IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,265 shares; 2024Q4: 101,488 shares; 2025Q1: 105,146 shares; 2025Q2: 82,796 shares; 2025Q3: 79,246 shares; 2025Q4: 79,489 shares 79,489 $54.4M 6.28% +243 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,807 shares; 2024Q4: 42,401 shares; 2025Q1: 39,147 shares; 2025Q2: 38,995 shares; 2025Q3: 38,995 shares; 2025Q4: 38,914 shares 38,914 $29.3M 3.39% -81 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,039 shares; 2025Q3: 293,930 shares; 2025Q4: 299,221 shares 299,221 $28.2M 3.26% +5,291 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,847 shares; 2024Q4: 42,829 shares; 2025Q1: 41,982 shares; 2025Q2: 43,151 shares; 2025Q3: 43,001 shares; 2025Q4: 44,549 shares 44,549 $21.5M 2.49% +1,548 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,683 shares; 2024Q4: 46,806 shares; 2025Q1: 54,555 shares; 2025Q2: 56,671 shares; 2025Q3: 61,981 shares; 2025Q4: 62,792 shares 62,792 $21.5M 2.49% +811 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,855 shares; 2024Q4: 77,807 shares; 2025Q1: 75,543 shares; 2025Q2: 72,915 shares; 2025Q3: 75,631 shares; 2025Q4: 76,884 shares 76,884 $20.9M 2.41% +1,253 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,882 shares; 2024Q4: 99,855 shares; 2025Q1: 93,290 shares; 2025Q2: 98,123 shares; 2025Q3: 100,395 shares; 2025Q4: 106,457 shares 106,457 $19.9M 2.29% +6,062 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,904 shares; 2024Q4: 108,864 shares; 2025Q1: 128,199 shares; 2025Q2: 117,722 shares; 2025Q3: 100,199 shares; 2025Q4: 90,974 shares 90,974 $18.1M 2.09% -9,225 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,649 shares; 2024Q4: 133,457 shares; 2025Q1: 172,830 shares; 2025Q2: 197,865 shares; 2025Q3: 162,638 shares; 2025Q4: 174,587 shares 174,587 $17.5M 2.02% +11,949 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,233 shares; 2024Q4: 259,473 shares; 2025Q1: 263,777 shares; 2025Q2: 305,810 shares; 2025Q3: 245,236 shares; 2025Q4: 238,679 shares 238,679 $17M 1.97% -6,557 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,446 shares; 2024Q4: 129,448 shares; 2025Q1: 151,255 shares; 2025Q2: 130,769 shares; 2025Q3: 112,945 shares; 2025Q4: 114,708 shares 114,708 $14.1M 1.63% +1,763 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,749 shares; 2024Q4: 41,055 shares; 2025Q1: 80,408 shares; 2025Q2: 132,687 shares; 2025Q3: 126,174 shares; 2025Q4: 176,629 shares 176,629 $11.9M 1.37% +50,455 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 29,690 shares; 2025Q1: 47,328 shares; 2025Q2: 48,595 shares; 2025Q3: 41,823 shares; 2025Q4: 53,431 shares 53,431 $11.3M 1.31% +11,608 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,645 shares; 2024Q4: 76,453 shares; 2025Q1: 76,084 shares; 2025Q2: 76,284 shares; 2025Q3: 75,997 shares; 2025Q4: 74,699 shares 74,699 $11.1M 1.28% -1,298 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,830 shares; 2024Q4: 169,024 shares; 2025Q1: 206,264 shares; 2025Q2: 175,031 shares; 2025Q3: 172,849 shares; 2025Q4: 179,794 shares 179,794 $10.9M 1.26% +6,945 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,605 shares; 2024Q4: 42,160 shares; 2025Q1: 32,477 shares; 2025Q2: 32,509 shares; 2025Q3: 29,755 shares; 2025Q4: 30,040 shares 30,040 $10.4M 1.2% +285 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,897 shares; 2025Q3: 261,097 shares; 2025Q4: 240,094 shares 240,094 $10.3M 1.19% -21,003 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,301 shares; 2024Q4: 196,478 shares; 2025Q1: 207,169 shares; 2025Q2: 201,847 shares; 2025Q3: 202,960 shares; 2025Q4: 202,480 shares 202,480 $10.2M 1.18% -480 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,552 shares; 2024Q4: 31,212 shares; 2025Q1: 32,452 shares; 2025Q2: 32,924 shares; 2025Q3: 34,391 shares; 2025Q4: 37,152 shares 37,152 $8.58M 0.99% +2,761 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,436 shares; 2024Q4: 59,490 shares; 2025Q1: 63,149 shares; 2025Q2: 57,143 shares; 2025Q3: 43,422 shares; 2025Q4: 42,363 shares 42,363 $8.46M 0.98% -1,059 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,170 shares; 2025Q3: 63,086 shares; 2025Q4: 62,948 shares 62,948 $8.33M 0.96% -138 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,780 shares; 2024Q4: 255,798 shares; 2025Q1: 134,587 shares; 2025Q2: 81,172 shares; 2025Q3: 140,637 shares; 2025Q4: 164,309 shares 164,309 $8.27M 0.95% +23,672 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,484 shares; 2025Q1: 8,287 shares; 2025Q2: 8,152 shares; 2025Q3: 7,533 shares; 2025Q4: 6,654 shares 6,654 $8.09M 0.93% -879 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,839 shares; 2024Q4: 60,244 shares; 2025Q1: 61,232 shares; 2025Q2: 68,218 shares; 2025Q3: 62,557 shares; 2025Q4: 74,241 shares 74,241 $7.95M 0.92% +11,684 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,255 shares; 2024Q4: 61,974 shares; 2025Q1: 56,090 shares; 2025Q2: 54,223 shares; 2025Q3: 51,063 shares; 2025Q4: 50,103 shares 50,103 $7.76M 0.9% -960 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,755 shares; 2025Q3: 163,820 shares; 2025Q4: 180,582 shares 180,582 $7.53M 0.87% +16,762 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,922 shares; 2025Q2: 60,255 shares; 2025Q3: 57,010 shares; 2025Q4: 51,014 shares 51,014 $6.91M 0.8% -5,996 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,430 shares; 2024Q4: 138,248 shares; 2025Q1: 110,801 shares; 2025Q2: 96,649 shares; 2025Q3: 69,357 shares; 2025Q4: 60,619 shares 60,619 $6.91M 0.8% -8,738 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,340 shares; 2024Q4: 32,987 shares; 2025Q1: 30,601 shares; 2025Q2: 29,683 shares; 2025Q3: 29,113 shares; 2025Q4: 57,122 shares 57,122 $6.82M 0.79% +28,009 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,725 shares; 2025Q1: 7,729 shares; 2025Q2: 6,356 shares; 2025Q3: 6,129 shares; 2025Q4: 6,303 shares 6,303 $6.77M 0.78% +174 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,824 shares; 2024Q4: 36,675 shares; 2025Q1: 36,521 shares; 2025Q2: 36,115 shares; 2025Q3: 35,917 shares; 2025Q4: 35,549 shares 35,549 $6.52M 0.75% -368 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,393 shares; 2024Q4: 27,113 shares; 2025Q1: 26,827 shares; 2025Q2: 26,752 shares; 2025Q3: 25,094 shares; 2025Q4: 24,557 shares 24,557 $5.92M 0.68% -537 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,911 shares; 2024Q4: 172,009 shares; 2025Q1: 162,631 shares; 2025Q2: 162,903 shares; 2025Q3: 147,785 shares; 2025Q4: 145,193 shares 145,193 $5.52M 0.64% -2,592 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,149 shares; 2024Q4: 25,008 shares; 2025Q1: 25,156 shares; 2025Q2: 24,608 shares; 2025Q3: 24,551 shares; 2025Q4: 23,928 shares 23,928 $5.47M 0.63% -623 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,043 shares; 2024Q4: 12,750 shares; 2025Q1: 12,664 shares; 2025Q2: 14,225 shares; 2025Q3: not reported; 2025Q4: 17,005 shares 17,005 $5.32M 0.61% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 19,214 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,729 shares 17,729 $5.29M 0.61% -235 