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: 134,868 shares; 2024Q4: 118,784 shares; 2025Q1: 110,288 shares; 2025Q2: 120,848 shares; 2025Q3: 126,456 shares; 2025Q4: 124,399 shares 124,399 $33.8M 3.13% -2,057 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: 213,998 shares; 2024Q4: 160,130 shares; 2025Q1: 161,078 shares; 2025Q2: 169,370 shares; 2025Q3: 150,128 shares; 2025Q4: 150,349 shares 150,349 $28M 2.59% +221 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: 58,194 shares; 2024Q4: 54,816 shares; 2025Q1: 56,080 shares; 2025Q2: 57,708 shares; 2025Q3: 105,333 shares; 2025Q4: 88,057 shares 88,057 $27.6M 2.55% -17,276 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: 50,731 shares; 2024Q4: 50,120 shares; 2025Q1: 40,207 shares; 2025Q2: 47,230 shares; 2025Q3: 46,053 shares; 2025Q4: 43,374 shares 43,374 $21M 1.94% -2,679 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: 92,614 shares; 2024Q4: 90,052 shares; 2025Q1: 73,175 shares; 2025Q2: 92,933 shares; 2025Q3: 94,234 shares; 2025Q4: 87,403 shares 87,403 $20.2M 1.86% -6,831 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: 38,031 shares; 2024Q4: 30,223 shares; 2025Q1: 25,716 shares; 2025Q2: 30,359 shares; 2025Q3: 28,369 shares; 2025Q4: 30,445 shares 30,445 $20.1M 1.86% +2,076 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: 28,853 shares; 2024Q4: 17,380 shares; 2025Q1: 12,878 shares; 2025Q2: 18,398 shares; 2025Q3: 17,112 shares; 2025Q4: 22,207 shares 22,207 $19.5M 1.8% +5,095 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: 66,573 shares; 2024Q4: 46,729 shares; 2025Q1: 34,985 shares; 2025Q2: 46,609 shares; 2025Q3: 45,240 shares; 2025Q4: 60,431 shares 60,431 $19.5M 1.8% +15,191 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: 29,271 shares; 2024Q4: 75,417 shares; 2025Q1: 29,479 shares; 2025Q2: 56,656 shares; 2025Q3: 28,654 shares; 2025Q4: 28,161 shares 28,161 $19.2M 1.77% -493 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: 11,248 shares; 2024Q4: 210,560 shares; 2025Q1: 10,791 shares; 2025Q2: 170,522 shares; 2025Q3: 232,636 shares; 2025Q4: 320,374 shares 320,374 $17.6M 1.63% +87,738 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: 89,666 shares; 2025Q1: 63,108 shares; 2025Q2: 121,766 shares; 2025Q3: 112,866 shares; 2025Q4: 142,653 shares 142,653 $16.6M 1.54% +29,787 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: 16,477 shares; 2024Q4: 10,749 shares; 2025Q1: 16,075 shares; 2025Q2: 17,101 shares; 2025Q3: 11,538 shares; 2025Q4: 14,751 shares 14,751 $15.9M 1.46% +3,213 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: 126,793 shares; 2024Q4: 82,955 shares; 2025Q1: 48,437 shares; 2025Q2: 77,766 shares; 2025Q3: 101,378 shares; 2025Q4: 119,699 shares 119,699 $15.4M 1.43% +18,321 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,819 shares; 2024Q4: 32,440 shares; 2025Q1: 32,128 shares; 2025Q2: 31,011 shares; 2025Q3: 31,093 shares; 2025Q4: 30,623 shares 30,623 $14.7M 1.36% -470 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: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 77,757 shares; 2025Q2: 1,414 shares; 2025Q3: 130,865 shares; 2025Q4: 35,752 shares 35,752 $14.2M 1.31% -95,113 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,240 shares; 2025Q2: 84,936 shares; 2025Q3: 106,103 shares; 2025Q4: 120,993 shares 120,993 $14M 1.3% +14,890 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: 84,831 shares; 2024Q4: 67,575 shares; 2025Q1: 49,469 shares; 2025Q2: 57,172 shares; 2025Q3: 56,981 shares; 2025Q4: 39,758 shares 39,758 $13.8M 1.27% -17,223 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: 19,782 shares; 2024Q4: 19,703 shares; 2025Q1: 19,691 shares; 2025Q2: 18,686 shares; 2025Q3: 18,398 shares; 2025Q4: 120,990 shares 120,990 $12.7M 1.18% +102,592 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: 8,759 shares; 2024Q4: 8,710 shares; 2025Q1: 8,639 shares; 2025Q2: 8,768 shares; 2025Q3: 40,854 shares; 2025Q4: 56,602 shares 56,602 $11.7M 1.08% +15,748 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: 40,917 shares; 2024Q4: 25,907 shares; 2025Q1: 25,778 shares; 2025Q2: 36,729 shares; 2025Q3: 39,798 shares; 2025Q4: 37,520 shares 37,520 $11.4M 1.05% -2,278 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,149 shares; 2025Q4: 38,757 shares 38,757 $11.1M 1.02% -15,392 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,678 shares; 2025Q3: 116,345 shares; 2025Q4: 56,934 shares 56,934 $9.81M 0.91% -59,411 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: 10,264 shares; 2024Q4: 30,433 shares; 2025Q1: 31,704 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,266 shares 55,266 $9.46M 0.87% new 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: 37,728 shares; 2024Q4: 28,357 shares; 2025Q1: 24,560 shares; 2025Q2: 31,202 shares; 2025Q3: 37,313 shares; 2025Q4: 28,885 shares 28,885 $9.2M 0.85% -8,428 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,727 shares; 2025Q1: not reported; 2025Q2: 24,740 shares; 2025Q3: 24,508 shares; 2025Q4: 23,627 shares 23,627 $9.19M 0.85% -881 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: 117,728 shares; 2024Q4: 116,628 shares; 2025Q1: 50,898 shares; 2025Q2: 62,884 shares; 2025Q3: 62,789 shares; 2025Q4: 78,501 shares 78,501 $8.75M 0.81% +15,712 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,025 shares; 2025Q3: 59,569 shares; 2025Q4: 30,501 shares 