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: 190,366 shares; 2024Q4: 139 shares; 2025Q1: 135,775 shares; 2025Q2: 134,593 shares; 2025Q3: 142,885 shares; 2025Q4: 142,679 shares 142,679 $38.8M 2.91% -206 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: 32,093 shares; 2024Q4: 32 shares; 2025Q1: 50,056 shares; 2025Q2: 31,206 shares; 2025Q3: 49,099 shares; 2025Q4: 50,529 shares 50,529 $34.5M 2.58% +1,430 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: 83,402 shares; 2024Q4: 80 shares; 2025Q1: 80,582 shares; 2025Q2: 58,989 shares; 2025Q3: 59,712 shares; 2025Q4: 59,487 shares 59,487 $28.8M 2.16% -225 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: 16,123 shares; 2024Q4: 18 shares; 2025Q1: 21,843 shares; 2025Q2: 289,537 shares; 2025Q3: 302,001 shares; 2025Q4: 355,367 shares 355,367 $28.5M 2.14% +53,366 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: 8,762 shares; 2024Q4: 9 shares; 2025Q1: 8,783 shares; 2025Q2: 15,985 shares; 2025Q3: 26,124 shares; 2025Q4: 33,059 shares 33,059 $20.7M 1.55% +6,935 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: 81,370 shares; 2024Q4: 84 shares; 2025Q1: 90,272 shares; 2025Q2: 96,645 shares; 2025Q3: 105,986 shares; 2025Q4: 103,939 shares 103,939 $19.4M 1.45% -2,047 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: 74,312 shares; 2024Q4: 72 shares; 2025Q1: 71,718 shares; 2025Q2: 69,443 shares; 2025Q3: 77,572 shares; 2025Q4: 82,930 shares 82,930 $19.1M 1.44% +5,358 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: 43,286 shares; 2024Q4: 43 shares; 2025Q1: 41,618 shares; 2025Q2: 42,181 shares; 2025Q3: 56,733 shares; 2025Q4: 58,569 shares 58,569 $18.3M 1.37% +1,836 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: 81,094 shares; 2024Q4: 77 shares; 2025Q1: 65,715 shares; 2025Q2: 60,259 shares; 2025Q3: 51,324 shares; 2025Q4: 50,909 shares 50,909 $17.6M 1.32% -415 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: 16,641 shares; 2024Q4: 14 shares; 2025Q1: 14,003 shares; 2025Q2: 18,345 shares; 2025Q3: 18,831 shares; 2025Q4: 18,911 shares 18,911 $13M 0.97% +80 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: 44,010 shares; 2024Q4: 41 shares; 2025Q1: 41,596 shares; 2025Q2: 40,355 shares; 2025Q3: 40,088 shares; 2025Q4: 39,968 shares 39,968 $12.9M 0.97% -120 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: 8,442 shares; 2024Q4: 8 shares; 2025Q1: 8,470 shares; 2025Q2: 8,935 shares; 2025Q3: 17,912 shares; 2025Q4: 19,386 shares 19,386 $11.9M 0.89% +1,474 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: 121,249 shares; 2024Q4: 125 shares; 2025Q1: 141,639 shares; 2025Q2: 256,913 shares; 2025Q3: 171,472 shares; 2025Q4: 172,683 shares 172,683 $10.8M 0.81% +1,211 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: 114,204 shares; 2024Q4: 111 shares; 2025Q1: 104,675 shares; 2025Q2: 99,290 shares; 2025Q3: 91,350 shares; 2025Q4: 91,975 shares 91,975 $10.2M 0.77% +625 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: 29,738 shares; 2024Q4: 26 shares; 2025Q1: 27,232 shares; 2025Q2: 27,944 shares; 2025Q3: 27,875 shares; 2025Q4: 28,034 shares 28,034 $9.83M 0.74% +159 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,766 shares; 2024Q4: 47 shares; 2025Q1: 51,039 shares; 2025Q2: 168,515 shares; 2025Q3: 187,191 shares; 2025Q4: 211,599 shares 211,599 $9.4M 0.7% +24,408 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: 117,938 shares; 2024Q4: 112 shares; 2025Q1: 106,461 shares; 2025Q2: 108,000 shares; 2025Q3: 116,274 shares; 2025Q4: 113,023 shares 113,023 $9.07M 0.68% -3,251 Timeline SPAB 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: 60,907 shares; 2024Q4: 60 shares; 2025Q1: 69,440 shares; 2025Q2: 237,344 shares; 2025Q3: 258,276 shares; 2025Q4: 303,111 shares 303,111 $7.81M 0.59% +44,835 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: 3,646 shares; 2024Q4: 3 shares; 2025Q1: 5,471 shares; 2025Q2: 149,943 shares; 2025Q3: 176,629 shares; 2025Q4: 220,842 shares 220,842 $7.47M 0.56% +44,213 Timeline VCIT 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: 35,258 shares; 2024Q4: 33 shares; 2025Q1: 31,623 shares; 2025Q2: 56,831 shares; 2025Q3: 64,236 shares; 2025Q4: 85,750 shares 85,750 $7.18M 0.54% +21,514 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: 5,175 shares; 2024Q4: 5 shares; 2025Q1: 5,548 shares; 2025Q2: 5,623 shares; 2025Q3: 25,010 shares; 2025Q4: 21,016 shares 21,016 $7.05M 0.53% -3,994 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,819 shares; 2024Q4: 70 shares; 2025Q1: 71,288 shares; 2025Q2: 32,775 shares; 2025Q3: 36,469 shares; 2025Q4: 78,124 shares 78,124 $6.9M 0.52% +41,655 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: 40,617 shares; 2024Q4: 40 shares; 2025Q1: 41,238 shares; 2025Q2: 39,345 shares; 2025Q3: 31,737 shares; 2025Q4: 31,785 shares 31,785 $6.58M 0.49% +48 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: 59,227 shares; 2024Q4: 59 shares; 2025Q1: 59,721 shares; 2025Q2: 54,533 shares; 2025Q3: 45,885 shares; 2025Q4: 45,651 shares 45,651 $6.54M 0.49% -234 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: 35,427 shares; 2024Q4: 34 shares; 2025Q1: 33,757 shares; 2025Q2: 35,113 shares; 2025Q3: 36,162 shares; 2025Q4: 35,984 shares 35,984 $6.39M 0.48% -178 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,464 shares; 2024Q4: 54 shares; 2025Q1: 55,758 shares; 2025Q2: 53,028 shares; 2025Q3: 52,773 shares; 2025Q4: 52,714 shares 52,714 $6.31M 0.47% -59 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,538 shares; 2024Q4: 26 shares; 2025Q1: 33,024 shares; 2025Q2: 33,545 shares; 2025Q3: 33,837 shares; 2025Q4: 30,928 shares 30,928 $6.28M 0.47% -2,909 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: 31,276 shares; 2024Q4: 31 shares; 2025Q1: 31,057 shares; 2025Q2: 31,619 shares; 2025Q3: 19,558 shares; 2025Q4: 19,873 shares 19,873 $6.24M 0.47% +315 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: 16,372 shares; 2024Q4: 13 shares; 2025Q1: 13,005 shares; 2025Q2: 13,665 shares; 2025Q3: 101,323 shares; 2025Q4: 100,616 shares 100,616 $6.05M 0.45% -707 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: 16,638 shares; 2024Q4: 17 shares; 2025Q1: 22,600 shares; 2025Q2: 24,027 shares; 2025Q3: 45,664 shares; 2025Q4: 59,388 shares 59,388 $5.93M 0.44% +13,724 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: 7,416 shares; 2024Q4: 7 shares; 2025Q1: 6,815 shares; 2025Q2: 6,549 shares; 2025Q3: 6,747 shares; 2025Q4: 6,741 shares 6,741 $5.93M 0.44% -6 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: 42,228 shares; 2024Q4: 41 shares; 2025Q1: 19,096 shares; 2025Q2: 16,371 shares; 2025Q3: 16,781 shares; 2025Q4: 16,734 shares 16,734 $5.91M 0.44% -47 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: 5,019 shares; 2024Q4: 5 shares; 2025Q1: 7,299 shares; 2025Q2: 6,776 shares; 2025Q3: 5,540 shares; 2025Q4: 5,477 shares 5,477 $5.89M 0.44% -63 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: 14 shares; 2025Q1: 14,978 shares; 2025Q2: 15,796 shares; 2025Q3: 15,716 shares; 2025Q4: 15,414 shares 15,414 $5.78M 0.43% -302 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: 7,923 shares; 2024Q4: 7 shares; 2025Q1: 7,413 shares; 2025Q2: 7,427 shares; 2025Q3: 7,957 shares; 2025Q4: 8,497 shares 8,497 $5.61M 0.42% +540 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 12 shares; 2025Q1: 12,620 shares; 2025Q2: 12,453 shares; 2025Q3: 12,298 shares; 2025Q4: 11,785 shares 11,785 $5.58M 0.42% -513 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,873 shares; 2024Q4: 125 shares; 2025Q1: 128,416 shares; 2025Q2: 131,340 shares; 2025Q3: 130,152 shares; 2025Q4: 130,013 shares 130,013 $5.43M 0.41% -139 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: 55,922 shares; 2024Q4: 55 shares; 2025Q1: 56,490 shares; 2025Q2: 57,680 shares; 2025Q3: 57,664 shares; 2025Q4: 57,914 shares 57,914 $5.3M 0.4% +250 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: 25,748 shares; 2024Q4: 27 shares; 2025Q1: 56,488 shares; 2025Q2: 57,627 shares; 2025Q3: 62,823 shares; 2025Q4: 58,672 shares 58,672 $5.25M 0.39% -4,151 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: 22,996 shares; 2024Q4: 17 shares; 2025Q1: 20,832 shares; 2025Q2: 20,542 shares; 2025Q3: 20,590 shares; 2025Q4: 18,229 shares 18,229 $5.2M 0.39% -2,361 Timeline QGRW 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: 39,694 shares; 2024Q4: 42 shares; 2025Q1: 77,387 shares; 2025Q2: 79,360 shares; 2025Q3: 87,361 shares; 2025Q4: 88,006 shares 88,006 $5.16M 0.39% +645 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: 20,788 shares; 2024Q4: 20 shares; 2025Q1: 20,485 shares; 2025Q2: 20,484 shares; 2025Q3: 16,185 shares; 2025Q4: 16,522 shares 16,522 $5.16M 0.39% +337 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: 6,083 shares; 2024Q4: 6 shares; 2025Q1: 6,373 shares; 2025Q2: 6,264 shares; 2025Q3: 44,887 shares; 2025Q4: 62,573 shares 62,573 $5.08M 0.38% +17,686 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,041 shares; 2024Q4: 66 shares; 2025Q1: 65,939 shares; 2025Q2: 63,677 shares; 2025Q3: 71,402 shares; 2025Q4: 69,729 shares 69,729 $4.98M 0.37% -1,673 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: 18,801 shares; 2024Q4: 18 shares; 2025Q1: 17,141 shares; 2025Q2: 17,368 shares; 2025Q3: 17,376 shares; 2025Q4: 34,271 shares 34,271 $4.93M 0.37% +16,895 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 10 shares; 2025Q1: 11,071 shares; 2025Q2: 11,325 shares; 2025Q3: 11,288 shares; 2025Q4: 11,366 shares 11,366 $4.8M 0.36% +78 Timeline SGOV 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: 5,923 shares; 2024Q4: 5 shares; 2025Q1: 53,648 shares; 2025Q2: 50,388 shares; 2025Q3: 43,678 shares; 2025Q4: 47,706 shares 47,706 $4.79M 0.36% +4,028 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: 10,930 shares; 2024Q4: 10 shares; 2025Q1: 10,336 shares; 2025Q2: 10,318 shares; 2025Q3: 15,380 shares; 2025Q4: 19,453 shares 19,453 $4.79M 0.36% +4,073 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: 44,406 shares; 2024Q4: 43 shares; 2025Q1: 45,291 shares; 2025Q2: 42,357 shares; 2025Q3: 39,406 shares; 2025Q4: 39,751 shares 39,751 $4.78M 0.36% +345 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: 26,664 shares; 2024Q4: 26 shares; 2025Q1: 36,004 shares; 2025Q2: 36,850 shares; 2025Q3: 36,912 shares; 2025Q4: 36,874 shares 36,874 $4.67M 0.35% -38 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,063 shares; 2024Q4: 29 shares; 2025Q1: 33,420 shares; 2025Q2: 59,596 shares; 2025Q3: 63,947 shares; 2025Q4: 70,564 shares 70,564 $4.66M 0.35% +6,617 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: 14,049 shares; 2024Q4: 14 shares; 2025Q1: 12,420 shares; 2025Q2: 10,224 shares; 2025Q3: 9,741 shares; 2025Q4: 9,626 shares 9,626 $4.66M 0.35% -115 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,311 shares; 2024Q4: 47 shares; 2025Q1: 48,498 shares; 2025Q2: 49,271 shares; 2025Q3: 49,126 shares; 2025Q4: 49,094 shares 49,094 $4.54M 0.34% -32 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,402 shares; 2024Q4: 57 shares; 2025Q1: 58,434 shares; 2025Q2: 57,207 shares; 2025Q3: 58,528 shares; 2025Q4: 59,270 shares 59,270 $4.37M 0.33% +742 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: 4,297 shares; 2024Q4: 4 shares; 2025Q1: 4,317 shares; 2025Q2: 5,038 shares; 2025Q3: 49,521 shares; 2025Q4: 48,792 shares 48,792 $4.34M 0.33% -729 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: 25,501 shares; 2024Q4: 26 shares; 2025Q1: 27,114 shares; 2025Q2: 31,726 shares; 2025Q3: 34,109 shares; 2025Q4: 35,957 shares 35,957 $4.32M 0.32% +1,848 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: 34,920 shares; 2024Q4: 36 shares; 2025Q1: 37,295 shares; 2025Q2: 30,261 shares; 2025Q3: 22,378 shares; 2025Q4: 22,089 shares 22,089 $4.31M 0.32% -289 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 10 shares; 2025Q1: 10,020 shares; 2025Q2: 9,970 shares; 2025Q3: 10,145 shares; 2025Q4: 48,968 shares 48,968 $4.29M 0.32% +38,823 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: 3,969 shares; 2024Q4: 4 shares; 2025Q1: 3,899 shares; 2025Q2: 