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,456 shares; 2024Q4: 321,711 shares; 2025Q1: 315,189 shares; 2025Q2: 318,511 shares; 2025Q3: 319,705 shares; 2025Q4: 317,678 shares 317,678 $5.24M 0.6% -2,027 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,086 shares; 2024Q4: 35,086 shares; 2025Q1: 34,906 shares; 2025Q2: 34,906 shares; 2025Q3: 36,491 shares; 2025Q4: 36,491 shares 36,491 $5.15M 0.59% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,797 shares; 2024Q4: 367,036 shares; 2025Q1: 363,870 shares; 2025Q2: 363,870 shares; 2025Q3: 363,870 shares; 2025Q4: 359,994 shares 359,994 $5.1M 0.59% -3,876 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 7,277 shares; 2025Q1: 7,159 shares; 2025Q2: 7,707 shares; 2025Q3: 7,737 shares; 2025Q4: 7,808 shares 7,808 $4.9M 0.57% +71 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,549 shares; 2024Q4: 25,358 shares; 2025Q1: 25,127 shares; 2025Q2: 29,374 shares; 2025Q3: 29,393 shares; 2025Q4: 27,809 shares 27,809 $4.82M 0.56% -1,584 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,944 shares; 2024Q4: 17,933 shares; 2025Q1: 17,905 shares; 2025Q2: 18,246 shares; 2025Q3: 18,292 shares; 2025Q4: 13,641 shares 13,641 $4.78M 0.55% -4,651 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,181 shares; 2025Q3: 15,236 shares; 2025Q4: 14,769 shares 14,769 $4.7M 0.54% -467 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,848 shares; 2025Q1: 6,130 shares; 2025Q2: 6,364 shares; 2025Q3: 6,647 shares; 2025Q4: 7,020 shares 7,020 $4.63M 0.53% +373 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,600 shares; 2024Q4: 35,449 shares; 2025Q1: 35,396 shares; 2025Q2: 21,148 shares; 2025Q3: 20,490 shares; 2025Q4: 20,301 shares 20,301 $4.62M 0.53% -189 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,288 shares; 2024Q4: 35,096 shares; 2025Q1: 35,455 shares; 2025Q2: 35,007 shares; 2025Q3: 35,671 shares; 2025Q4: 34,394 shares 34,394 $4.56M 0.53% -1,277 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 5,742 shares; 2025Q1: 6,202 shares; 2025Q2: 6,567 shares; 2025Q3: 6,566 shares; 2025Q4: 6,632 shares 6,632 $4.54M 0.52% +66 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,343 shares; 2024Q4: 31,097 shares; 2025Q1: 31,244 shares; 2025Q2: 30,370 shares; 2025Q3: 30,106 shares; 2025Q4: 28,001 shares 28,001 $4.54M 0.52% -2,105 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 11,150 shares; 2025Q1: 11,039 shares; 2025Q2: 11,076 shares; 2025Q3: 11,045 shares; 2025Q4: 7,800 shares 7,800 $4.45M 0.51% -3,245 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,459 shares; 2024Q4: 17,638 shares; 2025Q1: 19,129 shares; 2025Q2: 19,130 shares; 2025Q3: 19,735 shares; 2025Q4: 19,682 shares 19,682 $4.45M 0.51% -53 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,101 shares; 2025Q1: 13,769 shares; 2025Q2: 11,679 shares; 2025Q3: 9,954 shares; 2025Q4: 17,477 shares 17,477 $4.37M 0.5% +7,523 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,004 shares; 2024Q4: 34,816 shares; 2025Q1: 34,689 shares; 2025Q2: 32,722 shares; 2025Q3: 33,439 shares; 2025Q4: 32,901 shares 32,901 $4.36M 0.5% -538 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,010 shares; 2025Q3: 96,068 shares; 2025Q4: 128,671 shares 128,671 $4.28M 0.49% +32,603 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,636 shares; 2025Q2: 42,507 shares; 2025Q3: 41,596 shares; 2025Q4: 39,823 shares 39,823 $4.2M 0.48% -1,773 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 7,653 shares; 2025Q1: 7,225 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,782 shares 6,782 $4.17M 0.48% +20 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,618 shares; 2025Q2: 42,478 shares; 2025Q3: 43,355 shares; 2025Q4: 41,803 shares 41,803 $4.06M 0.47% -1,552 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,583 shares; 2025Q3: 98,723 shares; 2025Q4: 105,022 shares 105,022 $4.05M 0.47% +6,299 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 4,472 shares; 2025Q1: 4,955 shares; 2025Q2: 5,184 shares; 2025Q3: 5,714 shares; 2025Q4: 43,199 shares 43,199 $4.03M 0.46% +37,485 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,056 shares; 2024Q4: 18,814 shares; 2025Q1: 18,644 shares; 2025Q2: 18,606 shares; 2025Q3: 18,284 shares; 2025Q4: 18,227 shares 18,227 $4M 0.46% -57 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,644 shares; 2024Q4: 8,067 shares; 2025Q1: 8,274 shares; 2025Q2: 8,213 shares; 2025Q3: 8,214 shares; 2025Q4: 8,205 shares 8,205 $4M 0.46% -9 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: restricted; 2024Q3: 15,756 shares; 2024Q4: 19,089 shares; 2025Q1: 17,074 shares; 2025Q2: 17,068 shares; 2025Q3: 16,500 shares; 2025Q4: 15,468 shares 15,468 $4M 0.46% -1,032 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,484 shares; 2024Q4: 16,638 shares; 2025Q1: 16,394 shares; 2025Q2: 16,326 shares; 2025Q3: 16,133 shares; 2025Q4: 11,317 shares 11,317 $3.99M 0.46% -4,816 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,865 shares; 2025Q3: 94,071 shares; 2025Q4: 93,093 shares 93,093 $3.87M 0.45% -978 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,876 shares; 2024Q4: 24,010 shares; 2025Q1: 14,959 shares; 2025Q2: 14,926 shares; 2025Q3: 14,459 shares; 2025Q4: 14,206 shares 14,206 $3.85M 0.44% -253 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,854 shares; 2024Q4: 16,877 shares; 2025Q1: 33,189 shares; 2025Q2: 33,625 shares; 2025Q3: 33,299 shares; 2025Q4: 30,489 shares 30,489 $3.82M 0.44% -2,810 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 9,496 shares; 2025Q1: 33,377 shares; 2025Q2: 19,170 shares; 2025Q3: 35,216 shares; 2025Q4: 36,445 shares 36,445 $3.71M 0.43% +1,229 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,649 shares; 2024Q4: 62,622 shares; 2025Q1: 56,998 shares; 2025Q2: 56,100 shares; 2025Q3: 55,129 shares; 2025Q4: 53,723 shares 53,723 $3.69M 0.43% -1,406 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,593 shares; 2024Q4: 70,342 shares; 2025Q1: 66,567 shares; 2025Q2: 67,341 shares; 2025Q3: 67,632 shares; 2025Q4: 74,165 shares 74,165 $3.68M 0.42% +6,533 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,629 shares; 2024Q4: 15,004 shares; 2025Q1: 14,864 shares; 2025Q2: 14,864 shares; 2025Q3: 14,805 shares; 2025Q4: 14,550 shares 14,550 $3.58M 0.41% -255 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,221 shares; 2025Q1: 6,192 shares; 2025Q2: 6,197 shares; 2025Q3: 5,901 shares; 2025Q4: 6,293 shares 6,293 $3.56M 0.41% +392 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 11,146 shares; 2025Q1: 38,159 shares; 2025Q2: 31,290 shares; 2025Q3: 40,881 shares; 2025Q4: 43,540 shares 43,540 $3.53M 0.41% +2,659 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,682 shares; 2024Q4: 9,173 shares; 2025Q1: 8,935 shares; 2025Q2: 10,184 shares; 2025Q3: 25,034 shares; 2025Q4: 11,156 shares 11,156 $3.5M 0.4% -13,878 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,298 shares; 2024Q4: 17,112 shares; 2025Q1: 28,238 shares; 2025Q2: 55,415 shares; 2025Q3: 76,709 shares; 2025Q4: 75,279 shares 75,279 $3.44M 0.4% -1,430 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: restricted; 2024Q3: 