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: 7,011,759 shares; 2024Q3: 7,016,899 shares; 2024Q4: 7,038,858 shares; 2025Q1: 7,174,646 shares; 2025Q2: 7,186,324 shares; 2025Q3: 7,017,533 shares; 2025Q4: 7,052,942 shares 7,052,942 $1.46B 38.36% +35,409 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: 721,595 shares; 2024Q3: 726,236 shares; 2024Q4: 727,652 shares; 2025Q1: 733,084 shares; 2025Q2: 733,308 shares; 2025Q3: 733,932 shares; 2025Q4: 731,788 shares 731,788 $499M 13.11% -2,144 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: 467,921 shares; 2024Q3: 472,803 shares; 2024Q4: 490,450 shares; 2025Q1: 524,358 shares; 2025Q2: 513,539 shares; 2025Q3: 514,991 shares; 2025Q4: 544,345 shares 544,345 $373M 9.8% +29,354 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: 818,422 shares; 2024Q3: 839,830 shares; 2024Q4: 840,704 shares; 2025Q1: 853,565 shares; 2025Q2: 901,608 shares; 2025Q3: 866,947 shares; 2025Q4: 866,637 shares 866,637 $236M 6.19% -310 Timeline TBIL 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097,416 shares; 2025Q4: 1,066,396 shares 1,066,396 $53.2M 1.4% -31,020 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: 35,041 shares; 2024Q3: 51,710 shares; 2024Q4: 54,009 shares; 2025Q1: 86,484 shares; 2025Q2: 110,134 shares; 2025Q3: 110,313 shares; 2025Q4: 109,341 shares 109,341 $52.9M 1.39% -972 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: 73,860 shares; 2024Q3: 89,291 shares; 2024Q4: 93,237 shares; 2025Q1: 109,325 shares; 2025Q2: 196,434 shares; 2025Q3: 197,102 shares; 2025Q4: 195,468 shares 195,468 $36.5M 0.96% -1,634 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: 209,951 shares; 2024Q3: 211,728 shares; 2024Q4: 209,556 shares; 2025Q1: 211,037 shares; 2025Q2: 216,128 shares; 2025Q3: 219,594 shares; 2025Q4: 219,905 shares 219,905 $31.6M 0.83% +311 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 293,201 shares; 2024Q4: 295,691 shares; 2025Q1: 349,587 shares; 2025Q2: 398,782 shares; 2025Q3: 444,830 shares; 2025Q4: 520,483 shares 520,483 $29.6M 0.78% +75,653 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: 1,969 shares; 2024Q3: 22,097 shares; 2024Q4: 39,942 shares; 2025Q1: 78,284 shares; 2025Q2: 78,909 shares; 2025Q3: 76,531 shares; 2025Q4: 76,988 shares 76,988 $26.6M 0.7% +457 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: 298,504 shares; 2024Q3: 298,074 shares; 2024Q4: 315,052 shares; 2025Q1: 389,152 shares; 2025Q2: 386,674 shares; 2025Q3: 386,553 shares; 2025Q4: 386,047 shares 386,047 $25.5M 0.67% -506 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: 10,897 shares; 2024Q3: 12,573 shares; 2024Q4: 12,217 shares; 2025Q1: 13,697 shares; 2025Q2: 27,411 shares; 2025Q3: 38,326 shares; 2025Q4: 38,995 shares 38,995 $24.5M 0.64% +669 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 829,914 shares 829,914 $24.3M 0.64% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 209,610 shares; 2024Q3: 265,184 shares; 2024Q4: 283,127 shares; 2025Q1: 243,158 shares; 2025Q2: 260,020 shares; 2025Q3: 280,061 shares; 2025Q4: 278,692 shares 278,692 $24.3M 0.64% -1,369 Timeline IGPT 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,158 shares; 2025Q3: 303,057 shares; 2025Q4: 367,504 shares 367,504 $21.9M 0.57% +64,447 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: 30,214 shares; 2024Q3: 46,431 shares; 2024Q4: 48,990 shares; 2025Q1: 55,228 shares; 2025Q2: 87,373 shares; 2025Q3: 88,641 shares; 2025Q4: 91,849 shares 91,849 $21.2M 0.56% +3,208 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225,613 shares; 2025Q2: 444,442 shares; 2025Q3: 575,848 shares; 2025Q4: 253,645 shares 253,645 $20.9M 0.55% -322,203 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: 8,113 shares; 2024Q3: 9,208 shares; 2024Q4: 9,911 shares; 2025Q1: 10,676 shares; 2025Q2: 13,191 shares; 2025Q3: 12,639 shares; 2025Q4: 103,985 shares 103,985 $20.7M 0.54% +91,346 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,088 shares; 2024Q3: 10,587 shares; 2024Q4: 10,536 shares; 2025Q1: 60,986 shares; 2025Q2: 60,111 shares; 2025Q3: 61,597 shares; 2025Q4: 80,650 shares 80,650 $20.2M 0.53% +19,053 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: 146,587 shares; 2024Q3: 150,440 shares; 2024Q4: 147,747 shares; 2025Q1: 166,784 shares; 2025Q2: 166,442 shares; 2025Q3: 165,159 shares; 2025Q4: 163,821 shares 163,821 $19.7M 0.52% -1,338 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: 21,410 shares; 2024Q3: 26,263 shares; 2024Q4: 31,912 shares; 2025Q1: 43,435 shares; 2025Q2: 60,533 shares; 2025Q3: 58,648 shares; 2025Q4: 60,330 shares 60,330 $18.9M 0.5% +1,682 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: 66,801 shares; 2024Q3: 74,678 shares; 2024Q4: 80,314 shares; 2025Q1: 68,286 shares; 2025Q2: 68,516 shares; 2025Q3: 71,430 shares; 2025Q4: 72,574 shares 72,574 $18.4M 0.48% +1,144 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,259 shares; 2025Q2: 123,689 shares; 2025Q3: 129,129 shares; 2025Q4: 211,374 shares 211,374 $18M 0.47% +82,245 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 268,850 shares; 2024Q4: 318,777 shares; 2025Q1: 302,651 shares; 2025Q2: 317,586 shares; 2025Q3: 346,275 shares; 2025Q4: 362,631 shares 362,631 $17.2M 0.45% +16,356 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 170,411 shares; 2024Q3: 212,113 shares; 2024Q4: 237,285 shares; 2025Q1: 275,287 shares; 2025Q2: 279,548 shares; 2025Q3: 277,952 shares; 2025Q4: 280,152 shares 280,152 $17.1M 0.45% +2,200 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: 36,544 shares; 2024Q3: 38,652 shares; 2024Q4: 39,138 shares; 2025Q1: 41,381 shares; 2025Q2: 39,535 shares; 2025Q3: 39,744 shares; 2025Q4: 40,632 shares 40,632 $15.2M 0.4% +888 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: 9,065 shares; 2024Q3: 11,755 shares; 2024Q4: 14,544 shares; 2025Q1: 19,628 shares; 2025Q2: 23,948 shares; 2025Q3: 23,831 shares; 2025Q4: 21,565 shares 21,565 $14.2M 0.37% -2,266 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299,225 shares 299,225 $14.2M 0.37% new 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: 16,496 shares; 2024Q3: 21,904 shares; 2024Q4: 26,106 shares; 2025Q1: 28,973 shares; 2025Q2: 42,858 shares; 2025Q3: 43,791 shares; 2025Q4: 44,095 shares 44,095 $13.8M 0.36% +304 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 333,991 shares; 2025Q2: 458,748 shares; 2025Q3: 492,313 shares; 2025Q4: 516,197 shares 516,197 $11.4M 0.3% +23,884 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: 13,749 shares; 2024Q3: 18,028 shares; 2024Q4: 20,790 shares; 2025Q1: 26,879 shares; 2025Q2: 35,572 shares; 2025Q3: 35,669 shares; 2025Q4: 35,303 shares 35,303 $11.4M 0.3% -366 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: 6,010 shares; 2024Q3: 8,535 shares; 2024Q4: 9,248 shares; 2025Q1: 11,233 shares; 2025Q2: 22,374 shares; 2025Q3: 22,237 shares; 2025Q4: 23,406 shares 23,406 $10.5M 0.28% +1,169 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 61,188 shares; 2024Q3: 75,028 shares; 2024Q4: 80,284 shares; 2025Q1: 86,080 shares; 2025Q2: 94,342 shares; 2025Q3: 101,174 shares; 2025Q4: 102,809 shares 102,809 $10.5M 0.28% +1,635 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 106,084 shares; 2024Q3: 258,864 shares; 2024Q4: 294,556 shares; 2025Q1: 174,744 shares; 2025Q2: 215,267 shares; 2025Q3: 229,451 shares; 2025Q4: 192,319 shares 192,319 $8.9M 0.23% -37,132 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: 4,605 shares; 2024Q3: 11,344 shares; 2024Q4: 11,807 shares; 2025Q1: 13,131 shares; 2025Q2: 18,179 shares; 2025Q3: 17,943 shares; 2025Q4: 17,690 shares 17,690 $8.89M 0.23% -253 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: 35,405 shares; 2024Q3: 34,888 shares; 2024Q4: 34,635 shares; 2025Q1: 33,073 shares; 2025Q2: 32,605 shares; 2025Q3: 32,038 shares; 2025Q4: 31,269 shares 31,269 $8.66M 0.23% -769 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 117,041 shares; 2024Q3: 143,700 shares; 2024Q4: 160,028 shares; 2025Q1: 213,258 shares; 2025Q2: 225,525 shares; 2025Q3: 229,862 shares; 2025Q4: 196,333 shares 196,333 $8.5M 0.22% -33,529 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,325 shares; 2024Q3: 13,328 shares; 2024Q4: 13,078 shares; 2025Q1: 13,078 shares; 2025Q2: 13,078 shares; 2025Q3: 12,828 shares; 2025Q4: 12,829 shares 12,829 $7.47M 0.2% +1 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 95,496 shares; 2024Q3: 104,370 shares; 2024Q4: 120,260 shares; 2025Q1: 140,860 shares; 2025Q2: 129,608 shares; 2025Q3: 136,155 shares; 2025Q4: 141,073 shares 141,073 $7.21M 0.19% +4,918 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: 2,428 shares; 2024Q3: 2,918 shares; 2024Q4: 3,010 shares; 2025Q1: 3,478 shares; 2025Q2: 5,962 shares; 2025Q3: 5,495 shares; 2025Q4: 6,403 shares 6,403 $6.88M 0.18% +908 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455,019 shares; 2025Q2: 418,444 shares; 2025Q3: 429,256 shares; 2025Q4: 267,194 shares 267,194 $6.74M 0.18% -162,062 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: 5,668 shares; 2024Q3: 6,610 shares; 2024Q4: 10,349 shares; 2025Q1: 17,401 shares; 2025Q2: 18,580 shares; 2025Q3: 18,588 shares; 2025Q4: 18,060 shares 18,060 $6.68M 0.18% -528 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: 5,926 shares; 2024Q3: 9,098 shares; 2024Q4: 11,721 shares; 2025Q1: 17,050 shares; 2025Q2: 19,848 shares; 2025Q3: 19,348 shares; 2025Q4: 19,137 shares 19,137 $6.58M 0.17% -211 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 187,995 shares; 2024Q3: 193,842 shares; 2024Q4: 188,723 shares; 2025Q1: 236,298 shares; 2025Q2: 253,926 shares; 2025Q3: 242,922 shares; 2025Q4: 244,653 shares 244,653 $6.48M 0.17% +1,731 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: 5,736 shares; 2024Q3: 8,317 shares; 2024Q4: 9,678 shares; 2025Q1: 12,439 shares; 2025Q2: 17,563 shares; 2025Q3: 17,089 shares; 2025Q4: 17,477 shares 17,477 $6.13M 0.16% +388 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: 5,409 shares; 2024Q3: 6,922 shares; 2024Q4: 9,889 shares; 2025Q1: 15,671 shares; 2025Q2: 18,641 shares; 2025Q3: 18,514 shares; 2025Q4: 19,182 shares 19,182 $5.68M 0.15% +668 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: 6,248 shares; 2024Q3: 7,056 shares; 2024Q4: 9,727 shares; 2025Q1: 16,196 shares; 2025Q2: 23,052 shares; 2025Q3: 23,317 shares; 2025Q4: 23,079 shares 23,079 $5.27M 0.14% -238 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: 5,493 shares; 2024Q3: 9,660 shares; 2024Q4: 9,643 shares; 2025Q1: 8,945 shares; 2025Q2: 8,111 shares; 2025Q3: 8,814 shares; 2025Q4: 8,514 shares 8,514 $5.23M 0.14% -300 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: 17,628 shares; 2024Q3: 25,337 shares; 2024Q4: 24,878 shares; 2025Q1: 26,738 shares; 2025Q2: 39,111 shares; 2025Q3: 40,327 shares; 2025Q4: 44,435 shares 44,435 $4.95M 0.13% +4,108 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: 10,581 shares; 2024Q3: 15,609 shares; 2024Q4: 20,550 shares; 2025Q1: 21,929 shares; 2025Q2: 39,981 shares; 2025Q3: 40,107 shares; 2025Q4: 40,743 shares 40,743 $4.9M 0.13% +636 Timeline IQDG 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: 495,195 shares; 2024Q3: 537,445 shares; 2024Q4: 572,669 shares; 2025Q1: 190,313 shares; 2025Q2: 161,306 shares; 2025Q3: 156,561 shares; 2025Q4: 117,578 shares 117,578 $4.88M 0.13% -38,983 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: 2,235 shares; 2024Q3: 3,052 shares; 2024Q4: 3,362 shares; 2025Q1: 6,855 shares; 2025Q2: 7,623 shares; 2025Q3: 7,821 shares; 2025Q4: 5,183 shares 5,183 $4.47M 0.12% -2,638 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: 12,536 shares; 2024Q3: 15,547 shares; 2024Q4: 17,419 shares; 2025Q1: 22,522 shares; 2025Q2: 28,021 shares; 2025Q3: 31,125 shares; 2025Q4: 27,930 shares 27,930 $4.26M 0.11% -3,195 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 112,051 shares; 2024Q3: 126,715 shares; 2024Q4: 160,004 shares; 2025Q1: 91,391 shares; 2025Q2: 143,568 shares; 2025Q3: 161,371 shares; 2025Q4: 167,586 shares 167,586 $4.22M 0.11% +6,215 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,802 shares; 2024Q3: 26,070 shares; 2024Q4: 90,546 shares; 2025Q1: 94,588 shares; 2025Q2: 103,361 shares; 2025Q3: 64,215 shares; 2025Q4: 69,374 shares 69,374 $4.22M 0.11% +5,159 