IUSV 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: 2,321,388 shares; 2024Q4: 2,586,389 shares; 2025Q1: 2,767,550 shares; 2025Q2: 3,036,844 shares; 2025Q3: 3,370,931 shares; 2025Q4: 3,772,169 shares 3,772,169 $387M 9.46% +401,238 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251,726 shares; 2024Q4: 2,387,215 shares; 2025Q1: 2,180,507 shares; 2025Q2: 2,203,650 shares; 2025Q3: 2,346,137 shares; 2025Q4: 2,615,739 shares 2,615,739 $279M 6.83% +269,602 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,620,587 shares; 2024Q4: 4,153,526 shares; 2025Q1: 4,135,251 shares; 2025Q2: 3,752,017 shares; 2025Q3: 4,222,690 shares; 2025Q4: 4,604,175 shares 4,604,175 $214M 5.24% +381,485 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,976 shares; 2024Q4: 1,801,697 shares; 2025Q1: 2,142,183 shares; 2025Q2: 2,349,882 shares; 2025Q3: 2,634,839 shares; 2025Q4: 2,886,475 shares 2,886,475 $212M 5.19% +251,636 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,995 shares; 2024Q4: 874,688 shares; 2025Q1: 869,695 shares; 2025Q2: 741,665 shares; 2025Q3: 805,325 shares; 2025Q4: 1,131,808 shares 1,131,808 $190M 4.65% +326,483 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: 531,906 shares; 2024Q4: 600,125 shares; 2025Q1: 788,617 shares; 2025Q2: 782,445 shares; 2025Q3: 880,946 shares; 2025Q4: 818,786 shares 818,786 $163M 3.98% -62,160 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,220 shares; 2024Q4: 1,477,499 shares; 2025Q1: 2,407,903 shares; 2025Q2: 2,692,601 shares; 2025Q3: 2,970,673 shares; 2025Q4: 2,442,525 shares 2,442,525 $122M 2.98% -528,148 Timeline AVEM 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: 2,703 shares; 2025Q1: 16,172 shares; 2025Q2: 27,207 shares; 2025Q3: 39,677 shares; 2025Q4: 1,475,543 shares 1,475,543 $114M 2.78% +1,435,866 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: 138,061 shares; 2024Q4: 150,133 shares; 2025Q1: 437,323 shares; 2025Q2: 486,809 shares; 2025Q3: 542,447 shares; 2025Q4: 328,543 shares 328,543 $95.3M 2.33% -213,904 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099,493 shares; 2024Q4: 1,138,267 shares; 2025Q1: 1,782,359 shares; 2025Q2: 1,469,931 shares; 2025Q3: 1,676,585 shares; 2025Q4: 2,099,816 shares 2,099,816 $93.4M 2.28% +423,231 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947,287 shares; 2024Q4: 1,110,623 shares; 2025Q1: 1,822,184 shares; 2025Q2: 1,562,415 shares; 2025Q3: 1,805,453 shares; 2025Q4: 2,045,637 shares 2,045,637 $89.3M 2.18% +240,184 Timeline DFIC 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: 2,644,018 shares; 2024Q4: 2,493,128 shares; 2025Q1: 4,730,371 shares; 2025Q2: 2,523,479 shares; 2025Q3: 2,553,719 shares; 2025Q4: 2,510,632 shares 2,510,632 $86.5M 2.12% -43,087 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840,775 shares; 2025Q3: 2,047,454 shares; 2025Q4: 2,671,379 shares 2,671,379 $84.6M 2.07% +623,925 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,315 shares; 2024Q4: 689,958 shares; 2025Q1: 1,593,512 shares; 2025Q2: 1,256,315 shares; 2025Q3: 1,358,664 shares; 2025Q4: 1,510,609 shares 1,510,609 $76.4M 1.87% +151,945 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,663 shares; 2024Q4: 727,374 shares; 2025Q1: 1,604,428 shares; 2025Q2: 1,094,296 shares; 2025Q3: 1,154,612 shares; 2025Q4: 1,252,271 shares 1,252,271 $66.1M 1.62% +97,659 Timeline FTEC 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: 168,770 shares; 2024Q4: 192,219 shares; 2025Q1: 214,133 shares; 2025Q2: 241,903 shares; 2025Q3: 263,250 shares; 2025Q4: 278,876 shares 278,876 $62.7M 1.53% +15,626 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269,077 shares; 2024Q4: 1,288,872 shares; 2025Q1: 2,475,711 shares; 2025Q2: 1,471,668 shares; 2025Q3: 1,527,200 shares; 2025Q4: 1,548,613 shares 1,548,613 $62.3M 1.52% +21,413 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: 249,363 shares; 2024Q4: 270,756 shares; 2025Q1: 444,211 shares; 2025Q2: 479,901 shares; 2025Q3: 550,887 shares; 2025Q4: 593,590 shares 593,590 $56.5M 1.38% +42,703 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032,362 shares; 2024Q4: 1,078,965 shares; 2025Q1: 2,117,604 shares; 2025Q2: 1,155,914 shares; 2025Q3: 1,184,479 shares; 2025Q4: 1,208,266 shares 1,208,266 $56.4M 1.38% +23,787 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: 122,491 shares; 2024Q4: 142,042 shares; 2025Q1: 75,934 shares; 2025Q2: 228,501 shares; 2025Q3: 242,138 shares; 2025Q4: 264,985 shares 264,985 $56.2M 1.37% +22,847 Timeline FSMD 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: not reported; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257,283 shares 1,257,283 $55.5M 1.36% new Timeline USIG 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: 439,778 shares; 2024Q4: 505,956 shares; 2025Q1: 755,221 shares; 2025Q2: 817,152 shares; 2025Q3: 938,833 shares; 2025Q4: 1,014,699 shares 1,014,699 $52.5M 1.28% +75,866 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: 402,734 shares; 2024Q4: 493,112 shares; 2025Q1: 356,377 shares; 2025Q2: 419,810 shares; 2025Q3: 440,725 shares; 2025Q4: 473,402 shares 473,402 $50.7M 1.24% +32,677 Timeline INTF 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: 1,203,074 shares; 2024Q4: 1,229,373 shares; 2025Q1: 2,290,401 shares; 2025Q2: 1,237,354 shares; 2025Q3: 1,259,454 shares; 2025Q4: 1,248,534 shares 1,248,534 $47.1M 1.15% -10,920 Timeline IGLB 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: 441,372 shares; 2024Q4: 1,082,317 shares; 2025Q1: 1,312,762 shares; 2025Q2: 1,279,517 shares; 2025Q3: 1,008,284 shares; 2025Q4: 930,521 shares 930,521 $46.9M 1.15% -77,763 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: 192,435 shares; 2024Q4: 282,649 shares; 2025Q1: 526,681 shares; 2025Q2: 713,729 shares; 2025Q3: 931,359 shares; 2025Q4: 1,097,089 shares 1,097,089 $41.8M 1.02% +165,730 Timeline ONEY 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: 67,027 shares; 2024Q4: 67,339 shares; 2025Q1: 421,115 shares; 2025Q2: 252,445 shares; 2025Q3: 263,788 shares; 2025Q4: 363,542 shares 363,542 $41.3M 1.01% +99,754 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,710 shares; 2024Q4: 359,180 shares; 2025Q1: 125,577 shares; 2025Q2: 454,736 shares; 2025Q3: 510,008 shares; 2025Q4: 598,995 shares 598,995 $40.4M 0.99% +88,987 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: 704,788 shares; 2024Q4: 767,016 shares; 2025Q1: 788,564 shares; 2025Q2: 905,403 shares; 2025Q3: 859,972 shares; 2025Q4: 793,054 shares 793,054 $39.9M 0.98% -66,918 Timeline LRGF 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: 375,104 shares; 2024Q4: 405,247 shares; 2025Q1: 436,674 shares; 2025Q2: 478,100 shares; 2025Q3: 526,364 shares; 2025Q4: 569,266 shares 569,266 $39.5M 0.97% +42,902 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,848 shares; 2024Q4: 617,629 shares; 2025Q1: 1,611,950 shares; 2025Q2: 1,586,659 shares; 2025Q3: 1,742,132 shares; 2025Q4: 2,244,274 shares 2,244,274 $39.3M 0.96% +502,142 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: not reported; 2024Q4: 477 shares; 2025Q1: not reported; 2025Q2: 329,758 shares; 2025Q3: 363,425 shares; 2025Q4: 623,771 shares 623,771 $37.4M 0.91% +260,346 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,545 shares; 2025Q1: 9,632 shares; 2025Q2: 8,384 shares; 2025Q3: 9,458 shares; 2025Q4: 771,355 shares 771,355 $37.3M 0.91% +761,897 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,895 shares; 2024Q4: 619,739 shares; 2025Q1: 905,627 shares; 2025Q2: 1,156,455 shares; 2025Q3: 1,459,162 shares; 2025Q4: 1,619,964 shares 1,619,964 $36.7M 0.9% +160,802 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,426 shares; 2025Q1: 34,076 shares; 2025Q2: 112,661 shares; 2025Q3: 126,135 shares; 2025Q4: 139,788 shares 139,788 $35M 0.86% +13,653 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,805 shares; 2024Q4: 775,541 shares; 2025Q1: 849,464 shares; 2025Q2: 971,032 shares; 2025Q3: 1,105,746 shares; 2025Q4: 694,210 shares 694,210 $32.7M 0.8% -411,536 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673,808 shares 673,808 $32.2M 0.79% new 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: 136,949 shares; 2024Q4: 138,732 shares; 2025Q1: 215,650 shares; 2025Q2: 141,354 shares; 2025Q3: 146,775 shares; 2025Q4: 146,975 shares 146,975 $27.4M 0.67% +200 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,738 shares; 2024Q4: 458,093 shares; 2025Q1: 63,492 shares; 2025Q2: 90,080 shares; 2025Q3: 104,702 shares; 2025Q4: 537,537 shares 537,537 $25.5M 0.62% +432,835 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,059 shares; 2024Q4: 294,867 shares; 2025Q1: 642,836 shares; 2025Q2: 404,973 shares; 2025Q3: 425,307 shares; 2025Q4: 502,128 shares 502,128 $22.9M 0.56% +76,821 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,757 shares; 2025Q3: 182,523 shares; 2025Q4: 206,700 shares 206,700 $21.2M 0.52% +24,177 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,807 shares; 2024Q4: 297,105 shares; 2025Q1: 465,100 shares; 2025Q2: 432,954 shares; 2025Q3: 472,295 shares; 2025Q4: 393,836 shares 393,836 $19.8M 0.48% -78,459 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: 58,797 shares; 2024Q4: 60,851 shares; 2025Q1: 106,197 shares; 2025Q2: 66,254 shares; 2025Q3: 68,407 shares; 2025Q4: 69,801 shares 69,801 $19M 0.46% +1,394 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034,846 shares; 2025Q2: 1,151,216 shares; 2025Q3: 1,257,158 shares; 2025Q4: 355,525 shares 355,525 $18.8M 0.46% -901,633 Timeline USRT 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: 548,867 shares; 2024Q4: 30 shares; 2025Q1: 226,036 shares; 2025Q2: 248,495 shares; 