17,333 shares; 2024Q4: 17,194 shares; 2025Q1: 16,939 shares; 2025Q2: 16,321 shares; 2025Q3: 15,860 shares; 2025Q4: 14,902 shares 14,902 $3.41M 0.39% -958 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,613 shares; 2024Q4: 29,613 shares; 2025Q1: 23,012 shares; 2025Q2: 23,012 shares; 2025Q3: 23,011 shares; 2025Q4: 21,974 shares 21,974 $3.41M 0.39% -1,037 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,920 shares; 2024Q4: 33,440 shares; 2025Q1: 28,992 shares; 2025Q2: 28,694 shares; 2025Q3: 26,864 shares; 2025Q4: 27,179 shares 27,179 $3.27M 0.38% +315 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,899 shares; 2025Q3: 48,051 shares; 2025Q4: 47,911 shares 47,911 $3.05M 0.35% -140 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 6,493 shares; 2025Q1: 7,600 shares; 2025Q2: 7,659 shares; 2025Q3: 7,673 shares; 2025Q4: 7,683 shares 7,683 $3.04M 0.35% +10 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 650 shares; 2025Q3: 704 shares; 2025Q4: 4,560 shares 4,560 $3.02M 0.35% +3,856 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,508 shares; 2024Q4: 10,970 shares; 2025Q1: 10,214 shares; 2025Q2: 18,010 shares; 2025Q3: 21,831 shares; 2025Q4: 27,293 shares 27,293 $3.01M 0.35% +5,462 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,604 shares; 2024Q4: 59,372 shares; 2025Q1: 54,576 shares; 2025Q2: 53,721 shares; 2025Q3: 52,072 shares; 2025Q4: 51,677 shares 51,677 $2.99M 0.34% -395 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,177 shares; 2024Q4: 24,878 shares; 2025Q1: 24,395 shares; 2025Q2: 25,727 shares; 2025Q3: 26,467 shares; 2025Q4: 26,736 shares 26,736 $2.98M 0.34% +269 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 6,030 shares; 2025Q1: 5,926 shares; 2025Q2: 5,904 shares; 2025Q3: 5,863 shares; 2025Q4: 5,727 shares 5,727 $2.93M 0.34% -136 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,448 shares; 2024Q4: 15,352 shares; 2025Q1: 15,363 shares; 2025Q2: 15,350 shares; 2025Q3: 15,379 shares; 2025Q4: 15,301 shares 15,301 $2.92M 0.34% -78 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 4,582 shares; 2025Q1: 4,826 shares; 2025Q2: 5,128 shares; 2025Q3: 5,273 shares; 2025Q4: 5,654 shares 5,654 $2.84M 0.33% +381 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,905 shares; 2024Q4: 56,950 shares; 2025Q1: 30,221 shares; 2025Q2: 30,043 shares; 2025Q3: 29,613 shares; 2025Q4: 26,384 shares 26,384 $2.8M 0.32% -3,229 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,938 shares; 2025Q1: 3,874 shares; 2025Q2: 5,507 shares; 2025Q3: 5,901 shares; 2025Q4: 6,221 shares 6,221 $2.8M 0.32% +320 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,755 shares; 2025Q4: 12,626 shares 12,626 $2.71M 0.31% +871 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 10,766 shares; 2025Q1: 10,138 shares; 2025Q2: 9,790 shares; 2025Q3: 9,550 shares; 2025Q4: 9,087 shares 9,087 $2.62M 0.3% -463 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 30,000 shares 30,000 $2.57M 0.3% -5,000 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,780 shares; 2025Q2: 18,992 shares; 2025Q3: 19,524 shares; 2025Q4: 51,403 shares 51,403 $2.5M 0.29% +31,879 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,557 shares; 2024Q4: 48,308 shares; 2025Q1: 48,993 shares; 2025Q2: 47,895 shares; 2025Q3: 48,070 shares; 2025Q4: 48,434 shares 48,434 $2.46M 0.28% +364 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,647 shares; 2025Q1: 2,569 shares; 2025Q2: 2,662 shares; 2025Q3: 2,547 shares; 2025Q4: 25,976 shares 25,976 $2.44M 0.28% +23,429 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 11,822 shares; 2025Q1: 11,759 shares; 2025Q2: 11,759 shares; 2025Q3: 11,718 shares; 2025Q4: 11,406 shares 11,406 $2.41M 0.28% -312 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,525 shares; 2025Q1: 2,595 shares; 2025Q2: 2,664 shares; 2025Q3: 2,711 shares; 2025Q4: 2,780 shares 2,780 $2.4M 0.28% +69 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,868 shares; 2024Q4: 18,868 shares; 2025Q1: 18,859 shares; 2025Q2: 18,271 shares; 2025Q3: 18,271 shares; 2025Q4: 18,271 shares 18,271 $2.38M 0.27% 0 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: restricted; 2024Q3: 31,750 shares; 2024Q4: 31,750 shares; 2025Q1: 31,750 shares; 2025Q2: 31,750 shares; 2025Q3: 31,750 shares; 2025Q4: 31,250 shares 31,250 $2.35M 0.27% -500 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,815 shares 17,815 $2.3M 0.27% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,754 shares; 2024Q4: 103,769 shares; 2025Q1: 89,667 shares; 2025Q2: 33,703 shares; 2025Q3: 32,176 shares; 2025Q4: 30,535 shares 30,535 $2.22M 0.26% -1,641 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: restricted; 2024Q3: 10,506 shares; 2024Q4: 10,506 shares; 2025Q1: 10,429 shares; 2025Q2: 10,429 shares; 2025Q3: 10,424 shares; 2025Q4: 10,420 shares 10,420 $2.21M 0.25% -4 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,612 shares; 2024Q4: 63,612 shares; 2025Q1: 64,212 shares; 2025Q2: 64,212 shares; 2025Q3: 64,212 shares; 2025Q4: 67,548 shares 67,548 $2.2M 0.25% +3,336 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,527 shares; 2024Q4: 27,365 shares; 2025Q1: 26,203 shares; 2025Q2: 25,837 shares; 2025Q3: 23,578 shares; 2025Q4: 22,827 shares 22,827 $2.15M 0.25% -751 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,750 shares; 2024Q4: 109,750 shares; 2025Q1: 109,750 shares; 2025Q2: 109,750 shares; 2025Q3: 109,750 shares; 2025Q4: 109,750 shares 109,750 $2.13M 0.25% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,420 shares; 2025Q2: 27,470 shares; 2025Q3: 27,187 shares; 2025Q4: 25,573 shares 25,573 $2.12M 0.24% -1,614 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,630 shares; 2024Q4: 87,630 shares; 2025Q1: 87,630 shares; 2025Q2: 87,630 shares; 2025Q3: 81,675 shares; 2025Q4: 81,675 shares 81,675 $2.11M 0.24% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,519 shares; 2025Q1: 8,562 shares; 2025Q2: 7,292 shares; 2025Q3: 7,467 shares; 2025Q4: 7,104 shares 7,104 $2.03M 0.23% -363 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,301 shares 33,301 $2M 0.23% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,101 shares; 2024Q4: 93,638 shares; 2025Q1: 137,806 shares; 2025Q2: 37,322 shares; 2025Q3: 40,927 shares; 2025Q4: 42,625 shares 42,625 $1.98M 0.23% +1,698 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,698 shares; 2025Q3: 26,418 shares; 2025Q4: 26,138 shares 26,138 $1.98M 0.23% -280 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,982 shares; 2025Q3: 39,284 shares; 2025Q4: 42,331 shares 42,331 $1.97M 0.23% +3,047 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 3,844 shares; 2025Q1: 4,185 shares; 2025Q2: 4,834 shares; 2025Q3: 5,226 shares; 2025Q4: 6,081 shares 6,081 $1.96M 0.23% +855 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 12,518 shares; 2025Q1: 13,513 shares; 2025Q2: 13,133 shares; 2025Q3: 13,390 shares; 2025Q4: 13,476 shares 13,476 $1.93M 0.22% +86 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,679 shares; 2025Q1: 4,311 shares; 2025Q2: 4,919 shares; 2025Q3: 5,048 shares; 2025Q4: 5,120 shares 5,120 $1.91M 0.22% +72 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,242 shares; 2025Q1: 4,361 shares; 2025Q2: 4,417 shares; 2025Q3: 4,326 shares; 2025Q4: 4,040 shares 4,040 $1.89M 0.22% -286 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,504 shares; 2024Q4: 33,284 shares; 2025Q1: 32,981 shares; 2025Q2: 32,768 shares; 2025Q3: 31,857 shares; 2025Q4: 29,048 shares 29,048 $1.86M 0.22% -2,809 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 20,064 shares; 2025Q1: 15,418 shares; 2025Q2: 15,261 shares; 2025Q3: 15,261 shares; 2025Q4: 15,261 shares 15,261 $1.85M 0.21% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,344 shares; 2024Q4: 13,449 shares; 2025Q1: 15,193 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,085 shares 14,085 $1.82M 0.21% -154 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,670 shares; 2025Q4: 80,640 shares 80,640 $1.79M 0.21% +64,970 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 2,117 shares; 2025Q2: 3,234 shares; 2025Q3: 3,215 shares; 2025Q4: 3,714 shares 3,714 $1.76M 0.2% +499 Timeline BRRR COINSHARES BITCOIN ETF More: the full row for COINSHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,250 shares; 2024Q4: 30,250 shares; 2025Q1: 30,250 shares; 2025Q2: 30,250 shares; 2025Q3: 64,150 shares; 2025Q4: 64,870 shares 64,870 $1.6M 0.19% +720 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 17,910 shares 17,910 $1.6M 0.18% +15,614 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,313 shares; 2024Q4: 13,960 shares; 2025Q1: 16,762 shares; 2025Q2: 8,323 shares; 2025Q3: 13,876 shares; 2025Q4: 16,641 shares 16,641 $1.58M 0.18% +2,765 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,550 shares; 2025Q1: 2,875 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 15,482 shares 15,482 $1.55M 0.18% +12,908 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,261 shares; 2024Q4: 13,261 shares; 2025Q1: 11,465 shares; 2025Q2: 11,465 shares; 2025Q3: 11,465 shares; 2025Q4: 11,465 shares 11,465 $1.53M 0.18% 0 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 26,390 shares; 2025Q4: 26,390 shares 26,390 $1.51M 0.17% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,042 shares; 2025Q1: 12,042 shares; 2025Q2: 12,042 shares; 2025Q3: 14,602 shares; 2025Q4: 14,602 shares 14,602 $1.49M 0.17% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,591 shares; 2025Q2: 7,591 shares; 2025Q3: 7,591 shares; 2025Q4: 7,590 shares 7,590 $1.45M 0.17% -1 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 10,193 shares; 2025Q1: 4,166 shares; 2025Q2: 4,409 shares; 2025Q3: 3,993 shares; 2025Q4: 4,124 shares 4,124 $1.42M 0.16% +131 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 5,414 shares; 2025Q1: 5,910 shares; 2025Q2: 6,022 shares; 2025Q3: 6,537 shares; 2025Q4: 6,797 shares 6,797 $1.41M 0.16% +260 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,764 shares; 2025Q1: 2,719 shares; 2025Q2: 2,723 shares; 2025Q3: 2,696 shares; 2025Q4: 2,687 shares 2,687 $1.4M 0.16% -9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,753 shares; 2025Q1: 6,110 shares; 2025Q2: 6,322 shares; 2025Q3: 6,579 shares; 2025Q4: 7,173 shares 7,173 $1.4M 0.16% +594 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 27,569 shares; 2025Q1: 27,569 shares; 2025Q2: 26,349 shares; 2025Q3: 25,240 shares; 2025Q4: 25,242 shares 25,242 $1.38M 0.16% +2 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,550 shares; 2025Q4: 36,035 shares 36,035 $1.36M 0.16% +27,485 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,845 shares; 2024Q4: 12,760 shares; 2025Q1: 12,670 shares; 2025Q2: 12,565 shares; 2025Q3: 12,215 shares; 2025Q4: 10,020 shares 10,020 $1.35M 0.16% -2,195 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 44,912 shares; 2025Q1: 51,118 shares; 2025Q2: 49,962 shares; 2025Q3: 49,969 shares; 2025Q4: 49,980 shares 49,980 $1.31M 0.15% +11 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,019 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,014 shares 5,014 $1.31M 0.15% +14 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 9,042 shares; 2025Q1: 8,695 shares; 2025Q2: 3,097 shares; 2025Q3: 2,948 shares; 2025Q4: 3,939 shares 3,939 $1.3M 0.15% +991 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,985 shares; 2024Q4: 54,652 shares; 2025Q1: 54,652 shares; 2025Q2: 54,652 shares; 2025Q3: 53,076 shares; 2025Q4: 53,076 shares 53,076 $1.25M 0.14% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,990 shares; 2025Q4: 27,221 shares 27,221 $1.24M 0.14% +9,231 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400,640 shares; 2025Q1: 400,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000 $1.23M 0.14% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares; 2025Q1: 4,765 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares 4,445 $1.2M 0.14% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,554 shares; 2025Q1: 5,868 shares; 2025Q2: 6,722 shares; 2025Q3: 6,972 shares; 2025Q4: 7,213 shares 7,213 $1.17M 0.13% +241 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: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1.14M 0.13% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,200 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.12M 0.13% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 8,590 shares; 2025Q1: 9,820 shares; 2025Q2: 10,578 shares; 2025Q3: 9,807 shares; 2025Q4: 9,970 shares 9,970 $1.06M 0.12% +163 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,735 shares; 2024Q4: 12,835 shares; 2025Q1: 13,147 shares; 2025Q2: 13,160 shares; 2025Q3: 13,009 shares; 2025Q4: 13,130 shares 13,130 $1.05M 0.12% +121 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,625 shares 3,625 $1.05M 0.12% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,635 shares; 2025Q4: 20,791 shares 20,791 $1.05M 0.12% +7,156 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 916 shares; 2025Q1: 895 shares; 2025Q2: 947 shares; 2025Q3: 1,000 shares; 2025Q4: 1,186 shares 1,186 $1.04M 0.12% +186 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 19,012 shares; 2025Q1: 6,988 shares; 2025Q2: 9,383 shares; 2025Q3: 8,229 shares; 2025Q4: 11,838 shares 11,838 $1.03M 0.12% +3,609 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares; 2025Q4: 10,581 shares 10,581 $1.02M 0.12% +6,911 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,606 shares; 2025Q1: 2,646 shares; 2025Q2: 2,686 shares; 2025Q3: 2,772 shares; 2025Q4: 3,155 shares 3,155 $965K 0.11% +383 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,136 shares; 2024Q4: 7,137 shares; 2025Q1: 6,337 shares; 2025Q2: 6,071 shares; 2025Q3: 6,062 shares; 2025Q4: 6,051 shares 6,051 $910K 0.1% -11 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 8,870 shares; 2025Q1: 8,113 shares; 2025Q2: 8,113 shares; 2025Q3: 8,767 shares; 2025Q4: 9,099 shares 9,099 $909K 0.1% +332 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6,083 shares; 2025Q1: 6,053 shares; 2025Q2: 6,143 shares; 2025Q3: 6,202 shares; 2025Q4: 6,200 shares 6,200 $893K 0.1% -2 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,890 shares; 2025Q1: 17,553 shares; 2025Q2: 