30,501 $8.4M 0.78% -29,068 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,952 shares; 2024Q4: 26,149 shares; 2025Q1: not reported; 2025Q2: 19,505 shares; 2025Q3: 24,592 shares; 2025Q4: 16,160 shares 16,160 $8.25M 0.76% -8,432 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,548 shares; 2024Q4: 77,659 shares; 2025Q1: 134,361 shares; 2025Q2: 131,558 shares; 2025Q3: 129,900 shares; 2025Q4: 136,277 shares 136,277 $8.19M 0.76% +6,377 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: 18,696 shares; 2024Q4: 18,547 shares; 2025Q1: 53,595 shares; 2025Q2: 18,251 shares; 2025Q3: 42,857 shares; 2025Q4: 35,064 shares 35,064 $8.01M 0.74% -7,793 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,356 shares 148,356 $7.88M 0.73% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,899 shares; 2024Q4: not reported; 2025Q1: 6,831 shares; 2025Q2: 9,743 shares; 2025Q3: not reported; 2025Q4: 25,141 shares 25,141 $7.85M 0.73% new 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: 25,522 shares; 2024Q4: 24,352 shares; 2025Q1: 24,291 shares; 2025Q2: 23,695 shares; 2025Q3: 23,681 shares; 2025Q4: 23,332 shares 23,332 $7.82M 0.72% -349 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: 56,052 shares; 2024Q4: 40,650 shares; 2025Q1: 23,205 shares; 2025Q2: 73,688 shares; 2025Q3: 93,261 shares; 2025Q4: 65,163 shares 65,163 $7.8M 0.72% -28,098 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,691 shares 84,691 $7.79M 0.72% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,141 shares 97,141 $7.77M 0.72% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,105 shares; 2024Q4: 34,962 shares; 2025Q1: 23,353 shares; 2025Q2: 36,352 shares; 2025Q3: not reported; 2025Q4: 39,663 shares 39,663 $7.74M 0.72% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 20,945 shares; 2025Q1: 6,494 shares; 2025Q2: 12,414 shares; 2025Q3: 13,921 shares; 2025Q4: 11,336 shares 11,336 $7.41M 0.68% -2,585 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: 60,799 shares; 2024Q4: 60,140 shares; 2025Q1: 28,932 shares; 2025Q2: 44,112 shares; 2025Q3: 58,316 shares; 2025Q4: 45,615 shares 45,615 $7.3M 0.67% -12,701 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: not reported; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 8,029 shares; 2025Q3: not reported; 2025Q4: 12,653 shares 12,653 $7.25M 0.67% new 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: 22,998 shares; 2024Q4: 22,929 shares; 2025Q1: 22,929 shares; 2025Q2: 22,913 shares; 2025Q3: 22,904 shares; 2025Q4: 50,429 shares 50,429 $7.23M 0.67% +27,525 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 22,086 shares; 2025Q1: 1,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,915 shares 36,915 $7.2M 0.67% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,382 shares; 2025Q3: 73,674 shares; 2025Q4: 78,113 shares 78,113 $7.15M 0.66% +4,439 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,040 shares; 2025Q1: 18,136 shares; 2025Q2: 34,703 shares; 2025Q3: 33,372 shares; 2025Q4: 140,445 shares 140,445 $7.12M 0.66% +107,073 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,869 shares; 2025Q3: 8,816 shares; 2025Q4: 8,789 shares 8,789 $7.11M 0.66% -27 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,273 shares 102,273 $7.1M 0.66% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,001 shares 89,001 $7.03M 0.65% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,810 shares; 2024Q4: 31,440 shares; 2025Q1: 17,534 shares; 2025Q2: 24,244 shares; 2025Q3: 22,906 shares; 2025Q4: 22,874 shares 22,874 $6.78M 0.63% -32 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: 28,337 shares; 2024Q4: 26,160 shares; 2025Q1: 10,688 shares; 2025Q2: 22,112 shares; 2025Q3: 10,172 shares; 2025Q4: 18,313 shares 18,313 $6.77M 0.63% +8,141 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,208 shares; 2024Q4: 15,569 shares; 2025Q1: 11,650 shares; 2025Q2: 8,187 shares; 2025Q3: 3,825 shares; 2025Q4: 7,660 shares 7,660 $6.73M 0.62% +3,835 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: 18,569 shares; 2024Q4: 15,849 shares; 2025Q1: 16,788 shares; 2025Q2: 18,337 shares; 2025Q3: 18,839 shares; 2025Q4: 18,859 shares 18,859 $6.66M 0.62% +20 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,238 shares; 2025Q4: 27,561 shares 27,561 $6.54M 0.6% -4,677 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: not reported; 2025Q1: not reported; 2025Q2: 359,281 shares; 2025Q3: 376,880 shares; 2025Q4: 383,416 shares 383,416 $6.42M 0.59% +6,536 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: 35,355 shares; 2024Q4: 66,592 shares; 2025Q1: 66,015 shares; 2025Q2: 65,168 shares; 2025Q3: 65,447 shares; 2025Q4: 32,448 shares 32,448 $5.98M 0.55% -32,999 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,211 shares 33,211 $5.9M 0.54% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,744 shares; 2025Q4: 37,020 shares 37,020 $5.69M 0.53% -14,724 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,950 shares 80,950 $5.21M 0.48% new 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: 44,982 shares; 2024Q4: 43,995 shares; 2025Q1: 39,893 shares; 2025Q2: 43,673 shares; 2025Q3: 45,712 shares; 2025Q4: 45,777 shares 45,777 $5.12M 0.47% +65 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,466 shares 41,466 $5.09M 0.47% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,093 shares 27,093 $5.05M 