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: 340,227 shares; 2024Q4: 360,055 shares; 2025Q1: 400,517 shares; 2025Q2: 406,720 shares; 2025Q3: 450,932 shares; 2025Q4: 469,568 shares 469,568 $294M 17.75% +18,636 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,817 shares; 2024Q4: 661,955 shares; 2025Q1: 737,050 shares; 2025Q2: 902,998 shares; 2025Q3: 963,241 shares; 2025Q4: 1,012,021 shares 1,012,021 $63.2M 3.81% +48,780 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: 68,070 shares; 2024Q4: 67,405 shares; 2025Q1: 67,237 shares; 2025Q2: 66,346 shares; 2025Q3: 66,349 shares; 2025Q4: 656,265 shares 656,265 $61.5M 3.71% +589,916 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: 120,954 shares; 2024Q4: 141,135 shares; 2025Q1: 129,671 shares; 2025Q2: 107,912 shares; 2025Q3: 91,744 shares; 2025Q4: 85,525 shares 85,525 $58.3M 3.52% -6,219 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: 376,963 shares; 2024Q4: 396,440 shares; 2025Q1: 414,877 shares; 2025Q2: 420,922 shares; 2025Q3: 460,998 shares; 2025Q4: 492,711 shares 492,711 $49.2M 2.97% +31,713 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: 123,132 shares; 2024Q4: 122,573 shares; 2025Q1: 124,725 shares; 2025Q2: 124,251 shares; 2025Q3: 124,893 shares; 2025Q4: 123,791 shares 123,791 $46.2M 2.79% -1,102 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: 106,168 shares; 2024Q4: 110,246 shares; 2025Q1: 119,578 shares; 2025Q2: 130,094 shares; 2025Q3: 132,034 shares; 2025Q4: 142,218 shares 142,218 $38.7M 2.33% +10,184 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: 362,369 shares; 2024Q4: 418,623 shares; 2025Q1: 384,814 shares; 2025Q2: 397,894 shares; 2025Q3: 395,348 shares; 2025Q4: 387,824 shares 387,824 $37.2M 2.24% -7,524 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: 84,497 shares; 2024Q4: 95,703 shares; 2025Q1: 94,132 shares; 2025Q2: 84,888 shares; 2025Q3: 90,682 shares; 2025Q4: 92,925 shares 92,925 $36.8M 2.22% +2,243 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: 103,683 shares; 2024Q4: 104,190 shares; 2025Q1: 120,596 shares; 2025Q2: 158,019 shares; 2025Q3: 185,051 shares; 2025Q4: 187,112 shares 187,112 $34.9M 2.1% +2,061 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: 47,518 shares; 2024Q4: 49,531 shares; 2025Q1: 51,686 shares; 2025Q2: 57,576 shares; 2025Q3: 57,722 shares; 2025Q4: 57,400 shares 57,400 $27.8M 1.67% -322 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: 89,160 shares; 2024Q4: 101,575 shares; 2025Q1: 109,402 shares; 2025Q2: 114,944 shares; 2025Q3: 116,027 shares; 2025Q4: 113,675 shares 113,675 $26.2M 1.58% -2,352 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: 50,470 shares; 2024Q4: 50,760 shares; 2025Q1: 55,915 shares; 2025Q2: 54,174 shares; 2025Q3: 54,791 shares; 2025Q4: 55,683 shares 55,683 $25M 1.51% +892 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: 87,346 shares; 2024Q4: 91,183 shares; 2025Q1: 119,496 shares; 2025Q2: 200,764 shares; 2025Q3: 203,092 shares; 2025Q4: 257,369 shares 257,369 $24.7M 1.49% +54,277 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,467 shares; 2024Q4: 307,633 shares; 2025Q1: 308,283 shares; 2025Q2: 307,809 shares; 2025Q3: 308,289 shares; 2025Q4: 308,292 shares 308,292 $24.7M 1.49% +3 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: 64,211 shares; 2024Q4: 67,443 shares; 2025Q1: 70,676 shares; 2025Q2: 75,494 shares; 2025Q3: 71,300 shares; 2025Q4: 66,155 shares 66,155 $20.7M 1.25% -5,145 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: 42,425 shares; 2024Q4: 41,836 shares; 2025Q1: 40,886 shares; 2025Q2: 40,829 shares; 2025Q3: 41,762 shares; 2025Q4: 42,064 shares 42,064 $19.9M 1.2% +302 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: 80,026 shares; 2024Q4: 81,226 shares; 2025Q1: 83,898 shares; 2025Q2: 84,393 shares; 2025Q3: 83,351 shares; 2025Q4: 90,660 shares 90,660 $19.1M 1.15% +7,309 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 3,187 shares; 2025Q1: 3,219 shares; 2025Q2: 3,208 shares; 2025Q3: 3,231 shares; 2025Q4: 3,223 shares 3,223 $17.3M 1.04% -8 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,230 shares; 2024Q4: 72,108 shares; 2025Q1: 74,021 shares; 2025Q2: 73,719 shares; 2025Q3: 75,938 shares; 2025Q4: 79,547 shares 79,547 $16.6M 1% +3,609 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: 27,285 shares; 2024Q4: 27,097 shares; 2025Q1: 27,189 shares; 2025Q2: 29,437 shares; 2025Q3: 29,124 shares; 2025Q4: 29,366 shares 29,366 $16.6M 1% +242 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: 125,607 shares; 2024Q4: 142,164 shares; 2025Q1: 142,177 shares; 2025Q2: 142,200 shares; 2025Q3: 142,277 shares; 2025Q4: 142,377 shares 142,377 $14.5M 0.87% +100 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,803 shares; 2024Q4: 52,763 shares; 2025Q1: 48,592 shares; 2025Q2: 49,095 shares; 2025Q3: 48,967 shares; 2025Q4: 49,829 shares 49,829 $12.5M 0.75% +862 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: 229,562 shares; 2024Q4: 204,410 shares; 2025Q1: 183,200 shares; 2025Q2: 189,321 shares; 2025Q3: 193,692 shares; 2025Q4: 202,152 shares 202,152 $11.1M 0.67% +8,460 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,588 shares; 2024Q4: 29,597 shares; 2025Q1: 30,794 shares; 2025Q2: 40,280 shares; 2025Q3: 40,189 shares; 2025Q4: 74,925 shares 74,925 $10.8M 0.65% +34,736 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: 29,105 shares; 2024Q4: 29,001 shares; 2025Q1: 31,658 shares; 2025Q2: 32,451 shares; 2025Q3: 33,012 shares; 2025Q4: 33,800 shares 33,800 $10.6M 0.64% +788 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,232 shares; 2024Q4: 165,892 shares; 2025Q1: 168,272 shares; 2025Q2: 152,176 shares; 2025Q3: 163,201 shares; 2025Q4: 160,675 shares 160,675 $10.4M 0.62% -2,526 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: 85,532 shares; 2024Q4: 78,430 shares; 2025Q1: 77,624 shares; 2025Q2: 76,632 shares; 2025Q3: 78,514 shares; 2025Q4: 84,560 shares 84,560 $10.1M 0.61% +6,046 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: 94,887 shares; 2024Q4: 95,699 shares; 2025Q1: 101,852 shares; 2025Q2: 105,700 shares; 2025Q3: 106,934 shares; 2025Q4: 115,731 shares 115,731 $10.1M 0.61% +8,797 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $9.81M 0.59% 0 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: 14,887 shares; 2024Q4: 17,695 shares; 2025Q1: 22,791 shares; 2025Q2: 26,694 shares; 2025Q3: 27,435 shares; 2025Q4: 28,111 shares 28,111 $9.73M 0.59% +676 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: 12,380 shares; 2024Q4: 11,821 shares; 2025Q1: 13,729 shares; 2025Q2: 15,436 shares; 2025Q3: 15,162 shares; 2025Q4: 14,630 shares 14,630 $9.66M 0.58% -532 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: 25,069 shares; 2024Q4: 24,497 shares; 2025Q1: 24,174 shares; 2025Q2: 27,394 shares; 2025Q3: 27,507 shares; 2025Q4: 26,465 shares 26,465 $9.28M 0.56% -1,042 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: 10,012 shares; 2024Q4: 13,154 shares; 2025Q1: 12,263 shares; 2025Q2: 10,897 shares; 2025Q3: 15,554 shares; 2025Q4: 14,467 shares 14,467 $8.89M 0.54% -1,087 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: 74,398 shares; 2024Q4: 70,607 shares; 2025Q1: 75,539 shares; 2025Q2: 78,172 shares; 2025Q3: 69,010 shares; 2025Q4: 73,254 shares 73,254 $8.8M 0.53% +4,244 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: 90,027 shares; 2024Q4: 125,046 shares; 2025Q1: 202,439 shares; 2025Q2: 202,150 shares; 2025Q3: 160,962 shares; 2025Q4: 148,851 shares 148,851 $8.15M 0.49% -12,111 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: 79,463 shares; 2024Q4: 76,818 shares; 2025Q1: 70,348 shares; 2025Q2: 73,030 shares; 2025Q3: 74,071 shares; 2025Q4: 72,662 shares 72,662 $8.1M 0.49% -1,409 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: 7,515 shares; 2024Q4: 8,009 shares; 2025Q1: 7,939 shares; 2025Q2: 22,293 shares; 2025Q3: 21,978 shares; 2025Q4: 22,398 shares 22,398 $7.71M 0.46% +420 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,512 shares; 2024Q4: 36,512 shares; 2025Q1: 95,562 shares; 2025Q2: 95,562 shares; 2025Q3: 113,270 shares; 2025Q4: 113,270 shares 113,270 $7.47M 0.45% 0 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: 10,054 shares; 2024Q4: 10,659 shares; 2025Q1: 11,992 shares; 2025Q2: 13,777 shares; 2025Q3: 13,179 shares; 2025Q4: 13,388 shares 13,388 $6.73M 0.41% +209 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: 33,403 shares; 2024Q4: 31,156 shares; 2025Q1: 34,634 shares; 2025Q2: 35,019 shares; 2025Q3: 34,843 shares; 2025Q4: 32,376 shares 32,376 $6.7M 0.4% -2,467 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 6,886 shares; 2025Q1: 6,787 shares; 2025Q2: 6,845 shares; 2025Q3: 7,796 shares; 2025Q4: 9,545 shares 9,545 $6.54M 0.39% +1,749 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 15,722 shares; 2025Q1: 17,841 shares; 2025Q2: 19,478 shares; 2025Q3: 19,853 shares; 2025Q4: 19,837 shares 19,837 $6.39M 0.39% -16 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,633 shares; 2024Q4: 84,749 shares; 2025Q1: 65,900 shares; 2025Q2: 63,280 shares; 2025Q3: 61,086 shares; 2025Q4: 80,176 shares 80,176 $5.94M 0.36% +19,090 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,221 shares; 2024Q4: 180,684 shares; 2025Q1: 203,096 shares; 2025Q2: 202,658 shares; 2025Q3: 219,601 shares; 2025Q4: 234,626 shares 234,626 $5.91M 0.36% +15,025 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: 18,973 shares; 2024Q4: 19,031 shares; 2025Q1: 18,867 shares; 2025Q2: 21,247 shares; 2025Q3: 22,828 shares; 2025Q4: 21,533 shares 21,533 $5.78M 0.35% -1,295 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: 8,253 shares; 2024Q4: 8,525 shares; 2025Q1: 8,489 shares; 2025Q2: 10,134 shares; 2025Q3: 10,298 shares; 2025Q4: 9,694 shares 9,694 $5.62M 0.34% -604 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,408 shares; 2024Q4: 43,408 shares; 2025Q1: 74,140 shares; 2025Q2: 74,140 shares; 2025Q3: 63,560 shares; 2025Q4: 60,103 shares 60,103 $5.59M 0.34% -3,457 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: 12,661 shares; 2024Q4: 12,635 shares; 2025Q1: 12,615 shares; 2025Q2: 16,298 shares; 2025Q3: 16,185 shares; 2025Q4: 15,634 shares 15,634 $5.49M 0.33% -551 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: 41,255 shares; 2024Q4: 41,027 shares; 2025Q1: 52,330 shares; 2025Q2: 59,171 shares; 2025Q3: 60,823 shares; 2025Q4: 51,571 shares 51,571 $5.43M 0.33% -9,252 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: 60,733 shares; 2024Q4: 62,055 shares; 2025Q1: 67,348 shares; 2025Q2: 53,562 shares; 2025Q3: 49,061 shares; 2025Q4: 39,852 shares 39,852 $5.39M 0.32% -9,209 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: 27,769 shares; 2024Q4: 29,858 shares; 2025Q1: 30,087 shares; 2025Q2: 31,675 shares; 2025Q3: 31,530 shares; 2025Q4: 30,527 shares 30,527 $5.22M 0.31% -1,003 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,220 shares; 2024Q4: 28,789 shares; 2025Q1: 26,966 shares; 2025Q2: 26,005 shares; 2025Q3: 34,729 shares; 2025Q4: 35,047 shares 35,047 $4.96M 0.3% +318 