4,008 shares; 2025Q3: 49,931 shares; 2025Q4: 57,970 shares 57,970 $4.26M 0.32% +8,039 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,976 shares; 2024Q4: 29 shares; 2025Q1: 30,168 shares; 2025Q2: 29,161 shares; 2025Q3: 18,295 shares; 2025Q4: 18,332 shares 18,332 $4.24M 0.32% +37 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: 40,042 shares; 2024Q4: 38 shares; 2025Q1: 38,659 shares; 2025Q2: 42,273 shares; 2025Q3: 43,519 shares; 2025Q4: 43,954 shares 43,954 $4.22M 0.32% +435 Timeline AGGY 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: 53,782 shares; 2024Q4: 57 shares; 2025Q1: 79,424 shares; 2025Q2: 81,531 shares; 2025Q3: 84,649 shares; 2025Q4: 95,322 shares 95,322 $4.2M 0.31% +10,673 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: 19,027 shares; 2024Q4: 18 shares; 2025Q1: 18,420 shares; 2025Q2: 18,373 shares; 2025Q3: 17,963 shares; 2025Q4: 18,194 shares 18,194 $4.16M 0.31% +231 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: 14,902 shares; 2024Q4: 37 shares; 2025Q1: 38,527 shares; 2025Q2: 40,112 shares; 2025Q3: 36,372 shares; 2025Q4: 34,478 shares 34,478 $4.13M 0.31% -1,894 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: 19,554 shares; 2024Q4: 17 shares; 2025Q1: 18,088 shares; 2025Q2: 18,178 shares; 2025Q3: 18,262 shares; 2025Q4: 19,516 shares 19,516 $4.11M 0.31% +1,254 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: 28,377 shares; 2024Q4: 29 shares; 2025Q1: 31,124 shares; 2025Q2: 32,578 shares; 2025Q3: 33,613 shares; 2025Q4: 35,710 shares 35,710 $4.07M 0.31% +2,097 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,463 shares; 2024Q4: 16 shares; 2025Q1: 16,023 shares; 2025Q2: 15,638 shares; 2025Q3: 16,488 shares; 2025Q4: 16,620 shares 16,620 $4.01M 0.3% +132 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: 49,779 shares; 2024Q4: 47 shares; 2025Q1: 45,953 shares; 2025Q2: 52,685 shares; 2025Q3: 37,173 shares; 2025Q4: 37,339 shares 37,339 $3.93M 0.29% +166 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: 49,229 shares; 2024Q4: 45 shares; 2025Q1: 47,580 shares; 2025Q2: 46,075 shares; 2025Q3: 48,292 shares; 2025Q4: 48,096 shares 48,096 $3.93M 0.29% -196 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: 21,901 shares; 2024Q4: 22 shares; 2025Q1: 10,165 shares; 2025Q2: 10,768 shares; 2025Q3: 11,302 shares; 2025Q4: 11,299 shares 11,299 $3.89M 0.29% -3 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: 22,440 shares; 2024Q4: 22 shares; 2025Q1: 22,110 shares; 2025Q2: 68,008 shares; 2025Q3: 74,340 shares; 2025Q4: 80,313 shares 80,313 $3.88M 0.29% +5,973 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 4 shares; 2025Q1: 4,904 shares; 2025Q2: 5,016 shares; 2025Q3: 5,031 shares; 2025Q4: 5,033 shares 5,033 $3.86M 0.29% +2 Timeline FTCS 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: 72,908 shares; 2024Q4: 67 shares; 2025Q1: 65,028 shares; 2025Q2: 68,526 shares; 2025Q3: 40,450 shares; 2025Q4: 40,856 shares 40,856 $3.78M 0.28% +406 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,367 shares; 2024Q4: 18 shares; 2025Q1: 18,247 shares; 2025Q2: 17,054 shares; 2025Q3: 17,737 shares; 2025Q4: 17,568 shares 17,568 $3.72M 0.28% -169 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: 27,935 shares; 2024Q4: 28 shares; 2025Q1: 27,884 shares; 2025Q2: 64,993 shares; 2025Q3: 69,058 shares; 2025Q4: 69,169 shares 69,169 $3.72M 0.28% +111 Timeline SPHY 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: 9,670 shares; 2024Q4: 9 shares; 2025Q1: 10,793 shares; 2025Q2: 133,145 shares; 2025Q3: 108,147 shares; 2025Q4: 154,742 shares 154,742 $3.66M 0.27% +46,595 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 89 shares; 2025Q1: 102,357 shares; 2025Q2: 104,587 shares; 2025Q3: 104,096 shares; 2025Q4: 103,992 shares 103,992 $3.64M 0.27% -104 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: 34,283 shares; 2024Q4: 36 shares; 2025Q1: 38,767 shares; 2025Q2: 42,199 shares; 2025Q3: 46,434 shares; 2025Q4: 50,356 shares 50,356 $3.6M 0.27% +3,922 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,301 shares; 2024Q4: 14 shares; 2025Q1: 92,152 shares; 2025Q2: 93,845 shares; 2025Q3: 93,365 shares; 2025Q4: 93,079 shares 93,079 $3.57M 0.27% -286 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: 40,254 shares; 2024Q4: 35 shares; 2025Q1: 33,852 shares; 2025Q2: 32,763 shares; 2025Q3: 32,626 shares; 2025Q4: 32,155 shares 32,155 $3.54M 0.27% -471 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: 39,212 shares; 2024Q4: 37 shares; 2025Q1: 39,932 shares; 2025Q2: 37,691 shares; 2025Q3: 23,148 shares; 2025Q4: 23,231 shares 23,231 $3.54M 0.27% +83 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: 3,902 shares; 2024Q4: 2 shares; 2025Q1: 2,927 shares; 2025Q2: 35,251 shares; 2025Q3: 35,145 shares; 2025Q4: 34,938 shares 34,938 $3.49M 0.26% -207 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,116 shares; 2024Q4: 40 shares; 2025Q1: 40,594 shares; 2025Q2: 39,849 shares; 2025Q3: 38,858 shares; 2025Q4: 36,209 shares 36,209 $3.49M 0.26% -2,649 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3 shares; 2025Q1: 46,436 shares; 2025Q2: 47,671 shares; 2025Q3: 47,377 shares; 2025Q4: 47,194 shares 47,194 $3.49M 0.26% -183 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 9 shares; 2025Q1: 9,889 shares; 2025Q2: 9,445 shares; 2025Q3: 9,838 shares; 2025Q4: 9,917 shares 9,917 $3.49M 0.26% +79 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: 11,015 shares; 2024Q4: 10 shares; 2025Q1: 11,001 shares; 2025Q2: 10,167 shares; 2025Q3: 7,208 shares; 2025Q4: 6,881 shares 6,881 $3.46M 0.26% -327 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: 28,620 shares; 2024Q4: 27 shares; 2025Q1: 51,200 shares; 2025Q2: 54,909 shares; 2025Q3: 58,437 shares; 2025Q4: 60,385 shares 60,385 $3.46M 0.26% +1,948 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,667 shares; 2024Q4: 120 shares; 2025Q1: 135,627 shares; 2025Q2: 130,497 shares; 2025Q3: 127,278 shares; 2025Q4: 125,131 shares 125,131 $3.43M 0.26% -2,147 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 731 shares; 2025Q3: 630 shares; 2025Q4: 32,386 shares 32,386 $3.42M 0.26% +31,756 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: 13,125 shares; 2024Q4: 14 shares; 2025Q1: 20,798 shares; 2025Q2: 20,527 shares; 2025Q3: 19,970 shares; 2025Q4: 20,902 shares 20,902 $3.39M 0.25% +932 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,174 shares; 2024Q4: 25 shares; 2025Q1: 27,938 shares; 2025Q2: 25,759 shares; 2025Q3: 22,826 shares; 2025Q4: 23,231 shares 23,231 $3.33M 0.25% +405 Timeline WTV 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: 277 shares; 2024Q4: not reported; 2025Q1: 29,243 shares; 2025Q2: 30,118 shares; 2025Q3: 33,829 shares; 2025Q4: 35,591 shares 35,591 $3.32M 0.25% +1,762 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 3 shares; 2025Q1: 3,822 shares; 2025Q2: 3,947 shares; 2025Q3: 4,204 shares; 2025Q4: 4,286 shares 4,286 $3.23M 0.24% +82 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: 18,735 shares; 2024Q4: 17 shares; 2025Q1: 17,529 shares; 2025Q2: 37,285 shares; 2025Q3: 38,255 shares; 2025Q4: 40,970 shares 40,970 $3.23M 0.24% +2,715 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: 12,126 shares; 2024Q4: 9 shares; 2025Q1: 8,994 shares; 2025Q2: 10,992 shares; 2025Q3: 12,673 shares; 2025Q4: 18,691 shares 18,691 $3.2M 0.24% +6,018 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: 8,065 shares; 2024Q4: 7 shares; 2025Q1: 7,724 shares; 2025Q2: 5,803 shares; 2025Q3: 5,782 shares; 2025Q4: 5,599 shares 5,599 $3.2M 0.24% -183 Timeline DDWM 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: 24,906 shares; 2024Q4: 24 shares; 2025Q1: 21,543 shares; 2025Q2: 20,493 shares; 2025Q3: 16,838 shares; 2025Q4: 73,154 shares 73,154 $3.19M 0.24% +56,316 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,595 shares; 2024Q4: 22 shares; 2025Q1: 21,574 shares; 2025Q2: 20,326 shares; 2025Q3: 22,231 shares; 2025Q4: 22,500 shares 22,500 $3.1M 0.23% +269 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 13 shares; 2025Q1: 13,373 shares; 2025Q2: 13,800 shares; 2025Q3: 13,993 shares; 2025Q4: 14,281 shares 14,281 $3.1M 0.23% +288 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,319 shares; 2024Q4: 27 shares; 2025Q1: 23,679 shares; 2025Q2: 22,353 shares; 2025Q3: 26,232 shares; 2025Q4: 26,370 shares 26,370 $2.96M 0.22% +138 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: 3,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 2,901 shares; 2025Q3: 3,333 shares; 2025Q4: 19,153 shares 19,153 $2.93M 0.22% +15,820 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: 11,700 shares; 2024Q4: 10 shares; 2025Q1: 10,171 shares; 2025Q2: 9,807 shares; 2025Q3: 9,652 shares; 2025Q4: 9,638 shares 9,638 $2.85M 0.21% -14 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: 2,347 shares; 2024Q4: 1 shares; 2025Q1: 1,668 shares; 2025Q2: 1,412 shares; 2025Q3: 1,600 shares; 2025Q4: 4,350 shares 4,350 $2.84M 0.21% +2,750 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: 989 shares; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 26,909 shares; 2025Q3: 30,047 shares; 2025Q4: 29,511 shares 29,511 $2.84M 0.21% -536 Timeline VTHR 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: 13,766 shares; 2024Q4: 12 shares; 2025Q1: 11,666 shares; 2025Q2: 11,000 shares; 2025Q3: 10,285 shares; 2025Q4: 9,435 shares 9,435 $2.83M 0.21% -850 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 4 shares; 2025Q1: 4,302 shares; 2025Q2: 17,650 shares; 2025Q3: 17,307 shares; 2025Q4: 17,534 shares 17,534 $2.71M 0.2% +227 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,166 shares; 2024Q4: 26 shares; 2025Q1: 26,775 shares; 2025Q2: 26,731 shares; 2025Q3: 27,158 shares; 2025Q4: 27,917 shares 27,917 $2.68M 0.2% +759 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: 5,043 shares; 2024Q4: 5 shares; 2025Q1: 5,058 shares; 2025Q2: 20,334 shares; 2025Q3: 26,395 shares; 2025Q4: 24,975 shares 24,975 $2.66M 0.2% -1,420 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: 73,079 shares; 2024Q4: 68 shares; 2025Q1: 68,584 shares; 2025Q2: 70,237 shares; 2025Q3: 40,902 shares; 2025Q4: 38,268 shares 38,268 $2.66M 0.2% -2,634 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,541 shares; 2024Q4: 8 shares; 2025Q1: 8,142 shares; 2025Q2: 40,753 shares; 2025Q3: 40,662 shares; 2025Q4: 40,631 shares 40,631 $2.64M 0.2% -31 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: 5,636 shares; 2024Q4: 6 shares; 2025Q1: 5,526 shares; 2025Q2: 5,817 shares; 2025Q3: 8,531 shares; 2025Q4: 12,108 shares 12,108 $2.63M 0.2% +3,577 Timeline MTGP 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: 31,706 shares; 2024Q4: 34 shares; 2025Q1: 50,048 shares; 2025Q2: 51,331 shares; 2025Q3: 52,731 shares; 2025Q4: 58,569 shares 58,569 $2.61M 0.2% +5,838 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: 4,019 shares; 2024Q4: 3 shares; 2025Q1: 4,718 shares; 2025Q2: 3,242 shares; 2025Q3: 3,199 shares; 2025Q4: 27,741 shares 27,741 $2.6M 0.2% +24,542 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 7 shares; 2025Q1: 7,500 shares; 2025Q2: 8,415 shares; 2025Q3: 7,480 shares; 2025Q4: 7,644 shares 7,644 $2.57M 0.19% +164 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: 4,148 shares; 2024Q4: 4 shares; 2025Q1: 4,070 shares; 2025Q2: 4,224 shares; 2025Q3: 30,044 shares; 2025Q4: 33,989 shares 33,989 $2.56M 0.19% +3,945 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: 14,664 shares; 2024Q4: 14 shares; 2025Q1: 14,188 shares; 2025Q2: 14,274 shares; 2025Q3: 17,234 shares; 2025Q4: 16,659 shares 16,659 $2.56M 0.19% -575 Timeline SPTS 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: 5,417 shares; 2024Q4: 6 shares; 2025Q1: 5,922 shares; 2025Q2: 7,400 shares; 2025Q3: 75,887 shares; 2025Q4: 87,209 shares 87,209 $2.55M 0.19% +11,322 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10,272 shares; 2025Q2: 10,516 shares; 2025Q3: 10,485 shares; 2025Q4: 10,475 shares 10,475 $2.54M 0.19% -10 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 8 shares; 2025Q1: 9,542 