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 46,479 shares; 2024Q3: 49,099 shares; 2024Q4: 54,998 shares; 2025Q1: 52,513 shares; 2025Q2: 40,719 shares; 2025Q3: 38,730 shares; 2025Q4: 36,146 shares 36,146 $4.12M 0.11% -2,584 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,720 shares; 2024Q3: 49,099 shares; 2024Q4: 48,981 shares; 2025Q1: 48,828 shares; 2025Q2: 45,225 shares; 2025Q3: 44,220 shares; 2025Q4: 43,517 shares 43,517 $4.1M 0.11% -703 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: 6,625 shares; 2024Q3: 21,776 shares; 2024Q4: 18,062 shares; 2025Q1: 16,752 shares; 2025Q2: 15,390 shares; 2025Q3: 12,902 shares; 2025Q4: 12,109 shares 12,109 $4.06M 0.11% -793 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: 4,502 shares; 2024Q3: 5,091 shares; 2024Q4: 5,121 shares; 2025Q1: 18,916 shares; 2025Q2: 24,150 shares; 2025Q3: 20,788 shares; 2025Q4: 23,078 shares 23,078 $3.7M 0.1% +2,290 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: 11,422 shares; 2024Q3: 13,596 shares; 2024Q4: 18,754 shares; 2025Q1: 29,098 shares; 2025Q2: 28,989 shares; 2025Q3: 33,921 shares; 2025Q4: 25,331 shares 25,331 $3.63M 0.1% -8,590 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: 3,842 shares; 2024Q3: 4,302 shares; 2024Q4: 4,470 shares; 2025Q1: 4,557 shares; 2025Q2: 7,427 shares; 2025Q3: 7,808 shares; 2025Q4: 6,351 shares 6,351 $3.63M 0.1% -1,457 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: 3,183 shares; 2024Q3: 4,590 shares; 2024Q4: 5,922 shares; 2025Q1: 8,891 shares; 2025Q2: 12,495 shares; 2025Q3: 13,024 shares; 2025Q4: 11,630 shares 11,630 $3.55M 0.09% -1,394 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 80,157 shares; 2024Q3: 83,203 shares; 2024Q4: 113,606 shares; 2025Q1: 127,044 shares; 2025Q2: 117,986 shares; 2025Q3: 125,133 shares; 2025Q4: 138,672 shares 138,672 $3.37M 0.09% +13,539 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: 9,177 shares; 2024Q3: 13,466 shares; 2024Q4: 13,337 shares; 2025Q1: 12,069 shares; 2025Q2: 17,748 shares; 2025Q3: 17,962 shares; 2025Q4: 16,891 shares 16,891 $3.29M 0.09% -1,071 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: 13,481 shares; 2024Q3: 16,824 shares; 2024Q4: 15,451 shares; 2025Q1: 15,216 shares; 2025Q2: 22,146 shares; 2025Q3: 28,118 shares; 2025Q4: 30,758 shares 30,758 $3.24M 0.09% +2,640 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: 2,400 shares; 2024Q3: 2,901 shares; 2024Q4: 2,767 shares; 2025Q1: 2,993 shares; 2025Q2: 10,020 shares; 2025Q3: 11,026 shares; 2025Q4: 11,293 shares 11,293 $3.22M 0.08% +267 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: 30,821 shares; 2024Q3: 73,823 shares; 2024Q4: 68,735 shares; 2025Q1: 66,217 shares; 2025Q2: 54,680 shares; 2025Q3: 39,447 shares; 2025Q4: 46,972 shares 46,972 $3.16M 0.08% +7,525 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: not reported; 2024Q3: not reported; 2024Q4: 6,764 shares; 2025Q1: 6,232 shares; 2025Q2: 16,180 shares; 2025Q3: 16,597 shares; 2025Q4: 16,742 shares 16,742 $2.98M 0.08% +145 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: 16,420 shares; 2024Q3: 16,535 shares; 2024Q4: 19,896 shares; 2025Q1: 28,951 shares; 2025Q2: 37,838 shares; 2025Q3: 38,183 shares; 2025Q4: 38,292 shares 38,292 $2.95M 0.08% +109 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: 204,458 shares; 2024Q3: 225,475 shares; 2024Q4: 246,594 shares; 2025Q1: 154,298 shares; 2025Q2: 37,849 shares; 2025Q3: 24,460 shares; 2025Q4: 19,783 shares 19,783 $2.95M 0.08% -4,677 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: 5,883 shares; 2024Q3: 7,320 shares; 2024Q4: 9,021 shares; 2025Q1: 13,462 shares; 2025Q2: 13,258 shares; 2025Q3: 13,495 shares; 2025Q4: 13,741 shares 13,741 $2.94M 0.08% +246 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,920 shares; 2024Q3: 12,315 shares; 2024Q4: 9,220 shares; 2025Q1: 7,420 shares; 2025Q2: 8,570 shares; 2025Q3: 13,220 shares; 2025Q4: 25,583 shares 25,583 $2.91M 0.08% +12,363 Timeline QQMG 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: 18,495 shares; 2024Q3: 38,860 shares; 2024Q4: 58,308 shares; 2025Q1: 61,468 shares; 2025Q2: 62,662 shares; 2025Q3: 66,376 shares; 2025Q4: 68,029 shares 68,029 $2.88M 0.08% +1,653 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: 3,049 shares; 2024Q3: 3,782 shares; 2024Q4: 3,667 shares; 2025Q1: 3,639 shares; 2025Q2: 5,148 shares; 2025Q3: 5,051 shares; 2025Q4: 4,944 shares 4,944 $2.83M 0.07% -107 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: 28,751 shares; 2024Q3: 34,735 shares; 2024Q4: 31,406 shares; 2025Q1: 31,535 shares; 2025Q2: 49,949 shares; 2025Q3: 52,165 shares; 2025Q4: 51,440 shares 51,440 $2.83M 0.07% -725 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: 6,534 shares; 2024Q3: 6,297 shares; 2024Q4: 6,323 shares; 2025Q1: 5,880 shares; 2025Q2: 5,937 shares; 2025Q3: 5,824 shares; 2025Q4: 5,799 shares 5,799 $2.74M 0.07% -25 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: 3,118 shares; 2024Q3: 4,194 shares; 2024Q4: 7,159 shares; 2025Q1: 12,270 shares; 2025Q2: 11,848 shares; 2025Q3: 12,805 shares; 2025Q4: 10,673 shares 10,673 $2.74M 0.07% -2,132 Timeline IXP 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: 25,337 shares; 2024Q3: 24,792 shares; 2024Q4: 24,377 shares; 2025Q1: 20,464 shares; 2025Q2: 23,808 shares; 2025Q3: 22,938 shares; 2025Q4: 22,593 shares 22,593 $2.74M 0.07% -345 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: 78,656 shares; 2024Q3: 80,611 shares; 2024Q4: 82,301 shares; 2025Q1: 16,113 shares; 2025Q2: 20,189 shares; 2025Q3: 19,996 shares; 2025Q4: 23,591 shares 23,591 $2.68M 0.07% +3,595 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: 6,953 shares; 2024Q3: 8,349 shares; 2024Q4: 8,774 shares; 2025Q1: 9,489 shares; 2025Q2: 14,372 shares; 2025Q3: 14,547 shares; 2025Q4: 14,505 shares 14,505 $2.66M 0.07% -42 Timeline XSOE 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: 24,394 shares; 2024Q3: 34,951 shares; 2024Q4: 49,160 shares; 2025Q1: 42,924 shares; 2025Q2: 59,990 shares; 2025Q3: 58,867 shares; 2025Q4: 66,755 shares 66,755 $2.6M 0.07% +7,888 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: 581 shares; 2024Q3: 613 shares; 2024Q4: 1,082 shares; 2025Q1: 2,056 shares; 2025Q2: 2,139 shares; 2025Q3: 2,097 shares; 2025Q4: 2,113 shares 2,113 $2.57M 0.07% +16 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: 2,663 shares; 2024Q3: 4,855 shares; 2024Q4: 4,940 shares; 2025Q1: 5,076 shares; 2025Q2: 7,899 shares; 2025Q3: 7,878 shares; 2025Q4: 8,104 shares 8,104 $2.5M 0.07% +226 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: 7,630 shares; 2024Q3: 8,011 shares; 2024Q4: 11,661 shares; 2025Q1: 15,713 shares; 2025Q2: 22,769 shares; 2025Q3: 22,534 shares; 2025Q4: 23,288 shares 23,288 $2.49M 0.07% +754 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: 1,095 shares; 2024Q3: 1,819 shares; 2024Q4: 1,806 shares; 2025Q1: 1,869 shares; 2025Q2: 2,866 shares; 2025Q3: 2,771 shares; 2025Q4: 2,793 shares 2,793 $2.46M 0.06% +22 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: 1,793 shares; 2024Q3: 2,220 shares; 2024Q4: 2,247 shares; 2025Q1: 2,337 shares; 2025Q2: 3,851 shares; 2025Q3: 3,665 shares; 2025Q4: 26,174 shares 26,174 $2.45M 0.06% +22,509 Timeline CMF 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: 18,519 shares; 2024Q3: 18,186 shares; 2024Q4: 17,985 shares; 2025Q1: 17,506 shares; 2025Q2: 37,790 shares; 2025Q3: 39,218 shares; 2025Q4: 41,843 shares 41,843 $2.4M 0.06% +2,625 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: 40,910 shares; 2024Q3: 43,029 shares; 2024Q4: 43,097 shares; 2025Q1: 44,654 shares; 2025Q2: 42,289 shares; 2025Q3: 39,296 shares; 2025Q4: 37,022 shares 37,022 $2.37M 0.06% -2,274 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: 16,028 shares; 2024Q3: 17,353 shares; 2024Q4: 17,415 shares; 2025Q1: 18,112 shares; 2025Q2: 24,708 shares; 2025Q3: 24,954 shares; 2025Q4: 25,142 shares 25,142 $2.34M 0.06% +188 Timeline BEEZ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,479 shares; 2024Q3: 45,307 shares; 2024Q4: 60,340 shares; 2025Q1: 61,658 shares; 2025Q2: 62,380 shares; 2025Q3: 67,237 shares; 2025Q4: 70,716 shares 70,716 $2.32M 0.06% +3,479 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: 4,086 shares; 2024Q3: 5,228 shares; 2024Q4: 5,159 shares; 2025Q1: 6,026 shares; 2025Q2: 7,641 shares; 2025Q3: 5,636 shares; 2025Q4: 6,934 shares 6,934 $2.29M 0.06% +1,298 Timeline QEFA 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: 27,112 shares; 2024Q3: 29,490 shares; 2024Q4: 30,535 shares; 2025Q1: 30,919 shares; 2025Q2: 30,909 shares; 2025Q3: 30,604 shares; 2025Q4: 24,812 shares 24,812 $2.25M 0.06% -5,792 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: 19,696 shares; 2024Q3: 74,104 shares; 2024Q4: 62,569 shares; 2025Q1: 59,770 shares; 2025Q2: 62,971 shares; 2025Q3: 37,108 shares; 2025Q4: 35,019 shares 35,019 $2.19M 0.06% -2,089 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,997 shares; 2024Q3: 44,590 shares; 2024Q4: 28,752 shares; 2025Q1: 25,509 shares; 2025Q2: 23,908 shares; 2025Q3: 24,172 shares; 2025Q4: 27,178 shares 27,178 $2.18M 0.06% +3,006 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: 5,596 shares; 2024Q3: 8,459 shares; 2024Q4: 8,960 shares; 2025Q1: 9,437 shares; 2025Q2: 12,024 shares; 2025Q3: 12,540 shares; 2025Q4: 13,008 shares 13,008 $2M 0.05% +468 Timeline ISPY 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: 6,436 shares; 2024Q3: 6,420 shares; 2024Q4: 10,471 shares; 2025Q1: 10,273 shares; 2025Q2: 9,346 shares; 2025Q3: 35,383 shares; 2025Q4: 43,763 shares 43,763 $2M 0.05% +8,380 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,696 shares; 2024Q3: 19,899 shares; 2024Q4: 19,395 shares; 2025Q1: 45,311 shares; 2025Q2: 25,181 shares; 2025Q3: 24,537 shares; 2025Q4: 24,987 shares 24,987 $2M 0.05% +450 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: 1,693 shares; 2024Q3: 1,985 shares; 2024Q4: 1,686 shares; 2025Q1: 2,192 shares; 2025Q2: 3,254 shares; 2025Q3: 3,405 shares; 2025Q4: 3,417 shares 3,417 $1.98M 0.05% +12 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: 4,185 shares; 2024Q3: 15,874 shares; 2024Q4: 26,531 shares; 2025Q1: 26,670 shares; 2025Q2: 24,960 shares; 2025Q3: 23,327 shares; 2025Q4: 45,758 shares 45,758 $1.95M 0.05% +22,431 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,038 shares; 2024Q3: 4,281 shares; 2024Q4: 4,465 shares; 2025Q1: not reported; 2025Q2: 10,514 shares; 2025Q3: 10,423 shares; 2025Q4: 10,543 shares 10,543 $1.95M 0.05% +120 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,113 shares; 2024Q3: 26,613 shares; 2024Q4: 32,296 shares; 2025Q1: 35,196 shares; 2025Q2: 37,561 shares; 2025Q3: 59,061 shares; 2025Q4: 133,061 shares 133,061 $1.93M 0.05% +74,000 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: 25,073 shares; 2024Q3: 25,332 shares; 2024Q4: 26,966 shares; 2025Q1: 25,864 shares; 2025Q2: 35,203 shares; 2025Q3: 33,398 shares; 2025Q4: 35,511 shares 35,511 $1.91M 0.05% +2,113 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,969 shares; 2024Q3: 10,564 shares; 2024Q4: 13,769 shares; 2025Q1: 35,969 shares; 2025Q2: 54,419 shares; 2025Q3: 35,369 shares; 2025Q4: 29,323 shares 29,323 $1.89M 0.05% -6,046 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,962 shares; 2025Q4: 55,134 shares 55,134 $1.84M 0.05% +49,172 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: not reported; 2024Q3: 1,303 shares; 2024Q4: 1,769 shares; 2025Q1: 1,708 shares; 2025Q2: 2,180 shares; 2025Q3: 2,131 shares; 2025Q4: 2,786 shares 2,786 $1.82M 0.05% +655 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: 13,548 shares; 2024Q3: 15,280 shares; 2024Q4: 17,058 shares; 2025Q1: 16,600 shares; 2025Q2: 16,242 shares; 2025Q3: 16,695 shares; 2025Q4: 16,945 shares 16,945 $1.81M 0.05% +250 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: 2,982 shares; 2024Q3: 3,860 shares; 2024Q4: 4,557 shares; 2025Q1: 4,245 shares; 2025Q2: 5,181 shares; 2025Q3: 6,761 shares; 2025Q4: 5,938 shares 5,938 $1.8M 0.05% -823 Timeline JSTC 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: not reported; 2024Q3: 51,885 shares; 2024Q4: 75,817 shares; 2025Q1: 78,082 shares; 2025Q2: 79,317 shares; 2025Q3: 84,825 shares; 2025Q4: 88,708 shares 88,708 $1.8M 0.05% +3,883 