SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461,997 shares; 2024Q4: 2,516,645 shares; 2025Q1: 2,558,258 shares; 2025Q2: 2,644,937 shares; 2025Q3: 2,667,060 shares; 2025Q4: 2,788,428 shares 2,788,428 $388M 12.81% +121,368 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: 1,153,657 shares; 2024Q4: 1,201,685 shares; 2025Q1: 1,241,673 shares; 2025Q2: 1,273,264 shares; 2025Q3: 1,288,827 shares; 2025Q4: 1,318,257 shares 1,318,257 $290M 9.57% +29,430 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,251 shares; 2024Q4: 450,194 shares; 2025Q1: 473,613 shares; 2025Q2: 481,349 shares; 2025Q3: 497,237 shares; 2025Q4: 508,271 shares 508,271 $170M 5.63% +11,034 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: 477,201 shares; 2024Q4: 477,566 shares; 2025Q1: 479,103 shares; 2025Q2: 477,842 shares; 2025Q3: 480,339 shares; 2025Q4: 514,867 shares 514,867 $161M 5.32% +34,528 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: 485,289 shares; 2024Q4: 494,220 shares; 2025Q1: 495,951 shares; 2025Q2: 493,722 shares; 2025Q3: 459,393 shares; 2025Q4: 486,809 shares 486,809 $153M 5.04% +27,416 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: 895,371 shares; 2024Q4: 922,665 shares; 2025Q1: 947,143 shares; 2025Q2: 969,159 shares; 2025Q3: 977,909 shares; 2025Q4: 1,027,796 shares 1,027,796 $148M 4.87% +49,887 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: 363,854 shares; 2024Q4: 381,640 shares; 2025Q1: 398,363 shares; 2025Q2: 422,165 shares; 2025Q3: 429,499 shares; 2025Q4: 465,531 shares 465,531 $135M 4.46% +36,032 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: 407,584 shares; 2024Q4: 410,573 shares; 2025Q1: 405,162 shares; 2025Q2: 419,132 shares; 2025Q3: 435,529 shares; 2025Q4: 450,300 shares 450,300 $122M 4.04% +14,771 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: 113,378 shares; 2024Q4: 117,196 shares; 2025Q1: 116,833 shares; 2025Q2: 114,155 shares; 2025Q3: 113,594 shares; 2025Q4: 134,670 shares 134,670 $91.8M 3.03% +21,076 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,861 shares; 2024Q4: 118,083 shares; 2025Q1: 122,874 shares; 2025Q2: 132,618 shares; 2025Q3: 137,787 shares; 2025Q4: 144,513 shares 144,513 $64.2M 2.12% +6,726 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: 95,231 shares; 2024Q4: 96,793 shares; 2025Q1: 98,136 shares; 2025Q2: 100,826 shares; 2025Q3: 106,199 shares; 2025Q4: 117,913 shares 117,913 $57M 1.88% +11,714 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: 157,106 shares; 2024Q4: 181,655 shares; 2025Q1: 189,960 shares; 2025Q2: 186,730 shares; 2025Q3: 189,246 shares; 2025Q4: 202,242 shares 202,242 $52.2M 1.72% +12,996 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,617 shares; 2024Q4: 484,036 shares; 2025Q1: 493,517 shares; 2025Q2: 506,929 shares; 2025Q3: 508,196 shares; 2025Q4: 501,866 shares 501,866 $48.6M 1.61% -6,330 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,627 shares; 2024Q4: 665,654 shares; 2025Q1: 695,628 shares; 2025Q2: 724,343 shares; 2025Q3: 731,470 shares; 2025Q4: 792,905 shares 792,905 $47.2M 1.56% +61,435 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: 157,724 shares; 2024Q4: 158,456 shares; 2025Q1: 164,498 shares; 2025Q2: 169,297 shares; 2025Q3: 183,976 shares; 2025Q4: 182,952 shares 182,952 $42.2M 1.39% -1,024 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: 168,551 shares; 2024Q4: 224,939 shares; 2025Q1: 258,033 shares; 2025Q2: 388,074 shares; 2025Q3: 434,584 shares; 2025Q4: 510,895 shares 510,895 $38.5M 1.27% +76,311 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: 63,147 shares; 2024Q4: 68,310 shares; 2025Q1: 72,144 shares; 2025Q2: 72,969 shares; 2025Q3: 77,973 shares; 2025Q4: 78,164 shares 78,164 $38.1M 1.26% +191 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: 46,010 shares; 2024Q4: 46,448 shares; 2025Q1: 46,733 shares; 2025Q2: 46,501 shares; 2025Q3: 52,436 shares; 2025Q4: 55,738 shares 55,738 $36.8M 1.21% +3,302 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: 58,885 shares; 2024Q4: 60,877 shares; 2025Q1: 60,790 shares; 2025Q2: 71,366 shares; 2025Q3: 154,124 shares; 2025Q4: 162,694 shares 162,694 $30.3M 1% +8,570 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: 97,153 shares; 2024Q4: 96,872 shares; 2025Q1: 98,218 shares; 2025Q2: 97,027 shares; 2025Q3: 97,431 shares; 2025Q4: 191,586 shares 191,586 $27.6M 0.91% +94,155 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,994 shares; 2024Q4: 165,598 shares; 2025Q1: 175,742 shares; 2025Q2: 175,932 shares; 2025Q3: 176,241 shares; 2025Q4: 176,599 shares 176,599 $26.3M 0.87% +358 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: 28,583 shares; 2024Q4: 35,193 shares; 2025Q1: 36,640 shares; 2025Q2: 39,118 shares; 2025Q3: 40,471 shares; 2025Q4: 41,185 shares 41,185 $25.8M 0.85% +714 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,890 shares; 2024Q4: 26,842 shares; 2025Q1: 27,904 shares; 2025Q2: 206,396 shares; 2025Q3: 235,218 shares; 2025Q4: 236,654 shares 236,654 $23.9M 0.79% +1,436 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: 24,033 shares; 2024Q4: 25,589 shares; 2025Q1: 25,841 shares; 2025Q2: 26,770 shares; 2025Q3: 34,343 shares; 2025Q4: 36,033 shares 36,033 $22.1M 0.73% +1,690 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,784 shares; 2024Q4: 700,564 shares; 2025Q1: 683,265 shares; 2025Q2: 658,913 shares; 2025Q3: 629,773 shares; 2025Q4: 745,247 shares 745,247 $18.8M 0.62% +115,474 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: 47,559 shares; 2024Q4: 49,504 shares; 2025Q1: 51,603 shares; 2025Q2: 53,946 shares; 2025Q3: 57,423 shares; 2025Q4: 58,022 shares 58,022 $18.7M 0.62% +599 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,241 shares; 2024Q4: 154,710 shares; 2025Q1: 158,550 shares; 2025Q2: 165,155 shares; 2025Q3: 168,357 shares; 2025Q4: 246,178 shares 246,178 $18.1M 0.6% +77,821 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: 24,903 shares; 2024Q4: 25,057 shares; 2025Q1: 27,653 shares; 2025Q2: 31,333 shares; 2025Q3: 32,198 shares; 2025Q4: 34,550 shares 34,550 $17.4M 0.57% +2,352 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,353 shares; 2024Q4: 116,563 shares; 2025Q1: 127,581 shares; 2025Q2: 131,791 shares; 2025Q3: 134,100 shares; 2025Q4: 135,497 shares 135,497 $16.5M 0.54% +1,397 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: 71,175 shares; 2024Q4: 71,606 shares; 2025Q1: 74,132 shares; 2025Q2: 75,087 shares; 2025Q3: 78,050 shares; 2025Q4: 78,359 shares 78,359 $16.2M 0.54% +309 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: 171,038 shares; 2024Q4: 196,770 shares; 2025Q1: 211,325 shares; 2025Q2: 237,023 shares; 2025Q3: 238,569 shares; 2025Q4: 236,607 shares 236,607 $13M 0.43% -1,962 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: 4,830 shares; 2024Q4: 6,026 shares; 2025Q1: 6,655 shares; 2025Q2: 6,869 shares; 2025Q3: 10,845 shares; 2025Q4: 11,199 shares 11,199 $12M 0.4% +354 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 15,821 shares; 2025Q1: 20,026 shares; 2025Q2: 49,937 shares; 2025Q3: 74,369 shares; 2025Q4: 132,287 shares 132,287 $11.9M 0.39% +57,918 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,320 shares; 2024Q4: 78,677 shares; 2025Q1: 78,686 shares; 2025Q2: 79,952 shares; 2025Q3: 79,967 shares; 2025Q4: 79,232 shares 79,232 $11.5M 0.38% -735 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: 18,362 shares; 2024Q4: 18,724 shares; 2025Q1: 22,361 shares; 2025Q2: 27,577 shares; 2025Q3: 27,656 shares; 2025Q4: 27,723 shares 27,723 $11M 0.36% +67 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: 38,811 shares; 2024Q4: 38,092 shares; 2025Q1: 38,280 shares; 2025Q2: 49,452 shares; 2025Q3: 50,316 shares; 2025Q4: 50,737 shares 50,737 $10.7M 0.35% +421 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,491 shares; 2024Q4: 48,567 shares; 2025Q1: 48,524 shares; 2025Q2: 49,357 shares; 2025Q3: 49,357 shares; 2025Q4: 49,357 shares 49,357 $10.3M 0.34% 0 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: 67,171 shares; 2024Q4: 67,171 shares; 2025Q1: 66,987 shares; 2025Q2: 68,216 shares; 2025Q3: 71,247 shares; 2025Q4: 71,835 shares 71,835 $10.3M 0.34% +588 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: 12,408 shares; 2024Q4: 12,481 shares; 2025Q1: 13,449 shares; 2025Q2: 14,095 shares; 2025Q3: 14,197 shares; 2025Q4: 14,480 shares 14,480 $9.92M 0.33% +283 Timeline VT 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: 57,594 shares; 2024Q4: 57,541 shares; 2025Q1: 59,881 shares; 2025Q2: 62,141 shares; 2025Q3: 65,928 shares; 2025Q4: 69,802 shares 69,802 $9.85M 0.33% +3,874 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,307 shares; 2024Q4: 80,273 shares; 2025Q1: 88,841 shares; 2025Q2: 89,189 shares; 2025Q3: 107,166 shares; 2025Q4: 113,799 shares 113,799 $8.86M 0.29% +6,633 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,972 shares; 2024Q4: 34,972 shares; 2025Q1: 41,572 shares; 2025Q2: 42,172 shares; 2025Q3: 42,172 shares; 2025Q4: 44,822 shares 44,822 $8.82M 0.29% +2,650 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,032 shares; 2025Q1: 6,013 shares; 2025Q2: 7,071 shares; 2025Q3: 9,177 shares; 2025Q4: 93,993 shares 93,993 $8.81M 0.29% +84,816 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,795 shares; 2024Q4: 48,030 shares; 2025Q1: 48,498 shares; 2025Q2: 48,383 shares; 2025Q3: 48,409 shares; 2025Q4: 48,609 shares 48,609 $8.63M 0.28% +200 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: 9,315 