0.47% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,743 shares; 2024Q4: 413,365 shares; 2025Q1: 629,125 shares; 2025Q2: 410,860 shares; 2025Q3: 423,726 shares; 2025Q4: 121,076 shares 121,076 $5M 0.46% -302,650 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,050 shares; 2025Q1: 4,133 shares; 2025Q2: 4,115 shares; 2025Q3: 4,135 shares; 2025Q4: 4,026 shares 4,026 $4.89M 0.45% -109 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,461 shares; 2025Q4: 32,866 shares 32,866 $4.82M 0.45% +2,405 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,904 shares; 2024Q4: 71,570 shares; 2025Q1: 54,166 shares; 2025Q2: 51,846 shares; 2025Q3: 73,343 shares; 2025Q4: 29,581 shares 29,581 $4.77M 0.44% -43,762 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: 22,427 shares; 2024Q4: 22,023 shares; 2025Q1: 16,175 shares; 2025Q2: 7,977 shares; 2025Q3: 8,334 shares; 2025Q4: 8,416 shares 8,416 $4.77M 0.44% +82 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,235 shares; 2024Q4: 111,085 shares; 2025Q1: 106,590 shares; 2025Q2: 108,039 shares; 2025Q3: 80,539 shares; 2025Q4: 52,074 shares 52,074 $4.52M 0.42% -28,465 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: 8,207 shares; 2024Q4: 7,645 shares; 2025Q1: 4,472 shares; 2025Q2: 7,451 shares; 2025Q3: 7,483 shares; 2025Q4: 48,150 shares 48,150 $4.51M 0.42% +40,667 Timeline SIEMENS ENERGY AG SIEMENS ENERGY AG More: the full row for SIEMENS ENERGY AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,980 shares; 2025Q1: 35,397 shares; 2025Q2: 34,409 shares; 2025Q3: 33,783 shares; 2025Q4: 31,780 shares 31,780 $4.45M 0.41% -2,003 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: 103,998 shares; 2024Q4: 100,261 shares; 2025Q1: 96,388 shares; 2025Q2: 106,992 shares; 2025Q3: 114,002 shares; 2025Q4: 113,956 shares 113,956 $4.33M 0.4% -46 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: 920 shares; 2024Q4: 16,514 shares; 2025Q1: 873 shares; 2025Q2: 22,250 shares; 2025Q3: 891 shares; 2025Q4: 12,323 shares 12,323 $4.32M 0.4% +11,432 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: 34,792 shares; 2025Q1: 34,689 shares; 2025Q2: 26,825 shares; 2025Q3: 26,825 shares; 2025Q4: 27,057 shares 27,057 $4.31M 0.4% +232 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,367 shares; 2025Q2: 288,058 shares; 2025Q3: 281,166 shares; 2025Q4: 273,983 shares 273,983 $4.31M 0.4% -7,183 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: 10,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,104 shares 13,104 $4.29M 0.4% 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: 27,789 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,104 shares; 2025Q4: 33,242 shares 33,242 $4.24M 0.39% +138 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,772 shares 58,772 $4.22M 0.39% new 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: 29,081 shares; 2024Q4: 27,114 shares; 2025Q1: 26,137 shares; 2025Q2: 20,364 shares; 2025Q3: 20,047 shares; 2025Q4: 20,310 shares 20,310 $4.16M 0.38% +263 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,912 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,275 shares 51,275 $4.07M 0.38% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,551 shares 52,551 $4.07M 0.38% new 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: 39,949 shares; 2024Q4: 40,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,922 shares 21,922 $4.06M 0.38% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,739 shares; 2024Q4: 26,719 shares; 2025Q1: 27,817 shares; 2025Q2: 28,897 shares; 2025Q3: 26,794 shares; 2025Q4: 23,444 shares 23,444 $4.05M 0.37% -3,350 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,786 shares 58,786 $4M 0.37% 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: 76,699 shares; 2024Q4: 104,399 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,533 shares 79,533 $3.91M 0.36% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,436 shares 21,436 $3.9M 0.36% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,979 shares; 2025Q1: 142,343 shares; 2025Q2: 137,051 shares; 2025Q3: 137,353 shares; 2025Q4: 140,479 shares 140,479 $3.86M 0.36% +3,126 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 24,250 shares; 2025Q4: 22,643 shares 22,643 $3.84M 0.35% -1,607 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: 13,208 shares; 2025Q1: 14,055 shares; 2025Q2: 36,323 shares; 2025Q3: 13,728 shares; 2025Q4: 13,957 shares 13,957 $3.81M 0.35% +229 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: 9,137 shares; 2024Q4: 9,137 shares; 2025Q1: 6,437 shares; 2025Q2: 5,444 shares; 2025Q3: 5,541 shares; 2025Q4: 5,696 shares 5,696 $3.77M 0.35% +155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,200 shares; 2025Q3: 28,500 shares; 2025Q4: 68,195 shares 68,195 $3.6M 0.33% +39,695 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,653 shares 4,653 $3.59M 0.33% new Timeline BOND 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: 16,296 shares; 2024Q4: 16,296 shares; 2025Q1: 16,296 shares; 2025Q2: 16,296 shares; 2025Q3: 16,296 shares; 2025Q4: 38,585 shares 38,585 $3.59M 0.33% +22,289 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: 196,648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,269 shares 70,269 $3.57M 0.33% new 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: 9,253 shares; 2024Q4: 8,766 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,225 