 shares; 2025Q4: 4,488 shares 4,488 $397K 0.04% -596 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,380 shares; 2025Q2: 3,346 shares; 2025Q3: 3,291 shares; 2025Q4: 2,187 shares 2,187 $397K 0.04% -1,104 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: not reported; 2024Q4: not reported; 2025Q1: 6,707 shares; 2025Q2: 6,246 shares; 2025Q3: 6,300 shares; 2025Q4: 7,696 shares 7,696 $392K 0.04% +1,396 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 2,114 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares 2,140 $391K 0.04% 0 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: 2,888 shares; 2024Q4: 2,799 shares; 2025Q1: 1,849 shares; 2025Q2: 1,861 shares; 2025Q3: 1,729 shares; 2025Q4: 1,849 shares 1,849 $360K 0.04% +120 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,344 shares; 2025Q2: 47,302 shares; 2025Q3: 66,675 shares; 2025Q4: 38,896 shares 38,896 $359K 0.04% -27,779 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,212 shares 1,212 $352K 0.04% +449 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,178 shares; 2024Q4: 31,761 shares; 2025Q1: 6,216 shares; 2025Q2: 6,162 shares; 2025Q3: 1,806 shares; 2025Q4: 1,642 shares 1,642 $348K 0.04% -164 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: 10,290 shares; 2024Q4: 9,466 shares; 2025Q1: 1,751 shares; 2025Q2: 1,829 shares; 2025Q3: 1,784 shares; 2025Q4: 1,680 shares 1,680 $348K 0.04% -104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,119 shares; 2025Q4: 1,170 shares 1,170 $347K 0.04% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,285 shares; 2025Q3: 9,426 shares; 2025Q4: 5,421 shares 5,421 $345K 0.04% -4,005 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,485 shares 3,485 $336K 0.04% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,518 shares; 2025Q1: 7,509 shares; 2025Q2: 7,829 shares; 2025Q3: 7,878 shares; 2025Q4: 7,927 shares 7,927 $331K 0.04% +49 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: 1,361 shares; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 2,282 shares; 2025Q3: 1,876 shares; 2025Q4: 1,513 shares 1,513 $324K 0.04% -363 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: 2,222 shares; 2024Q4: 2,218 shares; 2025Q1: 2,064 shares; 2025Q2: 2,466 shares; 2025Q3: 2,455 shares; 2025Q4: 2,575 shares 2,575 $323K 0.04% +120 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 3,532 shares; 2025Q1: 3,192 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,632 shares 2,632 $321K 0.03% -160 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,504 shares; 2025Q4: 1,540 shares 1,540 $316K 0.03% +36 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: not reported; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: 3,641 shares; 2025Q4: 4,098 shares 4,098 $316K 0.03% +457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,103 shares 1,103 $315K 0.03% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,510 shares; 2025Q3: 4,041 shares; 2025Q4: 7,353 shares 7,353 $314K 0.03% +3,312 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: 2,583 shares; 2024Q4: 3,054 shares; 2025Q1: 2,796 shares; 2025Q2: 2,808 shares; 2025Q3: 2,632 shares; 2025Q4: 2,662 shares 2,662 $312K 0.03% +30 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: 9,330 shares; 2024Q4: 8,732 shares; 2025Q1: 1,792 shares; 2025Q2: 1,802 shares; 2025Q3: 1,808 shares; 2025Q4: 1,865 shares 1,865 $304K 0.03% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,394 shares 1,394 $303K 0.03% +384 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,829 shares 5,829 $294K 0.03% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,525 shares; 2025Q3: 8,969 shares; 2025Q4: 10,862 shares 10,862 $287K 0.03% +1,893 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: 3,062 shares; 2024Q4: 3,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares 2,649 $279K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,003 shares 2,003 $279K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 50 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $278K 0.03% 0 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: 4,256 shares; 2024Q4: 2,932 shares; 2025Q1: 7,894 shares; 2025Q2: 3,650 shares; 2025Q3: 2,938 shares; 2025Q4: 3,734 shares 3,734 $277K 