shares; 2024Q4: 9,532 shares; 2025Q1: 9,182 shares; 2025Q2: 9,533 shares; 2025Q3: 9,741 shares; 2025Q4: 9,688 shares 9,688 $8.52M 0.28% -53 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: 69,825 shares; 2024Q4: 68,232 shares; 2025Q1: 66,755 shares; 2025Q2: 70,535 shares; 2025Q3: 70,557 shares; 2025Q4: 70,597 shares 70,597 $8.5M 0.28% +40 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,050 shares; 2024Q4: 286,550 shares; 2025Q1: 275,050 shares; 2025Q2: 268,650 shares; 2025Q3: 260,150 shares; 2025Q4: 255,150 shares 255,150 $7.83M 0.26% -5,000 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 18,719 shares; 2025Q1: 19,437 shares; 2025Q2: 19,437 shares; 2025Q3: 19,339 shares; 2025Q4: 18,853 shares 18,853 $7.78M 0.26% -486 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,996 shares; 2024Q4: 128,170 shares; 2025Q1: 128,333 shares; 2025Q2: 128,509 shares; 2025Q3: 128,660 shares; 2025Q4: 128,831 shares 128,831 $7.78M 0.26% +171 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,815 shares 22,815 $7.71M 0.25% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 9,206 shares; 2025Q1: 9,212 shares; 2025Q2: 9,702 shares; 2025Q3: 9,709 shares; 2025Q4: 9,790 shares 9,790 $7.38M 0.24% +81 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,911 shares; 2024Q4: 424,238 shares; 2025Q1: 410,205 shares; 2025Q2: 355,148 shares; 2025Q3: 265,098 shares; 2025Q4: 175,098 shares 175,098 $6.85M 0.23% -90,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,799 shares; 2025Q1: 4,332 shares; 2025Q2: 4,655 shares; 2025Q3: 8,119 shares; 2025Q4: 7,923 shares 7,923 $6.83M 0.23% -196 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: 10,752 shares; 2024Q4: 13,564 shares; 2025Q1: 19,169 shares; 2025Q2: 26,399 shares; 2025Q3: 26,086 shares; 2025Q4: 34,142 shares 34,142 $6.52M 0.22% +8,056 Timeline DIBS 1STDIBS COM INC More: the full row for 1STDIBS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,612 shares; 2024Q4: 687,210 shares; 2025Q1: 687,210 shares; 2025Q2: 537,210 shares; 2025Q3: 695,379 shares; 2025Q4: 1,067,746 shares 1,067,746 $6.4M 0.21% +372,367 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,006 shares; 2024Q4: 26,404 shares; 2025Q1: 36,002 shares; 2025Q2: 39,397 shares; 2025Q3: 39,325 shares; 2025Q4: 56,294 shares 56,294 $6.01M 0.2% +16,969 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: 11,420 shares; 2024Q4: 11,840 shares; 2025Q1: 11,632 shares; 2025Q2: 12,538 shares; 2025Q3: 12,432 shares; 2025Q4: 12,400 shares 12,400 $5.87M 0.19% -32 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,594 shares; 2024Q4: 16,984 shares; 2025Q1: 17,759 shares; 2025Q2: 18,889 shares; 2025Q3: 19,186 shares; 2025Q4: 19,651 shares 19,651 $5.82M 0.19% +465 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: 11,702 shares; 2024Q4: 12,285 shares; 2025Q1: 12,591 shares; 2025Q2: 13,282 shares; 2025Q3: 16,343 shares; 2025Q4: 16,635 shares 16,635 $5.72M 0.19% +292 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: 16,709 shares; 2024Q4: 18,346 shares; 2025Q1: 18,370 shares; 2025Q2: 18,480 shares; 2025Q3: 18,574 shares; 2025Q4: 18,615 shares 18,615 $5.62M 0.19% +41 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: 45,156 shares; 2024Q4: 45,477 shares; 2025Q1: 46,844 shares; 2025Q2: 46,630 shares; 2025Q3: 57,328 shares; 2025Q4: 59,189 shares 59,189 $5.52M 0.18% +1,861 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,843 shares; 2024Q4: 9,843 shares; 2025Q1: 10,224 shares; 2025Q2: 11,727 shares; 2025Q3: 13,774 shares; 2025Q4: 13,886 shares 13,886 $5.14M 0.17% +112 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: 11,770 shares; 2024Q4: 11,385 shares; 2025Q1: 11,941 shares; 2025Q2: 11,426 shares; 2025Q3: 13,226 shares; 2025Q4: 14,581 shares 14,581 $5.05M 0.17% +1,355 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: 33,684 shares; 2024Q4: 38,576 shares; 2025Q1: 42,477 shares; 2025Q2: 42,602 shares; 2025Q3: 42,840 shares; 2025Q4: 47,089 shares 47,089 $5.04M 0.17% +4,249 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 7,188 shares; 2025Q3: 7,188 shares; 2025Q4: 99,486 shares 99,486 $4.64M 0.15% +92,298 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: 33,534 shares; 2024Q4: 33,557 shares; 2025Q1: 34,657 shares; 2025Q2: 34,733 shares; 2025Q3: 39,385 shares; 2025Q4: 38,943 shares 38,943 $4.52M 0.15% -442 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: 19,084 shares; 2025Q1: 19,668 shares; 2025Q2: 23,251 shares; 2025Q3: 27,427 shares; 2025Q4: 29,008 shares 29,008 $4.47M 0.15% +1,581 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: 29,351 shares; 2024Q4: 29,691 shares; 2025Q1: 31,168 shares; 2025Q2: 32,418 shares; 2025Q3: 38,920 shares; 2025Q4: 38,967 shares 38,967 $4.34M 0.14% +47 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: 25,853 shares; 2024Q4: 25,938 shares; 2025Q1: 22,420 shares; 2025Q2: 23,167 shares; 2025Q3: 23,979 shares; 2025Q4: 23,954 shares 23,954 $4.26M 0.14% -25 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: 27,387 shares; 2024Q4: 27,759 shares; 2025Q1: 29,448 shares; 2025Q2: 28,664 shares; 2025Q3: 38,492 shares; 2025Q4: 39,801 shares 39,801 $4.19M 0.14% +1,309 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,410 shares; 2024Q4: 29,095 shares; 2025Q1: 28,706 shares; 2025Q2: 28,826 shares; 2025Q3: 25,576 shares; 2025Q4: 39,569 shares 39,569 $4.14M 0.14% +13,993 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: 24,741 shares; 2024Q4: 28,013 shares; 2025Q1: 29,458 shares; 2025Q2: 32,130 shares; 2025Q3: 35,290 shares; 2025Q4: 35,904 shares 35,904 $4.08M 0.13% +614 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: 66,232 shares; 2024Q4: 65,571 shares; 2025Q1: 57,846 shares; 2025Q2: 60,502 shares; 2025Q3: 60,748 shares; 2025Q4: 75,951 shares 75,951 $4.08M 0.13% +15,203 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: 8,990 shares; 2024Q4: 9,562 shares; 2025Q1: 9,513 shares; 2025Q2: 9,425 shares; 2025Q3: 13,391 shares; 2025Q4: 13,317 shares 13,317 $4.07M 0.13% -74 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: 26,107 shares; 2024Q4: 26,196 shares; 2025Q1: 26,875 shares; 2025Q2: 26,954 shares; 2025Q3: 27,031 shares; 2025Q4: 27,120 shares 27,120 $4.03M 0.13% +89 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: 59,043 shares; 2024Q4: 62,925 shares; 2025Q1: 59,758 shares; 2025Q2: 58,665 shares; 2025Q3: 58,510 shares; 2025Q4: 59,556 shares 59,556 $3.93M 0.13% +1,046 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: 13,739 shares; 2024Q4: 18,491 shares; 2025Q1: 19,242 shares; 2025Q2: 19,248 shares; 2025Q3: 20,086 shares; 2025Q4: 20,050 shares 20,050 $3.91M 0.13% -36 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: 7,562 shares; 2024Q4: 7,620 shares; 2025Q1: 8,474 shares; 2025Q2: 8,824 shares; 2025Q3: 9,619 shares; 2025Q4: 10,675 shares 10,675 $3.74M 0.12% +1,056 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: 41,852 shares; 2024Q4: 42,362 shares; 2025Q1: 42,362 shares; 2025Q2: 42,362 shares; 2025Q3: 42,362 shares; 2025Q4: 42,362 shares 42,362 $3.69M 0.12% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,922 shares; 2024Q4: 14,923 shares; 2025Q1: 14,924 shares; 2025Q2: 15,797 shares; 2025Q3: 15,798 shares; 2025Q4: 18,138 shares 18,138 $3.62M 0.12% +2,340 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,676 shares; 2024Q4: 83,663 shares; 2025Q1: 89,008 shares; 2025Q2: 88,769 shares; 2025Q3: 90,648 shares; 2025Q4: 65,659 shares 65,659 $3.61M 0.12% -24,989 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,412 shares; 2025Q1: 5,464 shares; 2025Q2: 5,476 shares; 2025Q3: 5,450 shares; 2025Q4: 5,796 shares 5,796 $3.5M 0.12% +346 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: 15,230 shares; 2024Q4: 15,354 shares; 2025Q1: 15,692 shares; 2025Q2: 13,760 shares; 2025Q3: 13,901 shares; 2025Q4: 14,195 shares 14,195 $3.49M 0.12% +294 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 24,445 shares; 2025Q1: 36,480 shares; 2025Q2: 69,180 shares; 2025Q3: 89,178 shares; 2025Q4: 111,214 shares 111,214 $3.46M 0.11% +22,036 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,849 shares; 2024Q4: 31,387 shares; 2025Q1: 34,581 shares; 2025Q2: 37,879 shares; 2025Q3: 39,517 shares; 2025Q4: 42,511 shares 42,511 $3.41M 0.11% +2,994 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: 31,239 shares; 2024Q4: 32,948 shares; 2025Q1: 33,927 shares; 2025Q2: 35,810 shares; 2025Q3: 40,864 shares; 2025Q4: 54,494 shares 54,494 $3.4M 0.11% +13,630 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,573 shares; 2024Q4: 168,073 shares; 2025Q1: 170,971 shares; 2025Q2: 174,640 shares; 2025Q3: 174,621 shares; 2025Q4: 165,460 shares 165,460 $3.35M 0.11% -9,161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,756 shares; 2025Q3: 60,542 shares; 2025Q4: 66,476 shares 66,476 $3.34M 0.11% +5,934 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,834 shares; 2024Q4: 23,092 shares; 2025Q1: 23,128 shares; 2025Q2: 23,484 shares; 2025Q3: 23,490 shares; 2025Q4: 23,497 shares 23,497 $3.32M 0.11% +7 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,867 shares; 2024Q4: 95,931 shares; 2025Q1: 97,171 shares; 2025Q2: 97,171 shares; 2025Q3: 97,671 shares; 2025Q4: 102,771 shares 102,771 $3.29M 0.11% +5,100 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: 254,801 shares; 2024Q4: 218,801 shares; 2025Q1: 212,801 shares; 2025Q2: 211,801 shares; 2025Q3: 195,801 shares; 2025Q4: 165,301 shares 165,301 $3.13M 0.1% -30,500 