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: 12,912 shares; 2024Q4: 13,469 shares; 2025Q1: 13,063 shares; 2025Q2: 12,827 shares; 2025Q3: 12,845 shares; 2025Q4: 14,249 shares 14,249 $4.78M 0.29% +1,404 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,736 shares; 2024Q4: 33,761 shares; 2025Q1: 33,586 shares; 2025Q2: 34,009 shares; 2025Q3: 33,919 shares; 2025Q4: 31,939 shares 31,939 $4.76M 0.29% -1,980 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: 13,638 shares; 2024Q4: 14,225 shares; 2025Q1: 15,278 shares; 2025Q2: 15,845 shares; 2025Q3: 15,610 shares; 2025Q4: 15,896 shares 15,896 $4.71M 0.28% +286 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,371 shares; 2024Q4: 300,372 shares; 2025Q1: 300,372 shares; 2025Q2: 300,371 shares; 2025Q3: 300,376 shares; 2025Q4: 300,372 shares 300,372 $4.64M 0.28% -4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,504 shares; 2024Q4: 18,898 shares; 2025Q1: 20,569 shares; 2025Q2: 22,122 shares; 2025Q3: 21,714 shares; 2025Q4: 19,963 shares 19,963 $4.57M 0.28% -1,751 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: 2,897 shares; 2024Q4: 3,001 shares; 2025Q1: 3,533 shares; 2025Q2: 3,588 shares; 2025Q3: 3,609 shares; 2025Q4: 4,085 shares 4,085 $4.39M 0.26% +476 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: 18,031 shares; 2024Q4: 18,015 shares; 2025Q1: 17,904 shares; 2025Q2: 17,930 shares; 2025Q3: 17,902 shares; 2025Q4: 16,986 shares 16,986 $4.18M 0.25% -916 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: 27,098 shares; 2024Q4: 27,146 shares; 2025Q1: 27,148 shares; 2025Q2: 27,491 shares; 2025Q3: 27,399 shares; 2025Q4: 25,414 shares 25,414 $4.12M 0.25% -1,985 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,837 shares; 2025Q1: 14,097 shares; 2025Q2: 14,169 shares; 2025Q3: 14,557 shares; 2025Q4: 14,694 shares 14,694 $4.1M 0.25% +137 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: 5,034 shares; 2024Q4: 7,681 shares; 2025Q1: 8,240 shares; 2025Q2: 8,232 shares; 2025Q3: 8,372 shares; 2025Q4: 8,390 shares 8,390 $4.09M 0.25% +18 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,526 shares; 2024Q4: 12,509 shares; 2025Q1: 12,489 shares; 2025Q2: 12,535 shares; 2025Q3: 12,461 shares; 2025Q4: 11,927 shares 11,927 $3.86M 0.23% -534 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,909 shares; 2025Q3: 1,905 shares; 2025Q4: 1,901 shares 1,901 $3.83M 0.23% -4 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,314 shares; 2024Q4: 9,138 shares; 2025Q1: 10,578 shares; 2025Q2: 10,750 shares; 2025Q3: 10,585 shares; 2025Q4: 8,926 shares 8,926 $3.81M 0.23% -1,659 Timeline ESGD 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: 37,267 shares; 2024Q4: 37,749 shares; 2025Q1: 37,749 shares; 2025Q2: 38,439 shares; 2025Q3: 38,439 shares; 2025Q4: 39,154 shares 39,154 $3.72M 0.22% +715 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 4,276 shares; 2025Q1: 5,429 shares; 2025Q2: 6,174 shares; 2025Q3: 5,991 shares; 2025Q4: 38,400 shares 38,400 $3.66M 0.22% +32,409 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,668 shares; 2024Q4: 53,987 shares; 2025Q1: 53,751 shares; 2025Q2: 97,116 shares; 2025Q3: 97,823 shares; 2025Q4: 90,744 shares 90,744 $3.64M 0.22% -7,079 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: 25,221 shares; 2024Q4: 25,186 shares; 2025Q1: 28,465 shares; 2025Q2: 51,770 shares; 2025Q3: 49,913 shares; 2025Q4: 51,347 shares 51,347 $3.59M 0.22% +1,434 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 51,202 shares; 2025Q3: 51,428 shares; 2025Q4: 51,288 shares 51,288 $3.58M 0.22% -140 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: 17,920 shares; 2024Q4: 17,647 shares; 2025Q1: 17,148 shares; 2025Q2: 16,664 shares; 2025Q3: 16,327 shares; 2025Q4: 13,812 shares 13,812 $3.55M 0.21% -2,515 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: 102,432 shares; 2025Q2: 102,432 shares; 2025Q3: 108,985 shares; 2025Q4: 70,600 shares 70,600 $3.53M 0.21% -38,385 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,110 shares; 2025Q1: 7,122 shares; 2025Q2: 7,077 shares; 2025Q3: 7,463 shares; 2025Q4: 7,888 shares 7,888 $3.51M 0.21% +425 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 10,264 shares; 2025Q1: 10,374 shares; 2025Q2: 10,273 shares; 2025Q3: 10,202 shares; 2025Q4: 9,145 shares 9,145 $3.51M 0.21% -1,057 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,458 shares; 2024Q4: 22,169 shares; 2025Q1: 20,388 shares; 2025Q2: 18,244 shares; 2025Q3: 18,372 shares; 2025Q4: 18,844 shares 18,844 $3.5M 0.21% +472 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: 84,120 shares; 2024Q4: 79,130 shares; 2025Q1: 161,480 shares; 2025Q2: 233,576 shares; 2025Q3: 186,515 shares; 2025Q4: 146,413 shares 146,413 $3.37M 0.2% -40,102 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,487 shares; 2024Q4: 37,455 shares; 2025Q1: 37,277 shares; 2025Q2: 37,051 shares; 2025Q3: 38,195 shares; 2025Q4: 40,200 shares 40,200 $3.37M 0.2% +2,005 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: 13,185 shares; 2024Q4: 13,949 shares; 2025Q1: 15,278 shares; 2025Q2: 17,310 shares; 2025Q3: 17,560 shares; 2025Q4: 18,457 shares 18,457 $3.28M 0.2% +897 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: 13,579 shares; 2025Q1: 13,649 shares; 2025Q2: 24,193 shares; 2025Q3: 42,145 shares; 2025Q4: 42,620 shares 42,620 $3.25M 0.2% +475 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,883 shares; 2024Q4: 55,531 shares; 2025Q1: 36,129 shares; 2025Q2: 42,234 shares; 2025Q3: 38,256 shares; 2025Q4: 38,398 shares 38,398 $3.18M 0.19% +142 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: 11,744 shares; 2024Q4: 12,270 shares; 2025Q1: 12,477 shares; 2025Q2: 13,362 shares; 2025Q3: 12,976 shares; 2025Q4: 13,173 shares 13,173 $3.18M 0.19% +197 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: 19,207 shares; 2024Q4: 17,693 shares; 2025Q1: 21,487 shares; 2025Q2: 24,396 shares; 2025Q3: 26,093 shares; 2025Q4: 26,200 shares 26,200 $3.15M 0.19% +107 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,114 shares; 2024Q4: 11,138 shares; 2025Q1: 12,945 shares; 2025Q2: 11,323 shares; 2025Q3: 11,287 shares; 2025Q4: 11,256 shares 11,256 $3.12M 0.19% -31 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: 26,507 shares; 2024Q4: 28,838 shares; 2025Q1: 31,572 shares; 2025Q2: 30,862 shares; 2025Q3: 32,724 shares; 2025Q4: 35,128 shares 35,128 $3.11M 0.19% +2,404 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: 4,133 shares; 2024Q4: 4,492 shares; 2025Q1: 5,063 shares; 2025Q2: 5,597 shares; 2025Q3: 5,528 shares; 2025Q4: 5,412 shares 5,412 $3.09M 0.19% -116 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: 26,399 shares; 2024Q4: 24,232 shares; 2025Q1: 25,204 shares; 2025Q2: 25,714 shares; 2025Q3: 25,643 shares; 2025Q4: 25,485 shares 25,485 $2.9M 0.17% -158 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: 52,605 shares; 2024Q4: 63,590 shares; 2025Q1: 65,638 shares; 2025Q2: 53,824 shares; 2025Q3: 43,427 shares; 2025Q4: 43,113 shares 43,113 $2.85M 0.17% -314 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,952 shares; 2024Q4: 27,626 shares; 2025Q1: 27,543 shares; 2025Q2: 26,418 shares; 2025Q3: 25,480 shares; 2025Q4: 25,818 shares 25,818 $2.84M 0.17% +338 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: 57,447 shares; 2024Q4: 58,828 shares; 2025Q1: 48,273 shares; 2025Q2: 40,076 shares; 2025Q3: 40,640 shares; 2025Q4: 41,497 shares 41,497 $2.79M 0.17% +857 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: 9,103 shares; 2024Q4: 9,385 shares; 2025Q1: 10,083 shares; 2025Q2: 10,086 shares; 2025Q3: 13,818 shares; 2025Q4: 13,890 shares 13,890 $2.76M 0.17% +72 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: 9,642 shares; 2024Q4: 10,275 shares; 2025Q1: 11,479 shares; 2025Q2: 11,955 shares; 2025Q3: 11,868 shares; 2025Q4: 11,830 shares 11,830 $2.7M 0.16% -38 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: 30,590 shares; 2024Q4: 36,272 shares; 2025Q1: 39,751 shares; 2025Q2: 43,686 shares; 2025Q3: 44,738 shares; 2025Q4: 48,758 shares 48,758 $2.68M 0.16% +4,020 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: 8,546 shares; 2024Q4: 8,982 shares; 2025Q1: 8,040 shares; 2025Q2: 9,264 shares; 2025Q3: 9,048 shares; 2025Q4: 8,677 shares 8,677 $2.64M 0.16% -371 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: 28,040 shares; 2024Q4: 30,175 shares; 2025Q1: 32,416 shares; 2025Q2: 34,192 shares; 2025Q3: 33,892 shares; 2025Q4: 34,141 shares 34,141 $2.63M 0.16% +249 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: 2,604 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,730 shares; 2025Q4: 12,088 shares 12,088 $2.6M 0.16% +10,358 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,647 shares; 2024Q4: 13,647 shares; 2025Q1: 43,991 shares; 2025Q2: 39,990 shares; 2025Q3: 44,107 shares; 2025Q4: 44,107 shares 44,107 $2.48M 0.15% 0 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: 12,906 shares; 2024Q4: 13,228 shares; 2025Q1: 13,506 shares; 2025Q2: 12,709 shares; 2025Q3: 13,018 shares; 2025Q4: 12,875 shares 12,875 $2.46M 0.15% -143 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,861 shares; 2025Q1: 4,674 shares; 2025Q2: 20,450 shares; 2025Q3: 18,380 shares; 2025Q4: 18,735 shares 18,735 $2.45M 0.15% +355 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: 12,357 shares; 2024Q4: 9,686 shares; 2025Q1: 11,169 shares; 2025Q2: 12,093 shares; 2025Q3: 13,020 shares; 2025Q4: 12,590 shares 12,590 $2.45M 0.15% -430 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,378 shares; 2024Q4: 95,324 shares; 2025Q1: 96,360 shares; 2025Q2: 93,360 shares; 2025Q3: 94,813 shares; 2025Q4: 122,554 shares 122,554 $2.4M 0.14% +27,741 Timeline KBWB 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: not reported; 2025Q3: 25,799 shares; 2025Q4: 28,424 shares 28,424 $2.4M 0.14% +2,625 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,711 shares; 2025Q1: 2,929 shares; 2025Q2: 3,622 shares; 2025Q3: 3,591 shares; 2025Q4: 4,106 shares 4,106 $2.35M 0.14% +515 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: 2,072 shares; 2024Q4: 2,269 shares; 2025Q1: 2,614 shares; 2025Q2: 2,763 shares; 2025Q3: 2,725 shares; 2025Q4: 2,671 shares 2,671 $2.3M 0.14% -54 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,006 shares; 2024Q4: 19,615 shares; 2025Q1: 22,617 shares; 2025Q2: 28,778 shares; 2025Q3: 28,458 shares; 2025Q4: 27,474 shares 27,474 $2.24M 0.14% -984 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: 4,288 shares; 2024Q4: 4,779 shares; 2025Q1: 5,573 shares; 2025Q2: 6,779 shares; 2025Q3: 7,069 shares; 2025Q4: 7,276 shares 7,276 $2.24M 0.14% +207 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: 12,617 shares; 2024Q4: 12,969 shares; 2025Q1: 14,694 shares; 2025Q2: 17,279 shares; 2025Q3: 17,166 shares; 2025Q4: 15,284 shares 15,284 $2.19M 0.13% -1,882 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: 3,482 shares; 2024Q4: 3,782 shares; 2025Q1: 4,501 shares; 2025Q2: 6,644 shares; 2025Q3: 6,596 shares; 2025Q4: 7,002 shares 7,002 $2.14M 0.13% +406 