2025Q3: 286,298 shares; 2025Q4: 318,466 shares 318,466 $18.1M 0.44% +32,168 Timeline AVLV 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: 195,263 shares; 2024Q4: 195,004 shares; 2025Q1: 340,841 shares; 2025Q2: 209,142 shares; 2025Q3: 223,652 shares; 2025Q4: 233,118 shares 233,118 $17.7M 0.43% +9,466 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565,125 shares 565,125 $16.3M 0.4% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,457 shares 271,457 $13.2M 0.32% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,633 shares; 2024Q4: 178,958 shares; 2025Q1: 198,213 shares; 2025Q2: 254,661 shares; 2025Q3: 326,663 shares; 2025Q4: 374,496 shares 374,496 $13M 0.32% +47,833 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: 19,167 shares; 2024Q4: 24,952 shares; 2025Q1: 40,359 shares; 2025Q2: 35,021 shares; 2025Q3: 38,948 shares; 2025Q4: 41,393 shares 41,393 $13M 0.32% +2,445 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: 41,624 shares; 2024Q4: 44,195 shares; 2025Q1: 48,064 shares; 2025Q2: 51,115 shares; 2025Q3: 25,133 shares; 2025Q4: 26,572 shares 26,572 $12.9M 0.31% +1,439 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,688 shares; 2024Q4: 176,765 shares; 2025Q1: 306,946 shares; 2025Q2: 170,877 shares; 2025Q3: 176,894 shares; 2025Q4: 227,919 shares 227,919 $11.9M 0.29% +51,025 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: 33,439 shares; 2024Q4: 33,859 shares; 2025Q1: 61,540 shares; 2025Q2: 50,421 shares; 2025Q3: 49,555 shares; 2025Q4: 49,582 shares 49,582 $11.4M 0.28% +27 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: 272,247 shares; 2024Q4: 273,157 shares; 2025Q1: 294,263 shares; 2025Q2: 314,688 shares; 2025Q3: 121,047 shares; 2025Q4: 191,723 shares 191,723 $10.9M 0.27% +70,676 Timeline AVIG 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: 9,306 shares; 2025Q1: 47,262 shares; 2025Q2: 100,230 shares; 2025Q3: 185,584 shares; 2025Q4: 256,523 shares 256,523 $10.8M 0.26% +70,939 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: 31,458 shares; 2024Q4: 26,820 shares; 2025Q1: 37,486 shares; 2025Q2: 29,897 shares; 2025Q3: 33,115 shares; 2025Q4: 31,049 shares 31,049 $10M 0.24% -2,066 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: 14,333 shares; 2024Q4: 15,058 shares; 2025Q1: 19,999 shares; 2025Q2: 14,395 shares; 2025Q3: 15,052 shares; 2025Q4: 14,999 shares 14,999 $9.9M 0.24% -53 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,754 shares; 2025Q1: 45,412 shares; 2025Q2: 73,455 shares; 2025Q3: 105,223 shares; 2025Q4: 130,210 shares 130,210 $9.66M 0.24% +24,987 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: 28,563 shares; 2024Q4: 26,868 shares; 2025Q1: 37,502 shares; 2025Q2: 25,667 shares; 2025Q3: 26,663 shares; 2025Q4: 25,953 shares 25,953 $8.98M 0.22% -710 Timeline AVUS 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: 8,914 shares; 2025Q1: 24,613 shares; 2025Q2: 42,077 shares; 2025Q3: 66,377 shares; 2025Q4: 76,862 shares 76,862 $8.59M 0.21% +10,485 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,477 shares; 2025Q1: not reported; 2025Q2: 63,842 shares; 2025Q3: 110,480 shares; 2025Q4: 162,276 shares 162,276 $8.54M 0.21% +51,796 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314,847 shares 314,847 $7.98M 0.2% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,266 shares; 2024Q4: 23,199 shares; 2025Q1: 48,886 shares; 2025Q2: 59,114 shares; 2025Q3: 68,360 shares; 2025Q4: 269,641 shares 269,641 $7.45M 0.18% +201,281 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: 454,820 shares; 2024Q4: 466,733 shares; 2025Q1: 399,021 shares; 2025Q2: 423,510 shares; 2025Q3: 140,238 shares; 2025Q4: 160,728 shares 160,728 $7.4M 0.18% +20,490 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278,702 shares; 2025Q2: 149,653 shares; 2025Q3: 153,272 shares; 2025Q4: 156,783 shares 156,783 $6.97M 0.17% +3,511 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: 4,449 shares; 2025Q1: 16,225 shares; 2025Q2: 30,661 shares; 2025Q3: 55,760 shares; 2025Q4: 67,495 shares 67,495 $6.88M 0.17% +11,735 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 24,490 shares; 2025Q2: 55,603 shares; 2025Q3: 102,033 shares; 2025Q4: 140,865 shares 140,865 $6.75M 0.17% +38,832 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: 29,848 shares; 2024Q4: 35,373 shares; 2025Q1: 88,402 shares; 2025Q2: 74,790 shares; 2025Q3: 93,766 shares; 2025Q4: 85,354 shares 85,354 $6.57M 0.16% -8,412 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,862 shares; 2025Q1: 19,194 shares; 2025Q2: 43,563 shares; 2025Q3: 82,076 shares; 2025Q4: 112,523 shares 112,523 $6.1M 0.15% +30,447 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 4,884 shares; 2025Q1: 7,425 shares; 2025Q2: 8,060 shares; 2025Q3: 8,784 shares; 2025Q4: 8,939 shares 8,939 $5.61M 0.14% +155 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: not reported; 2024Q4: 4,383 shares; 2025Q1: 13,916 shares; 2025Q2: 27,438 shares; 2025Q3: 48,966 shares; 2025Q4: 58,638 shares 58,638 $5.51M 0.13% +9,672 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: 1,457 shares; 2024Q4: 4,837 shares; 2025Q1: 6,258 shares; 2025Q2: 8,681 shares; 2025Q3: 10,035 shares; 2025Q4: 10,475 shares 10,475 $5.27M 0.13% +440 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 8,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,467 shares; 2025Q4: 62,243 shares 62,243 $5.26M 0.13% +36,776 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: 1,348 shares; 2024Q4: 748 shares; 2025Q1: 353 shares; 2025Q2: 6,290 shares; 2025Q3: 15,649 shares; 2025Q4: 17,151 shares 17,151 $5.08M 0.12% +1,502 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: 2,353 shares; 2024Q4: 3,447 shares; 2025Q1: 6,084 shares; 2025Q2: 6,187 shares; 2025Q3: 7,038 shares; 2025Q4: 6,543 shares 6,543 $4.48M 0.11% -495 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,904 shares; 2025Q1: 15,620 shares; 2025Q2: 29,150 shares; 2025Q3: 49,815 shares; 2025Q4: 62,664 shares 62,664 $4.37M 0.11% +12,849 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,570 shares; 2024Q4: 181,311 shares; 2025Q1: 47,436 shares; 2025Q2: 67,397 shares; 2025Q3: 75,974 shares; 2025Q4: 83,920 shares 83,920 $4.29M 0.1% +7,946 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,219 shares; 2024Q4: 16,230 shares; 2025Q1: 12,210 shares; 2025Q2: 37,278 shares; 2025Q3: 66,660 shares; 2025Q4: 71,815 shares 71,815 $4.29M 0.1% +5,155 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 176 shares; 2025Q2: not reported; 2025Q3: 23,719 shares; 2025Q4: 25,002 shares 25,002 $3.98M 0.1% +1,283 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 5,683 shares; 2025Q1: 10,081 shares; 2025Q2: 7,316 shares; 2025Q3: 8,528 shares; 2025Q4: 8,732 shares 8,732 $3.93M 0.1% +204 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: 5,959 shares; 2024Q4: 6,664 shares; 2025Q1: 23,239 shares; 2025Q2: 32,764 shares; 2025Q3: 37,545 shares; 2025Q4: 40,419 shares 40,419 $3.88M 0.09% +2,874 Timeline EMHY 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: 7,073 shares; 2024Q4: 7,286 shares; 2025Q1: 47,516 shares; 2025Q2: 60,978 shares; 2025Q3: 52,461 shares; 2025Q4: 95,908 shares 95,908 $3.87M 0.09% +43,447 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: 20,923 shares; 2024Q4: 24,422 shares; 2025Q1: 25,106 shares; 2025Q2: 34,658 shares; 2025Q3: 16,764 shares; 2025Q4: 18,374 shares 18,374 $3.8M 0.09% +1,610 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: 2,433 shares; 2024Q4: 3,255 shares; 2025Q1: 1,718 shares; 2025Q2: 6,309 shares; 2025Q3: 7,507 shares; 2025Q4: 7,741 shares 7,741 $3.8M 0.09% +234 Timeline SPMB 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: 144,495 shares; 2024Q4: 151,390 shares; 2025Q1: 254,230 shares; 2025Q2: 176,942 shares; 2025Q3: 180,310 shares; 2025Q4: 168,854 shares 168,854 $3.78M 0.09% -11,456 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,159 shares; 2025Q1: 8,922 shares; 2025Q2: 15,439 shares; 2025Q3: 24,921 shares; 2025Q4: 29,946 shares 29,946 $3.57M 0.09% +5,025 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,575 shares; 2025Q1: 18,528 shares; 2025Q2: 39,438 shares; 2025Q3: 73,375 shares; 2025Q4: 93,280 shares 93,280 $3.55M 0.09% +19,905 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: 1,899 shares; 2024Q4: 11,744 shares; 2025Q1: 4,215 shares; 2025Q2: 18,635 shares; 2025Q3: 20,705 shares; 2025Q4: 21,993 shares 21,993 $3.53M 0.09% +1,288 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: 132 shares; 2025Q1: 9,106 shares; 2025Q2: 18,061 shares; 2025Q3: 88,963 shares; 2025Q4: 105,327 shares 105,327 $3.48M 0.09% +16,364 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 5,632 shares; 2025Q2: 17,152 shares; 2025Q3: 20,502 shares; 2025Q4: 22,234 shares 22,234 $3.39M 0.08% +1,732 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,258 shares; 2024Q4: 24,635 shares; 2025Q1: 15,514 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,040 shares 34,040 $3.35M 0.08% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 14,322 shares; 2025Q1: 8,293 shares; 2025Q2: 10,799 shares; 2025Q3: 10,321 shares; 2025Q4: 68,903 shares 68,903 $3.28M 0.08% +58,582 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 476 shares; 2025Q1: not reported; 2025Q2: 11,941 shares; 2025Q3: 14,308 shares; 2025Q4: 15,899 shares 15,899 $3.16M 0.08% +1,591 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: 13,063 shares; 2024Q4: 18,415 shares; 2025Q1: 22,741 shares; 2025Q2: 32,217 shares; 2025Q3: 36,695 shares; 2025Q4: 35,148 shares 35,148 $3.14M 0.08% -1,547 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: 3,259 shares; 2024Q4: 413 shares; 