18,218 shares; 2025Q3: 21,401 shares; 2025Q4: 18,536 shares 18,536 $872K 0.1% -2,865 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,899 shares; 2024Q4: 17,899 shares; 2025Q1: 11,182 shares; 2025Q2: 11,182 shares; 2025Q3: 11,178 shares; 2025Q4: 11,178 shares 11,178 $868K 0.1% 0 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,006 shares; 2025Q3: 16,391 shares; 2025Q4: 17,594 shares 17,594 $868K 0.1% +1,203 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,543 shares; 2025Q1: 6,307 shares; 2025Q2: 6,452 shares; 2025Q3: 6,806 shares; 2025Q4: 6,960 shares 6,960 $838K 0.1% +154 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,580 shares; 2024Q4: 17,580 shares; 2025Q1: 17,580 shares; 2025Q2: 17,580 shares; 2025Q3: 17,580 shares; 2025Q4: 14,040 shares 14,040 $836K 0.1% -3,540 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,589 shares; 2025Q1: not reported; 2025Q2: 9,593 shares; 2025Q3: 7,253 shares; 2025Q4: 5,609 shares 5,609 $807K 0.09% -1,644 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,351 shares; 2024Q4: 20,961 shares; 2025Q1: 20,181 shares; 2025Q2: 18,041 shares; 2025Q3: 18,084 shares; 2025Q4: 6,407 shares 6,407 $806K 0.09% -11,677 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,114 shares; 2025Q1: 2,063 shares; 2025Q2: 2,248 shares; 2025Q3: 2,273 shares; 2025Q4: 3,125 shares 3,125 $803K 0.09% +852 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,164 shares; 2025Q1: 2,144 shares; 2025Q2: 2,433 shares; 2025Q3: 2,654 shares; 2025Q4: 3,735 shares 3,735 $800K 0.09% +1,081 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 4,918 shares; 2025Q1: 5,383 shares; 2025Q2: 4,983 shares; 2025Q3: 5,352 shares; 2025Q4: 5,227 shares 5,227 $794K 0.09% -125 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 11,226 shares; 2025Q1: 11,382 shares; 2025Q2: 11,959 shares; 2025Q3: 12,491 shares; 2025Q4: 13,851 shares 13,851 $762K 0.09% +1,360 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,224 shares; 2025Q3: 13,224 shares; 2025Q4: 13,195 shares 13,195 $759K 0.09% -29 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 2,745 shares; 2025Q3: 2,475 shares; 2025Q4: 2,469 shares 2,469 $756K 0.09% -6 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,462 shares; 2024Q4: 54,642 shares; 2025Q1: 32,759 shares; 2025Q2: 30,156 shares; 2025Q3: 30,156 shares; 2025Q4: 29,026 shares 29,026 $751K 0.09% -1,130 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 3,682 shares; 2025Q3: 4,273 shares; 2025Q4: 4,253 shares 4,253 $741K 0.09% -20 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,297 shares; 2025Q4: 1,314 shares 1,314 $738K 0.09% +17 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,200 shares 1,200 $726K 0.08% -3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 3,924 shares; 2025Q1: 4,039 shares; 2025Q2: 4,025 shares; 2025Q3: 4,198 shares; 2025Q4: 4,225 shares 4,225 $723K 0.08% +27 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,852 shares; 2025Q3: 7,607 shares; 2025Q4: 7,780 shares 7,780 $715K 0.08% +173 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $712K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,647 shares; 2025Q1: 2,686 shares; 2025Q2: 2,646 shares; 2025Q3: 2,691 shares; 2025Q4: 3,021 shares 3,021 $699K 0.08% +330 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,181 shares; 2025Q1: 1,076 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 4,540 shares 4,540 $695K 0.08% +3,669 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,000 shares 47,000 $694K 0.08% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,000 shares 42,000 $688K 0.08% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,300 shares; 2024Q4: 62,300 shares; 2025Q1: 62,300 shares; 2025Q2: 51,259 shares; 2025Q3: 39,650 shares; 2025Q4: 35,275 shares 35,275 $683K 0.08% -4,375 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,283 shares; 2024Q4: 21,671 shares; 2025Q1: 12,223 shares; 2025Q2: 11,901 shares; 2025Q3: 12,511 shares; 2025Q4: 12,601 shares 12,601 $680K 0.08% +90 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 6,185 shares; 2025Q1: 7,144 shares; 2025Q2: 7,901 shares; 2025Q3: 8,054 shares; 2025Q4: 8,669 shares 8,669 $668K 0.08% +615 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 793 shares; 2025Q1: 880 shares; 2025Q2: 889 shares; 2025Q3: 964 shares; 2025Q4: 1,159 shares 1,159 $664K 0.08% +195 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,036 shares; 2025Q3: 23,570 shares; 2025Q4: 24,654 shares 24,654 $653K 0.08% +1,084 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,589 shares; 2025Q3: 16,227 shares; 2025Q4: 26,949 shares 26,949 $650K 0.08% +10,722 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,781 shares; 2025Q1: 1,909 shares; 2025Q2: 4,049 shares; 2025Q3: 3,000 shares; 2025Q4: 3,751 shares 3,751 $649K 0.07% +751 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,364 shares; 2025Q2: 1,363 shares; 2025Q3: 1,367 shares; 2025Q4: 2,506 shares 2,506 $647K 0.07% +1,139 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,394 shares; 2025Q1: 2,549 shares; 2025Q2: 4,183 shares; 2025Q3: 3,936 shares; 2025Q4: 4,751 shares 4,751 $640K 0.07% +815 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 8,000 shares 8,000 $634K 0.07% +5,000 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,761 shares; 2025Q3: 12,089 shares; 2025Q4: 12,692 shares 12,692 $628K 0.07% +603 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 773 shares; 2025Q4: 773 shares 773 $626K 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,681 shares; 2025Q1: 1,737 shares; 2025Q2: 1,736 shares; 2025Q3: 1,829 shares; 2025Q4: 1,886 shares 1,886 $617K 0.07% +57 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 16,327 shares; 2025Q1: 23,685 shares; 2025Q2: 9,289 shares; 2025Q3: 10,523 shares; 2025Q4: 11,698 shares 11,698 $617K 0.07% +1,175 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,133 shares; 2025Q1: 1,115 shares; 2025Q2: 1,304 shares; 2025Q3: 1,356 shares; 2025Q4: 1,616 shares 1,616 $598K 0.07% +260 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,858 shares; 2024Q4: 36,094 shares; 2025Q1: 18,114 shares; 2025Q2: 13,067 shares; 2025Q3: 12,269 shares; 2025Q4: 11,330 shares 11,330 $596K 0.07% -939 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,219 shares; 2025Q3: 19,342 shares; 2025Q4: 32,323 shares 32,323 $590K 0.07% +12,981 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,848 shares; 2025Q1: 1,528 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,746 shares 1,746 $586K 0.07% +49 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 1,934 shares; 2025Q3: 2,070 shares; 2025Q4: 2,133 shares 2,133 $582K 0.07% +63 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,335 shares 2,335 $579K 0.07% -11 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 5,792 shares; 2025Q1: 4,620 shares; 2025Q2: 4,602 shares; 2025Q3: 4,796 shares; 2025Q4: 4,856 shares 4,856 $571K 0.07% +60 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,208 shares; 2025Q1: 1,297 shares; 2025Q2: 1,195 shares; 2025Q3: 1,181 shares; 2025Q4: 1,174 shares 1,174 $568K 0.07% -7 