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,504 shares; 2025Q2: 20,481 shares; 2025Q3: 29,153 shares; 2025Q4: 29,153 shares 29,153 $2.14M 0.13% 0 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: 10,552 shares; 2024Q4: 10,011 shares; 2025Q1: 10,927 shares; 2025Q2: 11,616 shares; 2025Q3: 11,582 shares; 2025Q4: 11,624 shares 11,624 $2.13M 0.13% +42 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 7,368 shares; 2025Q3: 7,350 shares; 2025Q4: 7,381 shares 7,381 $2.13M 0.13% +31 Timeline VPL 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: 27,218 shares; 2024Q4: 26,280 shares; 2025Q1: 23,590 shares; 2025Q2: 23,389 shares; 2025Q3: 23,389 shares; 2025Q4: 23,389 shares 23,389 $2.11M 0.13% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 15,752 shares; 2025Q1: 6,089 shares; 2025Q2: 9,433 shares; 2025Q3: 8,362 shares; 2025Q4: 8,465 shares 8,465 $2.08M 0.13% +103 Timeline SDVY 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: 47,497 shares; 2024Q4: 52,120 shares; 2025Q1: 53,734 shares; 2025Q2: 50,070 shares; 2025Q3: 52,888 shares; 2025Q4: 53,856 shares 53,856 $2.06M 0.12% +968 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: 6,571 shares; 2024Q4: 6,423 shares; 2025Q1: 6,379 shares; 2025Q2: 8,495 shares; 2025Q3: 8,065 shares; 2025Q4: 9,012 shares 9,012 $1.98M 0.12% +947 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: 13,849 shares; 2024Q4: 14,572 shares; 2025Q1: 15,176 shares; 2025Q2: 17,294 shares; 2025Q3: 17,286 shares; 2025Q4: 17,367 shares 17,367 $1.98M 0.12% +81 Timeline VTWO 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: 18,000 shares; 2024Q4: 17,794 shares; 2025Q1: 18,634 shares; 2025Q2: 18,573 shares; 2025Q3: 19,309 shares; 2025Q4: 19,216 shares 19,216 $1.91M 0.12% -93 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,563 shares; 2024Q4: 22,310 shares; 2025Q1: 22,437 shares; 2025Q2: 22,512 shares; 2025Q3: 22,590 shares; 2025Q4: 25,876 shares 25,876 $1.86M 0.11% +3,286 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: 23,091 shares; 2024Q4: 22,781 shares; 2025Q1: 22,663 shares; 2025Q2: 22,015 shares; 2025Q3: 20,935 shares; 2025Q4: 21,165 shares 21,165 $1.84M 0.11% +230 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: 8,313 shares; 2024Q4: 10,485 shares; 2025Q1: 14,143 shares; 2025Q2: 17,820 shares; 2025Q3: 17,623 shares; 2025Q4: 19,542 shares 19,542 $1.82M 0.11% +1,919 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,983 shares; 2024Q4: 77,874 shares; 2025Q1: 49,008 shares; 2025Q2: 61,825 shares; 2025Q3: 60,393 shares; 2025Q4: 60,487 shares 60,487 $1.77M 0.11% +94 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,115 shares; 2025Q4: 3,164 shares 3,164 $1.75M 0.11% +49 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 37,319 shares; 2025Q1: 36,843 shares; 2025Q2: 36,048 shares; 2025Q3: 34,401 shares; 2025Q4: 37,212 shares 37,212 $1.74M 0.1% +2,811 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: 6,567 shares; 2024Q4: 5,940 shares; 2025Q1: 6,656 shares; 2025Q2: 6,719 shares; 2025Q3: 6,352 shares; 2025Q4: 6,560 shares 6,560 $1.74M 0.1% +208 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: 24,255 shares; 2024Q4: 24,239 shares; 2025Q1: 24,239 shares; 2025Q2: 24,239 shares; 2025Q3: 24,239 shares; 2025Q4: 24,239 shares 24,239 $1.73M 0.1% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,734 shares; 2024Q4: 23,382 shares; 2025Q1: 33,096 shares; 2025Q2: 41,051 shares; 2025Q3: 41,084 shares; 2025Q4: 43,554 shares 43,554 $1.72M 0.1% +2,470 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,926 shares; 2025Q1: 2,268 shares; 2025Q2: 5,035 shares; 2025Q3: 2,715 shares; 2025Q4: 2,583 shares 2,583 $1.71M 0.1% -132 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,992 shares; 2025Q3: 50,399 shares; 2025Q4: 32,376 shares 32,376 $1.65M 0.1% -18,023 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: 5,383 shares; 2025Q1: 6,821 shares; 2025Q2: 8,194 shares; 2025Q3: 8,593 shares; 2025Q4: 9,649 shares 9,649 $1.65M 0.1% +1,056 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 8,596 shares; 2025Q1: 8,614 shares; 2025Q2: 8,642 shares; 2025Q3: 11,141 shares; 2025Q4: 11,196 shares 11,196 $1.58M 0.1% +55 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: 760 shares; 2024Q4: 852 shares; 2025Q1: 931 shares; 2025Q2: 2,825 shares; 2025Q3: 1,899 shares; 2025Q4: 1,944 shares 1,944 $1.57M 0.09% +45 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,099 shares; 2025Q1: 1,554 shares; 2025Q2: 8,656 shares; 2025Q3: 8,707 shares; 2025Q4: 8,334 shares 8,334 $1.57M 0.09% -373 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,532 shares; 2024Q4: 54,889 shares; 2025Q1: 53,654 shares; 2025Q2: 54,851 shares; 2025Q3: 54,938 shares; 2025Q4: 51,458 shares 51,458 $1.52M 0.09% -3,480 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,289 shares; 2025Q2: 17,286 shares; 2025Q3: 23,685 shares; 2025Q4: 15,813 shares 15,813 $1.52M 0.09% -7,872 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: 30,077 shares; 2024Q4: 29,224 shares; 2025Q1: 25,023 shares; 2025Q2: 24,233 shares; 2025Q3: 24,659 shares; 2025Q4: 27,918 shares 27,918 $1.5M 0.09% +3,259 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: 5,528 shares; 2024Q4: 5,935 shares; 2025Q1: 5,837 shares; 2025Q2: 6,318 shares; 2025Q3: 5,839 shares; 2025Q4: 5,720 shares 5,720 $1.48M 0.09% -119 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,110 shares; 2025Q1: 1,211 shares; 2025Q2: 1,394 shares; 2025Q3: 1,362 shares; 2025Q4: 1,371 shares 1,371 $1.47M 0.09% +9 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,664 shares; 2024Q4: 39,123 shares; 2025Q1: 38,464 shares; 2025Q2: 37,050 shares; 2025Q3: 36,610 shares; 2025Q4: 38,234 shares 38,234 $1.46M 0.09% +1,624 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 6,046 shares; 2025Q1: 6,140 shares; 2025Q2: 6,865 shares; 2025Q3: 4,549 shares; 2025Q4: 4,401 shares 4,401 $1.45M 0.09% -148 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: 48,403 shares; 2025Q1: 48,410 shares; 2025Q2: 48,421 shares; 2025Q3: 46,436 shares; 2025Q4: 44,394 shares 44,394 $1.45M 0.09% -2,042 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,088 shares; 2024Q4: 42,098 shares; 2025Q1: 40,403 shares; 2025Q2: 38,878 shares; 2025Q3: 34,390 shares; 2025Q4: 33,474 shares 33,474 $1.45M 0.09% -916 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: 4,852 shares; 2024Q4: 4,727 shares; 2025Q1: 4,685 shares; 2025Q2: 5,810 shares; 2025Q3: 5,659 shares; 2025Q4: 5,617 shares 5,617 $1.44M 0.09% -42 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 95 shares; 2025Q1: 102 shares; 2025Q2: 118 shares; 2025Q3: 122 shares; 2025Q4: 423 shares 423 $1.43M 0.09% +301 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: 50,775 shares; 2024Q4: 47,772 shares; 2025Q1: 101,895 shares; 2025Q2: 101,900 shares; 2025Q3: 43,445 shares; 2025Q4: 37,636 shares 37,636 $1.43M 0.09% -5,809 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: 3,546 shares; 2024Q4: 5,753 shares; 2025Q1: 5,727 shares; 2025Q2: 5,449 shares; 2025Q3: 5,175 shares; 2025Q4: 5,006 shares 5,006 $1.43M 0.09% -169 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,072 shares; 2025Q1: 1,145 shares; 2025Q2: 1,694 shares; 2025Q3: 1,616 shares; 2025Q4: 1,607 shares 1,607 $1.41M 0.09% -9 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: 11,069 shares; 2024Q4: 10,400 shares; 2025Q1: 9,868 shares; 2025Q2: 9,913 shares; 2025Q3: 9,956 shares; 2025Q4: 10,007 shares 10,007 $1.41M 0.09% +51 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,354 shares; 2025Q1: 6,344 shares; 2025Q2: 22,565 shares; 2025Q3: 11,954 shares; 2025Q4: 11,971 shares 11,971 $1.41M 0.08% +17 Timeline IJJ 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: 11,206 shares; 2024Q4: 10,795 shares; 2025Q1: 10,747 shares; 2025Q2: 10,657 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares 10,657 $1.4M 0.08% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,487 shares; 2024Q4: 14,774 shares; 2025Q1: 10,005 shares; 2025Q2: 13,590 shares; 2025Q3: 14,138 shares; 2025Q4: 13,971 shares 13,971 $1.4M 0.08% -167 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,088 shares; 2024Q4: 19,114 shares; 2025Q1: 13,754 shares; 2025Q2: 20,410 shares; 2025Q3: 18,096 shares; 2025Q4: 17,951 shares 17,951 $1.39M 0.08% -145 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,009 shares; 2024Q4: 78,214 shares; 2025Q1: 59,141 shares; 2025Q2: 58,654 shares; 2025Q3: 58,091 shares; 2025Q4: 57,857 shares 57,857 $1.39M 0.08% -234 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,571 shares; 2024Q4: 41,785 shares; 2025Q1: 41,944 shares; 2025Q2: 40,090 shares; 2025Q3: 40,587 shares; 2025Q4: 41,725 shares 41,725 $1.38M 0.08% +1,138 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: 5,021 shares; 2024Q4: 4,677 shares; 2025Q1: 4,908 shares; 2025Q2: 6,138 shares; 2025Q3: 6,317 shares; 2025Q4: 6,411 shares 6,411 $1.37M 0.08% +94 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 10,529 shares; 2025Q1: 14,604 shares; 2025Q2: 21,738 shares; 2025Q3: 14,768 shares; 2025Q4: 30,585 shares 30,585 $1.37M 0.08% +15,817 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: 18,480 shares; 2024Q4: 17,239 shares; 2025Q1: 17,797 shares; 2025Q2: 18,293 shares; 2025Q3: 17,759 shares; 2025Q4: 15,848 shares 15,848 $1.33M 0.08% -1,911 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 18,976 shares; 2025Q1: 17,858 shares; 2025Q2: 16,433 shares; 2025Q3: 17,295 shares; 2025Q4: 7,126 shares 7,126 $1.33M 0.08% -10,169 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: 6,132 shares; 2024Q4: 6,029 shares; 2025Q1: 7,621 shares; 2025Q2: 6,920 shares; 2025Q3: 8,218 shares; 2025Q4: 8,640 shares 8,640 $1.32M 0.08% +422 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: 42,457 shares; 2024Q4: 41,563 shares; 2025Q1: 45,580 shares; 2025Q2: 58,165 shares; 2025Q3: 61,148 shares; 2025Q4: 52,834 shares 52,834 $1.31M 0.08% -8,314 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: 7,986 shares; 2024Q4: 7,569 shares; 2025Q1: 3,299 shares; 2025Q2: 3,329 shares; 2025Q3: 9,653 shares; 2025Q4: 11,738 shares 11,738 $1.29M 0.08% +2,085 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: 4,462 shares; 2024Q4: 5,265 shares; 2025Q1: 5,898 shares; 2025Q2: 6,874 shares; 2025Q3: 7,085 shares; 2025Q4: 7,089 shares 7,089 $1.26M 0.08% +4 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 6,912 shares; 2025Q1: 8,875 shares; 2025Q2: 8,875 shares; 2025Q3: 13,085 shares; 2025Q4: 14,051 shares 14,051 $1.26M 0.08% +966 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 1,090 shares; 2025Q1: 1,360 shares; 2025Q2: 1,742 shares; 2025Q3: 1,785 shares; 2025Q4: 1,884 shares 1,884 $1.23M 0.07% +99 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 9,744 shares; 2025Q1: 9,887 shares; 2025Q2: 8,934 shares; 2025Q3: 8,906 shares; 2025Q4: 8,864 shares 8,864 $1.21M 0.07% -42 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,897 shares; 2024Q4: 28,420 shares; 2025Q1: 33,597 shares; 2025Q2: 33,613 shares; 2025Q3: 35,153 shares; 2025Q4: 61,139 shares 61,139 $1.21M 0.07% +25,986 