2025Q1: 219 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,817 shares 10,817 $3.09M 0.08% new Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 13,511 shares; 2025Q2: 23,795 shares; 2025Q3: 38,748 shares; 2025Q4: 56,533 shares 56,533 $3.06M 0.07% +17,785 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: 3,116 shares; 2024Q4: 346 shares; 2025Q1: 498 shares; 2025Q2: 22,538 shares; 2025Q3: 27,669 shares; 2025Q4: 30,473 shares 30,473 $3.04M 0.07% +2,804 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 6,038 shares; 2025Q1: 6,033 shares; 2025Q2: 19,078 shares; 2025Q3: 15,652 shares; 2025Q4: 17,713 shares 17,713 $3.03M 0.07% +2,061 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: 2,410 shares; 2024Q4: 1,680 shares; 2025Q1: 735 shares; 2025Q2: 19,078 shares; 2025Q3: 11,534 shares; 2025Q4: 12,478 shares 12,478 $3.02M 0.07% +944 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: 2,925 shares; 2024Q4: 3,561 shares; 2025Q1: 5,834 shares; 2025Q2: 9,467 shares; 2025Q3: 11,606 shares; 2025Q4: 11,688 shares 11,688 $3M 0.07% +82 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 6,709 shares; 2025Q1: 9,641 shares; 2025Q2: 7,405 shares; 2025Q3: 8,458 shares; 2025Q4: 8,507 shares 8,507 $2.98M 0.07% +49 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: 2,354 shares; 2024Q4: 3,441 shares; 2025Q1: 5,003 shares; 2025Q2: 7,087 shares; 2025Q3: 8,382 shares; 2025Q4: 8,681 shares 8,681 $2.93M 0.07% +299 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: 2,813 shares; 2024Q4: 3,922 shares; 2025Q1: 4,793 shares; 2025Q2: 5,547 shares; 2025Q3: 5,791 shares; 2025Q4: 5,991 shares 5,991 $2.92M 0.07% +200 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: 3,149 shares; 2024Q4: 3,617 shares; 2025Q1: 13,126 shares; 2025Q2: 7,233 shares; 2025Q3: 8,844 shares; 2025Q4: 9,173 shares 9,173 $2.88M 0.07% +329 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,674 shares; 2024Q4: 205,393 shares; 2025Q1: 208,610 shares; 2025Q2: 191,920 shares; 2025Q3: 213,482 shares; 2025Q4: 214,499 shares 214,499 $2.87M 0.07% +1,017 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: 75,182 shares; 2024Q4: 79,600 shares; 2025Q1: 176,531 shares; 2025Q2: 87,788 shares; 2025Q3: 77,084 shares; 2025Q4: 69,212 shares 69,212 $2.82M 0.07% -7,872 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: 22,686 shares; 2024Q4: 20,224 shares; 2025Q1: 27,064 shares; 2025Q2: 21,891 shares; 2025Q3: 13,964 shares; 2025Q4: 14,090 shares 14,090 $2.75M 0.07% +126 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,380 shares; 2024Q4: 140,621 shares; 2025Q1: 141,171 shares; 2025Q2: 132,731 shares; 2025Q3: 139,494 shares; 2025Q4: 151,562 shares 151,562 $2.73M 0.07% +12,068 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,403 shares; 2025Q1: 6,093 shares; 2025Q2: 8,175 shares; 2025Q3: 9,567 shares; 2025Q4: 9,547 shares 9,547 $2.7M 0.07% -20 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 92,480 shares 92,480 $2.65M 0.06% new 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: 417 shares; 2024Q4: 357 shares; 2025Q1: 3,411 shares; 2025Q2: 3,887 shares; 2025Q3: 4,122 shares; 2025Q4: 4,290 shares 4,290 $2.64M 0.06% +168 Timeline TOPT 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: 84,586 shares; 2025Q4: 84,092 shares 84,092 $2.63M 0.06% -494 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,212 shares 40,212 $2.62M 0.06% new 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: 2,147 shares; 2025Q1: 8,998 shares; 2025Q2: 12,703 shares; 2025Q3: 15,289 shares; 2025Q4: 13,411 shares 13,411 $2.61M 0.06% -1,878 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: 13,608 shares; 2025Q2: 16,639 shares; 2025Q3: 17,115 shares; 2025Q4: 18,066 shares 18,066 $2.57M 0.06% +951 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2,091 shares; 2025Q2: 3,513 shares; 2025Q3: 9,136 shares; 2025Q4: 12,995 shares 12,995 $2.49M 0.06% +3,859 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,391 shares; 2024Q4: 48,086 shares; 2025Q1: 63,878 shares; 2025Q2: 56,456 shares; 2025Q3: 58,357 shares; 2025Q4: 60,995 shares 60,995 $2.48M 0.06% +2,638 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: 5,401 shares; 2024Q4: 7,389 shares; 2025Q1: 1,287 shares; 2025Q2: 12,147 shares; 2025Q3: 12,557 shares; 2025Q4: 12,974 shares 12,974 $2.48M 0.06% +417 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,494 shares; 2025Q4: 306,255 shares 306,255 $2.47M 0.06% +40,761 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,014 shares 6,014 $2.39M 0.06% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,752 shares 13,752 $2.39M 0.06% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 1,465 shares; 2025Q2: 13,765 shares; 2025Q3: 34,767 shares; 2025Q4: 36,824 shares 36,824 $2.37M 0.06% +2,057 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: 379 shares; 2024Q4: 497 shares; 2025Q1: 414 shares; 2025Q2: 535 shares; 2025Q3: 3,190 shares; 2025Q4: 3,561 shares 3,561 $2.36M 0.06% +371 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,652 shares 17,652 $2.34M 0.06% new 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: 2,972 shares; 2024Q4: 2,731 shares; 2025Q1: 3,221 shares; 2025Q2: 3,478 shares; 2025Q3: 2,176 shares; 2025Q4: 2,169 shares 2,169 $2.33M 0.06% -7 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,394 shares; 2025Q1: 14,912 shares; 2025Q2: 19,009 shares; 2025Q3: 21,598 shares; 2025Q4: 23,881 shares 23,881 $2.28M 0.06% +2,283 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: 3,431 shares; 2024Q4: 3,578 shares; 2025Q1: 6,483 shares; 2025Q2: 6,901 shares; 2025Q3: 7,404 shares; 2025Q4: 6,859 shares 6,859 $2.25M 0.05% -545 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: 14,430 shares; 2024Q4: 16,084 shares; 2025Q1: 35,052 shares; 2025Q2: 53,969 shares; 2025Q3: 55,806 shares; 2025Q4: 56,620 shares 56,620 $2.24M 0.05% +814 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,639 shares; 2024Q4: 122,956 shares; 2025Q1: 235,082 shares; 2025Q2: 219,003 shares; 2025Q3: 238,030 shares; 2025Q4: 239,428 shares 239,428 $2.23M 0.05% +1,398 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: 7,257 shares; 2024Q4: 8,066 shares; 2025Q1: 17,264 shares; 2025Q2: 7,137 shares; 2025Q3: 7,511 shares; 2025Q4: 7,998 shares 7,998 $2.15M 0.05% +487 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,164 shares; 2024Q4: 45,349 shares; 2025Q1: 53,650 shares; 2025Q2: 77,876 shares; 2025Q3: 97,010 shares; 2025Q4: 107,157 shares 107,157 $2.13M 0.05% +10,147 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,673 shares; 2025Q1: 4,059 shares; 2025Q2: 2,301 shares; 2025Q3: 2,375 shares; 2025Q4: 22,633 shares 22,633 $2.12M 0.05% +20,258 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: 10,028 shares; 2025Q1: 7,054 shares; 2025Q2: 8,689 shares; 2025Q3: 11,448 shares; 2025Q4: 12,252 shares 12,252 $2.1M 0.05% +804 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: 23,418 shares; 2024Q4: 21,355 shares; 2025Q1: 41,107 shares; 2025Q2: 19,683 shares; 2025Q3: 19,489 shares; 2025Q4: 19,866 shares 19,866 $2.09M 0.05% +377 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,677 shares; 2025Q1: 2,441 shares; 2025Q2: 2,907 shares; 2025Q3: 3,417 shares; 2025Q4: 3,627 shares 3,627 $2.07M 0.05% +210 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 1,398 shares; 2025Q2: 2,068 shares; 2025Q3: 5,761 shares; 2025Q4: 5,726 shares 5,726 $2.02M 0.05% -35 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,594 shares; 2025Q4: 4,686 shares 4,686 $1.97M 0.05% +92 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: 2,895 shares; 2024Q4: 3,953 shares; 2025Q1: 2,777 shares; 2025Q2: 4,154 shares; 2025Q3: 4,538 shares; 2025Q4: 5,052 shares 5,052 $1.94M 0.05% +514 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: 26,094 shares; 2024Q4: 22,355 shares; 2025Q1: 35,088 shares; 2025Q2: 24,215 shares; 2025Q3: 15,606 shares; 2025Q4: 15,764 shares 15,764 $1.9M 0.05% +158 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 47 shares; 2025Q2: 539 shares; 2025Q3: 2,137 shares; 2025Q4: 2,224 shares 2,224 $1.82M 0.04% +87 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,729 shares; 2024Q4: 29,959 shares; 2025Q1: 33,425 shares; 2025Q2: 38,401 shares; 2025Q3: 31,572 shares; 2025Q4: 22,336 shares 22,336 $1.78M 0.04% -9,236 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,438 shares; 2025Q2: 5,799 shares; 2025Q3: 28,267 shares; 2025Q4: 64,809 shares 64,809 $1.76M 0.04% +36,542 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,497 shares; 2025Q1: 5,730 shares; 2025Q2: 21,523 shares; 2025Q3: 23,148 shares; 2025Q4: 25,024 shares 25,024 $1.74M 0.04% +1,876 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 2,755 shares; 2025Q1: 1,245 shares; 2025Q2: 3,482 shares; 2025Q3: 2,552 shares; 2025Q4: 2,708 shares 2,708 $1.66M 0.04% +156 Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 52,465 shares 52,465 $1.62M 0.04% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 18,568 shares; 2025Q1: 23,540 shares; 2025Q2: 15,943 shares; 2025Q3: 14,384 shares; 2025Q4: 13,392 shares 13,392 $1.62M 0.04% -992 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,991 shares; 2025Q1: 1,638 shares; 2025Q2: 4,485 shares; 2025Q3: 4,263 shares; 2025Q4: 5,714 shares 5,714 $1.61M 0.04% +1,451 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 9,609 shares; 2025Q1: 35,402 shares; 2025Q2: 14,068 shares; 2025Q3: 14,597 shares; 2025Q4: 15,677 shares 15,677 $1.61M 0.04% +1,080 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 4,656 shares; 2025Q1: 7,326 shares; 2025Q2: 7,004 shares; 2025Q3: 6,783 shares; 2025Q4: 5,540 shares 5,540 $1.6M 