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,884 shares; 2025Q4: 6,019 shares 6,019 $562K 0.06% +2,135 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,835 shares; 2025Q4: 4,603 shares 4,603 $560K 0.06% +1,768 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares 28,000 $560K 0.06% 0 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,829 shares; 2025Q3: 1,543 shares; 2025Q4: 2,521 shares 2,521 $560K 0.06% +978 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,385 shares; 2025Q1: 7,656 shares; 2025Q2: 7,453 shares; 2025Q3: 7,486 shares; 2025Q4: 7,602 shares 7,602 $559K 0.06% +116 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,300 shares; 2025Q2: 20,427 shares; 2025Q3: 17,782 shares; 2025Q4: 23,027 shares 23,027 $537K 0.06% +5,245 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares 1,871 $534K 0.06% new Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,984 shares; 2025Q3: 10,463 shares; 2025Q4: 10,471 shares 10,471 $533K 0.06% +8 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 7,638 shares; 2025Q1: 6,246 shares; 2025Q2: 6,575 shares; 2025Q3: 6,246 shares; 2025Q4: 12,492 shares 12,492 $533K 0.06% +6,246 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,729 shares; 2024Q4: 14,729 shares; 2025Q1: 14,729 shares; 2025Q2: 14,621 shares; 2025Q3: 14,623 shares; 2025Q4: 14,604 shares 14,604 $533K 0.06% -19 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,600 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $528K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 5,089 shares; 2025Q1: 5,391 shares; 2025Q2: 5,858 shares; 2025Q3: 5,988 shares; 2025Q4: 6,002 shares 6,002 $523K 0.06% +14 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 875 shares; 2025Q1: 882 shares; 2025Q2: 823 shares; 2025Q3: 810 shares; 2025Q4: 900 shares 900 $522K 0.06% +90 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,496 shares; 2025Q4: 2,913 shares 2,913 $518K 0.06% +417 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: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 593 shares; 2025Q4: 552 shares 552 $515K 0.06% -41 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,818 shares; 2025Q1: 6,385 shares; 2025Q2: 6,452 shares; 2025Q3: 6,667 shares; 2025Q4: 7,349 shares 7,349 $514K 0.06% +682 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 4,372 shares; 2025Q4: 4,365 shares 4,365 $509K 0.06% -7 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,847 shares; 2025Q4: 5,885 shares 5,885 $507K 0.06% +38 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 3,305 shares; 2025Q4: 2,903 shares 2,903 $505K 0.06% -402 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,167 shares; 2025Q4: 13,683 shares 13,683 $499K 0.06% +516 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,092 shares; 2025Q3: 1,181 shares; 2025Q4: 1,185 shares 1,185 $494K 0.06% +4 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares 3,797 $494K 0.06% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 760 shares; 2025Q4: 965 shares 965 $493K 0.06% +205 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,660 shares; 2025Q3: 12,451 shares; 2025Q4: 12,044 shares 12,044 $491K 0.06% -407 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,077 shares; 2025Q1: 2,043 shares; 2025Q2: 2,220 shares; 2025Q3: 2,288 shares; 2025Q4: 2,338 shares 2,338 $488K 0.06% +50 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,157 shares; 2025Q1: 1,347 shares; 2025Q2: 1,512 shares; 2025Q3: 1,576 shares; 2025Q4: 1,645 shares 1,645 $487K 0.06% +69 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,008 shares; 2024Q4: 10,088 shares; 2025Q1: 10,145 shares; 2025Q2: 10,272 shares; 2025Q3: 10,370 shares; 2025Q4: 10,533 shares 10,533 $480K 0.06% +163 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,570 shares 1,570 $478K 0.06% +300 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 9,743 shares; 2025Q1: 9,470 shares; 2025Q2: 6,535 shares; 2025Q3: 5,518 shares; 2025Q4: 5,648 shares 5,648 $476K 0.05% +130 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 4,420 shares; 2025Q3: 3,611 shares; 2025Q4: 5,345 shares 5,345 $471K 0.05% +1,734 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 5,302 shares; 2025Q1: 3,638 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,782 shares 2,782 $470K 0.05% -58 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,899 shares; 2025Q3: 7,366 shares; 2025Q4: 8,924 shares 8,924 $446K 0.05% +1,558 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 3,585 shares 3,585 $445K 0.05% +1,342 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,024 shares; 2024Q4: 83,518 shares; 2025Q1: 13,210 shares; 2025Q2: 14,634 shares; 2025Q3: 14,118 shares; 2025Q4: 14,848 shares 14,848 $444K 0.05% +730 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767 $437K 0.05% 0 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,539 shares; 2025Q1: 2,658 shares; 2025Q2: 5,801 shares; 2025Q3: 5,716 shares; 2025Q4: 6,057 shares 6,057 $437K 0.05% +341 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 3,111 shares; 2025Q4: 5,331 shares 5,331 $436K 0.05% +2,220 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,995 shares 4,995 $435K 0.05% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares; 2025Q3: 3,023 shares; 2025Q4: 4,746 shares 4,746 $435K 0.05% +1,723 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 4,960 shares; 2025Q1: 5,350 shares; 2025Q2: 5,203 shares; 2025Q3: 5,349 shares; 2025Q4: 6,740 shares 6,740 $432K 0.05% +1,391 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 2,964 shares; 2025Q1: 2,694 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,379 shares 2,379 $431K 0.05% -290 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,620 shares; 2025Q4: 8,376 shares 8,376 $426K 0.05% +2,756 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,568 shares; 2025Q4: 13,007 shares 13,007 $426K 0.05% -561 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,341 shares; 2025Q3: 8,387 shares; 2025Q4: 7,632 shares 7,632 $422K 0.05% -755 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,366 shares; 2024Q4: 33,366 shares; 2025Q1: 33,333 shares; 2025Q2: 33,333 shares; 2025Q3: 33,333 shares; 2025Q4: 33,333 shares 33,333 $420K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,593 shares; 2025Q2: 1,758 shares; 2025Q3: 1,940 shares; 2025Q4: 1,619 shares 1,619 $419K 0.05% -321 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 1,186 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares 1,386 $419K 0.05% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,101 shares; 2025Q1: 11,987 shares; 2025Q2: 12,141 shares; 2025Q3: 11,842 shares; 2025Q4: 2,146 shares 2,146 $419K 0.05% -9,696 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,057 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 7,057 shares; 2025Q4: 7,057 shares 7,057 $417K 0.05% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 909 shares; 2025Q4: 1,399 shares 1,399 $411K 0.05% +490 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,177 shares; 2025Q3: 21,669 shares; 2025Q4: 18,305 shares 18,305 $410K 0.05% -3,364 