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,474 shares; 2024Q4: 166,295 shares; 2025Q1: 187,107 shares; 2025Q2: 186,855 shares; 2025Q3: 185,605 shares; 2025Q4: 104,225 shares 104,225 $3.12M 0.1% -81,380 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 12,776 shares; 2025Q1: 13,503 shares; 2025Q2: 13,542 shares; 2025Q3: 14,110 shares; 2025Q4: 14,402 shares 14,402 $3.03M 0.1% +292 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares 4 $3.02M 0.1% -1 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,898 shares; 2024Q4: 23,452 shares; 2025Q1: 24,625 shares; 2025Q2: 24,452 shares; 2025Q3: 24,882 shares; 2025Q4: 25,529 shares 25,529 $3.01M 0.1% +647 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: 7,783 shares; 2025Q2: 10,716 shares; 2025Q3: 13,961 shares; 2025Q4: 15,678 shares 15,678 $3M 0.1% +1,717 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: 9,433 shares; 2024Q4: 10,044 shares; 2025Q1: 10,335 shares; 2025Q2: 10,286 shares; 2025Q3: 16,241 shares; 2025Q4: 16,298 shares 16,298 $2.99M 0.1% +57 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: 13,946 shares; 2024Q4: 13,946 shares; 2025Q1: 13,946 shares; 2025Q2: 13,946 shares; 2025Q3: 14,946 shares; 2025Q4: 16,042 shares 16,042 $2.89M 0.1% +1,096 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 6,442 shares; 2025Q2: 34,192 shares; 2025Q3: 34,192 shares; 2025Q4: 37,692 shares 37,692 $2.87M 0.09% +3,500 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: 21,277 shares; 2024Q4: 23,630 shares; 2025Q1: 23,291 shares; 2025Q2: 23,243 shares; 2025Q3: 23,246 shares; 2025Q4: 23,250 shares 23,250 $2.87M 0.09% +4 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 5,653 shares; 2025Q1: 11,528 shares; 2025Q2: 12,028 shares; 2025Q3: 12,756 shares; 2025Q4: 12,638 shares 12,638 $2.86M 0.09% -118 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,066 shares; 2024Q4: 20,577 shares; 2025Q1: 21,944 shares; 2025Q2: 25,879 shares; 2025Q3: 27,604 shares; 2025Q4: 28,977 shares 28,977 $2.78M 0.09% +1,373 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: 25,369 shares; 2024Q4: 28,783 shares; 2025Q1: 32,080 shares; 2025Q2: 34,826 shares; 2025Q3: 36,150 shares; 2025Q4: 35,555 shares 35,555 $2.74M 0.09% -595 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,243 shares; 2024Q4: 11,246 shares; 2025Q1: 11,874 shares; 2025Q2: 11,647 shares; 2025Q3: 11,430 shares; 2025Q4: 11,400 shares 11,400 $2.64M 0.09% -30 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: 20,861 shares; 2024Q4: 23,040 shares; 2025Q1: 26,878 shares; 2025Q2: 26,997 shares; 2025Q3: 27,026 shares; 2025Q4: 58,908 shares 58,908 $2.63M 0.09% +31,882 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: 6,049 shares; 2024Q4: 6,049 shares; 2025Q1: 6,049 shares; 2025Q2: 6,198 shares; 2025Q3: 7,998 shares; 2025Q4: 8,035 shares 8,035 $2.63M 0.09% +37 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: 14,923 shares; 2024Q4: 15,411 shares; 2025Q1: 15,880 shares; 2025Q2: 15,642 shares; 2025Q3: 17,028 shares; 2025Q4: 17,181 shares 17,181 $2.62M 0.09% +153 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: 3,893 shares; 2024Q4: 3,683 shares; 2025Q1: 4,601 shares; 2025Q2: 4,864 shares; 2025Q3: 4,907 shares; 2025Q4: 5,717 shares 5,717 $2.57M 0.08% +810 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: 13,156 shares; 2024Q4: 13,156 shares; 2025Q1: 33,501 shares; 2025Q2: 26,231 shares; 2025Q3: 45,349 shares; 2025Q4: 44,887 shares 44,887 $2.57M 0.08% -462 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 7,143 shares; 2025Q1: 7,148 shares; 2025Q2: 7,153 shares; 2025Q3: 7,159 shares; 2025Q4: 6,826 shares 6,826 $2.55M 0.08% -333 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,263 shares; 2024Q4: 8,263 shares; 2025Q1: 9,231 shares; 2025Q2: 12,001 shares; 2025Q3: 13,289 shares; 2025Q4: 16,424 shares 16,424 $2.52M 0.08% +3,135 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 969 shares; 2025Q1: 1,149 shares; 2025Q2: 1,152 shares; 2025Q3: 5,152 shares; 2025Q4: 5,132 shares 5,132 $2.48M 0.08% -20 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,836 shares; 2025Q1: 7,345 shares; 2025Q2: 7,392 shares; 2025Q3: 7,659 shares; 2025Q4: 8,037 shares 8,037 $2.48M 0.08% +378 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: 2,727 shares; 2024Q4: 2,728 shares; 2025Q1: 2,729 shares; 2025Q2: 2,776 shares; 2025Q3: 4,076 shares; 2025Q4: 4,315 shares 4,315 $2.47M 0.08% +239 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,146 shares 49,146 $2.45M 0.08% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: 6,731 shares; 2025Q1: 6,731 shares; 2025Q2: 6,731 shares; 2025Q3: 6,731 shares; 2025Q4: 6,748 shares 6,748 $2.43M 0.08% +17 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares 3,073 $2.37M 0.08% 0 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: 19,518 shares; 2024Q4: 19,685 shares; 2025Q1: 19,467 shares; 2025Q2: 19,986 shares; 2025Q3: 19,251 shares; 2025Q4: 19,525 shares 19,525 $2.35M 0.08% +274 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,786 shares; 2024Q4: 15,231 shares; 2025Q1: 16,433 shares; 2025Q2: 16,507 shares; 2025Q3: 16,558 shares; 2025Q4: 15,976 shares 15,976 $2.29M 0.08% -582 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: 5,806 shares; 2024Q4: 6,468 shares; 2025Q1: 6,541 shares; 2025Q2: 5,804 shares; 2025Q3: 8,574 shares; 2025Q4: 6,896 shares 6,896 $2.28M 0.08% -1,678 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,832 shares; 2025Q2: 191,865 shares; 2025Q3: 191,900 shares; 2025Q4: 191,935 shares 191,935 $2.27M 0.08% +35 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,416 shares; 2024Q4: 22,436 shares; 2025Q1: 22,755 shares; 2025Q2: 23,767 shares; 2025Q3: 22,132 shares; 2025Q4: 22,142 shares 22,142 $2.2M 0.07% +10 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 6,815 shares; 2025Q1: 6,816 shares; 2025Q2: 6,816 shares; 2025Q3: 7,122 shares; 2025Q4: 6,972 shares 6,972 $2.19M 0.07% -150 Timeline ANGI ANGI INC More: the full row for ANGI 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: 183,460 shares; 2025Q3: 183,434 shares; 2025Q4: 167,798 shares 167,798 $2.17M 0.07% -15,636 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 7,280 shares; 2025Q1: 7,199 shares; 2025Q2: 7,568 shares; 2025Q3: 7,578 shares; 2025Q4: 7,672 shares 7,672 $2.14M 0.07% +94 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: 77,645 shares; 2024Q4: 83,673 shares; 2025Q1: 82,998 shares; 2025Q2: 76,713 shares; 2025Q3: 79,802 shares; 2025Q4: 85,462 shares 85,462 $2.13M 0.07% +5,660 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: 2,509 shares; 2024Q4: 8,281 shares; 2025Q1: 7,905 shares; 2025Q2: 7,844 shares; 2025Q3: 7,844 shares; 2025Q4: 6,789 shares 6,789 $2.12M 0.07% -1,055 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: 2,105 shares; 2024Q4: 2,137 shares; 2025Q1: 11,361 shares; 2025Q2: 11,376 shares; 2025Q3: 11,390 shares; 2025Q4: 11,406 shares 11,406 $2.11M 0.07% +16 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,949 shares; 2024Q4: 6,949 shares; 2025Q1: 10,875 shares; 2025Q2: 10,885 shares; 2025Q3: 10,875 shares; 2025Q4: 10,692 shares 10,692 $2.11M 0.07% -183 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,535 shares; 2024Q4: 103,690 shares; 2025Q1: 126,648 shares; 2025Q2: 126,298 shares; 2025Q3: 97,042 shares; 2025Q4: 64,471 shares 64,471 $2.08M 0.07% -32,571 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 12,071 shares; 2025Q3: 12,071 shares; 2025Q4: 12,071 shares 12,071 $2.07M 0.07% 0 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: 3,390 shares; 2024Q4: 3,440 shares; 2025Q1: 2,449 shares; 2025Q2: 3,754 shares; 2025Q3: 9,254 shares; 2025Q4: 9,294 shares 9,294 $2.02M 0.07% +40 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,347 shares; 2024Q4: 44,286 shares; 2025Q1: 45,643 shares; 2025Q2: 49,598 shares; 2025Q3: 49,194 shares; 2025Q4: 48,864 shares 48,864 $1.99M 0.07% -330 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 6,671 shares 6,671 $1.9M 0.06% +5,810 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: 6,800 shares; 2024Q4: 6,784 shares; 2025Q1: 7,262 shares; 2025Q2: 7,269 shares; 2025Q3: 7,276 shares; 2025Q4: 25,206 shares 25,206 $1.87M 0.06% +17,930 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: 6,181 shares; 2024Q4: 6,197 shares; 2025Q1: 6,694 shares; 2025Q2: 6,773 shares; 2025Q3: 7,213 shares; 2025Q4: 8,092 shares 8,092 $1.85M 0.06% +879 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,531 shares; 2025Q1: 1,780 shares; 2025Q2: 1,946 shares; 2025Q3: 1,996 shares; 2025Q4: 3,156 shares 3,156 $1.8M 0.06% +1,160 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,445 shares; 2024Q4: 19,445 shares; 2025Q1: 20,270 shares; 2025Q2: 20,416 shares; 2025Q3: 20,416 shares; 2025Q4: 20,518 shares 20,518 $1.8M 0.06% +102 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 6,511 shares; 2025Q1: 6,554 shares; 2025Q2: 8,890 shares; 2025Q3: 8,918 shares; 2025Q4: 9,838 shares 9,838 $1.74M 0.06% +920 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 3,549 shares; 2025Q4: 3,713 shares 3,713 $1.74M 0.06% +164 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,964 shares; 2024Q4: 24,393 shares; 2025Q1: 23,212 shares; 2025Q2: 25,598 shares; 2025Q3: 31,736 shares; 2025Q4: 32,035 shares 32,035 $1.73M 0.06% +299 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 13,311 shares; 2025Q1: 13,281 shares; 2025Q2: 14,577 shares; 2025Q3: 21,678 shares; 2025Q4: 21,820 