0.04% -1,243 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,460 shares; 2025Q1: 13,752 shares; 2025Q2: 6,723 shares; 2025Q3: 5,582 shares; 2025Q4: 4,697 shares 4,697 $1.55M 0.04% -885 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: 1,005 shares; 2024Q4: 1,323 shares; 2025Q1: 2,060 shares; 2025Q2: 3,290 shares; 2025Q3: 2,773 shares; 2025Q4: 2,704 shares 2,704 $1.55M 0.04% -69 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 3,045 shares; 2025Q1: 7,221 shares; 2025Q2: 12,124 shares; 2025Q3: 12,079 shares; 2025Q4: 13,127 shares 13,127 $1.51M 0.04% +1,048 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,132 shares; 2024Q4: 161,879 shares; 2025Q1: 162,661 shares; 2025Q2: 225,123 shares; 2025Q3: 212,060 shares; 2025Q4: 190,766 shares 190,766 $1.48M 0.04% -21,294 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 6,628 shares; 2025Q1: 8,598 shares; 2025Q2: 12,784 shares; 2025Q3: 13,691 shares; 2025Q4: 13,468 shares 13,468 $1.44M 0.04% -223 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 171 shares; 2025Q2: 2,423 shares; 2025Q3: 3,689 shares; 2025Q4: 6,423 shares 6,423 $1.43M 0.03% +2,734 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: 5,529 shares; 2024Q4: 7,108 shares; 2025Q1: 9,369 shares; 2025Q2: 6,846 shares; 2025Q3: 6,203 shares; 2025Q4: 6,119 shares 6,119 $1.4M 0.03% -84 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 6,928 shares; 2025Q1: 9,311 shares; 2025Q2: 11,550 shares; 2025Q3: 12,593 shares; 2025Q4: 12,875 shares 12,875 $1.4M 0.03% +282 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: 2,016 shares; 2024Q4: 3,297 shares; 2025Q1: 4,497 shares; 2025Q2: 2,358 shares; 2025Q3: 4,671 shares; 2025Q4: 5,069 shares 5,069 $1.4M 0.03% +398 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,837 shares; 2025Q1: 5,269 shares; 2025Q2: 7,711 shares; 2025Q3: 8,882 shares; 2025Q4: 7,962 shares 7,962 $1.39M 0.03% -920 Timeline PII POLARIS INC More: the full row for POLARIS 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: 22,606 shares; 2025Q2: 26,909 shares; 2025Q3: 23,415 shares; 2025Q4: 21,847 shares 21,847 $1.38M 0.03% -1,568 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: 130 shares; 2025Q1: 3,567 shares; 2025Q2: 4,240 shares; 2025Q3: 5,317 shares; 2025Q4: 5,677 shares 5,677 $1.38M 0.03% +360 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 3,480 shares; 2025Q1: 4,816 shares; 2025Q2: 4,990 shares; 2025Q3: 2,035 shares; 2025Q4: 1,464 shares 1,464 $1.37M 0.03% -571 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 51,862 shares; 2025Q1: 73,355 shares; 2025Q2: 91,714 shares; 2025Q3: 81,580 shares; 2025Q4: 77,713 shares 77,713 $1.35M 0.03% -3,867 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,439 shares; 2024Q4: 21,048 shares; 2025Q1: 23,997 shares; 2025Q2: 35,050 shares; 2025Q3: 35,390 shares; 2025Q4: 35,977 shares 35,977 $1.35M 0.03% +587 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,727 shares; 2024Q4: 52,757 shares; 2025Q1: 29,913 shares; 2025Q2: 37,886 shares; 2025Q3: 38,948 shares; 2025Q4: 38,645 shares 38,645 $1.34M 0.03% -303 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 12,298 shares; 2025Q1: 23,615 shares; 2025Q2: 19,081 shares; 2025Q3: 21,424 shares; 2025Q4: 23,339 shares 23,339 $1.34M 0.03% +1,915 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: 1,576 shares; 2024Q4: 1,356 shares; 2025Q1: 1,710 shares; 2025Q2: 1,652 shares; 2025Q3: 4,562 shares; 2025Q4: 3,791 shares 3,791 $1.33M 0.03% -771 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 9 shares; 2025Q2: 7,009 shares; 2025Q3: 4,511 shares; 2025Q4: 10,526 shares 10,526 $1.32M 0.03% +6,015 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 13,856 shares; 2025Q1: 28,952 shares; 2025Q2: 21,859 shares; 2025Q3: 19,891 shares; 2025Q4: 19,760 shares 19,760 $1.32M 0.03% -131 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,314 shares; 2024Q4: 107,460 shares; 2025Q1: 98,883 shares; 2025Q2: 92,211 shares; 2025Q3: 83,025 shares; 2025Q4: 74,252 shares 74,252 $1.32M 0.03% -8,773 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 2,055 shares; 2025Q1: 3,341 shares; 2025Q2: 5,095 shares; 2025Q3: 5,347 shares; 2025Q4: 7,608 shares 7,608 $1.32M 0.03% +2,261 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,902 shares; 2025Q1: 2,632 shares; 2025Q2: 2,879 shares; 2025Q3: 2,908 shares; 2025Q4: 3,371 shares 3,371 $1.32M 0.03% +463 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: 2,508 shares; 2024Q4: 3,789 shares; 2025Q1: 1,398 shares; 2025Q2: 10,949 shares; 2025Q3: 10,303 shares; 2025Q4: 10,715 shares 10,715 $1.32M 0.03% +412 Timeline GJUL 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: 9,714 shares; 2024Q4: 9,781 shares; 2025Q1: 27,478 shares; 2025Q2: 27,184 shares; 2025Q3: 29,165 shares; 2025Q4: 31,813 shares 31,813 $1.31M 0.03% +2,648 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 11,684 shares; 2025Q1: 23,794 shares; 2025Q2: 25,972 shares; 2025Q3: 30,109 shares; 2025Q4: 25,936 shares 25,936 $1.31M 0.03% -4,173 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 22,886 shares; 2025Q1: 28,553 shares; 2025Q2: 28,162 shares; 2025Q3: 23,242 shares; 2025Q4: 16,873 shares 16,873 $1.3M 0.03% -6,369 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,060 shares; 2025Q1: 1,720 shares; 2025Q2: 1,917 shares; 2025Q3: 1,826 shares; 2025Q4: 3,007 shares 3,007 $1.29M 0.03% +1,181 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,602 shares; 2025Q1: 39,492 shares; 2025Q2: 42,148 shares; 2025Q3: 42,259 shares; 2025Q4: 50,546 shares 50,546 $1.26M 0.03% +8,287 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 20,155 shares; 2025Q2: 24,793 shares; 2025Q3: 27,671 shares; 2025Q4: 28,653 shares 28,653 $1.26M 0.03% +982 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 7,026 shares; 2025Q1: 68,651 shares; 2025Q2: 17,249 shares; 2025Q3: 18,537 shares; 2025Q4: 19,773 shares 19,773 $1.25M 0.03% +1,236 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,550 shares; 2025Q4: 5,703 shares 5,703 $1.24M 0.03% +153 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 5,556 shares; 2025Q1: 27,165 shares; 2025Q2: 16,683 shares; 2025Q3: 26,728 shares; 2025Q4: 28,139 shares 28,139 $1.22M 0.03% +1,411 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 7,148 shares; 2025Q1: 49 shares; 2025Q2: 12,126 shares; 2025Q3: 17,771 shares; 2025Q4: 18,046 shares 18,046 $1.21M 0.03% +275 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 316 shares; 2025Q1: 926 shares; 2025Q2: 3,199 shares; 2025Q3: 6,579 shares; 2025Q4: 6,761 shares 6,761 $1.2M 0.03% +182 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 16,699 shares; 2025Q4: 15,531 shares 15,531 $1.2M 0.03% -1,168 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 9,690 shares 9,690 $1.19M 0.03% +6,069 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: 688 shares; 2024Q4: 804 shares; 2025Q1: 1,454 shares; 2025Q2: 1,434 shares; 2025Q3: 1,526 shares; 2025Q4: 1,353 shares 1,353 $1.17M 0.03% -173 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 5,217 shares; 2025Q1: 9,491 shares; 2025Q2: 6,991 shares; 2025Q3: 7,384 shares; 2025Q4: 8,675 shares 8,675 $1.15M 0.03% +1,291 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: 12,097 shares; 2024Q4: 8,747 shares; 2025Q1: 11,316 shares; 2025Q2: 5,542 shares; 2025Q3: 5,823 shares; 2025Q4: 6,142 shares 6,142 $1.13M 0.03% +319 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,145 shares; 2024Q4: 15,686 shares; 2025Q1: not reported; 2025Q2: 22,997 shares; 2025Q3: 22,274 shares; 2025Q4: 23,002 shares 23,002 $1.11M 0.03% +728 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,392 shares; 2025Q1: 11,988 shares; 2025Q2: 11,852 shares; 2025Q3: 16,876 shares; 2025Q4: 15,849 shares 15,849 $1.1M 0.03% -1,027 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 63,957 shares; 2025Q3: 86,987 shares; 2025Q4: 104,150 shares 104,150 $1.09M 0.03% +17,163 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: 9,066 shares; 2024Q4: 15,930 shares; 2025Q1: 18,085 shares; 2025Q2: 18,427 shares; 2025Q3: 16,063 shares; 2025Q4: 17,272 shares 17,272 $1.08M 0.03% +1,209 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,597 shares; 2024Q4: 17,142 shares; 2025Q1: not reported; 2025Q2: 23,850 shares; 2025Q3: 37,011 shares; 2025Q4: 38,511 shares 38,511 $1.07M 0.03% +1,500 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 4,522 shares; 2025Q4: 4,661 shares 4,661 $1.06M 0.03% +139 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 854 shares; 2025Q1: 2,580 shares; 2025Q2: 2,375 shares; 2025Q3: 2,311 shares; 2025Q4: 2,261 shares 2,261 $1.06M 0.03% -50 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,474 shares; 2024Q4: 23,629 shares; 2025Q1: 25,478 shares; 2025Q2: 26,552 shares; 2025Q3: 27,313 shares; 2025Q4: 30,418 shares 30,418 $1.04M 0.03% +3,105 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: 852 shares; 2024Q4: 1,362 shares; 2025Q1: 1,705 shares; 2025Q2: 2,205 shares; 2025Q3: 1,735 shares; 2025Q4: 2,136 shares 2,136 $1.03M 0.03% +401 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,340 shares; 2025Q1: 5,179 shares; 2025Q2: 7,269 shares; 2025Q3: 7,003 shares; 2025Q4: 7,976 shares 7,976 $1.03M 0.03% +973 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 6,845 shares; 2025Q2: 3,480 shares; 2025Q3: 4,431 shares; 2025Q4: 3,760 shares 3,760 $1.03M 0.03% -671 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 5,797 shares; 2025Q1: 22 shares; 2025Q2: 13,846 shares; 2025Q3: 23,228 shares; 2025Q4: 47,058 shares 47,058 $1.02M 0.02% +23,830 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: 3,918 shares; 2024Q4: 3,965 shares; 