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: 2,655 shares; 2024Q4: 2,465 shares; 2025Q1: 3,040 shares; 2025Q2: 3,775 shares; 2025Q3: 3,628 shares; 2025Q4: 3,630 shares 3,630 $1.19M 0.07% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,750 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares 9,100 $1.18M 0.07% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,607 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: 3,418 shares 3,418 $1.15M 0.07% -213 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: 6,971 shares; 2024Q4: 7,319 shares; 2025Q1: 8,402 shares; 2025Q2: 10,125 shares; 2025Q3: 9,703 shares; 2025Q4: 9,177 shares 9,177 $1.15M 0.07% -526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares 3,799 $1.13M 0.07% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 6,691 shares; 2025Q1: 6,874 shares; 2025Q2: 7,746 shares; 2025Q3: 8,079 shares; 2025Q4: 8,081 shares 8,081 $1.11M 0.07% +2 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: 13,298 shares; 2024Q4: 13,298 shares; 2025Q1: 13,313 shares; 2025Q2: 13,319 shares; 2025Q3: 12,735 shares; 2025Q4: 12,739 shares 12,739 $1.1M 0.07% +4 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: 10,761 shares; 2024Q4: 11,484 shares; 2025Q1: 12,956 shares; 2025Q2: 13,884 shares; 2025Q3: 13,664 shares; 2025Q4: 13,636 shares 13,636 $1.09M 0.07% -28 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 6,003 shares; 2025Q1: 6,365 shares; 2025Q2: 6,804 shares; 2025Q3: 6,727 shares; 2025Q4: 7,046 shares 7,046 $1.08M 0.07% +319 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: 7,106 shares; 2024Q4: 7,258 shares; 2025Q1: 7,259 shares; 2025Q2: 7,258 shares; 2025Q3: 7,258 shares; 2025Q4: 7,258 shares 7,258 $1.08M 0.07% 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: 4,774 shares; 2024Q4: 3,948 shares; 2025Q1: 5,149 shares; 2025Q2: 7,042 shares; 2025Q3: 6,889 shares; 2025Q4: 6,656 shares 6,656 $1.07M 0.06% -233 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: 7,629 shares; 2024Q4: 7,175 shares; 2025Q1: 8,571 shares; 2025Q2: 9,002 shares; 2025Q3: 9,345 shares; 2025Q4: 9,132 shares 9,132 $1.07M 0.06% -213 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,430 shares; 2025Q1: 2,640 shares; 2025Q2: 2,998 shares; 2025Q3: 3,137 shares; 2025Q4: 3,368 shares 3,368 $1.05M 0.06% +231 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,029 shares; 2025Q1: 2,213 shares; 2025Q2: 2,984 shares; 2025Q3: 3,087 shares; 2025Q4: 3,107 shares 3,107 $1.05M 0.06% +20 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,239 shares; 2024Q4: 22,769 shares; 2025Q1: 24,210 shares; 2025Q2: 27,617 shares; 2025Q3: 29,765 shares; 2025Q4: 25,254 shares 25,254 $1.03M 0.06% -4,511 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: 8,173 shares; 2024Q4: 8,341 shares; 2025Q1: 8,414 shares; 2025Q2: 7,926 shares; 2025Q3: 9,278 shares; 2025Q4: 9,492 shares 9,492 $1.02M 0.06% +214 Timeline FLRN 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: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,107 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000 $1.01M 0.06% 0 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: 1,697 shares; 2024Q4: 1,820 shares; 2025Q1: 2,121 shares; 2025Q2: 4,134 shares; 2025Q3: 4,243 shares; 2025Q4: 4,114 shares 4,114 $997K 0.06% -129 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 19,517 shares; 2025Q1: 19,943 shares; 2025Q2: 21,767 shares; 2025Q3: 21,818 shares; 2025Q4: 18,749 shares 18,749 $991K 0.06% -3,069 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: 510 shares; 2024Q4: 639 shares; 2025Q1: 699 shares; 2025Q2: 754 shares; 2025Q3: 735 shares; 2025Q4: 814 shares 814 $990K 0.06% +79 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,689 shares 14,689 $986K 0.06% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 3,232 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,061 shares; 2025Q4: 3,358 shares 3,358 $975K 0.06% +297 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,657 shares; 2025Q1: 8,661 shares; 2025Q2: 8,666 shares; 2025Q3: 8,644 shares; 2025Q4: 8,846 shares 8,846 $972K 0.06% +202 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 6,540 shares; 2025Q1: 6,530 shares; 2025Q2: 10,814 shares; 2025Q3: 10,736 shares; 2025Q4: 10,452 shares 10,452 $961K 0.06% -284 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: 2,523 shares; 2024Q4: 2,543 shares; 2025Q1: 2,916 shares; 2025Q2: 2,886 shares; 2025Q3: 4,149 shares; 2025Q4: 8,012 shares 8,012 $957K 0.06% +3,863 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: 774 shares; 2024Q4: 867 shares; 2025Q1: 922 shares; 2025Q2: 1,066 shares; 2025Q3: 1,249 shares; 2025Q4: 6,231 shares 6,231 $955K 0.06% +4,982 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,499 shares; 2025Q1: 2,699 shares; 2025Q2: 3,126 shares; 2025Q3: 2,869 shares; 2025Q4: 3,178 shares 3,178 $941K 0.06% +309 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: 2,039 shares; 2024Q4: 2,166 shares; 2025Q1: 2,485 shares; 2025Q2: 2,712 shares; 2025Q3: 2,659 shares; 2025Q4: 2,537 shares 2,537 $939K 0.06% -122 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: 1,371 shares; 2024Q4: 1,514 shares; 2025Q1: 1,615 shares; 2025Q2: 1,756 shares; 2025Q3: 1,822 shares; 2025Q4: 1,782 shares 1,782 $931K 0.06% -40 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: 9,022 shares; 2024Q4: 9,226 shares; 2025Q1: 10,292 shares; 2025Q2: 10,892 shares; 2025Q3: 14,196 shares; 2025Q4: 21,773 shares 21,773 $930K 0.06% +7,577 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: 4,765 shares; 2024Q4: 4,361 shares; 2025Q1: 5,939 shares; 2025Q2: 6,198 shares; 2025Q3: 6,023 shares; 2025Q4: 7,472 shares 7,472 $917K 0.06% +1,449 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,526 shares; 2024Q4: 13,760 shares; 2025Q1: 13,531 shares; 2025Q2: 13,429 shares; 2025Q3: 13,446 shares; 2025Q4: 13,415 shares 13,415 $915K 0.06% -31 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 28,175 shares; 2025Q1: 25,345 shares; 2025Q2: 37,537 shares; 2025Q3: 35,479 shares; 2025Q4: 35,375 shares 35,375 $906K 0.05% -104 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 14,477 shares; 2025Q2: 13,667 shares; 2025Q3: 13,591 shares; 2025Q4: 13,796 shares 13,796 $898K 0.05% +205 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: not reported; 2025Q1: 3,926 shares; 2025Q2: 15,433 shares; 2025Q3: 15,466 shares; 2025Q4: 15,270 shares 15,270 $895K 0.05% -196 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 8,172 shares; 2025Q1: 8,382 shares; 2025Q2: 8,489 shares; 2025Q3: 8,424 shares; 2025Q4: 8,104 shares 8,104 $894K 0.05% -320 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: 3,876 shares; 2024Q4: 4,187 shares; 2025Q1: 4,558 shares; 2025Q2: 4,258 shares; 2025Q3: 3,881 shares; 2025Q4: 3,842 shares 3,842 $889K 0.05% -39 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: 5,418 shares; 2024Q4: 11,298 shares; 2025Q1: 8,635 shares; 2025Q2: 10,285 shares; 2025Q3: 10,285 shares; 2025Q4: 10,941 shares 10,941 $888K 0.05% +656 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: 850 shares; 2024Q4: 902 shares; 2025Q1: 922 shares; 2025Q2: 994 shares; 2025Q3: 1,040 shares; 2025Q4: 992 shares 992 $872K 0.05% -48 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: 742 shares; 2025Q1: 794 shares; 2025Q2: 864 shares; 2025Q3: 851 shares; 2025Q4: 811 shares 811 $868K 0.05% -40 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,417 shares; 2025Q3: 11,252 shares; 2025Q4: 11,152 shares 11,152 $864K 0.05% -100 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: 5,215 shares; 2024Q4: 5,264 shares; 2025Q1: 5,718 shares; 2025Q2: 5,598 shares; 2025Q3: 5,217 shares; 2025Q4: 4,854 shares 4,854 $842K 0.05% -363 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,984 shares; 2024Q4: 18,314 shares; 2025Q1: 11,509 shares; 2025Q2: 21,700 shares; 2025Q3: 21,700 shares; 2025Q4: 21,179 shares 21,179 $838K 0.05% -521 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,095 shares; 2024Q4: 16,236 shares; 2025Q1: 17,552 shares; 2025Q2: 18,133 shares; 2025Q3: 2,691 shares; 2025Q4: 2,876 shares 2,876 $831K 0.05% +185 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,945 shares; 2025Q1: 2,047 shares; 2025Q2: 2,135 shares; 2025Q3: 2,176 shares; 2025Q4: 2,109 shares 2,109 $821K 0.05% -67 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,470 shares; 2024Q4: 21,098 shares; 2025Q1: 20,326 shares; 2025Q2: 20,233 shares; 2025Q3: 18,318 shares; 2025Q4: 18,180 shares 18,180 $820K 0.05% -138 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 11,135 shares; 2025Q1: 12,763 shares; 2025Q2: 13,395 shares; 2025Q3: 13,888 shares; 2025Q4: 13,643 shares 13,643 $820K 0.05% -245 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,398 shares; 2025Q1: 2,448 shares; 2025Q2: 5,616 shares; 2025Q3: 5,684 shares; 2025Q4: 5,707 shares 5,707 $805K 0.05% +23 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 6,317 shares; 2025Q2: 6,370 shares; 2025Q3: 12,787 shares; 2025Q4: 16,855 shares 16,855 $802K 0.05% +4,068 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,200 shares; 2025Q1: 2,350 shares; 2025Q2: 3,048 shares; 2025Q3: 3,039 shares; 2025Q4: 3,050 shares 3,050 $801K 0.05% +11 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: 4,164 shares; 2024Q4: 3,628 shares; 2025Q1: 4,850 shares; 2025Q2: 10,970 shares; 2025Q3: 5,042 shares; 2025Q4: 5,561 shares 5,561 $798K 0.05% +519 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,288 shares; 2025Q1: 2,778 shares; 2025Q2: 2,996 shares; 2025Q3: 3,219 shares; 2025Q4: 2,931 shares 2,931 $795K 0.05% -288 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,242 shares; 2025Q1: 3,277 shares; 2025Q2: 3,921 shares; 2025Q3: 3,744 shares; 2025Q4: 3,611 shares 3,611 $784K 0.05% -133 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: 798 shares; 2024Q4: 818 shares; 2025Q1: 922 shares; 2025Q2: 955 shares; 2025Q3: 940 shares; 2025Q4: 947 shares 947 $777K 0.05% +7 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,230 shares; 2025Q1: 3,640 shares; 2025Q2: 4,728 shares; 2025Q3: 5,195 shares; 2025Q4: 6,470 shares 6,470 $758K 0.05% +1,275 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: 8,445 shares; 2024Q4: 8,377 shares; 2025Q1: 4,950 shares; 2025Q2: 13,047 shares; 2025Q3: 4,871 shares; 2025Q4: 4,871 shares 4,871 $754K 0.05% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 7,051 shares; 2025Q1: 7,314 shares; 2025Q2: 7,557 shares; 2025Q3: 8,528 shares; 2025Q4: 8,130 shares 8,130 $751K 0.05% -398 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: 1,926 shares; 2024Q4: 1,761 shares; 2025Q1: 2,133 shares; 2025Q2: 2,375 shares; 2025Q3: 2,229 shares; 2025Q4: 2,354 shares 2,354 $750K 0.05% +125 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,939 shares; 2025Q1: 3,639 shares; 2025Q2: 5,050 shares; 2025Q3: 4,895 shares; 2025Q4: 4,862 shares 4,862 $749K 0.05% -33 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: 688 shares; 2024Q4: 928 shares; 2025Q1: 862 shares; 2025Q2: 861 shares; 2025Q3: 862 shares; 2025Q4: 994 shares 