shares 12,225 $3.53M 0.33% new Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,919 shares; 2025Q2: 40,366 shares; 2025Q3: 40,266 shares; 2025Q4: 40,268 shares 40,268 $3.51M 0.32% +2 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,186 shares; 2025Q4: 21,302 shares 21,302 $3.4M 0.31% +1,116 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,193 shares; 2025Q3: 44,154 shares; 2025Q4: 45,207 shares 45,207 $3.34M 0.31% +1,053 Timeline EADSY AIRBUS SE - UNSP ADR More: the full row for AIRBUS SE - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,927 shares; 2025Q2: 62,089 shares; 2025Q3: 61,519 shares; 2025Q4: 56,911 shares 56,911 $3.3M 0.3% -4,608 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: 37,891 shares; 2024Q4: 37,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,048 shares 9,048 $3.2M 0.3% new 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: 6,991 shares; 2024Q4: 5,733 shares; 2025Q1: 10,323 shares; 2025Q2: 12,199 shares; 2025Q3: 6,454 shares; 2025Q4: 6,586 shares 6,586 $3.09M 0.29% +132 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,739 shares; 2025Q1: 119,372 shares; 2025Q2: 57,270 shares; 2025Q3: 54,263 shares; 2025Q4: 57,308 shares 57,308 $3.07M 0.28% +3,045 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,356 shares; 2024Q4: 23,761 shares; 2025Q1: 14,858 shares; 2025Q2: 14,627 shares; 2025Q3: 13,857 shares; 2025Q4: 10,162 shares 10,162 $3M 0.28% -3,695 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,077 shares; 2024Q4: 40,501 shares; 2025Q1: 37,890 shares; 2025Q2: 42,529 shares; 2025Q3: 44,665 shares; 2025Q4: 45,505 shares 45,505 $2.87M 0.27% +840 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,945 shares; 2024Q4: 83,752 shares; 2025Q1: 82,059 shares; 2025Q2: 72,478 shares; 2025Q3: 79,573 shares; 2025Q4: 76,605 shares 76,605 $2.87M 0.27% -2,968 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,514 shares; 2024Q4: 92,320 shares; 2025Q1: 93,621 shares; 2025Q2: 89,305 shares; 2025Q3: 95,811 shares; 2025Q4: 94,302 shares 94,302 $2.81M 0.26% -1,509 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: not reported; 2024Q4: 10,980 shares; 2025Q1: not reported; 2025Q2: 4,327 shares; 2025Q3: 4,327 shares; 2025Q4: 4,356 shares 4,356 $2.73M 0.25% +29 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,325 shares; 2024Q4: 27,408 shares; 2025Q1: 25,442 shares; 2025Q2: 27,260 shares; 2025Q3: 27,845 shares; 2025Q4: 27,900 shares 27,900 $2.73M 0.25% +55 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,957 shares; 2024Q4: 26,644 shares; 2025Q1: 28,047 shares; 2025Q2: 32,282 shares; 2025Q3: 34,470 shares; 2025Q4: 34,147 shares 34,147 $2.71M 0.25% -323 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,403 shares; 2024Q4: 14,588 shares; 2025Q1: 19,291 shares; 2025Q2: 23,652 shares; 2025Q3: 26,006 shares; 2025Q4: 25,986 shares 25,986 $2.69M 0.25% -20 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: 9,985 shares; 2024Q4: 9,985 shares; 2025Q1: 10,016 shares; 2025Q2: 10,055 shares; 2025Q3: 8,306 shares; 2025Q4: 8,432 shares 8,432 $2.65M 0.24% +126 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,027 shares; 2025Q4: 57,644 shares 57,644 $2.65M 0.24% +20,617 Timeline FXL 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: 15,296 shares; 2024Q4: 15,454 shares; 2025Q1: 13,623 shares; 2025Q2: 14,885 shares; 2025Q3: 15,416 shares; 2025Q4: 15,418 shares 15,418 $2.59M 0.24% +2 Timeline LONZ 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: 29,927 shares; 2024Q4: 137,902 shares; 2025Q1: 271,091 shares; 2025Q2: 127,215 shares; 2025Q3: 130,706 shares; 2025Q4: 51,158 shares 51,158 $2.57M 0.24% -79,548 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 9,791 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,574 shares 9,574 $2.5M 0.23% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 8,944 shares; 2025Q1: 8,558 shares; 2025Q2: 8,090 shares; 2025Q3: 8,020 shares; 2025Q4: 7,784 shares 7,784 $2.45M 0.23% -236 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,595 shares; 2024Q4: 19,133 shares; 2025Q1: 21,099 shares; 2025Q2: 24,591 shares; 2025Q3: 26,788 shares; 2025Q4: 26,677 shares 26,677 $2.42M 0.22% -111 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,976 shares; 2024Q4: 17,196 shares; 2025Q1: 14,651 shares; 2025Q2: 40,805 shares; 2025Q3: 66,493 shares; 2025Q4: 14,876 shares 14,876 $2.41M 0.22% -51,617 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,355 shares; 2024Q4: 59,663 shares; 2025Q1: 58,590 shares; 2025Q2: 53,805 shares; 2025Q3: 37,462 shares; 2025Q4: 31,736 shares 31,736 $2.41M 0.22% -5,726 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: 18,151 shares; 2024Q4: 18,070 shares; 2025Q1: 69,107 shares; 2025Q2: 18,091 shares; 2025Q3: 18,070 shares; 2025Q4: 18,596 shares 18,596 $2.33M 0.22% +526 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: 27,653 shares; 2024Q4: 27,445 shares; 2025Q1: 32,440 shares; 2025Q2: 36,124 shares; 2025Q3: 36,387 shares; 2025Q4: 36,785 shares 36,785 $2.3M 0.21% +398 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: 46,814 shares; 2024Q4: 105,510 shares; 2025Q1: 156,743 shares; 2025Q2: 44,122 shares; 2025Q3: 37,960 shares; 2025Q4: 29,168 shares 29,168 $2.25M 0.21% -8,792 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,067 shares; 2025Q4: 4,932 shares 4,932 $2.25M 0.21% -135 