2025Q1: 7,374 shares; 2025Q2: 4,715 shares; 2025Q3: 7,409 shares; 2025Q4: 4,462 shares 4,462 $1.02M 0.02% -2,947 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,652 shares; 2025Q1: 15,573 shares; 2025Q2: 24,881 shares; 2025Q3: 20,880 shares; 2025Q4: 21,957 shares 21,957 $1.01M 0.02% +1,077 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,679 shares; 2025Q4: 14,733 shares 14,733 $1.01M 0.02% +54 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: 11,198 shares; 2024Q4: 12,063 shares; 2025Q1: 12,473 shares; 2025Q2: 14,985 shares; 2025Q3: 2,941 shares; 2025Q4: 2,990 shares 2,990 $1M 0.02% +49 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,068 shares; 2025Q1: 8,574 shares; 2025Q2: 9,537 shares; 2025Q3: 9,624 shares; 2025Q4: 8,972 shares 8,972 $1M 0.02% -652 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,620 shares; 2025Q2: 2,423 shares; 2025Q3: 2,699 shares; 2025Q4: 2,668 shares 2,668 $1M 0.02% -31 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,654 shares; 2025Q3: 14,194 shares; 2025Q4: 13,530 shares 13,530 $989K 0.02% -664 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 3,498 shares; 2025Q1: 4,687 shares; 2025Q2: 5,158 shares; 2025Q3: 4,239 shares; 2025Q4: 4,357 shares 4,357 $973K 0.02% +118 Timeline PFFD 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: 30,646 shares; 2024Q4: 33,504 shares; 2025Q1: 55,766 shares; 2025Q2: 42,582 shares; 2025Q3: 42,480 shares; 2025Q4: 49,572 shares 49,572 $937K 0.02% +7,092 Timeline JMST 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: 4,639 shares; 2025Q1: 143,361 shares; 2025Q2: 95,885 shares; 2025Q3: 100,216 shares; 2025Q4: 18,139 shares 18,139 $924K 0.02% -82,077 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 20,866 shares; 2025Q1: 35,987 shares; 2025Q2: 41,116 shares; 2025Q3: 17,141 shares; 2025Q4: 23,545 shares 23,545 $918K 0.02% +6,404 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 11,695 shares; 2025Q1: 15,636 shares; 2025Q2: 20,465 shares; 2025Q3: 24,979 shares; 2025Q4: 31,584 shares 31,584 $918K 0.02% +6,605 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 662 shares; 2025Q2: 541 shares; 2025Q3: 5,683 shares; 2025Q4: 5,486 shares 5,486 $912K 0.02% -197 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 205 shares; 2025Q2: 5,397 shares; 2025Q3: 4,711 shares; 2025Q4: 4,879 shares 4,879 $903K 0.02% +168 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest 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: 25,135 shares; 2025Q4: 25,411 shares 25,411 $898K 0.02% +276 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: 667 shares; 2024Q4: 868 shares; 2025Q1: 1,138 shares; 2025Q2: 906 shares; 2025Q3: 1,429 shares; 2025Q4: 1,539 shares 1,539 $883K 0.02% +110 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,069 shares; 2025Q3: 8,033 shares; 2025Q4: 11,254 shares 11,254 $858K 0.02% +3,221 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: 26,946 shares; 2024Q4: 16,116 shares; 2025Q1: 14,030 shares; 2025Q2: 11,931 shares; 2025Q3: 13,982 shares; 2025Q4: 15,521 shares 15,521 $854K 0.02% +1,539 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,308 shares; 2024Q4: 12,354 shares; 2025Q1: 18,410 shares; 2025Q2: 19,424 shares; 2025Q3: 19,621 shares; 2025Q4: 20,050 shares 20,050 $829K 0.02% +429 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 7 shares; 2025Q2: 8,591 shares; 2025Q3: 9,125 shares; 2025Q4: 9,534 shares 9,534 $823K 0.02% +409 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: 3,154 shares; 2024Q4: 3,832 shares; 2025Q1: 6,392 shares; 2025Q2: 6,409 shares; 2025Q3: 6,698 shares; 2025Q4: 6,562 shares 6,562 $809K 0.02% -136 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: 8,168 shares; 2024Q4: 8,098 shares; 2025Q1: 12,118 shares; 2025Q2: 8,940 shares; 2025Q3: 9,475 shares; 2025Q4: 10,025 shares 10,025 $805K 0.02% +550 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6,757 shares; 2025Q3: 10,341 shares; 2025Q4: 11,161 shares 11,161 $799K 0.02% +820 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 6,094 shares; 2025Q3: 8,411 shares; 2025Q4: 8,232 shares 8,232 $792K 0.02% -179 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: 3,041 shares 3,041 $781K 0.02% +1,352 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: 3,832 shares; 2024Q4: 4,128 shares; 2025Q1: 4,616 shares; 2025Q2: 5,534 shares; 2025Q3: 5,868 shares; 2025Q4: 8,248 shares 8,248 $772K 0.02% +2,380 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,216 shares; 2024Q4: 18,839 shares; 2025Q1: 13,546 shares; 2025Q2: 17,209 shares; 2025Q3: 18,581 shares; 2025Q4: 17,276 shares 17,276 $772K 0.02% -1,305 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 841 shares; 2025Q1: 6 shares; 2025Q2: 3,354 shares; 2025Q3: 3,628 shares; 2025Q4: 2,556 shares 2,556 $769K 0.02% -1,072 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,625 shares; 2025Q1: 32,419 shares; 2025Q2: 17,694 shares; 2025Q3: 17,790 shares; 2025Q4: 15,105 shares 15,105 $754K 0.02% -2,685 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,553 shares; 2025Q1: 5,678 shares; 2025Q2: 7,567 shares; 2025Q3: 5,683 shares; 2025Q4: 6,427 shares 6,427 $750K 0.02% +744 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: 3,976 shares; 2024Q4: 7,829 shares; 2025Q1: 10,520 shares; 2025Q2: 15,109 shares; 2025Q3: 14,009 shares; 2025Q4: 13,700 shares 13,700 $739K 0.02% -309 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 16,331 shares; 2025Q2: 21,605 shares; 2025Q3: 23,715 shares; 2025Q4: 25,864 shares 25,864 $731K 0.02% +2,149 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: 185,401 shares; 2024Q4: 215,995 shares; 2025Q1: not reported; 2025Q2: 6,963 shares; 2025Q3: 6,897 shares; 2025Q4: 10,140 shares 10,140 $724K 0.02% +3,243 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: 9,993 shares; 2024Q4: 9,639 shares; 2025Q1: 11,365 shares; 2025Q2: 9,160 shares; 2025Q3: 5,819 shares; 2025Q4: 6,419 shares 6,419 $715K 0.02% +600 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA 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: 3,204 shares; 2025Q2: 3,729 shares; 2025Q3: 3,650 shares; 2025Q4: 3,521 shares 3,521 $715K 0.02% -129 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: 3,009 shares; 2024Q4: 5,590 shares; 2025Q1: 4,567 shares; 2025Q2: 6,439 shares; 2025Q3: 6,699 shares; 2025Q4: 8,878 shares 8,878 $712K 0.02% +2,179 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,794 shares; 2024Q4: 21,530 shares; 2025Q1: 25,708 shares; 2025Q2: 39,077 shares; 2025Q3: 36,610 shares; 2025Q4: 5,446 shares 5,446 $696K 0.02% -31,164 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 1,900 shares; 2025Q1: 2,418 shares; 2025Q2: 1,138 shares; 2025Q3: 1,513 shares; 2025Q4: 1,310 shares 1,310 $685K 0.02% -203 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,543 shares; 2024Q4: 6,643 shares; 2025Q1: 9,982 shares; 2025Q2: 4,737 shares; 2025Q3: 4,626 shares; 2025Q4: 4,725 shares 4,725 $684K 0.02% +99 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: 2,745 shares; 2024Q4: 1,717 shares; 2025Q1: 2,569 shares; 2025Q2: 2,798 shares; 2025Q3: 3,423 shares; 2025Q4: 4,406 shares 4,406 $677K 0.02% +983 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: 446 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,977 shares 4,977 $675K 0.02% new 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: 60,844 shares; 2024Q4: 47,724 shares; 2025Q1: 71,331 shares; 2025Q2: 30,850 shares; 2025Q3: 18,558 shares; 2025Q4: 22,468 shares 22,468 $672K 0.02% +3,910 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,748 shares; 2024Q4: 33,633 shares; 2025Q1: 28,242 shares; 2025Q2: 23,292 shares; 2025Q3: 28,474 shares; 2025Q4: 23,954 shares 23,954 $670K 0.02% -4,520 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: 5,140 shares; 2024Q4: 4,695 shares; 2025Q1: 4,848 shares; 2025Q2: 2,194 shares; 2025Q3: 2,193 shares; 2025Q4: 2,292 shares 2,292 $665K 0.02% +99 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: 773 shares; 2024Q4: 456 shares; 2025Q1: 1,207 shares; 2025Q2: 1,306 shares; 2025Q3: 1,493 shares; 2025Q4: 1,163 shares 1,163 $659K 0.02% -330 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,115 shares; 2025Q1: 2,139 shares; 2025Q2: 1,757 shares; 2025Q3: 2,168 shares; 2025Q4: 2,135 shares 2,135 $649K 0.02% -33 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: 7,080 shares; 2024Q4: 7,358 shares; 2025Q1: 7,964 shares; 2025Q2: 4,888 shares; 2025Q3: 4,330 shares; 2025Q4: 4,228 shares 4,228 $644K 0.02% -102 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 7,514 shares; 2025Q1: 5,594 shares; 2025Q2: 6,567 shares; 2025Q3: 3,391 shares; 2025Q4: 6,208 shares 6,208 $626K 0.02% +2,817 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: 3,561 shares; 2024Q4: 2,041 shares; 2025Q1: 2,665 shares; 2025Q2: 1,760 shares; 2025Q3: 1,745 shares; 2025Q4: 1,746 shares 1,746 $617K 0.02% +1 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: 6,288 shares; 2024Q4: 6,439 shares; 2025Q1: 1,321 shares; 2025Q2: 4,278 shares; 2025Q3: 4,676 shares; 2025Q4: 5,091 shares 5,091 $610K 0.01% +415 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,596 shares; 2024Q4: 29,988 shares; 2025Q1: 76,855 shares; 2025Q2: 65,465 shares; 2025Q3: 23,351 shares; 2025Q4: 19,879 shares 19,879 $605K 0.01% -3,472 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: 4,568 shares; 2024Q4: 11,747 shares; 2025Q1: 18,992 shares; 2025Q2: 20,587 shares; 2025Q3: 12,205 shares; 2025Q4: 12,881 shares 12,881 $594K 0.01% +676 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: 436 shares; 2024Q4: 512 shares; 2025Q1: 504 shares; 2025Q2: 604 shares; 2025Q3: 