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: 4,114 shares; 2024Q3: 4,638 shares; 2024Q4: 4,922 shares; 2025Q1: 5,214 shares; 2025Q2: 7,639 shares; 2025Q3: 6,974 shares; 2025Q4: 7,625 shares 7,625 $1.76M 0.05% +651 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 4,703 shares; 2025Q4: 4,773 shares 4,773 $1.76M 0.05% +70 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: 56,901 shares; 2024Q3: 74,156 shares; 2024Q4: 90,057 shares; 2025Q1: 101,332 shares; 2025Q2: 31,255 shares; 2025Q3: 30,220 shares; 2025Q4: 39,107 shares 39,107 $1.75M 0.05% +8,887 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: 2,117 shares; 2024Q3: 3,014 shares; 2024Q4: 3,011 shares; 2025Q1: 2,800 shares; 2025Q2: 5,401 shares; 2025Q3: 5,035 shares; 2025Q4: 5,172 shares 5,172 $1.69M 0.04% +137 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: 6,497 shares; 2024Q3: 16,914 shares; 2024Q4: 15,761 shares; 2025Q1: 15,211 shares; 2025Q2: 20,297 shares; 2025Q3: 20,100 shares; 2025Q4: 21,064 shares 21,064 $1.69M 0.04% +964 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: 11,553 shares; 2024Q3: 21,879 shares; 2024Q4: 22,227 shares; 2025Q1: 23,123 shares; 2025Q2: 34,444 shares; 2025Q3: 34,576 shares; 2025Q4: 41,124 shares 41,124 $1.67M 0.04% +6,548 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: 7,928 shares; 2024Q3: 9,090 shares; 2024Q4: 11,018 shares; 2025Q1: 12,512 shares; 2025Q2: 9,142 shares; 2025Q3: 9,115 shares; 2025Q4: 8,716 shares 8,716 $1.67M 0.04% -399 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: 1,636 shares; 2024Q3: 3,851 shares; 2024Q4: 5,631 shares; 2025Q1: 11,042 shares; 2025Q2: 9,198 shares; 2025Q3: 8,426 shares; 2025Q4: 8,318 shares 8,318 $1.66M 0.04% -108 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: 10,008 shares; 2024Q3: 11,164 shares; 2024Q4: 10,621 shares; 2025Q1: 11,539 shares; 2025Q2: 28,348 shares; 2025Q3: 19,682 shares; 2025Q4: 23,616 shares 23,616 $1.65M 0.04% +3,934 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32,682 shares; 2024Q3: 38,717 shares; 2024Q4: 18,650 shares; 2025Q1: 20,915 shares; 2025Q2: 17,428 shares; 2025Q3: 16,062 shares; 2025Q4: 14,080 shares 14,080 $1.62M 0.04% -1,982 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: 4,446 shares; 2024Q3: 4,781 shares; 2024Q4: 4,829 shares; 2025Q1: 4,943 shares; 2025Q2: 6,919 shares; 2025Q3: 3,506 shares; 2025Q4: 6,039 shares 6,039 $1.62M 0.04% +2,533 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: 868 shares; 2024Q3: 1,096 shares; 2024Q4: 1,841 shares; 2025Q1: 6,998 shares; 2025Q2: 8,329 shares; 2025Q3: 7,289 shares; 2025Q4: 8,723 shares 8,723 $1.61M 0.04% +1,434 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: 16,938 shares; 2024Q3: 54,685 shares; 2024Q4: 54,616 shares; 2025Q1: 53,361 shares; 2025Q2: 63,277 shares; 2025Q3: 21,381 shares; 2025Q4: 17,911 shares 17,911 $1.6M 0.04% -3,470 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 59,271 shares; 2024Q4: 58,641 shares; 2025Q1: 58,702 shares; 2025Q2: 60,621 shares; 2025Q3: 60,615 shares; 2025Q4: 61,118 shares 61,118 $1.59M 0.04% +503 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: 3,892 shares; 2024Q3: 4,586 shares; 2024Q4: 4,623 shares; 2025Q1: 4,586 shares; 2025Q2: 4,636 shares; 2025Q3: 4,781 shares; 2025Q4: 3,991 shares 3,991 $1.58M 0.04% -790 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: 1,158 shares; 2024Q3: 1,431 shares; 2024Q4: 4,186 shares; 2025Q1: 8,582 shares; 2025Q2: 8,910 shares; 2025Q3: 9,102 shares; 2025Q4: 9,589 shares 9,589 $1.56M 0.04% +487 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: 2,031 shares; 2024Q3: 3,624 shares; 2024Q4: 3,678 shares; 2025Q1: 4,948 shares; 2025Q2: 6,158 shares; 2025Q3: 6,225 shares; 2025Q4: 5,878 shares 5,878 $1.56M 0.04% -347 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: 1,679 shares; 2024Q3: not reported; 2024Q4: 2,013 shares; 2025Q1: 1,199 shares; 2025Q2: 5,184 shares; 2025Q3: 965 shares; 2025Q4: 6,283 shares 6,283 $1.55M 0.04% +5,318 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: 14,701 shares; 2024Q3: 8,148 shares; 2024Q4: 7,040 shares; 2025Q1: 7,437 shares; 2025Q2: 11,801 shares; 2025Q3: 12,589 shares; 2025Q4: 13,087 shares 13,087 $1.53M 0.04% +498 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: 941 shares; 2024Q3: 1,020 shares; 2024Q4: 1,039 shares; 2025Q1: 1,688 shares; 2025Q2: 2,821 shares; 2025Q3: 1,479 shares; 2025Q4: 2,696 shares 2,696 $1.53M 0.04% +1,217 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: 2,914 shares; 2024Q3: 3,379 shares; 2024Q4: 3,329 shares; 2025Q1: 3,663 shares; 2025Q2: 8,062 shares; 2025Q3: 8,180 shares; 2025Q4: 8,255 shares 8,255 $1.47M 0.04% +75 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: 1,913 shares; 2024Q3: 2,073 shares; 2024Q4: 2,963 shares; 2025Q1: 4,199 shares; 2025Q2: 6,059 shares; 2025Q3: 5,888 shares; 2025Q4: 6,175 shares 6,175 $1.41M 0.04% +287 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: not reported; 2024Q3: not reported; 2024Q4: 5,969 shares; 2025Q1: 6,679 shares; 2025Q2: 6,957 shares; 2025Q3: 7,524 shares; 2025Q4: 8,185 shares 8,185 $1.4M 0.04% +661 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: 6,900 shares; 2024Q3: 7,279 shares; 2024Q4: 7,365 shares; 2025Q1: 8,127 shares; 2025Q2: 6,351 shares; 2025Q3: 5,908 shares; 2025Q4: 6,550 shares 6,550 $1.39M 0.04% +642 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: 3,648 shares; 2024Q3: 4,278 shares; 2024Q4: 3,932 shares; 2025Q1: 5,210 shares; 2025Q2: 6,435 shares; 2025Q3: 7,746 shares; 2025Q4: 8,024 shares 8,024 $1.37M 0.04% +278 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: 3,737 shares; 2024Q3: 4,872 shares; 2024Q4: 4,898 shares; 2025Q1: 5,417 shares; 2025Q2: 14,510 shares; 2025Q3: 12,964 shares; 2025Q4: 10,743 shares 10,743 $1.35M 0.04% -2,221 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: 1,498 shares; 2024Q3: 4,074 shares; 2024Q4: 4,030 shares; 2025Q1: 4,088 shares; 2025Q2: 5,333 shares; 2025Q3: 5,430 shares; 2025Q4: 5,555 shares 5,555 $1.34M 0.04% +125 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: 10,208 shares; 2024Q3: 18,452 shares; 2024Q4: not reported; 2025Q1: 12,079 shares; 2025Q2: 37,191 shares; 2025Q3: 34,335 shares; 2025Q4: 36,129 shares 36,129 $1.33M 0.04% +1,794 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,218 shares; 2024Q3: 16,281 shares; 2024Q4: 24,521 shares; 2025Q1: 25,902 shares; 2025Q2: 26,400 shares; 2025Q3: 28,111 shares; 2025Q4: 29,488 shares 29,488 $1.33M 0.03% +1,377 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: not reported; 2024Q3: 6,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,465 shares; 2025Q3: 10,813 shares; 2025Q4: 26,735 shares 26,735 $1.29M 0.03% +15,922 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: 24,554 shares; 2024Q3: 36,292 shares; 2024Q4: 25,345 shares; 2025Q1: 28,555 shares; 2025Q2: 49,185 shares; 2025Q3: 56,526 shares; 2025Q4: 51,652 shares 51,652 $1.29M 0.03% -4,874 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,960 shares; 2024Q3: 14,073 shares; 2024Q4: 10,704 shares; 2025Q1: 9,471 shares; 2025Q2: 9,425 shares; 2025Q3: 8,385 shares; 2025Q4: 8,290 shares 8,290 $1.28M 0.03% -95 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 121,264 shares; 2024Q3: 143,596 shares; 2024Q4: 164,899 shares; 2025Q1: 160,358 shares; 2025Q2: 162,111 shares; 2025Q3: 167,074 shares; 2025Q4: 12,358 shares 12,358 $1.28M 0.03% -154,716 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,360 shares; 2024Q3: 2,402 shares; 2024Q4: 5,409 shares; 2025Q1: 11,119 shares; 2025Q2: 11,967 shares; 2025Q3: 11,314 shares; 2025Q4: 11,365 shares 11,365 $1.27M 0.03% +51 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: 2,560 shares; 2024Q3: 4,353 shares; 2024Q4: 5,960 shares; 2025Q1: 4,549 shares; 2025Q2: 6,059 shares; 2025Q3: 6,582 shares; 2025Q4: 5,814 shares 5,814 $1.26M 0.03% -768 Timeline SHYG 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: 58,315 shares; 2024Q3: 39,258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,230 shares; 2025Q4: 29,259 shares 29,259 $1.25M 0.03% +10,029 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: 4,630 shares; 2024Q3: 5,625 shares; 2024Q4: 5,913 shares; 2025Q1: 6,348 shares; 2025Q2: 10,401 shares; 2025Q3: 10,104 shares; 2025Q4: 10,178 shares 10,178 $1.25M 0.03% +74 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 128,429 shares; 2024Q3: 25,059 shares; 2024Q4: 24,130 shares; 2025Q1: 15,228 shares; 2025Q2: 10,204 shares; 2025Q3: 9,949 shares; 2025Q4: 9,117 shares 9,117 $1.25M 0.03% -832 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,716 shares; 2024Q3: 1,974 shares; 2024Q4: 2,025 shares; 2025Q1: 2,271 shares; 2025Q2: 4,783 shares; 2025Q3: 5,219 shares; 2025Q4: 2,892 shares 2,892 $1.23M 0.03% -2,327 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 144 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 171 shares; 2025Q3: 174 shares; 2025Q4: 169 shares 169 $1.23M 0.03% -5 Timeline JPME 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: 7,705 shares; 2024Q3: 8,812 shares; 2024Q4: 10,137 shares; 2025Q1: 10,401 shares; 2025Q2: 10,729 shares; 2025Q3: 9,405 shares; 2025Q4: 11,240 shares 11,240 $1.22M 0.03% +1,835 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: not reported; 2024Q3: 3,494 shares; 2024Q4: 4,093 shares; 2025Q1: 4,070 shares; 2025Q2: 8,292 shares; 2025Q3: 9,326 shares; 2025Q4: 9,970 shares 9,970 $1.17M 0.03% +644 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: 845 shares; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 997 shares; 2025Q2: 3,169 shares; 2025Q3: 1,499 shares; 2025Q4: 3,736 shares 3,736 $1.17M 0.03% +2,237 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: not reported; 2024Q3: 12,304 shares; 2024Q4: 9,757 shares; 2025Q1: 9,190 shares; 2025Q2: 8,227 shares; 2025Q3: 7,979 shares; 2025Q4: 7,742 shares 7,742 $1.15M 0.03% -237 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: 4,154 shares; 2024Q3: 2,624 shares; 2024Q4: 8,894 shares; 2025Q1: 2,631 shares; 2025Q2: 2,210 shares; 2025Q3: 4,547 shares; 2025Q4: 2,954 shares 2,954 $1.14M 0.03% -1,593 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 40,793 shares; 2024Q4: 29,455 shares; 2025Q1: 22,509 shares; 2025Q2: 20,398 shares; 2025Q3: 10,785 shares; 2025Q4: 10,694 shares 10,694 $1.14M 0.03% -91 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,097 shares; 2024Q3: 1,208 shares; 2024Q4: 1,200 shares; 2025Q1: 1,199 shares; 2025Q2: 2,009 shares; 2025Q3: 2,229 shares; 2025Q4: 1,721 shares 1,721 $1.14M 0.03% -508 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: 1,842 shares; 2024Q3: 1,862 shares; 2024Q4: 1,830 shares; 2025Q1: 1,925 shares; 2025Q2: 2,594 shares; 2025Q3: 1,957 shares; 2025Q4: 2,444 shares 2,444 $1.14M 0.03% +487 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: 1,221 shares; 2024Q3: 1,313 shares; 2024Q4: 1,294 shares; 2025Q1: 1,301 shares; 2025Q2: 1,891 shares; 2025Q3: 2,187 shares; 2025Q4: 2,153 shares 2,153 $1.13M 0.03% -34 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,779 shares; 2024Q3: 8,667 shares; 2024Q4: 8,720 shares; 2025Q1: 8,727 shares; 2025Q2: 8,738 shares; 2025Q3: 8,729 shares; 2025Q4: 8,627 shares 8,627 $1.12M 0.03% -102 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: 14,378 shares; 2024Q3: 14,469 shares; 2024Q4: 14,914 shares; 2025Q1: 15,318 shares; 2025Q2: 22,431 shares; 2025Q3: 21,771 shares; 2025Q4: 22,168 shares 22,168 $1.11M 0.03% +397 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: not reported; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 701 shares; 2025Q2: 907 shares; 2025Q3: 936 shares; 2025Q4: 1,034 shares 1,034 $1.11M 0.03% +98 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: 38,703 shares; 2024Q3: 43,292 shares; 2024Q4: 42,036 shares; 2025Q1: 44,441 shares; 2025Q2: 75,125 shares; 2025Q3: 73,923 shares; 2025Q4: 44,411 shares 44,411 $1.1M 0.03% -29,512 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: 360 shares; 2024Q3: 511 shares; 2024Q4: 501 shares; 2025Q1: 519 shares; 2025Q2: 1,111 shares; 2025Q3: 826 shares; 2025Q4: 7,191 shares 7,191 $1.1M 0.03% +6,365 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: 2,184 shares; 2024Q3: 2,458 shares; 2024Q4: 2,099 shares; 2025Q1: 2,125 shares; 