994 $749K 0.05% +132 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,467 shares; 2025Q1: 1,571 shares; 2025Q2: 1,745 shares; 2025Q3: 1,758 shares; 2025Q4: 1,597 shares 1,597 $746K 0.04% -161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,046 shares 6,046 $745K 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,069 shares; 2025Q1: 1,100 shares; 2025Q2: 1,214 shares; 2025Q3: 1,330 shares; 2025Q4: 1,304 shares 1,304 $743K 0.04% -26 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,317 shares; 2024Q4: 30,393 shares; 2025Q1: 16,763 shares; 2025Q2: 17,002 shares; 2025Q3: 16,613 shares; 2025Q4: 14,689 shares 14,689 $743K 0.04% -1,924 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,949 shares; 2025Q2: 22,949 shares; 2025Q3: 34,783 shares; 2025Q4: 42,721 shares 42,721 $723K 0.04% +7,938 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 5,891 shares; 2025Q1: 5,827 shares; 2025Q2: 7,216 shares; 2025Q3: 7,709 shares; 2025Q4: 7,690 shares 7,690 $720K 0.04% -19 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,426 shares; 2024Q4: 13,437 shares; 2025Q1: 12,043 shares; 2025Q2: 12,043 shares; 2025Q3: 12,529 shares; 2025Q4: 34,695 shares 34,695 $715K 0.04% +22,166 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,117 shares; 2024Q4: 12,526 shares; 2025Q1: 12,213 shares; 2025Q2: 14,445 shares; 2025Q3: 14,232 shares; 2025Q4: 14,485 shares 14,485 $713K 0.04% +253 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: 5,064 shares; 2024Q4: 4,957 shares; 2025Q1: 6,642 shares; 2025Q2: 8,702 shares; 2025Q3: 8,837 shares; 2025Q4: 7,126 shares 7,126 $712K 0.04% -1,711 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 10,006 shares; 2025Q2: 10,006 shares; 2025Q3: 10,027 shares; 2025Q4: 10,009 shares 10,009 $709K 0.04% -18 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,504 shares; 2025Q1: 6,547 shares; 2025Q2: 7,740 shares; 2025Q3: 7,573 shares; 2025Q4: 7,539 shares 7,539 $708K 0.04% -34 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,111 shares; 2025Q1: 3,623 shares; 2025Q2: 3,598 shares; 2025Q3: 3,271 shares; 2025Q4: 3,091 shares 3,091 $704K 0.04% -180 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: 2,380 shares; 2024Q4: 2,431 shares; 2025Q1: 2,783 shares; 2025Q2: 3,223 shares; 2025Q3: 2,769 shares; 2025Q4: 2,004 shares 2,004 $701K 0.04% -765 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: 3,081 shares; 2024Q4: 2,894 shares; 2025Q1: 3,133 shares; 2025Q2: 3,382 shares; 2025Q3: 3,181 shares; 2025Q4: 3,163 shares 3,163 $695K 0.04% -18 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,004 shares; 2025Q1: 1,096 shares; 2025Q2: 1,348 shares; 2025Q3: 1,311 shares; 2025Q4: 1,403 shares 1,403 $688K 0.04% +92 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: 14,701 shares; 2024Q4: 14,908 shares; 2025Q1: 14,916 shares; 2025Q2: 15,048 shares; 2025Q3: 15,048 shares; 2025Q4: 15,277 shares 15,277 $675K 0.04% +229 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,161 shares; 2025Q1: 5,294 shares; 2025Q2: 5,060 shares; 2025Q3: 5,144 shares; 2025Q4: 5,137 shares 5,137 $671K 0.04% -7 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,629 shares; 2024Q4: 10,582 shares; 2025Q1: 10,935 shares; 2025Q2: 11,080 shares; 2025Q3: 10,909 shares; 2025Q4: 11,757 shares 11,757 $654K 0.04% +848 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: 2,414 shares; 2024Q4: 2,449 shares; 2025Q1: 2,941 shares; 2025Q2: 3,149 shares; 2025Q3: 3,314 shares; 2025Q4: 3,509 shares 3,509 $651K 0.04% +195 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: 1,799 shares; 2024Q4: 1,960 shares; 2025Q1: 2,186 shares; 2025Q2: 2,213 shares; 2025Q3: 2,271 shares; 2025Q4: 2,263 shares 2,263 $645K 0.04% -8 Timeline VOX 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: 3,335 shares; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,328 shares 3,328 $644K 0.04% -244 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 5,478 shares; 2025Q1: 5,655 shares; 2025Q2: 6,195 shares; 2025Q3: 5,185 shares; 2025Q4: 5,043 shares 5,043 $643K 0.04% -142 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 6,076 shares; 2025Q1: 7,217 shares; 2025Q2: 11,250 shares; 2025Q3: 10,931 shares; 2025Q4: 12,028 shares 12,028 $642K 0.04% +1,097 Timeline EWL 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: 10,646 shares; 2024Q4: 10,646 shares; 2025Q1: 10,646 shares; 2025Q2: 10,646 shares; 2025Q3: 10,646 shares; 2025Q4: 10,646 shares 10,646 $638K 0.04% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,007 shares; 2024Q4: 20,787 shares; 2025Q1: 19,434 shares; 2025Q2: 19,238 shares; 2025Q3: 17,638 shares; 2025Q4: 17,494 shares 17,494 $638K 0.04% -144 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 1,917 shares; 2025Q1: 1,690 shares; 2025Q2: 2,739 shares; 2025Q3: 3,035 shares; 2025Q4: 3,073 shares 3,073 $630K 0.04% +38 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: 877 shares; 2024Q4: 1,657 shares; 2025Q1: 1,754 shares; 2025Q2: 1,481 shares; 2025Q3: 1,356 shares; 2025Q4: 1,280 shares 1,280 $619K 0.04% -76 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,352 shares; 2025Q1: 6,355 shares; 2025Q2: 6,358 shares; 2025Q3: 6,361 shares; 2025Q4: 6,365 shares 6,365 $617K 0.04% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares 2,887 $612K 0.04% new 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: 42,950 shares; 2024Q4: 27,815 shares; 2025Q1: 12,600 shares; 2025Q2: 12,623 shares; 2025Q3: 12,647 shares; 2025Q4: 10,169 shares 10,169 $605K 0.04% -2,478 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 3,013 shares; 2025Q1: 2,644 shares; 2025Q2: 3,152 shares; 2025Q3: 3,046 shares; 2025Q4: 2,477 shares 2,477 $602K 0.04% -569 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 6,633 shares; 2025Q1: 6,430 shares; 2025Q2: 7,496 shares; 2025Q3: 7,504 shares; 2025Q4: 7,573 shares 7,573 $596K 0.04% +69 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 982 shares; 2025Q4: 980 shares 980 $593K 0.04% -2 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 13,196 shares; 2025Q1: 12,685 shares; 2025Q2: 12,001 shares; 2025Q3: 12,006 shares; 2025Q4: 9,887 shares 9,887 $593K 0.04% -2,119 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: 2,429 shares; 2024Q4: 20,022 shares; 2025Q1: 11,161 shares; 2025Q2: 3,978 shares; 2025Q3: 3,977 shares; 2025Q4: 3,815 shares 3,815 $592K 0.04% -162 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,057 shares; 2025Q2: 7,626 shares; 2025Q3: 5,993 shares; 2025Q4: 5,796 shares 5,796 $591K 0.04% -197 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 5,193 shares; 2025Q1: 5,521 shares; 2025Q2: 7,402 shares; 2025Q3: 7,180 shares; 2025Q4: 6,899 shares 6,899 $590K 0.04% -281 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,215 shares; 2024Q4: 26,724 shares; 2025Q1: 26,401 shares; 2025Q2: 37,657 shares; 2025Q3: 36,619 shares; 2025Q4: 36,649 shares 36,649 $581K 0.04% +30 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,779 shares; 2024Q4: 26,937 shares; 2025Q1: 22,814 shares; 2025Q2: 22,814 shares; 2025Q3: 23,958 shares; 2025Q4: 23,897 shares 23,897 $578K 0.03% -61 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 3,020 shares; 2025Q1: 3,267 shares; 2025Q2: 3,277 shares; 2025Q3: 3,314 shares; 2025Q4: 3,586 shares 3,586 $577K 0.03% +272 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 574 shares; 2025Q1: 538 shares; 2025Q2: 922 shares; 2025Q3: 889 shares; 2025Q4: 923 shares 923 $575K 0.03% +34 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: 9,763 shares; 2024Q4: 9,763 shares; 2025Q1: 10,621 shares; 2025Q2: 10,621 shares; 2025Q3: 10,621 shares; 2025Q4: 10,621 shares 10,621 $574K 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,125 shares; 2024Q4: 12,538 shares; 2025Q1: 12,388 shares; 2025Q2: 10,098 shares; 2025Q3: 10,182 shares; 2025Q4: 10,591 shares 10,591 $571K 0.03% +409 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,947 shares; 2024Q4: 17,737 shares; 2025Q1: 17,451 shares; 2025Q2: 18,030 shares; 2025Q3: 17,025 shares; 2025Q4: 15,422 shares 15,422 $571K 0.03% -1,603 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,632 shares; 2025Q1: 2,678 shares; 2025Q2: 2,825 shares; 2025Q3: 2,900 shares; 2025Q4: 2,739 shares 2,739 $570K 0.03% -161 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 11,370 shares; 2025Q1: 12,029 shares; 2025Q2: 12,180 shares; 2025Q3: 10,772 shares; 2025Q4: 12,269 shares 12,269 $565K 0.03% +1,497 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,209 shares; 2025Q1: 1,497 shares; 2025Q2: 1,487 shares; 2025Q3: 1,485 shares; 2025Q4: 1,575 shares 1,575 $557K 0.03% +90 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,816 shares; 2024Q4: 14,331 shares; 2025Q1: 14,331 shares; 2025Q2: 14,331 shares; 2025Q3: 14,331 shares; 2025Q4: 14,331 shares 14,331 $553K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,267 shares; 2025Q1: 2,708 shares; 2025Q2: 2,599 shares; 2025Q3: 2,585 shares; 2025Q4: 2,717 shares 2,717 $552K 0.03% +132 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 967 shares; 2025Q1: 1,184 shares; 2025Q2: 1,288 shares; 2025Q3: 1,131 shares; 2025Q4: 1,216 shares 1,216 $551K 0.03% +85 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,184 shares; 2024Q4: 8,434 shares; 2025Q1: 8,350 shares; 2025Q2: 7,660 shares; 2025Q3: 7,219 shares; 2025Q4: 7,149 shares 7,149 $548K 0.03% -70 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: 5,006 shares; 2024Q4: 5,648 shares; 2025Q1: 6,800 shares; 2025Q2: 7,326 shares; 2025Q3: 8,054 shares; 2025Q4: 10,158 shares 10,158 $548K 0.03% +2,104 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: not reported; 2024Q4: 2,566 shares; 2025Q1: 3,951 shares; 2025Q2: 5,305 shares; 2025Q3: 5,129 shares; 2025Q4: 5,650 shares 5,650 $543K 0.03% +521 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: 713 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 757 shares; 2025Q4: 1,058 shares 1,058 $540K 0.03% +301 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,393 shares; 2025Q2: 18,393 shares; 2025Q3: 18,393 shares; 2025Q4: 20,671 shares 20,671 $540K 0.03% +2,278 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: 1,461 shares; 2024Q4: 1,822 shares; 2025Q1: 1,758 shares; 2025Q2: 2,816 shares; 2025Q3: 2,930 shares; 2025Q4: 2,579 shares 2,579 $538K 0.03% -351 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,942 shares; 2025Q1: 2,036 shares; 2025Q2: 3,313 shares; 2025Q3: 3,197 shares; 2025Q4: 3,209 shares 3,209 $538K 0.03% +12 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,434 shares; 2025Q3: 4,444 shares; 2025Q4: 5,585 shares 5,585 $538K 0.03% +1,141 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: 1,998 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares 3,996 $533K 0.03% 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: 3,188 shares; 2024Q4: 3,619 shares; 2025Q1: 2,785 shares; 2025Q2: 3,005 shares; 2025Q3: 2,804 shares; 2025Q4: 2,725 shares 2,725 $532K 0.03% -79 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,399 shares; 2025Q1: 5,455 shares; 2025Q2: 5,646 shares; 2025Q3: 