shares; 2025Q2: 11,780 shares; 2025Q3: 12,719 shares; 2025Q4: 11,531 shares 11,531 $2.53M 0.19% -1,188 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: 13,695 shares; 2024Q4: 13 shares; 2025Q1: 50,912 shares; 2025Q2: 50,620 shares; 2025Q3: 49,489 shares; 2025Q4: 46,780 shares 46,780 $2.51M 0.19% -2,709 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: 6,512 shares; 2024Q4: 6 shares; 2025Q1: 4,376 shares; 2025Q2: 4,356 shares; 2025Q3: 4,244 shares; 2025Q4: 4,295 shares 4,295 $2.46M 0.18% +51 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 52,432 shares; 2025Q4: 52,432 shares 52,432 $2.45M 0.18% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 10 shares; 2025Q1: 11,272 shares; 2025Q2: 11,124 shares; 2025Q3: 11,782 shares; 2025Q4: 11,886 shares 11,886 $2.45M 0.18% +104 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: 6,472 shares; 2024Q4: 6 shares; 2025Q1: 6,674 shares; 2025Q2: 7,435 shares; 2025Q3: 6,846 shares; 2025Q4: 7,414 shares 7,414 $2.43M 0.18% +568 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: 780 shares; 2025Q2: 4,300 shares; 2025Q3: 30,851 shares; 2025Q4: 26,535 shares 26,535 $2.42M 0.18% -4,316 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: 46,967 shares; 2024Q4: 46 shares; 2025Q1: 49,132 shares; 2025Q2: 36,829 shares; 2025Q3: 34,652 shares; 2025Q4: 34,477 shares 34,477 $2.41M 0.18% -175 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8 shares; 2025Q1: 7,763 shares; 2025Q2: 7,763 shares; 2025Q3: 7,833 shares; 2025Q4: 7,643 shares 7,643 $2.41M 0.18% -190 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: 6,044 shares; 2024Q4: 6 shares; 2025Q1: 6,328 shares; 2025Q2: 54,651 shares; 2025Q3: 61,807 shares; 2025Q4: 78,824 shares 78,824 $2.38M 0.18% +17,017 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: 6,082 shares; 2024Q4: 5 shares; 2025Q1: 6,092 shares; 2025Q2: 7,164 shares; 2025Q3: 6,531 shares; 2025Q4: 6,801 shares 6,801 $2.38M 0.18% +270 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,660 shares; 2024Q4: 7 shares; 2025Q1: 7,589 shares; 2025Q2: 8,309 shares; 2025Q3: 7,738 shares; 2025Q4: 7,775 shares 7,775 $2.38M 0.18% +37 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: 8,205 shares; 2024Q4: 8 shares; 2025Q1: 8,161 shares; 2025Q2: 30,667 shares; 2025Q3: 30,737 shares; 2025Q4: 28,633 shares 28,633 $2.37M 0.18% -2,104 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 45,817 shares; 2025Q4: 45,831 shares 45,831 $2.32M 0.17% +14 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: 11,880 shares; 2024Q4: 11 shares; 2025Q1: 12,092 shares; 2025Q2: 9,695 shares; 2025Q3: 11,110 shares; 2025Q4: 22,967 shares 22,967 $2.29M 0.17% +11,857 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: 11,721 shares; 2024Q4: 11 shares; 2025Q1: 11,919 shares; 2025Q2: 24,139 shares; 2025Q3: 26,251 shares; 2025Q4: 29,309 shares 29,309 $2.28M 0.17% +3,058 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 19 shares; 2025Q1: 13,468 shares; 2025Q2: 1,180 shares; 2025Q3: 7,311 shares; 2025Q4: 6,739 shares 6,739 $2.28M 0.17% -572 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: 40,242 shares; 2024Q4: 35 shares; 2025Q1: 34,700 shares; 2025Q2: 33,675 shares; 2025Q3: 31,463 shares; 2025Q4: 29,550 shares 29,550 $2.28M 0.17% -1,913 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: 3,145 shares; 2024Q4: 3 shares; 2025Q1: 3,111 shares; 2025Q2: 3,016 shares; 2025Q3: 2,983 shares; 2025Q4: 2,633 shares 2,633 $2.27M 0.17% -350 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 13 shares; 2025Q1: 137,459 shares; 2025Q2: 160,386 shares; 2025Q3: 181,114 shares; 2025Q4: 193,570 shares 193,570 $2.27M 0.17% +12,456 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5 shares; 2025Q1: 5,384 shares; 2025Q2: 36,887 shares; 2025Q3: 41,002 shares; 2025Q4: 47,996 shares 47,996 $2.25M 0.17% +6,994 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,618 shares; 2024Q4: 16 shares; 2025Q1: 16,435 shares; 2025Q2: 16,095 shares; 2025Q3: 17,787 shares; 2025Q4: 17,288 shares 17,288 $2.25M 0.17% -499 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,430 shares 220,430 $2.23M 0.17% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,405 shares; 2024Q4: 24 shares; 2025Q1: 23,791 shares; 2025Q2: 24,422 shares; 2025Q3: 24,023 shares; 2025Q4: 23,580 shares 23,580 $2.2M 0.16% -443 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: 484 shares; 2024Q4: not reported; 2025Q1: 1,060 shares; 2025Q2: 796 shares; 2025Q3: 768 shares; 2025Q4: 13,280 shares 13,280 $2.14M 0.16% +12,512 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: 5,592 shares; 2024Q4: 5 shares; 2025Q1: 5,478 shares; 2025Q2: 6,569 shares; 2025Q3: 6,732 shares; 2025Q4: 6,988 shares 6,988 $2.12M 0.16% +256 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: 16,483 shares; 2024Q4: 14 shares; 2025Q1: 8,497 shares; 2025Q2: 6,946 shares; 2025Q3: 6,852 shares; 2025Q4: 17,147 shares 17,147 $2.1M 0.16% +10,295 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,414 shares; 2024Q4: 37 shares; 2025Q1: 36,445 shares; 2025Q2: 31,295 shares; 2025Q3: 30,895 shares; 2025Q4: 30,595 shares 30,595 $2.09M 0.16% -300 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: 60,572 shares; 2024Q4: 61 shares; 2025Q1: 58,453 shares; 2025Q2: 53,891 shares; 2025Q3: 51,417 shares; 2025Q4: 50,574 shares 50,574 $2.09M 0.16% -843 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: 11,304 shares; 2024Q4: 11 shares; 2025Q1: 11,136 shares; 2025Q2: 34,427 shares; 2025Q3: 34,853 shares; 2025Q4: 36,589 shares 36,589 $2.08M 0.16% +1,736 Timeline PIZ 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: 241 shares; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 42,341 shares; 2025Q4: 42,226 shares 42,226 $2.07M 0.16% -115 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 4 shares; 2025Q1: 5,124 shares; 2025Q2: 62,579 shares; 2025Q3: 71,110 shares; 2025Q4: 82,168 shares 82,168 $2.06M 0.15% +11,058 Timeline XLG 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: 42,160 shares; 2024Q4: 42 shares; 2025Q1: 39,310 shares; 2025Q2: 34,135 shares; 2025Q3: 34,325 shares; 2025Q4: 34,700 shares 34,700 $2.06M 0.15% +375 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: 7,014 shares; 2024Q4: 6 shares; 2025Q1: 7,017 shares; 2025Q2: 6,106 shares; 2025Q3: 5,717 shares; 2025Q4: 5,532 shares 5,532 $2.05M 0.15% -185 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: 14,535 shares; 2024Q4: 14 shares; 2025Q1: 16,243 shares; 2025Q2: 16,113 shares; 2025Q3: 11,155 shares; 2025Q4: 10,675 shares 10,675 $2.05M 0.15% -480 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: not reported; 2025Q1: 1,085 shares; 2025Q2: 909 shares; 2025Q3: 865 shares; 2025Q4: 15,263 shares 15,263 $2M 0.15% +14,398 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: 12,968 shares; 2024Q4: 13 shares; 2025Q1: 13,799 shares; 2025Q2: 15,758 shares; 2025Q3: 14,340 shares; 2025Q4: 13,544 shares 13,544 $1.94M 0.15% -796 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,047 shares; 2024Q4: 13 shares; 2025Q1: 13,784 shares; 2025Q2: 13,600 shares; 2025Q3: 13,600 shares; 2025Q4: 13,600 shares 13,600 $1.92M 0.14% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,938 shares; 2024Q4: 8 shares; 2025Q1: 12,766 shares; 2025Q2: 12,930 shares; 2025Q3: 10,579 shares; 2025Q4: 10,456 shares 10,456 $1.92M 0.14% -123 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6 shares; 2025Q1: 6,785 shares; 2025Q2: 7,020 shares; 2025Q3: 7,186 shares; 2025Q4: 7,386 shares 7,386 $1.91M 0.14% +200 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,107 shares; 2024Q4: 54 shares; 2025Q1: 55,609 shares; 2025Q2: 51,173 shares; 2025Q3: 52,236 shares; 2025Q4: 52,137 shares 52,137 $1.91M 0.14% -99 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,050 shares; 2024Q4: 27 shares; 2025Q1: 55,147 shares; 2025Q2: 59,620 shares; 2025Q3: 64,173 shares; 2025Q4: 66,507 shares 66,507 $1.9M 0.14% +2,334 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: 6,493 shares; 2024Q4: 6 shares; 2025Q1: 6,342 shares; 2025Q2: 6,342 shares; 2025Q3: 6,340 shares; 2025Q4: 6,506 shares 6,506 $1.89M 0.14% +166 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: 32,783 shares; 2024Q4: 30 shares; 2025Q1: 32,959 shares; 2025Q2: 33,162 shares; 2025Q3: 16,627 shares; 2025Q4: 15,864 shares 15,864 $1.86M 0.14% -763 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: 5,461 shares; 2024Q4: 5 shares; 2025Q1: 5,743 shares; 2025Q2: 5,961 shares; 2025Q3: 6,074 shares; 2025Q4: 6,273 shares 6,273 $1.86M 0.14% +199 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 11 shares; 2025Q1: 11,474 shares; 2025Q2: 11,720 shares; 2025Q3: 11,940 shares; 2025Q4: 11,513 shares 11,513 $1.85M 0.14% -427 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: 1 shares; 2025Q1: 1,456 shares; 2025Q2: 1,566 shares; 2025Q3: 1,615 shares; 2025Q4: 1,694 shares 1,694 $1.81M 0.14% +79 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: 10,580 shares; 2024Q4: 9 shares; 2025Q1: 10,024 shares; 2025Q2: 23,056 shares; 2025Q3: 25,264 shares; 2025Q4: 25,998 shares 25,998 $1.81M 0.14% +734 Timeline SPEM 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: 1,671 shares; 2024Q4: 1 shares; 2025Q1: 2,018 shares; 2025Q2: 26,570 shares; 2025Q3: 33,383 shares; 2025Q4: 38,530 shares 38,530 $1.8M 0.14% +5,147 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: 11,598 shares; 2024Q4: 11 shares; 2025Q1: 12,580 shares; 2025Q2: 11,118 shares; 2025Q3: 6,494 shares; 2025Q4: 6,651 shares 6,651 $1.76M 0.13% +157 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 3 shares; 2025Q1: 3,593 shares; 2025Q2: 3,492 shares; 2025Q3: 3,422 shares; 2025Q4: 3,083 shares 3,083 $1.75M 0.13% -339 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6 shares; 2025Q1: 10,226 shares; 2025Q2: 15,996 shares; 2025Q3: 15,479 shares; 2025Q4: 15,625 shares 15,625 $1.75M 0.13% +146 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,573 shares; 2024Q4: 16 shares; 2025Q1: 17,327 shares; 2025Q2: 16,964 shares; 2025Q3: 15,064 shares; 2025Q4: 13,762 shares 13,762 $1.72M 0.13% -1,302 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,890 shares; 2025Q2: 198,390 shares; 2025Q3: 210,310 shares; 2025Q4: 149,640 shares 149,640 $1.72M 0.13% -60,670 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8 shares; 2025Q1: 8,520 shares; 2025Q2: 8,919 shares; 2025Q3: 9,090 shares; 2025Q4: 7,793 shares 7,793 $1.7M 0.13% -1,297 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: 4,040 shares; 2024Q4: 4 shares; 2025Q1: 4,595 shares; 2025Q2: 3,413 shares; 2025Q3: 3,493 shares; 2025Q4: 3,775 shares 3,775 $1.7M 0.13% +282 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: not reported; 2025Q1: 4,982 shares; 2025Q2: 7,054 shares; 2025Q3: 28,199 shares; 2025Q4: 32,949 shares 32,949 $1.68M 0.13% +4,750 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 15 shares; 2025Q1: 62,811 shares; 2025Q2: 71,759 shares; 2025Q3: 79,518 shares; 2025Q4: 85,090 shares 85,090 $1.65M 0.12% +5,572 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,806 shares; 2024Q4: 360 shares; 2025Q1: 361,819 shares; 2025Q2: 10,905 shares; 2025Q3: 9,533 shares; 2025Q4: 9,637 shares 9,637 $1.64M 0.12% +104 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5 shares; 2025Q1: 6,055 shares; 2025Q2: 6,277 shares; 2025Q3: 6,413 shares; 2025Q4: 6,747 shares 6,747 $1.64M 0.12% +334 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: 6,230 shares; 2024Q4: 6 shares; 2025Q1: 6,196 shares; 2025Q2: 6,194 shares; 2025Q3: 6,313 shares; 2025Q4: 6,322 shares 6,322 $1.63M 0.12% +9 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,935 shares; 2024Q4: 21 shares; 2025Q1: 20,840 shares; 2025Q2: 21,272 shares; 2025Q3: 18,583 shares; 2025Q4: 18,676 shares 18,676 $1.63M 0.12% +93 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 3 shares; 2025Q1: 3,842 shares; 2025Q2: 4,281 shares; 2025Q3: 4,989 shares; 2025Q4: 5,253 shares 5,253 $1.62M 0.12% +264 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: 398 shares; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 