shares 21,820 $1.72M 0.06% +142 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,317 shares; 2024Q4: 36,210 shares; 2025Q1: 34,251 shares; 2025Q2: 35,170 shares; 2025Q3: 45,041 shares; 2025Q4: 46,280 shares 46,280 $1.71M 0.06% +1,239 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: 17,346 shares; 2024Q4: 17,419 shares; 2025Q1: 21,094 shares; 2025Q2: 21,538 shares; 2025Q3: 23,627 shares; 2025Q4: 23,698 shares 23,698 $1.66M 0.05% +71 Timeline XDIV ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,694 shares 58,694 $1.63M 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 6,970 shares; 2025Q4: 7,399 shares 7,399 $1.63M 0.05% +429 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,895 shares; 2024Q4: 16,067 shares; 2025Q1: 14,502 shares; 2025Q2: 14,171 shares; 2025Q3: 19,091 shares; 2025Q4: 29,570 shares 29,570 $1.62M 0.05% +10,479 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: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,508 shares 1,508 $1.61M 0.05% +8 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 6,243 shares; 2025Q1: 6,160 shares; 2025Q2: 6,510 shares; 2025Q3: 7,634 shares; 2025Q4: 8,253 shares 8,253 $1.61M 0.05% +619 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: 33,019 shares; 2024Q4: 33,019 shares; 2025Q1: 33,131 shares; 2025Q2: 33,131 shares; 2025Q3: 33,213 shares; 2025Q4: 33,333 shares 33,333 $1.59M 0.05% +120 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 5,549 shares; 2025Q1: 5,497 shares; 2025Q2: 5,407 shares; 2025Q3: 5,407 shares; 2025Q4: 5,487 shares 5,487 $1.58M 0.05% +80 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,372 shares; 2024Q4: 11,152 shares; 2025Q1: 11,184 shares; 2025Q2: 11,195 shares; 2025Q3: 11,250 shares; 2025Q4: 12,824 shares 12,824 $1.55M 0.05% +1,574 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 31,692 shares; 2025Q1: 36,720 shares; 2025Q2: 38,086 shares; 2025Q3: 36,812 shares; 2025Q4: 37,547 shares 37,547 $1.55M 0.05% +735 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: 21,547 shares; 2024Q4: 21,677 shares; 2025Q1: 21,784 shares; 2025Q2: 21,894 shares; 2025Q3: 22,010 shares; 2025Q4: 22,148 shares 22,148 $1.54M 0.05% +138 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: 7,910 shares; 2024Q4: 8,083 shares; 2025Q1: 6,953 shares; 2025Q2: 9,245 shares; 2025Q3: 9,245 shares; 2025Q4: 9,364 shares 9,364 $1.5M 0.05% +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: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,636 shares 2,636 $1.49M 0.05% +4 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 5,095 shares; 2025Q1: 5,103 shares; 2025Q2: 5,058 shares; 2025Q3: 5,105 shares; 2025Q4: 5,106 shares 5,106 $1.48M 0.05% +1 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: 13,449 shares; 2024Q4: 15,967 shares; 2025Q1: 15,714 shares; 2025Q2: 15,948 shares; 2025Q3: 16,031 shares; 2025Q4: 16,690 shares 16,690 $1.48M 0.05% +659 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,815 shares; 2025Q1: 2,866 shares; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,521 shares 2,521 $1.46M 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,601 shares; 2025Q1: 1,971 shares; 2025Q2: 1,977 shares; 2025Q3: 2,030 shares; 2025Q4: 2,171 shares 2,171 $1.42M 0.05% +141 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: 16,014 shares; 2024Q4: 16,365 shares; 2025Q1: 16,390 shares; 2025Q2: 18,475 shares; 2025Q3: 23,654 shares; 2025Q4: 24,550 shares 24,550 $1.42M 0.05% +896 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,324 shares; 2025Q1: 9,246 shares; 2025Q2: 8,746 shares; 2025Q3: 10,439 shares; 2025Q4: 17,792 shares 17,792 $1.41M 0.05% +7,353 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: 6,991 shares; 2024Q4: 53,223 shares; 2025Q1: 62,504 shares; 2025Q2: 19,254 shares; 2025Q3: 20,402 shares; 2025Q4: 27,915 shares 27,915 $1.39M 0.05% +7,513 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,683 shares; 2024Q4: 53,234 shares; 2025Q1: 54,949 shares; 2025Q2: 54,519 shares; 2025Q3: 58,627 shares; 2025Q4: 54,735 shares 54,735 $1.36M 0.04% -3,892 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,677 shares 20,677 $1.35M 0.04% new 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: 2,349 shares; 2024Q4: 2,434 shares; 2025Q1: 2,888 shares; 2025Q2: 3,011 shares; 2025Q3: 5,369 shares; 2025Q4: 5,103 shares 5,103 $1.35M 0.04% -266 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: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 4,227 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,208 shares 4,208 $1.31M 0.04% -19 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: 3,224 shares; 2024Q4: 3,124 shares; 2025Q1: 3,633 shares; 2025Q2: 4,136 shares; 2025Q3: 4,187 shares; 2025Q4: 4,209 shares 4,209 $1.28M 0.04% +22 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 11,340 shares; 2025Q1: 11,340 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,468 shares 11,468 $1.26M 0.04% +128 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 6,120 shares; 2025Q1: 6,694 shares; 2025Q2: 6,522 shares; 2025Q3: 7,216 shares; 2025Q4: 7,270 shares 7,270 $1.24M 0.04% +54 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: 6,199 shares; 2024Q4: 6,325 shares; 2025Q1: 7,282 shares; 2025Q2: 11,371 shares; 2025Q3: 13,116 shares; 2025Q4: 13,872 shares 13,872 $1.24M 0.04% +756 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,186 shares; 2024Q4: 200,181 shares; 2025Q1: 200,181 shares; 2025Q2: 200,181 shares; 2025Q3: 200,181 shares; 2025Q4: 200,216 shares 200,216 $1.23M 0.04% +35 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 15,025 shares; 2025Q1: 15,025 shares; 2025Q2: 15,025 shares; 2025Q3: 19,835 shares; 2025Q4: 19,836 shares 19,836 $1.23M 0.04% +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: 15,053 shares; 2024Q4: 50,843 shares; 2025Q1: 48,236 shares; 2025Q2: 42,356 shares; 2025Q3: 42,455 shares; 2025Q4: 42,866 shares 42,866 $1.18M 0.04% +411 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: not reported; 2024Q4: not reported; 2025Q1: 23,226 shares; 2025Q2: 23,096 shares; 2025Q3: 23,247 shares; 2025Q4: 23,964 shares 23,964 $1.16M 0.04% +717 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,640 shares; 2024Q4: 30,640 shares; 2025Q1: 30,640 shares; 2025Q2: 29,050 shares; 2025Q3: 29,050 shares; 2025Q4: 33,714 shares 33,714 $1.14M 0.04% +4,664 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,936 shares; 2025Q1: 8,136 shares; 2025Q2: 7,774 shares; 2025Q3: 14,110 shares; 2025Q4: 13,759 shares 13,759 $1.12M 0.04% -351 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 10,445 shares; 2025Q1: 10,445 shares; 2025Q2: 10,445 shares; 2025Q3: 10,546 shares; 2025Q4: 14,152 shares 14,152 $1.12M 0.04% +3,606 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,706 shares; 2025Q2: 4,306 shares; 2025Q3: 3,706 shares; 2025Q4: 3,697 shares 3,697 $1.09M 0.04% -9 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: 20,213 shares; 2024Q4: 20,213 shares; 2025Q1: 20,313 shares; 2025Q2: 20,884 shares; 2025Q3: 21,084 shares; 2025Q4: 21,484 shares 21,484 $1.09M 0.04% +400 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,438 shares; 2025Q3: 2,338 shares; 2025Q4: 2,339 shares 2,339 $1.09M 0.04% +1 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: 5,132 shares; 2024Q4: 6,029 shares; 2025Q1: 6,163 shares; 2025Q2: 6,373 shares; 2025Q3: 4,971 shares; 2025Q4: 5,092 shares 5,092 $1.08M 0.04% +121 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,131 shares; 2024Q4: 6,031 shares; 2025Q1: 6,436 shares; 2025Q2: 6,281 shares; 2025Q3: 6,281 shares; 2025Q4: 6,141 shares 6,141 $1.08M 0.04% -140 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares 2,111 $1.08M 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,125 shares 4,125 $1.06M 0.04% -19 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 14,878 shares; 2025Q1: 14,778 shares; 2025Q2: 14,778 shares; 2025Q3: 14,778 shares; 2025Q4: 14,088 shares 14,088 $1.04M 0.03% -690 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,051 shares; 2025Q1: 4,041 shares; 2025Q2: 3,973 shares; 2025Q3: 3,984 shares; 2025Q4: 3,762 shares 3,762 $1.04M 0.03% -222 Timeline IYF 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: 7,440 shares; 2024Q4: 7,440 shares; 2025Q1: 7,662 shares; 2025Q2: 7,662 shares; 2025Q3: 7,662 shares; 2025Q4: 7,913 shares 7,913 $1.02M 0.03% +251 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,559 shares; 2025Q1: 1,536 shares; 2025Q2: 1,551 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares 1,728 $1M 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,244 shares 15,244 $997K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,459 shares; 2025Q2: 3,299 shares; 2025Q3: 3,835 shares; 2025Q4: 3,762 shares 3,762 $967K 0.03% -73 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,734 shares 2,734 $965K 0.03% +96 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,491 shares; 2025Q1: 20,491 shares; 2025Q2: 20,275 shares; 2025Q3: 23,224 shares; 2025Q4: 42,534 shares 42,534 $954K 0.03% +19,310 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 6,409 shares; 2025Q1: 6,110 shares; 2025Q2: 11,133 shares; 2025Q3: 11,241 shares; 2025Q4: 11,255 shares 11,255 $953K 0.03% +14 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,754 shares; 2025Q1: 1,648 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,662 shares 1,662 $948K 0.03% +14 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 7,178 