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 904 shares; 2025Q1: 901 shares; 2025Q2: 896 shares; 2025Q3: 921 shares; 2025Q4: 1,109 shares 1,109 $2.23M 0.21% +188 Timeline DEUS 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: 35,588 shares; 2024Q4: 34,657 shares; 2025Q1: 32,730 shares; 2025Q2: 36,245 shares; 2025Q3: 37,716 shares; 2025Q4: 37,594 shares 37,594 $2.19M 0.2% -122 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,115 shares; 2025Q2: 32,131 shares; 2025Q3: 33,148 shares; 2025Q4: 33,106 shares 33,106 $2.13M 0.2% -42 Timeline PYLD 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: not reported; 2025Q3: not reported; 2025Q4: 78,791 shares 78,791 $2.1M 0.19% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,055 shares 22,055 $2.1M 0.19% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 117,118 shares 117,118 $2.09M 0.19% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,944 shares 18,944 $2.09M 0.19% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,859 shares; 2024Q4: 30,807 shares; 2025Q1: 19,091 shares; 2025Q2: not reported; 2025Q3: 72,944 shares; 2025Q4: 16,497 shares 16,497 $2.08M 0.19% -56,447 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: 58,490 shares; 2024Q4: 45,831 shares; 2025Q1: 100,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,710 shares 25,710 $2.06M 0.19% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,773 shares; 2025Q4: 18,466 shares 18,466 $2.04M 0.19% +8,693 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,246 shares 25,246 $2.04M 0.19% new Timeline BAESY BAE SYSTEMS PLC -SPON ADR More: the full row for BAE SYSTEMS PLC -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,107 shares; 2025Q2: 16,669 shares; 2025Q3: 18,845 shares; 2025Q4: 21,507 shares 21,507 $2M 0.18% +2,662 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,512 shares; 2025Q1: 9,573 shares; 2025Q2: 9,513 shares; 2025Q3: 9,665 shares; 2025Q4: 9,077 shares 9,077 $1.99M 0.18% -588 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,933 shares; 2024Q4: 23,976 shares; 2025Q1: 22,023 shares; 2025Q2: 23,590 shares; 2025Q3: 24,838 shares; 2025Q4: 24,473 shares 24,473 $1.98M 0.18% -365 Timeline EZM 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: 22,495 shares; 2024Q4: 19,926 shares; 2025Q1: 21,579 shares; 2025Q2: 26,475 shares; 2025Q3: 29,523 shares; 2025Q4: 29,304 shares 29,304 $1.96M 0.18% -219 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 99,845 shares 99,845 $1.94M 0.18% new 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: 16,597 shares; 2024Q4: 16,522 shares; 2025Q1: 16,490 shares; 2025Q2: 16,527 shares; 2025Q3: 15,831 shares; 2025Q4: 15,783 shares 15,783 $1.9M 0.18% -48 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,891 shares; 2024Q4: 11,724 shares; 2025Q1: 10,709 shares; 2025Q2: 12,920 shares; 2025Q3: 13,660 shares; 2025Q4: 13,838 shares 13,838 $1.88M 0.17% +178 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,075 shares; 2024Q4: 127,504 shares; 2025Q1: 191,975 shares; 2025Q2: 245,028 shares; 2025Q3: 285,015 shares; 2025Q4: 255,743 shares 255,743 $1.87M 0.17% -29,272 Timeline AIQ 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: 10,029 shares; 2024Q4: 18,021 shares; 2025Q1: 26,470 shares; 2025Q2: 30,432 shares; 2025Q3: 35,142 shares; 2025Q4: 36,503 shares 36,503 $1.86M 0.17% +1,361 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: 12,032 shares; 2024Q4: 10,641 shares; 2025Q1: 2,182 shares; 2025Q2: 8,345 shares; 2025Q3: 2,334 shares; 2025Q4: 11,975 shares 11,975 $1.83M 0.17% +9,641 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 7,357 shares; 2025Q1: 7,880 shares; 2025Q2: 7,706 shares; 2025Q3: 14,661 shares; 2025Q4: 5,324 shares 5,324 $1.83M 0.17% -9,337 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,577 shares; 2025Q3: 48,925 shares; 2025Q4: 50,086 shares 50,086 $1.83M 0.17% +1,161 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: 19,350 shares; 2024Q4: 19,938 shares; 2025Q1: 20,593 shares; 2025Q2: 23,414 shares; 2025Q3: 25,569 shares; 2025Q4: 25,960 shares 25,960 $1.8M 0.17% +391 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 24,096 shares; 2025Q1: 24,446 shares; 2025Q2: 24,461 shares; 2025Q3: 25,362 shares; 2025Q4: 26,376 shares 26,376 $1.8M 0.17% +1,014 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 9,528 shares; 2025Q1: 9,458 shares; 2025Q2: 8,716 shares; 2025Q3: 7,369 shares; 2025Q4: 8,449 shares 8,449 $1.76M 0.16% +1,080 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 16,893 shares; 2025Q4: 22,211 shares 22,211 $1.7M 0.16% +5,318 Timeline BRAMSHILL MULTI-STRATEGY IN… BRAMSHILL MULTI-STRATEGY INCOM More: the full row for BRAMSHILL MULTI-STRATEGY INCOM Quarterly shares; oldest 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: 137,251 shares; 2025Q4: 250,272 shares 250,272 $1.64M 0.15% +113,021 VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,456 shares 2,456 $1.55M 0.14% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,615 shares; 2024Q4: 11,808 shares; 2025Q1: 8,976 shares; 2025Q2: 19,371 shares; 2025Q3: 3,855 shares; 2025Q4: 3,926 shares 3,926 $1.53M 0.14% +71 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,930 shares; 2024Q4: 31,930 shares; 2025Q1: 31,930 shares; 2025Q2: 31,930 shares; 2025Q3: 31,930 shares; 2025Q4: 31,930 shares 31,930 $1.48M 0.14% 0 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: 