2025Q2: 3,901 shares; 2025Q3: 2,170 shares; 2025Q4: 4,820 shares 4,820 $1.1M 0.03% +2,650 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,543 shares; 2024Q3: 3,874 shares; 2024Q4: 6,733 shares; 2025Q1: 10,488 shares; 2025Q2: 10,451 shares; 2025Q3: 9,662 shares; 2025Q4: 9,694 shares 9,694 $1.09M 0.03% +32 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: 2,610 shares; 2024Q3: 2,320 shares; 2024Q4: 2,062 shares; 2025Q1: 2,343 shares; 2025Q2: 3,375 shares; 2025Q3: 3,833 shares; 2025Q4: 3,092 shares 3,092 $1.08M 0.03% -741 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,847 shares; 2024Q4: 12,328 shares; 2025Q1: 13,004 shares; 2025Q2: 18,240 shares; 2025Q3: 18,002 shares; 2025Q4: 17,903 shares 17,903 $1.06M 0.03% -99 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: 1,673 shares; 2024Q3: 1,757 shares; 2024Q4: 1,766 shares; 2025Q1: 1,771 shares; 2025Q2: 4,555 shares; 2025Q3: 4,282 shares; 2025Q4: 4,357 shares 4,357 $1.06M 0.03% +75 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: 1,096 shares; 2024Q3: 1,413 shares; 2024Q4: 1,902 shares; 2025Q1: 1,835 shares; 2025Q2: 3,869 shares; 2025Q3: 2,945 shares; 2025Q4: 3,832 shares 3,832 $1.05M 0.03% +887 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: 3,903 shares; 2024Q3: 4,285 shares; 2024Q4: 4,351 shares; 2025Q1: 4,486 shares; 2025Q2: 7,729 shares; 2025Q3: 8,785 shares; 2025Q4: 10,436 shares 10,436 $1.04M 0.03% +1,651 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,277 shares; 2025Q3: 6,450 shares; 2025Q4: 6,452 shares 6,452 $1.03M 0.03% +2 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,659 shares; 2024Q4: 14,534 shares; 2025Q1: 15,448 shares; 2025Q2: 14,560 shares; 2025Q3: 15,272 shares; 2025Q4: 15,820 shares 15,820 $1.03M 0.03% +548 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,304 shares; 2024Q3: 24,576 shares; 2024Q4: 28,750 shares; 2025Q1: 41,070 shares; 2025Q2: 73,492 shares; 2025Q3: 88,038 shares; 2025Q4: 86,262 shares 86,262 $1.02M 0.03% -1,776 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 43,843 shares; 2024Q4: 42,890 shares; 2025Q1: 39,588 shares; 2025Q2: 37,308 shares; 2025Q3: 36,820 shares; 2025Q4: 21,717 shares 21,717 $1.02M 0.03% -15,103 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,298 shares; 2024Q3: 17,090 shares; 2024Q4: 16,087 shares; 2025Q1: 15,492 shares; 2025Q2: 15,881 shares; 2025Q3: 15,746 shares; 2025Q4: 13,288 shares 13,288 $1.01M 0.03% -2,458 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: 1,445 shares; 2024Q3: 2,780 shares; 2024Q4: 2,832 shares; 2025Q1: 2,125 shares; 2025Q2: 2,449 shares; 2025Q3: 3,526 shares; 2025Q4: 3,506 shares 3,506 $1.01M 0.03% -20 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,247 shares; 2024Q3: 11,220 shares; 2024Q4: 10,881 shares; 2025Q1: 11,199 shares; 2025Q2: 9,720 shares; 2025Q3: 10,188 shares; 2025Q4: 10,508 shares 10,508 $1.01M 0.03% +320 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: 2,412 shares; 2024Q3: 3,357 shares; 2024Q4: 3,518 shares; 2025Q1: 3,522 shares; 2025Q2: 4,650 shares; 2025Q3: 2,931 shares; 2025Q4: 4,604 shares 4,604 $1.01M 0.03% +1,673 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 36,509 shares; 2024Q4: 36,509 shares; 2025Q1: 36,574 shares; 2025Q2: 36,730 shares; 2025Q3: 36,710 shares; 2025Q4: 38,362 shares 38,362 $1.01M 0.03% +1,652 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: 582 shares; 2024Q3: 679 shares; 2024Q4: 477 shares; 2025Q1: 576 shares; 2025Q2: 743 shares; 2025Q3: 1,217 shares; 2025Q4: 1,307 shares 1,307 $1.01M 0.03% +90 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: not reported; 2024Q3: not reported; 2024Q4: 22,468 shares; 2025Q1: 28,623 shares; 2025Q2: 28,381 shares; 2025Q3: 49,452 shares; 2025Q4: 32,530 shares 32,530 $1.01M 0.03% -16,922 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,319 shares; 2025Q1: 4,760 shares; 2025Q2: 11,780 shares; 2025Q3: 12,262 shares; 2025Q4: 12,377 shares 12,377 $1.01M 0.03% +115 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,688 shares; 2024Q3: 35,388 shares; 2024Q4: 67,838 shares; 2025Q1: 82,588 shares; 2025Q2: 54,650 shares; 2025Q3: 56,650 shares; 2025Q4: 65,650 shares 65,650 $1M 0.03% +9,000 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 511 shares; 2024Q3: 551 shares; 2024Q4: 550 shares; 2025Q1: 579 shares; 2025Q2: 607 shares; 2025Q3: 568 shares; 2025Q4: 593 shares 593 $1M 0.03% +25 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: 3,521 shares; 2024Q3: 3,863 shares; 2024Q4: 3,734 shares; 2025Q1: 3,859 shares; 2025Q2: 4,087 shares; 2025Q3: 3,537 shares; 2025Q4: 6,885 shares 6,885 $991K 0.03% +3,348 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: not reported; 2024Q3: not reported; 2024Q4: 1,916 shares; 2025Q1: not reported; 2025Q2: 6,694 shares; 2025Q3: 7,406 shares; 2025Q4: 7,518 shares 7,518 $985K 0.03% +112 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 57 shares; 2025Q2: 158 shares; 2025Q3: 175 shares; 2025Q4: 182 shares 182 $975K 0.03% +7 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: 8,635 shares; 2025Q3: 10,144 shares; 2025Q4: 10,080 shares 10,080 $968K 0.03% -64 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 2,994 shares; 2025Q4: 3,051 shares 3,051 $960K 0.03% +57 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,186 shares; 2024Q3: 11,464 shares; 2024Q4: 10,653 shares; 2025Q1: 10,548 shares; 2025Q2: 11,126 shares; 2025Q3: 11,874 shares; 2025Q4: 14,444 shares 14,444 $960K 0.03% +2,570 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,131 shares; 2024Q3: 17,752 shares; 2024Q4: 17,650 shares; 2025Q1: 15,935 shares; 2025Q2: 15,935 shares; 2025Q3: 18,216 shares; 2025Q4: 16,803 shares 16,803 $951K 0.03% -1,413 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,070 shares; 2024Q3: 20,070 shares; 2024Q4: 19,845 shares; 2025Q1: 19,567 shares; 2025Q2: 19,567 shares; 2025Q3: 19,453 shares; 2025Q4: 19,453 shares 19,453 $950K 0.02% 0 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: 6,587 shares; 2024Q3: 4,774 shares; 2024Q4: 6,012 shares; 2025Q1: 10,379 shares; 2025Q2: 5,731 shares; 2025Q3: 5,653 shares; 2025Q4: 4,508 shares 4,508 $948K 0.02% -1,145 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 2,158 shares; 2025Q3: 1,772 shares; 2025Q4: 2,014 shares 2,014 $944K 0.02% +242 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,286 shares; 2024Q3: 1,401 shares; 2024Q4: 1,313 shares; 2025Q1: 1,419 shares; 2025Q2: 2,194 shares; 2025Q3: 2,562 shares; 2025Q4: 2,750 shares 2,750 $926K 0.02% +188 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: not reported; 2024Q3: 33,263 shares; 2024Q4: 106,573 shares; 2025Q1: 112,319 shares; 2025Q2: 110,517 shares; 2025Q3: 43,502 shares; 2025Q4: 33,748 shares 33,748 $926K 0.02% -9,754 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: 579 shares; 2024Q3: 658 shares; 2024Q4: 1,053 shares; 2025Q1: 1,938 shares; 2025Q2: 2,289 shares; 2025Q3: 2,739 shares; 2025Q4: 2,613 shares 2,613 $916K 0.02% -126 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,340 shares; 2025Q4: 48,401 shares 48,401 $891K 0.02% +61 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: 3,762 shares; 2024Q3: 3,326 shares; 2024Q4: 3,386 shares; 2025Q1: 3,606 shares; 2025Q2: 4,308 shares; 2025Q3: 4,648 shares; 2025Q4: 5,540 shares 5,540 $887K 0.02% +892 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: 3,877 shares; 2024Q3: 4,356 shares; 2024Q4: 4,372 shares; 2025Q1: 4,513 shares; 2025Q2: 7,034 shares; 2025Q3: 6,957 shares; 2025Q4: 4,724 shares 4,724 $877K 0.02% -2,233 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,187 shares; 2024Q3: 14,317 shares; 2024Q4: 14,307 shares; 2025Q1: 14,482 shares; 2025Q2: 15,097 shares; 2025Q3: 16,124 shares; 2025Q4: 15,945 shares 15,945 $870K 0.02% -179 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 418 shares; 2024Q3: 451 shares; 2024Q4: 467 shares; 2025Q1: 824 shares; 2025Q2: 1,170 shares; 2025Q3: 1,038 shares; 2025Q4: 1,055 shares 1,055 $865K 0.02% +17 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: 3,028 shares; 2024Q3: 3,890 shares; 2024Q4: 4,018 shares; 2025Q1: 3,905 shares; 2025Q2: 6,047 shares; 2025Q3: 5,373 shares; 2025Q4: 4,386 shares 4,386 $856K 0.02% -987 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,233 shares; 2025Q3: 4,690 shares; 2025Q4: 4,960 shares 4,960 $854K 0.02% +270 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,726 shares; 2024Q3: 30,887 shares; 2024Q4: 31,753 shares; 2025Q1: 31,462 shares; 2025Q2: 17,323 shares; 2025Q3: 14,018 shares; 2025Q4: 11,931 shares 11,931 $852K 0.02% -2,087 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,613 shares; 2024Q3: 7,794 shares; 2024Q4: 10,248 shares; 2025Q1: 11,226 shares; 2025Q2: 10,367 shares; 2025Q3: 10,965 shares; 2025Q4: 11,343 shares 11,343 $842K 0.02% +378 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,296 shares; 2024Q4: 14,296 shares; 2025Q1: 14,296 shares; 2025Q2: 25,411 shares; 2025Q3: 25,411 shares; 2025Q4: 25,411 shares 25,411 $839K 0.02% 0 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: 6,246 shares; 2024Q3: 8,987 shares; 2024Q4: 9,818 shares; 2025Q1: 10,439 shares; 2025Q2: 10,789 shares; 2025Q3: 10,147 shares; 2025Q4: 10,137 shares 10,137 $831K 0.02% -10 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,481 shares; 2024Q3: 73,780 shares; 2024Q4: 74,294 shares; 2025Q1: 71,845 shares; 2025Q2: 21,204 shares; 2025Q3: 16,715 shares; 2025Q4: 13,798 shares 13,798 $830K 0.02% -2,917 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: not reported; 2024Q3: 12,269 shares; 2024Q4: 22,026 shares; 2025Q1: 40,716 shares; 2025Q2: 53,869 shares; 2025Q3: 61,241 shares; 2025Q4: 63,274 shares 63,274 $830K 0.02% +2,033 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 571 shares; 2024Q4: 538 shares; 2025Q1: 704 shares; 2025Q2: 978 shares; 2025Q3: 850 shares; 2025Q4: 883 shares 883 $824K 0.02% +33 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 3,693 shares; 2025Q2: 3,495 shares; 2025Q3: 3,007 shares; 2025Q4: 2,714 shares 2,714 $817K 0.02% -293 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,326 shares; 2025Q3: 10,326 shares; 2025Q4: 45,826 shares 45,826 $812K 0.02% +35,500 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: 10,304 shares; 2024Q3: 7,542 shares; 2024Q4: 7,382 shares; 2025Q1: 7,397 shares; 2025Q2: 14,741 shares; 2025Q3: 21,784 shares; 2025Q4: 14,007 shares 14,007 $808K 0.02% -7,777 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: 2,090 shares; 2024Q3: 2,799 shares; 2024Q4: 2,157 shares; 2025Q1: 2,859 shares; 2025Q2: 4,962 shares; 2025Q3: 6,055 shares; 2025Q4: 6,319 shares 6,319 $807K 0.02% +264 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: 2,548 shares; 2024Q3: 4,192 shares; 2024Q4: 2,972 shares; 2025Q1: 2,887 shares; 2025Q2: 5,069 shares; 2025Q3: 5,126 shares; 2025Q4: 5,209 shares 5,209 $803K 0.02% +83 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: 1,020 shares; 2024Q3: 1,133 shares; 2024Q4: 1,055 shares; 2025Q1: 1,053 shares; 2025Q2: 2,267 shares; 2025Q3: 2,047 shares; 2025Q4: 1,650 shares 1,650 $798K 0.02% -397 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: not reported; 2024Q3: 453 shares; 2024Q4: 451 shares; 2025Q1: 497 shares; 2025Q2: 1,418 shares; 2025Q3: 1,586 shares; 2025Q4: 1,391 shares 1,391 $793K 0.02% -195 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 2,288 shares; 2025Q3: 2,274 shares; 2025Q4: 2,329 shares 2,329 $786K 0.02% +55 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: 1,219 shares; 2024Q3: 1,391 shares; 2024Q4: 1,388 shares; 2025Q1: 1,449 shares; 2025Q2: 3,348 shares; 2025Q3: 2,139 shares; 2025Q4: 3,049 shares 3,049 $784K 0.02% +910 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: 6,364 shares; 2024Q3: 8,215 shares; 2024Q4: 7,456 shares; 2025Q1: 7,778 shares; 2025Q2: 6,970 shares; 2025Q3: 6,428 shares; 2025Q4: 6,267 shares 6,267 $772K 0.02% -161 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: not reported; 2024Q3: 750 shares; 2024Q4: 746 shares; 2025Q1: 1,436 shares; 2025Q2: 890 shares; 2025Q3: 913 shares; 2025Q4: 1,018 shares 1,018 $767K 0.02% +105 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 28,897 shares; 2024Q3: 28,897 shares; 2024Q4: 28,897 shares; 2025Q1: 28,941 shares; 2025Q2: 29,040 shares; 