shares; 2025Q1: not reported; 2025Q2: 2,675 shares; 2025Q3: 5,328 shares; 2025Q4: 9,331 shares 9,331 $936K 0.03% +4,003 Timeline IJT 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: 6,596 shares; 2024Q4: 6,601 shares; 2025Q1: 6,601 shares; 2025Q2: 6,546 shares; 2025Q3: 6,546 shares; 2025Q4: 6,546 shares 6,546 $924K 0.03% 0 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 427 shares; 2025Q3: 436 shares; 2025Q4: 448 shares 448 $902K 0.03% +12 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,765 shares; 2025Q4: 2,561 shares 2,561 $898K 0.03% +796 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,122 shares; 2024Q4: 7,378 shares; 2025Q1: 7,385 shares; 2025Q2: 7,462 shares; 2025Q3: 8,968 shares; 2025Q4: 8,974 shares 8,974 $897K 0.03% +6 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,978 shares; 2025Q1: 3,978 shares; 2025Q2: 3,978 shares; 2025Q3: 4,271 shares; 2025Q4: 4,272 shares 4,272 $893K 0.03% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,677 shares; 2025Q1: 7,261 shares; 2025Q2: 5,657 shares; 2025Q3: 5,657 shares; 2025Q4: 6,442 shares 6,442 $888K 0.03% +785 Timeline EFAV 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: 5,120 shares; 2025Q3: 10,120 shares; 2025Q4: 10,258 shares 10,258 $885K 0.03% +138 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,797 shares; 2024Q4: 8,126 shares; 2025Q1: 8,443 shares; 2025Q2: 9,333 shares; 2025Q3: 9,997 shares; 2025Q4: 10,431 shares 10,431 $878K 0.03% +434 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,324 shares 13,324 $853K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,609 shares; 2025Q1: 5,521 shares; 2025Q2: 5,947 shares; 2025Q3: 7,544 shares; 2025Q4: 7,309 shares 7,309 $853K 0.03% -235 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,374 shares; 2025Q1: 3,286 shares; 2025Q2: 2,663 shares; 2025Q3: 1,763 shares; 2025Q4: 1,767 shares 1,767 $849K 0.03% +4 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,627 shares; 2024Q4: 8,193 shares; 2025Q1: 7,975 shares; 2025Q2: 4,947 shares; 2025Q3: 9,948 shares; 2025Q4: 9,808 shares 9,808 $846K 0.03% -140 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,256 shares; 2025Q3: 5,254 shares; 2025Q4: 5,254 shares 5,254 $841K 0.03% 0 Timeline LSPD LIGHTSPEED COMMERCE INC More: the full row for LIGHTSPEED COMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,012 shares; 2024Q4: 107,012 shares; 2025Q1: 107,012 shares; 2025Q2: 107,012 shares; 2025Q3: 69,286 shares; 2025Q4: 69,286 shares 69,286 $837K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 4,397 shares; 2025Q3: 4,397 shares; 2025Q4: 4,480 shares 4,480 $832K 0.03% +83 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,828 shares 5,828 $825K 0.03% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,804 shares; 2024Q4: 43,433 shares; 2025Q1: 43,477 shares; 2025Q2: 53,911 shares; 2025Q3: 54,246 shares; 2025Q4: 54,697 shares 54,697 $817K 0.03% +451 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: 4,997 shares; 2025Q2: 4,997 shares; 2025Q3: 7,720 shares; 2025Q4: 11,092 shares 11,092 $815K 0.03% +3,372 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,369 shares; 2025Q1: 6,379 shares; 2025Q2: 6,379 shares; 2025Q3: 6,125 shares; 2025Q4: 6,129 shares 6,129 $813K 0.03% +4 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,126 shares; 2024Q4: 30,484 shares; 2025Q1: 30,577 shares; 2025Q2: 30,668 shares; 2025Q3: 30,757 shares; 2025Q4: 30,853 shares 30,853 $809K 0.03% +96 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,680 shares; 2025Q3: 4,674 shares; 2025Q4: 10,682 shares 10,682 $806K 0.03% +6,008 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,135 shares; 2025Q4: 5,315 shares 5,315 $804K 0.03% +180 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,728 shares; 2024Q4: 7,728 shares; 2025Q1: 7,728 shares; 2025Q2: 7,728 shares; 2025Q3: 7,028 shares; 2025Q4: 7,028 shares 7,028 $795K 0.03% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,885 shares; 2025Q1: 7,885 shares; 2025Q2: 7,885 shares; 2025Q3: 7,885 shares; 2025Q4: 7,885 shares 7,885 $795K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 4,084 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares 4,084 $793K 0.03% 0 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,719 shares; 2025Q3: 9,704 shares; 2025Q4: 14,541 shares 14,541 $786K 0.03% +4,837 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,024 shares; 2025Q1: 3,024 shares; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,227 shares 3,227 $782K 0.03% +25 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,520 shares; 2025Q2: 26,520 shares; 2025Q3: 26,678 shares; 2025Q4: 33,489 shares 33,489 $781K 0.03% +6,811 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 4,345 shares; 2025Q1: 4,466 shares; 2025Q2: 4,448 shares; 2025Q3: 4,489 shares; 2025Q4: 4,449 shares 4,449 $772K 0.03% -40 Timeline URTH 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: 4,793 shares; 2024Q4: 4,793 shares; 2025Q1: 4,793 shares; 2025Q2: 4,793 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares 4,090 $760K 0.03% 0 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: 1,696 shares; 2024Q4: 2,597 shares; 2025Q1: 2,820 shares; 2025Q2: 2,573 shares; 2025Q3: 2,617 shares; 2025Q4: 2,618 shares 2,618 $756K 0.02% +1 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,219 shares; 2024Q4: 12,587 shares; 2025Q1: 12,606 shares; 2025Q2: 12,626 shares; 2025Q3: 12,642 shares; 2025Q4: 12,658 shares 12,658 $750K 0.02% +16 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: 3,396 shares; 2024Q4: 3,978 shares; 2025Q1: 3,978 shares; 2025Q2: 3,978 shares; 2025Q3: 3,978 shares; 2025Q4: 4,018 shares 4,018 $744K 0.02% +40 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,956 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares 2,990 $736K 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,131 shares; 2025Q1: 3,156 shares; 2025Q2: 4,429 shares; 2025Q3: 4,454 shares; 2025Q4: 4,480 shares 4,480 $724K 0.02% +26 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 15,747 shares; 2025Q1: 16,198 shares; 2025Q2: 28,682 shares; 2025Q3: 26,679 shares; 2025Q4: 26,705 shares 26,705 $719K 0.02% +26 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 624 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares 591 $718K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 5,217 shares; 2025Q4: 5,508 shares 5,508 $711K 0.02% +291 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest 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: 30,626 shares 30,626 $707K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,975 shares; 2024Q4: 24,975 shares; 2025Q1: 24,975 shares; 2025Q2: 24,975 shares; 2025Q3: 25,194 shares; 2025Q4: 25,448 shares 25,448 $700K 0.02% +254 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 10,247 shares; 2025Q1: 10,247 shares; 2025Q2: 10,247 shares; 2025Q3: 10,247 shares; 2025Q4: 10,247 shares 10,247 $690K 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,500 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 26,000 shares 26,000 $685K 0.02% -6,500 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,890 shares; 2025Q1: 1,891 shares; 2025Q2: 1,893 shares; 2025Q3: 1,765 shares; 2025Q4: 1,768 shares 1,768 $684K 0.02% +3 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,809 shares; 2025Q1: 5,975 shares; 2025Q2: 6,165 shares; 2025Q3: 6,407 shares; 2025Q4: 6,737 shares 6,737 $680K 0.02% +330 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest 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: 10,276 shares 10,276 $672K 0.02% new Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,070 shares; 2025Q2: 13,210 shares; 2025Q3: 13,210 shares; 2025Q4: 13,210 shares 13,210 $670K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,224 shares; 2025Q3: 5,748 shares; 2025Q4: 7,297 shares 7,297 $667K 0.02% +1,549 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS 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: 12,371 shares; 2025Q2: 11,336 shares; 2025Q3: 11,336 shares; 2025Q4: 11,336 shares 11,336 $666K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares; 2025Q4: 1,584 shares 1,584 $665K 0.02% -250 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: 3,930 shares; 2024Q4: 3,597 shares; 2025Q1: 4,428 shares; 2025Q2: 5,001 shares; 2025Q3: 4,739 shares; 2025Q4: 5,669 shares 5,669 $664K 0.02% +930 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,616 shares; 2025Q2: 1,749 shares; 2025Q3: 1,727 shares; 2025Q4: 1,875 shares 1,875 $662K 0.02% +148 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,730 shares; 2024Q4: 61,730 shares; 2025Q1: 61,730 shares; 2025Q2: 61,730 shares; 2025Q3: 61,730 shares; 2025Q4: 61,730 shares 61,730 $652K 0.02% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,401 shares; 2025Q1: 2,480 shares; 2025Q2: 9,935 shares; 2025Q3: 9,947 shares; 2025Q4: 9,959 shares 9,959 $640K 0.02% +12 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,512 shares; 2025Q1: 7,512 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares; 2025Q4: 7,512 shares 7,512 $640K 0.02% 0 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: 2,047 shares; 2024Q4: 4,004 shares; 2025Q1: 4,092 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,104 shares 5,104 $639K 0.02% -46 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: 1,918 shares; 2025Q2: 1,518 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares 3,084 $632K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 2,655 shares; 2025Q1: 2,851 shares; 2025Q2: 2,651 shares; 2025Q3: 2,485 shares; 2025Q4: 2,884 shares 2,884 $618K 0.02% +399 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 11,429 shares; 2025Q1: 10,305 shares; 2025Q2: 10,373 shares; 2025Q3: 10,435 shares; 2025Q4: 10,502 shares 10,502 $615K 0.02% +67 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,582 shares; 2025Q2: 1,631 shares; 2025Q3: 2,271 shares; 2025Q4: 2,354 shares 2,354 $603K 0.02% +83 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,180 shares; 2025Q3: 2,209 shares; 2025Q4: 2,210 shares 2,210 $593K 0.02% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,173 shares; 2025Q4: 11,976 shares 11,976 $592K 0.02% -197 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,144 shares; 2025Q1: 3,155 shares; 2025Q2: 3,793 shares; 2025Q3: 6,722 shares; 2025Q4: 7,028 shares 7,028 $589K 0.02% +306 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,319 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,330 shares; 2025Q4: 2,340 shares 2,340 $588K 0.02% +10 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,459 shares; 2024Q4: 12,459 shares; 2025Q1: 10,393 shares; 2025Q2: 12,053 shares; 2025Q3: 10,393 shares; 2025Q4: 10,783 shares 10,783 $580K 0.02% +390 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,567 shares; 2025Q3: 4,570 shares; 2025Q4: 4,536 shares 4,536 $578K 0.02% -34 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,167 shares; 2025Q4: 6,167 shares 6,167 $577K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 13,036 shares; 2025Q1: 11,966 shares; 2025Q2: 11,238 shares; 2025Q3: 15,879 shares; 2025Q4: 15,893 shares 15,893 $576K 0.02% +14 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,450 shares; 2025Q1: 1,453 shares; 2025Q2: 1,456 shares; 2025Q3: 1,458 shares; 2025Q4: 1,461 shares 1,461 $576K 0.02% +3 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,464 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares 4,464 $575K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 8,660 shares; 2025Q1: 8,660 shares; 2025Q2: 8,660 shares; 2025Q3: 8,660 shares; 2025Q4: 8,660 shares 8,660 $575K 0.02% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 8,949 shares; 2025Q1: 8,958 shares; 2025Q2: 8,968 shares; 2025Q3: 8,975 shares; 2025Q4: 8,983 shares 8,983 $573K 0.02% +8 Timeline DFSV 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: 16,855 shares; 2024Q4: 16,927 shares; 2025Q1: 16,972 shares; 2025Q2: 17,048 shares; 2025Q3: 17,120 shares; 2025Q4: 17,190 shares 17,190 $565K 0.02% +70 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 5,578 shares; 2025Q1: 5,854 shares; 2025Q2: 5,872 shares; 2025Q3: 6,641 shares; 2025Q4: 5,645 shares 5,645 $560K 0.02% -996 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 823 shares 823 $557K 0.02% -50 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 16,589 shares; 2025Q1: 16,589 shares; 2025Q2: 19,789 shares; 2025Q3: 19,789 shares; 2025Q4: 44,789 shares 44,789 $557K 0.02% +25,000 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: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares 2,032 $551K 0.02% 0 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: 5,692 shares; 2024Q4: 5,783 shares; 2025Q1: 5,822 shares; 2025Q2: 5,882 shares; 2025Q3: 5,943 shares; 2025Q4: 6,026 shares 6,026 $551K 0.02% +83 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,451 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares 4,165 $550K 0.02% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 9,501 shares; 2025Q1: 9,401 shares; 2025Q2: 9,401 shares; 2025Q3: 9,401 shares; 2025Q4: 7,929 shares 7,929 $550K 0.02% -1,472 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: 2,988 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares 2,940 $542K 0.02% 0 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: 11,490 shares; 2024Q4: 5,990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,247 shares; 2025Q4: 7,800 shares 7,800 $541K 0.02% -447 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,693 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares 1,647 $532K 0.02% 0 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: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares 1,642 $523K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 150 shares 150 $509K 0.02% +1 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,604 shares; 2025Q3: 7,687 shares; 2025Q4: 9,751 shares 9,751 $497K 0.02% +2,064 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,837 shares; 2025Q1: 1,772 shares; 2025Q2: 1,773 shares; 2025Q3: 1,775 shares; 2025Q4: 1,776 shares 1,776 $492K 0.02% +1 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,000 shares; 2025Q1: 5,002 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares 5,002 $486K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,790 shares; 2025Q1: 1,792 shares; 2025Q2: 1,795 shares; 2025Q3: 2,387 shares; 2025Q4: 2,390 shares 2,390 $481K 0.02% +3 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: 4,707 shares; 2024Q4: 4,718 shares; 2025Q1: 5,760 shares; 2025Q2: 5,768 shares; 2025Q3: 5,670 shares; 2025Q4: 4,971 shares 4,971 $479K 0.02% -699 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares 1,676 $475K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,295 shares; 2025Q3: 17,360 shares; 2025Q4: 17,398 shares 17,398 $473K 0.02% +38 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,794 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,796 shares 2,796 $472K 0.02% +1 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,449 shares; 2024Q4: 44,074 shares; 2025Q1: 44,409 shares; 2025Q2: 44,947 shares; 2025Q3: 45,515 shares; 2025Q4: 46,235 shares 46,235 $469K 0.02% +720 VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 5,277 shares; 2025Q1: 5,584 shares; 2025Q2: 5,998 shares; 2025Q3: 5,389 shares; 2025Q4: 5,549 shares 5,549 $464K 0.02% +160 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 4,005 shares; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares 4,005 $462K 0.02% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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: 26,087 shares; 2025Q2: 24,867 shares; 2025Q3: 24,867 shares; 2025Q4: 24,867 shares 24,867 $461K 0.02% 0 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: 2,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,072 shares; 2025Q3: 5,619 shares; 2025Q4: 5,481 shares 5,481 $454K 0.01% -138 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,448 shares; 2025Q3: 2,248 shares; 2025Q4: 3,444 shares 3,444 $451K 0.01% +1,196 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares 862 $450K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,078 shares 4,078 $449K 0.01% 0 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: 2,976 shares; 2024Q4: 3,118 shares; 2025Q1: 3,905 shares; 2025Q2: 3,834 shares; 2025Q3: 4,209 shares; 2025Q4: 4,478 shares 4,478 $447K 0.01% +269 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,886 shares; 2024Q4: 5,886 shares; 2025Q1: 5,886 shares; 2025Q2: 5,886 shares; 2025Q3: 5,886 shares; 2025Q4: 5,734 shares 5,734 $444K 0.01% -152 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: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,282 shares; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares 1,259 $443K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,157 shares; 2025Q1: 4,157 shares; 2025Q2: 4,175 shares; 2025Q3: 4,206 shares; 2025Q4: 4,224 shares 4,224 $440K 0.01% +18 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,457 shares; 2025Q1: 8,319 shares; 2025Q2: 6,444 shares; 2025Q3: 6,444 shares; 2025Q4: 6,444 shares 6,444 $439K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 2,338 shares; 2025Q1: 2,407 shares; 2025Q2: 2,413 shares; 2025Q3: 2,418 shares; 2025Q4: 2,409 shares 2,409 $438K 0.01% -9 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,111 shares; 2025Q1: 14,175 shares; 2025Q2: 14,240 shares; 2025Q3: 14,302 shares; 2025Q4: 14,361 shares 14,361 $436K 0.01% +59 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 4,695 shares; 2025Q1: 4,695 shares; 2025Q2: 4,695 shares; 2025Q3: 4,695 shares; 2025Q4: 4,735 shares 4,735 $435K 0.01% +40 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,536 shares; 2025Q1: 5,286 shares; 2025Q2: 5,286 shares; 2025Q3: 5,286 shares; 2025Q4: 5,286 shares 5,286 $428K 0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares 32,500 $427K 0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,105 shares 22,105 $426K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,701 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,826 shares 1,826 $418K 0.01% +167 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $417K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 3,975 shares; 2025Q3: 4,475 shares; 2025Q4: 4,569 shares 4,569 $417K 0.01% +94 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,394 shares; 2025Q2: 1,397 shares; 2025Q3: 1,400 shares; 2025Q4: 1,448 shares 1,448 $417K 0.01% +48 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares 1,708 $415K 0.01% 0 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: 7,905 shares; 2024Q4: 7,963 shares; 2025Q1: 7,915 shares; 2025Q2: 5,554 shares; 2025Q3: 5,555 shares; 2025Q4: 5,945 shares 5,945 $414K 0.01% +390 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,947 shares; 2025Q1: 5,947 shares; 2025Q2: 5,947 shares; 2025Q3: 