504 shares; 2025Q4: 861 shares 861 $587K 0.01% +357 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,605 shares; 2025Q1: 3,775 shares; 2025Q2: 5,539 shares; 2025Q3: 5,748 shares; 2025Q4: 5,792 shares 5,792 $580K 0.01% +44 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: 8,334 shares; 2024Q4: 10,518 shares; 2025Q1: 11,181 shares; 2025Q2: 9,587 shares; 2025Q3: 4,115 shares; 2025Q4: 4,048 shares 4,048 $580K 0.01% -67 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,691 shares; 2025Q1: 10,323 shares; 2025Q2: 3,404 shares; 2025Q3: 2,680 shares; 2025Q4: 2,189 shares 2,189 $580K 0.01% -491 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 1,439 shares; 2025Q2: 1,973 shares; 2025Q3: 1,185 shares; 2025Q4: 1,750 shares 1,750 $560K 0.01% +565 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: 2,864 shares; 2024Q4: 1,997 shares; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 4,682 shares; 2025Q4: 4,665 shares 4,665 $557K 0.01% -17 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,929 shares; 2025Q2: 6,111 shares; 2025Q3: 11,564 shares; 2025Q4: 14,426 shares 14,426 $556K 0.01% +2,862 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 4,759 shares; 2025Q1: 10,319 shares; 2025Q2: 4,234 shares; 2025Q3: 3,741 shares; 2025Q4: 2,739 shares 2,739 $556K 0.01% -1,002 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: 4,120 shares; 2025Q1: 8,531 shares; 2025Q2: 7,427 shares; 2025Q3: 8,218 shares; 2025Q4: 6,821 shares 6,821 $555K 0.01% -1,397 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,761 shares; 2025Q3: 18,761 shares; 2025Q4: 18,761 shares 18,761 $553K 0.01% 0 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: not reported; 2024Q4: 15 shares; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: 1,337 shares; 2025Q4: 1,183 shares 1,183 $551K 0.01% -154 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: 3,416 shares; 2024Q4: 1,985 shares; 2025Q1: 2,544 shares; 2025Q2: 1,287 shares; 2025Q3: 1,294 shares; 2025Q4: 1,291 shares 1,291 $550K 0.01% -3 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: 17,376 shares; 2024Q4: 17,980 shares; 2025Q1: 31,454 shares; 2025Q2: 20,201 shares; 2025Q3: 20,329 shares; 2025Q4: 22,114 shares 22,114 $549K 0.01% +1,785 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,150 shares; 2025Q1: 6,440 shares; 2025Q2: 8,168 shares; 2025Q3: 8,943 shares; 2025Q4: 9,550 shares 9,550 $543K 0.01% +607 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,992 shares 13,992 $541K 0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,639 shares; 2025Q1: 7,265 shares; 2025Q2: 6,486 shares; 2025Q3: 8,634 shares; 2025Q4: 8,829 shares 8,829 $537K 0.01% +195 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 4,038 shares; 2025Q1: 6,118 shares; 2025Q2: 6,065 shares; 2025Q3: 5,677 shares; 2025Q4: 4,227 shares 4,227 $535K 0.01% -1,450 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: not reported; 2024Q4: 27 shares; 2025Q1: 2,178 shares; 2025Q2: 2,779 shares; 2025Q3: 1,078 shares; 2025Q4: 2,539 shares 2,539 $534K 0.01% +1,461 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,279 shares 1,279 $534K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 1,213 shares; 2025Q2: 1,311 shares; 2025Q3: 2,042 shares; 2025Q4: 2,051 shares 2,051 $529K 0.01% +9 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: 14,270 shares; 2024Q4: 13,049 shares; 2025Q1: 17,442 shares; 2025Q2: 11,490 shares; 2025Q3: not reported; 2025Q4: 4,192 shares 4,192 $528K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 11,175 shares; 2025Q1: 11,716 shares; 2025Q2: 16,733 shares; 2025Q3: 12,876 shares; 2025Q4: 5,958 shares 5,958 $519K 0.01% -6,918 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,419 shares; 2025Q2: 26,374 shares; 2025Q3: 42,711 shares; 2025Q4: 43,437 shares 43,437 $515K 0.01% +726 Timeline GAUG 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: 13,063 shares; 2025Q4: 13,063 shares 13,063 $513K 0.01% 0 Timeline FDMO 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: not reported; 2024Q4: 2,226 shares; 2025Q1: 3,415 shares; 2025Q2: 4,090 shares; 2025Q3: 3,595 shares; 2025Q4: 6,069 shares 6,069 $510K 0.01% +2,474 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: 811 shares; 2024Q4: 1,141 shares; 2025Q1: 2,184 shares; 2025Q2: 1,164 shares; 2025Q3: 2,381 shares; 2025Q4: 1,977 shares 1,977 $509K 0.01% -404 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM 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: 28 shares; 2025Q2: 8,069 shares; 2025Q3: 7,842 shares; 2025Q4: 8,548 shares 8,548 $503K 0.01% +706 Timeline SPHD 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: 42,750 shares; 2024Q4: 42,750 shares; 2025Q1: 21,020 shares; 2025Q2: 19,541 shares; 2025Q3: 10,431 shares; 2025Q4: 10,431 shares 10,431 $501K 0.01% 0 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: 7,234 shares; 2024Q4: 8,761 shares; 2025Q1: 5,992 shares; 2025Q2: 5,606 shares; 2025Q3: 4,941 shares; 2025Q4: 5,074 shares 5,074 $496K 0.01% +133 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 11,358 shares; 2025Q4: 10,377 shares 10,377 $494K 0.01% -981 Timeline JBND 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: not reported; 2025Q3: not reported; 2025Q4: 8,971 shares 8,971 $485K 0.01% new 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: not reported; 2024Q4: 1,306 shares; 2025Q1: 6,158 shares; 2025Q2: 8,540 shares; 2025Q3: 9,004 shares; 2025Q4: 8,302 shares 8,302 $485K 0.01% -702 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 9,626 shares 9,626 $477K 0.01% new Timeline BUFZ 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: 9,270 shares; 2024Q4: 8,791 shares; 2025Q1: 8,514 shares; 2025Q2: 18,117 shares; 2025Q3: 17,390 shares; 2025Q4: 17,855 shares 17,855 $474K 0.01% +465 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,851 shares; 2025Q1: 11,159 shares; 2025Q2: 11,905 shares; 2025Q3: 8,579 shares; 2025Q4: 4,969 shares 4,969 $473K 0.01% -3,610 Timeline SPSB 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: 9,028 shares; 2024Q4: 8,308 shares; 2025Q1: 13,760 shares; 2025Q2: 15,681 shares; 2025Q3: 15,533 shares; 2025Q4: 15,647 shares 15,647 $473K 0.01% +114 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,287 shares; 2025Q1: 5,399 shares; 2025Q2: 5,392 shares; 2025Q3: 6,359 shares; 2025Q4: 6,375 shares 6,375 $472K 0.01% +16 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: 3,778 shares; 2025Q3: 3,644 shares; 2025Q4: 3,891 shares 3,891 $472K 0.01% +247 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: not reported; 2025Q3: 3,659 shares; 2025Q4: 3,312 shares 3,312 $472K 0.01% -347 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: 1,850 shares; 2024Q4: 1,346 shares; 2025Q1: 288 shares; 2025Q2: 1,076 shares; 2025Q3: 1,484 shares; 2025Q4: 1,474 shares 1,474 $469K 0.01% -10 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 4,458 shares; 2025Q1: 5,221 shares; 2025Q2: 5,470 shares; 2025Q3: 4,909 shares; 2025Q4: 5,092 shares 5,092 $465K 0.01% +183 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 2,131 shares; 2025Q2: 707 shares; 2025Q3: 932 shares; 2025Q4: 1,008 shares 1,008 $459K 0.01% +76 Timeline TDIV 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: 181,751 shares; 2024Q4: 178,317 shares; 2025Q1: 342,984 shares; 2025Q2: 182,749 shares; 2025Q3: 184,060 shares; 2025Q4: 4,718 shares 4,718 $457K 0.01% -179,342 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,687 shares; 2025Q1: 11,341 shares; 2025Q2: 12,879 shares; 2025Q3: 7,250 shares; 2025Q4: 7,814 shares 7,814 $448K 0.01% +564 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: 651,256 shares; 2024Q4: 768,885 shares; 2025Q1: 868,659 shares; 2025Q2: 975,806 shares; 2025Q3: 1,091,703 shares; 2025Q4: 6,590 shares 6,590 $443K 0.01% -1,085,113 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,730 shares; 2025Q1: 6,022 shares; 2025Q2: 4,136 shares; 2025Q3: 4,769 shares; 2025Q4: 5,501 shares 5,501 $434K 0.01% +732 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: 462,334 shares; 2024Q4: 508,010 shares; 2025Q1: 415,702 shares; 2025Q2: 122,625 shares; 2025Q3: 128,189 shares; 2025Q4: 3,759 shares 3,759 $428K 0.01% -124,430 Timeline FVAL 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: not reported; 2024Q4: 2,418 shares; 2025Q1: not reported; 2025Q2: 3,497 shares; 2025Q3: 3,350 shares; 2025Q4: 5,896 shares 5,896 $426K 0.01% +2,546 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES 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: 3,691 shares; 2025Q2: 16,553 shares; 2025Q3: 15,481 shares; 2025Q4: 15,705 shares 15,705 $425K 0.01% +224 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS 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: 3,103 shares; 2025Q2: 28,167 shares; 2025Q3: 61,293 shares; 2025Q4: 44,998 shares 44,998 $424K 0.01% -16,295 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 3,362 shares; 2025Q1: 11,594 shares; 2025Q2: 6,165 shares; 2025Q3: 5,169 shares; 2025Q4: 4,760 shares 4,760 $423K 0.01% -409 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,268 shares; 2024Q4: 8,390 shares; 2025Q1: 4,710 shares; 2025Q2: 4,136 shares; 2025Q3: 3,916 shares; 2025Q4: 3,916 shares 3,916 $418K 0.01% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 6,306 shares; 2025Q3: 12,762 shares; 2025Q4: 14,691 shares 14,691 $414K 0.01% +1,929 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: 12,400 shares; 2024Q4: 6,078 shares; 2025Q1: 854 shares; 2025Q2: not reported; 2025Q3: 7,027 shares; 2025Q4: 8,151 shares 8,151 $414K 0.01% +1,124 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: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,993 