2025Q3: 29,050 shares; 2025Q4: 29,050 shares 29,050 $765K 0.02% 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: not reported; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: 3,412 shares; 2025Q3: 3,398 shares; 2025Q4: 3,706 shares 3,706 $764K 0.02% +308 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,397 shares 26,397 $760K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,473 shares; 2025Q4: 2,572 shares 2,572 $755K 0.02% +99 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: 10,669 shares; 2024Q3: 10,762 shares; 2024Q4: 10,669 shares; 2025Q1: 10,770 shares; 2025Q2: 10,669 shares; 2025Q3: 10,669 shares; 2025Q4: 10,196 shares 10,196 $755K 0.02% -473 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 1,117 shares 1,117 $753K 0.02% +775 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,167 shares; 2024Q3: 22,167 shares; 2024Q4: 22,167 shares; 2025Q1: 22,167 shares; 2025Q2: 22,167 shares; 2025Q3: 22,167 shares; 2025Q4: 31,387 shares 31,387 $742K 0.02% +9,220 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,074 shares; 2025Q3: 2,096 shares; 2025Q4: 2,095 shares 2,095 $740K 0.02% -1 Timeline RAAX 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: 17,074 shares; 2024Q3: 16,998 shares; 2024Q4: 20,629 shares; 2025Q1: 21,090 shares; 2025Q2: 23,475 shares; 2025Q3: 23,275 shares; 2025Q4: 20,951 shares 20,951 $732K 0.02% -2,324 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,178 shares; 2025Q1: 2,126 shares; 2025Q2: 2,092 shares; 2025Q3: 2,102 shares; 2025Q4: 2,092 shares 2,092 $721K 0.02% -10 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: not reported; 2024Q3: 3,363 shares; 2024Q4: not reported; 2025Q1: 3,524 shares; 2025Q2: 13,489 shares; 2025Q3: 11,880 shares; 2025Q4: 8,785 shares 8,785 $718K 0.02% -3,095 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: not reported; 2024Q3: 2,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,728 shares; 2025Q3: not reported; 2025Q4: 9,069 shares 9,069 $717K 0.02% new 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: 2,682 shares; 2024Q3: 4,321 shares; 2024Q4: 4,253 shares; 2025Q1: 4,046 shares; 2025Q2: 6,039 shares; 2025Q3: 4,819 shares; 2025Q4: 7,177 shares 7,177 $713K 0.02% +2,358 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,912 shares; 2024Q4: 2,951 shares; 2025Q1: 3,277 shares; 2025Q2: 6,469 shares; 2025Q3: 5,471 shares; 2025Q4: 7,404 shares 7,404 $706K 0.02% +1,933 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 653 shares; 2024Q3: 762 shares; 2024Q4: 757 shares; 2025Q1: 781 shares; 2025Q2: 881 shares; 2025Q3: 877 shares; 2025Q4: 869 shares 869 $704K 0.02% -8 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,438 shares; 2024Q3: 4,523 shares; 2024Q4: 4,518 shares; 2025Q1: 4,543 shares; 2025Q2: 5,030 shares; 2025Q3: 5,107 shares; 2025Q4: 5,162 shares 5,162 $703K 0.02% +55 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: 5,445 shares; 2024Q3: 6,874 shares; 2024Q4: 6,808 shares; 2025Q1: 6,988 shares; 2025Q2: 9,044 shares; 2025Q3: 7,707 shares; 2025Q4: 8,329 shares 8,329 $701K 0.02% +622 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: 1,451 shares; 2024Q3: 1,608 shares; 2024Q4: 1,497 shares; 2025Q1: 1,576 shares; 2025Q2: 2,314 shares; 2025Q3: 2,519 shares; 2025Q4: 2,179 shares 2,179 $694K 0.02% -340 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: 1,494 shares; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,545 shares; 2025Q2: 2,227 shares; 2025Q3: 2,032 shares; 2025Q4: 2,024 shares 2,024 $689K 0.02% -8 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,651 shares; 2025Q1: 5,597 shares; 2025Q2: 5,827 shares; 2025Q3: 6,148 shares; 2025Q4: 6,262 shares 6,262 $686K 0.02% +114 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: not reported; 2024Q3: 2,513 shares; 2024Q4: 2,522 shares; 2025Q1: 2,569 shares; 2025Q2: 6,275 shares; 2025Q3: 6,044 shares; 2025Q4: 5,927 shares 5,927 $683K 0.02% -117 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: 5,910 shares; 2024Q3: 7,873 shares; 2024Q4: 7,053 shares; 2025Q1: 9,061 shares; 2025Q2: 8,121 shares; 2025Q3: 8,141 shares; 2025Q4: 7,389 shares 7,389 $679K 0.02% -752 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: 2,972 shares; 2024Q3: 3,710 shares; 2024Q4: 4,101 shares; 2025Q1: 4,458 shares; 2025Q2: 8,632 shares; 2025Q3: 9,130 shares; 2025Q4: 7,165 shares 7,165 $671K 0.02% -1,965 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,521 shares; 2024Q4: 4,063 shares; 2025Q1: 4,174 shares; 2025Q2: 5,236 shares; 2025Q3: 6,308 shares; 2025Q4: 6,352 shares 6,352 $670K 0.02% +44 Timeline GRID 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: 12,651 shares; 2024Q3: 3,061 shares; 2024Q4: 4,192 shares; 2025Q1: 4,326 shares; 2025Q2: 4,151 shares; 2025Q3: 4,272 shares; 2025Q4: 4,376 shares 4,376 $670K 0.02% +104 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,791 shares 2,791 $663K 0.02% new 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: not reported; 2024Q3: 6,507 shares; 2024Q4: 7,157 shares; 2025Q1: 7,297 shares; 2025Q2: 11,694 shares; 2025Q3: 14,272 shares; 2025Q4: 12,208 shares 12,208 $659K 0.02% -2,064 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: 528 shares; 2024Q3: 783 shares; 2024Q4: 722 shares; 2025Q1: 794 shares; 2025Q2: 1,603 shares; 2025Q3: 954 shares; 2025Q4: 1,441 shares 1,441 $653K 0.02% +487 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,362 shares; 2025Q3: 5,512 shares; 2025Q4: 5,110 shares 5,110 $651K 0.02% -402 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: not reported; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 221 shares; 2025Q2: 6,948 shares; 2025Q3: 7,338 shares; 2025Q4: 7,115 shares 7,115 $649K 0.02% -223 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,566 shares; 2025Q3: 4,616 shares; 2025Q4: 9,666 shares 9,666 $649K 0.02% +5,050 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,057 shares; 2024Q4: 3,994 shares; 2025Q1: 3,917 shares; 2025Q2: 3,255 shares; 2025Q3: 3,884 shares; 2025Q4: 3,982 shares 3,982 $648K 0.02% +98 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,102 shares; 2024Q3: 4,648 shares; 2024Q4: 4,661 shares; 2025Q1: 4,761 shares; 2025Q2: 5,531 shares; 2025Q3: 4,970 shares; 2025Q4: 5,380 shares 5,380 $644K 0.02% +410 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,907 shares; 2025Q2: 14,380 shares; 2025Q3: 15,543 shares; 2025Q4: 18,534 shares 18,534 $635K 0.02% +2,991 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,248 shares; 2024Q3: 17,053 shares; 2024Q4: 20,015 shares; 2025Q1: 21,861 shares; 2025Q2: 21,977 shares; 2025Q3: 24,148 shares; 2025Q4: 25,147 shares 25,147 $635K 0.02% +999 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 6,335 shares 6,335 $633K 0.02% +885 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,702 shares; 2024Q3: 9,126 shares; 2024Q4: 9,126 shares; 2025Q1: 10,252 shares; 2025Q2: 11,965 shares; 2025Q3: 11,977 shares; 2025Q4: 8,795 shares 8,795 $628K 0.02% -3,182 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: 12,234 shares; 2024Q3: 18,814 shares; 2024Q4: 12,382 shares; 2025Q1: 13,695 shares; 2025Q2: 26,631 shares; 2025Q3: 9,404 shares; 2025Q4: 20,895 shares 20,895 $625K 0.02% +11,491 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,652 shares 8,652 $620K 0.02% new 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: not reported; 2024Q3: 3,566 shares; 2024Q4: 3,755 shares; 2025Q1: 3,921 shares; 2025Q2: 7,124 shares; 2025Q3: 7,022 shares; 2025Q4: 7,063 shares 7,063 $615K 0.02% +41 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: 854 shares; 2024Q3: 906 shares; 2024Q4: 911 shares; 2025Q1: 938 shares; 2025Q2: 979 shares; 2025Q3: 954 shares; 2025Q4: 1,236 shares 1,236 $606K 0.02% +282 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: 4,130 shares; 2024Q3: 4,720 shares; 2024Q4: 3,715 shares; 2025Q1: 3,316 shares; 2025Q2: 8,304 shares; 2025Q3: 8,366 shares; 2025Q4: 8,200 shares 8,200 $603K 0.02% -166 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,661 shares; 2025Q3: not reported; 2025Q4: 3,429 shares 3,429 $602K 0.02% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 1,258 shares; 2025Q4: 1,288 shares 1,288 $601K 0.02% +30 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,897 shares; 2025Q3: 7,656 shares; 2025Q4: 7,838 shares 7,838 $601K 0.02% +182 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: 865 shares; 2024Q3: 1,444 shares; 2024Q4: 1,615 shares; 2025Q1: 1,150 shares; 2025Q2: 1,786 shares; 2025Q3: 1,765 shares; 2025Q4: 1,833 shares 1,833 $594K 0.02% +68 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: 1,246 shares; 2024Q3: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,394 shares; 2025Q2: 2,423 shares; 2025Q3: 2,933 shares; 2025Q4: 3,053 shares 3,053 $593K 0.02% +120 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,061 shares; 2024Q3: 11,285 shares; 2024Q4: 9,322 shares; 2025Q1: 6,140 shares; 2025Q2: 21,105 shares; 2025Q3: 13,354 shares; 2025Q4: 11,599 shares 11,599 $589K 0.02% -1,755 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,439 shares; 2024Q3: 4,033 shares; 2024Q4: 4,202 shares; 2025Q1: 4,650 shares; 2025Q2: 5,162 shares; 2025Q3: 4,659 shares; 2025Q4: 4,627 shares 4,627 $586K 0.02% -32 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,457 shares; 2025Q3: 3,502 shares; 2025Q4: 4,324 shares 4,324 $584K 0.02% +822 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,781 shares; 2025Q4: 14,193 shares 14,193 $584K 0.02% +4,412 Timeline IYE 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: 13,446 shares; 2024Q3: 14,669 shares; 2024Q4: 13,549 shares; 2025Q1: 15,878 shares; 2025Q2: 22,817 shares; 2025Q3: 22,714 shares; 2025Q4: 12,215 shares 12,215 $581K 0.02% -10,499 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: 15,883 shares; 2024Q3: 15,449 shares; 2024Q4: 8,940 shares; 2025Q1: 9,406 shares; 2025Q2: 13,232 shares; 2025Q3: 6,390 shares; 2025Q4: 6,307 shares 6,307 $576K 0.02% -83 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: not reported; 2024Q3: 2,556 shares; 2024Q4: 3,792 shares; 2025Q1: 5,897 shares; 2025Q2: 6,864 shares; 2025Q3: not reported; 2025Q4: 5,784 shares 5,784 $574K 0.02% new 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: not reported; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: 921 shares; 2025Q2: 1,521 shares; 2025Q3: 1,972 shares; 2025Q4: 1,976 shares 1,976 $573K 0.02% +4 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,756 shares; 2025Q1: 6,235 shares; 2025Q2: 6,328 shares; 2025Q3: 6,206 shares; 2025Q4: 6,038 shares 6,038 $572K 0.02% -168 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,672 shares; 2024Q4: 2,655 shares; 2025Q1: 2,735 shares; 2025Q2: 4,653 shares; 2025Q3: 5,260 shares; 2025Q4: 7,730 shares 7,730 $570K 0.01% +2,470 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 3,145 shares; 2025Q4: 3,044 shares 3,044 $565K 0.01% -101 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,256 shares; 2024Q3: 16,236 shares; 2024Q4: 16,206 shares; 2025Q1: 16,206 shares; 2025Q2: 13,126 shares; 2025Q3: 11,791 shares; 2025Q4: 11,751 shares 11,751 $561K 0.01% -40 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,408 shares; 2024Q3: 8,089 shares; 2024Q4: not reported; 2025Q1: 7,841 shares; 2025Q2: 13,700 shares; 2025Q3: 15,701 shares; 2025Q4: 14,597 shares 14,597 $560K 0.01% -1,104 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37,560 shares; 2024Q3: 37,560 shares; 2024Q4: 40,403 shares; 2025Q1: 38,054 shares; 2025Q2: 50,213 shares; 2025Q3: 26,158 shares; 2025Q4: 29,142 shares 29,142 $558K 0.01% +2,984 Timeline PWZ 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: 70,800 shares; 2024Q3: 71,472 shares; 2024Q4: 76,260 shares; 2025Q1: 75,235 shares; 2025Q2: 24,275 shares; 2025Q3: 21,125 shares; 2025Q4: 23,039 shares 23,039 $557K 0.01% +1,914 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: not reported; 2024Q3: 1,476 shares; 2024Q4: 1,483 shares; 2025Q1: 1,492 shares; 2025Q2: 1,587 shares; 2025Q3: 1,240 shares; 2025Q4: 1,787 shares 1,787 $555K 0.01% +547 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,587 shares; 2024Q3: 1,926 shares; 2024Q4: 1,905 shares; 2025Q1: 1,787 shares; 2025Q2: 1,452 shares; 2025Q3: 1,775 shares; 2025Q4: 1,768 shares 