518 shares; 2025Q3: 1,669 shares; 2025Q4: 1,831 shares 1,831 $1.61M 0.12% +162 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7 shares; 2025Q1: 12,224 shares; 2025Q2: 13,649 shares; 2025Q3: 14,103 shares; 2025Q4: 15,753 shares 15,753 $1.6M 0.12% +1,650 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: 1,453 shares; 2024Q4: 1 shares; 2025Q1: 16,876 shares; 2025Q2: 20,266 shares; 2025Q3: 21,153 shares; 2025Q4: 18,295 shares 18,295 $1.59M 0.12% -2,858 Timeline FDL 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: 30,314 shares; 2024Q4: 30 shares; 2025Q1: 30,239 shares; 2025Q2: 31,606 shares; 2025Q3: 36,581 shares; 2025Q4: 35,682 shares 35,682 $1.58M 0.12% -899 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: 87,038 shares; 2024Q4: 71 shares; 2025Q1: 63,220 shares; 2025Q2: 52,237 shares; 2025Q3: 35,821 shares; 2025Q4: 34,218 shares 34,218 $1.58M 0.12% -1,603 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,100 shares; 2024Q4: 95 shares; 2025Q1: 105,735 shares; 2025Q2: 142,855 shares; 2025Q3: 121,978 shares; 2025Q4: 119,386 shares 119,386 $1.58M 0.12% -2,592 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: 29,688 shares; 2024Q4: 30 shares; 2025Q1: 35,001 shares; 2025Q2: 38,500 shares; 2025Q3: 21,392 shares; 2025Q4: 23,382 shares 23,382 $1.57M 0.12% +1,990 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3 shares; 2025Q1: 3,500 shares; 2025Q2: 225 shares; 2025Q3: 510 shares; 2025Q4: 13,700 shares 13,700 $1.56M 0.12% +13,190 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: 12,709 shares; 2024Q4: 14 shares; 2025Q1: 18,563 shares; 2025Q2: 11,719 shares; 2025Q3: 701 shares; 2025Q4: 12,311 shares 12,311 $1.55M 0.12% +11,610 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: 161 shares; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 136 shares; 2025Q3: 2,216 shares; 2025Q4: 2,300 shares 2,300 $1.52M 0.11% +84 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 11 shares; 2025Q1: 12,126 shares; 2025Q2: 12,598 shares; 2025Q3: 16,205 shares; 2025Q4: 15,943 shares 15,943 $1.52M 0.11% -262 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,357 shares; 2024Q4: 53 shares; 2025Q1: 218,118 shares; 2025Q2: 251,166 shares; 2025Q3: 282,243 shares; 2025Q4: 302,375 shares 302,375 $1.52M 0.11% +20,132 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: 2,191 shares; 2024Q4: 3 shares; 2025Q1: 3,733 shares; 2025Q2: 6,208 shares; 2025Q3: 6,755 shares; 2025Q4: 6,918 shares 6,918 $1.52M 0.11% +163 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: 3,728 shares; 2024Q4: 3 shares; 2025Q1: 3,147 shares; 2025Q2: 3,170 shares; 2025Q3: 3,034 shares; 2025Q4: 2,480 shares 2,480 $1.52M 0.11% -554 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: 1 shares; 2025Q1: 5,814 shares; 2025Q2: 8,554 shares; 2025Q3: 10,154 shares; 2025Q4: 8,846 shares 8,846 $1.51M 0.11% -1,308 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,461 shares; 2024Q4: 32 shares; 2025Q1: 34,684 shares; 2025Q2: 35,870 shares; 2025Q3: 35,294 shares; 2025Q4: 30,852 shares 30,852 $1.51M 0.11% -4,442 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: 72,691 shares; 2024Q4: 69 shares; 2025Q1: 75,492 shares; 2025Q2: 70,267 shares; 2025Q3: 46,341 shares; 2025Q4: 37,027 shares 37,027 $1.51M 0.11% -9,314 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest 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: 7,326 shares 7,326 $1.51M 0.11% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 10 shares; 2025Q1: 10,370 shares; 2025Q2: 13,863 shares; 2025Q3: 9,465 shares; 2025Q4: 9,340 shares 9,340 $1.49M 0.11% -125 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: 43,685 shares; 2024Q4: 41 shares; 2025Q1: 41,171 shares; 2025Q2: 40,415 shares; 2025Q3: 39,359 shares; 2025Q4: 36,396 shares 36,396 $1.46M 0.11% -2,963 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2 shares; 2025Q1: 2,395 shares; 2025Q2: 5,423 shares; 2025Q3: 6,804 shares; 2025Q4: 6,932 shares 6,932 $1.45M 0.11% +128 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 8 shares; 2025Q1: 7,576 shares; 2025Q2: 7,640 shares; 2025Q3: 7,611 shares; 2025Q4: 31,677 shares 31,677 $1.44M 0.11% +24,066 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,358 shares; 2024Q4: 15 shares; 2025Q1: 15,358 shares; 2025Q2: 15,358 shares; 2025Q3: 15,463 shares; 2025Q4: 15,243 shares 15,243 $1.44M 0.11% -220 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,314 shares; 2025Q4: 6,664 shares 6,664 $1.42M 0.11% +350 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: 9,026 shares; 2024Q4: 9 shares; 2025Q1: 5,387 shares; 2025Q2: 5,646 shares; 2025Q3: 26,453 shares; 2025Q4: 27,928 shares 27,928 $1.41M 0.11% +1,475 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: 5,680 shares; 2024Q4: 5 shares; 2025Q1: 6,259 shares; 2025Q2: 6,510 shares; 2025Q3: 5,068 shares; 2025Q4: 4,155 shares 4,155 $1.4M 0.11% -913 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: 2,330 shares; 2024Q4: 8 shares; 2025Q1: 14,426 shares; 2025Q2: 16,572 shares; 2025Q3: 23,247 shares; 2025Q4: 27,717 shares 27,717 $1.4M 0.11% +4,470 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: 5,206 shares; 2024Q4: 5 shares; 2025Q1: 6,299 shares; 2025Q2: 8,775 shares; 2025Q3: 7,453 shares; 2025Q4: 5,204 shares 5,204 $1.4M 0.1% -2,249 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 15,738 shares; 2025Q4: 18,308 shares 18,308 $1.4M 0.1% +2,570 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7 shares; 2025Q1: 7,379 shares; 2025Q2: 7,219 shares; 2025Q3: 6,893 shares; 2025Q4: 6,922 shares 6,922 $1.38M 0.1% +29 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,497 shares; 2024Q4: 25 shares; 2025Q1: 72,574 shares; 2025Q2: 78,244 shares; 2025Q3: 85,323 shares; 2025Q4: 90,166 shares 90,166 $1.38M 0.1% +4,843 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,582 shares; 2024Q4: 50 shares; 2025Q1: 49,667 shares; 2025Q2: 49,607 shares; 2025Q3: 51,729 shares; 2025Q4: 44,428 shares 44,428 $1.38M 0.1% -7,301 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: 7,506 shares; 2024Q4: 7 shares; 2025Q1: 7,800 shares; 2025Q2: 8,404 shares; 2025Q3: 8,846 shares; 2025Q4: 8,799 shares 8,799 $1.36M 0.1% -47 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3 shares; 2025Q1: 3,438 shares; 2025Q2: 3,463 shares; 2025Q3: 3,477 shares; 2025Q4: 21,917 shares 21,917 $1.36M 0.1% +18,440 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,118 shares; 2024Q4: 62 shares; 2025Q1: 92,435 shares; 2025Q2: 130,560 shares; 2025Q3: 126,196 shares; 2025Q4: 102,016 shares 102,016 $1.35M 0.1% -24,180 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: 2,174 shares; 2024Q4: 2 shares; 2025Q1: 2,125 shares; 2025Q2: 1,966 shares; 2025Q3: 1,950 shares; 2025Q4: 1,645 shares 1,645 $1.35M 0.1% -305 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 3,019 shares 3,019 $1.34M 0.1% +2,815 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: 8,551 shares; 2024Q4: 12 shares; 2025Q1: 12,068 shares; 2025Q2: 15,706 shares; 2025Q3: 29,699 shares; 2025Q4: 26,334 shares 26,334 $1.34M 0.1% -3,365 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 7 shares; 2025Q1: 7,085 shares; 2025Q2: 12,984 shares; 2025Q3: 7,090 shares; 2025Q4: 6,211 shares 6,211 $1.33M 0.1% -879 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,112 shares; 2024Q4: 21 shares; 2025Q1: 22,951 shares; 2025Q2: 24,904 shares; 2025Q3: 28,017 shares; 2025Q4: 27,513 shares 27,513 $1.33M 0.1% -504 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,154 shares; 2024Q4: 6 shares; 2025Q1: 4,907 shares; 2025Q2: 4,922 shares; 2025Q3: 12,441 shares; 2025Q4: 15,005 shares 15,005 $1.33M 0.1% +2,564 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: 8,708 shares; 2024Q4: 8 shares; 2025Q1: 8,301 shares; 2025Q2: 25,142 shares; 2025Q3: 26,745 shares; 2025Q4: 28,201 shares 28,201 $1.33M 0.1% +1,456 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5 shares; 2025Q1: 5,796 shares; 2025Q2: 5,966 shares; 2025Q3: 6,008 shares; 2025Q4: 5,948 shares 5,948 $1.33M 0.1% -60 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 14 shares; 2025Q1: 15,390 shares; 2025Q2: 14,835 shares; 2025Q3: 14,126 shares; 2025Q4: 11,639 shares 11,639 $1.32M 0.1% -2,487 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,895 shares; 2024Q4: 30 shares; 2025Q1: 34,062 shares; 2025Q2: 33,942 shares; 2025Q3: 33,942 shares; 2025Q4: 33,942 shares 33,942 $1.31M 0.1% 0 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: 3,709 shares; 2024Q4: 5 shares; 2025Q1: 5,019 shares; 2025Q2: 5,188 shares; 2025Q3: 5,244 shares; 2025Q4: 5,042 shares 5,042 $1.3M 0.1% -202 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,595 shares; 2024Q4: 22 shares; 2025Q1: 32,195 shares; 2025Q2: 30,995 shares; 2025Q3: 30,579 shares; 2025Q4: 37,225 shares 37,225 $1.28M 0.1% +6,646 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3 shares; 2025Q1: 3,050 shares; 2025Q2: 648 shares; 2025Q3: 1,004 shares; 2025Q4: 12,453 shares 12,453 $1.28M 0.1% +11,449 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: 26,703 shares; 2024Q4: 21 shares; 2025Q1: 19,060 shares; 2025Q2: 16,979 shares; 2025Q3: 15,861 shares; 2025Q4: 15,701 shares 15,701 $1.27M 0.09% -160 Timeline EIPI 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: 8,404 shares; 2024Q4: 8 shares; 2025Q1: 46,397 shares; 2025Q2: 52,637 shares; 2025Q3: 58,846 shares; 2025Q4: 62,831 shares 62,831 $1.25M 0.09% +3,985 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: 23,557 shares; 2024Q4: 24 shares; 2025Q1: 23,591 shares; 2025Q2: 22,204 shares; 2025Q3: 26,378 shares; 2025Q4: 26,092 shares 26,092 $1.25M 0.09% -286 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8 shares; 2025Q1: 8,936 shares; 2025Q2: 8,556 shares; 2025Q3: 8,735 shares; 2025Q4: 9,030 shares 9,030 $1.24M 0.09% +295 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3 shares; 2025Q1: 3,709 shares; 2025Q2: 2,738 shares; 2025Q3: 3,594 shares; 2025Q4: 5,415 shares 5,415 $1.23M 0.09% +1,821 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: 19,075 shares; 2024Q4: 19 shares; 2025Q1: 18,983 shares; 2025Q2: 18,863 shares; 2025Q3: 18,401 shares; 2025Q4: 26,700 shares 26,700 $1.23M 0.09% +8,299 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,776 shares; 2024Q4: 11 shares; 2025Q1: 11,712 shares; 2025Q2: 10,420 shares; 2025Q3: 10,363 shares; 2025Q4: 11,057 shares 11,057 $1.22M 0.09% +694 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: 15,201 shares; 2024Q4: 15 shares; 2025Q1: 32,879 shares; 2025Q2: 56,080 shares; 2025Q3: 55,484 shares; 2025Q4: 50,563 shares 50,563 $1.21M 0.09% -4,921 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: 21,476 shares; 2024Q4: 18 shares; 2025Q1: 19,104 shares; 2025Q2: 21,873 shares; 2025Q3: 21,551 shares; 2025Q4: 21,990 shares 21,990 $1.21M 0.09% +439 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4 shares; 2025Q1: 4,811 shares; 2025Q2: 4,929 shares; 2025Q3: 4,985 shares; 2025Q4: 4,809 shares 4,809 $1.21M 0.09% -176 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 8 shares; 2025Q1: 8,617 shares; 2025Q2: 9,369 shares; 2025Q3: 18,403 shares; 2025Q4: 21,418 shares 21,418 $1.17M 0.09% +3,015 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: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,410 shares; 2025Q3: 135,659 shares; 2025Q4: 143,279 shares 143,279 $1.16M 0.09% +7,620 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 27 shares; 2025Q1: 29,839 shares; 2025Q2: 30,883 shares; 2025Q3: 19,252 shares; 2025Q4: 19,266 shares 19,266 $1.15M 0.09% +14 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11 shares; 2025Q1: 9,930 shares; 2025Q2: 9,930 shares; 2025Q3: 9,902 shares; 2025Q4: 9,902 shares 9,902 $1.15M 0.09% 0 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,315 shares; 2024Q4: 29 shares; 2025Q1: 33,272 shares; 2025Q2: 35,297 shares; 2025Q3: 34,712 shares; 2025Q4: 34,197 shares 34,197 $1.15M 0.09% -515 Timeline QIG 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: 1,079 shares; 2024Q4: 1 shares; 2025Q1: 24,976 shares; 2025Q2: 26,462 shares; 2025Q3: 