5,947 shares; 2025Q4: 5,947 shares 5,947 $413K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 537 shares; 2025Q4: 837 shares 837 $410K 0.01% +300 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,015 shares; 2025Q1: 2,199 shares; 2025Q2: 2,902 shares; 2025Q3: 3,204 shares; 2025Q4: 2,340 shares 2,340 $393K 0.01% -864 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489 $389K 0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL 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: 18,481 shares; 2025Q2: 11,866 shares; 2025Q3: 11,866 shares; 2025Q4: 11,866 shares 11,866 $388K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 2,087 shares 2,087 $387K 0.01% +185 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,500 shares 28,500 $386K 0.01% new Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP 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: 12,483 shares; 2025Q3: 13,746 shares; 2025Q4: 13,746 shares 13,746 $384K 0.01% 0 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP 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: 19,462 shares; 2025Q2: 19,462 shares; 2025Q3: 19,462 shares; 2025Q4: 19,462 shares 19,462 $381K 0.01% 0 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: not reported; 2024Q4: 958 shares; 2025Q1: not reported; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 3,178 shares 3,178 $379K 0.01% +2,219 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,366 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,493 shares 1,493 $378K 0.01% +26 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 2,319 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares 2,144 $376K 0.01% 0 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: 21,680 shares; 2024Q4: 16,989 shares; 2025Q1: 16,957 shares; 2025Q2: 14,283 shares; 2025Q3: 12,303 shares; 2025Q4: 7,403 shares 7,403 $375K 0.01% -4,900 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: 1,309 shares 1,309 $374K 0.01% new Timeline MCB METROPOLITAN BK HLDG CORP More: the full row for METROPOLITAN BK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,868 shares; 2024Q4: 4,868 shares; 2025Q1: 4,868 shares; 2025Q2: 4,868 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares 4,868 $372K 0.01% 0 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: not reported; 2025Q1: 3,684 shares; 2025Q2: 4,515 shares; 2025Q3: 4,524 shares; 2025Q4: 4,515 shares 4,515 $366K 0.01% -9 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,389 shares; 2025Q1: 2,234 shares; 2025Q2: 2,755 shares; 2025Q3: 2,756 shares; 2025Q4: 2,668 shares 2,668 $365K 0.01% -88 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,899 shares; 2024Q4: 8,989 shares; 2025Q1: 10,529 shares; 2025Q2: 10,319 shares; 2025Q3: 8,819 shares; 2025Q4: 6,227 shares 6,227 $364K 0.01% -2,592 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,417 shares; 2025Q1: 2,418 shares; 2025Q2: 2,343 shares; 2025Q3: 2,344 shares; 2025Q4: 2,509 shares 2,509 $354K 0.01% +165 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 1,092 shares 1,092 $354K 0.01% +195 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,334 shares; 2025Q1: 5,334 shares; 2025Q2: 5,447 shares; 2025Q3: 5,447 shares; 2025Q4: 5,499 shares 5,499 $352K 0.01% +52 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 2,337 shares; 2025Q4: 2,189 shares 2,189 $352K 0.01% -148 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 760 shares; 2025Q4: 1,021 shares 1,021 $347K 0.01% +261 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,921 shares; 2025Q1: 8,921 shares; 2025Q2: 8,921 shares; 2025Q3: 8,921 shares; 2025Q4: 8,921 shares 8,921 $346K 0.01% 0 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,360 shares; 2024Q4: 22,785 shares; 2025Q1: 32,896 shares; 2025Q2: 33,417 shares; 2025Q3: 33,970 shares; 2025Q4: 34,670 shares 34,670 $344K 0.01% +700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,756 shares; 2025Q3: 5,014 shares; 2025Q4: 5,087 shares 5,087 $342K 0.01% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares; 2025Q4: 5,645 shares 5,645 $339K 0.01% +2,435 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: not reported; 2024Q4: not reported; 2025Q1: 1,688 shares; 2025Q2: 1,904 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $334K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,833 shares; 2025Q4: 7,249 shares 7,249 $333K 0.01% +2,416 Timeline DIVZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 6,059 shares; 2025Q3: 7,069 shares; 2025Q4: 9,145 shares 9,145 $333K 0.01% +2,076 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares 1,210 $330K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 307 shares 307 $328K 0.01% +82 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,745 shares; 2024Q4: 26,745 shares; 2025Q1: 26,745 shares; 2025Q2: 26,745 shares; 2025Q3: 26,745 shares; 2025Q4: 26,745 shares 26,745 $326K 0.01% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,978 shares; 2025Q2: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares 2,978 $323K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,956 shares; 2025Q4: 1,956 shares 1,956 $318K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,050 shares; 2025Q4: 1,395 shares 1,395 $318K 0.01% +345 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 16,532 shares; 2025Q1: 19,666 shares; 2025Q2: 27,622 shares; 2025Q3: 28,553 shares; 2025Q4: 29,526 shares 29,526 $317K 0.01% +973 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares 4,608 $315K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,919 shares; 2025Q1: 3,919 shares; 2025Q2: 7,838 shares; 2025Q3: 7,838 shares; 2025Q4: 7,838 shares 7,838 $315K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $314K 0.01% 0 Timeline IDEV 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: 3,663 shares; 2024Q4: 3,704 shares; 2025Q1: 3,704 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 3,787 shares 3,787 $312K 0.01% +36 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 4,513 shares; 2025Q4: 4,639 shares 4,639 $311K 0.01% +126 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: 1,114 shares; 2024Q4: 1,128 shares; 2025Q1: 1,129 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,472 shares 1,472 $306K 0.01% +227 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,078 shares; 2024Q4: 14,230 shares; 2025Q1: 14,402 shares; 2025Q2: 14,612 shares; 2025Q3: 14,778 shares; 2025Q4: 14,969 shares 14,969 $303K 0.01% +191 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares 1,638 $302K 0.01% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,621 shares; 2024Q4: 10,308 shares; 2025Q1: 10,308 shares; 2025Q2: 7,743 shares; 2025Q3: 7,755 shares; 2025Q4: 7,781 shares 7,781 $299K 0.01% +26 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 3,440 shares; 2025Q4: 3,703 shares 3,703 $298K 0.01% +263 Timeline ACWV 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: 2,358 shares; 2024Q4: 2,393 shares; 2025Q1: 2,243 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 2,493 shares 2,493 $296K 0.01% +250 Timeline FDN 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: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,122 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares 1,095 $295K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,216 shares 10,216 $294K 0.01% 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: 3,271 shares; 2025Q1: 3,289 shares; 2025Q2: 3,306 shares; 2025Q3: 3,323 shares; 2025Q4: 6,876 shares 6,876 $294K 0.01% +3,553 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,268 shares; 2025Q1: 2,276 shares; 2025Q2: 2,283 shares; 2025Q3: 2,612 shares; 2025Q4: 2,621 shares 2,621 $293K 0.01% +9 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 4,952 shares; 2025Q3: 6,630 shares; 2025Q4: 5,947 shares 5,947 $293K 0.01% -683 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,777 shares; 2025Q1: 21,184 shares; 2025Q2: 21,192 shares; 2025Q3: 21,200 shares; 2025Q4: 21,408 shares 21,408 $291K 0.01% +208 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 7,376 shares; 2025Q1: 6,889 shares; 2025Q2: 6,898 shares; 2025Q3: 7,629 shares; 2025Q4: 7,823 shares 7,823 $290K 0.01% +194 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,950 shares; 2025Q1: 3,028 shares; 2025Q2: 3,042 shares; 2025Q3: 3,057 shares; 2025Q4: 3,318 shares 3,318 $289K 0.01% +261 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,687 shares; 2025Q2: 24,687 shares; 2025Q3: 24,687 shares; 2025Q4: 24,687 shares 24,687 $288K 0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,351 shares; 2025Q3: 4,447 shares; 2025Q4: 4,477 shares 4,477 $288K 0.01% +30 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,712 shares; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 1,820 shares; 2025Q4: 1,826 shares 1,826 $288K 0.01% +6 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,476 shares; 2025Q4: 1,584 shares 1,584 $287K 0.01% +108 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,273 shares; 2025Q1: 2,273 shares; 2025Q2: 2,273 shares; 2025Q3: 2,223 shares; 2025Q4: 2,231 shares 2,231 $283K 0.01% +8 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,658 shares; 2025Q2: 9,344 shares; 2025Q3: 9,344 shares; 2025Q4: 9,344 shares 9,344 $277K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,660 shares 2,660 $277K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 1,564 shares 1,564 $275K 0.01% -100 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $275K 