1,768 $553K 0.01% -7 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 600 shares; 2025Q3: 617 shares; 2025Q4: 627 shares 627 $551K 0.01% +10 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,469 shares; 2024Q3: 5,469 shares; 2024Q4: 5,469 shares; 2025Q1: 5,405 shares; 2025Q2: 5,593 shares; 2025Q3: 4,517 shares; 2025Q4: 4,801 shares 4,801 $551K 0.01% +284 Timeline DGRW 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: not reported; 2024Q3: 23,415 shares; 2024Q4: 10,794 shares; 2025Q1: 7,632 shares; 2025Q2: 7,118 shares; 2025Q3: 6,162 shares; 2025Q4: 6,159 shares 6,159 $551K 0.01% -3 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,185 shares 29,185 $546K 0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,291 shares; 2024Q4: 8,065 shares; 2025Q1: 7,320 shares; 2025Q2: 9,301 shares; 2025Q3: 9,173 shares; 2025Q4: 8,636 shares 8,636 $546K 0.01% -537 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,549 shares; 2025Q1: 11,757 shares; 2025Q2: 13,171 shares; 2025Q3: 12,128 shares; 2025Q4: 12,469 shares 12,469 $543K 0.01% +341 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 4,403 shares; 2025Q4: 6,346 shares 6,346 $541K 0.01% +1,943 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,502 shares; 2025Q3: 2,243 shares; 2025Q4: 2,625 shares 2,625 $536K 0.01% +382 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,131 shares; 2024Q3: 15,236 shares; 2024Q4: 15,455 shares; 2025Q1: 16,096 shares; 2025Q2: 19,295 shares; 2025Q3: 27,795 shares; 2025Q4: 27,669 shares 27,669 $536K 0.01% -126 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 4,398 shares; 2025Q4: 4,860 shares 4,860 $536K 0.01% +462 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 629 shares; 2024Q3: 645 shares; 2024Q4: 646 shares; 2025Q1: not reported; 2025Q2: 858 shares; 2025Q3: 953 shares; 2025Q4: 1,092 shares 1,092 $532K 0.01% +139 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: not reported; 2024Q3: 5,499 shares; 2024Q4: not reported; 2025Q1: 5,063 shares; 2025Q2: 7,801 shares; 2025Q3: 8,161 shares; 2025Q4: 9,395 shares 9,395 $532K 0.01% +1,234 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: not reported; 2025Q4: 1,194 shares 1,194 $531K 0.01% new 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: 3,435 shares; 2024Q3: 3,736 shares; 2024Q4: 3,731 shares; 2025Q1: 3,798 shares; 2025Q2: 10,739 shares; 2025Q3: 11,731 shares; 2025Q4: 13,233 shares 13,233 $531K 0.01% +1,502 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 624 shares; 2024Q3: 631 shares; 2024Q4: 659 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 884 shares; 2025Q4: 942 shares 942 $529K 0.01% +58 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,839 shares; 2025Q3: 6,451 shares; 2025Q4: 6,654 shares 6,654 $528K 0.01% +203 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,900 shares; 2025Q3: 12,800 shares; 2025Q4: 13,300 shares 13,300 $525K 0.01% +500 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,702 shares; 2024Q3: 6,308 shares; 2024Q4: 6,363 shares; 2025Q1: 6,592 shares; 2025Q2: 7,677 shares; 2025Q3: 8,220 shares; 2025Q4: 7,265 shares 7,265 $523K 0.01% -955 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: not reported; 2024Q3: 798 shares; 2024Q4: 835 shares; 2025Q1: 866 shares; 2025Q2: 969 shares; 2025Q3: 1,313 shares; 2025Q4: 1,753 shares 1,753 $519K 0.01% +440 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 1,844 shares; 2025Q4: 1,976 shares 1,976 $519K 0.01% +132 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: not reported; 2024Q3: 1,670 shares; 2024Q4: 1,273 shares; 2025Q1: 1,404 shares; 2025Q2: 2,262 shares; 2025Q3: 1,277 shares; 2025Q4: 1,461 shares 1,461 $516K 0.01% +184 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,613 shares; 2025Q3: 4,045 shares; 2025Q4: 4,090 shares 4,090 $515K 0.01% +45 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: 1,072 shares; 2024Q3: 1,394 shares; 2024Q4: 1,414 shares; 2025Q1: 1,398 shares; 2025Q2: 1,568 shares; 2025Q3: 1,770 shares; 2025Q4: 1,897 shares 1,897 $514K 0.01% +127 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,788 shares; 2024Q4: 12,511 shares; 2025Q1: 12,289 shares; 2025Q2: 10,458 shares; 2025Q3: 10,273 shares; 2025Q4: 9,758 shares 9,758 $511K 0.01% -515 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,142 shares; 2024Q3: 1,024 shares; 2024Q4: 1,037 shares; 2025Q1: 1,060 shares; 2025Q2: 1,106 shares; 2025Q3: 1,078 shares; 2025Q4: 1,041 shares 1,041 $506K 0.01% -37 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: 2,157 shares; 2024Q3: 2,338 shares; 2024Q4: 2,346 shares; 2025Q1: 2,388 shares; 2025Q2: 2,816 shares; 2025Q3: 2,793 shares; 2025Q4: 2,717 shares 2,717 $503K 0.01% -76 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,070 shares; 2024Q3: 1,089 shares; 2024Q4: 1,090 shares; 2025Q1: 1,032 shares; 2025Q2: 1,081 shares; 2025Q3: 911 shares; 2025Q4: 885 shares 885 $503K 0.01% -26 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,138 shares; 2024Q4: 6,241 shares; 2025Q1: 6,384 shares; 2025Q2: 6,453 shares; 2025Q3: 7,552 shares; 2025Q4: 9,405 shares 9,405 $502K 0.01% +1,853 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,964 shares; 2025Q4: 2,166 shares 2,166 $496K 0.01% +202 Timeline VGLT 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: not reported; 2024Q3: not reported; 2024Q4: 25,804 shares; 2025Q1: 15,082 shares; 2025Q2: 8,726 shares; 2025Q3: 9,813 shares; 2025Q4: 8,793 shares 8,793 $491K 0.01% -1,020 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: 2,026 shares; 2024Q3: 2,119 shares; 2024Q4: 2,149 shares; 2025Q1: 2,080 shares; 2025Q2: 1,907 shares; 2025Q3: 1,857 shares; 2025Q4: 1,681 shares 1,681 $488K 0.01% -176 Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,804 shares 12,804 $487K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,112 shares; 2024Q3: 1,148 shares; 2024Q4: 1,151 shares; 2025Q1: 1,157 shares; 2025Q2: 1,141 shares; 2025Q3: 1,120 shares; 2025Q4: 1,149 shares 1,149 $485K 0.01% +29 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: not reported; 2024Q3: 4,933 shares; 2024Q4: 4,940 shares; 2025Q1: 5,668 shares; 2025Q2: 10,572 shares; 2025Q3: 10,820 shares; 2025Q4: 5,554 shares 5,554 $484K 0.01% -5,266 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: not reported; 2024Q3: 12,136 shares; 2024Q4: 11,058 shares; 2025Q1: 6,695 shares; 2025Q2: 5,002 shares; 2025Q3: 5,564 shares; 2025Q4: 5,636 shares 5,636 $483K 0.01% +72 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 23,518 shares; 2024Q4: 23,837 shares; 2025Q1: 25,761 shares; 2025Q2: 27,391 shares; 2025Q3: 27,726 shares; 2025Q4: 28,353 shares 28,353 $481K 0.01% +627 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,482 shares; 2025Q3: 11,603 shares; 2025Q4: 17,427 shares 17,427 $479K 0.01% +5,824 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: 2,748 shares; 2024Q3: 2,775 shares; 2024Q4: 2,893 shares; 2025Q1: 3,304 shares; 2025Q2: 3,317 shares; 2025Q3: 3,380 shares; 2025Q4: 3,466 shares 3,466 $478K 0.01% +86 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,638 shares; 2025Q2: 4,197 shares; 2025Q3: 4,807 shares; 2025Q4: 5,911 shares 5,911 $477K 0.01% +1,104 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: 2,422 shares; 2024Q3: 2,589 shares; 2024Q4: 3,343 shares; 2025Q1: 3,253 shares; 2025Q2: 3,331 shares; 2025Q3: 3,318 shares; 2025Q4: 3,373 shares 3,373 $476K 0.01% +55 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: 2,683 shares; 2024Q3: 2,914 shares; 2024Q4: 2,944 shares; 2025Q1: 2,942 shares; 2025Q2: 3,410 shares; 2025Q3: 3,201 shares; 2025Q4: 2,703 shares 2,703 $469K 0.01% -498 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,290 shares; 2024Q3: 6,390 shares; 2024Q4: 4,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,070 shares; 2025Q3: 17,300 shares; 2025Q4: 9,000 shares 9,000 $467K 0.01% -8,300 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,711 shares; 2025Q3: 3,884 shares; 2025Q4: 4,163 shares 4,163 $466K 0.01% +279 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,183 shares; 2025Q3: 7,617 shares; 2025Q4: 7,187 shares 7,187 $462K 0.01% -430 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,531 shares; 2025Q3: 4,547 shares; 2025Q4: 4,526 shares 4,526 $462K 0.01% -21 Timeline FALN 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,844 shares; 2025Q4: 16,844 shares 16,844 $460K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,272 shares; 2025Q3: 7,359 shares; 2025Q4: 10,184 shares 10,184 $456K 0.01% +2,825 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $455K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 293 shares; 2024Q3: 342 shares; 2024Q4: 345 shares; 2025Q1: 339 shares; 2025Q2: 397 shares; 2025Q3: 609 shares; 2025Q4: 594 shares 594 $455K 0.01% -15 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: 5,556 shares; 2024Q3: 6,693 shares; 2024Q4: 4,670 shares; 2025Q1: 5,892 shares; 2025Q2: 14,319 shares; 2025Q3: 4,939 shares; 2025Q4: 8,449 shares 8,449 $455K 0.01% +3,510 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,908 shares; 2025Q4: 1,934 shares 1,934 $452K 0.01% +26 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,128 shares; 2024Q3: 1,128 shares; 2024Q4: 1,129 shares; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 987 shares; 2025Q4: 989 shares 989 $450K 0.01% +2 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: 1,523 shares; 2024Q3: 1,758 shares; 2024Q4: 1,740 shares; 2025Q1: 1,951 shares; 2025Q2: 1,597 shares; 2025Q3: 1,793 shares; 2025Q4: 1,723 shares 1,723 $445K 0.01% -70 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 457 shares; 2024Q4: 459 shares; 2025Q1: 500 shares; 2025Q2: 612 shares; 2025Q3: 581 shares; 2025Q4: 869 shares 869 $444K 0.01% +288 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,897 shares; 2025Q3: 5,805 shares; 2025Q4: 4,931 shares 4,931 $444K 0.01% -874 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: not reported; 2024Q3: 678 shares; 2024Q4: 698 shares; 2025Q1: 763 shares; 2025Q2: 1,108 shares; 2025Q3: 1,345 shares; 2025Q4: 1,130 shares 1,130 $440K 0.01% -215 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 33,400 shares; 2024Q4: 67,050 shares; 2025Q1: 85,550 shares; 2025Q2: 55,550 shares; 2025Q3: 60,550 shares; 2025Q4: 39,000 shares 39,000 $440K 0.01% -21,550 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 320 shares; 2024Q3: 2,027 shares; 2024Q4: 2,001 shares; 2025Q1: 2,057 shares; 2025Q2: 2,104 shares; 2025Q3: 2,726 shares; 2025Q4: 4,238 shares 4,238 $439K 0.01% +1,512 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,610 shares; 2024Q3: 1,706 shares; 2024Q4: 1,684 shares; 2025Q1: 1,653 shares; 2025Q2: 1,989 shares; 2025Q3: 1,883 shares; 2025Q4: 1,572 shares 1,572 $438K 0.01% -311 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,101 shares; 2025Q3: 2,097 shares; 2025Q4: 3,297 shares 3,297 $438K 0.01% +1,200 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 87,000 shares 87,000 $432K 0.01% +62,000 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,065 shares; 2024Q3: 41,890 shares; 2024Q4: 23,707 shares; 2025Q1: 12,760 shares; 2025Q2: 12,304 shares; 2025Q3: 9,804 shares; 2025Q4: 9,288 shares 9,288 $432K 0.01% -516 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,439 shares; 2024Q3: 9,077 shares; 2024Q4: 9,238 shares; 2025Q1: 9,236 shares; 2025Q2: 9,782 shares; 2025Q3: 9,264 shares; 2025Q4: 8,984 shares 8,984 $432K 0.01% -280 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,880 shares; 2025Q3: 5,926 shares; 2025Q4: 6,939 shares 6,939 $430K 0.01% +1,013 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: 816 shares; 2024Q3: 861 shares; 2024Q4: 632 shares; 2025Q1: 660 shares; 2025Q2: 349 shares; 2025Q3: 394 shares; 2025Q4: 402 shares 402 $430K 0.01% +8 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: not reported; 2024Q3: 715 shares; 2024Q4: 1,121 shares; 2025Q1: 922 shares; 2025Q2: 882 shares; 2025Q3: 873 shares; 2025Q4: 879 shares 879 $429K 0.01% +6 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 68,092 shares; 2024Q3: 45,992 shares; 2024Q4: 37,142 shares; 2025Q1: 29,539 shares; 2025Q2: 27,539 shares; 2025Q3: 27,539 shares; 2025Q4: 27,939 shares 27,939 $428K 0.01% +400 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,911 