26,446 shares; 2025Q4: 25,549 shares 25,549 $1.15M 0.09% -897 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: 7,003 shares; 2024Q4: 5 shares; 2025Q1: 5,218 shares; 2025Q2: 6,468 shares; 2025Q3: 6,652 shares; 2025Q4: 6,619 shares 6,619 $1.15M 0.09% -33 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,371 shares; 2024Q4: 52 shares; 2025Q1: 66,791 shares; 2025Q2: 85,130 shares; 2025Q3: 96,456 shares; 2025Q4: 101,872 shares 101,872 $1.15M 0.09% +5,416 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 8 shares; 2025Q1: 9,517 shares; 2025Q2: 9,662 shares; 2025Q3: 7,959 shares; 2025Q4: 7,122 shares 7,122 $1.15M 0.09% -837 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,829 shares; 2024Q4: 16 shares; 2025Q1: 27,683 shares; 2025Q2: 28,172 shares; 2025Q3: 30,624 shares; 2025Q4: 29,180 shares 29,180 $1.14M 0.09% -1,444 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: 3,277 shares; 2024Q4: 3 shares; 2025Q1: 3,249 shares; 2025Q2: 3,401 shares; 2025Q3: 3,476 shares; 2025Q4: 3,510 shares 3,510 $1.13M 0.09% +34 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: 4,849 shares; 2024Q4: 4 shares; 2025Q1: 2,288 shares; 2025Q2: 1,668 shares; 2025Q3: 2,448 shares; 2025Q4: 2,415 shares 2,415 $1.13M 0.08% -33 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,743 shares; 2024Q4: 53 shares; 2025Q1: 57,206 shares; 2025Q2: 57,024 shares; 2025Q3: 57,024 shares; 2025Q4: 56,709 shares 56,709 $1.12M 0.08% -315 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: 4,736 shares; 2024Q4: 4 shares; 2025Q1: 4,658 shares; 2025Q2: 4,681 shares; 2025Q3: 4,428 shares; 2025Q4: 4,340 shares 4,340 $1.12M 0.08% -88 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 2,073 shares; 2025Q3: 2,387 shares; 2025Q4: 3,495 shares 3,495 $1.11M 0.08% +1,108 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 4 shares; 2025Q1: 5,063 shares; 2025Q2: 5,847 shares; 2025Q3: 5,536 shares; 2025Q4: 5,310 shares 5,310 $1.11M 0.08% -226 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: 5,946 shares; 2024Q4: 5 shares; 2025Q1: 5,824 shares; 2025Q2: 6,128 shares; 2025Q3: 6,628 shares; 2025Q4: 5,763 shares 5,763 $1.1M 0.08% -865 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,738 shares; 2024Q4: 60 shares; 2025Q1: 59,364 shares; 2025Q2: 63,434 shares; 2025Q3: 66,844 shares; 2025Q4: 66,662 shares 66,662 $1.1M 0.08% -182 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 17 shares; 2025Q1: 16,595 shares; 2025Q2: 15,801 shares; 2025Q3: 13,998 shares; 2025Q4: 14,065 shares 14,065 $1.09M 0.08% +67 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: 24,237 shares; 2024Q4: 25 shares; 2025Q1: 28,110 shares; 2025Q2: 29,110 shares; 2025Q3: 31,626 shares; 2025Q4: 31,829 shares 31,829 $1.09M 0.08% +203 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,126 shares; 2024Q4: 94 shares; 2025Q1: 100,123 shares; 2025Q2: 106,334 shares; 2025Q3: 59,295 shares; 2025Q4: 59,771 shares 59,771 $1.09M 0.08% +476 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,591 shares; 2024Q4: 27 shares; 2025Q1: 61,545 shares; 2025Q2: 68,759 shares; 2025Q3: 74,891 shares; 2025Q4: 78,990 shares 78,990 $1.09M 0.08% +4,099 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: 39,760 shares; 2024Q4: 32 shares; 2025Q1: 34,409 shares; 2025Q2: 34,319 shares; 2025Q3: 34,004 shares; 2025Q4: 33,394 shares 33,394 $1.07M 0.08% -610 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6 shares; 2025Q1: 6,577 shares; 2025Q2: 6,665 shares; 2025Q3: 6,687 shares; 2025Q4: 7,590 shares 7,590 $1.07M 0.08% +903 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: 5,204 shares; 2024Q4: 5 shares; 2025Q1: 5,691 shares; 2025Q2: 5,116 shares; 2025Q3: 5,164 shares; 2025Q4: 5,414 shares 5,414 $1.06M 0.08% +250 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: 11,606 shares; 2024Q4: 11 shares; 2025Q1: 7,835 shares; 2025Q2: 6,273 shares; 2025Q3: 3,398 shares; 2025Q4: 3,200 shares 3,200 $1.06M 0.08% -198 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: 8,067 shares; 2024Q4: 8 shares; 2025Q1: 8,688 shares; 2025Q2: 9,134 shares; 2025Q3: 9,364 shares; 2025Q4: 9,798 shares 9,798 $1.05M 0.08% +434 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: 3,995 shares; 2024Q4: 3 shares; 2025Q1: 4,055 shares; 2025Q2: 4,406 shares; 2025Q3: 4,367 shares; 2025Q4: 4,325 shares 4,325 $1.04M 0.08% -42 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: 20,872 shares; 2024Q4: 20 shares; 2025Q1: 21,306 shares; 2025Q2: 21,543 shares; 2025Q3: 21,946 shares; 2025Q4: 22,069 shares 22,069 $1.04M 0.08% +123 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: 11,809 shares; 2024Q4: 11 shares; 2025Q1: 12,014 shares; 2025Q2: 9,365 shares; 2025Q3: 8,932 shares; 2025Q4: 8,937 shares 8,937 $1.04M 0.08% +5 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 11 shares; 2025Q1: 10,446 shares; 2025Q2: 10,586 shares; 2025Q3: 10,603 shares; 2025Q4: 24,090 shares 24,090 $1.03M 0.08% +13,487 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 725 shares; 2025Q3: 1,880 shares; 2025Q4: 4,016 shares 4,016 $1.03M 0.08% +2,136 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8 shares; 2025Q1: 11,089 shares; 2025Q2: 11,564 shares; 2025Q3: 11,080 shares; 2025Q4: 11,080 shares 11,080 $1.03M 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 6 shares; 2025Q1: 6,872 shares; 2025Q2: 6,467 shares; 2025Q3: 6,100 shares; 2025Q4: 6,362 shares 6,362 $1.02M 0.08% +262 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,305 shares; 2024Q4: 54 shares; 2025Q1: 53,969 shares; 2025Q2: 52,719 shares; 2025Q3: 52,719 shares; 2025Q4: 52,719 shares 52,719 $1.02M 0.08% 0 Timeline NOBL 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: 10,386 shares; 2024Q4: 9 shares; 2025Q1: 9,925 shares; 2025Q2: 9,718 shares; 2025Q3: 9,894 shares; 2025Q4: 9,742 shares 9,742 $1.01M 0.08% -152 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: 2,846 shares; 2024Q4: 2 shares; 2025Q1: 3,055 shares; 2025Q2: 3,201 shares; 2025Q3: 3,284 shares; 2025Q4: 3,363 shares 3,363 $1.01M 0.08% +79 Timeline EES 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: 7,871 shares; 2024Q4: 8 shares; 2025Q1: 9,901 shares; 2025Q2: 10,125 shares; 2025Q3: 11,389 shares; 2025Q4: 17,762 shares 17,762 $1.01M 0.08% +6,373 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: 3,122 shares; 2024Q4: 4 shares; 2025Q1: 3,395 shares; 2025Q2: 2,476 shares; 2025Q3: 5,622 shares; 2025Q4: 5,678 shares 5,678 $1.01M 0.08% +56 Timeline PPA 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: 5,350 shares; 2024Q4: 6 shares; 2025Q1: 5,844 shares; 2025Q2: 5,472 shares; 2025Q3: 6,048 shares; 2025Q4: 6,404 shares 6,404 $1M 0.08% +356 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: not reported; 2025Q1: 4,420 shares; 2025Q2: 8,032 shares; 2025Q3: 9,127 shares; 2025Q4: 7,512 shares 7,512 $1M 0.08% -1,615 Timeline QHY 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: 17,942 shares; 2024Q4: 18 shares; 2025Q1: 19,351 shares; 2025Q2: 19,074 shares; 2025Q3: 18,331 shares; 2025Q4: 21,590 shares 21,590 $1M 0.08% +3,259 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 6,494 shares; 2025Q3: 88,428 shares; 2025Q4: 90,682 shares 90,682 $999K 0.07% +2,254 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1 shares; 2025Q1: 2,687 shares; 2025Q2: 3,715 shares; 2025Q3: 40,766 shares; 2025Q4: 42,852 shares 42,852 $997K 0.07% +2,086 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: 5,040 shares; 2024Q4: 5 shares; 2025Q1: 5,069 shares; 2025Q2: 4,090 shares; 2025Q3: 4,367 shares; 2025Q4: 4,332 shares 4,332 $988K 0.07% -35 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: 2,185 shares; 2024Q4: 2 shares; 2025Q1: 3,374 shares; 2025Q2: 2,808 shares; 2025Q3: 4,374 shares; 2025Q4: 3,941 shares 3,941 $987K 0.07% -433 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: 4,086 shares; 2024Q4: 4 shares; 2025Q1: 4,562 shares; 2025Q2: 4,658 shares; 2025Q3: 4,493 shares; 2025Q4: 4,475 shares 4,475 $983K 0.07% -18 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: 8,513 shares; 2024Q4: 7 shares; 2025Q1: 6,352 shares; 2025Q2: 7,058 shares; 2025Q3: 7,094 shares; 2025Q4: 6,649 shares 6,649 $975K 0.07% -445 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: 492 shares; 2024Q4: 2 shares; 2025Q1: 2,256 shares; 2025Q2: 2,313 shares; 2025Q3: 2,437 shares; 2025Q4: 2,529 shares 2,529 $969K 0.07% +92 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5 shares; 2025Q1: 7,656 shares; 2025Q2: 6,135 shares; 2025Q3: 6,545 shares; 2025Q4: 6,423 shares 6,423 $966K 0.07% -122 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: 55,337 shares; 2024Q4: 52 shares; 2025Q1: 206,064 shares; 2025Q2: 139,670 shares; 2025Q3: 135,536 shares; 2025Q4: 38,679 shares 38,679 $961K 0.07% -96,857 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 27,191 shares 27,191 $954K 0.07% +22,168 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 3 shares; 2025Q1: 3,773 shares; 2025Q2: 5,095 shares; 2025Q3: 5,050 shares; 2025Q4: 4,950 shares 4,950 $946K 0.07% -100 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,720 shares; 2024Q4: 22 shares; 2025Q1: 23,112 shares; 2025Q2: 23,175 shares; 2025Q3: 23,087 shares; 2025Q4: 14,640 shares 14,640 $940K 0.07% -8,447 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3 shares; 2025Q1: 3,463 shares; 2025Q2: 4,717 shares; 2025Q3: 4,673 shares; 2025Q4: 4,813 shares 4,813 $939K 0.07% +140 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,307 shares 14,307 $936K 0.07% new Timeline HDV 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: 7,327 shares; 2024Q4: 13 shares; 2025Q1: 13,095 shares; 2025Q2: 12,002 shares; 2025Q3: 9,314 shares; 2025Q4: 7,643 shares 7,643 $929K 0.07% -1,671 Timeline VONG 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: 1,300 shares; 2024Q4: 1 shares; 2025Q1: 1,300 shares; 2025Q2: 4,752 shares; 2025Q3: 7,832 shares; 2025Q4: 7,634 shares 7,634 $929K 0.07% -198 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,755 shares; 2024Q4: 13 shares; 2025Q1: 14,855 shares; 2025Q2: 11,313 shares; 2025Q3: 11,902 shares; 2025Q4: 10,787 shares 10,787 $925K 0.07% -1,115 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: 22,533 shares; 2024Q4: 22 shares; 2025Q1: 24,207 shares; 2025Q2: 24,392 shares; 2025Q3: 24,327 shares; 2025Q4: 18,151 shares 18,151 $922K 0.07% -6,176 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: 61,834 shares; 2024Q4: 54 shares; 2025Q1: 54,307 shares; 2025Q2: 38,116 shares; 2025Q3: 39,997 shares; 2025Q4: 36,864 shares 36,864 $918K 0.07% -3,133 Timeline RWO 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: 758 shares; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 15,030 shares; 2025Q3: 16,955 shares; 2025Q4: 20,136 shares 20,136 $907K 0.07% +3,181 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: 4,302 shares; 2024Q4: 7 shares; 2025Q1: 7,096 shares; 2025Q2: 7,137 shares; 2025Q3: 7,090 shares; 2025Q4: 6,702 shares 6,702 $906K 0.07% -388 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,570 shares; 2024Q4: 51 shares; 2025Q1: 48,125 shares; 2025Q2: 51,887 shares; 2025Q3: 34,935 shares; 2025Q4: 35,886 shares 35,886 $903K 0.07% +951 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: 4,773 shares; 2024Q4: 5 shares; 2025Q1: 5,696 shares; 2025Q2: 5,682 shares; 2025Q3: 5,620 shares; 2025Q4: 7,168 shares 7,168 $901K 0.07% +1,548 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: 7,364 shares; 2024Q4: 5 shares; 2025Q1: 5,772 shares; 2025Q2: 5,270 shares; 2025Q3: 4,321 shares; 2025Q4: 5,651 shares 5,651 $900K 0.07% +1,330 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 4 shares; 2025Q1: 4,343 shares; 2025Q2: 4,345 shares; 2025Q3: 16,221 shares; 2025Q4: 14,286 shares 14,286 $899K 0.07% -1,935 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 13 shares; 2025Q1: 8,337 shares; 2025Q2: 6,474 shares; 2025Q3: 45,100 shares; 2025Q4: 38,591 shares 38,591 $896K 0.07% -6,509 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: 3,287 shares; 2024Q4: 3 shares; 2025Q1: 3,418 shares; 2025Q2: 6,097 shares; 2025Q3: 5,085 shares; 