5,672 shares; 2025Q4: 5,806 shares 5,806 $531K 0.03% +134 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 2,780 shares; 2025Q1: 2,771 shares; 2025Q2: 2,731 shares; 2025Q3: 2,813 shares; 2025Q4: 2,945 shares 2,945 $531K 0.03% +132 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 790 shares; 2025Q1: 1,011 shares; 2025Q2: 1,172 shares; 2025Q3: 1,171 shares; 2025Q4: 1,252 shares 1,252 $528K 0.03% +81 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: 959 shares; 2024Q4: 1,923 shares; 2025Q1: 2,542 shares; 2025Q2: 2,810 shares; 2025Q3: 2,690 shares; 2025Q4: 2,862 shares 2,862 $527K 0.03% +172 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,520 shares 6,520 $526K 0.03% new 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: 991 shares; 2024Q4: 973 shares; 2025Q1: 1,157 shares; 2025Q2: 1,243 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares 1,130 $526K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 20,586 shares; 2025Q1: 18,640 shares; 2025Q2: 17,454 shares; 2025Q3: 17,744 shares; 2025Q4: 18,428 shares 18,428 $525K 0.03% +684 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: 4,235 shares; 2024Q4: 3,678 shares; 2025Q1: 4,026 shares; 2025Q2: 3,920 shares; 2025Q3: 3,935 shares; 2025Q4: 3,944 shares 3,944 $523K 0.03% +9 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 12,269 shares; 2025Q1: 12,444 shares; 2025Q2: 13,116 shares; 2025Q3: 13,531 shares; 2025Q4: 14,601 shares 14,601 $518K 0.03% +1,070 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 1,080 shares; 2025Q1: 1,337 shares; 2025Q2: 1,735 shares; 2025Q3: 1,704 shares; 2025Q4: 1,656 shares 1,656 $518K 0.03% -48 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,678 shares; 2025Q1: 3,878 shares; 2025Q2: 4,327 shares; 2025Q3: 4,740 shares; 2025Q4: 4,417 shares 4,417 $509K 0.03% -323 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: 14,672 shares; 2024Q4: 8,013 shares; 2025Q1: 10,924 shares; 2025Q2: 15,162 shares; 2025Q3: 18,255 shares; 2025Q4: 20,289 shares 20,289 $505K 0.03% +2,034 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,844 shares; 2024Q4: 18,174 shares; 2025Q1: 14,967 shares; 2025Q2: 20,378 shares; 2025Q3: 19,264 shares; 2025Q4: 21,673 shares 21,673 $505K 0.03% +2,409 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 7,597 shares; 2025Q3: 7,187 shares; 2025Q4: 7,514 shares 7,514 $504K 0.03% +327 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,246 shares; 2025Q1: 7,246 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 7,246 shares 7,246 $501K 0.03% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 11,634 shares 11,634 $500K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,191 shares; 2025Q1: 2,891 shares; 2025Q2: 3,033 shares; 2025Q3: 2,892 shares; 2025Q4: 2,808 shares 2,808 $493K 0.03% -84 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,423 shares; 2025Q1: 3,899 shares; 2025Q2: 3,517 shares; 2025Q3: 3,606 shares; 2025Q4: 3,766 shares 3,766 $486K 0.03% +160 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,986 shares; 2025Q1: 3,712 shares; 2025Q2: 3,451 shares; 2025Q3: 3,470 shares; 2025Q4: 3,785 shares 3,785 $483K 0.03% +315 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,373 shares; 2025Q1: 5,272 shares; 2025Q2: 6,318 shares; 2025Q3: 5,525 shares; 2025Q4: 5,649 shares 5,649 $480K 0.03% +124 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,630 shares; 2025Q1: 6,630 shares; 2025Q2: 6,669 shares; 2025Q3: 6,669 shares; 2025Q4: 6,700 shares 6,700 $477K 0.03% +31 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: 3,701 shares; 2025Q3: 3,941 shares; 2025Q4: 4,185 shares 4,185 $473K 0.03% +244 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,785 shares; 2025Q1: 5,404 shares; 2025Q2: 6,743 shares; 2025Q3: 6,737 shares; 2025Q4: 6,426 shares 6,426 $472K 0.03% -311 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,486 shares; 2025Q2: 7,486 shares; 2025Q3: 7,486 shares; 2025Q4: 7,486 shares 7,486 $472K 0.03% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 6,925 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares; 2025Q3: 7,433 shares; 2025Q4: 8,272 shares 8,272 $469K 0.03% +839 Timeline DALI 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: 14,690 shares; 2024Q4: 14,617 shares; 2025Q1: 15,243 shares; 2025Q2: 15,433 shares; 2025Q3: 14,976 shares; 2025Q4: 16,279 shares 16,279 $468K 0.03% +1,303 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,176 shares; 2025Q1: 1,111 shares; 2025Q2: 1,159 shares; 2025Q3: 1,192 shares; 2025Q4: 1,201 shares 1,201 $467K 0.03% +9 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: 5,526 shares; 2024Q4: 4,875 shares; 2025Q1: 5,041 shares; 2025Q2: 5,052 shares; 2025Q3: 5,200 shares; 2025Q4: 4,885 shares 4,885 $465K 0.03% -315 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,761 shares; 2024Q4: 6,761 shares; 2025Q1: 6,761 shares; 2025Q2: 6,769 shares; 2025Q3: 6,775 shares; 2025Q4: 6,766 shares 6,766 $462K 0.03% -9 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,942 shares; 2025Q4: 18,942 shares 18,942 $462K 0.03% 0 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: 3,988 shares; 2024Q4: 3,974 shares; 2025Q1: 5,236 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,904 shares 5,904 $459K 0.03% +737 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 670 shares 670 $451K 0.03% +12 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 7,691 shares; 2025Q1: 8,761 shares; 2025Q2: 10,678 shares; 2025Q3: 7,966 shares; 2025Q4: 8,861 shares 8,861 $451K 0.03% +895 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,649 shares; 2025Q1: 3,660 shares; 2025Q2: 3,653 shares; 2025Q3: 3,388 shares; 2025Q4: 3,022 shares 3,022 $449K 0.03% -366 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,427 shares; 2025Q1: 2,506 shares; 2025Q2: 2,908 shares; 2025Q3: 2,810 shares; 2025Q4: 2,760 shares 2,760 $449K 0.03% -50 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $449K 0.03% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,823 shares 6,823 $446K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 4,814 shares; 2025Q1: 5,322 shares; 2025Q2: 5,092 shares; 2025Q3: 5,291 shares; 2025Q4: 5,149 shares 5,149 $439K 0.03% -142 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,043 shares; 2025Q2: 12,327 shares; 2025Q3: 24,808 shares; 2025Q4: 20,618 shares 20,618 $439K 0.03% -4,190 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,218 shares; 2024Q4: 16,218 shares; 2025Q1: 13,668 shares; 2025Q2: 13,922 shares; 2025Q3: 13,905 shares; 2025Q4: 13,905 shares 13,905 $434K 0.03% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 532 shares; 2025Q1: 622 shares; 2025Q2: 892 shares; 2025Q3: 822 shares; 2025Q4: 848 shares 848 $433K 0.03% +26 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: 7,392 shares; 2024Q4: 9,805 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 9,742 shares; 2025Q4: 9,739 shares 9,739 $433K 0.03% -3 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,219 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,673 shares; 2025Q4: 1,524 shares 1,524 $432K 0.03% -149 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,341 shares; 2025Q4: 5,302 shares 5,302 $431K 0.03% +961 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,752 shares; 2025Q3: 6,280 shares; 2025Q4: 6,473 shares 6,473 $430K 0.03% +193 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: 5,042 shares; 2024Q4: 6,972 shares; 2025Q1: 6,588 shares; 2025Q2: 7,715 shares; 2025Q3: 7,883 shares; 2025Q4: 8,445 shares 8,445 $429K 0.03% +562 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,311 shares; 2025Q4: 9,417 shares 9,417 $427K 0.03% +5,106 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 613 shares; 2025Q3: 678 shares; 2025Q4: 628 shares 628 $425K 0.03% -50 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,281 shares; 2025Q1: 1,338 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,429 shares 1,429 $419K 0.03% -62 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 406 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 543 shares 543 $419K 0.03% +96 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 17,521 shares 17,521 $416K 0.03% +5,471 Timeline VUSB 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: 10,334 shares; 2024Q4: 10,120 shares; 2025Q1: 10,162 shares; 2025Q2: 10,224 shares; 2025Q3: 10,285 shares; 2025Q4: 8,336 shares 8,336 $415K 0.03% -1,949 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: 12,335 shares; 2025Q2: 9,756 shares; 2025Q3: 9,858 shares; 2025Q4: 11,199 shares 11,199 $413K 0.02% +1,341 Timeline SPTI 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: 23,859 shares; 2024Q4: 18,351 shares; 2025Q1: 14,649 shares; 2025Q2: 13,712 shares; 2025Q3: 13,924 shares; 2025Q4: 14,291 shares 14,291 $412K 0.02% +367 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 225 shares; 2025Q1: 308 shares; 2025Q2: 4,551 shares; 2025Q3: 4,563 shares; 2025Q4: 4,486 shares 4,486 $409K 0.02% -77 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 3,878 shares; 2025Q1: 4,423 shares; 2025Q2: 4,616 shares; 2025Q3: 5,639 shares; 2025Q4: 5,176 shares 5,176 $409K 0.02% -463 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: 8,838 shares; 2024Q4: 9,227 shares; 2025Q1: 9,142 shares; 2025Q2: 9,488 shares; 2025Q3: 9,316 shares; 2025Q4: 8,783 shares 8,783 $407K 0.02% -533 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 11,167 shares; 2025Q1: 11,991 shares; 2025Q2: 9,359 shares; 2025Q3: 9,192 shares; 2025Q4: 9,120 shares 9,120 $406K 0.02% -72 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 3,178 shares; 2025Q1: 3,108 shares; 2025Q2: 5,296 shares; 2025Q3: 5,348 shares; 2025Q4: 5,485 shares 5,485 $405K 0.02% +137 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 809 shares; 2025Q3: 798 shares; 2025Q4: 862 shares 862 $404K 0.02% +64 Timeline PDD PDD HOLDINGS INC More: the full row for PDD 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: 4,265 shares; 2025Q3: 4,275 shares; 2025Q4: 3,512 shares 3,512 $398K 0.02% -763 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,389 shares; 2025Q1: 1,296 shares; 2025Q2: 1,423 shares; 2025Q3: 1,569 shares; 2025Q4: 1,458 shares 1,458 $398K 0.02% -111 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,230 shares; 2025Q1: 8,505 shares; 2025Q2: 13,093 shares; 2025Q3: 12,680 shares; 2025Q4: 14,914 shares 14,914 $393K 0.02% +2,234 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: 1,550 shares; 2025Q2: 1,632 shares; 2025Q3: 1,548 shares; 2025Q4: 1,162 shares 1,162 $393K 0.02% -386 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,738 shares; 2025Q1: 2,292 shares; 2025Q2: 2,442 shares; 2025Q3: 1,963 shares; 2025Q4: 2,113 shares 2,113 $392K 0.02% +150 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,422 shares 1,422 $392K 0.02% +147 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,620 shares; 2024Q4: 25,890 shares; 2025Q1: 27,365 shares; 2025Q2: 29,291 shares; 2025Q3: 29,877 shares; 2025Q4: 33,134 shares 33,134 $389K 0.02% +3,257 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,768 