shares; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,537 shares; 2025Q2: 6,747 shares; 2025Q3: 6,784 shares; 2025Q4: 6,783 shares 6,783 $427K 0.01% -1 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,699 shares; 2024Q3: 3,989 shares; 2024Q4: 4,009 shares; 2025Q1: 4,415 shares; 2025Q2: 4,758 shares; 2025Q3: 4,370 shares; 2025Q4: 5,342 shares 5,342 $424K 0.01% +972 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: not reported; 2024Q3: not reported; 2024Q4: 5,105 shares; 2025Q1: 5,262 shares; 2025Q2: 6,624 shares; 2025Q3: 8,467 shares; 2025Q4: 8,620 shares 8,620 $424K 0.01% +153 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,588 shares; 2025Q3: 9,641 shares; 2025Q4: 9,728 shares 9,728 $424K 0.01% +87 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,667 shares; 2025Q4: 5,444 shares 5,444 $421K 0.01% +777 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: 1,413 shares; 2024Q3: 1,754 shares; 2024Q4: 1,611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,347 shares; 2025Q4: 4,309 shares 4,309 $421K 0.01% +1,962 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,215 shares; 2025Q4: 1,246 shares 1,246 $421K 0.01% +31 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,700 shares; 2025Q3: 32,200 shares; 2025Q4: 21,300 shares 21,300 $420K 0.01% -10,900 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,560 shares; 2024Q3: 1,484 shares; 2024Q4: 1,492 shares; 2025Q1: 1,483 shares; 2025Q2: 1,754 shares; 2025Q3: 1,546 shares; 2025Q4: 2,279 shares 2,279 $419K 0.01% +733 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 18,730 shares; 2024Q4: 21,461 shares; 2025Q1: 21,155 shares; 2025Q2: 19,850 shares; 2025Q3: 8,226 shares; 2025Q4: 7,500 shares 7,500 $419K 0.01% -726 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 977 shares; 2024Q3: 925 shares; 2024Q4: not reported; 2025Q1: 953 shares; 2025Q2: 1,127 shares; 2025Q3: 1,616 shares; 2025Q4: 1,650 shares 1,650 $418K 0.01% +34 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,189 shares; 2024Q3: 10,046 shares; 2024Q4: 9,881 shares; 2025Q1: 9,530 shares; 2025Q2: 9,520 shares; 2025Q3: 9,229 shares; 2025Q4: 7,579 shares 7,579 $416K 0.01% -1,650 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,234 shares; 2024Q3: 1,397 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 2,195 shares; 2025Q3: 1,287 shares; 2025Q4: 1,958 shares 1,958 $415K 0.01% +671 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,780 shares; 2024Q3: 2,783 shares; 2024Q4: 2,790 shares; 2025Q1: 2,907 shares; 2025Q2: 2,890 shares; 2025Q3: 2,951 shares; 2025Q4: 3,300 shares 3,300 $413K 0.01% +349 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,122 shares; 2025Q2: 8,794 shares; 2025Q3: 9,225 shares; 2025Q4: 8,911 shares 8,911 $413K 0.01% -314 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,900 shares; 2024Q4: 11,033 shares; 2025Q1: 10,561 shares; 2025Q2: 10,698 shares; 2025Q3: 10,729 shares; 2025Q4: 11,377 shares 11,377 $408K 0.01% +648 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: not reported; 2024Q3: 595 shares; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 1,527 shares; 2025Q3: 1,638 shares; 2025Q4: 1,155 shares 1,155 $408K 0.01% -483 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: 6,197 shares; 2024Q3: 6,725 shares; 2024Q4: 6,672 shares; 2025Q1: 6,359 shares; 2025Q2: 8,091 shares; 2025Q3: 5,586 shares; 2025Q4: 6,770 shares 6,770 $407K 0.01% +1,184 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,841 shares; 2024Q3: 1,978 shares; 2024Q4: 1,964 shares; 2025Q1: 2,003 shares; 2025Q2: 2,386 shares; 2025Q3: 2,602 shares; 2025Q4: 2,345 shares 2,345 $406K 0.01% -257 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: 2,365 shares; 2024Q3: 2,670 shares; 2024Q4: 2,556 shares; 2025Q1: 2,668 shares; 2025Q2: 3,100 shares; 2025Q3: 2,999 shares; 2025Q4: 3,059 shares 3,059 $406K 0.01% +60 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: 11,524 shares; 2024Q3: 32,707 shares; 2024Q4: 9,296 shares; 2025Q1: 9,407 shares; 2025Q2: 9,407 shares; 2025Q3: 6,710 shares; 2025Q4: 8,008 shares 8,008 $405K 0.01% +1,298 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,934 shares; 2025Q3: 3,052 shares; 2025Q4: 2,676 shares 2,676 $405K 0.01% -376 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 5,481 shares; 2025Q4: 5,818 shares 5,818 $404K 0.01% +337 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,429 shares; 2024Q3: 16,966 shares; 2024Q4: 12,966 shares; 2025Q1: 12,566 shares; 2025Q2: 11,628 shares; 2025Q3: 10,142 shares; 2025Q4: 11,350 shares 11,350 $404K 0.01% +1,208 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,431 shares; 2025Q4: 6,723 shares 6,723 $404K 0.01% +292 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,265 shares; 2024Q4: 2,196 shares; 2025Q1: 2,387 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,336 shares 1,336 $402K 0.01% -48 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,112 shares; 2025Q2: 5,747 shares; 2025Q3: 5,540 shares; 2025Q4: 5,531 shares 5,531 $402K 0.01% -9 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 747 shares; 2024Q3: 840 shares; 2024Q4: 827 shares; 2025Q1: 933 shares; 2025Q2: 1,303 shares; 2025Q3: 1,088 shares; 2025Q4: 855 shares 855 $402K 0.01% -233 Timeline SPTM 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: not reported; 2024Q3: 25,286 shares; 2024Q4: 12,752 shares; 2025Q1: 8,548 shares; 2025Q2: 5,052 shares; 2025Q3: 4,944 shares; 2025Q4: 4,859 shares 4,859 $401K 0.01% -85 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 1,394 shares 1,394 $401K 0.01% +584 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: 1,075 shares; 2024Q3: 980 shares; 2024Q4: 1,232 shares; 2025Q1: 1,185 shares; 2025Q2: 1,901 shares; 2025Q3: 2,326 shares; 2025Q4: 1,645 shares 1,645 $400K 0.01% -681 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: 7,664 shares; 2024Q3: 7,824 shares; 2024Q4: 7,241 shares; 2025Q1: 7,699 shares; 2025Q2: 8,507 shares; 2025Q3: 7,516 shares; 2025Q4: 7,282 shares 7,282 $399K 0.01% -234 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: not reported; 2024Q3: 3,675 shares; 2024Q4: not reported; 2025Q1: 3,741 shares; 2025Q2: 5,385 shares; 2025Q3: 6,586 shares; 2025Q4: 6,798 shares 6,798 $398K 0.01% +212 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,898 shares 5,898 $395K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,752 shares; 2025Q4: 1,739 shares 1,739 $393K 0.01% -13 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares; 2025Q4: 1,153 shares 1,153 $392K 0.01% +90 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,105 shares; 2025Q3: 1,077 shares; 2025Q4: 1,393 shares 1,393 $392K 0.01% +316 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,617 shares; 2024Q3: 1,602 shares; 2024Q4: 1,457 shares; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,281 shares; 2025Q4: 2,718 shares 2,718 $392K 0.01% +437 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: 3,683 shares; 2025Q2: 2,819 shares; 2025Q3: 3,194 shares; 2025Q4: 4,219 shares 4,219 $390K 0.01% +1,025 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,905 shares; 2024Q3: 3,905 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,449 shares; 2025Q4: 3,349 shares 3,349 $390K 0.01% -100 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,221 shares; 2024Q3: 15,221 shares; 2024Q4: 42,571 shares; 2025Q1: 49,971 shares; 2025Q2: 22,000 shares; 2025Q3: 30,000 shares; 2025Q4: 28,000 shares 28,000 $387K 0.01% -2,000 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,562 shares; 2025Q3: 1,776 shares; 2025Q4: 1,877 shares 1,877 $385K 0.01% +101 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,469 shares; 2025Q3: 1,972 shares; 2025Q4: 1,562 shares 1,562 $385K 0.01% -410 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,035 shares; 2025Q3: not reported; 2025Q4: 3,810 shares 3,810 $384K 0.01% new Timeline PGX 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,158 shares 34,158 $384K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,801 shares 2,801 $380K 0.01% new Timeline IGV 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: not reported; 2024Q3: 7,086 shares; 2024Q4: 7,600 shares; 2025Q1: 7,535 shares; 2025Q2: 7,082 shares; 2025Q3: 3,822 shares; 2025Q4: 3,586 shares 3,586 $379K 0.01% -236 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,477 shares 3,477 $378K 0.01% +40 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,788 shares; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,796 shares; 2025Q2: 1,927 shares; 2025Q3: 1,875 shares; 2025Q4: 1,877 shares 1,877 $376K 0.01% +2 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,868 shares; 2024Q3: 7,833 shares; 2024Q4: 6,282 shares; 2025Q1: 6,711 shares; 2025Q2: not reported; 2025Q3: 5,567 shares; 2025Q4: 8,226 shares 8,226 $375K 0.01% +2,659 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,915 shares; 2025Q3: 5,074 shares; 2025Q4: 5,075 shares 5,075 $374K 0.01% +1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $373K 0.01% 0 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: 6,000 shares; 2024Q3: not reported; 2024Q4: 8,171 shares; 2025Q1: 10,481 shares; 2025Q2: 11,303 shares; 2025Q3: 10,590 shares; 2025Q4: 6,508 shares 6,508 $373K 0.01% -4,082 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,451 shares; 2024Q3: 5,629 shares; 2024Q4: 2,499 shares; 2025Q1: 2,664 shares; 2025Q2: 2,424 shares; 2025Q3: 2,429 shares; 2025Q4: 2,309 shares 2,309 $373K 0.01% -120 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,910 shares; 2025Q4: 23,176 shares 23,176 $372K 0.01% +10,266 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,188 shares; 2024Q4: 5,443 shares; 2025Q1: 5,252 shares; 2025Q2: 5,126 shares; 2025Q3: 5,528 shares; 2025Q4: 5,807 shares 5,807 $372K 0.01% +279 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,273 shares; 2025Q1: 4,301 shares; 2025Q2: 4,629 shares; 2025Q3: 4,692 shares; 2025Q4: 4,420 shares 4,420 $372K 0.01% -272 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,963 shares; 2025Q4: 8,082 shares 8,082 $369K 0.01% +119 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,453 shares; 2025Q4: 1,466 shares 1,466 $368K 0.01% +13 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,065 shares; 2025Q3: 1,151 shares; 2025Q4: 1,153 shares 1,153 $368K 0.01% +2 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,120 shares; 2024Q3: 5,736 shares; 2024Q4: 29,547 shares; 2025Q1: 20,323 shares; 2025Q2: 14,053 shares; 2025Q3: 13,498 shares; 2025Q4: 14,341 shares 14,341 $367K 0.01% +843 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,606 shares; 2025Q3: 4,097 shares; 2025Q4: 6,273 shares 6,273 $366K 0.01% +2,176 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 4,871 shares; 2025Q4: 4,916 shares 4,916 $366K 0.01% +45 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,963 shares; 2025Q4: 2,027 shares 2,027 $366K 0.01% +64 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 5,312 shares; 2025Q4: 5,226 shares 5,226 $365K 0.01% -86 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 143 shares; 2024Q4: 144 shares; 2025Q1: 142 shares; 2025Q2: 153 shares; 2025Q3: 164 shares; 2025Q4: 170 shares 170 $365K 0.01% +6 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: not reported; 2025Q4: 1,631 shares 1,631 $365K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,422 shares 1,422 $364K 0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,029 shares; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,023 shares; 2025Q2: 2,206 shares; 2025Q3: 2,089 shares; 2025Q4: 2,089 shares 2,089 $364K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,714 shares; 2025Q4: 1,831 shares 1,831 $364K 0.01% +117 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,801 shares; 2025Q4: 8,141 shares 8,141 $361K 0.01% +1,340 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,406 shares; 2025Q3: 1,905 shares; 2025Q4: 1,723 shares 1,723 $359K 0.01% -182 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: 3,358 shares; 2024Q3: 4,371 shares; 2024Q4: 4,880 shares; 2025Q1: 3,526 shares; 2025Q2: 3,088 shares; 2025Q3: 2,628 shares; 2025Q4: 2,621 shares 2,621 $359K 0.01% -7 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,150 shares; 2024Q3: 6,297 shares; 2024Q4: 