2025Q4: 4,913 shares 4,913 $894K 0.07% -172 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: 7,595 shares; 2024Q4: 6 shares; 2025Q1: 3,571 shares; 2025Q2: 3,452 shares; 2025Q3: 3,479 shares; 2025Q4: 4,158 shares 4,158 $890K 0.07% +679 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,335 shares; 2025Q3: 1,360 shares; 2025Q4: 1,308 shares 1,308 $885K 0.07% -52 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 3 shares; 2025Q1: 3,356 shares; 2025Q2: 3,498 shares; 2025Q3: 3,308 shares; 2025Q4: 3,264 shares 3,264 $879K 0.07% -44 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,183 shares; 2024Q4: 21 shares; 2025Q1: 24,910 shares; 2025Q2: 24,846 shares; 2025Q3: 24,000 shares; 2025Q4: 24,318 shares 24,318 $875K 0.07% +318 Timeline KNG 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: 31,674 shares; 2024Q4: 33 shares; 2025Q1: 35,313 shares; 2025Q2: 35,329 shares; 2025Q3: 25,521 shares; 2025Q4: 17,726 shares 17,726 $871K 0.07% -7,795 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: 4,737 shares; 2024Q4: 4 shares; 2025Q1: 3,368 shares; 2025Q2: 14,156 shares; 2025Q3: 13,499 shares; 2025Q4: 13,497 shares 13,497 $868K 0.07% -2 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13 shares; 2025Q1: 14,101 shares; 2025Q2: 14,530 shares; 2025Q3: 14,015 shares; 2025Q4: 13,851 shares 13,851 $865K 0.06% -164 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 5 shares; 2025Q1: 8,348 shares; 2025Q2: 11,034 shares; 2025Q3: 10,712 shares; 2025Q4: 10,258 shares 10,258 $864K 0.06% -454 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1 shares; 2025Q1: 1,726 shares; 2025Q2: 2,979 shares; 2025Q3: 2,974 shares; 2025Q4: 3,122 shares 3,122 $853K 0.06% +148 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,819 shares; 2024Q4: 51 shares; 2025Q1: 55,652 shares; 2025Q2: 55,446 shares; 2025Q3: 54,458 shares; 2025Q4: 54,409 shares 54,409 $848K 0.06% -49 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: 3,023 shares; 2024Q4: 2 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,723 shares; 2025Q4: 2,685 shares 2,685 $839K 0.06% -38 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,900 shares; 2024Q4: 87 shares; 2025Q1: 91,985 shares; 2025Q2: 91,985 shares; 2025Q3: 91,985 shares; 2025Q4: 91,985 shares 91,985 $831K 0.06% 0 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: 1,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 1,215 shares; 2025Q3: 1,695 shares; 2025Q4: 1,701 shares 1,701 $830K 0.06% +6 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 5 shares; 2025Q1: 5,847 shares; 2025Q2: 10,866 shares; 2025Q3: 15,171 shares; 2025Q4: 17,603 shares 17,603 $829K 0.06% +2,432 Timeline SMH 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: 1,696 shares; 2024Q4: 1 shares; 2025Q1: 1,840 shares; 2025Q2: 2,099 shares; 2025Q3: 2,032 shares; 2025Q4: 2,296 shares 2,296 $827K 0.06% +264 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6 shares; 2025Q1: 6,104 shares; 2025Q2: 8,090 shares; 2025Q3: 10,432 shares; 2025Q4: 11,134 shares 11,134 $825K 0.06% +702 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,523 shares; 2024Q4: 8 shares; 2025Q1: 8,360 shares; 2025Q2: 8,750 shares; 2025Q3: 10,328 shares; 2025Q4: 10,558 shares 10,558 $824K 0.06% +230 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2 shares; 2025Q1: 4,179 shares; 2025Q2: 5,575 shares; 2025Q3: 5,846 shares; 2025Q4: 8,394 shares 8,394 $821K 0.06% +2,548 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,483 shares; 2024Q4: 19 shares; 2025Q1: 20,353 shares; 2025Q2: 17,560 shares; 2025Q3: 17,559 shares; 2025Q4: 17,635 shares 17,635 $820K 0.06% +76 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 199 shares; 2025Q3: 1,828 shares; 2025Q4: 2,992 shares 2,992 $811K 0.06% +1,164 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 12 shares; 2025Q1: 13,920 shares; 2025Q2: 15,995 shares; 2025Q3: 15,995 shares; 2025Q4: 15,995 shares 15,995 $808K 0.06% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,772 shares; 2024Q4: 14 shares; 2025Q1: 14,288 shares; 2025Q2: 15,554 shares; 2025Q3: 23,481 shares; 2025Q4: 21,027 shares 21,027 $804K 0.06% -2,454 Timeline SWGAY SWATCH GROUP AG UNSPON ADR (SW More: the full row for SWATCH GROUP AG UNSPON ADR (SW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,110 shares; 2025Q3: 75,512 shares; 2025Q4: 75,512 shares 75,512 $802K 0.06% 0 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: 16,048 shares; 2024Q4: 14 shares; 2025Q1: 14,273 shares; 2025Q2: 15,747 shares; 2025Q3: 15,478 shares; 2025Q4: 14,970 shares 14,970 $799K 0.06% -508 Timeline PPRUY KERING UNSPONSORED ADR (FRA) More: the full row for KERING UNSPONSORED ADR (FRA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,707 shares; 2025Q3: 22,524 shares; 2025Q4: 22,516 shares 22,516 $796K 0.06% -8 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: 12,040 shares; 2024Q4: 11 shares; 2025Q1: 13,685 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 15,710 shares 15,710 $792K 0.06% 0 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 34 shares; 2025Q1: 43,290 shares; 2025Q2: 46,740 shares; 2025Q3: 46,740 shares; 2025Q4: 46,740 shares 46,740 $792K 0.06% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,216 shares; 2024Q4: 29 shares; 2025Q1: 28,930 shares; 2025Q2: 24,635 shares; 2025Q3: 27,739 shares; 2025Q4: 25,607 shares 25,607 $787K 0.06% -2,132 Timeline HYLB 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: 6,788 shares; 2024Q4: 7 shares; 2025Q1: 8,747 shares; 2025Q2: 18,329 shares; 2025Q3: 20,091 shares; 2025Q4: 21,354 shares 21,354 $786K 0.06% +1,263 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: 2,004 shares; 2024Q4: 2 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,291 shares; 2025Q4: 2,291 shares 2,291 $786K 0.06% 0 Timeline FMCKJ FEDERAL HOME LN MTG More: the full row for FEDERAL HOME LN MTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,531 shares; 2025Q3: 54,531 shares; 2025Q4: 54,531 shares 54,531 $785K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,198 shares 38,198 $784K 0.06% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,084 shares; 2024Q4: 16 shares; 2025Q1: 15,903 shares; 2025Q2: 12,860 shares; 2025Q3: 5,672 shares; 2025Q4: 5,894 shares 5,894 $782K 0.06% +222 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: 9,485 shares; 2024Q4: 8 shares; 2025Q1: 8,384 shares; 2025Q2: 11,806 shares; 2025Q3: 8,681 shares; 2025Q4: 8,073 shares 8,073 $782K 0.06% -608 Timeline DNNGY ORSTED A/S (DENMARK) More: the full row for ORSTED A/S (DENMARK) Quarterly shares; oldest 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: 34,352 shares; 2025Q4: 120,921 shares 120,921 $775K 0.06% +86,569 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 1 shares; 2025Q1: 1,502 shares; 2025Q2: 1,804 shares; 2025Q3: 3,425 shares; 2025Q4: 4,404 shares 4,404 $773K 0.06% +979 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: 2,366 shares; 2024Q4: 2 shares; 2025Q1: 2,506 shares; 2025Q2: 2,741 shares; 2025Q3: 1,359 shares; 2025Q4: 1,326 shares 1,326 $768K 0.06% -33 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 7 shares; 2025Q1: 7,938 shares; 2025Q2: 7,746 shares; 2025Q3: 7,796 shares; 2025Q4: 6,576 shares 6,576 $768K 0.06% -1,220 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2 shares; 2025Q1: 12,403 shares; 2025Q2: 11,627 shares; 2025Q3: 11,644 shares; 2025Q4: 11,280 shares 11,280 $759K 0.06% -364 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: 11,625 shares; 2024Q4: 11 shares; 2025Q1: 11,065 shares; 2025Q2: 10,916 shares; 2025Q3: 10,916 shares; 2025Q4: 10,916 shares 10,916 $758K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,181 shares; 2024Q4: 14 shares; 2025Q1: 16,720 shares; 2025Q2: 16,802 shares; 2025Q3: 17,023 shares; 2025Q4: 13,125 shares 13,125 $757K 0.06% -3,898 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4 shares; 2025Q1: 4,104 shares; 2025Q2: 4,879 shares; 2025Q3: 4,789 shares; 2025Q4: 4,648 shares 4,648 $757K 0.06% -141 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: not reported; 2025Q1: 2,640 shares; 2025Q2: 2,673 shares; 2025Q3: 2,596 shares; 2025Q4: 2,576 shares 2,576 $756K 0.06% -20 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1 shares; 2025Q1: 12,755 shares; 2025Q2: 13,013 shares; 2025Q3: 14,507 shares; 2025Q4: 16,308 shares 16,308 $755K 0.06% +1,801 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 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: 15,959 shares; 2024Q4: 15 shares; 2025Q1: 15,717 shares; 2025Q2: 1,739 shares; 2025Q3: 1,614 shares; 2025Q4: 1,617 shares 1,617 $753K 0.06% +3 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,840 shares; 2024Q4: 7 shares; 2025Q1: 37,820 shares; 2025Q2: 2,798 shares; 2025Q3: 9,943 shares; 2025Q4: 9,784 shares 9,784 $753K 0.06% -159 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 19 shares; 2025Q1: 20,640 shares; 2025Q2: 20,489 shares; 2025Q3: 20,088 shares; 2025Q4: 20,093 shares 20,093 $752K 0.06% +5 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: 8,919 shares; 2024Q4: 8 shares; 2025Q1: 8,990 shares; 2025Q2: 8,999 shares; 2025Q3: 9,047 shares; 2025Q4: 9,150 shares 9,150 $750K 0.06% +103 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 2 shares; 2025Q1: 1,218 shares; 2025Q2: 1,567 shares; 2025Q3: 2,284 shares; 2025Q4: 3,080 shares 3,080 $748K 0.06% +796 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,675 shares; 2024Q4: 15 shares; 2025Q1: 9,500 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares; 2025Q4: 16,550 shares 16,550 $744K 0.06% -5,000 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 17 shares; 2025Q1: 38,325 shares; 2025Q2: 38,325 shares; 2025Q3: 38,325 shares; 2025Q4: 38,325 shares 38,325 $737K 0.06% 0 Timeline DTD 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: 17,503 shares; 2024Q4: 16 shares; 2025Q1: 15,072 shares; 2025Q2: 14,534 shares; 2025Q3: 11,457 shares; 2025Q4: 8,598 shares 8,598 $730K 0.05% -2,859 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 6,108 shares; 2025Q3: 9,058 shares; 2025Q4: 10,267 shares 10,267 $729K 0.05% +1,209 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,676 shares 34,676 $724K 0.05% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 10 shares; 2025Q1: 11,947 shares; 2025Q2: 15,521 shares; 2025Q3: 17,032 shares; 2025Q4: 16,921 shares 16,921 $723K 0.05% -111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,348 shares; 2025Q3: 13,455 shares; 2025Q4: 8,310 shares 8,310 $722K 0.05% -5,145 Timeline CDLR CADELER A S More: the full row for CADELER A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 26 shares; 2025Q1: 38,747 shares; 2025Q2: 38,747 shares; 2025Q3: 38,747 shares; 2025Q4: 38,747 shares 38,747 $720K 0.05% 0 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: 7,535 shares; 2024Q4: 7 shares; 2025Q1: 7,008 shares; 2025Q2: 8,019 shares; 2025Q3: 9,109 shares; 2025Q4: 9,054 shares 9,054 $719K 0.05% -55 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,615 shares; 2025Q3: 3,703 shares; 2025Q4: 3,895 shares 3,895 $717K 0.05% +192 Timeline HKHHY HEINEKEN HOLDING NV SPONSORED More: the full row for HEINEKEN HOLDING NV SPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,643 shares; 2025Q3: 19,548 shares; 2025Q4: 19,548 shares 19,548 $716K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 222 shares; 2025Q4: 211 shares 211 $716K 0.05% -11 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 8 shares; 2025Q1: 8,928 shares; 2025Q2: 8,442 shares; 2025Q3: 6,469 shares; 2025Q4: 6,191 shares 6,191 $714K 0.05% -278 Timeline FIW 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: 6,067 shares; 2024Q4: 6 shares; 2025Q1: 6,321 shares; 2025Q2: 6,742 shares; 2025Q3: 6,593 shares; 2025Q4: 6,524 shares 6,524 $709K 0.05% -69 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1 shares; 2025Q1: 1,115 shares; 2025Q2: 1,387 shares; 2025Q3: 1,728 shares; 2025Q4: 1,752 shares 1,752 $707K 0.05% +24 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8 shares; 2025Q1: 8,854 shares; 2025Q2: 8,854 shares; 