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 3,809 shares; 2025Q4: 3,808 shares 3,808 $406K 0.05% -1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares 7,116 $404K 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,488 shares; 2025Q1: 2,828 shares; 2025Q2: 2,942 shares; 2025Q3: 3,138 shares; 2025Q4: 3,292 shares 3,292 $404K 0.05% +154 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,764 shares; 2025Q3: 4,218 shares; 2025Q4: 4,493 shares 4,493 $400K 0.05% +275 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,464 shares; 2025Q1: 3,986 shares; 2025Q2: 3,868 shares; 2025Q3: 3,843 shares; 2025Q4: 4,023 shares 4,023 $389K 0.04% +180 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,689 shares; 2025Q3: 3,115 shares; 2025Q4: 3,598 shares 3,598 $386K 0.04% +483 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,740 shares; 2024Q4: 5,640 shares; 2025Q1: 5,640 shares; 2025Q2: 5,440 shares; 2025Q3: 4,840 shares; 2025Q4: 4,840 shares 4,840 $386K 0.04% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,900 shares; 2025Q1: 19,688 shares; 2025Q2: 19,688 shares; 2025Q3: 19,788 shares; 2025Q4: 19,788 shares 19,788 $382K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,825 shares; 2025Q1: 6,825 shares; 2025Q2: 5,805 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares 5,780 $381K 0.04% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 3,631 shares 3,631 $381K 0.04% -73 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,179 shares; 2025Q4: 1,555 shares 1,555 $377K 0.04% +376 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,308 shares; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 6,930 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares 6,150 $369K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: 1,755 shares; 2025Q2: 1,813 shares; 2025Q3: 1,971 shares; 2025Q4: 2,073 shares 2,073 $368K 0.04% +102 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,205 shares; 2025Q3: 1,204 shares; 2025Q4: 1,989 shares 1,989 $366K 0.04% +785 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,268 shares; 2025Q2: 12,362 shares; 2025Q3: 11,725 shares; 2025Q4: 8,845 shares 8,845 $366K 0.04% -2,880 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: not reported; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares 4,760 $363K 0.04% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,455 shares; 2025Q4: 14,656 shares 14,656 $363K 0.04% +201 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,460 shares; 2025Q3: 2,760 shares; 2025Q4: 2,678 shares 2,678 $356K 0.04% -82 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,752 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,706 shares 1,706 $354K 0.04% -19 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,931 shares; 2025Q1: 1,629 shares; 2025Q2: 1,697 shares; 2025Q3: 1,744 shares; 2025Q4: 1,808 shares 1,808 $353K 0.04% +64 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 2,949 shares 2,949 $352K 0.04% +1,055 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares 730 $352K 0.04% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,755 shares; 2025Q1: 10,755 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 15,200 shares 15,200 $348K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 331 shares; 2025Q3: 320 shares; 2025Q4: 322 shares 322 $345K 0.04% +2 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: restricted; 2024Q3: 46,000 shares; 2024Q4: 36,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 31,000 shares; 2025Q4: 34,045 shares 34,045 $345K 0.04% +3,045 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,167 shares; 2025Q1: 5,532 shares; 2025Q2: 12,150 shares; 2025Q3: 13,595 shares; 2025Q4: 7,824 shares 7,824 $332K 0.04% -5,771 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: restricted; 2024Q3: not reported; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,421 shares 7,421 $330K 0.04% -1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 10,019 shares; 2025Q1: 10,019 shares; 2025Q2: 10,019 shares; 2025Q3: 10,016 shares; 2025Q4: 11,416 shares 11,416 $327K 0.04% +1,400 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,522 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $326K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares 2,270 $326K 0.04% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,118 shares; 2025Q2: 26,400 shares; 2025Q3: 17,231 shares; 2025Q4: 26,521 shares 26,521 $325K 0.04% +9,290 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,840 shares; 2025Q3: 8,650 shares; 2025Q4: 5,905 shares 5,905 $319K 0.04% -2,745 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000 $316K 0.04% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 10,548 shares; 2025Q1: 12,974 shares; 2025Q2: 12,128 shares; 2025Q3: 13,660 shares; 2025Q4: 13,439 shares 13,439 $314K 0.04% -221 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares 4,350 $312K 0.04% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 464 shares; 2025Q2: 1,003 shares; 2025Q3: 1,228 shares; 2025Q4: 789 shares 789 $309K 0.04% -439 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,624 shares 2,624 $306K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,589 shares; 2025Q1: 11,433 shares; 2025Q2: 13,058 shares; 2025Q3: 13,813 shares; 2025Q4: 11,980 shares 11,980 $298K 0.03% -1,833 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,470 shares; 2025Q1: 2,308 shares; 2025Q2: 2,706 shares; 2025Q3: 2,808 shares; 2025Q4: 2,587 shares 2,587 $296K 0.03% -221 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares 2,203 $294K 0.03% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,624 shares; 2025Q1: not reported; 2025Q2: 7,255 shares; 2025Q3: 14,544 shares; 2025Q4: 9,194 shares 9,194 $294K 0.03% -5,350 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,378 shares 12,378 $293K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,574 shares; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 2,025 shares 2,025 $293K 0.03% +530 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,907 shares 1,907 $293K 0.03% new Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,713 shares; 2025Q3: 12,621 shares; 2025Q4: 12,682 shares 12,682 $293K 0.03% +61 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: not reported; 2025Q2: 1,081 shares; 2025Q3: 499 shares; 2025Q4: 476 shares 476 $291K 0.03% -23 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,168 shares; 2025Q1: 6,168 shares; 2025Q2: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares 6,168 $289K 0.03% 0 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,776 shares; 2025Q4: 6,232 shares 6,232 $289K 0.03% +456 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares 1,545 $286K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,445 shares 2,445 $285K 0.03% +184 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,042 shares; 2025Q4: 10,605 shares 10,605 $282K 0.03% -6,437 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,282 shares; 2025Q1: 1,323 shares; 2025Q2: 1,430 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares 1,340 $282K 0.03% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $281K 0.03% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 1,840 shares 1,840 $281K 0.03% -306 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,670 shares 3,670 $280K 0.03% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,173 shares; 2025Q3: 3,631 shares; 2025Q4: 3,679 shares 3,679 $280K 0.03% +48 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,677 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 6,093 shares 6,093 $280K 0.03% +2,031 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 698 shares 698 $275K 0.03% -219 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,088 shares 3,088 $273K 0.03% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,406 shares; 2025Q3: 4,418 shares; 2025Q4: 5,073 shares 5,073 $273K 0.03% +655 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,100 shares 21,100 $272K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,672 shares 1,672 $272K 0.03% +211 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,881 shares; 2025Q4: 2,628 shares 2,628 $272K 0.03% -1,253 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 2,520 shares; 2025Q1: 2,192 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares 2,192 $272K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,097 shares; 2025Q1: 3,430 shares; 2025Q2: 3,806 shares; 2025Q3: not reported; 2025Q4: 1,783 shares 1,783 $272K 0.03% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares 695 $270K 0.03% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 22,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 22,800 shares 22,800 $262K 0.03% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 994 shares; 2025Q4: 1,025 shares 1,025 $259K 0.03% +31 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares 2,565 $253K 0.03% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,247 shares; 2025Q1: 4,642 shares; 2025Q2: 4,311 shares; 2025Q3: 3,968 shares; 2025Q4: 3,878 shares 3,878 $252K 0.03% -90 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: 6,073 shares; 2025Q2: 5,008 shares; 2025Q3: 4,613 shares; 2025Q4: 4,613 shares 4,613 $252K 0.03% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,579 shares; 2025Q1: not reported; 2025Q2: 10,467 shares; 2025Q3: 12,197 shares; 2025Q4: 7,750 shares 7,750 $252K 0.03% -4,447 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,700 shares 13,700 $250K 0.03% new Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,179 shares 3,179 $247K 0.03% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 6,807 shares; 2025Q1: 6,914 shares; 2025Q2: 5,063 shares; 2025Q3: 4,547 shares; 2025Q4: 4,025 shares 4,025 $247K 0.03% -522 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares 1,330 $246K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 791 shares 791 $244K 0.03% +52 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,121 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $243K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,863 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares 1,760 $243K 0.03% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,146 shares 2,146 $243K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 533 shares; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 642 shares; 2025Q4: 691 shares 691 $242K 0.03% +49 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 2,492 shares; 2025Q4: 2,491 shares 2,491 $239K 0.03% -1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares 1,459 $236K 0.03% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: 3,105 shares; 2025Q4: 2,296 shares 2,296 $235K 0.03% -809 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 286 shares 286 $235K 0.03% +16 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,236 shares; 2025Q1: not reported; 2025Q2: 1,417 shares; 2025Q3: 1,477 shares; 2025Q4: 1,491 shares 1,491 $232K 0.03% +14 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,823 shares 4,823 $231K 0.03% -99 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,503 shares; 2025Q2: not reported; 2025Q3: 10,750 shares; 2025Q4: 10,043 shares 10,043 $231K 0.03% -707 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,827 shares; 2025Q1: 3,095 shares; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,295 shares 2,295 $226K 0.03% +182 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,096 shares; 2025Q4: 5,116 shares 5,116 $226K 0.03% +20 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $226K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: 2,587 shares 2,587 $225K 0.03% +57 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 2,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,768 shares; 2025Q4: 5,038 shares 5,038 $225K 0.03% -6,730 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares 845 $224K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $223K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,963 shares 8,963 $223K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,163 shares; 2025Q4: 1,187 shares 1,187 $220K 0.03% +24 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares 1,285 $220K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 10,372 shares; 2025Q1: 10,161 shares; 2025Q2: 1,912 shares; 2025Q3: not reported; 2025Q4: 819 shares 819 $220K 0.03% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,930 shares; 2025Q1: 2,448 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares 1,477 $220K 0.03% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,667 shares 5,667 $219K 0.03% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,846 shares; 2025Q1: 1,742 shares; 2025Q2: 3,381 shares; 2025Q3: 2,589 shares; 2025Q4: 2,740 shares 2,740 $218K 0.03% +151 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares 690 $208K 0.02% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,536 shares 4,536 $206K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,491 shares 5,491 $203K 0.02% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,552 shares; 2025Q3: 2,554 shares; 2025Q4: 2,556 shares 2,556 $202K 0.02% +2 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,350 shares 4,350 $201K 0.02% new Timeline JAMF JAMF HOLDING CORP More: the full row for JAMF HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,115 shares; 2025Q2: 16,613 shares; 2025Q3: 35,660 shares; 2025Q4: 15,292 shares 15,292 $199K 0.02% -20,368 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,082 shares; 2025Q1: 10,477 shares; 2025Q2: 11,382 shares; 2025Q3: 26,083 shares; 2025Q4: 12,035 shares 12,035 $166K 0.02% -14,048 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 10,000 shares 10,000 $129K 0.01% -21,000 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $101K 0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $80.7K 0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,250 shares; 2024Q4: 222,250 shares; 2025Q1: 222,250 shares; 2025Q2: 222,250 shares; 2025Q3: 55,000 shares; 2025Q4: 30,000 shares 30,000 $70.5K 0.01% -25,000 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $43.6K 0.01% new Timeline