8,111 shares; 2024Q4: 8,175 shares; 2025Q1: 5,788 shares; 2025Q2: 7,176 shares; 2025Q3: 1,432 shares; 2025Q4: 1,647 shares 1,647 $1.42M 0.13% +215 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: 2,016 shares; 2024Q4: 1,975 shares; 2025Q1: 9,616 shares; 2025Q2: 2,406 shares; 2025Q3: 2,778 shares; 2025Q4: 2,698 shares 2,698 $1.36M 0.13% -80 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,227 shares; 2025Q1: 1,251 shares; 2025Q2: 1,248 shares; 2025Q3: 2,095 shares; 2025Q4: 2,124 shares 2,124 $1.28M 0.12% +29 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: 5,911 shares; 2024Q4: 5,942 shares; 2025Q1: 5,772 shares; 2025Q2: 6,076 shares; 2025Q3: 6,486 shares; 2025Q4: 6,448 shares 6,448 $1.28M 0.12% -38 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: 2,191 shares; 2024Q4: 1,974 shares; 2025Q1: 1,682 shares; 2025Q2: 42,229 shares; 2025Q3: 1,990 shares; 2025Q4: 2,063 shares 2,063 $1.27M 0.12% +73 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,534 shares; 2024Q4: 34,717 shares; 2025Q1: 33,912 shares; 2025Q2: 36,230 shares; 2025Q3: 38,782 shares; 2025Q4: 38,570 shares 38,570 $1.26M 0.12% -212 Timeline PDN 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: 23,528 shares; 2024Q4: 24,409 shares; 2025Q1: 25,392 shares; 2025Q2: 27,977 shares; 2025Q3: 29,659 shares; 2025Q4: 29,585 shares 29,585 $1.25M 0.12% -74 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: 10,877 shares; 2024Q4: 10,636 shares; 2025Q1: 12,339 shares; 2025Q2: 13,572 shares; 2025Q3: 14,759 shares; 2025Q4: 14,820 shares 14,820 $1.22M 0.11% +61 Timeline COSMO PHARMACEUTICALS NV COSMO PHARMACEUTICALS NV More: the full row for COSMO PHARMACEUTICALS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,421 shares 8,421 $1.12M 0.1% new 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: 11,681 shares; 2024Q4: 12,165 shares; 2025Q1: 12,905 shares; 2025Q2: 14,997 shares; 2025Q3: 16,465 shares; 2025Q4: 16,036 shares 16,036 $1.12M 0.1% -429 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,357 shares; 2025Q1: 4,331 shares; 2025Q2: 4,417 shares; 2025Q3: 4,430 shares; 2025Q4: 4,493 shares 4,493 $1.11M 0.1% +63 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 7,411 shares; 2025Q1: not reported; 2025Q2: 21,917 shares; 2025Q3: 19,922 shares; 2025Q4: 21,831 shares 21,831 $1.1M 0.1% +1,909 Timeline GSIMX GLDMN SCHS GQG PRT INTL-INST More: the full row for GLDMN SCHS GQG PRT INTL-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,424 shares; 2024Q4: 51,813 shares; 2025Q1: 51,813 shares; 2025Q2: 50,920 shares; 2025Q3: 47,588 shares; 2025Q4: 46,489 shares 46,489 $1.04M 0.1% -1,099 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: 12,167 shares; 2024Q4: 12,218 shares; 2025Q1: 16,141 shares; 2025Q2: 18,340 shares; 2025Q3: 18,404 shares; 2025Q4: 18,610 shares 18,610 $1M 0.09% +206 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,427 shares; 2024Q4: 29,234 shares; 2025Q1: 21,885 shares; 2025Q2: 21,899 shares; 2025Q3: 21,899 shares; 2025Q4: 21,973 shares 21,973 $999K 0.09% +74 Timeline JVAL 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: 14,471 shares; 2024Q4: 15,008 shares; 2025Q1: 15,775 shares; 2025Q2: 18,349 shares; 2025Q3: 20,171 shares; 2025Q4: 20,023 shares 20,023 $983K 0.09% -148 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: 41,124 shares; 2024Q4: 39,539 shares; 2025Q1: 39,136 shares; 2025Q2: 67,161 shares; 2025Q3: 51,125 shares; 2025Q4: 50,529 shares 50,529 $956K 0.09% -596 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 14,825 shares; 2025Q1: 14,384 shares; 2025Q2: 14,745 shares; 2025Q3: 15,232 shares; 2025Q4: 16,679 shares 16,679 $955K 0.09% +1,447 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 3,883 shares; 2025Q1: 3,422 shares; 2025Q2: 3,430 shares; 2025Q3: 3,455 shares; 2025Q4: 1,635 shares 1,635 $949K 0.09% -1,820 Timeline MINT 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: 6,925 shares; 2024Q4: 5,596 shares; 2025Q1: 9,543 shares; 2025Q2: 12,037 shares; 2025Q3: 10,214 shares; 2025Q4: 8,694 shares 8,694 $872K 0.08% -1,520 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,420 shares; 2025Q1: 8,148 shares; 2025Q2: 1,229 shares; 2025Q3: 3,595 shares; 2025Q4: 3,895 shares 3,895 $846K 0.08% +300 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 15,800 shares; 2025Q3: 15,800 shares; 2025Q4: 15,800 shares 15,800 $843K 0.08% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,626 shares; 2025Q3: 4,538 shares; 2025Q4: 4,041 shares 4,041 $718K 0.07% -497 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: 11,121 shares; 2024Q4: 10,658 shares; 2025Q1: 10,657 shares; 2025Q2: 10,400 shares; 2025Q3: 10,384 shares; 2025Q4: 10,250 shares 10,250 $717K 0.07% -134 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 9,950 shares; 2025Q2: 9,950 shares; 2025Q3: 8,528 shares; 2025Q4: 8,378 shares 8,378 $706K 0.07% -150 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 18,397 shares; 2025Q1: 17,974 shares; 2025Q2: 15,601 shares; 2025Q3: 15,334 shares; 2025Q4: 15,375 shares 15,375 $705K 0.07% +41 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,977 shares; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: 4,467 shares 4,467 $692K 0.06% +2,074 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: not reported; 2024Q4: not reported; 2025Q1: 84,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,198 