2025Q3: 9,058 shares; 2025Q4: 8,925 shares 8,925 $705K 0.05% -133 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,060 shares; 2024Q4: 62 shares; 2025Q1: 82,848 shares; 2025Q2: 98,197 shares; 2025Q3: 98,197 shares; 2025Q4: 98,197 shares 98,197 $703K 0.05% 0 Timeline BOTZ 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: 2,711 shares; 2024Q4: 2 shares; 2025Q1: 2,811 shares; 2025Q2: 2,905 shares; 2025Q3: 19,539 shares; 2025Q4: 19,397 shares 19,397 $703K 0.05% -142 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9 shares; 2025Q1: 9,988 shares; 2025Q2: 9,801 shares; 2025Q3: 9,376 shares; 2025Q4: 9,552 shares 9,552 $702K 0.05% +176 Timeline BNPQY BNP PARIBAS SPONS ADR More: the full row for BNP PARIBAS SPONS 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: 13,832 shares; 2025Q3: 11,350 shares; 2025Q4: 14,793 shares 14,793 $702K 0.05% +3,443 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 7 shares; 2025Q1: 7,508 shares; 2025Q2: 7,633 shares; 2025Q3: 7,682 shares; 2025Q4: 8,674 shares 8,674 $701K 0.05% +992 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4 shares; 2025Q1: 6,089 shares; 2025Q2: 4,997 shares; 2025Q3: 4,459 shares; 2025Q4: 3,917 shares 3,917 $691K 0.05% -542 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: 6,206 shares; 2024Q4: 6 shares; 2025Q1: 6,214 shares; 2025Q2: 6,909 shares; 2025Q3: 7,760 shares; 2025Q4: 6,447 shares 6,447 $691K 0.05% -1,313 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1 shares; 2025Q1: 1,626 shares; 2025Q2: 1,892 shares; 2025Q3: 1,904 shares; 2025Q4: 1,712 shares 1,712 $689K 0.05% -192 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: 1,668 shares; 2024Q4: 1 shares; 2025Q1: 1,685 shares; 2025Q2: 1,701 shares; 2025Q3: 2,338 shares; 2025Q4: 3,016 shares 3,016 $687K 0.05% +678 Timeline ALPMY Astellas Pharma Inc Unsponsore More: the full row for Astellas Pharma Inc Unsponsore Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,542 shares; 2025Q3: 57,055 shares; 2025Q4: 51,360 shares 51,360 $686K 0.05% -5,695 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: 4,911 shares; 2024Q4: 9 shares; 2025Q1: 10,530 shares; 2025Q2: 10,893 shares; 2025Q3: 3,719 shares; 2025Q4: 3,715 shares 3,715 $684K 0.05% -4 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,037 shares; 2024Q4: 53 shares; 2025Q1: 53,087 shares; 2025Q2: 50,587 shares; 2025Q3: 51,028 shares; 2025Q4: 48,738 shares 48,738 $684K 0.05% -2,290 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 7 shares; 2025Q1: 7,586 shares; 2025Q2: 7,414 shares; 2025Q3: 7,399 shares; 2025Q4: 15,259 shares 15,259 $682K 0.05% +7,860 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 8 shares; 2025Q1: 13,503 shares; 2025Q2: 10,913 shares; 2025Q3: 10,220 shares; 2025Q4: 12,060 shares 12,060 $680K 0.05% +1,840 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: 844 shares; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: 2,990 shares; 2025Q3: 2,214 shares; 2025Q4: 2,153 shares 2,153 $678K 0.05% -61 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,507 shares; 2024Q4: 8 shares; 2025Q1: 8,693 shares; 2025Q2: 3,180 shares; 2025Q3: 3,122 shares; 2025Q4: 3,273 shares 3,273 $677K 0.05% +151 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,961 shares; 2025Q3: 3,889 shares; 2025Q4: 3,915 shares 3,915 $676K 0.05% +26 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 2,183 shares; 2025Q3: 3,583 shares; 2025Q4: 3,775 shares 3,775 $676K 0.05% +192 Timeline HENKY HENKEL AG AND CO KGAA SPONSORE More: the full row for HENKEL AG AND CO KGAA SPONSORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,855 shares; 2025Q3: 30,828 shares; 2025Q4: 35,400 shares 35,400 $676K 0.05% +4,572 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 13 shares; 2025Q1: 23,073 shares; 2025Q2: 20,379 shares; 2025Q3: 22,666 shares; 2025Q4: 26,028 shares 26,028 $675K 0.05% +3,362 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 9 shares; 2025Q1: 11,484 shares; 2025Q2: 12,198 shares; 2025Q3: 9,914 shares; 2025Q4: 9,883 shares 9,883 $674K 0.05% -31 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: 5,086 shares; 2024Q4: 3 shares; 2025Q1: 3,973 shares; 2025Q2: 4,011 shares; 2025Q3: 4,267 shares; 2025Q4: 4,372 shares 4,372 $674K 0.05% +105 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: 2,028 shares; 2024Q4: 2 shares; 2025Q1: 3,890 shares; 2025Q2: 6,205 shares; 2025Q3: 6,262 shares; 2025Q4: 11,230 shares 11,230 $673K 0.05% +4,968 Timeline OVL 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: 13,660 shares; 2024Q4: 13 shares; 2025Q1: 13,291 shares; 2025Q2: 13,518 shares; 2025Q3: 13,436 shares; 2025Q4: 12,600 shares 12,600 $670K 0.05% -836 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2 shares; 2025Q1: 2,129 shares; 2025Q2: 2,080 shares; 2025Q3: 1,904 shares; 2025Q4: 1,874 shares 1,874 $669K 0.05% -30 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1 shares; 2025Q1: 1,737 shares; 2025Q2: 2,846 shares; 2025Q3: 2,813 shares; 2025Q4: 2,693 shares 2,693 $665K 0.05% -120 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1 shares; 2025Q1: 1,594 shares; 2025Q2: 2,337 shares; 2025Q3: 2,364 shares; 2025Q4: 2,532 shares 2,532 $665K 0.05% +168 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 22 shares; 2025Q1: 24,291 shares; 2025Q2: 24,233 shares; 2025Q3: 24,054 shares; 2025Q4: 24,408 shares 24,408 $664K 0.05% +354 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,505 shares; 2024Q4: 14 shares; 2025Q1: 11,313 shares; 2025Q2: 10,603 shares; 2025Q3: 10,502 shares; 2025Q4: 10,929 shares 10,929 $660K 0.05% +427 Timeline CRRFY CARREFOUR S A (F) SPON ADR (FR More: the full row for CARREFOUR S A (F) SPON ADR (FR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,461 shares; 2025Q3: 197,202 shares; 2025Q4: 197,202 shares 197,202 $659K 0.05% 0 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: 818 shares; 2024Q4: 1 shares; 2025Q1: 1,423 shares; 2025Q2: 1,425 shares; 2025Q3: 1,418 shares; 2025Q4: 1,342 shares 1,342 $658K 0.05% -76 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: 3,183 shares; 2024Q4: 2 shares; 2025Q1: 1,854 shares; 2025Q2: 1,624 shares; 2025Q3: 1,571 shares; 2025Q4: 1,368 shares 1,368 $658K 0.05% -203 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 11 shares; 2025Q1: 12,908 shares; 2025Q2: 13,179 shares; 2025Q3: 12,847 shares; 2025Q4: 5,225 shares 5,225 $657K 0.05% -7,622 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,893 shares; 2024Q4: 58 shares; 2025Q1: 53,281 shares; 2025Q2: 51,159 shares; 2025Q3: 50,130 shares; 2025Q4: 50,043 shares 50,043 $657K 0.05% -87 Timeline RECKITT BENCKISER-SPON AD RECKITT BENCKISER-SPON AD More: the full row for RECKITT BENCKISER-SPON AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,298 shares; 2025Q3: 41,647 shares; 2025Q4: 40,521 shares 40,521 $654K 0.05% -1,126 IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2 shares; 2025Q1: 2,958 shares; 2025Q2: 3,288 shares; 2025Q3: 3,476 shares; 2025Q4: 3,606 shares 3,606 $654K 0.05% +130 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,856 shares; 2024Q4: 17 shares; 2025Q1: 7,504 shares; 2025Q2: 5,868 shares; 2025Q3: 4,774 shares; 2025Q4: 4,777 shares 4,777 $651K 0.05% +3 Timeline Rolls-Royce Holdin Ordf Rolls-Royce Holdin Ordf More: the full row for Rolls-Royce Holdin Ordf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,451 shares; 2025Q3: 41,451 shares; 2025Q4: 41,923 shares 41,923 $650K 0.05% +472 WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,701 shares; 2025Q3: 5,996 shares; 2025Q4: 4,961 shares 4,961 $645K 0.05% -1,035 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7 shares; 2025Q1: 12,782 shares; 2025Q2: 9,529 shares; 2025Q3: 16,053 shares; 2025Q4: 16,791 shares 16,791 $644K 0.05% +738 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 10 shares; 2025Q1: 10,133 shares; 2025Q2: 6,083 shares; 2025Q3: 5,437 shares; 2025Q4: 5,511 shares 5,511 $642K 0.05% +74 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: 118,455 shares; 2024Q4: 110 shares; 2025Q1: 100,603 shares; 2025Q2: 36,979 shares; 2025Q3: 32,747 shares; 2025Q4: 21,421 shares 21,421 $640K 0.05% -11,326 Timeline UNTC UNIT CORP COM NEW More: the full row for UNIT CORP COM 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: 20,695 shares; 2025Q3: 20,695 shares; 2025Q4: 20,695 shares 20,695 $638K 0.05% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 44 shares; 2025Q1: 46,813 shares; 2025Q2: 57,895 shares; 2025Q3: 16,857 shares; 2025Q4: 16,535 shares 16,535 $634K 0.05% -322 Timeline DHLGY DEUTSCHE POST AG SPONSORED ADR More: the full row for DEUTSCHE POST AG SPONSORED 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: 11,560 shares; 2025Q3: 11,530 shares; 2025Q4: 11,530 shares 11,530 $633K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,495 shares; 2024Q4: 10 shares; 2025Q1: 10,524 shares; 2025Q2: 10,618 shares; 2025Q3: 10,395 shares; 2025Q4: 1,481 shares 1,481 $631K 0.05% -8,914 Timeline ELD 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: 19,139 shares; 2024Q4: 20 shares; 2025Q1: 20,756 shares; 2025Q2: 20,610 shares; 2025Q3: 19,896 shares; 2025Q4: 21,551 shares 21,551 $629K 0.05% +1,655 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 19 shares; 2025Q4: 8,720 shares 8,720 $629K 0.05% +8,701 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares; 2025Q4: 41,461 shares 41,461 $625K 0.05% +37,622 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6 shares; 2025Q1: 6,526 shares; 2025Q2: 6,522 shares; 2025Q3: 6,469 shares; 2025Q4: 6,033 shares 6,033 $615K 0.05% -436 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: 9,850 shares; 2024Q4: 10 shares; 2025Q1: 11,164 shares; 2025Q2: 11,793 shares; 2025Q3: 5,758 shares; 2025Q4: 6,195 shares 6,195 $615K 0.05% +437 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 13 shares; 2025Q1: 12,789 shares; 2025Q2: 12,737 shares; 2025Q3: 11,085 shares; 2025Q4: 11,202 shares 11,202 $614K 0.05% +117 Timeline JEPQ 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: 3,159 shares; 2024Q4: 4 shares; 2025Q1: 5,652 shares; 2025Q2: 8,479 shares; 2025Q3: 8,619 shares; 2025Q4: 10,559 shares 10,559 $614K 0.05% +1,940 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,069 shares; 2024Q4: 10 shares; 2025Q1: 11,989 shares; 2025Q2: 10,412 shares; 2025Q3: 10,414 shares; 2025Q4: 10,178 shares 10,178 $612K 0.05% -236 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: 953 shares; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,067 shares 1,067 $612K 0.05% -14 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,142 shares; 2024Q4: 17 shares; 2025Q1: 16,686 shares; 2025Q2: 18,488 shares; 2025Q3: 13,629 shares; 2025Q4: 13,210 shares 13,210 $612K 0.05% -419 Timeline WMMVY WALMART DE MEXICO-SPON ADR V More: the full row for WALMART DE MEXICO-SPON ADR 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: 15,636 shares; 2025Q3: 19,620 shares; 2025Q4: 19,620 shares 19,620 $611K 0.05% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 1 shares; 2025Q1: 3,527 shares; 2025Q2: 2,606 shares; 2025Q3: 2,853 shares; 2025Q4: 2,708 shares 2,708 $610K 0.05% -145 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,659 shares; 2024Q4: 11 shares; 2025Q1: 13,637 shares; 2025Q2: 12,813 shares; 2025Q3: 12,415 shares; 2025Q4: 12,736 shares 12,736 $609K 0.05% +321 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3 shares; 2025Q1: 3,646 shares; 2025Q2: 3,634 shares; 2025Q3: 3,613 shares; 2025Q4: 2,938 shares 2,938 $609K 0.05% -675 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,706 shares; 2024Q4: 16 shares; 2025Q1: 16,434 shares; 2025Q2: 16,431 shares; 2025Q3: 15,695 shares; 2025Q4: 15,015 shares 15,015 $609K 0.05% -680 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3 shares; 2025Q1: 3,285 shares; 2025Q2: 3,057 shares; 2025Q3: 2,737 shares; 2025Q4: 7,856 shares 7,856 $608K 0.05% +5,119 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: 2,058 shares; 2024Q4: 4 shares; 2025Q1: 4,146 shares; 2025Q2: 4,419 shares; 2025Q3: 4,474 shares; 2025Q4: 4,534 shares 