0.03% +796 Timeline SCHR 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: 10,937 shares 10,937 $274K 0.03% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares 1,054 $259K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 847 shares; 2025Q1: 751 shares; 2025Q2: 826 shares; 2025Q3: 783 shares; 2025Q4: 774 shares 774 $253K 0.03% -9 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535 $253K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,595 shares; 2025Q3: 3,738 shares; 2025Q4: 3,600 shares 3,600 $251K 0.03% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 776 shares; 2025Q4: 818 shares 818 $249K 0.03% +42 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,449 shares; 2025Q3: 2,467 shares; 2025Q4: 2,491 shares 2,491 $247K 0.03% +24 Timeline IFRA 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: 54,316 shares; 2024Q4: 56,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,834 shares; 2025Q4: 4,684 shares 4,684 $246K 0.03% +850 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,756 shares 3,756 $242K 0.03% new 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: 6,401 shares; 2024Q4: 6,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,952 shares; 2025Q4: 4,345 shares 4,345 $239K 0.03% +393 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,672 shares; 2024Q4: 47,068 shares; 2025Q1: 38,684 shares; 2025Q2: 1,421 shares; 2025Q3: 1,373 shares; 2025Q4: 1,266 shares 1,266 $234K 0.03% -107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 762 shares; 2025Q4: 727 shares 727 $232K 0.03% -35 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,237 shares; 2025Q4: 3,069 shares 3,069 $232K 0.03% -168 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: 974 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 850 shares; 2025Q4: 848 shares 848 $230K 0.02% -2 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: 3,900 shares; 2024Q4: 2,588 shares; 2025Q1: not reported; 2025Q2: 2,666 shares; 2025Q3: 2,124 shares; 2025Q4: 2,213 shares 2,213 $221K 0.02% +89 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 2,129 shares; 2025Q4: 2,129 shares 2,129 $221K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,202 shares; 2025Q4: 1,304 shares 1,304 $211K 0.02% +102 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,759 shares; 2024Q4: 30,869 shares; 2025Q1: 18,778 shares; 2025Q2: 17,319 shares; 2025Q3: 18,474 shares; 2025Q4: 14,122 shares 14,122 $209K 0.02% -4,352 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares 157 $209K 0.02% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,426 shares; 2025Q4: 2,340 shares 2,340 $209K 0.02% -86 Timeline SCHH 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: 11,462 shares; 2025Q4: 9,952 shares 9,952 $208K 0.02% -1,510 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: 915 shares; 2024Q4: 897 shares; 2025Q1: 720 shares; 2025Q2: 714 shares; 2025Q3: 713 shares; 2025Q4: 659 shares 659 $206K 0.02% -54 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 12,376 shares; 2025Q1: 12,351 shares; 2025Q2: 12,351 shares; 2025Q3: 12,351 shares; 2025Q4: 13,151 shares 13,151 $102K 0.01% +800 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 40,500 shares; 2025Q4: 36,000 shares 36,000 $101K 0.01% -4,500 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,850 shares 11,850 $85K 0.01% new Timeline NYXH NYXOAH S A More: the full row for NYXOAH S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,271 shares; 2025Q3: 16,271 shares; 2025Q4: 16,271 shares 16,271 $74.8K 0.01% 0 Timeline MRKR MARKER THERAPEUTICS INC More: the full row for MARKER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,237 shares; 2025Q1: 23,400 shares; 2025Q2: 23,400 shares; 2025Q3: 29,000 shares; 2025Q4: 27,000 shares 27,000 $40.2K <0.01% -2,000 Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES 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: 19,000 shares; 2025Q2: 23,400 shares; 2025Q3: 22,500 shares; 2025Q4: 42,506 shares 42,506 $32.2K <0.01% +20,006 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,861 shares; 2025Q3: 25,079 shares; 2025Q4: 25,079 shares 25,079 $20.8K <0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,100 shares 11,100 $8.38K <0.01% new Timeline