shares 16,198 $660K 0.06% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,565 shares; 2025Q1: 2,575 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 4,410 shares 4,410 $635K 0.06% +1,848 Timeline HRDG LVNR INTL EQUITY HRDG LVNR INTL EQUITY More: the full row for HRDG LVNR INTL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 26,414 shares; 2025Q1: 26,414 shares; 2025Q2: 25,699 shares; 2025Q3: 22,001 shares; 2025Q4: 22,687 shares 22,687 $616K 0.06% +686 XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 11,285 shares; 2025Q1: 11,269 shares; 2025Q2: 11,191 shares; 2025Q3: 11,191 shares; 2025Q4: 10,391 shares 10,391 $569K 0.05% -800 Timeline JPEM 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: 6,139 shares; 2024Q4: 6,512 shares; 2025Q1: 7,175 shares; 2025Q2: 8,409 shares; 2025Q3: 9,374 shares; 2025Q4: 9,300 shares 9,300 $565K 0.05% -74 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 24,646 shares; 2025Q1: 23,951 shares; 2025Q2: 19,995 shares; 2025Q3: 19,381 shares; 2025Q4: 19,546 shares 19,546 $556K 0.05% +165 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: 99,199 shares; 2025Q3: 1,898 shares; 2025Q4: 1,776 shares 1,776 $535K 0.05% -122 Timeline BEIERSDORF AG ORD F BEIERSDORF AG ORD F More: the full row for BEIERSDORF AG ORD F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 4,793 shares; 2025Q3: 4,793 shares; 2025Q4: 4,793 shares 4,793 $507K 0.05% 0 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: 14,763 shares; 2024Q4: 14,763 shares; 2025Q1: 14,752 shares; 2025Q2: 14,797 shares; 2025Q3: 1,043 shares; 2025Q4: 1,123 shares 1,123 $505K 0.05% +80 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 3,836 shares 3,836 $458K 0.04% +1,912 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,393 shares; 2025Q1: 5,393 shares; 2025Q2: 5,393 shares; 2025Q3: 5,393 shares; 2025Q4: 5,393 shares 5,393 $444K 0.04% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,632 shares; 2025Q1: 4,617 shares; 2025Q2: 4,869 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares 4,813 $430K 0.04% 0 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: 22,053 shares; 2025Q1: 3,220 shares; 2025Q2: 3,290 shares; 2025Q3: 3,290 shares; 2025Q4: 3,270 shares 3,270 $428K 0.04% -20 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 13,258 shares; 2025Q1: 12,901 shares; 2025Q2: 10,609 shares; 2025Q3: 10,376 shares; 2025Q4: 10,466 shares 10,466 $426K 0.04% +90 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 10,587 shares; 2025Q2: 1,359 shares; 2025Q3: 1,356 shares; 2025Q4: 1,362 shares 1,362 $420K 0.04% +6 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,813 shares; 2025Q1: 1,759 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares 1,763 $406K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,879 shares 15,879 $395K 0.04% new Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,799 shares; 2024Q4: 9,615 shares; 2025Q1: 9,615 shares; 2025Q2: 9,615 shares; 2025Q3: 9,615 shares; 2025Q4: 9,615 shares 9,615 $369K 0.03% 0 Timeline EATON VANCE HIGH INCOME EATON VANCE HIGH INCOME More: the full row for EATON VANCE HIGH INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,977 shares; 2024Q4: 77,904 shares; 2025Q1: 81,922 shares; 2025Q2: 82,865 shares; 2025Q3: 85,054 shares; 2025Q4: 86,039 shares 86,039 $369K 0.03% +985 COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,933 shares; 2024Q4: 8,440 shares; 2025Q1: 5,912 shares; 2025Q2: 5,949 shares; 2025Q3: 5,941 shares; 2025Q4: 6,110 shares 6,110 $368K 0.03% +169 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,358 shares; 2025Q4: 5,542 shares 5,542 $359K 0.03% +1,184 Timeline DFA US CORE EQUITY 1 I DFA US CORE EQUITY 1 I More: the full row for DFA US CORE EQUITY 1 I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,999 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 6,999 shares 6,999 $347K 0.03% 0 BTCC GRAYSCALE FUNDS TRUST More: the full row for GRAYSCALE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,418 shares; 2025Q4: 15,966 shares 15,966 $343K 0.03% +4,548 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,198 shares; 2024Q4: 148,044 shares; 2025Q1: 154,083 shares; 2025Q2: 149,919 shares; 2025Q3: 5,566 shares; 2025Q4: 7,235 shares 7,235 $340K 0.03% +1,669 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,603 shares 4,603 $330K 0.03% new Timeline XME 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: 3,147 shares 3,147 $326K 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 9,340 shares; 2025Q1: 8,590 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 10,090 shares 10,090 $323K 0.03% +1,500 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,226 shares; 2025Q1: 3,246 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 2,599 shares 2,599 $320K 0.03% -635 Timeline IXN 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: 3,006 shares; 2024Q4: 3,013 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 3,013 shares; 2025Q4: 3,040 shares 3,040 $319K 0.03% +27 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,795 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,483 shares 1,483 $318K 0.03% -300 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: 2,020 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 2,610 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $317K 