shares; 2025Q4: 3,659 shares 3,659 $414K 0.01% -1,334 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,997 shares; 2025Q4: 5,097 shares 5,097 $414K 0.01% +100 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,136 shares; 2025Q4: 4,135 shares 4,135 $413K 0.01% -1 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: 15,171 shares; 2025Q1: 24,051 shares; 2025Q2: 2,940 shares; 2025Q3: 3,180 shares; 2025Q4: 3,141 shares 3,141 $412K 0.01% -39 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: 9,744 shares; 2024Q4: 9,445 shares; 2025Q1: 9,968 shares; 2025Q2: 2,906 shares; 2025Q3: 2,023 shares; 2025Q4: 1,797 shares 1,797 $409K 0.01% -226 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: 2,715 shares; 2024Q4: 3,117 shares; 2025Q1: 4,474 shares; 2025Q2: 4,275 shares; 2025Q3: 4,558 shares; 2025Q4: 4,658 shares 4,658 $406K 0.01% +100 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,338 shares; 2025Q1: 8,979 shares; 2025Q2: 8,766 shares; 2025Q3: not reported; 2025Q4: 17,025 shares 17,025 $403K 0.01% new 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: not reported; 2024Q4: 638 shares; 2025Q1: 735 shares; 2025Q2: 964 shares; 2025Q3: 893 shares; 2025Q4: 1,015 shares 1,015 $402K 0.01% +122 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: 3,282 shares; 2024Q4: 3,379 shares; 2025Q1: 2,980 shares; 2025Q2: 3,245 shares; 2025Q3: 1,197 shares; 2025Q4: 1,140 shares 1,140 $392K 0.01% -57 Timeline FTCB 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: 8,979 shares; 2025Q1: 10,622 shares; 2025Q2: 12,487 shares; 2025Q3: 11,790 shares; 2025Q4: 18,443 shares 18,443 $392K 0.01% +6,653 Timeline SMAX 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: 14,445 shares 14,445 $389K 0.01% new 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: not reported; 2024Q4: 3,266 shares; 2025Q1: 6,275 shares; 2025Q2: 5,403 shares; 2025Q3: 5,420 shares; 2025Q4: 5,178 shares 5,178 $382K 0.01% -242 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,094 shares; 2025Q1: not reported; 2025Q2: 7,206 shares; 2025Q3: 8,010 shares; 2025Q4: 8,077 shares 8,077 $382K 0.01% +67 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 1,463 shares; 2025Q2: 5,862 shares; 2025Q3: 5,731 shares; 2025Q4: 5,557 shares 5,557 $382K 0.01% -174 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,518 shares; 2025Q1: 340 shares; 2025Q2: 1,590 shares; 2025Q3: 1,554 shares; 2025Q4: 1,748 shares 1,748 $374K 0.01% +194 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,792 shares 13,792 $366K 0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 1,068 shares 1,068 $366K 0.01% +130 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,613 shares; 2025Q1: 6,036 shares; 2025Q2: 7,100 shares; 2025Q3: 7,162 shares; 2025Q4: 6,808 shares 6,808 $366K 0.01% -354 Timeline FQAL 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: not reported; 2024Q4: 1,915 shares; 2025Q1: not reported; 2025Q2: 3,215 shares; 2025Q3: 2,916 shares; 2025Q4: 4,839 shares 4,839 $366K 0.01% +1,923 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: 879 shares; 2024Q4: 347 shares; 2025Q1: 736 shares; 2025Q2: 789 shares; 2025Q3: 727 shares; 2025Q4: 628 shares 628 $364K 0.01% -99 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: 1,365 shares; 2024Q4: 1,214 shares; 2025Q1: 587 shares; 2025Q2: 709 shares; 2025Q3: not reported; 2025Q4: 1,036 shares 1,036 $363K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,923 shares; 2025Q1: 2,617 shares; 2025Q2: 2,657 shares; 2025Q3: 2,884 shares; 2025Q4: 3,089 shares 3,089 $362K 0.01% +205 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 384 shares; 2025Q2: 393 shares; 2025Q3: 535 shares; 2025Q4: 2,325 shares 2,325 $356K 0.01% +1,790 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO 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: 1,124 shares; 2025Q2: 1,766 shares; 2025Q3: not reported; 2025Q4: 25,200 shares 25,200 $351K 0.01% new Timeline IBTI 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: 7,063 shares; 2025Q1: 31,080 shares; 2025Q2: 17,399 shares; 2025Q3: 15,586 shares; 2025Q4: 15,674 shares 15,674 $351K 0.01% +88 Timeline IBTJ 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: 7,203 shares; 2025Q1: 31,748 shares; 2025Q2: 17,771 shares; 2025Q3: 15,920 shares; 2025Q4: 15,922 shares 15,922 $349K 0.01% +2 Timeline IBTK 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: 7,956 shares; 2025Q1: 35,191 shares; 2025Q2: 17,745 shares; 2025Q3: 17,617 shares; 2025Q4: 17,598 shares 17,598 $349K 0.01% -19 Timeline IBTH 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: 7,090 shares; 2025Q1: 30,891 shares; 2025Q2: 17,328 shares; 2025Q3: 15,534 shares; 2025Q4: 15,537 shares 15,537 $349K 0.01% +3 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: not reported; 2024Q4: 306 shares; 2025Q1: 1,067 shares; 2025Q2: 962 shares; 2025Q3: 1,167 shares; 2025Q4: 1,207 shares 1,207 $349K 0.01% +40 Timeline IBTG 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: 6,939 shares; 2025Q1: 30,185 shares; 2025Q2: 15,180 shares; 2025Q3: 15,181 shares; 2025Q4: 15,237 shares 15,237 $349K 0.01% +56 Timeline IBTL 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: 7,723 shares; 2025Q1: 34,085 shares; 2025Q2: 17,063 shares; 2025Q3: 17,063 shares; 2025Q4: 16,924 shares 16,924 $347K 0.01% -139 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 9,004 shares; 2025Q3: 9,057 shares; 2025Q4: 8,794 shares 8,794 $347K 0.01% -263 Timeline IBTM 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: 14,939 shares 14,939 $345K 0.01% new Timeline GMAR 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: 6,526 shares; 2025Q4: 8,410 shares 8,410 $344K 0.01% +1,884 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares 1,193 $343K 0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 748 shares; 2025Q1: not reported; 2025Q2: 1,190 shares; 2025Q3: 1,191 shares; 2025Q4: 1,239 shares 1,239 $343K 0.01% +48 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: 595 shares; 2024Q4: 251 shares; 2025Q1: 106 shares; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,053 shares 1,053 $341K 0.01% +50 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: 5,221 shares; 2024Q4: 1,567 shares; 2025Q1: 700 shares; 2025Q2: 2,812 shares; 2025Q3: 4,139 shares; 2025Q4: 4,143 shares 4,143 $339K 0.01% +4 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: 41 shares; 2025Q1: 194 shares; 2025Q2: 904 shares; 2025Q3: 1,177 shares; 2025Q4: 1,208 shares 1,208 $337K 0.01% +31 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: 209 shares; 2025Q1: 32 shares; 2025Q2: 226 shares; 2025Q3: 234 shares; 2025Q4: 309 shares 309 $331K 0.01% +75 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 1,416 shares 1,416 $329K 0.01% new 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: not reported; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,209 shares 2,209 $329K 0.01% -304 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: not reported; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares 880 $329K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 1,096 shares; 2025Q2: 5,096 shares; 2025Q3: 5,739 shares; 2025Q4: 6,593 shares 6,593 $324K 0.01% +854 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,885 shares; 2025Q1: 7,885 shares; 2025Q2: 6,527 shares; 2025Q3: 6,527 shares; 2025Q4: 3,932 shares 3,932 $324K 0.01% -2,595 Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,730 shares; 2025Q2: 15,592 shares; 2025Q3: 15,592 shares; 2025Q4: 12,074 shares 12,074 $322K 0.01% -3,518 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 618 shares; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,477 shares; 2025Q4: 3,954 shares 3,954 $319K 0.01% +477 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,738 shares; 2025Q1: 2,649 shares; 2025Q2: 2,800 shares; 2025Q3: 3,852 shares; 2025Q4: 3,707 shares 3,707 $317K 0.01% -145 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,760 shares; 2025Q1: not reported; 2025Q2: 3,517 shares; 2025Q3: 4,145 shares; 2025Q4: 4,563 shares 4,563 $317K 0.01% +418 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: not reported; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 296 shares; 2025Q4: 357 shares 357 $314K 0.01% +61 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: not reported; 2024Q4: 2,647 shares; 2025Q1: 3,408 shares; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 3,391 shares 3,391 $312K 0.01% +63 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 291 shares 291 $311K 0.01% +71 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: 10,261 shares; 2024Q4: 7,285 shares; 2025Q1: 3,623 shares; 2025Q2: 1,889 shares; 2025Q3: 1,892 shares; 2025Q4: 1,939 shares 1,939 $310K 0.01% +47 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 6,608 shares; 2025Q1: 4,563 shares; 2025Q2: 3,252 shares; 2025Q3: 3,221 shares; 2025Q4: 3,446 shares 3,446 $310K 0.01% +225 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: 15,105 shares; 2024Q4: 15,184 shares; 2025Q1: 15,789 shares; 2025Q2: 15,973 shares; 2025Q3: 6,498 shares; 2025Q4: 4,434 shares 4,434 $310K 0.01% -2,064 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: 3,912 shares; 2024Q4: 5,849 shares; 2025Q1: 4,745 shares; 2025Q2: 4,479 shares; 2025Q3: 5,528 shares; 2025Q4: 828 shares 828 $306K 0.01% -4,700 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: not reported; 2024Q4: 1,586 shares; 2025Q1: 2,021 shares; 2025Q2: 2,010 shares; 2025Q3: 2,364 shares; 2025Q4: 2,366 shares 2,366 $305K 0.01% +2 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,999 