5,967 shares; 2025Q1: 4,894 shares; 2025Q2: 5,660 shares; 2025Q3: not reported; 2025Q4: 9,671 shares 9,671 $358K 0.01% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,054 shares; 2025Q3: 3,139 shares; 2025Q4: 3,100 shares 3,100 $358K 0.01% -39 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639 shares; 2025Q2: 2,083 shares; 2025Q3: 2,643 shares; 2025Q4: 2,767 shares 2,767 $357K 0.01% +124 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,022 shares; 2025Q3: 33,983 shares; 2025Q4: 35,258 shares 35,258 $357K 0.01% +1,275 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,782 shares; 2025Q3: 7,922 shares; 2025Q4: 8,008 shares 8,008 $357K 0.01% +86 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,467 shares 3,467 $355K 0.01% new 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: 1,574 shares; 2024Q3: 1,761 shares; 2024Q4: 1,677 shares; 2025Q1: 1,782 shares; 2025Q2: 1,911 shares; 2025Q3: 1,515 shares; 2025Q4: 2,970 shares 2,970 $355K 0.01% +1,455 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 413 shares; 2024Q4: 409 shares; 2025Q1: 456 shares; 2025Q2: 521 shares; 2025Q3: 598 shares; 2025Q4: 618 shares 618 $354K 0.01% +20 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,043 shares; 2024Q3: 4,387 shares; 2024Q4: 4,486 shares; 2025Q1: 4,513 shares; 2025Q2: 4,675 shares; 2025Q3: 6,273 shares; 2025Q4: 4,443 shares 4,443 $354K 0.01% -1,830 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,321 shares; 2024Q3: 8,251 shares; 2024Q4: 8,135 shares; 2025Q1: 8,135 shares; 2025Q2: 8,135 shares; 2025Q3: 8,135 shares; 2025Q4: 8,135 shares 8,135 $353K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 540 shares; 2025Q4: 522 shares 522 $353K 0.01% -18 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,567 shares; 2025Q3: 4,788 shares; 2025Q4: 4,789 shares 4,789 $352K 0.01% +1 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,102 shares; 2025Q1: 5,916 shares; 2025Q2: 6,269 shares; 2025Q3: 6,249 shares; 2025Q4: 6,567 shares 6,567 $352K 0.01% +318 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 4,031 shares; 2025Q4: 3,731 shares 3,731 $351K 0.01% -300 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,925 shares; 2024Q4: 4,195 shares; 2025Q1: 4,367 shares; 2025Q2: 3,948 shares; 2025Q3: 4,663 shares; 2025Q4: 5,056 shares 5,056 $351K 0.01% +393 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,416 shares; 2025Q4: 2,394 shares 2,394 $351K 0.01% -22 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,555 shares; 2024Q3: 1,719 shares; 2024Q4: 1,707 shares; 2025Q1: 1,685 shares; 2025Q2: 3,858 shares; 2025Q3: 3,107 shares; 2025Q4: 2,159 shares 2,159 $350K 0.01% -948 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,391 shares; 2024Q3: 2,480 shares; 2024Q4: 2,569 shares; 2025Q1: 2,571 shares; 2025Q2: 2,517 shares; 2025Q3: 2,444 shares; 2025Q4: 2,500 shares 2,500 $350K 0.01% +56 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,356 shares; 2025Q1: 4,545 shares; 2025Q2: 6,074 shares; 2025Q3: 5,905 shares; 2025Q4: 6,623 shares 6,623 $349K 0.01% +718 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,230 shares 4,230 $348K 0.01% new 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: 3,541 shares; 2024Q3: 3,527 shares; 2024Q4: 3,470 shares; 2025Q1: 3,709 shares; 2025Q2: 4,110 shares; 2025Q3: 3,137 shares; 2025Q4: 2,956 shares 2,956 $348K 0.01% -181 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 664 shares; 2025Q4: 681 shares 681 $348K 0.01% +17 Timeline HYDB 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,276 shares; 2025Q4: 7,276 shares 7,276 $344K 0.01% 0 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: 13,118 shares; 2024Q3: not reported; 2024Q4: 16,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,650 shares; 2025Q4: 3,572 shares 3,572 $343K 0.01% +922 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: not reported; 2024Q3: 2,751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,454 shares; 2025Q4: 7,371 shares 7,371 $343K 0.01% -2,083 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,522 shares; 2024Q3: 6,757 shares; 2024Q4: 6,399 shares; 2025Q1: 7,090 shares; 2025Q2: 7,793 shares; 2025Q3: 9,712 shares; 2025Q4: 9,355 shares 9,355 $343K 0.01% -357 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,183 shares; 2024Q3: 7,267 shares; 2024Q4: 7,273 shares; 2025Q1: 7,353 shares; 2025Q2: 7,141 shares; 2025Q3: 8,511 shares; 2025Q4: 8,725 shares 8,725 $342K 0.01% +214 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: 4,400 shares; 2024Q3: 4,254 shares; 2024Q4: 4,041 shares; 2025Q1: 4,037 shares; 2025Q2: 3,549 shares; 2025Q3: 3,005 shares; 2025Q4: 2,647 shares 2,647 $341K 0.01% -358 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,952 shares; 2025Q3: 3,263 shares; 2025Q4: 2,339 shares 2,339 $339K 0.01% -924 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,369 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,615 shares; 2025Q4: 1,749 shares 1,749 $339K 0.01% +134 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,746 shares; 2024Q3: 1,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 1,986 shares; 2025Q4: 2,018 shares 2,018 $338K 0.01% +32 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,929 shares; 2024Q3: 2,943 shares; 2024Q4: 2,946 shares; 2025Q1: 3,010 shares; 2025Q2: 3,815 shares; 2025Q3: 3,795 shares; 2025Q4: 3,352 shares 3,352 $338K 0.01% -443 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 776 shares; 2024Q3: 791 shares; 2024Q4: 792 shares; 2025Q1: 796 shares; 2025Q2: 807 shares; 2025Q3: 808 shares; 2025Q4: 810 shares 810 $338K 0.01% +2 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,120 shares; 2024Q3: 9,598 shares; 2024Q4: 8,148 shares; 2025Q1: 9,059 shares; 2025Q2: 11,921 shares; 2025Q3: 10,785 shares; 2025Q4: 9,247 shares 9,247 $337K 0.01% -1,538 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,373 shares; 2025Q3: 9,427 shares; 2025Q4: 9,302 shares 9,302 $337K 0.01% -125 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,356 shares; 2025Q3: 7,081 shares; 2025Q4: 5,969 shares 5,969 $336K 0.01% -1,112 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 1,219 shares; 2025Q4: 1,017 shares 1,017 $334K 0.01% -202 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,563 shares 5,563 $334K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,580 shares; 2025Q2: 6,165 shares; 2025Q3: 5,570 shares; 2025Q4: 4,439 shares 4,439 $333K 0.01% -1,131 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,574 shares; 2024Q3: 9,092 shares; 2024Q4: 7,386 shares; 2025Q1: 7,386 shares; 2025Q2: 7,386 shares; 2025Q3: 7,386 shares; 2025Q4: 7,386 shares 7,386 $333K 0.01% 0 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,844 shares; 2024Q3: 9,400 shares; 2024Q4: 9,138 shares; 2025Q1: 9,776 shares; 2025Q2: 9,226 shares; 2025Q3: 9,515 shares; 2025Q4: 9,434 shares 9,434 $333K 0.01% -81 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,587 shares; 2025Q3: not reported; 2025Q4: 1,898 shares 1,898 $333K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: 3,103 shares; 2025Q4: 4,405 shares 4,405 $332K 0.01% +1,302 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 519 shares; 2025Q4: 538 shares 538 $329K 0.01% +19 Timeline PIO 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: not reported; 2024Q3: not reported; 2024Q4: 6,236 shares; 2025Q1: 6,859 shares; 2025Q2: 6,740 shares; 2025Q3: 7,180 shares; 2025Q4: 7,447 shares 7,447 $329K 0.01% +267 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,752 shares; 2024Q3: 5,181 shares; 2024Q4: 4,814 shares; 2025Q1: 4,795 shares; 2025Q2: 5,062 shares; 2025Q3: 5,556 shares; 2025Q4: 5,155 shares 5,155 $328K 0.01% -401 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,430 shares; 2024Q4: 1,390 shares; 2025Q1: 1,411 shares; 2025Q2: 1,571 shares; 2025Q3: 1,579 shares; 2025Q4: 1,615 shares 1,615 $328K 0.01% +36 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,989 shares; 2025Q4: 6,240 shares 6,240 $328K 0.01% +251 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,420 shares; 2024Q3: 3,557 shares; 2024Q4: 3,555 shares; 2025Q1: 3,492 shares; 2025Q2: 3,503 shares; 2025Q3: 3,219 shares; 2025Q4: 3,593 shares 3,593 $327K 0.01% +374 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,290 shares; 2024Q3: 1,356 shares; 2024Q4: 1,339 shares; 2025Q1: 1,342 shares; 2025Q2: 1,508 shares; 2025Q3: 1,551 shares; 2025Q4: 1,262 shares 1,262 $327K 0.01% -289 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 1,062 shares 1,062 $325K 0.01% +168 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 41,159 shares; 2024Q3: 43,159 shares; 2024Q4: 44,023 shares; 2025Q1: 34,759 shares; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 27,054 shares 27,054 $325K 0.01% -1,596 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: 3,127 shares; 2024Q3: 4,545 shares; 2024Q4: 7,043 shares; 2025Q1: 8,104 shares; 2025Q2: 6,515 shares; 2025Q3: 4,444 shares; 2025Q4: 4,174 shares 4,174 $324K 0.01% -270 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,701 shares; 2024Q3: 3,703 shares; 2024Q4: 3,701 shares; 2025Q1: 3,731 shares; 2025Q2: 3,767 shares; 2025Q3: 4,094 shares; 2025Q4: 4,691 shares 4,691 $324K 0.01% +597 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,496 shares; 2025Q4: 2,788 shares 2,788 $324K 0.01% +292 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,371 shares; 2025Q3: 6,137 shares; 2025Q4: 7,382 shares 7,382 $324K 0.01% +1,245 Timeline SPDW 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: not reported; 2024Q3: 24,544 shares; 2024Q4: 20,163 shares; 2025Q1: 19,603 shares; 2025Q2: 16,580 shares; 2025Q3: 8,017 shares; 2025Q4: 7,277 shares 7,277 $323K 0.01% -740 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: 7,928 shares; 2024Q3: 17,938 shares; 2024Q4: 18,272 shares; 2025Q1: 17,206 shares; 2025Q2: 11,768 shares; 2025Q3: 11,768 shares; 2025Q4: 10,031 shares 10,031 $322K 0.01% -1,737 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,971 shares; 2025Q3: 2,885 shares; 2025Q4: 2,996 shares 2,996 $320K 0.01% +111 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 534 shares; 2024Q3: 537 shares; 2024Q4: 528 shares; 2025Q1: 538 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 577 shares 577 $319K 0.01% +44 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 3,227 shares 3,227 $319K 0.01% +49 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,925 shares; 2025Q3: not reported; 2025Q4: 6,654 shares 6,654 $319K 0.01% new 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: not reported; 2024Q3: 1,494 shares; 2024Q4: 1,632 shares; 2025Q1: 1,459 shares; 2025Q2: 1,466 shares; 2025Q3: 1,472 shares; 2025Q4: 1,447 shares 1,447 $318K 0.01% -25 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: not reported; 2024Q3: not reported; 2024Q4: 12,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,617 shares; 2025Q4: 4,318 shares 4,318 $318K 0.01% -6,299 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,426 shares; 2025Q3: 2,607 shares; 2025Q4: 2,471 shares 2,471 $316K 0.01% -136 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 1,944 shares; 2025Q3: 2,053 shares; 2025Q4: 2,051 shares 2,051 $314K 0.01% -2 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 3,857 shares; 2025Q4: 4,056 shares 4,056 $314K 0.01% +199 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,832 shares; 2024Q4: 3,834 shares; 2025Q1: 3,901 shares; 2025Q2: 4,095 shares; 2025Q3: 4,151 shares; 2025Q4: 4,201 shares 4,201 $312K 0.01% +50 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,725 shares 1,725 $311K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 16,500 shares; 2025Q3: 18,805 shares; 2025Q4: 23,816 shares 23,816 $310K 0.01% +5,011 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,863 shares; 2024Q4: 2,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 2,364 shares 2,364 $310K 0.01% +252 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,448 shares; 2025Q4: 1,693 shares 1,693 $309K 0.01% +245 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares 1,695 $309K 0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares 1,902 $308K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,551 shares; 2025Q4: 1,915 shares 1,915 $308K 0.01% +364 Timeline