0.03% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,370 shares 3,370 $316K 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,686 shares 2,686 $316K 0.03% +14 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: 1,453 shares; 2024Q4: 1,458 shares; 2025Q1: 1,491 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,481 shares 1,481 $314K 0.03% -3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $310K 0.03% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest 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: 16,650 shares 16,650 $309K 0.03% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 26,961 shares; 2025Q2: 23,472 shares; 2025Q3: not reported; 2025Q4: 3,018 shares 3,018 $301K 0.03% new 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: 2,390 shares; 2024Q4: 2,301 shares; 2025Q1: 2,299 shares; 2025Q2: 1,721 shares; 2025Q3: 1,751 shares; 2025Q4: 1,966 shares 1,966 $300K 0.03% +215 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,936 shares; 2025Q1: 1,933 shares; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,888 shares 1,888 $293K 0.03% -45 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,741 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,716 shares; 2025Q4: 7,659 shares 7,659 $283K 0.03% -57 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $274K 0.03% 0 Timeline FCNTX FIDELITY CONTRAFUND More: the full row for FIDELITY CONTRAFUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,060 shares; 2024Q4: 13,471 shares; 2025Q1: 12,055 shares; 2025Q2: 11,231 shares; 2025Q3: 11,231 shares; 2025Q4: 11,231 shares 11,231 $273K 0.03% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,056 shares 5,056 $267K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,395 shares 1,395 $266K 0.02% -55 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 24,935 shares; 2025Q1: 18,522 shares; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: 1,000 shares 1,000 $265K 0.02% -23 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,125 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares 1,059 $263K 0.02% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $252K 0.02% 0 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: 903 shares; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 905 shares 905 $251K 0.02% +1 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,550 shares 5,550 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,513 shares; 2025Q4: 2,498 shares 2,498 $228K 0.02% -15 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,205 shares; 2025Q4: 3,258 shares 3,258 $226K 0.02% +53 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 924 shares; 2025Q4: 982 shares 982 $226K 0.02% +58 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: 13,234 shares; 2024Q4: 10,737 shares; 2025Q1: 15,931 shares; 2025Q2: 10,893 shares; 2025Q3: 6,007 shares; 2025Q4: 6,023 shares 6,023 $225K 0.02% +16 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,180 shares; 2025Q4: 8,670 shares 8,670 $214K 0.02% +490 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 2,514 shares 2,514 $210K 0.02% -556 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,819 shares; 2025Q3: not reported; 2025Q4: 14,224 shares 14,224 $202K 0.02% new Timeline FIDELITY MUNICIPAL MONEYMAR… FIDELITY MUNICIPAL MONEYMARKET More: the full row for FIDELITY MUNICIPAL MONEYMARKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,508,078 shares; 2025Q1: 4,587,078 shares; 2025Q2: 4,611,078 shares; 2025Q3: 136,250 shares; 2025Q4: 193,931 shares 193,931 $194K 0.02% +57,681 ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,814 shares; 2025Q1: 10,899 shares; 2025Q2: 10,930 shares; 2025Q3: 10,814 shares; 2025Q4: 10,814 shares 10,814 $178K 0.02% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,421 shares 11,421 $169K 0.02% new Timeline VANGUARD CA INTERM-TERM TAX… VANGUARD CA INTERM-TERM TAX-EXEMP… More: the full row for VANGUARD CA INTERM-TERM TAX-EXEMPT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,243 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,708 shares; 2025Q4: 13,212 shares 13,212 $153K 0.01% +2,504 INVESCO MORTGAGE CAPITAL INC INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL 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: 17,500 shares 17,500 $147K 0.01% new OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,505 shares; 2025Q4: 14,505 shares 14,505 $84.6K 0.01% -3,000 Timeline MONEY MARKET POOL MONEY MARKET POOL More: the full row for MONEY MARKET POOL Quarterly shares; oldest 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: 11,864 shares; 2025Q4: 15,137 shares 15,137 $18.5K <0.01% +3,273 CYPRESS DEV CORP CYPRESS DEV CORP More: the full row for CYPRESS DEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $2.15K <0.01% 0 GTLL GLOBAL TECHNOLOGIES LTD CL-A More: the full row for GLOBAL TECHNOLOGIES LTD CL-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,000 shares; 2024Q4: 310,000 shares; 2025Q1: 310,000 shares; 2025Q2: 310,000 shares; 2025Q3: 310,000 shares; 2025Q4: 310,000 shares 310,000 $31 <0.01% 0 Timeline LTNC LABOR SMART INC COMMON STOCK ( More: the full row for LABOR SMART INC COMMON STOCK ( Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,571 shares; 2024Q4: 28,571 shares; 2025Q1: 28,571 shares; 2025Q2: 28,571 shares; 2025Q3: 28,571 shares; 2025Q4: 28,571 shares 28,571 $14 <0.01% 0 Timeline