0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares 1,330 $274K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,257 shares 1,257 $273K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,882 shares; 2024Q4: 10,095 shares; 2025Q1: 10,155 shares; 2025Q2: 9,744 shares; 2025Q3: 13,099 shares; 2025Q4: 8,762 shares 8,762 $271K 0.01% -4,337 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,167 shares 3,167 $269K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,440 shares 9,440 $269K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 3,872 shares; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,471 shares 3,471 $267K 0.01% +101 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: 2,566 shares; 2024Q4: 3,349 shares; 2025Q1: 3,418 shares; 2025Q2: 3,362 shares; 2025Q3: 2,369 shares; 2025Q4: 2,720 shares 2,720 $266K 0.01% +351 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $264K 0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 261 shares; 2025Q4: 236 shares 236 $259K 0.01% -25 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,446 shares; 2025Q2: 3,244 shares; 2025Q3: 4,467 shares; 2025Q4: 4,905 shares 4,905 $259K 0.01% +438 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,210 shares; 2025Q4: 5,230 shares 5,230 $256K 0.01% +20 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,432 shares; 2025Q4: 5,432 shares 5,432 $256K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares 3,167 $254K 0.01% 0 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,452 shares 2,452 $253K 0.01% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 5,106 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,580 shares 4,580 $253K 0.01% -110 Timeline CGW 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $252K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares 1,742 $250K 0.01% 0 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $249K 0.01% 0 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,730 shares; 2025Q1: 6,730 shares; 2025Q2: not reported; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares 3,025 $249K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares 1,372 $248K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares 3,118 $247K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,139 shares 1,139 $247K 0.01% +11 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,087 shares 9,087 $246K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,203 shares; 2025Q4: 1,207 shares 1,207 $245K 0.01% +4 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 3,405 shares 3,405 $244K 0.01% +5 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,655 shares; 2025Q4: 8,655 shares 8,655 $243K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 620 shares 620 $241K 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,059 shares; 2025Q3: 9,909 shares; 2025Q4: 10,036 shares 10,036 $241K 0.01% +127 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares 3,200 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares 1,565 $240K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares; 2025Q4: 4,146 shares 4,146 $235K 0.01% +353 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,639 shares; 2024Q4: 29,870 shares; 2025Q1: 30,122 shares; 2025Q2: 30,399 shares; 2025Q3: 30,699 shares; 2025Q4: 30,981 shares 30,981 $234K 0.01% +282 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares 2,300 $234K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 912 shares; 2025Q1: 1,012 shares; 2025Q2: 650 shares; 2025Q3: 632 shares; 2025Q4: 665 shares 665 $233K 0.01% +33 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,958 shares; 2025Q1: 2,966 shares; 2025Q2: 2,966 shares; 2025Q3: 2,966 shares; 2025Q4: 2,966 shares 2,966 $230K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,947 shares 4,947 $230K 0.01% +67 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: not reported; 2024Q4: 11,480 shares; 2025Q1: not reported; 2025Q2: 7,577 shares; 2025Q3: 7,563 shares; 2025Q4: 7,007 shares 7,007 $229K 0.01% -556 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,764 shares; 2025Q1: 3,764 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 1,683 shares 1,683 $228K 0.01% -2,822 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares 1,766 $226K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares 2,441 $223K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: not reported; 2025Q4: 492 shares 492 $223K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,048 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 922 shares 922 $222K 0.01% -85 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,594 shares 2,594 $222K 0.01% +4 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,599 shares; 2025Q1: 4,022 shares; 2025Q2: 3,565 shares; 2025Q3: 3,632 shares; 2025Q4: 2,704 shares 2,704 $222K 0.01% -928 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,095 shares 4,095 $221K 0.01% new Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $220K 0.01% 0 Timeline BBJP 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: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 3,332 shares 3,332 $220K 0.01% +64 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares 1,124 $218K 0.01% 0 Timeline XSD 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: 679 shares; 2025Q4: 679 shares 679 $218K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,918 shares; 2025Q4: 4,918 shares 4,918 $218K 0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,963 shares; 2025Q3: 9,227 shares; 2025Q4: 9,227 shares 9,227 $218K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares; 2025Q4: 2,532 shares 2,532 $217K 0.01% -1,390 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $216K 0.01% 0 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,944 shares; 2025Q4: 3,944 shares 3,944 $215K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares 2,557 $213K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,725 shares 1,725 $212K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares 345 $211K 0.01% new Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,844 shares; 2025Q1: 7,844 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,844 shares 7,844 $207K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,763 shares; 2025Q4: 6,775 shares 6,775 $204K 0.01% +12 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares 333 $201K 0.01% new Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares 5,125 $201K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,580 shares; 2025Q2: not reported; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares 2,485 $201K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,000 shares 3,000 $201K 0.01% -250 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 100,000 shares; 2025Q4: 85,000 shares 85,000 $175K 0.01% -15,000 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,895 shares; 2025Q2: 13,375 shares; 2025Q3: 12,985 shares; 2025Q4: 12,993 shares 12,993 $170K 0.01% +8 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,928 shares; 2024Q4: 24,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,218 shares 10,218 $168K 0.01% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 10,121 shares; 2025Q2: 10,121 shares; 2025Q3: 11,321 shares; 2025Q4: 11,321 shares 11,321 $165K 0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,341 shares; 2024Q4: 50,885 shares; 2025Q1: 72,861 shares; 2025Q2: 72,861 shares; 2025Q3: 72,861 shares; 2025Q4: 71,861 shares 71,861 $157K 0.01% -1,000 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE 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: 68,144 shares 68,144 $140K <0.01% new Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares 10,800 $137K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,574 shares; 2024Q4: 13,633 shares; 2025Q1: 13,766 shares; 2025Q2: 13,961 shares; 2025Q3: 14,950 shares; 2025Q4: 10,507 shares 10,507 $131K <0.01% -4,443 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: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $116K <0.01% 0 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,847 shares; 2024Q4: 20,847 shares; 2025Q1: 20,847 shares; 2025Q2: 20,847 shares; 2025Q3: 20,847 shares; 2025Q4: 20,847 shares 20,847 $99.7K <0.01% 0 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest 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: 11,500 shares; 2025Q4: 11,500 shares 11,500 $94.9K <0.01% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,710 shares; 2024Q4: 16,710 shares; 2025Q1: 16,710 shares; 2025Q2: 16,710 shares; 2025Q3: 16,710 shares; 2025Q4: 16,710 shares 16,710 $91.4K <0.01% 0 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL 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: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares 20,500 $71.8K <0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,899 shares 32,899 $55.9K <0.01% new Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $54.3K <0.01% 0 Timeline SATL SATELLOGIC INC More: the full row for SATELLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,328 shares; 2025Q3: 26,328 shares; 2025Q4: 26,328 shares 26,328 $49.2K <0.01% 0 Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $19.8K <0.01% 0 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,000 shares; 2024Q4: 22,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $18.4K <0.01% 0 Timeline