shares; 2025Q2: 4,921 shares; 2025Q3: 5,088 shares; 2025Q4: 4,713 shares 4,713 $303K 0.01% -375 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: 3,207 shares; 2024Q4: 1,999 shares; 2025Q1: 4,965 shares; 2025Q2: 2,936 shares; 2025Q3: 4,121 shares; 2025Q4: 3,619 shares 3,619 $300K 0.01% -502 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: 2,315 shares; 2024Q4: 731 shares; 2025Q1: 597 shares; 2025Q2: 538 shares; 2025Q3: 745 shares; 2025Q4: 658 shares 658 $298K 0.01% -87 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,254 shares; 2025Q1: 2,994 shares; 2025Q2: 3,816 shares; 2025Q3: 1,985 shares; 2025Q4: 1,715 shares 1,715 $298K 0.01% -270 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: 202 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 920 shares; 2025Q4: 1,014 shares 1,014 $291K 0.01% +94 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: 2,790 shares; 2024Q4: 2,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,422 shares 2,422 $291K 0.01% +697 Timeline GAPR 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: 3,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,066 shares; 2025Q4: 7,148 shares 7,148 $286K 0.01% +82 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,496 shares; 2025Q1: 4,761 shares; 2025Q2: 3,830 shares; 2025Q3: 3,302 shares; 2025Q4: 3,670 shares 3,670 $286K 0.01% +368 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: 9,447 shares; 2024Q4: 11,820 shares; 2025Q1: 14,627 shares; 2025Q2: 14,740 shares; 2025Q3: 10,868 shares; 2025Q4: 10,318 shares 10,318 $284K 0.01% -550 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: not reported; 2024Q4: 1,178 shares; 2025Q1: 2,970 shares; 2025Q2: 2,269 shares; 2025Q3: 2,346 shares; 2025Q4: 2,261 shares 2,261 $283K 0.01% -85 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: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 1,997 shares 1,997 $283K 0.01% -285 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,548 shares; 2025Q1: 2,848 shares; 2025Q2: 2,456 shares; 2025Q3: 3,522 shares; 2025Q4: 3,287 shares 3,287 $281K 0.01% -235 Timeline AIRR 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: 1,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: 2,855 shares 2,855 $281K 0.01% +663 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 13,073 shares; 2025Q3: 12,927 shares; 2025Q4: 11,624 shares 11,624 $279K 0.01% -1,303 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: 3,525 shares; 2025Q4: 3,377 shares 3,377 $279K 0.01% -148 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,551 shares 3,551 $268K 0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,841 shares; 2025Q2: 4,124 shares; 2025Q3: 3,839 shares; 2025Q4: 3,260 shares 3,260 $267K 0.01% -579 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,653 shares 2,653 $265K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: 836 shares; 2025Q2: not reported; 2025Q3: 1,682 shares; 2025Q4: 1,948 shares 1,948 $263K 0.01% +266 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280 shares; 2025Q3: 442 shares; 2025Q4: 445 shares 445 $259K 0.01% +3 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,873 shares; 2025Q2: 6,081 shares; 2025Q3: 6,081 shares; 2025Q4: 4,931 shares 4,931 $254K 0.01% -1,150 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,644 shares; 2025Q2: 3,311 shares; 2025Q3: 1,807 shares; 2025Q4: 1,713 shares 1,713 $246K 0.01% -94 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: not reported; 2025Q2: 1,328 shares; 2025Q3: 1,356 shares; 2025Q4: 1,132 shares 1,132 $243K 0.01% -224 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,505 shares; 2025Q4: 2,865 shares 2,865 $242K 0.01% -1,640 Timeline SPIB 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: 6,793 shares; 2025Q3: 7,127 shares; 2025Q4: 7,168 shares 7,168 $242K 0.01% +41 Timeline FDLO 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: not reported; 2024Q4: 1,249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,624 shares 3,624 $242K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 519 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares 1,892 $242K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 240 shares; 2025Q2: 989 shares; 2025Q3: 1,213 shares; 2025Q4: 1,302 shares 1,302 $240K 0.01% +89 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: 1,819 shares; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: 2,181 shares; 2025Q3: 2,085 shares; 2025Q4: 2,033 shares 2,033 $238K 0.01% -52 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: not reported; 2024Q4: 332 shares; 2025Q1: 248 shares; 2025Q2: 1,018 shares; 2025Q3: 948 shares; 2025Q4: 760 shares 760 $238K 0.01% -188 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,990 shares 4,990 $235K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 646 shares; 2025Q2: 2,611 shares; 2025Q3: 2,723 shares; 2025Q4: 1,502 shares 1,502 $232K 0.01% -1,221 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,056 shares; 2025Q4: 1,127 shares 1,127 $231K 0.01% +71 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,849 shares 6,849 $230K 0.01% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 5,832 shares; 2025Q1: 11,589 shares; 2025Q2: 3,805 shares; 2025Q3: 3,211 shares; 2025Q4: 2,699 shares 2,699 $227K 0.01% -512 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: not reported; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,447 shares 1,447 $227K 0.01% new 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: 4,568 shares; 2024Q4: 609 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 823 shares 823 $227K 0.01% -224 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,103 shares; 2025Q2: 1,794 shares; 2025Q3: 1,805 shares; 2025Q4: 1,804 shares 1,804 $227K 0.01% -1 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 1,143 shares 1,143 $225K 0.01% +90 Timeline HYMB 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: 12,492 shares; 2025Q1: 10,587 shares; 2025Q2: 8,865 shares; 2025Q3: 8,936 shares; 2025Q4: 9,031 shares 9,031 $225K 0.01% +95 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,446 shares 5,446 $225K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,967 shares; 2024Q4: 149,761 shares; 2025Q1: 85,441 shares; 2025Q2: 67,219 shares; 2025Q3: 46,421 shares; 2025Q4: 44,882 shares 44,882 $224K 0.01% -1,539 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 3,264 shares; 2025Q1: 4,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares 1,078 $222K 0.01% new Timeline GNOV 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: 5,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,421 shares; 2025Q4: 5,538 shares 5,538 $220K 0.01% +117 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,252 shares; 2025Q4: 2,284 shares 2,284 $219K 0.01% +32 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: 7,026 shares; 2024Q4: 9,560 shares; 2025Q1: 13,734 shares; 2025Q2: 10,972 shares; 2025Q3: not reported; 2025Q4: 2,209 shares 2,209 $219K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares 1,329 $215K 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,368 shares; 2025Q1: not reported; 2025Q2: 5,894 shares; 2025Q3: 3,513 shares; 2025Q4: 2,851 shares 2,851 $215K 0.01% -662 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: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,625 shares 4,625 $213K 0.01% new Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 5,412 shares; 2025Q3: 7,146 shares; 2025Q4: 5,192 shares 5,192 $212K 0.01% -1,954 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 877 shares 877 $212K 0.01% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,698 shares; 2025Q4: 8,872 shares 8,872 $207K 0.01% +174 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: not reported; 2024Q4: 1,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,532 shares; 2025Q4: 5,268 shares 5,268 $207K 0.01% -264 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares 1,167 $207K 0.01% new 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: not reported; 2024Q4: 4,380 shares; 2025Q1: 5,779 shares; 2025Q2: 4,220 shares; 2025Q3: 3,511 shares; 2025Q4: 3,572 shares 3,572 $206K 0.01% +61 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: 1,030 shares; 2024Q4: 1,007 shares; 2025Q1: 619 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares 936 $206K 0.01% new 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: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 305 shares 305 $206K 0.01% -51 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,146 shares 6,146 $205K 0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,963 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,911 shares 2,911 $202K <0.01% new 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: not reported; 2024Q4: 485 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,463 shares 1,463 $202K <0.01% 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: 645 shares; 2024Q4: 587 shares; 2025Q1: 328 shares; 2025Q2: 500 shares; 2025Q3: 338 shares; 2025Q4: 353 shares 353 $201K <0.01% +15 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 106 shares; 2025Q3: 61,476 shares; 2025Q4: 102,159 shares 102,159 $199K <0.01% +40,683 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,733 shares 11,733 $196K <0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,816 shares; 2024Q4: 79,452 shares; 2025Q1: 72,253 shares; 2025Q2: 50,547 shares; 2025Q3: 22,866 shares; 2025Q4: 10,556 shares 10,556 $123K <0.01% -12,310 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,474 shares; 2025Q4: 13,791 shares 13,791 $34.1K <0.01% +1,317 Timeline