4,534 $602K 0.05% +60 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: 10,662 shares; 2024Q4: 10 shares; 2025Q1: 11,618 shares; 2025Q2: 11,797 shares; 2025Q3: 4,107 shares; 2025Q4: 4,359 shares 4,359 $601K 0.05% +252 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: 79 shares; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 7,142 shares; 2025Q3: 8,257 shares; 2025Q4: 8,906 shares 8,906 $601K 0.05% +649 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2 shares; 2025Q1: 2,586 shares; 2025Q2: 2,614 shares; 2025Q3: 2,912 shares; 2025Q4: 2,883 shares 2,883 $600K 0.05% -29 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: 33,745 shares; 2024Q4: 22 shares; 2025Q1: 23,042 shares; 2025Q2: 22,705 shares; 2025Q3: 21,899 shares; 2025Q4: 21,791 shares 21,791 $599K 0.04% -108 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5 shares; 2025Q1: 4,690 shares; 2025Q2: 4,710 shares; 2025Q3: 4,722 shares; 2025Q4: 3,289 shares 3,289 $593K 0.04% -1,433 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: 201 shares; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 298 shares; 2025Q3: 288 shares; 2025Q4: 1,044 shares 1,044 $591K 0.04% +756 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 23 shares; 2025Q1: 23,881 shares; 2025Q2: 23,962 shares; 2025Q3: 23,962 shares; 2025Q4: 22,486 shares 22,486 $590K 0.04% -1,476 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,181 shares; 2024Q4: 51 shares; 2025Q1: 57,448 shares; 2025Q2: 57,258 shares; 2025Q3: 57,034 shares; 2025Q4: 62,945 shares 62,945 $589K 0.04% +5,911 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: 11,790 shares; 2024Q4: 11 shares; 2025Q1: 12,468 shares; 2025Q2: 12,485 shares; 2025Q3: 12,560 shares; 2025Q4: 12,349 shares 12,349 $588K 0.04% -211 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: 3,276 shares; 2024Q4: 3 shares; 2025Q1: 2,806 shares; 2025Q2: 3,349 shares; 2025Q3: 3,436 shares; 2025Q4: 3,390 shares 3,390 $588K 0.04% -46 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 55 shares; 2025Q1: 55,507 shares; 2025Q2: 53,475 shares; 2025Q3: 54,125 shares; 2025Q4: 52,071 shares 52,071 $587K 0.04% -2,054 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 10 shares; 2025Q1: 9,884 shares; 2025Q2: 9,884 shares; 2025Q3: 9,925 shares; 2025Q4: 9,940 shares 9,940 $585K 0.04% +15 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 15 shares; 2025Q1: 12,749 shares; 2025Q2: 11,293 shares; 2025Q3: 10,631 shares; 2025Q4: 9,409 shares 9,409 $585K 0.04% -1,222 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 8 shares; 2025Q1: 9,441 shares; 2025Q2: 7,604 shares; 2025Q3: 15,554 shares; 2025Q4: 11,632 shares 11,632 $585K 0.04% -3,922 Timeline LMBS 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: 17,270 shares; 2024Q4: 17 shares; 2025Q1: 15,947 shares; 2025Q2: 16,010 shares; 2025Q3: 11,711 shares; 2025Q4: 11,663 shares 11,663 $583K 0.04% -48 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: not reported; 2025Q1: 1,007 shares; 2025Q2: 1,041 shares; 2025Q3: 982 shares; 2025Q4: 1,124 shares 1,124 $574K 0.04% +142 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 2,118 shares; 2025Q3: 2,977 shares; 2025Q4: 2,986 shares 2,986 $572K 0.04% +9 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: 2,165 shares; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 3,374 shares; 2025Q3: 3,281 shares; 2025Q4: 3,305 shares 3,305 $571K 0.04% +24 Timeline WLMIY Wilmar International Ltd Unspo More: the full row for Wilmar International Ltd Unspo Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,329 shares; 2025Q3: 23,715 shares; 2025Q4: 23,715 shares 23,715 $568K 0.04% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2 shares; 2025Q1: 3,180 shares; 2025Q2: 3,363 shares; 2025Q3: 2,803 shares; 2025Q4: 2,785 shares 2,785 $567K 0.04% -18 Timeline VIGI 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: 6,093 shares; 2024Q4: 5 shares; 2025Q1: 5,503 shares; 2025Q2: 5,142 shares; 2025Q3: 6,528 shares; 2025Q4: 6,188 shares 6,188 $566K 0.04% -340 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: 11,695 shares; 2024Q4: 11 shares; 2025Q1: 10,943 shares; 2025Q2: 10,555 shares; 2025Q3: 9,257 shares; 2025Q4: 12,101 shares 12,101 $565K 0.04% +2,844 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: 2,923 shares; 2024Q4: not reported; 2025Q1: 795 shares; 2025Q2: 1,466 shares; 2025Q3: 904 shares; 2025Q4: 2,313 shares 2,313 $561K 0.04% +1,409 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 4 shares; 2025Q1: 4,966 shares; 2025Q2: 6,001 shares; 2025Q3: 6,526 shares; 2025Q4: 5,839 shares 5,839 $560K 0.04% -687 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12 shares; 2025Q1: 13,353 shares; 2025Q2: 21,626 shares; 2025Q3: 20,616 shares; 2025Q4: 20,616 shares 20,616 $558K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 10 shares; 2025Q1: 10,069 shares; 2025Q2: 10,075 shares; 2025Q3: 10,075 shares; 2025Q4: 10,199 shares 10,199 $558K 0.04% +124 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 4 shares; 2025Q1: 4,346 shares; 2025Q2: 5,034 shares; 2025Q3: 5,699 shares; 2025Q4: 5,696 shares 5,696 $558K 0.04% -3 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: not reported; 2025Q1: 1,737 shares; 2025Q2: 1,723 shares; 2025Q3: 1,615 shares; 2025Q4: 1,577 shares 1,577 $556K 0.04% -38 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: 10,398 shares; 2024Q4: 10 shares; 2025Q1: 10,574 shares; 2025Q2: 10,015 shares; 2025Q3: 8,972 shares; 2025Q4: 10,776 shares 10,776 $556K 0.04% +1,804 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: 11,724 shares; 2024Q4: 11 shares; 2025Q1: 12,282 shares; 2025Q2: 11,489 shares; 2025Q3: 8,969 shares; 2025Q4: 4,097 shares 4,097 $556K 0.04% -4,872 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 2,901 shares; 2025Q4: 3,456 shares 3,456 $553K 0.04% +555 Timeline SUTNY SUMITOMO MITSUI TRUST GROUP IN More: the full row for SUMITOMO MITSUI TRUST GROUP 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: 90,799 shares; 2025Q3: 90,435 shares; 2025Q4: 90,435 shares 90,435 $551K 0.04% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 5,914 shares; 2025Q4: 5,852 shares 5,852 $551K 0.04% -62 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: 100 shares; 2024Q4: not reported; 2025Q1: 2,486 shares; 2025Q2: 2,573 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares 1,971 $550K 0.04% 0 Timeline CGEMY CAPGEMINI S E ADR(FRA) More: the full row for CAPGEMINI S E ADR(FRA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,215 shares; 2025Q3: 16,371 shares; 2025Q4: 16,371 shares 16,371 $547K 0.04% 0 Timeline PMSE 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: not reported; 2025Q3: 21,349 shares; 2025Q4: 21,349 shares 21,349 $545K 0.04% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1 shares; 2025Q1: 1,126 shares; 2025Q2: 1,191 shares; 2025Q3: 1,396 shares; 2025Q4: 1,614 shares 1,614 $544K 0.04% +218 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,806 shares; 2024Q4: 36 shares; 2025Q1: 37,601 shares; 2025Q2: 36,066 shares; 2025Q3: 43,236 shares; 2025Q4: 53,736 shares 53,736 $542K 0.04% +10,500 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1 shares; 2025Q1: 1,098 shares; 2025Q2: 1,241 shares; 2025Q3: 2,147 shares; 2025Q4: 6,262 shares 6,262 $540K 0.04% +4,115 Timeline ENGIY ENGIE (FRANCE) More: the full row for ENGIE (FRANCE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,697 shares; 2025Q3: 20,483 shares; 2025Q4: 20,469 shares 20,469 $539K 0.04% -14 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 24 shares; 2025Q1: 24,390 shares; 2025Q2: 24,390 shares; 2025Q3: 25,225 shares; 2025Q4: 23,000 shares 23,000 $538K 0.04% -2,225 Timeline CFRUY CIE FINANCIERE RICH-UNSP ADR More: the full row for CIE FINANCIERE RICH-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: not reported; 2025Q2: 13,572 shares; 2025Q3: 24,724 shares; 2025Q4: 24,716 shares 24,716 $537K 0.04% -8 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: 8,023 shares; 2024Q4: 8 shares; 2025Q1: 5,100 shares; 2025Q2: 12,493 shares; 2025Q3: 4,989 shares; 2025Q4: 5,458 shares 5,458 $537K 0.04% +469 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3 shares; 2025Q1: 3,739 shares; 2025Q2: 3,917 shares; 2025Q3: 3,912 shares; 2025Q4: 4,220 shares 4,220 $534K 0.04% +308 Timeline FIXD 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: 28,868 shares; 2024Q4: 28 shares; 2025Q1: 14,285 shares; 2025Q2: 14,412 shares; 2025Q3: 12,401 shares; 2025Q4: 12,033 shares 12,033 $533K 0.04% -368 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5 shares; 2025Q1: 48,011 shares; 2025Q2: 56,562 shares; 2025Q3: 64,474 shares; 2025Q4: 69,482 shares 69,482 $532K 0.04% +5,008 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: 2,855 shares; 2024Q4: 2 shares; 2025Q1: 2,798 shares; 2025Q2: 2,761 shares; 2025Q3: 1,354 shares; 2025Q4: 1,340 shares 1,340 $531K 0.04% -14 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2 shares; 2025Q1: 2,324 shares; 2025Q2: 5,853 shares; 2025Q3: 10,532 shares; 2025Q4: 9,825 shares 9,825 $529K 0.04% -707 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: 39,035 shares; 2024Q4: 33 shares; 2025Q1: 37,916 shares; 2025Q2: 16,136 shares; 2025Q3: 15,574 shares; 2025Q4: 10,718 shares 10,718 $527K 0.04% -4,856 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: 166,365 shares; 2024Q4: 164 shares; 2025Q1: 230,496 shares; 2025Q2: 215,238 shares; 2025Q3: 213,096 shares; 2025Q4: 213,096 shares 213,096 $526K 0.04% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,773 shares; 2024Q4: 28 shares; 2025Q1: 22,963 shares; 2025Q2: 19,664 shares; 2025Q3: 12,332 shares; 2025Q4: 12,274 shares 12,274 $526K 0.04% -58 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 70 shares; 2025Q1: 76,956 shares; 2025Q2: 13,621 shares; 2025Q3: 13,498 shares; 2025Q4: 14,265 shares 14,265 $524K 0.04% +767 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: 7,586 shares; 2024Q4: 8 shares; 2025Q1: 8,696 shares; 2025Q2: 8,756 shares; 2025Q3: 8,210 shares; 2025Q4: 8,103 shares 8,103 $522K 0.04% -107 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 18 shares; 2025Q1: 17,273 shares; 2025Q2: 17,320 shares; 2025Q3: 17,123 shares; 2025Q4: 17,119 shares 17,119 $521K 0.04% -4 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: 9,592 shares; 2024Q4: 5 shares; 2025Q1: 5,739 shares; 2025Q2: 5,782 shares; 2025Q3: 5,652 shares; 2025Q4: 5,499 shares 5,499 $515K 0.04% -153 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 7 shares; 2025Q1: 7,449 shares; 2025Q2: 15,896 shares; 2025Q3: 15,976 shares; 2025Q4: 12,127 shares 12,127 $515K 0.04% -3,849 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4 shares; 2025Q1: 3,784 shares; 2025Q2: 3,306 shares; 2025Q3: 3,101 shares; 2025Q4: 3,042 shares 3,042 $513K 0.04% -59 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: 3,042 shares; 2024Q4: 3 shares; 2025Q1: 3,214 shares; 2025Q2: 3,483 shares; 2025Q3: 3,133 shares; 2025Q4: 2,915 shares 2,915 $508K 0.04% -218 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: 12,379 shares; 2024Q4: 9 shares; 2025Q1: 8,911 shares; 2025Q2: 9,926 shares; 2025Q3: 9,591 shares; 2025Q4: 9,596 shares 9,596 $507K 0.04% +5 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: 11,072 shares; 2024Q4: 11 shares; 2025Q1: 10,924 shares; 2025Q2: 8,441 shares; 2025Q3: 9,257 shares; 2025Q4: 8,656 shares 8,656 $505K 0.04% -601 Timeline PUBGY PUBLICIS S A NEW SPONSORED ADR More: the full row for PUBLICIS S A NEW SPONSORED 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: 16,640 shares; 2025Q3: 19,231 shares; 2025Q4: 19,231 shares 19,231 $500K 0.04% 0 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: 1,267 shares; 2024Q4: 1 shares; 2025Q1: 1,131 shares; 2025Q2: 1,370 shares; 2025Q3: 3,012 shares; 2025Q4: 3,218 shares 3,218 $499K 0.04% +206 Timeline PRNDY PERNOD RICARD S A More: the full row for PERNOD RICARD S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,797 shares; 2025Q3: 23,661 shares; 2025Q4: 29,057 shares 29,057 $499K 0.04% +5,396 Timeline