shares; 2025Q1: 3,517 shares; 2025Q2: 3,379 shares; 2025Q3: 3,447 shares; 2025Q4: 3,337 shares 3,337 $387K 0.02% -110 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares 1,880 $385K 0.02% 0 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: 15,676 shares; 2024Q4: 14,268 shares; 2025Q1: 15,692 shares; 2025Q2: 15,078 shares; 2025Q3: 13,767 shares; 2025Q4: 12,751 shares 12,751 $381K 0.02% -1,016 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,798 shares; 2025Q1: 3,882 shares; 2025Q2: 4,092 shares; 2025Q3: 3,868 shares; 2025Q4: 3,366 shares 3,366 $380K 0.02% -502 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: 5,237 shares; 2024Q4: 5,115 shares; 2025Q1: 5,487 shares; 2025Q2: 5,490 shares; 2025Q3: 3,417 shares; 2025Q4: 3,015 shares 3,015 $379K 0.02% -402 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,636 shares; 2025Q4: 9,636 shares 9,636 $377K 0.02% 0 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: 578 shares; 2024Q4: 535 shares; 2025Q1: 685 shares; 2025Q2: 694 shares; 2025Q3: 696 shares; 2025Q4: 733 shares 733 $375K 0.02% +37 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 846 shares; 2025Q1: 890 shares; 2025Q2: 1,191 shares; 2025Q3: 1,236 shares; 2025Q4: 1,291 shares 1,291 $375K 0.02% +55 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,339 shares; 2025Q1: 2,862 shares; 2025Q2: 2,997 shares; 2025Q3: 2,358 shares; 2025Q4: 2,386 shares 2,386 $374K 0.02% +28 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: 4,589 shares; 2024Q4: 5,736 shares; 2025Q1: 6,399 shares; 2025Q2: 6,196 shares; 2025Q3: 7,961 shares; 2025Q4: 7,983 shares 7,983 $374K 0.02% +22 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,414 shares; 2025Q1: 1,415 shares; 2025Q2: 1,771 shares; 2025Q3: 1,770 shares; 2025Q4: 1,720 shares 1,720 $373K 0.02% -50 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,597 shares; 2024Q4: 19,007 shares; 2025Q1: 17,103 shares; 2025Q2: 14,431 shares; 2025Q3: 14,304 shares; 2025Q4: 13,728 shares 13,728 $369K 0.02% -576 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 4,911 shares; 2025Q1: 4,942 shares; 2025Q2: 4,937 shares; 2025Q3: 4,929 shares; 2025Q4: 4,980 shares 4,980 $367K 0.02% +51 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,050 shares; 2025Q1: 11,753 shares; 2025Q2: 13,068 shares; 2025Q3: 12,986 shares; 2025Q4: 12,887 shares 12,887 $361K 0.02% -99 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 769 shares; 2025Q3: 860 shares; 2025Q4: 854 shares 854 $360K 0.02% -6 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,872 shares 21,872 $359K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: 2,487 shares 2,487 $358K 0.02% +754 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,298 shares; 2025Q1: 5,213 shares; 2025Q2: 5,111 shares; 2025Q3: 4,397 shares; 2025Q4: 4,839 shares 4,839 $356K 0.02% +442 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,218 shares; 2025Q1: 11,095 shares; 2025Q2: 11,100 shares; 2025Q3: 11,102 shares; 2025Q4: 11,980 shares 11,980 $353K 0.02% +878 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 210 shares; 2025Q1: 264 shares; 2025Q2: 282 shares; 2025Q3: 262 shares; 2025Q4: 263 shares 263 $350K 0.02% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,499 shares; 2025Q4: 2,513 shares 2,513 $350K 0.02% -986 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,783 shares; 2025Q3: 4,128 shares; 2025Q4: 4,391 shares 4,391 $348K 0.02% +263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,455 shares; 2025Q4: 1,530 shares 1,530 $348K 0.02% +75 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,127 shares; 2025Q4: 1,232 shares 1,232 $344K 0.02% +105 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: 1,851 shares; 2024Q4: 1,962 shares; 2025Q1: 2,358 shares; 2025Q2: 3,410 shares; 2025Q3: 3,328 shares; 2025Q4: 2,633 shares 2,633 $344K 0.02% -695 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: 1,323 shares; 2024Q4: 1,399 shares; 2025Q1: 1,649 shares; 2025Q2: 1,773 shares; 2025Q3: 1,769 shares; 2025Q4: 1,849 shares 1,849 $342K 0.02% +80 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,254 shares; 2025Q1: 1,503 shares; 2025Q2: 1,489 shares; 2025Q3: 884 shares; 2025Q4: 972 shares 972 $341K 0.02% +88 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,070 shares; 2025Q3: 2,074 shares; 2025Q4: 2,110 shares 2,110 $340K 0.02% +36 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 19,730 shares 19,730 $340K 0.02% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,295 shares; 2025Q1: 8,056 shares; 2025Q2: 8,067 shares; 2025Q3: 6,544 shares; 2025Q4: 7,840 shares 7,840 $334K 0.02% +1,296 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,956 shares 3,956 $331K 0.02% +52 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,797 shares; 2024Q4: 15,467 shares; 2025Q1: 16,296 shares; 2025Q2: 16,657 shares; 2025Q3: 17,139 shares; 2025Q4: 17,112 shares 17,112 $331K 0.02% -27 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares 2,564 $330K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,977 shares; 2025Q1: 1,761 shares; 2025Q2: 1,501 shares; 2025Q3: 1,544 shares; 2025Q4: 1,558 shares 1,558 $330K 0.02% +14 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,685 shares; 2025Q1: 2,001 shares; 2025Q2: 3,265 shares; 2025Q3: 3,255 shares; 2025Q4: 3,209 shares 3,209 $330K 0.02% -46 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 446 shares; 2025Q1: 573 shares; 2025Q2: 604 shares; 2025Q3: 622 shares; 2025Q4: 572 shares 572 $328K 0.02% -50 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 779 shares; 2025Q1: 946 shares; 2025Q2: 890 shares; 2025Q3: 900 shares; 2025Q4: 929 shares 929 $328K 0.02% +29 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: 584 shares; 2025Q2: 614 shares; 2025Q3: 612 shares; 2025Q4: 574 shares 574 $326K 0.02% -38 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,981 shares 11,981 $325K 0.02% new 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: 8,216 shares; 2024Q4: 9,348 shares; 2025Q1: 1,120 shares; 2025Q2: 1,084 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares 1,078 $324K 0.02% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,591 shares; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,343 shares; 2025Q3: 1,251 shares; 2025Q4: 1,258 shares 1,258 $322K 0.02% +7 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,140 shares; 2025Q1: 1,318 shares; 2025Q2: 1,516 shares; 2025Q3: 1,419 shares; 2025Q4: 1,168 shares 1,168 $322K 0.02% -251 Timeline USXF 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: 5,466 shares; 2024Q4: 5,466 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: 5,466 shares; 2025Q4: 5,466 shares 5,466 $315K 0.02% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,581 shares; 2024Q4: 16,938 shares; 2025Q1: 11,708 shares; 2025Q2: 16,048 shares; 2025Q3: 11,322 shares; 2025Q4: 9,172 shares 9,172 $313K 0.02% -2,150 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 5,397 shares; 2025Q1: 4,408 shares; 2025Q2: 4,646 shares; 2025Q3: 5,210 shares; 2025Q4: 5,211 shares 5,211 $313K 0.02% +1 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: 1,312 shares; 2024Q4: not reported; 2025Q1: 1,354 shares; 2025Q2: 1,943 shares; 2025Q3: 1,950 shares; 2025Q4: 2,079 shares 2,079 $313K 0.02% +129 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: 1,290 shares; 2024Q4: 1,286 shares; 2025Q1: 1,409 shares; 2025Q2: 1,480 shares; 2025Q3: 1,492 shares; 2025Q4: 1,459 shares 1,459 $309K 0.02% -33 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: 3,912 shares; 2024Q4: 4,700 shares; 2025Q1: 3,450 shares; 2025Q2: 5,257 shares; 2025Q3: 5,216 shares; 2025Q4: 4,847 shares 4,847 $309K 0.02% -369 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,876 shares; 2025Q1: 3,875 shares; 2025Q2: 3,842 shares; 2025Q3: 3,547 shares; 2025Q4: 3,856 shares 3,856 $309K 0.02% +309 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 15,055 shares; 2025Q1: 14,437 shares; 2025Q2: 18,738 shares; 2025Q3: 18,029 shares; 2025Q4: 23,510 shares 23,510 $308K 0.02% +5,481 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,341 shares; 2025Q4: 10,664 shares 10,664 $307K 0.02% -677 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,666 shares; 2025Q1: 9,388 shares; 2025Q2: 10,221 shares; 2025Q3: 11,189 shares; 2025Q4: 11,110 shares 11,110 $305K 0.02% -79 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 953 shares; 2025Q2: 941 shares; 2025Q3: 1,101 shares; 2025Q4: 1,108 shares 1,108 $305K 0.02% +7 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 1,809 shares; 2025Q3: 1,853 shares; 2025Q4: 1,904 shares 1,904 $305K 0.02% +51 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 320 shares; 2025Q4: 336 shares 336 $305K 0.02% +16 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: 9,920 shares; 2024Q4: 9,833 shares; 2025Q1: 9,728 shares; 2025Q2: 7,868 shares; 2025Q3: 6,043 shares; 2025Q4: 6,043 shares 6,043 $304K 0.02% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,385 shares; 2025Q1: 11,389 shares; 2025Q2: 11,611 shares; 2025Q3: 11,903 shares; 2025Q4: 11,610 shares 11,610 $304K 0.02% -293 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 16,881 shares; 2025Q1: 16,943 shares; 2025Q2: 17,109 shares; 2025Q3: 17,183 shares; 2025Q4: 17,262 shares 17,262 $302K 0.02% +79 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,769 shares; 2025Q2: 5,005 shares; 2025Q3: 6,196 shares; 2025Q4: 5,231 shares 5,231 $302K 0.02% -965 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,217 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 3,147 shares; 2025Q4: 3,202 shares 3,202 $301K 0.02% +55 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,390 shares; 2025Q1: 2,237 shares; 2025Q2: 2,412 shares; 2025Q3: 2,524 shares; 2025Q4: 3,125 shares 3,125 $300K 0.02% +601 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: not reported; 2025Q1: 6,232 shares; 2025Q2: not reported; 2025Q3: 8,795 shares; 2025Q4: 8,131 shares 8,131 $298K 0.02% -664 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,327 shares; 2025Q1: 3,287 shares; 2025Q2: 5,057 shares; 2025Q3: 4,568 shares; 2025Q4: 3,750 shares 3,750 $296K 0.02% -818 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 9,769 shares; 2025Q1: 6,638 shares; 2025Q2: 5,901 shares; 2025Q3: 5,611 shares; 2025Q4: 6,470 shares 6,470 $295K 0.02% +859 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,369 shares; 2025Q1: 1,497 shares; 2025Q2: 1,486 shares; 2025Q3: 1,378 shares; 2025Q4: 1,375 shares 1,375 $294K 0.02% -3 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,335 shares; 2025Q3: 1,393 shares; 2025Q4: 1,297 shares 1,297 $294K 0.02% -96 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 502 shares; 2025Q1: 460 shares; 2025Q2: 483 shares; 2025Q3: 485 shares; 2025Q4: 484 shares 484 $292K 0.02% -1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,943 shares; 2025Q1: 3,443 shares; 2025Q2: 3,248 shares; 2025Q3: 3,572 shares; 2025Q4: 3,845 shares 3,845 $290K 0.02% +273 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 1,247 shares 1,247 $287K 0.02% -22 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,166 shares; 2025Q1: 3,899 shares; 2025Q2: 5,736 shares; 2025Q3: 8,263 shares; 2025Q4: 6,163 shares 6,163 $287K 0.02% -2,100 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 4,881 shares; 2025Q1: 5,158 shares; 2025Q2: 5,774 shares; 2025Q3: 5,689 shares; 2025Q4: 4,888 shares 4,888 $285K 0.02% -801 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest 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: 1,174 shares 1,174 $285K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,095 shares; 2025Q2: 13,345 shares; 2025Q3: 12,754 shares; 2025Q4: 16,291 shares 16,291 $283K 0.02% +3,537 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: 997 shares; 2024Q4: 1,143 shares; 2025Q1: 1,660 shares; 2025Q2: 1,464 shares; 2025Q3: 1,313 shares; 2025Q4: 1,092 shares 1,092 $283K 0.02% -221 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 7,032 shares; 2025Q1: 6,052 shares; 2025Q2: 7,190 shares; 2025Q3: 6,534 shares; 2025Q4: 6,918 shares 6,918 $280K 0.02% +384 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,389 shares; 2025Q4: 2,334 shares 2,334 $279K 0.02% -55 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 8,436 shares; 2025Q1: 7,574 shares; 2025Q2: 6,552 shares; 2025Q3: 6,076 shares; 2025Q4: 6,049 shares 6,049 $279K 0.02% -27 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,585 shares; 2025Q2: 1,825 shares; 2025Q3: 1,862 shares; 2025Q4: 1,877 shares 1,877 $275K 0.02% +15 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128 $275K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,133 shares; 2025Q4: 2,093 shares 2,093 $275K 0.02% -40 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares 1,587 $273K 0.02% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 3,143 shares; 2025Q1: 2,638 shares; 2025Q2: 1,911 shares; 2025Q3: 1,963 shares; 2025Q4: 2,009 shares 2,009 $273K 0.02% +46 Timeline EWZ 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: 8,590 shares; 2024Q4: not reported; 2025Q1: 8,590 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 8,590 shares 8,590 $273K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,646 shares; 2025Q1: 10,249 shares; 2025Q2: 12,804 shares; 2025Q3: 11,679 shares; 2025Q4: 5,039 shares 5,039 $271K 0.02% -6,640 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: 6,508 shares; 2024Q4: 4,147 shares; 2025Q1: 4,147 shares; 2025Q2: 4,147 shares; 2025Q3: 4,147 shares; 2025Q4: 4,147 shares 4,147 $270K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 832 shares; 2025Q1: 942 shares; 2025Q2: 856 shares; 2025Q3: 929 shares; 2025Q4: 939 shares 939 $270K 0.02% +10 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,155 shares; 2025Q1: 2,543 shares; 2025Q2: 2,239 shares; 2025Q3: 2,225 shares; 2025Q4: 2,452 shares 2,452 $269K 0.02% +227 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 1,494 shares; 2025Q2: 1,648 shares; 2025Q3: 1,547 shares; 2025Q4: 1,443 shares 1,443 $266K 0.02% -104 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 7,020 shares; 2025Q1: 7,333 shares; 2025Q2: 8,468 shares; 2025Q3: 5,962 shares; 2025Q4: 5,038 shares 5,038 $266K 0.02% -924 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545 shares 545 $266K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,810 shares; 2025Q1: 5,471 shares; 2025Q2: 4,717 shares; 2025Q3: 5,467 shares; 2025Q4: 6,685 shares 6,685 $262K 0.02% +1,218 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,056 shares; 2025Q3: 1,111 shares; 2025Q4: 1,314 shares 1,314 $255K 0.02% +203 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,812 shares 12,812 $255K 0.02% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 7,122 shares; 2025Q1: 7,827 shares; 2025Q2: 7,809 shares; 2025Q3: 5,615 shares; 2025Q4: 5,683 shares 5,683 $252K 0.02% +68 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 3,227 shares 3,227 $250K 0.02% +311 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest 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: 1,408 shares; 2025Q4: 1,458 shares 1,458 $249K 0.01% +50 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,376 shares; 2025Q1: not reported; 2025Q2: 6,651 shares; 2025Q3: 6,661 shares; 2025Q4: 6,651 shares 6,651 $248K 0.01% -10 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: 1,966 shares 1,966 $247K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 3,019 shares; 2025Q4: 3,182 shares 3,182 $246K 0.01% +163 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 2,409 shares 2,409 $246K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,964 shares; 2025Q1: 3,904 shares; 2025Q2: 6,939 shares; 2025Q3: 2,682 shares; 2025Q4: 3,082 shares 3,082 $245K 0.01% +400 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 4,848 shares; 2025Q3: 6,380 shares; 2025Q4: 5,592 shares 5,592 $244K 0.01% -788 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,193 shares; 2025Q4: 6,036 shares 6,036 $244K 0.01% -157 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 5,729 shares; 2025Q1: not reported; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares 5,285 $244K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,701 shares 1,701 $242K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,696 shares 3,696 $242K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,220 shares; 2025Q4: 8,964 shares 8,964 $241K 0.01% +744 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,843 shares; 2025Q1: 38,806 shares; 2025Q2: 39,845 shares; 2025Q3: 18,264 shares; 2025Q4: 17,692 shares 17,692 $240K 0.01% -572 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,371 shares; 2025Q1: 2,587 shares; 2025Q2: 1,705 shares; 2025Q3: 1,784 shares; 2025Q4: 1,759 shares 1,759 $240K 0.01% -25 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 3,535 shares; 2025Q3: 6,553 shares; 2025Q4: 6,542 shares 6,542 $239K 0.01% -11 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 3,863 shares; 2025Q1: 3,943 shares; 2025Q2: 3,823 shares; 2025Q3: 3,892 shares; 2025Q4: 3,085 shares 3,085 $239K 0.01% -807 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,287 shares; 2025Q1: 2,346 shares; 2025Q2: 2,439 shares; 2025Q3: not reported; 2025Q4: 2,442 shares 2,442 $239K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 184 shares; 2025Q1: 218 shares; 2025Q2: 209 shares; 2025Q3: 189 shares; 2025Q4: 171 shares 171 $238K 0.01% -18 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,990 shares; 2025Q1: 17,990 shares; 2025Q2: 17,990 shares; 2025Q3: 17,990 shares; 2025Q4: 17,992 shares 17,992 $238K 0.01% +2 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 2,837 shares; 2025Q1: 2,429 shares; 2025Q2: 2,051 shares; 2025Q3: 2,502 shares; 2025Q4: 2,392 shares 2,392 $238K 0.01% -110 Timeline KR KROGER CO More: the full row for KROGER 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: 2,861 shares; 2025Q3: 3,689 shares; 2025Q4: 3,794 shares 3,794 $237K 0.01% +105 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,453 shares; 2024Q4: 29,134 shares; 2025Q1: 29,119 shares; 2025Q2: 32,596 shares; 2025Q3: 32,543 shares; 2025Q4: 32,142 shares 32,142 $235K 0.01% -401 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,709 shares 5,709 $235K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,898 shares; 2025Q1: 3,428 shares; 2025Q2: 3,719 shares; 2025Q3: not reported; 2025Q4: 2,324 shares 2,324 $231K 0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 5,012 shares; 2025Q3: 7,254 shares; 2025Q4: 6,966 shares 6,966 $230K 0.01% -288 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: not reported; 2025Q1: 1,161 shares; 2025Q2: 1,176 shares; 2025Q3: 1,151 shares; 2025Q4: 1,312 shares 1,312 $230K 0.01% +161 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,292 shares 1,292 $227K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares 2,631 $225K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006 shares 2,006 $224K 0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 4,702 shares; 2025Q4: 4,663 shares 4,663 $224K 0.01% -39 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 1,927 shares; 2025Q3: 1,760 shares; 2025Q4: 1,765 shares 1,765 $224K 0.01% +5 Timeline IJS 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: 2,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: 1,953 shares 1,953 $222K 0.01% -14 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,421 shares 3,421 $222K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 7,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,114 shares 6,114 $222K 0.01% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT 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: 2,152 shares; 2025Q4: 1,978 shares 1,978 $219K 0.01% -174 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares 8,300 $218K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 978 shares 978 $218K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 2,952 shares 2,952 $218K 0.01% +298 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 907 shares; 2025Q1: 977 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares 1,341 $217K 0.01% new Timeline GWX 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: 14,437 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,473 shares; 2025Q3: 5,472 shares; 2025Q4: 5,318 shares 5,318 $217K 0.01% -154 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,062 shares; 2025Q1: 1,391 shares; 2025Q2: 1,870 shares; 2025Q3: 1,829 shares; 2025Q4: 875 shares 875 $216K 0.01% -954 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,181 shares 1,181 $216K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,912 shares; 2025Q4: 3,149 shares 3,149 $215K 0.01% +237 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,692 shares 4,692 $215K 0.01% new 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: 10,011 shares; 2024Q4: 1,327 shares; 2025Q1: 1,267 shares; 2025Q2: 1,128 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares 1,121 $215K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 2,349 shares; 2025Q4: 2,203 shares 2,203 $214K 0.01% -146 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,792 shares; 2025Q3: 1,904 shares; 2025Q4: 1,574 shares 1,574 $214K 0.01% -330 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,694 shares; 2025Q4: 2,049 shares 2,049 $213K 0.01% -645 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,905 shares; 2025Q2: 1,926 shares; 2025Q3: 1,621 shares; 2025Q4: 1,523 shares 1,523 $213K 0.01% -98 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,440 shares; 2025Q4: 1,494 shares 1,494 $213K 0.01% +54 Timeline CIBR 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: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares 2,978 $213K 0.01% 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: 1,946 shares; 2024Q4: 1,947 shares; 2025Q1: 1,969 shares; 2025Q2: 1,970 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares 1,994 $213K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 373 shares; 2025Q4: 366 shares 366 $213K 0.01% -7 Timeline